Onboarding kickoff, scheduling

Email thread

Logistical thread: Callie Brennan arranged an hour-long implementation kickoff with Shannon Lockwood. Shannon accepted Tuesday and said Jonathan, the MD, would join because he is keen to see how it comes together.

made from

What was said

What this says

Current to 13 Oct 26

Logistical thread: Callie Brennan arranged an hour-long implementation kickoff with Shannon Lockwood. Shannon accepted Tuesday and said Jonathan, the MD, would join because he is keen to see how it comes together.

Ask: Callie wanted one hour with Shannon and a colleague who handles CRM or billing systems, to map how records flow.

Customer view: Shannon agreed quickly and brought in Jonathan, which shows senior interest in the Starter implementation.

Next: Callie is to send a brief setup note by the end of the week.

AI · claude-sonnet-5-5 · 13 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages3

First message2024-10-10

Last message2024-10-11

Emailmade from

Messages

Callie Brennan 10 Oct 2024 08:40
to Shannon Lockwood
Hi Shannon, Thanks for confirming the list of team members and access credentials yesterday. Before we switch on the refresh, I'd like to get the implementation kickoff scheduled. What I need from your side is one hour with you and whichever colleague handles your CRM or billing systems, to walk through your data: how records flow between those systems and what matters most to you. I'm free next week, does Tuesday or Wednesday suit you? Thanks, Callie
Shannon Lockwood 11 Oct 2024 08:01
to Callie Brennan
Hi Callie, Tuesday would be perfect for us. I'll have Jonathan (our MD) on the call as well since he's keen to see how this comes together. Shannon
Callie Brennan 11 Oct 2024 10:02
to Shannon Lockwood
Great, Shannon. I've sent you a calendar invite for Tuesday morning. That's one hour, should give us time to map your fields cleanly and make sure we've got the right connectors lined up for your first refresh. I'll send a brief setup note by the end of the week so you know what to expect. Thanks, Callie

Emailmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help