Email intelligence

Threads with a read, newest first

Current to 9 Oct 26

9 Oct 2026 Following up on our discovery callSophie Ling followed up the discovery call, said Enterprise is the right tier for Harbrook, promised a proposal next week and asked for a 29 Jan 2027 signing target. No customer response in the thread.
8 Oct 2026 Your contract renewal: Haddon Rook LogisticsAmara Obi wrote to Janice Haddon on 8 Oct 2026 about renewing the Starter contract, which ends on 6 Jan 2027. There is no customer response in the thread.
8 Oct 2026 Your BB-Demo renewalMarcus Bell told Florian Becker, Managing Director, that the BB-Demo contract renews on 6 Jan 2027 and said he would call next week to schedule a renewal conversation. No customer response in the thread.
8 Oct 2026 Following up from our callHarvey Doyle sent a single follow-up to Donna Ibbotson at Quintrell Lending after a call, pitching the Growth tier and offering a demo. There is no customer response in the thread.
8 Oct 2026 Following up on today's callNell Ashcombe's recap of the 8 Oct 2026 call with Douglas Baird and Fiona Mackie: a Growth proposal at £50k total deal value, plain-language termination terms, and a decision planned by 29 Jan 2027. No customer reply in the thread.
7 Oct 2026 Webinar invitationAlice Brewer invited Troy Wendt, Chief Information Security Officer, to the 15 Oct 2026 webinar on Enterprise data governance and compliance in regulated industries. The webinar is booked, not held, and there is no customer response.
7 Oct 2026 Invoice INV-177-0004, subscriptionBilling email from Rachel Dunmore to Martina Engel sending invoice INV-177-0004 for the quarterly subscription, £12k, due 6 Nov 2026. Purely logistical; no customer response in the thread.
8 Oct 2026 Following up on your support ticketBethan Lister re-checked the account and asked Priscilla Bowen to retest before closing. Priscilla confirmed it works for her and the wider customer success team, and thanked Bethan for checking first.
8 Oct 2026 Your renewal: Kingdon Diagnostics EnterpriseMarcus Bell sent formal renewal notice for the Enterprise subscription, ending 5 Jan 2027, with a renewal deal of £135k. Graeme Charlton asked what the extra amount buys and wants current against proposed terms.
6 Oct 2026 Renewal invoiceLeah Brandt sent Maureen Ellis invoice INV-173-0003 for the Starter subscription renewal: £22k plus VAT £4,400, total £26k, due 5 Nov 2026. There is no customer response in the thread.
8 Oct 2026 Brenneck Pay QBR follow-up and agreed actionsAfter the quarterly review, Elena Novak summarised growing use, a quiet support month and three actions. Matthias Ebner agreed and wants a written governance note for the supplier register, keeping the order form separate.
9 Oct 2026 Your Growth subscription renewal: notice and next stepsAmara Obi sent the formal Growth renewal notice on 6 Oct 2026. Rajesh Mistry replied on 9 Oct 2026, wanting usage in writing before any call and renewal and extra users on one end date.
8 Oct 2026 Veldmaat renewal noticeElena Novak gave notice that the Growth subscription ends on 4 Jan 2027 and that the renewal is set up at £50k against £45k today. Joost Verbeek wants the basis for the new amount in writing before any call.
6 Oct 2026 Scheduling our QBRElena Novak proposed a quarterly business review for the Enterprise account. Christina Möller accepted the agenda, asked for a hospital complaints item and offered Wednesday or Thursday afternoon next week.
7 Oct 2026 Expansion proposal: where we are and what happens nextGregory Hasselbeck says the expansion proposal reads fine but he will not sign until privacy and security approve. He wants close to no time risk for his team. 13 Nov 2026 signature is workable if they are comfortable.
8 Oct 2026 Enterprise expansion: written follow-up to our callHead of Procurement Henrik Lorenz says the order form was not signed on 7 Oct 2026 and that this is not a refusal. Information security review is open; procurement wants exit plan, governance and EU residency confirmed in writing.
5 Oct 2026 Order form for signature: Enterprise expansionMatteo Ricci sent the Growth to Enterprise order form, total £125k. COO Matthias Ebner will not sign until information security and procurement have reviewed it, cannot confirm 7 Oct 2026, and wants governance and exit plan in writing.
5 Oct 2026 Invitation: BB-Demo webinar on Thursday 15 Oct 2026Alice Brewer invited Rajesh Mistry to a BB-Demo webinar on Thursday 15 Oct 2026. The thread is a marketing invitation with no reply from the customer. Importance is neutral.
8 Oct 2026 Your Starter renewal in JanuaryMarcus Bell warned Rob Ellery that usage is quiet and mostly one person asks the questions. Rob replied that hiring has slowed, everything paid for is under review, and he needs to know what Hollins Tarrant would be paying for.
8 Oct 2026 RenewalRob Ellery says the team stopped using the brain after moving to Salesforce and asks what they would be paying for. Marcus Bell confirmed usage has dropped and proposed checking connectors before the contract ends on 3 Jan 2027.
5 Oct 2026 Invoice INV-003-0005Logistical billing thread: Rachel Dunmore sent invoice INV-003-0005 for £12k on 5 Oct 2026, due 4 Nov 2026, and asked for a PO number. There is no customer response in the thread.
4 Oct 2026 BB-Demo webinarAlice Brewer invited Claire Girard, Chief Financial Officer, to a BB-Demo webinar on 15 Oct 2026 about connecting systems and moving away from manual reconciliation. Marketing outreach only; no customer response in the thread.
4 Oct 2026 You're invited: BB-Demo webinar, 15 Oct 2026Alice Brewer invited Brandon Russell to the 15 Oct 2026 webinar and asked to quote what his team has learned. There is no customer response in the thread. Logistical, with no commercial signal.
4 Oct 2026 Invitation: BB-Demo webinar, Thursday 15 Oct 2026Alice Brewer invited Finance Director Andrew Pickering to the online BB-Demo webinar on 15 Oct 2026 and said colleagues are welcome. There is no customer response in the thread.
5 Oct 2026 Order form for Tamar CrossingSophie Ling sent Tamar Crossing Freight an order form for £28k on 2 Oct 2026. Jason Pengelly promised a review early the following week. After Sophie's chase on 5 Oct 2026 there is no further customer response.
2 Oct 2026 Proposal for Wendover KastOn 2 Oct 2026 Jordan sent Frank Delgado and Heather Bauman the Enterprise proposal. Frank replied that the security review comes first and asked who else in insurance uses BB-Demo and the risk if the connection fails.
2 Oct 2026 Your renewal, 31 December 2026Marcus Bell wrote to Asif Nuttall on 2 Oct 2026, ninety days before the contract end on 31 Dec 2026, asking for a call next week with Tom Ashdown. There is no customer response in the thread.
2 Oct 2026 Catching up after our chatTom Ashdown thanked Douglas Baird on 2 Oct 2026 for the call and said Nell will take the next conversation herself and had emailed that morning to find a slot. Logistical. No customer response in the thread.
6 Oct 2026 A conversation about Lornefield and the brainNell Ashcombe approached Douglas Baird about what has not worked since the brain was switched off. Douglas offered an account of member query and trustee call problems, with no promise for the group. A Thursday call was set.
5 Oct 2026 Renewal order formSophie Ling sent the Starter tier renewal order form at £22k ex VAT. Chief Executive William Coultas replied on 5 Oct 2026 that he had signed it and his assistant would send it that day.
1 Oct 2026 Planning your next quarterly reviewElena Novak asked Katrin Vogelsang for slots for the next quarterly review and cited rising use, around fourteen of forty licensed users. There is no customer response in the thread.
8 Oct 2026 Proposal, Strathcorran RenewablesMatteo Ricci sent a £62k Growth proposal. COO Fiona Gledhill called it promising but wants security requirements confirmed with her Head of IT before proceeding. Matteo promised a security team contact within days.
1 Oct 2026 Invoice INV-024-0008, Brakkevoort LogisticsLogistical billing email: Rachel Dunmore sent Wouter Kok invoice INV-024-0008 for £11k, due 31 Oct 2026, and asked for a PO number. No customer response in the thread.
1 Oct 2026 Invoice INV-023-0004 for Hollowmere Care GroupRachel Dunmore sent Hollowmere's CFO the quarterly Enterprise invoice INV-023-0004, issued 1 Oct 2026. It is a logistical billing thread with no customer response.
1 Oct 2026 Invoice INV-008-0002 for your Enterprise subscriptionRachel Dunmore sent Ronan Tierney invoice INV-008-0002 for £125k, issued 1 Oct 2026 and due 31 Oct 2026, for the Enterprise subscription to 30 Sep 2027. There is no customer response in the thread.
5 Oct 2026 Kickoff scheduling for ArdcarneNiamh Costello replied to Elena Novak's kickoff proposal on 5 Oct 2026: she wants one view of each broker firm, a small first phase, and her CISO in the systems session. Kickoff is Tuesday or Wednesday morning.
1 Oct 2026 Follow-up from our QBR conversationAfter the QBR, Marcus Bell restated thin usage of around four active people a week against 40 licences. Aisha Rahman confirmed only a handful use the brain, will ask the depot leads, and wants it working better by the end of November.
30 Sep 2026 Invoice INV-087-0003 for your recordsRachel Dunmore sent Kevin Dussault invoice INV-087-0003 for £4,011, issued 30 Sep 2026 and due 30 Oct 2026, and asked for a PO number if needed. Purely billing admin; no customer response in the thread.
2 Oct 2026 Follow-up from our callAfter a call, Tom Ashdown suggested Starter. Steve Greenhalgh, Chief Operating Officer, asked for cost and implementation time. Tom replied with £28k all in and four weeks, and promised a proposal.
7 Oct 2026 Proposal follow-up: next stepsAfter CEO sign-off, Toby Eccles, Chief Financial Officer at Ivelbridge Software, said on 7 Oct 2026 they are ready to sign and asked for the order form. The thread shows no order form sent or executed.
2 Oct 2026 Follow-up from our QBRAfter the QBR, Hollie Grieve recapped usage, two high priority tickets and licence headroom, and asked Josh Fairburn for the next homes to connect. Josh agreed and flagged the freshness ticket as Natasha's priority.
2 Oct 2026 Support follow-up on your open ticketDana Whitaker says the problem persists after Bethan Lister's steps, that this is the third ticket in a month, and her team is questioning whether they can rely on the brain. She wants a named owner and next step.
5 Oct 2026 Starter proposal: moving forwardMichelle Bancroft confirms Ashby Moor Housing wants to move forward with Starter. Lewis Kerr sent an order form at £28k covering subscription and implementation, targeting a close early in the new year. No reply yet.
29 Sep 2026 Subscription renewal, Oosterdijk LogistiekMarcus Bell asked CFO Jeroen Coenen on 29 Sep 2026 for a thirty-minute call before the Growth tier renews at the end of December, citing usage growth and possible expansion. There is no customer response in the thread.
29 Sep 2026 Invoice INV-176-0005Billing email from Rachel Dunmore to Karin Vossen sending invoice INV-176-0005 for the Growth tier subscription, net £12k due by 29 Oct 2026, and asking for the PO number. No customer response in the thread.
29 Sep 2026 Finding a time to talk about your renewalDaniel Okafor asks Graham Tovey, as executive sponsor, for a one-hour conversation before the contract end on 9 Jan 2027. A scheduling request; no customer response is in the thread.
2 Oct 2026 Brimscombe renewal: billing and purchase orderMandy Gasson confirms quarterly billing continues, says the purchase order follows the November budget round and asks BB-Demo to confirm the contract end date. Tom Ashdown confirms 9 Jan 2027.
1 Oct 2026 Commercial terms discussionMatteo Ricci approached Kilcarra Medical's CFO, Conor Fitzgerald, to discuss pricing and decision timeline. Conor agreed to a Thursday morning call next week and asked for an invite. Scheduling only so far.
30 Sep 2026 Check-in notesElena Novak confirmed three action points after a 29 Sep 2026 call. Elliot Kirkby agreed to send usage feedback on the business development team the following week.
1 Oct 2026 Commercial contact for the new linesCallum Reid, Head of Underwriting Operations, asks for a named commercial contact for the new lines, saying his earlier emails went unanswered. Daniel Okafor offers himself as interim contact and promises a name by Monday.
28 Sep 2026 BB-Demo webinar, 15 October 2026Marketing invitation. On 28 Sep 2026 Alice Brewer invited Aaron Graham to a BB-Demo webinar on Thursday 15 Oct 2026. There is no customer response in the thread.
1 Oct 2026 Demo follow-upAfter the demo, Linnéa Holmberg wrote on 29 Sep 2026 that they would like to move forward. Matteo Ricci replied on 1 Oct 2026 that Theo Gallagher would map the implementation plan, with a January launch in view.
30 Sep 2026 Contract terms discussionSophie Ling asked Finance Director Sarah Northcott for a contract terms call, and Sarah agreed to Thursday at 10:30 to cover payment terms and the implementation timeline.
29 Sep 2026 Finding a time for our next check-inMostly scheduling. Tomasz Wiśniewski offers Wednesday or Thursday mornings before 11:00 and insists the open actions, each with an owner, and the two support tickets from this month lead the agenda.
28 Sep 2026 Your Growth subscription renewal noticeDaniel Okafor gave Philip Annear notice that the Growth subscription runs to 27 Dec 2026, flagged an open Enterprise option with a total deal value of £129k, and proposed settling by 7 Dec 2026. No customer response in the thread.
29 Sep 2026 Security review session: open findings and arrangementsHannah Lowe proposed the next security review session with written responses to open findings. Euan Rattray will not close a finding on a statement alone and wants evidence, the access model again, and responses in advance.
5 Oct 2026 Renewal conversation: finding a timeMatteo Ricci proposed a renewal call for the Growth subscription. Matthias Ebner wants the terms, governance, exit plan and cost changes in writing first, and will not decide before information security and procurement have seen them.
28 Sep 2026 Follow-up: proposal for additional usersOn 28 Sep 2026 Lewis Kerr proposed extra Growth users at £8,000 plus VAT, co-termed to 4 Jan 2027. Rajesh Mistry accepts co-terming but wants usage figures by team before he signs.
30 Sep 2026 Discovery call: finding a timeTom Ashdown asked Douglas Baird for a discovery call. Douglas welcomed it, offered Thursday afternoon or Friday morning, may bring a scheme-relationship manager, and asked that it be an exchange of views only.
29 Sep 2026 Following up on the proposalImogen Hartley, Chief Data Officer, agrees to sponsor the Enterprise expansion proposal herself and wants procurement involved now. She has open questions on how additional users would be phased in. The 14 Nov 2026 close is a plan.
25 Sep 2026 Order form for signatureJordan Pike sent Raymond Tsai the expansion order form with a deal amount of £4,011. Raymond replied that the figure is fine and that he will sign before 29 Sep 2026. The thread does not show the executed copy.
25 Sep 2026 BB-Demo webinar for your teamAlice Brewer invited Matt Colenso and account managers to a BB-Demo webinar on Thursday 15 October 2026 about getting more from the brain. The webinar is booked, not held, and there is no customer response in the thread.
24 Sep 2026 Follow-up from the quarterly reviewDaniel Okafor's written recap of the quarterly review assigns owners for a measured value case, load history and a ticket check. The renewal is already open. No customer reply is in the thread.
24 Sep 2026 Invitation: BB-Demo webinar on Thursday 15 Oct 2026Marketing invitation to Niamh Fogarty, an admin on the account, to the BB-Demo webinar on 15 Oct 2026. Promotional only. No customer response in the thread.
25 Sep 2026 Time to walk through the proposalJordan Pike asked Danielle Okonkwo for a 30-minute proposal walkthrough. She accepted Wednesday at 11:00, wants it one-to-one first, cannot commit budget without Greg, and asked how it sits against the 40 users.
25 Sep 2026 Scheduling the next QBRHollie Grieve asked Natasha Pryor to book the Enterprise QBR. Natasha agreed, wants the evidence trail behind the usage numbers, and said her CFO Graham does not need to join.
28 Sep 2026 Proposal walkthroughLewis Kerr set out a co-termed proposal walkthrough against a £58k subscription. Gemma Holt wants customer service priced separately, asked how many of her 60 licensed users are free, and needs her manager to approve.
24 Sep 2026 Brackwell QBR: when suits?Marcus Bell asked to book the Growth quarterly review. Gareth Whitlam accepted a Thursday morning call but wants a written agenda covering usage, the renewal ask and peer value, and will agree to nothing on the call.
25 Sep 2026 Check-in callAllison Pereira, VP Client Service, welcomed news that usage is up and asked for a usage view by client to line up renewals before open enrollment. Hollie Grieve agreed to prepare it for a Thursday call at 15:00 UK time.
23 Sep 2026 Invitation: BB-Demo webinar on Thursday 15 Oct 2026Alice Brewer invited Neil Ashworth to the 15 Oct 2026 webinar and asked for a branch working practice to quote. Logistical invitation; no customer response in the thread.
24 Sep 2026 Discovery call for AshtonburyLogistical thread. Tom Ashdown asked Kevin Duckworth for a discovery call on 23 Sep 2026. Kevin replied on 24 Sep 2026 suggesting Thursday afternoon around 14:00. No commercial content.
25 Sep 2026 Demo follow-upAfter the demo, Jun Tan of Tanjong Arc Logistics said the demo was good, that they are keen to move forward, and accepted a call on the Tuesday of the following week at 14:00 to cover next steps and commercial terms.
23 Sep 2026 Proposal call schedulingLogistical thread: after the demo, Lewis Kerr asks for a call to discuss the proposal. Toby Carswell offers Monday or Tuesday morning and says he will bring in Toby E.
25 Sep 2026 Security review outcome and conditionsRavi Subramanian, CISO, cleared the security review on 22 Sep 2026 subject to two conditions to be written into the contract: post-incident actions by the end of December, and notice within twenty-four hours of a failed refresh. Jordan Pike agreed on 25 Sep 2026.
22 Sep 2026 Check-in notes: Brenneck Pay and BB-DemoElena Novak sent notes from the 22 Sep 2026 check-in: around twelve active users against forty licensed, some teams still on spreadsheets, one low-priority ticket, nothing outstanding on invoicing. No customer response in the thread.
25 Sep 2026 Growth, proposed termsJordan Pike sent Ledgerwood Freight a formal Growth proposal at £62k on 22 Sep 2026. President Maria Hughes replied that it looks good and aims to sign by mid-November. The proposal is open, not executed.
24 Sep 2026 Follow-up from our QBRAfter the 22 Sep 2026 QBR, activity across the 40 licensed users is slightly lower. COO Tyler Brooks asked for the bottom line and delegated the team question to Dana Whitaker; Elena Novak confirmed nothing is needed from him.
21 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Tammy Ledbetter, Regional Vice President, to the Thursday 24 Sep 2026 webinar on renewals. There is no customer response in the thread. It is a marketing invitation with no commercial content.
22 Sep 2026 Scheduling the demoLogistical: after discovery, Matteo Ricci proposed a demo on broker relations data and Linnéa Holmberg replied that next Tuesday afternoon would be good. No commercial position is stated.
22 Sep 2026 Next steps after discoveryJordan Pike proposed an Enterprise proposal at around £155k for implementation and first-year subscription. Melissa Garnett said that is in the right range and will consult her CTO and compliance team.
22 Sep 2026 QBR follow-up and next stepsHollie Grieve summarised the QBR: usage up, nothing high priority open, Growth contract with 40 users to 29 Apr 2027. Greg Hasselbeck replied that things sound in good shape and asked to hear early of any price or terms change.
24 Sep 2026 Clonvara renewal: finding time to talkAmara Obi opened the renewal for the Growth term of 40 users at £47k, ending 31 Oct 2026. Brendan Moran agreed to talk but asked first for the order form, renewal terms and usage figures in advance.
21 Sep 2026 QBR follow-up and next stepsMarcus Bell's QBR note says active users are well below the 40 licensed and down a little on last quarter, with no open tickets. The term runs to 30 Apr 2027. There is no customer response in the thread.
19 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Neil Ashworth, Regional Branch Director for the North, to the online webinar Your renewals, read by the brain on 24 Sep 2026. This is marketing outreach. There is no customer response in the thread.
19 Sep 2026 Revenue leaders roundtableMarketing invitation to a revenue leaders roundtable in London on 22 Sep 2026, sent to Brandon Russell. There is no customer response in the thread. Logistical, with no commercial signal.
23 Sep 2026 Carnmoor order form for signatureIan Prendergast has not signed the £22k Starter renewal order form and the 22 Sep 2026 date has passed. He pays £42k a year on Growth with forty users and wants a side-by-side of what moving down would lose.
24 Sep 2026 Proposal for StarterNate Feldman confirms Starter as the starting point and wants to learn over the first month or so. Jordan Pike promised the proposal on 24 Sep 2026 and aims to close by early November.
23 Sep 2026 Demo follow-upSales thread after a demo. Tasha Merriweather says the team has reviewed the recording, is keen to move forward and will confirm internal points by Friday. A call is agreed for Thursday morning.
21 Sep 2026 Setting a time to talk through the renewalJordan Pike asked Raymond Tsai, Pemaquid Analytics' CFO, for a renewal conversation ahead of the Growth term end on 31 Mar 2027. Raymond agreed to Tuesday at 15:00 and asked for actual cost against the 40 seats and real usage.
18 Sep 2026 Revenue leaders roundtableAlice Brewer invited Marie Wouters to an in-person London roundtable for finance and operations leaders. There is no customer response in the thread.
18 Sep 2026 Webinar invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Graham Rowntree, Chief Financial Officer, for a webinar on 24 September 2026 about renewals. There is no customer response in the thread.
22 Sep 2026 Demo follow-upEmma Sandberg, Head of Customer Service, said the demo was helpful and that Magnus is keen to move forward. She asked for a proposal outline with pricing and timeline. No tier or scope is stated.
17 Sep 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation to an in-person Revenue leaders roundtable in London on 22 Sep 2026. Logistical and promotional. No customer response in the thread.
18 Sep 2026 Quick check-in callMarcus Bell asked Aoife Mulcahy for a check-in after a gap. Aoife agreed and asked for usage cut by agency group, wanting to know which agencies are at the edge. Marcus proposed Tuesday at 10:00.
17 Sep 2026 Invitation: revenue leaders roundtable in LondonMarketing invitation from Alice Brewer to Samuel Adeyemi for an in-person revenue leaders roundtable in London on Tuesday 22 Sep 2026. There is no customer response in the thread.
18 Sep 2026 Demo schedulingLogistical thread: Ed Ingham confirmed that Thursday morning works for him and Fiona for the demo. Matteo Ricci said he would send details and an agenda once confirmed with the team.
17 Sep 2026 Your renewals, read by the brainLogistical event invitation: Alice Brewer invited Asif Nuttall, Managing Director, to a webinar on 24 Sep 2026 about contract renewals. There is no customer response in the thread.
18 Sep 2026 Usage report for BrackwellGareth Whitlam chased the overdue usage report and said the contract needs a proper justification. Marcus Bell sent it and admitted usage is lower than it should be for the 40 licences, with no known reason.
21 Sep 2026 Finding a time for the proposalTom Ashdown arranged a Wednesday 10:00 session with Imogen Hartley to take her through the proposal for the next phase. She wants it to reflect how Fenmoor actually uses the brain now and asked for plain language.
17 Sep 2026 Following up on your demoIris Bosch, Head of Customer Service, said she was impressed by the demo and wants to take it forward. She asked for pricing and implementation details. Matteo Ricci's early December order target is BB-Demo's own plan.
17 Sep 2026 Demo follow-upVanessa Guerrero agreed to a close date of 20 Nov 2026 and an early October demo with her team on call data and CRM. Jordan Pike and Theo Gallagher are to send agenda and times.
18 Sep 2026 Your Enterprise renewal: next stepsDaniel Okafor gave formal renewal notice on 16 Sep 2026. Graham Tovey welcomed the early notice, asked what changes and how complaint handling holds up with Ofgem, and made any decision conditional on a colleague's view of the value case.
16 Sep 2026 Demo, final confirmationLogistical thread: on 16 Sep 2026 Lewis Kerr asked Lydia Ashurst to confirm the demo is still in her calendar. There is no customer response in the thread.
17 Sep 2026 Scheduling our next check-inElena Novak proposed a check-in agenda. Katrin Vogelsang offered Tuesday or Thursday afternoon, asked for the source of usage numbers because an auditor may see them, and wants a merchant risk colleague to join.
17 Sep 2026 Growth, proposal callJordan Pike asked whether Jennifer Holloway had reviewed the Growth proposal sent the previous week, and she agreed a Thursday 10:00 ET call. The thread does not show her view of the proposal.
17 Sep 2026 Proposal follow-up and next stepsTom Ashdown sent an Enterprise proposal of £155k total value, not an annual figure. Eleanor Whitlock wants the subscription and implementation split in writing and the security review first. 18 Dec 2026 is a signature target only.
21 Sep 2026 Scheduling the QBRAmara Obi asked for QBR slots before the 4 Jan 2027 renewal, citing a slight dip in active users. Gemma Holt offered afternoon slots and said two account managers found retailer data slow to catch up some mornings.
15 Sep 2026 Webinar invitationMarketing invitation from Alice Brewer to Wesley Crabtree for the 24 Sep 2026 webinar on renewals and contract data. There is no customer response in the thread, so interest and attendance are not shown.
15 Sep 2026 Getting the quarterly review in the diaryDaniel Okafor asked Siân Pritchard to book the next quarterly review. She agreed, wants Nikhil to cover the loads, plans for Graham Tovey to join for the second half, and says a couple of people have gone quiet since the summer.
16 Sep 2026 Discovery follow-upAfter discovery, Sophie Ling asked about implementing Enterprise and the investment. On 16 Sep 2026 Omar Al Suwaidi, the Chief Operating Officer, replied that they are interested and asked what the process is.
15 Sep 2026 Outsourcing assessment and register entryHenrik Lorenz reported that Brenneck Pay's outsourcing assessment is complete and the register entry made, and asked BB-Demo to confirm the details. Matteo Ricci confirmed they match the executed order form.
15 Sep 2026 Invoice INV-076-0009 for Merriott Lyle DistributionRachel Dunmore issued invoice INV-076-0009 to Bernadette Lowry on 15 Sep 2026: net £4,548, VAT £910, gross £5,458, due 15 Oct 2026. She asks for a PO number. There is no customer response in the thread.
15 Sep 2026 Let's schedule a demoLogistical thread: Lewis Kerr asks to schedule a demo now that Toby Carswell has reviewed the proposal. Toby replies the same day offering Tuesday or Wednesday next week, late afternoon.
15 Sep 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation from Alice Brewer to Liz Waddington, Head of Procurement, for a London roundtable on 22 September 2026. There is no customer response in the thread.
18 Sep 2026 Quarterly review: schedulingElena Novak proposed a quarterly review including renewal preparation. Dana Whitaker asked for the usage picture beforehand, suspecting it has dipped since the summer, and wants a colleague to join.
16 Sep 2026 Scheduling the next Veldmaat quarterly reviewJoost Verbeek would not pick a review date until BB-Demo shows the status of agreed actions. Elena Novak committed on 16 Sep 2026 to send an owner-tagged status list and hold Thursday at 14:00.
14 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Marloes de Vries, Finance Manager, to the 24 Sep 2026 webinar, linking it to the coming renewal of 40 licences and quieter colleague usage. No customer response in the thread.
14 Sep 2026 Follow-up from our QBRHollie Grieve summarised the QBR: usage up, support quiet, invoices up to date, contract runs to 9 Apr 2027. Bethany wants partner reviews to lean on the brain. No customer reply in the thread.
14 Sep 2026 Following up on your support ticketKate Ormerod said checks show the brain is behaving as expected and asked Siân Pritchard to confirm before closing the ticket. Siân asked to keep it open until the next morning and for a note of what was changed and when.
15 Sep 2026 Carnmoor check-in: usage and next stepsAmara Obi asked Gemma Thorne for a check-in because weekly active use is well down, with no tickets. Gemma suspects account managers went back to spreadsheets, agreed to Thursday afternoon, and said contract and price are Ian's call.
14 Sep 2026 Invitation: Your renewals, read by the brain (webinar)Alice Brewer invited Ingrid Solberg on 14 Sep 2026 to the webinar Your renewals, read by the brain on Thursday 24 September 2026. There is no customer response in the thread.
14 Sep 2026 Setting up our next QBRHollie Grieve proposed a QBR and Danielle Okonkwo accepted a Thursday at 14:00 for an hour. She shared another field win, asked to include Trent and Greg's summary, and wants a view of top liaison questions by Friday.
15 Sep 2026 Would BB-Demo be willing to talk again?Douglas Baird, Chief Operating Officer, wrote to Daniel Okafor on 14 Sep 2026: the tool they moved to falls short on member queries and trustee calls. He asked for an informal talk, with no commitment. Daniel agreed.
13 Sep 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited IT Manager Matt Colenso to the Revenue leaders roundtable in London, suggesting he pass it to a commercial colleague. This is an event invitation; there is no customer response in the thread.
13 Sep 2026 Invitation: a webinar on reading your renewals with the brainMarketing invitation from Alice Brewer to Mike Delaney for the 24 Sep 2026 webinar on reading renewals. One-way outreach on 13 Sep 2026. There is no customer response in the thread.
13 Sep 2026 Webinar invitation: Your renewals, read by the brainMarketing invitation to Cian Farrell for the 24 Sep 2026 webinar on renewals. Purely promotional, sent 13 Sep 2026. There is no customer response in the thread.
12 Sep 2026 Webinar invitation: your renewals, read by the brainAlice Brewer invited Daan Visser, Head of Merchant Risk, to the 24 Sep 2026 renewals webinar. Marketing outreach only. No customer response in the thread.
12 Sep 2026 Webinar invitationAlice Brewer invited Nate Feldman to a webinar on Thursday 24 Sep 2026 about renewal data. There is no customer response in the thread.
12 Sep 2026 Revenue leaders roundtable, LondonLogistical event invitation: Alice Brewer asks Controller Dana Kurtz to join the Revenue leaders roundtable in London later this month. There is no customer response in the thread.
12 Sep 2026 Revenue leaders roundtable invitationLogistical marketing invitation from Alice Brewer to Marie Goossens, Head of Procurement, for an in-person roundtable in London on 22 Sep 2026. There is no customer response in the thread.
16 Sep 2026 Gatcombe Lees: scheduling your demoLogistical sales thread. Tom Ashdown asks Georgina Lees for a demo slot and books 16 Sep 2026 at 14:00 after her reply. No tier, price or commitment is discussed, and the evidence does not show the demo was held.
11 Sep 2026 Your subscription invoiceBilling email from BB-Demo finance sending invoice INV-169-0004 for the Starter subscription, due 11 Oct 2026, and asking for a PO number. No customer response in the thread.
11 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Russell Bland, Head of Finance, to the BB-Demo webinar on renewals. There is no customer response in the thread. Marketing outreach only.
14 Sep 2026 Renewal conversation: finding a timeGraham Tovey agreed to an early renewal conversation but only with Siân present. He asked for a one-page note on value, usage and Ofgem complaint handling, and wants only confirmed commercial figures.
11 Sep 2026 Your renewals, read by the brain: Thursday 24 September 2026Logistical event invitation: on 11 Sep 2026 Alice Brewer invited Rosa Ellwood to a webinar on 24 Sep 2026 about using the brain in renewal conversations. There is no customer response in the thread.
14 Sep 2026 Let's schedule a discovery callLogistical thread. After speaking on 11 Sep 2026, Jordan Pike asked Melissa Garnett of Kittredge Behavioral Health for a discovery call. She agreed to Monday morning and Jordan confirmed 09:00.
14 Sep 2026 Setting up a check-inMarcus Bell asked Lauren Pilkington for a check-in as usage is still lower. Lauren agreed, said consultants have got out of the habit, and asked whether they can see client complaints more easily.
10 Sep 2026 Scheduling demoAfter a call, Matteo Ricci proposed a technical demo with the solutions engineer for the customer success team. Katharina Richter agreed to next week, Wednesday afternoon. Logistical thread.
11 Sep 2026 Support follow-up on your open ticketKai Petersen confirmed that some hospital device records are not current. After the refresh the Nordic hospitals look right, but two Austrian sites still lack their last service visits.
16 Sep 2026 Salesforce connector sync errorSupport thread: Javier Ortiz reports a Salesforce connector error, 'Authentication failed, check API token', though the token is valid. Bethan Lister's last message asks him to disable and re-enable the connector.
11 Sep 2026 Your proposal for Hallam FerrierHarvey Doyle sent the Growth tier proposal at £62k including implementation. Richard Staniforth will take it to the partners' meeting, will not sign before they agree, and wants a one-page cost per partner summary.
11 Sep 2026 Order form for signatureLewis Kerr sent the £4,548 expansion order form to CFO Malcolm Ridgway. Malcolm asked whether anything recurs on top of the £128k paid and what it does for falling use of the 200 licences. He will sign when it is clear.
10 Sep 2026 Webinar invitation: Your renewals, read by the brainAlice Brewer invited Douglas Baird to an online webinar on Thursday 24 September 2026 about spotting renewal risk across calls, emails and invoices. A marketing invitation with no customer response in the thread.
14 Sep 2026 Discovery callScheduling thread. Harvey Doyle asked Cramond's chief executive and Head of Trustee Operations for a discovery call. Niall Sutherland agreed, and the security questionnaire was completed before the Wednesday 10:00 call.
14 Sep 2026 Order form, Starter renewal 2026Tom Ashdown sent the Starter renewal order form at £22k on 9 Sep 2026. On 14 Sep 2026 Jonathan Marsden asked why he must sign at a higher rate than £20k and said he does not recall the January notice.
9 Sep 2026 Booking your quarterly business reviewHollie Grieve proposed the first Growth quarterly business review. Bethany Cole accepted, wants partner-agreement numbers and asked for Zainab and Russell to attend. Logistical scheduling thread with a clear customer agenda.
10 Sep 2026 Finding a time to walk through the proposalJordan Pike asked Laura Kessler for a live walkthrough of the Enterprise proposal. She accepted Tuesday at 11:00, asked what it does beyond the analytics suite they already pay for, and said she will not sign until security and procurement finish.
17 Sep 2026 Following up on the demoAfter the 9 Sep 2026 demo, Kyle Brandvold asked about Snowflake roles and access. Heather Bauman says Kyle is mostly comfortable, but her COO Frank wants the security review before any numbers are put to him.
9 Sep 2026 Demo schedulingLogistical thread: Matteo Ricci chased Ed Ingham about the mid-September demo and asked to include Fiona, who needs to see how it supports the business case. There is no customer response in the thread.
10 Sep 2026 Proposal discussionMatteo Ricci sent Roisin Clarke the BB-Demo Starter proposal after the demo. She agreed to discuss it on Wednesday at 14:00. Largely scheduling, with no pushback or questions yet.
14 Sep 2026 Finding a time to go through the proposalTom Ashdown asked Eleanor Whitlock for a proposal walkthrough. She agreed, will bring two evaluation colleagues, but cannot commit until her security team sees how the brain sits in their Snowflake account.
9 Sep 2026 Invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Greg Haskins for a renewals webinar on 24 Sep 2026, referencing the term end on 1 Feb 2027. No customer response in the thread.
9 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Louise Carver to a BB-Demo webinar on 24 Sep 2026 about reading renewals with the brain. This is a marketing invitation with no customer response in the thread.
8 Sep 2026 Webinar: Your renewals, read by the brainAlice Brewer invited Jörg Zimmermann to a webinar on 24 Sep 2026 about what drives renewals. Marketing outreach only. There is no customer response in the thread.
8 Sep 2026 Invitation: revenue leaders roundtable, LondonAlice Brewer, Head of Marketing, invited Gary Pellegrin, CFO, to an in-person revenue leaders roundtable in London on 22 Sep 2026. It is an event invitation; there is no customer response in the thread.
10 Sep 2026 Overdue invoice INV-155-0009: fourth reminderDebbie Rowntree replied on 10 Sep 2026 that INV-155-0009 was held because the team stopped using the platform and the renewal charge was queried. She asked for the order form or renewal notice and gave no payment date.
11 Sep 2026 Quick check-in before the autumnMarcus Bell raised a usage dip and a high priority ticket. Nicola Brearley blamed holidays for part of the dip but wants the ticket properly closed, fears a drift back to spreadsheets and asks who owns the fix.
11 Sep 2026 Something seems broken with the data syncMegan Statham, Practice Systems Lead, reports the brain stuck on old data with no change on their side. About half the team is affected. The thread ends with no cause or fix from BB-Demo.
9 Sep 2026 Approval for additional users and intake coordinator accessMarisol Vega approved the additional thirty users on condition that intake coordinators see referrer-level data only, with no patient fields. Hollie Grieve accepted the conditions and promised a written role description.
9 Sep 2026 Follow-up: expansion order formLewis Kerr recapped a £4,548 expansion deal targeted to close on 14 Sep 2026. Procurement Manager Fiona Marsden wants one-off and recurring charges split on the order form, and asks what the expansion fixes given dipping usage.
8 Sep 2026 Scheduling the quarterly reviewImogen Hartley accepted a quarterly review at Fenmoor on Thursday afternoon next week, wants Callum Reid there, and asked for a plain view of who is using the brain and anything she should know on licences.
7 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Ruud Verhoeven to the webinar 'Your renewals, read by the brain' on Thu 24 Sep 2026 and suggested account managers join. Marketing outreach; no customer response in the thread.
7 Sep 2026 Invoice INV-008-0001 for Ardcarne Life AssuranceRachel Dunmore sent Ronan Tierney invoice INV-008-0001 for £30k, issued 7 Sep 2026 and due 7 Oct 2026, and asked for a PO number. The thread holds no customer response.
6 Sep 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Carl Whittle, Finance Manager, to an in-person Revenue leaders roundtable in London on Tuesday 22 September 2026 and asked what would make the brain more useful for finance. No customer reply.
5 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Gráinne Lynch to a renewals webinar on Thursday 24 Sep 2026, noting the contract renews at the end of October. The thread has no customer response.
9 Sep 2026 Next stepsSophie Ling proposed a technical deep-dive on patient and billing data. Khalid Al Mansoori agreed to next week, Tuesday or Wednesday. Sophie then proposed closing by early February and has no reply on that yet.
4 Sep 2026 Invoice INV-163-0003Leah Brandt sent Donal Coughlan invoice INV-163-0003 for the Starter renewal: £22k net and gross, due 4 Oct 2026. The thread is purely billing and contains no customer response.
7 Sep 2026 QBR follow-up and next stepsAfter the review call, Kenmure's CFO asked which figure is contracted and what the company gets if fewer people use the brain. Marcus Bell says £125k is the executed order form figure and will send the signed page.
7 Sep 2026 Product demoLogistical thread: Harvey Doyle asked Karen Unsworth for a demo and Karen agreed to Tuesday at 11:00. No commercial position is stated.
7 Sep 2026 Setting up a check-inLauren Pacheco welcomed a check-in, said reps are really using the brain, asked for a view by shipper of what is being asked, and asked about time to value for adding another team.
3 Sep 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Catherine Mayo to a London roundtable and asked for candid views on where the brain is not earning its place. Logistical and promotional; there is no customer response in the thread.
3 Sep 2026 Webinar for compliance and IT leadersAlice Brewer invited Raj Sandhu of Bellgrove Pension Trustees to a webinar on 24 Sep 2026. This is a marketing invitation only. There is no customer response in the thread.
8 Sep 2026 Material outsourcing classification and what we need before signingCatriona Muir has classed the BB-Demo service as a material outsourcing. She needs PRA notification before signing, an exit plan, and audit and access rights, all in writing. Tom Ashdown has promised the clauses.
9 Sep 2026 CRM sync not workingThomas Janssens reported the CRM sync red, with no successful sync for a few days and a restart not helping. Bethan Lister asked for one more restart on 9 Sep 2026 and said she would check the logs.
2 Sep 2026 Revenue leaders roundtableLogistical event invitation from Alice Brewer to Lukas Hartwig for a London roundtable on 22 Sep 2026. There is no customer response in the thread.
4 Sep 2026 Carnmoor renewal: finding time to talkAhead of the 1 Dec 2026 renewal, Amara Obi raised a fall in usage. Finance Director Ian Prendergast welcomed the early note but wants usage by team with the base stated, will not agree a price on a call, and wants cost per user in pounds.
7 Sep 2026 Carnmoor check-in notes and next stepsAmara Obi's notes show average use of around five people a month and mostly idle seats, with no tickets or overdue invoices. Gemma Thorne agreed a service desk trial but defers any view on idle licences until she has spoken to Ian.
8 Sep 2026 Proposal reviewLogistical thread: Jason Pengelly accepted Wednesday at 14:00 to review a proposal, and Sophie Ling said she would send it that night. The proposal is an open item; no customer view of it appears.
2 Sep 2026 Invitation: Your renewals, read by the brainMarketing invitation to the 24 Sep 2026 webinar on renewals, sent to Pieter van Dam. Purely promotional. No customer response in the thread.
3 Sep 2026 Ardcarne order form for signatureMatteo Ricci sent the Enterprise order form with a £155k total including the implementation fee. Ronan Tierney confirmed the CISO, procurement and Niamh are content and said he would sign on Fri 4 Sep 2026.
2 Sep 2026 Notes from our check-inDaniel Okafor's notes after a check-in record that the contract has ended and Calderbrook now works on its in-house platform. Helen Marsden's concerns are board pack traceability and the data left in the Snowflake account. No customer reply in the thread.
4 Sep 2026 Brackwell renewal: finding a time to talkGareth Whitlam will talk about the renewal but wants usage by person and month first and will not discuss price until he has seen it. Marcus Bell agreed to send the report ahead of a Tuesday afternoon call.
3 Sep 2026 Your Growth renewal noticeMarcus Bell sent the Growth renewal notice with a £50k renewal value against £44k now. Finance Director Gareth Whitlam pushed back, citing low usage of the 40 licences, and asked for usage, a cost explanation and his contract options.
7 Sep 2026 Renewal: justification and usage reportOn 2 Sep 2026 Gareth Whitlam asked for a usage report and written justification for the price increase, and what happens to price if users fall. Marcus Bell promised the report and referred price to Tom Ashdown.
1 Sep 2026 Your renewal from JanuaryGraham Tovey said the renewal increase is larger than expected and usage has been softer, and asked what he would be paying for. Tom Ashdown replied the same day with the £120k annual figure, Enterprise list move and a proposed review of figures and usage.
1 Sep 2026 URGENT: Invoice INV-093-0005On 1 Sep 2026 Rachel Dunmore told Sue Ditchfield that INV-093-0005 was significantly overdue, having been due on 15 Jul 2026, and asked when payment could be expected. There is no customer response in the thread.
4 Sep 2026 Follow-up on the agency view walkthroughJordan Pike proposed a working walkthrough on the customer's data. Heather Bauman offered Thursday afternoon and asked what the agent sees at the end. Jordan replied three days later and apologised for the gap.
2 Sep 2026 More users for the liaison teamDanielle Okonkwo wants thirty more users on top of forty, after a field win. Jordan Pike priced three blocks of ten and co-termed to 29 Apr 2027. Danielle agreed but needs Greg's budget approval and a quote by Friday.
1 Sep 2026 Invitation: revenue leaders roundtable in LondonLogistical marketing invitation: Alice Brewer asked Gregory Hasselbeck, or a colleague, to the London revenue leaders roundtable on 22 Sep 2026. There is no customer response in the thread.
1 Sep 2026 Your Starter renewal noticeAmara Obi sent Kevin Kershaw, Managing Director, the renewal notice on 1 Sep 2026: the Starter contract ends 30 Nov 2026 and active usage is down 41% on the quarter. No customer response in the thread.
4 Sep 2026 Your renewal on 30 Nov 2026Daniel Okafor gave formal notice that the Growth subscription renews on 30 Nov 2026. Stuart Kenyon asked what it saves and said he is not keen to pay if the team is not using it. Daniel promised a one-page value summary.
2 Sep 2026 Your day-to-day contact at BB-DemoDaniel Okafor confirmed he remains Fenmoor's day-to-day contact and introduced Imogen Hartley. Callum Reid asked for one named person, plus cover, for anything touching the 07:00 refresh, and will look into the summer dip.
31 Aug 2026 Webinar invitation: your renewals, read by the brainAlice Brewer invited Fleur Jansen, Information Security Officer, to the 24 Sep 2026 renewals webinar. Marketing outreach with a softly stated quiet-usage concern. No customer response in the thread.
31 Aug 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Finance Director Steven Holroyd to the 24 Sep 2026 webinar on reading renewals with the brain. It is a marketing invitation and there is no customer response in the thread.
30 Aug 2026 Invitation: Your renewals, read by the brain (online, Thursday 24 Sep 2026)Alice Brewer invited Andrea Neumann to the Thursday 24 Sep 2026 webinar on renewals. This is a marketing invitation; there is no customer response in the thread.
30 Aug 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Lorraine Kowalczyk, Controller, to a BB-Demo webinar on renewals read by the brain on 24 Sep 2026. There is no customer response in the thread.
29 Aug 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Nathan Booth to an in-person revenue leaders roundtable in London on 22 Sep 2026 and asked what would make the brain more useful. There is no customer response in the thread.
1 Sep 2026 Ready for your demo?Logistical thread: after the discovery call, Lewis Kerr offered a demo on Fothergill Brice's own data and Lydia Ashurst said they are keen, proposing Tuesday at 10:00.
28 Aug 2026 Invoice for Penwortham MutualBilling thread: Rachel Dunmore sent Lynne Waring invoice INV-097-0003 for the August subscription, £36k including VAT, due 27 Sep 2026, and asked for the PO number. No customer response in the thread.
28 Aug 2026 Invoice INV-076-0008 for Merriott Lyle DistributionBilling email from Rachel Dunmore to Bernadette Lowry issuing invoice INV-076-0008, gross £38k, due 27 Sep 2026. It asks for a PO number and the right invoice address. There is no customer response in the thread.
7 Sep 2026 Follow-up: Growth for IvelbridgeLewis Kerr proposed a 30 Oct 2026 close for Growth. Toby Eccles, the CFO, said he must review the proposal with his board before committing to any timeline. Lewis agreed to adjust.
27 Aug 2026 Invoice INV-172-0003Billing thread: Rachel Dunmore sent Susan Tweddle invoice INV-172-0003 for the renewal, £50k ex VAT (£60k including VAT), due 26 Sep 2026, and asked for a PO number. There is no customer response in the thread.
3 Sep 2026 Scheduling a check-in before renewalElena Novak asked Deirdre Barry for a check-in before the term ends on 17 Sep 2026, citing a usage dip. Deirdre said some consultants went back to spreadsheets over the summer. A morning slot the following week was agreed.
28 Aug 2026 Carnmoor check-in: a time that worksAmara Obi raised falling use with Gemma Thorne, who owned it: account managers went back to spreadsheets in the summer. Gemma agreed a check-in, asked for usage by team, and said Ian is already questioning value.
27 Aug 2026 Carnmoor renewal: finding a time to talkIan Prendergast, Finance Director, will talk but agree nothing. He wants the contracted figure, any renewal uplift in pounds and usage by team before meeting, and says internal usage is thinner than expected.
28 Aug 2026 Let's get the next check-in in the diaryLogistical thread: Amara Obi proposes a first check-in, citing eight active people on average and steady usage. Monique Fairley asks for the week after next. Amara offers an invite.
27 Aug 2026 Renewal call: finding a timeElena Novak asked Ruud Verhoeven for days next week for a 30-minute renewal call, with an agenda covering the 50 licensed users, usage and written terms. No customer response in the thread.
28 Aug 2026 Finding time to talk through the renewal termsMalcolm Ridgway accepted Wednesday at 14:30 but wants the current schedule and terms in writing first, will not discuss features, and said not to open with growth but with what the company gets for the money.
27 Aug 2026 Follow-up from our QBRAfter the QBR, Marcus Bell wrote that active users fell on the previous quarter, logins are well below 40 licensed users and a small group asks most questions. He asked what is behind it ahead of contract end on 31 Mar 2027.
28 Aug 2026 Finding a time to check inHelen Marsden confirms the decision to move onto the in-house platform was taken above her team, and she must complete the transition. She wants to cover how board pack figures tie back and what happens to the Snowflake data.
1 Sep 2026 Notes from our check-inAfter the 27 Aug 2026 check-in, Callum Reid accepted Daniel Okafor's notes but wanted a date for each of two open tickets. He asked for a marine cargo worked example and deferred adding users.
28 Aug 2026 Growth proposal: moving forwardAfter a call on 26 Aug 2026, Jacqueline Sutcliffe asked for a demo and the proposal. Sophie Ling sent a Growth proposal at £62k covering subscription and implementation, co-termed to the renewal cycle. No customer reply after that.
27 Aug 2026 Booking your next QBRMarcus Bell asked Lauren Pilkington to book the next QBR on the Growth plan, citing quieter usage. Lauren agreed and admitted some consultants have drifted back to old habits.
27 Aug 2026 Finding time for a check-in before the renewalAmara Obi asked Brendan Moran for a check-in before the 31 Oct 2026 renewal, citing a usage dip. Brendan agreed, asked for the executed order form to be the document used, and may bring finance. Tuesday 10:00 proposed.
28 Aug 2026 Booking the QBRMarcus Bell raised falling monthly users with Shona Baird. She accepted that numbers are down because some service desk staff moved onto a new rota. A Friday morning QBR was set.
26 Aug 2026 Scheduling the security review sessionTheo Gallagher proposed a session on access, data location and incident history. Ravi Subramanian accepted with two additions: written access evidence in advance, and a written incident history for his audit committee. Thursday agreed.
25 Aug 2026 Renewal notice: Brinkerhof DistributieElena Novak gave Ruud Verhoeven formal notice that the Growth subscription ends 23 Nov 2026. The open renewal is £54k against a contracted £48k, and usage is down. No customer response in the thread.
25 Aug 2026 Check-in callLogistical scheduling thread. Marcus Bell offered a call with usage numbers to review on 25 Aug 2026; Jess Mitchell agreed and suggested Thursday afternoon. Nothing is said about value, price or renewal.
28 Aug 2026 Another session?Marcus Bell offered another session, noting activity is quiet. Jenna Price replied that the team is stretched, the consultants could not be gathered, and asked to park it until things ease off.
25 Aug 2026 Follow-up after the demoAfter the 24 Aug 2026 demo, Hayley Staniland asked in writing which systems must connect, how long it takes and who does what, as her team is small. Harvey Doyle said Hannah Lowe will reply and restated £62k.
24 Aug 2026 Follow-up from our quarterly reviewAfter the quarterly review, Amara Obi told Steven Holroyd and Josh Pearce that active users are down sharply against a 150-user licence, and asked why. There is no customer response in the thread.
24 Aug 2026 Invoice INV-086-0006Logistical billing thread: BB-Demo finance sent invoice INV-086-0006 for £11k, due 23 Sep 2026, and asked for a PO number. There is no customer response in the thread.
25 Aug 2026 Growth, next stepsAfter a call with her ops team, Jennifer Holloway agreed a Friday 14:00 ET walkthrough of the Growth proposal and timeline. Jordan Pike plans to send the draft proposal by end of day Thursday.
24 Aug 2026 Time for a check-in before the renewalOn 24 Aug 2026 Marcus Bell asked Gareth Whitlam for a check-in before the contract ends on 30 Nov 2026, citing a dip in usage and fewer people asking questions. There is no customer response in the thread.
25 Aug 2026 Check-in call: finding a slotDaniel Okafor asked Callum Reid for a thirty-minute check-in. Callum agreed, put the dip down to holiday cover, and asked for a straight answer on refresh timing for the bordereaux dashboards and who owns it.
24 Aug 2026 How are you getting on?Marcus Bell checked in after the renewal. Sales Operations Manager Darren Blakey said usage had been lighter after staffing changes at the end of July and agreed a call would help. Marcus offered to book one.
21 Aug 2026 Scheduling discoveryLogistical thread: Matteo Ricci asked Ed Ingham for discovery session dates and said BB-Demo aims to have Strathcorran live on Growth within eight weeks of signing. Ed replied that early next week would be ideal.
21 Aug 2026 Renewal order formLewis Kerr sent the Growth tier renewal order form at £50k ex VAT on 20 Aug 2026. Finance Director Barry Coxon replied on 21 Aug 2026 that he had signed it and it would be returned that day.
21 Aug 2026 Renewal order form for signatureLewis Kerr sent Cian O'Leary the Starter renewal order form at £22k for the same 15 users. Cian asked for the headline and any reduction. Lewis said the first-term discount cannot be repeated. No signature is shown in the thread.
24 Aug 2026 Check-in: finding a slotMostly scheduling: Hollie Grieve and Danielle Okonkwo fixed a Thursday 15:00 Central check-in. Danielle asked for simple examples of how questions asked are trending, for the leadership team.
24 Aug 2026 Security review session: arranging a dateSabine Kranz accepts Wednesday at 14:00 for a security review session with Theo Gallagher. She sets firm requirements: exact processing locations, access log evidence and a documented exit plan, with drafts marked.
19 Aug 2026 Notes from today's check-inDaniel Okafor told Finance Director Philip Annear that about nine of 50 licensed users are active. Philip said he cannot defend that number at renewal and asked who uses it, what it saves, and for findings before the board.
19 Aug 2026 Follow-up from the demoAfter the 18 Aug 2026 demo, Jordan Pike set out a £155k Enterprise proposal including implementation. Amber Schultz replied wanting a connector list from Theo and the proposal split into subscription and implementation.
18 Aug 2026 Invoice INV-156-0006Rachel Dunmore sent Heather Gillespie invoice INV-156-0006 for £38k gross, due 17 Sep 2026, and asked for a PO number. This is a billing thread with no customer response.
20 Aug 2026 Discovery follow-upAfter the demo, An Peeters agreed a Thursday 10:00 call on Growth implementation. On 20 Aug 2026 she said she must discuss with management and would return next week. The evidence does not show a reply after that.
18 Aug 2026 Expansion proposal for Merriott LyleLewis Kerr sent a £4,548 expansion proposal, ex VAT. Malcolm Ridgway asked for the order form, questioned adding to unused licences, wanted total cost in writing, and prefers to wait for Daniel's review.
18 Aug 2026 Product demonstrationLogistical thread: Matteo Ricci asked Roisin Clarke for a one-hour product demonstration on Kilcarra Medical's own systems, after the discovery session. There is no customer response in the thread.
17 Aug 2026 Invoice INV-178-0003Logistical billing thread: Rachel Dunmore sent Maeve Doherty invoice INV-178-0003 for £22k, due 16 Sep 2026, for the annual Starter subscription from 28 Aug 2026. There is no customer response in the thread.
17 Aug 2026 Notes from our check-inDaniel Okafor's notes record a steeper usage fall, uneven across teams, two high priority tickets answered within Enterprise times, and a small group asking most questions. There is no customer reply in the thread.
20 Aug 2026 Follow-up after the demoAfter the demo, Kyle Brandvold asked in writing what data leaves the Snowflake account and how fresh it is. Jordan Pike cited an expected close of 8 Jan 2027 and a total deal value of £155k, not an annual price.
21 Aug 2026 Scheduling your quarterly reviewHollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.
19 Aug 2026 Security review: finding a dateEuan Rattray accepted a working-session format for the security review but set conditions: materials days ahead, evidenced access review, plain incident history. He asked that nothing be read as agreement beyond the review.
20 Aug 2026 Catching up before the autumnHollie Grieve asked Natasha Pryor for a check-in. Natasha agreed, preferred Tuesday morning, and asked for the incident and family contact data picture by home. Hollie confirmed and will prepare a per home view with sources.
17 Aug 2026 Finding a time for a check-inMarcus Bell flagged fewer weekly logins and two high-priority tickets. Helen Varley suspects trust renewals are the cause, wants both tickets covered first by trust, and accepted Thursday at 14:00.
17 Aug 2026 Renewal conversationMarcus Bell opened the renewal conversation ahead of the 22 Sep 2026 renewal date. Jonathan Marsden replied he was stretched and offered the following week, and asked how long the call would take.
20 Aug 2026 Scheduling your quarterly reviewAmara Obi set up a QBR with Finance Director Steven Holroyd, who agreed a Wednesday afternoon and asked for usage numbers in advance and for Josh Pearce to attend. Amara flagged usage as a little down.
17 Aug 2026 Renewal order form for signatureRobert Lindsay questioned the £125k on the renewal order form against his current annual figure of £104k and wants a written breakdown before signing. Tom Ashdown promised it the same day.
19 Aug 2026 Booking a demo slotEleanor Whitlock agreed to a further demo for client service and distribution, on a Thursday afternoon. She set conditions: agreed agenda, governance-approved sample data, and Julian absent until security review concludes.
17 Aug 2026 Check-in call: finding a timeScheduling thread for a check-in call. Dana Whitaker agreed a Thursday slot and added an agenda item: many of the 40 licensed users are not really using the brain yet.
17 Aug 2026 Booking your demoHarvey Doyle took over from Priya Raman and asked Cerys Llewellyn to book a demo. Cerys agreed to a Monday morning and brought in Hayley Staniland, who knows the systems best. Logistical thread.
17 Aug 2026 Introduction and your platform reviewSofia Marchetti wrote to Simon Achterberg, Carnmoor's CIO, who is reviewing everything the business pays for. He agreed to a call, asked for the architecture and support facts, and wants a written summary, not slides.
14 Aug 2026 Ashwell Mercer Interiors: checking in on your BB-Demo subscriptionAlistair Penrose, joint administrator, replied on 14 Aug 2026 that the administration does not adopt the Growth contract, will not hold a check-in, and wants written confirmation of the data BB-Demo holds and the arrangements at term end.
13 Aug 2026 Finding a time to talk about the renewalLargely logistical: Amara Obi and Ian Prendergast agreed a Wednesday 10:00 call on renewal usage. Ian set the terms: a conversation, not a negotiation, with usage figures and bases sent first. The thread does not show the call's outcome.
13 Aug 2026 Let's schedule discoveryMatteo Ricci proposed a discovery call next week. An Peeters said next week is tight and suggested Tuesday or Wednesday the week after. No reply from Matteo is in the thread.
12 Aug 2026 Let's schedule a discovery callLogistical thread: Lydia Ashurst agreed a discovery call with Lewis Kerr for a Wednesday at 09:30 to explore how the brain fits her business-development team's workflows.
14 Aug 2026 Ashwell Mercer Interiors: BB-Demo claim as creditorBB-Demo lodged an unsecured creditor claim with the joint administrator. He acknowledged it without admission, said the administration does not adopt the contract, and treats the subscription as ending on 22 Aug 2026.
12 Aug 2026 Finding a time for our check-inDaniel Okafor proposed a check-in; Siân Pritchard accepted for Thursday after 14:00. She volunteered that fewer key account people are opening the brain than in the spring and wants usage split by who asks.
14 Aug 2026 Quarterly review: finding a timeAndrew Sugden will join the commercial part of the review but wants BB-Demo to show what the £52k subscription returns and how many customers account managers touch weekly. He will put it in the plan if both are shown.
17 Aug 2026 Carnmoor renewal at the end of the termIan Prendergast said the renewal figure will not be approved while the platform programme runs. By 17 Aug 2026 he relayed that the CIO suggests letting the contract lapse on 1 Dec 2026. Ian has not agreed that.
13 Aug 2026 Check-in for Brenneck Pay: finding a dateMostly scheduling: Katrin Vogelsang agrees Thursday next week at 10:00. She also asks for the source of usage figures and for evidence she can file for the auditor on where the data sits.
11 Aug 2026 Following up on the QBR: usage and next stepsAfter the QBR call, Daniel Okafor wrote up a usage dip across the 200 licensed users, branch teams reverting to spreadsheets, and four tickets in a month. No customer response in the thread.
11 Aug 2026 Follow-up: next stepsMatteo Ricci flagged integration questions raised on a call with Lindesvik Logistik, sent a note, and proposed closing in early January. Magnus Bergström agreed the timing and promised a reply by end of next week.
10 Aug 2026 Invoice INV-155-0009: third reminderRachel Dunmore sent a third reminder on 10 Aug 2026 for INV-155-0009, the annual Growth subscription, £13k gross, due 25 Jun 2026. She had no remittance or reply to two earlier emails. No customer response in the thread.
12 Aug 2026 Security review session: next stepsAfter reading the post-incident review, Ravi Subramanian listed three findings still open: named standing access, EU and US cluster separation, and connector credential retention. A session was set for Thursday at 14:00.
18 Aug 2026 Demo follow-up and your questions on connecting your systemsShabana Iqbal asked what connectors read, where data sits and her team's effort. After Sophie Ling's answers, Fiona Drummond asked for a proposal, subject to partners' sign-off.
10 Aug 2026 Your support ticket: follow-upA connector stopped loading new records and shows "authentication failed" after Brakkevoort changed access settings. Bethan Lister asked Bas Vermeulen to have IT re-authorise it; the ticket stays open.
12 Aug 2026 Follow-up from our review callElena confirmed actions from the review call. Aisling named the CRM, accounting system and mailbox as the connectors in use and will check the rest. Deirdre has not yet named consultants for the refresher.
7 Aug 2026 Getting a check-in in the diaryHollie Grieve asked for a check-in. Danielle Okonkwo agreed, said a liaison's prepared hospital meeting is what she bought the brain for, and wants an easy way to pull the referral trend herself.
10 Aug 2026 Proposal for the renewalLewis Kerr asked for a proposal conversation ahead of the 27 Feb 2027 renewal. Deepa Chauhan said usage has dipped, wants the proposal in writing after the review, and asked that Malcolm be kept out for now.
12 Aug 2026 Renewal order formLewis Kerr sent a £22k Starter renewal order form. Diarmuid Kenny asked whether the price holds if more teams join; Lewis said extra users are a separate add-on. No signature is shown.
6 Aug 2026 Setting up the demoLogistical thread: Sophie Ling introduced herself to Fiona Drummond and asked for client scenarios, attendees and a Tuesday or Wednesday slot. There is no customer response in the thread.
10 Aug 2026 Incident history requestEuan Rattray asked for BB-Demo's incident history for the supplier review. After receiving the July outage review on 6 Aug 2026, he said on 10 Aug 2026 that he would keep the finding open until corrective actions are evidenced.
10 Aug 2026 Quick check-in callAmara Obi told Hugh Fenton that Wrenfield's adoption has picked up and users are growing month on month. Hugh agreed to a check-in on Monday next week. Logistical thread, no concerns raised.
7 Aug 2026 Check-in notes and next stepsAmara Obi's 6 Aug 2026 check-in notes report usage up and more questions asked. Gemma Holt agreed to send a list of customer service staff for access and confirmed autumn for the QBR. One of two tickets still needs a look.
5 Aug 2026 Invoice INV-160-0005Rachel Dunmore sent invoice INV-160-0005 for £12k, due 4 Sep 2026, under the Growth subscription, and thanked the customer for prompt payment of the previous invoice. No customer response in the thread.
6 Aug 2026 Discovery call, BB-DemoLogistical thread: Sophie Ling asked Karen Unsworth for a discovery call and Karen replied the next day offering Thursday at 14:00 or 15:00. No commercial position is stated.
5 Aug 2026 Invoice INV-094-0004Rachel Dunmore sent Tracey Bainbridge invoice INV-094-0004 for the renewal subscription: net £22k plus VAT £4,400, gross £26k, due 4 Sep 2026. She asked for PO confirmation. No customer response in the thread.
6 Aug 2026 RE: Invoice INV-093-0005Rachel chased INV-093-0005 (£23k) again on 5 Aug 2026. Sue Ditchfield replied on 6 Aug 2026 that it was being processed that week and promised a status, with no payment date.
7 Aug 2026 Setting up the demo on your agency dataHeather Bauman agreed to a demo on her own agency data, but wants her security team to see the list of records before anything is loaded. She proposed Thursday afternoon at 14:00 and asked for service ticket questions to be covered.
11 Aug 2026 Support follow-up: data not updatingFemi Olatunji reports the same source has stopped updating again, with partnerships and complaints teams and the COO asking. Cause appears to be a customer-side permissions change; ticket stays open until a clean run.
7 Aug 2026 July incident and a reference requestThe CISO wants the written root cause and remediation for the July outage, and whether it touches the security review. Tom Ashdown asked him for a reference call for a US prospect; he agreed, wanting Daniel's account first.
4 Aug 2026 Renewal notice and a point to correct in our recordsAmara Obi sent the formal Growth renewal notice and flagged that the CRM renewal record shows a Starter deal at £22k. Ian Prendergast works from the £42k order form, wants the Starter figure kept narrow and will not agree a price on a call.
7 Aug 2026 Renewal terms for the Growth subscriptionIan Prendergast asked for today's price, the proposed price, the change in pounds and any term changes. Sophie Ling gave £42k as the current figure and promised a written quote the following week; no figure is in the thread.
4 Aug 2026 Notes from our check-inWritten notes after a call with Dana Whitaker: usage up on the previous quarter, no tickets, good day-to-day experience, and room in the 40 licensed users for more property managers. No customer reply in the thread.
4 Aug 2026 Notes and a few optionsMarcus Bell wrote on 4 Aug 2026 that usage was lower again since the refresh problem, the placements pipeline connector still holds back value, and the contract runs to the new year. No customer response in the thread.
5 Aug 2026 Training sessionLogistical thread: Hamza Akhtar said integration was nearly done on 3 Aug 2026 and proposed a training session. Kayla Ramirez chose a Friday afternoon and Hamza set 14:00.
4 Aug 2026 Follow-up training: dashboards and renewals viewLaura suggests a second session on the renewals view and per-client dashboards. Jasmine agrees for Thursday afternoon, will invite more colleagues and may ask Monica to get the rest of the forty seats in use.
3 Aug 2026 Invoice INV-085-0003 for Carrowkeel SoftwareRachel Dunmore sent Declan Moran invoice INV-085-0003 for £50k, issued 3 Aug 2026 and due 2 Sep 2026. It is unpaid with nothing overdue. She asked for a PO number. This is a logistical thread with no customer reply.
6 Aug 2026 Credit note for the disputed invoiceVeldmaat's Finance Controller will not pay the disputed invoice, in whole or in part, until a credit note arrives. BB-Demo accepted on 3 Aug 2026 that the invoice should follow the executed order form. The thread does not show the credit note issued.
4 Aug 2026 Thorverton: scheduling your demoLogistical thread: Sophie Ling offered Beth Venn a demo, and Beth proposed times. The demo was booked for 4 Aug 2026 at 14:00.
3 Aug 2026 Following up on our check-inAfter the check-in, Craig Ashwell agreed a working session with Debbie and a project manager. He wants a live agreed-not-invoiced variation shown and a plain statement of what renewal gives if usage stays flat.
3 Aug 2026 Implementation progressPhil Catterall says teams are using the brain well, with more engagement than expected, and some people are asking about adding more users. He asked to discuss it.
3 Aug 2026 Booking our next check-inLogistical thread. Daniel Okafor asked for a check-in slot; Tomasz Wiśniewski picked Wednesday 14:00 to 14:45, bringing two onboarding colleagues, and asked for the three open actions with owners beforehand.
5 Aug 2026 Finding a time for the QBRDaniel Okafor asked Deepa Chauhan for QBR slots and attendees. Deepa agreed the agenda, offered Tuesday or Thursday mornings, and asked for usage split by team before she faces the directors.
31 Jul 2026 Your renewal, Clonvara Insurance ServicesAmara Obi gave formal renewal notice for the Growth subscription due 31 Oct 2026. COO Brendan Moran asked for the gap between the £55k renewal deal and contracted £47k explained in writing.
31 Jul 2026 Scheduling the security review callTheo Gallagher set out four open security findings with owners and asked to schedule a call. Declan Furlong agreed to Tuesday 10:00 but wants the notification commitment and log extract sent before the call.
31 Jul 2026 Quillmark Health vendor evaluation: decisionOn 31 Jul 2026 Tasha Greene told Jordan Pike that Quillmark Health is proceeding with another vendor. She cited an unresolved data-integrity incident and called the decision final for this procurement. No reply from BB-Demo is in the thread.
5 Aug 2026 Service credit for the July refresh problemsImogen Hartley asked whether Enterprise service credits cover the July refresh misses. Daniel Okafor confirmed that freshness counts and a one-off credit is due, with no change to the £125k annual fee.
4 Aug 2026 Demo for the national accounts teamDeShawn Mitchell, VP National Accounts, accepted Jordan Pike's demo proposal for Thursday at 10:00. He will bring a regional manager and someone from credit, and wants to see one contractor account on his own data.
31 Jul 2026 Next check-inAmara Obi asked for a check-in covering rising usage, this month's tickets and the renewal on 4 Jan 2027. Gemma Holt agreed to a call the week after next, will bring Rajesh Mistry in if needed, and wants to know why the tickets happened.
29 Jul 2026 Scheduling the review callLogistical scheduling of a review call. Deirdre agreed to Thursday morning and wants Cian on the call because the renewal is on the agenda and he will not sign without a chat. Cian's availability is unconfirmed.
31 Jul 2026 Renewal, contract and pricingTom Ashdown sent the renewal order form at £22k a year. Finance Director Pauline Metcalfe called it a jump from the current fee and asked why. Tom offered a value call with Marcus and pressed for signature.
29 Jul 2026 Follow-up on the proposal for extra usersJordan Pike sent a £4,011 expansion proposal on top of the Growth subscription, targeting close on 29 Sep 2026. CFO Raymond Tsai wants seat usage against the 40 licensed users before he looks at the number.
29 Jul 2026 Thanks for the demo, and next stepsLogistical follow-up to a demo. Henry Calloway, Head of Client Service, was positive and will send his team's most common questions by the end of the week. He flagged that client data sits in several systems.
29 Jul 2026 Finding a time for our next check-inDana Whitaker accepts the Thursday check-in with Elena Novak and says team members have asked to bring more property managers on to the brain. She reports good use. An expansion signal.
4 Aug 2026 Ardcarne Enterprise order form: exit plan and next stepsArdcarne's procurement lead put the exit plan ahead of price and date, and said nothing is agreed until Legal reviews. The COO will proceed if the CISO and procurement are content. Signature target was 4 Sep 2026.
31 Jul 2026 Post-incident review for the July outageDeclan Furlong accepted the post-incident review and praised its candour, but keeps findings open until he has logs, a contractual notification time and owners with dates for planned actions. Exit plan stays with procurement.
30 Jul 2026 Check-in before the term endsAmara Obi, new on the account, asked Helen Marsden what she still needs before the term ends. Helen said usage is down because the work is being wound down, not because the brain stopped being useful, and wants it kept running for the board pack.
29 Jul 2026 Follow-up from today's QBRAfter the 28 Jul 2026 QBR, Amara sent usage figures: 40 licensed users, about nine active on a typical day. Ian Prendergast, Finance Director, wants the cost per active user in pounds before renewal and will take a view nearer the time.
28 Jul 2026 Check-in notes and agreed actionsAfter the check-in, Katrin Vogelsang confirmed the notes, asked for the order form clause proving EU data residency, and praised the single merchant view. Both sides expect to discuss renewal in the autumn.
29 Jul 2026 Check-in notesAfter the check-in, Daniel Okafor reported steady usage, four tickets in a month, two high priority, and no overdue invoices. Deepa Chauhan said two high priority tickets is too many and the regional directors have noticed.
28 Jul 2026 Check-in notes from our callMarcus Bell sent Pieter van Dam notes from the 28 Jul 2026 call: ticket volume up with several high priority, usage below what he wants, exception view key to the shipper review. No customer reply in the thread.
28 Jul 2026 Quick check-inDaniel Okafor wrote to Hugh Firth on 28 Jul 2026 after a call, flagging technical tickets including a high priority one, and asking about friction. The thread has no customer response.
29 Jul 2026 Catching up on the brain: time for a check-in?Daniel Okafor asked Imogen Hartley for a check-in after growing usage and several tickets. Imogen replied that the real question is morning reliability, asked for Callum Reid to join, and wants to go through the tickets.
28 Jul 2026 Let's schedule discoveryLogistical sales thread. Nate Feldman agrees to a discovery call and proposes Tuesday. Jordan Pike confirms and will send a call link.
27 Jul 2026 Quick check-in after kickoffLaura Penhaligon followed up after kickoff, introduced Amara Obi as the customer's point of contact and asked whether Ellie Rowcliffe had started inviting users. No customer response in the thread.
24 Jul 2026 Training sessions for the client-service teamLaura offers training to Jasmine Coleman, a heavy user. Jasmine accepts a Wednesday morning slot with three or four attendees, and Laura agrees a smaller first group and a repeat for absentees.
27 Jul 2026 Nightly refresh in July and the Enterprise creditSiân Pritchard asked whether the nightly refresh finished by 07:00 after teams saw stale answers. Daniel Okafor confirmed the freshness commitment was breached on two mornings and said a credit is being applied. The written cause is still owed.
27 Jul 2026 Etowah Lane security review: open items and one disclosureRavi Subramanian sent four evidence requests and asked for the owner of each control to answer. After Jordan Pike disclosed a July EU nightly refresh outage, Ravi paused the review until he has read the post-incident review.
24 Jul 2026 Payment reminder, INV-015-0004Billing reminder: Rachel Dunmore told Bryony Gilchrist that invoice INV-015-0004 for £26k remained unpaid and asked when to expect payment. No customer response in the thread.
24 Jul 2026 Refresh outage this week: disclosure for your security reviewJordan Pike disclosed a three-day nightly refresh outage in the evaluation environment, root cause still open. Megan Alvarez credited the early notice but asked for four written items and said the review status is unchanged.
27 Jul 2026 Booking a check-inMarcus Bell asked for another check-in as usage drifted down further. On 27 Jul 2026 Jenna Price asked to park the call until the week after next, and had not yet checked the data after the refresh problem.
27 Jul 2026 What we are paying forGareth Whitlam says Brackwell pays £44k for 40 licensed users and few use it, and will agree nothing on renewal without a plain answer. He called Marcus Bell's reply a feature list and set three items for Wednesday.
23 Jul 2026 Notes from today's check-inMarcus Bell sent Nicola Brearley notes from the 23 Jul 2026 check-in: usage climbing, no open tickets, contract to 10 Apr 2027. Nicola confirmed them, asked for a depot split and said she cannot commit budget yet.
27 Jul 2026 Next QBRAmara Obi asks Gemma Thorne to book the next QBR and raises what happens after the contract ends on 1 Dec 2026. Gemma agrees to the QBR but will not commit on the renewal until she has seen the usage numbers.
28 Jul 2026 Discovery sessionLogistical thread: Matteo Ricci asked Roisin Clarke for a two-hour discovery session and Roisin confirmed Tuesday at 10:00, with the time blocked for her team. No commercial signal beyond willingness to meet.
24 Jul 2026 Refresh outage: notification and dated commitmentsMatteo Ricci told Ardcarne's CISO of a refresh outage the same day. Declan Furlong credited that but said notification is not closure and asked for written evidence and dated commitments under DORA.
23 Jul 2026 Incident history: written confirmation requestedMegan Alvarez restated an open review item: BB-Demo must describe incidents in the last ninety days in writing, or confirm there were none. She wants it attested by someone with authority. No BB-Demo reply in this thread.
28 Jul 2026 Following up on our discovery conversationAfter discovery, Priya Raman recapped a Growth proposal of £62k including implementation. Chief Executive Patrick Rowbotham said the board must see the cost first and asked for cost per customer. Decision target is 18 Nov 2026.
22 Jul 2026 Invoice INV-093-0005: payment outstandingRachel Dunmore chased Sue Ditchfield for invoice INV-093-0005 for £23k, due 15 Jul 2026 and unpaid. No customer response in this thread.
22 Jul 2026 Your support ticket: checking inBethan Lister asked Femi Olatunji to trigger a manual refresh. It completed with no error and the records look current, but Femi wants the ticket kept open until he sees tomorrow's nightly run.
22 Jul 2026 Training session: confirming the detailsLogistical thread: Jasmine Ortega chose the Wednesday 09:30 slot for the training session and asked for a recording because some of the team are out.
24 Jul 2026 Time for a call on commercial termsMatteo Ricci booked a Tuesday 10:00 call with Ronan Tierney on Enterprise commercial terms. He disclosed a data refresh outage and said Declan Furlong has the full note and should say whether he is content.
22 Jul 2026 Refresh issue today and what we're doing about itSofia Marchetti told Jenna Price that the data refresh did not complete, that a fix was due at about 16:05 and backfill by 09:30 the next morning. There is no customer response in the thread.
22 Jul 2026 Data refresh issue: where we areSofia Marchetti told Joost Verbeek on 22 Jul 2026 that the nightly refresh failed and the brain answered on stale data. She gave a fix time and a backfill time. There is no customer response in the thread.
22 Jul 2026 Refresh issue affecting your brain todayOn 22 Jul 2026 Sofia Marchetti wrote to Gareth Whitlam that the overnight refresh failed and data was stale, though the brain stayed available. A fix and backfill were planned. There is no customer response in the thread.
22 Jul 2026 Nightly refresh issue todaySofia Marchetti told Imogen Hartley the nightly refresh missed 07:00 and data was stale, with three tickets linked to one cause. She set out a fix and a backfill, and pointed to the Enterprise freshness terms. No customer reply in the thread.
24 Jul 2026 Renewal noticeAmara Obi told William Coultas on 21 Jul 2026 that the Starter contract renews on 19 Oct 2026 and asked for an August call. William said he would check the budget cycle and reply by early August. No call or answer appears in the thread.
21 Jul 2026 Onboarding session: finding a timeLogistical thread: Laura asks for a half-day to go through priority connectors and admin access. Monica offers Thursday morning next week, will bring a team lead and will send admin names beforehand.
21 Jul 2026 Carrowkeel renewal order form for signatureSophie Ling sent Conor Daly the Growth renewal order form totalling £50k. Conor asked which version is the signed one and wants to compare it with an earlier draft. Sophie confirmed it is the only current copy and nothing is yet signed.
22 Jul 2026 Follow-up from our QBRAfter the QBR, Daniel Okafor summarised steady usage and room on 160 Enterprise licences. Philippa Gore asked for FCA reporting items to be separated out and for a named owner. Daniel took ownership and promised the summary by Friday.
21 Jul 2026 Scheduling: check-inMarcus Bell and Graeme Charlton agreed to book a 30 minute check-in ahead of the renewal. Graeme prefers mornings and is away the first week of August. Logistical thread.
24 Jul 2026 Scheduling our check-inLogistical thread: Elena Novak proposes check-in slots and Katrin Vogelsang picks Monday at 10:00. Katrin asks for the source of the usage figures so she can show them to auditors.
22 Jul 2026 Training session for the account teamsJasmine Ortega agreed to a training session for around half a dozen of her team and asked for a view of what has been said to a shipper across support and Salesforce.
21 Jul 2026 Stockton office and the Teesside teamClaire Ackroyd told Marcus Bell that Tolmere's Stockton office is closing and asked how fast Teesside account managers and Tolmere systems can get onto the brain. Marcus replied on 21 Jul 2026 with a seat check and a plan.
20 Jul 2026 Security review: evidence ahead of the sessionTheo Gallagher reported one finding closed with evidence and two open: access log retention wording and the subprocessor list. Sabine Kranz recorded item 1 closed and wants dates in writing and the draft exit plan a day before Thursday at 11:00.
22 Jul 2026 Scheduling our next check-inDaniel Okafor and Deepa Chauhan agreed a Thursday 14:00 check-in with Tariq Saleem, and credit control for the last part. Deepa wants a clear view of account data matching. Logistical, with a stated need.
22 Jul 2026 Finding a time to talk through the escalationMarcus Bell asked Pieter van Dam for 30 minutes on the escalation. Pieter replied that he does want the call, prefers Tuesday or Wednesday morning next week, and asked for a list of open exception tickets with a plan for each.
24 Jul 2026 Brackwell check-in: finding a timeMarcus Bell asked Gareth Whitlam for a check-in on usage. Gareth asked whether it was a renewal discussion and wanted usage by person first. Marcus said check-in, sent the summary and set 14:00 the following Wednesday.
23 Jul 2026 Follow-up on your support ticketKate Ormerod traced a hospital contract grouping problem to a naming difference and applied a fix after Jana Fischer confirmed the grouping. Jana said the team is using the brain much more now.
20 Jul 2026 Booking a check-inMarcus Bell asked Craig Ashwell for a check-in because logins are down against 40 licences. Craig admits the brain dropped off during two fit-outs and wants real projects shown, with variations visible to the credit team.
17 Jul 2026 Invoice INV-100-0002Billing thread: Rachel Dunmore sent Louise Pring the first subscription invoice, £22k plus £4,400 VAT, total £26k, due 16 Aug 2026, and asked for a PO number. No customer response in the thread.
17 Jul 2026 Check-in before renewalMarcus Bell proposed a check-in before the 14 Aug 2026 renewal. Aoife Mulcahy agreed and asked to look at adoption across agency groups and some newer agencies, wanting to meet early the following week.
16 Jul 2026 Invoice INV-155-0009: second payment reminderRachel Dunmore sent Debbie Rowntree a second reminder on INV-155-0009, £13k gross, due 25 Jun 2026. Billing chase only; there is no customer response in the thread.
16 Jul 2026 Kickoff meetingLogistical thread: Laura Penhaligon asked Ellie Rowcliffe for an implementation kickoff time and Ellie agreed to Tuesday afternoon at 14:00 with some of the project team.
16 Jul 2026 Ashwell Mercer Interiors: BB-Demo subscription during the administrationJoint administrator Alistair Penrose asked BB-Demo to keep the service running to 22 Aug 2026 and said the administration adopts no contract beyond it. Priya Raman confirmed access and passed the pre-appointment debt to Bridget Kearsley.
20 Jul 2026 Onboarding scheduleLogistical thread: after connectors were configured, Ollie Pearson offered an admin panel walkthrough and Ciara Joyce accepted Wednesday at 10:00. Reply came five days after the request.
17 Jul 2026 Following up on our discovery conversationAfter discovery, Matteo Ricci confirmed a Growth tier pencilled at £62k including implementation. Richard Staniforth is not yet persuaded partners will use it and wants cost and savings per partner.
15 Jul 2026 Check-in call: finding a timeFemke van Gestel agreed to a check-in with Elena Novak, said usage is up and she is happy, and asked what the plan is for the delivery complaints view, which she most wants to discuss.
16 Jul 2026 Setting up an escalation sessionDaniel Okafor asked Callum Reid for a session on escalation. Callum asked only for a one-page path with names, order and response times, said the team is fine, and accepted Friday at 10:00.
21 Jul 2026 Booking our next check-inMarcus Bell and Nicola Brearley agreed a Thursday 14:00 check-in. Nicola wants usage by team and under-used licences, and hinted at news about the group. Mostly scheduling, with a possible signal to follow up.
16 Jul 2026 Removing the leasing-system connectorKofi Asamoah asks Dominic Hale to remove the leasing-system connector for good because the client list now arrives by another route. Indexed records stay. The billing ledger connector is planned for removal in September.
16 Jul 2026 Schedule discovery callLogistical thread: Sophie Ling asked Jason Pengelly for a discovery call and Jason replied that next week works, proposing Wednesday at 10:00. No commercial position is stated.
17 Jul 2026 Discovery callLogistical thread: Jordan Pike proposed a discovery call on pulling TMS data together with operations metrics, and Jennifer Holloway accepted a Wednesday slot at 14:00. No commercial position is stated.
21 Jul 2026 Query on July invoice against the executed order formAnnelies de Vries says the July invoice does not match the executed order form and holds it unpaid until a credit note or corrected invoice arrives. Rachel Dunmore says the invoice came from the CRM deal record and the CFO must approve any credit.
13 Jul 2026 Let's get a check-in scheduledDaniel Okafor asked Jade Kenwright for a post-renewal check-in in late July or early August. The thread is logistical: one BB-Demo message, no customer response in the thread.
15 Jul 2026 Enterprise, next stepsAfter a call, Jordan Pike sent Halberd Point Insurance an Enterprise proposal on 15 Jul 2026 and asked for a walkthrough. CFO Maria Coleman was only mildly interested. There is no customer response to the proposal in the thread.
12 Jul 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Marketing invitation from Alice Brewer to Leanne Armstrong for the 16 Jul 2026 webinar on reporting teams. Purely promotional; there is no customer response in the thread.
12 Jul 2026 Webinar invitation for Thursday 16 Jul 2026Alice Brewer invited Nadia Bashir, an admin on the account, to an online BB-Demo webinar on Thu 16 Jul 2026. Logistical invitation with no customer response in the thread.
13 Jul 2026 Onboarding: next session and who joinsLaura proposes a hands-on session for the wider team because usage is still low. Monica offers Thursday at 11:00, asks to keep it to an hour, and Laura confirms.
10 Jul 2026 Invoice INV-154-0008 for Brimscombe EnergyRachel Dunmore sent Mandy Gasson invoice INV-154-0008, issued 10 Jul 2026: net £30k, VAT £6,025, gross £36k, due 9 Aug 2026. Billing thread only, with no customer response in it.
10 Jul 2026 Security review: finding a timeTheo Gallagher proposed a security review session with Information Security Officer Sabine Kranz. She set firm conditions: per-component processing answers, access log evidence in advance and a subprocessor list. Tuesday at 10:00 was agreed.
10 Jul 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Marketing invitation from Alice Brewer to Tariq Saleem for the BB-Demo webinar on 16 Jul 2026, pitched at the people who keep the data flowing. Promotional only. There is no customer response in the thread.
10 Jul 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Marketing invitation from Alice Brewer to Neil Ashworth for the BB-Demo webinar on 16 Jul 2026. Logistical and promotional only. There is no customer response in the thread.
16 Jul 2026 Quick check-in before the summerDaniel Okafor proposed a short check-in after seeing usage climb. Siân Pritchard agreed, said new people in collections are asking the brain questions that used to go through her team, and a Thursday morning slot was set. This was a scheduling thread.
10 Jul 2026 Walking through the architectureTobias Renwick offered Marisol Vega a direct architecture conversation. She accepted on her terms: scope first, three documents ready, no commercial discussion, and a compliance colleague present.
9 Jul 2026 Getting a check-in in the diaryHollie Grieve asked for a check-in and mentioned room on the 40-user licence. Danielle Okonkwo agreed, praised the field result, and raised seats herself: more people are asking for access than she expected.
20 Jul 2026 Field showing in brain results, privacy queryMarisol Vega raised a privacy concern about a field surfacing in brain results. BB-Demo excluded the field and purged the record, but she wants documentary evidence before filing and has not yet confirmed she is satisfied.
8 Jul 2026 Invoice INV-096-0003Logistical billing email: Rachel Dunmore sent Wouter Brouwer invoice INV-096-0003 for the subscription renewal, £22k, issued 8 Jul 2026 and due 7 Aug 2026. No customer response in the thread.
8 Jul 2026 Invitation: BB-Demo webinar on 16 July 2026Alice Brewer invited Joost van der Linden, a key account manager, to the BB-Demo webinar on 16 Jul 2026. There is no customer response in the thread.
8 Jul 2026 Invitation: BB-Demo webinar on Thursday 16 Jul 2026Marketing invitation: Alice Brewer invited Bryony Searle to the 16 Jul 2026 webinar. No customer response in the thread.
8 Jul 2026 BB-Demo webinarAlice Brewer invited Jonas Hofmann to a live webinar on 16 Jul 2026 for operations teams. Event outreach only. There is no customer response in the thread.
8 Jul 2026 Invoice INV-022-0003, payment reminderRachel Dunmore reminded Dan Kitching that invoice INV-022-0003 for £23k, due on 17 Jun 2026, remained unpaid on 8 Jul 2026. There is no customer response in the thread.
8 Jul 2026 Upcoming webinarAlice Brewer invited Asif Jagger to a BB-Demo webinar on 16 Jul 2026 at 14:00 UK time about heads of data using the brain for strategic decisions. No reply in the thread.
7 Jul 2026 Invoice INV-177-0003, subscriptionBilling email from Rachel Dunmore to Martina Engel sending invoice INV-177-0003 for the quarterly subscription, £12k, due 6 Aug 2026. Purely logistical; no customer response in the thread.
7 Jul 2026 Check-in notes from our callDaniel Okafor followed a call with Rachael Dixon, Head of Operations, and promised more detail on a data freshness question by end of week. Rachael describes value from renewals and claims insights. No customer reply.
7 Jul 2026 QBR follow-up and next stepsMarcus Bell summarised the 7 Jul 2026 QBR for Carrowkeel Software: steady usage against 40 licensed users, one ticket, no overdue invoices. Renewal paperwork passes to Sophie Ling and Conor Daly. No customer reply in the thread.
10 Jul 2026 Connector sync issue, resolvedKate Ormerod traced a Salesforce connector sync problem to read-only API credentials; Stijn Gielen updated them on 2026-07-07 and records flowed again. Ticket closed 2026-07-10 with monitoring.
6 Jul 2026 Invitation: BB-Demo webinar on 16 Jul 2026Event invitation: Alice Brewer invited Jamal Edwards to the 16 Jul 2026 webinar, citing fewer logins than earlier in the year. There is no customer response in the thread.
6 Jul 2026 Implementation invoice, INV-100-0001On 6 Jul 2026 Rachel Dunmore sent Louise Pring invoice INV-100-0001 for £6,000 plus VAT £1,200, total £7,200, due 5 Aug 2026, and asked for the PO number. There is no customer response in the thread.
6 Jul 2026 Getting a check-in in the diaryAmara Obi reported rising active users and asked for a check-in. Gemma Holt offered Thursday morning or Friday before lunch and wants the cost of adding Kelly Sharpe's customer service team, not buying yet.
7 Jul 2026 Calderbrook subscription: noticeCraig Oduya gave written notice that Calderbrook will not renew when the term ends on 1 Sep 2026, citing consolidation on an in-house Microsoft-based platform, and asked for the exit position. Amara Obi replied with Sofia Marchetti copied.
6 Jul 2026 Invoice INV-003-0004 for Veldmaat PaymentsLogistical billing thread: Rachel Dunmore sent Annelies de Vries invoice INV-003-0004 for £12k, issued 6 Jul 2026 and due 5 Aug 2026, and asked about a PO number. There is no customer response in the thread.
4 Jul 2026 BB-Demo webinar, 16 Jul 2026Alice Brewer invited Ian Brearley, a Data Analyst, to a BB-Demo online webinar on 16 Jul 2026 about integrating multiple data sources. Marketing invitation only, with no customer response in the thread.
3 Jul 2026 Webinar inviteMarketing invitation: Alice Brewer invited Beth Venn to an online webinar on Thursday 16 Jul 2026 about service teams using data for retention. There is no customer response in the thread.
3 Jul 2026 Invoice INV-160-0004Rachel Dunmore sent invoice INV-160-0004 for £2,973, due 2 Aug 2026, under the Growth subscription. Billing thread only; there is no customer response in the thread.
3 Jul 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Alice invited Adrian to the BB-Demo webinar on Thursday 16 July 2026 on keeping the brain healthy in daily use. No customer response in the thread.
8 Jul 2026 Discovery call, Halberd PointLogistical thread: Jordan Pike arranged a discovery call with Andre Holloway of Halberd Point Insurance for Wednesday 8 Jul 2026 at 14:00 ET. The thread holds no discussion of needs, price or terms.
2 Jul 2026 Invoice INV-155-0009: payment reminderBilling thread: Rachel Dunmore chased Debbie Rowntree about INV-155-0009, gross £13k, issued 26 May 2026 and due 25 Jun 2026. There is no customer response in the thread.
2 Jul 2026 Booking the QBRMarcus Bell offered Aoife Mulcahy a QBR to walk through usage per agency group and recent tickets. Aoife agreed, wants usage by agency, and asked that Conor attend. Marcus confirmed Tuesday afternoon.
2 Jul 2026 Let's catch upDaniel Okafor asked Rebecca Nuttall for a catch-up call. She agreed to Tuesday at 14:00 and said the team has found the brain useful for running client queries alongside their payroll data.
3 Jul 2026 Scheduling the security reviewHannah Lowe took over the security review and offered written answers. Megan Alvarez set the scope: architecture and data flows, access control and logging, and incident history. Outcome will be in writing only.
3 Jul 2026 Security review session for your teamTheo Gallagher asked Ravi Subramanian, Chief Information Security Officer, for a working session. Ravi demanded written evidence on access, data location and incident history first, and a session was agreed for Tuesday at 14:00.
1 Jul 2026 Invoice INV-152-0004Rachel Dunmore sent Martin Firth invoice INV-152-0004 for the additional Growth licences: £6,225 net, £7,470 gross, due 31 Jul 2026. Logistical billing thread; there is no customer response in the thread.
6 Jul 2026 Order form, ready for signatureSophie Ling sent the order form on 1 Jul 2026. On 6 Jul 2026 Simon Harte said it all looked good, that he had signed and returned it, and asked when work can start. The signed copy itself is not in the thread.
6 Jul 2026 Scheduling a renewal check-inMarcus Bell asked Finance Director Pauline Metcalfe for a 30-minute renewal call ahead of the 18 Aug 2026 term end. Pauline offered 10:00 on 6 Jul 2026 and Marcus confirmed it. Logistical only.
1 Jul 2026 Webinar on Thursday 16 July 2026: would you like a place?Logistical marketing invitation from Alice Brewer to Joanne Unwin for the BB-Demo webinar on Thu 16 Jul 2026. There is no customer response in the thread.
1 Jul 2026 Invoice INV-084-0007Rachel Dunmore sent Gavin Rudd invoice INV-084-0007, issued 1 Jul 2026: net £32k, VAT £6,450, gross £39k, due 31 Jul 2026. She asked for a PO number. Logistical thread with no customer response.
1 Jul 2026 Invoice INV-031-0002Rachel Dunmore sent invoice INV-031-0002 for £22k to Kayla Russell on 1 Jul 2026, due 31 Jul 2026. This is a billing notice, and the thread holds no customer reply.
1 Jul 2026 Invoice INV-024-0007 for Brakkevoort LogisticsLogistical billing thread: Rachel Dunmore sent Wouter Kok invoice INV-024-0007 for £11k, due 31 Jul 2026, and asked for a PO number. There is no customer response in the thread.
1 Jul 2026 Invoice INV-023-0003Billing thread. Rachel Dunmore sent Graham Rowntree invoice INV-023-0003 for the quarterly Enterprise subscription, net £30k, gross £36k, due 31 Jul 2026. No customer response in the thread.
2 Jul 2026 Getting a check-in in the diaryDaniel Okafor flagged that only a handful of the 40 licensed users are active. Helen Marsden said reporting is being moved off the brain on Craig's side but board pack arrears figures still depend on it, and complaints figures did not reconcile.
2 Jul 2026 Quillmark Health and BB-Demo: next steps after negotiation callAfter a negotiation call, Jordan Pike restated the open Enterprise proposal and a planning date. Tasha Greene said commercial terms wait until the security review clears; Jordan agreed to pause pricing and drafts.
1 Jul 2026 Invoice INV-001-0004 for your recordsBilling email: Rachel Dunmore sent Harriet Gale invoice INV-001-0004 for the Enterprise subscription, net £125k, due 31 Jul 2026. There is no customer response in the thread.
3 Jul 2026 Booking the onboarding catch-upLogistical thread: Laura asks for another onboarding session. Monica replies after a delay, agrees to next week and will draft a list of people to invite, though she may not have everyone.
1 Jul 2026 Training session for the university hospitals teamLogistical thread: Laura Penhaligon proposed a practical training session for key accounts. Jana Fischer replied that six or eight people would attend, prefers afternoons, and will check whether complaints handling joins.
2 Jul 2026 Order form for signaturePieter de Groot signed the expansion order form on 2 Jul 2026 after matching it to the contract. The deal value is £2,973 and the current annual contract value of £48k is unchanged.
1 Jul 2026 Starter renewal, order formLewis Kerr sent the Starter renewal order form at £22k per year for 1 Jul 2026. CFO Maarten Bosman replied that it works and he would sign by end of day on 2 Jul 2026.
30 Jun 2026 Follow-up from our QBRAfter the 30 Jun 2026 QBR, COO Matthias Ebner accepted Elena Novak's summary and was pleased with usage. He asked for written residency governance and an exit plan in the renewal pack before security and procurement review.
2 Jul 2026 Thank you, and one request about the client pagesSaskia Mendes thanks BB-Demo as service ends on 2 Jul 2026 and asks for the client pages to stay up another month. She says she has not seen Daniel Okafor's promised afternoon update and wants a plain answer.
30 Jun 2026 BB-Demo webinar, 16 Jul 2026Alice Brewer invited Steve Yates, Client Services Manager, to a 16 Jul 2026 webinar on building dashboards teams will use. Marketing outreach; there is no customer response in the thread.
30 Jun 2026 Wexmoor QBR: summary and next stepsElena Novak sent Dana Whitaker and Tyler Brooks the written QBR summary: usage up, two tickets handled, a £50k subscription to 1 Feb 2027, nothing outstanding. No customer reply in the thread.
29 Jun 2026 Invoice INV-176-0004Billing email from Rachel Dunmore to Karin Vossen sending invoice INV-176-0004 for the Growth tier subscription, £12k due by 29 Jul 2026, and asking for the PO number. No customer response in the thread.
3 Jul 2026 Renewal call: next stepsValerie Okon will not open a renewal discussion until the outstanding invoice is resolved, and any renewal must go to the board. She accepts a short usage call with no terms. Marcus Bell agreed and held Priya Raman back.
2 Jul 2026 Thanks for the QBR: notes and next stepsAfter the QBR, Graham Tovey confirmed Daniel's notes and asked for the renewal proposal well before the term ends on 9 Jan 2027. He wants the value work to show how complaint handling holds up with Ofgem.
2 Jul 2026 Renewal order form for signatureSophie Ling sent Philippa Gore the Enterprise renewal order form, total value £129k, ahead of the 9 Jul 2026 contract end. Philippa will sign once Samuel confirms the security schedule. The thread does not show it was signed.
29 Jun 2026 Invitation: BB-Demo webinar in JulyAlice Brewer invited Trent Nakamura, the admin, to the online webinar on 16 Jul 2026. It is a marketing invitation, and there is no customer response in the thread.
2 Jul 2026 Following up on your support requestOlivia Grant fixed a data loading problem and closed the ticket after Gemma Holt confirmed it. Gemma then asked how to add customer service within the 60 licensed users, and Olivia pointed her to Amara Obi.
28 Jun 2026 Invitation: BB-Demo webinar on 16 Jul 2026Marketing invitation from Alice Brewer to Callum Reid for the 16 Jul 2026 webinar, with a soft ask to share how his team uses the brain. There is no customer response in the thread.
27 Jun 2026 Webinar invitationLogistical invitation from Alice Brewer to Maureen Ellis for the 16 July 2026 webinar on connecting support and sales data. There is no customer response in the thread.
29 Jun 2026 Order form for signatureLewis Kerr sent Andrew Sugden the Growth expansion order form at £6,225 plus VAT. Andrew said there is no issue and he will sign on 30 Jun 2026, and asked when the invoice will be raised and whether it sits on thirty-day terms.
26 Jun 2026 Invoice INV-102-0002Billing email from Rachel Dunmore to Eamon Burke sending invoice INV-102-0002 for £22k, the annual subscription under the Starter contract, due 26 Jul 2026. No customer response in the thread.
29 Jun 2026 Enterprise expansion: proposal and next stepsMatteo Ricci summarised a £125k Enterprise expansion proposal. COO Matthias Ebner accepts the proposed order but will not sign before information security and procurement finish, and wants the exit plan and governance in writing.
25 Jun 2026 Invoice INV-175-0002Billing thread: Rachel Dunmore sent Melinda Ochoa invoice INV-175-0002 on 25 Jun 2026, net £22k, due 25 Jul 2026, for the Starter plan with 15 users. There is no customer response in the thread.
29 Jun 2026 Scheduling the training sessions for your teamDanielle Okonkwo agreed to two training sessions with Hollie Grieve, liaisons first, with Trent in the room. Hollie noted only a handful of the 40 licensed users have been logging in.
25 Jun 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Logistical marketing invitation from Alice Brewer to Siobhán Dunne for the 16 Jul 2026 webinar, aimed at Growth tier teams. Alice asks for a reply by the end of next week. No customer response in the thread.
25 Jun 2026 Notes and next steps after the quarterly reviewMarcus Bell's note after the quarterly review lists what BB-Demo will send, what Gareth Whitlam and Aisha Rahman are asked for, and restates the contract: 30 Nov 2026 at £44k a year. No customer reply in the thread.
1 Jul 2026 Renewal coming up, 22 September 2026Marcus Bell told Jonathan Marsden the Starter renewal on 22 Sep 2026 would be £22k. Jonathan asked what drove the increase, and Marcus explained the pricing update and offered a call. No further customer reply in the thread.
24 Jun 2026 Getting the next QBR in the diaryDaniel Okafor and Siân Pritchard agreed a Thursday morning QBR. Siân said the teams find the brain useful and wants the review to show its worth from the record, not impressions. She asked for Graham and Nikhil to be invited.
24 Jun 2026 Training session for the Teesside teamMarcus Bell offered a hands-on training session to the Teesside team. Gary Liddle chose Thursday at 10:00 and will bring two colleagues, one of whom has barely logged in. Scheduling thread with a positive adoption signal.
24 Jun 2026 Kickoff callLogistical thread: Ollie Pearson proposed a kickoff call to walk through the data connectors, and Orla Keane agreed to Tuesday at 14:00. Customer is responsive and positive.
24 Jun 2026 Invitation: BB-Demo webinar in JulyLogistical marketing invitation from Alice Brewer to Gráinne Lynch for the 16 Jul 2026 webinar, noting finance colleagues are welcome. No customer response in the thread.
24 Jun 2026 Invoice INV-022-0003, payment reminderOn 24 Jun 2026 Rachel Dunmore told Dan Kitching that invoice INV-022-0003 for £23k was overdue and asked for payment or an explanation. There is no customer response in the thread.
24 Jun 2026 Scheduling a commercial discussionJordan Pike asked Megan Alvarez for a short commercial conversation on Enterprise scope. She declined: she does not own commercial talks, and the review outcome will come in writing from the board risk committee.
25 Jun 2026 Enterprise order form: commercial positionLouise Carver accepted the £125k list price, subject to contract, if onboarding of two additional underwriting teams sits in the order form. Priya Raman confirmed that reading and Louise agreed.
1 Jul 2026 Fenmoor Enterprise order form for signatureRichard Thorne asked for written confirmation that £125k is the full order form figure, said it must go to the board and sent contract wording to Louise. Priya replied on 1 Jul 2026.
29 Jun 2026 Harcastle expansion: proposal and sign-offLewis Kerr sent CFO Andrew Sugden a £6,225 plus VAT Growth expansion, co-termed to the 10 Apr 2027 renewal. Andrew asked about further charges, then said he would sign on 30 Jun 2026. The thread does not show the signature.
23 Jun 2026 Security review: arranging a sessionHannah Lowe wrote to Euan Rattray to arrange a first security review session and asked for his questionnaire and open findings. There is no customer response in the thread.
24 Jun 2026 Conditions for bringing merchant-risk data into scopeSabine Kranz, Information Security Officer, set three written conditions before merchant-risk data enters scope: EU-only processing, named sub-processors and visible support access logs. She wants evidence, not descriptions.
24 Jun 2026 Before the renewal: where we have got toSaskia Mendes says directors have drifted away and 40 seats look too many. She is unsure whether to renew the Growth plan and asks for a smaller set-up or a plan to bring the directors back.
23 Jun 2026 Quick check-in before the reviewGareth Whitlam questioned what Brackwell gets for £44k a year across 40 licensed users, refused to agree anything on renewal until he sees per-person usage, and asked for it before any call.
30 Jun 2026 Fenmoor Enterprise proposal and next stepsLouise Carver will work only on Fenmoor's paper, has not sent a redline and agreed nothing. The Growth term ended on 30 Jun 2026, and she is passing the question of how to proceed to Richard Thorne.
24 Jun 2026 Kickoff callLogistical thread: Hamza Akhtar asked Kayla Ramirez for a kickoff call to cover the integration roadmap. Kayla replied on 24 Jun 2026 that Tuesday or Wednesday morning next week suits her team.
22 Jun 2026 Invitation: BB-Demo webinar on Thursday 16 July 2026Alice Brewer, BB-Demo's Head of Marketing, invited Claire Ackroyd to a webinar on 16 Jul 2026. This is an event invitation with no customer response in the thread.
22 Jun 2026 Harcastle expansion: where we landed and next stepsAfter a call, Lewis Kerr confirmed a Growth expansion at £6,225 plus VAT, co-termed to 10 Apr 2027. Nicola Brearley confirmed the summary and owns rollout. Andrew Sugden and Martin Firth have not replied in the thread.
24 Jun 2026 Following up on your support ticketOlivia Grant checked in on 22 Jun 2026 on a ticket Jade Kenwright had raised. Jade replied on 24 Jun 2026 that it was all working and thanked BB-Demo for the quick response.
29 Jun 2026 Scheduling your quarterly business reviewElena Novak and Dana Whitaker scheduled the quarterly business review. Dana wants a finance colleague present to see value for money, and wants assurance that the more urgent ticket will not recur.
22 Jun 2026 Finding a time to talk about the renewalDaniel Okafor asked Craig Oduya for a renewal call. Craig accepted Thursday at 14:00 but limited it to contract mechanics and exit position, ruled out expansion and asked for a note on data ownership, export and notice.
23 Jun 2026 Your renewal this SeptemberElena gave formal renewal notice on 19 Jun 2026, quoting £22k against the current £19k. Cian O'Leary called it a step up, asked what consultants gain, and wants to discuss the number before signing.
22 Jun 2026 Demo follow-upAfter the demo, Sophie Ling offered Annabel Rigby a next-steps call. Only Patricia Gleave replied, on 22 Jun 2026, asking for detail on data retention, encryption at rest and audit logging before moving forward.
19 Jun 2026 Invoice INV-101-0002: payment reminderRachel Dunmore reminded Tanya Briggs that invoice INV-101-0002 for £22k was due on 12 June 2026 and is unpaid. There is no customer response in the thread.
22 Jun 2026 Planning the next quarterly reviewElena Novak and Katrin Vogelsang planned the next quarterly review. Katrin asked for the auditor's evidence trail on merchant records and for a check on whether use of the brain by merchant risk is concentrated in one person.
19 Jun 2026 Proposal for the case tool and chargeback feed: finding a timeAfter a call on 19 Jun 2026, Matteo Ricci agreed a Thursday morning walkthrough of a proposal for a case tool and chargeback feed on top of Growth. Katrin Vogelsang flagged that connector capacity is already close to the limit.
24 Jun 2026 Onboarding sessions: finding a slot for the Salesforce connector workLaura Penhaligon asked Tyler Nguyen for slots to walk through the Salesforce connector setup. Tyler replied on 24 Jun 2026 offering Thursday 09:00 or Friday 10:00. Admin rights are still undecided.
22 Jun 2026 Next onboarding session and training slotsOnboarding thread. Hamza Akhtar proposes a hands-on session for day-to-day users and a smaller admin session. Josh Fairburn agrees the plan, suggests slots and will send names of attendees from the home managers.
19 Jun 2026 Arranging your quarterly review for the brainMarcus Bell asked new Finance Director Gareth Whitlam for a half-hour quarterly review, flagging a usage dip and the contract date of 30 Nov 2026. Mostly scheduling; there is no customer response in the thread.
18 Jun 2026 Next onboarding sessionLaura Penhaligon asked for the next onboarding session. Monica Starling suggested Tuesday morning and said she has barely logged in, asking for a gentle start.
18 Jun 2026 Finding a time for our next check-inDaniel Okafor proposed a check-in; Deepa Chauhan agreed to a Tuesday or Wednesday morning and set three agenda items, including two open tickets. Mostly scheduling, with a clear customer agenda.
18 Jun 2026 Invoice INV-009-0003 for your recordsRachel Dunmore sent invoice INV-009-0003 for the extra Growth users: £4,405 net, £5,286 gross, due 18 Jul 2026. Logistical billing thread with no customer response in the thread.
18 Jun 2026 Ardcarne proposal: where we stand and next stepsMatteo Ricci confirmed the Enterprise proposal at £155k with a target order form date of 30 Jun 2026. Ronan Tierney, the COO, will proceed if Declan Furlong is content and procurement agree. Matteo said Declan has not closed his findings.
18 Jun 2026 Finding a time to talk through the proposalPriya Raman asked Richard Thorne for a short call to go through the commercial side of the proposal, noting the Growth subscription runs to 30 Jun 2026. There is no customer response in the thread.
19 Jun 2026 Scheduling your quarterly business reviewEline Bakker accepted Wednesday at 14:00 for the quarterly business review, asked for CFO Pieter to be invited, and wants a practical agenda showing disputes and tickets beside volumes with owners.
22 Jun 2026 Training session for the resident services teamHamza proposed a 90-minute online training for resident services. Zainab replied after a delay that the team is keen, six or seven will join, mornings suit, and asked for coverage of university and invoice questions.
17 Jun 2026 Your support ticket: checking it's sortedSupport thread. Bethan Lister followed up a ticket about admin view data not matching after a refresh. Josh Fairburn confirmed the figures now match for that home and others, and is happy for it to be closed.
17 Jun 2026 Invoice INV-015-0004Rachel Dunmore sent invoice INV-015-0004 for £22k net (£26k gross), covering the Starter tier from 1 Jul 2026 to 30 Jun 2027, due 17 Jul 2026. She asked for a PO number. No reply in the thread.
19 Jun 2026 Twenty additional users and the Tolmere ledgerAndrew Sugden approved twenty additional users subject to final figures. He asked whether Tolmere's debtors can sit in the brain within current entitlement. Lewis Kerr has not yet confirmed that.
18 Jun 2026 Proposal walk-through: finding a timeLewis Kerr asked Nicola Brearley for forty-five minutes to walk through the proposal. Nicola agreed, set three conditions and said any cost goes to Andrew first.
16 Jun 2026 Notes from our check-inMarcus Bell's notes after a call with Jenna Price: only a couple of the fifteen licensed users log in regularly, and three tickets in a month all came from her. There is no customer response in the thread.
15 Jun 2026 Invitation: BB-Demo webinar, 18 Jun 2026Logistical event invitation: Alice Brewer invited Huw Bevan to the online webinar on Thu 18 Jun 2026 on judging what a shared data layer is worth. There is no customer response in the thread.
17 Jun 2026 Finding a time to talk through the renewal termsLewis Kerr asked CFO Andrew Sugden for thirty minutes on the commercial terms and extra users. Andrew agreed to Friday morning and wants the draft terms first, with non-subscription costs shown separately.
15 Jun 2026 Invoice INV-102-0001Billing email from Rachel Dunmore to Eamon Burke sending invoice INV-102-0001 for £6,000 for the implementation agreement, due 15 Jul 2026, and asking for a PO number. No customer response in the thread.
15 Jun 2026 Invoice INV-093-0005Rachel Dunmore sent Sue Ditchfield invoice INV-093-0005 for the 12-month renewal subscription: net £20k, VAT £3,900, total £23k, due 15 Jul 2026. There is no customer response in the thread.
15 Jun 2026 Invoice INV-031-0001Billing thread: Rachel Dunmore sent Kayla Russell, Controller, invoice INV-031-0001 for the £6,000 implementation fee, due 15 Jul 2026. Sent 15 Jun 2026. There is no customer response in the thread.
18 Jun 2026 Scheduling: next onboarding stepsLogistical thread: Ollie Pearson proposed connector configuration sessions and Markus Hofmann confirmed Tuesday and Wednesday and blocked the time. Cooperative, no commercial content.
16 Jun 2026 Booking a check-inMarcus Bell asked Helen Varley for a check-in. Helen accepted a Thursday 14:00 slot and set three agenda points: usage by trust, what drives delivery queries, and what she can take back to the account managers.
16 Jun 2026 Follow-up: additional users and next stepsLewis Kerr confirmed a 20-user expansion on Growth for £4,405 plus VAT, co-termed to 4 Jan 2027, to sign by 17 Jun 2026. Gemma Holt agreed and asked what adding customer service would cost, with nothing to sign yet.
17 Jun 2026 Order form for signature: additional usersRajesh Mistry returned a signed order form on 17 Jun 2026 for twenty extra Growth users at £4,405 plus VAT, co-termed to 4 Jan 2027. He asks for confirmation once the seats are live.
19 Jun 2026 Quote for the extra usersLewis Kerr quotes £4,405 plus VAT for extra users, co-termed to 4 Jan 2027. Gemma Holt is positive but cannot promise the pencilled 17 Jun 2026 close, as Rajesh wants to see usage first.
17 Jun 2026 Proposal walkthrough: finding time with youNiamh Costello, the Chief Data Officer, agreed a simple walkthrough next Tuesday morning focused on the broker view and first phase. She wants dated stage commitments and confirmation that Declan Furlong is comfortable before anything goes to the signatory.
14 Jun 2026 Invitation to our next BB-Demo webinarMarketing invitation from Alice Brewer to Eline Bakker for the 18 Jun 2026 customer webinar on getting more from questions asked. Purely promotional; there is no customer response in the thread.
12 Jun 2026 Invoice INV-175-0001Billing email: Rachel Dunmore sent Melinda Ochoa invoice INV-175-0001 for implementation, net £6,000, due 12 Jul 2026. There is no customer response in the thread.
17 Jun 2026 Demo: the company brain for Brereton CoyleLogistical thread, 12 to 17 Jun 2026: Sophie Ling proposes a tailored demo on CRM and call data, Annabel Rigby accepts, and Thursday at 14:00 is fixed. No commercial content.
15 Jun 2026 Your BB-Demo renewalDaniel Okafor sent Barry Coxon a continuation proposal ahead of the 9 Sep 2026 renewal. Barry called the brain genuinely useful but did not commit. BB-Demo wanted it signed by the end of August.
11 Jun 2026 Renewal conversation: finding a timeRobert Lindsay, Chief Financial Officer, wants renewal terms in writing before any call and says usage has not grown as hoped. He needs to justify the cost per customer served.
15 Jun 2026 Getting a check-in in the diaryAmara Obi introduces herself as Customer Success Manager to Gemma Thorne, Head of Client Services. Gemma agrees to a Thursday morning check-in, says the service desk is using the brain more than she expected and that her reviews are quicker.
11 Jun 2026 Contract negotiation, scheduling a callOn 11 Jun 2026 Sophie Ling asked Simon Harte for a short call early the following week to walk through contract terms before signature. There is no customer response in the thread.
16 Jun 2026 Order form for your renewalNell Ashcombe sent Anthony Garrow the renewal order form at £20k for another year. He replied on 16 Jun 2026 that he had signed and was returning it, a day after the date Nell asked for.
11 Jun 2026 Invitation: BB-Demo webinar on Thursday 18 June 2026Alice Brewer wrote directly to Saskia Mendes about the online webinar on 18 Jun 2026 and asked her to forward it to client-account directors. This is an event invitation with no customer response in the thread.
15 Jun 2026 Time to go through the quoteLewis Kerr asks Rajesh Mistry for thirty minutes on the extra-user quote. Rajesh agrees to Wednesday morning but wants usage by user, cost per head and co-term confirmation in writing first.
15 Jun 2026 Onboarding sessions: finding a timePurely logistical thread: Laura Penhaligon asks for a two hour session on the remaining connectors and field service data. Kai Petersen replies late and offers Thursday or Friday morning with a field service colleague.
11 Jun 2026 Finding time for a check-inScheduling thread: Amara Obi asks Simon Achterberg for a check-in on usage and the platform programme. Simon agrees to a Wednesday afternoon slot, asks for Kofi to attend and for the architecture diagram beforehand.
17 Jun 2026 Order form for signaturePadraig Flaherty, Managing Director, said the order form looked good and he was otherwise ready to sign, but asked to move the implementation start to early July. Matteo Ricci agreed on 17 Jun 2026 to update the form. No signature is shown.
11 Jun 2026 Check-in callDaniel Okafor proposed a check-in call. Philip Annear agreed to Thursday afternoon and asked for the usage picture first. Daniel promised the summary before the call.
11 Jun 2026 Order form for signatureJordan Pike sent Alyssa Jenkins, President, an order form for Starter tier at £28k on 10 Jun 2026. She replied on 11 Jun 2026 that it was signed and sent back. Implementation was quoted at four weeks.
11 Jun 2026 Order form readyJordan Pike sent the Starter order form. Jeff Hollander asked to confirm the term runs 12 months from go-live, and Jordan confirmed. The thread does not show the form signed.
12 Jun 2026 Rookhaven: notes after discovery and what comes nextAfter discovery, Tom Ashdown positioned Enterprise with a working deal figure of £155k. Julian Ferrers asked about refresh-failure risk and sector references, and wants the security review before any commercial discussion.
9 Jun 2026 Follow-up: kickoff and next stepsLogistical follow-up after the kickoff call: BB-Demo lists actions for Salesforce access, first team, TMS and support system needs, and a draft shipper view. No customer response in the thread.
9 Jun 2026 Invitation: BB-Demo webinar on 18 Jun 2026Alice Brewer invited Johan Berglund to a BB-Demo online webinar on 18 Jun 2026. Event invitation only. There is no customer response in the thread.
9 Jun 2026 Onboarding sessions: next stepsLogistical onboarding thread. Hamza Akhtar asks for two working sessions on incident, family contact and fee invoice sources. Josh Fairburn proposes Tuesday and Thursday mornings and will prepare a list of home codes.
9 Jun 2026 Next steps on the proposal for extra usersLewis Kerr confirms with Gemma Holt that Harrowden wants more users, customer service first and Rajesh's planners later, and promises a draft proposal. There is no customer response in the thread.
9 Jun 2026 Check-in notes and next stepsAfter a call on 9 Jun 2026, Marcus Bell reported falling active users. Liam Doherty agreed, said nobody owns depot adoption and that he is leaving, and asked Marcus to work with Aisha without waiting for him.
8 Jun 2026 Payment reminder: INV-155-0008Rachel Dunmore sent a fourth reminder for INV-155-0008, £13k gross, due 25 Mar 2026. It was more than ten weeks overdue on 8 Jun 2026. There is no customer response in the thread.
8 Jun 2026 Invoice INV-101-0001: payment reminderPayment reminder of 8 Jun 2026: Rachel Dunmore told Tanya Briggs that invoice INV-101-0001 for £6,000, due 30 May 2026, had not been paid. There is no customer response in the thread.
8 Jun 2026 You're invited: Customer Day in London on 11 June 2026Logistical event invitation: Alice Brewer invites CFO Elliot Rosen and his team to the London Customer Day on 11 Jun 2026. There is no customer response in the thread.
8 Jun 2026 Invitation: BB-Demo Customer Day London on Thursday 11 Jun 2026Alice Brewer invited Tariq Saleem to Customer Day London on 11 Jun 2026, as a speaker on the Enterprise tier, and asked to quote him with his approval. There is no customer response in the thread.
8 Jun 2026 Security review: follow-up session and open findingsAfter the session, Theo Gallagher set out three open findings with himself as owner. Declan Furlong confirmed the summary, kept the first two findings open until dated records and a reviewed exit plan arrive, and added backup locations.
8 Jun 2026 Security review session: time and agendaHannah Lowe took over scheduling and Megan Alvarez chose Friday at 15:00 Eastern. She set the finding order, wants incident history in the same session, and expects written confirmations within a few business days.
7 Jun 2026 BB-Demo Customer Day on 11 Jun 2026Alice Brewer invited Martina Engel, Head of Finance, to BB-Demo's Customer Day on 11 Jun 2026 in London. Event outreach only; no customer response in the thread.
7 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Gordon McInnes to the in-person Customer Day London on 11 Jun 2026 and asked him to speak on access review. This is an event invitation. There is no customer response in the thread.
7 Jun 2026 Invitation: BB-Demo Customer Day LondonEvent invitation sent on 7 Jun 2026 to Ingrid Solberg for Customer Day London on Thursday 11 June 2026. Short notice, and she is based in Boston. There is no customer response in the thread.
6 Jun 2026 Customer Day London: an invitationAlice Brewer invited Andrew Sugden, the CFO, to Customer Day London on 11 Jun 2026 and asked whether he would share a few words, with a draft for approval first. Marketing invitation; no customer response in the thread.
6 Jun 2026 BB-Demo Customer Day: 11 June 2026Alice Brewer invited Pauline Metcalfe, Finance Director, to the London Customer Day on Thu 11 Jun 2026. There is no customer response in the thread.
6 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Karin Sjöberg to the in-person BB-Demo Customer Day London on 11 Jun 2026. Event invitation only. There is no customer response in the thread.
6 Jun 2026 BB-Demo Customer DayAlice Brewer invited Oliver Kirkby, Operations Analyst, to the annual Customer Day in London on 6 Jun 2026. Logistical invitation; there is no customer response in the thread.
5 Jun 2026 Renewal callLogistical thread: Marcus Bell asked Maarten Bosman for a renewal terms call and Maarten accepted Tuesday morning at 10:00. The thread does not show the call's outcome.
10 Jun 2026 Following up on your support ticketSupport thread. Tyrell Haynes reported thin recent records for one distributor. A manual sync caught up, he confirmed the data matched his own system on 10 Jun 2026, and he asked for the ticket to be closed.
5 Jun 2026 Customer Day London next ThursdayAlice Brewer invited Samuel Adeyemi to the Customer Day London on 11 Jun 2026, aimed at security and risk leads. There is no customer response in the thread. It is event outreach, not a commercial exchange.
5 Jun 2026 Invitation to our next BB-Demo webinarAlice Brewer invited Shauna Pettibone to the online webinar on 18 Jun 2026. It is a marketing invitation, and there is no customer response in the thread.
5 Jun 2026 Invitation to Customer Day London on 11 Jun 2026Alice Brewer invited Marloes Hendriks, Chief Financial Officer, to Customer Day London on Thursday 11 June 2026, asking for Brakkevoort's view on supplier contracts and billing. No customer response in the thread.
5 Jun 2026 Customer Day London: your invitationAlice Brewer invited Liam Doherty to Customer Day London on 11 Jun 2026 and asked if he would share a few words on Brackwell's depot rollout. A logistical invitation; there is no customer response in the thread.
8 Jun 2026 Handover of the brain admin roleLiam Doherty is leaving Brackwell Freight and hands the admin role to Aisha Rahman. His handover note says the depots are under-used and that no one has discussed renewal with leadership before 30 Nov 2026.
4 Jun 2026 BB-Demo webinar on 18 Jun 2026Alice Brewer invited Stefanie Lange to a BB-Demo webinar on 18 Jun 2026 about getting the most from data connectors. Marketing outreach only; no customer response in the thread.
8 Jun 2026 Renewal conversation: finding a timeMarcus Bell asked Finance Director Valerie Okon for a renewal call. She wants an outstanding invoice discussed first, gives no payment date, says the board must be consulted and suspects usage has fallen. Marcus confirmed usage is down.
5 Jun 2026 Onboarding kickoffLogistical thread: Hamza Akhtar confirmed implementation kickoff timing with Phil Catterall. Phil agreed to start the following Tuesday and run through Friday, and asked whether the whole team should be involved.
4 Jun 2026 BB-Demo Customer Day: 11 June 2026Marketing invited credit controller Tracey Bainbridge to the London Customer Day on Thu 11 Jun 2026. No customer response in the thread.
4 Jun 2026 Booking the next onboarding sessionOllie Pearson asked Trent Nakamura for two or three slots to review connected sources, admin access and mismatches against referral reports. There is no customer response in the thread. Scheduling only.
5 Jun 2026 Catching up on how the team is finding itHolly Tranter confirmed to Daniel Okafor that usage has fallen: some directors went back to their own spreadsheets and she has been pulled onto other projects. A half-hour call with her and Saskia was agreed.
4 Jun 2026 Invitation: BB-Demo Customer Day LondonEvent invitation from Alice Brewer to Dev Malhotra, Director of IT Security, for Customer Day London on 11 Jun 2026. Logistical only, and there is no customer response in the thread.
4 Jun 2026 Invitation: BB-Demo Customer Day in LondonEvent invitation from Alice Brewer to Mike Delaney, Chief Financial Officer, for Customer Day London on 11 Jun 2026. Logistical only, and there is no customer response in the thread.
4 Jun 2026 BB-Demo Customer Day London, Thursday 11 June 2026Alice Brewer invited Ilse de Graaf to BB-Demo Customer Day London on Thursday 11 June 2026. Event invitation only; there is no customer response in the thread.
5 Jun 2026 Order form for signatureTom Ashdown sent the renewal order form on 4 Jun 2026. Asif Jagger replied the next day that he would sign and return it by end of week. The thread does not show the signed copy.
4 Jun 2026 Invitation: BB-Demo Customer Day London, Thursday 11 June 2026Invitation from Alice Brewer to Kelly Sharpe for the London Customer Day on 11 Jun 2026. It is an event invitation, not a sales thread. There is no customer response in the thread.
4 Jun 2026 Invitation: BB-Demo Customer Day LondonMarketing invited Imogen Hartley, Chief Data Officer, to Customer Day London on Thursday 11 June 2026, at short notice. There is no customer response in the thread.
3 Jun 2026 Customer Day invitationLogistical invitation from Alice Brewer to Brittany Hayes for the London Customer Day on 11 Jun 2026. There is no customer response in the thread.
4 Jun 2026 Onboarding session: finding a timeLogistical scheduling thread: Laura Penhaligon asked Monica Starling for a first working session. Monica chose Monday afternoon after 14:00 and said access for others is still undecided.
4 Jun 2026 Your support request: follow-upKate Ormerod traced a support issue to a new column in the service ticket export and updated the mapping the next day. Kai Petersen was helpful and the fix was due in the nightly refresh.
3 Jun 2026 Invitation to BB-Demo Customer Day LondonAlice Brewer invited Claire Ackroyd, the Integration Director who joined in the spring, to BB-Demo Customer Day London on 11 Jun 2026. Logistical invitation; no customer response in the thread.
5 Jun 2026 Follow-up from the QBR and next stepsAfter the QBR, Marcus Bell reported rising usage, routine tickets and no overdue invoices. Andrew Sugden, the CFO, asked for a year summary of manual reconciliation replaced and asked when to start the renewal talk for the contract ending 10 Apr 2027.
3 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Danielle Okonkwo to the in-person Customer Day London on 11 Jun 2026. It is an event invitation with no customer response in the thread.
3 Jun 2026 Invitation to BB-Demo Customer Day in LondonAlice Brewer invited Dennis Wolter, Head of Finance, to the London Customer Day on 11 Jun 2026 and asked whether BB-Demo may tell Brenneck Pay's story. This is an event invitation. There is no customer response in the thread.
4 Jun 2026 Finding a time for a first conversationLogistical thread. Tom Ashdown proposed a first discovery conversation and Eleanor Whitlock accepted an hour, asked for early next week, and asked who from BB-Demo will join.
5 Jun 2026 Scheduling our check-inElena Novak and Dana Whitaker fixed a thirty-minute check-in. Mostly logistical, but Dana asked to add training for newer team members to the agenda.
5 Jun 2026 QBR follow-up: usage, access and next stepsAfter the QBR, Rajesh Mistry asked for cost per head for his planners, co-termed to the 4 Jan 2027 end date, and wants usage by team as proof. He will not sign for idle seats. Customer service is not yet on.
5 Jun 2026 Calderbrook renewal: terms and usageCraig Oduya asked Amara Obi for renewal terms, a usage summary and exit arrangements, saying he is not asking for a proposal. Amara replied that about four people are active against 40 licences, down by roughly a third.
5 Jun 2026 Calderbrook renewal notice: Growth subscriptionDaniel Okafor gave formal notice of the Growth renewal, copying Tom Ashdown. Craig Oduya said all supplier contracts are under review against an in-house platform and asked for the exit position in writing before any call.
5 Jun 2026 Follow-up on the expansion proposalPieter de Groot, the CFO, has read the £2,973 expansion proposal and asks in writing whether it is covered by the current contract or needs a separate order form, and what it costs per year.
10 Jun 2026 Matching rule for duplicate customer recordsImran Hussain asked for a matching rule for customers appearing twice from the routing and helpdesk sources. Dominic Hale agreed company number then site postcode, merged the duplicates on 10 Jun 2026 and left a leftover list for Imran to review.
4 Jun 2026 Connector list and costs for the platform programmeSimon Achterberg, Chief Information Officer, is reviewing every platform as part of the platform programme and wants connectors, data location and cost in writing. He also wants to know who asks the questions. He is holding conclusions until he has the list.
4 Jun 2026 Brenneck Pay usage and what merchant risk needs nextKatrin Vogelsang reported 33 active users of 40 and seven of eight connectors configured. Aylin Kaya wants a case tool and a chargeback feed, which Katrin thinks exceed Growth. She wants Matteo Ricci involved early and EU residency kept.
5 Jun 2026 Scheduling the kickoffLauren Pacheco, VP Revenue Operations, replies three days later with kickoff windows and asks the time to value on the first connector so she can tell reps when to expect a shipper view. No BB-Demo answer yet.
5 Jun 2026 Booking the next check-inCallum Reid agreed a Thursday check-in but put the marine submissions and claims view first, asking for a clear status and a live date. He put the quieter activity down to leave and a binder renewal.
2 Jun 2026 Next steps from the demoAfter the demo the day before Jordan Pike's 1 Jun 2026 email, Gabriela Montoya replied on 2 Jun 2026 that it was great. She asked for Theo Gallagher to speak with her team about EHR data and API integration later that week.
1 Jun 2026 Invitation: BB-Demo Customer Day LondonLogistical event invitation: Alice Brewer invited Rhian Morgan to Customer Day London on Thu 11 Jun 2026. There is no customer response in the thread.
1 Jun 2026 Invitation: BB-Demo Customer Day LondonAlice invited Adrian to BB-Demo Customer Day London on 11 Jun 2026, pointing to implementation team time on connectors, access and the helpdesk connection. No customer response in the thread.
4 Jun 2026 Invoice INV-158-0002: payment reminderRachel sent a second reminder for INV-158-0002, £54k gross, due 10 May 2026. Russell apologised, said it was held up matching the purchase order, and that it is in the next payment run.
4 Jun 2026 Scheduling your QBRAmara Obi, new to the account, raised falling weekly activity against 40 licensed users and a high priority ticket. Craig Ashwell said the numbers are not good and asked for a concrete plan to get project managers using the brain.
4 Jun 2026 Implementation kickoffHamza Akhtar welcomed Clare Huddleston to the implementation programme and set the kickoff for Thursday 4 Jun 2026 at 14:00. Clare replied promptly and positively. The thread is logistical and does not show how the meeting went.
1 Jun 2026 Invitation: BB-Demo webinar on Thursday 18 June 2026Alice Brewer invited Priscilla Bowen and the customer success team to the BB-Demo webinar on Thursday 18 June 2026. There is no customer response in the thread.
1 Jun 2026 Invoice INV-030-0002 for Copperwick LogisticsBilling thread: Rachel Dunmore sends Victor Sandoval invoice INV-030-0002 for £50k, the annual Growth subscription for 40 users, due 1 Jul 2026. No customer response in the thread.
1 Jun 2026 Time to talk about the renewalDaniel Okafor opened the renewal conversation with Craig Oduya, Director of Digital and Data. Craig said the contract is under review against an in-house platform and asked for notice, export and exit terms first.
31 May 2026 BB-Demo webinar, Thursday 18 June 2026Alice Brewer invited Finance Manager Andy Buckley to a webinar on 18 Jun 2026 about operations teams using data to spot issues faster. Logistical invitation; there is no customer response in the thread.
30 May 2026 Invitation: BB-Demo Customer Day LondonLogistical event invitation from Alice Brewer to Tyler Nguyen, Copperwick's Salesforce Administrator, for Customer Day London on 11 Jun 2026. There is no customer response in the thread.
30 May 2026 Invitation to BB-Demo Customer Day LondonAlice Brewer invites Greg Haskins, Corporate Controller, to BB-Demo Customer Day London on Thursday 11 June 2026. Purely an event invitation; there is no customer response in the thread.
3 Jun 2026 Your renewal, set for 28 Aug 2026Daniel Okafor checked in ahead of the 28 Aug 2026 Starter renewal. CFO Diarmuid Kenny said the team uses it well and asked what the renewal terms will be.
4 Jun 2026 Your Enterprise renewalMarcus Bell sent the renewal notice for the Enterprise subscription ending 27 Aug 2026. CFO Robert Lindsay asked which figure is contracted, £104k or the £125k he saw. Tom Ashdown is to confirm in writing.
29 May 2026 Invitation: BB-Demo Customer Day in LondonAlice Brewer invited Matthias Ebner, Chief Operating Officer, to BB-Demo Customer Day London on Thursday 11 June 2026. There is no customer response in the thread. Event invitation, no commercial content.
29 May 2026 BB-Demo Customer Day London, 11 Jun 2026Alice Brewer invited Mark Brearley to the BB-Demo Customer Day in London on 11 Jun 2026. Logistical invitation only; there is no customer response in the thread.
29 May 2026 Remittance advice: payment releasedLorena Diaz told Rachel Dunmore that payment of the outstanding invoice was released on 29 May 2026, matched to the PO and paying entity. She apologised for the delay and asked for confirmation when funds arrive.
29 May 2026 Quick look at usage before our next check-inOn 29 May 2026 Marcus Bell flags fewer weekly logins and fewer questions asked. Liam Doherty had noticed it, blames a busy period, and asks for short sessions with depot account managers to stop a drift back to spreadsheets.
1 Jun 2026 Starter tier proposalJordan Pike proposed the Starter tier at £28k for implementation and the first year's subscription. CFO Jeff Hollander replied on 1 Jun 2026 to move forward and asked for the order form.
2 Jun 2026 Finding time to talk about the renewalMarcus Bell asked Huw Bevan for a renewal conversation on the Growth contract ending 24 Jul 2026. Huw wants to see usage first and asks what Penmaen would lose if it stopped.
28 May 2026 Invoice INV-156-0005Rachel Dunmore sent invoice INV-156-0005 on 28 May 2026: £26k net, £31k gross, due 27 Jun 2026, and asked for a PO number. No customer response in the thread. Logistical.
28 May 2026 Finalising termsPurely logistical thread: Sophie Ling asked Robin Hatherell for 30 minutes on commercial terms, Robin offered Thursday at 14:00 and Sophie sent the invite.
28 May 2026 Subscription invoiceRachel Dunmore sent Lynne Waring invoice INV-097-0002 for the Enterprise subscription from 28 May 2026 to 27 May 2027: £30k net, £36k with VAT, due 27 Jun 2026. There is no customer response in the thread.
29 May 2026 Re-booking the training sessionHamza Akhtar held a training slot and referred to a small support desk question from the team. Tyrell Haynes confirmed Tuesday, asked for an agenda and asked whether to invite sales engineering colleagues.
1 Jun 2026 Onboarding: next working session and what to bringTrent Nakamura agreed a Tuesday 11:00 onboarding session and reported that the same hospital appears under several spellings. He asked which source wins; Ollie Pearson deferred the rule to the session. Working thread, no complaint.
28 May 2026 Invoice INV-076-0007 for your recordsRachel Dunmore sent Bernadette Lowry invoice INV-076-0007 for the Enterprise subscription: £32k net, £38k gross, due 27 Jun 2026. Billing only; no customer response in the thread, and nothing is overdue.
29 May 2026 Scheduling the security review walkthroughJordan Pike asked Megan Alvarez to book a session with Hannah Lowe on open findings. Megan will attend alone, requires written answers, and wants incident history covered. A verbal answer is not sufficient for her records.
27 May 2026 Join us for an upcoming webinarEvent invitation: Alice Brewer invited Stephanie Lowes to an 18 Jun 2026 webinar on data freshness. There is no customer response in the thread.
2 Jun 2026 Proposal and next stepsMatteo Ricci sent a Starter proposal at £28k all-in for year one. Orla Keane replied that she and Padraig Flaherty want to move forward, with questions on implementation timeline and user licences. A draft order form was attached.
27 May 2026 Join us online on Thursday 18 June 2026Alice Brewer invited Joanne Unwin to the 18 Jun 2026 webinar on bringing client work, queries and billing into one view, noting Joanne's earlier interest. No customer response in the thread.
1 Jun 2026 Check-in: agenda and timingElena Novak sent the agenda for the next check-in. Katrin Vogelsang added an item on bringing more merchant risk colleagues in, since the licence has room, and asked that Sabine's points be recorded in writing. Tuesday 09:30 confirmed.
27 May 2026 Customer Day London: invitation for youAlice Brewer invited Kwame Asante, the Chief Technology Officer, to Customer Day London on Thu 11 Jun 2026. This is an event invitation with no customer response in the thread.
26 May 2026 Invitation to BB-Demo Customer Day LondonLogistical event invitation: Alice Brewer invited the chief financial officer, Huw Bevan, to Customer Day London on Thu 11 Jun 2026. There is no customer response in the thread.
26 May 2026 Invoice INV-162-0002Logistical billing thread: BB-Demo finance sent invoice INV-162-0002 for the annual Growth subscription, £50k, issued 26 May 2026, and asked for a PO number. No customer response in the thread.
27 May 2026 Kickoff schedulingLaura Penhaligon asked Allison Pereira for kickoff slots for the Growth set-up. Allison offered three slots and asked for the by-client view to work first, before open enrollment.
28 May 2026 Next onboarding session and user set-upLaura Penhaligon proposes the next session and a stepped plan starting with the service and key accounts groups. Kai Petersen agrees and will check with Christina which groups go first.
28 May 2026 Finding a time to go through the proposalMatteo Ricci and Eline Bakker agreed a Thursday afternoon slot to go through the proposal. Eline wants it sent beforehand so merchant risk can read it, and asked who owns the next step.
27 May 2026 Rescheduling the onboarding working sessionHamza asked for a session to close helpdesk connector access and dashboard ownership. Sana offered Thursday afternoon; helpdesk access is unanswered and dashboard ownership needs her manager's confirmation.
26 May 2026 Invoice INV-155-0009Rachel Dunmore sent Debbie Rowntree invoice INV-155-0009 for the Growth subscription (gross £13k, due 25 Jun 2026) and flagged an earlier open invoice. No customer response in the thread.
26 May 2026 Invitation: BB-Demo Customer Day London, Thursday 11 June 2026Alice Brewer invited Siân Pritchard to the in-person Customer Day on 11 Jun 2026, offering a short speaking slot or attendance only. No customer response in the thread.
26 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Lee Hathaway to the BB-Demo Customer Day in London on Thursday 11 June 2026. This is an event invitation, and there is no customer response in the thread.
26 May 2026 Side-by-side test and what it would replaceCarlos Medina proposed a like-for-like test against the analytics suite Etowah Lane already runs. Jordan Pike agreed. Carlos then relayed Laura Kessler's question: why pay for two tools, and what would this replace?
26 May 2026 Invitation to Customer Day LondonAlice Brewer invited Priti Varma, a Corporate Account Manager, to Customer Day London on Thursday 11 June 2026 and asked if she would speak about her use of the brain. No customer response in the thread.
26 May 2026 Invoice INV-086-0005 for your recordsLogistical billing thread: Rachel Dunmore sent invoice INV-086-0005 for £11k, due 25 Jun 2026, and asked Ilse Smits for the PO number and address. There is no customer response in the thread.
26 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Gavin Rudd to the in-person BB-Demo Customer Day London on Thursday 11 June 2026 and asked for a reply by the end of the week. No customer response in the thread.
28 May 2026 Getting the next QBR in the diaryAmara Obi and Gemma Holt fixed the next QBR for Thursday afternoon. Gemma asked to add customer service and how that sits with the 40 licences. She wants Rajesh Mistry there to see usage figures.
25 May 2026 BB-Demo Customer Day, Thursday 11 June 2026Alice Brewer invited CFO Vikram Sethi to BB-Demo Customer Day in London on 11 Jun 2026. Logistical invitation; there is no customer response in the thread.
25 May 2026 Customer Day London: invitationAlice Brewer invited Gareth Pugh, Head of IT Security, to BB-Demo Customer Day London on Thursday 11 June 2026, so security and access owners are reached as well as the commercial systems team. No customer response in the thread.
25 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Financial Controller Karen Midgley to the BB-Demo Customer Day in London on Thursday 11 June 2026. It is a marketing invitation with no customer response in the thread.
25 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invites Aisha Rahman to the in-person Customer Day in London on Thursday 11 Jun 2026. There is no customer response in the thread, so attendance is not shown.
24 May 2026 You're invited: BB-Demo Customer Day LondonEvent invitation: Alice Brewer invited Barry Coxon to the BB-Demo Customer Day in London on 11 Jun 2026. There is no customer response in the thread.
24 May 2026 Invitation to the BB-Demo webinar on 18 Jun 2026Alice Brewer invited Imran Hussain, who looks after the routing, helpdesk and finance connectors, to the 18 Jun 2026 webinar and asked for a short comment. Logistical marketing invite; no customer response in the thread.
24 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Kofi Asamoah to Customer Day London on Thursday 11 Jun 2026 and asked him to share how he runs the brain. This is an event invitation with no customer response in the thread.
24 May 2026 BB-Demo webinar, 18 Jun 2026Alice Brewer invites Naomi Fordham to a BB-Demo webinar on 18 Jun 2026 about getting more value from data connectors and dashboards. This is a marketing invitation with no customer response in the thread.
24 May 2026 Webinar, supplier tickets and accountsMarketing invited credit controller Tracey Bainbridge to an 18 Jun 2026 webinar on bringing supplier tickets and accounting data together. No customer response in the thread.
24 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Malcolm Ridgway, Chief Financial Officer, to BB-Demo Customer Day London on Thursday 11 June 2026. There is no customer response in the thread. It is an event invitation only.
24 May 2026 Join us at the Customer DayLogistical event invite: Alice Brewer invited Chris Jagger and Hugh to the BB-Demo Customer Day in London on 11 Jun 2026. The thread holds no customer reply.
23 May 2026 Customer Day invitationLogistical invitation from Alice Brewer to Harry Kitching for the London Customer Day on 11 Jun 2026. There is no customer response in the thread.
23 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Carl Whittle, Finance Manager, to the in-person Customer Day London on Thu 11 Jun 2026. Logistical invitation. The thread holds no customer reply.
23 May 2026 BB-Demo Customer Day London: your invitationAlice Brewer invited Helen Varley to BB-Demo Customer Day London on Thursday 11 June 2026 and asked whether she would share her team's experience. No customer reply in the thread.
26 May 2026 Demo schedulingLogistical thread. Matteo Ricci proposed a Tuesday or Wednesday morning demo with Anya for the connectors. Úna Hanrahan accepted Wednesday at 10:00 and said Padraic will join.
22 May 2026 Your BB-Demo renewal: next steps before AugustMarcus Bell gave Valerie Okon formal notice that the Growth subscription (£44k a year, 40 licensed users) ends 22 Aug 2026, citing falling weekly logins. No customer response in the thread.
22 May 2026 Invitation: BB-Demo Customer Day London, Thursday 11 June 2026Alice Brewer invited Graham Tovey to the in-person Customer Day London on 11 Jun 2026. This is an event invitation, not a commercial thread. There is no customer response in the thread.
29 May 2026 Getting the next QBR in the diaryMarcus Bell and Nicola Brearley agreed a one-hour QBR on a Thursday at 09:30, with Imran Hussain attending for connectors. Nicola wants a forwardable summary for Andrew and an agenda beforehand.
28 May 2026 Proposal review, timing for conversationEllie Rowcliffe said she and Simon Harte had reviewed the proposal and asked for a call that week. Sophie Ling agreed to Thursday afternoon at 14:00. The thread does not show what was discussed or decided.
22 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Stuart Haworth to BB-Demo Customer Day London on Thursday 11 Jun 2026, citing Grisedale as a good example of use. No customer response in the thread.
26 May 2026 Getting our next check-in in the diaryDeepa Chauhan agreed to an hour-long check-in, wants credit control and one key-account manager there, and says the team finds the brain broadly useful. Her agenda is who asks questions, which branches lag and the account view.
22 May 2026 Your proposalSales thread: Sophie Ling sent a proposal after the demo and Neil Ashby, Head of Revenue Operations, agreed the same day to review it on Wednesday morning. The proposal is an open item, not a decision.
22 May 2026 BB-Demo Customer DayMarketing invitation from Alice Brewer to Lena Becker for the London Customer Day on 11 Jun 2026. Purely logistical event outreach. There is no customer response in the thread.
28 May 2026 Security review: finding a slot for the working sessionDeclan Furlong, the CISO, accepted a working session but set three written DORA requirements first and wants dated commitments, not verbal assurances. Theo Gallagher agreed Tuesday at 14:00 and promised a dated exit plan commitment by Friday.
22 May 2026 Invitation: Revenue leaders roundtable, LondonMarketing invited Kofi Mensah, an Underwriting Assistant, to a Revenue leaders roundtable on Tuesday 26 May 2026 and asked about quoting his experience. There is no customer response in the thread.
22 May 2026 Moving the onboarding sessionPurely logistical thread: Laura Penhaligon moves the onboarding session after a customer call overran, and Kai Petersen agrees to the next morning. The session is set for 10:30 on 22 May 2026.
21 May 2026 Invitation: BB-Demo Customer Day London, 11 Jun 2026Alice Brewer invited Natasha Greaves to the BB-Demo Customer Day London and asked to quote her team's use of the brain in a customer story. There is no customer response in the thread.
21 May 2026 Follow-up from our QBRAfter the QBR, Marcus Bell told Karin Sjöberg, Mats Eklund and Linnea Holm that usage across 160 licensed users was steady and support quiet. He offered a call on the customer segment view. No customer reply.
21 May 2026 Wexmoor invoice reissued with PO numberRachel Dunmore cancelled the 2 Feb 2026 invoice and reissued it on 21 May 2026 to Wexmoor Management Services LLC with the PO number. Amount unchanged at £50k. No customer response in the thread.
20 May 2026 BB-Demo Customer Day on 11 Jun 2026Alice Brewer invited Riley Tran to BB-Demo's Customer Day on 11 Jun 2026 in London. Logistical marketing invitation; there is no customer response in the thread.
20 May 2026 Revenue leaders roundtable, 26 May 2026Alice Brewer invited Anita Mistry to a revenue leaders roundtable in London on 26 May 2026. Marketing event invitation only. There is no customer response in the thread.
20 May 2026 BB-Demo Customer Day, Thursday 11 June 2026Alice Brewer invited Sandra Neale to BB-Demo Customer Day in London on Thu 11 Jun 2026. Event invitation only, with no customer response in the thread.
20 May 2026 BB-Demo Customer Day, Thursday 11 June 2026Alice Brewer invited Tyler Brookes to BB-Demo Customer Day in London on Thu 11 Jun 2026. Event invitation only, with no customer response in the thread.
20 May 2026 Revenue leaders roundtable in London, 26 May 2026Alice Brewer invited Daan Visser to the in-person Revenue leaders roundtable in London on 26 May 2026 and asked him to share how his team uses the brain. No customer response in the thread.
22 May 2026 Onboarding sessions for HartsideHamza Akhtar chased Sana Rahman for onboarding slots. On 22 May 2026 she agreed usage is thin, said people await their own data, and offered Thursday morning to start with the CRM connection.
21 May 2026 Your contract renewalMarcus Bell flagged the contract end on 18 Aug 2026. Finance Director Pauline Metcalfe replied the next morning that Linthorpe would like to renew and would come back with a time. The thread shows no later reply.
22 May 2026 Training session for the customer success teamHamza Akhtar proposed a training session for the customer success team on their own distributor accounts. Tyrell Haynes welcomed the use of real accounts and suggested Tuesday, pending who can attend.
20 May 2026 Invitation: BB-Demo Customer Day London, 11 Jun 2026Alice Brewer invited Clara Hoskins, Head of Procurement, to the in-person BB-Demo Customer Day in London on Thursday 11 Jun 2026. This is a marketing invitation with no customer response in the thread.
20 May 2026 Invitation: revenue leaders roundtable in LondonEvent invitation: Alice Brewer invited Shauna Pettibone, Director of Strategic Sourcing, to the Revenue leaders roundtable in London on Tuesday 26 May 2026. No customer response in the thread.
20 May 2026 Revenue leaders roundtable, 26 May 2026Event invitation. Alice Brewer invited Vicky Eccles to a private London roundtable on 26 May 2026 for operations and revenue leaders. There is no customer response in the thread.
21 May 2026 Follow-up from the QBRAfter the QBR, Richard Thorne, the COO, asked for a one-page value summary for the board and for the renewal cost stated in writing before anything is agreed. The term runs to 30 Jun 2026.
19 May 2026 Scheduling your next onboarding sessionHamza Akhtar asked Sana Rahman for slots for the next onboarding session, noting only one or two people log in against 40 licensed users. Mainly scheduling; no customer response in the thread.
19 May 2026 Notes from our check-inDaniel Okafor's notes record that active users eased over the last quarter against 180 licensed users, Siân Pritchard wants a measured value case, and the term runs to 9 Jan 2027. No customer reply is in the thread.
20 May 2026 Onboarding sessions: getting a date in the diaryOllie Pearson proposed three onboarding sessions. Trent Nakamura accepted the sequence and chose Friday at 10:00, but repeated that the source-precedence question must be answered first and asked for nobody else to be copied.
21 May 2026 Check-in call: finding a timeMarcus Bell proposed a check-in to compare 40 licensed users with actual logins. Pieter van Dam replied on 21 May 2026 and asked for shipper-level question counts and a list of non-users.
19 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Callum Reid to BB-Demo Customer Day London on 11 Jun 2026 and asked if he would speak about capacity provider oversight. This is an event invitation, and there is no customer response in the thread.
18 May 2026 Training sessionLogistical thread. Hamza Akhtar proposed a training session for Stefanie Lange's team. Stefanie, Head of Broker Management, said next week was tricky and asked for the week after, on a Wednesday or Thursday.
18 May 2026 Invitation: BB-Demo Customer Day LondonAlice Brewer invited Shane Twomey to the Customer Day London on Thursday 11 June 2026 and asked whether he would say a few words. There is no customer response in the thread.
18 May 2026 Payment reminder: invoice INV-158-0002On 18 May 2026 finance chased Russell Bland for invoice INV-158-0002, the £54k gross Growth subscription, due 10 May 2026 and unpaid, and flagged the earlier implementation invoice. No customer response in the thread.
18 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Desmond Oyelaran to an in-person Revenue leaders roundtable in London. This is a logistical event invitation with no customer response in the thread.
18 May 2026 Invoice INV-030-0001 for Copperwick LogisticsBilling thread: Rachel Dunmore sent Victor Sandoval invoice INV-030-0001 for £12k issued 18 May 2026, due 17 Jun 2026, and asked for a PO number. No customer response in the thread.
18 May 2026 Invoice INV-026-0004Rachel Dunmore sent Annika Lund invoice INV-026-0004 for the Enterprise subscription: £114k net, no VAT, due 17 Jun 2026. She asked for the PO number. There is no customer response in the thread.
19 May 2026 Onboarding: dashboards and next sessionOnboarding thread. Hamza Akhtar asks Josh Fairburn to pick first example homes for the per-home view. Josh picks four and asks that the source of every dashboard figure be visible, as Natasha will want it.
18 May 2026 Invoice INV-022-0003Rachel Dunmore sent Dan Kitching invoice INV-022-0003 for the Starter subscription at 15 users: £20k net, £23k total, due 17 Jun 2026. Purely a billing notice; there is no customer response in the thread.
18 May 2026 BB-Demo webinarMarketing invitation from Alice Brewer to Luke Oakes for a BB-Demo webinar on 21 May 2026. There is no customer response in the thread.
18 May 2026 Invoice INV-011-0005Rachel Dunmore sent Zoe Nuttall invoice INV-011-0005 for the Starter renewal: £20k net, £23k total, due Wednesday 17 June 2026. This is a billing message with no customer response in the thread.
18 May 2026 Payment reminder: Wexmoor Property Group subscription invoiceRachel Dunmore sent Lorena Diaz a fourth reminder for invoice INV-010-0002, the £50k annual Growth subscription, due 4 Mar 2026 and unpaid. There is no customer response in the thread.
15 May 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Imran Hussain to the Revenue leaders roundtable in London on 26 May 2026 and asked whether he would share a quotable view of the connectors. This is an event invitation with no customer response in the thread.
15 May 2026 Implementation invoiceRachel Dunmore sent Lynne Waring invoice INV-097-0001 for the Enterprise implementation: £30k net, £36k with VAT, due 14 Jun 2026. She asked for a PO number. There is no customer response in the thread.
15 May 2026 Invitation: BB-Demo webinar on 21 May 2026Alice Brewer invited Bas Kuijpers, an admin on the Growth subscription, to the BB-Demo webinar on 21 May 2026. There is no customer response in the thread.
15 May 2026 Invoice INV-086-0004 for your recordsLogistical billing thread: Rachel Dunmore sent invoice INV-086-0004 for £2,115, due 14 Jun 2026, and asked Ilse Smits for a PO number. There is no customer response in the thread.
20 May 2026 Your Growth subscription renewalMarcus Bell gave formal renewal notice for the Growth subscription ending 14 Aug 2026. Conor Daly will sign only against the executed order form and will not agree terms until he has them in writing.
19 May 2026 Quarterly review schedulingMarcus Bell asked Karin Sjöberg who should attend the next quarterly review. Karin asked to add someone from store operations and proposed Thursday of next week at 14:00 UK time, or Friday morning.
18 May 2026 Scheduling a check-in callRachel Dunmore told Greg Haskins that one of the two invoices is now settled and one is still open, and asked for a 20-minute call. Greg offered two slots on 18 May 2026. Logistical billing thread.
14 May 2026 BB-Demo webinar on customer operationsAlice Brewer invited Tasha Merriweather of Conover Lending Group to a free webinar on 21 May 2026 about customer operations. This is a marketing invitation only. There is no customer response in the thread.
14 May 2026 Check-in notesMarcus Bell sent notes after the check-in: usage up on last quarter, 40 licensed users with room to add more, two non-urgent tickets, and a promise to look into complaints beside open roles. No customer response in the thread.
14 May 2026 Order form for signaturePriya Raman sent Mark Brearley the Copperlane Payroll renewal order form (15 users, £20k annual) on 14 May 2026. He replied within 12 minutes that it all looked good and he would sign it the next morning.
15 May 2026 Your support request: checking it is sortedBethan Lister followed up Lee Garside's support request about NHS trust account data in the brain. After a change on BB-Demo's side, Lee confirmed on 15 May 2026 that it looks right and praised the quick turnaround.
15 May 2026 Your renewal order formNell Ashcombe sent the Starter renewal order form at an unchanged £20k. Ravi Atherton said it looked good and that he would sign it the next day. The thread does not show the signed copy.
14 May 2026 Adding more users to the brainGemma Holt asked what twenty more users would cost. Lewis Kerr quoted two blocks at £4,000 each, £8,000 plus VAT, co-termed to the 4 Jan 2027 renewal. Gemma needs her director's sign-off.
13 May 2026 Invoice INV-162-0001Logistical billing thread: BB-Demo finance sent invoice INV-162-0001 for £12k on 13 May 2026 and asked for a PO number. There is no customer response in the thread.
14 May 2026 Onboarding session: connector accessLaura Penhaligon asks Kai Petersen for a working session and for read access to the service ticket system and CRM. Kai offers slots and says the ticket system needs an owner's approval, which may take days.
13 May 2026 Finding a time for our check-inDaniel Okafor and Siân Pritchard fixed a Monday 15:00 check-in with Nikhil Rao. Siân wants to spend time on what the data is worth to the teams and asked for usage by team; Daniel promised an honest picture.
14 May 2026 Notes from our check-inGemma Thorne agreed Amara Obi's notes but raised that some account managers distrust numbers whose source they cannot see. She wants a how-to draft first and asked to hold wider access until it is ready.
13 May 2026 Invoice INV-101-0002Logistical billing email of 13 May 2026: Rachel Dunmore sent Tanya Briggs invoice INV-101-0002 for £22k, due 12 Jun 2026, and asked for the PO number. There is no customer response in the thread.
13 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Alice Brewer invited Gavin Rudd to a BB-Demo webinar on Thursday 21 May 2026 about cutting manual reconciliation. This is a logistical marketing invitation with no customer response in the thread.
18 May 2026 Onboarding session: access and agendaOllie Pearson set an agenda for the next onboarding session. Trent Nakamura asked for the mapping document in advance and said he had raised a ticket about his admin login, which he wants fixed before connecting anything.
13 May 2026 Following up on the quarterly business reviewAfter the review call Malcolm Ridgway questioned what usage is steady against and asked how many of 200 licences are active each week. He wants it in writing for the board. Value risk ahead of renewal.
13 May 2026 Copperwick order form ready for your signatureJordan Pike sent the Growth order form at a total of £62k on 13 May 2026. CFO Mike Delaney asked for the all-in cost in USD and for the ROI before he will sign.
13 May 2026 Security review session: finding a timeDeclan Furlong accepted Thursday at 10:00 for the security review session and set written requirements under DORA: incident notification times, subcontractors and data locations, and a dated exit plan commitment with a named owner.
14 May 2026 Quarterly review: finding a timeCallum Reid, Head of Underwriting Operations, asked for the quarterly review before the end of the month, on a mid-week morning. He wants figures showing whether the refresh lands by 07:00 every day, as he has to answer capacity providers.
15 May 2026 Follow-up on your open support ticketOlivia Grant and Nikhil Rao traced a source that stopped loading to an upstream column rename and missing grants. Nikhil fixes production on Monday; Olivia holds a mapping change and will close the ticket after a clean nightly refresh.
12 May 2026 ProposalLogistical thread: on 12 May 2026 Matteo Ricci asked Orla Keane to meet the following week for a proposal after the demo. There is no customer response in the thread.
18 May 2026 Order form for signatureMatteo Ricci sent the Enterprise implementation order form for signature by 14 May 2026. Bernard Haslam said legal needed a few days and asked for 18 May 2026, which Matteo accepted. No signature appears in the thread.
12 May 2026 You're invited: online webinarAlice Brewer invited Sue Ditchfield, Finance Manager, to an online webinar on 21 May 2026. It is a marketing invitation and the thread holds no customer response.
15 May 2026 Order form for signatureMatteo Ricci sends Ruud Verhoeven the £2,115 expansion order form. Ruud confirms it matches the contract and asks about the 14 May 2026 date. Matteo says it is an expected close date and takes effect from signature.
15 May 2026 Renewal conversation: finding a timeMarcus Bell asked Conor Daly for a renewal call on the Growth subscription running to 14 Aug 2026. Conor agreed to a call but first wants the signed order form to check terms.
14 May 2026 Finding a time for your quarterly reviewDaniel Okafor asked Finance Director Philip Annear for a quarterly review slot. Philip replied with times and asked for a usage summary showing who uses it and what it saves.
13 May 2026 Kickoff follow-upAfter the kickoff call, Ollie Pearson sent the data connector checklist and asked Auerhain to confirm readiness. Markus Hofmann replied on 13 May 2026 that the team is ready and will have everything prepared by next week.
15 May 2026 Scheduling a check-inDaniel Okafor asked Ruth Ackroyd for a check-in on 12 May 2026. She agreed to a Tuesday at 10:00 but said usage was a bit quieter and asked for evidence on why before the meeting.
11 May 2026 Invoice INV-155-0008 still outstandingRachel Dunmore sent Debbie Rowntree a third reminder that invoice INV-155-0008 (gross £13k, due 25 Mar 2026) is unpaid. There is no customer response in the thread.
12 May 2026 Moving forwardAfter a follow-up from Sophie Ling, Robin Hatherell replied the next day that Aldbourne is keen to move forward and asked for the implementation timeline for a Starter deployment.
11 May 2026 Setting up the onboarding sessionsLogistical thread: Ollie Pearson and Trent Nakamura agreed a Thursday 10:00 working session. Trent asked for a walk-through only and will not give credentials until he has seen the mapping on screen.
11 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Logistical marketing invitation from Alice Brewer to Brendan Moran for the 21 May 2026 webinar. No customer response in the thread.
11 May 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026One-way marketing invitation from Alice Brewer to a BB-Demo webinar on Thursday 21 May 2026, with a request to quote Harrowden Foods' experience. There is no customer response in the thread.
10 May 2026 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Alexa Fraser, Chief Operating Officer, for a 21 May 2026 webinar. Logistical only. There is no customer response in the thread.
10 May 2026 BB-Demo webinarAlice Brewer, Head of Marketing, invited Emma Croft, Chief Executive, to a BB-Demo webinar on Thu 21 May 2026. This is a marketing invitation only, and there is no customer response in the thread.
9 May 2026 Invitation: revenue leaders roundtable in LondonAlice Brewer invites Joost van der Linden to the in-person revenue leaders roundtable in London on Tuesday 26 May 2026. Marketing invitation only. No customer response in the thread.
9 May 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation from Alice Brewer to Natasha Pryor for a London roundtable on 26 May 2026. There is no customer response in the thread. No commercial content.
8 May 2026 Order form for signature: Pellegrin Hart BenefitsJordan sent Gary Pellegrin the Growth order form at a total of £62k including implementation, with 12 May 2026 as expected close. Gary confirmed the total matches and will review with Allison before Tuesday.
8 May 2026 Kickoff call: finding a timeLaura Penhaligon asked Christina Möller to book the implementation kickoff after the order form was signed. Christina offered Tuesday or Wednesday morning and named Kai Petersen as the brain admin.
11 May 2026 Booking a check-in callMarcus Bell asked Craig Ashwell for a check-in after usage eased. Craig admitted project managers went back to spreadsheets and set a test: show variations and client signatures in one view. A Thursday morning call was agreed.
12 May 2026 Let's get the implementation startedLogistical thread: Laura Penhaligon congratulated Brooke Dawson on signing and sought a kickoff call. Brooke replied the same day, and Laura proposed Wednesday 14:00 UK time with a pre-call checklist.
8 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Femi Olatunji to the in-person Revenue leaders roundtable in London on 26 May 2026. This is a marketing event invitation with no customer response in the thread.
11 May 2026 Check-in call: finding a timeMarcus Bell asked Lauren Pilkington for a check-in call, citing higher active use. She agreed to Thursday mornings and asked whether consultants can see client complaints beside open roles on one page.
11 May 2026 Proposal walk-through: finding a timeMostly scheduling: Morag Cowie accepted a one-to-one proposal walk-through on Thursday and asked that the proposal show clearly how brokers would be viewed together, firm by firm.
11 May 2026 Setting up the quarterly business reviewDeepa Chauhan agreed to a quarterly business review with Malcolm Ridgway and Tariq Saleem. She asked for a money-and-value focus with the base shown for every percentage.
8 May 2026 Quick check-in this month?Marcus Bell raised fewer logins and asked for a check-in. Jenna Price agreed the same day, asked for the middle of next week, and said usage had dipped partly because she had not looked at the connector.
7 May 2026 Invitation: BB-Demo webinar on 21 May 2026Logistical event invitation: Alice Brewer invited Ffion Rees to the 21 May 2026 customer webinar. There is no customer response in the thread.
13 May 2026 Quarrington kickoff: recap and next stepsOllie Pearson recapped the Growth kickoff for Quarrington Care Network. Trent Nakamura replied that referrer names and source precedence must be settled first, and held back credentials. Ollie committed to a mapping document and a naming list.
7 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Finance Director Andrew Pickering to the London roundtable on Tuesday 26 May 2026. Marketing outreach with no customer reply in the thread.
8 May 2026 Finding a time for our check-inLogistical thread to book a half-hour check-in. Gemma Holt agreed, chose Wednesday morning, and plans to bring a customer service colleague for the last ten minutes. She said the account managers love the brain.
6 May 2026 Invitation: BB-Demo webinar on 21 May 2026Alice Brewer invited Fleur Jansen, the Information Security Officer, to the BB-Demo webinar on access control on 21 May 2026. It is a marketing invitation with no customer response in the thread.
6 May 2026 Payment reminder: invoice INV-158-0001On 6 May 2026 finance chased Russell Bland for invoice INV-158-0001, the £14k gross implementation fee, due 29 Apr 2026 and shown as unpaid. No customer response in the thread.
8 May 2026 Proposal for Greer Ocampo StaffingJordan Pike sent a Growth subscription proposal at £62k total. Brianna Ocampo replied that everyone is on board and asked for the order form. The proposal is an open item until an order form is executed.
6 May 2026 Revenue leaders roundtable in London, Tuesday 26 May 2026On 6 May 2026 Alice Brewer invited Ailsa Dunlop to a London roundtable on Tue 26 May 2026, noting her team no longer uses the product. No customer response in the thread.
6 May 2026 Invitation: revenue leaders roundtable in London on Tuesday 26 May 2026Alice Brewer invited Douglas Forsyth to an in-person revenue leaders roundtable in London on Tuesday 26 May 2026, allowing a colleague to attend instead. No customer response in the thread.
6 May 2026 Check-in notes and next stepsAmara Obi's 6 May 2026 notes to Gemma Holt: usage about double the previous quarter, quiet support, invoices paid, contract at £50k a year to 4 Jan 2027, and agreed actions on customer service access.
5 May 2026 Invoice INV-160-0003 for Veenendrecht PaymentsFinance sent invoice INV-160-0003 on 5 May 2026 for the Growth subscription, £12k net, due 4 Jun 2026. It asks for a PO number and the right mailbox. No customer response in the thread.
5 May 2026 Invitation to the BB-Demo webinarAlice Brewer invited Joe Mallinson, described as one of the more regular users, to a BB-Demo webinar on Thursday 21 May 2026. Marketing invitation only. There is no customer response in the thread.
6 May 2026 Onboarding sessions for your teamsHollie Grieve proposed two onboarding sessions. Danielle Okonkwo agreed, named the busiest-referrer liaisons as the first group, and asked for a view of referral trend per referrer. A Thursday morning slot is pencilled in.
8 May 2026 Growth, closing the dealJordan Pike sent Danielle Butler and Justin Simmons the final Growth proposal at £62k. Danielle said she would route it to Justin for signature by end of May. The thread shows no signature.
6 May 2026 Outstanding invoices and a callBridget Kearsley wrote directly to Greg Haskins about two unpaid invoices. Greg accepted the cause was paperwork, the first invoice addressed to the wrong entity, and offered a call. Logistical billing thread, no commercial signal.
5 May 2026 Invoice INV-010-0001: payment reminderFinance chases invoice INV-010-0001 for £12k, unpaid since its due date of 18 Feb 2026. Wexmoor's payables team could not match it to a PO or paying entity. There is no customer response in the thread.
4 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invites Ruben Dekker to speak briefly at a London roundtable on 26 May 2026 about connecting systems to the brain. No customer response in the thread.
3 May 2026 Revenue leaders roundtable in LondonAlice Brewer invited Petra Lüders, Head of Purchasing at Haverkamp Kontraktlogistik, or a colleague to an in-person revenue leaders roundtable in London. There is no customer response in the thread.
3 May 2026 Revenue leaders roundtable, 26 May 2026Alice Brewer invited Dan Kitching to a revenue leaders roundtable in London on 26 May 2026. Marketing outreach only. There is no customer response in the thread.
2 May 2026 BB-Demo webinar, MayLogistical event invite: Alice Brewer sent Brianna Ocampo, VP Client Services, an invitation to the BB-Demo webinar on Thursday 21 May 2026. There is no customer response in the thread.
1 May 2026 Webinar for heads of revenue operations in recruitmentLogistical event invite: Alice Brewer asked Mervyn Hales, Managing Director, whether he would attend a 21 May 2026 webinar for heads of revenue operations in recruitment. There is no customer response in the thread.
1 May 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Allison Pereira to the Revenue leaders roundtable in London on 26 May 2026. There is no customer response in the thread.
1 May 2026 Invoice INV-161-0002Rachel Dunmore sent invoice INV-161-0002 for £125k, the first annual Enterprise subscription for 150 licensed users, due 31 May 2026. It was unpaid when sent. No customer response in the thread.
5 May 2026 Getting a demo on the calendarJordan Pike and DeShawn Mitchell agreed a Tuesday afternoon demo, pencilled for 14:00 on 5 May 2026. DeShawn asked to see one contractor account on his own data, not a dashboard tour. No commercial position is stated.
7 May 2026 Getting a check-in in the diaryAmara Obi introduced herself as Customer Success Manager and asked for a check-in. Gemma Thorne agreed, asked for a view of who is asking questions, and a Friday 10:00 slot was set with Kofi invited.
1 May 2026 Check-inMarcus Bell thanked Sanne de Wit for a chat, said usage is steady and dashboard work is progressing, and said he will write nearer the July renewal. There is no customer response in the thread.
1 May 2026 Invoice INV-029-0002Logistical billing thread: Rachel Dunmore sent Markus Krause invoice INV-029-0002 for the first year's subscription of £48k, due 31 May 2026, noting 40 licensed users on Growth. No customer response in the thread.
6 May 2026 Renewal order form for signatureTom Ashdown sent the Enterprise renewal order form at £114k against a contracted annual figure of £103k. CFO Mats Eklund will not sign until he sees a split and next year's cost.
1 May 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Bas Vermeulen, the admin on the Brakkevoort brain, to a Revenue leaders roundtable in London on 26 May 2026. Event invitation only; there is no customer response in the thread.
1 May 2026 BB-Demo webinar: finance and operationsAlice Brewer invited Ravi Atherton to a BB-Demo webinar for finance and operations leaders. This is a marketing invitation with no customer response in the thread.
30 Apr 2026 Implementation fee invoiceBilling thread: Rachel Dunmore sent Tanya Briggs invoice INV-101-0001 for £6,000, due 30 May 2026, on 30 Apr 2026. There is no customer response in the thread.
6 May 2026 Onboarding sessions: finding a timeHamza Akhtar asked Priscilla Bowen for onboarding session slots. She replied on 6 May 2026 with times, said she can sort the helpdesk and call recorder, but the CRM admin in IT is not yet pinned down.
30 Apr 2026 Invoice INV-079-0002 for your Growth subscriptionFinance sent invoice INV-079-0002 for £50k for the annual Growth subscription, due 30 May 2026, and asked Lorraine for a PO number. This is a billing thread with no customer reply.
1 May 2026 Kickoff scheduling for the Quarrington rolloutLogistical thread. Ollie Pearson proposed a kickoff for the Growth rollout. Danielle Okonkwo offered Tuesday or Wednesday at 10:00 Chicago time, asked for an agenda, and said nothing patient-related goes over email.
5 May 2026 Time for a check-inMarcus Bell asked Karin Sjöberg for a check-in before the term ends on 31 May 2026. Karin agreed, asked to bring an e-commerce colleague and offered Thursday or Friday afternoon. No slot is confirmed in the thread.
1 May 2026 Check-in catch-upMarcus Bell proposes a check-in with the renewal in mind. Liam Doherty accepts and says he doubts all 40 licensed users are active. He wants the depots on the brain properly and a view of which teams ask questions.
6 May 2026 Let's talk termsMostly logistical: Jordan Pike asked Wade Greer, President, for a negotiation call on terms. Wade said next week was hard and asked for the week after. No date is fixed in the thread.
1 May 2026 Proposal discussionMatteo Ricci offered Penwortham Mutual's COO, Head of Member Operations and Financial Controller a walk-through of the Enterprise proposal. Clare agreed a day and Bernard said technical and finance feedback would be ready. The proposal is still an open item.
29 Apr 2026 Invitation: BB-Demo webinar on Thursday 21 May 2026Alice Brewer invited Raymond Tsai, Pemaquid Analytics' CFO, to the BB-Demo webinar on Thursday 21 May 2026. It is a marketing invitation and there is no customer response in the thread.
5 May 2026 Scheduling the next check-inElena Novak and Katrin Vogelsang agreed a Wednesday 14:00 check-in. Katrin asked for the source of the claim that usage has grown and for the open ticket to be minuted with an owner. Elena replied after several days.
29 Apr 2026 Following up on our quarterly reviewAfter the 29 Apr 2026 call, Helen Marsden said fewer of her team are logging in, partly because they no longer trust the arrears figures. She said the board will ask what the licence delivers.
1 May 2026 Usage review before the summerMarcus Bell asked Jenna Price for a usage review because usage had dipped over the last quarter. Jenna agreed in principle on 1 May 2026 but parked it until later in May, with no date set.
6 May 2026 Proposal reviewSophie Ling sent the proposal and asked Fran Whiting for a walkthrough call. Fran agreed and suggested Thursday morning; Sophie said she would send an invite. No view on the proposal is given.
28 Apr 2026 Check-inMarcus Bell emailed Sanne de Wit offering a call to go through usage numbers he has pulled. There is no customer response in the thread.
28 Apr 2026 Onboarding: user invites and next sessionHamza Akhtar asked Priscilla Bowen for the first-wave user list across the 40 licensed users. She apologised for the late reply, has not finished the list with Caitlin, and offered Thursday for the session.
1 May 2026 Renewal conversation: finding a timeDaniel Okafor asked Rupert Lasker for a renewal conversation on the Growth subscription. Rupert would not commit to anything, asked for a usage note first, and questioned why the firm pays for 40 users.
28 Apr 2026 Holding your renewal price for another yearPriya Raman offered to hold the Growth renewal at £44k for one more year if agreed before 2 Jul 2026, with Owen Tallis's approval. Saskia Mendes said it is Rupert Lasker's decision and usage has dipped. No reply from Rupert.
1 May 2026 Onboarding: user setup and trainingHamza Akhtar asked Josh Fairburn on 28 Apr 2026 for names to onboard next, noting the licence covers 170 users with only a handful logging in. Josh agreed to start with commissioner-facing staff and wants to be the only admin.
1 May 2026 Check-in: finding a timeAmara Obi reported rising usage, two small how-to tickets and paid invoices. Gemma Holt agreed a Tuesday or Wednesday afternoon slot and said there is a case for more people using the brain.
30 Apr 2026 QBR follow-up and renewalAfter the QBR, Finance Director Ian Prendergast confirmed £42k as the annual subscription and asked for a renewal breakdown showing base, proposed figure and uplift in pounds. He agreed nothing and will decide at renewal.
5 May 2026 Order form ready for signatureLewis Kerr sent Coorabell's CFO Warren Petrie the finalised order form. Warren replied on 30 Apr 2026 that it was signed and asked to get moving. Lewis confirmed it on file on 5 May 2026 and promised implementation contact.
27 Apr 2026 Invoice INV-082-0005 for your recordsRachel Dunmore sent Carl Whittle invoice INV-082-0005 on 27 Apr 2026 for £48k net, £58k gross, due 27 May 2026. Purely logistical. There is no customer response in the thread.
28 Apr 2026 Scheduling a check-in callDaniel Okafor and Imogen Hartley fixed a Thursday 10:00 check-in. Imogen framed it as what the brain should do for Fenmoor a year from now, and Daniel will bring usage and options for the term after 30 Jun 2026.
27 Apr 2026 Onboarding, data platform setupLogistical thread. Hamza Akhtar asked Data Platform Lead Philipp Schulz for a data platform setup walkthrough. Philipp offered Tuesday or Wednesday, and Hamza fixed Tuesday at 10:00 UK time.
24 Apr 2026 Your Growth renewal on 24 Jul 2026Marcus Bell gave formal notice of the Growth renewal on 24 Jul 2026 at £48k. CFO Huw Bevan wants a usage summary, says Cerys has moved on, and asked what Penmaen would lose if it did not renew.
24 Apr 2026 Next steps on the implementationLogistical thread: Hamza Akhtar asks Javier Ortiz to schedule a planning session next week to map connectors and get first users live. Javier agrees and offers to send slots.
28 Apr 2026 DemoSales thread: Neil Ashby, Head of Revenue Operations, agreed to a demo on Tuesday and asked what time commitment it needs. Scheduling only, no commercial terms.
24 Apr 2026 Notes from our check-inAmara Obi sent check-in notes: usage is up, no open tickets, 40 licensed users, and the contract runs to 31 Oct 2026. She wants to start the renewal conversation early and build the value case for Brendan. No customer reply in the thread.
28 Apr 2026 Follow-up from the QBRAfter the QBR, Daniel Okafor reported good usage. Managing Director Stuart Kenyon asked what the brain saves on audit prep and wanted one line to quote. Daniel proposed working it out with Ruth Ackroyd from the last audit cycle.
24 Apr 2026 Following up from our callOn 23 Apr 2026 Jordan Pike suggested the Growth tier after a call. On 24 Apr 2026 CFO Glenn Ostrander asked for pricing details and an implementation timeline to budget properly, with Gabriela Montoya covering the technical side.
28 Apr 2026 Discovery callLogistical thread, 23 to 28 Apr 2026: Sophie Ling asks Annabel Rigby for a discovery call, Annabel agrees, and Sophie proposes next Tuesday at 14:00. No commercial content.
23 Apr 2026 Order form for signaturePriya Raman sent Stuart Haworth the Growth renewal order form, total value £48k, asking for signature by Monday 27 April 2026. Stuart said he would sign Monday if it all matches. The thread does not show it signed.
24 Apr 2026 Onboarding: next working sessionLogistical onboarding thread. Josh Fairburn picks Tuesday morning for the connector session. He expects incident system access but finance approval for the fee invoice connector is uncertain, so he asks to start with incidents.
23 Apr 2026 Getting the next QBR into the diaryDaniel Okafor asked Helen Marsden for a QBR slot. She chose Thursday, set the agenda as the arrears figures that still don't reconcile, and said her director of digital and data is reviewing suppliers.
23 Apr 2026 Your BB-Demo renewalMarcus Bell asked Maarten Bosman to book 30 minutes on the 21 Jul 2026 renewal. Maarten agreed, said the team is happy with the service so far, and will come back with dates after speaking to finance.
24 Apr 2026 Follow-up on the proposalMatteo Ricci sends the £2,115 expansion proposal. Ruud Verhoeven asks whether it is one-off and whether it sits in the contract. Matteo confirms a separate order form; Ruud will match it to the contract before signing.
23 Apr 2026 Next steps after the negotiation callJordan Pike recapped the £62k Growth proposal, copied Owen Tallis as senior signatory and asked for an invoicing contact. Lauren Pacheco replied positively and asked for a named rollout owner by shipper.
22 Apr 2026 Connector sync issueSupport thread: Olivia Grant diagnosed a Zendesk connector pulling the same field twice. Luke Oakes accepted and asked for a call, which Olivia booked for 17:00 the same day. Resolved quickly; no complaint raised.
23 Apr 2026 Arranging a check-in callElena Novak asked Dana Whitaker for a check-in call. Dana agreed to Tuesday or Thursday next week after 14:00 Central, wants to discuss who else should use the brain, and asked that PO questions reach the right person at BB-Demo.
23 Apr 2026 Discovery follow-upPadraic Shanahan confirmed Matteo Ricci's summary, asked for a proposal by mid-May for their legal team, and asked for a demo in early May. The customer is working to a summer decision.
22 Apr 2026 Kickoff conversationMarcus Bell introduced himself to Claire Ackroyd, Harcastle's new Integration Director. She agreed to a fact-finding kickoff, asked for a systems list and an explanation of adding sources, and said she has no budget to commit.
24 Apr 2026 DemoLogistical thread: Matteo Ricci proposed a demo on Moycullen's own data. On 24 Apr 2026 Orla Keane said Thursday morning was perfect and asked for a time. The thread does not show the time being fixed.
22 Apr 2026 Finding a time for our next check-inDeepa Chauhan agreed a half-hour check-in with Daniel Okafor and asked for branch use of the account view on the agenda. Customer tone is warm; a consistency concern is raised.
24 Apr 2026 Onboarding session for your admin accessHamza Akhtar asked Josh Fairburn on 21 Apr 2026 for an onboarding session on admin settings. Josh agreed on 24 Apr 2026 and will list the first people needing access, after checking with Natasha. A logistical thread.
21 Apr 2026 Demo schedulingLogistical sales thread: Jordan Pike asked Kayla Ramirez for a demo date, and she offered a Tuesday afternoon the following week when her team is together. No date is confirmed in the thread.
20 Apr 2026 Invoice INV-161-0001Rachel Dunmore sent invoice INV-161-0001 for £30k, issued 20 Apr 2026, due 20 May 2026, and asked Thomas Schumacher for the PO number. There is no customer response in the thread.
21 Apr 2026 Finding a time to talk about the renewalDaniel Okafor asked Philippa Gore for a renewal conversation ahead of the 9 Jul 2026 end of the Enterprise term. She agreed, wants thirty minutes, a headline on terms and cost in advance, and early warning of anything that could affect renewal.
20 Apr 2026 Invoice INV-029-0001Logistical billing thread: Rachel Dunmore sent Markus Krause invoice INV-029-0001 for the £12k implementation fee, due 20 May 2026, and asked for the PO number. There is no customer response in the thread.
23 Apr 2026 Finding a time for our check-inAmara Obi sought a check-in, citing usage up on last quarter. Siobhán Dunne agreed to Friday morning, credited broker support staff using chat daily, and asked what the source of truth is for the user list before anyone is added.
27 Apr 2026 Data sync issue: ZendeskSupport thread: Zendesk records stopped loading. After a manual sync Ed Duckworth confirmed on 27 Apr 2026 that records came through and everything works. Resolved, with slow customer replies.
20 Apr 2026 Third reminder: invoice INV-010-0002 outstandingThird reminder sent on 2026-04-20 for INV-010-0002, the £50k annual Growth subscription for 40 licensed users, issued 2 Feb 2026 and due 4 Mar 2026. It is unpaid and no PO number has been received. No customer response in the thread.
20 Apr 2026 Following up on today's demoAfter the demo Niamh Costello calls Matteo Ricci's summary fair and says the team could see themselves using it. She wants Declan comfortable, dated review steps, and notes she does not sign. Proposal: Enterprise, £155k.
20 Apr 2026 Monday's onboarding sessionJenna Price cancels the booked onboarding session after a client issue and asks to park it. Marcus Bell agrees, holds off rebooking and offers a shorter session or a recording.
22 Apr 2026 Check-in callElena Novak proposed a check-in citing steady usage growth and a quiet support queue. Joost Verbeek agreed to Thursday, said the team uses the brain more than expected and wants to discuss bringing in more people.
17 Apr 2026 Renewal invoiceLogistical thread: on 17 Apr 2026 Rachel Dunmore sent Tina Goddard invoice INV-170-0004 for £23k including VAT and asked for confirmation of receipt. There is no customer response in the thread.
24 Apr 2026 Setting up a discovery conversationDeShawn Mitchell agreed to a forty-five minute discovery call on Wednesday afternoon, asked to see the account not the dashboard, and ruled out pricing until Laura is involved. He is weighing Enterprise against an analytics suite he already owns.
17 Apr 2026 Check-in next week?Marcus Bell offered Nicola Brearley a usage check-in. She agreed, asked for the usage view first, and flagged new faces on the integration side who should see what the brain does.
21 Apr 2026 Scheduling the QBRAmara Obi proposed a one-hour QBR agenda and invited Ian for the commercial part given the renewal date. Gemma Thorne accepted Thursday at 14:00 and asked that the commercial section come last.
17 Apr 2026 Onboarding session: connecting the first sourcesLogistical onboarding thread: Hamza Akhtar proposed connecting the CRM, helpdesk and call recorder. Priscilla Bowen holds admin on the CRM and helpdesk, and will bring an IT colleague for the call recorder.
17 Apr 2026 Invoice INV-079-0001Billing thread: Rachel Dunmore sent Lorraine Kowalczyk the first invoice under the Growth order form, £12k gross with no VAT, issued 17 Apr 2026 and due 17 May 2026. No customer response in the thread.
17 Apr 2026 Invoice INV-016-0005Rachel Dunmore sent Paula Rennie invoice INV-016-0005 for the Growth renewal, net £48k, gross £58k, due 17 May 2026. She asked for a PO number and addressee. No customer reply in the thread.
16 Apr 2026 Finding a time for a check-inMarcus Bell asked Helen Varley for a check-in before the renewal. Helen accepted Tuesday at 10:00 and set an agenda: renewals view by trust, delivery queries, and extra logins. Largely logistical, with a hint of seat growth.
20 Apr 2026 Setting up your demo on Ardcarne's own dataNiamh Costello wants one larger broker firm shown plainly as one view, before the security conversation with Declan, and a forwardable readout. She offered 16:00 that afternoon. Scheduling and expectations for the demo.
22 Apr 2026 Collections connector sync issueEoin Hegarty reported about two hundred records missing after a collections connector refresh. A service role change on the customer side was the cause. He restored the permissions and the full dataset returned.
16 Apr 2026 Call to discuss termsJordan asked Gary Pellegrin for a call on terms and payback. Gary agreed to Friday morning and asked for the order form beforehand, with the number and payback in front of him.
20 Apr 2026 Order form for signatureMatteo Ricci sent the Enterprise order form at £155k including implementation. Thomas Schumacher would not sign before procurement confirms and asked for a split. The 17 Apr 2026 target date passed unsigned.
15 Apr 2026 Overdue invoice INV-155-0008, second reminderRachel Dunmore sent a second reminder for INV-155-0008, the annual Growth subscription. Debbie Rowntree replied the same day: the invoice is waiting on sign-off at the customer and she will give a firm date by the end of the week.
17 Apr 2026 Quennell Harte, next steps after discovery callAfter the 15 Apr 2026 discovery call, Simon Harte, Managing Director, said Quennell Harte is interested in moving ahead and asked for the next step. Sophie Ling promised a draft proposal with commercial terms. No price or tier is discussed.
16 Apr 2026 Finding a time to walk through the proposalMatteo Ricci arranges a walkthrough of the proposal for extra account managers. Femke van Gestel says usage is going up and wants it moving, and asks for the proposal first. Ruud is travelling.
20 Apr 2026 Scheduling the negotiation callLogistical thread: Jordan Pike asked Mike Delaney for a thirty-minute call on commercial terms. Mike apologised for the slow reply, accepted a Wednesday slot at 10:00 Central and asked for the ROI to be brought.
16 Apr 2026 Order form for signatureLewis Kerr sent Jonas Lehmann the Growth tier order form at £60k for the first year. Jonas replied on 16 Apr 2026 that it looks good and he would sign that day. The thread does not show the signed copy.
17 Apr 2026 Onboarding session: connector accessLogistical onboarding thread. Hamza Akhtar asks Josh Fairburn for a connector access session. Josh picks Tuesday after 10:00 and says CRM admin access looks likely but helpdesk access is still unconfirmed.
20 Apr 2026 Snowflake account and reference architectureStruan Mackay asked for the reference architecture to take to the data governance group. Hannah Lowe supplied it, and Struan accepted her offer to join a governance session, naming CRM and mailbox data as first sources.
16 Apr 2026 Order form for signature: GrowthJordan Pike sent the Growth order form (total £62k) with the business associate agreement. COO Gregory Hasselbeck will sign only once privacy and security leads are comfortable. The thread ends with no customer reply and no signature.
14 Apr 2026 Renewal call and recent ticketsMarcus Bell discloses four tickets in a month, two high priority. CFO Mats Eklund thanks him, asks what they were, how long each took and whether they recur, and will not discuss renewal terms until he has that.
17 Apr 2026 Brannock renewal: order form for signaturePriya Raman sent the Growth renewal order form at £48k for 40 users. Andrew Pickering found it consistent with what was agreed and asked for written confirmation of the figure, users and contact. Priya confirmed on 17 Apr 2026.
15 Apr 2026 Getting more of the team startedMarcus Bell saw usage dip and a few how-to tickets, and offered a short onboarding session for consultants who had not started. Jenna Price agreed it sounds sensible but asked to park it until a busy patch passes.
16 Apr 2026 Implementation kickoffLogistical kickoff thread. Hamza Akhtar confirmed the implementation schedule and asked if Wattlebrook was ready; Brodie Kennedy replied on 16 Apr 2026 that accounts were set up and the team was standing by.
11 Apr 2026 BB-Demo webinar, AprilLogistical event invite: Alice Brewer invited Luis Herrera, Controller, to the BB-Demo webinar on Thursday 16 April 2026. There is no customer response in the thread.
11 Apr 2026 BB-Demo webinar invitationLogistical marketing invitation from Alice Brewer to Elise Lambert for a 16 Apr 2026 customer webinar on simplifying data queries. There is no customer response in the thread.
10 Apr 2026 BB-Demo webinar on 16 Apr 2026Alice Brewer invited Grant Mattner to a BB-Demo webinar on 16 Apr 2026. Logistical marketing invitation; there is no customer response in the thread.
10 Apr 2026 Invoice INV-158-0002 for Hartside Student LivingFinance sent Russell Bland invoice INV-158-0002 on 10 Apr 2026 for the annual Growth subscription, £54k gross, due 10 May 2026. Logistical billing thread; no customer response in the thread.
10 Apr 2026 Kickoff scheduling for Hartside Student LivingHamza Akhtar proposes a kickoff for the live Growth contract. Bethany Cole replies within minutes, keen to start, asks for Tuesday or Wednesday morning, and wants nomination agreements and tickets connected first.
10 Apr 2026 Invoice INV-154-0007Rachel Dunmore sent Mandy Gasson invoice INV-154-0007 on 10 Apr 2026: £30k net, £36k gross, due 10 May 2026, and asked for a PO number. Billing only; there is no customer response in the thread.
13 Apr 2026 Scheduling callLogistical thread: Lewis Kerr asked Warren Petrie for a call to run through final terms, and Warren offered Monday or Tuesday. Lewis proposed Tuesday 15:00 UK time. No confirmation from Warren in the thread.
10 Apr 2026 Invoice INV-084-0006On 10 Apr 2026 Rachel Dunmore sent Gavin Rudd invoice INV-084-0006: net £25k, VAT £4,950, gross £30k, due 10 May 2026. It is a billing notice with no customer response in the thread.
10 Apr 2026 Your renewal and next stepsOn 10 Apr 2026 Daniel Okafor gave Philippa Gore early notice that the Enterprise term ends on 9 Jul 2026 and quoted £129k as a working figure for the new term. There is no customer response in the thread.
15 Apr 2026 Your Growth renewal: finding a time to talkDaniel Okafor invited Rupert Lasker to a renewal conversation. Rupert asked what they actually use and the annual cost before giving up time. Daniel admitted use is light and a small group asks most questions.
16 Apr 2026 Support follow-upSupport thread on 10 to 16 Apr 2026: one sales-engineer call did not appear in search. Bethan Lister found it stuck in the queue after the nightly refresh and re-ran it. Jas Dhillon confirmed the fix and asked to close.
10 Apr 2026 A catch-up on how the brain is landing at FenmoorImogen Hartley, Chief Data Officer, replied warmly to Daniel Okafor's catch-up request. She wants to know how the brain performs across the whole business and asked for a usage picture across the 40 licensed users before discussing anything bigger.
9 Apr 2026 Invoice INV-095-0003Logistical thread: Rachel Dunmore sent Andy Buckley the subscription renewal invoice INV-095-0003: £44k net, £8,800 VAT, £53k total, due 9 May 2026. No customer response.
14 Apr 2026 Executive sponsor catch-up for Delancey HaigSofia Marchetti offered herself as senior contact after a call in which the directors were not getting the value expected. Saskia Mendes accepted and said adoption is below what she promised, with some directors using spreadsheets.
14 Apr 2026 Let's schedule the proposal callLogistical thread: Jordan Pike asked Brandon Russell for 30 minutes to confirm user numbers and first systems to connect. Brandon agreed to a Thursday afternoon call. Dates run 9 Apr 2026 to 14 Apr 2026.
8 Apr 2026 Finding a time for a check-inCraig Ashwell agreed a Thursday morning check-in with Marcus Bell and asked for usage by team, especially credit control. He will bring Sunil Kapoor and told Marcus to leave Valerie Okon off.
9 Apr 2026 Finding a time for the next check-inDaniel Okafor asked Siân Pritchard for a 45-minute check-in slot. Siân agreed, asked for Nikhil to join, and wanted to measure who asks the most questions before claiming anything to Graham. Largely logistical.
13 Apr 2026 Planning the proposal: when can we talk?Matteo Ricci asked Mette Kjærgaard for a 30-minute call on priorities, timeline and budget before writing the proposal. Mette agreed and offered 16:00 CET the next day, bringing IT and operations colleagues.
16 Apr 2026 Demo follow-upAfter the demo, Fran Whiting said the team found it interesting and asked for pricing and implementation details. Sophie Ling promised a Starter tier proposal that week.
9 Apr 2026 Kickoff call: finding a timeCaitlin Mercer, VP Customer Success, replied keen to start, agreed a Wednesday afternoon kickoff, named Priscilla as admin and asked what signal to watch first and whether it can be on an early dashboard.
8 Apr 2026 Invoice INV-025-0003 for Clonvara Insurance ServicesRachel Dunmore sent Gráinne Lynch invoice INV-025-0003 for £2,836 with no VAT, due 8 May 2026, and asked for a PO number. This is a billing thread and there is no customer response in it.
7 Apr 2026 Invoice INV-177-0002, subscriptionRachel Dunmore sent Martina Engel invoice INV-177-0002 for the first year's subscription, £12k, due 7 May 2026, and asked for the PO number. There is no customer response in the thread.
9 Apr 2026 Your support request: follow-upA billing data source stopped loading after rejected credentials. Alan Rennie traced it to a changed service account password, updated it, and confirmed records loading again by 9 Apr 2026.
7 Apr 2026 Follow-up from our QBRMarcus Bell summarised the QBR in writing: few regular users against 40 licensed, questions concentrated in a handful of people, connectors to check, and the term ending 22 Aug 2026. There is no customer response in the thread.
16 Apr 2026 Demo follow-up: next stepsAfter the demo, Matteo Ricci set up a technical call between Theo Gallagher and Mette Kjærgaard's IT lead. Mette said the call was helpful and asked if the proposal is still on track. No reply from BB-Demo in the thread.
8 Apr 2026 Kickoff session schedulingHamza Akhtar asked Natasha Pryor for kickoff slots now the contract is live from 1 Apr 2026. She proposed Tuesday at 10:00, wants the session on family and commissioner contact per home, and will bring the main admin and possibly finance.
7 Apr 2026 Third reminder: invoice INV-010-0001 outstandingThird reminder sent on 2026-04-07 for INV-010-0001, the £12k Growth implementation fee, issued 19 Jan 2026 and due 18 Feb 2026. BB-Demo's ledger shows it unpaid. There is no customer response in the thread.
8 Apr 2026 Subscription invoice not found in payables: second reminderRachel Dunmore sent a second reminder on 7 Apr 2026 for the annual subscription invoice issued 2 Feb 2026. Lorena Diaz replied on 8 Apr 2026 that she cannot find it in payables and asked for the PO number and a reissue in the paying entity's name.
7 Apr 2026 Invoice INV-003-0003Logistical billing thread: Rachel Dunmore sent Ruben Smit invoice INV-003-0003 for £12k, issued 7 Apr 2026 and due 7 May 2026, and asked for a PO number. There is no customer response in the thread.
4 Apr 2026 Invitation: BB-Demo webinar on Thursday 16 Apr 2026Alice Brewer invited Douglas Forsyth to a BB-Demo webinar on Thursday 16 Apr 2026 and offered a recording instead. This is a marketing invitation, and there is no customer response in the thread.
3 Apr 2026 Invitation to our online webinar on Thursday 16 Apr 2026Alice Brewer invited Elspeth Haldane to the BB-Demo webinar on 16 Apr 2026. This is a marketing invitation with no customer response in the thread.
2 Apr 2026 BB-Demo webinarLogistical invitation: Alice Brewer invited Timo Brand of Eichsfeld Spedition to a webinar on Thursday 16 Apr 2026 about connecting data across systems in logistics. There is no customer response in the thread.
2 Apr 2026 Renewal order formOn 2 Apr 2026 Priya Raman sent Clive Wardle the renewal order form for Starter at £20k. Clive asked whether the price matched the current contract and Priya said it was exactly the same. No signature appears in the thread.
13 Apr 2026 Proposal follow-up for Pellegrin HartJordan stated the Growth proposal at £62k including implementation, with signing targeted for 12 May 2026. Allison said the team likes it and passed a one-page summary to Gary, who may ask about payback.
8 Apr 2026 Renewal and what it means for the directorsSaskia Mendes copied the CFO and asked what changes in the price from July and why, and for a simpler offer. She wants facts for Rupert Lasker's usage and in-house questions. Daniel Okafor promised a one-page summary.
13 Apr 2026 Your Growth renewalDaniel Okafor's three-month renewal notice for the Growth subscription drew a sceptical reply from CFO Rupert Lasker. He asked how many of the forty users are real, whether the team could do it in-house, and what it costs.
7 Apr 2026 Follow-up from our callAfter a call on 2 Apr 2026, Jordan Pike promised a Growth quote. Alexa Fraser, the COO, said the finance director must be involved before Muskwa moves forward. Jordan agreed and said he would send the quote.
2 Apr 2026 Growth proposal discussionLogistical single message: Jordan Pike asked Danielle Butler of Brannigan Wolfe for a proposal call to walk through a Growth-tier implementation. No customer response in the thread.
10 Apr 2026 QBR follow-up and next stepsAfter the QBR, Marcus Bell recaps wider usage and asks for a list of depot managers to add. Aisha Rahman sends it with some names unconfirmed and asks for an admin session. The contract end date of 30 Nov 2026 is flagged.
2 Apr 2026 Quick check-in callMarcus Bell proposed a 30 minute check-in. Shona Baird agreed, said the service desk has taken to the brain, and wants account managers using it more before the fault queue gets busy. Mostly logistical.
1 Apr 2026 Invoice INV-155-0008: payment reminderRachel Dunmore sent Debbie Rowntree a first payment reminder for INV-155-0008, gross £13k, due 25 Mar 2026. It is a routine billing chase and there is no customer response in the thread.
1 Apr 2026 Invoice INV-087-0002 for the Growth subscriptionBilling thread: Rachel Dunmore sent Kevin Dussault invoice INV-087-0002 for the annual Growth subscription, £50k net, and asked for a PO number. There is no customer response in the thread.
1 Apr 2026 First subscription invoiceRachel Dunmore sent Lachlan Hutchinson invoice INV-032-0002 for the first year's subscription, £22k, due 1 May 2026. Logistical billing email with no customer response in the thread.
7 Apr 2026 Order form for signature: additional usersLewis Kerr sent the 1 Apr 2026 order form for additional Growth users at £2,836 excluding VAT, co-termed to the 31 Oct 2026 renewal. Brendan Moran confirmed the terms match and said he would sign the next day.
1 Apr 2026 Invoice INV-023-0002 for Hollowmere Care GroupLogistical billing email: Rachel Dunmore sent invoice INV-023-0002 on 1 Apr 2026 for the quarterly subscription charge, £30k net, £36k gross, due 1 May 2026. She asked for a PO number. No customer reply in the thread.
1 Apr 2026 Your renewal is coming upDaniel Okafor sent Asif Jagger, the Chief Financial Officer, a 90-day renewal notice on 1 Apr 2026, with a positive note on adoption. There is no customer response in the thread.
1 Apr 2026 Setting up our next check-inDaniel Okafor asked Helen Marsden for another check-in, to show where the arrears and ticket actions landed and to discuss the contract running to 1 Sep 2026. No customer response in the thread.
1 Apr 2026 Follow-up training: merchant risk questionsLogistical thread: a second, shorter session is booked for Thursday at 10:00 on building pages and saved questions. Daan Visser agreed and will bring two risk team members.
31 Mar 2026 Invoice INV-157-0003 for your recordsRachel Dunmore sent Lindsey Ward invoice INV-157-0003 dated 31 Mar 2026: £110k net, £132k gross, due 30 Apr 2026. Billing thread; no customer response in the thread.
8 Apr 2026 Invoice past its due dateBridget Kearsley chased Craig Ashwell about one past-due invoice. Craig deferred to his finance lead and gave no date. By 8 Apr 2026 BB-Demo still had no payment date or finance contact.
2 Apr 2026 Proposal discussionJordan Pike asked Brianna Ocampo for a proposal call. She replied two days later that Wednesday next week works and asked for a time. Scheduling only; no commercial terms discussed.
1 Apr 2026 Check-in notesMarcus Bell's 31 Mar 2026 notes show usage up, one open how-to ticket and 150 licensed users with headroom. Graeme Charlton agreed Marcus should speak to Leanne's team and will look again nearer the renewal.
1 Apr 2026 Training session for the merchant risk teamHamza Akhtar proposed a practical training session on Brenneck Pay's own merchant data. Aylin Kaya replied with her team's recurring questions, three attendees plus an account manager, and a preference for an afternoon slot. Logistical, with a clear customer response.
31 Mar 2026 Notes from our check-inDaniel Okafor sent notes of a check-in: a little over a dozen of 40 licensed users, five high priority tickets, nothing outstanding on invoices, and a plan for a director session. There is no customer response in the thread.
31 Mar 2026 Invitation to our online webinar on 16 Apr 2026Marketing invitation to Fiona Marsden, Procurement Manager, for the 16 Apr 2026 webinar. Logistical and promotional only. There is no customer response in the thread.
9 Apr 2026 Order form and final termsLewis Kerr brought in Owen Tallis on final commercial terms. Lena Becker said IT is satisfied with the security feedback and asked when implementation can start. Lewis promised the order form by end of the following week.
30 Mar 2026 Invoice INV-176-0003Billing email from Rachel Dunmore to Karin Vossen sending invoice INV-176-0003 for £12k ex VAT, due 29 April 2026, and asking for the PO number. No customer response in the thread.
30 Mar 2026 Invoice INV-158-0001 from BB-DemoRachel Dunmore sends Russell Bland invoice INV-158-0001 for £12k net, £14k gross, due 29 Apr 2026. Billing thread only: there is no customer response in the thread.
30 Mar 2026 Invoice INV-152-0003 for Harcastle EnvironmentalFinance sent Harcastle Environmental invoice INV-152-0003 for the Growth subscription renewal, issued 30 Mar 2026, due 29 Apr 2026. Purely billing logistics. No customer response in the thread.
31 Mar 2026 Growth renewal, order form readyPriya Raman sent the Growth renewal order form at £44k per year from 1 Apr 2026. CFO Vikram Sethi replied that it looked good and he would sign by end of day. Signature is not shown in the thread.
30 Mar 2026 Invitation to our April webinarAlice Brewer invites Trevor Mayhew, Finance Manager, to a webinar on Thursday 16 Apr 2026. It is a marketing invitation with no customer response in the thread.
30 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 April 2026Marketing invitation to Tariq Saleem for the 16 Apr 2026 webinar. Logistical and promotional only. There is no customer response in the thread.
31 Mar 2026 Follow-up on the Growth proposalJordan Pike followed up the £62k Growth proposal. Mike Delaney, the CFO, replied that he needs the all-in cost in USD and an ROI case, and will not take a savings number on trust. No commitment yet.
30 Mar 2026 Invoice INV-023-0001Logistical billing email: Rachel Dunmore sent invoice INV-023-0001 on 30 Mar 2026, £30k net, £36k gross, due 29 Apr 2026, and asked for a PO number. There is no customer reply in the thread.
31 Mar 2026 Quick check-in catch-up?Gemma Holt welcomed the usage trend and said her goal is to bring customer service onto the brain. She asked what extra users would cost past 40, and needs wider team approval first.
28 Mar 2026 BB-Demo webinar on 16 Apr 2026Alice Brewer invited Clodagh Fitzgerald to a BB-Demo webinar on 16 Apr 2026. Logistical marketing invitation; there is no customer response in the thread.
28 Mar 2026 Invitation to our April webinarAlice Brewer invited Jennifer Moua, Privacy and Security Officer, to the 16 Apr 2026 webinar, which covers running the brain inside the customer's own Snowflake account. No customer response in the thread.
30 Mar 2026 Order form for signatureSophie Ling sent an Enterprise order form worth £110k. Steven Holroyd called it a long way up from the £44k paid now and asked for ten minutes on savings so he can explain it to the board.
27 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 April 2026Alice Brewer invited Ronan Healy to a BB-Demo webinar on 16 Apr 2026 about running the brain inside Snowflake. This is a marketing invitation; there is no customer response in the thread.
30 Mar 2026 Time for our next check-inDeepa Chauhan accepted a Wednesday morning check-in but wants it soon because the regional directors are asking what the brain gives them. She asked for usage sources, Tariq and credit control in the room.
27 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 Apr 2026Alice Brewer invited Dev Malhotra, Director of IT Security, to a webinar on 16 Apr 2026 about how the brain runs in the customer's own Snowflake account. There is no customer response in the thread.
31 Mar 2026 Check-in call next weekElena offers check-in slots. Joost picks Thursday morning and insists on starting with the status of the actions from the last call. Elena sends an agenda covering actions, two open tickets and usage.
27 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 April 2026Alice Brewer invites Joost to a BB-Demo webinar on Thursday 16 April 2026. This is a marketing invitation with no customer response in the thread.
26 Mar 2026 Time for the proposal walkthroughJordan Pike asked Allison Pereira for thirty minutes to walk through the proposal. She agreed to Tuesday or Wednesday morning and asked for a client view by employer, with numbers for Gary.
1 Apr 2026 Follow-up from the QBRAfter the QBR, Graham Tovey agrees to start renewal talks early. He wants a plain value view led by Siân Pritchard and advance notice of any change to terms or price. The contract runs to 9 Jan 2027.
1 Apr 2026 Discovery callLogistical thread: Matteo Ricci asked Orla Keane for a discovery call on 26 Mar 2026. Orla replied on 31 Mar 2026 that the following week suited her, and Matteo said he would send an invite.
1 Apr 2026 Proposal attachedLewis Kerr sent a Starter tier implementation proposal at £28k all-in on 26 Mar 2026. CFO Warren Petrie replied that it looks good and asked for a call on contract term length and payment schedule.
30 Mar 2026 Proposal walkthroughLogistical thread: Matteo Ricci asked Clare Huddleston for a time to walk through the proposal, and Clare agreed to 30 Mar 2026 at 10:00. It records no view on the proposal itself.
30 Mar 2026 Follow-up on terms and next stepsShauna Pettibone, for sourcing, will send one consolidated markup of the master agreement, wants the fee and subscription split in the order form, and cannot yet confirm 16 Apr 2026 pending legal review.
30 Mar 2026 Setting up a check-in ahead of the summerSaskia Mendes said usage is up but driven by a handful of people, directors are returning to her team for facts, and part of the data is moving in-house. She asked whether 40 licensed users is still the right shape.
27 Mar 2026 Booking the QBROn 26 and 27 Mar 2026 Marcus Bell reported usage up on last quarter with more people asking questions. Liam Doherty chose Thursday at 14:30, will bring Aisha Rahman and wants more depot managers and exceptions beside call notes.
26 Mar 2026 Order form for signature: Hartside Student LivingLewis sends the Growth order form at £57k plus VAT. James Whitworth confirms the figures and terms match the proposal, asks for invoices to go to the finance team, and expects to sign the next day.
1 Apr 2026 Scheduling your quarterly reviewScheduling thread for the Growth quarterly review: Craig Ashwell agreed a Thursday morning slot, Marcus Bell confirmed 10:00. Craig wants to see who asks the most questions, whether the credit team are in, and variations showing per project.
30 Mar 2026 Check-in notes and next stepsAfter the check-in, Gemma Thorne agreed to bring service desk team leaders in and add remarketing users selectively. She asked for a usage summary by team to show Ian before the renewal conversation.
25 Mar 2026 BB-Demo webinar, Data in customer operationsMarketing invited Finance Director Pauline Metcalfe to a 16 Apr 2026 webinar on customer data in operations and asked about quoting her in a customer story. No customer response in the thread.
25 Mar 2026 Invitation: BB-Demo webinar on Thursday 16 April 2026Marketing invitation: Alice Brewer invited Joe Mallinson to the BB-Demo customer webinar on Thursday 16 April 2026. The thread has no customer response and is not an account-team discussion.
25 Mar 2026 Demo on your own data: finding a timeOn 25 Mar 2026 Morag Cowie said Thursday afternoon suits for the demo but she cannot promise it until supplier risk reviews the data question. She asked Tom Ashdown for a short plain note on data use.
27 Mar 2026 Growth, demo follow-upOn 25 Mar 2026 Jordan Pike followed up a call with Brannigan Wolfe's Danielle Butler, who agreed a Friday 14:00 walkthrough. Jordan sent the Growth proposal on 27 Mar 2026. The thread does not show the outcome.
1 Apr 2026 Order form for signatureGraham Rowntree could not sign the £150k Enterprise order form on 27 Mar 2026. He asked for a plain break clause, quarterly invoices in arrears of milestones, and a split of the total. Matteo Ricci promised a revised copy on 1 Apr 2026.
25 Mar 2026 Reminder: outstanding subscription invoice INV-010-0002Lorena Diaz replied to Rachel Dunmore's second reminder for the £50k Growth invoice: she cannot find it, needs a PO number, and says it is not addressed to the paying entity. She cannot release payment until resolved.
30 Mar 2026 Getting training dates booked for the Wexmoor teamHamza Akhtar again asked Dana Whitaker to book training, citing few logins against 40 licensed users. Dana replied five days later, shared the worry, and asked for an outline and a short Wednesday morning session.
25 Mar 2026 Time for the proposal walkthroughJordan Pike proposed a 30-minute proposal walkthrough and Ben Kowalski accepted Thursday at 15:00. Ben asked for the proposal in advance and would not give a decision timeline, as security and procurement both must sign off.
25 Mar 2026 Today's sessionJenna Price cancels the pencilled session because two consultants are out and she is covering phones. She acknowledges it is the second time things have moved and says she will come back when the team is less stretched.
24 Mar 2026 Invoice INV-177-0001, implementationRachel Dunmore sent Head of Finance Martina Engel invoice INV-177-0001 for the £12k implementation fee, due 23 Apr 2026, and asked for the PO number. There is no customer response in the thread.
26 Mar 2026 Customer Day London: speaking slotSiân Pritchard accepts a speaking slot at BB-Demo Customer Day London, approved by her line manager. She asks for the date and slot in writing and will only talk about what can be measured.
24 Mar 2026 Notes from our check-inDaniel Okafor's 24 Mar 2026 notes to Ruth Ackroyd after a check-in: no open tickets, slightly rising use, and spare Growth capacity. There is no customer response in the thread.
25 Mar 2026 Your renewalAnthony Garrow says Garrow Lusk is keen to continue after Daniel Okafor reminds him the contract ends on 21 Jun 2026. Daniel promises the order form; the thread does not show it signed.
26 Mar 2026 Call to go through the expansion termsLewis Kerr proposed a call to go through additional users on the Growth subscription. Brendan Moran, the Chief Operating Officer, is happy to proceed in principle and wants the quote in writing for compliance review first.
25 Mar 2026 Master agreement and the next stageLouise Carver, Procurement Manager at Fenmoor, will not look at any order form or change of scope or tier until the master agreement is re-papered on Fenmoor's paper. She will send a redline and needs BB-Demo's signatory confirmed.
22 Mar 2026 Invitation to our April webinarOn 22 Mar 2026 Alice Brewer invited Lars Wübbena, Works Council Chair, to a webinar on 16 Apr 2026 covering access, permissions and the brain sitting inside the customer's Snowflake account. No customer response.
22 Mar 2026 BB-Demo webinarLogistical event invitation from BB-Demo marketing to Gemma Varley at Wrenfield Property Management for a webinar on 16 Apr 2026. There is no customer response in the thread.
25 Mar 2026 Quick discovery callJordan Pike offered Mackenzie Pruett a 30-minute discovery call. On 25 Mar 2026 she replied she is open to a conversation and proposed Wednesday afternoon. Logistical, early stage.
20 Mar 2026 Your implementation has startedHamza Akhtar told Monique Fairley on 20 Mar 2026 that implementation had started and introduced Amara Obi as day-to-day CSM. Introductory thread with no customer response.
23 Mar 2026 Scheduling the commercial terms discussionScheduling thread: Gregory Hasselbeck confirmed Thursday 10:00 for a thirty-minute terms call. He wants answers on rollout risk to branch teams and privacy sign-off, and a clear scope with a fixed fee.
26 Mar 2026 Follow-up from our QBRAfter the QBR, Helen Varley asked for a renewals-by-trust view with renewal dates and a delivery-query breakdown. She wants the contract paperwork tidied early and asked who to speak to.
23 Mar 2026 Growth, order form for signatureTom Ashdown sent the Growth order form at £60k on 19 Mar 2026. COO Andreas Krämer replied on 23 Mar 2026 that Kronfeld Assekuranz is happy to proceed and would return it signed that day.
23 Mar 2026 Training session for the merchant risk teamLogistical thread: Laura Penhaligon and Daan Visser provisionally hold a Thursday 14:00 training session for the merchant risk team, with Ruben joining. Daan will confirm attendance.
24 Mar 2026 Quarterly business review: finding a dateSiân Pritchard agrees to the quarterly review and says the teams are in a good place. She will bring the head of key accounts and a collections colleague, and wants the pack a couple of days ahead.
19 Mar 2026 Invoice INV-087-0001Billing thread: Rachel Dunmore sent Kevin Dussault invoice INV-087-0001 for £12k and asked for a PO number and whether to use a shared accounts payable address. There is no customer response in the thread.
19 Mar 2026 Booking a check-inMarcus Bell asked Lauren Pilkington to book a check-in before the contract end on 30 Apr 2026. Lauren agreed to Thursday afternoon and raised a request to see complaints next to open roles on one page.
25 Mar 2026 Connector setup, next stepsLogistical thread: Laura Penhaligon checks Toby Cowell is ready for the setup call. Toby asks which systems to connect first. Laura's reply on 25 Mar 2026 asks to reschedule to early next week.
18 Mar 2026 Quick check-in before the quarter endsAmara Obi told Steven Holroyd that use picked up this quarter and asked for a check-in. Steven agreed to Tuesday next week and will bring a client manager next time if the numbers hold up.
18 Mar 2026 Invoice INV-024-0006Rachel Dunmore sent Wouter Kok invoice INV-024-0006 for £11k on 18 Mar 2026, due 17 Apr 2026. Purely logistical billing thread; there is no customer response in the thread.
18 Mar 2026 Invoice for renewalBilling thread: Rachel Dunmore sent Toby Mellor invoice INV-014-0003 for £44k net, £53k with VAT, due 17 Apr 2026. No customer response in the thread.
20 Mar 2026 Check-in: finding a slotAmara Obi sought a check-in to review recent tickets, a couple marked high priority, as usage kept climbing. Gemma Thorne said she was happy to discuss them and moved the call to a Tuesday at 10:00.
24 Mar 2026 Onboarding scheduleHamza Akhtar and Javier Ortiz agreed to start the Salesforce connector setup on a Tuesday after the kickoff call. Javier said the timing was tight but workable. Logistical thread.
23 Mar 2026 Demo follow-upAfter the demo, Phil Catterall asked whether the brain can ingest Salesforce and the support system together, and what the SLA is if the partner data connector fails. Matteo Ricci answered and pushed for the proposal stage. No customer reply follows.
20 Mar 2026 Connector authentication failuresSeveral connectors failed authentication after Delancey Haig withdrew credentials deliberately on the CTO's instruction, as systems move to an in-house warehouse. BB-Demo will not reissue them; indexed data stays but will no longer refresh.
17 Mar 2026 Finding a time to talk through the recent ticketsDaniel Okafor raised four high priority tickets in a month. Saskia Mendes said it was not a happy month, that directors question relying on the brain in client reviews, and that changes to their systems need discussing before the summer.
16 Mar 2026 Invoice payment reminderRachel Dunmore sent a payment reminder for invoice INV-179-0002, £22k, now overdue, and asked for payment timing and the PO number. There is no customer response in the thread.
16 Mar 2026 Finding a time for a check-inMarcus Bell and Nicola Brearley booked a Thursday 09:30 check-in before renewal paperwork finishes. Nicola asked for complaint history beside the collections view and a search walkthrough for newer starters.
17 Mar 2026 Growth order form for signatureSophie Ling sent the Growth order form at a £62k total deal value, aiming for signature by 18 Mar 2026. Raymond Tsai asked how it splits between implementation and subscription, and what payback to plan against.
16 Mar 2026 Your support requestSupport thread: Lauren Pilkington reported the client accounts page fine again after Bethan Lister picked it up. Consultants confirmed no trouble and Lauren asked for the ticket to be closed, thanking BB-Demo for the quick turnaround.
19 Mar 2026 Connector set-up session and the role questionHamza Akhtar recaps the connector order: CRM and helpdesk, then payments data. Jonas Albrecht agrees 09:30 Thursday, flags a CRM schema change on his side and will set up the access role himself.
20 Mar 2026 BB-Demo for Qasr DaleelQasr Daleel's Chief Operating Officer has the Enterprise proposal and wants to take it to the board. He asked for the key Enterprise terms, which Lewis Kerr answered on 20 Mar 2026. No later customer reply is shown.
16 Mar 2026 Implementation invoiceRachel Dunmore sent implementation invoice INV-032-0001 for £6,000 to Lachlan Hutchinson on 16 Mar 2026, due 15 Apr 2026. This is a billing notice, and the thread holds no customer reply.
19 Mar 2026 Scheduling the renewal conversationLogistical thread: Marcus Bell offers 30 minutes to go through the usage summary and cost breakdown. Mats Eklund picks Thursday morning and asks for the agenda and numbers in advance. Booked, no outcome in the thread.
20 Mar 2026 Overdue finance connectorJoost says the accounting connector is overdue against the order form signed on 5 Jan 2026 and wants a date and a name. Elena confirms the commitment is unmet. Joost will log it as overdue and wants the blocker and date by Monday.
17 Mar 2026 Executive sponsor for the brain: finding a timePriya Raman asked for a session to agree an executive sponsor. Imogen Hartley replied that she wants to bring in the chief operating officer first, asked Priya to hold off inviting anyone else, and proposed a Friday 10:00 call between the two of them.
18 Mar 2026 Team training sessionLaura Penhaligon proposed a training session because usage had been minimal. Jacinta Hoad agreed to the following week and suggested Tuesday afternoon, noting some of the team had been out.
16 Mar 2026 Scheduling a renewal callLogistical thread: on 13 Mar 2026 Marcus Bell asked Clive Wardle for a renewal call with Priya. Clive suggested Monday at 14:00 and Marcus confirmed. Nothing about price or terms is discussed.
18 Mar 2026 Follow-up after the demoAfter the demo the team liked the client view, but Monica Starling wants written answers on where it runs, access control and exit before going further. Ethan Brody will review. Close still expected 12 May 2026 at £62k.
13 Mar 2026 Check-in notes from our callMarcus Bell sent notes from a check-in: more people in the brain, nothing open in support, nothing outstanding on invoices, and renewal in August. He proposed 30 minutes with the credit-control team. No customer response in the thread.
23 Mar 2026 Harcastle renewal order form for signatureLewis Kerr sent the Growth renewal order form at £44k excluding VAT. CFO Andrew Sugden missed the 17 Mar 2026 close date but is content with the business case and asked two clarifying questions before signing.
13 Mar 2026 Subscription invoice for Bayard Lane PaymentsRachel Dunmore sent Dana Kurtz invoice INV-098-0002 for the first annual subscription, £50k, payable by 12 Apr 2026, and asked for the PO number. No customer response in the thread.
13 Mar 2026 Onboarding session: getting a date in the diaryLogistical email from Hamza Akhtar proposing two onboarding sessions, a Snowflake working session and a shorter one with account managers and merchant risk. There is no customer response in the thread.
13 Mar 2026 Check-in notesElena sent written notes from the check-in call. Deirdre confirmed them and asked for the search guide to cover unpaid invoices, which consultants keep asking her about. Usage is growing on Starter within the 15 included users.
17 Mar 2026 Scheduling our commercial discussionMatteo Ricci set up a commercial session with CFO Thomas Schumacher. Thomas agreed to Tuesday and asked for a written agenda, total cost over the full term and confirmation that data stays in the EU region.
18 Mar 2026 Order form for signatureTom Ashdown sent the Growth renewal order form for 40 users at £44k a year. Marloes Hendriks checked and signed it on 17 Mar 2026, a day after Tom's hoped-for date. Tom is to countersign and file it.
12 Mar 2026 Scheduling your connector setupLogistical thread: Laura Penhaligon asks Toby Cowell for time to set up data connectors. Toby is busy this week, prefers next week and asks how long setup usually takes.
12 Mar 2026 Webinar invitationAlice Brewer invited Kevin Kershaw, Managing Director, to a BB-Demo webinar on AI for pipeline forecasting on 12 Mar 2026. Logistical marketing invitation; the thread holds no customer reply.
12 Mar 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Marketing invitation: Alice Brewer invited Ruth Ackroyd to a BB-Demo webinar on Thursday 19 March 2026 about getting more from questions asked of the brain. There is no customer response in the thread. Logistical, so neutral.
17 Mar 2026 Renewal order formEmma Croft asked whether the renewal price matched the first year before signing. Tom Ashdown answered £44k, the standard Growth tier rate, and sent the order form.
13 Mar 2026 Training for the customer service teamKelly Sharpe accepted Hamza Akhtar's offer of a practical training session for her customer service team, choosing Wednesday at 14:00. Her team is already exploring the brain and asking questions she cannot answer.
12 Mar 2026 Tickets and a catch-up callMarcus Bell offers a call about four high priority tickets in the last month. Jenna Price says they are mostly the connector not pulling things through, and the consultants keep noticing. She asks for early next week.
12 Mar 2026 Catching up: a check-in once you have settled inDaniel Okafor followed up a call with Imogen Hartley, proposing a check-in on usage and on what she wants to see before the 30 Jun 2026 renewal. There is no customer response in the thread.
13 Mar 2026 Implementation kickoffLogistical thread: after the order form was signed, Laura Penhaligon and Els Van Damme agreed a kickoff call on Tuesday at 10:00 GMT to cover data sources and timeline.
18 Mar 2026 Order form for signatureTom Ashdown sent Wattlebrook's chief executive a Starter order form at £28k all in. Mitchell Gallagher said it looks good pending finance sign-off. Tom's chase on 18 Mar 2026 has no reply in the thread.
13 Mar 2026 Booking the QBRMarcus Bell asked Helen Varley to book the QBR; she accepted a Thursday 14:00 slot and asked for usage by trust, delivery queries and the renewal. The contract end was 30 Apr 2026.
11 Mar 2026 Second payment reminder: invoice INV-010-0001Rachel Dunmore sent Lorena Diaz a second reminder for the £12k implementation invoice, past its 18 Feb 2026 due date. It is the older open item. There is no customer response in the thread.
11 Mar 2026 Payment reminder: invoice INV-010-0002Rachel Dunmore sent Lorena Diaz a payment reminder for the £50k Growth subscription invoice, due 4 Mar 2026 and still unpaid. There is no customer response in the thread.
11 Mar 2026 Onboarding sessions: getting dates in the diaryHamza Akhtar chased Dana Whitaker to book onboarding sessions because few people log in against 40 licensed users. Dana accepted the point, proposed a short session with her first, and has not decided who gets access first.
10 Mar 2026 Onboarding session: confirming a timeHamza Akhtar chased a missed connector session because the brain holds little of Wexmoor's data. Dana Whitaker proposed Thursday at 14:00, said she will be admin, and flagged an invoice her payables team could not match.
10 Mar 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Marketing invitation from Alice Brewer to Kelly Sharpe for the Thu 19 Mar 2026 webinar. Logistical outreach; there is no customer response in the thread.
13 Mar 2026 Fenmoor upgrade: terms and timingRichard Thorne, Chief Operating Officer, asked for the all-in cost of the upgrade against the current Growth subscription. Priya Raman offered five percent off list if agreed by the end of March, with a draft order form to follow.
9 Mar 2026 Renewal call schedulingElena Novak wrote to CFO Vikram Sethi on 9 Mar 2026 asking for a renewal call in the next few weeks. There is no customer response in the thread.
9 Mar 2026 Invoice query: payment outstandingRachel Dunmore wrote to Lorena Diaz about two overdue, unpaid invoices for the subscription starting 2 Feb 2026. She asked for the PO number and payer entity name. No customer response in the thread.
8 Mar 2026 Data leaders conference in ManchesterLogistical event invitation: Alice Brewer invited Eoin Hegarty to the BB-Demo stand at a Manchester data conference on 11 Mar 2026. There is no customer response in the thread.
7 Mar 2026 Invitation: data leaders conference in ManchesterAlice Brewer invited Nicola Brearley to the data leaders conference in Manchester on 11 Mar 2026 and floated a customer story, subject to approval. Marketing outreach only. There is no customer response in the thread.
7 Mar 2026 Webinar, 19 Mar 2026Event thread: Alice Brewer invites Hugh Fenton to an online webinar on 19 Mar 2026 about cutting manual data work. No customer response in the thread.
6 Mar 2026 Subscription invoiceBilling thread: Rachel Dunmore sent Katrien Wouters invoice INV-180-0002 for the annual Starter subscription, £22k, due 5 Apr 2026. There is no customer response in the thread.
11 Mar 2026 Setting up our next check-inMarcus Bell asked to book the next check-in, citing more team use and a quiet support queue. Craig Ashwell replied that the PMs find the client history useful, agreed Thursday morning and asked for the list of users who have not logged in.
11 Mar 2026 Follow-up from our QBRAfter the review call, Imran Hussain confirmed the routing and helpdesk connectors load cleanly and asked how many connectors are left on Growth and which customer id to key on for the extra customers. No answer yet in the thread.
6 Mar 2026 Notes from today's check-inDaniel Okafor sent notes of the 6 Mar 2026 check-in and Helen Marsden confirmed them. She wants the arrears trace by source system, asked for a factual contract position, and says tracing a wrong number is where time goes.
6 Mar 2026 Invitation: BB-Demo webinar on 19 Mar 2026Alice Brewer invited Imogen Hartley, newly Chief Data Officer, to the 19 Mar 2026 webinar and asked to quote her. Purely an invitation; no customer response in the thread.
5 Mar 2026 Webinar, Using the brain in recruitmentAlice Brewer invited Brenda Oldroyd to a webinar on 19 Mar 2026 at 14:00 on using the brain in recruitment. Marketing outreach only. There is no customer response in the thread.
11 Mar 2026 Scheduling the demoLogistical thread: Allison Pereira picked Wednesday at 14:00 Eastern for the demo and added Monica Starling and Jasmine Coleman. Jordan Pike confirmed the invite on 11 Mar 2026.
6 Mar 2026 Follow-up on the Growth proposalGregory Hasselbeck, Chief Operating Officer, accepted the £62k figure but will not move until the privacy team has seen the business associate agreement. He would rather move 16 Apr 2026 than skip a step.
6 Mar 2026 Demo next stepsLewis Kerr checked for blockers on 5 Mar 2026. Markus Hofmann replied on 6 Mar 2026 with none, said IT can start the security review once it arrives, and matched the mid-April signature target.
9 Mar 2026 Time to discuss termsHollowmere's CFO Graham Rowntree accepted a half-hour commercial call. He wants cost and term in writing first, shown per home per month, with quarterly billing, and says the break clause must be discussed before anything is signed.
12 Mar 2026 Data sync issueSupport thread on a lagging Salesforce connector after the customer changed field mappings. Olivia Grant pushed a refresh and Emma Jagger confirmed the data came through.
6 Mar 2026 Proposal and Friday meetingJordan Pike promised Gina Ferraro a Starter proposal with implementation and annual subscription, and asked to meet Friday afternoon. Gina agreed to review it beforehand.
6 Mar 2026 Demo scheduledLogistical thread: Lewis Kerr asked for a systems contact to supply sample records and delivery tickets, and Brooke Dawson agreed a Friday 10:00 UK time demo. The thread does not show the demo outcome.
4 Mar 2026 Setting up a discovery callLogistical thread on 4 Mar 2026: Morag Cowie accepted Tuesday at 10:00 for a discovery call and flagged that any new supplier must pass the society's supplier-risk process before she can promise dates.
6 Mar 2026 Settling in at FenmoorImogen Hartley, newly Chief Data Officer at Fenmoor, asked Daniel Okafor how the brain is used, which sources are connected and when the contract renews. Daniel replied on 6 Mar 2026 with a general picture and offered a call first.
5 Mar 2026 Tolmere customers in the brainNicola Brearley confidentially told BB-Demo that Harcastle is buying Tolmere and wants its customers in the brain within a quarter of completion. She asks if that is realistic and wants a ballpark cost alongside the renewal.
5 Mar 2026 Follow-up from our review callAfter the review call, Marcus Bell summarised usage and the 30 Apr 2026 end date. Managing Director Stuart Haworth asked for a short usage note on what consultants get from the brain, and will judge whether it earns its keep.
4 Mar 2026 Follow-up from our quarterly reviewAfter the quarterly review, the CFO said he was unclear what Delancey Haig actually uses and asked whether they could do it themselves for less. Daniel Okafor replied with the £44k Growth cost and promised a usage summary.
4 Mar 2026 Calderbrook QBR: finding a dateAmara Obi sought a QBR date. Helen Marsden agreed Thursday but asked for the arrears and repairs join sources, said use is mostly her own team, and flagged an internal conversation about platforms.
2 Mar 2026 Payment reminder for invoice INV-179-0001On 2 Mar 2026 Rachel Dunmore chased Kerryn Mibus for invoice INV-179-0001 (£6,000), due 22 Feb 2026 and not seen as paid. No customer response in the thread.
2 Mar 2026 Invoice INV-171-0003, payment reminderRachel Dunmore chased Jean Benson for payment of invoice INV-171-0003, £20k net, due on 21 Feb 2026 and unpaid on 2 Mar 2026. No customer response in the thread.
2 Mar 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Alice Brewer invited Wayne Dobson, IT Manager, to a BB-Demo webinar on Thursday 19 March 2026. Logistical marketing invitation with no customer response in the thread.
3 Mar 2026 Quarterly review: finding a dateMarcus Bell proposed a 30 minute quarterly review. Shona Baird agreed, said the service desk uses the brain daily, and asked for the list of teams still to start. Thursday morning was settled. Mostly logistical.
2 Mar 2026 Invoice INV-156-0004Logistical billing thread: Rachel Dunmore sent Heather Gillespie invoice INV-156-0004 on 2 Mar 2026, gross £31k, due 1 Apr 2026. She thanked her for settling the previous invoice promptly. No customer response in the thread.
2 Mar 2026 Implementation invoiceRachel Dunmore sent Dana Kurtz invoice INV-098-0001 for £12k, payable by 1 Apr 2026, and asked for the PO number. This is a billing thread with no customer response.
5 Mar 2026 Renewal notice: Lindqvarn RetailMarcus Bell gives early renewal notice for the Enterprise term ending 31 May 2026. CFO Mats Eklund asks for the usage summary and a breakdown of £114k against £103k, and wants the return before commenting on price.
4 Mar 2026 Renewal noticeDaniel Okafor gave renewal notice: 15 users, renewal on 31 May 2026, annual fee £20k. Chief Executive Mark Brearley replied on 4 Mar 2026 that they want to go ahead and will contact Priya Raman to arrange it.
2 Mar 2026 Invoice INV-021-0002Billing thread: Rachel Dunmore sends Glen Nuttall invoice INV-021-0002 for £22k plus £4,400 VAT, due 1 Apr 2026, covering the first year. No customer response in the thread.
2 Mar 2026 Renewal coming up: your brain subscriptionDaniel Okafor opened renewal talks on 2 Mar 2026. Ravi Atherton, Chief Operating Officer, said they would like to renew and will return on timing and budget after speaking to finance.
1 Mar 2026 You're invited to BB-Demo webinar on 19 March 2026Alice Brewer invited Chris Riley to a BB-Demo healthcare webinar on 19 Mar 2026. This is a marketing invitation, and there is no customer response in the thread.
27 Feb 2026 BB-Demo webinar in MarchOn 27 Feb 2026 Alice Brewer told Eoin Hegarty, Payments Data Analyst, about a March webinar on collections data patterns and promised details and a link. No customer response in the thread.
27 Feb 2026 Invitation: BB-Demo customer webinarMarketing invitation from Alice Brewer to Martin Firth, Credit Manager, for the online customer webinar on 19 Mar 2026. Event logistics only. There is no customer response in the thread.
27 Feb 2026 Invitation: BB-Demo webinar on 19 Mar 2026Marketing invitation from Alice Brewer to Mirjam Hendriks for the 19 Mar 2026 BB-Demo webinar. Purely a promotional invitation. No customer response in the thread.
5 Mar 2026 Onboarding: user rollout and next check-inHamza Akhtar flags that only one or two of 40 licensed users are logging in and asks for a rollout plan. Jonas Albrecht says users are a business decision, not his, and that provisioning needs a few days.
3 Mar 2026 Notes from the check-inAfter the 27 Feb 2026 check-in, Daniel Okafor's notes put usage up and inside 200 licensed users. Deepa Chauhan confirmed them and will pass a commercial summary to Malcolm, who will not answer quickly.
27 Feb 2026 Check-in notesMarcus Bell sends notes: active users up, one closed ticket, headroom on 160 licensed users. Karin Sjöberg agrees with all of it and will ask store managers what they want in the segment view.
26 Feb 2026 BB-Demo webinar, 19 Mar 2026Alice Brewer invites Danny Sargent to a BB-Demo webinar on 19 Mar 2026 for insurance brokers. This is a marketing invitation with no customer response in the thread.
26 Feb 2026 Time to walk through the proposalMostly scheduling: Danielle Okonkwo accepted a Wednesday 14:00 Central walkthrough with two liaisons. She will not discuss numbers until Greg, who signs, has seen the proposal, and wants the draft by Friday.
2 Mar 2026 Scheduling your quarterly reviewDaniel Okafor and Saskia Mendes fix the quarterly review for 15:30 on the following day. Saskia wants fewer slides and more of what directors ask the brain, and says Rupert will want to know what he gets from attending.
26 Feb 2026 Invitation to our next BB-Demo webinarMarketing invitation: Alice Brewer invited Holly Tranter, the admin for Delancey Haig's brain, to an online webinar on 19 Mar 2026. No customer response in the thread; it does not show whether Holly joined.
3 Mar 2026 Walking you through the proposalNatasha Pryor replied on 3 Mar 2026 after a slow response, accepting a Wednesday 10:00 walkthrough. She wants the evidence trail behind each dashboard and will bring Graham for the commercial terms.
26 Feb 2026 Getting the kickoff scheduledLogistical thread: Laura Penhaligon asks Hugh Fenton for kickoff availability. Hugh replies promptly with Tuesday or Wednesday mornings and Laura proposes Tuesday at 09:00. No commercial content.
4 Mar 2026 Data connector issueBethan Lister asked Ravi Riley for the error message on a connector failing in the monthly data pull. Ravi re-ran it after a delay and said it works now, calling it a temporary issue. Resolved by the customer.
26 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 March 2026Alice Brewer invited Richard Thorne to the BB-Demo webinar on 19 Mar 2026, citing growing usage at Fenmoor. Marketing outreach only, with no customer response in the thread.
25 Feb 2026 Invoice INV-174-0002Billing email: Rachel Dunmore sent Cheryl Tomczak invoice INV-174-0002 for the Growth tier annual subscription, £50k, due 27 Mar 2026. There is no customer response in the thread.
2 Mar 2026 Booking your next quarterly reviewMarcus Bell asked to book the QBR, saying usage is moving the right way. Nicola Brearley agreed, wants it shown by depot and round, and says Andrew must join for the renewal part. Marcus set Wednesday at 10:00.
26 Feb 2026 Discovery callLogistical thread: Sophie Ling asked Fran Whiting for a discovery call after the roundtable, and Fran agreed and suggested Tuesday at 14:00.
26 Feb 2026 Demo schedulingJordan Pike asked Brianna Ocampo for a demo date. She said next week was packed and asked for the week after; Jordan offered early March. Scheduling only; no date confirmed.
2 Mar 2026 Following up on discoveryLewis Kerr quoted £28k all-in for a Starter implementation after discovery. CFO Warren Petrie said the scope sounds right, asked for security documents and wants to see it on their own data before committing spend.
26 Feb 2026 Order form ready for signaturePriya Raman sent Elliot Rosen the Growth order form on 25 Feb 2026, with £12k implementation included. Elliot said it looked good and would go to finance. The thread does not show the signed copy.
25 Feb 2026 Join us for a webinar on 19 March 2026Alice Brewer invited Chris Dyson, Head of Procurement, to a webinar on 19 Mar 2026 for procurement and operations leaders. This is a marketing invitation, and there is no customer response in the thread.
25 Feb 2026 Onboarding checkpointLogistical thread: Laura Penhaligon asked for an early-next-week checkpoint call to review connector loads before go-live, and Thomas Janssens agreed, preferring a morning.
2 Mar 2026 Onboarding session: connector set-upHamza Akhtar asked for a connector session with IT. Dana Whitaker said she is concerned: IT is stretched and her team does not know what to ask the brain. She asked for a first-month note.
25 Feb 2026 Payment reminder: invoice INV-010-0001Rachel Dunmore chased Lorena Diaz for invoice INV-010-0001, £12k, overdue since 18 Feb 2026. There is no customer response in the thread.
2 Mar 2026 Scheduling a check-inHelen Marsden says repairs and arrears figures still do not reconcile with the housing management system and that some of her team have moved their work elsewhere. Daniel Okafor agreed a Thursday 10:00 check-in.
2 Mar 2026 Merchant view training: schedulingYusuf arranges merchant view training for Femke, an account manager. She asks for an afternoon slot and an end-to-end merchant example. Yusuf offers Tuesday 14:00 with a sample from her own portfolio.
24 Feb 2026 Notes from our check-inAfter a check-in, Marcus Bell wrote up low usage: about six of 40 licensed users, two support tickets and renewal due 22 Aug 2026. Craig Ashwell accepted the notes, wants PMs trained on live jobs and ties renewal to what they do.
24 Feb 2026 Finding a time for our check-inAmara Obi reported usage up sharply with about six people active a day against 40 licensed users. Gemma Thorne welcomed it, wants the service desk on properly, and agreed Thursday at 10:30.
25 Feb 2026 Time to talk through commercial termsMostly scheduling: Jordan Pike asks Raymond Tsai for thirty minutes on pricing, term and the order form. Raymond agrees to Thursday at 15:00 and asks for Growth pricing, an order form draft and payback in plain numbers.
24 Feb 2026 Invoice INV-086-0003Rachel Dunmore sends Ilse Smits invoice INV-086-0003 for £11k, due 26 Mar 2026, and asks for the PO number. Billing thread; no customer response in the thread.
24 Feb 2026 Connector setup: timingLogistical thread about timing the first connector, the CRM, with the helpdesk to follow. Jonas Albrecht confirms the load history is clean and agrees to Wednesday late afternoon, with the CRM admin to be on hand.
25 Feb 2026 Scheduling a check-inLogistical thread: Marcus Bell offers a check-in call and three slots. Karin Sjöberg agrees in principle, wants store feedback first and a colleague from e-commerce to join. No time is confirmed in the thread.
26 Feb 2026 Technical follow-up: connectors and refreshJosh Fairburn ranked the first-phase sources and asked how early data refreshes. Matteo Ricci confirmed 07:00 on business days. Josh will check access, and Natasha wants a draft order form before 27 Mar 2026 for her board.
25 Feb 2026 Onboarding sessions: rearrangingHamza Akhtar proposed splitting a stalled onboarding session in two. Dana Whitaker agreed, blamed diaries, and said she would confirm a time. She also mentioned an unsettled invoice passed to payables.
23 Feb 2026 Implementation invoiceRachel Dunmore sent Katrien Wouters invoice INV-180-0001 for the £6,000 Starter implementation fee, due 25 March 2026, and asked for payment and a PO number. There is no customer response in the thread.
25 Feb 2026 Getting your renewal call in the diaryAmara Obi asked Steven Holroyd to book a renewal call before the term ends on 3 Apr 2026. Steven agreed but wants usage evidence first: who is using the brain and what it saves.
23 Feb 2026 Invoice INV-155-0008 for Ashwell Mercer InteriorsRachel Dunmore sent Debbie Rowntree invoice INV-155-0008 on 23 Feb 2026 for the Growth subscription: net £11k, VAT £2,200, gross £13k, due 25 Mar 2026. Billing only; no customer response in the thread.
24 Feb 2026 Demo follow-up and proposalLewis Kerr put a Growth plan figure of £60k to three contacts. Markus Hofmann asked to see the proposal and whether implementation includes the data connectors. Proposal only, not executed.
25 Feb 2026 HIPAA scope and data residency in your SnowflakeBen Kowalski liked the demo on Quillmark's own data and asked for clear answers on HIPAA scope and US data residency before security engages. Jordan Pike offered the US residency add-on and took the HIPAA detail away to answer in writing.
21 Feb 2026 Revenue leaders roundtableAlice Brewer invited Wim Goossens to a BB-Demo roundtable in London on Tue 24 Feb 2026. This is an event invitation only. There is no customer response in the thread.
21 Feb 2026 Revenue leaders roundtableAlice Brewer invited Kyle Jenkins to a revenue leaders roundtable in London on Tuesday 24 February 2026. This is an event invitation. There is no customer response in the thread.
23 Feb 2026 Training dates for Oosterdijk teamHamza Akhtar proposed team training after kickoff; Lieke Hermans, Head of Customer Service, agreed early March and Hamza set a Wednesday at 10:00. A logistical thread with no concerns raised.
24 Feb 2026 Proposal for Kaltenbrunn MedizintechnikMatteo Ricci sent the Enterprise proposal at a deal total of £155k, including implementation. CFO Thomas Schumacher asked for total cost split by implementation and subscription, and the data location, before security and procurement review.
25 Feb 2026 Review of how the consultants are using the brainLauren Pilkington agreed to a usage review with Marcus Bell ahead of the renewal. She asked whether consultants can see client complaints alongside open roles on one page. Call set for Thursday at 14:00.
26 Feb 2026 Follow-up after the reporting demoAfter the reporting demo, Trent Nakamura said referral counts did not tie to his report and asked which source wins, how records are traced, and who owns a broken connector. He wants a written answer before any pilot.
24 Feb 2026 Onboarding: next working sessionHamza Akhtar asks Jonas Albrecht for a session to connect the brain to Snowflake and confirm the EU region. Jonas agrees a Thursday but wants the object list written down first and no credentials sent by email.
24 Feb 2026 Finding a time for the check-inDaniel Okafor and Deepa Chauhan fixed a check-in for 27 Feb 2026 at 11:00, the day the term ends. Deepa wants a clear picture of the next term for Malcolm and will not go ahead of him commercially.
19 Feb 2026 Revenue leaders roundtable, 24 Feb 2026Alice Brewer invited Colin Airey, Managing Director, to a London Revenue leaders roundtable on 24 Feb 2026. Marketing invitation only. No customer response in the thread.
19 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Kofi Asamoah to an in-person Revenue leaders roundtable in London on Tuesday 24 February 2026. Marketing invitation only; no customer response in the thread.
20 Feb 2026 Field-service demoLewis Kerr asked to schedule a demo of the brain for the field-service team; Lena Becker agreed to next week and proposed Friday at 10:00 UK time. A logistical thread.
20 Feb 2026 Thank you for the demo, and next stepsJosh Fairburn replied to the demo thank-you with three security questions. Matteo Ricci restated the Enterprise proposal at £150k including implementation, with an order form targeted for 27 Mar 2026 subject to security review.
19 Feb 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation from Alice Brewer to Craig Oduya for an in-person Revenue leaders roundtable in London on 24 Feb 2026. Logistical and promotional. No customer response in the thread.
19 Feb 2026 Order formMatteo Ricci sent Bart De Smet the order form for the Starter package including implementation, deal total £28k. Bart said it looked good and promised to return it signed by end of day tomorrow.
18 Feb 2026 Getting the renewal conversation in the diaryMarcus Bell asked for a renewal call ahead of the 10 Apr 2026 expiry. Andrew Sugden agreed to a half hour and wants what Harcastle pays, what it covers and what changes, plus how many of 40 users are active weekly.
20 Feb 2026 Payment reminder, INV-099-0001Rachel Dunmore chased INV-099-0001 (£12k) again on 18 Feb 2026. Anja Pohl replied on 20 Feb 2026 citing internal approvals and said payment should clear by end of week.
18 Feb 2026 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Kyle Brandvold to an in-person revenue leaders roundtable in London on Tuesday 24 Feb 2026. Marketing invitation only; no customer response in the thread.
19 Feb 2026 Second session for your technical teamAfter the first demo, Matteo Ricci offered a technical session on connectors and Snowflake. Natasha Pryor accepted for Tuesday 11:00 and asked for the questions in advance so Josh can check access. Largely logistical.
20 Feb 2026 Onboarding session: finding a time next weekOn 19 Feb 2026 Gemma Holt said account managers love the brain and asked again about adding customer service and the cost beyond 40 users. Hamza Akhtar said it fits within the licence for now.
18 Feb 2026 Finding a time for a check-inMostly scheduling. On 18 Feb 2026 Liam Doherty agreed to a check-in and added that some depot managers still use old spreadsheets. He asked what BB-Demo has seen from other teams that made the switch.
20 Feb 2026 Follow-up from our discovery callAfter discovery, Jordan Pike pencilled a £62k Growth proposal including implementation, expected close 12 May 2026. Allison Pereira wants the by-client demo, a one-off versus recurring split, and her leadership colleague involved.
18 Feb 2026 Support follow-up on your recent ticketKate Ormerod confirmed on 17 Feb 2026 a fix to figures account managers saw. Gemma Thorne confirmed the figures agreed on 18 Feb 2026 and asked what clients saw. Kate said nothing is sent to clients from the brain and closed the ticket.
17 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Malcolm Ridgway to a revenue leaders roundtable in London on 24 Feb 2026. Marketing invitation with no product pitch. There is no customer response in the thread.
17 Feb 2026 Invoice INV-076-0006Rachel Dunmore sent invoice INV-076-0006 to Bernadette Lowry on 17 Feb 2026: net £32k, VAT £6,375, gross £38k, due 19 Mar 2026. Routine billing thread. There is no customer response in the thread.
17 Feb 2026 Revenue leaders roundtableAlice Brewer invited Jonas Hofmann to a Revenue Leaders Roundtable in London on 24 Feb 2026. A marketing event invitation only; there is no customer response in the thread.
18 Feb 2026 Onboarding sessions: finding a timeDana Whitaker offers Thursday or Friday afternoons, makes herself main admin for now and wants a small first group. She asks whether service contracts must be loaded before the session.
18 Feb 2026 Onboarding follow-up and new session timeYusuf reports one clean load and a changed connector load order, and asks to move the onboarding session to review the customer's late-refresh log. Sanne agrees but says one day is not a trend.
16 Feb 2026 Revenue leaders roundtable, FebruaryAlice Brewer invited Luis Herrera, Controller, to a London roundtable on 24 Feb 2026. There is no customer response in the thread. Event invitation only.
17 Feb 2026 Discovery callLogistical thread: Matteo Ricci arranged a discovery call with Clare Huddleston of Penwortham Mutual, and Clare agreed to a morning slot. The thread fixes Tuesday 17 Feb 2026 at 10:00 and says nothing on needs or budget.
17 Feb 2026 Follow-up from our QBRDaniel Okafor summarised the review call: steady usage with a small dip, account matching to the CRM, and credit control views. Tariq Saleem says branches are quiet, which he reads as good news, and will check the branch system feed load log.
17 Feb 2026 Hollowmere Care Group demo: schedulingMatteo Ricci proposed a Thursday 10:00 demo to Natasha Pryor. She accepted, will bring colleagues including the day-to-day user, and set a condition: every number must show its source, starting with the loudest homes.
16 Feb 2026 Invoice INV-021-0001Billing thread: Rachel Dunmore sent Glen Nuttall invoice INV-021-0001 for £6,000 plus £1,200 VAT, due 18 Mar 2026, and asked for the PO number. There is no customer response in the thread.
16 Feb 2026 Follow-up from our QBRAfter the QBR call, Callum Reid confirmed Daniel Okafor's summary. He wants the exact morning data landing time, will list non-users, and will fix a renewal date only once Richard has looked at it.
15 Feb 2026 Come and see us at the Manchester conferenceAlice Brewer invited heavy user Shane Twomey to the Data leaders conference in Manchester on 11 Mar 2026 and asked for his experience. No customer response in the thread.
15 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Ethan Brody, Director of Information Security, to the Revenue leaders roundtable in London on Tue 24 Feb 2026. There is no customer response in the thread.
15 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Tariq Saleem to a BB-Demo webinar on 19 Feb 2026 about getting more from the brain once connectors are settled. This is a marketing invitation with no reply from the customer in the thread.
15 Feb 2026 Revenue leaders roundtableLogistical event invitation: Alice Brewer invited Ian Fairclough to a heads of revenue operations roundtable in London on 24 Feb 2026. There is no customer response in the thread.
15 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Nadia Osei, IT Security Lead, to the BB-Demo webinar on 19 Feb 2026 and offered to pass on access control questions. Marketing outreach, with no customer response in the thread.
14 Feb 2026 Data leaders conference: Manchester, MarchMarketing outreach: Alice Brewer invited Robyn Tyson to BB-Demo's stand at the Data Leaders Conference in Manchester on 11 Mar 2026. There is no customer response in the thread.
14 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invites Fleur Jansen, or a colleague, to a London revenue leaders roundtable on 24 Feb 2026. Marketing invitation only, with no customer response in the thread.
14 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Event invitation: Alice Brewer invites Sunil Kapoor to a BB-Demo customer webinar on Thu 19 Feb 2026 and asks for a yes or no and numbers by the end of the week. There is no customer response in the thread.
14 Feb 2026 Data leaders conference, we're thereOne-message invitation from Alice Brewer to Sam Cheney to visit BB-Demo's booth at the Data leaders conference in Manchester on 11 Mar 2026. There is no customer response in the thread.
14 Feb 2026 Data leaders conference: you're invitedLogistical invitation: Alice Brewer invited Simon Harte of Quennell Harte to the BB-Demo stand at a data leaders conference in Manchester on 11 March 2026. No customer response in the thread.
14 Feb 2026 Revenue leaders roundtable, Tuesday 24 February 2026Logistical event invitation from Alice Brewer to Wouter Brouwer, Finance Manager, for a revenue leaders roundtable in London on 24 Feb 2026. There is no customer response in the thread.
16 Feb 2026 Check-in call this week?Marcus Bell asks Craig Ashwell for a check-in ahead of the contract end of 22 Aug 2026. Craig agrees to Thursday at 10:00, says commercial use is weak, wants a variation record answer, and asks that invoice reminders stay out.
13 Feb 2026 Payment reminder, INV-099-0002Billing thread: BB-Demo finance chased Kesselfeld Software for INV-099-0002 (£48k), due 6 Feb 2026 and unpaid on 13 Feb 2026. No customer response in the thread.
16 Feb 2026 Order form for signature: renewalLewis Kerr sent the Enterprise renewal order form at £128k ex VAT against £116k now. Malcolm Ridgway has not signed and wants a line-by-line breakdown and written confirmation that freshness and credits are unchanged.
18 Feb 2026 Demo on your own dataNiamh Costello agrees to a demo on Ardcarne's own data and names three broker-firm questions. She wants a written description of data access sent first so her CISO is comfortable before the demo.
12 Feb 2026 Invoice INV-174-0001Rachel Dunmore sent Cheryl Tomczak invoice INV-174-0001 for the Growth implementation, £12k, due 14 Mar 2026, and asked for the PO number. The thread is logistical, with no customer response.
16 Feb 2026 Scheduling the proposal walk-throughMatteo Ricci offered a proposal walk-through. Christina Möller replied after a delay due to hospital escalations, asked for the proposal in advance and wants to see the source for the implementation timeline in the document.
13 Feb 2026 Finding a time for our next check-inMostly logistical: Siân Pritchard prefers Tuesday or Wednesday mornings and asks for an invite. She notes collections and complaints are still using the brain, but will not claim more until the numbers are checked.
18 Feb 2026 Scheduling the second demoLogistical thread confirming a second demo for Thursday at 10:00 Central, aimed at the reporting side. Danielle Okonkwo will bring Trent and two liaisons and wants Trent free to ask awkward questions.
12 Feb 2026 Demo scheduling – Quillmark on your own dataAfter discovery, Jordan Pike proposed a demo on Quillmark's own data. Ben Kowalski chose Thursday afternoon, named the attendees, said security may join but he will not push them, and will pick a hospital group for the worked example.
16 Feb 2026 Kickoff sessions confirmedLaura Penhaligon confirmed the kickoff sessions to Jacinta Hoad and Riley Tran. After the first session on 16 Feb 2026 Riley said connector setup was clearer than expected and the team is ready for the next phase.
11 Feb 2026 Scheduling your onboarding sessionsPurely logistical: Laura Penhaligon and Riley Tran agreed Monday and Wednesday 10:00 sessions for the onboarding kickoff, covering connector setup and training the team on the brain.
11 Feb 2026 Kickoff follow-up and next stepsLaura Penhaligon summarises the kickoff for the Growth subscription: 40 licensed users, starting with merchant success and merchant risk. No customer reply is in the thread.
12 Feb 2026 Quarterly business review: schedulingDaniel Okafor reported the account as steady and asked how Graham Tovey wanted to run the review. Graham will join the closing part only, will not sign the renewal without a colleague's view, and asked for complaint handling and Ofgem to be clear.
12 Feb 2026 Follow-up on the Growth proposalJordan Pike sets out a £62k Growth proposal including the one-off implementation fee, with a 18 Mar 2026 target close. CFO Raymond Tsai asks for the payback and the split between implementation and subscription before the order form.
11 Feb 2026 Revenue leaders roundtable, 24 Feb 2026Logistical event invitation: Alice Brewer invited Ian Greenhalgh, Chief Executive, to a London roundtable on 24 Feb 2026. There is no customer response in the thread.
13 Feb 2026 Onboarding kickoffLogistical thread: Laura Penhaligon proposed a 14:00 UK time onboarding kickoff and Thomas Janssens, CRM Administrator, agreed. It covers connector setup and shows no commercial signal.
16 Feb 2026 Order form ready for signatureTom Ashdown sent Chris Jagger a Starter order form totalling £28k for implementation and the first year. Chris replied on 2026-02-16 that it looked good and he would return it signed by end of week.
11 Feb 2026 Onboarding session schedulingLogistical thread. Hamza Akhtar proposes a first onboarding working session on the helpdesk connector; Dana Whitaker accepts Thursday at 14:00 Central time and will check IT availability.
11 Feb 2026 Onboarding: confirming this week's sessionOn 11 Feb 2026 Gemma Holt chose the two biggest supermarket accounts as the first focus and said more account managers are logging in. She asked BB-Demo not to enable customer service until she clears it with her boss.
10 Feb 2026 Revenue leaders roundtable in LondonAlice Brewer invited Clodagh Fitzgerald, Head of Client Services, to a London roundtable on 24 Feb 2026 about using data to improve collections. Event invitation with no customer response in the thread.
11 Feb 2026 Onboarding session schedulingLogistical thread: Laura Penhaligon asked Ruben Dekker for a slot for the next onboarding session. Ruben proposed early next week and will check with Fleur which systems to connect first.
13 Feb 2026 Follow-up from the demo and next stepsAfter the demo, Brandon Ellison, Director of Patient Services, raised patient-level data, access administration and timeline. He is not against the proposal but wants Hannah Lowe's implementation plan before going further.
10 Feb 2026 Brenneck Pay kickoff: follow-up and actionsHamza Akhtar sent kickoff actions with owners. Jonas Albrecht corrected two points: the Snowflake region is already EU, and he will create the role himself from a written request. Katrin Vogelsang's merchant systems list still blocks the connector plan.
10 Feb 2026 BB-Demo webinarLogistical event invite: Alice Brewer invited Kevin Simmons, Director of Information Security, to a 19 Feb 2026 webinar on data security, governance and residency. There is no customer response in the thread.
10 Feb 2026 Invoice INV-026-0003Rachel Dunmore sent invoice INV-026-0003 for £1,216, issued 10 Feb 2026 and due 12 Mar 2026, and asked Annika Lund for a PO number. Billing thread; no customer response.
11 Feb 2026 Scheduling the renewal conversationAndrew Pickering accepted a Thursday 14:00 renewal call but wants Priya Raman present, a written proposal beforehand and a short agenda. He does not expect to agree anything on the call.
11 Feb 2026 Onboarding session: finding a timeSanne Bakker accepted Friday at 14:00 for the onboarding session but said refresh was not complete at 07:00 again, the third time she has logged. She wants it first on the agenda, before the mappings.
10 Feb 2026 Fenmoor QBR: finding a timeDaniel Okafor asked Callum Reid for a quarterly review slot. Callum agreed to next week, mornings before 11:00, wants usage by team and open items, and said dashboards have been right at 07:00.
10 Feb 2026 Order form for executionMatteo Ricci sent Gerald Szabo the order form for Growth at £62k, with 40 users and 8 connectors. Gerald replied that it looked good and he would sign and return it the next day. Signature is not shown in the thread.
9 Feb 2026 Discovery call: finding a timeLogistical thread: Jordan Pike asks Allison Pereira for a 45-minute discovery call. Allison agrees, offers two slots, will bring a renewals team lead, and asks to see activity by client.
9 Feb 2026 Invoice INV-155-0007: third reminderBilling thread: Rachel Dunmore sends a third reminder to Debbie Rowntree for invoice INV-155-0007, £13k gross, issued 24 Nov 2025 and due 24 Dec 2025. There is no customer response in the thread.
9 Feb 2026 Webinar invitation for Thursday 19 February 2026Alice Brewer invited Neville Hirst, Head of IT, to the 19 Feb 2026 webinar on how the brain is built and run inside the customer's own Snowflake account. No customer response in the thread.
12 Feb 2026 Connector set-up session: timingHamza Akhtar proposed a Friday connector session. Jonas Albrecht refused because he does not change production on Fridays, asked for the target schema first, and agreed to Tuesday afternoon after Hamza apologised.
11 Feb 2026 Quarterly review: finding a slotDeepa Chauhan says the team finds the brain useful and branch managers want the same view on their own accounts. She set three agenda points and asked for sources behind each number. The review was set for a Tuesday morning.
8 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Richard Thorne, Chief Operating Officer, to the BB-Demo webinar on 19 Feb 2026 and offered a colleague's place instead. Marketing outreach only, with no customer response in the thread.
7 Feb 2026 Invitation: revenue leaders roundtable in LondonMarketing invitation: Alice Brewer invited Ruth Ackroyd to a small in-person revenue leaders roundtable in London on Tuesday 24 February 2026. There is no customer response in the thread. Logistical, so neutral.
6 Feb 2026 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Deirdre Barry to a London revenue leaders roundtable on 24 Feb 2026, citing Clashmore's one-view set-up as a good example. No customer response in the thread.
6 Feb 2026 Revenue leaders roundtable, 24 Feb 2026Logistical event invitation from Alice Brewer to Jo Fowler for the 24 Feb 2026 London roundtable. There is no customer response in the thread.
11 Feb 2026 Onboarding sessions: getting some time in the diaryLaura Penhaligon sought time with Jonas Albrecht, who owns the Snowflake account. He replied five days later: Tuesday or Wednesday afternoons, nothing on Fridays, and a written list of roles and grants, with no access granted by email.
6 Feb 2026 BB-Demo webinarLogistical event invitation: Alice Brewer invited Ed Eccles, Procurement Manager, to the Thursday 19 February 2026 customer webinar. There is no customer response in the thread.
6 Feb 2026 Invitation: Revenue leaders roundtable in LondonMarketing invited Annika Lund to the Revenue leaders roundtable in London on 24 Feb 2026 and asked her to pass it to a revenue or finance colleague. Event invitation only; no customer response in the thread.
6 Feb 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Marketing invitation: Alice Brewer invited Ruth Ackroyd to the BB-Demo webinar on Thursday 19 February 2026, framed around orders, quality tickets and calls. There is no customer response in the thread. Logistical, so neutral.
11 Feb 2026 Kickoff follow-up and next stepsFollowing the kickoff call, Dana Whitaker confirms the recap, orders sources as helpdesk then call recorder, with service contracts last. The Snowflake administrator and first users are still unconfirmed.
6 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Douglas Baird, Chief Operating Officer, to a customer roundtable in London on Tuesday 24 February 2026. This is a marketing invitation. There is no customer response in the thread.
5 Feb 2026 Invoice INV-179-0002Rachel Dunmore sent Kerryn Mibus invoice INV-179-0002 for £22k, the annual Starter subscription from 5 Feb 2026 to 4 Feb 2027, due 7 Mar 2026. No customer response in the thread.
5 Feb 2026 Invoice INV-160-0002 for your Growth subscriptionRachel Dunmore sent invoice INV-160-0002 for the Growth subscription: £12k, due 7 Mar 2026, term to 4 Feb 2027, 40 licensed users. Billing thread with no customer response.
5 Feb 2026 Invitation: Revenue leaders roundtable, LondonMarketing invitation from Alice Brewer to Joanne Feeney on 5 Feb 2026 for the in-person roundtable in London on Tuesday 24 February 2026. No customer response in the thread.
5 Feb 2026 Booking a renewal conversationMarcus Bell asked Stuart Haworth for a renewal call on 5 Feb 2026. Stuart agreed to next week but wants the headline first: is it earning its keep, and what another year costs. Pricing goes to Priya.
5 Feb 2026 Finding a time for a check-inLogistical thread: Daniel Okafor and Kwame Asante agree a Wednesday 14:00 check-in to go through the architecture material. Kwame will bring the engineer doing the comparison work and wants the diagram sent beforehand.
10 Feb 2026 Order form for signatureMats Eklund, CFO, asked for the return on the £1,216 expansion and its effect on renewal before signing. Tom Ashdown replied late, after the 9 Feb 2026 date had slipped, and promised usage figures and written renewal terms.
9 Feb 2026 Following up on our discovery conversationAfter a discovery call, Matteo Ricci proposed Enterprise at a £150k total deal value including implementation. CFO Graham Rowntree wants a cost split, per-home monthly view and a break clause on the table first.
5 Feb 2026 BB-Demo webinarEvent invitation: Alice Brewer invited Emma Haworth to a BB-Demo webinar on 19 Feb 2026 at 14:00 GMT about working across multiple systems. There is no customer response in the thread.
5 Feb 2026 Finding time for a discovery conversationMatteo Ricci proposed a discovery conversation. Niamh Costello chose Thursday morning, wants it focused on a single view of each broker firm, and asked for a plain description of where the brain runs and who can see what.
9 Feb 2026 Finding a time to check inLogistical thread: Daniel Okafor asked Douglas Baird for a check-in on the remaining term. Douglas offered Thursday afternoon from 14:00 and said he could not discuss anything beyond the current term.
4 Feb 2026 Payment reminder, INV-099-0001Billing thread: BB-Demo finance chased Kesselfeld Software for INV-099-0001 (£12k), due 28 Jan 2026 and unpaid on 4 Feb 2026. No customer response in the thread.
4 Feb 2026 Kickoff for your onboardingHamza Akhtar proposed a kickoff agenda. Katrin Vogelsang accepted it, named attendees and asked for an IT requirements list, written EU region description with source, and minutes with owners and dates.
5 Feb 2026 Next steps after our discovery callAfter the discovery call, CFO Mike Delaney asked for one all-in number in USD and said nothing moves until he has the USD figure and the ROI. Jordan Pike quoted £62k for the whole deal, including implementation.
4 Feb 2026 Revenue leaders roundtableAlice Brewer invited Oliver Kirkby to a roundtable for heads of revenue operations in London on 24 Feb 2026. There is no customer response in the thread.
9 Feb 2026 Onboarding: next session and data checksOn 9 Feb 2026 Gemma Holt reported an account manager saved time with a complaints summary and that the team loves the brain. Hamza Akhtar had flagged slow order lookups and wants another session.
3 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invites Ingrid Solberg to an in-person Revenue leaders roundtable in London on 24 Feb 2026. There is no customer response in the thread.
3 Feb 2026 Setting up the demoDanielle Okonkwo agreed to a demo on sample data with three liaisons and a patient services colleague, Thursday at 14:00 Central. She asked to see the referral trend view first. A senior colleague will not attend.
3 Feb 2026 Invoice for your Growth subscriptionFinance Manager Rachel Dunmore sent Dennis Wolter the invoice for the Growth subscription on 3 Feb 2026: £50k net, due 5 Mar 2026. A purchase order number was asked for. There is no customer response in the thread.
3 Feb 2026 Wexmoor Property Group: first annual invoiceBilling thread. Rachel Dunmore sends the first annual invoice and asks Lorena Diaz to confirm the PO number and paying entity. There is no customer response in the thread.
4 Feb 2026 Kickoff scheduling for the Wexmoor brainLogistical thread. Hamza Akhtar asks to book the Growth kickoff; Dana Whitaker accepts Friday at 14:00, names attendees and says the Snowflake technical contact is still to be confirmed.
3 Feb 2026 Follow-up after the demoAfter the demo, Matteo Ricci set out open points and an Enterprise proposal at £155k. Kai Petersen will send the source list and asked that the diagram show where data is processed, as the CFO will ask.
2 Feb 2026 Invitation to our Revenue leaders roundtable in LondonAlice Brewer invites Natasha Greaves, a client manager, to an in-person Revenue leaders roundtable in London on 24 Feb 2026. Promotional; no customer response in the thread.
2 Feb 2026 Invitation: Revenue leaders roundtable in LondonAlice Brewer invites Ruud Verhoeven, Financial Director, to an in-person roundtable in London on 24 Feb 2026. Marketing invitation; no customer response in the thread.
2 Feb 2026 Invoice INV-028-0002Billing thread: Rachel Dunmore sent invoice INV-028-0002 for the Starter subscription, £22k net with no VAT, due 4 Mar 2026, and noted the contract is co-termed to 31 Jan 2027. No customer response in the thread.
2 Feb 2026 Next steps on the expansion order formTom Ashdown recapped the £1,216 expansion order form, aiming for signature by 9 Feb 2026. Karin Sjöberg agreed the date is feasible but did not want to rush the last step; signatory and invoicing details are pending.
2 Feb 2026 Invoice INV-010-0002 from BB-DemoRachel Dunmore sent Lorena Diaz invoice INV-010-0002 on 2 Feb 2026: £50k net for the Growth annual subscription, due 4 Mar 2026. She again asked for the PO number and paying entity. There is no customer response in the thread.
4 Feb 2026 Introduction: your Calderbrook account at BB-DemoAmara Obi introduced herself as third CSM. Craig Oduya replied that the platform is being reviewed and built in-house on Microsoft, that he will not discuss renewal, and asked for a written exit position.
2 Feb 2026 Renewal: notice of non-renewalDouglas Baird, COO, gave notice that Lornefield will not renew when the term ends on 2 Apr 2026, because its administration businesses are to standardise on Signalvane. He said it was not a judgement on the brain or the service.
2 Feb 2026 Scheduling the onboarding sessionSanne Bakker accepted Wednesday at 10:00 for onboarding but said refresh was again not complete at 07:00. She wants that explained in the session, not only the connector walkthrough.
2 Feb 2026 Getting a check-in in the diaryOn 2 Feb 2026 Marcus Bell asked for a check-in before the renewal conversation. Liam Doherty agreed, asked for the usage numbers first and asked again to get the depots on it properly.
31 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Lauren Pilkington and her consultants to a BB-Demo webinar on 19 Feb 2026. Event marketing only; there is no customer response in the thread.
2 Feb 2026 Contract renewalMarcus Bell opened the Starter renewal at £20k ahead of the 30 April 2026 contract end. CFO Clive Wardle agreed to talk, and a call was set for the following Tuesday morning. No price reaction yet.
30 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Fleur Jansen, Information Security Officer, to the BB-Demo webinar on Thu 19 Feb 2026. Marketing outreach only; no customer response in the thread.
4 Feb 2026 Training session for the account management teamHamza Akhtar and Priti Varma agreed on 4 Feb 2026 to a hands-on session on a mixed cars and vans client, with most of the team attending and a couple of service desk staff for the second half. Numbers and the date are not yet fixed.
2 Feb 2026 Proposal for Bayard LaneJordan Pike sent the proposal. CFO Elliot Rosen said they are keen and asked how pricing works if they expand. Jordan deferred expansion to the renewal conversation and offered a call.
5 Feb 2026 Scheduling the proposal walkthroughJordan Pike is arranging a live proposal walkthrough with Caitlin Mercer. She prefers Wednesday afternoon, wants the signer on the call and asks what signal is needed to hold the target date. Mostly scheduling.
30 Jan 2026 Grisedale renewal: notice and next stepsMarcus Bell gave Stuart Haworth formal renewal notice on 30 Jan 2026. The term runs to 30 Apr 2026; the open renewal is for Growth at £48k total deal value. No customer response in the thread.
30 Jan 2026 Revenue leaders roundtableEvent invitation: Alice Brewer invited Emma Haworth to the revenue leaders roundtable in London on 24 Feb 2026. There is no customer response in the thread.
30 Jan 2026 Renewal notice: Brannock Medical SuppliesMarcus Bell sent Andrew Pickering formal renewal notice for the Growth subscription, term ending 30 Apr 2026. No customer response in the thread. Price discussion is left to Priya Raman.
3 Feb 2026 Last day at LornefieldImogen Hartley, Head of Data, wrote on her last day to thank BB-Demo and praise what the brain enabled. She named Craig Paterson for connectors and did not say who will own the relationship. Daniel replied warmly.
5 Feb 2026 Growth tier proposal - commercial termsJordan Pike proposed Growth at £62k total for implementation and first year, with 40 users and 8 connectors. Angela Kowalski asked whether they could start with 30 users. Jordan said yes and pressed for signature.
29 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Nikhil Rao to a BB-Demo webinar on Thursday 19 February 2026 about keeping the brain fresh and governed in the customer's own Snowflake account. A marketing invitation; no customer response.
29 Jan 2026 Follow-up from our QBR conversationDaniel Okafor's written follow-up to the QBR call. Weekly users are below the 40 licensed users, some teams have gone back to old habits, and connectors are steady. There is no customer response in the thread.
29 Jan 2026 Demo schedulingJordan Pike chased Rhonda Stierwalt on 28 Jan 2026 to schedule the demo. She said next week works and Dwayne is in the loop. Jordan offered Wednesday or Thursday morning; no time is confirmed.
29 Jan 2026 Follow-up from our reviewAfter the review, Elena Novak confirmed rising adoption and no open tickets. Managing Director Cian O'Leary was satisfied, asked what is in it for consultants, and wants Lewis Kerr to bring a number at renewal.
29 Jan 2026 Hartside Student Living: follow-up on the proposalLewis sends the Growth proposal at £57k plus VAT, including implementation. James Whitworth asks for the implementation fee split from the subscription and wants to see the order form itself before discussing further.
2 Feb 2026 Following up on your support ticketBethan Lister checked a support ticket with Femi Olatunji after a change on BB-Demo's side. Femi replied on 2 Feb 2026 that the check now shows no errors and the ticket can be closed.
28 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 February 2026Alice Brewer invited Samuel Adeyemi, the CISO, to a customer webinar on Thursday 19 February 2026. It is a marketing invitation with no customer response in the thread.
29 Jan 2026 Scheduling: check-inMarcus Bell reported usage jumping since the move to Enterprise and no tickets that month, and proposed a check-in. Graeme Charlton agreed and asked what the wider rollout is returning before he reports to the board.
29 Jan 2026 Scheduling our discussionScheduling thread: Lewis Kerr asked Gustav, the Chief Financial Officer, for a call on renewal terms and user expansion options. Gustav accepted Friday at 14:00.
30 Jan 2026 Onboarding sessions: scheduling the next oneOn 28 Jan 2026 Gemma Holt asked whether customer service can use the brain and what it would cost. Hamza Akhtar said the 40 Growth licences may cover them and promised to check seat use.
2 Feb 2026 Board-pack figures not matching the housing systemHelen Marsden escalated that repairs and arrears figures do not match the housing system. A promised update did not reach her. Esther Quaye apologised, named Dominic Hale as ticket owner and offered a call.
30 Jan 2026 Training session for the account managersHamza Akhtar proposed training for the account managers on 27 Jan 2026. Priti Varma replied on 30 Jan 2026 with Tuesday or Thursday mornings, by video, and a clear pain point: chasing invoice queries and fleet status across systems.
27 Jan 2026 Notes from our check-inDaniel Okafor's note after a 27 Jan 2026 call with Saskia Mendes: directors who use the brain still find value, but wider team usage has softened. He proposes a usage review and a directors' guide. No customer reply in the thread.
27 Jan 2026 Invitation: BB-Demo webinar on Thursday 19 Feb 2026Logistical marketing invitation from Alice Brewer to Graham Rowntree, CFO, for the 19 Feb 2026 webinar on a single view across systems. No customer reply in the thread.
2 Feb 2026 Calderbrook QBR: notes and next stepsAfter the QBR call, Daniel Okafor recorded that repairs figures are double-counted since the housing-system upgrade. Paul Rigby sent job references, said it recurred and that he checks the dashboard by hand. No cause is yet given.
27 Jan 2026 Scheduling the demo on your own dataMatteo Ricci asked Christina Möller for demo dates. She agreed to next week, in the morning, asked for a written agenda and will bring Kai Petersen. She proposed starting with service tickets and the contract list.
26 Jan 2026 Webinar invitation: how the brain handles securityMarketing invited Andrea Neumann to a general BB-Demo webinar on how the brain runs in the customer's Snowflake account. It is not a security review. There is no customer response in the thread.
27 Jan 2026 Data tools review: connections, data location and annual costKwame Asante, CTO, is reviewing every data tool and asked in writing for connections, data location and annual cost. Daniel Okafor answered £44k on Growth with 40 licensed users; Kwame will set that against a build-versus-buy case.
29 Jan 2026 Activity drop in your accountOlivia Grant asked why user numbers fell. CRM Administrator Ravi Riley said a couple of people left in January and everything else seems fine. Olivia's follow-up on whether the system works for remaining users has no reply in the thread.
23 Jan 2026 Invoice INV-179-0001Rachel Dunmore sent Kerryn Mibus invoice INV-179-0001 for £6,000, the Starter implementation fee, due 22 Feb 2026 on net 30 days. A billing notice only, with no customer response in the thread.
23 Jan 2026 Invoice INV-160-0001Rachel Dunmore sent invoice INV-160-0001 for £12k, due 22 Feb 2026, and asked Marloes de Vries for a PO number and expected payment date. This is a billing thread with no customer response.
23 Jan 2026 Discovery callJordan Pike asked Brianna Ocampo for a discovery session. She replied the same day that next week works and proposed Tuesday morning. Scheduling only; no commercial content.
27 Jan 2026 BB-Demo check-in callLogistical thread: Elena Novak asked Rebecca Oakes for a check-in call, Rebecca proposed Thursday morning, and Elena confirmed with an invite to follow. No commercial content.
29 Jan 2026 Scheduling a discovery callJordan Pike asked Ben Kowalski for a discovery call. Ben said it is exactly the gap, with client-services teams in spreadsheets, but would only socialise it with security. Jordan then moved the call to early the following week.
22 Jan 2026 Invoice, INV-171-0003Rachel Dunmore sent Jean Benson invoice INV-171-0003 for £20k net (£23k including VAT) for the Starter renewal, due 21 Feb 2026. Billing correspondence only; there is no customer response in the thread.
23 Jan 2026 Check-in call: finding a timeDaniel Okafor flagged lower daily use than last quarter. Siân Pritchard suspects a wider group dipped in and went back to spreadsheets, and asked for a breakdown by team and person before the call.
22 Jan 2026 Your BB-Demo renewal, contract renewal in AprilEsther Quaye wrote to CFO Vikram Sethi on 22 Jan 2026 about the renewal of a contract ending 22 Apr 2026 and asked for a call. There is no customer response in the thread.
26 Jan 2026 Setting a date for the Calderbrook QBRHelen Marsden agreed a QBR date and said her team is using the brain less because they no longer trust some of its figures. She wants the agenda to cover which figures differ and why, and what is expected until 1 Sep 2026.
22 Jan 2026 Following up on the brain demoMonique Fairley replied the day after Jordan Pike's follow-up: she and Elliot both thought the approach made sense, and she asked for a call with the full team to talk through how it would work.
29 Jan 2026 Follow-up from the QBRAfter the QBR, Daniel Okafor recapped usage and owners. Philippa Gore, the COO, asked about the regulatory angle on admin cover and wants the renewal timetable in writing with a name against each action.
21 Jan 2026 Invoice INV-078-0001 for Brenneck PayBilling thread: Rachel Dunmore sent Dennis Wolter invoice INV-078-0001 for £12k net, issued 21 Jan 2026 and due 20 Feb 2026, and asked for a PO number. There is no customer response in the thread.
23 Jan 2026 Setting up the next check-inDaniel Okafor says usage has dipped further. Saskia Mendes admits adoption is not where she wants it, agrees to a small director session and asks to cover the July renewal and have something to show before it.
21 Jan 2026 Order form for your signatureLewis Kerr sent Grant Mattner the Starter implementation order form at a £28k fixed fee. Grant said the terms looked good and promised the signed copy by end of week. The signed copy is not in the thread.
20 Jan 2026 Timing for commercial discussionJordan Pike asked Gerald Szabo for a call to walk through the Growth proposal terms. Gerald replied the same day, happy to talk on Wednesday or Thursday afternoon. The thread is logistical.
23 Jan 2026 Renewal order formPriya Raman sent a renewal order form at £20k on the same Starter terms. On 23 Jan 2026 Colin Airey said Tarnbeck was happy to go ahead and would return it signed that week. The signed copy is not in the thread.
22 Jan 2026 Order form for your signaturePieter de Groot, CFO, would not sign the Growth order form until he understood the £60k and quarterly invoicing. Sophie Ling explained the figure is total deal value and promised quarterly wording in the order form.
22 Jan 2026 Proposal walkthrough: finding a timeLogistical thread: Lewis Kerr asks for a 30-minute proposal walkthrough with Bethany Cole and James. Bethany agrees in principle and pencils in Thursday. Lewis's last message has no customer reply to it.
21 Jan 2026 Onboarding check-in and next stepsHamza Akhtar flagged on 20 Jan 2026 that only a handful use the brain against 40 licences. Gemma Holt said account managers are waiting for her go-ahead, and a Friday 14:00 session was agreed.
20 Jan 2026 Calderbrook: time to talk this weekDaniel Okafor raised two high-priority tickets and falling weekly users with Helen Marsden. She confirmed the arrears figures do not reconcile and hinted at a wider tooling discussion her team did not start.
20 Jan 2026 Proposal discussionMatteo Ricci offered to walk Els Van Damme through a proposal. She chose Thursday and he set 10:00 GMT. The thread is logistical and shows no view on the proposal itself.
19 Jan 2026 Onboarding sessions: timingLogistical scheduling thread: Laura Penhaligon offered afternoons for onboarding sessions and Tyler Brookes chose Wednesday at 14:00. Sessions cover asking questions and building a first dashboard.
19 Jan 2026 Follow-up from the demoAfter the demo, Jordan Pike set a close target of 18 Mar 2026 on a Growth proposal of £62k including implementation. Tyrell Haynes asked for helpdesk and usage connected first and left commercial terms to Caitlin Mercer.
20 Jan 2026 Proposal for reviewLewis Kerr sent the Starter proposal at £26k including implementation and first-year subscription. Gustav Åberg replied the next day that he and Sara Forsberg are satisfied and can sign and return the order form.
19 Jan 2026 Invoice INV-028-0001Billing thread: Rachel Dunmore sent Marie Wouters invoice INV-028-0001 for the implementation, £6,000 net with no VAT, due 18 Feb 2026, and asked for a PO number. There is no customer response in the thread.
19 Jan 2026 Invoice INV-010-0001 from BB-DemoRachel Dunmore sent Lorena Diaz invoice INV-010-0001 for £12k net on 19 Jan 2026, due 18 Feb 2026. She asked for the PO number and a check of the paying entity. There is no customer response in the thread.
16 Jan 2026 Kickoff notes and next stepsLaura Penhaligon recapped the 16 Jan 2026 kickoff: call system and Salesforce first, then helpdesk and accounting data. Spencer Gaunt agreed and will have Tyler Brookes start the access setup.
20 Jan 2026 Following up on our discovery conversationAfter discovery, Jordan Pike proposed the Growth tier at a working deal value of £62k, total including implementation. COO Gregory Hasselbeck made any move conditional on privacy and security approval and committed to nothing.
21 Jan 2026 Order form for signatureSophie Ling sent the Growth order form on 16 Jan 2026. Matthias Ebner replied that he will not sign until security and procurement confirm in writing and that 20 Jan 2026 is not agreed. Her 21 Jan 2026 follow-up has no reply in the thread.
23 Jan 2026 Finding a time to talk about the renewalDaniel Okafor flagged fewer logins across the 200 licensed users and asked for time on the renewal. CFO Malcolm Ridgway wants the comparison base, what BB-Demo has done for debtor days and credit control, and the renewal cost in writing first.
16 Jan 2026 Wexmoor order confirmed and startDana Whitaker confirmed Tyler Brooks signed the order form on 2026-01-16. Jordan Pike confirmed receipt and a start on the first Monday in February. Logistical confirmation, with a housekeeping request on the paying entity and PO number.
16 Jan 2026 Introduction and a check-inAmara Obi introduces herself to Commercial Director Craig Ashwell and raises low usage. Craig admits teams went back to spreadsheets and sets a test: one place for projects, variations and invoices. A session is agreed.
14 Jan 2026 Payment reminder: invoice INV-155-0007Billing thread: Rachel Dunmore sends a second reminder to credit controller Debbie Rowntree for invoice INV-155-0007, £13k gross, due 24 Dec 2025. There is no customer response in the thread.
14 Jan 2026 Next onboarding session and what to have readyLogistical onboarding note from Hamza Akhtar to Kofi Asamoah on 14 Jan 2026. The leasing system connector is loading, duplicate clients await Kofi's master list, and two sources are proposed next. No customer response in the thread.
15 Jan 2026 Scheduling your demoJordan Pike offered demo slots to Caitlin Mercer on 14 Jan 2026. She chose Tuesday at 11:00 Eastern, said she will not buy without a second sign-off person, and asked for a renewal risk signal on a dashboard.
20 Jan 2026 Order form ready for signatureLewis Kerr sent Maelbeek Assurances an order form at £28k for year one. Chief Executive Elise Claes said it looked good but needs legal sign-off before execution. The thread shows no executed copy.
16 Jan 2026 Order form ready for signatureJordan Pike sent Tyler Brooks the Growth order form at £62k total. Tyler asked only whether anything was open or it was just a signature, and said he did not want the detail. Jordan told him nothing is open.
14 Jan 2026 Account manager training slotHamza Akhtar proposed hands-on training for account managers using Harrowden Foods' own retailer accounts. Gemma Holt chose Tuesday at ten and asked that the customer service lead sit in to listen.
12 Jan 2026 Invoice for your Enterprise subscriptionRachel Dunmore sent Gavin Rudd invoice INV-084-0004 for the Enterprise subscription: net £25k, VAT £4,950, gross £30k, due 11 Feb 2026. Billing only; there is no customer response in the thread.
12 Jan 2026 Invoice INV-084-0005Rachel Dunmore sent Gavin Rudd invoice INV-084-0005 for the expansion order form: net £1,962, VAT £392, gross £2,354, due 11 Feb 2026. Billing only; there is no customer response in the thread.
14 Jan 2026 Check-in notes and next stepsDaniel Okafor's notes record fewer underwriters asking questions and distrust of the bordereaux view. Callum Reid wants a date for the refresh diagnosis, agrees a short underwriter session, and says commercial matters sit with someone else.
11 Jan 2026 Invitation: BB-Demo webinar on Thursday 15 January 2026Marketing invitation from Alice Brewer to Kirsteen Boyd for the BB-Demo webinar on Thu 15 Jan 2026. No customer response in the thread. Not a commercial thread.
12 Jan 2026 Setting up a check-inMarcus Bell asks for a check-in because usage has dipped. Craig Ashwell blames a busy period, asks what the call is for and wants it practical. Marcus offers a live demo on Thursday at 14:00 or Wednesday morning.
12 Jan 2026 Your Harcastle renewal noticeMarcus Bell sent the formal Growth renewal notice at £40k contracted and £44k as the deal amount. Andrew Sugden queried the gap and the 17 Mar 2026 date, and Marcus passed the pricing breakdown to Lewis Kerr.
9 Jan 2026 Join us: Free webinar on data valueAlice Brewer invited Tracey Bainbridge to a BB-Demo webinar on 15 Jan 2026 about measuring the value of data initiatives. This is a marketing invitation and there is no customer response in the thread.
13 Jan 2026 Training session schedulingLaura Penhaligon and Joost van der Linden fix a half-day training session for account managers on a Thursday morning. Joost asked for an agenda to show his manager. Largely logistical.
13 Jan 2026 Scheduling our discovery callLogistical thread to book the discovery call. Danielle Okonkwo, VP Referral Relations, proposed Thursday at 10:00 Central with two liaisons. She cited a field example of scattered referrer history and asked for no patient details by email.
14 Jan 2026 Follow-up, Sandbox environmentAfter a ticket about sandbox access, Olivia Grant explained Sandbox is not on Starter and floated an Enterprise upgrade. Shannon Lockwood said they probably don't need it now, and the ticket was closed.
7 Jan 2026 Wellbrook, check-inOn 7 Jan 2026 Marcus Bell told Anita Mistry that active users had fallen over recent months and asked for a call. Anita agreed and said there had been changes on the customer side, without saying what.
7 Jan 2026 Invoice INV-168-0002Logistical billing thread: Rachel Dunmore sent Sandra Neale the Starter annual subscription invoice, £21k net and £25k total, due 6 Feb 2026, for the term from 7 Jan 2026. No customer response in the thread.
8 Jan 2026 Second demo: resident services sessionLewis Kerr proposes a second demo for resident services and reporting. Bethany Cole agrees to Thursday at 10:00, will bring Zainab and Sana plus a regional manager, and wants to see a resident ticket linked to a nomination agreement.
9 Jan 2026 Renewal conversation: finding a timeMarcus Bell opened the renewal with CFO Andrew Sugden, who agreed a call but wants the headline value and reach first. He will not sign without a written business case and has already heard that adoption is lower than hoped.
7 Jan 2026 Invoice INV-099-0002Billing thread: Rachel Dunmore raised invoice INV-099-0002 to Anja Pohl for the annual subscription, 7 Jan 2026 to 6 Jan 2027, £48k, due 6 Feb 2026, and asked for the PO. No customer response in the thread.
9 Jan 2026 Expansion order form for signatureSophie Ling asked Philippa Gore to sign the £1,962 expansion order form. Philippa says it is what was discussed but needs one more internal sign-off; the thread does not show it signed.
7 Jan 2026 Onboarding session: getting the account managers startedGemma Holt agreed a Thursday afternoon onboarding session and asked whether customer service could join the brain and what it would cost. Hamza Akhtar said it should sit inside the 40 licensed users.
7 Jan 2026 Demo scheduledLogistical thread: Matteo Ricci proposed demo slots and Miriam Theisen chose Wednesday at 11:00. She will bring the Head of IT and prepared test questions. Hannah Lowe will cover security controls.
6 Jan 2026 Invitation: BB-Demo webinar on Thursday 15 Jan 2026Alice Brewer invites Abi Coombes, the Systems Administrator, to a webinar on 15 Jan 2026, notes the team's time with BB-Demo has finished and asks for feedback. No customer response in the thread.
8 Jan 2026 Expansion order form for reviewSophie Ling sent an expansion order form worth £1,962 under the existing agreement to Philippa Gore, Clara Hoskins and Gavin Rudd. Procurement asked for no new terms and an unchanged 9 Jul 2026 end date; Sophie confirmed both.
6 Jan 2026 Finding a time for a check-inCallum Reid accepted Daniel Okafor's check-in and set a pointed agenda: why dashboards are used less, the bordereaux view his team does not trust at 07:00, and getting underwriters back before the next capacity-provider round.
5 Jan 2026 Follow-up from the demo and next stepsAfter the demo, Lewis Kerr restates the £57k Growth proposal plus VAT. Sana Rahman asks about nightly refresh timing and who would administer the brain alongside her day job.
5 Jan 2026 Follow-up from our QBR conversationMarcus Bell writes up the QBR for Craig Ashwell, Valerie Okon and Sunil Kapoor: few regular users on a 40-user Growth contract, work back in spreadsheets, and actions for each. No customer reply in the thread.
7 Jan 2026 Onboarding sessions: scheduling the next twoHamza Akhtar offered two sessions, on the leasing system and on the service desk and invoices. Kofi Asamoah took Thursday afternoon for the first, deferred the second, and held off changing mappings until the master list is agreed.
5 Jan 2026 Invoice INV-009-0002 for your Growth subscriptionLogistical billing thread: Rachel Dunmore sent invoice INV-009-0002 on 5 Jan 2026 for the annual Growth subscription, £50k net (£60k gross), due 4 Feb 2026. There is no customer response in the thread.
5 Jan 2026 Price letter and the January renewalRob Ellery says he has not read the new list price note properly and asks in plain terms what Hollins Tarrant would pay at the January renewal and what extra it would be buying. He will not decide without Jenna Price.
5 Jan 2026 Invoice INV-003-0002Logistical billing thread: Rachel Dunmore sent invoice INV-003-0002 for £12k on 5 Jan 2026 for the Growth subscription term, due 4 Feb 2026. There is no customer response in the thread.
5 Jan 2026 Following up on the QBROn 5 Jan 2026 Marcus Bell reported active users well under 40 and lower than last quarter, with no tickets. Aisha Rahman will send a list of logins, has not checked why usage is down, and leaves the renewal to Liam.
5 Jan 2026 Price change notice and our renewalOn 5 Jan 2026 Liam Doherty, Head of Revenue Operations, asked for written confirmation of what changes at the first renewal and whether 40 users and connectors stay. He also said usage has dipped. No BB-Demo reply is in the thread.
4 Jan 2026 Invitation: BB-Demo webinar on 15 Jan 2026Marketing invited Lindqvarn Retail's CISO to the 15 Jan 2026 BB-Demo webinar. Purely an event invitation; no customer response in the thread.
2 Jan 2026 Finding a time to talk about the renewalLogistical thread: Amara Obi and Steven Holroyd agree a Tuesday morning call, not before 09:00, to go through the renewal. Steven asks for usage figures showing who is using the brain.
7 Jan 2026 Your BB-Demo renewal and how the brain is being usedAmara Obi gave Steven Holroyd, Finance Director, renewal notice for the Growth subscription (£44k, 40 users, ends 3 Apr 2026) and flagged a usage dip. Steven wants to know who uses it and what it saves.
2 Jan 2026 Invoice INV-024-0005Rachel Dunmore sent Wouter Kok invoice INV-024-0005 for the Growth quarterly instalment, £11k due 1 Feb 2026. Logistical billing thread with no customer response.
12 Jan 2026 Renewal notice for the Growth subscriptionDaniel Okafor gave formal notice of the Growth renewal. COO Douglas Baird replied that the group must agree renewals and he could not commit. The renewal was left open while the group review progressed.
1 Jan 2026 Invitation: BB-Demo webinar on Thursday 15 Jan 2026Marketing invitation: Alice Brewer invited Matt Colenso to the 15 Jan 2026 webinar. No customer response in the thread, so the evidence does not show any interest.
5 Jan 2026 Next steps on the Growth proposalMatteo restates the £60k total, which includes implementation, and a 22 Jan 2026 working date for signature. Eline says merchant success and risk are aligned but budget and wording rest with Pieter, and asks for the order form draft.
31 Dec 2025 Invoice INV-155-0007: payment reminderRachel Dunmore chases Debbie Rowntree on invoice INV-155-0007 for the Growth subscription: £13k gross, due 24 Dec 2025 and unpaid in the ledger on 31 Dec 2025. There is no customer response in the thread.
31 Dec 2025 Your Growth subscription renewalMarcus Bell gave Marloes Hendriks formal notice of the Growth renewal on 31 Mar 2026, covering 40 licensed users at £44k a year, and said day-to-day use has dipped. No customer response in the thread.
5 Jan 2026 Scheduling: onboarding sessionsLogistical thread: Laura Penhaligon and Oliver Kirkby agreed a 14:00 slot for onboarding sessions covering connector setup and interface training. No concerns were raised.
2 Jan 2026 Renewal notice, contract ending 31 Mar 2026Esther Quaye flagged quieter usage ahead of the 31 Mar 2026 renewal. Emma Croft replied that the firm has changed structure and asked for the renewal terms.
2 Jan 2026 Demo follow-up, Kronfeld AssekuranzAfter the demo, Stefanie Lange shared the recording with colleagues, raised a few technical questions and asked for a call in early January. Matteo Ricci agreed to send slots and bring Hannah Lowe in.
30 Dec 2025 Notes from our check-inElena Novak's written notes of the 30 Dec 2025 check-in with Deirdre Barry: usage rising, one ticket resolved, 15 Starter licences enough for now, and a records question still to be answered.
30 Dec 2025 Follow-up from our QBR conversationAfter the QBR call, Daniel Okafor told Siân Pritchard and Nikhil Rao that active use has dipped against 180 licensed users, and copied Tom Ashdown ahead of the 9 Jan 2026 term end. No customer reply in the thread.
30 Dec 2025 Check-in after the new yearMarcus Bell flagged lower usage and a small group asking questions on the 40-user Growth account. Nicola Brearley replied the same day, blamed a quiet fortnight and asked for a team session and usage by person.
31 Dec 2025 Onboarding session in the new yearBas Kuijpers replies with priorities: delivery complaints and credit queries first, southern Netherlands account managers as the first user group, and a first Tuesday or Wednesday session. Names to follow after the holiday.
30 Dec 2025 Following up on our negotiation discussionAfter a negotiation call, Matteo Ricci summarised the Growth proposal. Henrik Lorenz, Head of Procurement, confirmed the notes but wants the questionnaire, exit plan and draft order form together and treats 20 Jan 2026 as a target only.
30 Dec 2025 Check-in notes and a few things to look atDaniel Okafor sends notes after a call: monthly users fell over the last quarter, well below the 40 licensed, with no open tickets. He proposes a director working session. No customer response in the thread.
31 Dec 2025 Notes from our check-inDaniel Okafor's notes show daily use down against 200 licensed users, with no weighty tickets. Deepa Chauhan said she is concerned too and wants to see where the drop sits before the 27 Feb 2026 term end.
31 Dec 2025 Proposal reviewLogistical thread: Tom Ashdown asked to walk Hugh Fenton through a proposal, and Hugh offered Monday next week at 14:00. No commercial content or objection.
2 Jan 2026 Finding a time to talk about the renewalDaniel Okafor asked Douglas Baird for renewal time before the term ends on 2 Apr 2026. Douglas said the group's position is not settled and made no commitment, but welcomed a conversation.
29 Dec 2025 Invoice INV-176-0002Rachel Dunmore sent Karin Vossen invoice INV-176-0002 for the first subscription payment: net £12k, due 28 Jan 2026, covering 40 users on the Growth plan. There is no customer response in the thread.
29 Dec 2025 Invoice INV-168-0001Logistical billing thread: Rachel Dunmore sent Sandra Neale the implementation invoice, £6,000 net and £7,200 total, due 28 Jan 2026. There is no customer response in the thread.
29 Dec 2025 Getting a demo date in the diaryLogistical thread: Lewis Kerr proposes a demo on Hartside's own data in the first full week of the new year and asks for days and attendees. There is no customer response in the thread.
30 Dec 2025 Getting your next QBR in the diaryMarcus Bell asks for a QBR after a usage dip across 40 licensed users. Craig Ashwell accepts, admits the team went back to spreadsheets in the year-end rush, and asks for Sunil on the call.
29 Dec 2025 Invoice INV-154-0006Rachel Dunmore sent Mandy Gasson invoice INV-154-0006, net £30k and gross £36k, due 28 Jan 2026. It was unpaid and not overdue when sent. There is no customer response in the thread.
29 Dec 2025 Onboarding: planning the user sessionsHamza Akhtar proposed separate sessions for account managers, the driver service desk and remarketing. Kofi Asamoah agreed, suggested a first person in each group, and asked to start the week after the first week back.
29 Dec 2025 BB-Demo webinar, data and operationsAlice Brewer invited Miriam Theisen to a BB-Demo webinar on Thursday 15 January 2026 about brokers using data to simplify operations. There is no customer response in the thread. Marketing invitation only.
29 Dec 2025 Invoice INV-099-0001Billing thread: Rachel Dunmore raised invoice INV-099-0001 to Anja Pohl for Kesselfeld's implementation, £12k, due 28 Jan 2026, and asked for the PO number. There is no customer response in the thread.
29 Dec 2025 Scheduling the commercial conversationSophie Ling asked Vellacott's COO for a January slot on the Enterprise contract. Philippa Gore wants procurement and finance on the call and asked what the 150 licensed users are costing the company.
29 Dec 2025 Check-in notesMarcus Bell's 29 Dec 2025 notes say fewer of Brannock's 40 licensed users are logging in and the wider team has gone quiet. Helen Varley has not replied in the thread.
29 Dec 2025 Invitation to a BB-Demo webinarAlice Brewer invited depot account manager Dean Hargreaves to the 15 Jan 2026 customer webinar and asked what gets in the way, citing fewer people opening the account view. There is no customer response in the thread.
26 Dec 2025 Invitation: BB-Demo webinar on Thursday 15 January 2026Alice Brewer invited Tariq Saleem to the BB-Demo webinar on Thursday 15 January 2026. This is a marketing invitation with no customer response in the thread.
25 Dec 2025 Invitation: BB-Demo webinar, Thursday 15 January 2026Marketing invitation: Alice Brewer invited Phil Royston to the BB-Demo webinar on Thursday 15 January 2026 and asked him to pass it on. There is no customer response in the thread. Logistical, so neutral.
24 Dec 2025 Finding a time to talk through the commercial termsMatteo asks Pieter for a call on commercial terms. Pieter agrees to one in the first week back but will decide nothing on it. He wants the yearly cost, outsourcing governance and regulator material in writing first.
24 Dec 2025 Onboarding: next session before the breakHamza Akhtar reported the client list mapping agreed and first loads running, with only Kofi Asamoah logging in out of 40 licensed users on Growth. Kofi agreed to a January session and to bringing account managers in.
31 Dec 2025 Demo schedulingMatteo Ricci asked Miriam Theisen for a product demo. She said the following week was too tight and proposed the week after. Matteo agreed to send three January dates and asked for read-only Salesforce access. Scheduling thread, no commercial terms.
29 Dec 2025 Renewal conversation for BrakkevoortMarcus Bell asked CFO Marloes Hendriks for a renewal conversation before the Growth term ends on 31 Mar 2026. She offered the second week of January and asked for contract terms and the invoice schedule first.
31 Dec 2025 Kickoff call: getting a date in the diaryAmara Obi, the Customer Success Manager, asks Gemma Holt for kickoff call dates. Gemma proposes the week after the first full week of the new year, Tuesday or Thursday mornings, and names account managers then customer service as priorities.
24 Dec 2025 Finding a time for your QBRMarcus Bell proposed an early quarterly review. Liam Doherty accepted a Thursday afternoon and asked to get the depots on the brain properly, saying usage is a small group. Marcus set 14:00 and put the rollout first.
23 Dec 2025 Invitation: BB-Demo webinar in JanuaryMarketing invitation to a BB-Demo webinar on 15 Jan 2026 for a senior consultant. Logistical outreach only, with no customer response in the thread.
23 Dec 2025 Onboarding sessions over the holidaysLaura Penhaligon proposes leaving the helpdesk connector and installer account grouping until the new year and asks Bas Kuijpers for a January session day. Logistical thread with no customer response in it.
23 Dec 2025 Invoice INV-083-0004Rachel Dunmore sent invoice INV-083-0004 for £119k net, £143k gross, due 22 Jan 2026. Purely a billing thread; there is no customer response in the thread.
23 Dec 2025 Security review and the upgrade timetableNadia Osei told Priya Raman that security sign-off will land in the new year, with three conditions. Priya committed to written evidence, a residency statement in the document and a refreshed submission early in the first week back.
23 Dec 2025 Demo follow-upJordan Pike sent the Growth tier proposal after the demo on 22 Dec 2025 and asked for a contract walk-through with Gerald. Brittany Hayes replied that they would review with Gerald and respond early in the new year.
24 Dec 2025 Order form ready for youTom Ashdown sent Janice Haddon the Starter order form on 22 Dec 2025. She said she would review it with finance. There is no customer response after that, and no signature is shown in the thread.
23 Dec 2025 Order form for signatureTom Ashdown sent Florian Becker the Growth order form with a six-week implementation and go-live by year-end. Florian said it looks good and promised it back after finance review. Signature is not shown.
29 Dec 2025 Finding a time for our check-inDaniel Okafor asks for an informal check-in; Saskia Mendes replies a week later, agrees and picks early January. Logistical, with a repeated ask to make the brain simpler for directors.
24 Dec 2025 Training follow-up and next sessionLaura Penhaligon asked whether a second, claims-focused training session should happen before the break. Cian Farrell said it should wait until the second week of January, and that use so far is mainly him and a couple of others.
22 Dec 2025 Invoice INV-004-0004 for the Starter renewalLogistical billing thread: Rachel Dunmore sent invoice INV-004-0004 for the Starter renewal term and asked Claire Haddon for a PO number. There is no customer response in the thread.
21 Dec 2025 Invitation: BB-Demo webinar on Thursday 15 January 2026Marketing invitation from Alice Brewer to Lindsey Ward, a credit controller, for a BB-Demo webinar on 15 Jan 2026. Purely promotional; no customer response in the thread.
19 Dec 2025 Scheduling a check-inElena Novak proposed an early-new-year check-in with Deirdre Barry on usage, the support ticket and connector changes. Deirdre agreed and has questions from consultants to send ahead.
29 Dec 2025 December check-in: usage trends and next stepsMarcus Bell reported 4 active users on average, up 56% on the prior quarter. Sanne de Wit replied that the team wants to discuss rolling out to more of the team after the holidays. Early January call to be booked.
24 Dec 2025 Finding time for our next check-inDaniel Okafor asked Deepa Chauhan for a check-in before the term ends on 27 Feb 2026. Deepa agreed for the first full week back and asked for Tariq and credit control to join.
23 Dec 2025 Salesforce connector syncOlivia Grant traced a Salesforce connector sync failure to permissions changed at Skovdal's end. Ida Bech confirmed on 23 Dec 2025 that the permissions were fixed after one chase.
30 Dec 2025 Support follow-up on your recent ticketShane Twomey confirmed on 23 Dec 2025 that the fix BB-Demo made now shows the expected roles, placements and invoice view. Olivia Grant closed the ticket on 30 Dec 2025.
22 Dec 2025 Scheduling our QBRDaniel Okafor asked for a QBR slot before the term ends on 9 Jan 2026. Siân Pritchard agreed but wants questions-asked data by team first, because she could not evidence time saved when asked.
19 Dec 2025 Order form for signatureLewis Kerr sent the order form moving Kingdon Diagnostics from Growth to Enterprise at a total deal value of £119k. Graeme Charlton said the board approved and asked one question before signing.
22 Dec 2025 Following up on the proposalTom Ashdown named a deal amount of £1,216 for an expansion on the 150-user Enterprise subscription. Mats Eklund asked for written scope, cost, invoicing and next year's effect. Tom promised a breakdown in the new year.
18 Dec 2025 Demo follow-upAfter the 18 Dec 2025 demo, Toby Cowell said the session was useful and that tracking a resident complaint through to legal notice is a manual headache. Hannah Lowe is due to follow up with integration thoughts.
18 Dec 2025 Invoice INV-017-0003Logistical billing email: Rachel Dunmore sent Elliot Lomax invoice INV-017-0003 on 18 Dec 2025, £20k net and £23k total due, payable by 17 Jan 2026. There is no customer response in the thread.
23 Dec 2025 Wexmoor and BB-Demo: where we are after the callJordan Pike set out the Growth proposal at £62k total, including implementation. Dana Whitaker's team is happy with scope but will give a final view in the new year. Lorena Diaz has not yet named the paying entity or PO.
29 Dec 2025 Renewal order form for signatureTom Ashdown sent the Starter renewal order form before the term ended on 3 Jan 2026. Rob Ellery had not looked properly, asked if it is the same as last year, and wants to check usage with Jenna before signing. Unsigned in the thread.
18 Dec 2025 Let's schedule our discoveryMatteo Ricci proposed a discovery session after a call; Claire Vasseur agreed to next week and suggested Thursday morning. The thread is scheduling only.
17 Dec 2025 Demo, next week?Logistical sales thread: on 17 Dec 2025 Jordan Pike asked Angela Kowalski for a demo with her team next week. Angela said next week was packed and suggested the week after, Monday or Tuesday morning.
22 Dec 2025 Renewal order form for your signatureTom Ashdown sent the Enterprise renewal order form (180 licensed users). Graham Tovey has no concerns on commercial terms but has not signed: his team is still reviewing and he wants an update on a high priority support ticket first.
17 Dec 2025 Scheduling the commercial discussion for GrowthMatteo Ricci proposed a commercial session on Growth. Matthias Ebner said next week was possible in principle but wants the security documentation and exit plan first, and will not take commercial talks further until they are reviewed.
17 Dec 2025 Check-in call: this afternoon or tomorrowDaniel Okafor asked for a short pre-Christmas check-in. Helen Marsden prefers early in the new year and warns that fewer people may appear in the system, saying this should not be read as a problem with the product.
17 Dec 2025 Invoice INV-003-0001Logistical billing thread: on 17 Dec 2025 Rachel Dunmore sent invoice INV-003-0001 for £12k net, due 16 Jan 2026, and asked for the PO number. There is no customer response in the thread.
15 Dec 2025 Invoice INV-176-0001Rachel Dunmore sent Karin Vossen invoice INV-176-0001 for the Growth implementation: net £12k, due 14 Jan 2026. There is no customer response in the thread.
18 Dec 2025 Getting the next QBR in the diaryMarcus Bell asked to book the next QBR for the Growth plan. Cerys Llewellyn agreed to early January and asked for usage broken down by leisure operator, which her team requested.
15 Dec 2025 Onboarding: finding a time for the source mapping sessionHamza Akhtar proposed a two-hour mapping session for the leasing system and client list. Kofi Asamoah chose Thursday morning and asked which source to export from, since the spreadsheets and leasing system do not always match. Largely logistical.
15 Dec 2025 Invoice INV-081-0004 for your recordsBilling thread: Rachel Dunmore sent Bryony Searle invoice INV-081-0004 for the Growth renewal and asked for a PO number. There is no customer response in the thread.
16 Dec 2025 Check-in before the end of the termBefore the term ended on 31 Dec 2025, COO Simon Ashworth agreed a short check-in but said only a handful of people use the brain against 40 licensed users, and expects no change at renewal.
15 Dec 2025 Invoice INV-009-0001 from BB-DemoLogistical billing thread: Rachel Dunmore sent invoice INV-009-0001 for £12k net (£14k gross) on 15 Dec 2025, due 14 Jan 2026, and asked for a PO number. There is no customer response in the thread.
15 Dec 2025 Finding a time for a first conversationMatteo Ricci asked Christina Möller for a one-hour discovery call. She agreed, offered slots and set a condition: every answer must show its source. Scheduling plus a firm requirement.
12 Dec 2025 Finding a time to talk about the renewalMostly scheduling. Daniel Okafor asked Hamish Crawford for a renewal call; Hamish suggested Tuesday afternoon the following week, around 14:00, and asked to receive the usage summary beforehand.
12 Dec 2025 Contract and termination termsFiona Mackie, Integration Director at Dunmarra Group, is reviewing Lornefield's systems after the acquisition and asked for the contract, renewal date, termination terms and fee. Daniel Okafor promised the executed paperwork.
18 Dec 2025 Order form for signatureJoost Verbeek did not sign the Growth order form by the 16 Dec 2025 target. He wants the connector go-live timeline in writing before it goes to legal. Tom Ashdown promised the sequence the next day.
12 Dec 2025 Following up on our conversationAfter a call the day before Matteo Ricci's 11 Dec 2025 email, CFO Dwayne Kincaid replied on 12 Dec 2025 that he and Rhonda Stierwalt want to move forward. He asked for Enterprise contract terms and pricing for board budget approval.
16 Dec 2025 Follow-up from our discovery conversationAfter the discovery call, the Director of Finance asked for whole-life cost and a framework answer, then said a separate procurement process was needed, no date could be promised and there were other priorities this year.
12 Dec 2025 Training session for the Clonvara teamCian Farrell chose Wednesday at 10:00 for hands-on training with four or five underwriters and claims colleagues. Laura Penhaligon will use their own policy queries as examples.
11 Dec 2025 Order form, please sign and returnTom Ashdown sent Quaystead's renewal order form on 11 Dec 2025: same terms, one year at £20k. Managing Director Asif Nuttall replied within minutes that finance would sign and return it by end of week.
16 Dec 2025 Finding time to go through commercial termsJordan Pike asked Tyler Brooks for a short call on commercial terms and the order form. Tyler agreed to a short call, offering Thursday at 15:00, but wants only the two of them until he sees where terms land.
12 Dec 2025 Thanks for the demoAfter the demo, Lewis Kerr followed up with Jacinta Hoad and Riley Tran. Riley said the demo was useful and promised thoughts in a week or so. Jacinta did not reply. No commitment is shown.
11 Dec 2025 Order form for signaturePriya Raman sent the order form on 2025-12-10 and Jeroen Coenen, Chief Financial Officer, replied on 2025-12-11 that it looked good and the signed copy was coming back that day. The thread itself holds no executed copy.
11 Dec 2025 Onboarding session with KofiHamza Akhtar asked Kofi Asamoah for a technical onboarding session. Kofi agreed a slot, named the leasing system as the client list master and flagged clients appearing under more than one name. Logistical and technical, no commercial signal.
16 Dec 2025 Time to walk through the proposalSophie Ling arranged a proposal walkthrough with Tomasz Wiśniewski for Tuesday at 10:00. Tomasz will judge operational fit and bring a merchant onboarding colleague, but says commercial terms are Philippa's.
10 Dec 2025 Harrowden Foods: Growth order form ready for signatureOn 10 Dec 2025 Lewis Kerr sent the Growth order form, £62k in total. Rajesh Mistry asked for cost per head, confirmation that the figure is not annual, and proof of usage before he signs.
9 Dec 2025 Kickoff follow-up and next stepsHamza Akhtar summarised the kickoff for Gemma Thorne, Kofi Asamoah and Darren Holloway: Growth tier, forty users, sources to confirm and security questions outstanding. No customer response in the thread.
12 Dec 2025 Follow-up from our reviewAfter the December review call, Hamish Crawford confirmed Daniel Okafor's summary was accurate and asked for usage by team and by person ahead of the renewal. Fiona Drummond and Ailsa Dunlop did not reply in the thread.
9 Dec 2025 Check-in notesMarcus Bell summarised the 9 Dec 2025 check-in: usage up, quiet support, invoices paid. CFO Graeme Charlton asked for renewal paperwork and wants cost and return before it goes to the board.
12 Dec 2025 Scheduling the proposal walkthroughLogistical thread to book a proposal walkthrough. Karin Sjöberg said the teams are happy with the brain and will return with options after consulting colleagues and the stores.
9 Dec 2025 Onboarding planLaura Penhaligon set out the onboarding plan, with work-order tracking as the priority connector live within two weeks. Kirsty Ingham said the timeline suits them and they are ready to go.
10 Dec 2025 Scheduling a discovery conversationPriya Raman arranged a discovery conversation with Alison Mawdsley for the customer insight and repairs teams. Friday morning was agreed. Logistical thread, with a hint that Alison wants to show a real trend by estate.
10 Dec 2025 Your proposal and the commercial termsMatteo sends the Growth proposal at £60k total. Pieter asks for the yearly figure, the one-off part and the invoicing schedule, and whether outsourcing is in the contract. He will not decide before seeing the split and clauses.
9 Dec 2025 Renewal order form for signatureTom Ashdown sent Philip Annear the Growth renewal order form for 50 licensed users at £48k for the year. Philip said the figure matches his expectation and that he would sign and return it the next day.
5 Dec 2025 Let's firm up the termsMatteo Ricci asked Florian Becker for a call to address his feedback on the proposal and discuss revised terms, citing a year-end timeline. There is no customer response in the thread.
15 Dec 2025 Support follow-upOlivia Grant says a fix is in and asks Siobhán Nolan to check it. Siobhán says most of it looks right but one agency group is unconfirmed. Olivia then assumes it is fine and keeps the ticket open a few more days.
4 Dec 2025 Finding a time to talk through the renewalMalcolm Ridgway accepted a renewal call on Thursday at 09:00 but set the terms: half an hour, numbers only, no feature walkthrough, and the schedule in writing beforehand.
5 Dec 2025 Getting a date in for the kickoffGemma Thorne, Head of Client Services, agreed a Monday morning kickoff with Hamza Akhtar, will bring the service desk lead, and asked for one real client shown end to end because account managers rebuild each client picture by hand.
5 Dec 2025 Kickoff callLogistical thread: Laura Penhaligon proposed a Friday kickoff and Kirsty Ingham agreed to Friday 5 Dec 2025 at 10:00, asking what to prepare. Kirsty engaged promptly.
3 Dec 2025 Time to walk through the proposalMatteo offers Eline a proposal walk-through before it goes further. Eline agrees to Thursday but wants Pieter kept out until after, and will not commit budget without him. Largely logistical.
2 Dec 2025 Invoice INV-151-0002 for the annual subscriptionBilling thread: Rachel Dunmore sent Joanne Feeney invoice INV-151-0002 for the annual Growth subscription, net £42k, gross £50k, due 1 Jan 2026. No customer response in the thread.
2 Dec 2025 Following up on the quarterly reviewAfter the 2 Dec 2025 review, Daniel Okafor lists three actions and flags the contract end on 2 Jul 2026. Holly Tranter agrees, will check source systems and the admin list, and asks for usage by team.
2 Dec 2025 Check-in notes and next stepsMarcus Bell's follow-up to a check-in with Pieter van Dam: usage up on the previous quarter, 40 licensed users, a request for exception tickets by shipper. No customer reply in the thread.
2 Dec 2025 Discovery callTom Ashdown asked Hugh Fenton, Head of Data at Wrenfield Property Management, for a 30-minute discovery call on 2 Dec 2025. There is no customer response in the thread.
2 Dec 2025 Quick check-in, finding a timeLargely scheduling: Daniel Okafor asked for a half-hour check-in and Callum Reid agreed Thursday at 10:00. Callum said what he needs is the bordereaux view at 07:00 every morning, and wants an update on it.
5 Dec 2025 Discovery callLogistical thread: Matteo Ricci proposed a discovery call, Sandra Kühn said she was interested and suggested early next week, and Matteo promised to confirm a time. No time is fixed in the thread.
2 Dec 2025 Follow-up from our discovery callLewis Kerr summarises a Growth proposal at £57k excluding VAT. James Whitworth, the CFO, replies that nothing is agreed and asks for the draft order form in writing before treating the figure as settled.
3 Dec 2025 Onboarding sessions: finding a timeLaura Penhaligon proposed a two-hour CRM connection session; Bas Kuijpers replied two days later and chose Thursday afternoon after 13:00. Scheduling only.
1 Dec 2025 Invoice INV-019-0002Logistical billing thread: BB-Demo's finance manager sent invoice INV-019-0002 for the first year of the Starter subscription. There is no customer response in the thread.
1 Dec 2025 Brackwell Freight subscription invoice INV-002-0004Billing thread: Rachel Dunmore sent invoice INV-002-0004 dated 1 Dec 2025, £44k net, £8,800 VAT, £53k gross, due 31 Dec 2025, and asked for a PO number. There is no customer response in the thread.
28 Nov 2025 Invoice INV-156-0003Logistical billing thread: Rachel Dunmore sent Heather Gillespie invoice INV-156-0003 on 28 Nov 2025, gross £31k, due 28 Dec 2025, and asked for the PO number. No customer response in the thread.
28 Nov 2025 Kickoff follow-up and next stepsAfter the kickoff call, Bas Kuijpers confirmed the source order: CRM, helpdesk, then order and delivery data. Access and security review sit with Mirjam Hendriks, and Bas asked about admin rights.
28 Nov 2025 Your Enterprise renewal: notice and next stepsDaniel Okafor sent formal renewal notice for the Enterprise contract ending 27 Feb 2026. CFO Malcolm Ridgway replied that usage is where he hoped, but wants a written schedule with the base for each figure before anything else.
28 Nov 2025 Invoice INV-076-0005 for Merriott Lyle DistributionLogistical billing thread: Rachel Dunmore sent invoice INV-076-0005 on 28 Nov 2025 to Bernadette Lowry, gross £35k, due 28 Dec 2025. She asked for a PO reference. There is no customer response in the thread.
5 Dec 2025 Your renewal coming upDaniel Okafor flagged the end-of-February renewal. Finance Director Luke Kitching replied that the team gets more value as more people join, said they would like to renew, and asked for the paperwork. Tom Ashdown is to send the offer.
2 Dec 2025 Harrowden Foods and BB-Demo: Growth proposal, next stepsLewis Kerr restated the Growth proposal at £62k exclusive of VAT, covering implementation and subscription, and asked for a signature by 12 Dec 2025. Gemma Holt confirmed Rajesh Mistry signs and asked for customer service from day one.
4 Dec 2025 Next steps on contractAfter Matteo Ricci pushed for a call on 27 Nov 2025, Lieke Hermans said the proposal works but asked to phase the implementation to fit her team. Matteo offered a phased plan. No signature is shown.
1 Dec 2025 Training sessions: getting dates in the diaryLaura Penhaligon is scheduling three team training sessions with Shona Baird. Service desk afternoons only, account managers early next week, provisioning to be confirmed. Shona asked for faults, bills and circuits in one view.
27 Nov 2025 Follow-up from the QBRMarcus Bell sent a post-review summary on 27 Nov 2025: usage up, headroom on 40 users, connectors loading, no tickets or overdue invoices. He flagged the £40k Growth renewal on 10 Apr 2026. No customer response in the thread.
2 Dec 2025 Brenneck Pay proposal: follow-up and next stepsMatthias Ebner, COO, set three written conditions before supplier review: exit plan, governance for BaFin, and the recurring cost. He will not sign before security and procurement finish. Matteo Ricci answered in writing on 2 Dec 2025.
2 Dec 2025 Brackwell renewal order form for signatureTom Ashdown sent the Growth renewal order form at £44k for 40 users, the same as the current subscription. Mark Siddall signed on 1 Dec 2025, after the term end. The countersigned copy was still to come.
28 Nov 2025 Check-in call: finding a slotLogistical thread: Marcus Bell books a check-in with Craig Ashwell for Thursday at 09:30. Craig agrees and asks to see usage by team, with credit control next to the project side and what the commercial team really use.
27 Nov 2025 Finding a time for your quarterly reviewDaniel Okafor proposes early December dates for the quarterly review. Saskia Mendes picks the first week of December, adds an admin colleague and asks for a simpler summary. Mostly logistical.
28 Nov 2025 Following up on the demoMatteo recaps the demo and asks for technical answers. Ruben replies on sources and asks who can see what inside the brain, as Daan wants risk data kept apart. A Growth proposal is targeted for decision on 22 Jan 2026.
26 Nov 2025 Quick check-in before the year endMarcus Bell asked for a 30 minute check-in. Pieter van Dam agreed to Tuesday morning and asked for exception tickets by shipper in the numbers, not only totals.
24 Nov 2025 Check-in notes and next stepsAmara Obi's notes from a check-in with Kelly Swainston: usage up on the previous quarter, no open tickets, 40 licensed users with room to grow. No customer reply in the thread.
24 Nov 2025 Ashwell Mercer Interiors: outstanding subscription invoice, fourth reminderRachel Dunmore sent Debbie Rowntree a fourth reminder for the Growth subscription invoice issued on 11 Aug 2025 and due on 10 Sep 2025, gross £13k. No customer response in the thread.
24 Nov 2025 Invoice INV-155-0007 for your Growth subscriptionLogistical billing thread. On 24 Nov 2025 Rachel Dunmore sent Debbie Rowntree invoice INV-155-0007 for the Growth subscription, £13k gross, due 24 Dec 2025. No customer response in the thread.
25 Nov 2025 Following up from our discovery callAfter the 24 Nov 2025 discovery call, Wei Ling Tan said she must check the technical setup and timeline with her CTO and would reply by end of week. Sophie Ling sent the proposal on 25 Nov 2025; no reply from the customer is shown.
24 Nov 2025 Invoice INV-086-0002 for the Growth subscriptionBilling email from Rachel Dunmore sending invoice INV-086-0002 for £11k for the Growth subscription, due 24 Dec 2025. Logistical; there is no customer response in the thread.
24 Nov 2025 Scheduling our check-inMarcus Bell proposed a 30 minute check-in showing usage by agency group. Aoife Mulcahy agreed and said she wants to see usage per group. Thursday morning was booked.
24 Nov 2025 Time for a catch-up on the commercial termsTom Ashdown asks for a call on commercial terms and the order form. Joost Verbeek accepts Thursday afternoon, limits the agenda to connector go-live and payment terms, and will bring a finance colleague.
27 Nov 2025 Quick check-in before the term endsMarcus Bell asked for a check-in before the term ended on 30 Nov 2025. Liam Doherty says depot account managers use the brain most days and wants the other depots on it before the new year, with usage evidence to show Mark.
21 Nov 2025 Booking your quarterly reviewMarcus Bell proposed a quarterly review. Nicola Brearley said account managers are asking for the brain more, chose Wednesday at 10:00, and wants to prepare for the renewal conversation with Andrew.
21 Nov 2025 Walking through the proposal: finding a timeMatteo Ricci offered a proposal walkthrough for the Growth tier. Katrin Vogelsang chose Tuesday or Wednesday afternoon, will bring merchant risk and finance, and asked for an agenda on EU region, data connection and auditor evidence.
26 Nov 2025 Security review: finding a timeHannah Lowe set up a security review working session. Nadia Osei accepted Wednesday morning, listed three written-evidence requests, and said she cannot set a sign-off date until the capacity providers have seen the documentation.
20 Nov 2025 Finding a time for the demoMatteo Ricci and Eline Bakker agreed a Wednesday morning demo at 10:00 with Daan and Ruben attending. Largely logistical; Hannah Lowe is to write to Ruben about access needs.
21 Nov 2025 Scheduling a discovery callLogistical thread: Lewis Kerr books a discovery call with Bethany Cole. She accepts Wednesday at 10:00 and asks that James joins from the start. She plans to bring figures she struggles to get in one place.
20 Nov 2025 Wexmoor proposal: summary and next stepsLewis Kerr summarised the Growth proposal for Dana Whitaker and Tyler Brooks: £62k total deal value, not an annual price, ex VAT, target signature 16 Jan 2026. Tyler replied positively and delegated the detail to Dana.
20 Nov 2025 Booking time to discuss the Harrowden Foods termsRajesh Mistry, who signs, accepted a terms call and listed three points: cost per head, the implementation and subscription split, and day-to-day use by other teams. He does not want to pay for something that sits unused.
19 Nov 2025 Invoice INV-151-0001 from BB-DemoBilling thread: Rachel Dunmore sent invoice INV-151-0001 to Joanne Feeney, net £12k, gross £14k, due 19 Dec 2025. Logistical only. There is no customer response in the thread.
21 Nov 2025 Kickoff scheduling for the Brinkerhof rolloutFemke van Gestel agreed to a morning kickoff with Joost attending, and asked that orders and delivery complaints connect first, credit queries after. Laura Penhaligon confirmed that order.
19 Nov 2025 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Clara Hoskins on 19 Nov 2025 to a London Revenue leaders roundtable on Tuesday 25 November 2025 and asked for names by the end of the week. There is no customer response in the thread.
24 Nov 2025 Renewal conversation: booking a dateMarcus Bell set the renewal conversation for 30 minutes at 15:00 with Lewis Kerr. Graeme Charlton asked for written terms beforehand to check they are within budget.
20 Nov 2025 Check-in call: finding a timeHelen Marsden agreed to a check-in with Daniel Okafor, suggested Tuesday morning or Thursday afternoon the week after next, and asked him to bring the source for the complaints figures. Mostly scheduling.
20 Nov 2025 Finding a time to talk about the renewalDaniel Okafor approached Graham Tovey early about the Enterprise renewal. Graham welcomed it, wants the headline on complaints handling first, and asked to keep the first talk to Daniel, himself and Tom Ashdown. Monday afternoon was chosen.
21 Nov 2025 Quick check-inDaniel Okafor asked Jade Kenwright for a call before her renewal conversation with Nell. Jade replied that all is going well, the team is asking more questions and getting more value, and offered next Thursday afternoon.
18 Nov 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Aylin Kaya to the Revenue leaders roundtable in London on Tuesday 25 November 2025. Event invitation only: there is no customer response in the thread.
19 Nov 2025 Demo schedulingLogistical thread: Rob Allott, Finance Director at Penhallow Vets, says he and Yasmin Lomax are keen to see a demo and ask for the first week of the new year. The thread shows no BB-Demo reply.
18 Nov 2025 Follow-up from our quarterly reviewMarcus Bell summarised the quarterly review for Karin Sjöberg, Mats Eklund and Linnea Holm: growing usage, 150 licensed Enterprise users, contract to 31 May 2026. No customer reply in the thread.
18 Nov 2025 Arranging a check-in callEsther Quaye, who has taken over from Daniel Okafor, asks Helen Marsden for a check-in and says she has logged the repairs counts as the first topic. There is no customer response in the thread.
25 Nov 2025 Negotiation follow-upKempenland Distributie reviewed the Growth proposal and says £56k is above its initial budget. Lien Verstraete asks BB-Demo to revisit the subscription fee, while describing the implementation package as solid.
19 Nov 2025 Discovery call with SophieLogistical thread: Sophie Ling asked Wei Ling Tan for a discovery call. Wei Ling offered Tuesday or Wednesday, mornings preferred, and Sophie confirmed Tuesday morning with an invite to follow.
17 Nov 2025 BB-Demo webinar, 20 Nov 2025One-way marketing invitation from Alice Brewer to Luke Kershaw for the 20 Nov 2025 webinar. Logistical event outreach; there is no customer response in the thread.
17 Nov 2025 Invoice INV-019-0001Rachel Dunmore sent Megan Ibbotson invoice INV-019-0001 for the implementation: £6,000 net plus £1,200 VAT, £7,200 total, due 17 Dec 2025. Billing only; there is no customer response in the thread.
17 Nov 2025 Invoice INV-018-0004 for Dunholm PrecisionBilling thread: Rachel Dunmore sent Karen Midgley invoice INV-018-0004 for the Growth renewal and asked for a PO number. There is no customer response in the thread. Logistical, so neutral.
20 Nov 2025 Following up on Monday's QBRAfter the quarterly review, Richard Thorne asked what the arrangement costs all in and until when, for the board in the new year. Daniel Okafor gave the Growth figure and term, and promised renewal terms in writing.
19 Nov 2025 Security review: finding a timeNadia Osei accepted Thursday at 15:00 with Hannah Lowe and set three items: access control and logging, data residency, connector credential storage. She wants it all in the questionnaire and will not agree a sign-off date yet.
15 Nov 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Lauren Pilkington to a Revenue leaders roundtable in London on 25 Nov 2025. Event marketing only; there is no customer response in the thread.
15 Nov 2025 Invitation to our online webinar on Thursday 20 November 2025Alice Brewer invited Desmond Oyelaran, Finance Manager, to an online webinar on 20 November 2025, sent 15 Nov 2025. There is no customer response in the thread.
17 Nov 2025 Onboarding trainingPurely logistical thread: Laura Penhaligon asks Eleanor Pickering for onboarding training dates before the end of November. Eleanor offers Tuesday or Wednesday afternoon the following week and Laura confirms Wednesday.
14 Nov 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Oluwaseun Bamidele, Chief Information Security Officer, to a Revenue leaders roundtable in London on Tuesday 25 November 2025. Event invitation only; no customer response in the thread.
14 Nov 2025 Carnmoor order form ready for signatureIan Prendergast, Finance Director, answered the order form for signature by asking for the £54k total split into one-off, yearly recurring and first-renewal amounts, in writing. He has not committed to signing by Tuesday 18 Nov 2025.
21 Nov 2025 Kinbasket Insurance, discovery callLogistical thread: Priya Raman asked Meghan Fraser for a discovery call and Meghan agreed, suggesting early next week. Priya said she would send an invite. No commercial terms discussed.
18 Nov 2025 Renewal conversationDaniel Okafor raised the renewal with Philip Annear ahead of the 27 Dec 2025 term end. Philip accepted a Tuesday morning call and asked for the usage summary first. Daniel invited questions on cost and savings.
18 Nov 2025 Setting up the next check-inDaniel Okafor and Deepa Chauhan agreed a Thursday morning check-in with Tariq Saleem and credit control. Deepa asked to be shown where the numbers come from before the account view.
19 Nov 2025 Booking time to go through the proposalLewis Kerr asked to book a proposal walkthrough. Dana Whitaker has read it and broadly agrees, but is unsure the connector section covers all her service contract sources. She proposed Thursday after 14:00 and will bring Tyler for the commercial part.
14 Nov 2025 Proposal call next weekLogistical thread. Tom Ashdown asked to lock in the proposal call and Spencer Gaunt chose Monday at 14:00. The call will cover commercial terms, implementation timeline and support.
17 Nov 2025 Check-in call: finding a timeAmara Obi introduced herself as new CSM and asked for a check-in. Kelly Swainston agreed and said some of the team still use spreadsheets for returns and she wants other client managers in more regularly.
19 Nov 2025 Quarterly review: finding a slotLogistical thread fixing the quarterly review for Wednesday at 10:00. Marcus Bell cites rising team usage and one quickly resolved ticket. Graeme Charlton will bring a contract manager.
14 Nov 2025 Follow-up: demo questions from merchant riskAfter the demo, Matteo Ricci restated the Growth tier proposal at an indicative £62k. Aylin Kaya replied with questions on data refresh timing, load failure visibility, restricted risk notes and showing the risk rating with its review date.
14 Nov 2025 Harrowden Foods proposal: follow-up and next stepsLewis Kerr sent a Growth proposal with a total value of £62k plus VAT and signing pencilled for 12 Dec 2025. Gemma Holt is positive, asks what extra customer service seats would cost, and says Rajesh wants the split laid out.
12 Nov 2025 Webinar invitationAlice Brewer invited Susan Tweddle to a 20 November 2025 webinar on seeing customer and operations data together. Logistical event invitation; no customer response in the thread.
17 Nov 2025 Follow-up after the demoAfter the 12 Nov 2025 demo, Daan Visser asked whether risk data can be restricted from merchant success and how long a new source takes to appear. Matteo Ricci promised a precise note from Hannah Lowe.
12 Nov 2025 Following up on our QBRDaniel Okafor summarised the review for Philip Annear and Dan Hosken: rising usage, quiet support, 50 licensed users. He asked for warning of system changes and copied Tom Ashdown for renewal. No customer reply.
12 Nov 2025 Order form for signatureLewis Kerr sent Kevin Kershaw the order form for a Starter tier at £26k for the first year, renewing 30 Nov 2026. Kevin replied the same day that it was signed and attached.
11 Nov 2025 Invoice INV-086-0001 for Brinkerhof DistributieBilling email from Rachel Dunmore sending invoice INV-086-0001 for £12k, due 11 Dec 2025, and asking Ilse Smits for a PO number. Purely logistical; there is no customer response in the thread.
12 Nov 2025 Following up on the QBRAfter the QBR, Daniel Okafor flagged growing use and a contract running to 27 Feb 2026. CFO Malcolm Ridgway wants a written renewal quote on the £116k base for 200 users, and the usage growth valued in board terms.
13 Nov 2025 Checking the fix has heldAlan Rennie says most records are now right after the fix. A couple of older entries still differ from the customer's billing system, though he suspects how they were first entered. He will check and asks to keep the ticket open.
11 Nov 2025 Your BB-Demo renewal in FebruaryOn 10 Nov 2025 Daniel Okafor gave formal renewal notice for the Growth subscription. Finance Director Hamish Crawford replied that he could not justify the spend without a usage case for the board, and asked not to rush.
10 Nov 2025 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Siobhán Nolan to an in-person roundtable in London on Tue 25 Nov 2025. There is no customer response in the thread.
14 Nov 2025 Quarterly review: finding a slotLogistical thread to fix a quarterly review. Marcus Bell reported usage growth; Karin Sjöberg welcomed it and asked to centre the review on store managers' use. Agreed Thursday at 14:00.
10 Nov 2025 Quarterly review: a time that suitsMarcus Bell asked to book the quarterly review before the term ends on 31 Dec 2025, noting more people are asking questions of the brain. There is no customer response in the thread.
11 Nov 2025 Walking through the proposal: finding a timeLewis Kerr and Gemma Holt agree a Friday 10:00 proposal walk-through. Gemma asks for clear costings for Rajesh and wants customer service covered in the session. Rajesh may not attend.
8 Nov 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Key Account Manager Joost van der Linden to the Revenue leaders roundtable in London on 25 Nov 2025. Femke van Gestel was also welcome. There is no customer response in the thread.
8 Nov 2025 Revenue leaders roundtableEvent invitation: Alice Brewer invited Team Leader Yasmin Openshaw to a London roundtable on 25 Nov 2025 for people using the brain. No customer response in the thread.
7 Nov 2025 Revenue leaders roundtable, LondonLogistical event invite: Alice Brewer invited Stefanie Lange on 7 Nov 2025 to an in-person London roundtable on Tuesday 25 Nov 2025, 09:00 to 12:00. There is no customer response in the thread.
10 Nov 2025 Discovery call, next week?Matteo Ricci asked for a discovery call to understand Ostwalder's operation and regulator needs. Miriam Theisen offered Monday or Tuesday morning and Matteo confirmed Monday morning.
7 Nov 2025 Onboarding session: getting started with the brainLaura Penhaligon asked Aoife Tuohy to book a two-hour onboarding session for the first connections in Snowflake. No customer response in the thread.
7 Nov 2025 Check inDaniel Okafor asked Rebecca Nuttall for a check-in call the following week on 7 Nov 2025. Logistical outreach with no value or price content. There is no customer response in the thread.
11 Nov 2025 Proposal for VeldmaatJoost Verbeek, Head of Data, said the proposal scope is what Veldmaat expected. He asked for a live date commitment for each connector and the morning refresh service levels written into the order form, not only the standard terms.
13 Nov 2025 Scheduling your quarterly reviewMostly scheduling. Callum Reid asked for an hour after 14:00, no slide deck, and question volumes by team to see who is using the brain and who is not. Daniel Okafor agreed and held a Tuesday slot at 14:00.
11 Nov 2025 Order form for signature: Brinkerhof DistributieTom Ashdown sent the Growth order form at £56k total deal value, aiming for signature by 10 Nov 2025. Ruud Verhoeven said the amounts match but he needs to confirm payment terms. Tom's nudge on 11 Nov 2025 has no reply.
7 Nov 2025 Demo session: agenda and attendeesLogistical thread to set up the demo. Katrin Vogelsang gave a slot, attendees and three merchant questions, and said a demo without sources behind each answer will not help with her auditors.
11 Nov 2025 Dunholm Precision renewal order form for signatureTom Ashdown sends the Growth renewal order form for 60 licensed users. Stuart Kenyon says he is happy to carry on and signs. Tom confirms receipt of the signed form on 11 Nov 2025.
12 Nov 2025 Searching old recordsTeam Leader Yasmin Openshaw reports slow searches beyond a few months of history. Support engineer Olivia Grant says it is how search works, not a fault, and offers a call; Yasmin accepted Thursday.
6 Nov 2025 Invitation: BB-Demo webinar on Thursday 20 November 2025Purely promotional: Alice Brewer invited Harriet Gale to the BB-Demo webinar on 20 Nov 2025. There is no customer response in the thread.
11 Nov 2025 Demo scheduledLogistical thread: Kittatinny Payments agreed a demo on Tuesday 11 Nov 2025 at 11:00 using a demo environment built on its Salesforce and billing data. The customer accepted the slot and sounded keen.
7 Nov 2025 Growth proposalMatteo Ricci sent a Growth proposal on 5 Nov 2025. CFO Jeroen Coenen called it solid and asked whether £62k covers implementation and subscription. Matteo said yes. Internal review follows; no signature is shown.
10 Nov 2025 Quarterly review: finding a timeDaniel Okafor asked Philip Annear for a quarterly review before the term ends on 27 Dec 2025. Philip agreed to a Thursday afternoon and asked for numbers on who is using the brain. Mostly scheduling.
5 Nov 2025 Invitation: BB-Demo webinar on Thursday 20 November 2025Alice Brewer invited Bernadette Lowry to a customer webinar on 20 Nov 2025. The thread holds one outbound message and no customer response.
5 Nov 2025 Follow-up from our quarterly reviewOne-way recap from Marcus Bell to Jenna Price and Rob Ellery after the quarterly review. Usage is rising, headroom exists on fifteen Starter users, and the renewal is due in January. No customer reply in the thread.
6 Nov 2025 Security pack: evidence and next stepsHannah Lowe sent written security answers. Nadia Osei found them clearer but wants the access review frequency evidenced and the revocation steps entered in the questionnaire. She is holding the answers and gave no sign-off date.
5 Nov 2025 Follow-up from today's demo: next steps for Brenneck PayAfter the demo, Matteo Ricci confirmed requirements and a decision by 20 Jan 2026. Jonas Albrecht replied that the brain needs a least-privilege role, EU-only storage in writing and review of schema names, and that he will grant nothing by email.
6 Nov 2025 Follow-up: Wexmoor second demo and proposalAfter the second demo, Dana Whitaker asked whether the £62k Growth proposal is the whole first-year cost. Matteo Ricci said it is the total deal value including implementation, not the subscription alone. Decision still planned for 16 Jan 2026.
6 Nov 2025 Kronfeld Assekuranz, next stepsAfter a discovery call on 3 Nov 2025, Matteo Ricci recapped Stefanie Lange's need to connect broker submissions, calls and complaints and proposed a demo. Stefanie agreed and asked for Tuesday or Wednesday.
4 Nov 2025 Following up on your support requestSupport thread with Alan Rennie. After a change on 3 Nov 2025 he reports it working with no error, and asks to keep the ticket open until the end of the week in case it returns after the overnight run.
5 Nov 2025 Onboarding sessions: finding a timeLaura Penhaligon and Alan Rennie agreed Thursday at 10:00 for the next onboarding working session. Alan is unsure of the full source list on the service desk side and may not get his provisioning colleague.
3 Nov 2025 Revenue leaders roundtable, Tuesday 25 November 2025Logistical event invitation from Alice Brewer to Sanne de Wit for a revenue leaders roundtable in London on 25 Nov 2025. There is no customer response in the thread.
6 Nov 2025 Quarterly review: finding a dateDaniel Okafor proposed a quarterly review. Deepa Chauhan wants evidence of where account numbers come from for the regional directors, reports growing branch and credit control use, and will brief Malcolm on the renewal.
3 Nov 2025 Invoice INV-025-0002 for the Growth subscriptionRachel Dunmore sent Gráinne Lynch invoice INV-025-0002 for the Growth subscription, £42k with no VAT, due 3 Dec 2025. No customer response in the thread.
5 Nov 2025 Customer service access to the brain: questions after the demoKelly Sharpe, who would lead customer service use, asked three direct questions on visibility, access and timing. She is broadly comfortable but says the £62k plus VAT total is not hers to approve, so Gemma Holt takes it on.
2 Nov 2025 Revenue leaders roundtable, London in NovemberAlice Brewer invited Finance Director Philip Annear to an in-person Revenue leaders roundtable in London on 25 Nov 2025. Marketing event invitation only. There is no customer response in the thread.
1 Nov 2025 Revenue leaders roundtableMarketing invitation from Alice Brewer to Emma Haworth for the London revenue leaders roundtable on 25 Nov 2025. There is no customer response in the thread.
31 Oct 2025 Your contract renewalDaniel Okafor wrote to Colin Airey about the contract end on 29 Jan 2026 and said Priya Raman would start the renewal conversation. There is no customer response in the thread.
3 Nov 2025 Quick check-inDaniel Okafor asked Rachael Dixon for a check-in. She replied that the team are getting value from the brain and agreed to Tuesday morning. Daniel confirmed an invite for 10:00.
31 Oct 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Shane Twomey to the Revenue leaders roundtable in London on Tuesday 25 November 2025. Event marketing only. No customer response in the thread.
31 Oct 2025 Invitation: BB-Demo webinar on Thursday 20 November 2025Logistical invitation from Alice Brewer to Morven Tait for the 20 Nov 2025 webinar, asking her to pass it to day-to-day users. There is no customer response in the thread.
4 Nov 2025 Support follow-up on your recent ticketConnor Webb chased two high priority tickets. Shona Baird said the fault is better but not gone and asked for one named owner and a time for the next update. Connor took ownership.
3 Nov 2025 Renewal noticeDaniel Okafor wrote to Sofie Bech about the renewal on 31 Jan 2026 and asked for a November call with Tom Ashdown involved. Sofie agreed to a mid-November call, with firm dates to follow.
31 Oct 2025 Invitation: BB-Demo webinar, Thursday 20 November 2025Event invitation. Alice Brewer invites Nathan Booth, an admin on the Dunholm Precision brain, to the BB-Demo webinar on 20 Nov 2025. There is no customer response in the thread.
31 Oct 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited IT Manager Craig Holt to an in-person revenue leaders roundtable in London on 25 Nov 2025, citing Brannock's per-trust setup. There is no customer response in the thread.
30 Oct 2025 Demo follow-upAfter a demo, Vossberg Logistik's Head of Insight said the team was impressed with how the brain handles its logistics data and asked BB-Demo to send the proposal.
31 Oct 2025 Scheduling the second demo for WexmoorScheduling thread: Dana Whitaker accepts Wednesday at 15:30 Central for a second demo. Her IT lead wants coverage of access control and how the brain copes when a source system changes.
4 Nov 2025 Quarterly review - finding a timeScheduling thread. Marcus Bell offered a usage walkthrough and a light renewal chat. Jenna Price replied that usage is up and the consultants like seeing accounts and tickets together, and offered Thursday morning.
3 Nov 2025 Proposal walkthrough – finding a timeLogistical thread. Tom Ashdown asks Joost Verbeek for a proposal walkthrough. Joost asks to receive the document before the call and sets a Tuesday start no earlier than 11:00. Tom commits to send it and books Tuesday at 11:30.
7 Nov 2025 Following up on your account view issueDean Hargreaves reported a slow first load of the account view. Bethan Lister reproduced it and changed how the first page gets its data, and Dean confirmed it opened straight away on two checks.
29 Oct 2025 Webinar invitation, Thursday 20 November 2025Alice Brewer invited Matthew Grice, a client relationship manager, to the webinar on Thursday 20 November 2025, acknowledging Ardenmore is no longer using the brain. No customer response in the thread.
30 Oct 2025 Onboarding session follow-upLaura Penhaligon booked a dashboard session with Alan Rennie. He said more people in operations have started asking the brain questions. A slow-refreshing source was flagged for checking.
29 Oct 2025 Booking a check-inOn 29 Oct 2025 Marcus Bell asked Craig Ashwell to book a thirty-minute check-in covering usage, year-end fixes and how the contract end on 22 Aug 2026 fits his plans. No customer response in the thread.
4 Nov 2025 Carnmoor order form: where we are and who signsSophie Ling reported the order form is with Ian Prendergast and asked who signs and whether 18 Nov 2025 holds. Only Gemma Thorne replied, asking for a service desk note and a real first client. No customer reply to Sophie's 4 Nov 2025 message.
30 Oct 2025 Demo on your own data: schedulingMatteo Ricci, new commercial owner, proposed a demo on Brenneck Pay's own data. Katrin Vogelsang named three systems, four attendees and Tuesday or Wednesday mornings, and asked about helpdesk support and audit handling.
29 Oct 2025 Invitation: BB-Demo webinar on 20 Nov 2025Alice Brewer invited Gráinne Lynch to a BB-Demo webinar. It is a marketing invitation with no customer response in the thread.
31 Oct 2025 Kickoff call: finding a timeSiobhán Dunne confirmed the kickoff slot with Laura Penhaligon and raised the question of whether the CRM or the claims system is the source of truth for policy queries. Laura put it first on the agenda.
30 Oct 2025 Scheduling our next check-inMarcus Bell reported active users up well and more questions asked after the session. Cerys Llewellyn agreed a check-in for the following Tuesday morning and will bring questions, including on renewals.
30 Oct 2025 Quick check-in callMarcus Bell asked for a check-in and Nicola Brearley replied on 30 Oct 2025 that account managers use the brain more than she expected. Friday at 10:00 was agreed. She will bring requests from the team.
30 Oct 2025 Six-month check-inDaniel Okafor arranged a six-month check-in with Ida Mortensen, who reported good early wins on the client side. The thread is mainly scheduling, with a call set for Tuesday at 14:00.
4 Nov 2025 Proposal discussionLewis Kerr proposed a Starter implementation at £26k including implementation and the first year of subscription. Finance reviewed it, Kirsty asked what the fee covers, and Kevin Kershaw said on 4 Nov 2025 they were happy.
27 Oct 2025 Invoice INV-155-0006: payment reminderBilling thread. On 27 Oct 2025 Rachel Dunmore sent Debbie Rowntree a third reminder that invoice INV-155-0006 (£13k gross) was still unpaid, and asked for a PO number or any query. No customer response in the thread.
27 Oct 2025 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Fiona Fairclough for a 20 Nov 2025 webinar. Logistical only, and there is no customer response in the thread.
31 Oct 2025 Following up on the demoAfter the 27 Oct 2025 demo Lewis Kerr quotes £62k plus VAT as a total deal value. Gemma Holt says account managers love it but needs a written proposal for her director, and asks about adding customer service.
28 Oct 2025 Booking time for the renewal conversationMarcus Bell asked to book the renewal conversation for the Growth subscription (40 users, £44k a year, ending 30 Nov 2025). Liam Doherty agreed and said Mark Siddall will join and wants the bottom line.
28 Oct 2025 Following up on our discovery callMatteo Ricci set out Growth at an indicative £60k including implementation, with a decision by 22 Jan 2026. Eline Bakker agreed the summary but called the figure indicative only until budget is agreed.
27 Oct 2025 Finding time for a check-inDaniel Okafor asked Siân Pritchard for a pre-renewal check-in. She was positive about collections and complaints teams sharing one customer view, but wants usage by team and by asker measured before Graham sees a renewal case.
29 Oct 2025 Security review: arranging a sessionNadia Osei accepted a working session on a Wednesday or Thursday afternoon and set three evidence questions on access, data residency and connector credentials. She will not sign off on verbal answers or set a date.
27 Oct 2025 Setting up your demo of the brainLogistical thread: Lewis Kerr books the demo for 15:00 on 27 Oct 2025. Gemma Holt agrees, wants account managers present and asks for a separate customer service session. She does not answer what they want to buy or by when.
23 Oct 2025 Following up on the quarterly reviewAfter the review Daniel Okafor summarised the repairs mismatch. Paul Rigby replied with job references and screenshots, says the same jobs appear twice in the report but once in the housing system, and wants an update early next week.
22 Oct 2025 Let's get a demo in the diaryLogistical thread. After a call on 22 Oct 2025, Tom Ashdown proposed a demo on the prospect's own data and Spencer Gaunt chose Thursday at 15:00.
27 Oct 2025 Finding time to talk through the commercial termsSophie Ling asked Ian Prendergast for a 45-minute call on the Growth commercial terms. Ian replied five days later offering Thursday at 15:00 or Friday at 10:00, and said he will not agree prices on calls.
21 Oct 2025 Proposal schedulingLogistical thread: Matteo Ricci asked Lien Verstraete for an hour to walk through the formal proposal. Lien replied the same day and agreed Monday morning at 10:00. No commercial position is stated.
21 Oct 2025 Quarterly review: follow-up and next stepsMarcus Bell's note after the review says usage is steady and slightly up, the subscription covers 40 licensed users at £40k a year and runs to 21 Nov 2025. Nigel Ferris asked for the renewal bottom line. No customer reply in the thread.
23 Oct 2025 Scheduling your quarterly reviewRuth Ackroyd accepts Wednesday at 10:30 for the review and asks for the quality ticket history for two aerospace customers, with evidence rather than a summary. Daniel Okafor agrees to prepare it.
22 Oct 2025 Arranging the demo on your own dataLewis Kerr asks for a narrow CRM and helpdesk extract to run a demo on Harrowden's own data. Gemma Holt has passed the checklist to IT, wants customer service hands-on and asks to record the session for account managers.
22 Oct 2025 Demo follow-upMatteo Ricci said the demo went well and promised a formal proposal by end of week, with a suggested mid-December launch. Lien Verstraete called the demo helpful and will review with CFO Wim Goossens early next week.
20 Oct 2025 Subscription invoiceLogistical billing thread: on 20 Oct 2025 Rachel Dunmore sent Maureen Ellis invoice INV-173-0002 for the first-year Starter subscription, £23k including VAT, due 19 Nov 2025. There is no customer response in the thread.
21 Oct 2025 Onboarding: accounting access and next stepsFinance has agreed accounting system access and Aisling Kiely plans to start with three or four consultants before wider rollout. Hamza Akhtar will build the connection once details arrive.
21 Oct 2025 Booking the next check-inSaskia Mendes told Daniel Okafor on 20 Oct 2025 that usage is better than last month, with a few more directors in and Jess using it before every review. She wants the next check-in on the directors still not using it.
20 Oct 2025 Time for a check-in?Daniel Okafor asked Deepa Chauhan on 20 Oct 2025 for a check-in covering branch rollout, routine tickets and regional director requests. There is no customer response in the thread.
20 Oct 2025 Invoice INV-025-0001Billing thread. Rachel Dunmore sent Gráinne Lynch invoice INV-025-0001 for £12k with no VAT, due 19 Nov 2025, and asked for a PO number. There is no customer response in the thread.
21 Oct 2025 Demo follow-up and next stepsAfter the demo, Veldmaat's data engineer Sanne Bakker asked for written answers on refresh behaviour, connector set-up and access, and said she logs late refreshes. Tom Ashdown handed all three to Hannah Lowe. No written answers appear in the thread.
22 Oct 2025 Great to speak today, next stepsPriya Raman followed up a call with Julia Hartmann and Florian Becker by offering a Growth proposal. Florian said the company is interested but needs confirmation of going live within six weeks of signature. Priya confirmed it.
23 Oct 2025 Follow-up from Thursday's demo: Wexmoor and the brainAfter the demo, Dana Whitaker set three first-phase sources and asked how data leaves her environment. Her IT lead is broadly comfortable but wants a live slice of their data, and the board wants a decision around mid-January.
20 Oct 2025 Setting up the next quarterly reviewHelen Marsden agreed a review slot and asked Daniel Okafor to include Paul Rigby. She says the repairs figures in the board pack don't reconcile with the housing management system and wants to see the source.
21 Oct 2025 Check-in call: finding a timeCallum Reid accepted a Thursday morning check-in with Daniel Okafor and asked for a straight answer on two open tickets and a date by which the bordereaux view will be right at 07:00. No answer is in the thread.
22 Oct 2025 Scheduling the security review sessionHannah Lowe and Nadia Osei agreed a working session for the security review on a Thursday at 14:00. Nadia listed three open items and warned she cannot give a sign-off date until her capacity providers have reviewed the material.
24 Oct 2025 Terms and implementation detailsSam Entwistle says Fosdyke Packaging is interested in the Starter proposal and asked about system connections and timeline. He then asked for a summary of contract value and payment terms for Beth Varley.
16 Oct 2025 Order form for signatureLewis Kerr sent the Growth order form for signature at a total deal value of £54k. Brendan Moran says he sees no reason to hold back, but wants written confirmation that the support terms match the proposal before he signs.
14 Oct 2025 Quarterly review: finding a dateMarcus Bell asks Zoe Kendrick for a 30-minute quarterly review before the 21 Nov 2025 renewal. Zoe asks whether claims can see the same figures, wants it short, and says Nigel will join for the renewal part.
15 Oct 2025 Renewal call: a time that suitsRenewal scheduling thread. Daniel Okafor shares that usage has picked up and proposes call times. Stuart Kenyon agrees Friday at 09:00 and says Ruth told him much the same last week.
17 Oct 2025 Finding a time for the demoLogistical thread: Tom Ashdown offered demo slots and Joost Verbeek accepted Thursday at 10:00, with the data engineer attending. He wants the merchant view showing HubSpot and Zendesk together.
15 Oct 2025 Finding a time to talk about the renewalGraeme Charlton accepted a renewal call on Thursday at 09:30 and asked for the return on the larger tier in a form he can put to the board. Marcus Bell will bring Lewis Kerr for pricing.
16 Oct 2025 Support follow-up on your recent ticketSupport thread on an unspecified ticket. Karin Sjöberg said it seemed better but wanted Linnea to check before calling it solved. Bethan Lister kept the ticket open; no further customer reply in the thread.
15 Oct 2025 Renewal conversation: finding a timeMarcus Bell asked for a renewal call; Simon Ashworth accepted Thursday afternoon, half an hour at most, and asked for an invite. Largely logistical, with a curt tone.
11 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 October 2025Alice Brewer invited Lindsey Ward to a BB-Demo webinar on Thursday 16 October 2025. Marketing invitation only; there is no customer response in the thread.
11 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 October 2025Logistical invitation from BB-Demo marketing to Heather Gillespie for the 16 Oct 2025 webinar. There is no customer response in the thread.
13 Oct 2025 Onboarding: rescheduling the connector sessionOnboarding thread: finance has not yet given accounting system access, so Aisling Kiely agreed to a shorter CRM-only session, held on 13 Oct 2025. The next session waits on finance.
10 Oct 2025 Invoice INV-154-0005 for Brimscombe EnergyRachel Dunmore sent Mandy Gasson invoice INV-154-0005 for the Enterprise subscription, issued 10 Oct 2025: net £29k, VAT £5,750, gross £34k, due 9 Nov 2025. Logistical billing thread; no customer response in the thread.
10 Oct 2025 Brimscombe Energy: your Enterprise renewalDaniel Okafor opened the Enterprise renewal with Graham Tovey, targeting agreement by 19 Dec 2025. Graham welcomed early notice, asked for usage tied to complaint handling and Ofgem, and wants Siân's view before any proposal.
10 Oct 2025 Invoice INV-084-0003Rachel Dunmore sent invoice INV-084-0003 on 10 Oct 2025 under the Enterprise order form: net £25k, gross £30k, due 9 Nov 2025. She asked Gavin Rudd for a PO number. There is no customer response in the thread.
10 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 Oct 2025Alice Brewer invited Morag Cowie to the BB-Demo webinar on 16 Oct 2025. This is a marketing invitation with no customer response in the thread.
10 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 Oct 2025Logistical marketing invitation from Alice Brewer to Liz Waddington, Head of Procurement, for the 16 Oct 2025 webinar. No customer reply in the thread.
9 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 October 2025Alice Brewer invited Siân Pritchard to a BB-Demo webinar on 16 Oct 2025, as guest or speaker on one customer, one view. There is no customer response in the thread.
9 Oct 2025 BB-Demo webinar, 16 October 2025Logistical event invitation from Alice Brewer to Mairead Hurley for the 16 Oct 2025 webinar. There is no customer response in the thread.
9 Oct 2025 Setting up your demoMostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.
13 Oct 2025 Renewal conversation: finding a timeDaniel Okafor asked Graham Tovey for an early renewal conversation ahead of the contract end on 9 Jan 2026. Graham agreed, but will not sign without a colleague's view and wants the headline first: value, cost and what changes.
8 Oct 2025 Invitation: customer webinar next ThursdayLogistical event invitation: Alice Brewer invited Iain Lumsden, IT and Data Protection Manager, to the online customer webinar on 16 Oct 2025. There is no customer response in the thread.
9 Oct 2025 Let's discuss the proposalTom Ashdown asked Beth Varley, Finance Director, for a proposal and commercial terms conversation. Beth offered Monday or Tuesday and Tom proposed Tuesday at 10:00. Logistical thread.
13 Oct 2025 Following up on our discovery callLewis Kerr recaps the discovery call and quotes £62k for Growth, including implementation and the first year. Rajesh Mistry accepts the recap but will not commit on a call and asks for a written breakdown.
7 Oct 2025 Invoice INV-173-0001Billing thread: Rachel Dunmore sent Maureen Ellis invoice INV-173-0001 for implementation, £6,000 plus VAT £1,200, total £7,200, due 6 Nov 2025, and asked for the PO number. There is no customer response in the thread.
7 Oct 2025 Your BB-Demo renewal: notice and next stepsMarcus Bell sent the formal renewal notice on the Growth contract, which runs to 5 Jan 2026, and flagged an open Enterprise renewal deal of £119k. Aim is signature by 22 Dec 2025. No customer reply in the thread.
8 Oct 2025 Finding time to talk about the renewalMarcus Bell asks Rob Ellery for a 30-minute renewal call. Rob picks Friday morning before 11:00, asks how long it will take, and says he will try to bring Jenna in. Logistical thread, no commercial position stated.
9 Oct 2025 Demo schedulingLogistical thread. Priya Raman asked Lien Verstraete to lock a demo slot on a Wednesday or Thursday. Lien replied on 9 Oct 2025 that Wednesday works. The thread does not give the date.
6 Oct 2025 BB-Demo webinarAlice Brewer invited Anita Mistry to a 16 Oct 2025 webinar for facilities and contract management data leads. Logistical event invitation; no customer response in the thread.
8 Oct 2025 Onboarding session schedulingLogistical thread: Laura Penhaligon and Alan Rennie agreed a Friday morning session to choose which billing sources to connect first. Alan replied late because of month-end preparation.
8 Oct 2025 INV-094-0003: Payment overdueRachel Dunmore chased INV-094-0003 for £23k on 6 Oct 2025. Tracey Bainbridge replied on 8 Oct 2025 that payment had gone out the day before and should arrive within a couple of days.
6 Oct 2025 Invitation to our online webinar on Thursday 16 Oct 2025Alice Brewer, BB-Demo's Head of Marketing, invited client account director Jess Ferrand to an online webinar on 16 Oct 2025. There is no customer response in the thread.
10 Oct 2025 Follow-up from our QBRAfter the QBR, Marcus Bell noted 40 licensed users with active use well below that and a contract to 30 Nov 2025. Liam Doherty wants the depots using the brain properly, starting with Trafford Park.
5 Oct 2025 Invitation to our webinar on Thursday 16 October 2025Marketing invitation from Alice Brewer to Morven Tait for the customer webinar on Thu 16 Oct 2025. Purely promotional, and the thread holds no customer response.
5 Oct 2025 Invitation: BB-Demo webinar on Thursday 16 October 2025Alice Brewer invited Joanne Unwin to the 16 Oct 2025 webinar on one layer over CRM, email, tickets and billing, citing Harvey's conversations with her team. No customer response in the thread.
3 Oct 2025 Onboarding: next session and what to prepareAisling Kiely holds CRM admin but the accounting system sits with finance, so she asked to start with the CRM. Hamza Akhtar agreed and offered a note for finance.
3 Oct 2025 Webinar invitation: our session on 16 Oct 2025Alice Brewer invited Daan Visser to the 16 Oct 2025 webinar on merchant visibility. Marketing outreach only; there is no customer response in the thread.
8 Oct 2025 Carnmoor Growth proposal: follow-up after Friday's callIan Prendergast, Finance Director, wants the £54k split into one-off and recurring lines and will not accept a percentage without its base. He asked for cost per vehicle workings and agreed nothing on price.
3 Oct 2025 Training materials and attendeesHamza Akhtar asked which agency groups and topic to use for the training examples. Siobhán Nolan chose renewals first, then support tickets, and said the team is most worried about renewals.
7 Oct 2025 Training session schedulingLogistical thread. Hamza Akhtar and Siobhán Nolan agreed two shorter training blocks on a Thursday at 10:00 and 14:00 for the customer success team, which is on support rota.
7 Oct 2025 Following up on our discovery callAfter the Growth tier proposal, Matthias Ebner, Chief Operating Officer, said he would not go to information security and procurement without written answers on governance, exit and the BaFin outsourcing register.
9 Oct 2025 Your renewal noticeMarcus Bell issued the formal renewal notice for the Starter term ending 3 Jan 2026. Rob Ellery, the managing director, asked what the team has used the brain for before deciding. Marcus promised a one-page summary.
3 Oct 2025 Scheduling renewal discussionLogistical thread. On 2 Oct 2025 Marcus Bell asked Ronald Hetherington for a 30-minute renewal call before the end of October. Ronald replied on 3 Oct 2025 that a Friday morning works. No renewal terms were discussed.
7 Oct 2025 Starter order formSales thread: Lewis Kerr sent the Starter order form for £26k. William Coultas said finance had approved and the PO was being raised. Lewis said he would send the fully signed copy that day and start implementation the following week.
2 Oct 2025 Follow-up from our QBR: usage and next stepsOn 2 Oct 2025 Marcus Bell wrote to Craig Ashwell and Sunil Kapoor after the QBR: 40 licensed users but few active daily, concentrated in commercial and systems. He proposed training and flagged the unpaid invoice. No customer reply.
2 Oct 2025 Webinar invitation, 16 Oct 2025Logistical event invitation from Alice Brewer to Robin Hatherell for the 16 Oct 2025 BB-Demo webinar. There is no customer response in the thread.
2 Oct 2025 Webinar invitationAlice Brewer invited Hugh Fenton to a webinar on Thursday 16 Oct 2025 about property data. Marketing outreach only, with no customer response in the thread.
3 Oct 2025 Your BB-Demo renewal: Growth subscription ends 31 Dec 2025Marcus Bell sent the formal Growth renewal notice (£40k, 40 licensed users, term ending 31 Dec 2025). COO Simon Ashworth replied tersely, asked for usage and monthly cost, and said the account would be reviewed at renewal.
3 Oct 2025 Your BB-Demo renewalMarcus Bell opened the renewal on 2 Oct 2025 for the Starter contract ending 31 Dec 2025. Asif Nuttall agreed to talk and asked for November dates; Marcus promised options by the next day.
6 Oct 2025 Setting up a discovery callLewis Kerr asks Gemma Holt for discovery call slots. Gemma offers Wednesday afternoon or Thursday at 14:00, will bring customer service for the second half and will tell Rajesh. Logistical thread, no commercial terms.
1 Oct 2025 Renewal conversationDaniel Okafor tells Hugo Bacon the renewal window is open and asks for a call. Hugo agrees to catch up early next week, Tuesday or Wednesday afternoon. The thread does not show his view on renewing.
1 Oct 2025 Invoice INV-155-0006: second payment reminderBilling thread. On 1 Oct 2025 Rachel Dunmore sent Debbie Rowntree a second reminder that invoice INV-155-0006 (£13k gross) was unpaid. There is no customer response in the thread.
1 Oct 2025 Scheduling the next conversation on termsSophie Ling asked Ruud Verhoeven for a half-hour call on remaining terms. He prefers early next week and wants the points in writing first, as he does not decide on a call.
1 Oct 2025 Onboarding: next steps and a session this weekAfter the 1 Oct 2025 call Hamza Akhtar proposed a session on bringing in the remaining teams and admin self-service. Femi Olatunji agreed, said use has gone better than expected and asked for the admin walkthrough.
1 Oct 2025 Invoice INV-082-0004Rachel Dunmore sent Carl Whittle invoice INV-082-0004, issued 1 Oct 2025: net £2,614, VAT £523, gross £3,137, due 31 Oct 2025. Billing thread asking for a PO number. No customer response in the thread.
7 Oct 2025 Next steps in discoveryGreyfriar Wealth's chief executive asked for a proposal with timing and cost, then said it looks good and asked for a demo in early November. Interest is positive, but the thread shows no commitment to buy.
1 Oct 2025 Invoice INV-024-0004 for your Growth subscriptionRachel Dunmore sent Wouter Kok invoice INV-024-0004 for £11k, the quarterly Growth subscription in advance, due 31 Oct 2025. It is logistical, and there is no customer response in the thread.
2 Oct 2025 Onboarding sessions: finding a timeLogistical thread: Aisling Kiely, now admin, took a week to reply and will attend the first working session alone. Hamza Akhtar agreed to send an invite for Friday morning.
30 Sep 2025 Discovery call: finding a timeKatrin Vogelsang, Head of Merchant Operations, accepted a Thursday afternoon discovery session from 14:00. She set an agenda and said data must stay in an EU region, and asked for sources on data handling.
30 Sep 2025 BB-Demo webinar invitationMarketing invitation from Alice Brewer to Sam Entwistle for a 16 Oct 2025 webinar. Logistical only, and there is no customer response in the thread.
1 Oct 2025 Check-in before the quarter closesMarcus Bell asked Nicola Brearley for a check-in to review two tickets and rollout. She agreed, wanting Imran's ticket properly sorted first, and asked for site-based customer search. She wants the fix and its owner.
3 Oct 2025 Renewal call: booking a slotMarcus Bell pressed for a firm time for the renewal discussion. Nigel Ferris apologised for the delay and offered Monday or Tuesday late morning. Marcus agreed to ring on Monday.
27 Sep 2025 Invitation to our online webinar on Thursday 16 Oct 2025Logistical event invitation: Alice Brewer invited Finance Director Hamish Crawford to an online customer webinar on Thu 16 Oct 2025. There is no customer response in the thread.
27 Sep 2025 Invitation: our stand at the data leaders conference in AmsterdamAlice Brewer invited Mark Siddall to join the BB-Demo stand at the Amsterdam data leaders conference on Wed 8 Oct 2025 and offered a customer story. There is no customer response in the thread.
26 Sep 2025 Webinar on revenue operationsAlice Brewer invited Sue Ditchfield to a BB-Demo online webinar on 16 Oct 2025 about how other teams use the brain. Marketing outreach only; no customer response in the thread.
29 Sep 2025 Expansion order form for signaturePriya Raman sent Stuart Haworth the £2,614 expansion order form for signature by Tuesday 30 Sep 2025. Stuart asked for the headline, the cost and any movement. Priya said there is no movement. No signature is recorded in the thread.
26 Sep 2025 Your Pentreath renewalDaniel Okafor gave Philip Annear early notice that the £48k Growth subscription for 50 users renews on 27 Dec 2025, flagged uneven usage, and asked for a call before the planned 10 Dec 2025 close. No customer reply in the thread.
26 Sep 2025 Invitation: BB-Demo webinar on Thursday 16 Oct 2025Logistical marketing invite: Alice Brewer invited Leanne Moss and her team to a BB-Demo webinar on 16 Oct 2025. The thread holds no customer reply.
26 Sep 2025 Following up on our discovery callFollowing discovery, Joost Verbeek confirmed Tom Ashdown's summary and insisted the demo use real HubSpot and Zendesk data. He also wants the order form to state what is delivered and by when.
26 Sep 2025 Walking through the proposal: finding a timeSophie Ling and Gemma Thorne fixed a live proposal walkthrough at 15:00 on a Wednesday. Gemma asked that the proposal go to no one else yet and said she cannot decide commercial terms alone.
25 Sep 2025 Call to go through the order form termsLogistical thread. Lewis Kerr proposes a thirty-minute call to settle remaining order form terms after compliance review. There is no customer response in the thread.
30 Sep 2025 QBR: getting a date in the diaryMostly logistical: Marcus Bell booked the next Growth QBR with Liam Doherty for a Wednesday morning. Liam asked to add a slot on depot managers' usage, saying two of them have started asking questions again.
24 Sep 2025 Heads of revenue ops webinar next monthAlice Brewer invited Janice Haddon to a 16 Oct 2025 webinar for heads of revenue operations and finance teams. This is a marketing invitation, and there is no customer response in the thread.
26 Sep 2025 Onboarding: connector session and data checkThe billing connector completed its first load. Alan Rennie found a handful of duplicated accounts caused by old references, and Laura Penhaligon agreed to merge them on the brain side without changes to the accounting system.
26 Sep 2025 Follow-up from the quarterly reviewDaniel Okafor summarised the quarterly review: users slightly down, three ordinary tickets, contract to 9 Jan 2026. Graham Tovey asked about the dip, wants renewal terms early and asked whether tickets touch complaint handling.
24 Sep 2025 Invitation: BB-Demo webinar on 16 Oct 2025Logistical event invitation from Alice Brewer to Graeme Charlton for the 16 Oct 2025 customer webinar. There is no customer response in the thread.
29 Sep 2025 BB-Demo proposalTom Ashdown said on 24 Sep 2025 he would prepare a proposal after a call and asked for a walkthrough slot. Sam Entwistle replied on 29 Sep 2025 that the following week was tight but offered Thursday morning.
23 Sep 2025 Onboarding scheduling for ClashmoreAisling Kiely accepted a Thursday or Friday morning kick-off, will bring a senior consultant yet to be named, and suggested starting with a small user group before widening access.
26 Sep 2025 Scheduling your next QBRMarcus Bell proposed a half-hour QBR to review usage across 40 licensed users. Craig Ashwell agreed, acknowledged fewer people are using the brain, and asked for numbers by team and who has stopped.
23 Sep 2025 Follow-up from our call: the expansion order formAfter a call, Priya Raman recapped an expansion order form at £2,614 on Starter, at the negotiation stage. Lauren Pilkington agreed with the recap and asked for confirmation that client roles and complaints stay visible. Stuart and Carl did not reply.
23 Sep 2025 BB-Demo webinarLogistical marketing invitation from Alice Brewer to Sara Forsberg for a 16 Oct 2025 webinar on connecting systems in Snowflake. There is no customer response in the thread.
26 Sep 2025 Discovery follow-upSophie Ling confirmed the discovery call. CFO Wim Goossens said the plan is a decision by year end, but he wants pricing and implementation effort first. Sophie will send a Growth tier proposal.
24 Sep 2025 Follow-up from the demo and next stepsSophie Ling recapped the Growth proposal at £54k total deal value, one-off implementation included. Priti Varma replied with two questions: how current the data is, and how access is limited to her own accounts.
22 Sep 2025 INV-094-0003: Payment reminderOn 22 Sep 2025 Rachel Dunmore reminded Tracey Bainbridge that INV-094-0003 for £23k was overdue, having fallen due on 14 Sep 2025. There is no customer response in the thread.
22 Sep 2025 Check-in call, shall we schedule?Esther Quaye proposed a check-in call on how the customer is getting on with the brain. Elliot Kirkby agreed to Tuesday next week and asked what time. Logistical; the call's outcome is not in the thread.
25 Sep 2025 Following up on our discovery callAfter discovery, Priya Raman recommended the Growth tier at a total deal value of £62k, with a target of 16 Jan 2026. Tyler Brooks asked for the bottom line and left detail to Dana Whitaker.
21 Sep 2025 Data leaders conference invitationAlice Brewer invited Sam Entwistle, Head of Business Systems, to the Data leaders conference in Amsterdam on 8 Oct 2025, where BB-Demo was exhibiting. No customer response in the thread.
22 Sep 2025 Kickoff follow-upAfter kickoff, Laura Penhaligon asked for CRM and call recorder credentials and said the brain could be live within a week. Stephanie Lowes agreed to send them and asked what the call recorder side needs.
22 Sep 2025 Kickoff call schedulingDeirdre Barry replied to the kickoff request with slots and asked that consultants can see a client's roles, placements and invoices together on one page, to be shown on the call.
19 Sep 2025 Invitation: BB-Demo stand at the Data leaders conference, AmsterdamAlice Brewer invited Dean Furlong to the BB-Demo stand at the Data leaders conference in Amsterdam on Wednesday 8 October 2025, noting quieter activity across 40 licensed users. There is no customer response in the thread.
19 Sep 2025 Revenue leaders roundtableAlice Brewer invited Kirsty Ingham to a London roundtable for heads of revenue operations on 23 Sep 2025. This is a marketing invitation; there is no customer response in the thread.
18 Sep 2025 Subscription invoice INV-163-0002Billing thread: BB-Demo's finance manager sent the first annual Starter subscription invoice of £19k, due 18 Oct 2025, and asked for a PO number. There is no customer response in the thread.
18 Sep 2025 Revenue leaders roundtable, Tuesday 23 September 2025Alice Brewer invited Finance Manager Andy Buckley to a London revenue leaders roundtable on 23 Sep 2025. Logistical invitation; there is no customer response in the thread.
22 Sep 2025 Time for a check-in?Daniel Okafor asked for a check-in on 18 Sep 2025. Deepa Chauhan replied on 22 Sep 2025 asking for a view of branch manager use against head office, usage by team beforehand and credit control present.
23 Sep 2025 Discovery call – finding a slotTom Ashdown sought a discovery call with Joost Verbeek. Joost agreed to Thursday 14:00 with one merchant risk colleague and asked for a focus on what the brain does with Veldmaat's own systems.
17 Sep 2025 Payment reminder: invoice INV-155-0006BB-Demo's Finance Manager chased invoice INV-155-0006 (£13k gross), a week past its 10 Sep 2025 due date, and asked about any query holding it up. There is no customer response in the thread.
17 Sep 2025 Invitation: data leaders conference in AmsterdamAlice Brewer invited IT Manager Mirjam Hendriks to the BB-Demo stand at the Amsterdam data leaders conference on 8 Oct 2025. There is no customer response in the thread.
22 Sep 2025 Follow-up from the quarterly reviewMarcus Bell recapped actions from the review. Sunita Bains is checking the licensed user list for inactive or moved people and says no major CRM field changes are known.
18 Sep 2025 Scheduling our discovery conversationLogistical thread. Priya Raman asked for a discovery call and Dana Whitaker proposed Tuesday morning at 10:00 Chicago time, with no IT attendee confirmed.
18 Sep 2025 Upgrade timing and discretionary spendRichard Thorne, Chief Operating Officer, put the upgrade on hold until year end after freezing discretionary spend. He asked for no contact before then and one page with a single all-in cost for the board.
16 Sep 2025 Revenue leaders roundtable in London, Tuesday 23 Sep 2025Alice Brewer invited Kenneth Fell to an in-person London roundtable on Tue 23 Sep 2025. Event invitation only, with no customer response in the thread.
16 Sep 2025 Notes from our check-inMarcus Bell reported active users down around a fifth against 40 licensed users. Cerys Llewellyn put it down to summer absence and accepted a session on per-operator views for the day-to-day team.
16 Sep 2025 Quarterly review: timing and agendaDaniel Okafor proposed a quarterly review that includes the 9 Jan 2026 renewal. Siân Pritchard agreed and asked for measured usage by team against last year, to show what the business gets from 180 licensed users.
18 Sep 2025 Finding a time for our check-inMostly logistical: Daniel Okafor and Saskia Mendes fixed a check-in for a Thursday afternoon. Saskia volunteered that not everyone has been logging in over the summer and asked to discuss making it simpler for directors.
16 Sep 2025 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Marloes Hendriks, the customer's Chief Financial Officer, to the Revenue leaders roundtable in London on Tuesday 23 September 2025. There is no customer response in the thread.
23 Sep 2025 Follow-up from demoAfter the demo, Donna Underwood said it was helpful, asked for the details, then said the quote looked good and asked for the next step. Lewis Kerr's last message in the thread was on 19 Sep 2025.
16 Sep 2025 Revenue leaders roundtable in LondonAlice Brewer wrote to Claire Haddon, the invoice contact, on 16 Sep 2025 asking her to pass a 23 Sep 2025 London roundtable invitation to Jenna or Rob. There is no customer response in the thread.
15 Sep 2025 Revenue leaders roundtable, 23 Sep 2025Alice Brewer invited Colin Airey, Managing Director, to a BB-Demo Revenue leaders roundtable in London on 23 Sep 2025. A single outbound marketing email; there is no customer response in the thread.
15 Sep 2025 Invoice INV-169-0003Rachel Dunmore sent Brenda Oldroyd invoice INV-169-0003 for the Starter renewal, issued 15 Sep 2025, due 15 Oct 2025, total £23k. Purely logistical. There is no customer response in the thread.
17 Sep 2025 Time to talk about the renewalPriya Raman asked Stuart Haworth for time to discuss the renewal ahead of the 30 Apr 2026 contract end. Stuart questioned whether enough people use the brain, then agreed to a Thursday slot and asked for the headline first.
15 Sep 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Nadia Bashir, an admin of the brain at Grisedale Search & Selection, to the London revenue leaders roundtable on 23 Sep 2025. Logistical event invitation. No customer response in the thread.
14 Sep 2025 Invitation: BB-Demo stand at the data leaders conference, AmsterdamAlice Brewer invited Kofi Mensah to the BB-Demo stand at an Amsterdam data leaders conference on Wednesday 8 October 2025. A marketing event invitation only; there is no customer response in the thread.
12 Sep 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Penmaen Software's CFO Huw Bevan to a London roundtable on 23 Sep 2025. Marketing invitation only, and there is no customer response in the thread.
15 Sep 2025 Quick check-in next week?Marcus Bell proposed a check-in citing healthy usage and no tickets. Kelly Swainston agreed, said the team use the returns view most, and wants to look at how returns tickets are pulled together.
15 Sep 2025 Demo on your own data: finding a timeGemma Thorne accepted a demo on a sample of Carnmoor Fleet Leasing's own data at Thursday 14:00, and will bring a corporate account manager and someone from the service desk. Her one concern is IT sight of any data extract.
16 Sep 2025 Follow-up after the demoAfter the demo Kofi Asamoah asks how the nightly refresh works and flags a client-list mismatch between leasing system and CRM. He has not yet sent the source list. Sophie restates £54k and an 18 Nov 2025 close.
12 Sep 2025 Revenue leaders roundtableAlice Brewer invited Megan Ibbotson, Finance Manager, to a London roundtable on 23 Sep 2025. There is no customer response in the thread. It is an event invitation with no commercial content.
12 Sep 2025 Order form, Starter renewalTom Ashdown sent the Starter renewal order form, one year at £20k on the same terms. Jonathan Marsden said it looked good and that he would sign it that afternoon. Tom acknowledged receipt on 12 Sep 2025.
11 Sep 2025 Invitation: BB-Demo webinar on Thursday 18 September 2025Alice Brewer invited Lindsey Ward, Credit Controller, to a BB-Demo webinar on 18 Sep 2025. Logistical marketing invitation; there is no customer response in the thread.
16 Sep 2025 Follow-up: Growth proposal for Brinkerhof DistributieTom Ashdown sent the Growth proposal at a total deal value of £56k. Financial Director Ruud Verhoeven asked for the annual cost and whether the implementation fee is fixed, and wants invoices to match the contract.
11 Sep 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Lauren Pilkington to an in-person revenue leaders roundtable in London on 23 Sep 2025. The thread holds one message and no customer response, so attendance is not shown.
15 Sep 2025 When works for the demo?Logistical thread. Tom Ashdown asked on 11 Sep 2025 for a demo slot after an earlier chat; Sam Entwistle replied on 15 Sep 2025 offering Wednesday or Thursday afternoon the following week.
16 Sep 2025 Next stepsLogistical thread. Lewis Kerr proposed a demo on Silverbeck Energy Services' own data the following week. Kirsty Ingham replied on 16 Sep 2025 offering Tuesday afternoon.
10 Sep 2025 Invoice INV-172-0002, Annual subscriptionBilling thread: BB-Demo finance sent Pelton Grange Care invoice INV-172-0002 for the annual subscription and asked for a PO number. There is no customer response in the thread.
16 Sep 2025 Clonvara proposal: follow-up and next stepsLewis Kerr sent the Growth proposal at a total deal value of £54k, covering implementation and the first year. COO Brendan Moran asked about version control and data access, and would not commit to 26 Sep 2025.
12 Sep 2025 Scheduling your quarterly reviewHelen Varley agreed to a quarterly review but said she is concerned that fewer account managers are logging in. She wants usage broken down by trust.
15 Sep 2025 Finding time for a check-inHelen Marsden agreed to a check-in only if Daniel Okafor brings the source of the arrears figures that do not reconcile. Daniel promised an engineer trace and an answer by Wednesday.
10 Sep 2025 Quarterly review: finding a timeHelen Marsden says the board pack arrears section still does not reconcile to the housing management system, and fewer colleagues are using the brain while IT discusses an in-house platform. She wants this raised openly in the review.
9 Sep 2025 Invoice INV-083-0003 for Kingdon DiagnosticsRachel Dunmore sent Kirsty Robson invoice INV-083-0003 for £2,934 net, £3,521 gross, due 9 Oct 2025. Purely billing; no customer response in the thread.
9 Sep 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer, BB-Demo's Head of Marketing, invited Bryony Searle to an in-person Revenue leaders roundtable in London on Tuesday 23 September 2025. There is no customer response in the thread.
8 Sep 2025 Revenue leaders roundtable in LondonAlice Brewer invited Head of Finance Russell Bland to an in-person Revenue leaders roundtable in London on 23 Sep 2025. Purely an event invitation, with no customer response in the thread.
9 Sep 2025 Renewal: finding a time to talkMarcus Bell asked for a renewal conversation. Liam Doherty agreed, asked for examples of what the brain caught early rather than logins, and said he may question whether forty seats is right. A Thursday 10:00 call was proposed.
7 Sep 2025 Event invitation, roundtable in LondonMarketing invitation from Alice Brewer to Susan Tweddle for a London roundtable on 23 Sep 2025 for care and health finance and operations teams. There is no customer response in the thread.
7 Sep 2025 Invitation: BB-Demo webinar for your key-account teamLogistical marketing invite from Alice Brewer to Lee Garside for a BB-Demo webinar on 18 Sep 2025. There is no customer response in the thread.
7 Sep 2025 Webinar on Thursday 18 September 2025: would your team like to join?Alice Brewer invited Helen Varley to the 18 Sep 2025 webinar, saying team activity has been quieter in recent weeks and the licences for up to 40 users should be used well. No customer response in the thread.
10 Sep 2025 Next steps on your Starter proposalSales thread: after a call, Sophie Ling sent a Starter proposal for £26k. Maureen Ellis asked how the cost splits between now and later, then said she would review with William Coultas and revert early the following week.
5 Sep 2025 Invoice INV-163-0001 for implementationRachel Dunmore sent Donal Coughlan invoice INV-163-0001 for the Starter implementation fee, net £6,000, VAT £0, due 5 Oct 2025. It is logistical, and there is no customer response in the thread.
8 Sep 2025 Scheduling the onboarding sessionsLaura Penhaligon booked a working session with Alan Rennie, the brain's admin on the billing side. He agreed to Tuesday afternoon and warned that billing extracts hold legacy customer references that do not match the CRM.
9 Sep 2025 Scheduling the demoMostly scheduling: Gemma Thorne confirms the demo for Thursday morning at 10:00 and asks for one corporate client shown through three views. She says anything commercial goes through Ian.
8 Sep 2025 Following up on the QBRAfter the QBR follow-up of 5 Sep 2025, CFO Rupert Lasker replied on 8 Sep 2025 that he is uncomfortable paying for a tool most licensed users do not open. He asked for the annual cost to be confirmed and whether the team can do more in-house.
5 Sep 2025 Booking the proposal walkthroughLogistical thread. Lewis Kerr asks to book a half-hour proposal walkthrough and Siobhán Dunne picks Tuesday at 10:00. She asks that brokers lead the session and that data control is covered properly.
4 Sep 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Ian Prendergast to a revenue leaders roundtable in London on 23 Sep 2025. A single outbound invitation: there is no customer response in the thread.
5 Sep 2025 Onboarding sessions: finding a timeHamza Akhtar asked Niamh Fogarty for times for two onboarding sessions. Niamh offered Tuesday or Wednesday morning, wants a colleague on the second, and asked who approves admin access to sources. Largely logistical.
10 Sep 2025 Order form for signatureLewis Kerr sent the £2,934 plus VAT order form. CFO Graeme Charlton did not sign and asked what the return is, citing light usage. Lewis agreed to send a note on current use and removed any deadline pressure.
5 Sep 2025 Following up on your support requestOlivia Grant said a change made on BB-Demo's side should load excursion tickets and orders in the pharmaceutical client view. Wes Jago on 5 Sep 2025 said it is better but not fixed, and some of his team have stopped using it when numbers look off.
8 Sep 2025 Fenmoor check-in: a quick conversation about usageDaniel Okafor flagged a dip in active users. Callum Reid said not all of it was holiday, asked who dropped off and why, and wants a user breakdown on Thursday before eleven. Daniel agreed.
4 Sep 2025 Follow-up from the QBRAfter the QBR, Andrew Sugden, the CFO, questioned the £40k a year, asking how many of the forty users are active weekly and what it costs to add the rest. Marcus Bell said more users inside the 40 cost nothing extra.
5 Sep 2025 Scheduling the proposal walkthroughTom Ashdown and Femke van Gestel agreed a proposal walkthrough on Thursday at 14:00 with Ruud Verhoeven. Femke wants the account managers' view first, then commercial terms. Logistical, with constructive engagement.
4 Sep 2025 Finding a time for the renewal conversationLogistical renewal thread. Daniel Okafor asks Stuart Kenyon for a thirty-minute call before the term ends on 30 Nov 2025. Stuart accepts Thursday at 10:00 and says he will ask Ruth to join.
2 Sep 2025 Webinar invitation: 18 Sep 2025Alice Brewer invited Kristin Lindahl and her teams to an online BB-Demo webinar on 18 Sep 2025. Purely an event invitation, with no customer response in the thread.
2 Sep 2025 Order form for signatureLewis Kerr sent Cian O'Leary the Starter order form, deal amount £25k including implementation, aiming to close on Thu 4 Sep 2025. Cian said he would read it that night and that Thursday should be fine.
10 Sep 2025 Kickoff follow-up and security review next stepsAfter kickoff, Kenmure's Head of Information Security set three conditions before any connector goes live. Laura Penhaligon answered each and committed that no connector is switched on until he signs off the roles.
2 Sep 2025 Invitation: BB-Demo webinar, Thursday 18 Sep 2025Marketing invitation to Joost van der Linden to the online BB-Demo webinar on 18 Sep 2025. Promotional only. No customer response in the thread.
3 Sep 2025 Booking in a usage review for GrisedaleMarcus Bell asked for a usage review after falling logins. Lauren Pilkington agreed and said a few consultants went back to old spreadsheets over the summer, and again asked about seeing client complaints.
2 Sep 2025 Invitation to our September webinarAlice Brewer invited Jonas Albrecht, Data Engineering Lead, to the online webinar on Thursday 18 September 2025. The thread is a single outbound invitation with no customer response.
2 Sep 2025 Booking the QBRDaniel Okafor flags fewer logins and asks to book the QBR. Saskia Mendes confirms usage has dipped, agrees to the QBR and warns that Rupert will want to know what he is getting for the money.
2 Sep 2025 Scheduling the proposal callLewis Kerr asked Chris Riley for a call the following week to go through the proposal with his team. There is no customer response in the thread. Logistical in nature.
8 Sep 2025 Follow-up: demo and next stepsSiobhán Dunne confirmed the agreed actions but asked which broker data version the demo used, and said budget is not hers to commit. Lewis Kerr is holding the proposal until she names who should see it.
2 Sep 2025 Notes from our check-inMarcus Bell sent notes from the check-in showing usage down, mainly among depot account managers. Liam Doherty agreed, took ownership of the adoption gap and asked for a usage split by depot and a session before renewal talks.
1 Sep 2025 Invitation: BB-Demo webinar on Thursday 18 September 2025Marketing invitation: Alice Brewer invited Heather Gillespie to a BB-Demo webinar on 18 Sep 2025 for newly live teams. No customer response in the thread.
1 Sep 2025 Your Dunholm Precision renewal and next stepsDaniel Okafor gave formal notice that the Growth subscription renews at term end on 30 Nov 2025. Stuart Kenyon asked what it saves and said he will follow Ruth's view of whether it works.
1 Sep 2025 Revenue leaders roundtableMarketing invitation from Alice Brewer to Emma Haworth for a London revenue leaders roundtable on 23 Sep 2025. There is no customer response in the thread.
4 Sep 2025 Your Growth subscription renewalMarcus Bell sent the formal renewal notice for the Growth subscription. Liam Doherty is unsure what renewal looks like and expects finance to question paying for 40 users when few are active, though users still find value.
31 Aug 2025 Invitation: Revenue leaders roundtable in LondonAlice Brewer invited Shane Twomey to the Revenue leaders roundtable in London on Tuesday 23 Sep 2025. The thread is a single outbound invitation and there is no customer response in the thread.
30 Aug 2025 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Declan Moran, or a customer success colleague, to an in-person revenue leaders roundtable in London on Tuesday 23 Sep 2025. There is no customer response in the thread.
29 Aug 2025 Your renewal in NovemberMarcus Bell wrote to Ronald Hetherington ahead of the 27 November 2025 Starter renewal, noting lower recent activity and asking for a 30-minute call. There is no customer response in the thread.
29 Aug 2025 Year one subscription invoice INV-178-0002Rachel Dunmore sent Maeve Doherty the first-year Starter subscription invoice INV-178-0002 for £19k (no VAT), due 28 Sep 2025, for 15 licensed users running through 28 Aug 2026. No customer response in the thread.
1 Sep 2025 Quick check-inMarcus Bell raised low logins and fewer questions asked. Craig Ashwell agreed, said part of it was his own lack of push, and asked for a call on Thursday afternoon and a summary of what the team has been asking.
3 Sep 2025 Next onboarding sessionHamza Akhtar asked on 29 Aug 2025 for another onboarding session on unconnected sources and recent tickets. Femi Olatunji replied on 3 Sep 2025 offering Thursday morning and dropping one ticket as his own misreading.
2 Sep 2025 Kingdon Diagnostics expansion: where we've got toLewis Kerr quoted an expansion of £2,934 plus VAT, co-termed to the 5 Jan 2026 renewal, and flagged a usage dip. Kirsty Robson had no firm answer and Graeme Charlton did not reply in the thread.
28 Aug 2025 Invoice INV-172-0001, ImplementationLogistical billing thread. Rachel Dunmore sent Susan Tweddle invoice INV-172-0001 for implementation, £12k net (£14k including VAT), due 27 Sep 2025, and asked for a PO number. No customer reply.
28 Aug 2025 Follow-up from our QBRAfter the QBR, Natalie Eze summarised rising use among client managers. Finance Director Steven Holroyd replied that he wants the renewal sent in good time and wants to see what the brain has saved.
29 Aug 2025 Kickoff schedulingLaura Penhaligon asked Shona Baird for kickoff slots now the Enterprise subscription has started. Shona offered Tuesday morning or Wednesday after lunch and will bring provisioning and service desk colleagues.
28 Aug 2025 Invoice INV-156-0002 for the first annual subscriptionLogistical billing thread: Rachel Dunmore sent Heather Gillespie invoice INV-156-0002 for the first Enterprise year and asked for a PO number. No customer response in the thread.
2 Sep 2025 Getting your next QBR in the diaryMarcus Bell asked Nicola Brearley for QBR slots. She replied on 2 Sep 2025 with three asks: missed collections by depot and round, invoices beside complaints, and a view of who is logging in. Logistics plus a clear agenda.
1 Sep 2025 Renewal conversation: finding a timeMarcus Bell asked for 30 minutes on the Growth renewal and noted usage had dipped over the last quarter. Nigel Ferris asked for a phone call and the bottom line. Marcus agreed to ring.
28 Aug 2025 Invoice for your Enterprise subscriptionBilling email of 28 Aug 2025 from Rachel Dunmore to Bernadette Lowry sending the Enterprise subscription invoice: gross £35k, due 27 Sep 2025. No customer response in the thread.
28 Aug 2025 BB-Demo webinarMarketing invitation from Alice Brewer to Asif Nuttall for the 18 Sep 2025 webinar. There is no customer response in the thread.
27 Aug 2025 Webinar, 18 Sep 2025Purely logistical marketing thread: Alice Brewer invited Katie Halsall to a webinar on 18 Sep 2025 on cross-system data in leisure operations. There is no customer response in the thread.
27 Aug 2025 Invitation: BB-Demo webinar on Thursday 18 Sep 2025Alice Brewer invited Mark Dodds, Head of IT and Information Governance, to a customer webinar on 18 Sep 2025. Purely an event invitation; no customer response in the thread.
27 Aug 2025 Setting up the demo on your dataLewis Kerr proposed a one-hour demo on Clonvara's broker and claims data. Siobhán Dunne accepted Thursday at 14:00, will bring Cian, and wants a prep list and a settled source of truth for the broker list.
28 Aug 2025 Setting up a call on the commercial termsLewis Kerr asked CFO Graeme Charlton for a call on commercial terms and raised softer summer usage. Graeme confirmed fewer people are in the system and will commit to nothing new, but accepted a Friday call.
26 Aug 2025 Follow-up from today's demoAfter the 26 Aug 2025 demo, underwriter Cian Farrell said searching referrals alongside claims history would save time each week. He asked whether each person's view can be limited by role.
29 Aug 2025 Catching up on usageMarcus Bell flagged a fall in logins with no tickets raised. Liam Doherty accepted leave explains only part of it, said regulars have stopped looking, and asked for a short one-pager for the depot managers.
25 Aug 2025 BB-Demo webinar, SeptemberLogistical event invite: Alice Brewer invited Robin Hatherell, Director of Finance and Resources, to the BB-Demo webinar on Thursday 18 September 2025. There is no customer response in the thread.
25 Aug 2025 Webinar invitation: join us online on Thursday 18 September 2025Alice Brewer invited Brannock Medical Supplies to the online webinar on 18 Sep 2025 and said fewer people there have been using the brain lately. Paula Rennie did not reply in the thread.
22 Aug 2025 Your renewalDaniel Okafor opened the renewal conversation. Managing Director Hugo Bacon said the team uses the brain but usage has dropped off a bit since the summer, and asked for a call by the end of next month.
27 Aug 2025 Order form for your reviewLewis Kerr sent the order form on 22 Aug 2025. Barry Coxon replied on 26 Aug 2025 that it looked good and that he would sign and return it the next day. Lewis then said he would process it.
26 Aug 2025 Your BB-Demo renewal in NovemberMarcus Bell gave formal notice that the Growth term ends 21 Nov 2025. Managing Director Nigel Ferris asked for the bottom line by phone and wants to see it earning its keep before signing.
22 Aug 2025 Onboarding session: finding a timeHamza Akhtar and Niamh Fogarty agreed a Wednesday morning onboarding session on the support ticket and product usage connectors. Niamh is the only admin set up so far. Mostly logistical.
22 Aug 2025 Notes from our check-in callDaniel Okafor sent his notes from the 22 Aug 2025 call. Fewer people were logging in despite 40 licensed users, day-to-day questions came mostly from Helen's own team, and the term was about to end. No customer reply in the thread.
22 Aug 2025 Finding a time for our next check-inScheduling thread: Daniel Okafor asked for a check-in slot. Siân Pritchard offered a Tuesday or Thursday, cautioned against reading August usage as a trend because of leave, and asked for a view of the most-asked questions.
22 Aug 2025 Follow-up from our discovery conversationSophie Ling recaps discovery and proposes Growth, a demo on Carnmoor's own data and a proposal. Gemma Thorne agrees but cannot decide price without Ian Prendergast, the finance director, and wants to see the proposal paper first.
21 Aug 2025 Booking the QBRMarcus Bell asked to book the next quarterly business review. Pieter van Dam agreed and wants the shipper accounts with the most exception tickets on the first page. He offered Tuesday or Wednesday afternoon.
21 Aug 2025 Finding a time for a check-inDaniel Okafor flagged fewer logins and asked for a check-in. Imogen Hartley confirmed two relationship managers moved to other work and others went back to spreadsheets, and asked to see which questions are being asked.
20 Aug 2025 Call to talk through termsLewis Kerr asked Cian O'Leary for thirty minutes on Starter commercial terms. Cian agreed to Friday morning, asked for the headline cost and consultant benefit first, and said he wants to discuss a discount.
19 Aug 2025 Invoice INV-007-0003 for Calderbrook Housing GroupRachel Dunmore sent Helen Marsden invoice INV-007-0003 for the Growth subscription: £44k net, £53k gross, due 18 Sep 2025. This is a billing thread and there is no customer response in it.
20 Aug 2025 Scheduling a check-inDaniel Okafor asked Helen Marsden for a check-in before the term ended on 1 Sep 2025. She agreed to Friday late morning, one-to-one, and said she could not yet say what happens after 1 Sep 2025.
18 Aug 2025 Implementation invoice INV-178-0001Rachel Dunmore sent Maeve Doherty invoice INV-178-0001 for the implementation: £6,000, no VAT, due 17 Sep 2025. Logistical billing thread with no customer response in the thread.
19 Aug 2025 Catching up before the autumnMarcus Bell asked for a check-in on 2025-08-18, citing a quieter summer. Becky Lawton asked to meet soon because things are shifting on her side and she wants to do it while she is still around. She asked for numbers by team.
18 Aug 2025 Discovery callLogistical thread. After a call on 18 Aug 2025, Lewis Kerr asked Kirsty Ingham for an hour for a discovery session. Kirsty replied the same day offering Wednesday at 10:00 the following week.
15 Aug 2025 Invoice INV-156-0001 for implementationLogistical billing thread: Rachel Dunmore sent Heather Gillespie the implementation invoice and asked for a PO number and confirmation it reached accounts payable. No customer response in the thread.
15 Aug 2025 Your renewal invoiceRachel Dunmore sent Tracey Bainbridge invoice INV-094-0003 for the renewal term: £23k including VAT, due 14 Sep 2025. She asked for confirmation of receipt. There is no customer response in the thread.
15 Aug 2025 First subscription invoice for Carrowkeel SoftwareRachel Dunmore sent Declan Moran invoice INV-085-0002 for the first Growth subscription term, £42k for 40 licensed users, issued 15 Aug 2025 and due 14 Sep 2025. It was unpaid when sent. No customer response in the thread.
19 Aug 2025 Your data systemsTom Ashdown approached Sam Entwistle cold on 15 Aug 2025. Sam replied on 19 Aug 2025 that it could be interesting because the team is always juggling multiple systems. Tom proposed a chat the following week; no time was fixed.
15 Aug 2025 Kadewerk onboarding: scheduling the first sessionLaura Penhaligon asked Yara El Idrissi for a two-hour session to set up connectors to the helpdesk and usage data. Yara offered Monday or Tuesday and asked what time suits. Logistical scheduling thread.
13 Aug 2025 Order form ready to signLewis Kerr sent Diarmuid Kenny the order form and MSA for the Starter tier at £25k for one year. Diarmuid replied he would review that day and return it signed by the end of the week.
13 Aug 2025 Finding a time for a discovery conversationGemma Thorne accepted a Thursday afternoon discovery conversation with Sophie Ling on 13 Aug 2025. She will bring the service desk, saying account managers and the desk do not tell the same story about a client.
15 Aug 2025 Order form for signatureTom Ashdown sent Pauline Metcalfe the renewal order form: Starter, 15 users, £20k for the year. On 15 Aug 2025 she said she was reviewing it and would return it by end of day. No signed copy is in the thread.
18 Aug 2025 Growth demoChris Riley, Head of Data at Ashlowe Medical Group, replied on 18 Aug 2025 after five days, apologised for the delay and asked to see the dashboards builder in a walkthrough the following week. Hannah Lowe is to find a time.
13 Aug 2025 Fenmoor QBR: summary and next stepsDaniel Okafor summarised the QBR for Callum Reid and Richard Thorne: roughly ten or eleven active users against 40 licensed, no tickets or overdue invoices, and a renewal conversation to come before 30 Jun 2026.
13 Aug 2025 Helpdesk connector not syncingHelpdesk records stopped refreshing after Marsden Vale swapped API keys. Bethan Lister traced it to an expired key and sent a new one. The thread ends before the customer confirms the fix.
13 Aug 2025 Order form for signatureTom Ashdown sent the Enterprise order form with a £134k total including implementation. CFO Robert Lindsay asked in writing for the recurring subscription amount before signing. Tom promised written confirmation the same day.
13 Aug 2025 Notes from our check-inMarcus Bell sends call notes: usage is up, no open tickets, invoices current. Nicola Brearley confirms them, wants a usage report for Andrew tied to complaints, and asks for the next check-in soon.
13 Aug 2025 Demo call, let's find a timePurely logistical thread: Lewis Kerr proposed a demo on the customer's data and Victoria Gaskell said next week was busy and suggested Wednesday afternoon the week after.
12 Aug 2025 Proposal follow-up and next stepsLewis Kerr sent the £2,934 excluding VAT expansion proposal, co-termed to 5 Jan 2026, with 8 Sep 2025 pencilled for the order form. Graeme Charlton asked what it returns and wants one page.
11 Aug 2025 Invoice INV-155-0006 for Ashwell Mercer InteriorsRachel Dunmore sent Debbie Rowntree invoice INV-155-0006 on 11 Aug 2025: net £11k, VAT £2,200, gross £13k, due 10 Sep 2025. This is a billing thread with no customer response.
11 Aug 2025 Check-in call: finding a timeCommercial Director Craig Ashwell accepted a check-in before the 22 Aug 2025 term end and raised the usage dip, asking where the value is if only a few use the brain. He wants Sunil on the call and leaves money to Valerie.
13 Aug 2025 Finding a time for our next check-inSaskia Mendes agrees to a half-hour check-in and asks for it to be simpler. She admits a few directors are still not opening the brain as often as she would like.
11 Aug 2025 Follow-up from the quarterly reviewAfter the quarterly review, Malcolm Ridgway, Chief Financial Officer, asked in writing how many of 200 licensed users are active and what £116k a year does to debtor days. Daniel Okafor promised written answers.
8 Aug 2025 Scheduling our demoLogistical thread. Lewis Kerr asked Chris Riley for a demo slot next week or the week after, to show how BB-Demo would work with his systems. There is no customer response in the thread.
11 Aug 2025 Follow-up after our discovery callAfter the discovery call Lewis Kerr sent a Growth draft proposal at £54k. COO Brendan Moran asked about versions and data handling, and said he will not sign a draft and will decide on his own timetable.
11 Aug 2025 Setting up our next check-inMarcus Bell proposes a check-in and raises extending access beyond the account managers. Nicola Brearley books Wednesday at 10:00 but will not commit budget on extra users without Andrew.
8 Aug 2025 Calderbrook renewal: order form for signatureTom Ashdown sends the Growth renewal order form at £44k for 40 users and asks for signature by Monday. Helen Marsden confirms the terms match but cannot promise signature because in-house platform plans are under discussion above her.
11 Aug 2025 Finding a time for the Fenmoor QBRDaniel Okafor arranged the quarterly review with Callum Reid, who asked to see the oversight view on bordereaux queries first and usage numbers second, and to copy Richard on a short version afterwards.
7 Aug 2025 Renewal order form for signaturePriya Raman sent a Growth renewal order form (40 users, £44k total value). Valerie Okon cannot sign without the board and asks what is renewed versus one-off. No signature in the thread.
8 Aug 2025 Finding time to talk through the proposalLewis Kerr asked for a live proposal walkthrough and to confirm what Kingdon wants to buy by the 5 Jan 2026 renewal. Aisha Bukhari agreed, wants one clear version before Graeme, and asked about adding users mid-term.
6 Aug 2025 Quick check-in before the autumnMarcus Bell asked on 5 Aug 2025 for a check-in with a usage summary. Jenna Price asked to park it until the middle of the month, saying nothing is wrong, just stretched, and promised to return with a day.
5 Aug 2025 Proposal reviewLewis Kerr sent the formal Starter proposal at £25k for year one. Clodagh Fitzgerald said the CFO and controller reviewed it and they want to move ahead but need the data freshness commitment explained on a call with Owen Tallis.
4 Aug 2025 Invoice for your Growth implementationRachel Dunmore sent Declan Moran invoice INV-085-0001 for the £12k implementation fee, issued 4 Aug 2025 and due 3 Sep 2025. It was unpaid when sent. There is no customer response in the thread.
5 Aug 2025 Finding a time for a discovery callLogistical thread fixing a discovery call for Thursday at 10:00. Siobhán Dunne wants broker activity, policy queries and claims tickets in one place and asks what the source of truth is.
4 Aug 2025 Invoice INV-022-0001Rachel Dunmore reminded Dan Kitching that invoice INV-022-0001 for the implementation fee is outstanding: £6,000 net, £1,200 VAT, £7,200 total. There is no customer response in the thread.
6 Aug 2025 Support follow-up on your recent ticketOlivia Grant fixed a configuration in the customer's Snowflake account and asked for checks. Siân Pritchard thanked her and said early results match the billing records, but withheld a clear yes until more cases are tried. No final answer is in the thread.
5 Aug 2025 Finding a time for the quarterly reviewScheduling thread for the quarterly review, 1 Aug 2025 to 5 Aug 2025. Deepa Chauhan wants credit control present and asks where the usage numbers come from. Tariq has connector questions. Thursday 10:00 was pencilled in.
31 Jul 2025 Support follow-up on your open ticketSunil Kapoor reports that client list figures in the brain differ from the finance system for a handful of clients, with no connector error shown. It is his third recent contact, two urgent, and Craig's team use the list with clients.
1 Aug 2025 Onboarding sessions: finding a timeHamza Akhtar asked Linnea Holm for an hour on connectors and access. Linnea offered Tuesday after 13:00 or Wednesday; Hamza fixed Tuesday at 14:00. Scheduling thread with a prompt reply.
1 Aug 2025 Urgent: INV-093-0004 payment outstandingRachel Dunmore escalated the overdue £20k invoice INV-093-0004 as three weeks late. Sue Ditchfield apologised on 1 Aug 2025 and said payment should clear by Friday.
31 Jul 2025 Order form for signatureSophie Ling sent Carrowkeel Software's CFO the Growth order form at a total deal value of £54k, asking for signature by 1 Aug 2025. Conor Daly will sign once the terms match what was discussed. The thread shows no signature.
29 Jul 2025 Proposal walkthrough: finding a timeLewis Kerr asked Deirdre Barry for slots to walk through the Clashmore proposal. She offered Friday morning or Tuesday afternoon and asked whether the consultants can see the invoice side, with Shane in attendance.
29 Jul 2025 Following up on our quarterly reviewDaniel Okafor records actions from the quarterly review: a reconciliation note, Paul Rigby's duplicate jobs list and a handover description. There is no customer response in the thread.
30 Jul 2025 Check-in notesKelly Swainston confirms Daniel Okafor's check-in notes and adds that she wants client managers to share what they find. She sees the value there. Daniel owes ideas on a side-by-side orders and returns view.
29 Jul 2025 Check-in ahead of the renewalDaniel Okafor proposed a check-in ahead of the year-end renewal. Finance Director Philip Annear welcomed the early notice but asked who is actually using the 50 licensed users week to week before discussing anything else.
25 Jul 2025 Following the demo: next stepsAfter the demo, Lewis Kerr put the Starter proposal at £25k including implementation. Aisling Kiely asked about the accounting feed and timing, and promised an answer before 4 Sep 2025. No decision yet.
28 Jul 2025 Scheduling our next check-inMostly scheduling: Daniel Okafor asked Siân Pritchard for a check-in. She offered Thursday afternoon or Friday morning, asked for Nikhil Rao to join, and said she will bring examples to check, as teams ask about contracts and open complaints.
23 Jul 2025 Invoice INV-022-0002Rachel Dunmore chased invoice INV-022-0002, £23k including VAT, as three weeks overdue. Dan Kitching replied the same day, citing a holiday week, and said payment would clear by end of week. Billing thread, no value concern raised.
24 Jul 2025 Quarterly review: finding a timeHelen Marsden agrees to a quarterly review with Paul included and asks for the source of each repairs and complaints figure. She also asks what a clean data handover would look like, in case it is needed.
23 Jul 2025 Proposal for Kenmure Business TelecomShona Baird says the Enterprise proposal scope looks right but wants provisioning and fault data named in the connector list. Once changed, Tom Ashdown will send it to Robert Lindsay, with the £134k total as headline only.
22 Jul 2025 Invoice INV-096-0002Billing email from Rachel Dunmore sending invoice INV-096-0002 for the Starter annual subscription (15 licensed users) to Wouter Brouwer. Logistical thread. There is no customer response in the thread.
23 Jul 2025 Finding a time for the next reviewMostly logistical: Daniel Okafor asked for a slot for the quarterly Growth review and Imogen Hartley chose Thursday mornings. She asked that the usage summary show where the team is not getting value.
24 Jul 2025 Quick check-in on the brainMarcus Bell proposed a routine check-in. Liam Doherty agreed to a Tuesday morning slot and said his main concern is still getting the depots using the brain. Logistical in the main, with a clear adoption signal.
21 Jul 2025 Your renewal and a time to talkMarcus Bell asked Elaine Turvey for half an hour to discuss the Starter renewal before 29 Aug 2025, offering a usage review against 25 licensed users. No customer response in the thread.
22 Jul 2025 Finding a time for our check-inDaniel Okafor seeks a check-in slot with Kelly Swainston. Kelly says her team use the brain for returns first, then orders, and it has saved them chasing the warehouse for numbers.
24 Jul 2025 Scheduling the next onboarding sessionHamza Akhtar asked Linnea Holm for a couple of hours to continue connector work. Linnea replied three days later, preferring next week on Tuesday or Wednesday morning. Scheduling thread.
24 Jul 2025 Scheduling our check-inMarcus Bell proposed a 30 minute check-in. Pieter van Dam asked for the numbers before the call and wants to discuss which shippers his team looks at most. Marcus sent the invite and usage summary on 24 Jul 2025.
21 Jul 2025 Support follow-up on your ticketCerys Llewellyn raised a ticket about one operator's figures looking light. Bethan Lister found tickets split under two spellings of the name, merged them, and Cerys confirmed the figures were right and the ticket could close.
21 Jul 2025 Onboarding sessions: getting dates in the diaryHamza Akhtar asked Femi Olatunji for dates for two onboarding sessions. Femi can do Tuesday or Wednesday next week, will check Snowflake access with IT, and asked for a short list of needs beforehand.
23 Jul 2025 Finding a time to talk about the renewalDaniel Okafor asked Helen Marsden for a renewal conversation on the Growth subscription. Helen said the renewal is part of an internal review of the reporting platform and agreed a one-to-one call, kept to the two of them for now.
21 Jul 2025 Negotiation follow-up: terms for GrowthSophie Ling recapped the £54k total and 1 Aug 2025 signature target. Conor Daly said he agreed nothing on the call and wants payment and renewal terms in the order form. Sophie confirmed they will be there.
17 Jul 2025 Catching up after the renewalDaniel Okafor asks Saskia Mendes for check-in slots after the renewal, with the contract running to 2 Jul 2026. He wants to cover recent tickets, one high priority, and usage. No customer response in the thread.
16 Jul 2025 Invoice INV-093-0004 reminderRachel Dunmore reminds Sue Ditchfield that invoice INV-093-0004 for £20k, due 9 Jul 2025, is still shown unpaid. No customer response in the thread.
18 Jul 2025 Demo on your dataDeirdre Barry asked whether consultants can see a client's open roles and invoices on one page, and proposed Tuesday afternoon for the demo. Lewis Kerr confirmed and said Anya would join.
15 Jul 2025 Renewal conversation: finding a timeFinance Director Valerie Okon agreed to a Thursday 15:00 renewal call but wants the proposal in writing first, and keeps the outstanding invoice separate with credit control. Renewal is due 22 Aug 2025.
14 Jul 2025 Payment reminder: invoice INV-155-0005Logistical billing chase: BB-Demo finance sent a second reminder to Ashwell Mercer's credit controller for invoice INV-155-0005 (gross £12k, due 22 Jun 2025). No customer response in the thread.
14 Jul 2025 Let's finalize your renewalOn 14 Jul 2025 Marcus Bell asked Pauline Metcalfe to schedule a renewal call to run through the proposal before signature. Pauline replied the same day offering Thursday next week at 14:00.
18 Jul 2025 Follow-up: discovery callRuud Verhoeven, the Financial Director, asked for yearly cost and a separate implementation fee. Priya Raman quoted £56k as total deal value including implementation. He wants every term in the contract.
14 Jul 2025 Check-in call: finding a timeMarcus Bell proposed a regular check-in; Lauren Pilkington offered Tuesday or Thursday afternoon and asked whether consultants can see client complaints alongside open roles on one page.
14 Jul 2025 Following up from our callLewis Kerr recapped a call with Clodagh Fitzgerald on client services' need for one view across collections, disputes and tickets. She agreed and wants to see Salesforce and helpdesk data combined. Proposal promised.
11 Jul 2025 Invoice INV-164-0004 for Penmaen SoftwareRachel Dunmore sent Dylan Price invoice INV-164-0004 dated 11 Jul 2025: net £48k, VAT £9,700, gross £58k, due 10 Aug 2025. She asked for the PO number. No customer response in the thread.
14 Jul 2025 Finding a time to go through the proposalLogistical thread: Tom Ashdown and Shona Baird agree a Monday afternoon proposal walkthrough. Shona says price is Robert's to handle and will decide afterwards who else sees the proposal.
11 Jul 2025 Invoice INV-018-0003 for Dunholm PrecisionBilling thread. Rachel Dunmore sends Karen Midgley invoice INV-018-0003 dated 11 Jul 2025: net £2,742, VAT £548, gross £3,290, due 10 Aug 2025. There is no customer response in the thread.
14 Jul 2025 Check-in call: finding a timeMostly logistical: Daniel Okafor asked to book a post-renewal check-in and Callum Reid agreed a Thursday slot. Callum stated one need: bordereaux query dashboards that are right by 07:00 every business day.
10 Jul 2025 Invoice INV-154-0004 for your recordsLogistical billing thread: Rachel Dunmore sent Mandy Gasson invoice INV-154-0004, issued 10 Jul 2025, gross £34k, due 9 Aug 2025, for the annual Enterprise subscription. There is no customer response in the thread.
10 Jul 2025 Webinar: customer insights from your dataAlice Brewer invited Dale Prescott to a BB-Demo webinar on Thu 17 Jul 2025 about using data to improve tenant experience. There is no customer response in the thread.
10 Jul 2025 Kickoff scheduling for the brain implementationHamza Akhtar proposed a kickoff call. Tomasz Wiśniewski chose Wednesday morning, will bring merchant onboarding and complaints colleagues, and asked for a list of needs with an owner against each item.
10 Jul 2025 Invoice for your Enterprise subscriptionRachel Dunmore sent Gavin Rudd invoice INV-084-0002 for the Enterprise subscription, £30k gross, due 9 Aug 2025 on thirty-day terms. Billing thread with no customer response.
10 Jul 2025 BB-Demo webinar: dashboardsMarketing invitation: Alice Brewer invited Ed Duckworth to a 17 Jul 2025 webinar on building dashboards in the brain. There is no customer response in the thread.
9 Jul 2025 Following our proposal conversationLewis Kerr sent the proposal with an eight-week implementation. Finance Director Barry Coxon called it reasonable and asked what is included in data integrations and user licences. Lewis promised a breakdown.
9 Jul 2025 Invoice INV-096-0001Billing email from Rachel Dunmore sending invoice INV-096-0001 for the Starter implementation and asking Wouter Brouwer for a PO number. Logistical thread. There is no customer response in the thread.
9 Jul 2025 Invoice INV-022-0002: payment overdueRachel Dunmore told Dan Kitching that invoice INV-022-0002, £20k net (total £23k) for the annual subscription, was overdue since 2 Jul 2025 and asked for urgent action. No customer response in the thread.
9 Jul 2025 Invoice INV-022-0001Rachel Dunmore, Finance Manager, chases Dan Kitching, Accounts Payable Manager, over invoice INV-022-0001, the implementation fee, described as significantly overdue at £6,000 net. There is no customer response in the thread.
8 Jul 2025 Invitation: BB-Demo webinar on Thursday 17 July 2025Alice Brewer invites Eva Mulder, Procurement Officer, to the 17 Jul 2025 webinar on using the Growth tier day to day. No customer response in the thread. Marketing outreach only.
11 Jul 2025 Expansion order form for signatureStuart Kenyon returned the signed expansion order form on 11 Jul 2025, a day after Tom Ashdown's hoped-for 10 Jul 2025. Total deal value £2,742, under the existing Growth agreement.
7 Jul 2025 Check-in notesMarcus Bell sent notes from the check-in: steady usage, forty licensed users with only a share active, one open ticket. Cerys Llewellyn will bring more of her team in and asked for a usage summary to pass to Huw.
10 Jul 2025 Following up on your support ticketSupport ticket: Kelly Swainston reported a gap in the returns view ahead of a service review. Connor Webb ran a refresh on 10 Jul 2025 and the view matched source data; ticket marked resolved.
9 Jul 2025 Following up on Monday's demoAfter the 7 Jul 2025 demo on sample circuit, fault and billing data, Alan Rennie listed billing systems and asked for a call with Anya Petrova about older feeds still being tidied. Tom Ashdown promised an Enterprise proposal.
7 Jul 2025 Follow-up from the QBR: usage and next stepsAfter the QBR, Sunil Kapoor said daily users are mostly the commercial team and himself, and two project figures did not tie to the ledger. He wants a clear ticket status before renewal talks.
8 Jul 2025 Follow-up from the QBRAfter the QBR, Marcus Bell set out actions and copied Tom Ashdown on the renewal for the term ending 30 Nov 2025. Aisha Rahman asked whether never-logged-in users count as licensed and wanted an admin walkthrough.
7 Jul 2025 Demo schedulingLogistical thread: Lewis Kerr proposed a two-hour demo on the customer's own supply and customer data, and Signe Mortensen confirmed Wednesday at 14:00. No commercial discussion.
7 Jul 2025 Order form for signatureLogistical thread: Lewis Kerr sent the order form and MSA for signature on 4 Jul 2025, and Chief Financial Officer Maarten Bosman replied on 7 Jul 2025 that both were signed and heading back by courier.
3 Jul 2025 Dashboard save errorSupport thread from 3 Jul 2025: Rakesh Solanki could not save a dashboard. Bethan Lister had him log out fully and log back in, which fixed it the same day. The customer thanked BB-Demo for the quick help.
4 Jul 2025 Discovery callLewis Kerr proposed a half-hour discovery call; Deirdre Barry accepted Wednesday morning and said consultants must see a client's roles, placements and invoices before calling. Mostly scheduling, with one requirement.
4 Jul 2025 Following up on our QBRAfter the QBR, Daniel Okafor reported strong adoption growth. Graham Tovey, Chief Customer Officer, welcomed it and asked for a written summary covering the customer view and how it holds up with Ofgem, and for early warning of support changes.
3 Jul 2025 Quick check-in before the summerMarcus Bell asks Nicola Brearley for a 30-minute check-in, citing rising account manager usage and no recent support issues. The thread has no customer response.
3 Jul 2025 Proposal walkthrough, next stepsLogistical thread. Lewis Kerr asks Lindsay Pallister for a proposal walkthrough slot after discovery; she replies that Friday suits better and asks for a time. No commercial position is stated.
4 Jul 2025 Scheduling a check-inMarcus Bell asked Cerys Llewellyn for a 30-minute check-in before the 24 Jul 2025 renewal. Cerys agreed and proposed Friday 10:00. Marcus missed her note and moved it to Monday at 10:00. Logistical thread.
2 Jul 2025 Booking your QBRCraig Ashwell accepted a Thursday 10:00 QBR but wants the open ticket explained beforehand, the invoice kept separate with credit control, and honest usage numbers by team. He says the team has not stuck with it.
3 Jul 2025 Let's schedule your demoSales thread: Sophie Ling asked Eleanor Pickering for an hour-long demo on her own data. Eleanor agreed and Sophie proposed Wednesday afternoon at 14:00. The thread shows no customer confirmation of that slot.
2 Jul 2025 Proposal follow-up: Growth for CarrowkeelSophie Ling put the Growth proposal at a total deal value of £54k, not an annual price. Conor Daly asked for a written one-off and recurring breakdown and for the order form to govern. Sophie agreed to send a marked draft.
1 Jul 2025 Finding a time for our next check-inDeepa Chauhan wants the next check-in to show how each regional director's branches use the account view, with Bernadette Lowry and Tariq Saleem present, and asked for the source of any usage numbers beforehand.
1 Jul 2025 Invoice INV-024-0003Rachel Dunmore sent Wouter Kok invoice INV-024-0003 for £11k on 1 Jul 2025, due 31 Jul 2025, for the Growth subscription. She asks for a PO number. No customer response in the thread.
3 Jul 2025 Finding a time to talk through the termsTom Ashdown asked Stuart Kenyon for half an hour to go through the terms. Stuart chose Tuesday morning and asked to keep it short and simple. Scheduling only.
1 Jul 2025 Invitation: BB-Demo webinar on Thursday 17 July 2025Marketing invitation to Nathan Booth, an admin, for the 17 Jul 2025 webinar on getting more from connectors. Logistical outreach with no customer response in the thread.
2 Jul 2025 Setting up our check-in callDaniel Okafor asks to book a check-in call. Helen Marsden agrees to early next week, says the board-pack figures are closer but not matching, and will not discuss the wider picture because platform decisions sit with others.
1 Jul 2025 Invoice INV-001-0003 for the Growth subscriptionLogistical billing thread: BB-Demo's Finance Manager sent invoice INV-001-0003 for the annual Growth subscription at £44k net. The net matches the executed renewal order form. No customer response in the thread.
30 Jun 2025 Invoice INV-155-0005 payment reminderRachel Dunmore reminded Debbie Rowntree that Growth subscription invoice INV-155-0005 (£12k gross) was due on 22 Jun 2025 and still showed unpaid. No customer response in the thread.
29 Jun 2025 Invitation: BB-Demo webinar on Thursday 17 July 2025Alice Brewer invited Becky Tattersall to the customer webinar on 17 Jul 2025. Marketing invitation only; the thread holds no customer response.
7 Jul 2025 Proposal, WickersleyLewis Kerr sent a Starter proposal at £26k for the first year. Finance Director Diane Pashley said she saw no blockers, and on 7 Jul 2025 confirmed Sales Director Shaun Godley was ready to move and asked to get it signed.
27 Jun 2025 Invoice INV-084-0001Rachel Dunmore sent Gavin Rudd invoice INV-084-0001 for £36k gross under the order form and asked for a PO number. Logistical billing thread with no customer response.
27 Jun 2025 Invitation: BB-Demo webinar on Thursday 17 July 2025Alice Brewer invites Bas Vermeulen to the 17 Jul 2025 webinar and asks if BB-Demo may quote the growth in his team's usage. There is no customer response in the thread.
3 Jul 2025 Support follow-upSupport follow-up: Ian Fairclough confirmed on 2 Jul 2025 that the fix from Bethan Lister is working perfectly. Issue closed, no further ask from the customer.
27 Jun 2025 Fenmoor renewal order form for signaturePriya Raman sent the like-for-like Growth renewal at £44k for 40 users. Richard Thorne confirmed the figure, had no changes, and said he would sign and return the PDF that day.
30 Jun 2025 Penmaen renewal order form for signatureTom Ashdown sent Huw Bevan the Growth renewal order form at £48k. Huw replied that he wants the usage summary before signing and asked what would be lost without renewal. He has not signed in this thread.
1 Jul 2025 Getting your QBR in the diaryMarcus Bell asked to book the Growth QBR. Liam Doherty agreed, asked for Aisha Rahman to join, and wanted time on getting other depots using the brain. Marcus confirmed a 14:00 invite on Wednesday.
27 Jun 2025 Finding a time for your quarterly reviewSiân Pritchard agreed on 27 Jun 2025 to a Thursday quarterly review. She wants usage by team and measured time saved before any claims, and must speak to Graham before discussing money on the renewal.
27 Jun 2025 Finding a time to go through the proposalLargely logistical: Sophie Ling asked for thirty minutes to walk through the Growth proposal. Aoife Mulcahy chose Tuesday morning, confirmed Conor Daly can attend, and asked for the proposal in writing on Monday.
25 Jun 2025 Invoice INV-022-0001: payment dueRachel Dunmore, Finance Manager, chased Dan Kitching for payment of invoice INV-022-0001, £6,000 net (total £7,200) for the implementation, due 18 Jun 2025. There is no customer response in the thread.
25 Jun 2025 Renewal coming up, 22 September 2025Marcus Bell opened renewal talks on the Starter plan at £20k. Jonathan Marsden, the managing director, said the brain is useful, named Shannon as a regular user, and agreed to a call in mid-July.
24 Jun 2025 Vellacott order form for signatureLewis Kerr sent Philippa Gore the Enterprise order form for signature at £129k plus VAT, implementation included. She wants internal sign-off first and asked who owns implementation. No signature is shown in the thread.
23 Jun 2025 Follow-up from our QBRMarcus Bell summarised the QBR: active users are a fraction of the 40 licensed, the Growth term runs to 24 Jul 2025, and he asked Ffion Rees which reports are used most. No customer reply in the thread.
23 Jun 2025 Following up on our discovery callAfter the discovery call, Tom Ashdown quoted £134k as a total deal value including implementation. Robert Lindsay, the CFO, asked which figure is contracted and wants subscription and implementation shown separately in writing.
23 Jun 2025 Invitation: BB-Demo customer webinar in JulyAlice Brewer invited Lee Hathaway to a BB-Demo customer webinar on Thursday 17 Jul 2025. It is a marketing invitation only. There is no customer response in the thread.
22 Jun 2025 Invitation to our July webinarAlice Brewer invited Dean Hargreaves, a depot user, to an online webinar on Thu 17 Jul 2025. Marketing invitation only; there is no customer response in the thread.
27 Jun 2025 Following up on implementation timelinePendle Valley Academies accepted the eight-week Growth implementation timeline and asked for the full contract and order form, aiming for sign-off by the end of the following week. No order form signature is shown in the thread.
19 Jun 2025 Finalising termsLewis Kerr asked to lock commercial terms and move to order form, with Owen Tallis copied. Sanne de Wit replied within about half an hour that she and Maarten Bosman are happy with the proposal and ready to sign.
19 Jun 2025 Invoice INV-077-0003 for your Growth subscriptionRachel Dunmore sent Desmond Oyelaran invoice INV-077-0003 on 19 Jun 2025 for the Growth subscription renewal term after the contract end on 2 Jul 2025. Gross £53k, due 19 Jul 2025. No customer response.
17 Jun 2025 Notes from our check-inMarcus Bell sent Craig Ashwell written notes after the check-in: a handful of the 40 licensed Growth users active, activity slightly down, no support issues. No customer reply in the thread.
17 Jun 2025 Invoice INV-015-0003Rachel Dunmore sent Bryony Gilchrist invoice INV-015-0003 for the Starter renewal: £20k net, due 17 Jul 2025, and asked for the PO number. No customer response in the thread.
17 Jun 2025 Following up on your support ticketNikhil Rao told Olivia Grant on 17 Jun 2025 that the last three mornings finished before 07:00 and she could close the ticket. He asked for a written summary of the change, with its date, for Brimscombe Energy's auditors.
16 Jun 2025 Quick check-in catch-upMarcus Bell proposed a 30-minute check-in. Helen Varley agreed and asked for usage by trust, what is driving dips, and who needs a refresher because a couple of account managers have been quieter.
16 Jun 2025 Check-in follow-up and next stepsMarcus Bell flagged that many of the 40 licensed seats are not used regularly. Liam Doherty agreed to deal with it properly before renewal and to name depot managers to onboard.
15 Jun 2025 BB-Demo webinarLogistical event invitation from Alice Brewer to Glenys Routledge, the bookkeeper, for a BB-Demo webinar. There is no customer response in the thread.
17 Jun 2025 Follow-up from our demoAfter the demo, Lewis Kerr quoted around £25k for a Starter implementation and first year. CFO Diarmuid Kenny called the pricing reasonable and said Clodagh Fitzgerald is keen; Lewis then sent the proposal.
13 Jun 2025 Setting up a discovery callLogistical thread: Tom Ashdown proposes a discovery call and Shona Baird picks Wednesday at 10:00. She will bring service desk and provisioning colleagues so they can describe what the customer sees.
16 Jun 2025 Time for our next check-in?Daniel Okafor books a check-in ahead of the 2 Jul 2025 anniversary. Saskia Mendes accepts, wants a longer session on what directors use and ignore, and may bring finance for renewal paperwork.
18 Jun 2025 Your support ticket: nightly load follow-upTariq Saleem reported a nightly load not completing. Bethan Lister asked for the error text and source changes. Tariq supplied a log entry, thinks it fails some nights, and is awaiting IT. The ticket stays open.
16 Jun 2025 Onboarding sessionsLogistical thread: after a chase, Ian Brearley apologised for the delay and offered Friday afternoon or the following Monday. Hamza Akhtar chose Friday afternoon and will send meeting details separately.
13 Jun 2025 Order form for signatureTom Ashdown sent the renewal order form on 13 Jun 2025. Asif Jagger replied within the hour that it looked good and he would sign and return it that day. Signing is not confirmed in the thread.
17 Jun 2025 Notes from our check-inDaniel Okafor sent notes after a check-in. Imogen Hartley confirmed them, asked for a walkthrough built around scheme managers' own trustee calls, and said the ticket can stay closed. Positive, with a wish to widen use.
16 Jun 2025 Follow-up: demo on your dataAfter the 12 Jun 2025 demo, Siobhán Nolan asked whether one agency group's tickets, renewal date and usage can be seen together, and how much she could set up herself. Sophie Ling confirmed the first and offered a session with Anya Petrova.
12 Jun 2025 Invitation: BB-Demo webinar on Thursday 19 June 2025Marketing invitation from Alice Brewer to Bernadette Lowry for the online BB-Demo webinar on Thu 19 Jun 2025, on finance and credit control use of the brain. No customer response in the thread.
16 Jun 2025 Check-in call after the Customer DayMarcus Bell proposed a check-in. Aisha Bukhari agreed and said she wants to talk about the remaining users on the forty licences and getting more of the contract team using the brain before the trust review.
10 Jun 2025 Invitation: BB-Demo webinar on Thursday 19 June 2025Logistical marketing invite: Alice Brewer invited Gavin Tyldesley to a BB-Demo webinar on 19 Jun 2025. The thread holds no customer reply, so interest is untested.
10 Jun 2025 Your support request: where we have got toOlivia Grant said the nightly refresh was completing but the gap is unexplained. Helen Marsden replied that a completed load is not the point, said her team is using the platform less because they do not trust the totals.
12 Jun 2025 Follow-up on the proposal: Enterprise expansionPriya Raman recapped the Enterprise proposal at £125k total value including implementation. Richard Thorne asked for one page with all-in cost, made no commitment, and said the renewal should not wait.
11 Jun 2025 Finding time for a check-inMarcus Bell asked Craig Ashwell for a thirty-minute check-in ahead of the August renewal. Craig agreed a Thursday 10:00 slot and asked for usage by project, not by team, to see whether project staff use the brain.
12 Jun 2025 Demo, WickersleyLogistical thread: Lewis Kerr arranged a Starter demo with Hannah Lowe for Shaun Godley at 10:00 on Wednesday. Shaun confirmed, and on 12 Jun 2025 Lewis said Hannah would follow up with next steps.
9 Jun 2025 Invoice INV-093-0004 for Garrow LuskBilling email from Rachel Dunmore sending Sue Ditchfield invoice INV-093-0004 for £20k net (£23k gross) for the 21 June 2025 to 21 June 2026 term, due 9 July 2025. No customer response in the thread.
9 Jun 2025 Onboarding sessionsLogistical thread: Hamza Akhtar asks Ian Brearley, Data Analyst, for days the following week to schedule onboarding sessions for his team. There is no customer response in the thread.
16 Jun 2025 Demo on your own data: schedulingPriya Raman set up a demo on Fenmoor's own data. Callum Reid asked for a bordereaux query answered end to end from the 07:00 data, no slides. Priya confirmed Thursday at 10:00 with three underwriters.
8 Jun 2025 Invitation: BB-Demo webinar on Thursday 19 June 2025Alice Brewer invited Elaine Turvey to the BB-Demo webinar on Thursday 19 June 2025. The thread is a marketing invitation with no customer response.
8 Jun 2025 Invitation: BB-Demo webinar, onlineAlice Brewer invited Nathan Booth to an online webinar on 19 Jun 2025 about keeping connectors and data healthy. This is a logistical event invitation, and the thread holds no customer response.
7 Jun 2025 Customer Day on Thursday, a reminderSofia Marchetti reminded Huw Bevan of the in-person BB-Demo Customer Day in London on Thursday 12 June 2025, pitched at how customers measure the use they get. No customer response in the thread.
7 Jun 2025 Invitation: BB-Demo Customer Day in LondonLogistical invitation from Sofia Marchetti to Zoe Kendrick, Head of Operations, for the in-person Customer Day on 12 Jun 2025. No customer response in the thread.
7 Jun 2025 Invitation: BB-Demo Customer Day, LondonSofia Marchetti invited Brannock Medical Supplies to the London Customer Day on 12 Jun 2025 and asked Paula Rennie to pass it on to commercial operations. There is no customer response in the thread.
7 Jun 2025 BB-Demo webinar: customer outcomesMarketing invitation: Alice Brewer invited Toby Underwood to a webinar on 19 Jun 2025 about customer outcomes. There is no customer response in the thread.
11 Jun 2025 Training session schedulingLogistical thread: Laura Penhaligon asked to schedule a hands-on team training session and Rebecca Oakes offered the Friday afternoon of the following week.
6 Jun 2025 Demo proposalBB-Demo offered Maison Vercourt a demo on its own business data. Claire Chevalier replied positively and asked how long a demo takes so the right people attend. Logistical thread, no date set.
6 Jun 2025 Kickoff meetingLogistical thread: Hamza Akhtar confirms the kickoff is set for the following week and asks Rebecca Nuttall and Ian Brearley to check they have admin panel access. There is no customer response in the thread.
6 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Phil Royston to the in-person BB-Demo Customer Day in London on 12 Jun 2025. This is a logistical event invitation, and the thread holds no customer response.
6 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Rob Ellery to the in-person Customer Day in London on 12 Jun 2025, with Jenna welcome too, or a short call instead. There is no customer response in the thread.
5 Jun 2025 Invitation: BB-Demo Customer Day on Thursday 12 Jun 2025Sofia Marchetti invited Ryan Heslop, an admin on the account, to the London Customer Day on 12 Jun 2025 and offered help with travel from Newcastle. Logistical invitation. There is no customer response in the thread.
5 Jun 2025 Renewal order form for signaturePriya Raman sent the Growth renewal order form at a deal value of £44k. Rupert Lasker would not sign, wanting Daniel Okafor's usage summary and a side-by-side with the £42k now paid. The evidence does not show it was signed.
9 Jun 2025 Following up on the QBRAfter the QBR, Daniel Okafor summarised usage and actions. Rupert Lasker replied that he wants a one-page usage picture and the annual cost before going further on renewal, and questioned paying for 40 users.
5 Jun 2025 Customer Day invitationSofia Marchetti invited Jess Dobson and her team to the London Customer Day on 12 Jun 2025. There is no customer response in the thread.
5 Jun 2025 Finding time to talk about the renewalDaniel Okafor asked for thirty minutes on the Growth renewal. Helen Marsden agreed but wants it to cover what the platform delivered, with sources for each figure, and flagged internal discussion about platform plans.
4 Jun 2025 Customer Day in London: would you and the team like to come?Sofia Marchetti invited Lauren Pilkington to the in-person Customer Day in London on 12 Jun 2025. Logistical invitation; the thread holds no customer response.
4 Jun 2025 Customer Day in London: invitationSofia Marchetti invited Linnea Holm, CRM Manager, to the London Customer Day on 12 Jun 2025, noting early onboarding. Invitation only; there is no customer response in the thread.
5 Jun 2025 Time to talk through the proposalLogistical sales thread. Tom Ashdown asks Ruth Ackroyd for half an hour to walk through the next-term proposal. Ruth agrees to a Thursday afternoon, wants the proposal sent beforehand and asks for Daniel to join.
4 Jun 2025 Finding time to walk through the proposalLogistical thread: Priya Raman asks Callum Reid for half an hour to walk through the proposal, which covers the Growth renewal and a wider setup. There is no customer response in the thread.
5 Jun 2025 Garrow Lusk renewal order form attachedNell Ashcombe sent the renewal order form for 21 June 2025 to 21 June 2026 at £20k net. Anthony Garrow returned a signed copy two days later.
4 Jun 2025 Kickoff meetingLogistical thread: Hamza Akhtar proposes a kickoff the following week and Rebecca Nuttall, Head of Operations, agrees, preferring Tuesday or Wednesday. She will put the team in the calendar.
4 Jun 2025 Your Growth renewal on 1 Sep 2025Daniel Okafor gave notice of the Growth renewal on 1 Sep 2025 at £44k for 40 users. Helen Marsden would not confirm: usage has drifted down and board-pack figures do not reconcile. She asked for usage evidence first.
2 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Aisha Bukhari to the in-person Customer Day in London on 12 Jun 2025. Purely an invitation. There is no customer response in the thread.
2 Jun 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Joe Mallinson to the in-person BB-Demo Customer Day in London on Thursday 12 June 2025. This is an event invitation with no customer response in the thread.
2 Jun 2025 Finding a time for your QBRDaniel Okafor asked Saskia Mendes to set a date for the next quarterly business review, inviting Rupert Lasker and Holly Tranter, and noted usage is a touch lower. Mostly logistical; no customer response in the thread.
2 Jun 2025 Invoice INV-026-0002 for Lindqvarn RetailRachel Dunmore sent Annika Lund invoice INV-026-0002 for the Enterprise annual term from 1 Jun 2025 to 31 May 2026: £99k net and gross, due 2 Jul 2025. Billing thread; no customer response.
2 Jun 2025 Subscription invoiceBilling thread. Rachel Dunmore sent Dan Kitching invoice INV-022-0002 for the subscription: net £20k plus VAT of £3,900, total due £23k, due 2 Jul 2025. There is no customer response in the thread.
31 May 2025 Invitation: BB-Demo webinar on Thursday 19 Jun 2025On 31 May 2025 Alice Brewer invited Petra Lüders, Head of Purchasing, to a webinar on 19 Jun 2025, pitching data control inside the customer's Snowflake account. There is no customer response in the thread.
30 May 2025 Your Starter renewal on 29 Aug 2025Marcus Bell sent Elaine Turvey the formal renewal notice for the Starter subscription, 25 licensed users at £23k a year, running to 29 Aug 2025. No customer response in the thread.
30 May 2025 BB-Demo Customer Day, 12 June 2025Sofia Marchetti invited Rebecca Oakes to BB-Demo's Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
3 Jun 2025 Vellacott Enterprise terms: follow-upAfter the negotiation call, Clara Hoskins, Head of Procurement, says the single £129k total is not enough: the implementation fee must be shown separately from the annual subscription. She also asks for sterling invoices. Sophie confirms both.
5 Jun 2025 Setting up a check-in with DanielDeepa Chauhan agreed a check-in with Daniel Okafor, asked for credit control to attend and added onboarding, thin answers and the regional directors message to the agenda. Daniel proposed 14:00 on the Wednesday.
30 May 2025 Your renewal: finding a time to talkDaniel Okafor opened the Growth renewal talk. Richard Thorne agreed to a Wednesday afternoon slot but asked in writing for the decision required and the all-in cost, and said any change goes to the board.
29 May 2025 Customer Day invitation, Thursday 12 June 2025Sofia Marchetti invited Elaine Turvey to the Customer Day in London on Thursday 12 June 2025, pitching other firms' value stories to her. There is no customer response in the thread.
29 May 2025 Join us at the Customer DayLogistical invitation: Sofia Marchetti invited systems administrator Liam Corner on 29 May 2025 to the annual Customer Day on 12 Jun 2025 in London. There is no customer response in the thread.
29 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Erik Wallin, Chief Information Security Officer, to the in-person BB-Demo Customer Day in London on 12 Jun 2025. Logistical invitation only; there is no customer response in the thread.
29 May 2025 Finding a time to talk about the renewalMarcus Bell asked Elaine Turvey for a call ahead of the Starter renewal on 29 Aug 2025. Elaine wants usage figures to justify the spend to the board and said not to rush the decision.
30 May 2025 Second training session: team leadersLaura Penhaligon offers a shorter second session for complaint supervisors. Nicola Brearley agrees, asks to avoid Mondays, and wants to know who owns the fix if a record looks wrong.
2 Jun 2025 Training for the account managersLaura Penhaligon proposes a first ninety-minute training session for account managers on Harcastle's own data. Nicola Brearley agrees to a small first group but says she cannot commit beyond what is agreed without Andrew.
28 May 2025 Check-in notesMarcus Bell's notes show a small group of consultants using the brain regularly, a touch down on the previous quarter, with 15 licensed users and some not in the habit of asking first. No reply from Lauren in the thread.
28 May 2025 Invoice INV-076-0003 for your recordsLogistical billing email: BB-Demo's Finance Manager sent invoice INV-076-0003 (gross £35k, due 27 Jun 2025) and asked for a PO number and remittance address. No customer response in the thread.
27 May 2025 Invitation: BB-Demo Customer DayLogistical invitation: Sofia Marchetti invites Natasha Greaves to the BB-Demo Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
27 May 2025 BB-Demo Customer Day in LondonLogistical invitation from Sofia Marchetti to Paul Ottaway for the in-person BB-Demo Customer Day on 12 Jun 2025. No customer response in the thread.
28 May 2025 Follow-up from our discovery callSophie Ling recapped the discovery call and scoped Growth at a total of £54k, not an annual price. CFO Conor Daly said he has agreed no terms and wants a clearly versioned draft order form in writing.
27 May 2025 Invoice INV-026-0001Rachel Dunmore sent Annika Lund invoice INV-026-0001 for £30k, issued 27 May 2025 and due 26 Jun 2025, and asked for a PO number if required. Billing only, with no customer response in the thread.
27 May 2025 Finding a time for a discovery conversationPriya Raman books a one-hour discovery conversation with Callum Reid for Thursday at 10:00, ahead of the end of the current term. Callum asks for a clear agenda and whether Richard is needed. Priya says commercial terms would go to Richard separately.
26 May 2025 Invitation: BB-Demo webinar on Thursday 19 June 2025Alice Brewer invites Deepa Chauhan, Head of Commercial Systems, to the online BB-Demo webinar on Thursday 19 June 2025 and asks whether Merriott Lyle would let BB-Demo quote its use of the brain. There is no customer response in the thread.
26 May 2025 BB-Demo Customer DayLogistical invitation from Sofia Marchetti to Sofie Bech to join BB-Demo's Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
25 May 2025 Invitation to the BB-Demo Customer DayLogistical invitation: Sofia Marchetti invited Sunita Bains and colleagues to the in-person BB-Demo Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Becky Lawton on 2025-05-24 to the in-person Customer Day in London on 12 Jun 2025. This is an event invitation only. There is no customer response in the thread.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Joanne Platt, Accounts Payable Manager, to the in-person London Customer Day on 12 Jun 2025. Purely an invitation; there is no customer response in the thread.
24 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invites Callum Reid to the BB-Demo Customer Day in London on 12 Jun 2025 and asks for a quick yes or no. Event invitation only. There is no customer response in the thread.
23 May 2025 Invoice INV-155-0005 for your recordsRachel Dunmore sends Debbie Rowntree invoice INV-155-0005 for the Growth subscription: £12k gross, due 22 Jun 2025. Logistical only. She asks about a PO number. There is no customer response in the thread.
3 Jun 2025 Your Growth subscription renewalValerie Okon asks whether the Growth renewal is on the same terms and what the £44k is made up of. Marcus Bell says it is the deal total, not the £40k annual subscription, and hands the breakdown to Priya Raman.
27 May 2025 Renewal conversation ahead of AugustMarcus Bell sends Valerie Okon the renewal notice for the Growth subscription, running to 22 Aug 2025. She will take a call, wants terms in writing first, needs board approval and asks for Priya Raman to join.
29 May 2025 Vellacott Payments: scheduling the negotiation callLogistical thread: Sophie Ling asks for a time for the negotiation call on the Enterprise proposal. Philippa Gore agrees Wednesday at 14:00, will bring procurement and finance, and asks for an agenda limited to terms already discussed.
28 May 2025 Training sessions: confirming the planIlse de Graaf agrees the training structure and will lead on the customer side. Whether Bas should join the connector part is still open after a reminder from Laura Penhaligon. No reply to the nudge in the thread.
23 May 2025 Invitation: BB-Demo Customer DaySofia Marchetti invites Kofi Mensah, an underwriting assistant and daily user, to the in-person London Customer Day on Thu 12 Jun 2025. Logistical invitation. There is no customer response in the thread.
22 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invited Paula Mortimer to the in-person Customer Day in London on Thursday 12 June 2025. This is an event invitation, and there is no customer response in the thread.
28 May 2025 Following up on your support ticketNikhil Rao confirmed on 28 May 2025 that every morning load had finished before 07:00 since Monday, with no errors. Bethan Lister asked for his go-ahead to close the ticket and had not yet heard back.
22 May 2025 Following up on your support ticketSupport follow-up: Connor Webb asked whether a fix on BB-Demo's side had held. Dan Hosken replied on 22 May 2025 that it seems to be behaving and asked to keep the ticket open to the end of the week. Logistical, no commercial signal.
22 May 2025 Invitation: BB-Demo Customer Day in LondonSofia Marchetti invites Fiona Marsden, Procurement Manager, to the in-person BB-Demo Customer Day in London on Thursday 12 June 2025. There is no customer response in the thread.
23 May 2025 Training sessions: finding a dateLaura Penhaligon and Ilse de Graaf agree two training groups for the account managers, on a Tuesday and a Thursday morning. In-person attendance is still unconfirmed. Logistical thread.
23 May 2025 Prep pack for on-site trainingLogistical thread: Laura Penhaligon sent a prep pack and asked for a test run of data exports. Megan Statham said the pack looked comprehensive and promised to confirm the exports by end of week.
22 May 2025 Scheduling on-site trainingPurely logistical thread: Laura Penhaligon proposed a full on-site training day in early June and Megan Statham agreed, asking for a Tuesday. No commercial signal.
21 May 2025 Finding a time for a check-inDaniel Okafor asks Philip Annear for a short check-in. Philip agrees to next week, mornings, and asks for usage figures: who is using it and what it saves. The value question is repeated.
21 May 2025 Invitation: BB-Demo Customer Day in LondonLogistical invitation from Sofia Marchetti to Wes Jago for the in-person Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
21 May 2025 Proposal discussionLogistical thread. Lewis Kerr asked Megan Entwistle for a slot to walk through the proposal, and she replied the same day that she has reviewed it and proposed Tuesday morning at 10:00.
22 May 2025 Order form for signatureTom Ashdown sent the Enterprise order form for signature. CFO Mats Eklund asked in writing what the £129k covers and the cost next year before signing. Tom said it is a total deal value, not an annual price.
20 May 2025 Your renewal with BB-DemoOn 20 May 2025 Marcus Bell wrote to Finance Director Pauline Metcalfe to start the renewal, noting the contract runs through to 18 Aug 2025, and asked for a call. There is no customer response in the thread.
20 May 2025 Invitation to our Customer Day in LondonLogistical event invitation: Sofia Marchetti invited Fiona Drummond to the BB-Demo Customer Day in London on 12 Jun 2025. There is no customer response in the thread.
23 May 2025 Scheduling a check-inMarcus Bell offered times for a Starter check-in. Lauren Pilkington chose Thursday at 11:30 and asked to bring a consultant with questions about client complaints. Marcus agreed. Logistical thread.
20 May 2025 Following up on our QBRDaniel Okafor recaps the QBR for Philip Annear and Dan Hosken: usage dipped, one ticket resolved, and Philip asked what the brain saves. There is no customer response in the thread.
21 May 2025 Notes from our check-inAfter the check-in, Ruth Ackroyd confirmed Daniel Okafor's notes and set a condition: the audit view must show a real customer, part and quality ticket, not sample data. She says use is rising, led by the quality group.
23 May 2025 Following up on the QBRAfter the QBR, Callum Reid confirms Daniel Okafor's action list but presses for a straight answer on the 07:00 refresh and a fix date. He wants the summary first and will name the commercial owner for the renewal paperwork later.
22 May 2025 Booking our next QBRMarcus Bell proposed a QBR agenda with usage moving the right way. Aisha Bukhari accepted the agenda, prefers Thursday morning and wants the usage summary a day ahead to review the turnaround figures.
19 May 2025 Implementation invoiceBilling thread. Rachel Dunmore sent Dan Kitching invoice INV-022-0001 for implementation: net £6,000 plus VAT of £1,200, total due £7,200, due 18 Jun 2025. There is no customer response in the thread.
21 May 2025 Renewal discussionDaniel Okafor chased a renewal call. Asif Jagger said the following week was busy and proposed the week after. Logistical thread with no commercial content.
19 May 2025 Invoice INV-011-0004Logistical billing thread: Rachel Dunmore sent Zoe Nuttall invoice INV-011-0004 for the subscription renewal, £23k including VAT. There is no customer response in the thread.
20 May 2025 Quick check-in call?Marcus Bell asked on 19 May 2025 for a 30 minute check-in. Liam Doherty replied on 20 May 2025, offered Thursday afternoon or Friday morning and wants to discuss getting more depots on the brain.
18 May 2025 BB-Demo Customer Day in London, invitationSofia Marchetti invited Owain Jenkins, Head of IT, to the BB-Demo Customer Day in London on 12 Jun 2025. Logistical invitation, with no customer response in the thread.
17 May 2025 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Nikhil Rao to an in-person customer roundtable in London on Tuesday 27 May 2025. It is a relationship invitation, not a commercial thread. There is no customer response in the thread.
19 May 2025 Catching up on how the brain is goingSiân Pritchard agreed a further check-in with Nikhil and asked Daniel Okafor to show how teams ask questions of the brain and who asks them, before any claims to the wider business.
21 May 2025 Onboarding session: connector walkthroughLaura Penhaligon proposes a session to sequence the remaining sources. Imran Hussain wants new sources added one at a time, prefers Thursday morning, and asks how many connectors remain on the Growth plan and which customer id is the master.
21 May 2025 Onboarding: connector checks and follow-up sessionLaura Penhaligon reports some finance invoices have no customer attached. Imran Hussain says most are trading-name differences and he will leave unplaceable ones unmatched. He mentions a helpdesk question on refresh timing and agrees Wednesday at 10:00.
19 May 2025 Introduction, WickersleyLewis Kerr quoted Wickersley Building Supplies £26k for the first year on Starter. On 19 May 2025 Finance Director Diane Pashley said they are interested in moving forward and asked when they can see a demo.
16 May 2025 Revenue leaders roundtable in London, MayEvent invitation sent on 16 May 2025 to Henrik Lorenz, Head of Procurement, for the London revenue leaders roundtable on Tuesday 27 May 2025. There is no customer response in the thread.
21 May 2025 Renewal conversationRupert Lasker, CFO, agreed to talk about the Growth renewal but first asked what Delancey Haig is using and what it costs. Daniel Okafor answered with £42k for 40 users and offered a call with usage detail.
19 May 2025 Quick check-inLogistical thread: Marcus Bell asked Darren Blakey on 15 May 2025 for a 30 minute check-in. Darren replied on 19 May 2025 that next week suits better and asked which day. No outcome of a call is shown.
15 May 2025 Demo, recruitment dataLogistical thread: Kilmacud Recruitment's Róisín Kavanagh chose Thursday 15 May 2025 at 10:00 for a demo and asked to see how the brain handles candidate data and workflow notes. Lewis Kerr confirmed.
14 May 2025 Roundtable invitationSofia Marchetti invited Harry Kitching to a London roundtable on 27 May 2025 for customer success and support operations leaders. Logistical event invitation; no customer response in the thread.
20 May 2025 Onboarding session schedulingLogistical thread: Laura Penhaligon books the next onboarding session with Josh Pearce to cover remaining connectors. Josh agrees to Tuesday morning and wants the admin rights question left to the end.
14 May 2025 Training sessions for the branch teamsHamza Akhtar plans training for northern branch teams. Neil Ashworth welcomes it, says branch managers asked for it and some already use the brain for dispute queries, and wants a quick rollout across the rest of the North if it goes well.
15 May 2025 Order form for signaturePriya Raman sent Mark Brearley the Starter order form, quoting £26k for implementation and the first year. Mark said it looked good and would go to finance, promising it back by Friday. No signed copy is in the thread.
14 May 2025 Arranging our next check-inDaniel Okafor asked Ruth Ackroyd for a check-in slot. She agreed Thursday 14:00 for an hour, said usage is up because quality ticket search saves chasing across systems, and asked for an agenda first.
14 May 2025 Renewal order formNell Ashcombe sent the renewal order form on 14 May 2025 on unchanged terms: Starter, 15 users, £20k annually. Ravi Atherton replied the same day at 17:29 that he had signed and sent it.
15 May 2025 Finding a slot for the QBRDaniel Okafor and Callum Reid fix a one-hour QBR on Tuesday at 10:00. Callum wants the bordereaux query view walked through properly and assurance the 07:00 refresh is solid. Mostly scheduling, with a data freshness concern underneath.
13 May 2025 Revenue leaders roundtableSofia Marchetti invited Clive Wardle to a roundtable for heads of finance and revenue operations on 27 May 2025 in London. An event invitation with no customer response in the thread.
12 May 2025 BB-Demo webinarSofia Marchetti invited Mark Ellwood to a webinar on Thursday 15 May 2025 for teams in their first month with the brain. There is no customer response in the thread, so importance is neutral.
11 May 2025 You're invited to our webinarLogistical event invitation sent by Sofia Marchetti to Brian Gilmore on 11 May 2025 for a Thursday webinar. There is no customer response in the thread.
10 May 2025 Roundtable invitation: revenue leaders, LondonSofia Marchetti invited Siobhán Nolan to a second in-person Revenue leaders roundtable in London on 27 May 2025. Event invitation only; there is no customer response in the thread.
9 May 2025 Webinar invitation for 15 May 2025Sofia Marchetti invited Oluwaseun Bamidele, Chief Information Security Officer, to the BB-Demo webinar on 15 May 2025. This is an event invitation with no customer response in the thread.
9 May 2025 Next onboarding session and what to prepareLaura Penhaligon plans the finance connector session and notes forty licences assigned but few logins. Imran Hussain confirms routing records match source, arranges accounting access, and chooses to hold the account managers back until finance is loaded and tested.
9 May 2025 Scheduling our QBRMarcus Bell proposed a QBR on 2025-05-09 and Becky Lawton accepted for Thursday after 14:00. She asked for the numbers by client, not only by team. Marcus booked 14:30 and agreed to start with the client view.
14 May 2025 Onboarding: connector follow-up and next sessionLaura Penhaligon confirmed the first connectors are loading and asked Bas Vermeulen for the user list for the Growth subscription, up to 40. Bas sent a first list and a second session was set for Thursday afternoon.
8 May 2025 BB-Demo webinarSofia Marchetti invited Neil Entwistle to a BB-Demo webinar on 15 May 2025 about getting more from team questions. This is a one-way event invitation and there is no customer response in the thread.
8 May 2025 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Helen Marsden to an in-person Revenue leaders roundtable in London on Tuesday 27 May 2025. Marketing-style invitation only; there is no customer response in the thread.
7 May 2025 Quick check-in on how the brain is goingMarcus Bell raises falling logins, a narrow group of askers and two tickets. Craig Ashwell admits some project teams went back to spreadsheets and asks for a view of variations by client. He wants Valerie kept out.
7 May 2025 Time for a check-in?Daniel Okafor asked for a check-in. Helen Marsden agreed, asked for a usage note showing which of her team ask questions, and wants repairs figures that do not reconcile traced to source.
7 May 2025 Follow-up from today's QBRMarcus Bell's recap after the 7 May 2025 QBR to Jenna Price and Rob Ellery. Logins have dipped a little, one ticket in the month, and he proposes a saved-search walkthrough and a source check. No customer reply.
6 May 2025 Let's schedule a discovery callLewis Kerr proposed a discovery call with Lindsay Pallister, Head of Care Operations. Lindsay asked to move it to the week after next and said she is reasonably flexible. Logistical thread.
6 May 2025 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Josh Pearce to the Revenue leaders roundtable in London on 27 May 2025. It is an event invitation and there is no customer response in the thread.
6 May 2025 Invitation: BB-Demo webinar on 15 May 2025Sofia Marchetti invited Mandy Gasson to the BB-Demo webinar on 15 May 2025. This is an event invitation with no customer response in the thread.
5 May 2025 Revenue leaders roundtable: London, MaySofia Marchetti invited Andre Baptiste to a London roundtable on 27 May 2025. The thread is a single outbound event invitation with no customer response in the thread.
5 May 2025 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Huw Bevan to a London roundtable on 27 May 2025 for finance and commercial leaders. It is an event invitation with no customer response in the thread.
5 May 2025 Webinar invitationLogistical outreach: Sofia Marchetti invited Johan Ekström to a webinar on 15 May 2025 about asking the right questions of your systems. There is no customer response in the thread.
2 May 2025 Revenue leaders roundtable, MayLogistical event invitation: Sofia Marchetti invited Melvin Goh to the London Revenue leaders roundtable on Tuesday 27 May 2025. There is no customer response in the thread.
2 May 2025 Invitation: BB-Demo webinar on 15 May 2025Sofia Marchetti invited Leanne Armstrong to a BB-Demo webinar on Thursday 15 May 2025. Logistical invitation thread; no customer response in the thread.
6 May 2025 Renewal notice: 31 July 2025Daniel Okafor opened the renewal conversation early for the 31 Jul 2025 renewal. Elliot Allott, the COO, agreed to a call but said the team is busy and only mid-May is likely. No date was fixed in the thread.
2 May 2025 Onboarding sessions: getting a date in the diaryLaura Penhaligon asks Imran Hussain for onboarding session dates and a site list. Imran agrees to routing first and offers Tuesday or Thursday morning. He wants a customer id rule agreed before loading, and account managers held back until the second session.
6 May 2025 Vellacott Payments: proposal follow-upPhilippa Gore, Chief Operating Officer, asks for a note on how data stays in the customer's environment for FCA obligations and who owns the account after signing. She then says the 26 Jun 2025 date should not be assumed fixed.
30 Apr 2025 Webinar invitation for you and your client service teamSofia Marchetti invited Henry Calloway to the 15 May 2025 webinar, linking it to Rookhaven's evaluation of Enterprise. Promotional only, with no customer response in the thread.
29 Apr 2025 Invitation: BB-Demo webinar for your teamSofia Marchetti invites Dean Furlong to a BB-Demo webinar on 15 May 2025 and asks who else should attend. She notes that few of the 40 licensed users ask questions. There is no customer response in the thread.
29 Apr 2025 Notes from our check-inDaniel Okafor's notes of a check-in with Saskia Mendes: usage steady but a touch softer, support quiet, a refresher for directors agreed, and a value case wanted before the contract ends on 2 Jul 2025. No customer reply in the thread.
30 Apr 2025 Onboarding: setting up our first working sessionLaura Penhaligon asked Bas Vermeulen for slots for a first working session to connect source systems. Bas agreed, offered Tuesday or Thursday mornings, and will bring an IT colleague for credentials.
29 Apr 2025 Notes and next steps from the QBRDaniel Okafor's QBR notes: usage steady rather than grown, repairs double-counting is the item that matters most for the board pack, and Tom will raise renewal, with the term running to 1 Sep 2025. No customer reply.
1 May 2025 Onboarding: next session and returns connectorLaura Penhaligon reported the order connection loading well. Josh Pearce said returns credentials were still outstanding, so the session moved to user set-up and permissions, which Laura agreed.
30 Apr 2025 Booking our next check-inSiân Pritchard agreed a Thursday check-in and said teams are asking the brain a lot more. She asked for usage by team first. Daniel Okafor confirmed 14:30 and promised the breakdown by Monday.
1 May 2025 Implementation kickoff, next stepsLaura Penhaligon confirmed next steps after the 28 Apr 2025 kickoff call. On 1 May 2025 Megan Statham replied that she would gather system details and asked whether a full export or a sample is needed first.
29 Apr 2025 Onboarding: finding a slot for the next working sessionHamza Akhtar asks for a slot for the next onboarding session. Tariq Saleem offers a Thursday or Friday morning and will bring real examples of branch accounts that do not match the CRM, plus a credit control colleague.
28 Apr 2025 Time for a review callMarcus Bell asked for a half-hour review of the year on the Starter plan, ideally with Rob. Jenna Price agreed to find times but said Rob is flat out and not to count on him.
29 Apr 2025 Your Growth renewal in JulyMarcus Bell gave Huw Bevan notice that the Growth term ends on 24 Jul 2025. Huw asked who actually uses it and what would be lost without renewal. Marcus promised a usage summary.
25 Apr 2025 Notes from today's check-inAfter a check-in call, Fiona Drummond confirmed the team finds the brain useful and asked for a note on bringing more people on, starting with the partners who will use it most.
25 Apr 2025 Invoice INV-082-0003 for your Starter renewalRachel Dunmore sent Carl Whittle invoice INV-082-0003 for the Starter renewal: £20k net, £23k gross, due 25 May 2025. This is a billing thread with no customer response in the thread.
28 Apr 2025 Connector work: picking up from LauraHamza Akhtar takes over connector set-up sessions from Laura. Tariq Saleem agrees a Tuesday session but corrects the notes: branch matching is agreed, the CRM side is not, because of a parent and child trade account mapping question.
25 Apr 2025 Invoice INV-016-0004Logistical billing thread: Rachel Dunmore sends invoice INV-016-0004 to Paula Rennie, £48k net and £58k gross, due 25 May 2025, and asks for a PO number. There is no customer response in the thread.
28 Apr 2025 Connector testing session: arranging the next onboarding slotLaura Penhaligon asks Imran Hussain for a slot to check finance records against sites. Imran agrees Tuesday from 14:00 for a full hour and asks which customer id the finance source is keyed on. Mainly scheduling, with one open data question.
24 Apr 2025 Check-in notes from our catch-upMarcus Bell sent notes of the check-in on 24 Apr 2025. Usage is a little up, two minor tickets are open or answered, and the contract runs to 30 Nov 2025. There is no customer response in the thread.
23 Apr 2025 BB-Demo webinar, 15 May 2025Logistical invitation from Sofia Marchetti to Henrietta Coombe for a BB-Demo webinar on 15 May 2025. There is no customer response in the thread.
23 Apr 2025 Invoice INV-095-0002, subscriptionLogistical billing thread: Rachel Dunmore sent invoice INV-095-0002 for year one of the Growth subscription, £40k net, £7,920 VAT, £48k gross, due 23 May 2025. No customer response in the thread.
23 Apr 2025 Renewal order form for signaturePriya Raman sent Stuart Haworth the Starter renewal order form for 15 users at £20k, asking for signature by Fri 25 Apr 2025. Stuart said he would sign on Thursday and asked to be reminded. The thread does not show the signature.
24 Apr 2025 Proposal and next steps after negotiation callTom Ashdown recapped the Enterprise proposal at £129k including implementation and aimed for signature by 23 May 2025. Karin Sjöberg wants to consult the stores first and asked for a breakdown of what the total covers.
25 Apr 2025 Next stepsLogistical sales thread. After a call, Priya Raman asked Mark Brearley for a slot to go through the proposal. Mark, Chief Executive, replied two days later offering Monday or Tuesday morning of the following week.
25 Apr 2025 Renewal order form for signaturePriya Raman sends the renewal order form at £48k. Andrew Pickering, Finance Director, says it is above the £46k a year he understands they pay and asks for a written breakdown and who his account manager is. No signature in the thread.
28 Apr 2025 Check-in callLogistical scheduling thread: Daniel Okafor asked Elliot Allott, Chief Operating Officer, for a check-in call and Elliot agreed. Daniel was to send an invite; no call content is shown.
22 Apr 2025 Check-in notesMarcus Bell told Craig Ashwell that usage has edged up only slightly against 40 licensed users, that a handful of people do most of the asking, and that the term ends 22 Aug 2025. No customer reply in the thread.
25 Apr 2025 Next steps from our conversationLewis Kerr quoted £26k ex VAT for the Starter implementation and first year. CFO Maarten Bosman replied that scope and pricing work and asked for the paperwork. Order form and MSA were to be sent on 25 Apr 2025.
22 Apr 2025 Notes from our check-inMarcus Bell sent notes after the call: usage is well up on last quarter, the team is comfortably inside the 40 licensed users and support is quiet. Becky Lawton is to send desired client views, and Marcus a usage summary. No reply in the thread.
17 Apr 2025 Invoice INV-170-0003Rachel Dunmore sent Tina Goddard invoice INV-170-0003 for £20k for Wellbrook's renewal subscription, due 17 May 2025, covering 1 May 2025 to 30 Apr 2026. Logistical billing thread with no customer response.
22 Apr 2025 Onboarding session: connector accessLaura Penhaligon chased the onboarding session. Josh Pearce replied five days later with the order system credentials, returns still waiting on IT, three pilot brands from Kelly and Thursday morning as his slot.
25 Apr 2025 Kickoff follow-up: access and next stepsAfter the kickoff, Helen Dyson agreed to set up a dedicated Snowflake role limited to the databases the brain needs, subject to security review. She asked for an object list and nightly refresh description.
22 Apr 2025 Proposal walkthrough: finding a timeLogistical thread: Priya asks for an hour to walk through the proposal. Tomasz offers Tuesday or Thursday mornings, asks for the proposal the day before, and asks who owns security answers. Philippa may join the last half hour.
23 Apr 2025 Training session for the branch and credit-control teamsLaura Penhaligon asked on 17 Apr 2025 for names, a day and a format for first training. Tariq Saleem replied on 23 Apr 2025 with a partial answer: remote, avoid month end, names awaited from the head of credit control.
24 Apr 2025 Booking your quarterly business reviewLogistical: Daniel Okafor books the quarterly business review for Tuesday at 10:00. Helen Marsden asks for a view of who is asking questions, to show use goes wider than her team, and brings Paul for repairs reporting.
16 Apr 2025 Scheduling the onboarding sessionsLogistical thread: Laura Penhaligon proposes an hour-long onboarding session next week to connect the order system. There is no customer response in the thread.
16 Apr 2025 Payment reminder: INV-155-0004Rachel Dunmore sent Debbie Rowntree a second reminder on 16 Apr 2025 for INV-155-0004 (£12k gross, due 26 Mar 2025). There is no customer response in the thread.
17 Apr 2025 Quick check-in: time for a catch-up?Marcus Bell reports usage up since the start of the year and proposes a check-in. Aisha Bukhari agrees and wants to see the turnaround figures; a 30-minute Thursday slot was agreed.
23 Apr 2025 Setting up a spring check-inSaskia Mendes accepted a check-in and reported that more directors now use the brain before client reviews. She wants to bring the rest along and make it simpler for occasional users. Her contract runs to 2 Jul 2025.
17 Apr 2025 Demo next weekPurely logistical sales thread. Priya Raman asked Rebecca Nuttall for a demo slot on Copperlane's data. Rebecca said this week was tight and suggested the following week. Priya proposed Thursday at 14:00 and awaits confirmation.
22 Apr 2025 Getting the next check-in in the diaryMarcus Bell asked for a check-in on 16 Apr 2025. Liam Doherty replied on 22 Apr 2025, agreed Thursday afternoon, called the tickets minor and said usage is better than he expected.
22 Apr 2025 Discovery callLogistical thread: Lewis Kerr asked for a discovery call about candidate data. Róisín Kavanagh replied a week later that it sounded interesting and asked what times work. No time is agreed.
16 Apr 2025 Quick check-in catch-upMarcus Bell offered to share usage numbers showing more of the team using the brain. Becky Lawton welcomed it, said her team is getting into it and asked whether things can be seen by client. A Friday morning call was requested.
14 Apr 2025 Follow-up: kickoff callLaura Penhaligon recapped the kickoff call for the Growth set-up. Josh Pearce confirmed the summary, but the returns ticketing credentials sit with a part-time IT colleague and may take a day or two.
15 Apr 2025 Onboarding sessions: getting a time in the diaryImran Hussain booked a Thursday 09:30 connector session. He asked how many Growth connectors remain and which customer id is master. The routing system export is run by a supplier and is uncertain.
15 Apr 2025 Onboarding session schedulingLogistical thread: Laura Penhaligon and Bas Vermeulen fixed a Thursday afternoon onboarding session on connector setup. Bas will bring a shipper list from Pieter van Dam.
12 Apr 2025 Invitation: BB-Demo webinar on ThursdayLogistical event invitation from Sofia Marchetti to Nigel Ferris for the 17 Apr 2025 online webinar, suggesting he could send Zoe or an account executive instead. No customer response in the thread.
16 Apr 2025 Kickoff scheduling for the Harcastle rolloutNicola Brearley agreed a Wednesday kickoff, asked for missed-collection tickets to be connected first, and said that of 40 licences it is really only her using the brain so far.
11 Apr 2025 Invoice for your Growth subscriptionRachel Dunmore sent Martin Firth the invoice INV-152-0002 for the Growth subscription, net £40k, due 11 May 2025. It is a billing thread with no customer response.
11 Apr 2025 BB-Demo webinar, 17 Apr 2025Logistical event invite: Sofia Marchetti invited Rhona Aitken to a BB-Demo webinar on 17 Apr 2025 about using data for operational efficiency. There is no customer response in the thread.
15 Apr 2025 Booking the QBRMarcus Bell proposed the quarterly business review that comes with Growth. Zoe Kendrick agreed to an hour, asked for a morning slot not on Monday, and will bring someone from the claims team.
11 Apr 2025 Scheduling the next onboarding sessionAfter a call on 11 Apr 2025, Laura Penhaligon proposed a connector session. Tariq Saleem chose Wednesday afternoon, asked which connector to start with and promised notes on trade account identifiers. Logistical thread.
14 Apr 2025 Renewal order formPriya Raman sent Clive Wardle a renewal order form for the same Starter tier and pricing. Clive replied on 14 Apr 2025 that it was signed and sent, looking forward to another year.
14 Apr 2025 Follow-up from the QBRMarcus Bell sent QBR notes: usage up but small against 40 licensed users, term to 22 Aug 2025. Valerie Okon agreed and asked who should handle Debbie Rowntree's open invoice, saying they will pay once checked.
10 Apr 2025 Quick check-in callMarcus Bell proposed a short check-in separate from the QBR. Craig Ashwell agreed to half an hour and added that site teams still do not log variations where the commercial team does, and asked for ideas.
10 Apr 2025 Invoice INV-154-0003 for Brimscombe EnergyRachel Dunmore sent Mandy Gasson invoice INV-154-0003 on 10 Apr 2025 and asked for a PO number and the right accounts payable address. This is a billing thread with no customer response.
10 Apr 2025 Invoice INV-095-0001, implementationBilling thread: Rachel Dunmore sent Andy Buckley invoice INV-095-0001 for the implementation, £12k net and £14k gross, due 10 May 2025. There is no customer response in the thread.
10 Apr 2025 Arranging a renewal conversationDaniel Okafor asked Richard Thorne for half an hour before the term ends on 30 Jun 2025. Richard agreed, prefers mornings in the week after next, and said he cannot commit on the call because the board must decide.
9 Apr 2025 Invoice INV-164-0003Rachel Dunmore sent Dylan Price invoice INV-164-0003 dated 9 Apr 2025: net £1,319, VAT £264, gross £1,583, due 9 May 2025. A purely logistical billing thread with no customer response.
8 Apr 2025 Finding time to talk about the renewalLogistical thread. Rupert Lasker agreed to a half-hour renewal call on a Wednesday at 14:00 and asked for the usage summary beforehand, preferring questions to slides. Daniel Okafor promised it by Friday.
11 Apr 2025 QBR follow-up: depot rollout and next stepsAfter the QBR call, Liam Doherty confirmed the write-up, chose the two depots with the biggest retail contracts to start, and asked for a walkthrough on spotting a contract at risk from ticket history. Marcus Bell agreed a plan.
7 Apr 2025 Order form for Growth tier implementationPriya Raman sent the Growth tier order form for £52k on 7 Apr 2025. Vikram Sethi replied the same day that it looked good and he would sign and return it the next morning. The signed copy is not in the thread.
6 Apr 2025 You're invited: BB-Demo webinarLogistical marketing invite: Sofia Marchetti invited Stefanie Lange on 6 Apr 2025 to a BB-Demo webinar on 17 Apr 2025 at 14:00 GMT. There is no customer response in the thread.
6 Apr 2025 Invitation: BB-Demo webinar on 17 April 2025Sofia Marchetti invited Finance Manager Desmond Oyelaran to the 17 April 2025 webinar and offered a pre-renewal conversation. Logistical invitation; no customer response in the thread.
7 Apr 2025 Order form for signatureTom Ashdown sent Huw Bevan an expansion order form on the Growth tier with a deal value of £1,319. Huw said he would read it and check with Dylan. Tom nudged on 2025-04-07. No signature in the thread.
4 Apr 2025 Invoice INV-157-0002Rachel Dunmore sent Lindsey Ward invoice INV-157-0002 dated 4 Apr 2025 for the Growth annual subscription, 40 licensed users, term ending 3 Apr 2026: £44k net, £53k gross, due 4 May 2025. No customer response.
4 Apr 2025 Kickoff follow-up and next stepsLaura Penhaligon summarised the kickoff: first aim, Bas Vermeulen as admin, and three systems to start with. Bas confirmed the summary but still needs an IT role check before Snowflake access and asked whether CRM read access is enough.
8 Apr 2025 Implementation kickoff, next stepsAfter the kickoff call, Laura Penhaligon asked for call recorder and CRM connector credentials. Emma Jagger replied on 8 Apr 2025 that she had started and would send them by end of week.
14 Apr 2025 Connector sync issueRakesh Solanki reported the Zendesk connector had stopped pulling records. Connor Webb found an expired API key and issued a new one; Rakesh confirmed on 14 Apr 2025 that syncing resumed.
3 Apr 2025 Scheduling our check-inDaniel Okafor asks Finance Director Philip Annear for a check-in. Philip agrees but asks who is using the brain and what it saves. A value case is needed, not just usage.
4 Apr 2025 Your Delancey Haig renewal: notice and next stepsDaniel Okafor gave Rupert Lasker early notice of the Growth renewal on 2 Jul 2025. Rupert asked for a usage summary and which of two figures, £42k or £44k, he is being asked to sign. The thread ends on his question.
7 Apr 2025 Onboarding: admin training and connector review datesLaura Penhaligon asked on 3 Apr 2025 for slots for a connector review and admin training. Tariq Saleem replied on 7 Apr 2025 wanting two shorter calls and Deepa present for training, since she signs off mapping changes.
3 Apr 2025 Invoice INV-005-0004 for the Growth subscriptionBilling thread: Rachel Dunmore sent Morag Lindsay invoice INV-005-0004 for the annual Growth subscription, net £44k, due 3 May 2025, and asked for a PO number. There is no customer response in the thread.
3 Apr 2025 Booking the next QBRMarcus Bell asked to book the Growth quarterly review on 3 Apr 2025. Liam Doherty agreed, will bring a depot account manager, and wants the renewal discussed at the review rather than over email.
3 Apr 2025 Pendle Valley: discovery sessionLogistical thread: Mohammed Hanif agreed a two-hour discovery session on Wednesday from 10:00 to 12:00, with Amanda Holt joining. No view on scope, price or fit is shown.
8 Apr 2025 Following up on our call: the expansionAfter a call, Tom Ashdown set out a Growth plan expansion at a provisional £1,319. Cerys Llewellyn said the team are happy to go ahead and that Huw Bevan and Dylan Price need to sign off. Order form still to follow.
2 Apr 2025 Invitation: BB-Demo webinar on 17 Apr 2025Sofia Marchetti invited Matthew Grice to a BB-Demo webinar on 17 Apr 2025. This is an event invitation, and there is no customer response in the thread.
2 Apr 2025 Invoice INV-155-0004: payment reminderRachel Dunmore of BB-Demo finance sent Debbie Rowntree a first reminder that INV-155-0004 (£12k gross, due 26 Mar 2025) is unpaid. It is a billing chase with no customer response in the thread.
2 Apr 2025 Invitation: BB-Demo webinar on Thursday 17 Apr 2025Sofia Marchetti invited Wouter Kok to the BB-Demo webinar on Thursday 17 Apr 2025. This is an event invitation with no customer response in the thread.
4 Apr 2025 Catching up on how the brain is goingDaniel Okafor and Helen Marsden book a Tuesday 14:00 check-in. Helen wants the repairs and arrears figures walked back to source before the next board pack, and Paul may join for the repairs part.
3 Apr 2025 Booking your next QBRMarcus Bell asked to book the next QBR for the Growth account. Craig Ashwell agreed to Wednesday morning, not before 10:00, wants Debbie in, and said the brain must show variations, client sign-off and billing together.
1 Apr 2025 Training session for the key account teamLaura Penhaligon proposed a 90-minute remote training for the key account team. Lee Hathaway welcomed it, offered Thursday morning or Friday afternoon, and asked whether it will be recorded.
2 Apr 2025 Demo sessionLewis Kerr said the demo is ready with a sample of Stannard Vale Recruitment's CRM and candidate data. Jon Naylor replied that he and Kirsty Carswell are free Thursday or Friday of the following week. Logistical thread.
1 Apr 2025 Invoice INV-024-0002 for Brakkevoort LogisticsRachel Dunmore sent Wouter Kok invoice INV-024-0002 for £11k net, no VAT, due 1 May 2025, and asked for a PO number and the right mailbox. This is a billing thread with no customer response.
4 Apr 2025 Your BB-Demo renewalDaniel Okafor opened renewal talks for the 30 June 2025 contract end. Asif Jagger agreed to a call and asked for date options. Logistical thread with no commercial position stated.
1 Apr 2025 Invoice INV-014-0002Billing email from Rachel Dunmore sending invoice INV-014-0002 for the first-year subscription, Growth tier, 40 licensed users. Logistical. There is no customer response in the thread.
2 Apr 2025 Renewal order form for signatureNell Ashcombe sent the Growth renewal order form: 40 licensed users at £44k for the year. Douglas Baird saw no difficulty and expected to sign that afternoon after a colleague checked the term dates.
4 Apr 2025 Your Growth subscription renewal from 1 Jul 2025Daniel Okafor sent the formal notice for the Growth renewal from 1 Jul 2025 at £44k. Richard Thorne asked for one all-in figure for the board; Daniel confirmed £44k and offered a usage note. Renewal not yet confirmed.
1 Apr 2025 Booking our next check-inMarcus Bell asked Elaine Turvey for a 30-minute check-in. She agreed, wants the usage summary showing who uses it and how often, and will use it for a board discussion later in the year.
31 Mar 2025 Invoice INV-152-0001 for Harcastle EnvironmentalRachel Dunmore sent Martin Firth invoice INV-152-0001, issued 31 Mar 2025: net £12k, VAT £2,400, gross £14k, due 30 Apr 2025. Purely logistical billing thread with no customer response in the thread.
31 Mar 2025 BB-Demo webinar invitationLogistical event invitation. Sofia Marchetti invited Jade Riley to a BB-Demo webinar on 17 Apr 2025 on reducing manual data work. There is no customer response in the thread.
29 Mar 2025 You're invited, BB-Demo webinarSofia Marchetti invited Barry Coxon, Finance Director, to a webinar on 17 Apr 2025 about connecting client information, incidents and billing. Marketing invitation only. No customer response in the thread.
1 Apr 2025 Catching up on the brain this monthLogistical check-in thread. Marcus Bell asked for a call on 28 Mar 2025; Jenna Price replied three days later, apologising for the slow reply, and offered Thursday afternoon. Marcus accepted. No commercial content.
31 Mar 2025 Following up on the demoAfter the demo, data engineer Femi Olatunji confirms Priya's recap is broadly right and asks which source connects first, whether refresh finishes before work starts, and who sets up Snowflake access. He wants his security team to read the note.
31 Mar 2025 Harcastle Growth order form for signatureLewis Kerr sent the Growth order form at £52k plus VAT. Andrew Sugden had not signed by 31 Mar 2025 and will not sign until two cost and scope questions are answered in writing.
27 Mar 2025 Onboarding: picking up from Callie, next sessionLaura Penhaligon introduced herself on 26 Mar 2025 and asked for a slot. Tariq Saleem replied on 27 Mar 2025 preferring Thursday morning and asked to start with the CRM connector, leaving the branch system for a second session.
26 Mar 2025 Onboarding sessions: getting the next few weeks in the diaryCallie Brennan sent Tariq Saleem the onboarding plan on 26 Mar 2025 and asked for service account confirmation, a branch system contact and a first user shortlist. Logistical thread; no customer response in the thread.
31 Mar 2025 Kickoff scheduling for the implementationLaura Penhaligon asked Pieter van Dam to book the implementation kickoff and list the systems to connect first. Pieter agreed to Thursday morning and pressed for the first exception tickets in the brain as soon as possible.
24 Mar 2025 Invoice INV-157-0001Rachel Dunmore sent Lindsey Ward invoice INV-157-0001 dated 24 Mar 2025: £12k net, £14k gross, due 23 Apr 2025. Purely billing; she asked for the PO number. No customer response in the thread.
24 Mar 2025 Invoice INV-024-0001 for Brakkevoort LogisticsLogistical billing thread. Rachel Dunmore sends the Financial Controller invoice INV-024-0001 for £12k and asks for the PO number to quote. There is no customer response in the thread.
24 Mar 2025 Following up on your support requestBethan Lister follows up a problem raised by the key-account managers. Helen Varley checks, confirms it works and thanks BB-Demo for dealing with it in a day. She is happy for the ticket to be closed.
24 Mar 2025 Invitation: BB-Demo webinarSofia Marchetti invited Liam Doherty to the BB-Demo webinar on Thursday 17 April 2025 and encouraged him to forward it to depot managers. This is an event invitation, and there is no customer response in the thread.
25 Mar 2025 Notes and next steps from our check-inDaniel Okafor's check-in notes were confirmed by Callum Reid with one correction: underwriters are busy, not sidelined, and do not know what to ask. He wants a starter question list grouped by capacity-provider question, and a date for a team session.
23 Mar 2025 BB-Demo webinar, 17 Apr 2025Event invitation. Sofia Marchetti invites Faye Metcalfe to a 17 Apr 2025 webinar on supporting customer-facing teams after the sale. There is no customer response in the thread.
26 Mar 2025 Renewal conversationDaniel Okafor opened the renewal conversation ahead of the 21 Jun 2025 renewal. Anthony Garrow agreed within the hour, and a call was booked with Nell Ashcombe joining.
21 Mar 2025 Notes from our check-inMarcus Bell sent notes: usage up and steady, two low-priority tickets, 40 licensed users covered. Cerys Llewellyn confirmed the summary and said the renewals view by operator matters most to her team.
24 Mar 2025 Support follow-up on your recent issueSupport thread: the branch system connector's nightly load stopped. Tariq Saleem said IT rotated credentials and he lacks written confirmation. Connor Webb has changed nothing and the ticket stays open; no customer reply since 20 Mar 2025.
25 Mar 2025 QBR follow-up and next stepsAfter the QBR, Marcus Bell lists agreed actions. Sunita Bains confirms the summary and says a couple of users have changed role and one new account manager needs adding. Renewal talks with Priya Raman are flagged.
20 Mar 2025 Order form for signature: Thackwray GrowthLewis Kerr sent the Growth order form at £56k plus VAT. Steven Holroyd said the terms look as discussed and that he would sign that day, and asked for a note on who is using it in the first few weeks.
24 Mar 2025 Scheduling a check-inMarcus Bell asked Zoe Kendrick for a 30-minute check-in on usage. Zoe agreed, offered Thursday afternoon or Friday morning, and asked whether the claims team can see the same pages as the account executives.
21 Mar 2025 Demo on your data: schedulingPriya Raman and Tomasz Wiśniewski agreed the demo on the customer's own data for Wednesday at 15:00. Logistical thread. Tomasz asked for the data and access list before the day.
20 Mar 2025 Order form for signatureTom Ashdown sends Marloes Hendriks the Growth tier order form at £56k. She confirms the total agrees with the proposal and will sign on 21 Mar 2025 once BB-Demo confirms in writing that invoicing is quarterly in advance.
20 Mar 2025 Finding a time for our check-inCallum Reid accepted a 30-minute check-in on Thursday morning before 10:00. He wants proof the 07:00 refresh lands every business day, and asks who else should be using the brain, with forty licensed users and far fewer active.
18 Mar 2025 Notes from today's check-inMarcus Bell sent notes from the 18 Mar 2025 check-in: usage rising beyond the revenue operations team, quiet support, clean billing. Two asks are logged for BB-Demo. There is no customer response in the thread.
19 Mar 2025 Training session, let's get your team set upCallie Brennan proposed a team training session on the dashboards builder, custom queries and admin panel before handover. Rachael Dixon agreed to the following week and Callie booked Wednesday at 14:00.
24 Mar 2025 Onboarding sessions: scheduling the next stepsNikhil Rao confirmed Wednesday for mapping, said the role and grants are documented, and warned that recent schema changes in some sources invalidate the old mappings. Callie Brennan set the week's plan.
17 Mar 2025 Invoice INV-014-0001Billing email from Rachel Dunmore sending invoice INV-014-0001 for implementation services and asking Toby Mellor for a PO number. Logistical. There is no customer response in the thread.
18 Mar 2025 Scheduling your QBRLogistical thread: Marcus Bell books the next QBR with Helen Varley. She picks Tuesday afternoon, asks for usage broken down by trust and wants Sunita on the call. Marcus confirms the invite.
13 Mar 2025 Check-in call: next stepsMarcus Bell reported usage picking up and proposed another check-in before the 22 Aug 2025 renewal. Craig Ashwell said the project leads are starting to use it, agreed to talk, and asked for Debbie to join for credit control.
18 Mar 2025 Growth tier proposalPriya Raman chased the Growth tier proposal at £52k. Vikram Sethi asked about rollout effort and SOC 2, then said Ellerby was ready to move forward and asked for a call to finalise commercial terms.
12 Mar 2025 Check-in call: finding a timeMarcus Bell proposed a Growth check-in; Cerys Llewellyn accepted, said the team see usage moving the right way, and asked whether the brain can flag leisure operators at the edge on renewals earlier.
12 Mar 2025 Handover session and admin walkthroughAfter a clean first refresh, Callie Brennan proposed an admin handover. Nikhil Rao agreed Thursday afternoon, asked for the setup note beforehand, and agreed a steady rollout: key-account, then collections, then complaints.
12 Mar 2025 Scheduling the onboarding sessionsLogistical thread agreeing three onboarding sessions with Tariq Saleem: CRM mapping, branch system matching and an admin handover. Tariq has not yet spoken to Deepa Chauhan about her diary.
17 Mar 2025 Order form, Growth tierTom Ashdown sent Emma Croft the Growth tier order form covering implementation and the first year on 12 Mar 2025. Emma said it looked good and she would sign by end of week. Tom thanked her on 17 Mar 2025.
19 Mar 2025 Growth proposal for Harcastle: where we have got toLewis Kerr summarised the £52k plus VAT Growth proposal for the CFO, Nicola Brearley and Martin Firth. Only Nicola replied: her team wants it, but timing rests with Andrew Sugden. Invoicing contact is still open.
11 Mar 2025 Finding a time for our check-inDaniel Okafor opens the renewal conversation early, with the contract running to 1 Sep 2025. Helen Marsden welcomes it and asks for a usage view, because the board will ask what the brain is worth.
10 Mar 2025 Payment overdue, INV-171-0002On 10 Mar 2025 Rachel Dunmore told Jean Benson that INV-171-0002, £20k net (£23k including VAT), due 1 Mar 2025, was unpaid and asked for a settlement date. There is no customer response in the thread.
9 Mar 2025 Invitation to our webinar on Thursday 20 Mar 2025Sofia Marchetti invited Saskia Mendes to the 20 Mar 2025 webinar and offered to pick up any open support questions. Logistical invitation; no customer response in the thread.
9 Mar 2025 BB-Demo webinarLogistical event invite: Sofia Marchetti invited Brandon Sullivan to a customer webinar on 20 Mar 2025 about consolidating HR, operations and finance data. There is no customer response in the thread.
11 Mar 2025 Following up on the Growth proposalPriya Raman recapped the Growth proposal at £56k total and aimed for an order form by 21 Mar 2025. Lindsey Ward asked how it would be invoiced and needs a PO reference. Priya explained two invoices.
11 Mar 2025 Kickoff follow-up: actions and what I need from your sideCallie Brennan recapped the kickoff with Deepa Chauhan, Tariq Saleem and Gareth Pugh and asked for written access, the security questionnaire and the SSO approver. Tariq is waiting on IT confirmation; no first refresh date is committed.
10 Mar 2025 Check-in and a quick win to shareMarcus Bell reported rising depot usage and broader questions. Liam Doherty said Trafford Park flags unhappy retail contracts before customers ring, which is what Brackwell bought it for, and asked for a depot breakdown.
11 Mar 2025 Following up on your support ticketConnor Webb followed up a ticket on the reporting-turnaround view. Leanne Armstrong says most figures now match, one smaller trust looks a day behind, and the ticket stays open.
6 Mar 2025 Onboarding: connector access and a working sessionWorking-session thread with Tariq Saleem. He agreed Monday at 09:30, can give CRM access in writing by Friday, and warned the branch system and CRM share no clean key and some trade accounts are duplicated.
11 Mar 2025 Follow-up from Thursday's demoAfter the demo on Lindqvarn's own data, Johan Berglund asked how web shop data connects and how platform changes are handled. Tom Ashdown promised a written connector approach from Hannah Lowe and an Enterprise proposal.
11 Mar 2025 Proposal for Penmaen: follow-upTom Ashdown sent a Growth expansion proposal valued at £1,319. CFO Huw Bevan asked who uses current seats and wants another month of usage before agreeing. The proposal stays open.
5 Mar 2025 Data leaders conference, ManchesterLogistical event invite: Sofia Marchetti invited Saira Khalid to BB-Demo's stand at the data leaders conference in Manchester on Wednesday 12 March 2025. There is no customer response in the thread.
5 Mar 2025 BB-Demo webinarSofia Marchetti invited Claire Chevalier to a BB-Demo webinar on 20 Mar 2025 for heads of revenue operations. This is a marketing invitation, and there is no customer response in the thread.
4 Mar 2025 Data leaders conference, 12 Mar 2025Logistical event invitation: Sofia Marchetti asked Shaun Godley whether he would attend the data leaders conference in Manchester on 12 Mar 2025. There is no customer response in the thread.
10 Mar 2025 Follow-up from our review callMarcus Bell summarised the review: usage up on the previous quarter, one closed ticket, room for more users. Stuart Haworth said the headline was good and asked what renewal costs. Marcus restated £20k and passed pricing to Priya Raman.
10 Mar 2025 Follow-up from our QBRAfter the QBR, Daniel Okafor reports usage up. Saskia Mendes says the directors need it, asks for a simpler client view and wants the renewal discussed properly. Daniel notes the contract runs to 2 Jul 2025.
5 Mar 2025 Kickoff session: plan and timingLogistical thread to fix the kickoff session. Deepa Chauhan moved it to Friday at 10:00, asked for credit control to attend, and asked whether the setup note covers the 200 licensed users.
5 Mar 2025 Finding time to go through commercial termsLewis Kerr asked Andrew Sugden, Chief Financial Officer, for half an hour on Growth commercial terms. Andrew agreed but said his business case is unfinished and he cannot commit on the call. A 14:30 call was set for 5 Mar 2025.
3 Mar 2025 Invitation: BB-Demo webinar on Thursday 20 March 2025Logistical invitation from Sofia Marchetti to Wes Jago for the 20 Mar 2025 webinar. There is no customer response in the thread. It carries no renewal or commercial signal.
4 Mar 2025 Booking the next demo sessionTom Ashdown proposed a second demo focused on store feedback. Karin Sjöberg agreed but wants two store managers consulted first, and will return with names and a time. Logistical, with no commitment yet.
2 Mar 2025 BB-Demo webinarLogistical event invite: Sofia Marchetti asked Poppy Hewins, Block Manager, whether she would like to attend a 20 Mar 2025 webinar on connecting data across key systems. There is no customer response in the thread.
2 Mar 2025 Data leaders conferenceSofia Marchetti invited Elliot Kirkby to the BB-Demo stand at the Data leaders conference in Manchester on Wednesday 12 March 2025. This is a marketing invitation with no customer response in the thread.
4 Mar 2025 A call on the termsPriya Raman asked Steven Holroyd for a call on commercial terms. He agreed to Tuesday after lunch and wants usage numbers first. Priya then promised user numbers and the implementation and subscription split in writing.
6 Mar 2025 Onboarding call and what I need before the refreshCallie Brennan set out what she needs before the first full refresh. Nikhil Rao confirmed role access, flagged an untouched billing schema change and withheld complaints source access, and has not yet named a second admin.
4 Mar 2025 Follow-up from our discovery sessionAfter discovery, Priya Raman proposed the Enterprise tier at a proposal value of £129k. COO Philippa Gore asked about the regulatory angle and wants early warning from the security review.
28 Feb 2025 Invitation: data leaders conference in ManchesterSofia Marchetti invites Anjali Desai, Head of Information Security, to the BB-Demo stand at the Manchester data leaders conference on 12 Mar 2025. There is no customer response in the thread.
28 Feb 2025 Invoice INV-076-0002 for Merriott Lyle DistributionLogistical billing thread: Rachel Dunmore sent invoice INV-076-0002 on 28 Feb 2025 to Bernadette Lowry, gross £35k, due 30 Mar 2025. She asked for a PO number. There is no customer response in the thread.
4 Mar 2025 Your renewal in MayDaniel Okafor opened the May renewal conversation on 28 Feb 2025. Ravi Atherton replied on 4 Mar 2025 that things were going well and suggested mid-April for a call.
4 Mar 2025 Time to talk about the renewalDaniel Okafor asked Douglas Baird for a renewal talk ahead of the 2 Apr 2025 renewal date. Douglas agreed, suggested a Wednesday morning, and wanted to keep to the terms as they stand and any proposed changes.
4 Mar 2025 Onboarding: connector sessions and first refreshNikhil Rao accepted a Thursday connector session but would grant access only through a Snowflake change record. CRM and billing are in the first load; the call recorder is held back.
27 Feb 2025 Come and see us at the Data leaders conference in ManchesterSofia Marchetti invited Lee Garside, Key Account Manager for NHS accounts, to the BB-Demo stand at the Data leaders conference in Manchester on 12 Mar 2025. Logistical invitation; no customer reply.
26 Feb 2025 Come and see us at the data leaders conferenceLogistical event invitation from Sofia Marchetti to Trevor Mayhew for the BB-Demo stand at the Manchester data leaders conference on 12 Mar 2025. No customer response in the thread.
26 Feb 2025 Onboarding, next stepsCallie Brennan asked Abbie Gaskarth for Salesforce API credentials and a custom field list before switching on the refresh. Abbie offered Friday afternoon for a kickoff and said credentials would follow separately.
28 Feb 2025 Discovery, HoogkerkAfter a discovery call, Lewis Kerr recommended Enterprise to Hoogkerk Zorggroep. On 28 Feb 2025 CFO Hendrik Wiersma said he and Marieke Postma are keen, but wants price, support and residency terms first.
28 Feb 2025 Review call: could we find a slot?Marcus Bell asked for a review call. Lauren Pilkington replied after two days, offered Tuesday morning and asked whether a consultant can see a client's complaints next to open roles. Marcus booked Tuesday at 09:30.
25 Feb 2025 Data leaders conference invitationLogistical invitation: Sofia Marchetti invited Sam Nuttall to the Data leaders conference in Manchester on 12 March 2025, where BB-Demo was exhibiting. There is no customer response in the thread.
4 Mar 2025 Hartfield Hospice: next stepsLogistical thread: Jeremy Austin accepted a session at 10:00 on 4 Mar 2025, and Priya Raman promised to share the proposal by Wednesday. No customer view on price or scope is shown.
24 Feb 2025 Payment due, INV-171-0001Rachel Dunmore chased Jean Benson on 24 Feb 2025 for INV-171-0001, £6,000 net (£7,200 including VAT), which was due on 16 Feb 2025. There is no customer response in the thread.
25 Feb 2025 Getting the proposal in the diaryTom Ashdown offered Cerys Llewellyn a walkthrough of a short proposal. She agreed, said her team are asking for more, and set Thursday at 11:00 with a colleague.
24 Feb 2025 Invoice INV-155-0004 from BB-DemoLogistical billing email: Rachel Dunmore sent invoice INV-155-0004 for the Growth subscription (£12k gross, issued 24 Feb 2025, due 26 Mar 2025) and asked for a PO number if needed. There is no customer response in the thread.
24 Feb 2025 Invitation: BB-Demo webinar on Thursday 20 March 2025Logistical event invitation from Sofia Marchetti to Abi Coombes for the 20 Mar 2025 webinar on connector health and the Growth tier. No customer response in the thread.
25 Feb 2025 Discovery call: finding a timePriya Raman proposed a discovery session and Tomasz Wiśniewski accepted Thursday at 14:00. Mostly scheduling, but he set the agenda: follow one marketplace client from onboarding to complaints.
26 Feb 2025 Quarterly review: finding a timeDaniel Okafor books the Growth quarterly review. Saskia Mendes reports more people in the brain since the question sheet went round, says the helpdesk question is resolved, and asks for the usage picture beforehand.
4 Mar 2025 Proposal for Harcastle: follow-up and questionsAfter the proposal call, Nicola Brearley asked for the implementation and subscription split, extra charges and a named owner for connector fixes. Lewis Kerr answered. Her budget holder wants more time and she cannot give a date.
20 Feb 2025 Revenue leaders roundtableSofia Marchetti invited CFO Vikram Sethi to an in-person London roundtable on 25 Feb 2025 for finance leaders. Logistical invitation only; there is no customer response in the thread.
24 Feb 2025 Follow-up after the demoJohan Berglund asked how fast returns and delivery complaints appear beside web sales, and how often data refreshes. Tom Ashdown acknowledged a gap, passed it to Hannah Lowe and cited expected close on 18 Mar 2025.
19 Feb 2025 Invitation: revenue leaders roundtable in LondonSofia Marchetti invited Steven Holroyd to a revenue leaders roundtable in London on Tuesday 25 Feb 2025. No sales agenda. There is no customer response in the thread.
20 Feb 2025 Onboarding: admin handover sessionCallie Brennan proposed an hour-long admin handover before the rollout to 180 licensed users. Nikhil Rao agreed to early afternoon the next day and asked for the permissions model to be covered for the auditors.
21 Feb 2025 Demo schedulingLogistical thread: Lewis Kerr offered a demo, Jolien van Dijk said she was keen and proposed Thursday afternoon, and Lewis confirmed Thursday at 14:00. Customer responded promptly.
21 Feb 2025 Discovery callLogistical scheduling thread: Lewis Kerr asked Marieke Postma for an hour-long discovery call and she offered Tuesday or Wednesday the following week.
18 Feb 2025 Invitation: revenue leaders roundtable in LondonSofia Marchetti invites Jas Dhillon to a revenue leaders roundtable in London, citing his heavy use of the brain. This is an event invitation with no customer response in the thread.
19 Feb 2025 Finding a time to go through the proposalLogistical thread: Lewis Kerr asked for a slot to walk through the proposal, and Nicola Brearley offered Thursday afternoon. Lewis confirmed 14:30 with Imran Hussain joining. Nicola asked for the main points only.
17 Feb 2025 Invoice INV-076-0001Rachel Dunmore sends Bernadette Lowry invoice INV-076-0001 dated 17 Feb 2025, gross £36k, due 19 Mar 2025, and asks for a PO number. Billing thread with no customer response.
18 Feb 2025 Following up on the proposal for BrakkevoortTom Ashdown sends the Growth tier proposal at £56k. Pieter van Dam says the scope is right and asks for the split of the £56k in writing and for the plan for the first weeks after signature.
17 Feb 2025 Training session for the account managersLogistical thread: Callie Brennan proposed a training session for account managers after the first clean refresh. Tariq Hussain asked for the following Tuesday morning and a recording. Callie agreed 10:00 and will record it.
17 Feb 2025 Invitation: Revenue leaders roundtable, LondonSofia Marchetti invited Craig Holt to an in-person Revenue leaders roundtable in London on 25 Feb 2025 and suggested he pass it to commercial colleagues. Logistical event invitation; no customer reply.
17 Feb 2025 Subscription invoice for FebruaryBilling thread: Rachel Dunmore sent Gemma Yates invoice INV-013-0003 for £20k plus VAT £3,900, total £23k, due 19 Mar 2025. No customer response in the thread.
18 Feb 2025 Check-in call: next weekMarcus Bell asked for a check-in covering usage, last week's high-priority ticket and wishes. Liam Doherty offered Thursday after 14:00 and asked Marcus to confirm a delivery-exception feed is current before he tells his managers.
15 Feb 2025 Revenue leaders roundtableLogistical invitation: Sofia Marchetti invited Timo Brand of Eichsfeld Spedition to a London roundtable on Tuesday 25 Feb 2025. There is no customer response in the thread.
15 Feb 2025 BB-Demo webinar on dashboardsEvent invitation of 15 Feb 2025: Sofia Marchetti invited Orla Keane to a BB-Demo webinar on 20 Feb 2025 about building dashboards without code. There is no customer response in the thread.
15 Feb 2025 Revenue leaders roundtable in LondonLogistical event invitation: Sofia Marchetti invited Kirsteen Boyd to a London roundtable on 25 Feb 2025. There is no customer response in the thread.
15 Feb 2025 Invitation: our stand at the data leaders conference in ManchesterSofia Marchetti invites Karen Midgley, Financial Controller, to the BB-Demo stand at a data leaders conference in Manchester. This is an event invitation with no customer response in the thread.
20 Feb 2025 Proposal for Thackwray: next stepsPriya Raman sent the £56k Growth proposal. Finance Director Steven Holroyd asks who will use it, what it saves per order, and what is one-off against annual. Priya replied; no answer from Thackwray yet.
18 Feb 2025 Time for a check-in call?Marcus Bell asked for a check-in on who uses the brain against the forty licences. Craig Ashwell said only a handful are in it and the rest are back on spreadsheets, and he wants variations answered alongside client calls.
14 Feb 2025 Invitation to our Revenue leaders roundtableSofia Marchetti invited Clara Hoskins, Head of Procurement, to the same in-person roundtable on 25 Feb 2025, with no sales presentation. Event invitation only. There is no customer response in the thread.
14 Feb 2025 Onboarding sessions: getting dates in the diaryCallie Brennan asks Ryan Heslop for written source confirmation, credentials, a named approver for field mapping and half-day slots. Logistical onboarding thread; no customer response in the thread.
17 Feb 2025 Scheduling the demoTom Ashdown asked Karin Sjöberg to book a demo on Lindqvarn's own data. Karin wants colleagues from e-commerce and the stores involved first and asked for two or three time slots. Largely logistical.
21 Feb 2025 Support follow-up on your recent ticketConnor Webb traced a connector issue to a source-side permission. Rhian Morgan's IT team widened it, records came through, and she asked for the ticket to be closed.
18 Feb 2025 Demo schedulingLewis Kerr asked Merrow Gate for a demo date. Nicola Shaw said March is busy, April is available and Jade Riley will coordinate. Logistical thread, no date fixed.
17 Feb 2025 QBR follow-up and next stepsAfter the QBR, Callum Reid confirmed the notes, said the team finds the brain useful, and asked for a hands-on session and a yes or no on refresh timing. Daniel Okafor flagged the 30 Jun 2025 term end to Priya Raman.
12 Feb 2025 Onboarding: first mapping pass and next stepsCallie Brennan confirmed the CRM connector is connected and the first mapping pass done. Nikhil Rao answered the contract end date question within the hour and cleared a load that night.
12 Feb 2025 BB-Demo webinar, join usSofia Marchetti invited Kenny Lockhart to an online BB-Demo webinar on best practices with the brain. Logistical outreach only. There is no customer response in the thread.
14 Feb 2025 Order form for signatureMalcolm Ridgway, CFO, says he will not sign until the £146k is shown with its base and one-off and recurring parts are written down. Tom Ashdown explains it is a total including implementation and promises a corrected copy.
12 Feb 2025 Scheduling our next check-inMostly scheduling: Daniel Okafor and Helen Marsden agree Thursday at 10:00. Helen adds one agenda item, the cause of a resolved complaints-categories ticket, so she can tell the board the figures are stable.
11 Feb 2025 Notes from our check-inMarcus Bell sent Elaine Turvey notes from a check-in: steady usage, 25 licensed users on Starter, no open tickets. No customer response in the thread. Largely a logistical follow-up with an offer of a team session.
11 Feb 2025 Onboarding sessionLogistical email: Callie Brennan asks Mads Mortensen for a two-hour admin onboarding session on Tuesday or Wednesday afternoon. There is no customer response in the thread.
11 Feb 2025 Invitation: BB-Demo webinar on 20 Feb 2025Logistical event invitation: Sofia Marchetti invited Aoife Tuohy, a data engineer, to a BB-Demo webinar on 20 Feb 2025. No customer response in the thread.
10 Feb 2025 Invoice INV-155-0003: third reminderRachel Dunmore chased invoice INV-155-0003 (£12k gross, due 25 Dec 2024) a third time. Debbie Rowntree replied the same day: it is awaiting internal sign off, with no dispute about the amount and no payment date yet.
12 Feb 2025 Following up on the discoveryPriya Raman followed up a discovery call with a Growth tier proposal at £52k and asked to involve Vikram. Rebecca Oakes replied that the team got a lot from the call and would take the proposal to Vikram.
10 Feb 2025 Booking a time to talk about the renewalAndrew Pickering, Finance Director, agreed to a renewal call on Thursday afternoon at 14:00 but asked for Priya to join and for a written agenda. He said he would not expect to settle anything on the call.
10 Feb 2025 Invitation: BB-Demo webinar on 20 February 2025Sofia Marchetti invited Craig Holt, IT Manager, to the 20 Feb 2025 webinar as the technical lead at Brannock. Logistical event invitation; Craig does not reply in the thread.
11 Feb 2025 Starter renewal for signatureTom Ashdown sent the Starter order form at £20k, same as last year. Finance Director Luke Kitching replied on 11 Feb 2025 that he would return it that afternoon.
9 Feb 2025 Invitation: BB-Demo webinar on 20 February 2025Sofia Marchetti invited Helen Varley, Head of Commercial Operations, to the 20 Feb 2025 BB-Demo webinar and offered places for key-account managers. Logistical event invitation; no customer reply in the thread.
7 Feb 2025 Kickoff, next stepsCallie Brennan closes the loop after the kickoff call: the first refresh can go live the following week once Mads confirms Salesforce access. There is no customer response in the thread.
6 Feb 2025 Invitation: BB-Demo webinar on 20 Feb 2025Sofia Marchetti invited Sukhvinder Dhillon, an admin on the account, to the online BB-Demo webinar on Thu 20 Feb 2025 and asked him to pass it to the client-relationship team. There is no customer response in the thread.
6 Feb 2025 Finding a time to walk through the proposalLogistical thread: Priya Raman asks for half an hour to walk through the proposal. Kelly Swainston offers Wednesday 10:00 and wants Steven to join for the second half to see the commercials.
10 Feb 2025 Onboarding: booking the connector sessionsNikhil Rao agreed a Wednesday working session, set out how access will be confirmed in writing and named CRM, call recorder and helpdesk as the first wave. Callie Brennan committed to a field mapping by Tuesday afternoon.
6 Feb 2025 Finding a time for our next check-inDaniel Okafor asked Finance Director Philip Annear for a half-hour check-in on how the team finds the brain, sent on 6 Feb 2025. Scheduling only, with no customer response in the thread.
7 Feb 2025 Follow-up from our chatLogistical thread: Tom Ashdown followed up after a call and asked for a demo date. Elliot Kirkby proposed Thursday morning at 10:00 and said his calendar is fairly open.
5 Feb 2025 Invoice INV-181-0003, urgentOn 5 Feb 2025 Rachel Dunmore told bookkeeper Glenys Routledge that invoice INV-181-0003 (£20k net, £23k gross) was over six weeks overdue and asked for payment or contact. There is no customer response in the thread.
7 Feb 2025 Fenmoor quarterly review – finding a timeCallum Reid agreed to an hour-long quarterly review next week, on Tuesday afternoon or Thursday morning. He wants the numbers, not a slide deck, and an agenda the day before. He says the team is happy.
7 Feb 2025 Zendesk connector: API token issueThe Zendesk connector stopped pulling tickets because the customer's API token expired. Scott Galbraith generated a new one and Bethan Lister confirmed on 7 Feb 2025 that the connector was pulling and missing tickets caught up.
4 Feb 2025 Revenue leaders roundtable in London, 25 Feb 2025Sofia Marchetti invited Tomasz Wiśniewski to an in-person Revenue leaders roundtable in London on 25 Feb 2025. Purely an event invitation. There is no customer response in the thread.
4 Feb 2025 Invitation: BB-Demo webinarSofia Marchetti invites CFO Graeme Charlton to an optional webinar on Thursday 20 Feb 2025. No customer response in the thread. Purely an event invitation.
5 Feb 2025 Service levels and contract termsTom Ashdown says most of Luke Kershaw's contract points are standard but a few need discussion, and asks for 30 minutes. Luke, the CFO, offers Thursday afternoon after 14:00.
5 Feb 2025 QBR follow-up and next stepsAfter the QBR, Daniel Okafor noted steady usage and headroom against 40 licensed users. Douglas Baird welcomed a renewal conversation but asked for time, as a few matters need settling internally first.
3 Feb 2025 Discovery callPriya Raman and Rebecca Oakes agree a discovery call for Thursday that week at 14:00. The thread is logistical: scheduling only, with a call link and form to follow.
6 Feb 2025 Following our call: order form and next stepsLewis Kerr summarises the Enterprise deal at £146k including implementation. Procurement Manager Fiona Marsden asks for separate lines, open connector wording and clear payment terms, and does not want to rush the 14 Feb 2025 target.
3 Feb 2025 Invoice INV-027-0002Billing email: Finance sends invoice INV-027-0002 for the Starter subscription, net £18k, due 5 March 2025, and asks for a PO number. There is no customer response in the thread.
6 Feb 2025 Demo follow-up and next stepsAfter the demo Pieter van Dam says seeing tickets beside the shipper account and last call saves his team a weekly hunt. He asks about per-account-manager visibility and wants the proposal sent to Marloes with invoice terms.
4 Feb 2025 Following up on your support requestSupport thread: Craig Paterson reported a connector timeout. After a manual refresh on 4 Feb 2025 the console showed Sync completed and the connector went green. Bethan Lister left the ticket open pending a few clean refreshes.
30 Jan 2025 Your subscription invoiceRachel Dunmore sent Jean Benson the first year subscription invoice INV-171-0002 for £23k including VAT, due 1 Mar 2025. Logistical billing note; there is no customer response in the thread.
3 Feb 2025 Wellbrook contract renewalMarcus Bell opened renewal talks for the Starter contract ending 30 April 2025. Clive Wardle agreed to talk and suggested mid-April. Marcus is to send slot options. The thread shows no price discussion or outcome.
30 Jan 2025 Invitation: BB-Demo webinar on 20 Feb 2025Sofia Marchetti invited Matthew Grice, Client Relationship Manager, to an online BB-Demo webinar on Thu 20 Feb 2025. This is an invitation only, and there is no customer response in the thread.
30 Jan 2025 Renewal notice for GrisedaleMarcus Bell sent formal notice that the Starter subscription for 15 users runs to 30 Apr 2025, renewing at £20k. Stuart Haworth said nothing is signed until the price conversation and asked what a smaller team costs.
31 Jan 2025 Kickoff callLogistical thread: Callie Brennan and Ida Mortensen agree a Thursday 10:00 kickoff call. Ida will bring Mads, who will manage the admin side. Callie still needs Salesforce credentials and a systems list.
5 Feb 2025 Your renewal: Growth subscription ending 30 April 2025After formal renewal notice for the Growth subscription ending 30 Apr 2025, Finance Director Andrew Pickering questions the higher renewal figure, wants the basis and terms in writing, and asks who his account manager is.
31 Jan 2025 Onboarding: first refresh and what happens nextNikhil Rao replied on 31 Jan 2025 after a short delay. He accepted the 07:00 refresh window and set the first refresh for Monday, CRM and call recorder only, with helpdesk and billing to follow.
29 Jan 2025 Invitation: BB-Demo webinar on Thursday 20 February 2025Logistical invitation from Sofia Marchetti to Sunita Bains for the online webinar on Thursday 20 February 2025. There is no customer response in the thread.
28 Jan 2025 Follow-up from the demo on your own dataLewis Kerr followed up the demo on Harcastle's own data, with a Growth deal value of £52k and nothing committed. Imran Hussain replied wanting connector headroom answered and a customer id mismatch checked before anything goes live.
28 Jan 2025 Renewal conversation: finding a timeMarcus Bell asked Stuart Haworth for a renewal conversation, noting usage had dipped since the autumn. Stuart said he is not sure the brain is earning its keep, as most consultants do not use it.
3 Feb 2025 Getting a time in for the next QBRImogen Hartley agreed to a Friday afternoon QBR, said the team finds the brain useful, and wants more managers using it regularly before every trustee call. Daniel Okafor sent the invite.
27 Jan 2025 Invoice INV-088-0003 for your recordsLogistical billing thread: Rachel Dunmore sent Fraser McAllister invoice INV-088-0003 on 27 Jan 2025, gross £53k, due 26 Feb 2025 and unpaid. There is no customer response in the thread.
28 Jan 2025 Onboarding session: finding a timeLogistical thread. Callie seeks a working session on the first sources. Ryan agrees Wednesday morning, confirms referral data sits in the main reporting database, and must still clear connector access with IT.
30 Jan 2025 Call to talk through termsLewis Kerr asks CFO Malcolm Ridgway for a terms-only call before the order form is finalised. Malcolm agrees to Tuesday at 08:30 and asks for the note and the schedule beforehand. Largely logistical.
27 Jan 2025 Onboarding session: finding a timeLogistical thread: Callie Brennan asked for an onboarding session on source connections before the refresh is switched on. Leanne Moss chose Thursday at 14:00 and flagged possible IT delay on helpdesk access.
30 Jan 2025 Following up on our QBRAfter the quarterly review, Daniel Okafor sent the arrears source trail and Helen Marsden confirmed the tenancy figures now reconcile. She prefers starting the join with repairs and wants a session for newer analysts.
28 Jan 2025 Notes from our check-inCallum Reid confirmed Daniel Okafor's notes with two corrections: the spreadsheet fallback is the marine cargo desk, and the capacity-provider oversight dashboard is not optional. He asks by when a first version can be shown.
24 Jan 2025 Commercial, ArdfinnanLewis Kerr sent the Growth order form at £56k for the first year, in GBP. On 24 Jan 2025 Grainne Lynch said Brendan is happy and it would be signed by the end of the following week. The thread does not show signature.
28 Jan 2025 Kelvinhaugh renewal: order form for signaturePriya Raman sent a Growth renewal order form for £44k. Finance Director Hamish Crawford would not sign on 27 Jan 2025 and asked for usage figures first, saying he cannot justify a bigger tier on low numbers.
28 Jan 2025 Demo follow-up and the data questionsAfter the demo, Josh Pearce says orders sit in a supplier-run warehouse system and returns in the helpdesk. The supplier can give a read-only extract if asked in writing. Proposal held at £56k, decision target 21 Mar 2025.
22 Jan 2025 Scheduling the onboarding sessionsCallie Brennan proposed a sequence of onboarding sessions. Nikhil Rao accepted tomorrow morning and early next week, excluded Friday for production work, and would not commit to a first refresh day until the mappings are done.
23 Jan 2025 Booking the demo on your own dataLargely logistical: Lewis Kerr and Nicola Brearley book a demo on Harcastle's own data for Wednesday at 10:00. Nicola raised IT approval and whether data stays in her environment; Lewis said the brain runs in the customer's Snowflake account.
27 Jan 2025 Usage and our next check-inDaniel Okafor flags that fewer people are using the brain against 40 licences. Saskia Mendes admits it is not all fine: some tried it, got mismatched answers and went back to spreadsheets. A short question sheet is agreed.
28 Jan 2025 Booking the demoLogistical sales thread. Tom Ashdown books a demo on Brakkevoort's own shipper and ticket data. Pieter van Dam accepts Thursday at 14:00, brings two account managers and asks for a concrete data plan beforehand.
24 Jan 2025 Admin hand-over sessionLogistical thread: Callie Brennan offered two slots for the admin hand-over. Leanne Moss missed both and asked for the following Tuesday at 11:00 with a few colleagues. Callie confirmed the booking.
22 Jan 2025 Check-in call next weekScheduling a check-in, Callum Reid replied that fewer of his people seem to be logging in than before Christmas and wants to know why. He also wants the nightly refresh confirmed before the team starts.
23 Jan 2025 Follow-up from kickoff: access, roles and next stepsCallie Brennan asked Brimscombe Energy for a Snowflake role, a source list and user names. Nikhil Rao replied on 23 Jan 2025 with a read-only role, but the complaints schema is held back pending the CISO's sign-off.
22 Jan 2025 Brain data not updatingKayleigh Roberts reported stale brain data. Connor Webb traced it to a Salesforce API access change on the customer side and gave steps to regenerate the OAuth token before a full re-sync.
23 Jan 2025 Training session for the sales engineersCallie Brennan and Jas Dhillon book the sales engineer training for Thursday at 10:00. Jas brings two other sales engineers, Ruth may join, and he set out the questions he wants answered. Mainly logistical, with a clear use case.
20 Jan 2025 Invoice INV-027-0001Logistical billing email: Finance sends Skovdal Software invoice INV-027-0001 for the £6,000 implementation fee, due 19 February 2025. There is no customer response in the thread.
23 Jan 2025 Following up on our discovery callAfter the discovery call, CFO Mats Eklund confirmed the summary but wants the £129k split into annual and one-off, plus year-two cost, before any demo. Tom Ashdown promised a split with the proposal.
17 Jan 2025 Implementation invoiceRachel Dunmore sent Jean Benson implementation invoice INV-171-0001 for £7,200 including VAT and asked for the PO number. There is no customer response in the thread.
21 Jan 2025 Proposal and next stepsTom Ashdown sent Cairnlea a Growth proposal. On 21 Jan 2025 Neil Metcalfe relayed that CFO Luke Kershaw has questions about the annual commitment and whether quarterly payment is possible, and asked for a call.
23 Jan 2025 Following up on our discovery callAfter the discovery call Tom Ashdown proposed the Growth tier at £56k total deal value. CFO Marloes Hendriks refused to progress without a written split of implementation and subscription, billed quarterly in advance. Tom agreed.
17 Jan 2025 Scheduling training for the sales engineersLogistical thread: Callie Brennan proposes a training session on asking the brain about customer calls. Jas Dhillon agrees, prefers late afternoons, offers Tuesday or Thursday at 15:00 and will confirm attendees.
20 Jan 2025 Quarterly review: finding a slotHelen Marsden asked for the quarterly review in the week after the board meeting, with two analysts attending and dashboards given proper time. Daniel Okafor agreed and will send an outline.
17 Jan 2025 Finding a time for the renewal conversationDaniel Okafor proposed a renewal call before 2 Apr 2025. Douglas Baird accepted Thursday at 14:00 but said he is not yet in a position to give a view on the renewal.
20 Jan 2025 Following up on implementation and licensingSales thread: Lewis Kerr proposed a compressed security review and sent a proposal totalling £140k excluding VAT. Octavia Blake said the figures work, but Nicholas Fairbairn must see the security review scope before signing.
17 Jan 2025 Booking the demo on your own dataSales thread, 16 to 17 Jan 2025. Lewis Kerr asks to book the demo; Kelly Swainston agrees, names Josh Pearce to attend and asks for a health and beauty brand with decent returns volume, returns first.
16 Jan 2025 Follow-up from the quarterly reviewMarcus Bell recapped the review: usage has fallen, Sukhvinder Dhillon is now main admin, and contract end is 29 Aug 2025. Sukhvinder said several people stopped logging in after Harjit left and doubts the other connectors are used.
15 Jan 2025 Invoice INV-155-0003 overdueRachel Dunmore sent Debbie Rowntree a second reminder that the Growth subscription invoice INV-155-0003 (gross £12k, due 25 Dec 2024) is unpaid. She asked for confirmation of receipt, a payment date and any PO. No reply is in the thread.
15 Jan 2025 Order formTom Ashdown sent Sofie Bech, Managing Director at Skovdal Software, the order form under the standard MSA. She said Skovdal would review and reply shortly. The order form is not shown as signed.
15 Jan 2025 Order form, StarterPriya Raman sent Colin Airey a Starter order form at £26k covering implementation and the first year. Colin replied the next morning that it looked good and he would sign it that morning.
16 Jan 2025 Ardfinnan Freight Services, next stepsAfter a call, Lewis Kerr offered Finance Director Brendan O'Mahony a formal quote and a discussion of terms. Brendan agreed to talk the following week and Lewis said he would send an invite for Tuesday.
17 Jan 2025 Onboarding session schedulingLogistical thread. Callie asks for an hour on referrals field mapping. Ryan apologises for the slow reply, offers early next week, has referrals credentials and still awaits tickets system details from IT.
13 Jan 2025 Invoice overdueRachel Dunmore, Finance Manager, chased Glenys Routledge on 13 Jan 2025 for INV-181-0003 (£20k), due 22 Dec 2024 and still unpaid. The thread holds no customer response.
13 Jan 2025 Proposal review, let's find a timeMostly logistical. Tom Ashdown asks for a time to go through the proposal and will send Luke a copy first. Neil Metcalfe offers Monday or Tuesday afternoon and says Luke is already keen.
16 Jan 2025 Scheduling the onboarding sessionLogistical thread: Callie Brennan and Nathan Booth fix the onboarding session for Wednesday at 14:00 so Ruth can join for the quality ticket part. Nathan asked for the later slot. Callie asked for a user list ahead of the session.
14 Jan 2025 Quarterly check-in: finding a slotMarcus Bell asked for a proper check-in after fewer depot account managers logged in. Liam Doherty blamed the January peak and two new managers, said half the depots are back on spreadsheets, and asked for a usage breakdown by depot.
11 Jan 2025 Invitation: BB-Demo webinar on ThursdaySofia Marchetti invited Ailsa Dunlop to the 16 Jan 2025 webinar and said user numbers had slipped before the term ends on 8 Feb 2025. There is no customer response in the thread.
10 Jan 2025 Invoice INV-154-0002 for Brimscombe EnergyLogistical billing thread: Rachel Dunmore sent invoice INV-154-0002 to Mandy Gasson, gross £34k, due 9 Feb 2025, and asked for a PO number if needed. There is no customer response in the thread.
13 Jan 2025 Kickoff scheduling for the Brimscombe brainAfter signature, Callie Brennan asked Siân Pritchard for access, admins, user lists and a security contact before kickoff. Siân chose Thursday mornings, will be one admin, and wants to agree what is tracked from the start.
13 Jan 2025 Following up on our discovery call and the proposalAfter the discovery call Lewis Kerr sent a Growth proposal at £52k excluding VAT. CFO Andrew Sugden replied that he needs the subscription and implementation split before he can write a business case.
14 Jan 2025 Quarterly review: finding a timeMarcus Bell asked to book the quarterly review after a usage dip. Elaine Turvey, Finance Director, asked for the usage breakdown first and said Harjit has moved on. She would decide afterwards whether a call is worthwhile.
9 Jan 2025 Kickoff follow-up and next stepsCallie's follow-up to the kickoff lists what each customer contact owes: access details, governance checks and priority trusts. No customer response in the thread. She suggests starting with contract managers only on the forty-user licence.
13 Jan 2025 Onboarding session schedulingLogistical onboarding thread. Callie asks for access details, admins and time slots. Ryan offers Monday or Tuesday, says he is sole admin and is waiting on IT credentials. Tuesday morning agreed.
14 Jan 2025 Setting up a discovery callTom Ashdown asked Pieter van Dam for a half-hour discovery call. Pieter replied on 14 Jan 2025 accepting Thursday at 10:00 and said he will bring the person who runs the weekly shipper review. Logistical thread.
8 Jan 2025 Finding a time for a discovery callMostly scheduling: Lewis Kerr and Nicola Brearley agree a one-hour discovery call for Friday at 11:00. Nicola will bring a senior account manager and sets three topics, starting with what a missed collection looks like to the customer.
7 Jan 2025 Finance leaders webinar, automating reconciliationSingle outbound email of 7 Jan 2025. Sofia Marchetti invites Margaret Cleland to a 16 Jan 2025 webinar on automating reconciliation. There is no customer response in the thread.
8 Jan 2025 Onboarding session in JanuaryAbi Coombes accepts Thursday morning for the onboarding session, promises access details beforehand, and says she is the only admin and wants help managing the user list.
7 Jan 2025 Invitation: BB-Demo webinar on Thursday 16 January 2025Sofia Marchetti writes to Finance Director Andrew Pickering about a dip in usage over the last quarter, ahead of renewal on 30 Apr 2025. She invites him to the webinar and a conversation. No customer response in the thread.
6 Jan 2025 Webinar invitationSofia Marchetti invited Pam Willetts, Managing Director of Netherby Forge, to a webinar on Thu 16 Jan 2025. This is an event invitation, and the thread shows no customer response.
8 Jan 2025 Following up on our discovery callAfter discovery, Lewis Kerr suggested Growth at a proposal of £56k total including implementation. Finance Director Steven Holroyd asked who would use it and what it does to cost per order.
7 Jan 2025 Catching up on how the brain is being usedMarcus Bell flagged that far fewer of the 40 Growth users are logging in than in the autumn. Craig Ashwell called it unsurprising for January but said he does not want it to slip, and asked for the list of lapsed users.
6 Jan 2025 Invoice INV-083-0002Rachel Dunmore sent invoice INV-083-0002, issued 6 Jan 2025, for the annual Growth subscription covering 40 licensed users: net £42k, gross £50k, due 5 Feb 2025. No customer response.
10 Jan 2025 Proposal for Merriott Lyle: your questionsMalcolm Ridgway, CFO, asked for the annual subscription and one-off split and the full cost beyond the quote. He then said he is not yet persuaded on value and wants a debtor-days case in numbers for the board.
6 Jan 2025 Kickoff follow-up and next stepsCallie Brennan's note after kickoff sets the aim as one by-client view of bookings, tickets and reviews. Leanne Moss is day-to-day admin and Marcus Bell is adoption contact. No customer reply is in the thread.
6 Jan 2025 Kickoff: next stepsAfter a kickoff call on 6 Jan 2025, Callie Brennan asked Luke Oakes and Emma Haworth for connector credentials and a list of fields to map. First live data is targeted for the end of the following week. No customer reply.
5 Jan 2025 Invitation: BB-Demo webinar on Thursday 16 January 2025Sofia Marchetti invites Craig Holt, IT Manager, to the webinar and says activity is quieter than expected for forty licensed users. She asks about connector or permissions issues. No customer response in the thread.
3 Jan 2025 Following up on our QBR callAfter the QBR call Marcus Bell wrote to Craig Ashwell, Valerie Okon and Sunil Kapoor. Only a handful of the 40 licensed Growth users are in regular use. He asked each for an input. No customer reply is in the thread.
7 Jan 2025 Proposal, ArdfinnanLewis Kerr sent Ardfinnan Freight Services a Growth proposal at £56k for the first year. Grainne Lynch replied on 7 Jan 2025 that Brendan is reviewing with finance, and asked whether the price is in euro or sterling.
3 Jan 2025 Subscription renewal: April 2025Daniel Okafor wrote to Finance Director Moira Sinclair ahead of the contract end on 5 April 2025, noting lighter usage in recent weeks and asking for a call. No customer response in the thread.
8 Jan 2025 Brackwell QBR follow-up and next stepsAfter the QBR, Aisha Rahman flagged that active users looked lower than expected and asked for the admin walkthrough. Marcus Bell read the dip as the holiday period and will recheck, and offered a walkthrough on Thursday.
2 Jan 2025 Payment reminder: invoice INV-155-0003Rachel Dunmore sent Debbie Rowntree a first reminder that invoice INV-155-0003 (gross £12k, due 25 Dec 2024) is unpaid, and asked for the PO number. There is no customer response in the thread.
2 Jan 2025 Commercial terms for discussionTom Ashdown quoted Starter tier with implementation included at £24k for the initial term. Anders Thomsen, Accounts Payable Manager at Skovdal Software, asked for the order form and said he would review it.
8 Jan 2025 Onboarding session for adminsLeanne Moss, the admin, replied after four days that the team is short of people. She declined Tuesday and asked for Friday at 10:00, which Callie Brennan booked. Only the first source's credentials are likely ready.
2 Jan 2025 Invoice INV-020-0002 for your Growth subscriptionLogistical billing email: invoice INV-020-0002 for the Growth subscription, net £40k, issued 2 Jan 2025 and due 1 Feb 2025. There is no customer response in the thread.
2 Jan 2025 Invoice INV-017-0002Rachel Dunmore sent Elliot Lomax invoice INV-017-0002 for the Starter subscription, 15 licensed users, net £20k, due 1 Feb 2025. This is a billing thread and the customer does not reply.
2 Jan 2025 Your Growth subscription renewalOn 2 Jan 2025 Daniel Okafor opened the Growth renewal with Douglas Baird, term ending 2 Apr 2025, at £44k a year for 40 users, and flagged a dip in use. No customer response in the thread.
31 Dec 2024 Invitation: BB-Demo webinar on Thursday 16 Jan 2025Sofia Marchetti invited Mandy Gasson to a BB-Demo webinar on Thursday 16 Jan 2025, pitched at debt, disputes and complaints by site. It is an invitation only, and there is no customer response in the thread.
3 Jan 2025 Time to go through the proposalDeepa Chauhan agreed to a proposal walk-through, with a real trade account shown to branch, credit control and key-account views. She asked to keep CFO Malcolm Ridgway out of the first session.
30 Dec 2024 Invoice INV-181-0003, payment reminderOn 30 Dec 2024 Rachel Dunmore reminded bookkeeper Glenys Routledge that invoice INV-181-0003 (£23k gross, £20k net) was due on 22 Dec 2024 and unpaid. There is no customer response in the thread.
30 Dec 2024 Invoice INV-154-0001Logistical billing thread: Rachel Dunmore sent invoice INV-154-0001 to Mandy Gasson, gross £36k, due 29 Jan 2025, and asked for a PO number if needed. There is no customer response in the thread.
31 Dec 2024 Check-in call after the breakDaniel Okafor proposes a January check-in. Saskia Mendes agrees but adds an agenda item: some directors still ask her for client views instead of asking the brain, and she says they need it to be quick.
3 Jan 2025 Second demo session: preparationLewis Kerr set the agenda for the second session. Tariq Saleem agreed to send an extract with duplicates left in and asked that nothing be promised to the regions that the brain does not yet do.
30 Dec 2024 Quick scheduling questionLogistical thread. Tom Ashdown proposes a follow-up call the day after the demo; Neil Metcalfe agrees and suggests Thursday at 14:00. No commercial content or objection.
27 Dec 2024 BB-Demo webinar, 16 January 2025Logistical event invitation from Sofia Marchetti to Kylie Bannister for the 16 Jan 2025 webinar. There is no customer response in the thread.
30 Dec 2024 Demo readyTom Ashdown said the Cairnlea demo environment is built with sample Salesforce data and a test call recording. Neil Metcalfe proposed the first week of January because Luke is away. Scheduling thread.
25 Dec 2024 Invitation to our January webinarLogistical event invitation: Sofia Marchetti invited Fiona Drummond to the BB-Demo webinar on 16 Jan 2025. There is no customer response in the thread.
24 Dec 2024 Booking the next QBRMarcus Bell asks Cerys Llewellyn for dates for a January QBR and says usage is still climbing. Logistical thread; no customer response.
31 Dec 2024 Getting your QBR in the diaryMarcus Bell asked to book the next QBR. Craig Ashwell agreed to a morning slot in the second week of January at 10:00, asked for an hour, and wants Valerie and Sunil there. He wants variations visible beside client calls and invoices.
24 Dec 2024 Invoice INV-083-0001Rachel Dunmore sent Kirsty Robson invoice INV-083-0001, issued 24 Dec 2024: net £12k, gross £14k, due 23 Jan 2025. Billing thread only; there is no customer response.
24 Dec 2024 Kickoff schedulingBecky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.
24 Dec 2024 Invitation: BB-Demo webinar on Thursday 16 January 2025Logistical invitation from Sofia Marchetti to Sunita Bains, the CRM administrator, for the online webinar on Thursday 16 January 2025. There is no customer response in the thread.
24 Dec 2024 Check-in before the breakHelen Marsden agreed a check-in in the week or so before the late-January board pack. Repairs and complaints figures are better, but she wants the arrears section traced to source first.
24 Dec 2024 Invoice INV-004-0003 for your Starter renewalBilling email from Rachel Dunmore sending invoice INV-004-0003 for the Starter renewal, due 23 Jan 2025, and asking Claire Haddon for a PO number. Logistical only. There is no customer response in the thread.
30 Dec 2024 Booking the Brackwell QBRMarcus Bell proposed a January QBR on 24 Dec 2024. Liam Doherty agreed to a call in the second week of January and asked for a by-depot usage view, because he expects to be asked whether the depots are on it properly.
23 Dec 2024 Invitation: BB-Demo webinar in JanuarySofia Marchetti invited Ruben Dekker to a BB-Demo webinar on 16 Jan 2025. Marketing outreach only; the thread holds no customer response.
24 Dec 2024 Finding a time for a discovery conversationKelly Swainston agreed to a discovery conversation with Lewis Kerr in early January. She wants Steven Holroyd involved later, as he signs off purchases like this.
2 Jan 2025 Order form for signatureTom Ashdown sent the Enterprise order form at a total deal value of £145k. Graham Tovey wants legal comments settled before he signs and asks about late connectors and freshness evidence for Ofgem. The 27 Dec 2024 date has passed.
24 Dec 2024 Renewal conversationDaniel Okafor asked Finance Director Hamish Crawford for a January renewal call. Hamish agreed but wants the usage summary a few days ahead, a later slot, and time to take a view with Fiona.
23 Dec 2024 Scheduling the next demo sessionLogistical: Lewis Kerr proposes a second demo session for credit control and regional directors in the first full week after New Year. There is no customer response in the thread.
27 Dec 2024 New year: commercial discussionLogistical thread. Tom Ashdown asks Sofie Bech, Managing Director at Skovdal Software, for a call on the commercial side. She agrees to early January and Tom proposes Thursday at 10:00.
22 Dec 2024 Invitation: BB-Demo webinar in JanuarySofia Marchetti invited Dennis Wolter, Head of Finance, to the online BB-Demo webinar on Thu 16 Jan 2025 about reconciling finance, CRM and customer data. No customer response in the thread.
20 Dec 2024 Onboarding next stepsLogistical thread: Callie Brennan proposes Friday 20 Dec 2024 for the onboarding kickoff and asks for Salesforce and Zendesk credentials. There is no customer response in the thread.
2 Jan 2025 Renewal order form for signatureTom Ashdown sent the Starter renewal order form on the same tier, users and price. Rob Ellery had not reviewed it by 27 Dec 2024 and the thread ends with it unsigned the day before the term end.
20 Dec 2024 Check-in notesDaniel Okafor sent his notes of the 20 Dec 2024 check-in with Callum Reid. Usage and refresh timing are described as healthy and Callum's needs are listed. There is no customer response in the thread.
24 Dec 2024 Kingdon Diagnostics order form for signatureTom Ashdown sent the Growth order form at £54k. Graeme Charlton asked whether that is the first-year total including implementation. Tom confirmed it is the total deal value, not an annual price.
23 Dec 2024 Scheduling the onboarding sessionsAbi Coombes cannot meet before the break and asks for the first days back in the new year. Callie Brennan agrees to hold the session, and the requested access is still outstanding.
18 Dec 2024 Demo, let's lock in a timeLogistical thread: Tom Ashdown asks to lock in a demo with the Solutions Engineer, and Neil Metcalfe agrees to Wednesday afternoon, proposing 14:00. No commercial content.
23 Dec 2024 Merriott Lyle Distribution: follow-up from the demoAfter the 17 Dec 2024 demo, Lewis Kerr restated the Enterprise proposal at £146k plus VAT. Tariq Saleem asked how duplicate trade accounts are matched and how a failed nightly load shows up, before he names systems.
16 Dec 2024 Invoice INV-081-0003 for Pentreath Cold ChainRachel Dunmore sent invoice INV-081-0003 for the Growth renewal: net £48k, VAT £9,500, gross £57k, due 15 Jan 2025. She asked for the PO number. No customer response in the thread.
16 Dec 2024 Invoice for Fairhallow TravelLogistical billing email: BB-Demo's finance manager sent invoice INV-020-0001 on 16 Dec 2024 and asked for a PO number. There is no customer response in the thread.
16 Dec 2024 Invoice INV-017-0001Rachel Dunmore sent Elliot Lomax invoice INV-017-0001 for the implementation, net £6,000, due 15 Jan 2025, and asked for the PO number. This is a billing thread and the customer does not reply.
13 Dec 2024 Renewal order form for signatureTom Ashdown sent the Growth renewal order form at £48k, the deal total and not an annual figure. Philip Annear said the total matches, that he is content with usage, and that he would sign on 13 Dec 2024.
13 Dec 2024 Time for a check-in before Christmas?Callum Reid accepted a 30-minute check-in on Wednesday at 10:00. He wants a straight view of bordereaux queries, confirmation the 07:00 dashboards were right each morning, and team usage data beforehand.
11 Dec 2024 Onboarding kickoffCallie Brennan asked Daisy Howes for kickoff dates before the refresh is switched on. Daisy replied within an hour offering next Thursday and Friday. The thread is logistical.
11 Dec 2024 Check-in call next weekOn 11 Dec 2024 Craig Ashwell accepted a half-hour check-in on Friday at 10:00 and asked Marcus Bell to bring the variations view. He will invite some of his team.
12 Dec 2024 Arranging the demo on your dataLogistical thread: Lewis Kerr and Deepa Chauhan fixed the demo on the customer's own data for Thursday at 10:00. Credit control confirmed attendance, and Deepa will prepare an extract of accounts with open disputes.
16 Dec 2024 Order form for signature: Fairhallow TravelTom Ashdown sent the Growth order form at £52k including implementation. Simon Ashworth returned a signed copy on 16 Dec 2024, three days after the requested date, and asked for confirmation of receipt and next steps.
16 Dec 2024 Order form: BB-Demo StarterTom Ashdown sent the Starter order form on 11 Dec 2024. Managing Director Asif Nuttall returned it signed on 16 Dec 2024 and said the company is ready to go whenever BB-Demo is.
16 Dec 2024 Check-in call: finding a timeLogistical thread: Marcus Bell proposed a pre-year-end check-in. Helen Varley asked for the first week back in January because of trust renewals, and set an agenda on usage by trust, delivery queries and account manager requests.
13 Dec 2024 Following up on our QBRAfter the QBR, Hamish Crawford asks again who is actually using the brain and says 15 licences with a handful of regular users is hard to justify to the board. Daniel Okafor promises a usage summary.
12 Dec 2024 Follow-up from kickoff: next steps for DunholmCallie Brennan listed the access she needs after kickoff. Nathan Booth will send CRM and helpdesk access in writing this week and will approve field mappings. Call recorder access is unresolved and sits with someone in IT.
11 Dec 2024 Discovery call follow-upTom Ashdown followed up a discovery call with Cairnlea Homes, who are looking at the Growth tier. CFO Luke Kershaw said the demo priority is call recordings alongside the customer database.
6 Dec 2024 Following up on our quarterly reviewAfter the quarterly review Rupert Lasker, the CFO, welcomes rising use and no tickets. He asks for the annual cost next to usage and tests value against directors' time and disputes caught early.
5 Dec 2024 Next steps from the demoAfter the demo call, Mei Xin Lim said Pasir Laut Logistics is aligned internally and asked for commercial terms. Lewis Kerr replied that the order form would follow the next day. A sales thread with a positive customer response.
3 Dec 2024 Following up on our negotiation callAfter the negotiation call, Siân Pritchard asks for named connectors with dates, a complaint view that stops collections chasing disputed debt, and customer-owned measures. Tom Ashdown holds the total at £145k.
4 Dec 2024 Following up on our discovery callAfter the discovery call Lewis Kerr proposed Enterprise and gave a working total of £146k excluding VAT, not an annual price. Deepa Chauhan will take it to her finance lead and wants the implementation specified.
2 Dec 2024 Invoice INV-018-0002 for the Growth subscriptionBilling thread: Rachel Dunmore sent Karen Midgley invoice INV-018-0002 for the Growth subscription, £48k gross, covering 1 Dec 2024 to 30 Nov 2025, due 1 Jan 2025. No customer reply in the thread.
2 Dec 2024 Invoice INV-002-0003 for your Growth subscriptionRachel Dunmore sent Joanne Platt invoice INV-002-0003: net £44k, VAT £8,800, gross £53k, issued 2 Dec 2024 and due 1 Jan 2025. Billing thread only; there is no customer response in the thread.
29 Nov 2024 Check-in notesMarcus Bell's recap of a check-in call with Cerys Llewellyn: usage up, Growth with 40 licensed users, one ticket in hand. No customer reply in the thread.
2 Dec 2024 Setting up our next QBRFiona Drummond agrees to a first-half December QBR and says the team find the brain useful for trustee meeting preparation. Ailsa Dunlop will join and Hamish Crawford may listen in.
3 Dec 2024 Let's schedule a discovery callLogistical thread: Tom Ashdown and Neil Metcalfe agree to hold a discovery call. Neil prefers Tuesday or Wednesday afternoon of the following week. No commercial content.
29 Nov 2024 Renewal, subscription expiring 28 February 2025Daniel Okafor opens the renewal with Finance Director Luke Kitching at £20k for the next year, same terms as before, and says usage is up. There is no customer response in the thread.
2 Dec 2024 Scheduling your quarterly business reviewSaskia Mendes agrees to a first quarterly review with Rupert and Holly. She asks for a short cost-and-return version for Rupert and cites a director who caught a client issue using the brain.
28 Nov 2024 Discovery call: finding a timeMostly scheduling: Lewis Kerr and Deepa Chauhan fixed a discovery call for Wednesday at 14:00. Deepa asked for credit control to attend, saying the pain is the gap between branch and credit control views.
27 Nov 2024 Follow-up from kickoff callCallie Brennan recaps the kickoff for Zoe Kendrick and Abi Coombes, lists the access, team priorities and admin confirmation she needs, and notes the Growth plan's 40 users. No customer reply in the thread.
29 Nov 2024 Order form discussion: arranging a callLewis Kerr took over commercial discussions from Tom and asked CFO Graeme Charlton for a call on the order form. Graeme agreed to Tuesday at 10:00 and asked for the terms beforehand.
5 Dec 2024 Fairhallow Travel and BB-Demo: next steps after our callSimon Ashworth asked who will use the brain and what it costs per month before going further. Tom Ashdown explained £52k is a total deal value including implementation. Simon will accept an order form once the subscription line is confirmed.
4 Dec 2024 Missing Salesforce recordsNeil Entwistle reported Salesforce records missing from the brain. Bethan Lister found a sync issue on BB-Demo's side and fixed it, and Neil confirmed on 4 Dec 2024 that everything was coming through.
27 Nov 2024 Getting your implementation startedLogistical thread: Callie Brennan asked Felicity Gurney for data sources and account access, and a setup call was booked for 27 Nov 2024 at 14:00 after the contract was signed.
25 Nov 2024 Invoice INV-155-0003 for your recordsRachel Dunmore sent Debbie Rowntree invoice INV-155-0003 for the Growth subscription: net £9,900, VAT £1,980, gross £12k, due 25 Dec 2024. This is a billing thread with no customer response.
25 Nov 2024 Time to talk through termsTom Ashdown proposed a half-hour call on the remaining terms. Graham Tovey agreed to Thursday at 15:00, asked for the open points the day before, most important first, and wants his day-to-day lead on the call.
29 Nov 2024 Dashboard refresh issue: resolvedScott Galbraith reported the admin dashboard refresh stalling after 06:00. Bethan Lister found a query performance issue and optimised it. Scott confirmed on 29 Nov 2024 it was fixed and running faster.
27 Nov 2024 BB-Demo demoLogistical thread. Tom Ashdown chases a demo date and Ida Mortensen at Skovdal Software offers Wednesday at 14:00 and says she will send an invite. The thread does not show the demo being held.
28 Nov 2024 Booking in the renewal conversationScheduling thread. BB-Demo asked for a half-hour renewal conversation before Christmas. Rob Ellery replied with a Thursday morning slot and said he needs to run it past his ops colleague. No commercial position is stated.
22 Nov 2024 Demo sessionLewis Kerr arranged a deeper technical walkthrough Mei Xin Lim wanted before contract stage. She asked for Tuesday or Wednesday afternoon next week.
22 Nov 2024 Invoice INV-182-0002, SubscriptionRachel Dunmore sent Terence Pegg invoice INV-182-0002 for the first year Growth tier subscription: £40k net, £48k gross including VAT, due 22 Dec 2024. There is no customer response in the thread.
22 Nov 2024 Invoice INV-181-0003Billing thread. On 22 Nov 2024 Rachel Dunmore sent Glenys Routledge invoice INV-181-0003 for the Starter renewal: £20k net, £23k total, due 22 Dec 2024. No customer response in the thread.
27 Nov 2024 Finding a time for our check-inMarcus Bell arranged a 30 minute check-in with Cerys Llewellyn to show usage since go-live. Cerys welcomed it and said her team had been asking about usage. Scheduling thread with a positive tone.
22 Nov 2024 Invoice INV-089-0002 for your Growth subscriptionRachel Dunmore sends Trevor Mayhew invoice INV-089-0002 for the Growth subscription, £48k gross, due 22 Dec 2024, and asks for a PO number. No customer response in the thread.
22 Nov 2024 Your support ticket: follow-upBethan Lister followed up a support ticket on CRM data in the brain. Sunita Bains confirmed on 22 Nov 2024 that results now look right and the ticket can be closed.
25 Nov 2024 Finding a time for our next check-inHelen Marsden agreed a check-in with Daniel Okafor and set out two topics: repairs figures that do not reconcile to the housing management system, and showing the board where each number comes from.
25 Nov 2024 Follow-up: QBRAfter the 22 Nov 2024 review, Richard Thorne, Chief Operating Officer, asked for a one-page usage summary and said that before any talk of the term beyond the current one he wants cost, all in, against what it has saved.
25 Nov 2024 Kickoff schedulingCallie Brennan asks Zoe Kendrick to book the kickoff and supply policy system and claims mailbox access. Zoe asks for Wednesday afternoon and warns the IT credentials may be late. Logistical thread.
21 Nov 2024 Revenue leaders roundtableLogistical event invitation from Sofia Marchetti to Neil Entwistle, Data Analyst, for a London roundtable on 26 Nov 2024. There is no customer response in the thread.
25 Nov 2024 Following up from the demoAfter the demo, Tom Ashdown said a proposal would follow. Mei Xin Lim replied that she had questions on the implementation timeline but was keen to move forward, and asked for a call.
22 Nov 2024 Renewal order form ready for signatureSales thread. On 20 Nov 2024 Tom Ashdown sent Ronald Hetherington a 12-month renewal order form at £20k. On 22 Nov 2024 Ronald said it looked good and that he would return it signed that day.
20 Nov 2024 Roundtable in London next week, would you like to join?Sofia Marchetti invited Paul Rigby to a London roundtable on 26 Nov 2024. Purely an event invitation. There is no customer response in the thread.
20 Nov 2024 Check-in callMarcus Bell asked Lauren Pilkington for a 30-minute check-in. Lauren agreed to Thursday afternoon and said a consultant wants a client's open roles and complaints on one page. Mostly scheduling.
19 Nov 2024 Finding a time to talk about the renewalDaniel Okafor followed up a call with Finance Director Philip Annear and asked for half an hour to cover usage and the renewal, as the term runs to 27 Dec 2024. No customer response in the thread.
22 Nov 2024 Getting time to talk through termsTom Ashdown asked Simon Ashworth, Chief Operating Officer, for time on the terms. Simon replied tersely with a Friday slot at 09:30 and wants a breakdown the day before showing who is using it and the monthly cost.
19 Nov 2024 Invoice INV-016-0003 for Brannock Medical SuppliesBilling thread: Rachel Dunmore sent Paula Rennie invoice INV-016-0003 on 19 Nov 2024, £2,010 net and £2,412 gross, due 19 Dec 2024. She asked for a PO number. There is no customer response in the thread.
18 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Craig Paterson to an in-person customer roundtable in London on 26 Nov 2024. Purely an event invitation; no customer response in the thread.
16 Nov 2024 Invitation: BB-Demo webinar for customersLogistical invitation from Sofia Marchetti to a customer webinar on 21 Nov 2024. There is no customer response in the thread. Sofia notes that usage has been growing steadily.
15 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Niamh Fogarty to an in-person Revenue leaders roundtable in London on 26 Nov 2024. Event invitation only; there is no customer response in the thread.
18 Nov 2024 Demo sessionTom Ashdown asked Mei Xin Lim for a demo on her data. She chose Friday afternoon and Tom confirmed. The thread is scheduling only.
14 Nov 2024 Roundtable inviteMarketing invitation: Sofia Marchetti invited Rona Baxter to an in-person roundtable in London on Tuesday 26 Nov 2024, 10:00 to 12:30. There is no customer response in the thread.
14 Nov 2024 Webinar invitation from BB-DemoSofia Marchetti invited Lauren Pilkington and her consultants to an online webinar on 21 Nov 2024. Event invitation only. There is no customer response in the thread.
19 Nov 2024 Expansion order form for signaturePriya Raman sent Andrew Pickering the £2,010 Growth expansion order form on 14 Nov 2024. He replied on 19 Nov 2024 that finance was content and he would return the signed copy, asking for the countersigned version in writing.
15 Nov 2024 Growth order form for signatureTom Ashdown sent Mark Siddall a Growth order form to move Brackwell up from Starter, with a stated deal total of £44k. Mark trusts Liam's view and will pass it to his finance director. No signature is shown yet.
15 Nov 2024 Check-in before the contract end dateMarcus Bell offered Liam Doherty a usage check-in ahead of the 30 Nov 2024 contract end. Liam welcomed it, asked for a split of who asks questions by depot, and said Tom has already covered the renewal.
13 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Wes Jago to an in-person Revenue leaders roundtable in London on Tuesday 26 November 2024. Event invitation only, with no customer response in the thread.
18 Nov 2024 Great to meet: next stepsLogistical sales thread. Ida Mortensen, Head of Client Services at Skovdal Software, asks for demo times after the intro call, and the two sides settle on Wednesday at 14:00.
13 Nov 2024 Invitation: BB-Demo webinar on Thursday 21 November 2024Sofia Marchetti invited Leanne Moss, Operations Analyst, to a BB-Demo webinar on 21 Nov 2024. Purely an event invitation. There is no customer response in the thread.
18 Nov 2024 Scheduling the QBRDaniel Okafor and Callum Reid fixed an in-person quarterly review. Callum asked for something he can show the syndicates on what the brain does for them. Largely scheduling, with a clear value request.
12 Nov 2024 Invitation: BB-Demo webinar on Thursday 21 Nov 2024Sofia Marchetti invited Saskia Mendes to the 21 Nov 2024 webinar, noting rising usage on the Growth licence. Logistical invitation; no customer response in the thread.
11 Nov 2024 Invoice INV-182-0001, ImplementationRachel Dunmore sent Terence Pegg invoice INV-182-0001 for implementation: £12k net, £14k gross including VAT, due 11 Dec 2024. She asked for a PO number. There is no customer response in the thread.
11 Nov 2024 Invoice INV-089-0001Rachel Dunmore sent Trevor Mayhew invoice INV-089-0001, issued 11 Nov 2024, for £14k gross including VAT, due 11 Dec 2024. She asked about a PO number and invoice contact. This is a billing thread with no customer reply.
11 Nov 2024 Invitation: Revenue leaders roundtable in LondonSofia Marchetti invited Henrik Lorenz, Head of Procurement, to the in-person Revenue leaders roundtable in London on Tue 26 Nov 2024. A logistical invitation with no customer response in the thread.
11 Nov 2024 Notes from our check-in and next stepsDaniel Okafor sends written notes after the check-in: directors use the brain before client reviews and want complaints and invoices in one client view. No customer response in the thread.
19 Nov 2024 Your proposal and the next stepsBecky Lawton liked the Growth proposal at £52k and asked about time to use and a by-client view. She will take it to Simon, who wants to see the number and who is using it, and expects him to email Tom directly.
10 Nov 2024 Invitation: Revenue leaders roundtable, LondonSofia Marchetti invited Ryan Heslop to an in-person Revenue leaders roundtable in London on 26 Nov 2024. Event invitation only; there is no customer response in the thread.
10 Nov 2024 Webinar invitationLogistical event invitation from Sofia Marchetti to Sarah Hollis, Operations Director, for a webinar on 21 Nov 2024. There is no customer response in the thread.
9 Nov 2024 Revenue leaders roundtable, LondonOne-message event invitation from Sofia Marchetti to Jackie Revill for a London revenue operations roundtable on 26 Nov 2024. There is no customer response in the thread. Logistical and promotional only.
9 Nov 2024 Invitation: BB-Demo webinar later this monthSofia Marchetti invited Paul Rigby to a BB-Demo webinar on 21 Nov 2024 and said his usage has been growing. This is an invitation with no customer response in the thread.
11 Nov 2024 Let's discuss a proposalAfter the demo call, Priya Raman proposed running through a proposal. Rachael Dixon replied three days later and agreed to Monday at 15:00. Logistical scheduling thread.
8 Nov 2024 Invitation: Revenue leaders roundtable in LondonOn 8 Nov 2024 Sofia Marchetti invited Finance Director Valerie Okon to a revenue leaders roundtable in London on 26 Nov 2024. The thread has no customer response.
8 Nov 2024 Webinar on revenue operationsSofia Marchetti invited Anthony Garrow to a revenue operations webinar on 21 Nov 2024. This is a purely logistical invitation and the thread holds no customer response.
8 Nov 2024 Your BB-Demo renewal: next stepsDaniel Okafor opens the renewal with Hamish Crawford ahead of the 8 Feb 2025 term end. An open Growth proposal at £44k sits against the current Starter at £18k. No customer reply in the thread.
8 Nov 2024 Proposal walkthrough: finding a timeTom Ashdown sent the proposal and asked for a walkthrough. Aisha Bukhari will read the contract terms carefully and involve Leanne and the CFO's office, who must see the commercial position before anything is agreed.
8 Nov 2024 Invitation to our November webinarSofia Marchetti invited Annika Lund to the 21 Nov 2024 webinar on bringing customer service, e-commerce and store feedback into one view. Logistical invitation, no customer response in the thread.
7 Nov 2024 Roundtable invitationLogistical invitation from Sofia Marchetti to Melinda Ochoa for a London roundtable on 26 November 2024. There is no customer response in the thread.
7 Nov 2024 Join us at our webinar on Thursday 21 November 2024Sofia Marchetti invited Fiona Drummond to the 21 Nov 2024 webinar, noting more of her team using the brain. Logistical invitation, no customer response in the thread.
7 Nov 2024 Invitation: revenue leaders roundtable in LondonSofia Marchetti invited Lauren Pilkington to an in-person revenue leaders roundtable in London on 26 Nov 2024. Event invitation only. There is no customer response in the thread.
7 Nov 2024 Quarterly review: finding a timeDaniel Okafor proposed a quarterly review and noted more account managers are asking the brain questions. Philip Annear accepted Tuesday at 10:00 and asked for the renewal paperwork in good time before 27 Dec 2024.
7 Nov 2024 Finding a time to talk through the next stagePriya Raman asked Andrew Pickering for a call about the next stage and a possible extension. He agreed to talk later in the week but wants anything discussed set out in writing before he commits.
6 Nov 2024 BB-Demo webinarLogistical event invite: Sofia Marchetti asked Nina Barden, Database Manager, whether she would join a 21 Nov 2024 webinar on connecting data across key systems. There is no customer response in the thread.
6 Nov 2024 Order form for Whitlingham WealthPriya Raman sent Hugo Bacon the order form for the Growth tier subscription and implementation. Hugo replied the same afternoon that a signed copy was coming. The signed copy itself is not in the thread.
6 Nov 2024 Payment reminder: invoice issued 23 Aug 2024On 6 Nov 2024 Rachel Dunmore sent Debbie Rowntree a third reminder for the invoice issued 23 Aug 2024, due 22 Sep 2024 and still unpaid. The thread has no customer response.
12 Nov 2024 Order form for signaturePriya Raman sent Nigel Ferris the £52k Growth order form. Nigel apologised that the 8 Nov 2024 date had slipped and asked for a call to explain the bottom line. Priya replied on 12 Nov 2024 offering a ten-minute call.
6 Nov 2024 Finding a time for our check-inScheduling thread. Saskia Mendes accepts a Friday 11:00 check-in with Daniel Okafor and says she will bring directors who want complaint and invoice history in one place.
5 Nov 2024 Invitation: revenue leaders roundtable in LondonSofia Marchetti personally invited Kristin Lindahl to an in-person London revenue leaders roundtable on 26 Nov 2024. Logistical event invitation with no customer response in the thread.
5 Nov 2024 Invitation to our revenue leaders roundtableSofia Marchetti invited Finance Director Steven Holroyd to a London roundtable on Tue 26 Nov 2024. It is an invitation only, with no customer response in the thread.
5 Nov 2024 Revenue leaders roundtable in LondonSofia Marchetti invited Scott Galbraith to a revenue leaders roundtable in London on 26 Nov 2024. Event invitation only, and there is no customer response in the thread.
5 Nov 2024 Invitation: BB-Demo webinar on 21 Nov 2024Marketing invitation from Sofia Marchetti to Femi Olatunji for the BB-Demo webinar on 21 Nov 2024. There is no customer response in the thread. No commercial content.
5 Nov 2024 Webinar invitation: Thursday 21 Nov 2024Sofia Marchetti invited Neil Ashworth, Regional Branch Director, North, to a BB-Demo webinar on Thu 21 Nov 2024 about seeing a trade account's orders, disputes, calls and invoices together. No customer response in the thread.
8 Nov 2024 Getting your team's training session bookedHelen Marsden confirmed Thursday afternoon next week for the team training and asked to use the arrears section as the example. She also asked for the source of each joined field beforehand and said early feedback had been good.
5 Nov 2024 Follow-up from our QBR callAfter the QBR call Marcus Bell reported rising usage and no open issues. Rob Ellery said the team is too busy for a full session until the new year and asked to start with a couple of senior consultants.
5 Nov 2024 Finding a time to go through the proposalTom Ashdown asked for half an hour to go through the proposal. Becky Lawton agreed Thursday at 10:00, asked for it beforehand, and again asked to see it by client. Simon is hard to pin down.
3 Nov 2024 Invitation: revenue leaders roundtable in LondonSofia Marchetti invited Wouter Kok, Financial Controller at Brakkevoort Logistics, to an in-person London roundtable on 26 Nov 2024. Event invitation only, with no customer response in the thread.
1 Nov 2024 Revenue leaders roundtable, 26 November 2024Sofia Marchetti invited Felicity Gurney to an informal London roundtable on Tue 26 Nov 2024. This is a relationship invitation with no pitch. There is no customer response in the thread.
7 Nov 2024 Following up on yesterday's demoTom Ashdown followed up the demo and restated a £54k Growth deal including implementation. Leanne Armstrong named turnaround by trust, split by MRI and CT, as the week-one priority and asked about all twelve sites.
31 Oct 2024 Setting up a check-inOn 31 Oct 2024 Marcus Bell asked Craig Ashwell for a half-hour check-in on the Growth subscription. The thread has no customer response. Marcus notes that a small group does most of the asking.
7 Nov 2024 Brimscombe proposal: follow-up and questionsGraham Tovey, Chief Customer Officer, says the direction is right but asks how complaint handling would stand up to Ofgem and how long the security review will take. Tom Ashdown promises a note and a security outline.
1 Nov 2024 Following up on the demoAfter the demo, Tom Ashdown recapped a Growth tier proposal of £52k including implementation, aiming for an order form by 13 Dec 2024. Leanne Moss asked about source-system changes, what the total covers and a first-weeks plan.
30 Oct 2024 Invitation: BB-Demo webinar, Thursday 21 November 2024Sofia Marchetti invited Richard Thorne to the BB-Demo webinar on Thursday 21 November 2024, noting rising use at Fenmoor. No customer response in the thread; mostly an engagement touchpoint.
29 Oct 2024 Invitation: BB-Demo webinar on Thursday 21 November 2024Sofia Marchetti invited Hayley Staniland, Head of Product Operations, to an online BB-Demo webinar on Thu 21 Nov 2024. Logistical invitation with no customer response in the thread.
30 Oct 2024 Following up on our call: Growth order form and next stepsPriya Raman recapped the £52k Growth deal and asked Nigel, Zoe and Trevor for input. Only Zoe Kendrick replied: claims systems first, and she left the commercial side to Nigel and Trevor.
28 Oct 2024 Scheduling our discovery sessionLogistical thread: Priya Raman asks Octavia Blake to fit a discovery session in next week, offering Tuesday or Wednesday. There is no customer response in the thread.
30 Oct 2024 Third reminder: invoice issued 12 Aug 2024After a third reminder from Nell Ashcombe, Debbie Rowntree replied that the £14k invoice is approved with no query but not yet in a payment run. She will confirm a date and look at the second open invoice.
28 Oct 2024 Invoice from BB-Demo for Dunholm PrecisionBilling thread: Nell Ashcombe sent Karen Midgley the first invoice under the order form Stuart signed, £14k gross, due 27 Nov 2024. There is no customer response in the thread.
28 Oct 2024 Second demo for the contract managersTom Ashdown offered a shorter second demo for the contract managers. Aisha Bukhari accepted, said they want to see turnaround figures themselves, and asked for a Wednesday morning invite sent to her.
28 Oct 2024 Proposal: BB-Demo StarterTom Ashdown sent the Starter proposal on 25 Oct 2024. Managing Director Asif Nuttall replied that it looks good and asked for the next step. Tom said an order form would follow. No price or terms are discussed in the thread.
30 Oct 2024 Growth proposal: next stepsAfter a call, Priya Raman pushed Whitlingham Wealth towards sign-off on the Growth proposal. Felicity Gurney said Hugo Bacon and Terence Pegg had questions on implementation and cost, to follow.
24 Oct 2024 Proposal walk-through: finding a timeMainly scheduling: Siân Pritchard picks a Tuesday 10:00 slot for the proposal walk-through and asks for the head of complaints and a collections colleague to join. Tom Ashdown agrees and asks about Graham.
28 Oct 2024 Dunholm Precision order form for signatureTom Ashdown sent Stuart Kenyon the Growth tier order form at a total of £52k including implementation. Stuart apologised for the delay and said he would sign that afternoon on 28 Oct 2024.
28 Oct 2024 Discovery call, Orme VallancePriya Raman proposed Enterprise at £140k, annual, with about twelve weeks including security review. COO Alexander Vallance wants the commercial framework first and agreed to a security review in the first week of November.
24 Oct 2024 Following up on the demoAfter the demo Priya sent a Growth proposal totalling £54k. Ryan and Leanne asked about system access, Snowflake hosting and time to a usable view. Aisha would not commit to the 8 Nov 2024 date.
23 Oct 2024 Demo: finding a timeBecky Lawton picked Wednesday 14:00 for the demo, with Leanne attending, and asked to see one client with bookings and tickets together. Tom Ashdown confirmed and will build the demo around a single client view.
23 Oct 2024 Training for the business intelligence teamCallie Brennan proposed training for the business intelligence team. Helen Marsden accepted Thursday afternoon and asked for the repairs and rent arrears sections as examples, with the source of the repairs total shown first.
21 Oct 2024 Call to talk through the termsPriya Raman asked Nigel Ferris for a short call on commercial terms. Nigel replied within the hour, asking for a ring the next morning before ten, and said he wants the bottom line and that clients come first.
22 Oct 2024 Renewal terms: finding time for a callTom Ashdown asks for a call on renewal terms before the contract ends on 30 Nov 2024. Liam Doherty agrees to Thursday morning, will bring in Mark, and wants depots added and renewal options for more teams.
18 Oct 2024 Repairs job mapping: sample extract and next stepsPaul Rigby sent a sample extract with the double-counted jobs highlighted and asked how BB-Demo will handle them. Callie Brennan said she will keep one row per job reference and not switch on the refresh until checked.
18 Oct 2024 Finding a time to talk about the renewalMarcus Bell opens the renewal conversation for the Starter subscription, which runs to 3 Jan 2025. Rob Ellery will give half an hour only, says the team is flat out, and wants Jenna Price on the call.
17 Oct 2024 Fairhallow Travel demo: finding a timeTom Ashdown asked Becky Lawton for a morning slot next week for a demo on a sample of Fairhallow Travel's own data. There is no customer response in the thread. Logistical.
18 Oct 2024 Next steps on the proposalAfter a call on 16 Oct 2024, Tom Ashdown said he would send a proposal. On 18 Oct 2024 Luke Oakes said he would review it and revert early the following week, and Tom proposed a walkthrough on Tuesday or Wednesday.
18 Oct 2024 Support follow-up on the connector issueBethan Lister picks up a report that the CRM connector is not bringing in the latest placement changes. Jenna Price's manual refresh ran without error, but numbers still look old, and she asks to keep it simple.
17 Oct 2024 After the demo: next steps and the proposalSiân Pritchard wants complaint answers traced to source, a rule for conflicting systems and a measurement plan before she takes the £145k Enterprise proposal to her budget signatory.
15 Oct 2024 Notes from our check-inDaniel Okafor's notes from a 15 Oct 2024 check-in with Imogen Hartley: the brain serves trustee preparation, usage is steady, 40 licensed users with fewer active. No customer reply in the thread.
14 Oct 2024 Second reminder: outstanding invoiceNell Ashcombe wrote personally to Debbie Rowntree about the invoice issued 23 Aug 2024, £12k in total, due 22 Sep 2024 and shown as unpaid. No customer response in the thread.
15 Oct 2024 Onboarding session for the repairs sourceCallie Brennan asked Paul Rigby for access details and a field list to book the repairs onboarding session. Paul agreed Thursday and flagged that the repairs table has been double-counting jobs since the housing system upgrade.
16 Oct 2024 Booking the demo on your own dataPriya Raman asked Aisha Bukhari for demo windows. Aisha set a condition: summary or anonymised extracts only, no patient detail. Priya agreed to aggregated figures and a Thursday afternoon invite with two colleagues.
11 Oct 2024 Invitation to our online webinar for Delancey Haig usersSofia Marchetti personally invited Jess Ferrand to the online BB-Demo webinar on Thursday 17 October 2024, citing her heavy use and asking for product feedback. There is no customer response in the thread.
11 Oct 2024 Onboarding kickoff, schedulingLogistical 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.
10 Oct 2024 Getting a time in for the demo on your dataTom Ashdown asked Siân Pritchard on 10 Oct 2024 for three or four example customers and a slot early the following week for a demo on her own data. This is scheduling only, with no customer response in the thread.
10 Oct 2024 Finding a time for a check-inDaniel Okafor asked for a check-in and Imogen Hartley agreed. She said her real question is how to get more relationship managers asking the brain themselves, and suggested Thursday morning next week with Craig for the first part.
9 Oct 2024 Let's schedule a demoPriya Raman asked Rachael Dixon for a demo on Tarnbeck's own data. Rachael agreed and proposed Thursday at 10:00. Logistical scheduling thread.
9 Oct 2024 Invitation: BB-Demo webinar on Thursday 17 October 2024Sofia Marchetti invited Ian Prendergast to the webinar on Thursday 17 October 2024, pitched at the finance angle: running cost, board explanation and worth. There is no customer response in the thread.
9 Oct 2024 INV-094-0002: Payment overdueNell Ashcombe chased Tracey Bainbridge on 9 Oct 2024 for INV-094-0002, £22k including VAT, which fell due on 18 Sep 2024. There is no customer response in the thread.
9 Oct 2024 Webinar invitationLogistical event invitation from Sofia Marchetti to Sam Yates, Financial Controller, for a customer webinar on 17 Oct 2024. There is no customer response in the thread.
11 Oct 2024 Walking through the Growth proposalMostly logistical: Tom Ashdown offers a walkthrough of the Growth proposal and Liam Doherty accepts Thursday at 10:00, bringing two depot managers and asking for the proposal the day before.
15 Oct 2024 Your support requestCraig Ashwell reported that the latest variation is missing from the client view. Bethan Lister reproduced the gap and passed it to engineers without a fix date. Craig warned his team will return to spreadsheets.
8 Oct 2024 Invitation: BB-Demo webinar on Thursday 17 October 2024Sofia Marchetti invited Rajesh Mistry to an online BB-Demo webinar on Thursday 17 October 2024 for supply chain and commercial leaders. No customer response in the thread.
10 Oct 2024 Finding time for the renewal conversationLogistical thread: Daniel Okafor offered three slots and Philip Annear accepted Wednesday at 14:00 by video. He asked for the usage summary the day before.
8 Oct 2024 More users and the depotsSales thread: Liam Doherty says usage has grown, the 15 licensed users are nearly used up, and he wants the depots on one view. He asks for the next step up and its cost before the term ends on 30 Nov 2024.
10 Oct 2024 Catching up: time for a check-in?Callum Reid accepts a half-hour video check-in with Daniel Okafor. He wants more underwriters asking the brain directly and a plan for the next capacity-provider review, and will bring a senior colleague.
9 Oct 2024 Training sessions for your teamCallie Brennan is trying to book training because few of the 40 licensed users have logged in. Jamal Edwards agrees to two groups but needs Craig's view on names. By 9 Oct 2024 Callie still had no list.
4 Oct 2024 Your Hollins Tarrant renewalMarcus Bell gave notice that the Starter subscription renews on 3 Jan 2025 at £20k with fifteen users, unchanged. Rob Ellery does not reply in the thread.
3 Oct 2024 Invitation: BB-Demo webinar on 17 Oct 2024Sofia Marchetti invited Owain Jenkins, Head of IT, to a BB-Demo webinar on 17 Oct 2024 about running the brain in Snowflake. There is no customer response in the thread.
3 Oct 2024 Follow-up from our QBR callMarcus Bell summarises the QBR call with Liam Doherty. Depot use is rising on the Starter licence for fifteen users, and the term ends 30 Nov 2024. There is no customer response in the thread.
2 Oct 2024 Overdue invoice from 12 Aug 2024: second reminderNell Ashcombe sent Debbie Rowntree a second reminder on the invoice issued 12 Aug 2024, due 11 Sep 2024, £14k gross. It is a billing chase with no customer response in the thread.
3 Oct 2024 Follow-up from the demo and the Snowflake questionsAfter the demo, Nikhil Rao sent five short questions on roles, production writes, load timing, schema changes and audit documentation. He will grant nothing by email. Hannah Lowe is to answer in writing.
2 Oct 2024 Recap and next steps after today's callCallie Brennan recaps that repairs and complaints are connected and repairs mapping is clean. Rent arrears access and the first-invitation list are still owed by Paul Rigby. No customer reply in the thread.
4 Oct 2024 Let's schedule the proposal callLogistical thread. Priya Raman asked on 1 Oct 2024 for a proposal call with Felicity, Hugo and Terence. Felicity chose Wednesday afternoon, and on 4 Oct 2024 Priya fixed it for 14:00.
1 Oct 2024 BB-Demo webinar, OctoberSofia Marchetti invited Brianna Ocampo to an online BB-Demo webinar on staffing data on 17 Oct 2024. Single outbound message; there is no customer response in the thread. Logistical marketing outreach only.
30 Sep 2024 Invoice issued 23 Aug 2024: payment reminderNell Ashcombe reminds Debbie Rowntree that the invoice of 23 Aug 2024, £12k gross for the first Growth subscription period, was due 22 Sep 2024 and is unpaid. There is no customer response in the thread.
30 Sep 2024 Invitation: BB-Demo stand at the data leaders conference in AmsterdamSofia Marchetti invited Nadia Bashir, Grisedale's admin, to the BB-Demo stand at a data leaders conference in Amsterdam on 9 Oct 2024. Event invitation only. There is no customer response in the thread.
2 Oct 2024 Check-in notesMarcus Bell's check-in notes report rising use, no open tickets and a plan to show open roles and complaints together. Lauren Pilkington agreed and asked whether complaints can appear without her adding them.
1 Oct 2024 Getting a discovery call in the diaryTom Ashdown asked Becky Lawton for a discovery call. Becky declined Thursday 10:00, proposed Friday 11:00 with Leanne from operations, and said her team needs something before the next round of reviews.
29 Sep 2024 Invitation: BB-Demo webinar for key-account teamsSofia Marchetti invited Lee Garside to an online BB-Demo webinar on 17 Oct 2024 about asking better questions of the data. Invitation only; no customer response in the thread.
29 Sep 2024 Invitation: Data leaders conference, AmsterdamSofia Marchetti invited Andrew Pickering to a data leaders conference in Amsterdam on 9 Oct 2024. Invitation only; no customer response in the thread.
28 Sep 2024 Webinar invitation for Thursday 17 October 2024Sofia Marchetti invited Iain Lumsden to the 17 Oct 2024 webinar and offered to chase a recent ticket. Logistical thread with no customer response.
28 Sep 2024 Invitation to our October webinarSofia Marchetti invited Neha Kapoor to the 17 Oct 2024 webinar, noting Rookhaven is weighing up Enterprise. Promotional only, with no customer response in the thread.
28 Sep 2024 Data leaders conference, Amsterdam, OctoberOne-way invitation from Sofia Marchetti to Rob Gledhill to meet at BB-Demo's stand at the Data Leaders Conference in Amsterdam on 9 Oct 2024. No customer response in the thread. Purely logistical.
30 Sep 2024 Onboarding schedule and access for the remaining connectorsCallie Brennan presses for credentials and a named contact. Sunil Kapoor names himself, confirms Thursday, and deliberately holds back wider user invites until the client list ties to the ledger.
30 Sep 2024 Follow-up: demo and next stepsAfter the demo, Priya Raman recapped the Growth proposal and asked for IT and claims input. Abi Coombes replied with questions on connector access, data location and who looks after the nightly refresh, and asked for Hannah Lowe to answer.
27 Sep 2024 Invitation: BB-Demo webinar on 17 Oct 2024Sofia Marchetti invited Lauren Pilkington to an online BB-Demo webinar on 17 Oct 2024. Logistical event invitation. There is no customer response in the thread.
2 Oct 2024 Your BB-Demo renewal: notice and next stepsDaniel Okafor gave notice of the Growth renewal at £48k. Philip Annear asked who uses the brain and what it saves before looking at the number. Daniel admitted usage is well short of fifty licences.
30 Sep 2024 Setting up a check-inSaskia Mendes agreed to a check-in with Daniel Okafor. She says some directors rave about the brain and others are not using it at all, and she wants the usage summary and no slide deck.
30 Sep 2024 Marsden Vale, implementation kickoffLogistical thread: Callie Brennan proposed a kickoff call for the Marsden Vale implementation and Charlotte Haigh confirmed Wednesday afternoon. No commercial or value signal.
27 Sep 2024 Outstanding invoice, INV-094-0001Nell Ashcombe warned of escalation on the unpaid £6,000 INV-094-0001. Tracey Bainbridge replied on 27 Sep 2024 that a query on their side was cleared and both invoices would be processed that day.
26 Sep 2024 Data leaders conference in AmsterdamEvent invitation. Sofia Marchetti invited Priti Haworth to the BB-Demo stand at the Data leaders conference in Amsterdam on 9 Oct 2024. There is no customer response in the thread.
26 Sep 2024 Webinar invitationLogistical invitation. Sofia Marchetti invited Elliot Allott to a customer webinar on 17 Oct 2024. There is no customer response in the thread.
30 Sep 2024 Scheduling the demoSiân Pritchard accepted a Thursday 10:00 demo on a slice of Brimscombe Energy's own data, with IT and one person per team. The Chief Customer Officer will not attend and she will brief him afterwards.
25 Sep 2024 Payment reminder: INV-094-0002Nell Ashcombe told Tracey Bainbridge that subscription invoice INV-094-0002 (£19k net), due 18 Sep 2024, had not been paid, and asked her to chase it. No customer response in this thread.
26 Sep 2024 Finding a time for a first conversationTom Ashdown proposed a discovery call with Aisha Bukhari, who replied that Wednesday afternoon suits and asked who would attend from BB-Demo. This is a scheduling thread, with early engagement.
27 Sep 2024 Scheduling your QBRLiam Doherty welcomes the usage story and books the QBR for a Tuesday 10:00 call. He wants depot account managers to join, because getting the depots onto the brain is the main thing he is asked.
24 Sep 2024 Scheduling our next check-inLogistical thread: Marcus Bell asked Lauren Pilkington for a short check-in to review usage that has crept up since the consultant session. There is no customer response in the thread.
24 Sep 2024 Invitation to our webinar on 17 Oct 2024Sofia Marchetti invited Diane Cropper and her finance team to an online BB-Demo webinar on 17 Oct 2024. Logistical invitation sent 24 Sep 2024; there is no customer response in the thread.
23 Sep 2024 Invoice INV-169-0002Logistical billing thread: Nell Ashcombe sent Brenda Oldroyd the first annual invoice INV-169-0002 for the Starter tier from 23 Sep 2024, due 23 Oct 2024. There is no customer response in the thread.
23 Sep 2024 Quarterly review follow-up and next stepsAfter the quarterly review, Finance Director Andrew Pickering asked who the account manager is and for the term end in writing. Marcus Bell confirmed Priya Raman as account owner and a term end of 30 Apr 2025.
25 Sep 2024 Connector access for onboardingPaul Rigby supplies written access for repairs and complaints. Rent arrears sits with the finance team and has not been answered. Callie Brennan starts the two sources and holds arrears until access arrives.
23 Sep 2024 Booking the mapping session for your repairs dataLogistical thread: Callie Brennan proposes a Thursday 10:00 mapping session and Paul Rigby agrees. He flags that repairs jobs have been counted twice since the housing system upgrade and that he is the only admin.
23 Sep 2024 Check-in notesDaniel Okafor's notes of a 23 Sep 2024 check-in with Callum Reid: the refresh holds and no tickets, but usage is steady rather than growing and concentrated in a few people. No customer reply in the thread.
20 Sep 2024 Onboarding: next steps after today's callCallie Brennan set out the onboarding steps after a call and raised low usage against 40 licences. Sunil Kapoor agreed the plan, will reconcile the client list before sending it, and suggested starting with credit control.
23 Sep 2024 Demo: finding a timeProspect thread: Zoe Kendrick replied to Priya Raman's demo request, asked to bring the claims team and IT, and preferred Thursday or Friday afternoon. Logistical, with positive intent.
20 Sep 2024 Check-in call: finding a timeMarcus Bell asked for a check-in focused on how many of the 25 licensed users log in regularly. Harjit Bains agreed, asked for a later-week slot and for the usage numbers beforehand for the trustees.
18 Sep 2024 Our invoice from AugustNell Ashcombe writes to Debbie Rowntree about the first invoice, issued 12 Aug 2024 for £14k and due 11 Sep 2024, still unpaid. There is no customer response in the thread.
19 Sep 2024 Booking the next onboarding sessionCallie Brennan asks Sunil Kapoor for onboarding slots. Sunil holds back the 40 licensed users until the client list ties to the ledger, and finance access is still pending from IT.
17 Sep 2024 Finding a time to talk through termsLogistical thread: Tom Ashdown asks Stuart Kenyon for a half-hour call on commercial terms. Stuart offers Thursday after 14:00, alone, and asks for the terms BB-Demo would want signed, not a first draft.
18 Sep 2024 Finding a time for our check-inCallum Reid accepts a 40-minute check-in with Daniel Okafor on Thursday at 09:30. He wants to know what can be shown to capacity providers without manual rework, and why some underwriters have not adopted the brain.
14 Sep 2024 Come and see us at the Data leaders conference in AmsterdamSofia Marchetti invited Tariq Hussain, Account Manager, to the BB-Demo stand at the Data leaders conference in Amsterdam on Wed 9 Oct 2024. Logistical invitation; there is no customer response in the thread.
13 Sep 2024 Onboarding session with Paul: a timeLogistical thread: Callie Brennan asks Paul Rigby for a working session on the repairs source. Paul accepts Monday at 11:00 and will send examples of double-counted jobs beforehand.
12 Sep 2024 Payment reminder: INV-094-0001Nell Ashcombe reminded Tracey Bainbridge that INV-094-0001 for £6,000 was due on 5 Sep 2024 and unpaid, and asked for the status. No customer response in this thread.
12 Sep 2024 Invitation to a BB-Demo webinarNell Ashcombe invited Graeme Charlton to a BB-Demo webinar on Thursday 19 September 2024, showing referrals, tickets and invoices read together. No customer response in the thread.
13 Sep 2024 Training session for the technology teamJess Ferrand, already a daily user, agreed with Callie Brennan a short Thursday 14:00 hands-on session on live client reviews. Some of her team have not logged in yet.
12 Sep 2024 Booking your QBRMarcus Bell asked Helen Varley to book a QBR, citing rising weekly use. Helen agreed, asked for the questions to be shown by trust, and said she would confirm a slot. Logistical thread, positive tone.
11 Sep 2024 Onboarding session: new timeCallie Brennan proposed a field-mapping session before the first refresh. Sunil Kapoor chose Friday at 15:00 and asked whether client totals will be checked against finance before anyone outside his team sees them.
11 Sep 2024 Kickoff recap and what happens nextCallie Brennan recaps the kickoff for Helen Marsden and Paul Rigby: Growth subscription, first sources and what BB-Demo needs from the customer. No customer reply in the thread. Logistical onboarding note.
10 Sep 2024 Invoice INV-169-0001Logistical billing thread: Nell Ashcombe sent Brenda Oldroyd the implementation invoice INV-169-0001 for the four-week setup phase, due 10 Oct 2024. There is no customer response in the thread.
10 Sep 2024 Onboarding session: confirming tomorrow's slotCallie Brennan confirmed the morning onboarding session agenda. Ffion Rees replied after the session that IT confirmed ticket source access and she would review the mapping notes. Logistical thread.
9 Sep 2024 Webinar for property and lettings teamsOne-message invitation from Nell Ashcombe to Robert Vane for a 19 Sep 2024 webinar on how lettings businesses use the brain. There is no customer response in the thread. Promotional only.
9 Sep 2024 Onboarding session: finding a timeCallie Brennan asked Ffion Rees for a time to review connectors and field mapping. Ffion offered the next morning and said she would check ticket source access with IT. Mainly logistical.
6 Sep 2024 Invitation: BB-Demo webinar on Thursday 19 September 2024Nell Ashcombe invites Ailsa Dunlop to a webinar on Thursday 19 September 2024 and says fewer people at Kelvinhaugh are using the brain. She asks what would make managers reach for it. No customer reply in the thread.
11 Sep 2024 Order form ready for youTom Ashdown sent the order form on 5 Sep 2024. Jonathan Marsden replied on 10 Sep 2024 that Marsden Vale was happy to move forward and would sign by end of next day. The thread does not show the signed copy.
5 Sep 2024 Notes from our check-inDaniel Okafor's 5 Sep 2024 recap: usage is lower than in the spring and only a few managers open the brain regularly. Agreed actions precede a renewal review in February. No customer reply in the thread.
4 Sep 2024 Invitation: BB-Demo webinar on 19 Sep 2024Nell Ashcombe invited Ffion Rees to a BB-Demo webinar on 19 Sep 2024 about day-to-day use of the brain. Logistical invitation only; there is no customer response in the thread.
4 Sep 2024 Support follow-up on your ticketHolly Tranter confirmed on 4 Sep 2024 that the search problem affecting client-account directors is fixed and told Bethan Lister to close the ticket. Two directors she asked were also happy.
4 Sep 2024 Kickoff call: finding a time this weekCallie Brennan asked for a kickoff time. Helen Marsden chose Friday at 14:00, will bring Paul Rigby, and warned that repairs figures still do not reconcile to the housing management system. Access sign-off needs her IT team.
4 Sep 2024 Booking our next Brackwell check-inMarcus Bell asks Liam Doherty to book a half-hour check-in covering the first depot session, usage numbers and the term ending 30 Nov 2024. There is no customer response in the thread.
3 Sep 2024 Invitation: BB-Demo webinarNell Ashcombe invited Owain Jenkins to a BB-Demo webinar on Thursday 19 Sep 2024 covering how the brain runs in the customer's Snowflake account and access control. No customer response in the thread.
9 Sep 2024 Check-in follow-up and next stepsMarcus Bell reported steady usage but few of 15 licensed users logging in regularly, and proposed a short consultant session. Managing Director Stuart Haworth asked what it gives and costs in time.
5 Sep 2024 Next steps, working sessionPriya Raman proposed a working session on the customer's own systems on 2 Sep 2024. Managing Director Hugo Bacon replied on 5 Sep 2024 that it sounds interesting and delegated scheduling to Felicity Gurney.
2 Sep 2024 Kickoff follow-up and next stepsCallie Brennan summarised the kickoff: one view of each client, Sunil Kapoor as admin, Craig Ashwell as sponsor, 40 users starting small. Sunil confirmed, flagged a second approval for the commercial system and duplicate clients.
2 Sep 2024 Following up on discoveryAfter the 2 Sep 2024 discovery, Tom Ashdown framed a new Enterprise opportunity at £145k and asked for connector priorities and an IT contact. Siân Pritchard agreed the aim, said money is for her Chief Customer Officer, and asked to agree proof first.
2 Sep 2024 Subscription invoice for the Growth tierNell Ashcombe issued the first-year Growth invoice on 2 Sep 2024: £44k net, £8,800 VAT, £53k gross, due 2 Oct 2024. She asked Helen Marsden to bring more of her team in. No customer response in the thread.
2 Sep 2024 Invitation: BB-Demo webinar on 19 Sep 2024Nell Ashcombe invited Callum Reid to the 19 Sep 2024 Growth webinar, citing a usage dip over the last quarter and asking what happened. No customer response in the thread.
4 Sep 2024 Finding time for a catch-upDaniel Okafor flagged fewer people using the brain than in the spring. Fiona Drummond attributed it to holidays and a busy stretch, said no one has gone off it, and offered a Thursday afternoon call.
30 Aug 2024 Renewal coming upMarcus Bell proposed a renewal call for the Starter subscription due 22 Nov 2024. Ronald Hetherington deferred it and asked for the fee and terms; Marcus quoted £20k on the same terms.
29 Aug 2024 Booking the next onboarding sessionCallie Brennan asked Sunil Kapoor for a working session and read-only access. Sunil chose Thursday at 10:00, is reconciling client spellings, and would rather move the session than start on part of the picture.
28 Aug 2024 Invitation: BB-Demo webinarNell Ashcombe invited Helen Varley to an online webinar on 19 Sep 2024 and asked for her view on what is useful. There is no customer response in the thread.
2 Sep 2024 Notes from our check-inLiam Doherty confirmed Marcus Bell's notes, named Trafford Park as the first depot and was not worried about slightly lower usage. He wants to talk renewal only once the depots are going, with something to show first.
27 Aug 2024 Discovery call, Whitlingham WealthLogistical thread. On 27 Aug 2024 Priya Raman asked Felicity Gurney for an hour of discovery. Felicity replied the same day that Tuesday or Wednesday of the following week would suit her.
30 Aug 2024 Proposal for Marsden Vale RecruitmentTom Ashdown sent a Starter proposal on 27 Aug 2024. Charlotte Haigh asked to understand the implementation timeline before moving forward, and Jonathan Marsden accepted a call with Owen Tallis on Friday morning.
27 Aug 2024 Invoice INV-093-0003 payment outstandingNell Ashcombe chased Sue Ditchfield about INV-093-0003, due 10 Jul 2024 and still unpaid two months on. The thread holds no customer response.
3 Sep 2024 Proposal for Dunholm Precision: follow-up after our callTom Ashdown sent the Growth tier proposal at £52k including implementation. Managing Director Stuart Kenyon asked what it saves. Tom promised a value case built from Ruth's team's input.
25 Aug 2024 Invitation to our webinar on Thursday 19 September 2024Nell Ashcombe invited Marloes de Vries to the BB-Demo webinar on Thursday 19 September 2024, linking it to Veenendrecht Payments' interest in merchant success and merchant risk. No customer response in the thread.
25 Aug 2024 Invitation: BB-Demo webinar on Thursday 19 Sep 2024Nell Ashcombe invited Graham Tovey to a BB-Demo webinar on Thursday 19 Sep 2024, in a note dated 25 Aug 2024. It is an invitation, not a sales pitch. There is no customer response in the thread.
23 Aug 2024 Invoice for your first subscription periodNell Ashcombe sent Debbie Rowntree the invoice for the first Growth subscription period, separate from the implementation invoice. There is no customer response in the thread.
23 Aug 2024 Your BB-Demo renewal, 23 November 2024Daniel Okafor wrote to Derek Imrie on 23 Aug 2024 about the Starter renewal due 23 Nov 2024 and proposed a conversation. There is no customer response in the thread.
23 Aug 2024 Training session for the underwriting teamCallie Brennan invited Kofi Mensah to help shape a practical training session and asked him to pass it on, noting the licence covers the whole team. There is no customer response in the thread.
22 Aug 2024 Terms callLogistical thread: Tom Ashdown asked Jonathan Marsden for a call on the commercial side on 22 Aug 2024. Jonathan replied the same day that Thursday afternoon suits and asked for a time.
30 Aug 2024 Discovery call: finding a timeA scheduling thread: Tom Ashdown and Siân Pritchard agreed a Thursday 10:00 discovery call. Siân asked for collections and complaints colleagues to join and for a short agenda, and wants to measure what matters before benefits are claimed.
23 Aug 2024 Onboarding sessions: scheduling the next stepsCallie Brennan proposes a four-step plan to a clean first refresh. Holly Tranter can supply CRM credentials but is waiting on finance for accounting, and has not named a second admin.
23 Aug 2024 Kickoff schedulingCallie Brennan asked for a kickoff slot and written system access. Craig Ashwell chose Tuesday morning, will attend with two colleagues, and asked that variations be visible from the first refresh.
27 Aug 2024 Check-in on the brain – finding a slotMarcus Bell asked for a check-in and Liam Doherty agreed to Tuesday morning. Liam says it still feels like a handful of people and wants depot managers using it day to day. The earlier ticket is resolved.
20 Aug 2024 Scheduling: implementation kickoffLogistical thread: Callie Brennan asked Darren Blakey for a systems list and admin contacts, and Darren agreed to a Friday 10am kickoff. Customer responded promptly and positively.
19 Aug 2024 Invoice: SubscriptionNell Ashcombe sent Tracey Bainbridge subscription invoice INV-094-0002 for £19k net, due 18 Sep 2024, and noted the implementation kickoff is booked for the following week. Billing thread only, no customer response.
19 Aug 2024 Your first invoice from BB-DemoNell Ashcombe told Helen Marsden that the first invoice was issued on 19 Aug 2024: £12k net, £2,400 VAT, £14k gross, due 18 Sep 2024. Billing note only; there is no customer response in the thread.
16 Aug 2024 Invoice for the renewal termNell Ashcombe told Paula Mortimer that the Starter invoice was issued on 16 Aug 2024: net £23k, VAT £4,600, gross £28k, due 15 Sep 2024. No customer response in the thread.
22 Aug 2024 Connector sync issueCalum Sneddon reported the Salesforce connector stopped syncing. After a credential refresh he got a 'permission denied' error. Bethan Lister suspects the API user lost a role and asked for the Salesforce admin to check.
15 Aug 2024 Onboarding: plan for the first refresh and admin handoverCallie Brennan sets out a day-by-day plan to the first overnight refresh and an admin handover. The mapping is in good shape. There is no customer response in the thread.
15 Aug 2024 Invoice INV-015-0001: outstandingNell Ashcombe chased the £6,000 plus VAT implementation invoice a third time. Bryony Gilchrist apologised, said a query on the invoice description was resolved and promised payment the next day.
15 Aug 2024 Calderbrook order form for signatureTom Ashdown sent the Growth order form at £56k. Helen Marsden is happy in principle but wants the subscription and implementation split shown, written confirmation that the housing management system is in scope, and warns the 16 Aug 2024 date is tight.
12 Aug 2024 Our invoice for the Growth implementationNell Ashcombe emailed Debbie Rowntree the first invoice, issued 12 Aug 2024, for the Growth implementation: £12k net, £14k gross, due 11 Sep 2024. There is no customer response in the thread.
14 Aug 2024 Catching up on how the brain is landing with your teamMarcus Bell asked Helen Varley for a check-in after usage among key-account managers rose. Helen agreed and set three questions: delivery queries, which trusts are asked about, and what is driving the usage jump.
13 Aug 2024 Renewal order form for signatureTom Ashdown sent the Starter renewal order form at £23k for twelve months with 25 users. Elaine Turvey would not sign without Marcus's usage note; Tom chased on 13 Aug 2024 with no reply in the thread.
9 Aug 2024 Onboarding: field mapping session and next stepsCRM access has arrived and Callie Brennan has run the first load. Holly Tranter agreed a Thursday session with an account director. Accounting access is still with finance, so invoice fields may follow later.
7 Aug 2024 Moving the onboarding callCallie Brennan asked to move the onboarding call to the next day because something came up. Ffion Rees agreed and will send the category export that afternoon. Purely logistical.
7 Aug 2024 Order form for your signaturePriya Raman sent the Growth order form. Valerie Okon asked whether £52k is the full first-period amount and for payment terms in the document itself. She will not sign before the board meets.
7 Aug 2024 Invoice INV-015-0002 paymentNell Ashcombe chased Bryony Gilchrist for subscription invoice INV-015-0002, £20k plus VAT, due 31 Jul 2024 and unpaid. No customer response in this thread.
6 Aug 2024 Invoice: ImplementationBilling thread: Nell Ashcombe sent Tracey Bainbridge, Credit Controller, invoice INV-094-0001 for the implementation phase, £6,000 plus VAT, due 5 Sep 2024. There is no customer response in the thread.
9 Aug 2024 Growth proposal: where we've got toHelen Marsden answered Tom Ashdown's check on the £56k Growth proposal with three open points: named connectors, a reconciliation acceptance check and terms for adding a team. She will not commit to 16 Aug 2024 until all three are in writing.
6 Aug 2024 Following up on our quarterly reviewDaniel Okafor followed up the quarterly review. He reported a small summer dip in usage, noted headroom on the forty Growth licences and asked Craig Paterson for the admin console status on the nightly refresh. No customer response in the thread.
8 Aug 2024 Onboarding: first refresh check and underwriter walkthroughCRM, helpdesk and claims data are loading and the submissions mapping works. The mailbox connector is held up by customer compliance, so Callum Reid defers the underwriter walkthrough until bordereaux query emails are in.
5 Aug 2024 Proposal, Kersey Mill FoodsTom Ashdown sent a Growth proposal at £56k for the first year. Commercial Director Peter Mayes asked about payment flexibility; Tom confirmed standard 30-day terms and pushed for signature by early September.
7 Aug 2024 Check-in call this monthMarcus Bell offered a check-in call after several tickets and steady usage. Jenna Price replied two days later that the tickets are sorted and asked to park the call until the team is less stretched.
2 Aug 2024 Onboarding session timesCallie Brennan asked Ffion Rees for session times and a ticket categories export to check field mapping. Ffion offered Tuesday or Wednesday morning and will mark which categories are live. Logistical.
2 Aug 2024 Order form, ready for signatureTom Ashdown sent the order form with the agreed terms, invoicing in advance. Pauline Metcalfe replied that it looked good and that she would sign and return it the next day. The thread does not show the signed copy.
31 Jul 2024 Proposal meeting, Kersey Mill FoodsLogistical chase. On 31 Jul 2024 Tom Ashdown asked Gillian Woolnough whether early morning or afternoon suited the proposal call the following week. There is no customer response in the thread.
1 Aug 2024 Invoice INV-093-0003 paymentNell Ashcombe chased invoice INV-093-0003 again on 31 Jul 2024, three weeks overdue. Sue Ditchfield replied on 1 Aug 2024 that payment had cleared that morning and apologised for the delay.
31 Jul 2024 Invoice INV-015-0001 paymentNell Ashcombe chased Bryony Gilchrist for the £6,000 plus VAT implementation fee, due 24 Jul 2024 and unpaid. No customer response in this thread.
30 Jul 2024 Onboarding: getting the next sessions in the diaryHolly Tranter says CRM and accounting access is held up by IT and finance, and that hardly anyone has logged in. She wants to avoid promising dates she cannot keep. The complaints source is a mailbox and a spreadsheet.
1 Aug 2024 Onboarding sessions: getting the rest of your team onCallum Reid answered Callie Brennan's onboarding plan on 1 Aug 2024: access and second admin in hand, sessions agreed for mornings, and he asked by when the bordereaux view will be live at 07:00 each day.
29 Jul 2024 Kickoff scheduling for the Growth onboardingCallie Brennan asked Cerys Llewellyn for kickoff slots, a credentials owner and first systems. Cerys replied the same day with availability, Ffion as admin and the helpdesk and CRM first. Mostly logistical.
29 Jul 2024 Payment reminder for the earlier invoiceOn 29 Jul 2024 Nell Ashcombe asked Desmond Oyelaran about the invoice issued 20 Jun 2024, due 20 Jul 2024 and shown as unpaid: £12k net, £14k gross. There is no customer response in the thread.
29 Jul 2024 Check-in callLauren Pilkington confirmed a Thursday 10:00 check-in with Marcus Bell, said tickets are fine and consultants are using the brain more. She asked to see client complaints next to open roles.
26 Jul 2024 Onboarding: still need access before we can go furtherCallie Brennan wrote to Holly Tranter on 26 Jul 2024 that she is concerned about the pace: CRM mapping is done but there is no written accounting access, so the refresh is off and the brain is quiet. No customer response in the thread.
29 Jul 2024 Finding a time to go through the termsLogistical thread: Helen Marsden accepts a Wednesday afternoon session on terms and the arrears walkthrough, and will bring a finance colleague and the housing system extracts owner. She asks for an agenda.
25 Jul 2024 Subscription invoice for Penmaen SoftwareNell Ashcombe sent Dylan Price the annual Growth subscription invoice, £40k net and £48k gross, due 24 Aug 2024. Billing only. There is no customer response in the thread.
29 Jul 2024 Follow-up after the demoAfter the demo Tom Ashdown quoted a working Growth tier value of £52k and a 25 Oct 2024 target. Nathan Booth asked about data location, source systems and access. Tom promised Hannah's written answers.
25 Jul 2024 Invoice INV-012-0003Logistical billing thread. Nell Ashcombe sent invoice INV-012-0003 to Sam Yates, Financial Controller, at £23k gross for a year on Starter, due by 24 Aug 2024. There is no customer response in the thread.
23 Jul 2024 Renewal order formNell Ashcombe sent the renewal order form at £20k for another year on the Starter tier. Elliot Allott replied within the hour that he would sign it that day and return it the next day.
26 Jul 2024 Slow account view: following upSupport thread: Dean Hargreaves reports the account view is slow at the Warrington depot. It improved during the day but is still odd first thing. Bethan Lister is checking and keeping the ticket open.
29 Jul 2024 Growth proposal: next steps after our callAfter the call, Craig Ashwell named the CRM and accounting system first, with variations as his key case, and asked how fast connectors go live. Valerie Okon wants a one-page summary and cannot promise 9 Aug 2024.
24 Jul 2024 Calderbrook proposal after our callHelen Marsden says the approach is right but asks how a dashboard figure traces to its source record, and what her team must do in implementation. Tom Ashdown offers a live demo on arrears data and a delivery plan.
22 Jul 2024 Onboarding sessions for your teamCallum Reid accepted two onboarding sessions, an admin session on Thursday morning and an underwriter session on Friday afternoon. He wants his own submissions used and a wider rollout only after a week of stable use.
18 Jul 2024 Finding time to go through commercial termsPriya Raman asked Valerie Okon for half an hour on commercial terms. Valerie chose Wednesday at 09:30, asked for the proposal and payment terms beforehand, and said nothing can be agreed on the day.
18 Jul 2024 Booking the demoLogistical thread: Tom Ashdown booked a demo with Ruth Ackroyd. She backed using her own data, chose Thursday afternoon and pointed to Nathan in business systems for the extract. Tom held 14:00.
17 Jul 2024 Invoice INV-093-0003 overdueNell Ashcombe tells Finance Manager Sue Ditchfield that invoice INV-093-0003 for £20k, due on 10 Jul 2024, is overdue. There is no customer response in the thread.
16 Jul 2024 Demo next week?Logistical follow-up: on 16 Jul 2024 Tom Ashdown asked Charlotte Haigh to take a demo of the brain on her own data the following week. There is no customer response in the thread.
18 Jul 2024 Onboarding sessions: finding a time next weekHolly Tranter confirmed Thursday at 14:00 for the field mapping session but could not give a date for the CRM or accounting credentials, which sit with IT and finance. She wants to start with a few directors.
16 Jul 2024 Notes from the technical session and next stepsAfter the 16 Jul 2024 session Tom Ashdown restates the Growth deal at £56k and a 16 Aug 2024 signing target. Paul Rigby replies that matching re-raised jobs on the job ref alone will not work.
22 Jul 2024 Onboarding: getting the working sessions in the diaryLogistical onboarding thread under the Growth order form. Callum Reid agrees Thursday for the first session, says IT credentials may not arrive before Wednesday close, and asks when the 07:00 bordereaux view will land.
16 Jul 2024 Follow-up from our review callAfter the review call Marcus Bell summarised 25 Starter users and a contract ending 29 Aug 2024. Finance Director Elaine Turvey asked for a usage note for the board and said not to rush the renewal decision.
18 Jul 2024 Demo, Kersey Mill FoodsGillian Woolnough is interested and asked for a deeper walkthrough of how calls get indexed, which her ops team cared about most. Hannah Lowe is booked for Friday at 14:00, which Gillian confirmed.
16 Jul 2024 Getting the proposal walkthrough in the diaryLogistical thread: Tom Ashdown and Helen Marsden fix a Thursday morning walkthrough. Helen asks for Hannah Lowe to attend and for the proposal to list the source systems.
17 Jul 2024 Scheduling our next check-inMarcus Bell asked to book a check-in after the review. Liam Doherty replied that he wants depot managers asking the brain themselves and asked for delivery-exception examples. Thursday 10:30 was agreed.
12 Jul 2024 Invoice for Penmaen SoftwareNell Ashcombe sent Dylan Price the first invoice under the signed order form, issued 12 Jul 2024: net £12k, VAT £2,400, gross £14k, due 11 Aug 2024. There is no customer response in the thread.
10 Jul 2024 Onboarding session with HollyMostly scheduling: Callie Brennan asked Holly Tranter for a working session on connectors and field mapping. Holly chose Friday morning and said access details would come in two goes because one needs information security sign-off.
10 Jul 2024 Kickoff follow-up and next stepsBB-Demo's Callie Brennan wrote after the 10 Jul 2024 kickoff to confirm the Growth tier plan, Holly Tranter as day-to-day admin, and what each customer contact owes. There is no customer response in the thread.
12 Jul 2024 Following up on Wednesday's demoTom Ashdown recaps the demo and the £56k Growth deal; Paul Rigby sends the repairs report and says he is interested only if the brain counts a re-raised job once and shows the source of each figure.
17 Jul 2024 Kickoff follow-up and what happens nextCRM connector is live and the first refresh has landed, but the helpdesk connector waits on Fenmoor IT access and claims paid needs another look. Callum Reid again asked by when he gets his dashboards.
10 Jul 2024 Order form for signatureTom Ashdown sent the Growth order form at £52k including implementation. Huw Bevan said it matches what was agreed, will sign tomorrow after finance reviews payment terms, and asked that the invoice follow the signed copy.
9 Jul 2024 Setting up your review callMarcus Bell proposed a review call. Harjit Bains agreed, asked to speak before a trustee meeting, and wants evidence the team is getting answers quicker. Logistical thread; Thursday afternoon agreed.
11 Jul 2024 Re-arranging the second demo sessionHelen Marsden agreed a second demo session on complaints and repairs. She wants a note beforehand listing the fields shown and where each comes from. Friday afternoon or Monday morning offered. Scheduling thread.
10 Jul 2024 Onboarding session: finding a slot this weekLogistical onboarding thread. Callum Reid declines Thursday because of a binder renewal and takes Friday at 10:00, capped at ninety minutes. Callie Brennan flags that no connector starts without written access.
5 Jul 2024 Kickoff complete, next stepsCallie Brennan recapped the kickoff call: Salesforce, helpdesk and usage data connecting with a nightly refresh. She asked Jess Dobson for Salesforce credentials by end of day tomorrow. No customer reply in the thread.
3 Jul 2024 Invoice for your Growth subscriptionNell Ashcombe wrote to Desmond Oyelaran about the first annual Growth subscription invoice for 40 licensed users: net £42k, VAT £8,360, gross £50k, due 2 Aug 2024. No customer response in the thread.
8 Jul 2024 Kickoff scheduling for the Delancey Haig brainCallie Brennan asked Saskia Mendes to schedule the kickoff. Saskia proposed Thursday at 10:00, will bring a client-account director and someone from finance, and asked to start with the CRM and accounting system.
4 Jul 2024 Kickoff call schedulingCallum Reid agreed kickoff timing and named himself admin, but pressed for when the first dashboards will be live and asked whether bordereaux queries come in the first wave. Source access may slip.
3 Jul 2024 Growth proposal for Ashwell Mercer InteriorsPriya Raman sent the Growth proposal at £52k deal total. Valerie Okon asked for a separate payment schedule and the order form in good time, and would not commit to a date before the board has seen it.
2 Jul 2024 BB-Demo webinar: building dashboardsEvent invitation of 2 Jul 2024: Nell Ashcombe invited Padraig Flaherty to a BB-Demo webinar on 18 Jul 2024 about building dashboards without code. There is no customer response in the thread.
5 Jul 2024 Getting a demo in the diaryHelen Marsden accepted a Wednesday morning demo from 10:00 and will bring an IT colleague. Whether an extract can be sent is unconfirmed; she asked for a sample fallback with real structure. Mostly scheduling.
3 Jul 2024 Scheduling: commercial termsPurely logistical thread: Tom Ashdown asked Pauline Metcalfe for a call to lock down terms, and she proposed the following Tuesday at 10:00. Tom confirmed. No commercial content is discussed.
1 Jul 2024 Invoice INV-015-0002Nell Ashcombe sent Bryony Gilchrist the annual Starter subscription invoice, £20k plus VAT, due 31 Jul 2024. Billing notice only; there is no customer response in the thread.
9 Jul 2024 Following up on our review: usage and next stepsAfter a review, Marcus Bell recommended staying within fifteen licensed users. Aisha Rahman queried whether idle logins count towards the limit, and Marcus confirmed they do. Renewal was flagged as coming at the end of November.
1 Jul 2024 Fenmoor subscription invoice INV-001-0002Nell Ashcombe explained invoice INV-001-0002, the annual Growth subscription for 40 users issued Monday 1 Jul 2024, net £44k. Billing note only; there is no customer response in the thread.
2 Jul 2024 Scheduling the kickoffLogistical implementation thread: Callie Brennan books a kickoff checklist call with Hugh Firth for Tuesday 2 Jul 2024 at 14:00 and asks for his systems list and access credentials in advance.
27 Jun 2024 Following up on our discovery callAfter the discovery call Helen Marsden ranked arrears, complaints and repairs by pain and asked whether every answer can be traced to its source. Tom Ashdown floated a £56k placeholder; she wants the breakdown in writing.
25 Jun 2024 Invitation: BB-Demo webinar on Thursday 18 July 2024Nell Ashcombe invited Rajesh Mistry to an online BB-Demo webinar on Thursday 18 July 2024, tied to his teams' difficulty seeing retailer accounts, complaints and orders together. No customer response in the thread.
25 Jun 2024 Walking through the proposalCraig Ashwell agreed to a proposal walkthrough on Thursday, wants the variations side shown properly, and will bring Valerie Okon in for the money side. She signs nothing without the board.
24 Jun 2024 Invoice INV-015-0001Billing thread: Nell Ashcombe sent Bryony Gilchrist invoice INV-015-0001 for implementation, £6,000 plus VAT, due 24 Jul 2024. There is no customer response in the thread.
27 Jun 2024 Renewal coming upLogistical thread. Daniel Okafor asked Elliot Allott to meet about the renewal due at the end of July. Elliot agreed to early July and Daniel promised a calendar invite.
20 Jun 2024 Invoice INV-077-0001 for Delancey HaigNell Ashcombe sent Desmond Oyelaran invoice INV-077-0001 on 20 Jun 2024: net £12k, VAT £2,400, gross £14k, due 20 Jul 2024. Billing logistics; no customer response in the thread.
24 Jun 2024 Diary slot for our reviewMarcus Bell asked for a review slot. Liam Doherty welcomed the quiet ticket queue and asked how to set up more depot account managers and what happens nearer renewal. Marcus booked Tuesday at 10:00.
25 Jun 2024 Starter proposal, next stepsHampton Lucy Estates reviewed the Starter proposal and asked for a call on timeline questions and some MSA clauses. Camilla Dewsbury says she and Marcus Fane are aligned. No outcome in the thread.
20 Jun 2024 Discovery call next weekTom Ashdown asked Kevin Lister, Head of Revenue Operations, for a discovery call. Kevin proposed Wednesday at 10:00 and Tom confirmed. Logistical thread.
25 Jun 2024 Setting up a discovery callTom Ashdown and Ruth Ackroyd agreed an hour-long discovery call on a Thursday at 09:30. Ruth is bringing a quality lead and wants a short agenda. Mostly logistical.
21 Jun 2024 Order form for signatureTom Ashdown sent the order form to CFO Asif Jagger, who said it looked good and promised a signed copy by end of day tomorrow. The thread does not show the signed copy arriving.
24 Jun 2024 Discovery call: Calderbrook and BB-DemoTom Ashdown set up a discovery call with Helen Marsden. She named the problem: repairs and arrears in the board pack do not reconcile to the housing management system. Call confirmed for Thursday at 10:00. Logistical thread.
18 Jun 2024 Demo scheduledLogistical sales thread. Tom Ashdown proposed a demo on Kersey Mill Foods' own data and Gillian Woolnough replied within hours, suggesting Thursday of the following week at 10 o'clock.
18 Jun 2024 Fenmoor invoice INV-001-0001Nell Ashcombe wrote to Harriet Gale to explain invoice INV-001-0001, the one-off implementation invoice issued 18 Jun 2024. Logistical billing note; there is no customer response in the thread.
17 Jun 2024 BB-Demo webinarNell Ashcombe invited Glenys Routledge to a BB-Demo webinar on 20 Jun 2024 at 14:00 UK time. This is a single outbound invitation with no customer response.
18 Jun 2024 Ashwell Mercer demo: what we covered and what comes nextAfter the 17 Jun 2024 demo, Sunil Kapoor raised three data questions on project codes, duplicated clients and variations. Priya Raman passed them to Hannah Lowe, and Sunil will send a small extract with a caveat.
17 Jun 2024 Getting your demo scheduledLogistical thread: Priya Raman asked for a demo slot on Thursday afternoon. Saira Khalid said Thursday was tight and proposed Friday morning instead. No outcome is shown.
18 Jun 2024 Delancey Haig order form for signaturePriya Raman sent the Growth order form showing a total deal value of £54k and asked for signature by 19 Jun 2024. Rupert Lasker, CFO, would not commit to that date and asked how much is annual and how much one-off.
16 Jun 2024 Webinar invitationNell Ashcombe invited Jeffrey Illingworth, Chief Executive of Calverley Mutual Housing, to a webinar on Thu 20 Jun 2024 aimed at co-ops and social housing. This is an event invitation, with no customer response in the thread.
15 Jun 2024 Invitation: BB-Demo webinar for your IT teamNell Ashcombe invited Craig Holt, IT Manager, to an online webinar on 20 Jun 2024, framed around the brain running inside the customer's own Snowflake account. There is no customer response in the thread.
14 Jun 2024 You're invited: our webinar on Thursday 20 Jun 2024Logistical invitation. Nell Ashcombe invited Jamal Edwards to a BB-Demo webinar on Thursday 20 Jun 2024. There is no customer response in the thread.
13 Jun 2024 Finding a time for the demoLogistical thread. Priya Raman proposed a Tuesday or Wednesday demo on Ashwell Mercer's own data. Craig Ashwell chose Wednesday morning, will bring someone from credit control, and asked to start with the client with most open variations.
13 Jun 2024 BB-Demo webinar, 20 June 2024Logistical event invitation from Nell Ashcombe to Kristen Abernathy for the 20 Jun 2024 webinar. There is no customer response in the thread.
14 Jun 2024 Fenmoor order form for signaturePriya Raman sent the Growth order form at a deal value of £56k including implementation. Richard Thorne asked for a one-line confirmation of the all-in cost, said the board must see it and would not commit to Monday 17 Jun 2024.
18 Jun 2024 Penmaen proposal: follow-up from our callAfter the call Tom Ashdown set the Growth proposal total at £52k including implementation. Huw Bevan, the CFO, asked who would use it and what Penmaen would lose without it, and said not to rush.
13 Jun 2024 Pricing and implementation for Vantrell SoftwareTom Ashdown quoted Starter at £26k for the year including implementation. Hugh Firth asked when the four weeks start; CFO Asif Jagger said the price was fine and asked about payment terms.
12 Jun 2024 Next steps after the demoAfter the demo, Priya Raman recapped a Growth deal total of £52k and a 9 Aug 2024 target. Jamal Edwards replied with two project-side questions on variations and manual upkeep, and promised a client list.
10 Jun 2024 Invoice INV-093-0003Nell Ashcombe sent Sue Ditchfield invoice INV-093-0003 for £20k, due 10 Jul 2024, covering the Starter subscription. This is a billing notice with no customer response in the thread.
11 Jun 2024 Order form for review: Delancey Haig GrowthDesmond Oyelaran, Finance Manager, answered Priya Raman's 10 Jun 2024 order form with three finance questions: the split of the £54k, the invoicing entity and payment terms. He wants written answers before Rupert Lasker decides.
10 Jun 2024 BB-Demo Customer DayLogistical invitation. Nell Ashcombe invited Elliot Allott to an in-person Customer Day in London on 13 Jun 2024. There is no customer response in the thread.
9 Jun 2024 BB-Demo Customer DayNell Ashcombe invited Kayleigh Roberts to BB-Demo's Customer Day on 13 Jun 2024 in London. This is an event invitation. There is no customer response in the thread.
9 Jun 2024 Customer Day in London: would you like to come?Nell Ashcombe invited Matt Colenso to the in-person Customer Day in London on Thursday 13 June 2024. Event invitation only. There is no customer response in the thread.
13 Jun 2024 Proposal, Starter planTom Ashdown proposed the Starter tier at a first-year total of 24,525 including implementation. Pauline Metcalfe, Finance Director, asked to reduce users, asked about multi-year terms and whether the implementation fee is negotiable.
10 Jun 2024 Order form for renewalNell Ashcombe sent Anthony Garrow a draft £20k Starter renewal order form on 6 Jun 2024. He replied the same day that it looked good and asked for the final version. Nell sent it on 10 Jun 2024.
5 Jun 2024 Invitation: BB-Demo Customer Day in LondonNell Ashcombe invited Paula Rennie, Accounts Payable Supervisor, to the London Customer Day on 13 Jun 2024 and asked for feedback on invoicing. There is no customer response in the thread.
6 Jun 2024 Catching upLogistical thread: Marcus Bell proposes a check-in, Jenna Price suggests Thursday around 09:30, and Marcus books it. Marcus notes usage climbing and no helpdesk tickets. Jenna raises no concerns.
10 Jun 2024 Proposal walkthroughCerys Llewellyn agreed to a proposal walkthrough and said sign-off will go past the chief executive. She asked for a short pack with the value case up front, and for commercial terms her finance lead can read.
4 Jun 2024 Finding time to talk about the renewalMarcus Bell asked Elaine Turvey for a thirty-minute renewal call before the contract ends on 29 Aug 2024, offering to walk through usage. There is no customer response in the thread.
6 Jun 2024 Booking the demoPriya Raman asked Craig Ashwell to fix a demo day. Craig picked next Tuesday morning, asked for a landlord client's office fit-out with unsigned variations as the example, and said Valerie will join for invoices by client.
2 Jun 2024 Customer Day invitationLogistical invitation: Nell Ashcombe invited Nadia Bashir to the BB-Demo Customer Day in London on Thursday 13 June 2024. There is no customer response in the thread.
1 Jun 2024 Invitation to our webinar on Thursday 20 June 2024Nell Ashcombe invited Thomas Schumacher, Chief Financial Officer, to the 20 Jun 2024 webinar, stressing that data stays in the customer's own Snowflake account. No customer response in the thread.
1 Jun 2024 BB-Demo webinar, 20 Jun 2024Logistical event invite: Nell Ashcombe invited Peter Mayes, Commercial Director, to a BB-Demo webinar on 20 Jun 2024 about real-time data in food manufacturing supply chains. There is no customer response in the thread.
1 Jun 2024 BB-Demo webinar invitationNell Ashcombe invited Polly Illingworth, Sales Manager at Bellhurst Accountancy, to a 20 Jun 2024 customer webinar on forecasts and deal visibility. Logistical only. There is no customer response in the thread.
31 May 2024 Your Starter subscription: renewal coming upMarcus Bell told Elaine Turvey the Starter subscription runs to 29 Aug 2024 and copied Tom Ashdown for terms. It cites £23k a year for 25 licensed users. There is no customer response in the thread.
4 Jun 2024 Booking our next reviewLogistical thread. Daniel Okafor asks for a review slot and Fiona Drummond accepts a Wednesday morning, bringing two managers who use the brain most. No concerns raised.
30 May 2024 Customer-facing teams webinarLogistical event invitation from Nell Ashcombe to Sander Hofman for a 20 Jun 2024 webinar for customer-facing teams. There is no customer response in the thread.
30 May 2024 Booking your training sessionLogistical thread: Callie Brennan asked Joe Mallinson for attendees, example client accounts and a slot for a training session. Joe chose Wednesday at 11:00 and asked that it not run long.
4 Jun 2024 Finding a time to go through the commercial termsPriya Raman proposed a call on commercial terms after the proposal. Rupert Lasker, the CFO, offered Thursday after 14:00, said he will not commit on the call and asked how fast order form changes can be turned round.
4 Jun 2024 Fenmoor order form - commercial and contract pointsProcurement and the COO both held back. Louise Carver will redline the order form on Fenmoor's paper and says nothing is agreed until contract. Richard Thorne will not confirm until the redline and invoicing are settled.
28 May 2024 Webinar: managing referral dataLogistical event invitation from Nell Ashcombe to Vanessa Guerrero for a 20 Jun 2024 webinar on referral data. There is no customer response in the thread.
28 May 2024 Invoice INV-011-0003Billing thread. Nell Ashcombe sent Zoe Nuttall invoice INV-011-0003 for the renewal subscription on 28 May 2024: £23k including VAT, payable by 27 Jun 2024. No customer response in the thread.
26 May 2024 BB-Demo Customer DayNell Ashcombe invites Jade Kenwright to the BB-Demo Customer Day on 13 Jun 2024 in London. There is no customer response in the thread.
25 May 2024 Invitation: BB-Demo Customer Day in LondonNell Ashcombe invited Becky Tattersall, a legal-sector consultant using Grisedale's setup, to the London Customer Day on 13 Jun 2024. There is no customer response in the thread.
24 May 2024 Training session: confirming the planCallie Brennan merged the duplicate client names and proposed training. Consultants were at client sites, so training moved to early the following week and the daily refresh stays limited to Nadia Bashir and Lauren Pilkington.
24 May 2024 Order form, renewalNell Ashcombe sent the renewal order form on 23 May 2024 on the same terms: Starter, 15 users, £20k annually. Ravi Atherton replied the next day that it looked good and he would sign that day.
23 May 2024 Demo on your own dataTom Ashdown proposed a demo on Penmaen's own data. Cerys Llewellyn chose Thursday at 14:00 and said the questions would be about renewals and ticket trends, with the data colleague taking the last ten minutes.
24 May 2024 Onboarding: admin walkthrough and first refreshLogistical onboarding thread. Callie Brennan proposes the first refresh review and admin walkthrough. Sunita Bains agrees and asks to bring a key-account manager. Callie offers 14:00 on 24 May 2024.
24 May 2024 Catching up on how the brain's goingMarcus Bell proposed a check-in after seeing usage rise. Liam Doherty agreed, said he is pushing depot managers onto the brain, and asked for the usage breakdown by depot first. Check-in held in diary for 14:00 Thursday.
21 May 2024 Follow-up from our discovery callAfter the discovery call, Priya Raman proposed the Starter tier. Edward Grey, the Chief Executive, is keen but wants draft terms before committing to a timeline, and agreed to review the order form paperwork.
20 May 2024 Finding a time to talk through termsRichard Thorne, Chief Operating Officer, accepts a Thursday 09:30 call on terms but will commit to nothing without the board. He wants a note stating the decision sought and the all-in cost in one place.
19 May 2024 Customer Day, you're invitedNell Ashcombe invited Pamela Lyall to the London Customer Day on 13 Jun 2024. Logistical invitation; there is no customer response in the thread.
17 May 2024 Delancey Haig proposal: follow-up from our callRupert Lasker, the CFO, called the £54k deal value a lot to take in and asked for the annual cost without implementation and what could be done with existing reporting. He said he was not saying no.
15 May 2024 Scheduling our renewal callPurely logistical: Daniel Okafor asks Anthony Garrow for time to discuss the renewal and Anthony asks for a couple of options. No commercial position is stated in the thread.
14 May 2024 Onboarding: finding a time for the field mapping sessionCallie Brennan asked Sunita Bains for a CRM field-mapping session. Sunita proposed Thursday morning after 10:00, said written access depends on a check with Craig in IT by Wednesday, and will list custom fields for trust contract renewals.
15 May 2024 Wellbrook implementation kickoffCallie Brennan asked Rakesh Solanki for the systems to connect and admin credentials. He named three: helpdesk, CRM and accounting, and sent them within two days. A Tuesday kickoff was proposed with no reply shown.
15 May 2024 Following up on today's discovery callAfter the discovery call, Valerie Okon asks what the £52k working figure includes and when invoices are raised. She will not give a decision date because the board decides.
13 May 2024 Invitation to the BB-Demo webinar, Thursday 16 May 2024Nell Ashcombe followed up with Helen Varley on 13 May 2024 about the webinar on Thursday 16 May 2024, suggesting she bring a couple of key-account managers. Logistical. There is no customer response in the thread.
15 May 2024 Onboarding session: finding a timeMostly scheduling: Callie Brennan asked Nadia Bashir for an onboarding session. Nadia replied five days later, proposed Thursday morning and reported duplicated client names in the CRM data.
14 May 2024 Proposal walkthrough: finding a slotPriya Raman and Saskia Mendes agreed a 40-minute proposal walkthrough on Wednesday at 14:00. Saskia warned she cannot promise a decision in the room because her finance lead must see it first.
10 May 2024 Invitation to our online webinarNell Ashcombe invited Jess Ferrand to an online BB-Demo webinar on 16 May 2024. Purely an event invitation; there is no customer response in the thread.
9 May 2024 Proposal discussionScheduling thread from May 2024. Priya Raman asked Camilla Dewsbury and Marcus to a proposal and pricing walk-through. Camilla accepted for Tuesday at 14:00. The proposal's contents are not in the thread.
8 May 2024 Notes from our check-inDaniel Okafor's 8 May 2024 recap of a check-in with Fiona Drummond. He reports more managers using the brain before client meetings and promises a note on good questions. There is no customer reply in the thread.
10 May 2024 Delancey Haig and BB-Demo: following up on the demoAfter the demo, Priya Raman chased a signature by 19 Jun 2024 on the Growth proposal at £54k. Holly Tranter named three first systems and asked for written confirmation that everything runs inside Delancey Haig's own Snowflake account.
10 May 2024 Catching upDaniel Okafor asked Sarah Hollis for a catch-up call ahead of the renewal. She agreed within two days and proposed Friday at 10:00. The thread does not show what was discussed.
8 May 2024 Fenmoor proposal - where we stand after our callPriya Raman chased the Growth proposal with a decision date of 17 Jun 2024. Richard Thorne replied that he sees the first-year total but wants the recurring annual cost set out separately on one page for the board.
13 May 2024 Setting up a discovery callPriya Raman sets up a discovery call with Craig Ashwell. He accepts Monday and says his main worry is variations the client has not signed, which he wants shown against what is signed.
7 May 2024 Kickoff follow-up and next stepsAfter the 7 May 2024 kickoff, Callie Brennan listed what Grisedale must supply. Nadia Bashir can open the CRM and shared mailbox quickly, but the third source depends on IT and the trainee users are undecided.
6 May 2024 Invitation: BB-Demo webinar on Thursday 16 May 2024Nell Ashcombe invited Dan Hosken to the BB-Demo webinar on Thursday 16 May 2024. Single outbound invitation. There is no customer response in the thread.
8 May 2024 Finding time for a first conversationTom Ashdown asked Cerys Llewellyn for a discovery conversation after the webinar. Cerys agreed to Wednesday and said her team cannot see which customers are at the edge without three spreadsheets. Tom set 10:30.
7 May 2024 Demo walkthroughLogistical sales thread: Tom Ashdown offers Hugh Firth a demo on Vantrell's own data, Hugh picks a morning slot, and Tom books Tuesday at 10:00. No commercial content.
13 May 2024 Demo follow-upAfter the 2 May 2024 demo, Liam Corner reported genuine interest, especially in credit queries, and asked about cost and commitment. Tom Ashdown promised a proposal and a thirty minute walk-through.
2 May 2024 Renewal conversationOn 2 May 2024 Daniel Okafor opened the renewal conversation with Elliot Allott, noting the contract runs through 31 Jul 2024, and promised options by the end of May. There is no customer response in the thread.
1 May 2024 Invoice INV-170-0002Nell Ashcombe sent Tina Goddard the first annual invoice INV-170-0002: £18k plus VAT of £3,510, total £21k due by 31 May 2024. Logistical billing thread with no customer response.
1 May 2024 Your first BB-Demo invoiceNell Ashcombe sent Carl Whittle the first Starter invoice on 1 May 2024: £20k net, £23k gross, due 31 May 2024. A billing courtesy note with no customer response in the thread.
3 May 2024 Kickoff scheduling for the Brannock brainHelen Varley agreed to an early-next-week kickoff, mornings only, and asked for orders and delivery queries to be connected first. Call recorder, mailbox and key-account manager names are still to come from her side.
1 May 2024 Invitation: BB-Demo webinar on Thursday 16 May 2024Nell Ashcombe welcomed Sunita Bains, the CRM administrator, and invited her to the webinar on Thursday 16 May 2024. Logistical outreach. There is no customer response in the thread.
1 May 2024 Your first invoice from BB-DemoNell Ashcombe sent Paula Rennie the first Growth subscription invoice on 1 May 2024: £42k net, £50k gross, due 31 May 2024. Purely billing. There is no customer response in the thread.
1 May 2024 BB-Demo webinarLogistical invitation: Nell Ashcombe invited Ravi Riley to a BB-Demo webinar on 16 May 2024 about getting more from the data in Tidecombe's connectors. No customer reply in the thread.
7 May 2024 Review call for Hollins TarrantLogistical thread: Marcus Bell asks Jenna Price for a review call, she offers Tuesday morning, and he books it for 10:00. Jenna says usage being up is good to hear, but raises nothing else.
3 May 2024 Following up on the Delancey Haig demoAfter the demo, Jess Ferrand asked how fresh the data is, what happens if a source stops, and how people learn it without training. Priya Raman restated the £54k Growth proposal and promised a written note on freshness.
30 Apr 2024 Proposal walkthrough - finding a slotCallum Reid accepts Friday at 14:00 for the proposal walkthrough but asks that Richard, who holds the budget, is kept out until Callum has signed the proposal off. He wants Daniel Okafor there to explain 07:00 fixes.
29 Apr 2024 BB-Demo webinarNell Ashcombe invited Shirley Bowman to a BB-Demo webinar on 16 May 2024. The thread is a single outbound invitation with no customer response.
29 Apr 2024 Demo this week: confirming the slotPurely logistical: Priya Raman and Saskia Mendes settle the demo at 15:00 the next day so Jess Ferrand can attend. Saskia asks what to prepare and is told to pick one client, ideally with a recent invoice dispute.
30 Apr 2024 Renewal conversationScheduling thread. Daniel Okafor asked Ravi Atherton for a call before the May renewal paperwork; Ravi said the following week was tight and suggested the first week of May. No view on price or value.
25 Apr 2024 Getting a demo date in the diaryMainly scheduling: Saskia Mendes offers Thursday morning from 10:30 for the demo, wants two directors in the room and a tech colleague present, and asks for a simpler demo centred on one client.
25 Apr 2024 Demo follow-upAfter a demo, Camilla Dewsbury called it great and asked to put technical questions to Hannah Lowe directly. Priya Raman agreed and offered a call. The thread is from April 2024 and shows no outcome.
19 Apr 2024 Catching up on the brain: time for a check-in?Marcus Bell proposed a usage check-in and Liam Doherty accepted for Tuesday morning. Liam wants depot managers using the brain and usage numbers to show his ops director. Mostly scheduling, with a clear adoption ask.
18 Apr 2024 Implementation invoiceNell Ashcombe sent Tina Goddard invoice INV-170-0001 for the implementation: £6,000 net, £1,200 VAT, £7,200 total, due 18 May 2024. This is a billing thread with no customer response.
18 Apr 2024 Your first BB-Demo invoiceBilling thread. CEO Nell Ashcombe wrote personally to Finance Manager Carl Whittle about the first invoice, issued 18 Apr 2024 and due 18 May 2024: net £6,000, VAT £1,200, gross £7,200. No customer response in the thread.
17 Apr 2024 Notes from our check-inDaniel Okafor's notes from the check-in: account managers ask the brain before speaking to clients and the connector has been steady since February. Agreed: examples for a leadership write-up and a talk on other teams. No customer reply.
17 Apr 2024 Delancey Haig and BB-Demo: follow-up from discoveryAfter discovery, Priya Raman proposed the Growth tier at £54k in total. CFO Rupert Lasker would not agree anything yet and asked for the implementation and annual subscription to be separated, and for evidence of use.
15 Apr 2024 Order form readyPriya Raman sent Clive Wardle the Starter order form at £24k for implementation and year one. The CFO said he would sign it the same day. The thread does not show the signed copy coming back.
17 Apr 2024 Grisedale order form ready for signaturePriya Raman sent Stuart Haworth the Starter order form at a total deal value of £26k including implementation. Stuart replied on 17 Apr 2024 that the headline looked fine and he was signing that morning.
15 Apr 2024 Invoice for Brannock Medical SuppliesNell Ashcombe sent invoice details directly to Paula Rennie: net £12k, VAT £2,400, gross £14k, issued 15 Apr 2024 and due 15 May 2024. This is a logistical billing email with no customer response.
15 Apr 2024 Let's talk about BB-DemoTom Ashdown proposed a 30-minute call to show how BB-Demo could join support tickets with product usage data. Hugh Firth replied that it sounds interesting and offered Tuesday or Wednesday afternoon. Scheduling only.
22 Apr 2024 Fenmoor demo follow-up and your questions on data and securityAfter the demo, Callum Reid set three written questions on the 07:00 refresh, data location and source changes. Tobias Renwick's answer satisfied him on location and access, but he called the source-change answer thin.
12 Apr 2024 Webinar for customer service teamsNell Ashcombe invited Lorna Wishart to an 18 Apr 2024 webinar on using the brain to answer customer queries faster. Logistical invitation; there is no customer response in the thread.
15 Apr 2024 Finding a time for a check-inDaniel Okafor asked for a check-in. Kerensa Trelease accepted for a Wednesday afternoon, said the team uses the brain a lot more and will bring examples of excursions caught early. Mainly scheduling, with a positive note.
12 Apr 2024 Following up on our callSales follow-up: Priya Raman asked Camilla Dewsbury for a walk-through of the brain after an earlier call. Camilla replied that next week works and proposed Wednesday afternoon. Logistical, with a positive tone.
10 Apr 2024 Finding a time for a discovery callMostly scheduling: Saskia Mendes accepts a Monday 14:00 discovery call. She says the CFO, Rupert Lasker, must see it before anything is decided, and asks for a simple, director-focused conversation.
11 Apr 2024 Order form for signature: Growth tierFinance Director Andrew Pickering has read the Growth tier order form for £54k but will not sign until he has a written breakdown and a named account manager. No BB-Demo reply is in the thread.
11 Apr 2024 Following up: demo for LinthorpeTom Ashdown sent Darren Blakey a demo link on 11 Apr 2024. Darren replied twice with brief acknowledgements and said he would try it over the weekend. No feedback or commitment in the thread.
5 Apr 2024 BB-Demo webinar, 18 Apr 2024Logistical thread: Nell Ashcombe invites Ian Greenhalgh to a BB-Demo webinar on 18 Apr 2024. There is no customer response in the thread.
8 Apr 2024 Check-in callLogistical thread. Marcus Bell proposes a half-hour usage check-in with Jenna Price, who agrees to Wednesday at 14:00. Marcus says usage is moving in the right direction and confirms he will share the figures.
3 Apr 2024 BB-Demo webinarNell Ashcombe invited Anita Mistry to a BB-Demo webinar on 18 Apr 2024 for heads of contract management and facilities. Purely an event invitation; there is no customer response in the thread.
3 Apr 2024 Invoice INV-005-0003 for the Growth subscriptionNell Ashcombe sent Morag Lindsay invoice INV-005-0003 on 3 Apr 2024 for the annual Growth subscription: £44k net, £53k gross, due 3 May 2024. Purely billing; no customer response in the thread.
3 Apr 2024 Following up on our Brackwell review callMarcus Bell sent a recap after the review call: usage is up, no open tickets, and unused Starter licences leave room for depots. His plan needs depot names from Liam Doherty. No customer reply in the thread.
8 Apr 2024 Demo on your own data - finding a slotScheduling thread for a demo. Callum Reid apologises for the delay, accepts Thursday at 10:00 for one hour and sets two tests: a live answer to a bordereaux query and data freshness at 07:00.
2 Apr 2024 Renewal invoice: INV-103-0003Nell Ashcombe sent Linda Gourlay renewal invoice INV-103-0003: £20k net plus VAT of £3,900, total £23k, due 2 May 2024. Billing thread only, with no customer response in the thread.
2 Apr 2024 Discovery follow-upScheduling thread: on 2 Apr 2024 Tom Ashdown followed up the previous day's discovery discussion and asked for a slot. Hugh Atherton replied he would review the notes and send dates early the following week.
29 Mar 2024 Invitation: BB-Demo webinarLogistical event invitation from Nell Ashcombe to Josh Penrose for the 18 Apr 2024 BB-Demo webinar. There is no customer response in the thread.
28 Mar 2024 Invitation: BB-Demo webinar on 18 Apr 2024Logistical event invitation from Nell Ashcombe to Natasha Greaves for the BB-Demo webinar on 18 Apr 2024. There is no customer response in the thread.
28 Mar 2024 Booking a check-in callMarcus Bell proposed a check-in on rising usage; Harjit Bains agreed and asked to use it to check which scheme records the team can pull ahead of a trustee meeting. Thursday morning was agreed.
28 Mar 2024 Renewal order formNell Ashcombe sent the renewal order form for the Starter tier at £20k from 5 April 2024. Moira Sinclair reviewed it, said it looks good and promised the signed copy by end of day.
5 Apr 2024 Grisedale: next steps on the order formPriya Raman brought in VP Sales Owen Tallis on price. Lauren Pilkington asked whether complaints show beside open roles and whether adding consultants is easy, then said Stuart is happy in principle and wants the order form.
27 Mar 2024 Booking in the Brackwell reviewMarcus Bell asked for a review. Liam Doherty agreed, welcomed rising usage, and wants a session for the depot managers and delivery-exception tickets next to the account view.
25 Mar 2024 Following up on the Growth proposalNell Ashcombe confirmed in writing that the Growth order form was signed on 20 Mar 2024 at £44k. Douglas Baird accepted the summary and asked for the changeover to be agreed with Imogen and for a note once the extra connectors are live.
25 Mar 2024 Your renewal coming upDaniel Okafor opened the renewal conversation for 21 June 2024. Anthony Garrow, Managing Director, said the team is happy and proposed mid-May for a discussion.
20 Mar 2024 Payment reminder, implementation invoiceNell Ashcombe told Gemma Yates that INV-013-0001 was three weeks overdue and asked for a call or email status the same afternoon. No customer reply in the thread.
22 Mar 2024 Fenmoor and BB-Demo: where we got to after discoveryAfter discovery, Richard Thorne (COO) asked what the Growth deal costs all in before Callum Reid's team spends time on a demo. Priya Raman replied that the deal value includes implementation and the first year's subscription.
20 Mar 2024 Order form for signatureNell Ashcombe sent the Growth order form at a deal value of £44k. Douglas Baird, the COO, said it matched what was agreed and returned it signed on 20 Mar 2024. BB-Demo said it would countersign the same day.
16 Mar 2024 Invitation: BB-Demo webinarNell Ashcombe invited Nathan Booth to a BB-Demo webinar on Thursday 21 March 2024. No customer response in the thread. Purely an event invitation, no commercial ask.
15 Mar 2024 Webinar for healthcare IT and securityNell Ashcombe invited Sanjay Krishnan to a 21 Mar 2024 webinar on patient data, audit trails and compliance. Event invitation only. There is no customer response in the thread.
15 Mar 2024 BB-Demo webinarNell Ashcombe invited Tina Goddard to a BB-Demo webinar on 21 Mar 2024 about finance and operations data. There is no customer response in the thread.
18 Mar 2024 Time to walk through the proposalNell Ashcombe asked Imogen Hartley for a private walkthrough of the proposal before Douglas sees it again. Imogen offered Wednesday at 10:00 and Nell confirmed it. This is scheduling plus a short ask.
18 Mar 2024 Technical setup, next stepsLogistical thread: Callie Brennan asked Ravi Riley for CRM credentials, data sources and a kickoff slot. Ravi offered Monday or Tuesday and asked how to send credentials securely.
19 Mar 2024 Follow-up on the Growth proposalNell Ashcombe proposed moving Lornefield from Starter to Growth at £44k. Douglas Baird, the Chief Operating Officer, had no further questions and asked for the order form, hoping to return it on Wednesday 20 March 2024.
18 Mar 2024 Discovery call - finding a timeScheduling thread for a discovery session. Callum Reid, Head of Underwriting Operations, names bordereaux reconciliation and capacity-provider chasing as his problem and wants to see it on his own data. Slot agreed.
14 Mar 2024 Training session: finding a timeScheduling thread. Kirsteen Boyd, a scheme relationship manager, offers Thursday morning for training and asks for a recording for colleagues out at client meetings. Callie Brennan agrees.
8 Mar 2024 Invoice INV-104-0002, outstandingNell Ashcombe chased invoice INV-104-0002 (£20k) again on 8 Mar 2024 after the February promise of payment. Pamela Lyall apologised and said she would get a definite date by end of week.
8 Mar 2024 Invitation to our customer webinarNell Ashcombe invited Imogen Hartley to a BB-Demo customer webinar on Thursday 21 March 2024 and offered a panel slot. This is an event invitation and there is no customer response in the thread.
7 Mar 2024 Webinar for customer success teamsLogistical event invitation from Nell Ashcombe to Lukas Hartwig for a 21 Mar 2024 webinar for customer success teams. There is no customer response in the thread.
12 Mar 2024 Proposal for GrisedalePriya Raman sent a Starter proposal at £26k total deal value. Managing Director Stuart Haworth said Lauren likes it, but asked what is in it for consultants and whether the price is the best, and will not sign before they talk.
7 Mar 2024 BB-Demo webinar, 21 Mar 2024Logistical event invitation. Nell Ashcombe invited Nicola Ellwood on 7 Mar 2024 to a BB-Demo webinar on 21 Mar 2024 about a data layer for operations. There is no customer response in the thread.
12 Mar 2024 Proposal walkthrough: timingHelen Varley offered two slots for a proposal walkthrough and asked that it cover scope, connectors and per-trust working. Commercials are for the finance director, whom she will ask separately.
14 Mar 2024 Following upAfter the proposal call, Anita Mistry says she is keen but Clive Wardle wants to review the statement of work. She agrees late March kick-off and will seek his approval.
6 Mar 2024 Come and see us at the data leaders conferenceNell Ashcombe invited Gareth Pugh, Head of IT Security, to the BB-Demo stand at the London data leaders conference on Wed 13 Mar 2024. Event outreach only. There is no customer response in the thread.
6 Mar 2024 Invoice INV-013-0001 paymentNell Ashcombe asked Gemma Yates when the £6,000 plus VAT implementation fee, due 28 Feb 2024, would be paid. No customer reply in the thread.
1 Mar 2024 Proposal callLogistical thread: Priya Raman asks Anita Mistry for a call to take her through the proposal, and Anita agrees to Friday afternoon at 14:00.
1 Mar 2024 Invitation: BB-Demo webinarNell Ashcombe invites Ailsa Dunlop to a BB-Demo webinar on Thu 21 Mar 2024. Logistical invitation; no customer response in the thread.
1 Mar 2024 First annual subscription invoiceNell Ashcombe sent Tidecombe Housing its first annual subscription invoice for 1 Mar 2024 to 28 Feb 2025 and flagged the unpaid implementation invoice. Billing thread, no customer reply.
6 Mar 2024 Renewal noticeDaniel Okafor raises the renewal due 31 May 2024. Ravi Atherton, Chief Operating Officer, says they are happy and nothing is changing. Daniel promises renewal paperwork.
29 Feb 2024 Invitation: our stand at the data leaders conference in LondonNell Ashcombe invited Elaine Turvey to the BB-Demo stand at a London data leaders conference on 13 Mar 2024. There is no customer response in the thread.
1 Mar 2024 Onboarding session: next stepsCallie Brennan reports the first source connected with a clean mapping and asks Ailsa Dunlop for the user list. Ailsa is unsure who will use it day to day and is told to add only training attendees.
29 Feb 2024 Invitation: BB-Demo webinar on 21 Mar 2024Nell Ashcombe invited Mark Siddall to the 21 Mar 2024 webinar, noting activity is up sharply. Purely an invitation; no customer response in the thread.
1 Mar 2024 Demo for your key-account managers: finding a slotHelen Varley accepted a Thursday 14:00 demo on Brannock's own data. Three account managers will join her, and she wants orders and delivery queries by trust plus one renewal example.
26 Feb 2024 Proposal walkthroughLogistical thread. Priya Raman offers a half-hour walkthrough of the proposal and Lauren Pilkington accepts for Wednesday morning, saying she will bring in Nadia. No price or terms are discussed.
25 Feb 2024 Invitation to our March webinarNell Ashcombe invited Nadeem Qureshi, Head of IT, to a BB-Demo webinar on Thu 21 Mar 2024, noting Cawthorne was looking at Growth. Logistical invitation with no customer response in the thread.
25 Feb 2024 Webinar invitationLogistical event invitation. Nell Ashcombe invites Kirsty Rigby to a webinar on Thursday 21 March 2024 about using the brain for client outcomes. There is no customer response in the thread.
29 Feb 2024 Following upLogistical sales thread: Tom Ashdown asks for demo dates on Stenhouse's own data. Bruce Lamont replies that Rhona is checking the diary and dates will follow. No dates are given in the thread.
23 Feb 2024 Notes from our check-inDaniel Okafor sent his notes from the call: steady usage inside the 15 licensed users, no tickets, nothing overdue. He proposed a walkthrough for lighter users and set out the renewal at £20k a year.
26 Feb 2024 Quick check-in call for BrackwellLiam Doherty accepted a check-in and again pressed for the depots to be on the brain. He wants to see how the high priority ticket was handled and will bring a connector wish list.
21 Feb 2024 Onboarding session: finding a timeScheduling thread. Ailsa Dunlop prefers Friday morning but cannot promise the admin credentials, which depend on Kelvinhaugh's IT team.
19 Feb 2024 Kickoff follow-up and next stepsCallie Brennan's post-kickoff note sets out what she needs from Kelvinhaugh: written access details, Ailsa named as admin for 15 licensed users, and first go-live managers. No customer reply in the thread.
17 Feb 2024 Invitation to our stand at the data leaders conferenceNell Ashcombe invites Rob Ellery to BB-Demo's stand at the London data leaders conference on 13 Mar 2024. There is no customer response in the thread.
16 Feb 2024 Catching up before the renewalDaniel Okafor asked Imogen Hartley for a check-in call before the April renewal. Imogen agreed and said she wants to raise how scheme-relationship managers use the brain first rather than last.
19 Feb 2024 Following up on the demoAfter the demo, Nadia Bashir asked about restricting what consultants see, connecting systems and support. Becky Tattersall wants complaint data kept apart from candidate details. Priya Raman answered most and passed that to Tobias Renwick.
16 Feb 2024 Training session for the consultantsCallie Brennan offers Josh Penrose, a senior consultant, a practical training session. Josh accepts a Tuesday at 14:00 slot and says spotting clients who have gone quiet is exactly what he wants from the brain.
12 Feb 2024 Connector sync issueCallie Brennan asked whether failures continued and credentials were unchanged. Scott Galbraith replied the connector is still not syncing, credentials are correct, and there has been no data refresh for a few days.
9 Feb 2024 Invoice for the annual subscriptionBilling thread: Nell Ashcombe sends Fraser McAllister the second invoice, for the annual Starter subscription for 15 users to 8 Feb 2025, £18k net and £21k gross, due 10 Mar 2024. No customer response.
15 Feb 2024 Following up on your support ticketA helpdesk connector returned nothing after a view was tidied. Callie traced the cause, re-ran the sync and Kerensa Trelease confirmed two clients match, then asked to close the ticket.
9 Feb 2024 Training session for the account managersCallie proposed an hour's training for the pharmaceutical account managers. Wes Jago agreed to a Tuesday morning slot and will bring two client examples, but cannot promise his colleagues will attend.
9 Feb 2024 Invitation to our webinarNell Ashcombe invites Niamh Costello to a BB-Demo webinar on Thursday 15 Feb 2024 on a single view of each broker firm. A promotional invitation only; there is no customer response in the thread.
9 Feb 2024 Invoice INV-104-0002Nell Ashcombe chased invoice INV-104-0002 (£20k, due 24 Dec 2023). Bookkeeper Pamela Lyall apologised, cited administration issues and said payment was being processed on 9 Feb 2024.
9 Feb 2024 Product demoAfter a discovery call on contracts across sites, Priya Raman proposed a demo on Wellbrook's own data. Anita Mistry agreed and suggested Thursday morning at 10:00. Logistical, with positive intent.
6 Feb 2024 Invoice for the additional usersLogistical billing thread: Nell Ashcombe sent Paula Mortimer the invoice for additional users on the Starter subscription, issued 6 Feb 2024. There is no customer response in the thread.
6 Feb 2024 Demo on your own dataLargely scheduling: Priya Raman proposed a demo on a sample of Grisedale's own data and Lauren Pilkington suggested Friday morning at 10:00. She asked whether complaints show next to open roles.
4 Feb 2024 Invitation: BB-Demo webinar on Thursday 15 Feb 2024Nell Ashcombe invited Tariq Saleem, CRM and Data Platform Manager at Merriott Lyle Distribution, to a BB-Demo webinar on 15 Feb 2024. It is an invitation only and there is no customer response in the thread.
5 Feb 2024 Order form for signatureTom Ashdown sends the order form for additional Starter users at £1,975. Elaine Turvey checks it against the earlier agreement and usage, signs on 5 Feb 2024, and asks for the invoice to go to Paula Mortimer.
1 Feb 2024 Invitation: BB-Demo webinar on keeping your data inside your own controlsNell Ashcombe invited Oluwaseun Bamidele, CISO, to the Thursday 15 Feb 2024 webinar on keeping data inside the customer's own Snowflake controls. There is no customer response in the thread.
5 Feb 2024 Onboarding: follow-up sessionOnboarding thread. Callie asked Dan Hosken for unmatched items and a session slot. Dan replied late, promised the list, offered Thursday and asked whether satellite depots need separate setup. Logistical, no commercial signal.
2 Feb 2024 Extra users for your Starter subscriptionTom Ashdown proposes adding users to the Starter subscription for £1,975 in total, to be confirmed on the order form. Harjit Bains says the team is keen and the figure matches expectations; Elaine Turvey will want the order form.
1 Feb 2024 Onboarding session - second slotCallie Brennan asks Rob Ellery for a second session on the placements pipeline view. Rob moves it to Friday at 15:00 and asks what Hollins Tarrant would be paying for if the brain does not save the consultants time.
1 Feb 2024 Payment reminder, INV-181-0001Billing thread. On 29 Jan 2024 Nell Ashcombe chased INV-181-0001 (£6,000), six weeks past its December due date. On 1 Feb 2024 Glenys Routledge blamed an accounts mix-up and promised payment by Friday.
31 Jan 2024 Final reminder, implementation invoiceNell Ashcombe's final reminder on 29 Jan 2024 calls the £6,000 implementation fee nearly two months overdue. Pamela Lyall replied on 31 Jan 2024, apologised, and said both payments would arrive by end of week.
29 Jan 2024 Invoice for the order formBilling thread: Nell Ashcombe sends Fraser McAllister the first invoice under the signed order form, £6,000 net and £7,200 gross, due 28 Feb 2024. There is no customer response in the thread.
29 Jan 2024 Implementation invoiceNell Ashcombe sent Gemma Yates, Accounts Payable Manager, the invoice for completed implementation work. This is a billing notice and there is no customer response in the thread.
1 Feb 2024 Time for a review callDaniel Okafor asked for a review call as the term runs to 2 Apr 2024. Imogen Hartley agreed, preferring it before the renewal conversation, and wants to discuss getting more of the team using it regularly.
1 Feb 2024 Quick check-in on how Brackwell is getting onMarcus Bell asked for a check-in after go-live. Liam Doherty accepted a call, said light usage is unsurprising, and wants the depots on the brain. Only a handful of licensed users were active.
28 Jan 2024 Webinar invitationNell Ashcombe invited Jade Kenwright, Operations Director, to a customer webinar on 15 Feb 2024. Purely an invitation; there is no customer response in the thread.
29 Jan 2024 Next onboarding sessionCallie Brennan asked Dan Hosken to book the next session for the second batch of sources. Dan chose Wednesday at 10:00 and promised access details by Tuesday afternoon, with one still awaited from IT. Logistical thread.
30 Jan 2024 Our proposalPriya Raman sent a Starter tier proposal at £24k for implementation and year one. CFO Clive Wardle is keen to proceed but wants to review commercial terms with finance and asked for a call.
25 Jan 2024 Order form for signatureTom Ashdown sends the Starter order form for signature. Finance Director Hamish Crawford does not sign and asks who will use it and how he can show the board what it delivers. Tom drops the Friday target.
29 Jan 2024 Following up on our discovery callAfter the discovery call, Lauren Pilkington confirmed the recap, named the systems and users, and asked about seeing complaints before calling a client. She must run it past the people who sign things off.
26 Jan 2024 Order form ready for signatureTom Ashdown sent Luke Kitching, Finance Director, the order form for implementation and the first year. Luke replied that it looks good and he would return it signed by end of week. Signature itself is not shown.
25 Jan 2024 Onboarding session - finding a timeLogistical thread. Callie Brennan asks Rob Ellery for a half-hour onboarding session to show what the brain holds on client accounts and pipeline. Rob replies the next day and picks Tuesday morning at 09:30.
22 Jan 2024 BB-Demo webinar, 15 Feb 2024Nell Ashcombe invited Arnaud Janssens to a BB-Demo webinar on 15 Feb 2024 about connecting data across insurance systems. Logistical outreach only. The thread holds no customer response.
21 Jan 2024 Invitation to our webinarNell Ashcombe invited Sharon Whitley to a BB-Demo webinar on 15 Feb 2024 about insurers bringing agency and underwriting data into one view. Event invitation only; no customer response in the thread.
18 Jan 2024 Payment reminderNell Ashcombe chased Glenys Routledge for INV-181-0002 (£20k), due 28 Dec 2023 and three weeks overdue on 18 Jan 2024. No customer response in the thread.
18 Jan 2024 Finding a time for a discovery conversationPriya Raman asked Lauren Pilkington for two or three slots for a discovery conversation the following week. The thread holds only Priya's message. There is no customer response in the thread.
17 Jan 2024 Follow-up from our check-in callMarcus Bell summarises usage by a small client-relationship group, no tickets and 15 licensed users. Finance Director Elaine Turvey asks again for names and frequency of use and wants to look nearer the renewal.
16 Jan 2024 Proposal: when shall we talk it through?Tom Ashdown wants to talk through a proposal. Harjit Bains prefers early next week and asks for the proposal beforehand, including what it means for the team and the current licence. Tom agrees to send it that day.
17 Jan 2024 Discovery callLogistical thread: Priya Raman proposes a discovery call and Anita Mistry agrees to Tuesday at 11:00. Priya confirms and will send an invite and agenda.
15 Jan 2024 Payment reminder: INV-104-0002 (overdue)Nell Ashcombe told Pamela Lyall that Marchbank's £23k subscription invoice INV-104-0002, due on 24 Dec 2023, was significantly overdue. There is no customer response in the thread.
15 Jan 2024 Invitation: BB-Demo webinar on Thursday 18 Jan 2024Nell Ashcombe invited Wes Jago to a BB-Demo webinar on Thursday 18 Jan 2024 about getting more from the brain. There is no customer response in the thread. Logistical invitation.
18 Jan 2024 Follow-up: kickoff and what we need from youCallie Brennan set out the implementation plan after kickoff and asked for CRM and helpdesk access in writing. Rob Ellery left detail to Jenna Price and asked how much of his team's time it takes.
13 Jan 2024 Webinar next week, in case it is usefulLogistical outreach: Nell Ashcombe invited Neha Kapoor to a BB-Demo webinar on 18 Jan 2024 about running the brain inside a customer's Snowflake account. No customer response in the thread.
11 Jan 2024 Invitation: BB-Demo webinarOn 11 Jan 2024 Nell Ashcombe wrote personally to Nils Behrens, who had decided not to go ahead with Enterprise, inviting him to a webinar on 18 Jan 2024. There is no customer response in the thread.
10 Jan 2024 Getting the depot team trained on the brainDean Hargreaves accepts a Thursday 10:00 walkthrough, says two people will attend, and asks to use the Hollins accounts as examples. He will send names later.
10 Jan 2024 Quarterly check-in: finding a timeLogistical thread: Marcus Bell asks for a 30-minute check-in on the Starter account. Harjit Bains agrees, prefers a morning in the second half of next week, and asks for names of who has been using the brain.
8 Jan 2024 Webinar invitation for you and the teamNell Ashcombe invited Lauren Pilkington to a BB-Demo webinar on 18 Jan 2024 about one view of client accounts, open roles and complaints. This is an outbound invitation. There is no customer response in the thread.
9 Jan 2024 Kickoff scheduling for Hollins TarrantCallie Brennan arranged the Hollins Tarrant kickoff with Jenna Price for Thursday at 10:00. Jenna is admin for the CRM and helpdesk and will supply credentials, which Callie needs in writing before any connector starts.
5 Jan 2024 Payment reminderNell Ashcombe told Glenys Routledge that INV-181-0001 for £6,000, due Friday 15 December 2023, is now significantly overdue. There is no customer response in the thread.
8 Jan 2024 Subscription renewal: April 2024Daniel Okafor opened the renewal at £20k for the term ending 5 April 2024. Moira Sinclair, Finance Director, said the company must review internally and would reply by the end of the month. No decision yet.
5 Jan 2024 Training session for the depot teamCallie Brennan arranges an hour of training for Dean Hargreaves on the account view, on Wednesday afternoon. Dean also reports a slow screen. Seat availability limits who can be invited.
4 Jan 2024 Payment reminderNell Ashcombe reminded Glenys Routledge that INV-181-0002 for £20k was due Thursday 28 December 2023 and remains unpaid. No customer response in the thread.
4 Jan 2024 Invitation: BB-Demo webinar on Thursday 18 Jan 2024Nell Ashcombe invited Alison Mawdsley to an online BB-Demo webinar on 18 Jan 2024. Purely an event invitation, with no customer response in the thread.
9 Jan 2024 Kickoff follow-up and what I need from your sideCallie Brennan asked Pentreath for written source access, a named admin and the list of fifty licensed users. Matt Colenso replied late: two systems are sorted, the rest await security sign-off, and he will hold admin with an IT backup.
4 Jan 2024 Onboarding session: access and timingCallie Brennan asked Dan Hosken for written source access, a field list and a working session. Dan offered two slots but said Matt must approve the service accounts, so timing is not firm. Logistical thread.
4 Jan 2024 Invoice for the first year's subscriptionNell Ashcombe sent Claire Haddon the first-year Starter subscription invoice, issued 4 Jan 2024 and due 3 Feb 2024. Purely billing; there is no customer response in the thread.
3 Jan 2024 Payment reminder: INV-104-0001Nell Ashcombe chased Pamela Lyall, Marchbank's bookkeeper, for the £7,200 implementation invoice INV-104-0001, due on 13 Dec 2023. There is no customer response in the thread.
2 Jan 2024 Payment reminder: INV-104-0002On 2 Jan 2024 Nell Ashcombe asks Pamela Lyall to check the £23k subscription invoice that was due on 24 Dec 2023. There is no customer response in the thread.
28 Dec 2023 Invoice for the Growth subscriptionNell Ashcombe emailed the first-year Growth subscription invoice to Bryony Searle, the credit controller, on 28 Dec 2023. It is a billing thread and there is no customer response in the thread.
28 Dec 2023 Kickoff call: finding a timeLogistical thread: Callie Brennan asked for a kickoff slot and Kerensa Trelease proposed Thursday morning of the first week back, asking for a 10:00 invite. She will bring IT and data colleagues.
22 Dec 2023 Payment checkNell Ashcombe asked Glenys Routledge about INV-181-0001 for £6,000, due Friday 15 December 2023 and not yet paid. There is no customer response in the thread.
22 Dec 2023 Let's catch up on how it's goingDaniel Okafor asked Sarah Hollis for a one-to-one check-in, noting usage shows the tool is landing. Sarah agreed to the second week of January and said she would send times. Scheduling thread, no commercial content.
22 Dec 2023 Onboarding schedule for the brain at BrackwellAisha Rahman accepts Callie Brennan's onboarding plan but warns IT access may slip into early January, wants the first refresh ready before a Tuesday review, and asks for a slow walkthrough.
20 Dec 2023 Payment reminder, implementation invoiceNell Ashcombe chases Pamela Lyall, Marchbank Couriers' bookkeeper, for the £6,000 implementation invoice on 20 Dec 2023. The invoice was issued a few weeks earlier. There is no customer response in the thread.
20 Dec 2023 Proposal for you to reviewAfter the demo, Tom Ashdown sent Naomi Fordham and Geoffrey Rowe a Starter plan proposal on 18 Dec 2023. Geoffrey replied on 20 Dec 2023 that they would review internally and give feedback in a couple of weeks.
18 Dec 2023 Onboarding: booking the connector working sessionCallie Brennan asked Aisha Rahman for written system access, an IT approver and first users before a working session. Aisha chose Thursday morning, is still waiting on IT access and has not named a second admin.
15 Dec 2023 Invoice for the order formNell Ashcombe sent invoice INV-081-0001 to Bryony Searle on 15 Dec 2023: £12k net, £14k gross, due 14 Jan 2024. A billing thread with no customer response in it.
14 Dec 2023 Invoice for the Starter implementationNell Ashcombe sent Claire Haddon the invoice for the Starter implementation, issued 14 Dec 2023 and due 13 Jan 2024. Purely billing; there is no customer response in the thread.
15 Dec 2023 Order form for signaturePhilip Annear returned the signed order form on 15 Dec 2023, one day after the 14 Dec 2023 target, and asked what will be billed and when. Tom Ashdown confirmed the first invoice goes to Bryony on 30-day terms.
12 Dec 2023 Order form for signatureTom Ashdown sent the Starter order form for signature. Rob Ellery had not read it and wants his operations manager to check the connectors first, asking what day one delivers and how soon.
7 Dec 2023 Brackwell kickoff: what we agreed and what I need nextCallie Brennan recaps the 7 Dec 2023 kickoff and asks Liam Doherty and Aisha Rahman for written source access, a named admin and an account list. No customer reply in the thread.
13 Dec 2023 Onboarding session: getting a date in the diaryOn 11 Dec 2023 Aisha Rahman says she cannot find the credentials option for the first source and that Liam is tied up. Callie Brennan books a session at 10:00 and asks for written access details first.
1 Dec 2023 Subscription invoice for the first yearBilling thread: Nell Ashcombe sent Joanne Platt the first-year subscription invoice, £20k net and £23k gross, issued 1 Dec 2023 and due 31 Dec 2023. No customer response in the thread.
4 Dec 2023 Follow-up: where we've got toTom Ashdown, with VP Sales Owen Tallis copied, said the Starter deal total cannot move and asked for a decision by 13 Dec 2023. Rob Ellery accepted the total but would not commit to a date until he has met Jenna.
30 Nov 2023 Getting the kickoff in the diaryCallie Brennan books the Brackwell kickoff for Thursday on 30 Nov 2023 and lists the access she needs. Liam Doherty agrees, but the call recorder needs IT sign-off and may take a day or two.
28 Nov 2023 Subscription invoiceNell Ashcombe told Glenys Routledge the £20k subscription invoice is ready, with payment due Thursday 28 December 2023. Logistical billing thread with no customer response.
24 Nov 2023 Invoice INV-104-0002Nell Ashcombe sent Pamela Lyall the first annual Starter invoice for up to 15 users: £23k including VAT, due 24 Dec 2023. Billing thread only. There is no customer response in the thread.
24 Nov 2023 Discovery callLogistical sales thread. Tom Ashdown asked Dan Firth on 24 Nov 2023 for a discovery call to understand the data setup. There is no customer response in the thread.
21 Nov 2023 Pricing discussionAfter Tom Ashdown brought in Owen Tallis on pricing, Toby Lister said Fiona Ingham wants to know if the annual fee has any flexibility and whether a shorter initial term is possible. The Starter proposal is still open.
20 Nov 2023 Our first invoice to Brackwell FreightNell Ashcombe sends Joanne Platt, Accounts Payable Manager, the first invoice: net £6,000, VAT £1,200, gross £7,200, due 20 Dec 2023. This is a billing thread and there is no customer response in it.
16 Nov 2023 Where we've got to on the Growth proposalTom Ashdown recapped the 16 Nov 2023 call on the £55k Growth proposal. Kerensa Trelease backed the use case and left price and terms to Philip Annear, who has not replied in the thread.
15 Nov 2023 Invoice for Starter implementationNell Ashcombe sent Glenys Routledge the implementation invoice INV-181-0001 for £6,000 plus £1,200 VAT, due 15 Dec 2023. Logistical billing thread with no customer response.
17 Nov 2023 Discovery sessionTom Ashdown asked Natasha Pryor, Head of Housing Data, for a discovery session after a call. She agreed to next week and preferred mornings. The thread is logistical and shows early sales engagement.
16 Nov 2023 Brackwell order form for signatureTom Ashdown sends Mark Siddall the Starter tier order form with a deal total of £26k, covering implementation and subscription. Mark says it looks right and his finance director is reading it before he signs.
13 Nov 2023 Invoice INV-104-0001Nell Ashcombe sent Pamela Lyall the first invoice for the Starter setup, £7,200 including VAT, due 13 Dec 2023. Billing thread only. There is no customer response in the thread.
16 Nov 2023 Proposal and security discussionChris Openshaw, Managing Director at Trevanion Marine, held back on the Starter proposal until BB-Demo explains its data security approach. Tom Ashdown answered and offered a security review call. No customer reply follows.
13 Nov 2023 Webinar invitation: seeing accounts, tickets and calls togetherNell Ashcombe invites Mark Siddall to an online BB-Demo webinar on Thursday 16 November 2023 about seeing accounts, tickets and calls together. This is an event invitation. There is no customer response in the thread.
11 Nov 2023 Invitation: BB-Demo webinar this ThursdayNell Ashcombe invited Craig Paterson to a BB-Demo webinar on Thu 16 Nov 2023, asking him to share what the brain is like to live with. There is no customer response in the thread.
10 Nov 2023 Order form for signatureTom Ashdown sent Ronald Hetherington the order form: £26k including a four-week implementation. Ronald, the Managing Director, returned a signed copy under an hour later on 10 Nov 2023.
10 Nov 2023 Invitation: BB-Demo webinar on 16 Nov 2023Nell Ashcombe invites Yasmin Chaudhry, Data Protection Officer, to a BB-Demo webinar on 16 Nov 2023 and asks for her views on the Snowflake framing. No customer response in the thread.
17 Nov 2023 Follow-up: proposal for Hollins TarrantRob Ellery had not read the Starter proposal and asked what he would be paying for and whether the total is yearly. Tom Ashdown explained it includes implementation and the first year. Rob wants Jenna Price to review a breakdown.
13 Nov 2023 Order formNell Ashcombe sent the Starter order form at £26k for the first year. Derek Imrie signed on 13 Nov 2023 and Nell handed implementation to the customer success manager.
9 Nov 2023 Demo on your own data: schedulingLogistical thread: Tom Ashdown offers demo slots and Fiona Drummond picks Thursday morning at 10:30, bringing three relationship managers and the operations director.
7 Nov 2023 Invitation: BB-Demo webinar on Thursday 16 November 2023Nell Ashcombe invited Valerie Okon to a BB-Demo webinar on 16 Nov 2023 for finance and commercial leaders in contracting. No customer response in the thread.
7 Nov 2023 Following up on our chatTom Ashdown offered Naomi Fordham, Head of Operations at Pelham Rowe Insurance Brokers, a demo on her own data after a call. Naomi replied on 7 Nov 2023 that they would definitely like to see it.
8 Nov 2023 Brackwell Freight and BB-Demo: next steps on the Starter orderSales thread ahead of the Starter order. Joanne Platt sets out invoice requirements for matching to the purchase order. Liam Doherty still owes the list of four connectors. Signing target is 17 Nov 2023.
5 Nov 2023 BB-Demo webinarNell Ashcombe invited Neil Entwistle to a free BB-Demo webinar on 16 Nov 2023. This is a logistical invitation and there is no customer response in the thread.
4 Nov 2023 Invitation: BB-Demo webinar on ThursdayNell Ashcombe invited Rhian Morgan to a BB-Demo webinar on Thursday 16 Nov 2023 about customer success, sales and finance asking questions of the same data layer. No customer response in the thread.
3 Nov 2023 Discovery call, Pelham Rowe Insurance BrokersSales thread from 2 to 3 Nov 2023. Tom Ashdown asks Naomi Fordham for a chat about bringing client data together from different systems. She agrees and Tom proposes Monday morning. Scheduling only.
31 Oct 2023 BB-Demo webinarNell Ashcombe invited Toby Mellor to an online webinar on Thursday 16 November 2023 for finance and operations teams. This is a marketing invitation and there is no customer response in the thread.
31 Oct 2023 Brackwell Freight: finding time to talk termsOn 31 Oct 2023 Liam Doherty agrees a Thursday 10:00 terms call with Brackwell's finance director and asks to see BB-Demo's material the day before. He wants the focus on users and connectors.
29 Oct 2023 Invitation: BB-Demo online webinarNell Ashcombe invited Resourcing Coordinator Nadia Bashir to an online BB-Demo webinar on Thursday 16 November 2023. This is an event invitation; there is no customer response in the thread.
29 Oct 2023 Invitation to our webinar on Thursday 16 Nov 2023Nell Ashcombe invited Phil Royston, Purchasing Manager, to a 16 Nov 2023 webinar on how the company brain is built and run. There is no customer response in the thread.
27 Oct 2023 Demo, Carnwath HaulageSales thread from 24 to 27 Oct 2023. Tom Ashdown offers Andy Brownlie a demo of the brain on Carnwath's data. Andy agrees and asks for Tuesday or Wednesday. Tom confirms Wednesday. Scheduling only.
26 Oct 2023 Following up on our discovery callTom Ashdown pencils in Starter after discovery, with an unconfirmed £24k in his notes. Fiona Drummond wants a decision by 26 Jan 2024 and a demo on Kelvinhaugh's own scheme data first.
26 Oct 2023 Follow-up: proposal for the brainTom Ashdown sends Liam Doherty a Starter proposal. Liam likes it and asks what implementation demands and what happens beyond 15 users. Tom answers and targets order form signature by 17 Nov 2023.
24 Oct 2023 Thanks for the demo – next steps for Hollins TarrantAfter the demo, Tom Ashdown offered a Starter proposal and copied Tobias Renwick on security. Rob Ellery called the demo useful, asked what it costs and how soon value shows, and wants a decision by 13 Dec 2023.
18 Oct 2023 Finding a time for the proposal walkthroughLiam Doherty agrees to the proposal walkthrough on Thursday at 10:00 and asks for the draft proposal and security detail beforehand. A scheduling thread with a positive tone; no objections raised.
18 Oct 2023 Demo of the brainTom Ashdown asked for a demo on a sample of Hollins Tarrant's own data. Jenna Price replied that early next week suits, probably Tuesday afternoon, and asked to park detail until after the demo.
18 Oct 2023 Training session for the client relationship teamCallie Brennan proposes an hour's training for the client relationship team. Matthew Grice offers two slots but says it may be just two or three people, as most of the team have not logged in yet.
13 Oct 2023 Discovery call: finding a timeLogistical thread from 13 Oct 2023: Tom Ashdown and Fiona Drummond agreed a Tuesday 10:00 discovery call. Fiona will bring two relationship managers, and IT is not needed yet.
13 Oct 2023 Proposal call, next week?Logistical thread: Tom Ashdown asked Toby Lister for 30 minutes to walk through a proposal, and Toby agreed to Wednesday at 10:00. No views on the proposal itself are given.
13 Oct 2023 Follow-up: demo on your own dataAfter the demo on Brackwell's own data, Aisha Rahman asks about refresh timing and admin training. Liam Doherty wants the depots on it, a simple proposal for Gareth, and a decision by Friday 17 November 2023.
11 Oct 2023 Following up on the demoShirley Bowman said Stainmore Haulage is definitely interested after the demo and offered Tuesday or Wednesday afternoon for Tom Ashdown to present a proposal and walk through the brain.
5 Oct 2023 Onboarding: access and mapping sessionSukhvinder Dhillon says IT want a security sign-off before releasing credentials to a third party and he cannot give a date. Callie Brennan offers a note on what the connector reads and holds the mapping session.
3 Oct 2023 Getting the demo in the diaryTom Ashdown proposes demo slots to Liam Doherty on 3 Oct 2023 and asks for a customer contract to build around. There is no customer response in the thread. Starter allowances for the depots are still unconfirmed.
29 Sep 2023 Onboarding: next steps and accessCallie Brennan lists open onboarding points to Sukhvinder Dhillon: written connector access, a user list and a mapping date. She cannot start the first refresh until access arrives. No customer reply in this thread.
2 Oct 2023 Following up on Thursday's demoAfter the 28 Sep 2023 demo on their own excursion tickets, Dan Hosken asked who sets up connections, how fresh the data is each morning and what happens to data on exit. Tom Ashdown answered on 2 Oct 2023.
26 Sep 2023 Following up on your support ticketMatthew Grice says scheme data is not appearing, clients are asking for summaries and he is worried. Callie Brennan chased the open ticket. He asks for a fix today and points to Sukhvinder, who set up the connection.
25 Sep 2023 Demo on your own data: finding a slotMainly scheduling: Tom Ashdown asks for demo dates and Kerensa Trelease proposes Thursday afternoon the week after. She also asks which excursion tickets will be used, so her team leads know.
25 Sep 2023 Quick chat about Trevanion MarineTom Ashdown approached Ian Nuttall on 25 Sep 2023 about a single place to ask questions across data and systems. Ian replied within the hour that it sounded interesting. Tom then proposed a call later that week.
22 Sep 2023 Brackwell: notes from discovery and next stepsAfter the 21 Sep 2023 discovery call, Liam Doherty accepts the recap and the Starter tier, with a 17 Nov 2023 signing target subject to finance. He asks whether Starter will be enough if more depots want in.
19 Sep 2023 Setting up a discovery callTom Ashdown asks Liam Doherty for a forty-five-minute discovery session after an earlier chat, offering three slots. There is no customer response in the thread.
20 Sep 2023 Demo appointmentLogistical sales thread: Tom Ashdown asked to visit and show Shirley Bowman the brain on her traffic office data; Shirley offered Monday or Tuesday and Tom confirmed Monday at 10:00.
15 Sep 2023 Onboarding session: finding a timeCallie Brennan asked for a session slot, CRM connector credentials in writing and the first users. Sukhvinder Dhillon offered early next week but cannot promise credentials until IT is consulted.
18 Sep 2023 Demo follow-up and your questionsAfter the demo, Dan Hosken asks what happens to the nightly refresh when a source is down and who sets up connectors. Kerensa Trelease says fresh excursion data matters most and wants a second session.
20 Sep 2023 Starter proposalTom Ashdown sent Marchbank Couriers a Starter proposal at £26k for the first year. Derek Imrie said they want to move forward but must settle payment terms before signing.
14 Sep 2023 Discovery call, Carnwath HaulageSales thread from 12 to 14 Sep 2023. Tom Ashdown asks Andy Brownlie for a discovery call about data across fleet and operations. Andy offers Thursday afternoon and Tom confirms 14:00. Scheduling only.
11 Sep 2023 Onboarding session: when suits youLogistical thread: Callie Brennan and Sukhvinder Dhillon agree a two-hour onboarding session on Tuesday at 14:00. Sukhvinder notes he is the only person who will run this day to day.
8 Sep 2023 Kickoff follow-up and access for the first refreshCallie Brennan set out access needs. Sukhvinder Dhillon supplied read-only access for the case management system and document store. The mailbox source is held until Yasmin Chaudhry confirms the data protection position.
5 Sep 2023 Payment reminder, overdueNell Ashcombe chased Sue Ditchfield, Finance Manager, about invoice INV-093-0002, overdue since 22 Jul 2023. There is no customer response in the thread.
30 Aug 2023 Your first invoice from BB-DemoNell Ashcombe wrote to Paula Mortimer ahead of the first Starter invoice: £20k net, £23k total, due 29 Sep 2023. The thread holds no customer reply, so receipt is not confirmed.
1 Sep 2023 Starter proposal for Ambrose KellAfter a demo, Nell Ashcombe sent Ambrose Kell a Starter proposal. Finance Director Priti Priestley asked whether the fee covers training her team; Nell confirmed the four weeks include training and documentation.
25 Aug 2023 Kickoff call: finding a timeLogistical thread: Callie Brennan offers kickoff slots and Harjit Bains picks Wednesday at 10:00. He asks for a note listing the sources beforehand so he can describe it accurately to the client.
22 Aug 2023 Follow-up from our callTom Ashdown thanked Toby Lister for the 22 Aug 2023 call and promised a demo on Penvarra Digital's own systems. Toby replied the same day that he was interested in seeing HubSpot and the help desk handled together. Logistical follow-up, early stage.
21 Aug 2023 Onboarding: first refresh and user setupOnboarding thread: Callie Brennan confirmed the first refresh and provisioned all 15 Starter users. Neil Entwistle confirmed all 15 could log in. A team walkthrough was promised.
17 Aug 2023 Your first invoice from BB-DemoNell Ashcombe sent Paula Mortimer the first invoice on 17 Aug 2023: net £6,000, VAT £1,200, gross £7,200, due 16 Sep 2023. Billing thread; no customer response in the thread.
21 Aug 2023 Following up on our discovery callAfter the discovery call Tom Ashdown pencilled the Growth tier at a £55k total deal value. Finance Director Philip Annear asked who would use it and what it saves, and wants something concrete.
15 Aug 2023 Order form ready for your signatureNell Ashcombe sent the Starter order form stating £26k. Elaine Turvey says the terms are comfortable and she will sign on 16 Aug 2023. She wants a usage review after the first few months to justify the spend to the board.
15 Aug 2023 Payment reminder, urgentOn 14 Aug 2023 Nell Ashcombe called the payment, due 22 Jul 2023, significantly overdue. Sue Ditchfield replied on 15 Aug 2023 citing a payment processing issue and promising clearance by the end of the week.
9 Aug 2023 Discovery call: finding a timePurely logistical thread: Tom Ashdown asks for a discovery call slot and Kerensa Trelease agrees to Friday morning, bringing an account manager. No commercial position is stated.
10 Aug 2023 Kickoff follow-up and next stepsAfter the kickoff, Callie Brennan asked for the call recorder API key. Neil Entwistle sent it from IT the next day. Callie confirmed the connection mapped cleanly and the first refresh would land by 07:00. Setup logistics.
8 Aug 2023 Following up on our quarterly reviewAfter the review, Douglas Baird, the Chief Operating Officer, said it was the first time he had seen usage in terms he could take to the trustees. He is open to other teams benefiting but wants Imogen Hartley's view first.
2 Aug 2023 Ardenmore proposal and next stepsTom Ashdown recaps the Starter proposal at £26k for the deal, targets signature by 16 Aug 2023 and introduces Nell Ashcombe. Paula Mortimer lists invoicing needs; Elaine Turvey is to confirm sign-off.
1 Aug 2023 BB-Demo Starter subscription: first invoiceNell Ashcombe sent Sam Yates invoice INV-012-0002 on 1 Aug 2023: £18k net plus £3,510 VAT, due 31 Aug 2023. Daniel Okafor is named as CSM. No customer response in the thread. Billing logistics.
2 Aug 2023 Setting a date for our quarterly reviewDaniel Okafor and Imogen Hartley agreed a quarterly review for Monday morning. Imogen will bring Douglas Baird and Craig Paterson and asked for plain slides on what the team actually does with the brain.
31 Jul 2023 Payment reminderOn 31 Jul 2023 Nell Ashcombe chased Sue Ditchfield for INV-093-0002 (£21k including VAT), due 22 Jul 2023 and not yet received. There is no customer response in the thread.
3 Aug 2023 Payment reminderNell Ashcombe chased INV-093-0001 (£7,200, due 9 Jul 2023) again on 31 Jul 2023. Sue Ditchfield replied on 3 Aug 2023 that she was checking with accounts and expected it processed by the end of the week.
31 Jul 2023 Setting up the brain: kickoff callCallie Brennan asked Operations Director Sarah Hollis for CRM API credentials and the team's most common questions before the refresh. Sarah confirmed Wednesday at 14:00 and said Neil would join. Scheduling thread.
26 Jul 2023 Finding a time to talk through the proposalElaine Turvey agrees to talk again but will not be rushed. She wants to know who in the client-relationship team would actually use it before taking anything to the board.
20 Jul 2023 Scheduling onboarding kickoffCallie Brennan asked Kayleigh Roberts for time in the week of 20 Jul 2023 or the following week to start implementation and check connector set-up. Logistical thread; no customer response.
17 Jul 2023 Payment reminder: INV-093-0001Nell Ashcombe chased Sue Ditchfield on 17 Jul 2023 for INV-093-0001 (£7,200), due 9 Jul 2023 and unpaid. There is no customer response in the thread.
17 Jul 2023 Implementation invoiceBilling thread: Nell Ashcombe sent Sam Yates the implementation invoice, £6,000 net plus £1,200 VAT, due 16 Aug 2023. No customer response in the thread.
12 Jul 2023 Order form: ready for signatureNell Ashcombe sent Elliot Allott the order form on 12 Jul 2023, covering implementation and the first-year subscription. Elliot, the Chief Operating Officer, returned it signed two hours later. Logistical thread.
7 Jul 2023 Time to go through the proposalTom Ashdown asks Harjit Bains for a half-hour call early the following week to go through the proposal he is picking up from Nell. Logistical thread; no customer response in the thread.
7 Jul 2023 Let's talk about the brainTom Ashdown suggested the brain could help Ouseburn manage content and client projects. Erin Milburn, Operations Director, accepted a call on Wednesday and Tom proposed 14:00. A logistical thread.
29 Jun 2023 Following up on the demoAfter the demo, Matthew Grice asked about data storage and time to connect systems. Nell Ashcombe answered with Tobias Renwick's explanation. Matthew aims to give a view before the middle of August.
28 Jun 2023 Commercial terms: budget checkNell Ashcombe has drafted commercial terms and asks Elliot Allott, COO, whether finance needs to see them. Elliot says he will speak to the finance director the next day. No decision yet.
3 Jul 2023 Catching up on how the team is finding the brainDaniel Okafor asked Imogen Hartley for a check-in call. She replied that relationship managers have taken to the brain and wants to discuss other teams using it. Daniel agreed a Tuesday morning call.
26 Jun 2023 Setting up a demoNell Ashcombe set up a demo with Harjit Bains, who asked to see the scheme record, open member queries and recent contact in one place. Demo agreed for Thursday at 14:00. Largely logistical.
22 Jun 2023 Invoice, subscriptionNell Ashcombe sent Sue Ditchfield invoice INV-093-0002 for 12 months of Starter from 22 Jun 2023: £18k plus £3,510 VAT, total £21k, due 22 Jul 2023. No customer response in the thread.
22 Jun 2023 Onboarding session confirmedLogistical confirmation thread. Tobias Renwick confirms the first onboarding session for Thursday 22 June 2023 at 10:00. Toby Underwood acknowledges the invite and looks forward to it.
15 Jun 2023 Onboarding schedulingLogistical scheduling thread. Tobias Renwick asks to book the first onboarding call within a couple of weeks. Toby Underwood agrees, prefers mornings and will send dates.
15 Jun 2023 Proposal: next stepsNell Ashcombe asked Sarah Hollis for a call to walk through a proposal for the brain at Corriemoor Foods. Sarah agreed and offered Thursday afternoon. The thread is mostly scheduling.
9 Jun 2023 Invoice, implementationNell Ashcombe sent Sue Ditchfield, Finance Manager at Garrow Lusk, invoice INV-093-0001 for implementation: £6,000 plus £1,200 VAT, total £7,200, due 9 Jul 2023. No customer response in the thread.
8 Jun 2023 Onboarding session with TobiasLogistical onboarding thread. Tobias Renwick asks Toby Underwood for a separate session on data connectors and the admin panel. Toby agrees to next week and will confirm a time after checking with Ed.
12 Jun 2023 Demo, Ouseburn MediaNell Ashcombe offered Erin Milburn a walkthrough of the brain on Ouseburn's data. Erin suggested Thursday at 10:00 and Nell confirmed, promising a calendar invite and prep document. Logistical thread.
8 Jun 2023 Order form for signatureNell Ashcombe sent Anthony Garrow the Starter order form with a deal value of £24k. Anthony said he was happy with the terms and would sign the same day. The signed copy itself is not in the thread.
1 Jun 2023 Kickoff call for BrindlecoteLogistical thread: Tobias Renwick proposed a kickoff call and Ed Duckworth accepted 10:00 on the Thursday. Tobias will send an invite and documentation and cover technical questions on connecting to the customer's systems.
1 Jun 2023 Invoice for Brindlecote: annual subscriptionBilling email: Nell Ashcombe sent Zoe Nuttall invoice INV-011-0002 for the first year of the Starter subscription, £20k net, due 1 Jul 2023. There is no customer reply in the thread.
25 May 2023 Training: on-site sessionLogistical thread: Tobias Renwick asks Kenny Lockhart for a time for the on-site training session. Kenny replies that a few weeks from now suits and the team will be ready. No date is fixed.
22 May 2023 Invoice for Brindlecote implementationBilling email: Nell Ashcombe sent Zoe Nuttall invoice INV-011-0001 for the implementation, £6,000 net, due 21 Jun 2023. There is no customer reply in the thread.
19 May 2023 Order form for signatureNell Ashcombe sent the Starter order form to Ravi Atherton, who replied two days later that it was signed and returned. The email describes monthly billing from June, which later invoices do not obviously match.
19 May 2023 Let's have a quick chatNell Ashcombe pitched a discovery call on reducing manual tenant and property data work. Amy Tebbutt replied she would like to explore it, and Nell proposed a forty-five minute call at 10:00 next Tuesday.
15 May 2023 Training session for the scheme-relationship managersImogen Hartley asked for a hands-on training session for six or seven relationship managers plus Craig, on Wednesday or Thursday afternoon. Tobias Renwick proposed Thursday for an hour and a half.
10 May 2023 Follow-up: Starter proposalNell Ashcombe confirmed a Starter deal for Brindlecote Insurance Brokers at £26k for implementation and first year. Ed Duckworth agreed the same day and Ravi Atherton said the order form would be signed straightaway.
11 May 2023 Onboarding kickoff: schedulingLogistical thread: Tobias Renwick arranges the onboarding kickoff with Scott Galbraith. Scott replies and Friday afternoon is agreed. Agenda covers the security checklist, connector setup and first refresh timeline.
8 May 2023 Catching up on the Starter proposalNell Ashcombe asked Anthony Garrow, Managing Director at Garrow Lusk, for a call on the Starter proposal. Anthony offered tomorrow afternoon or Thursday morning and leaned towards Thursday. Logistical thread.
5 May 2023 Scheduling negotiation callLogistical thread. Nell Ashcombe asks Ravi Atherton for a call to go through the contract before signing, and Ravi replies that Tuesday or Wednesday next week suits, mornings preferred.
27 Apr 2023 Follow-up on onboardingTobias Renwick followed up after a call on dashboard setup. Scott Galbraith replied that all is good so far and he will say if he hits snags. Short, positive, no request made.
25 Apr 2023 Proposal for BrindlecoteNell Ashcombe sent a Starter tier proposal after the demo. Ravi Atherton says it looks straightforward, has questions on timeline and support terms, and wants to move toward signing.
21 Apr 2023 Onboarding session: refresh timing and follow-upTobias Renwick confirmed in writing that the nightly refresh should complete by 07:00 each business day. Craig Paterson agreed to send a console baseline and asked for notice before any change, noting wider decisions are not his.
20 Apr 2023 Getting Tannahill set upTobias Renwick checked in on Starter setup. Scott Galbraith said the helpdesk is integrated but they have a few permissions questions and asked for a call. Tobias promised times that afternoon.
14 Apr 2023 Onboarding session: connector walkthroughTobias Renwick asked Craig Paterson to book the connector walkthrough. Craig agreed to Wednesday after 10:00, ruled out Monday and Tuesday for month-end scheme runs, and will check security needs with IT.
12 Apr 2023 Demo scheduled for BrindlecoteLogistical thread. Nell Ashcombe offers a one-hour demo on Brindlecote's own data sample, and Toby Underwood asks for Thursday afternoon and checks whether they need to prepare.
6 Apr 2023 Invoice INV-103-0002Logistical billing thread: Nell Ashcombe sent Linda Gourlay invoice INV-103-0002 for the first year of the Starter subscription, £18k net (£21k with VAT), due 6 May 2023. No customer response in the thread.
3 Apr 2023 Annual subscription invoice for LornefieldLogistical billing note: Nell Ashcombe issued the annual Starter invoice of £20k net, £23k gross, due 3 May 2023, covering 15 licensed users. There is no customer response in the thread.
29 Mar 2023 Brindlecote: next stepsAfter a first conversation, Nell Ashcombe asks Ed Duckworth for sample claims and renewals data. Ravi Atherton, COO, says he is quite interested but will review contract and pricing with finance before signing.
24 Mar 2023 Implementation invoiceLogistical billing thread: Nell Ashcombe sent Linda Gourlay invoice INV-103-0001 for the implementation, £6,000 net (£7,200 with VAT), due 23 Apr 2023. There is no customer response in the thread.
28 Mar 2023 Order form for signatureNell Ashcombe sent Moira Sinclair the Starter order form at £24k for implementation and the first year. Moira has terms questions and wants a call before signing. The thread ends with a call offered, no signature.
20 Mar 2023 Invoice for Lornefield: payment detailsLogistical billing note from Nell Ashcombe to Morag Lindsay with the first invoice of £6,000 net, £7,200 gross, due 19 Apr 2023. There is no customer response in the thread.
16 Mar 2023 Lornefield order form for signatureNell Ashcombe sent Douglas Baird the Starter order form on 15 Mar 2023 with a deal total of £26k. Douglas said the draft reads as discussed but wants to read it once more before signing. The thread shows no signature.
3 Mar 2023 Negotiation follow-up - LornefieldImogen Hartley is comfortable on the data side but wants day-to-day connector ownership written down. Finance needs the contract period on each invoice. Nell Ashcombe agreed both and kept the 17 Mar 2023 signature date.
24 Feb 2023 Time to talk through termsNell Ashcombe asks Douglas Baird, Chief Operating Officer, for a call on commercial terms. He accepts Tuesday at 10:00 and wants clarity on commitments and timetable to take to his colleagues.
10 Feb 2023 Proposal follow-up - LornefieldNell Ashcombe followed up the Starter proposal. Douglas Baird, the COO, said it answered most of his questions and asked for a short note on connectors to show the trustees. Imogen Hartley is to review the technical detail.
1 Feb 2023 Proposal conversationLogistical sales thread: Nell Ashcombe proposes a walkthrough of the proposal. Imogen Hartley arranges Douglas, who will sign, for Wednesday morning and asks for the plain version first.
23 Jan 2023 Follow-up after the Lornefield demoSales thread after the demo. Craig Paterson, the scheme systems administrator, asks about nightly refresh timing, credential access and connector retry. Nell Ashcombe says Tobias Renwick will answer and a proposal follows.
19 Jan 2023 Following up on the brain for supportSales follow-up from 2023: Nell Ashcombe asked Kenny Lockhart for a call to show the brain to his support team. Kenny said next week was tight and offered the week after, pending team checks.
13 Jan 2023 Scheduling a demo for LornefieldNell Ashcombe set up a demo of the brain on Lornefield's own data. Imogen Hartley accepted for Thursday afternoon, asked it to start with the Monday reconciliation and will bring a manager and Craig.

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

Data	Records
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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

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