9 Oct 26Proposal
Jordan Pike presented Growth to Vanessa Guerrero and CFO Travis Whitaker. They are positive but find end of November tight. Several figures and terms stated on…
9 Oct 26Qbr
Copperwick's CFO Mike Delaney questioned paying for forty seats with under nine active users and asked for a one-page ROI before any renewal talk. Usage and…
8 Oct 26Demo
Theo Gallagher demoed search, scheme pages and dashboards to Eilidh Rutherford, who said she was ready to proceed. The proposal is still to come, with a…
8 Oct 26Proposal
On 8 Oct 2026 Karl Tennison and Anne Kirkhope said Starter is right for them. Sophie Ling quoted year one pricing, but the stated total does not match its…
8 Oct 26Qbr
At the 8 Oct 2026 QBR, CFO Thomas Schumacher questioned paying for 150 licences with about forty active and asked for a named plan. Usage is nearly double the…
7 Oct 26Demo
Demo of the brain on merchant data to Lotte Vermeulen on 7 Oct 2026. She said she was impressed and asked the price. Matteo Ricci recommended Growth at £50,000…
7 Oct 26Discovery
Scheldevaart Logistics' Head of Insight and Managing Director described hours lost joining Salesforce, customs, email and SharePoint data by hand. Sophie Ling…
7 Oct 26Discovery
Harbrook Utility Services described manual reconciliation across Salesforce, dispatch, Xero and Gong. Sophie Ling positioned Enterprise for sixty to seventy…
6 Oct 26Discovery
Donna Ibbotson, Head of Insight, described customer data spread over four or five systems and an FCA audit need. Harvey Doyle recommended Enterprise, quoted…
6 Oct 26Kickoff
Ardcarne's Chief Data Officer wants one trusted view of each broker firm. She starts small, expects usage to grow in a controlled way, and asked what happens…
6 Oct 26Win back
Douglas Baird and Fiona Mackie asked Nell Ashcombe for termination terms, fit with the group standard and a one-page case. No contract is live; Fiona cannot…
6 Oct 26Win back
Douglas Baird says the group standard platform has not served Lornefield on member queries or trustee calls. With the group's Integration Director, Fiona…
5 Oct 26Proposal
On the 5 Oct 2026 proposal call, Lydia Ashurst said Jonathan is ready to move forward at Growth. Lewis Kerr quoted £62,000 all-in for the first year, with an…
5 Oct 26Check in
On the 5 Oct 2026 check-in, Vikram Sethi said only about ten core people use the brain and the wider team has not taken to it. Elena Novak proposed an on-site…
5 Oct 26Check in
Tomasz Wiśniewski reported good adoption, no tickets in the last month and steady usage, with a fair share of the 160 seats quiet. Four actions were agreed,…
5 Oct 26Qbr
Brenneck Pay's QBR on 5 Oct 2026 showed growing but narrow use. The COO wants a board-ready value example and written exit wording before renewal on 3 Feb…
5 Oct 26Negotiation
Brenneck Pay's COO will not sign the Growth to Enterprise expansion until security and procurement conclude. The 7 Oct 2026 close date was dropped and the…
5 Oct 26Proposal
Proposal call with Jun Tan and CFO Hao Goh. Growth tier quoted at £50,000 a year plus £12,000 implementation. Hao asked about renewal price, support and exit…
5 Oct 26Negotiation
On 5 Oct 2026 Kilcarra Medical's CFO asked for flexibility on cost. Matteo Ricci offered fifty percent off the Starter subscription for three months. Conor…
2 Oct 26Proposal
Proposal call on a company-wide Enterprise deal. Privacy and security review must come before any signature. The £155,000 is total deal value with…
2 Oct 26Negotiation
Negotiation on a Starter proposal. Finance Director Sarah Northcott wants something under twenty-five; Owen Tallis offered up to 20% off the subscription for…
2 Oct 26Proposal
Held 2 Oct 2026. Chief Operating Officer Gregory Hasselbeck has no objection to the scope of the £12,000 branch and patient-services expansion if privacy and…
1 Oct 26Proposal
Matteo Ricci presented a Starter proposal: £22,000 annual fee, £6,000 implementation, live in four weeks. Katharina Richter and Jörg Zimmermann asked sensible…
1 Oct 26Proposal
On the 1 Oct 2026 proposal call, Beth Venn said finance had signed off on the Growth terms Harvey Doyle quoted and that signing before the end of November…
1 Oct 26Renewal
Renewal call on 1 Oct 2026. Siân is leaning yes on condition of a measured value case. Mandy wants the seat count and ledger reconciliation clean. Graham was…
1 Oct 26Discovery
Oliver Pennock and Maxine Ojo, the Chief Executive, described about thirty schemes with data split across four systems. Sophie Ling suggested Growth, and…
1 Oct 26Security review
Security review on 1 Oct 2026: Euan Rattray is minded to accept the just-in-time access design as evidenced, but keeps the post-incident finding open until…
1 Oct 26Proposal
Matteo Ricci took Fiona Gledhill, Chief Operating Officer, through the Growth proposal on 1 Oct 2026. She called it reasonable and will review. Access control…
1 Oct 26Demo
Anders Bech watched the brain run on Strandvig's own Salesforce and call data and recognised the manual work it replaces. He asked for a proposal and said he…
1 Oct 26Check in
Ed Duckworth reports steady, growing use by the renewals team with no issues. Daniel Okafor floated Growth for operations; Ed will talk to Ravi but made no…
30 Sep 26Proposal
Proposal call with Wendover Kast's COO and VP Agency Operations. Frank Delgado put the security review first and asked for a reference. Target signature is 8…
30 Sep 26Qbr
At the 30 Sep 2026 QBR Gareth Whitlam again asked what £44,000 a year buys with under four of forty users active. One analyst carries the brain, and he is not…
29 Sep 26Discovery
Ashtonbury Housing's operations director and COO described manual cross-system reporting and a need for at-a-glance KPIs. Tom Ashdown pitched Starter; the…
29 Sep 26Qbr
Natasha Pryor asked for a defensible value case and a straight account of two high priority tickets, one a refresh that finished after seven. She also wants…
28 Sep 26Demo
Hannah Lowe demoed the brain on Ashby Moor Housing's Salesforce and housing system data. Michelle Bancroft said she is ready to move forward, and Lewis Kerr…
28 Sep 26Check in
Stefanie Lange says broker management is using the brain more than expected and nothing is unstable. Claims adoption is slower. She agreed to a quarterly QBR;…
28 Sep 26Check in
On 28 Sep 2026 Allison Pereira asked for the renewal timeline and a by-client usage view to build the value case. Usage is up and she wants more account…
28 Sep 26Demo
Demo of the platform on a sample of Sjöviken's broker and claims data. Linnéa Holmberg said it looked solid and will brief Anders, and Matteo Ricci promised a…
28 Sep 26Check in
Graeme Charlton, CFO, challenged around 28 active users against 150 licensed and asked for a business case before any renewal. He agreed to a finance team…
28 Sep 26Proposal
Ivelbridge's Head of Operations and CFO asked for a lower first-year Growth annual price and email and call connectors bundled in. Lewis Kerr agreed in…
28 Sep 26Demo
Lewis Kerr and Theo Gallagher demoed the brain to Neil Barlow, who called it quite impressive. Lewis quoted sixty-two thousand for year one, which differs from…
28 Sep 26Renewal
Brendan Moran, Clonvara's Chief Operating Officer, questioned paying for forty seats with about ten active users and asked for a line-by-line quote. The…
28 Sep 26Check in
On the 28 Sep 2026 check-in Elliot Kirkby said the brain is working but only business development is enthusiastic. He wants no extra users or connectors and…
28 Sep 26Proposal
Lewis Kerr scoped twenty more Growth users for Harrowden's planners at £8,000 in total plus VAT, co-termed to 4 Jan 2027. Rajesh Mistry will not decide until…
24 Sep 26Proposal
Imogen Hartley, Chief Data Officer, wants the Enterprise expansion to bring claims and compliance into the brain, not more seats. She will sponsor it, is…
23 Sep 26Qbr
Quarterly review with Brimscombe Energy: teams like the brain but Siân Pritchard calls value positive and unmeasured. Active users are in the mid-forties of…
23 Sep 26Qbr
QBR with Brendan Moran and Aoife Tuohy: just under ten active users against forty licensed, steady after a refresher. Brendan wants value evidence and written…
23 Sep 26Check in
Marcus Bell checked in with Luke Oakes on 23 Sep 2026. Luke had no complaints and said the product still does its job, but usage is light at about three…
22 Sep 26Negotiation
Pemaquid's CFO accepted the £4,011 expansion as a small number but pressed on payback. Seven of forty seats are active. Order form due next day, expected close…
22 Sep 26Demo
Second demo for Ed Ingham covering pages, chat, freshness and training. He asked about separating maintenance and finance data; role-based access is an…