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Callie Brennan

Callie Brennan

Staff

Implementation Consultant · customer success · reports to Sofia Marchetti · left 28 Mar 2025

Callie Brennan left BG-Demo on 28 Mar 2025. She was an Implementation Consultant in customer success, mainly running onboarding for Enterprise and Growth customers. Her accounts need a successor wherever onboarding was unfinished.

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As at Fri 9 Oct 2026

Callie Brennan left BG-Demo on 28 Mar 2025. She was an Implementation Consultant in customer success, mainly running onboarding for Enterprise and Growth customers. Her accounts need a successor wherever onboarding was unfinished.

Role: Callie was an Implementation Consultant in customer success, based in London, from 5 Jun 2023 until she left on 28 Mar 2025. She reported to Sofia Marchetti.

Book: The counts show 242 calls attended, 172 email threads and 58 tickets assigned across 41 accounts. Ardenmore Pension Administration, Brimscombe Energy and Kelbrook Mutual Insurance carried the most activity.

Evidence: The last reads are March 2025 onboarding calls and threads at Merriott Lyle Distribution, Brimscombe Energy, Strensall Merchants and Duddingston Payroll, plus Starter training at Tarnbeck Insurance Brokers. Customers describe her as clear and thorough, and one called Brimscombe's the smoothest implementation she had done.

Now: Several onboardings were open when she left: a stale branch load and a single admin at Merriott Lyle, an unconfirmed delivery connector at Strensall, and a handover to Daniel Okafor at Duddingston. The evidence does not show who took each account over.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

On record

Updated 9 Oct 26
Organisations0
Calls242
Email threads172
Deals0
Documents41
Events0
Computedmade from

Calls

No calls in the last four weeks.

Callsmade from

Time off

FromToTypeDaysStatus
30 Jan 20253 Feb 2025holiday3taken
27 Jan 202528 Jan 2025sick2taken
2 Jan 20253 Jan 2025holiday2taken
9 Dec 202411 Dec 2024holiday3taken
14 Oct 202418 Oct 2024holiday5taken
8 Aug 202415 Aug 2024holiday6taken
29 Apr 202429 Apr 2024holiday1taken
1 Mar 20247 Mar 2024holiday5taken
22 Jan 202426 Jan 2024holiday5taken
17 Dec 202319 Dec 2023holiday2taken
23 Oct 202324 Oct 2023holiday2taken
18 Sep 202319 Sep 2023holiday2taken
8 Aug 202314 Aug 2023holiday5taken
17 Jul 202318 Jul 2023holiday2taken
3 Jul 20235 Jul 2023sick3taken
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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

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

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