Who they are
Insight
As at Fri 9 Oct 2026Josh Penrose is a Senior Consultant at Hollins Tarrant and the early, hands-on B-Viz user. He asks practical questions and has given the Managing Director his main value example. The reads show him as the only active user early on.
Role: Senior Consultant in Bristol, CRM role user, not an admin. His platform account was created on 7 Jan 2024. Jenna Price suggested him as an early user.
Influence: He shapes adoption rather than purchasing. Rob Ellery, the Managing Director, decides on value, and Josh supplied the forgotten-client example with two open roles that Rob said he wanted to hear.
Watch: On 21 Feb 2024 Josh said he was the only one using it, so key-person risk sits with him. The reads do not show later adoption by other consultants, or whether he attended the 18 Apr 2024 webinar.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Hollins Tarrant | Senior Consultant | user | josh.penrose@hollinstarrant.example |
Activity
- 6 Dec 2024ticketData sync – when do CRM updates show in the brain?
- 29 Jul 2024ticketNeed to find all interactions with a client
- 10 Jul 2024ticketHow do I filter clients by sector?
- 18 Apr 2024eventBG-Demo webinar
+11
- 29 Mar 2024email threadInvitation: BG-Demo webinar
- 21 Feb 2024callHollins Tarrant / BG-Demo – Training
- 20 Feb 2024callHollins Tarrant / BG-Demo – Training
- 13 Feb 2024email threadTraining session for the consultants
- 23 Oct 2023email threadThanks for the demo – next steps for Hollins Tarrant
+2
- 23 Oct 2023callHollins Tarrant / BG-Demo – Demo
+2