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Jess Mitchell

Jess Mitchell

Person

Wattlebrook Insurance Services logo Wattlebrook Insurance Services · champion

Jess Mitchell is Wattlebrook's Head of Business Systems and CRM champion. She led the Starter evaluation with the chief executive and now owns the relationship. On 27 Aug 2026 she reported a quieter adoption after a June restructure.

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Who they are

Insight

As at Fri 9 Oct 2026

Jess Mitchell is Wattlebrook's Head of Business Systems and CRM champion. She led the Starter evaluation with the chief executive and now owns the relationship. On 27 Aug 2026 she reported a quieter adoption after a June restructure.

Role: Head of Business Systems in Sydney, recorded as champion in the CRM. She joined discovery on 2 Jan 2026, took the demo and proposal calls, and attended kickoff and onboarding. Her platform user was created on 4 Apr 2026 and is not an admin.

Influence: She works alongside chief executive Mitchell Gallagher, who confirmed the commercial side. Brodie Kennedy is the named admin. Jess asked the value question on the demo call. Her share of questions was 7% over the last 12 months and 5% over the last 90 days.

Watch: On 27 Aug 2026 she attributed the dip to a June restructure and a heavy user moving team. Marcus Bell is to book a training refresher. The evidence does not show a renewal date.

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

AImade from

CRM records

OrganisationTitleRoleEmail
Wattlebrook Insurance ServicesHead of Business Systemschampionjess.mitchell@wattlebrook.example
CRMmade from

Activity

  • 27 Aug 2026callWattlebrook Insurance Services / BG-Demo – Check In Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 25 Aug 2026email threadCheck-in call Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 22 Jul 2026ticketHow do I build a custom dashboard? Jess Mitchell, Olivia GrantWattlebrook Insurance Services logoJess MitchellOlivia Grant
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Philip Nuttall, Lauren Bickerstaff, Sarah Dodds, Kevin Doucette, Bart Huisman, Matthias Gruber, Lorna Cairns, Bas Vermeulen, Danielle Novotny, Glenn Wojcik, Melanie Scaife, Sheila Duffield, Brendan Moran, Ilse Kuipers, Jens Krause, Darnell Whitaker, Vikram Menon, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+44
  • 17 Apr 2026callWattlebrook Insurance Services / BG-Demo – Onboarding Hamza Akhtar, Brodie Kennedy, Jess MitchellWattlebrook Insurance Services logoHamza AkhtarBrodie KennedyJess Mitchell
  • 13 Apr 2026email threadImplementation kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 10 Apr 2026callWattlebrook Insurance Services / BG-Demo – Kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 26 Feb 2026callWattlebrook Insurance Services / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Mitchell Gallagher, Jess Mitchell, Lachlan HutchinsonWattlebrook Insurance Services logoTom AshdownOwen TallisMitchell Gallagher+2
  • 9 Feb 2026callWattlebrook Insurance Services / BG-Demo – Proposal Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 21 Jan 2026callWattlebrook Insurance Services / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Jess Mitchell, Brodie Kennedy, Jess DoyleWattlebrook Insurance Services logoTom AshdownHannah LoweJess Mitchell+2
  • 2 Jan 2026callWattlebrook Insurance Services / BG-Demo – Discovery Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 15 Dec 2025dealWattlebrook Insurance Services – New Tom Ashdown, Jess MitchellWattlebrook Insurance Services logoTom AshdownJess Mitchell
CRMmade from

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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