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Ask B2B Brain

Rolling out

Ask your business a question.

“Which quotes over £3,000 haven't been contacted this week?” “Which source generated the most revenue this month?” Type it the way you'd ask a colleague. B2B Brain answers from your own records and shows the list behind the answer, so you can act on it straight away.

This is for you if…

  • You have questions about your business but no time to build reports

  • You don't want to learn filters and pivot tables

  • You want the answer and the list of customers behind it

  • Your team needs quick answers without asking you

The problem

The answer is in your data. Getting it out takes an afternoon.

‘Which quotes are going cold?’ sounds simple. In practice it means exporting, filtering and cross-checking three places. So the question goes unanswered, and the quotes go cold.

  • Reports need setting up before they're useful
  • Filters need knowing which field to use
  • Answers arrive as numbers, not names
  • Only the owner knows where to look

What an unanswered question costs

Worked example
Quotes over £3,000 uncontacted this week
4
Their combined value
£17,300
Time to find them by hand
≈ 25 minutes
Time to ask
5 seconds

Illustrative example.

How B2B Brain solves it

Plain questions. Specific answers. The list to act on.

Ask about follow-ups, quotes, outstanding work, sources, job types, profitability, what changed or why more enquiries were lost. Answers come back as a short explanation with the figures, the customers or jobs behind them, and a link to open each one. It only uses your business's data, and only what your role is allowed to see.

ASK B2B Brain

Example data
Who do I need to follow up today?

5 customers, ranked by value and how long they've waited:

CustomerWhyValue
John SmithQuote, 5 days no contact£6,500
Priya ShahEnquiry, no reply 11 h£1,200
Mark EvansWants to move site visit£2,400
A. PatelQuote follow-up due£3,100
R. GreenJob complete — review—

Answers come from this business's own records, with the items behind them so you can check and act.

What changes in your business

Before and after.

  • Building a report for every question

    Asking the question

  • A number with no names behind it

    The customers and jobs behind every answer

  • Only the owner knows where to look

    Anyone can ask — within their role's permissions

  • Questions saved for the monthly review

    Answered the moment you think of them

A day with it

What Ask B2B Brain looks like in practice.

  1. 08:20

    “Who do I need to follow up today?” — five customers, ranked by value and wait time.

  2. 13:10

    “Show me roofing leads from Facebook” — 9 leads, 2 won, average £1,150.

  3. 16:40

    “How much work is outstanding?” — £43,800 across quotes sent and jobs scheduled.

  4. Friday

    “What changed this week?” — enquiries up 18%, response time down to 24 minutes.

Why it works better inside B2B Brain

A standalone tool sees one part of the journey. B2B Brain sees all of it.

Every part of B2B Brain

Questions can span website visits, conversations, pipeline, quotes, jobs and revenue — because it's all one system.

Follows the brief

Read a line in the brief, ask for the detail, get the list.

Respects permissions

A staff member asking about revenue sees only what their role can already see.

FAQ

Questions about Ask B2B Brain.

  • Answers are calculated from your records and show the figures and items behind them, so you can check. If a question can't be answered from your data, it says so.

  • Yes, within their role. It never reveals information their role couldn't see anyway.

Ask your business a question.

Ask B2B Brain is rolling out. Start today with customers, pipeline, quotes and jobs — and it will switch on in the same account.

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