B-Viz
Hollins Tarrant logo

Hollins Tarrant

At risk£20kRenews 4 Jan 27Renewal_open · £22k/yr
made from

AI facts

As at Fri 9 Oct 2026

Hollins Tarrant holds a Starter subscription at £20k a year under the order form executed 22 Dec 2025, running 4 Jan 2026 to 3 Jan 2027. Active users fell from 7 in May 2026 to 3 in Sep 2026, and questions asked from 123 to 31. The renewal falls on 4 Jan 2027 at £22k, a 12.8% rise, with the renewal deal open and calls booked for 19 Oct 2026 and 26 Oct 2026. On 5 Oct 2026 the Managing Director said usage stopped after the Salesforce move.

Read from 35 calls · 51 email threads · 36 tickets · 1 news items · 4 deals · 10 people · 18 documents, newest 5 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websitehollinstarrant.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBristolSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since4 Jan 2024Source: first executed order form ctr_004_01, signed 13 Dec 2023 · Starter tier · In the CRM since 15 Sep 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

At risk: the renewal is 87 days away at a 12.8% rise while active users and questions have collapsed and no admin is active. Rob Ellery cannot see what he pays for. Repointing connectors at the new Salesforce setup is the route to a value case.

SignalsRenewalFinance readUsage readQ2 2026 digestQ1 2024 digest

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

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Key facts

Updated 9 Oct 26
  • Contracted ARR£19,500Source: executed order form ctr_004_03, 4 Jan 2026 to 3 Jan 2027 · CRM £19,500 · Invoiced run rate £19,500 · As of 9 Oct 2026
  • Next renewal4 Jan 2027Basis: order form ctr_004_03 ends 3 Jan 2027 · In 87 days · Renewal price £22,000 (+12.8%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term4 Jan 2026 to 3 Jan 2027Source: order form ctr_004_03 (renewal), signed 22 Dec 2025 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Open dealRenewal open · £22,000Source: CRM deal Hollins Tarrant – Renewal · renewal deal · Expected close 4 Jan 2027 · Owner Tom Ashdown
  • Last contact8 Oct 2026Email: Your Starter renewal in January · 1 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jan 2024 · 2 connectors configured
  • Licensed seats153 active users in Sep 2026 · Order form ctr_004_03: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell gets the pending CRM connector ticket resolved, repoints connectors at Salesforce and builds a value case for Rob Ellery ahead of the 19 Oct 2026 renewal call. At-risk save
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should clear the pending CRM connector ticket and repoint connectors at Salesforce, then bring a usage-based value case to the 19 Oct 2026 renewal call. Rob Ellery says nobody has used B-Viz since the Salesforce move, and the renewal rises to £22k.

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

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The story

As at Fri 9 Oct 2026
At risk

At risk: the Starter renewal falls on 4 Jan 2027 at £22k, active users fell from 7 to 3, and Rob Ellery says the team stopped using B-Viz after the Salesforce move. Invoices are paid within terms, so this is a value risk.

At risk: Hollins Tarrant holds Starter at £20k a year under the order form executed 22 Dec 2025, to 3 Jan 2027. Renewal falls on 4 Jan 2027 at £22k, a 12.8% rise; all invoices were paid within terms.

Active users fell from 7 in May 2026 to 3 in Sep 2026, and questions from 123 to 31, with no active admin. Ryan Tait asked 37% of questions over 90 days; Jenna Price, the champion, has twice parked sessions.

On 5 Oct 2026 Rob Ellery, the Managing Director, said the team stopped using B-Viz after the Salesforce move. A CRM connector authentication ticket remains pending, so the data is going stale.

Marcus Bell should clear that ticket and repoint connectors at Salesforce now, then bring a value case to the booked 19 Oct 2026 renewal call, with Tom Ashdown on terms.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£10k£20kMar 24Sep 24Mar 25Sep 25Mar 26Sep 26new£20k£20kJan 24: Contracted ARR £19,500; Invoiced ARR £19,500Feb 24: Contracted ARR £19,500; Invoiced ARR £19,500Mar 24: Contracted ARR £19,500; Invoiced ARR £19,500Apr 24: Contracted ARR £19,500; Invoiced ARR £19,500May 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 26: Contracted ARR £19,500; Invoiced ARR £19,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £20k; Invoiced ARR £20k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_004.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jan 24£19,500£19,500
Feb 24£19,500£19,500
Mar 24£19,500£19,500
Apr 24£19,500£19,500
May 24£19,500£19,500
Jun 24£19,500£19,500
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£19,500£19,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £20k, all paid, renewal 4 Jan 2027

Standing Paid upARR Steady

Contracted ARR is £20k and matches the CRM and invoices. Every invoice was paid within terms. Renewal falls on 4 Jan 2027 at £22k, a change of +£2,500 (12.8%), and the renewal deal is open.

  • CRM, invoices and order form all agree at £20k
  • Renewal on 4 Jan 2027 at £22k, +£2,500 (12.8%)
  • All four invoices paid within terms
The analysis

Recurring revenue: Contracted ARR is £20k under the current Starter renewal order form. It has not moved since it started in Jan 2024, across one new and two renewal order forms.

Next commitment: Renewal falls on 4 Jan 2027, 87 days from the as-of date, at £22k by the price-book rule, a change of +£2,500 (12.8%). The open renewal deal is a forecast, expected to close 4 Jan 2027.

Billing: CRM ARR, the invoiced run rate and the order form all show £20k. All four invoices were paid within terms, and nothing is overdue or disputed.

Deals: Three deals are closed won: the new deal and two renewals. Owner Tom Ashdown is active in HR on all four deals.

ARR by monthCRM reconciliationINV-004-0004Hollins Tarrant – Renewal

Made from 4 deals · 2 fact tables · 4 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: stale connector, value challenged

    Connector failures and a CRM change left Hollins Tarrant on stale data. Onboarding was repeatedly parked and daily use fell. On 7 May 2026 the Managing Director questioned the Starter fee, and on 18 Jun 2026 a restructure was announced.

    The analysis

    Support: Five connector tickets ran from 2 Apr 2026 to 27 Apr 2026, covering truncated placements data, timeouts and a connector that stopped loading. Bethan Lister fixed a BG-Demo-side cause on 20 Apr 2026, and a configuration mismatch fix followed on 27 Apr 2026.

    Adoption: Jenna Price deferred an onboarding session on 14 Apr 2026 and cancelled the booked one on 20 Apr 2026. A usage review proposed on 29 Apr 2026 was parked on 1 May 2026 with no date.

    QBR: On 7 May 2026 Rob Ellery asked what the £20k was for and would not sign anything. Daily active users were just under three of 15 licensed, and the renewal is booked for 4 Jan 2027.

    Connector: On 12 May 2026 the CRM connector stopped pulling records after the customer changed CRM, and Jenna asked to park the fix. Stale-data tickets followed on 22 May 2026, 1 Jun 2026 and 11 Jun 2026, the last with expired credentials again and a formal escalation.

    People and news: On 15 Jun 2026 Jenna said a colleague had twice asked what the company gets from the brain. On 18 Jun 2026 Hollins Tarrant confirmed a restructure of its permanent recruitment team.

    Open at the end: The connector is not re-aligned, training is held, and no review date exists. The restructure's effect on users is unknown.

    Hollins Tarrant / BG-Demo – QBRHollins Tarrant / BG-Demo – Check InHollins Tarrant / BG-Demo – Check InHollins Tarrant restructures permanent recruitment team as hiring slowsMonday's onboarding sessionCRM connector not syncing

    Made from 3 calls · 5 email threads · 1 news item · 9 tickets

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

  2. Q1 2026

    Q1 2026: stale HubSpot data strains Starter

    A quiet start, then in March a connector fault left Hollins Tarrant's consultants on stale data. Four high priority tickets, an escalation call on 17 Mar 2026 and a cancelled session followed. The fix was still open at quarter end, ahead of the January renewal.

    The analysis

    Renewal: on 5 Jan 2026 Rob Ellery said he had not read the new list price note properly and asked what the January renewal would cost and what extra it buys. He would not decide without Jenna Price, and the reads do not show the amounts.

    Check-in: on 6 Feb 2026 Marcus Bell found gentle usage growth, no tickets and healthy connectors. Usage rests on two or three senior recruiters plus Jenna, and she asked to park the pipeline view.

    Support: from 4 Mar 2026 four high priority HubSpot connector tickets ran to 11 Mar 2026. Authentication errors, then lost query permissions after a system migration, left consultants without fresh data for over a week.

    Escalation: on 12 Mar 2026 Jenna named the connector as the main issue and asked to talk early the following week. On the 17 Mar 2026 call the fault was traced to a placements mapping using old CRM field names, and Marcus admitted the flat records indexed should have been caught in February.

    Engagement: on 25 Mar 2026 Jenna cancelled a session for the second time because two consultants were out, with no new date.

    Open at the end: the mapping fix awaited field names and a permissions check from Jenna, with no fix date from Arjun Nair. The renewal price question was unanswered in the reads.

    Price letter and the January renewalHollins Tarrant / BG-Demo – Check InHubSpot connector still not syncing after permission changesHubSpot connector still failing to sync dataHollins Tarrant / BG-Demo – EscalationToday's session

    Made from 2 calls · 3 email threads · 4 tickets

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

  3. Q4 2025

    Q4 2025: Starter renewal, value questioned

    Rob Ellery questioned the value of Starter in October, then agreed in principle in November as usage rose. The order form went out on 18 Dec 2025 and was unsigned at the end of the thread. The invoice followed on 22 Dec 2025.

    The analysis

    Renewal notice: on 3 Oct 2025 Marcus Bell issued the notice for the Starter term ending 3 Jan 2026. Rob asked what the team had used the brain for, and Marcus promised a one-page summary.

    Value doubt: on the 14 Oct 2025 call Rob asked whether three users justified the spend and said he does not decide alone. Tom Ashdown was to confirm terms in writing, and the price was not yet on paper.

    Usage up: on 3 Nov 2025 Jenna Price asked to add the placements team. Marcus treated a proper second team as a tier question parked until the renewal, because Rob was pressing on costs.

    Review: on 4 Nov 2025 usage was up and Rob said he was happy to renew, subject to paperwork. He did not want to pay for more.

    Pricing: on the 27 Nov 2025 call Tom offered Starter at the same price, quoted as nineteen and a half thousand, with signing pencilled for 22 Dec 2025. Rob does not use the brain himself and wanted no pitch.

    Paperwork: on 18 Dec 2025 Tom sent the order form. Rob wanted to check usage with Jenna first and asked if it was the same as last year. On 22 Dec 2025 Rachel Dunmore sent invoice INV-004-0004 and asked Claire Haddon for a PO number.

    Open at the end: the order form was unsigned in the thread, the exact figure was not shown, and the PO number was outstanding.

    Hollins Tarrant / BG-Demo – RenewalHollins Tarrant / BG-Demo – Check InHollins Tarrant / BG-Demo – QBRHollins Tarrant / BG-Demo – RenewalYour renewal noticeRenewal order form for signatureInvoice INV-004-0004 for the Starter renewal

    Made from 4 calls · 6 email threads

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

  4. Q3 2025

    Q3 2025: steady use, deferrals, renewal ahead

    Hollins Tarrant stayed quiet and neutral. Usage was steady among two or three people, Jenna Price kept deferring check-ins, and the renewal of 4 Jan 2026 loomed with Rob wanting to know what the firm gets for the money.

    The analysis

    Support: on 4 Jul 2025 Jenna asked how to save a search and Bethan Lister showed her the save search button. It solved the problem and was read as a positive adoption signal.

    Check-in: on 5 Aug 2025 Marcus Bell asked for half an hour to share a usage summary. Jenna asked to park it until the middle of the month, saying nothing was wrong, just stretched.

    Call: on 8 Aug 2025 Marcus reported usage steady and a touch up, still the same two or three people. Jenna said colleagues ring her or look in the CRM, deferred a team session and accepted a cheat sheet.

    Renewal: Marcus said the contract ends on 3 Jan 2026 and renews on 4 Jan 2026, with Tom Ashdown handling paperwork. Rob wants to know what the firm gets for the money; no price discussion or view from Rob is shown.

    Support: on 14 Aug 2025 Jenna asked whether search covers all data sources, and Bethan confirmed it does by default. On 24 Sep 2025 she asked about refresh timing, and Bethan explained it runs on business days by 07:00, which opens a possible upgrade conversation.

    People: on 16 Sep 2025 Alice Brewer asked Claire Haddon, the invoice contact, to pass a 23 Sep 2025 London roundtable invitation to Jenna or Rob. No response is shown.

    Open at the end: the team session was deferred, the cheat sheet and a further check-in with usage numbers for Rob were due, and the renewal approached.

    Hollins Tarrant / BG-Demo – Check InQuick check-in before the autumnRevenue leaders roundtable in LondonHow often does the data refresh?How do I save a search for future use?

    Made from 1 call · 2 email threads · 3 tickets

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

  5. Q2 2025

    Q2 2025: usage dip, value case needed

    Hollins Tarrant's Starter usage rose in early April, then fell by the May QBR and June check-in. Rob Ellery questioned what the firm pays for. Marcus Bell promised a one-page value summary ahead of the January renewal.

    The analysis

    Check-in: on 7 Apr 2025 Marcus Bell found usage rising, no tickets and live connectors. Jenna Price parked a wider rollout until after quarter-end and said Rob always asks what they pay for.

    Support: on 14 Apr 2025 Jenna self-served a PDF dashboard export. On 27 May 2025 she asked about linking contacts to tickets and saved searches, a sign of interest in deeper features.

    Review: on 28 Apr 2025 Marcus asked for a half-hour review, ideally with Rob. Jenna agreed but warned Rob is flat out.

    QBR: on 6 May 2025 Marcus reported active users and questions down, with one person asking a big share. Rob asked what the firm would pay for if only a few people use it, adding that he was not complaining.

    Follow-up: Marcus's recap on 7 May 2025 proposed a saved-search walkthrough and a source check. There was no customer reply.

    Customer Day: on 6 Jun 2025 Sofia Marchetti invited Rob to the 12 Jun 2025 event. No response is shown.

    Check-in: on 9 Jun 2025 Marcus again reported a dip. Jenna said it was habit, not the system, and parked saved questions until July.

    Open at the end: the value summary, the consultant session and saved questions were all outstanding. The Starter contract ends 3 Jan 2026, with renewal on 4 Jan 2026.

    Hollins Tarrant / BG-Demo – QBRHollins Tarrant / BG-Demo – Check InHollins Tarrant / BG-Demo – Check InTime for a review callInvitation: BG-Demo Customer Day in LondonHow to link contacts with their tickets

    Made from 3 calls · 3 email threads · 2 tickets

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

  6. Q1 2025

    Q1 2025: Salesforce sync fixed, renewal raised

    Four reads: a Salesforce sync failure from an expired token, fixed once reported; an early renewal pricing question; a how-to query; and a late-March check-in where Jenna Price said the team is stretched.

    The analysis

    Support: On 24 Jan 2025 Jenna Price reported that no new Salesforce records had arrived for days. Bethan Lister found an expired auth token, refreshed it and restarted the connector, and the sync recovered.

    Support: First response took 884 minutes, though diagnosis and fix were prompt once engaged. The data had been stale for weeks before it was reported.

    Renewal: On 14 Feb 2025 Jenna asked about pricing changes for the Starter tier renewal on 3 Jan 2026. Bethan confirmed the date and offered to discuss pricing nearer the time, and Jenna agreed to reconnect a few months ahead.

    Support: On 4 Mar 2025 Jenna could not find the date filter in search results. Bethan pointed her to the Timeframe control in the Results toolbar and Jenna found it immediately.

    People: On 28 Mar 2025 Marcus Bell asked for a half-hour check-in on day-to-day use. Jenna replied slowly, said the team is stretched, and accepted a Thursday afternoon slot.

    Open at the end: The check-in call was still to be held, and the Starter renewal conversation was still ahead. The reads do not show whether proactive monitoring for token expiry was put in place.

    Connector – Salesforce not syncingRenewal pricing inquiryHow do I filter search results by date range?Catching up on the brain this month

    Made from 1 email thread · 3 tickets

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

  7. Q4 2024

    Q4 2024: Starter renewal held at same price

    Hollins Tarrant questioned value with about three regular users, a three-day refresh outage opened the quarter, and the Starter renewal was agreed at £20k. The order form was still unsigned on 27 Dec 2024.

    The analysis

    Check-in: on 3 Oct 2024 Jenna Price said the brain needs no babysitting but she was stretched by a restructure. She was hedged on the renewal, and Rob Ellery signs.

    Support: the 15 Oct 2024 ticket recorded a three-business-day refresh failure, caused by an expired CRM connector token and revoked permissions. On 16 Oct 2024 Jenna still saw old figures, and Bethan Lister kept that ticket open.

    Renewal: on 22 Oct 2024 Rob asked what the firm pays for with three regular users out of fifteen licences. He accepted renewal if Jenna finds it useful, and Tom Ashdown quoted £20k from memory.

    QBR: on 4 Nov 2024 questions asked were up, but Jenna asks a large share, a key-person risk. Rob wants no surprise on the January price.

    Price: on 29 Nov 2024 Tom confirmed Starter, 15 users, at £20k. Rob asked about a discount and none was offered.

    Paperwork: Tom sent the order form on 20 Dec 2024. Invoice INV-004-0003 followed on 24 Dec 2024, due 23 Jan 2025.

    Open at the end: the order form was unsigned on 27 Dec 2024, with the term ending 3 Jan 2025. Payment, the PO number and wider adoption are not shown.

    Data not refreshing overnightHollins Tarrant / BG-Demo – RenewalHollins Tarrant / BG-Demo – QBRHollins Tarrant / BG-Demo – RenewalRenewal order form for signatureInvoice INV-004-0003 for your Starter renewal

    Made from 4 calls · 7 email threads · 2 tickets

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

  8. Q3 2024

    Q3 2024: flat usage, slow sync, renewal ahead

    Mostly routine how-to tickets, but flat usage, a slow-feeling urgent sync ticket and a parked check-in. Jenna Price is the only contact, and the contract is up at the start of January.

    The analysis

    How-to support: Three tickets in July were resolved at once. Josh Penrose found the sector filter on 10 Jul 2024, Jenna Price got her export on 17 Jul 2024, and Josh found client interactions after a first response in 49 minutes on 29 Jul 2024.

    Check-in: On 5 Aug 2024 Marcus Bell offered a call, describing usage as steady rather than growing. Jenna replied two days later that the tickets were sorted and asked to park the call because the team was stretched.

    Sync and renewal: On the 8 Aug 2024 call, Jenna said an urgent ticket felt slow after one source stopped updating and consultants saw old placements before a client meeting. Marcus said the contract is up at the start of January, Tom will pick it up in the autumn, and he wants usage wider first.

    People: Jenna said "I am the contact for everything" and parked the idea of a second person.

    Product requests: On 20 Aug 2024 Jenna asked for on-demand record refresh, accepting the nightly refresh but noting occasional intraday needs. On 23 Aug 2024 a ticket reported slower search, and Bethan Lister asked for query timing data.

    Open at the end: The refresh request, the search performance ticket and the second contact were open. A usage review was due at the start of September, and the evidence does not show whether it happened or how the renewal resolved.

    Hollins Tarrant / BG-Demo – Check InCheck-in call this monthFeatures – CRM data refreshSearch queries returning slower than expectedNeed to find all interactions with a client

    Made from 1 call · 1 email thread · 5 tickets

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

  9. Q2 2024

    Q2 2024: usage up, value case still needed

    Three check-in or review calls and three scheduling threads. Usage rose to about three regular users and no tickets were raised. Rob Ellery questioned the value at the 7 May 2024 QBR, and by 12 Jun 2024 he was asking less.

    The analysis

    Check-in: On 4 Apr 2024 Marcus Bell arranged a usage check-in with Jenna Price, held on 12 Apr 2024. Regular users had risen to two or three, there were no tickets and refresh was on time.

    People: Jenna parked a possible shared mailbox connector and welcomed an enablement session for other consultants. She said Rob always asks what the firm is getting for it.

    Review: On 1 May 2024 Marcus booked a review call for 10:00, and Jenna did not engage with the agenda. The 7 May 2024 QBR followed with Rob and Jenna.

    Value: At the QBR Rob asked what the firm would be paying for and said he does not log in himself. He agreed to enablement sessions and said the renewal must show it is worth it.

    Commercial: Marcus said the contract runs to the start of January and that price sits with a colleague who will follow up in the autumn.

    Latest: On 5 Jun 2024 Marcus booked another check-in, held on 12 Jun 2024. Usage was up, no tickets were raised and refresh was on time every day.

    Team view: Jenna said consultants use the brain to check a client's position before calls. She declined a second session and accepted a written guide, and Marcus will send Rob a one-page summary.

    Open at the end: Most questions still come from two people. Rob's value question is not yet answered, and the written guide and one-page summary were still to be sent.

    Hollins Tarrant / BG-Demo – QBRHollins Tarrant / BG-Demo – Check InHollins Tarrant / BG-Demo – Check InReview call for Hollins Tarrant

    Made from 3 calls · 3 email threads

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

  10. Q1 2024

    Q1 2024: Starter onboarding, value questioned

    Hollins Tarrant started on Starter with CRM and helpdesk connectors live. Jenna Price was the only admin, and Josh Penrose the only active user. Rob Ellery asked what the company would be paying for. Value was unproven at quarter end.

    The analysis

    Start: Nell Ashcombe sent the first-year Starter invoice on 4 Jan 2024, due 3 Feb 2024, with contract end on 3 Jan 2025. The 12 Jan 2024 kickoff agreed CRM and helpdesk first, leaving two connector slots free.

    Onboarding: On 26 Jan 2024 both connectors were live but not yet trusted, pending Jenna's field mapping. By 5 Feb 2024 they were live and mapped, and Rob approved two one-hour training sessions.

    Value challenge: On 30 Jan 2024 Rob asked what Hollins Tarrant would be paying for if the brain does not save consultants time. On 5 Feb 2024 he made usage the test, saying he would tell BG-Demo straight if nobody uses it.

    Adoption: Josh was trained on 20 Feb 2024 and called it brilliant. On 21 Feb 2024 Rob joined briefly and Josh gave a forgotten-client example, but said he was the only one using it.

    Support: Two tickets: a how-to on saving searches on 19 Feb 2024, and a Salesforce connector sync problem on 29 Feb 2024, fixed once Jenna removed field restrictions.

    People: Jenna is the sole admin on both systems and often slow to reply. Rob did not reply to the 17 Feb 2024 conference invitation.

    Open at the end: Usage numbers promised by Marcus Bell, placement values in the CRM, a saved dashboard request needing a higher tier, and no wider adoption beyond Josh. Josh was also invited to the 18 Apr 2024 webinar, with no reply shown.

    Onboarding session - second slotHollins Tarrant / BG-Demo – OnboardingHollins Tarrant / BG-Demo – TrainingHollins Tarrant / BG-Demo – OnboardingSalesforce connector not syncingHollins Tarrant / BG-Demo – Kickoff

    Made from 5 calls · 8 email threads · 2 tickets

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

  11. Q4 2023

    Q4 2023: Starter deal slow to close

    Hollins Tarrant moved from discovery to a Starter order form and implementation invoice. Rob Ellery stayed cost-sensitive and kept deferring to Jenna Price. The evidence does not show the order form signed.

    The analysis

    Discovery: On 3 Oct 2023 Tom Ashdown met Rob Ellery and Jenna Price. Client history was split across the CRM, helpdesk and email, and Rob wanted proof on their own data.

    Demo: The 23 Oct 2023 demo on sample data went well, with Josh Penrose and Rob reacting positively. Jenna wanted the Snowflake answer in writing and warned that setup needing her time would not happen.

    Proposal: On 9 Nov 2023 Tom presented Starter at a first-year total of twenty-five and a half thousand, set-up included. Rob said he was not signing that day, and on 10 Nov 2023 he asked whether the total recurs yearly.

    Negotiation: On 30 Nov 2023 Rob objected to the price. Owen Tallis held it, noted discounts apply to the first term only, and offered quarterly invoicing, which Rob said helps.

    Order form: On 11 Dec 2023 Tom sent the Starter order form. Rob had not read it and wanted his operations manager to check the connectors first.

    Billing: On 14 Dec 2023 Nell Ashcombe sent Claire Haddon the implementation invoice, due 13 Jan 2024.

    Open at the end: The 13 Dec 2023 target date came and went with no signed order form shown. Jenna's view, Snowflake answers and payment status are not in the reads.

    Hollins Tarrant / BG-Demo – DiscoveryHollins Tarrant / BG-Demo – DemoHollins Tarrant / BG-Demo – ProposalHollins Tarrant / BG-Demo – NegotiationFollow-up: where we've got toOrder form for signatureInvoice for the Starter implementation

    Made from 4 calls · 6 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
3down 3 vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
31down 69 vs 3 months earlier
Connectors configured · Sep 26
2down 1 vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
0level vs 3 months earlier
Data volume · Sep 26
0.5 GBdown 0.6 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00820015400Jan 24May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26records indexed flat 30dIncluded users (15)15331Jan 24: Active users 5; Licensed seats 15; Questions asked 45Feb 24: Active users 9; Licensed seats 15; Questions asked 163Mar 24: Active users 10; Licensed seats 15; Questions asked 201Apr 24: Active users 12; Licensed seats 15; Questions asked 247May 24: Active users 12; Licensed seats 15; Questions asked 275Jun 24: Active users 12; Licensed seats 15; Questions asked 260Jul 24: Active users 12; Licensed seats 15; Questions asked 313Aug 24: Active users 12; Licensed seats 15; Questions asked 149Sep 24: Active users 12; Licensed seats 15; Questions asked 268Oct 24: Active users 12; Licensed seats 15; Questions asked 286Nov 24: Active users 12; Licensed seats 15; Questions asked 261Dec 24: Active users 12; Licensed seats 15; Questions asked 203Jan 25: Active users 12; Licensed seats 15; Questions asked 262Feb 25: Active users 12; Licensed seats 15; Questions asked 259Mar 25: Active users 12; Licensed seats 15; Questions asked 272Apr 25: Active users 12; Licensed seats 15; Questions asked 258May 25: Active users 12; Licensed seats 15; Questions asked 263Jun 25: Active users 12; Licensed seats 15; Questions asked 273Jul 25: Active users 12; Licensed seats 15; Questions asked 294Aug 25: Active users 12; Licensed seats 15; Questions asked 144Sep 25: Active users 12; Licensed seats 15; Questions asked 286Oct 25: Active users 12; Licensed seats 15; Questions asked 291Nov 25: Active users 14; Licensed seats 15; Questions asked 260Dec 25: Active users 13; Licensed seats 15; Questions asked 237Jan 26: Active users 12; Licensed seats 15; Questions asked 214Feb 26: Active users 11; Licensed seats 15; Questions asked 191Mar 26: Active users 10; Licensed seats 15; Questions asked 168Apr 26: Active users 8; Licensed seats 15; Questions asked 146May 26: Active users 7; Licensed seats 15; Questions asked 123Jun 26: Active users 6; Licensed seats 15; Questions asked 100Jul 26: Active users 5; Licensed seats 15; Questions asked 77Aug 26: Active users 4; Licensed seats 15; Questions asked 54Sep 26: Active users 3; Licensed seats 15; Questions asked 31

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Dashed upright lines mark dated events. Latest (Sep 26): Active users 3; Licensed seats 15; Questions asked 31. Basis: product usage, facts.usage_monthly:org_004, signals:org_004.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jan 2451545
Feb 24915163
Mar 241015201
Apr 241215247
May 241215275
Jun 241215260
Jul 241215313
Aug 241215149
Sep 241215268
Oct 241215286
Nov 241215261
Dec 241215203
Jan 251215262
Feb 251215259
Mar 251215272
Apr 251215258
May 251215263
Jun 251215273
Jul 251215294
Aug 251215144
Sep 251215286
Oct 251215291
Nov 251415260
Dec 251315237
Jan 261215214
Feb 261115191
Mar 261015168
Apr 26815146
May 26715123
Jun 26615100
Jul 2651577
Aug 2641554
Sep 2631531
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.8 GB41.5 GBJan 24May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included connectors (4)20.5 GB0Jan 24: Connectors configured 2; Active admins 1; Data volume 0.60 GBFeb 24: Connectors configured 3; Active admins 1; Data volume 0.92 GBMar 24: Connectors configured 3; Active admins 1; Data volume 0.94 GBApr 24: Connectors configured 3; Active admins 1; Data volume 0.96 GBMay 24: Connectors configured 3; Active admins 1; Data volume 0.98 GBJun 24: Connectors configured 3; Active admins 1; Data volume 1.00 GBJul 24: Connectors configured 3; Active admins 1; Data volume 1.02 GBAug 24: Connectors configured 3; Active admins 1; Data volume 1.03 GBSep 24: Connectors configured 3; Active admins 1; Data volume 1.05 GBOct 24: Connectors configured 3; Active admins 1; Data volume 1.07 GBNov 24: Connectors configured 3; Active admins 1; Data volume 1.09 GBDec 24: Connectors configured 3; Active admins 1; Data volume 1.11 GBJan 25: Connectors configured 3; Active admins 1; Data volume 1.12 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 1.14 GBMar 25: Connectors configured 3; Active admins 1; Data volume 1.16 GBApr 25: Connectors configured 3; Active admins 1; Data volume 1.18 GBMay 25: Connectors configured 3; Active admins 1; Data volume 1.20 GBJun 25: Connectors configured 3; Active admins 1; Data volume 1.21 GBJul 25: Connectors configured 3; Active admins 1; Data volume 1.23 GBAug 25: Connectors configured 3; Active admins 1; Data volume 1.25 GBSep 25: Connectors configured 3; Active admins 1; Data volume 1.27 GBOct 25: Connectors configured 3; Active admins 1; Data volume 1.29 GBNov 25: Connectors configured 3; Active admins 1; Data volume 1.29 GBDec 25: Connectors configured 3; Active admins 1; Data volume 1.29 GBJan 26: Connectors configured 3; Active admins 1; Data volume 1.30 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 1.30 GBMar 26: Connectors configured 2; Active admins 1; Data volume 0.46 GBApr 26: Connectors configured 2; Active admins 1; Data volume 0.88 GBMay 26: Connectors configured 3; Active admins 0; Data volume 1.19 GBJun 26: Connectors configured 3; Active admins 0; Data volume 1.07 GBJul 26: Connectors configured 3; Active admins 0; Data volume 0.94 GBAug 26: Connectors configured 2; Active admins 0; Data volume 0.54 GBSep 26: Connectors configured 2; Active admins 0; Data volume 0.45 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 2; Active admins 0; Data volume 0.5 GB. Basis: product usage, facts.usage_monthly:org_004, signals:org_004.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jan 24210.60 GB
Feb 24310.92 GB
Mar 24310.94 GB
Apr 24310.96 GB
May 24310.98 GB
Jun 24311.00 GB
Jul 24311.02 GB
Aug 24311.03 GB
Sep 24311.05 GB
Oct 24311.07 GB
Nov 24311.09 GB
Dec 24311.11 GB
Jan 25311.12 GB
Feb 25311.14 GB
Mar 25311.16 GB
Apr 25311.18 GB
May 25311.20 GB
Jun 25311.21 GB
Jul 25311.23 GB
Aug 25311.25 GB
Sep 25311.27 GB
Oct 25311.29 GB
Nov 25311.29 GB
Dec 25311.29 GB
Jan 26311.30 GB
Feb 26311.30 GB
Mar 26210.46 GB
Apr 26210.88 GB
May 26301.19 GB
Jun 26301.07 GB
Jul 26300.94 GB
Aug 26200.54 GB
Sep 26200.45 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage falling since late 2025

Direction Falling

Usage is falling at a low level: September 2026 had 31 questions against 286 in September 2025 (-89%), with 3 active users and no active admin. A connector broke on 13 Aug 2026 and records indexed keep falling.

  • Questions down 89% on September 2025
  • No active admin since April 2026
  • Connector lost on 13 Aug 2026
  • 3 of 15 Starter seats active (20%)
The analysis

Recent weeks: Questions in the last four weeks were 29 against 36 in the four before (-19%). Average daily active users were 1.1 against 0.8 (+38%), which on counts this small is not a recovery.

Trend: Active users fell from a peak of 14 in November 2025 to 3 in September 2026. A source break on 13 Aug 2026 took connectors from three to two, and records indexed fell from 245,459 on 9 Sep 2026 to 203,476 on 9 Oct 2026.

Who uses it: No admin was active in September 2026, and the last was in April 2026. Over 90 days Ryan Tait asked 37% of questions, Zoe Whitfield 24% and Anna Wallace 20%.

Against the order form: 3 active users is 20% of the 15 Starter seats. Two connectors are configured against four contracted.

Usage by monthUsage by week

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

18 documents in 5 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Hollins Tarrant – RenewalRenewal open£22,0004 Jan 2027
CRMmade from

Open tickets

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Hollins Tarrant's pages are written from 4 organisation-level AI texts (assessment / next steps), 11 period digests and 1 narrative-level AI text, which in turn draw on 141 AI summaries of 149 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 17 pages. 4 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Hollins Tarrant at risk AI record
      • Hollins Tarrant: Starter paper to 3 Jan 2027 AI record
      • ARR £19,500, all paid, renewal 4 Jan 2027 AI record
        • Hollins Tarrant – New entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • contracts/order_form_lines.csv ctr_004_01:1 raw row
          • contracts/order_form_lines.csv ctr_004_01:2 raw row
          • contracts/order_forms.csv ctr_004_01 raw row
          • crm/deal_line_items.csv deal_004_01:1 raw row
          • crm/deal_line_items.csv deal_004_01:2 raw row
          • +7 more
        • Hollins Tarrant – Renewal entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • contracts/order_form_lines.csv ctr_004_02:1 raw row
          • contracts/order_forms.csv ctr_004_02 raw row
          • crm/deal_line_items.csv deal_004_02:1 raw row
          • crm/deal_stage_history.csv deal_004_02:1 raw row
          • crm/deal_stage_history.csv deal_004_02:2 raw row
          • +3 more
        • Hollins Tarrant – Renewal entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • contracts/order_form_lines.csv ctr_004_03:1 raw row
          • contracts/order_forms.csv ctr_004_03 raw row
          • crm/deal_line_items.csv deal_004_03:1 raw row
          • crm/deal_stage_history.csv deal_004_03:1 raw row
          • crm/deal_stage_history.csv deal_004_03:2 raw row
          • +3 more
        • Hollins Tarrant – Renewal entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • crm/deal_line_items.csv deal_004_04:1 raw row
          • crm/deal_stage_history.csv deal_004_04:1 raw row
          • crm/deals.csv deal_004_04 raw row
        • facts.arr_monthly:org_004 facts table
          • Hollins Tarrant – New entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_01:1 raw row
            • contracts/order_form_lines.csv ctr_004_01:2 raw row
            • contracts/order_forms.csv ctr_004_01 raw row
            • crm/deal_line_items.csv deal_004_01:1 raw row
            • crm/deal_line_items.csv deal_004_01:2 raw row
            • +7 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_02:1 raw row
            • contracts/order_forms.csv ctr_004_02 raw row
            • crm/deal_line_items.csv deal_004_02:1 raw row
            • crm/deal_stage_history.csv deal_004_02:1 raw row
            • crm/deal_stage_history.csv deal_004_02:2 raw row
            • +3 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_03:1 raw row
            • contracts/order_forms.csv ctr_004_03 raw row
            • crm/deal_line_items.csv deal_004_03:1 raw row
            • crm/deal_stage_history.csv deal_004_03:1 raw row
            • crm/deal_stage_history.csv deal_004_03:2 raw row
            • +3 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • crm/deal_line_items.csv deal_004_04:1 raw row
            • crm/deal_stage_history.csv deal_004_04:1 raw row
            • crm/deals.csv deal_004_04 raw row
          • INV-004-0001 entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • accounting/invoice_lines.csv inv_004_001:1 raw row
            • accounting/invoices.csv inv_004_001 raw row
            • accounting/payments.csv pay_004_001 raw row
          • INV-004-0002 entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • accounting/invoice_lines.csv inv_004_002:1 raw row
            • accounting/invoices.csv inv_004_002 raw row
            • accounting/payments.csv pay_004_002 raw row
          • +2 more
        • facts.reconciliation_t0:org_004 facts table
          • Hollins Tarrant – New entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_01:1 raw row
            • contracts/order_form_lines.csv ctr_004_01:2 raw row
            • contracts/order_forms.csv ctr_004_01 raw row
            • crm/deal_line_items.csv deal_004_01:1 raw row
            • crm/deal_line_items.csv deal_004_01:2 raw row
            • +7 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_02:1 raw row
            • contracts/order_forms.csv ctr_004_02 raw row
            • crm/deal_line_items.csv deal_004_02:1 raw row
            • crm/deal_stage_history.csv deal_004_02:1 raw row
            • crm/deal_stage_history.csv deal_004_02:2 raw row
            • +3 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • contracts/order_form_lines.csv ctr_004_03:1 raw row
            • contracts/order_forms.csv ctr_004_03 raw row
            • crm/deal_line_items.csv deal_004_03:1 raw row
            • crm/deal_stage_history.csv deal_004_03:1 raw row
            • crm/deal_stage_history.csv deal_004_03:2 raw row
            • +3 more
          • Hollins Tarrant – Renewal entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • crm/deal_line_items.csv deal_004_04:1 raw row
            • crm/deal_stage_history.csv deal_004_04:1 raw row
            • crm/deals.csv deal_004_04 raw row
          • INV-004-0001 entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • accounting/invoice_lines.csv inv_004_001:1 raw row
            • accounting/invoices.csv inv_004_001 raw row
            • accounting/payments.csv pay_004_001 raw row
          • INV-004-0002 entity
            • Hollins Tarrant entity
              • accounting/customers.csv org_004 raw row
              • crm/companies.csv org_004 raw row
              • product_analytics/tenants.csv org_004 raw row
            • accounting/invoice_lines.csv inv_004_002:1 raw row
            • accounting/invoices.csv inv_004_002 raw row
            • accounting/payments.csv pay_004_002 raw row
          • +3 more
        • +5 more
      • Low usage and January renewal heads-up AI record
        • Hollins Tarrant / BG-Demo – Check In entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • call_recorder/calls.csv call_004_033 raw row
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
      • Refresh failure notice and backfill plan AI record
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • Refresh issue today and what we're doing about it entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • mailbox/messages.csv thr_004_0046:1 raw row
          • mailbox/threads.csv thr_004_0046 raw row
      • Second check-in parked after refresh issue AI record
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • Booking a check-in entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • mailbox/messages.csv thr_004_0047:1 raw row
          • mailbox/messages.csv thr_004_0047:2 raw row
          • mailbox/threads.csv thr_004_0047 raw row
      • Written notes and options ahead of renewal AI record
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • Notes and a few options entity
          • Hollins Tarrant entity
            • accounting/customers.csv org_004 raw row
            • crm/companies.csv org_004 raw row
            • product_analytics/tenants.csv org_004 raw row
          • mailbox/messages.csv thr_004_0048:1 raw row
          • mailbox/threads.csv thr_004_0048 raw row
      • +33 more
  • ARR journey page block
    • facts.arr_monthly:org_004 facts table
      • Hollins Tarrant – New entity
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • contracts/order_form_lines.csv ctr_004_01:1 raw row
        • contracts/order_form_lines.csv ctr_004_01:2 raw row
        • contracts/order_forms.csv ctr_004_01 raw row
        • crm/deal_line_items.csv deal_004_01:1 raw row
        • crm/deal_line_items.csv deal_004_01:2 raw row
        • +7 more
      • Hollins Tarrant – Renewal entity
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • contracts/order_form_lines.csv ctr_004_02:1 raw row
        • contracts/order_forms.csv ctr_004_02 raw row
        • crm/deal_line_items.csv deal_004_02:1 raw row
        • crm/deal_stage_history.csv deal_004_02:1 raw row
        • crm/deal_stage_history.csv deal_004_02:2 raw row
        • +3 more
      • Hollins Tarrant – Renewal entity
        • Hollins Tarrant entity
          • accounting/customers.csv org_004 raw row
          • crm/companies.csv org_004 raw row
          • product_analytics/tenants.csv org_004 raw row
        • contracts/order_form_lines.csv ctr_004_03:1 raw row
        • contracts/order_forms.csv ctr_004_03 raw row
        • crm/deal_line_items.csv deal_004_03:1 raw row
        • +3 more
      • +2 more
  • AI facts page block
    • Contacts page block
      • +4 more
    • Open deals page block
      • Documents page block
        • +12 more
      • Finance read page block
        • hero page block
          • History by quarter page block
            • +5 more
          • Key facts page block
            • Evidence trail page block
              • The story page block
                • Next step page block
                  • Open tickets page block
                    • Profile page block
                      • Sources page block
                        • Platform usage page block
                          • Usage read page block
                            Computedmade from
                            Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
                            made 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

                            Help & Support

                            Open as a page

                            Help & Support

                            B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

                            How to use the site

                            How to ask

                            Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

                            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.

                            Who to contact

                            Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
                            Help

                            Ask B

                            B-Viz · read-only