B-Viz
Hollowmere Care Group logo

Hollowmere Care Group

Healthy£120kRenews 1 Apr 27
made from

AI facts

As at Fri 9 Oct 2026

Hollowmere Care Group holds an Enterprise order form signed 27 Mar 2026. It runs from 1 Apr 2026 to 31 Mar 2027 at £120k a year, billed quarterly. Active users rose from 72 in May 2026 to 148 in Sep 2026 (106%), against 170 licensed users. Renewal falls on 1 Apr 2027 at £125k, and invoice INV-023-0004 for £36k is open and due 31 Oct 2026. A P1 ticket on 15 Sep 2026 had a first response of 51 min against a 30 min target.

Read from 19 calls · 29 email threads · 17 tickets · 1 deals · 15 people · 9 documents, newest 9 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryCare servicesSource: CRM company record
  • Websitehollowmere.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size1,200 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive · CSM Hollie Grieve
  • Customer since1 Apr 2026Source: first executed order form ctr_023_01, signed 27 Mar 2026 · Enterprise tier · In the CRM since 20 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage is rising fast and is widely spread with no single heavy user, and the invoices that fell due were paid within terms. The freshness miss, the owed credit check and the executive sponsor introduction need closing before renewal. More homes and regional leads are the opportunity.

SignalsDocument roll-upFinance readHollowmere Care Group / BG-Demo – QBRQ1 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£120,500Source: executed order form ctr_023_01, 1 Apr 2026 to 31 Mar 2027 · CRM £120,500 · Invoiced run rate £120,500 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_023_01 ends 31 Mar 2027 · In 174 days · Renewal price £125,000 (+3.7%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Apr 2026 to 31 Mar 2027Source: order form ctr_023_01 (new), signed 27 Mar 2026 · Billed quarterly · 170 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Last contact2 Oct 2026Email: Follow-up from our QBR · 7 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Apr 2026 · 16 connectors configured
  • Licensed seats170148 active users in Sep 2026 · Order form ctr_023_01: 170 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve sends Natasha Pryor the written freshness credit check against the Enterprise order form, with the cause and fix of the late refresh, and confirms the executive sponsor introduction before the 27 Oct 2026 check-in. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should send Natasha Pryor the written freshness credit check against the Enterprise order form and secure the executive sponsor introduction before the 27 Oct 2026 check-in, closing the two items she raised at the QBR.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Enterprise at £120k a year to 31 Mar 2027, renewing 1 Apr 2027 at £125k. Usage is rising and widely spread. The late refresh credit check and the executive sponsor introduction must close before the 27 Oct 2026 check-in.

Healthy: Hollowmere Care Group holds an Enterprise order form at £120k a year from 1 Apr 2026 to 31 Mar 2027. Renewal on 1 Apr 2027 is at £125k because the first-term discount ends.

Questions asked rose from 942 in May 2026 to 3,957 in Sep 2026, and active users rose from 72 to 148 of 170 licensed. No one asks more than 7% of questions, and Natasha Pryor is the champion.

At the 29 Sep 2026 QBR, Natasha asked for a sourced value case and for the late refresh to be counted against the freshness credit. She also wants to meet the executive sponsor before renewal, and a P1 ticket on 15 Sep 2026 missed its 30 min first-response target.

Hollie Grieve sends Natasha the written freshness credit check, and Matteo Ricci arranges the sponsor introduction, both before the 27 Oct 2026 check-in.

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£75k£150kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£120k£120kApr 26: Contracted ARR £120,500; Invoiced ARR £120,500May 26: Contracted ARR £120,500; Invoiced ARR £120,500Jun 26: Contracted ARR £120,500; Invoiced ARR £120,500Jul 26: Contracted ARR £120,500; Invoiced ARR £120,500Aug 26: Contracted ARR £120,500; Invoiced ARR £120,500Sep 26: Contracted ARR £120,500; Invoiced ARR £120,500

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 £120k; Invoiced ARR £120k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_023.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 26£120,500£120,500
May 26£120,500£120,500
Jun 26£120,500£120,500
Jul 26£120,500£120,500
Aug 26£120,500£120,500
Sep 26£120,500£120,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £120k, one invoice open, not yet due

Standing OverdueARR Steady

Contracted ARR is £120k on the Enterprise order form, matching the CRM and the invoiced run rate. INV-023-0004 is open but not yet due. Renewal falls on 1 Apr 2027 at a list price of £125k.

  • INV-023-0004 for £36k is open and due 31 Oct 2026; 0 days overdue today
  • Renewal on 1 Apr 2027 at £125k against £120k today
  • CRM, invoiced and order-form ARR all agree at £120k
The analysis

Recurring revenue: the new Enterprise order form, signed 27 Mar 2026, started contracted ARR at £120k a year, billed quarterly. It has not moved since, and the CRM, invoiced and order-form figures agree.

Next commitment: renewal on 1 Apr 2027, 174 days from the as-of date. The renewal price is £125k against £120k today, a change of +£4,500 (3.7%), as first-term discounts end.

Billing: INV-023-0001 to INV-023-0003 were paid within terms. INV-023-0004 has £36k due on 31 Oct 2026 and is 0 days overdue, so the standing field is set only because an invoice is open.

Deals: the new-business deal is closed won, owned by Matteo Ricci, who is active in HR.

ARR by monthDebtorsCRM reconciliationINV-023-0003Hollowmere Care Group – New

Made from 1 deal · 3 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: Enterprise onboarding, admin risk

    Enterprise started on 1 Apr 2026 and onboarding ran all quarter. Data load and connector faults were fixed, and sentiment rose to praise by 17 Jun 2026. Adoption stayed narrow against 170 licences, and Josh Fairburn remained the only admin.

    The analysis

    Start: The Enterprise term began on 1 Apr 2026, when INV-023-0002 for the quarterly charge was sent. The 9 Apr 2026 kickoff call flagged Josh Fairburn as the only named admin, with only he and Natasha Pryor asking questions.

    Connector faults: A connector stopped syncing on 8 Apr 2026 after an API authentication change. The 17 Apr 2026 call found a column change in the incident export had broken the second load.

    Priorities: On 1 May 2026 Natasha set safeguarding incident reporting by home as the first use case, with every figure traceable to its source. The 8 May 2026 ticket on expired CRM credentials was read as a second connector incident in two months.

    Mid-quarter: On 14 May 2026 the call restated the order form at £120k a year. On 22 May 2026 the accounting connector was amber and the quality mailbox was blocked on IT sign-off.

    Adoption: On 11 Jun 2026 about a dozen users were active against 170 licences. By 17 Jun 2026 Josh said onboarding was going better than expected, and on 25 Jun 2026 the refresh ran nightly and the earlier ticket was closed.

    Open at the end: No second admin was named, single sign-on was not yet switched on, and a few homes were unmatched. Training was set for the following week, and the evidence does not show the mailbox sign-off resolved.

    Hollowmere Care Group / BG-Demo – KickoffHollowmere Care Group / BG-Demo – OnboardingHollowmere Care Group / BG-Demo – OnboardingConnector sync stoppedHollowmere Care Group / BG-Demo – OnboardingHollowmere Care Group / BG-Demo – OnboardingHollowmere Care Group / BG-Demo – Onboarding

    Made from 10 calls · 11 email threads · 7 tickets

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

  2. Q1 2026

    Q1 2026: Enterprise deal stalls on CFO terms

    Discovery to negotiation for an Enterprise proposal at £150k total. The champion was positive, but the CFO's break clause, billing and split demands left the order form unsigned at 27 Mar 2026. Invoice INV-023-0001 was sent on 30 Mar 2026.

    The analysis

    Discovery: Matteo Ricci ran discovery on 3 Feb 2026 with Natasha Pryor and CFO Graham Rowntree. Graham said he would not sign without a break clause conversation, nor pay ahead of a milestone.

    Proposal framing: the £150k is a total including implementation, not an annual price, and Matteo repeated this in the 5 Feb 2026 email and later calls.

    Demos and security: demos on 18 Feb 2026 and 23 Feb 2026 went well. Natasha accepted next-morning freshness, and wants every number traced to its source.

    Technical review: Josh Fairburn asked three security questions on 19 Feb 2026. On 24 Feb 2026 he ranked the incident log, care planning system and accounting system as first-phase sources, and Matteo confirmed 07:00 refresh on business days.

    Commercial: on 3 Mar 2026 Matteo presented Enterprise, and Natasha needs SSO. On 13 Mar 2026 Owen Tallis agreed quarterly billing on request but owes a written break clause answer.

    Open at the end: on 25 Mar 2026 Graham could not sign by 27 Mar 2026 and asked for a plain break clause, invoice timing and a split of the total. Matteo promised a revised form for 1 Apr 2026.

    Billing: Rachel Dunmore sent invoice INV-023-0001 on 30 Mar 2026 (£30k net, £36k gross, due 29 Apr 2026) and asked for a PO number. The reads do not show a signature, the revised form, or what the invoice covers.

    Hollowmere Care Group / BG-Demo – DiscoveryHollowmere Care Group / BG-Demo – NegotiationOrder form for signatureInvoice INV-023-0001Hollowmere Care Group / BG-Demo – DemoTechnical follow-up: connectors and refresh

    Made from 5 calls · 10 email threads

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

  3. Q4 2025

    Q4 2025: one webinar invitation, no reply

    One read in the period: a webinar invitation sent on 10 Oct 2025 to Liz Waddington, Head of Procurement, for the 16 Oct 2025 session. The thread holds no customer reply, so the period shows no customer view.

    The analysis

    Period: this digest rests on one read, an email thread. No calls, tickets or news items from Hollowmere Care Group fall in Q4 2025.

    Webinar invitation: on 10 Oct 2025 Alice Brewer invited Liz Waddington, Head of Procurement, to the 16 Oct 2025 webinar. It was framed around her procurement role and the idea of getting CRM, calls, tickets and finance data to answer questions in one place.

    Customer view: there is no customer response in the thread. The evidence does not show whether Liz attended or has any interest in buying.

    Open at the end: nothing is recorded as agreed, promised or requested, and the read lists no next steps. The read notes only that Liz's procurement role may matter to any Enterprise buying decision at Hollowmere Care Group.

    Invitation: BG-Demo webinar on Thursday 16 Oct 2025

    Made from 1 email thread

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

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Platform usage

Updated 9 Oct 26
Active users · Sep 26
148up 49 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
3,957up 2,366 vs 3 months earlier
Connectors configured · Sep 26
16up 4 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
3level vs 3 months earlier
Data volume · Sep 26
54.3 GBup 15.8 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
001002,0002004,000Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (150)3,957170148Apr 26: Active users 44; Licensed seats 170; Questions asked 532May 26: Active users 72; Licensed seats 170; Questions asked 942Jun 26: Active users 99; Licensed seats 170; Questions asked 1,591Jul 26: Active users 118; Licensed seats 170; Questions asked 2,906Aug 26: Active users 137; Licensed seats 170; Questions asked 1,939Sep 26: Active users 148; Licensed seats 170; Questions asked 3,957

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. Latest (Sep 26): Active users 148; Licensed seats 170; Questions asked 3,957. Basis: product usage, facts.usage_monthly:org_023, signals:org_023.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 2644170532
May 2672170942
Jun 26991701,591
Jul 261181702,906
Aug 261371701,939
Sep 261481703,957
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00.0 GB1030.0 GB2060.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (20)54.3 GB163Apr 26: Connectors configured 3; Active admins 3; Data volume 9.25 GBMay 26: Connectors configured 7; Active admins 3; Data volume 22.02 GBJun 26: Connectors configured 12; Active admins 3; Data volume 38.47 GBJul 26: Connectors configured 12; Active admins 3; Data volume 39.22 GBAug 26: Connectors configured 15; Active admins 3; Data volume 49.97 GBSep 26: Connectors configured 16; Active admins 3; Data volume 54.27 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 16; Active admins 3; Data volume 54.3 GB. Basis: product usage, facts.usage_monthly:org_023, signals:org_023.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26339.25 GB
May 267322.02 GB
Jun 2612338.47 GB
Jul 2612339.22 GB
Aug 2615349.97 GB
Sep 2616354.27 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since April 2026

Direction Rising

Usage is rising: questions 2,601 to 3,623 (+39%) and average daily active users 26.9 to 38.5 (+43%) over the last 4 weeks against the 4 before. September 2026 set a peak of 3,957 questions.

  • Questions up 2,601 to 3,623 (+39%) over the last 4 weeks
  • 148 active users (87% of seats) on 170 Enterprise seats
  • 16 of 20 contracted connectors configured, the latest added on 28 Sep 2026
The analysis

Recent weeks: The busiest of the 13 weeks ended 2 Oct 2026 with 933 questions, and the latest week ended 9 Oct 2026 with 923. Connectors went from 15 to 16 on 28 Sep 2026.

Trend: Active users grew from 44 in April 2026 to 148 in September 2026. August 2026 was a pause, with 1,939 questions against 2,906 in July 2026, before September's peak.

Who uses it: Natasha Pryor, Shona Barraclough and Josh Fairburn are the admins active in September 2026. Questions are widely spread: in the last 90 days Sana Gill asked 624 (6%), Scott Whitfield 616 (6%) and Natasha 580 (6%).

Against the order form: The Enterprise order form gives 170 seats and 20 connectors. September 2026 shows 148 active users (87% of seats) and 16 connectors configured.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

9 documents in 5 folders; 2 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

No open deals.

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

Hollowmere Care Group's pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 74 AI summaries of 79 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 14 people (14 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 12 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · 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.

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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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