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Tallowfield Health Partners

Growing£22kRenews 1 Jul 27

AI facts

As at Fri 9 Oct 2026

Tallowfield Health Partners holds an executed Starter order form at £22k a year, running 1 Jul 2026 to 30 Jun 2027, with a £6,000 implementation fee. Both invoices were paid within terms. Questions asked rose from 74 in Jul 2026 to 261 in Sep 2026. Renewal falls on 1 Jul 2027 at £22k, 265 days away. On 21 Sep 2026 Nicole Hayes asked for three more users this quarter, which needs a move to Growth.

Read from 8 calls · 6 email threads · 6 tickets · 1 deals · 9 people · 7 documents, newest 4 Oct 26

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitetallowfield.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityNew YorkSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Elena Novak
  • Customer since1 Jul 2026Source: first executed order form ctr_031_01, signed 12 Jun 2026 · Starter tier · In the CRM since 19 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateGrowingSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Growing, because questions asked, active users and connectors have all risen since go-live, and Nicole Hayes has asked for three more users this quarter. Billing is clean. The opportunity is a Growth upgrade, which needs a value case for Alyssa Jenkins and a check of the 15-seat claim.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_031_01, 1 Jul 2026 to 30 Jun 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Jul 2027Basis: order form ctr_031_01 ends 30 Jun 2027 · In 265 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jul 2026 to 30 Jun 2027Source: order form ctr_031_01 (new), signed 12 Jun 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact4 Oct 2026Email: You're invited: BG-Demo webinar, 15 Oct 2026 · 5 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jul 2026 · 3 connectors configured
  • Licensed seats159 active users in Sep 2026 · Order form ctr_031_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Nicole Hayes a Starter-to-Growth upgrade proposal covering her request for three more users, supported by a seat count check and a value case for Alyssa Jenkins. upsell
Who
Jordan Pike Jordan Pike
When
Within 2 weeks by 15 Oct 2026
Why
Jordan Pike should send Nicole Hayes a Starter-to-Growth upgrade proposal for the three extra users she asked for this quarter. It should rest on a confirmed seat count and the board value case Alyssa Jenkins asked for.

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

The story

As at Fri 9 Oct 2026
Growing

Growing: Tallowfield Health Partners is on an executed Starter order form at £22k a year. Questions asked rose from 74 to 261 since go-live, billing is clean, and Nicole Hayes has asked for three more users, which needs a Growth upgrade.

Growing: Tallowfield Health Partners holds an executed Starter order form at £22k a year, running 1 Jul 2026 to 30 Jun 2027. Renewal falls on 1 Jul 2027, 265 days away, and both invoices were paid within terms.

Questions asked rose from 74 in Jul 2026 to 261 in Sep 2026, and active users from 6 to 9. Brandon Hayes, the only active admin, asks 26% of questions and Brandon Russell, the champion, asks 25%.

On 21 Sep 2026 Nicole Hayes asked for three more users this quarter, which needs a move to Growth. The ticket cites the 15-user limit against 9 active users, and no record shows the board value case Alyssa Jenkins, President, asked for.

Jordan Pike sends Nicole a Starter-to-Growth upgrade proposal by 15 Oct 2026, after Elena Novak confirms the seat count and drafts the value case for Alyssa.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJul 26Aug 26Sep 26new£22k£22kJul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_031.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k since Jul 2026, all paid

Standing Paid upARR Steady

Contracted ARR is £22k on the executed Starter order form, which started in Jul 2026. CRM, invoices and order form agree. Both invoices were paid within terms. Renewal is due 1 Jul 2027 at the same price.

  • ARR £22k on the executed Starter order form
  • CRM, invoices and order form agree
  • Renewal 1 Jul 2027 at an unchanged price
  • Both invoices paid within terms
The analysis

Recurring revenue: ARR began in Jul 2026 with a new Starter order form, signed 12 Jun 2026, at £22k a year billed annually. It has not moved since, and the peak is £22k.

Next commitment: renewal falls on 1 Jul 2027, 265 days after the as-of date. The renewal price is £22k against £22k today, a change of +£0.

Billing: INV-031-0001 (net £6,000, issued 15 Jun 2026) was paid on 30 Jun 2026. INV-031-0002 (net £22k, issued 1 Jul 2026) was paid on 22 Jul 2026. Both were within terms, with nothing overdue or disputed.

Deals: the one new Starter deal is closed won, with an amount of £28k and an annual value of £22k. Its owner, Jordan Pike, is active in HR. CRM ARR, the invoiced run rate and order-form ARR are all £22k, so there is no difference to explain.

Made from 1 deal · 2 fact tables · 2 invoices

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

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: Starter proposal to signed order form

    Tallowfield moved from a proposal call to a signed Starter order form. The president wanted a board value case on £28k a year. The order form was signed on 11 Jun 2026 and the implementation invoice sent on 15 Jun 2026.

    The analysis

    Proposal: On 9 Apr 2026 Jordan Pike asked Brandon Russell for a call to confirm user numbers and first systems. The 17 Apr 2026 call covered Starter and a £28k a year quote including implementation.

    Customer view: Brandon said practice relations is exactly what they are missing. Alyssa Jenkins was named as the decision-maker, and the four named connectors use all of the Starter limit.

    Negotiation: On 18 May 2026 Alyssa said she likes the product but finds £28k a year a lot. She asked for quarterly billing and a year one concession, and needs a value case for her board.

    Signing: Owen Tallis offered quarterly billing and said he would look at a concession, holding the annual term fixed. On 10 Jun 2026 Jordan sent a Starter order form at £28k, and Alyssa replied on 11 Jun 2026 that it was signed.

    Billing: On 15 Jun 2026 Rachel Dunmore sent Kayla Russell invoice INV-031-0001 for the £6,000 implementation fee, due 15 Jul 2026.

    Open at the end: The evidence does not show the executed order form, the size of any concession, or whether the invoice was paid. The Starter list price is £22k, so the contracted price needs checking. Implementation was quoted at four weeks, with a live date in mid-July.

    Made from 2 calls · 3 email threads

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

  2. Q1 2026

    Q1 2026: Starter discovery and demo

    Two calls in the quarter: a discovery on 19 Feb 2026 and a demo on 19 Mar 2026. Brandon Russell is a positive champion; Starter was quoted at £22k a year, data residency was raised, and a formal quote is the next step.

    The analysis

    Discovery: On 19 Feb 2026 Jordan Pike ran a discovery call with Brandon Russell, the only customer attendee. Brandon described spreadsheets and manual exports across Salesforce, billing and HR data, and called the price reasonable.

    Commercial: Jordan quoted Starter at twenty-two thousand a year with fifteen users, plus six thousand implementation. Brandon mentioned five to forty users could apply.

    Demo: On 19 Mar 2026 Theo Gallagher showed the brain answering practice questions across CRM and ticket data. Jordan presented Starter at £22k a year and the Premium support add-on, with ten users expected and two or three connectors.

    People: Brandon Hayes said data residency matters because they are healthcare-adjacent. Nicole Hayes asked about faster support, which points to Premium support.

    Price: Jordan said the price is locked for year one, then moves to the new-customer price at renewal.

    Open at the end: No contract is in place. Jordan is to send Brandon Russell a formal quote and schedule the proposal call. The data residency answer is still needed. They have no Snowflake account, IT has not been involved, and the buying process is not shown.

    Made from 2 calls

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
9of 15 included on the tier
Questions asked · Sep 26
261
Connectors configured · Sep 26
3of 4 included on the tier
Active admins · Sep 26
1
Data volume · Sep 26
10.5 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00815015300Jul 26Aug 26Sep 26Included users (15)152619Jul 26: Active users 6; Licensed seats 15; Questions asked 74Aug 26: Active users 8; Licensed seats 15; Questions asked 105Sep 26: Active users 9; Licensed seats 15; Questions asked 261

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 9; Licensed seats 15; Questions asked 261. Basis: product usage, facts.usage_monthly:org_031, signals:org_031.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 2661574
Aug 26815105
Sep 26915261
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB26.0 GB412.0 GBJul 26Aug 26Sep 26Included connectors (4)10.5 GB31Jul 26: Connectors configured 2; Active admins 1; Data volume 6.73 GBAug 26: Connectors configured 3; Active admins 1; Data volume 10.31 GBSep 26: Connectors configured 3; Active admins 1; Data volume 10.50 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 3; Active admins 1; Data volume 10.5 GB. Basis: product usage, facts.usage_monthly:org_031, signals:org_031.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 26216.73 GB
Aug 263110.31 GB
Sep 263110.50 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since September 2026

Direction Rising

Usage is rising: questions went from 166 to 231 (+39%) over the last 4 weeks against the 4 before. Nine of 15 Starter seats are active, and questions are spread across several people.

  • Questions 166 to 231 (+39%) over the last 4 weeks against the 4 before
  • 9 active users, 60% of the 15 seats
  • One active admin, Brandon Hayes
  • Two people ask about half the questions
The analysis

Recent weeks: Questions rose from 166 to 231 (+39%) and average daily active users from 2.2 to 3.2 (+45%), last 4 weeks against the 4 before. The busiest week ended 11 Sep 2026 with 63 questions, and the latest week ended 9 Oct 2026 with 62.

Trend: Questions grew from 74 in July 2026 to 261 in September 2026 (+253%), and active users from 6 to 9 (+50%). The tenant has been on record only since July 2026, so the trend is short.

Who uses it: Brandon Hayes was the only active admin in September 2026. Brandon asked 133 of 520 questions (26%) over the last 90 days, Brandon Russell 129 (25%) and Trevor Patel 94 (18%).

Against the order form: The Starter order form contracts 15 seats and 4 connectors. September 2026 shows 9 active users (60% of seats) and 3 connectors configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

7 documents in 3 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.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Tallowfield Health Partners' pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 27 AI summaries of 30 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

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

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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