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Ashlowe Medical Group

Lost£0
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AI facts

As at Fri 9 Oct 2026

Ashlowe Medical Group, a Huddersfield healthcare services organisation, has no executed order form, no ARR and no invoices. Two Growth tier proposals quoted £44k a year plus £12k implementation, and the new Growth deal of £56k closed lost on 26 Sep 2025 with the reason security_review. There is no tenant, so no usage is recorded. No deal is open. The last interaction was a webinar invitation on 1 Mar 2026 with no reply shown.

Read from 3 calls · 4 email threads · 1 deals · 3 people · 3 documents, newest 1 Mar 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websiteashlowe.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHuddersfieldSource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost on the security review and the CRM stage is lost. No reply from Chris Riley is shown since the webinar invitation. One opportunity remains: Neil Bancroft named only finance sign-off as a blocker, so a security-led conversation could reopen it.

SignalsFinance readDocument roll-upQ3 2025 digestQ1 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact1 Mar 2026Email: You're invited to BG-Demo webinar on 19 March 2026 · 222 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr asks Chris Riley which security review concern lost the Growth deal, as the opening step of a win-back. Re engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should ask Chris Riley, Head of Data, which security concern lost the Growth deal on 26 Sep 2025. Hannah Lowe should prepare corrected security answers and service levels so a return offer can address that concern.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Ashlowe Medical Group's only deal, a new Growth deal of £56k, closed lost on 26 Sep 2025 on the security review. Nothing was executed or invoiced, and the last contact was an unanswered webinar invitation on 1 Mar 2026.

Lost: Ashlowe Medical Group's only deal, a new Growth deal of £56k, closed lost on 26 Sep 2025 on the security review. Nothing was executed or invoiced, so there is no ARR and no renewal.

There is no B-Viz tenant, so no usage or tickets exist. Lewis Kerr held three recorded calls with Chris Riley, Head of Data, and Neil Bancroft, Finance Director, who named only finance sign-off as a blocker.

The last contact was a webinar invitation on 1 Mar 2026, with no reply shown. The records do not show which security concern failed.

Lewis should ask Chris which security concern lost the deal by 9 Oct 2026, opening a win-back. Hannah Lowe should prepare corrected security answers and service levels for a return offer.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one lost deal, no billing

Standing No invoices

Ashlowe Medical Group has no ARR and no invoices. Its one new Growth deal closed lost on 26 Sep 2025 with the reason security_review. The CRM stage is lost.

  • No order form and no ARR
  • Only deal closed lost, reason security_review
  • No billing on record
The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM shows £0 over one record, matching the invoiced run rate and order-form ARR of £0.

Next commitment: none is on record. There are no open deals.

Billing: there are no invoices, so nothing is owed or disputed.

Deals: the new Growth deal had an amount of £56k and an annual value of £44k. It closed lost on 26 Sep 2025 with the lost reason security_review. The owner, Lewis Kerr, is active in HR.

Ashlowe Medical Group – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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. Q1 2026

    Q1 2026: one webinar invitation, no reply

    One read in the quarter: a BG-Demo marketing email inviting Chris Riley to a healthcare webinar on 19 Mar 2026. The thread holds no customer response, so interest is not shown.

    The analysis

    Period: this digest rests on one read, an email thread dated 1 Mar 2026.

    Invitation: Alice Brewer invited Chris Riley to a BG-Demo webinar for healthcare data teams on 19 Mar 2026. The read treats it as a marketing invitation.

    Customer view: there is no customer response in the thread, and the read marks the voice as unknown. Sentiment is neutral because nothing was said either way.

    Opportunity: the read notes the webinar as a chance to keep Chris engaged with peers in healthcare.

    Open at the end: no next steps are recorded. The evidence does not show whether Chris attended or replied, and no calls, tickets, price talk or renewal matters appear in this period.

    You're invited to BG-Demo webinar on 19 March 2026

    Made from 1 email thread

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

  2. Q3 2025

    Q3 2025: discovery to Growth proposal

    Ashlowe moved from first discovery on 23 Jul 2025 to a Growth proposal call on 5 Sep 2025, quoted at £44k a year plus £12k implementation. Sentiment was positive. Finance sign-off and order form execution were open at quarter end.

    The analysis

    Discovery: On 23 Jul 2025 Lewis Kerr held a first call with Chris Riley and Neil Bancroft. Data sits across five or six systems, and Neil called reconciliation a nightmare.

    Demo: Lewis asked Chris for a demo slot on 8 Aug 2025 and the thread shows no reply. The 12 Aug 2025 call went ahead, with Hannah Lowe demoing on Ashlowe sample data and Chris calling it impressive.

    Growth fit: Hannah pointed to Growth and no price was quoted. Chris asked about freshness, access control, connectors, support and security. Neil was not on that call.

    Walkthrough: Lewis wrote again on 13 Aug 2025. Chris replied on 18 Aug 2025 after five days, apologised, and asked to see the dashboards builder. Hannah is to find a time.

    Proposal: Lewis asked for a proposal call on 2 Sep 2025, with no reply shown in that thread. On 5 Sep 2025 he quoted Growth at £44k a year plus a £12k one-off fee, with the build taking eight weeks. Neil saw no blockers beyond finance sign-off and asked about adding users or connectors mid-year.

    Price: Lewis said year two onwards is £44k a year. A v1 customer at its first renewal on or after 1 Jul 2026 pays the v2 list, +13.6% for Growth, so that expectation needs resetting.

    Open at the end: The evidence does not show that the order form was sent or executed. Finance sign-off was still needed.

    Ashlowe Medical Group / BG-Demo – DiscoveryAshlowe Medical Group / BG-Demo – DemoGrowth demoAshlowe Medical Group / BG-Demo – ProposalScheduling the proposal call

    Made from 3 calls · 3 email threads

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • 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

No 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

Ashlowe Medical Group's 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 10 AI summaries of 11 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 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 · Calls · CRM · Documents · Events · Email
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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