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Tamsworth Education Trust logo

Tamsworth Education Trust

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Tamsworth Education Trust, a Birmingham education trust of fourteen schools, has no order form, no invoices and £0 ARR. Its new Growth deal, with an amount of £62k and an annual value of £50k, was created on 16 Jan 2026 and closed lost on 27 Mar 2026 with the reason no decision. No platform usage or tickets are on record. No renewal or open deal is on record, and the last interaction was on 25 Feb 2026.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 25 Feb 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryEducationSource: CRM company record
  • Websitetamsworth.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBirminghamSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: 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 27 Mar 2026 with no decision and the CRM stage is lost. No contact is recorded after the 25 Feb 2026 webinar invitation. The reporting pain across fourteen schools is a reason to reopen talks with Colin Entwistle.

SignalsFinance readQ1 2026 digestColin EntwistleChris Dyson

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

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Key facts

Updated 9 Oct 26
  • Last contact25 Feb 2026Email: Join us for a webinar on 19 March 2026 · 226 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown contacts Colin Entwistle to reopen the trust-wide reporting conversation and book a scoped discovery call on manual reconciliation across fourteen schools. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen the trust-wide reporting conversation with Colin Entwistle, Finance Director. The Growth deal closed lost on 27 Mar 2026 for no decision, not to a rival, and no contact is recorded since 25 Feb 2026.

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

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The story

As at Fri 9 Oct 2026
Lost

Lost: Tamsworth Education Trust's only deal, a new Growth deal, closed lost on 27 Mar 2026 for no decision, with no contact since 25 Feb 2026. Tom Ashdown should reopen the conversation with Colin Entwistle, Finance Director.

Lost: Tamsworth Education Trust's only deal, a new Growth deal of £62k with an annual value of £50k, closed lost on 27 Mar 2026 with the reason no decision. No order form, invoice or renewal exists, and ARR is £0.

The trust never went live, so there is no platform usage and no ticket. Tom Ashdown held the only call, the 23 Feb 2026 discovery with Mandy Quinn, Head of Business Systems, and Colin Entwistle, Finance Director, with no price, budget or timetable agreed.

Alice Brewer's 25 Feb 2026 webinar invitation to Chris Dyson, Head of Procurement, drew no reply, and no contact is recorded since. Any return carries connector risk, as the trust's source systems are varied and partly bespoke.

Tom should contact Colin by 9 Oct 2026 to reopen the trust-wide reporting conversation on manual reconciliation across fourteen schools, with Hannah Lowe preparing a connector scope.

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

Tamsworth Education Trust has no ARR and no invoices. Its one new Growth deal, worth £62k, closed lost on 27 Mar 2026 with the reason no decision. The CRM stage is lost.

  • No ARR and no billing
  • Growth deal closed lost, reason no decision
  • CRM stage is lost
The analysis

Recurring revenue: no order form has started, so there is no ARR. The reconciliation shows £0 for CRM ARR, the invoiced run rate and order-form ARR.

Next commitment: none. No renewal or open deal is on record.

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

Deals: the new Growth deal had an amount of £62k and an annual value of £50k. It was created on 16 Jan 2026 and closed lost on 27 Mar 2026 with the lost reason no decision. The owner, Tom Ashdown, is active in HR.

Tamsworth Education Trust – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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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: discovery call, no reply to invite

    Two reads. On 23 Feb 2026 Tamsworth Education Trust described fourteen schools on disconnected systems and Tom Ashdown recommended Growth. A 25 Feb 2026 webinar invitation drew no response.

    The analysis

    Discovery: On 23 Feb 2026 Tom Ashdown ran a discovery call with Mandy Quinn (Head of Business Systems) and Colin Entwistle (Finance Director). They described fourteen schools with separate finance, student records, HR and learning systems.

    Customer view: Colin said consolidated reporting means manual pulls and reconciliation that take a long time. Mandy wants dashboards on budget versus actual, pupil outcomes and staff retention.

    Commercial: Tom recommended the Growth tier for its connectors, dashboard builder and quarterly reviews. No price, decision or timetable was agreed, and the transcript ends before Colin's start question is answered.

    Marketing: On 25 Feb 2026 Alice Brewer invited Chris Dyson, Head of Procurement, to a webinar on 19 Mar 2026. The thread holds no reply, so the evidence does not show interest.

    Open at the end: Tom was to book a Solutions Engineer session on architecture and the customer's Snowflake, and to confirm a start date with Colin and Mandy. Source systems are varied and partly bespoke, so connector scope needs technical input. No budget or decision process was discussed.

    Tamsworth Education Trust / BG-Demo – DiscoveryJoin us for a webinar on 19 March 2026

    Made from 1 call · 1 email thread

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Tariq Mahmood, Anjali Mehta, Sabine Lechner, Colm Geraghty, Trevor Bulmer, Kyle Brumby, Arnaud Janssens, Anders Holm, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+41
  • 25 Feb 2026email threadJoin us for a webinar on 19 March 2026 Alice Brewer, Chris DysonTamsworth Education Trust logoAlice BrewerChris Dyson
  • 23 Feb 2026callTamsworth Education Trust / BG-Demo – Discovery Tom Ashdown, Mandy Quinn, Colin EntwistleTamsworth Education Trust logoTom AshdownMandy QuinnColin Entwistle
  • 16 Jan 2026dealTamsworth Education Trust – New Tom Ashdown, Mandy QuinnTamsworth Education Trust logoTom AshdownMandy Quinn
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

Tamsworth Education Trust's pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 2 AI summaries of 3 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 1 staff (0 with an AI write-up), shown on 3 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · 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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