B-Viz
Stourleigh Logistics logo

Stourleigh Logistics

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Stourleigh Logistics, a Coventry logistics company, has no order form, no invoices and £0 ARR. Sophie Ling issued a Starter proposal on 28 May 2026 at £22k a year plus £6,000 implementation, valid for 30 days, which has lapsed. The new Starter deal closed lost on 26 Jun 2026 because the customer chose a competitor. There is no platform tenant, usage or ticket on record. The last interaction was the 1 Jun 2026 proposal call.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 2 documents, newest 1 Jun 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitestourleigh.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityCoventrySource: CRM company record
  • Size300 employeesSource: CRM company record
  • CRM ownerSophie LingSource: 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 CRM stage is lost and the Starter deal closed to a competitor on 26 Jun 2026, with no recorded interaction since the proposal call. The relationship ended warm, with Neil Ashby and Kirsty Walsh engaged, so a later approach is possible.

SignalsFinance readDocument roll-upQ2 2026 digestKirsty Walsh

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact1 Jun 2026Call: Stourleigh Logistics / BG-Demo – Proposal · 130 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling asks Neil Ashby for a short debrief call to learn which competitor won and why, and tests whether a corrected Starter or Growth offer would reopen the deal. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should ask Neil Ashby for a short call to learn which competitor won and why, then offer a corrected Starter or Growth option. Kirsty Walsh's interest in Growth shows room to return.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Stourleigh Logistics never signed. The 28 May 2026 Starter proposal lapsed and the deal closed lost to a competitor on 26 Jun 2026. Nothing is recorded since the 1 Jun 2026 call, but the champion and COO were engaged, so a debrief could reopen it.

Lost: Stourleigh Logistics has no contract or invoices. Its 28 May 2026 Starter proposal at £22k a year plus £6,000 implementation lapsed, and the deal closed lost on 26 Jun 2026 to a competitor.

There is no tenant, so there are no usage figures or tickets to read. Sophie Ling ran all three calls. Neil Ashby, the champion, was positive, and Kirsty Walsh, Chief Operating Officer, asked about extra users and Growth.

Nothing is recorded after the 1 Jun 2026 proposal call, and the evidence does not name the competitor or its reason for winning. The demo described dashboards as included on Starter, and any return must correct that gap.

Sophie should ask Neil for a short debrief by 9 Oct 2026. Theo Gallagher prepares a Starter and Growth comparison that places dashboards in Growth.

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, deal lost to a competitor

Standing No invoices

Stourleigh Logistics has no ARR and no invoices. Its one deal, a new Starter deal, closed lost on 26 Jun 2026 because the customer chose a competitor. The CRM stage is lost.

  • No ARR and no billing
  • New Starter deal lost to a competitor
The analysis

Recurring revenue: no order form has started, so there is no ARR. CRM ARR, the invoiced run rate and order-form ARR are all £0.

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 Starter deal had an amount of £28k and an annual value of £22k. It closed lost on 26 Jun 2026, reason chose_competitor. The owner, Sophie Ling, is active in HR.

Stourleigh Logistics – 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. Q2 2026

    Q2 2026: Starter proposal reviewed, unsigned

    Stourleigh Logistics moved from discovery on 7 Apr 2026 to a Starter demo on 5 May 2026 and a proposal call on 1 Jun 2026. Sentiment was positive throughout. The order form was promised, but the evidence does not show it sent or signed.

    The analysis

    Discovery: On 7 Apr 2026 Sophie Ling met Neil Ashby and Kirsty Walsh, the Chief Operating Officer. Operations and billing are reconciled by hand, and Sophie suggested Starter with a four week implementation.

    Demo: On 24 Apr 2026 Neil agreed to a demo on Tuesday and asked what time commitment it needs. The demo took place on 5 May 2026 on Stourleigh test CRM and despatch data, and Neil and Kirsty Hollis, Sales Manager, liked it.

    Expectation risk: Dashboards were described as included on Starter, which covers pages, chat and search. The proposal needs to correct this.

    Proposal: On 22 May 2026 Neil agreed within three hours to review the proposal on Wednesday morning. On 1 Jun 2026 Sophie walked Kirsty Walsh and Neil through Starter at £22k a year plus £6,000 implementation, four weeks from signature.

    Questions raised: Kirsty asked about users beyond fifteen, early exit, a later move to Growth and a fifth connector. She was told the term is annual with ninety days' notice.

    Open at the end: Sophie promised the order form by the end of that week. The evidence does not show it sent or signed, so this is an open proposal. It also does not show who else must approve or who signs.

    Stourleigh Logistics / BG-Demo – DiscoveryStourleigh Logistics / BG-Demo – DemoStourleigh Logistics / BG-Demo – ProposalYour proposal

    Made from 3 calls · 2 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

2 documents in 1 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

  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 1 Jun 2026callStourleigh Logistics / BG-Demo – Proposal Sophie Ling, Neil Ashby, Kirsty WalshStourleigh Logistics logoSophie LingNeil AshbyKirsty Walsh
  • 28 May 2026documentStourleigh Logistics - Proposal Sophie LingStourleigh Logistics logoSophie Ling
  • 22 May 2026email threadYour proposal Sophie Ling, Neil AshbyStourleigh Logistics logoSophie LingNeil Ashby
  • 22 May 2026documentStourleigh Logistics - Proposal v1 Sophie LingStourleigh Logistics logoSophie Ling
  • 5 May 2026callStourleigh Logistics / BG-Demo – Demo Sophie Ling, Theo Gallagher, Neil Ashby, Kirsty HollisStourleigh Logistics logoSophie LingTheo GallagherNeil Ashby+1
  • 24 Apr 2026email threadDemo Sophie Ling, Neil AshbyStourleigh Logistics logoSophie LingNeil Ashby
  • 7 Apr 2026callStourleigh Logistics / BG-Demo – Discovery Sophie Ling, Neil Ashby, Kirsty WalshStourleigh Logistics logoSophie LingNeil AshbyKirsty Walsh
  • 5 Mar 2026dealStourleigh Logistics – New Sophie Ling, Neil AshbyStourleigh Logistics logoSophie LingNeil Ashby
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

Stourleigh Logistics' 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 7 AI summaries of 8 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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