B-Viz
Marbury Kline Health logo

Marbury Kline Health

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Marbury Kline Health is a Philadelphia healthcare services prospect with no order form, invoices or ARR. Its Enterprise new-business deal, created on 22 Dec 2025 at £155k with an annual value of £125k, closed lost on 28 Aug 2026 with reason no_decision. There is no B-Viz tenant, so there is no usage or ticket history. Nothing is open: no renewal, deal or dispute. The last recorded contact was the 27 Apr 2026 discovery call, where the customer said it has no Snowflake warehouse.

Read from 1 calls · 2 email threads · 1 deals · 3 people, newest 27 Apr 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitemarburykline.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityPhiladelphiaSource: CRM company record
  • Size1,400 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 28 Aug 2026 with no decision and no conversation has been recorded with the customer since the 27 Apr 2026 call. The missing Snowflake warehouse added scope. The scaling pain Brandon Sullivan described could support a later approach.

SignalsFinance readQ2 2026 digestQ1 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact27 Apr 2026Call: Marbury Kline Health / BG-Demo – Discovery · 165 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike contacts Nicole Sullivan to learn why the Enterprise deal ended with no decision and whether the scaling pain still stands. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should reopen contact with Nicole Sullivan to learn why the Enterprise deal closed lost with no decision on 28 Aug 2026. He should also test whether the scaling pain raised on the 27 Apr 2026 call still holds.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: the Enterprise new-business deal closed lost on 28 Aug 2026 with no decision. There is no order form, invoice or tenant, and no contact is recorded since the 27 Apr 2026 discovery call. Jordan Pike is to re-engage Nicole Sullivan.

Lost is the verdict for Marbury Kline Health: its Enterprise new-business deal closed lost on 28 Aug 2026 with no decision. Created on 22 Dec 2025 at £155k, annual value £125k, it left no order form, invoice or renewal.

There is no B-Viz tenant, so there is no usage or ticket history. Nicole Sullivan, Director of Operations and CRM champion, and Brandon Sullivan, President, joined the 27 Apr 2026 discovery call, the last recorded contact.

Brandon said the manual approach does not scale as they expand, but there is no Snowflake warehouse, which adds implementation scope. The evidence does not show why no decision was made.

Jordan Pike, the active CRM owner, should contact Nicole by 9 Oct 2026 to learn what stalled the decision and whether the scaling pain still holds. Hannah Lowe prepares a note on the warehouse 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, deal lost, no billing

Standing No invoices

Marbury Kline Health has no ARR and no invoices. Its one Enterprise new-business deal is closed lost with reason no_decision, closed on 28 Aug 2026. The CRM stage is lost.

  • No ARR and no invoices
  • Enterprise deal closed lost on 28 Aug 2026, reason no_decision
The analysis

Recurring revenue: No order form has started, so there is no ARR and no month in which it moved.

Next commitment: None. There is no renewal and no open deal.

Billing: There are no invoices, so nothing is owed, overdue or disputed. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Deals: The Enterprise new-business deal was created on 22 Dec 2025 at £155k, with an annual value of £125k. It closed lost on 28 Aug 2026 with the lost reason no_decision. The owner, Jordan Pike, is active in HR.

Marbury Kline Health – 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: Enterprise discovery, no warehouse

    One read in the quarter: the 27 Apr 2026 discovery call with Marbury Kline Health. Real pain from scattered data and growth, but no Snowflake warehouse. Jordan Pike pitched Enterprise and proposed an architecture call.

    The analysis

    This period holds one read, the 27 Apr 2026 discovery call. The evidence does not show anything else from the quarter.

    Customer view: Nicole Sullivan and Brandon Sullivan described scattered Salesforce, call and ticketing data. Leadership questions on customer risk take weeks of manual work, and Brandon said the manual approach does not scale as they expand with new divisions.

    Commercial: Jordan Pike gave a ballpark of £125k a year for Enterprise and about £30k implementation over twelve weeks. He recommended Enterprise on an assumed regulated environment that the customer did not confirm.

    Risk: the customer has no Snowflake warehouse today, so setup would add to the implementation scope and could slow a decision.

    Open at the end: Jordan was to book an architecture call with the customer's IT and security teams and prepare a formal proposal with SOW, pricing, timeline and security questionnaire. The evidence does not show that either happened.

    Marbury Kline Health / BG-Demo – Discovery

    Made from 1 call

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

  2. Q1 2026

    Q1 2026: one security webinar invite, no reply

    One read in the quarter: a 10 Feb 2026 email thread in which Alice Brewer invited Kevin Simmons, Director of Information Security, to a 19 Feb 2026 security webinar. The thread holds no customer response.

    The analysis

    Scope: the quarter holds one read, an email thread dated 10 Feb 2026. There are no calls, tickets or news items.

    Invitation: Alice Brewer invited Kevin Simmons, Director of Information Security, to a 19 Feb 2026 webinar on data security, governance and residency. The read treats it as a marketing touch aimed at his security role.

    Customer view: the thread holds no reply, so the evidence does not show interest, attendance or sentiment from the customer.

    Opportunity: the read notes that Kevin's role could open a conversation on the dedicated data residency add-on if he engages. It also suggests Alice check whether he attended and pass any interest to the account team.

    Open at the end: whether Kevin attended or followed up is not shown.

    BG-Demo webinar

    Made from 1 email thread

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

  3. Q1 2025

    Q1 2025: one webinar invite, no reply

    One read in the period: a 9 Mar 2025 email in which Sofia Marchetti invited Brandon Sullivan to a customer webinar on 20 Mar 2025. There was no customer reply, so the evidence shows no interest or disinterest.

    The analysis

    Period: this digest rests on one read, an email thread dated 9 Mar 2025. It is a marketing touch, not a commercial discussion.

    Outreach: Sofia Marchetti invited Brandon Sullivan, the President, to a customer webinar on 20 Mar 2025 about consolidating HR, operations and finance data. She offered it as relevant to Marbury Kline Health's focus on service delivery.

    Customer view: the thread holds no response, so the evidence does not show interest or disinterest. The read gives the customer's voice as unknown and its sentiment as neutral.

    Open at the end: nothing is open from the thread itself. The account team could note whether Brandon attended the webinar, which the evidence does not show.

    BG-Demo webinar

    Made from 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

  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 27 Apr 2026callMarbury Kline Health / BG-Demo – Discovery Jordan Pike, Nicole Sullivan, Brandon SullivanMarbury Kline Health logoJordan PikeNicole SullivanBrandon Sullivan
  • 19 Feb 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Gregory Tanaka, Bart Huisman, Noor el Amrani, Ilse de Graaf, Eva Mulder, Trevor Bulmer, Kayleigh Pounder, Shane Keane, Ronan Mulcahy, Marie Slack, Robbie Tyson, Brent Olson, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville HirstAlice BrewerRichard ThorneNadia Osei+40
  • 10 Feb 2026email threadBG-Demo webinar Alice Brewer, Kevin SimmonsMarbury Kline Health logoAlice BrewerKevin Simmons
  • 22 Dec 2025dealMarbury Kline Health – New Jordan Pike, Nicole SullivanMarbury Kline Health logoJordan PikeNicole Sullivan
  • 20 Mar 2025eventBG-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Tariq Mahmood, Lauren Bickerstaff, Josh Fairburn, Carl Ibbotson, Vincent Ackerley, Ellie Marchant, Nicholas Pengelly, Janet Readman, Lily Harker, Annika Lund, Uwe Hartmann, Philippa Dalzell, Bernd Zimmermann, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+28
  • 9 Mar 2025email threadBG-Demo webinar Sofia Marchetti, Brandon SullivanMarbury Kline Health logoSofia MarchettiBrandon Sullivan
  • 13 Mar 2024eventData leaders conference (BG-Demo stand) Nell Ashcombe, Rob Ellery, Roger Pickles, Elaine Turvey, Lynne Featherstone, Neville Garforth, Els De Smet, Nicole Sullivan, Gareth PughNell AshcombeRob ElleryRoger Pickles+6
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

Marbury Kline Health'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 3 AI summaries of 4 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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How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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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