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Ledgerwood Freight

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Ledgerwood Freight is a prospect with no executed order form, no ARR and no invoices. The latest Growth proposal, dated 17 Sep 2026, offers £50k a year plus £12k implementation and is unsigned. There is no B-Viz tenant, so no usage is on record. One new-business deal sits at CRM stage proposal at £62k, expected to close on 20 Nov 2026, and a negotiation call is booked for 26 Oct 2026. An earlier draft of 14 Sep 2026 differs on connector delivery and refresh wording.

Read from 4 calls · 4 email threads · 1 deals · 3 people · 3 documents, newest 22 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websiteledgerwoodfreight.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityAtlantaSource: CRM company record
  • Size650 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because the Growth deal is advancing but nothing is signed. President Maria Hughes called the proposal good and aims to sign in November 2026, while legal review and procurement are still ahead. The opportunity is extra users or connectors, which Jennifer Holloway already asked about.

SignalsDocument roll-upGrowth, proposed termsLedgerwood Freight / BG-Demo – DiscoveryLedgerwood Freight / BG-Demo – ProposalFinance read

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Ledgerwood Freight – New · new deal · Expected close 20 Nov 2026 · Owner Jordan Pike
  • Last contact25 Sep 2026Email: Growth, proposed terms · 14 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Send Maria Hughes one order form that follows the 17 Sep 2026 Growth proposal and resolves the draft's connector, refresh and freshness-credit wording before the 26 Oct 2026 negotiation call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Maria Hughes one order form that follows the 17 Sep 2026 Growth proposal and settles the connector, refresh and freshness-credit wording before procurement joins the 26 Oct 2026 negotiation call.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Ledgerwood Freight has an unsigned Growth proposal, and the open deal at £62k is expected to close on 20 Nov 2026. The order form must settle the draft's conflicting wording before procurement joins the 26 Oct 2026 negotiation call.

Prospect: Ledgerwood Freight has no executed order form. The unsigned 17 Sep 2026 proposal offers Growth at £50k a year plus £12k implementation, and the open deal at £62k is expected to close on 20 Nov 2026.

There is no B-Viz tenant and no tickets, so no usage to read. Champion Jennifer Holloway estimated thirty to forty users, and President Maria Hughes called the proposal good on 22 Sep 2026.

The main risk is the paper: the 14 Sep 2026 draft disagrees with the proposal on connector delivery and refresh wording. Jordan Pike also said BG-Demo owns freshness issues, while Growth credits availability only, and legal review is ahead.

Jordan should send Maria one order form that follows the 17 Sep 2026 proposal and settles that wording by 9 Oct 2026, before Justin Foster joins the negotiation call booked for 26 Oct 2026.

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 open deal

Standing No invoices

Ledgerwood Freight has no ARR and no invoices. One open Growth new-business deal sits at proposal stage at £62k, with an expected close of 20 Nov 2026. It is a forecast, not a win.

  • No ARR and no billing
  • Open Growth deal at proposal, £62k, expected close 20 Nov 2026
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 contracted. The open deal expects to close on 20 Nov 2026, which is a forecast.

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

Deals: The open Growth new-business deal was created on 15 Jun 2026 at £62k, with an annual value of £50k. The CRM stage is opportunity. The owner, Jordan Pike, is active in HR.

Ledgerwood Freight – 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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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

DealStageAmountClose
Ledgerwood Freight – Newproposal£62,00020 Nov 2026
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

Ledgerwood Freight'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 11 AI summaries of 12 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 3 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 · Documents · 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.

Who to contact

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