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Ekholm Byggtjänst logo

Ekholm Byggtjänst

Lost£0

AI facts

As at Fri 9 Oct 2026

Ekholm Byggtjänst is a prospect with no contract, no ARR and no invoices. Two unsigned Starter proposals quote £20k a year plus £6,000 implementation, £26k in year one. No platform usage or tickets are on record. The new Starter deal closed lost on 20 Feb 2026 with the reason no decision, and nothing is open. The quote matched the v1 Starter list, although v2 applied to new business from 1 Dec 2025.

Read from 4 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 5 Feb 26

Profile

Updated 9 Oct 26
  • IndustryConstruction servicesSource: CRM company record
  • Websiteekholm.exampleSource: CRM company record
  • CountrySwedenSource: CRM company record · CRM code SE · Region EU
  • HQ cityGothenburgSource: CRM company record
  • Size410 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

AI opinion

As at Fri 9 Oct 2026

Lost, because the Starter deal closed lost on 20 Feb 2026 with no decision and there has been no recorded contact since 5 Feb 2026. Nothing was ever signed or invoiced. The champion and CFO were positive, so a renewed approach is possible.

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

Key facts

Updated 9 Oct 26
  • Last contact5 Feb 2026Call: Ekholm Byggtjänst / BG-Demo – Negotiation · 246 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr contacts Sara Forsberg to reopen the lost Starter deal with a corrected v2 proposal, a defined year-two price and an order form ready to sign. Re engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should contact Sara Forsberg to reopen the Starter deal that closed lost on 20 Feb 2026 with no decision. He should bring a corrected v2 quote and a defined year-two price, since budget was the stated obstacle.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Ekholm Byggtjänst's Starter deal at £26k closed lost on 20 Feb 2026 with no decision. Nothing was executed or invoiced. Lewis Kerr should reopen it with Sara Forsberg using a corrected v2 quote and a defined year-two price.

Lost: Ekholm Byggtjänst never signed. The Starter deal at £26k closed lost on 20 Feb 2026 with no decision, and neither Starter proposal, at £20k a year plus £6,000 implementation, was executed.

No platform usage or tickets are on record because nothing went live. Sara Forsberg, Head of Operations, was convinced after the demo, and Gustav Åberg, CFO, accepted the year-one figure on the 5 Feb 2026 call, the last recorded contact.

The proposals quote the v1 Starter list rather than the v2 list of £22k for new business, and they leave year two undefined. Gustav said the company is stretched, so budget is the main obstacle.

Lewis Kerr should contact Sara by 9 Oct 2026 to reopen the deal with a corrected v2 Starter proposal, a defined year-two price and an order form ready to sign. Owen Tallis approves any first-term discount within the 20% cap.

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

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

Ekholm Byggtjänst has no ARR and no invoices. Its one new Starter deal closed lost on 20 Feb 2026 with the reason no decision. CRM stage is lost.

  • No ARR and no billing
  • Starter deal closed lost, no decision
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. The evidence shows no renewal and no open deal.

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

Deals: The new Starter deal was lost on 20 Feb 2026 with the reason no decision. Its amount was £26k and its annual value £20k. The owner, Lewis Kerr, is active in HR.

Made from 1 deal · 2 fact tables

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

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: Starter deal agreed, unsigned

    Four reads: Starter proposal at £26k moved from walk-through to price negotiation with the CFO. He agreed to move to signature. No read shows the order form executed, and the year-two price was left undefined.

    The analysis

    Proposal: On 15 Jan 2026 Lewis Kerr walked Sara Forsberg and Gustav Åberg, CFO, through a Starter proposal. Sara called the price reasonable, and Gustav said he would review the numbers.

    Email: Lewis sent the proposal on 19 Jan 2026 at £26k, covering implementation and first-year subscription. Gustav replied that he and Sara were satisfied and could sign and return the order form.

    Renewal call: On 28 Jan 2026 Lewis asked Gustav for a call on renewal terms and user expansion. Gustav accepted Friday at 14:00 on 29 Jan 2026, without comment on terms.

    Negotiation: On the 5 Feb 2026 call Gustav said the budget was nearer twenty-four thousand pounds all-in and that the company is stretched. Owen Tallis offered £26k for year one only, and Gustav accepted it with a four-week implementation starting early March and renewal talks in October next year.

    Risks: Asked for the year-two rate, Lewis said it depends on the market and would track inflation, with no figure given. On the 15 Jan 2026 call he also described service credits for refresh targets, but Starter credits cover availability only.

    Open at the end: Lewis was to send the order form on 5 Feb 2026, and no read shows it signed. The proposal remains an open item, and the year-two price is undefined.

    Made from 2 calls · 2 email threads

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

  2. Q4 2025

    Q4 2025: discovery and demo, CFO still to join

    Two calls in late Dec 2025: discovery on 15 Dec 2025 and a demo on 29 Dec 2025. Sara Forsberg was pretty convinced. Starter was quoted at the v1 price, and CFO Gustav Åberg still has to be brought in.

    The analysis

    Discovery: On 15 Dec 2025 Lewis Kerr spoke with Sara Forsberg and Gustav Åberg. They described scattered project, photo and safety data and spreadsheet cost tracking.

    Customer view: Gustav said they cannot easily see profitability by job. Sara agreed to a demo, and both accepted early-new-year timing.

    Commercial: Lewis quoted Starter at £20k a year plus £6,000 implementation. That matches the v1 Starter list, while the v2 Starter list for new business from 1 Dec 2025 is £22k, so the quote needs checking.

    Demo: On 29 Dec 2025 Lewis and Hannah Lowe showed Sara a mock-up on sample CRM, helpdesk and call data. Sara said she was pretty convinced, and Lewis covered training and a four-week timeline.

    Watch: Lewis described Starter as including dashboards, but the dashboards builder belongs to Growth. The needs span project, photo, safety and finance sources against a four-connector limit. Hannah's remark about premium access could set a support expectation.

    Open at the end: Lewis promised a formal proposal by end of week and a further call with Gustav, who has not yet joined a demo. No tier or price was named on the demo call, and the correct list price is unconfirmed.

    Made from 2 calls

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

  3. Q3 2025

    Q3 2025: one webinar invitation, no reply

    One read in the quarter: a marketing email from Alice Brewer inviting Sara Forsberg to a 16 Oct 2025 webinar. The thread holds no customer response and no follow-up.

    The analysis

    Single read: the period holds one email thread, so this digest is short.

    Invitation: on 23 Sep 2025 Alice Brewer invited Sara Forsberg, Head of Operations, to a 16 Oct 2025 webinar on connecting business systems in Snowflake and asking the brain questions instead of running reports.

    Customer view: the thread has no reply, so the evidence does not show interest, objection or attendance.

    Open at the end: nothing is recorded as open. No follow-up is logged, and the read raises no risk, opportunity or commitment.

    Made from 1 email thread

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

Platform usage

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

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.

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
  • 5 Feb 2026callEkholm Byggtjänst / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Gustav ÅbergEkholm Byggtjänst logoLewis KerrOwen TallisGustav Åberg
  • 28 Jan 2026email threadScheduling our discussion Lewis Kerr, Gustav ÅbergEkholm Byggtjänst logoLewis KerrGustav Åberg
  • 19 Jan 2026email threadProposal for review Lewis Kerr, Sara Forsberg, Gustav ÅbergEkholm Byggtjänst logoLewis KerrSara ForsbergGustav Åberg
  • 15 Jan 2026documentEkholm Byggtjänst - Proposal Lewis KerrEkholm Byggtjänst logoLewis Kerr
  • 15 Jan 2026callEkholm Byggtjänst / BG-Demo – Proposal Lewis Kerr, Sara Forsberg, Gustav ÅbergEkholm Byggtjänst logoLewis KerrSara ForsbergGustav Åberg
  • 12 Jan 2026documentEkholm Byggtjänst - Proposal v1 Lewis KerrEkholm Byggtjänst logoLewis Kerr
  • 29 Dec 2025callEkholm Byggtjänst / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Sara ForsbergEkholm Byggtjänst logoLewis KerrHannah LoweSara Forsberg
  • 15 Dec 2025callEkholm Byggtjänst / BG-Demo – Discovery Lewis Kerr, Sara Forsberg, Gustav ÅbergEkholm Byggtjänst logoLewis KerrSara ForsbergGustav Åberg
  • 24 Nov 2025dealEkholm Byggtjänst – New Lewis Kerr, Sara ForsbergEkholm Byggtjänst logoLewis KerrSara Forsberg
  • 16 Oct 2025eventBG-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Philip Nuttall, Ashok Patel, Mark Heywood, Michelle Pomeroy, Liz Waddington, Bas Vermeulen, Lynne Featherstone, Narelle Fitzpatrick, Ida Mortensen, Anders Thomsen, Raj Bhogal, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue DitchfieldAlice BrewerClaire HaddonToby Underwood+35
  • 23 Sep 2025email threadBG-Demo webinar Alice Brewer, Sara ForsbergEkholm Byggtjänst logoAlice BrewerSara Forsberg

Contacts

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

Ekholm Byggtjänst'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 9 AI summaries of 10 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. 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

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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