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Bellhurst Accountancy logo

Bellhurst Accountancy

Prospect£0
made from

AI facts

As at Fri 9 Oct 2026

Bellhurst Accountancy, a Leeds accountancy firm, has no order form, no invoices and £0 ARR in the CRM. Its one new-business Starter deal, with an amount of £26k and an annual value of £20k, was closed lost on 27 Sep 2024 with no decision as the reason. There is no platform tenant, so no usage is on record. Nothing is open: no deal, no renewal and no booked call. The last interaction was the 9 Aug 2024 demo.

Read from 2 calls · 2 email threads · 1 deals · 3 people, newest 9 Aug 24

AImade from

Profile

Updated 9 Oct 26
  • IndustryAccountancySource: CRM company record
  • Websitebellhurst.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · 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 only deal was closed lost on 27 Sep 2024 for no decision, and nobody has spoken to Bellhurst since the 9 Aug 2024 demo. The opportunity is a fresh approach to Gemma Dobson, the Managing Director, who was never engaged.

SignalsFinance readQ2 2024 digestQ3 2024 digestGemma Dobson

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

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Key facts

Updated 9 Oct 26
  • Last contact9 Aug 2024Call: Bellhurst Accountancy / BG-Demo – Demo · 791 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown asks Kevin Lister for an introduction to Gemma Dobson and proposes a fresh Starter demo on Bellhurst's own data with her present. discovery
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should re-approach Bellhurst Accountancy and ask Kevin Lister for an introduction to Gemma Dobson, the Managing Director. The Starter deal was lost on 27 Sep 2024 for no decision, and the budget holder was never engaged.

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

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The story

As at Fri 9 Oct 2026
Prospect

Prospect: Bellhurst Accountancy's only Starter deal was closed lost on 27 Sep 2024 for no decision. There is no contract or usage, and nothing since the 9 Aug 2024 demo. Tom Ashdown should re-open it through Gemma Dobson, the Managing Director.

Prospect: Bellhurst Accountancy has no order form, no invoices and £0 ARR in the CRM. Its one new-business Starter deal, with an annual value of £20k, was closed lost on 27 Sep 2024 with no decision as the reason.

There is no platform tenant, so there is no usage to trend. Kevin Lister, Head of Revenue Operations and the CRM champion, found the 9 Aug 2024 demo quite compelling but could not approve the spend.

Nothing is on record since that demo: no tickets, no open deal and no booked call. The main risk is that Gemma Dobson, the Managing Director, was never engaged, and the evidence does not show why approval stalled.

Tom Ashdown should ask Kevin for an introduction to Gemma and propose a fresh Starter demo on Bellhurst's own data, at the v2 list price of £22k, by 9 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, Starter deal lost, no decision

Standing No invoices

Bellhurst Accountancy has no ARR and no billing. Its one new-business Starter deal was closed lost on 27 Sep 2024, with no decision as the lost reason.

  • Starter deal closed lost on 27 Sep 2024
  • Lost reason recorded as no decision
  • No order form and no billing
The analysis

Recurring revenue: there is no ARR on record, because no order form has started. The CRM ARR, the invoiced run rate and the order-form ARR are all £0, and the CRM stage is lost.

Next commitment: none. There is no contract and no open deal.

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

Deals: the new-business Starter deal carried an amount of £26k and an annual value of £20k. It was closed lost on 27 Sep 2024 and the owner, Tom Ashdown, is active in HR.

Bellhurst Accountancy – 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. Q3 2024

    Q3 2024: one demo, proposal requested

    One read this quarter: the 9 Aug 2024 demo. Kevin Lister called the mock-up compelling and will take the investment and timeline to his boss. Tom Ashdown is to send a proposal.

    The analysis

    This period holds one read, the 9 Aug 2024 demo of the brain on Bellhurst Accountancy's data.

    Demo: Hannah Lowe walked Kevin Lister through a mock-up built on Bellhurst's CRM, email and sample call data, including a dashboard built live. Kevin asked about technical set-up, training, time to go live and support.

    Customer view: Kevin called the demo "quite compelling". He needs his boss to approve the investment and timeline, so he is not the final decision-maker.

    Commercial: Hannah quoted four weeks to go live, which matches the Starter implementation, and a six-monthly check-in. The read does not show a tier or price discussed. Tom offered an on-site training day if Kevin wants one, and otherwise only a couple of hours of onboarding.

    Open at the end: Tom Ashdown is to send Kevin the proposal covering scope, timeline and cost. Kevin is to take the investment and timeline to his boss, who was not on the call and is not named. The proposal stays an open item until the boss reviews it. The evidence does not show a signed order form in this period.

    Bellhurst Accountancy / BG-Demo – Demo

    Made from 1 call

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

  2. Q2 2024

    Q2 2024: first contact and Starter discovery

    Three reads, all pre-sale. A webinar invitation went unanswered, Kevin Lister accepted a discovery call, and on 24 Jun 2024 Tom Ashdown quoted Starter at £20k plus £6,000 implementation. Kevin needed his boss's approval.

    The analysis

    Outreach: On 1 Jun 2024 Nell Ashcombe invited Polly Illingworth, Sales Manager, to a 20 Jun 2024 customer webinar on forecasts and deal visibility. The thread holds no reply, so interest and attendance are not shown.

    Scheduling: On 19 Jun 2024 Tom Ashdown asked Kevin Lister, Head of Revenue Operations, for a discovery call. Kevin accepted within hours and chose Wednesday at 10:00 the following week.

    Discovery: On the 24 Jun 2024 call Kevin said a single client question can cost a day pulling data from about five places. He has a CRM, email, recorded calls and a service desk, and sounded intrigued.

    Commercial: Tom quoted Starter at £20k a year plus £6,000 implementation, with a four-week timeline. Kevin did not object to the price but asked whether £20k repeats every year. Tom said renewal pricing depends on the market and would be discussed then.

    Open at the end: Kevin must take the investment to his boss, who was not on the call. The evidence does not show whether approval was given or a scoping call was agreed. Tom was to send Kevin a brief of what the scoping call covers.

    Watch: The four systems Kevin named match the Starter connector limit, so any further source would need the connector add-on or Growth.

    Bellhurst Accountancy / BG-Demo – DiscoveryBG-Demo webinar invitationDiscovery call next week

    Made from 1 call · 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

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
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Karen Oxley, Ciaran Doherty, Lauren Bickerstaff, Sarah Dodds, Bart Huisman, Ailsa Pringle, Lynn Staniforth, Kayleigh Pounder, Troy Henderson, Chantelle Errington, Waqas Hanif, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter BrouwerAlice BrewerJoost VerbeekDouglas Baird+54
  • 15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Gavin Stokes, Michelle Pomeroy, Kerry Bramall, Fraser Moncrieff, Iain Cruickshank, Shane Keane, Anouk Bosman, Karin Sjöberg, Erik Wallin, Hazel Bourne, Lucas Goossens, Brent Olson, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier OrtizAlice BrewerDean HargreavesSam Cheney+43
  • 9 Aug 2024callBellhurst Accountancy / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Kevin ListerBellhurst Accountancy logoTom AshdownHannah LoweKevin Lister
  • 24 Jun 2024callBellhurst Accountancy / BG-Demo – Discovery Tom Ashdown, Kevin ListerBellhurst Accountancy logoTom AshdownKevin Lister
  • 20 Jun 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Nigel Fairbrother, Iain Cruickshank, Graeme Outram, Lily Harker, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian DobsonNell AshcombeClaire HaddonPeter Mayes+20
  • 19 Jun 2024email threadDiscovery call next week Tom Ashdown, Kevin ListerBellhurst Accountancy logoTom AshdownKevin Lister
  • 1 Jun 2024email threadBG-Demo webinar invitation Nell Ashcombe, Polly IllingworthBellhurst Accountancy logoNell AshcombePolly Illingworth
  • 16 May 2024eventBG-Demo webinar Nell Ashcombe, Omar Al Suwaidi, Ravi Riley, Yasmin Openshaw, Melvin Goh, Helen Varley, Sunita Bains, Lee Garside, Diarmuid Kenny, Jens Maes, Shirley Bowman, Ronald Hetherington, Ailsa Pringle, Terry Hinchcliffe, Lynn Staniforth, Kayleigh Pounder, Nichola Hogg, Hugo Fawcett, Hamish Ogilvie, Lewis Tait, Brent Olson, Gemma Dobson, Jess Ferrand, Dan Hosken, Dana Kurtz, Julia HartmannNell AshcombeOmar Al SuwaidiRavi Riley+23
  • 2 May 2024dealBellhurst Accountancy – New Tom Ashdown, Kevin ListerBellhurst Accountancy logoTom AshdownKevin Lister
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

Bellhurst Accountancy's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 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. 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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