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Trevanion Marine logo

Trevanion Marine

Lost£0

AI facts

As at Fri 9 Oct 2026

Trevanion Marine, a Plymouth marine services firm, has no contract and no invoices with BG-Demo. Tom Ashdown sent Starter proposals dated 1 Nov 2023 and 6 Nov 2023, both at £20k a year plus £6,000 implementation, and neither is executed. The only deal, a new-business Starter deal of £26k, closed lost on 24 Nov 2023 with the reason no decision. There is no platform usage, no open deal and no renewal. The last interaction on record is a conference invitation emailed on 25 Feb 2025.

Read from 3 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 25 Feb 25

Profile

Updated 9 Oct 26
  • IndustryMarine servicesSource: CRM company record
  • Websitetrevanion.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityPlymouthSource: CRM company record
  • Size160 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: 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 only deal closed lost on 24 Nov 2023 for no decision after Chris Openshaw held the Starter proposal pending security answers. No reply to the security review offer is shown, and nothing has come back since. A fresh security-led approach to Ian Nuttall is the one opening.

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

Key facts

Updated 9 Oct 26
  • Last contact25 Feb 2025Email: Data leaders conference invitation · 591 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown emails Ian Nuttall to offer a data security walkthrough with Tobias Renwick, and asks him to include Chris Openshaw, as the first step of a Starter win-back. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen Trevanion Marine with Ian Nuttall by offering a data security session led by Tobias Renwick. The only deal closed lost for no decision after the Managing Director's security concern was never answered.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Trevanion Marine never signed. Its only Starter deal, at £26k, closed lost on 24 Nov 2023 after the Managing Director held it over data security. Tom Ashdown should reopen with Ian Nuttall through a security walkthrough with Tobias Renwick.

Lost: Trevanion Marine has no contract, no invoices and no renewal. Its only deal, a Starter deal at £26k, closed lost on 24 Nov 2023 for no decision, and the 6 Nov 2023 proposal was never executed.

There is no platform usage and there have never been any tickets. Ian Nuttall, Operations Director and champion, called the 19 Oct 2023 demo brilliant. Tom Ashdown, still active, knows the account best.

On 13 Nov 2023 Chris Openshaw, Managing Director, held the proposal until BG-Demo explained its data security, and no answer is shown. There has been no contact since a conference invitation on 25 Feb 2025.

Tom should email Ian by 9 Oct 2026 offering a data security walkthrough with Tobias Renwick, Chief Technology Officer, and ask him to bring Chris. Any new proposal would be at the v2 Starter list of £22k.

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

Standing No invoices

Trevanion Marine has no ARR and no billing. Its only deal, a new-business Starter deal, was closed lost on 24 Nov 2023 with the reason no decision.

  • No ARR and no billing
  • Only deal closed lost on 24 Nov 2023
  • Lost reason: no decision
The analysis

Recurring revenue: no order form has ever started, so there is no ARR. The CRM shows £0 ARR on one record at the lost stage.

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

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

Deals: the Starter deal had an amount of £26k and an annual value of £20k. It was created on 11 Sep 2023 and closed lost on 24 Nov 2023, with the lost reason no decision. The owner, Tom Ashdown, 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 2025

    Q1 2025: one conference invitation, no reply

    One read in the period: a 25 Feb 2025 email in which Sofia Marchetti invited Sam Nuttall to the Data leaders conference in Manchester on 12 Mar 2025. The thread shows no customer response.

    The analysis

    Period: this digest rests on one read, an email thread dated 25 Feb 2025. It held a logistical invitation and no commercial content.

    Invitation: Sofia Marchetti invited Sam Nuttall to the Data leaders conference in Manchester on 12 Mar 2025, where BG-Demo was exhibiting.

    Customer view: the thread holds no response from Sam, so the read does not show his interest. Its sentiment is neutral.

    Opportunity: the read notes that an in-person meeting at the conference could strengthen the relationship with Sam.

    Open at the end: the read suggests Sofia check whether Sam replied elsewhere, or follow up. The evidence does not show whether he attended, and it shows no calls, tickets, news or price conversations in the quarter.

    Made from 1 email thread

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

  2. Q4 2023

    Q4 2023: Starter proposal stalls on security

    Discovery, demo and proposal for Starter all went well, at £26k in year one. On 13 Nov 2023 Chris Openshaw held back until BG-Demo explains its data security. No signature is shown by the end of the period.

    The analysis

    Discovery: On 2 Oct 2023 Tom Ashdown spoke to Ian Nuttall, Operations Director, who said job and client data sits across email and a CRM. Tom quoted £26k for the first year and Ian agreed to a demo.

    Demo: On 19 Oct 2023 Tobias Renwick demoed to Ian, who called the result brilliant and said the timeline suited his team. No price was discussed and Tom owed a proposal.

    Proposal: On 9 Nov 2023 Tom proposed Starter to Ian and Chris Openshaw: £6,000 implementation and £20k a year. Chris said it sounded reasonable, and Tom asked for a signed order form by 24 Nov 2023.

    Security: On 13 Nov 2023 Chris wrote that he and Ian needed to understand BG-Demo's approach to data security before going further. Tom answered, pointing to data staying in the customer's own Snowflake account, and offered a security review call.

    Open at the end: The Starter proposal is still an open item. The evidence does not show a reply to the security review offer, a signed order form, or who else must approve.

    Made from 3 calls · 1 email thread

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

  3. Q3 2023

    Q3 2023: one intro email, call to be set

    One read in the period: an email thread from 25 Sep 2023 in which Tom Ashdown approached Ian Nuttall about B-Viz. Ian replied within the hour and was open to a chat. No call is shown as held.

    The analysis

    Outreach: On 25 Sep 2023 Tom Ashdown approached Ian Nuttall, Operations Director at Trevanion Marine, about a single place to ask questions across data and systems. Tom offered a quick chat about B-Viz for the boatyard.

    Response: Ian replied within the hour that it sounded interesting and said he had time that week. Tom then proposed a call later that week.

    What the thread lacks: Ian gave no detail on needs, budget or other stakeholders. The read treats the thread as scheduling only.

    Open at the end: Tom Ashdown was to fix a call time with Ian. The thread does not show a call being held or any later outcome, so the period closes with interest expressed but no discovery conversation on record.

    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

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

Trevanion Marine'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 8 AI summaries of 9 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

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

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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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