Penhallow Vets
Lost£0AI facts
As at Fri 9 Oct 2026Penhallow Vets is an Exeter veterinary group with no order form, no tier and no invoices. Its one Starter new-business deal, with an amount of £26k and an annual value of £20k on the deal record, closed lost on 30 Jan 2026 with the reason no decision. There is no platform tenant and no tickets on record. No deal or call is open or booked. The last interaction on record was 19 Nov 2025, after a demo request for the first week of the new year.
Profile
Updated 9 Oct 26- IndustryVeterinary servicesSource: CRM company record
- Websitepenhallow.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityExeterSource: CRM company record
- Size340 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 2026Lost, because the only deal closed with no decision on 30 Jan 2026 and there is no interaction on record since 19 Nov 2025. Yasmin Lomax and Rob Allott were positive at discovery, so a fresh approach with the demo they asked for is the one opportunity.
Key facts
Updated 9 Oct 26- Last contact19 Nov 2025Email: Demo scheduling · 324 days before 9 Oct 2026
Next step
As at Fri 9 Oct 2026- What
- Tom Ashdown emails Yasmin Lomax and Rob Allott to apologise for the missed follow-up and offer the demo on their own data that Rob requested. Re engage
- Who
Tom Ashdown- When
- This week by 9 Oct 2026
- Why
- Tom Ashdown should write to Yasmin Lomax and Rob Allott to book the demo on their own data that Rob requested on 18 Nov 2025 and never received. The Starter deal closed lost on 30 Jan 2026 for no decision, not for a rival.
The story
As at Fri 9 Oct 2026Lost: Penhallow Vets' only Starter deal closed lost on 30 Jan 2026 for no decision, after Rob Allott's demo request went unanswered. There is no order form, invoice or tenant. Tom Ashdown should re-approach Yasmin Lomax and Rob with the demo.
Lost. Penhallow Vets' only Starter deal closed lost on 30 Jan 2026 for no decision, at £26k with an annual value of £20k on the deal record; there is no order form, invoice or open deal.
There is no platform tenant, usage or ticket on record. Tom Ashdown held discovery on 17 Nov 2025 with Yasmin Lomax, Head of Revenue Operations, and Rob Allott, Finance Director; both were positive about Starter.
Rob asked for a demo on 18 Nov 2025, and the thread shows no BG-Demo reply. His security and cost questions on patient data were only partly answered, and the last interaction was 19 Nov 2025.
Tom should email Yasmin and Rob by 9 Oct 2026 to apologise and offer the demo on their own data, with Hannah Lowe's written answers on security and cost. Tom also checks the practice systems against the Starter four-connector limit.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one lost deal, no billing
Penhallow Vets is a prospect with no order form, so no ARR and no billing. Its one Starter new-business deal closed lost on 30 Jan 2026 with the reason no decision.
- No order form, so no ARR
- Starter deal closed lost, no decision
The analysis
Recurring revenue: there is no ARR on record, because no order form has started. The CRM shows £0 over one record, stage lost.
Next commitment: none. No open deal exists and nothing is booked.
Billing: there are no invoices, so nothing is owed, overdue or disputed.
Deals: the one new-business deal, Starter tier, is closed lost with the reason no_decision. Its amount is £26k and its annual value £20k, both figures from the deal record only. Owner Tom Ashdown is active in HR.
Made from 1 deal · 2 fact tables
History by quarter
As at Fri 9 Oct 2026Each 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.
- Q4 2025
Q4 2025: discovery and demo request
One call and one email thread in Q4 2025. Penhallow Vets, an eight-practice vet group, held discovery on 17 Nov 2025 and was positive about Starter. Rob Allott asked for a demo in the new year; no date was confirmed.
The analysis
Discovery: On 17 Nov 2025 Tom Ashdown ran discovery with Yasmin Lomax and Rob Allott. They described about eight practices on different systems, with finance reconciling invoices by hand.
Customer view: Yasmin called B-Viz "really useful" and asked about set-up time. Rob asked about disruption, then security and cost, given patient data.
Commercial: Tom positioned Starter with a four-week implementation. No price was quoted; a proposal was promised once scope is agreed.
Demo request: On 18 Nov 2025 Rob, Finance Director, wrote that he and Yasmin were keen to see a demo and asked for the first week of the new year because December was busy.
Open at the end: The thread shows no BG-Demo reply, so no demo date is shown as booked. The evidence does not show how many systems need connecting, which matters because Starter has a hard limit of four connectors. It also does not show who signs, and the security questions were only partly answered.
Made from 1 call · 1 email thread
Platform usage
Documents
Activity
- 18 Nov 2025email threadDemo scheduling
- 17 Nov 2025callPenhallow Vets / BG-Demo – Discovery
- 18 Sep 2025eventBG-Demo webinar
+25 - 29 Aug 2025dealPenhallow Vets – New
- 20 Jun 2024eventBG-Demo webinar
+20
Contacts
Evidence trail
Updated 9 Oct 26Penhallow Vets' 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 2 AI summaries of 3 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)
- Activity page block
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- BG-Demo webinar entity
- event_platform/events.csv evt_0626_webinar raw row
- event_platform/registrations.csv evt_0626_webinar:per_0403 raw row
- event_platform/registrations.csv evt_0626_webinar:per_12402 raw row
- event_platform/registrations.csv evt_0626_webinar:per_1403 raw row
- event_platform/registrations.csv evt_0626_webinar:per_14501 raw row
- event_platform/registrations.csv evt_0626_webinar:per_14601 raw row
- +17 more
- BG-Demo webinar entity
- event_platform/events.csv evt_1081_webinar raw row
- event_platform/registrations.csv evt_1081_webinar:per_13103 raw row
- event_platform/registrations.csv evt_1081_webinar:per_13602 raw row
- event_platform/registrations.csv evt_1081_webinar:per_13703 raw row
- event_platform/registrations.csv evt_1081_webinar:per_15002 raw row
- event_platform/registrations.csv evt_1081_webinar:per_1501 raw row
- +22 more
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets / BG-Demo – Discovery entity
- AI opinion page block
- Penhallow Vets: lost prospect AI record
- Prospect, one lost deal, no billing AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- facts.arr_monthly:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets – New entity
- facts.reconciliation_t0:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Q4 2025: discovery and demo request AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Discovery call: eight-practice vet group AI record
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Discovery call: eight-practice vet group AI record
- Rob Allott, Finance Director AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Rob Allott entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7502:org_075 raw row
- Penhallow Vets entity
- Discovery call: eight-practice vet group AI record
- Ian Dobson, Account Manager AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Ian Dobson entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7503:org_075 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- +1 more
- Prospect, one lost deal, no billing AI record
- Penhallow Vets: lost prospect AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets – New entity
- facts.arr_monthly:org_075 facts table
- AI facts page block
- Penhallow Vets: lost prospect AI record
- Prospect, one lost deal, no billing AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- facts.arr_monthly:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets – New entity
- facts.reconciliation_t0:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Q4 2025: discovery and demo request AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Discovery call: eight-practice vet group AI record
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Discovery call: eight-practice vet group AI record
- Rob Allott, Finance Director AI record
- Discovery call: eight-practice vet group AI record
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BG-Demo – Discovery entity
- Penhallow demo scheduling AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Demo scheduling entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Rob Allott entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7502:org_075 raw row
- Penhallow Vets entity
- Discovery call: eight-practice vet group AI record
- Ian Dobson, Account Manager AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Ian Dobson entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7503:org_075 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- +1 more
- Prospect, one lost deal, no billing AI record
- Penhallow Vets: lost prospect AI record
- Contacts page block
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Rob Allott entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7502:org_075 raw row
- Penhallow Vets entity
- Ian Dobson entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7503:org_075 raw row
- Penhallow Vets entity
- Yasmin Lomax entity
- Open deals (computed from the records; nothing to show yet) page block
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
- Finance read page block
- Prospect, one lost deal, no billing AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- facts.arr_monthly:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets – New entity
- facts.reconciliation_t0:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Prospect, one lost deal, no billing AI record
- hero page block
- Penhallow Vets: lost prospect AI record
- +1 more
- Penhallow Vets: lost prospect AI record
- History by quarter page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage (computed from the records; nothing to show yet) page block
- Usage read (computed from the records; nothing to show yet) page block