B-Viz
Quarrington Care Network logo

Quarrington Care Network

Growing£50kRenews 30 Apr 27Proposal · £12k/yr
made from

AI facts

As at Fri 9 Oct 2026

Quarrington Care Network holds a Growth order form signed 16 Apr 2026 at £50k a year plus £12k implementation, running 30 Apr 2026 to 29 Apr 2027. Active users rose from 15 in May 2026 to 46 in Sep 2026 (207%), against 40 licensed. A £12k expansion deal is at proposal stage with an expected close of 13 Nov 2026, and renewal falls on 30 Apr 2027 at £50k. A free-text intake field was indexed in July 2026, and BG-Demo committed to an allow-list.

Read from 20 calls · 39 email threads · 6 tickets · 1 news items · 2 deals · 15 people · 13 documents, newest 9 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitequarringtoncare.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size1,300 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since30 Apr 2026Source: first executed order form ctr_079_01, signed 16 Apr 2026 · Growth tier · In the CRM since 23 Dec 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateGrowingSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Growing, because active users and questions have risen every month since May 2026, and users now exceed the 40 licensed seats. Invoices are paid within terms and the COO is positive. The single admin is a key-person risk. Opportunity: the £12k expansion, gated by privacy approval.

SignalsDocument roll-upFinance readUsage readQuarrington Care Network / BG-Demo – EscalationExpansion proposal: where we are and what happens nextQ2 2026 digest

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

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Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_079_01, 30 Apr 2026 to 29 Apr 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal30 Apr 2027Basis: order form ctr_079_01 ends 29 Apr 2027 · In 203 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term30 Apr 2026 to 29 Apr 2027Source: order form ctr_079_01 (new), signed 16 Apr 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Open dealProposal · £12,000Source: CRM deal Quarrington Care Network – Expansion · expansion deal · Expected close 13 Nov 2026 · Owner Jordan Pike
  • Last contact7 Oct 2026Email: Expansion proposal: where we are and what happens next · 2 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Apr 2026 · 7 connectors configured
  • Licensed seats4046 active users in Sep 2026 · Order form ctr_079_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Marisol Vega the expansion proposal and the roles and permissions note for privacy and security review before the 19 Oct 2026 negotiation call. upsell
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should put the expansion proposal and roles note in front of Marisol Vega now, so her review is done before the 19 Oct 2026 negotiation call. Gregory Hasselbeck will not sign the £12k expansion until privacy and security approve.

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

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The story

As at Fri 9 Oct 2026
Growing

Growing: active users rose to 46 against 40 licensed on the £50k Growth order form, invoices are paid within terms, and a £12k expansion awaits privacy and security approval. Danielle Okonkwo is the only active admin.

Growing: Quarrington Care Network holds an executed Growth order form at £50k a year, signed 16 Apr 2026 and running to 29 Apr 2027. Renewal falls on 30 Apr 2027, and both invoices were paid within terms.

Active users rose from 15 in May 2026 to 46 in Sep 2026 against 40 licensed, and questions from 198 to 1650. Use is spread, Kayla Vasquez leading at 9% over 90 days, but Danielle Okonkwo is the only active admin.

Gregory Hasselbeck, the COO, will not sign the £12k expansion, at CRM proposal stage for 13 Nov 2026, until privacy and security approve. Marisol Vega has gated new users and connectors since the July 2026 intake field incident.

Jordan Pike sends Marisol the expansion proposal and the roles and permissions note by 9 Oct 2026, ahead of the negotiation call booked for 19 Oct 2026.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£50k£50kApr 26: Contracted ARR £50,000; Invoiced ARR £50,000May 26: Contracted ARR £50,000; Invoiced ARR £50,000Jun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_079.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 26£50,000£50,000
May 26£50,000£50,000
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £50k, all paid, one open expansion

Standing Paid upARR Steady

Contracted ARR is £50k on the Growth order form, first booked in Apr 2026 and matching the invoices and the CRM. Renewal is 30 Apr 2027. An open £12k expansion deal is still a forecast.

  • CRM, invoices and order form all agree at £50k
  • Open expansion deal of £12k at proposal stage, not won
  • Renewal on 30 Apr 2027 at an unchanged price
The analysis

Recurring revenue: Contracted ARR is £50k on the Growth order form signed 16 Apr 2026, with 40 seats and 8 connectors. It has not moved since it was first booked.

Next commitment: Renewal is on 30 Apr 2027, 203 days from the as-of date, at a price of £50k with no change.

Billing: INV-079-0001 and INV-079-0002 are both paid within terms. CRM ARR, the invoiced run rate and the order-form ARR all show £50k, with no difference.

Deals: The open expansion deal is at proposal stage for £12k, expected to close 13 Nov 2026. It is a forecast, not won. Its owner Jordan Pike is active in HR.

ARR by monthCRM reconciliationINV-079-0002Quarrington Care Network – Expansion

Made from 2 deals · 2 fact tables · 2 invoices

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. Q2 2026

    Q2 2026: Growth onboarding, data trust gap

    Growth order form sent in April, then onboarding in May and June. Referral counts did not tie to Trent Nakamura's reports, only a handful of the 40 licensed users logged in, and Trent was the sole admin. Danielle Okonkwo stayed positive.

    The analysis

    Contract: On 14 Apr 2026 Jordan Pike sent the Growth order form (total £62k) and COO Gregory Hasselbeck wanted privacy and security sign-off first. Invoices INV-079-0001 (£12k) and INV-079-0002 (£50k) followed, with no customer reply recorded; a 9 Jun 2026 call said Growth was signed on 30 Apr 2026.

    Kickoff: On 6 May 2026 Danielle said the referrer view was exactly why they bought. Marisol Vega set the gate: no connector goes live before her review, and email stays out.

    Data trust: From 7 May 2026 to 9 Jun 2026 the brain's referral counts did not tie to Trent's report. Causes named were hospital spelling variants, duplicate referrers and CRM created date versus accepted status; a merge rule using Trent's mapping tab was agreed on 3 Jun 2026.

    Adoption: On 13 May 2026 only about two people had logged in. On 27 May 2026 Danielle wanted the forty used before asking for any extra seat, and on 25 Jun 2026 Hollie Grieve said only a handful were logging in.

    Support: Three how-to tickets in May, on physician-hospital modelling, EHR refresh and dashboard design, were handled without issue.

    Open at the end: Trent is the only admin and the call recorder connector had not started on 3 Jun 2026. Training sessions are being scheduled, and marketing invitations had no replies.

    Order form for signature: GrowthQuarrington Care Network / BG-Demo – KickoffQuarrington Care Network / BG-Demo – OnboardingQuarrington Care Network / BG-Demo – OnboardingQuarrington Care Network / BG-Demo – OnboardingQuarrington Care Network / BG-Demo – OnboardingScheduling the training sessions for your team

    Made from 7 calls · 16 email threads · 3 tickets

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

  2. Q1 2026

    Q1 2026: Growth deal gated by privacy review

    Quarrington Care Network moved from discovery to negotiation on a £62k Growth deal. Sentiment stayed positive but privacy sign-off, legal review and single sign-on kept the 16 Apr 2026 close unconfirmed.

    The analysis

    Discovery: Danielle Okonkwo agreed a discovery call by email and on 16 Jan 2026 spoke with Jordan Pike and Gregory Hasselbeck. Jordan sketched Growth at £62k, the total including implementation and not an annual price.

    Privacy gate: Gregory said he would not sign before privacy and security approve, and repeated this on 5 Mar 2026 and 20 Mar 2026. He accepted the figure on 5 Mar 2026.

    Demos: The 6 Feb 2026 demo drew strong interest from Danielle. Brandon Ellison raised HIPAA exposure and single sign-on, which is Enterprise-only.

    Data tracing: On 18 Feb 2026 Trent Nakamura found a referral count that did not tie to his report, and lineage pointed to duplicate logging. On 20 Feb 2026 he asked which source wins and wanted written answers before any pilot.

    Proposal and negotiation: The 3 Mar 2026 proposal call put the target close at 16 Apr 2026, with finance not yet having seen the proposal. On 25 Mar 2026 Shauna Pettibone asked for the 90-day renewal notice in the order form, and was told Growth credits cover availability only.

    Open at the end: Privacy sign-off was incomplete and the liability clause had not reached counsel. On 26 Mar 2026 Shauna could not confirm 16 Apr 2026 pending legal review. Owen Tallis owed an answer on a freshness commitment, and the evidence does not show a signed order form.

    Quarrington Care Network / BG-Demo – DiscoveryQuarrington Care Network / BG-Demo – DemoQuarrington Care Network / BG-Demo – DemoQuarrington Care Network / BG-Demo – NegotiationFollow-up on the Growth proposalFollow-up on terms and next steps

    Made from 5 calls · 10 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
46up 23 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
1,650up 1,090 vs 3 months earlier
Connectors configured · Sep 26
7up 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
56.7 GBup 27.6 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00251,000502,000Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (40)461,65040Apr 26: Active users 1; Licensed seats 40; Questions asked 4May 26: Active users 15; Licensed seats 40; Questions asked 198Jun 26: Active users 23; Licensed seats 40; Questions asked 560Jul 26: Active users 32; Licensed seats 40; Questions asked 955Aug 26: Active users 41; Licensed seats 40; Questions asked 1,350Sep 26: Active users 46; Licensed seats 40; Questions asked 1,650

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 46; Licensed seats 40; Questions asked 1,650. Basis: product usage, facts.usage_monthly:org_079, signals:org_079.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 261404
May 261540198
Jun 262340560
Jul 263240955
Aug 2641401,350
Sep 2646401,650
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB430.0 GB860.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (8)56.7 GB71Apr 26: Connectors configured 0; Active admins 1; Data volume 0.00 GBMay 26: Connectors configured 4; Active admins 2; Data volume 20.02 GBJun 26: Connectors configured 5; Active admins 1; Data volume 29.12 GBJul 26: Connectors configured 6; Active admins 1; Data volume 44.77 GBAug 26: Connectors configured 6; Active admins 1; Data volume 47.75 GBSep 26: Connectors configured 7; Active admins 1; Data volume 56.74 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 7; Active admins 1; Data volume 56.7 GB. Basis: product usage, facts.usage_monthly:org_079, signals:org_079.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26010.00 GB
May 264220.02 GB
Jun 265129.12 GB
Jul 266144.77 GB
Aug 266147.75 GB
Sep 267156.74 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since May 2026

Direction Rising

Rising: the last 4 weeks averaged 16.3 daily active users against 12.0 in the 4 before (+36%). Active users are 46 against 40 seats on the Growth order form, and one admin carries the platform.

  • 46 active users against 40 seats contracted (115%)
  • Last 4 weeks: daily active users 12.0 to 16.3 (+36%)
  • Only one admin active in September 2026
The analysis

Recent weeks: questions rose from 1,345 to 1,490 (+11%) over the last 4 weeks against the 4 before. The week ending 9 Oct 2026 was the busiest of the 13 with 379 questions, and no week had zero questions.

Trend: September 2026 was the peak for active users (46), questions (1,650), connectors (7) and records indexed (27,016,815). The first month on record is April 2026, so the series is only months old.

Who uses it: Danielle Okonkwo was the only admin active in September 2026. Over the last 90 days Kayla Vasquez asked 425 questions (9%) and Carmen Reyes 342 (8%), so use is spread rather than concentrated.

Against the order form: 46 active users is 115% of the 40 seats contracted. 7 connectors are configured against 8 contracted.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

13 documents in 6 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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
Quarrington Care Network – Expansionproposal£12,00013 Nov 2026
CRMmade from

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

Quarrington Care Network's pages are written from 4 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 79 AI summaries of 83 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 15 people (15 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 13 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
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

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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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