B-Viz
Grisedale Search & Selection logo

Grisedale Search & Selection

Healthy£48kRenews 1 May 27
made from

AI facts

As at Fri 9 Oct 2026

Grisedale Search & Selection holds a Growth subscription plus five extra connectors at £48k a year under the order form signed 27 Apr 2026, running 1 May 2026 to 30 Apr 2027. Active users were 36 in Sep 2026 against 40 licensed seats, with 877 questions asked that month. The renewal falls on 1 May 2027 at a price-book £50k, and no deal is open. The CRM owner, Priya Raman, left BG-Demo on 28 Aug 2026.

Read from 27 calls · 66 email threads · 24 tickets · 4 deals · 14 people · 21 documents, newest 21 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websitegrisedale.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityManchesterSource: CRM company record
  • Size160 employeesSource: CRM company record
  • CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Marcus Bell · The sources disagree
  • Customer since1 May 2024Source: first executed order form ctr_082_01, signed 17 Apr 2024 · Starter tier · In the CRM since 27 Dec 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because the executed order form, invoices and CRM agree at £48k and every invoice was paid within terms, and use has held at 36 active users since the Growth term began. Stuart Haworth's value doubts make a one-page value case before renewal essential.

SignalsDocument roll-upFinance readGrisedale Search & Selection / BG-Demo – QBRQ1 2025 digestUsage read

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£48,500Source: executed order form ctr_082_04, 1 May 2026 to 30 Apr 2027 · CRM £48,500 · Invoiced run rate £48,500 · As of 9 Oct 2026
  • Next renewal1 May 2027Basis: order form ctr_082_04 ends 30 Apr 2027 · In 204 days · Renewal price £50,000 (+3.1%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 May 2026 to 30 Apr 2027Source: order form ctr_082_04 (renewal), signed 27 Apr 2026 · Billed annually · 40 seats, 13 connectors
  • TierGrowthSource: the current order form
  • Last contact21 Sep 2026Call: Grisedale Search & Selection / BG-Demo – Check In · 18 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since May 2024 · 10 connectors configured
  • Licensed seats4036 active users in Sep 2026 · Order form ctr_082_04: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell sends Stuart Haworth a one-page value case covering usage by person, the recovery in daily users and the Growth renewal price, and introduces Owen Tallis as the commercial owner for the money conversation. renewal
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell sends Stuart Haworth the one-page value case he asked for at the 1 Sep 2026 QBR, with Owen Tallis named commercial owner. The money conversation was passed to Priya Raman, who has left, and the 1 May 2027 renewal moves to £50k.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Growth at £48k a year to 30 Apr 2027, fully paid, with 36 active users held since May 2026. Stuart Haworth questions value and the CRM owner has left; Marcus Bell sends a one-page value case before the 1 May 2027 renewal at £50k.

Healthy: Grisedale Search & Selection holds Growth plus five extra connectors at £48k a year under the order form signed 27 Apr 2026, to 30 Apr 2027. All invoices are paid within terms; renewal on 1 May 2027 is priced at £50k.

Active users held at 36 from May 2026 to Sep 2026; questions rose from 829 to 877. Sophie Doyle asks 17% of questions over the last 90 days, and Nadia Bashir is the only active admin.

Stuart Haworth, the Managing Director, challenged value at the 1 Sep 2026 QBR on about six daily users and wants a money conversation. Priya Raman, the CRM owner, left BG-Demo on 28 Aug 2026, leaving no active commercial owner.

Marcus Bell sends Stuart a one-page value case by 9 Oct 2026, with Owen Tallis taking over as commercial owner for the renewal price.

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£50kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansionexpansion£48k£48kMay 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £24,000; Invoiced ARR £22,114Nov 25: Contracted ARR £24,000; Invoiced ARR £22,114Dec 25: Contracted ARR £24,000; Invoiced ARR £22,114Jan 26: Contracted ARR £24,000; Invoiced ARR £22,114Feb 26: Contracted ARR £24,000; Invoiced ARR £22,114Mar 26: Contracted ARR £24,000; Invoiced ARR £22,114Apr 26: Contracted ARR £24,000; Invoiced ARR £22,114May 26: Contracted ARR £48,500; Invoiced ARR £48,500Jun 26: Contracted ARR £48,500; Invoiced ARR £48,500Jul 26: Contracted ARR £48,500; Invoiced ARR £48,500Aug 26: Contracted ARR £48,500; Invoiced ARR £48,500Sep 26: Contracted ARR £48,500; Invoiced ARR £48,500

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 £48k; Invoiced ARR £48k. Basis: accounting system, facts.arr_monthly:org_082.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 24£19,500£19,500
Jun 24£19,500£19,500
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£24,000£22,114
Nov 25£24,000£22,114
Dec 25£24,000£22,114
Jan 26£24,000£22,114
Feb 26£24,000£22,114
Mar 26£24,000£22,114
Apr 26£24,000£22,114
May 26£48,500£48,500
Jun 26£48,500£48,500
Jul 26£48,500£48,500
Aug 26£48,500£48,500
Sep 26£48,500£48,500
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £48k, all paid, no active owner

Standing Paid upARR Rising

Contracted ARR is £48k under the Growth renewal order form, matching invoiced ARR. Renewal is on 1 May 2027 at £50k by the price-book rule. All five invoices were paid within terms. Priya Raman owns the deals and is not active in HR.

  • Renewal on 1 May 2027 at £50k by the price-book rule
  • All deals owned by Priya Raman, not active in HR
  • CRM, invoices and order form agree
The analysis

Recurring revenue: Contracted ARR is £48k under the Growth renewal order form signed 27 Apr 2026, and invoiced ARR is the same figure. It moved three times: new in May 2024, then expansions in Oct 2025 and May 2026.

Next commitment: Renewal falls on 1 May 2027, 204 days from 9 Oct 2026. The price-book renewal price is £50k against £48k today.

Billing: Five invoices, all paid within terms. The CRM, the invoices and the executed order form agree, with no difference.

Deals: Four deals, all closed won, none open. Priya Raman owns all four and is not an active employee in HR, so the account has no active deal owner.

ARR by monthCRM reconciliationINV-082-0005Grisedale Search & Selection – Renewal

Made from 4 deals · 2 fact tables · 5 invoices

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

AImade from

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 renewal sent, use broadening

    Grisedale moved from a Starter term to a Growth renewal. Stuart Haworth balked at the £48k price on 2 Apr 2026; the order form went out 23 Apr 2026 and the invoice 27 Apr 2026. Use broadened, with four tickets.

    The analysis

    Renewal: on the 2 Apr 2026 call Priya Raman proposed Growth at £48k against £24k now. Stuart Haworth called it double, wanted a discount conversation and said "keep talking", not yes.

    People: Lauren Pilkington values the product and said it already saves hours. She is the only person who knows how it is wired, a key-person risk.

    Paper: on 23 Apr 2026 Priya sent the Growth order form for signature by Monday 27 April 2026. Stuart said he would sign if it matched. The reads do not show it executed.

    Billing: on 27 Apr 2026 Rachel Dunmore sent Carl Whittle invoice INV-082-0005 for £48k net, £58k gross, due 27 May 2026. There was no reply.

    Adoption: at the 13 May 2026 check-in Marcus Bell found use up well over the previous quarter, with 40 licensed users. Lauren said use had spread beyond her. The dashboards builder was unused, and they started the first dashboard. The next renewal is 1 May 2027.

    Support: four tickets. Duplicate search results on 21 Apr 2026 were fixed. A dashboard filter question on 14 May 2026 was answered. A slow query ticket on 15 May 2026 was escalated. Missing CRM emails on 3 Jun 2026 were fixed by a connector change.

    Open at the end: the signed order form, the invoice receipt, the slow query fix and Marcus's answer on complaints beside open roles. Customer Day invitations on 11 Jun 2026 went unanswered.

    Grisedale Search & Selection / BG-Demo – RenewalOrder form for signatureInvoice INV-082-0005 for your recordsGrisedale Search & Selection / BG-Demo – Check InQueries running slowlyCheck-in notes

    Made from 2 calls · 7 email threads · 4 tickets

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

  2. Q1 2026

    Q1 2026: renewal pricing and value doubts

    Starter renewal notice and a Growth proposal met doubts from Stuart Haworth about value and price. Usage stayed at three or four of 15 licences. One ticket and one data quality ticket were closed. The renewal was open at quarter end.

    The analysis

    Renewal: On 30 Jan 2026 Marcus Bell gave formal notice that the Starter term, contracted at £24k a year, runs to 30 Apr 2026, with a Growth renewal at £48k total deal value open. Stuart Haworth had not replied.

    Value: On 5 Feb 2026 Stuart asked whether it earns its keep and what another year costs, and sent pricing to Priya Raman. He did not commit to renewing.

    The 12 Feb 2026 call: Stuart challenged the Growth proposal and asked for two options, current plan and Growth. He will not sign without a discount conversation. Lauren Pilkington liked the dashboards builder.

    Usage: At the 2 Mar 2026 QBR only three or four of 15 licences were active, and all four connectors were in use. Stuart called it a £24k tool few use, and a 30-minute consultant session was agreed.

    Support: On 13 Mar 2026 a ticket showed a CRM record missing from search because of a blank required field, fixed by the customer. On 16 Mar 2026 Lauren thanked Bethan Lister for a quick fix to the client accounts page, with no cause stated.

    People: Lauren and Nadia Bashir carry most usage. Lauren asked for complaints beside open roles, a possible Growth dashboards need. Webinar invitations drew no reply.

    Open at the end: On 23 Mar 2026 Lauren expected Stuart to ask for a discount. The renewal was unsigned, with a target of 27 Apr 2026.

    Grisedale Search & Selection / BG-Demo – RenewalGrisedale Search & Selection / BG-Demo – QBRGrisedale Search & Selection / BG-Demo – Check InBooking a renewal conversationGrisedale renewal: notice and next stepsRecent records not showing in search

    Made from 3 calls · 8 email threads · 1 ticket

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

  3. Q4 2025

    Q4 2025: routine billing, one fix, one login gap

    Four reads: an invoice thread awaiting a PO number, an event invitation with no reply, a dashboard slowdown fixed quickly, and a new user's login error whose resolution is not shown.

    The analysis

    Billing: on 1 Oct 2025 Rachel Dunmore sent Carl Whittle invoice INV-082-0004, gross £3,137, due 31 Oct 2025, and asked for a PO number. The thread holds no customer response, so the PO number and any concern are not shown.

    Support: on 5 Nov 2025 consultants reported slow dashboards at morning peak. Bethan Lister optimised query settings and the customer confirmed performance significantly improved.

    Marketing: on 15 Nov 2025 Alice Brewer invited Lauren Pilkington to a Revenue leaders roundtable in London on 25 Nov 2025. There was no reply, so interest is not shown.

    Support: on 4 Dec 2025 Nadia reported an authentication error for a new user. Bethan replied within 2 hours asking about the error and whether the user exists in the source systems.

    Open at the end: the PO number, and whether the login problem was resolved and the customer told. The ticket is closed but the last visible message is Bethan's question.

    Invoice INV-082-0004Invitation: Revenue leaders roundtable in LondonDashboard loading slowlyUser authentication error during login

    Made from 2 email threads · 2 tickets

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

  4. Q3 2025

    Q3 2025: thin adoption clouds expansion

    Calm start, then falling use. About half the fifteen Starter seats sat idle, Stuart Haworth questioned value, and a £2,614 expansion went to signature on 26 Sep 2025 with no signature recorded by 30 Sep 2025.

    The analysis

    Check-in: On 14 Jul 2025 Lauren Pilkington asked to see client complaints beside open roles. On 22 Jul 2025 she said about half of the fifteen Starter seats belong to people who tried it once.

    Expansion: On 1 Sep 2025 Priya Raman presented a £2,614 Starter expansion. Stuart asked what he is paying nineteen and a half thousand for, and the expansion was tied to an adoption session.

    Adoption: On 2 Sep 2025 Lauren admitted some consultants went back to spreadsheets. At the 4 Sep 2025 QBR only two or three of fifteen licensed users logged in on a typical day, and a 30-minute consultant session was agreed.

    Renewal: On 15 Sep 2025 Priya asked Stuart for a renewal conversation ahead of 30 Apr 2026. He doubted enough people use the brain but agreed to a Thursday slot.

    Negotiation: On 23 Sep 2025 Priya and Owen Tallis recapped the expansion, with signing targeted for 30 Sep 2025 and any concession first-term only. On 26 Sep 2025 the order form went to Stuart, who pressed on cost; Priya said there was no movement.

    Other: Two routine tickets, an export how-to on 20 Aug 2025 and a leaver's account deactivation on 24 Sep 2025. Alice Brewer's roundtable invitations of 11 and 15 Sep 2025 drew no reply.

    Open at the end: No signature is recorded. The renewal on 1 May 2026 will turn on value.

    Grisedale Search & Selection / BG-Demo – Check InGrisedale Search & Selection / BG-Demo – ProposalGrisedale Search & Selection / BG-Demo – QBRBooking in a usage review for GrisedaleTime to talk about the renewalExpansion order form for signature

    Made from 4 calls · 7 email threads · 2 tickets

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

  5. Q2 2025

    Q2 2025: Starter renewal and value question

    Starter renewal paperwork went out in April 2025 and a credential rotation briefly stalled a connector. The 27 May 2025 check-in found usage slightly down, Lauren Pilkington relying on the £20k price needing a value case, and key-person risk.

    The analysis

    Support: On 2 Apr 2025 a connector stopped syncing because Grisedale's security team had rotated API credentials without updating the brain. Bethan diagnosed it and Lauren Pilkington committed to re-entering the credentials.

    Renewal: On 23 Apr 2025 Priya Raman sent Stuart Haworth the Starter renewal order form for 15 users at £20k, asking for signature by Fri 25 Apr 2025. Stuart said he would sign on Thursday but asked to be reminded; the thread does not show the signature.

    Billing: On 25 Apr 2025 Rachel Dunmore sent Carl Whittle invoice INV-082-0003: £20k net, £23k gross, due 25 May 2025. No customer response is shown.

    Check-in: On 20 May 2025 Lauren accepted a Thursday 11:30 slot and asked to bring a consultant with questions about client complaints. On 27 May 2025 she said she needs to justify £20k a year, and Marcus Bell called her large share of questions fragile.

    Support: Also on 27 May 2025 a new user saw no data because they were not in a data group. Connor Webb fixed it the same day.

    Outreach: Customer Day invitations (12 Jun 2025) went to Joe Mallinson and Lauren, and a webinar invitation (17 Jul 2025) went to Becky Tattersall. None has a reply in the threads.

    Open at the end: The usage summary and consultant session were still to be arranged. The contract runs to 30 Apr 2026, and payment of the invoice is not shown in these reads.

    Grisedale Search & Selection / BG-Demo – Check InRenewal order form for signatureInvoice INV-082-0003 for your Starter renewalConnector stopped syncing dataCheck-in notesNew user not seeing any data

    Made from 1 call · 7 email threads · 2 tickets

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

  6. Q1 2025

    Q1 2025: Starter renewal, value doubts

    Q1 2025 centred on the Starter renewal at a flat £20k. Stuart Haworth doubted the value and wanted a price conversation. Use rose but stayed thin and Lauren Pilkington was the main asker. No signature is shown.

    The analysis

    Support, January: On 23 Jan 2025 Nadia reported client feedback missing from search for a couple of days, a data freshness delay. On 30 Jan 2025 she was shown candidate search by name and ID.

    Renewal, January: On 28 Jan 2025 Marcus Bell asked for a renewal talk, noting a usage dip. Stuart said he was not sure the brain was earning its keep.

    Price: On 30 Jan 2025 Marcus sent formal notice of renewal at £20k. Stuart said nothing is signed until the price conversation and asked what a smaller team costs.

    February: On 4 Feb 2025 Connor confirmed there are no hard search limits. On 5 Feb 2025 Priya Raman offered £20k with no discount and agreed quarterly invoicing at the same annual figure. Lauren asked on 25 Feb 2025 to see client complaints next to open roles.

    QBR, March: On 3 Mar 2025 use was up, but only three or four people a day on 15 seats, and Lauren was the main asker. Stuart said he never signs without a chat. On 4 Mar 2025 he called the headline good.

    Late March: On 19 Mar 2025 a returning consultant was reactivated. On 28 Mar 2025 Priya repeated the flat price; Carl Whittle wanted the quarterly schedule in the order form.

    Open at the end: Signature was targeted for 25 Apr 2025. The reads do not show it was signed. No user upsell is in sight, as Stuart said they are not hiring.

    Renewal conversation: finding a timeRenewal notice for GrisedaleGrisedale Search & Selection / BG-Demo – RenewalGrisedale Search & Selection / BG-Demo – QBRGrisedale Search & Selection / BG-Demo – RenewalFeedback not showing in search results

    Made from 3 calls · 4 email threads · 4 tickets

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

  7. Q4 2024

    Q4 2024: wider use, renewal heads-up given

    Use spread beyond Lauren Pilkington to several consultants. Tickets were routine apart from a search duplicates bug. Marcus Bell flagged the 30 Apr 2025 renewal on 25 Nov 2024; Lauren expects Stuart to ask about cost.

    The analysis

    Support: on 5 Nov 2024 Becky reported search results showing the same record twice. Connor found a query handler bug for certain filter combinations and escalated it to the platform team.

    Support: on 13 Nov 2024 Nadia asked for a default view of clients with open roles, and Bethan showed how to filter and save it. The feature worked as requested.

    Engagement: Sofia Marchetti invited Lauren to an in-person roundtable on 26 Nov 2024 (sent 7 Nov 2024) and to a webinar on 21 Nov 2024 (second request, 14 Nov 2024). Neither thread shows a reply.

    Check-in: on 19 Nov 2024 Marcus Bell arranged a 30-minute check-in, and Lauren said a consultant wants a client's open roles and complaints on one page. The call held on 25 Nov 2024 found use spread across several consultants, with Lauren positive.

    Renewal: Marcus said the contract runs to 30 Apr 2025 and Priya will handle paperwork and price. Lauren warned that Stuart always asks what it costs, so Marcus promised a one-page value summary.

    People: on 5 Dec 2024 a new consultant could not log in. Connor offered to activate her access from the admin side.

    Open at the end: the search fix is not confirmed as deployed, the value summary is not yet shown as sent, and some consultants still resist new habits. The renewal outcome is not shown.

    Grisedale Search & Selection / BG-Demo – Check InSearch results showing duplicate recordsCheck-in callWebinar invitation from BG-DemoNew user can't access the brain

    Made from 1 call · 3 email threads · 3 tickets

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

  8. Q3 2024

    Q3 2024: value doubt, then adoption lifts

    Twelve reads. Support was routine. At the 2 Sep 2024 QBR the Managing Director questioned value at about two daily users out of 15. By 27 Sep 2024 daily use was nearly four after a Monday checklist habit, but the renewal price talk is still ahead.

    The analysis

    Support: On 5 Jul 2024 the help desk connector stopped syncing after the customer updated API credentials, and Bethan Lister had Nadia Bashir re-authenticate it. Two how-to tickets followed, on 15 Jul 2024 and 13 Aug 2024, on complaint search and saved searches; both were resolved and the customer was satisfied.

    Check-ins: On 26 Jul 2024 Lauren Pilkington said tickets were fine and asked to see complaints beside open roles. On the 5 Aug 2024 call she called complaint visibility the big gain and asked about open roles by sector.

    Watch: The 5 Aug 2024 call also noted that a renamed CRM field had broken a connector mapping. Many of the 15 seats were unused.

    Value doubt: At the 2 Sep 2024 QBR Stuart Haworth asked what he is paying for if consultants do not use it. Marcus Bell confirmed Starter at £20k a year to 30 Apr 2025, and Stuart expects a discount discussion.

    Adoption: On 3 Sep 2024 Marcus proposed one 30 minute consultant session, and Stuart asked about the cost in time. By the 27 Sep 2024 call daily use was nearly four people, up from about two, with no tickets.

    Open at the end: Lauren wants a scheduled report that needs the dashboards builder, but is keeping it from Stuart. Marcus owes a how-to and an answer on complaints appearing automatically, Lauren owes two or three consultant names, and the pricing conversation with Priya is still to come.

    Help desk connector not syncingGrisedale Search & Selection / BG-Demo – QBRCheck-in follow-up and next stepsGrisedale Search & Selection / BG-Demo – Check In

    Made from 3 calls · 6 email threads · 3 tickets

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

  9. Q2 2024

    Q2 2024: Starter kickoff and early onboarding

    Grisedale's Starter term began with positive onboarding and good training feedback. Adoption stayed narrow, with two active contacts against fifteen licensed users. The executed order form is not shown, and the fourth connector was still awaiting access.

    The analysis

    Contract: Priya Raman sent Stuart Haworth the Starter order form at £26k including implementation, and Stuart said on 17 Apr 2024 he was signing. The thread does not show the executed copy.

    Billing: the first invoice, issued 18 Apr 2024, was net £6,000 (gross £7,200), due 18 May 2024. The 1 May 2024 Starter invoice was £20k net (£23k gross), due 31 May 2024; neither thread shows a customer reply or payment.

    Kickoff: on 3 May 2024 Marcus Bell confirmed Starter at £20k a year, fifteen users, term 1 May 2024 to 30 Apr 2025. Lauren Pilkington feared Stuart would question the purchase if consultants did not use it.

    Onboarding: Nadia Bashir found duplicate client names in the CRM data, and Callie Brennan merged them by 23 May 2024. On 17 May 2024 written CRM access slipped to Thursday; by 28 May 2024 the CRM and complaints spreadsheet were loading and Lauren was positive.

    Training: on 6 Jun 2024 Nadia and Joe Mallinson liked search and chat on real clients. Mailbox coverage is shared inboxes only, and widening it needs Lauren's written decision.

    Open at the end: the call recorder connector awaited written access, hardly anyone beyond two contacts had logged in, and Customer Day invitations for 13 Jun 2024 had no reply.

    Grisedale Search & Selection / BG-Demo – KickoffGrisedale Search & Selection / BG-Demo – OnboardingGrisedale Search & Selection / BG-Demo – TrainingGrisedale order form ready for signatureYour first BG-Demo invoiceTraining session: confirming the plan

    Made from 4 calls · 9 email threads

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

  10. Q1 2024

    Q1 2024: Starter sale stalls on price

    Twelve reads: discovery, demo and proposal for a Starter deal at £26k first-year total. Lauren Pilkington championed it. Managing Director Stuart Haworth, who signs alone, wanted a price conversation. A concession offer ran to 17 Apr 2024.

    The analysis

    Outreach: on 8 Jan 2024 Nell Ashcombe invited Lauren Pilkington to a webinar on 18 Jan 2024, and on 18 Jan 2024 Priya Raman asked for discovery slots. The thread shows no customer reply to either.

    Discovery: on 22 Jan 2024 Lauren described consultants hunting across CRM, email and a shared drive. Priya quoted about £26k for the first year including implementation, which Lauren said was more than she would sign off herself.

    Demo: on 12 Feb 2024 Tobias Renwick demoed on Grisedale's own data and the team liked it. Nadia Bashir wanted permissions written down, and Becky Tattersall wanted complaint data kept apart from candidate details, which the 13 Feb 2024 thread leaves unanswered.

    Proposal: on 5 Mar 2024 Priya presented Starter at £26k, the first-year total including implementation and not an annual price. Stuart called it a chunk, said he will not sign without a price conversation, and made consultant adoption his condition. Priya offered a revised first-term figure if signed by 18 Mar 2024.

    Negotiation: on 27 Mar 2024 Owen Tallis offered a concession on either the first term or the set-up fee, not both, lapsing after 17 Apr 2024. Lauren leaned towards fixing the set-up, and a revised order form was to follow.

    Open at the end: no signature is shown. Stuart had not committed, the revised figure is not in the reads, and adoption by the consultants was untested.

    Grisedale Search & Selection / BG-Demo – DiscoveryGrisedale Search & Selection / BG-Demo – ProposalGrisedale Search & Selection / BG-Demo – NegotiationFollowing up on the demoProposal for Grisedale

    Made from 4 calls · 8 email threads

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

  11. Q4 2023

    Q4 2023: one webinar invitation, no reply

    One read in the quarter: a 29 Oct 2023 email from Nell Ashcombe inviting Nadia Bashir to a BG-Demo webinar on 16 Nov 2023. The thread holds no customer response.

    The analysis

    Invitation: on 29 Oct 2023 Nell Ashcombe invited Resourcing Coordinator Nadia Bashir to an online BG-Demo webinar on Thursday 16 November 2023.

    Purpose: the webinar was to show how teams use B-Viz to view CRM records, calls, emails and tickets together. Nell asked for a reply if Nadia wanted joining details.

    Customer view: the thread holds no customer response, and the evidence does not show whether Nadia attended. The read treats the invitation as pitching to resourcing and operations people who chase information across systems.

    Open at the end: nothing is recorded as agreed or requested. No ticket, call, price conversation or contract matter appears in the period.

    Invitation: BG-Demo online webinar

    Made from 1 email thread

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
36level vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
877down 34 vs 3 months earlier
Connectors configured · Sep 26
10level vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
8.2 GBup 0.3 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020500401,000May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included users (40)4036877May 24: Active users 9; Licensed seats 15; Questions asked 85Jun 24: Active users 11; Licensed seats 15; Questions asked 216Jul 24: Active users 12; Licensed seats 15; Questions asked 306Aug 24: Active users 14; Licensed seats 15; Questions asked 175Sep 24: Active users 14; Licensed seats 15; Questions asked 335Oct 24: Active users 14; Licensed seats 15; Questions asked 375Nov 24: Active users 14; Licensed seats 15; Questions asked 325Dec 24: Active users 14; Licensed seats 15; Questions asked 248Jan 25: Active users 14; Licensed seats 15; Questions asked 310Feb 25: Active users 14; Licensed seats 15; Questions asked 307Mar 25: Active users 14; Licensed seats 15; Questions asked 352Apr 25: Active users 14; Licensed seats 15; Questions asked 315May 25: Active users 14; Licensed seats 15; Questions asked 299Jun 25: Active users 14; Licensed seats 15; Questions asked 314Jul 25: Active users 14; Licensed seats 15; Questions asked 359Aug 25: Active users 14; Licensed seats 15; Questions asked 167Sep 25: Active users 14; Licensed seats 15; Questions asked 348Oct 25: Active users 14; Licensed seats 15; Questions asked 354Nov 25: Active users 14; Licensed seats 15; Questions asked 317Dec 25: Active users 14; Licensed seats 15; Questions asked 261Jan 26: Active users 14; Licensed seats 15; Questions asked 310Feb 26: Active users 14; Licensed seats 15; Questions asked 314Mar 26: Active users 14; Licensed seats 15; Questions asked 318Apr 26: Active users 14; Licensed seats 15; Questions asked 315May 26: Active users 36; Licensed seats 40; Questions asked 829Jun 26: Active users 36; Licensed seats 40; Questions asked 911Jul 26: Active users 36; Licensed seats 40; Questions asked 932Aug 26: Active users 36; Licensed seats 40; Questions asked 525Sep 26: Active users 36; Licensed seats 40; Questions asked 877

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 36; Licensed seats 40; Questions asked 877. Basis: product usage, facts.usage_monthly:org_082, signals:org_082.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 2491585
Jun 241115216
Jul 241215306
Aug 241415175
Sep 241415335
Oct 241415375
Nov 241415325
Dec 241415248
Jan 251415310
Feb 251415307
Mar 251415352
Apr 251415315
May 251415299
Jun 251415314
Jul 251415359
Aug 251415167
Sep 251415348
Oct 251415354
Nov 251415317
Dec 251415261
Jan 261415310
Feb 261415314
Mar 261415318
Apr 261415315
May 263640829
Jun 263640911
Jul 263640932
Aug 263640525
Sep 263640877
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB55.0 GB1010.0 GBMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included connectors (8)108.2 GB1May 24: Connectors configured 2; Active admins 1; Data volume 1.06 GBJun 24: Connectors configured 3; Active admins 1; Data volume 1.61 GBJul 24: Connectors configured 3; Active admins 1; Data volume 1.65 GBAug 24: Connectors configured 3; Active admins 1; Data volume 1.68 GBSep 24: Connectors configured 3; Active admins 1; Data volume 1.71 GBOct 24: Connectors configured 3; Active admins 1; Data volume 1.74 GBNov 24: Connectors configured 3; Active admins 1; Data volume 1.77 GBDec 24: Connectors configured 3; Active admins 1; Data volume 1.80 GBJan 25: Connectors configured 3; Active admins 1; Data volume 1.84 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 1.86 GBMar 25: Connectors configured 3; Active admins 1; Data volume 1.90 GBApr 25: Connectors configured 3; Active admins 1; Data volume 1.93 GBMay 25: Connectors configured 3; Active admins 1; Data volume 1.96 GBJun 25: Connectors configured 3; Active admins 1; Data volume 1.99 GBJul 25: Connectors configured 3; Active admins 1; Data volume 2.02 GBAug 25: Connectors configured 3; Active admins 1; Data volume 2.06 GBSep 25: Connectors configured 3; Active admins 1; Data volume 2.09 GBOct 25: Connectors configured 4; Active admins 1; Data volume 2.82 GBNov 25: Connectors configured 7; Active admins 1; Data volume 5.02 GBDec 25: Connectors configured 7; Active admins 1; Data volume 5.09 GBJan 26: Connectors configured 7; Active admins 1; Data volume 5.16 GBFeb 26: Connectors configured 7; Active admins 1; Data volume 5.23 GBMar 26: Connectors configured 7; Active admins 1; Data volume 5.31 GBApr 26: Connectors configured 7; Active admins 1; Data volume 5.38 GBMay 26: Connectors configured 10; Active admins 1; Data volume 7.79 GBJun 26: Connectors configured 10; Active admins 1; Data volume 7.90 GBJul 26: Connectors configured 10; Active admins 1; Data volume 8.00 GBAug 26: Connectors configured 10; Active admins 1; Data volume 8.11 GBSep 26: Connectors configured 10; Active admins 1; Data volume 8.21 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 10; Active admins 1; Data volume 8.2 GB. Basis: product usage, facts.usage_monthly:org_082, signals:org_082.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 24211.06 GB
Jun 24311.61 GB
Jul 24311.65 GB
Aug 24311.68 GB
Sep 24311.71 GB
Oct 24311.74 GB
Nov 24311.77 GB
Dec 24311.80 GB
Jan 25311.84 GB
Feb 25311.86 GB
Mar 25311.90 GB
Apr 25311.93 GB
May 25311.96 GB
Jun 25311.99 GB
Jul 25312.02 GB
Aug 25312.06 GB
Sep 25312.09 GB
Oct 25412.82 GB
Nov 25715.02 GB
Dec 25715.09 GB
Jan 26715.16 GB
Feb 26715.23 GB
Mar 26715.31 GB
Apr 26715.38 GB
May 261017.79 GB
Jun 261017.90 GB
Jul 261018.00 GB
Aug 261018.11 GB
Sep 261018.21 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage recovering after an August dip

Direction Rising

Rising over recent weeks: the last 4 weeks averaged 9.7 daily active users against 7.3 in the 4 before (+33%), after a quiet August 2026. Seats are 90% active, but one admin and a shifting top group carry it.

  • Last 4 weeks: daily active users 7.3 to 9.7 (+33%)
  • 36 of 40 seats active (90%)
  • 10 of 13 connectors configured; one admin active
The analysis

Recent weeks: questions rose from 588 to 816 (+39%) over the last 4 weeks against the 4 before. The busiest week was the one ending 25 Sep 2026 with 213 questions.

Trend: users rose from 14 to 36 in May 2026 when the Growth order form began. September 2026 had 877 questions, 6% below the July 2026 peak of 932.

Who uses it: Nadia Bashir was the only admin active in September 2026. In the last 90 days Sophie Doyle asked 450 questions (17%), Isla Ridley 367 (14%) and Nadia 297 (11%), so no single person dominates.

Against the order form: 36 active users is 90% of the 40 seats contracted. 10 connectors are configured against 13 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

21 documents in 5 folders; 5 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

No open deals.

CRMmade from

Open tickets

No 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

Grisedale Search & Selection's pages are written from 3 organisation-level AI texts (assessment / next steps), 11 period digests and 1 narrative-level AI text, which in turn draw on 138 AI summaries of 147 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 14 people (14 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 17 pages.

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

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.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
Help

Ask B

B-Viz · read-only