B-Viz
Hallam Ferrier logo

Hallam Ferrier

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Hallam Ferrier, a Sheffield accountancy firm, has no order form, no platform usage and no invoices, so contracted ARR is £0. The final Growth proposal of 10 Sep 2026 prices the subscription at £50k and the total deal at £62k including implementation. The open new-business deal sits at the CRM proposal stage with an expected close of 13 Nov 2026. A negotiation call is booked for 15 Oct 2026. Fiona Drummond, the champion, used the product at a previous firm.

Read from 4 calls · 8 email threads · 1 deals · 6 people · 3 documents, newest 10 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryAccountancySource: CRM company record
  • Websitehallamferrier.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySheffieldSource: CRM company record
  • Size420 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · 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 Growth proposal is live but unsigned and Richard Staniforth will not sign before the partners agree. The per-partner value case he asked for is not yet written, and the access split between audit and advisory work is unconfirmed. Fiona Drummond's prior experience is the main opportunity.

SignalsDocument roll-upHallam Ferrier / BG-Demo – ProposalHallam Ferrier / BG-Demo – DemoDemo follow-up and your questions on connecting your systemsQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Hallam Ferrier – New · new deal · Expected close 13 Nov 2026 · Owner Matteo Ricci
  • Last contact11 Sep 2026Email: Your proposal for Hallam Ferrier · 28 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Harvey Doyle sends Richard Staniforth and Fiona Drummond a one-page per-partner cost summary and a draft Growth order form with implementation and subscription on separate lines before the 15 Oct 2026 negotiation call. proposal
Who
Harvey Doyle Harvey Doyle
When
This week by 9 Oct 2026
Why
Harvey Doyle should send Richard Staniforth and Fiona Drummond the one-page per-partner cost summary and a draft order form splitting implementation from subscription before the 15 Oct 2026 negotiation call, because Richard will not take the proposal to the partners without them.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Hallam Ferrier has an open Growth proposal at £62k total, implementation included, with a CRM expected close of 13 Nov 2026. Richard Staniforth will not sign before the partners agree, and the per-partner value case is not yet written.

Prospect: Hallam Ferrier has nothing executed. The final Growth proposal of 10 Sep 2026 prices the subscription at £50k and the total deal at £62k including implementation. The CRM's expected close of 13 Nov 2026 is a target.

There is no platform usage and there are no tickets, so value cannot be read from usage. Champion Fiona Drummond used the product at a previous firm, and Richard Staniforth, Managing Partner, is the economic buyer.

Richard will not sign before the partners agree, the date of the partners' meeting is not shown, and the per-partner value case he asked for is unwritten. Shabana Iqbal's question on keeping audit apart from advisory work is still unanswered.

Harvey Doyle should send Richard and Fiona a one-page per-partner cost summary and a draft order form splitting implementation from subscription by 9 Oct 2026. The negotiation call is booked for 15 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, one open deal

Standing No invoices

No order form has started, so there is no ARR and no billing. One open Growth deal sits at proposal stage, with amount £62k and annual value £50k. It is a forecast, with expected close on 13 Nov 2026.

  • No ARR and no billing yet
  • One open Growth deal at proposal stage
  • Expected close 13 Nov 2026 is a forecast
The analysis

Recurring revenue: none. No order form has started, and the CRM shows £0 ARR with the stage opportunity.

Next commitment: none is contracted. The open deal is a forecast with an expected close of 13 Nov 2026.

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

Deals: the open new-business deal for Growth is at proposal stage. It was created on 8 Jun 2026, has amount £62k and annual value £50k, and is owned by Matteo Ricci, who is active in HR.

Hallam Ferrier – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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: one webinar invitation, no reply

    One read in the period: a 27 May 2026 email in which Alice Brewer invited Joanne Unwin to an 18 Jun 2026 webinar. The thread shows no customer response. Joanne's earlier interest in a single client view is the only signal.

    The analysis

    This period holds one read, an email thread dated 27 May 2026.

    Webinar: Alice Brewer invited Joanne Unwin to a free online webinar on 18 Jun 2026 about bringing client work, queries and billing into one view.

    Customer view: the thread holds no reply from Joanne. Alice notes that Joanne said earlier in the year that the practice is weighing this up, which maps to B-Viz as an opportunity.

    Open at the end: Alice was to send joining details only if Joanne replied. The evidence does not show whether Joanne replied, attended or took any further step, and the read carries no contract, price, usage or support detail.

    Join us online on Thursday 18 June 2026

    Made from 1 email thread

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

  2. Q1 2026

    Q1 2026: one webinar invitation to IT

    One read in the quarter: on 9 Feb 2026 Alice Brewer invited Neville Hirst, Head of IT, to the 19 Feb 2026 webinar. The thread holds no customer response.

    The analysis

    Webinar invitation: this is one read. On 9 Feb 2026 Alice Brewer wrote to Neville Hirst, Head of IT, inviting him to the 19 Feb 2026 webinar on how the brain is built and run inside the customer's own Snowflake account.

    Purpose: the invitation was meant to reach IT as well as the finance side. It stressed that the data stays in the customer's own Snowflake account and how connectors such as Microsoft 365 are set up.

    Customer view: the thread holds no customer response, and the read marks the customer's voice as unknown. Sentiment is neutral.

    Opportunity: engaging the Head of IT widens the relationship beyond finance and speaks to Snowflake hosting and connector set-up.

    Open at the end: Alice is to send the link if Neville replies or forwards the invitation. The evidence does not show whether he replied or attended.

    Webinar invitation for Thursday 19 February 2026

    Made from 1 email thread

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

  3. Q4 2025

    Q4 2025: one webinar invitation, no reply

    One read in the period: on 5 Oct 2025 Alice Brewer invited Joanne Unwin, Practice Finance Manager, to the 16 Oct 2025 webinar. The thread shows no customer response.

    The analysis

    Webinar invitation: the period holds one read, an email thread dated 5 Oct 2025. Alice Brewer invited Joanne Unwin, Practice Finance Manager at Hallam Ferrier, to an online webinar on 16 Oct 2025 for finance and operations people in professional services firms.

    Context: the note cites conversations Harvey has had with Hallam Ferrier about one place to see each client. The read treats this as interest in one view across CRM, email, tickets and billing, which maps to B-Viz.

    Customer view: the thread holds no customer response, and the read rates sentiment as neutral with the voice unknown. The evidence does not show whether Joanne attended or replied.

    Open at the end: Alice is to send the joining link if Joanne replies. No call, ticket, price conversation, renewal or news item is recorded for this quarter.

    Invitation: BG-Demo webinar on Thursday 16 October 2025

    Made from 1 email thread

    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

Updated 9 Oct 26

3 documents in 2 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

DealStageAmountClose
Hallam Ferrier – Newproposal£62,00013 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 15 Oct 2026upcoming callHallam Ferrier / BG-Demo – Negotiation Harvey Doyle, Owen Tallis, Richard Staniforth, Fiona Drummond, Joanne UnwinHallam Ferrier logoHarvey DoyleOwen TallisRichard Staniforth+2
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 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
  • 10 Sep 2026email threadYour proposal for Hallam Ferrier Harvey Doyle, Fiona Drummond, Richard StaniforthHallam Ferrier logoHarvey DoyleFiona DrummondRichard Staniforth
  • 10 Sep 2026documentHallam Ferrier - Proposal Matteo RicciHallam Ferrier logoMatteo Ricci
  • 10 Sep 2026callHallam Ferrier / BG-Demo – Proposal Harvey Doyle, Fiona Drummond, Richard StaniforthHallam Ferrier logoHarvey DoyleFiona DrummondRichard Staniforth
  • 7 Sep 2026documentHallam Ferrier - Proposal v1 Matteo RicciHallam Ferrier logoMatteo Ricci
  • 14 Aug 2026documentHallam Ferrier - Security Questionnaire Theo GallagherHallam Ferrier logoTheo Gallagher
  • 10 Aug 2026email threadDemo follow-up and your questions on connecting your systems Sophie Ling, Theo Gallagher, Fiona Drummond, Shabana Iqbal, Becca HagueHallam Ferrier logoSophie LingTheo GallagherFiona Drummond+2
  • 10 Aug 2026callHallam Ferrier / BG-Demo – Demo Sophie Ling, Theo Gallagher, Fiona Drummond, Shabana Iqbal, Becca HagueHallam Ferrier logoSophie LingTheo GallagherFiona Drummond+2
  • 6 Aug 2026email threadSetting up the demo Sophie Ling, Fiona DrummondHallam Ferrier logoSophie LingFiona Drummond
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 15 Jul 2026email threadFollowing up on our discovery conversation Matteo Ricci, Fiona Drummond, Richard StaniforthHallam Ferrier logoMatteo RicciFiona DrummondRichard Staniforth
  • 13 Jul 2026callHallam Ferrier / BG-Demo – Discovery Matteo Ricci, Fiona Drummond, Richard StaniforthHallam Ferrier logoMatteo RicciFiona DrummondRichard Staniforth
  • 1 Jul 2026email threadWebinar on Thursday 16 July 2026: would you like a place? Alice Brewer, Joanne UnwinHallam Ferrier logoAlice BrewerJoanne Unwin
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 8 Jun 2026dealHallam Ferrier – New Matteo Ricci, Fiona DrummondHallam Ferrier logoMatteo RicciFiona Drummond
  • 27 May 2026email threadJoin us online on Thursday 18 June 2026 Alice Brewer, Joanne UnwinHallam Ferrier logoAlice BrewerJoanne Unwin
  • 19 Feb 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Gregory Tanaka, Bart Huisman, Noor el Amrani, Ilse de Graaf, Eva Mulder, Trevor Bulmer, Kayleigh Pounder, Shane Keane, Ronan Mulcahy, Marie Slack, Robbie Tyson, Brent Olson, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville HirstAlice BrewerRichard ThorneNadia Osei+40
  • 9 Feb 2026email threadWebinar invitation for Thursday 19 February 2026 Alice Brewer, Neville HirstHallam Ferrier logoAlice BrewerNeville Hirst
  • 16 Oct 2025eventBG-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Philip Nuttall, Ashok Patel, Mark Heywood, Michelle Pomeroy, Liz Waddington, Bas Vermeulen, Lynne Featherstone, Narelle Fitzpatrick, Ida Mortensen, Anders Thomsen, Raj Bhogal, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue DitchfieldAlice BrewerClaire HaddonToby Underwood+35
  • 5 Oct 2025email threadInvitation: BG-Demo webinar on Thursday 16 October 2025 Alice Brewer, Joanne UnwinHallam Ferrier logoAlice BrewerJoanne Unwin
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

Hallam Ferrier's pages are written from 4 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 15 AI summaries of 16 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 4 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 · Documents · Events · 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.

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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

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