AI facts
As at Fri 9 Oct 2026Orrell Heys Housing, a housing association in Wigan, has no order form, no invoices and no ARR. One new-business Starter deal sits at the CRM demo stage with a deal amount of £28k and an expected close of 29 Dec 2026. There is no platform tenant, so no usage is recorded. A proposal call with Karen Unsworth is booked for 15 Oct 2026 at 14:00. The CRM owner is Harvey Doyle, while the open deal is owned by Sophie Ling.
Profile
Updated 9 Oct 26- IndustryHousing associationSource: CRM company record
- Websiteorrellheys.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityWiganSource: CRM company record
- Size760 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
AI opinion
As at Fri 9 Oct 2026Prospect, because Karen Unsworth is engaged but does not decide. Her managing director wants a value case, IT access and the Snowflake account are unconfirmed, and Michael Fazakerley, the CRM economic buyer, has had no conversation. Opportunity: a proposal built on the managing director's success measures.
Key facts
Updated 9 Oct 26- Open dealDemo · £28,000Source: CRM deal Orrell Heys Housing – New · new deal · Expected close 29 Dec 2026 · Owner Sophie Ling
- Last contact14 Sep 2026Call: Orrell Heys Housing / BG-Demo – Demo · 25 days before 9 Oct 2026
Next step
As at Fri 9 Oct 2026- What
- Harvey Doyle asks Karen Unsworth to bring Michael Fazakerley and Dale Prescott to the 15 Oct 2026 proposal call and to confirm the Snowflake account beforehand. proposal
- Who
Harvey Doyle- When
- This week by 9 Oct 2026
- Why
- Harvey Doyle should ask Karen Unsworth to bring Michael Fazakerley and Dale Prescott to the 15 Oct 2026 proposal call, with the Snowflake account and IT access confirmed, so the proposal answers her managing director's value question.
The story
As at Fri 9 Oct 2026Prospect: Orrell Heys Housing has one Starter deal at the CRM demo stage at £28k. Karen Unsworth is engaged but does not decide. The 15 Oct 2026 proposal call is booked with Karen alone, and the managing director, IT and the Snowflake account are still open.
Prospect: Orrell Heys Housing, a Wigan housing association, has no order form, invoices or ARR. One new-business Starter deal sits at the CRM demo stage at £28k, expected to close 29 Dec 2026.
There is no platform tenant and there are no tickets, so there is no usage trajectory to read. Karen Unsworth, Head of Customer Insight, is the only contact on any call and said about fifteen people would ask questions.
Karen must win her managing director's buy-in, IT access is unchecked and a Snowflake account is unconfirmed. Michael Fazakerley, the CRM economic buyer, has had no conversation, and no contract confirms the 30-day termination clause Sophie Ling described.
Harvey Doyle, the CRM owner, should ask Karen by 9 Oct 2026 to bring Michael and Dale Prescott, the ICT Manager, to the booked 15 Oct 2026 proposal call at 14:00, with the Snowflake account confirmed.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one open deal
Orrell Heys Housing has no ARR and no billing. One open new-business Starter deal is at demo stage, with a deal amount of £28k and an expected close of 29 Dec 2026. It is a forecast, not a win.
- No order form, so no ARR
- One open Starter deal at demo stage
- Expected close 29 Dec 2026
The analysis
Recurring revenue: No order form has started, so there is no ARR. The CRM shows £0 over one record at the opportunity stage, and the invoiced run rate is £0.
Next commitment: None is contracted. The open deal has an expected close of 29 Dec 2026.
Billing: There are no invoices, so nothing is overdue or disputed.
Deals: The open new-business Starter deal is at demo stage, with a deal amount of £28k and an annual value of £22k. Sophie Ling owns it and HR shows her as active.
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.
- Q3 2025
Q3 2025: one webinar invitation, no reply
One read in the period: a 10 Jul 2025 marketing email inviting Dale Prescott to a webinar on 17 Jul 2025. Dale did not reply in the thread, so interest and attendance are not shown.
The analysis
Period: This digest rests on one read, an email thread dated 10 Jul 2025. No calls, tickets or news items for Orrell Heys Housing fall in the quarter.
Outreach: Alice Brewer, Head of Marketing, invited Dale Prescott, ICT Manager, to a BG-Demo webinar on Thu 17 Jul 2025 about using data to improve tenant experience. She offered to send the link.
Customer view: Dale did not reply in the thread, so the customer's view is unknown. The read judges the touch neutral, with no sales or renewal content.
Open at the end: The evidence does not show whether Dale accepted or attended. The read notes that attendance could open a conversation with the ICT Manager about customer-insight use cases. Nothing on price, usage, support or commitments appears in the quarter.
Made from 1 email thread
Platform usage
Documents
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Orrell Heys Housing – New | demo | £28,000 | 29 Dec 2026 |
Open tickets
Activity
- Upcoming
- 15 Oct 2026upcoming callOrrell Heys Housing / BG-Demo – Proposal
- Held
- 14 Sep 2026callOrrell Heys Housing / BG-Demo – Demo
- 4 Sep 2026email threadProduct demo
- 10 Aug 2026callOrrell Heys Housing / BG-Demo – Discovery
- 5 Aug 2026email threadDiscovery call, BG-Demo
- 6 Jul 2026dealOrrell Heys Housing – New
- 17 Jul 2025eventBG-Demo webinar
+28 - 10 Jul 2025email threadWebinar: customer insights from your data
Contacts
Evidence trail
Updated 9 Oct 26Orrell Heys Housing's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 4 pages. 3 AI records in this trail are not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Orrell Heys Housing / BG-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing / BG-Demo – Proposal entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- BG-Demo webinar entity
- event_platform/events.csv evt_1018_webinar raw row
- event_platform/registrations.csv evt_1018_webinar:per_0206 raw row
- event_platform/registrations.csv evt_1018_webinar:per_10603 raw row
- event_platform/registrations.csv evt_1018_webinar:per_1101 raw row
- event_platform/registrations.csv evt_1018_webinar:per_1102 raw row
- event_platform/registrations.csv evt_1018_webinar:per_15407 raw row
- +25 more
- Webinar: customer insights from your data entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0001:1 raw row
- mailbox/threads.csv thr_106_0001 raw row
- Orrell Heys Housing entity
- +2 more
- Orrell Heys Housing / BG-Demo – Discovery entity
- AI opinion page block
- Orrell Heys Housing: Prospect AI record
- Prospect, one open deal AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BG-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BG-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- +5 more
- Prospect, one open deal AI record
- Orrell Heys Housing: Prospect AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.arr_monthly:org_106 facts table
- AI facts page block
- Orrell Heys Housing: Prospect AI record
- Prospect, one open deal AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BG-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BG-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- +5 more
- Prospect, one open deal AI record
- Orrell Heys Housing: Prospect AI record
- Contacts page block
- Karen Unsworth entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10601:org_106 raw row
- Orrell Heys Housing entity
- Michael Fazakerley entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10602:org_106 raw row
- Orrell Heys Housing entity
- Dale Prescott entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10603:org_106 raw row
- Orrell Heys Housing entity
- Karen Unsworth entity
- Open deals page block
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
- Finance read page block
- Prospect, one open deal AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Prospect, one open deal AI record
- hero page block
- Orrell Heys Housing: Prospect AI record
- Prospect, one open deal AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BG-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BG-Demo – Demo entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BG-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- +5 more
- Prospect, one open deal AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing: 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