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Wickersley Building Supplies

Lost£0

AI facts

As at Fri 9 Oct 2026

Wickersley Building Supplies, a Rotherham wholesale distributor, holds no order form, no invoices and no ARR. The final Starter proposal of 24 Jun 2025 offered £20k for year 1 plus £6,000 implementation and has no executed copy. There is no platform tenant, so there is no usage to read. The only deal, a Starter new-business deal, closed lost on 5 Aug 2025 with the reason no decision, and nothing is open. The last recorded interaction was the 17 Jul 2025 negotiation call.

Read from 4 calls · 4 email threads · 1 deals · 3 people · 2 documents, newest 17 Jul 25

Profile

Updated 9 Oct 26
  • IndustryWholesale distributionSource: CRM company record
  • Websitewickersley.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityRotherhamSource: CRM company record
  • Size330 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost with no decision and there has been no recorded contact since the 17 Jul 2025 call. Spend had been approved and the MD wanted to proceed, so a re-approach on Starter by Lewis Kerr is the one opportunity.

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

Key facts

Updated 9 Oct 26
  • Last contact17 Jul 2025Call: Wickersley Building Supplies / BG-Demo – Negotiation · 449 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr contacts Shaun Godley to reopen a Starter deal, with an answer to Diane Pashley's request to defer part of the implementation fee. Re engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should reopen the lost Starter deal with Shaun Godley and Diane Pashley. Spend was approved, the deal stalled after an unanswered request to defer part of the £6,000 implementation fee, and there has been no contact since 17 Jul 2025.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Wickersley Building Supplies' only deal, a Starter new-business deal, closed lost on 5 Aug 2025 with no decision. Nothing was executed or invoiced. Lewis Kerr should reopen a Starter deal with Shaun Godley, with an answer on implementation fee phasing.

Lost: Wickersley Building Supplies' only deal, a Starter new-business deal, closed lost on 5 Aug 2025 with no decision. The unsigned 24 Jun 2025 proposal offered £20k for year 1 plus £6,000 implementation, and nothing was executed or invoiced.

There is no platform tenant, so there is no usage to read. Shaun Godley, Sales Director and champion, joined all four recorded calls, and Diane Pashley, Finance Director, joined three.

Diane confirmed spend was approved but asked to defer part of the £6,000 implementation fee, and that request has no recorded outcome. There has been no recorded contact since the 17 Jul 2025 call.

Lewis Kerr, the active CRM owner, should reopen a Starter deal with Shaun by 9 Oct 2026. The new proposal is at the v2 Starter list of £22k, with fee phasing agreed beforehand with Owen Tallis.

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

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 lost deal, no billing

Standing No invoices

Wickersley Building Supplies has no ARR and no invoices. Its one Starter new-business deal closed lost on 5 Aug 2025 with the reason no decision. There is no billing and nothing open.

  • No order form and no ARR
  • Only deal closed lost, no decision
  • No invoices issued
The analysis

Recurring revenue: No order form has started, so there is no ARR. The CRM shows £0 over one CRM record at stage lost, matching the invoiced run rate of £0.

Next commitment: None. No renewal or open deal is on record.

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

Deals: The one new Starter deal was closed lost on 5 Aug 2025 with the reason no decision. Its amount was £26k and its annual value £20k. Lewis Kerr owns it and is active in HR.

Made from 1 deal · 2 fact tables

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

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. Q3 2025

    Q3 2025: Starter deal at negotiation

    One read: the 17 Jul 2025 negotiation call. Spend is approved and the MD wants to proceed. Diane Pashley asked to defer part of the £6,000 implementation fee for cash flow. A proposal and order form were to follow.

    The analysis

    Period: this digest rests on one read, the 17 Jul 2025 negotiation call between Wickersley Building Supplies and BG-Demo. No other calls, emails, tickets or news items are dated in the quarter.

    Negotiation: Lewis Kerr and Owen Tallis spoke with Shaun Godley and Diane Pashley. Shaun said the MD had seen the demo and wants to proceed.

    Customer view: Diane's concern was timing, not value. She quoted £6,000 for implementation plus £20k for year one, £26k all-in, and confirmed the spend is approved and that a go-live in early August works for payment.

    Commercial: Owen restated standard practice of the implementation fee on signature and the first subscription on go-live. Four connectors were scoped: CRM, calls, email and accounting, live within four weeks of signing.

    Growth signal: Shaun asked about adding users or connectors later. Lewis said it would be scoped and priced separately.

    Open at the end: the read records no outcome on the deferral request. Signatures for the end of July were described as tight. The evidence does not show whether the proposal was sent or an order form signed.

    Made from 1 call

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

  2. Q2 2025

    Q2 2025: Starter deal to proposal, unsigned

    Six reads. Wickersley moved from discovery to demo to a Starter proposal, with a positive tone throughout. Finance Director Diane Pashley was happy with the pricing, but no executed order form is shown by the end of the period.

    The analysis

    Discovery: On 15 May 2025 Lewis Kerr ran a discovery call with Shaun Godley and Diane Pashley. Shaun described spreadsheet reporting across eight branches and said he had given the MD a wrong figure. Lewis quoted Starter at £6,000 implementation and £20k a year.

    Quote: In the 16 May 2025 email Lewis quoted £26k for the first year on Starter. On 19 May 2025 Diane said they were interested in moving forward and asked for a demo.

    Demo: On 5 Jun 2025 Hannah Lowe demoed the product on sample data. Shaun found the follow-up search useful and asked about dashboards, which are a Growth feature, so expectations could outrun a Starter proposal.

    Scheduling: A scheduling thread shows Shaun accepting a 10:00 slot, and on 12 Jun 2025 Lewis said Hannah would follow up with next steps.

    Proposal: On 25 Jun 2025 Diane confirmed the pricing and said she was happy. The 27 Jun 2025 email carried the £26k proposal, and on 7 Jul 2025 Diane said Shaun was ready to move and asked to get it signed.

    People: The MD has not been on any call, and the discovery call noted that the decision sits with him.

    Open at the end: The order form was to be sent, but no executed copy is shown. The £26k and the Starter terms remain a proposal, not contracted paper.

    Made from 3 calls · 3 email threads

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

  3. Q1 2025

    Q1 2025: one conference invitation, no reply

    One read in the period: a 4 Mar 2025 email thread in which Sofia Marchetti invited Shaun Godley to the data leaders conference in Manchester on 12 Mar 2025. The thread shows no reply.

    The analysis

    Scope: the period holds one read, an email thread dated 4 Mar 2025. There are no calls, tickets or news items.

    Invitation: Sofia Marchetti asked Shaun Godley whether he would attend the data leaders conference in Manchester on 12 Mar 2025, where BG-Demo had a stand.

    Customer view: the thread holds no response, so the evidence does not show interest. The read rates the thread as neutral and logistical.

    Open at the end: the read suggests Sofia note whether Shaun attended, since the thread does not show it. No commitment, complaint, price conversation or renewal point appears in the period.

    Made from 1 email thread

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

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Documents

Updated 9 Oct 26

2 documents in 1 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

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Wickersley Building Supplies' pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 10 AI summaries of 11 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 3 pages. 1 AI record in this trail is not written yet.

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

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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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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