B-Viz
Cadnam Rise Recruitment logo

Cadnam Rise Recruitment

Lost£0

AI facts

As at Fri 9 Oct 2026

Cadnam Rise Recruitment, a Southampton recruiter, holds no order form, subscription or invoices with BG-Demo. The final proposal of 7 Aug 2025 quoted Starter at £20k for year 1 plus £6,000 implementation, £26k in total. It has no tenant, so there is no usage on record. Its one new-business deal closed lost on 12 Sep 2025 with the reason no decision, and nothing is open. Snowflake was on its roadmap but not bought during the sales cycle.

Read from 4 calls · 1 news items · 1 deals · 3 people · 2 documents, newest 29 Aug 25

Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websitecadnamrise.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySouthamptonSource: CRM company record
  • Size90 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 on 12 Sep 2025 with no decision and nothing has been recorded since the 29 Aug 2025 call. No signed order form is held. Duncan Ealey's interest in adding users and a positive demo leave a possible re-approach.

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

Key facts

Updated 9 Oct 26
  • Last contact29 Aug 2025Call: Cadnam Rise Recruitment / BG-Demo – Negotiation · 406 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr contacts Phoebe Lacey to ask whether Cadnam Rise Recruitment has now bought Snowflake, and if so proposes a fresh Starter conversation that includes Duncan Ealey. Re engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should reopen with Phoebe Lacey and ask whether Cadnam Rise has since bought Snowflake. That gap gated the Starter deal, which closed lost on 12 Sep 2025 with no decision. Nothing is recorded since the 29 Aug 2025 call.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Cadnam Rise Recruitment never signed. Its one Starter deal closed lost on 12 Sep 2025 with the reason no decision. Lewis Kerr should ask Phoebe Lacey whether Snowflake, which gated the deal, is now in place.

Lost: Cadnam Rise Recruitment never became a customer. The final Starter proposal of 7 Aug 2025 quoted £20k for year 1 plus £6,000 implementation, was never executed, and the deal closed lost on 12 Sep 2025.

There is no tenant, so there is no usage and there are no tickets on record. Lewis Kerr ran all four sales calls, with Phoebe Lacey, Operations Manager, as champion and Duncan Ealey, Managing Director, as economic buyer.

Snowflake was on the customer's roadmap but not bought, and that gated the deal. Nothing is recorded since the 29 Aug 2025 call, and the evidence does not show why no decision was reached.

Lewis should contact Phoebe by 9 Oct 2026 to ask whether Snowflake is now in place, and bring in Duncan if it is. Any new offer is new business at the v2 Starter list of £22k.

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

Cadnam Rise Recruitment has no ARR and no invoices. Its one Starter new-business deal closed lost on 12 Sep 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 12 Sep 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 sale, signature still open

    Four calls took Cadnam Rise from discovery to final terms for Starter. Sentiment stayed positive, but board approvals, Snowflake and the signed order form were all still open at 30 Sep 2025.

    The analysis

    Discovery: On 4 Jul 2025 Phoebe Lacey and Duncan Ealey described scattered CRM, call and email data. Lewis Kerr pitched Starter at £6,000 implementation and £20k a year.

    Dependency: Snowflake is on the customer's roadmap but not bought, so it gates the deal. No budget holder commitment or signing date was given on the 4 Jul 2025 call.

    Demo: On 23 Jul 2025 Lewis Kerr and Hannah Lowe demoed on Cadnam Rise's own data to Phoebe and Jodie Sims. Starter was quoted at £26k for the first year, with signing targeted by 12 Sep 2025.

    Proposal: On 11 Aug 2025 Duncan, the Managing Director, probed price, exit terms and security. Lewis described a live within 28 days commitment, plus a thirty-day termination clause alongside a twelve-month term, which the executed order form must settle.

    Negotiation: On 29 Aug 2025 Owen Tallis confirmed £26k all-in for year one, then £20k a year at renewal. Duncan asked to move go-live to the end of September, and Owen agreed if signature comes in early September.

    Open at the end: The evidence does not show a signed order form. Board approvals, Snowflake setup and the go-live date were unresolved. Duncan's question about adding users later is a possible expansion route.

    Made from 4 calls

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

  2. Q3 2024

    Q3 2024: one news item, a service launch

    One read in the period: a 21 Aug 2024 news item on Cadnam Rise Recruitment launching a new placement service. It names no change in leadership, structure or regulation, so it is background only.

    The analysis

    Period: this digest rests on one read, a news item dated 21 Aug 2024. No calls, email threads or tickets fall in the period.

    News: Recruitment and Staffing News reported that Cadnam Rise Recruitment, a Southampton-based recruiter, launched a new placement service for maritime and engineering roles on the South Coast. The item presents it as an expansion of its recruitment capabilities.

    Assessment of the read: it rated the item low significance and neutral. It names no change in leadership, structure or regulation, and shows no direct effect on the account.

    Open at the end: nothing is recorded as open. The read lists no risks, opportunities or next steps, and the evidence does not show the customer's own view in this period.

    Made from 1 news item

    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

  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Douglas Entwistle, Niamh Fahy, Jenny Trethewey, Sofie Bech, Samina Akram, Dawn Spowage, Terence Bradley, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+25
  • 29 Aug 2025callCadnam Rise Recruitment / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Duncan Ealey, Phoebe LaceyCadnam Rise Recruitment logoLewis KerrOwen TallisDuncan Ealey+1
  • 11 Aug 2025callCadnam Rise Recruitment / BG-Demo – Proposal Lewis Kerr, Phoebe Lacey, Duncan EaleyCadnam Rise Recruitment logoLewis KerrPhoebe LaceyDuncan Ealey
  • 7 Aug 2025documentCadnam Rise Recruitment - Proposal Lewis KerrCadnam Rise Recruitment logoLewis Kerr
  • 4 Aug 2025documentCadnam Rise Recruitment - Proposal v1 Lewis KerrCadnam Rise Recruitment logoLewis Kerr
  • 23 Jul 2025callCadnam Rise Recruitment / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Phoebe Lacey, Jodie SimsCadnam Rise Recruitment logoLewis KerrHannah LowePhoebe Lacey+1
  • 4 Jul 2025callCadnam Rise Recruitment / BG-Demo – Discovery Lewis Kerr, Phoebe Lacey, Duncan EaleyCadnam Rise Recruitment logoLewis KerrPhoebe LaceyDuncan Ealey
  • 16 Jun 2025dealCadnam Rise Recruitment – New Lewis Kerr, Phoebe LaceyCadnam Rise Recruitment logoLewis KerrPhoebe Lacey
  • 16 Jan 2025eventBG-Demo webinar Sofia Marchetti, Imogen Hartley, Margaret Cleland, Sarah Hollis, Phoebe Lacey, Kylie Bannister, Hugh Firth, Mandy Gasson, Ruben Dekker, Andrew Pickering, Sunita Bains, Paula Rennie, Craig Holt, Victor Nunes, Stacey Corless, Charlotte Haigh, Pam Willetts, Keith Robson, Wouter Smits, Stephen Arden, Kayleigh Pounder, Janet Readman, Jess Kennedy, Dennis Wolter, Fiona Drummond, Ailsa Dunlop, Liam CornerSofia MarchettiImogen HartleyMargaret Cleland+24
  • 21 Aug 2024newsCadnam Rise Recruitment Launches New Service Cadnam Rise Recruitment logo
  • 21 Mar 2024eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Imogen Hartley, Moira Sinclair, Kirsty Rigby, Neil Entwistle, Olivier Delmotte, Phoebe Lacey, Méabh Crowley, Nadeem Qureshi, Tina Goddard, Nathan Booth, Lukas Hartwig, Sanjay Krishnan, Katharina Huber, Ailsa Pringle, Holly Garside, Christine DiNardo, Nicola Ellwood, Marie Goossens, Wes Jago, Ailsa Dunlop, Trevor Mayhew, Petra Lüders, Pauline Metcalfe, Liam Corner, Florian BeckerNell AshcombeMark SiddallImogen Hartley+24

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

Cadnam Rise Recruitment's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 7 AI summaries of 8 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. 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 · Web

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.

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