B-Viz
Pawtuxet Foodservice logo

Pawtuxet Foodservice

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Pawtuxet Foodservice, a wholesale distributor in Providence, has no tier, no executed order form and no invoices; contracted, invoiced and CRM ARR are all £0. The 4 Mar 2026 proposal offered Enterprise at £125k a year plus £30k implementation, £155k in year one. No platform usage is on record. The one Enterprise deal closed lost on 22 Apr 2026 because the prospect chose a competitor, and nothing is open. The last recorded interaction was the 31 Mar 2026 negotiation call.

Read from 4 calls · 1 email threads · 1 deals · 3 people · 3 documents, newest 31 Mar 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryWholesale distributionSource: CRM company record
  • Websitepawtuxet.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityProvidenceSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Enterprise deal closed lost on 22 Apr 2026 to a competitor and no interaction is recorded since 31 Mar 2026. No contract or invoices exist. The opportunity is a later win-back approach to Vincent Almeida, who had accepted £155k for year one.

SignalsFinance readQ1 2026 digestDocument roll-upGina Ferraro

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact31 Mar 2026Call: Pawtuxet Foodservice / BG-Demo – Negotiation · 192 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike contacts Vincent Almeida to learn why Pawtuxet Foodservice chose a competitor and to offer a reconciled Enterprise proposal built on the £155k year-one price he accepted. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should reconcile the conflicting refresh and P1 support terms, then reopen contact with CFO Vincent Almeida. He accepted £155k for year one before the Enterprise deal was lost to a competitor on 22 Apr 2026.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Pawtuxet Foodservice never signed. Its one Enterprise deal, £155k in year one, closed lost on 22 Apr 2026 to a competitor. Jordan Pike should reconcile the proposal terms and reopen contact with Vincent Almeida, who had accepted that price.

Lost: Pawtuxet Foodservice's one Enterprise deal, £155k in year one, closed lost on 22 Apr 2026 to a competitor. The 4 Mar 2026 proposal of £125k a year plus £30k implementation was never executed, so no contract or renewal dates exist.

No platform usage or tickets are on record, so there is no trajectory to read. Jordan Pike held all four calls with champion Gina Ferraro and Vincent Almeida, Chief Financial Officer, who accepted £155k on 31 Mar 2026.

No interaction is recorded since 31 Mar 2026, and the records do not show which competitor won or why. A return means displacing an incumbent and reconciling conflicting refresh and P1 support terms.

Jordan should contact Vincent by 9 Oct 2026 to learn why Pawtuxet Foodservice chose the rival and to offer one reconciled Enterprise proposal. Hannah Lowe reconciles the terms first and Owen Tallis approves the offer.

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, Enterprise deal lost to rival

Standing No invoices

Pawtuxet Foodservice has no ARR and no invoices. Its one Enterprise new-business deal closed lost on 22 Apr 2026 because the prospect chose a competitor. Nothing is open.

  • No order form and no ARR
  • Enterprise deal lost on 22 Apr 2026 to a competitor
  • No open pipeline
The analysis

Recurring revenue: there is no ARR on record because no order form has started. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Next commitment: none. There is no renewal and no open deal.

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

Deals: the one new Enterprise deal was closed lost on 22 Apr 2026 with the lost reason chose_competitor. It carried an amount of £155k and an annual value of £125k, both forecast figures, not ARR. The owner, Jordan Pike, is active in HR.

Pawtuxet Foodservice – 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. Q1 2026

    Q1 2026: Enterprise deal, order form pending

    Four calls and one email in Q1 2026 took Pawtuxet Foodservice from discovery to an agreed £155k year one Enterprise price. Signature was targeted for 22 Apr 2026; the evidence does not show an executed order form.

    The analysis

    Discovery: On 15 Jan 2026 Jordan Pike met Gina Ferraro and Vincent Almeida. Gina described hours lost stitching data, Vincent asked for ROI and whether renewal is locked, and Jordan quoted £155k for year one without an ROI figure.

    Demo: On 11 Feb 2026 Jordan and Hannah Lowe demoed to Gina on test data. She called profitability by customer transformational for sales, and her one worry was integrating the custom order system.

    Proposal: On 4 Mar 2026 an email thread has Jordan promising Gina a Starter proposal and a Friday meeting, which sits oddly beside the Enterprise quote. The evidence does not show its price or outcome.

    CFO scrutiny: On 6 Mar 2026 Vincent, now Chief Financial Officer in the conversation, asked about the consultant alternative and called a quick security call tight. Jordan's one-hour support response and included on-site training day need checking against the order form.

    Negotiation: On 31 Mar 2026 Vincent confirmed the customer was comfortable with £155k all-in for year one and called it a solid fit. Owen Tallis cited Premium support with a thirty-minute first response, and Jordan promised no extra charges if a system is tricky to connect.

    Open at the end: No signed order form is shown, the Starter proposal is unreconciled, and the 22 Apr 2026 target was still ahead.

    Pawtuxet Foodservice / BG-Demo – DiscoveryPawtuxet Foodservice / BG-Demo – DemoProposal and Friday meetingPawtuxet Foodservice / BG-Demo – ProposalPawtuxet Foodservice / BG-Demo – Negotiation

    Made from 4 calls · 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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 31 Mar 2026callPawtuxet Foodservice / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Vincent Almeida, Gina FerraroPawtuxet Foodservice logoJordan PikeOwen TallisVincent Almeida+1
  • 19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Tariq Mahmood, Anjali Mehta, Sabine Lechner, Colm Geraghty, Trevor Bulmer, Kyle Brumby, Arnaud Janssens, Anders Holm, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+41
  • 6 Mar 2026callPawtuxet Foodservice / BG-Demo – Proposal Jordan Pike, Gina Ferraro, Vincent AlmeidaPawtuxet Foodservice logoJordan PikeGina FerraroVincent Almeida
  • 4 Mar 2026email threadProposal and Friday meeting Jordan Pike, Gina FerraroPawtuxet Foodservice logoJordan PikeGina Ferraro
  • 4 Mar 2026documentPawtuxet Foodservice - Proposal Jordan PikePawtuxet Foodservice logoJordan Pike
  • 27 Feb 2026documentPawtuxet Foodservice - Proposal v1 Jordan PikePawtuxet Foodservice logoJordan Pike
  • 18 Feb 2026documentPawtuxet Foodservice - Security Questionnaire Hannah LowePawtuxet Foodservice logoHannah Lowe
  • 11 Feb 2026callPawtuxet Foodservice / BG-Demo – Demo Jordan Pike, Hannah Lowe, Gina FerraroPawtuxet Foodservice logoJordan PikeHannah LoweGina Ferraro
  • 15 Jan 2026callPawtuxet Foodservice / BG-Demo – Discovery Jordan Pike, Gina Ferraro, Vincent AlmeidaPawtuxet Foodservice logoJordan PikeGina FerraroVincent Almeida
  • 22 Dec 2025dealPawtuxet Foodservice – New Jordan Pike, Gina FerraroPawtuxet Foodservice logoJordan PikeGina Ferraro
  • 27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Rebecca Ainsworth, Richard Lazenby, Trevor Bulmer, Bryony Vosper, Ronan Mulcahy, Lewis Tait, Lars Bach, Hui Min Tan, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan StathamSofia MarchettiJenna PriceHelen Marsden+40
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

Pawtuxet Foodservice's pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 8 AI summaries of 9 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
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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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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