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Brereton Coyle Wealth logo

Brereton Coyle Wealth

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Brereton Coyle Wealth, a Chester wealth management firm, has no order form, no invoices and £0 ARR, and the CRM stage is lost. There is no platform usage on record, and there are no tickets. A new Starter deal created on 3 Mar 2026, with an amount of £28k and an annual value of £22k, was closed lost on 10 Aug 2026 with the reason no decision. On 22 Jun 2026 Patricia Gleave asked for retention, encryption at rest and audit logging detail before moving forward.

Read from 2 calls · 3 email threads · 1 deals · 3 people, newest 19 Jun 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitebreretoncoyle.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityChesterSource: CRM company record
  • Size120 employeesSource: CRM company record
  • CRM ownerSophie LingSource: 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
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal was closed lost on 10 Aug 2026 for no decision and the CRM stage is lost. Nothing has been recorded since 22 Jun 2026. A win-back could start with Theo Gallagher's owed controls answers to Patricia Gleave.

SignalsFinance readQ2 2026 digestPatricia Gleave

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

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Key facts

Updated 9 Oct 26
  • Last contact22 Jun 2026Email: Demo follow-up · 109 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Send Patricia Gleave written answers on retention, encryption at rest and audit logging, then ask Annabel Rigby to reopen a Starter conversation. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Theo Gallagher and Sophie Ling should send Patricia Gleave written answers on retention, encryption at rest and audit logging. Her questions stalled the Starter deal, which was closed lost on 10 Aug 2026 for no decision.

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

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The story

As at Fri 9 Oct 2026
Lost

Lost: Brereton Coyle Wealth's only deal, a new Starter deal, was closed lost on 10 Aug 2026 for no decision. Patricia Gleave's compliance questions have no answer on record. Sophie Ling and Theo Gallagher should send the answers to reopen Starter.

Lost: Brereton Coyle Wealth has no order form, no invoices and £0 ARR. Its only deal, a new Starter deal with an annual value of £22k, was closed lost on 10 Aug 2026 for no decision.

There is no platform usage and there are no tickets on record. Annabel Rigby, the CRM champion, said at the 18 Jun 2026 demo that she was sold on Starter, but nothing has been recorded since 22 Jun 2026.

On 22 Jun 2026 Patricia Gleave made progress conditional on answers about retention, encryption at rest and audit logging, and the record does not show them being sent. Hugh Brereton named a consultancy as the closest alternative.

Theo Gallagher drafts the controls answers and Sophie Ling sends them to Patricia with Annabel copied, asking to reopen a Starter conversation, by 9 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 lost deal, no billing

Standing No invoices

Brereton Coyle Wealth has no order form, no ARR and no invoices. Its one new Starter deal was closed lost on 10 Aug 2026 with the reason no decision. Nothing is committed.

  • No order form, no ARR, no billing
  • Starter deal closed lost on 10 Aug 2026: no decision
The analysis

Recurring revenue: none. No order form has started, so there is no ARR, and the CRM shows £0 with a lost stage.

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

Billing: no invoices have been raised, so nothing is paid, overdue or disputed.

Deals: the new Starter deal was created on 3 Mar 2026 and closed lost on 10 Aug 2026, with an amount of £28k and an annual value of £22k. The lost reason is no decision, and the owner, Sophie Ling, is active in HR.

Brereton Coyle Wealth – 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: Starter demo, security checks open

    Prospect period: discovery on 28 Apr 2026, demo on 18 Jun 2026 where Annabel Rigby said she was ready to move forward at £28k for year one. Patricia Gleave's security questions were still open. No proposal or order form is shown.

    The analysis

    Discovery: Sophie Ling asked Annabel Rigby to a discovery call on 23 Apr 2026, and Annabel accepted. On the 28 Apr 2026 call, Annabel and Hugh Brereton described client data spread across the CRM, portfolio system, bank statements and spreadsheets, with manual compliance checking.

    Commercial: Sophie positioned Starter at £28k all-in for year one, with a four-week implementation. Hugh named paying a consultancy as the closest alternative.

    Demo: Sophie arranged a tailored demo between 12 and 17 Jun 2026, fixed for Thursday at 14:00. On the 18 Jun 2026 demo, Theo Gallagher showed a sample brain, and Annabel said she was sold on Starter.

    Compliance: Patricia Gleave said compliance reporting cannot have gaps. Sophie described very high availability and promised a fix for freshness issues, but Starter credits availability only. Theo promised a full security review within four weeks, which should be checked against what Starter includes.

    Follow-up: On 22 Jun 2026 Patricia asked for detail on data retention, encryption at rest and audit logging before moving forward. Annabel had not replied about a next-steps call.

    Open at the end: Theo owes Patricia the controls answers, and Sophie still needs a slot with Annabel. The £28k figure was spoken only; the evidence does not show a proposal sent or an order form signed.

    Brereton Coyle Wealth / BG-Demo – DiscoveryBrereton Coyle Wealth / BG-Demo – DemoDemo follow-upDemo: B-Viz for Brereton Coyle

    Made from 2 calls · 3 email threads

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 19 Jun 2026email threadDemo follow-up Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia GleaveBrereton Coyle Wealth logoSophie LingTheo GallagherAnnabel Rigby+1
  • 18 Jun 2026callBrereton Coyle Wealth / BG-Demo – Demo Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia GleaveBrereton Coyle Wealth logoSophie LingTheo GallagherAnnabel Rigby+1
  • 12 Jun 2026email threadDemo: B-Viz for Brereton Coyle Sophie Ling, Annabel RigbyBrereton Coyle Wealth logoSophie LingAnnabel Rigby
  • 28 Apr 2026callBrereton Coyle Wealth / BG-Demo – Discovery Sophie Ling, Annabel Rigby, Hugh BreretonBrereton Coyle Wealth logoSophie LingAnnabel RigbyHugh Brereton
  • 23 Apr 2026email threadDiscovery call Sophie Ling, Annabel RigbyBrereton Coyle Wealth logoSophie LingAnnabel Rigby
  • 3 Mar 2026dealBrereton Coyle Wealth – New Sophie Ling, Annabel RigbyBrereton Coyle Wealth logoSophie LingAnnabel Rigby
  • 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
  • 19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Rebecca Ainsworth, Richard Lazenby, Nigel Fairbrother, Fraser Moncrieff, Monique Jefferson, Giles Brockway, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra LüdersAlice BrewerToby UnderwoodNoel Cronin+32
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

Brereton Coyle Wealth'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 5 AI summaries of 6 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 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 · 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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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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