B-Viz
Carnmoor Fleet Leasing logo

Carnmoor Fleet Leasing

At risk£42kRenews 2 Dec 26

AI facts

As at Fri 9 Oct 2026

Carnmoor Fleet Leasing holds a Growth order form at £42k a year from 2 Dec 2025 to 1 Dec 2026. A Starter renewal order form signed 22 Sep 2026 sets £22k a year from 2 Dec 2026 to 1 Dec 2027, with no automatic renewal. Active users went from 34 in May 2026 to 22 in Sep 2026, a change of -35%. A QBR is booked for 26 Oct 2026. The CRM records £22k against an invoiced run rate of £42k.

Read from 28 calls · 54 email threads · 9 tickets · 2 news items · 2 deals · 11 people · 14 documents, newest 22 Sep 26

Profile

Updated 9 Oct 26
  • IndustryVehicle leasingSource: CRM company record
  • Websitecarnmoorfleet.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityMilton KeynesSource: CRM company record
  • Size780 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Amara Obi
  • Customer since2 Dec 2025Source: first executed order form ctr_151_01, signed 18 Nov 2025 · Growth tier · In the CRM since 25 Jul 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

At risk: the renewal is signed but moves Carnmoor down from Growth to Starter, active users and questions are falling, and the new CIO's platform review has floated not renewing. A measured value case could reopen a route back to Growth.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£41,800differsSource: executed order form ctr_151_01, 2 Dec 2025 to 1 Dec 2026 · CRM £22,000 · Invoiced run rate £41,800 · As of 9 Oct 2026 · The sources disagree
  • Next renewal2 Dec 2026Basis: order form ctr_151_01 ends 1 Dec 2026 · In 54 days · Renewal price £50,000 (+19.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term2 Dec 2025 to 1 Dec 2026Source: order form ctr_151_01 (new), signed 18 Nov 2025 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact23 Sep 2026Email: Carnmoor order form for signature · 16 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Dec 2025 · 5 connectors configured
  • Licensed seats4022 active users in Sep 2026 · Order form ctr_151_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Agree with Kofi Asamoah the four connectors that stay under the Starter renewal and present that plan, with a measured value case, at the 26 Oct 2026 QBR. At-risk save
Who
Amara Obi Amara Obi
When
This week by 9 Oct 2026
Why
Amara Obi should agree with Kofi Asamoah which four connectors stay under the signed Starter renewal and bring that plan and a measured value case to the 26 Oct 2026 QBR, because five are configured against a hard limit of four.

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

The story

As at Fri 9 Oct 2026
At risk

At risk: Carnmoor Fleet Leasing has signed a Starter renewal at £22k a year from 2 Dec 2026, down from £42k on Growth. Active users fell 35% since May 2026, and the CIO's platform review keeps not renewing in view.

At risk: Carnmoor Fleet Leasing is on Growth at £42k a year to 1 Dec 2026, and signed a Starter renewal on 22 Sep 2026 at £22k a year from 2 Dec 2026 to 1 Dec 2027.

Active users fell from 34 in May 2026 to 22 in Sep 2026 (-35%), and questions from 1,350 to 820 (-39%). Kofi Asamoah asked 24% of questions over 12 months and Simon Achterberg 21% in the last 90 days.

Simon, the new Chief Information Officer, has an options paper including not renewing, and records indexed are flat over 30 days. Five connectors are configured against the Starter hard limit of four, and Gemma Thorne names herself the key person.

Amara Obi owns the next step, due 9 Oct 2026: agree with Kofi the four connectors that stay, and present that plan with a measured value case at the 26 Oct 2026 QBR.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kJan 26Mar 26May 26Jul 26Sep 26new£42k£42kDec 25: Contracted ARR £41,800; Invoiced ARR £41,800Jan 26: Contracted ARR £41,800; Invoiced ARR £41,800Feb 26: Contracted ARR £41,800; Invoiced ARR £41,800Mar 26: Contracted ARR £41,800; Invoiced ARR £41,800Apr 26: Contracted ARR £41,800; Invoiced ARR £41,800May 26: Contracted ARR £41,800; Invoiced ARR £41,800Jun 26: Contracted ARR £41,800; Invoiced ARR £41,800Jul 26: Contracted ARR £41,800; Invoiced ARR £41,800Aug 26: Contracted ARR £41,800; Invoiced ARR £41,800Sep 26: Contracted ARR £41,800; Invoiced ARR £41,800

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £42k; Invoiced ARR £42k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_151.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Dec 25£41,800£41,800
Jan 26£41,800£41,800
Feb 26£41,800£41,800
Mar 26£41,800£41,800
Apr 26£41,800£41,800
May 26£41,800£41,800
Jun 26£41,800£41,800
Jul 26£41,800£41,800
Aug 26£41,800£41,800
Sep 26£41,800£41,800
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £42k, renewing down to Starter

Standing Paid upARR Falling

Contracted ARR is £42k on the Growth order form to 1 Dec 2026. A Starter renewal order form at £22k a year, signed 22 Sep 2026, starts 2 Dec 2026. Both invoices were paid within terms.

  • Renewal on 2 Dec 2026 moves from Growth to Starter at £22k a year
  • CRM ARR of £22k differs from the invoiced £42k
  • Both invoices paid within terms
The analysis

Recurring revenue: ARR began in Dec 2025 at £42k on the Growth order form and has not moved since. The CRM shows £22k, which is £20k below the invoiced run rate; the executed Growth order form is the truth for now.

Next commitment: the executed Starter renewal order form runs from 2 Dec 2026 to 1 Dec 2027 at £22k a year. The price-book figure of £50k assumes the current tier and does not apply.

Billing: INV-151-0001 (net £12k) and INV-151-0002 (net £42k) were both paid within terms, with nothing overdue or disputed.

Deals: the new Growth deal and the Starter renewal deal are both closed won. Sophie Ling owns both and is active in HR.

Made from 2 deals · 2 fact tables · 2 invoices

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. Q2 2026

    Q2 2026: value case asked, new CIO reviews

    Usage rose and Gemma Thorne stayed positive. Finance Director Ian Prendergast wanted any uplift in pounds with its base. New CIO Simon Achterberg began a platform review. Renewal on 2 Dec 2026 is open with no price given.

    The analysis

    Value case: On 17 Apr 2026 Amara Obi set a QBR agenda with the commercial part last. At the 24 Apr 2026 QBR Ian Prendergast asked for any uplift in pounds with its base, and on 27 Apr 2026 he confirmed £42k and agreed nothing.

    Adoption: On 1 May 2026 and 13 May 2026 Gemma asked for a breakdown of who asks questions, and held wider access until a how-to was ready. Some account managers distrust numbers whose source they cannot see.

    Praise: At the 12 May 2026 check-in Gemma said the account manager and the service desk got matching answers. On 15 Jun 2026 she reported usage up about a third, no tickets and connectors loading.

    New CIO: Simon Achterberg was appointed on 13 May 2026 to consolidate reporting on one platform. On 2 Jun 2026 he asked for connectors, data location, cost and who asks the questions.

    Platform review: On the 16 Jun 2026 call Simon noted forty licensed against a few active and asked about flexibility on user numbers. Gemma argued the brain covers calls, emails and tickets that the new platform will not.

    Open at the end: Gemma asked on 15 Jun 2026 whether the Growth price moves and got no answer. Sophie Ling is to send order form terms and renewal options, and the evidence does not show a date for the pound breakdown.

    Made from 4 calls · 9 email threads · 1 news item

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

  2. Q1 2026

    Q1 2026: Growth onboarding, adoption building

    Carnmoor onboarded onto Growth, fixed data quality gaps and grew from one user to about seven active against 40 seats. Gemma Thorne is positive but cannot yet quantify value for her director before the 1 Dec 2026 renewal.

    The analysis

    Onboarding: On 5 Jan 2026 Carnmoor agreed a four-source plan and named Kofi Asamoah day to day owner. On 12 Jan 2026 three waves and a two-client pilot were agreed, with Kofi the sole admin.

    Data quality: On 19 Jan 2026 two extract gaps were found and Growth terms confirmed at £42k. A duplicate-client ticket from 19 Feb 2026 was traced to name formatting in the source data and was stable by 24 Feb 2026.

    Training: Priti Varma was trained on 2 Feb 2026 and 4 Feb 2026, built a four-tile dashboard, and said her manager asked what the company gets for its money.

    Support: On 17 Feb 2026 a fix to figures account managers saw was confirmed. A stale dashboard cache was cleared on 25 Feb 2026. On 25 Mar 2026 the leasing connector stopped after an API key rotation and Kofi updated the credentials.

    Adoption: On 2 Mar 2026 about six users were active. By 24 Mar 2026 Gemma said review prep fell from most of a day to a morning, and remarketing was framed as a new team on the same licence.

    Open at the end: Gemma cannot put a number on value, asks a large share of the questions and is the only confirmed admin. The usage summary, QBR dates and the unanswered API documentation request were still open.

    Made from 7 calls · 10 email threads · 7 tickets

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

  3. Q4 2025

    Q4 2025: Growth signed, onboarding begins

    Carnmoor's finance director pressed for a split of the £54k total and a written renewal price. The contract was signed on 2 Dec 2025, and onboarding followed with Kofi Asamoah the only admin and only login out of 40 licences.

    The analysis

    Proposal: On 2 Oct 2025 Ian Prendergast, finance director, said he would not take a total to the board without knowing year two. Sophie Ling confirmed £54k is the deal total including implementation.

    Negotiation: On 29 Oct 2025 Ian agreed no price on the call and wanted first-year, renewal and difference figures in pounds in the order form. Owen Tallis said any concession sits on the first term only and the renewal returns to list.

    Order form: On 14 Nov 2025 Ian again asked for the total split into one-off, yearly recurring and first-renewal amounts, and did not commit to Tuesday 18 Nov 2025. The thread shows no BG-Demo reply.

    Signing and billing: Amara Obi confirmed on 8 Dec 2025 that the contract was signed on 2 Dec 2025 and runs to 1 Dec 2026. INV-151-0001 (net £12k) was issued on 19 Nov 2025 and INV-151-0002 (net £42k) on 2 Dec 2025; neither thread has a customer reply.

    Onboarding: Gemma Thorne, the champion, said she expects to be asked at year end whether it was worth it. Single sign-on is not on Growth, and the leasing system was made master for the client list.

    Open at the end: Kofi is the only admin and the only login. He promised a deputy by the middle of January. Remarketing is sceptical, helpdesk tags are inconsistent, and the two-client pilot and user sessions were still to run.

    Made from 6 calls · 12 email threads

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

  4. Q3 2025

    Q3 2025: Growth discovery, demos and proposal

    Carnmoor Fleet Leasing went from discovery to two demos and a proposal walkthrough. Gemma Thorne is a positive champion but cannot decide price. The £54k Growth total, with an 18 Nov 2025 target, still needed the finance director, IT and the service desk.

    The analysis

    Discovery: On 13 Aug 2025 Gemma Thorne accepted a discovery conversation with Sophie Ling. On the 20 Aug 2025 call she described client review packs built by hand from four systems that disagree.

    Price: On 21 Aug 2025 Sophie framed Growth at £54k, a total including implementation and not an annual price. Gemma said she cannot decide price without Ian Prendergast, the finance director.

    First demo: The 10 Sep 2025 demo on a sample extract left Gemma saying it was far more useful than she expected. On 12 Sep 2025 Kofi Asamoah proposed four sources and flagged client names that do not match between the leasing system and the CRM.

    Second demo: On 22 Sep 2025 Priti Varma saw the account manager view, and Gemma said she came in sceptical. Priti then asked how current the data is and how access is limited to her own accounts.

    People: On 4 Sep 2025 Alice Brewer invited Ian to a roundtable on 23 Sep 2025. The thread holds no reply.

    Open at the end: On 25 Sep 2025 Gemma asked that the proposal go to no one else and said she cannot decide commercial terms alone. Still open: Kofi's source list, IT sight of any extract, service desk comfort, the freshness and access questions, and the 18 Nov 2025 target.

    Made from 3 calls · 8 email threads

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

  5. Q4 2024

    Q4 2024: funding news, one unanswered invite

    Two reads: a webinar invitation to the Finance Director on 9 Oct 2024 with no reply, and news on 16 Dec 2024 of new funding for Carnmoor Fleet Leasing. Neither shows a change to systems, contract or sentiment.

    The analysis

    Outreach: On 9 Oct 2024 Sofia Marchetti invited Ian Prendergast, Finance Director, to the BG-Demo webinar on Thursday 17 October 2024. The invitation was pitched at running cost, board explanation and worth, and offered the recording if the date did not suit.

    Response: Ian did not reply in the thread. The evidence does not show whether he attended or received the recording.

    News: On 16 Dec 2024 Milton Keynes Business Courier reported that Carnmoor Fleet Leasing announced thirty-five million pounds of new funding. No breakdown of use was given, so the read treats it as background rather than a trigger.

    Open at the end: Ian's interest is unconfirmed, and Sofia is to check whether he attended or got the recording. A finance-led case on cost and worth could open a conversation with client services or operations.

    Made from 1 email thread · 1 news item

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
22down 10 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
820down 430 vs 3 months earlier
Connectors configured · Sep 26
5down 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
13.6 GBdown 12.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020750401,500Jan 26Mar 26May 26Jul 26Sep 26records indexed flat 30dIncluded users (40)4022820Dec 25: Active users 12; Licensed seats 40; Questions asked 154Jan 26: Active users 22; Licensed seats 40; Questions asked 577Feb 26: Active users 26; Licensed seats 40; Questions asked 942Mar 26: Active users 29; Licensed seats 40; Questions asked 1,296Apr 26: Active users 33; Licensed seats 40; Questions asked 1,279May 26: Active users 34; Licensed seats 40; Questions asked 1,350Jun 26: Active users 32; Licensed seats 40; Questions asked 1,250Jul 26: Active users 29; Licensed seats 40; Questions asked 1,150Aug 26: Active users 27; Licensed seats 40; Questions asked 1,050Sep 26: Active users 22; Licensed seats 40; Questions asked 820

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Dashed upright lines mark dated events. Latest (Sep 26): Active users 22; Licensed seats 40; Questions asked 820. Basis: product usage, facts.usage_monthly:org_151, signals:org_151.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Dec 251240154
Jan 262240577
Feb 262640942
Mar 2629401,296
Apr 2633401,279
May 2634401,350
Jun 2632401,250
Jul 2629401,150
Aug 2627401,050
Sep 262240820
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB415.0 GB830.0 GBJan 26Mar 26May 26Jul 26Sep 26Included connectors (8)513.6 GB2Dec 25: Connectors configured 4; Active admins 2; Data volume 15.40 GBJan 26: Connectors configured 5; Active admins 2; Data volume 19.63 GBFeb 26: Connectors configured 5; Active admins 2; Data volume 19.99 GBMar 26: Connectors configured 6; Active admins 2; Data volume 24.45 GBApr 26: Connectors configured 6; Active admins 2; Data volume 24.91 GBMay 26: Connectors configured 7; Active admins 2; Data volume 27.91 GBJun 26: Connectors configured 7; Active admins 2; Data volume 25.69 GBJul 26: Connectors configured 6; Active admins 2; Data volume 19.97 GBAug 26: Connectors configured 6; Active admins 2; Data volume 17.83 GBSep 26: Connectors configured 5; Active admins 2; Data volume 13.61 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 5; Active admins 2; Data volume 13.6 GB. Basis: product usage, facts.usage_monthly:org_151, signals:org_151.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Dec 254215.40 GB
Jan 265219.63 GB
Feb 265219.99 GB
Mar 266224.45 GB
Apr 266224.91 GB
May 267227.91 GB
Jun 267225.69 GB
Jul 266219.97 GB
Aug 266217.83 GB
Sep 265213.61 GB

Usage read

As at Fri 9 Oct 2026

Usage falling since May 2026

Direction Falling

Falling: questions were 850 in the 4 weeks to 21 Aug 2026 against 754 in the latest 4 (-11%). Two connectors have broken since July 2026 and records indexed are down 51% from the May 2026 peak.

  • Two connectors broke: 1 Jul 2026 and 1 Sep 2026
  • Records indexed down 51% from May 2026 peak
  • Kofi Asamoah asks 24% of questions over 12 months
  • 5 of 8 contracted connectors configured
The analysis

Recent weeks: questions in the last 4 weeks were 754 against 850 in the 4 before (-11%), while average daily active users rose from 5.6 to 6.8 (+21%). Records indexed went from 6,822,091 to 6,512,624 over 30 days (flat or falling).

Trend: active users fell from 34 in May 2026 to 22 in September 2026 (-35%). Questions fell from 1,350 to 820 (-39%), and records indexed from 13,291,363 to 6,480,258 (-51%), after source breaks on 1 Jul 2026 and 1 Sep 2026.

Who uses it: Kofi Asamoah asked 2,365 questions (24%) over 12 months and 630 (19%) in the last 90 days. Simon Achterberg leads the last 90 days with 686 (21%). The admins are Gemma Thorne and Kofi.

Against the order form: 22 active users against 40 seats on the Growth order form (55%), and 5 connectors configured against 8 contracted.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

14 documents in 7 folders; 3 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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

Carnmoor Fleet Leasing's pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 107 AI summaries of 111 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 14 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 · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

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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