B-Viz
Hartside Student Living logo

Hartside Student Living

Healthy£45kRenews 10 Apr 27

AI facts

As at Fri 9 Oct 2026

Hartside Student Living holds an executed Growth order form signed 27 Mar 2026 at £45k a year after a 10% first-term discount, running 10 Apr 2026 to 9 Apr 2027. Active users rose from 17 in May 2026 to 32 in Sep 2026 (88%) against 40 licensed users. Renewal falls on 10 Apr 2027 at a renewal price of £50k, with no open deals. Both invoices were paid after their due dates, and a check-in is booked for 19 Oct 2026.

Read from 17 calls · 24 email threads · 7 tickets · 3 news items · 1 deals · 11 people · 10 documents, newest 14 Sep 26

Profile

Updated 9 Oct 26
  • IndustryStudent accommodationSource: CRM company record
  • Websitehartside.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityNottinghamSource: CRM company record
  • Size450 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Hollie Grieve
  • Customer since10 Apr 2026Source: first executed order form ctr_158_01, signed 27 Mar 2026 · Growth tier · In the CRM since 27 Oct 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because active users rose every month to Sep 2026, questions are at their peak and the champion and CFO spoke positively at the 11 Sep 2026 QBR. Invoices were paid late, not disputed. A value case for James Whitworth before renewal is the next move.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£45,000Source: executed order form ctr_158_01, 10 Apr 2026 to 9 Apr 2027 · CRM £45,000 · Invoiced run rate £45,000 · As of 9 Oct 2026
  • Next renewal10 Apr 2027Basis: order form ctr_158_01 ends 9 Apr 2027 · In 183 days · Renewal price £50,000 (+11.1%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term10 Apr 2026 to 9 Apr 2027Source: order form ctr_158_01 (new), signed 27 Mar 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact14 Sep 2026Email: Follow-up from our QBR · 25 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Apr 2026 · 6 connectors configured
  • Licensed seats4032 active users in Sep 2026 · Order form ctr_158_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve drafts a written value case with renewal cost points for James Whitworth and shares it with Bethany Cole for review ahead of the 19 Oct 2026 check-in. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should build a written value case with renewal cost points for James Whitworth, the CFO. He asked for cost points before the renewal on 10 Apr 2027 at £50k, and usage reached 32 active users and 1457 questions in Sep 2026.

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

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Hartside Student Living is on the executed Growth order form at £45k a year, and active users rose from 17 to 32 by Sep 2026. Renewal on 10 Apr 2027 moves to £50k and the CFO wants cost points, so Hollie Grieve is building the value case.

Healthy is the verdict for Hartside Student Living, on the executed Growth order form at £45k a year to 9 Apr 2027. Renewal on 10 Apr 2027 moves to £50k (11.1%) once the discount ends.

Active users rose from 17 to 32 and questions from 357 to 1457 between May 2026 and Sep 2026. Oscar Whitfield asked 24% and Maya Hargreaves 18% of questions in the last 90 days; neither has a conversation on record.

James Whitworth, the CFO, wants cost points before renewal against seven daily users on forty seats. Two data freshness incidents hit Bethany Cole's partner calls, and both invoices, paid late, are now clear.

Hollie Grieve drafts a value case with renewal cost points for James by 9 Oct 2026 and reviews it with Bethany at the booked 19 Oct 2026 check-in. Lewis Kerr keeps the £50k draft figure out of quotes.

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£50kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£45k£45kApr 26: Contracted ARR £45,000; Invoiced ARR £45,000May 26: Contracted ARR £45,000; Invoiced ARR £45,000Jun 26: Contracted ARR £45,000; Invoiced ARR £45,000Jul 26: Contracted ARR £45,000; Invoiced ARR £45,000Aug 26: Contracted ARR £45,000; Invoiced ARR £45,000Sep 26: Contracted ARR £45,000; Invoiced ARR £45,000

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 £45k; Invoiced ARR £45k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_158.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 26£45,000£45,000
May 26£45,000£45,000
Jun 26£45,000£45,000
Jul 26£45,000£45,000
Aug 26£45,000£45,000
Sep 26£45,000£45,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £45k, paid late

Standing Paid upARR Rising

Contracted ARR is £45k from the Growth order form signed 27 Mar 2026, and the CRM and invoices match it. Renewal is on 10 Apr 2027 at £50k. Both invoices were paid, but 19 and 24 days after their due dates.

  • Both invoices were paid after their due dates
  • Renewal on 10 Apr 2027 at £50k against £45k today
  • CRM, invoices and order form agree
The analysis

Recurring revenue: Contracted ARR is £45k from the Growth new-business order form, signed 27 Mar 2026 and running 10 Apr 2026 to 9 Apr 2027. The CRM and the invoiced run rate both match it, so the reconciliation shows no difference.

Next commitment: Renewal falls on 10 Apr 2027, 183 days after the as-of date. The price book gives £50k against £45k today, a change of +£5,000 (11.1%), because the first-term discount ends.

Billing: INV-158-0001 (net £12k) was paid 19 days after its due date and INV-158-0002 (net £45k) 24 days after. Nothing is overdue or disputed now, but neither invoice was paid within terms.

Deals: one new-business deal, closed won on 27 Mar 2026, with a deal amount of £57k. Its owner, Lewis Kerr, is active in HR. There are no open deals.

Made from 1 deal · 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: onboarding slow, adoption thin

    Growth onboarding began 16 Apr 2026. Value doubts surfaced in May over thin usage, blocked connectors and overdue invoices. By late June the helpdesk was live and resident services was training, but accounting access and a second admin were still open.

    The analysis

    Kickoff: the Growth term runs 10 Apr 2026 to 9 Apr 2027. The 16 Apr 2026 kickoff agreed connector phasing, with Sana Rahman as the only admin.

    Billing: finance chased Russell Bland on 6 May 2026 and 18 May 2026 for the £14k implementation invoice and the £54k subscription invoice. On 1 Jun 2026 he blamed purchase order matching; payment received is not shown.

    Adoption: on 7 May 2026 Bethany Cole questioned value at £45k a year with two regular users from forty licences. On 27 May 2026 only the CRM was loading, and she said she would rather hear bad news from Hamza Akhtar.

    Connectors: the helpdesk permission fault was fixed by 22 May 2026 and the connector went live on 3 Jun 2026. Accounting still awaited written sign-off from the finance director.

    Turn: on 3 Jun 2026 Bethany said the partner review was pleased with the evidence. On 10 Jun 2026 she wanted one partner view to replace two days of spreadsheet work.

    Resident services: Zainab Ali's team agreed on 17 Jun 2026 to training, with six or seven joining. The 25 Jun 2026 session went well, though some of her team are sceptical.

    Support: a duplicate-records ticket from 24 Jun 2026 was fixed by a clean reindex; the record does not show Bethany confirming the count.

    Open at the end: accounting connector not loaded, agreements folder without an owner, and a second admin only agreed in principle.

    Made from 9 calls · 10 email threads · 3 tickets

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

  2. Q1 2026

    Q1 2026: Growth deal to order form sent

    Hartside moved from demo to a Growth order form sent for signature on 25 Mar 2026. James Whitworth, CFO, checked the paper closely. The first invoice went out on 30 Mar 2026. No signed copy is shown in the reads.

    The analysis

    Demos: Lewis Kerr's 5 Jan 2026 follow-up restated the £57k Growth proposal plus VAT, and Sana Rahman asked about nightly refresh and administration load. A second demo for resident services was agreed on 7 Jan 2026, and the 12 Jan 2026 call showed a Universities page and ticket dashboard on Hartside's own extracts.

    Buyer: Bethany Cole said on the 12 Jan 2026 call that she would not proceed without James. Scheduling a proposal walkthrough on 20 Jan 2026 ended with no confirmed slot.

    Proposal: On the 28 Jan 2026 call James established that £57k is the total deal value including implementation. He asked for the fee split from the subscription, explicit user and connector limits, and preferred quarterly payment.

    Negotiation: On the 26 Feb 2026 call Owen Tallis held the headline price and offered payment timing as the flex. Russell Bland and James both preferred quarterly, and the target was signature by 27 Mar 2026, subject to legal review.

    Order form: On 25 Mar 2026 Lewis sent the Growth order form at £57k plus VAT. James said the figures and terms matched the proposal and asked for invoices to go to the finance team.

    Open at the end: Rachel Dunmore sent invoice INV-158-0001 on 30 Mar 2026 for £12k net, £14k gross, due 29 Apr 2026. Russell had not confirmed the PO number or a shared mailbox. Sana's likely helpdesk move remained a connector risk.

    Made from 3 calls · 6 email threads

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

  3. Q4 2025

    Q4 2025: Growth proposal, nothing signed

    Hartside Student Living moved from scheduling to discovery (28 Nov 2025) and a demo on its own data (31 Dec 2025). Growth at £57k total deal value is the plan, but the CFO says nothing is agreed and the order form is unread.

    The analysis

    Scheduling: On 20 Nov 2025 Lewis Kerr booked a discovery call with Bethany Cole. She accepted Wednesday at 10:00 and asked that James Whitworth join from the start, saying she will not go further without him.

    Discovery: On 28 Nov 2025 Bethany described pulling agreements, tickets and invoices from three people before each university partner review. James wants a clean contract, no babysitting by a small data team, and a written security answer.

    Commercial: On 1 Dec 2025 Lewis summarised a Growth proposal at £57k excluding VAT. James, the CFO, replied that nothing is agreed and asked for the draft order form in writing; he is content to work towards 27 Mar 2026.

    Demo: Lewis proposed a demo date on 29 Dec 2025 and the thread shows no reply. The demo was held on 31 Dec 2025 on Hartside's own data, and Zainab Ali, who had been sceptical, found it persuasive.

    Open at the end: James was absent from the demo and has not read the order form. The £57k is a proposal figure covering implementation as well, not executed paper. Sana Rahman is to send the systems list, and older tickets with free-text building fields may sit unmatched. The reads do not show a signature.

    Made from 2 calls · 3 email threads

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

  4. Q3 2025

    Q3 2025: one event invitation, no reply

    One read in the period: an email from Alice Brewer on 8 Sep 2025 inviting Head of Finance Russell Bland to a London roundtable on 23 Sep 2025. The thread shows no customer response.

    The analysis

    Period: this digest rests on one read, an email thread dated 8 Sep 2025. Nothing else with Hartside Student Living is recorded for the quarter.

    Event invitation: Alice Brewer invited Russell Bland, Head of Finance, to a small, informal in-person Revenue leaders roundtable in London on 23 Sep 2025. The invitation was for finance and revenue heads, with no sales pitch.

    Customer view: the thread holds no reply from Russell, so his interest is unknown. The read rates sentiment as neutral and records no risks or opportunities.

    Open at the end: the evidence does not show whether Russell replied or attended. The only next step recorded is for Alice to hold a seat if he replied.

    Made from 1 email thread

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

  5. Q4 2024

    Q4 2024: two news items, expansion plans

    Two news items only, no calls, emails or tickets. Results on 29 Oct 2024 were steady with a stated aim of joined-up information. On 24 Dec 2024 an expansion was announced with no location or timetable.

    The analysis

    Results: The 29 Oct 2024 news item said Hartside Student Living published results and occupancy remained resilient. It runs about twelve thousand beds across eight university cities.

    Information sharing: The same item said the operator would keep working on how partnership and resident teams share information, including sharing agreements, resident requests and invoices. The read treats this as background that fits the purpose of a combined view.

    Expansion: The 24 Dec 2024 news item said the operator plans to expand its portfolio, with no location or timetable. Its partnerships team would lead talks on nomination arrangements.

    Open at the end: No customer contact is recorded in the period. The read suggests asking at the next call how expansion would change data needs, as it could mean extra users or connectors. The evidence does not show any contract, usage or ticket position.

    Made from 2 news items

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
32up 9 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
1,457up 675 vs 3 months earlier
Connectors configured · Sep 26
6up 1 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
9.3 GBup 2.0 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020750401,500Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (40)401,45732Apr 26: Active users 8; Licensed seats 40; Questions asked 126May 26: Active users 17; Licensed seats 40; Questions asked 357Jun 26: Active users 23; Licensed seats 40; Questions asked 782Jul 26: Active users 27; Licensed seats 40; Questions asked 1,115Aug 26: Active users 31; Licensed seats 40; Questions asked 751Sep 26: Active users 32; Licensed seats 40; Questions asked 1,457

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. Latest (Sep 26): Active users 32; Licensed seats 40; Questions asked 1,457. Basis: product usage, facts.usage_monthly:org_158, signals:org_158.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 26840126
May 261740357
Jun 262340782
Jul 2627401,115
Aug 263140751
Sep 2632401,457
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB45.0 GB810.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (8)9.3 GB62Apr 26: Connectors configured 3; Active admins 2; Data volume 4.23 GBMay 26: Connectors configured 5; Active admins 2; Data volume 7.19 GBJun 26: Connectors configured 5; Active admins 2; Data volume 7.33 GBJul 26: Connectors configured 5; Active admins 2; Data volume 7.47 GBAug 26: Connectors configured 6; Active admins 2; Data volume 9.14 GBSep 26: Connectors configured 6; Active admins 2; Data volume 9.31 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 6; Active admins 2; Data volume 9.3 GB. Basis: product usage, facts.usage_monthly:org_158, signals:org_158.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26324.23 GB
May 26527.19 GB
Jun 26527.33 GB
Jul 26527.47 GB
Aug 26629.14 GB
Sep 26629.31 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since late August 2026

Direction Rising

Usage is rising: questions in the last 4 weeks were 1,374 against 986 in the 4 before (+39%). September 2026 is the peak month on record. Two heavy askers carry much of it.

  • Questions up 39% over the last 4 weeks against the 4 before
  • Oscar Whitfield and Maya Hargreaves carry 24% and 18% of recent questions
  • 32 of 40 seats active, 6 of 8 connectors configured
The analysis

Recent weeks: Questions rose from 986 to 1,374 (+39%) and average daily active users from 7.7 to 10.7 (+39%). The busiest week ended 2 Oct 2026 with 383 questions; no week had zero questions.

Trend: September 2026 was the peak for users (32), questions (1,457), connectors (6) and records indexed. August 2026 dipped to 751 questions and has since recovered.

Who uses it: Bethany Cole and Sana Rahman are the active admins. Over the last 90 days Oscar Whitfield asked 24% of questions and Maya Hargreaves 18%.

Against the order form: 32 active users is 80% of the 40 seats on the Growth order form. 6 connectors are configured against 8 contracted, the last added on 3 Aug 2026.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

10 documents in 5 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

Hartside Student Living's pages are written from 4 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 61 AI summaries of 64 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 5 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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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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