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Cawthorne Learning logo

Cawthorne Learning

Prospect£0Proposal · £62k/yr

AI facts

As at Fri 9 Oct 2026

Cawthorne Learning has no contract with BG-Demo: no order form, no invoices and £0 ARR in the CRM. The final proposal of 18 Sep 2026 prices Growth at £50k a year, with a £62k deal total including implementation. No platform usage is on record. The open new deal sits at the CRM proposal stage with an expected close of 18 Nov 2026. A negotiation call with Patrick Rowbotham is booked for 14 Oct 2026 at 16:00.

Read from 5 calls · 5 email threads · 1 deals · 6 people · 3 documents, newest 21 Sep 26

Profile

Updated 9 Oct 26
  • IndustryEducation technologySource: CRM company record
  • Websitecawthorne.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySheffieldSource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Prospect, because Cawthorne Learning is in a live Growth evaluation with a positive champion and a cautiously positive chief executive. The board must see cost per provider before deciding, and the deal record still names Priya Raman, who has left BG-Demo. Winning Growth is the opportunity.

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

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Cawthorne Learning – New · new deal · Expected close 18 Nov 2026 · Owner Priya Raman
  • Last contact21 Sep 2026Call: Cawthorne Learning / BG-Demo – Proposal · 18 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Harvey Doyle sends Patrick Rowbotham and Cerys Llewellyn a board-ready Growth pack before the 14 Oct 2026 negotiation call, with the cost per provider, the implementation and subscription split, and the refresh wording corrected. proposal
Who
Harvey Doyle Harvey Doyle
When
This week by 9 Oct 2026
Why
Harvey Doyle should send Patrick Rowbotham and Cerys Llewellyn a board-ready Growth cost-per-provider pack, with the refresh wording corrected, before the 14 Oct 2026 negotiation call. Patrick will not decide without that per-provider cost.

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

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Cawthorne Learning has an unsigned Growth proposal at £50k a year, £62k with implementation, and close is expected 18 Nov 2026. Patrick Rowbotham wants the board to see cost per provider first. Harvey Doyle sends that pack before the 14 Oct 2026 negotiation call.

Prospect, Cawthorne Learning has nothing executed: the final proposal of 18 Sep 2026 prices Growth at £50k a year and £62k with implementation. The CRM stage is proposal, with close expected 18 Nov 2026.

No platform usage or ticket is on record, as expected before a contract. Cerys Llewellyn, Head of Customer Success, joined all four recorded calls as champion, and Patrick Rowbotham, Chief Executive, is cautiously positive.

Patrick will not decide until the board sees cost per provider. The final proposal says refresh by 07:00 UK time, earlier documents say customer local time, security answers are outstanding and the open deal still names Priya Raman, who has left BG-Demo.

Harvey Doyle sends Patrick and Cerys a board-ready Growth pack by 9 Oct 2026. It sets out cost per provider and corrects the refresh wording, ahead of the negotiation call booked for 14 Oct 2026 at 16:00.

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 open Growth deal

Standing No invoices

No ARR and no billing. One open new-business Growth deal at proposal stage, amount £62k, expected to close 18 Nov 2026. Its owner is not an active employee in HR.

  • Open Growth deal at proposal stage, amount £62k
  • Deal owner is not active in HR
  • No order form and no billing
The analysis

Recurring revenue: there is none. No order form has started, and the CRM shows £0 ARR at opportunity stage.

Next commitment: none contracted. The open deal is a forecast, not a win, with an annual value of £50k and an expected close of 18 Nov 2026.

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

Deals: the open new deal is at proposal stage. Its owner, Priya Raman, is not an active employee in HR, so the deal has no active owner and needs one.

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. Q4 2024

    Q4 2024: one webinar invitation, no reply

    One read in the quarter: on 29 Oct 2024 Sofia Marchetti invited Hayley Staniland to a BG-Demo webinar on 21 Nov 2024. The thread holds no customer response, so interest is not shown.

    The analysis

    Single read: the quarter holds one email thread, dated 29 Oct 2024. It was a logistical invitation from Customer Success, with no commercial content.

    Invitation: Sofia Marchetti invited Hayley Staniland, Head of Product Operations, to an online BG-Demo webinar on 21 Nov 2024. She asked Hayley to pass it to anyone looking after customer data.

    Customer view: the thread contains no reply, so the evidence does not show whether Hayley or anyone else attended or was interested.

    Open at the end: Sofia was to send joining details only if Hayley replied to attend. No reply is recorded in the period.

    The period holds no evidence on price, usage, support, renewal or sentiment. Nothing in it raises a risk.

    Made from 1 email thread

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

  2. Q1 2024

    Q1 2024: webinar invitation, Growth interest

    One read in the quarter: on 25 Feb 2024 Nell Ashcombe invited Nadeem Qureshi, Head of IT, to a webinar on Thu 21 Mar 2024. The thread notes Cawthorne was looking at Growth. No customer response is shown.

    The analysis

    Webinar invitation: on 25 Feb 2024 Nell Ashcombe invited Nadeem Qureshi, Head of IT, to a BG-Demo webinar on Thu 21 Mar 2024. She noted that Cawthorne was looking at Growth.

    Pitch: Nell offered to show the brain on real data and how it runs inside the customer's own Snowflake account, which she expected to be Nadeem's question as Head of IT.

    Customer view: the thread holds no reply from Nadeem, so his interest is not shown. Nell also offered a direct conversation first if he preferred.

    Open at the end: the evidence does not show whether Nadeem attended the webinar or asked for a direct conversation. The Growth interest remains unconfirmed by the customer. This period is a single read, so nothing else is known about the quarter.

    Made from 1 email thread

    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

3 documents in 2 folders. 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

DealStageAmountClose
Cawthorne Learning – Newproposal£62,00018 Nov 2026

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 14 Oct 2026upcoming callCawthorne Learning / BG-Demo – Negotiation Harvey Doyle, Owen Tallis, Patrick Rowbotham, Cerys LlewellynCawthorne Learning logoHarvey DoyleOwen TallisPatrick Rowbotham+1
  • Held
  • 21 Sep 2026callCawthorne Learning / BG-Demo – Proposal Harvey Doyle, Cerys Llewellyn, Patrick RowbothamCawthorne Learning logoHarvey DoyleCerys LlewellynPatrick Rowbotham
  • 18 Sep 2026documentCawthorne Learning - Proposal Priya RamanCawthorne Learning logoPriya Raman
  • 15 Sep 2026documentCawthorne Learning - Proposal v1 Priya RamanCawthorne Learning logoPriya Raman
  • 2 Sep 2026callCawthorne Learning / BG-Demo – Demo Harvey Doyle, Hannah Lowe, Cerys Llewellyn, Abigail HinchliffeCawthorne Learning logoHarvey DoyleHannah LoweCerys Llewellyn+1
  • 26 Aug 2026documentCawthorne Learning - Security Questionnaire Hannah LoweCawthorne Learning logoHannah Lowe
  • 24 Aug 2026email threadFollow-up after the demo Harvey Doyle, Hannah Lowe, Cerys Llewellyn, Hayley StanilandCawthorne Learning logoHarvey DoyleHannah LoweCerys Llewellyn+1
  • 21 Aug 2026callCawthorne Learning / BG-Demo – Demo Harvey Doyle, Hannah Lowe, Cerys Llewellyn, Hayley StanilandCawthorne Learning logoHarvey DoyleHannah LoweCerys Llewellyn+1
  • 13 Aug 2026email threadBooking your demo Harvey Doyle, Cerys LlewellynCawthorne Learning logoHarvey DoyleCerys Llewellyn
  • 22 Jul 2026email threadFollowing up on our discovery conversation Priya Raman, Cerys Llewellyn, Patrick RowbothamCawthorne Learning logoPriya RamanCerys LlewellynPatrick Rowbotham
  • 22 Jul 2026callCawthorne Learning / BG-Demo – Discovery Priya Raman, Cerys Llewellyn, Patrick RowbothamCawthorne Learning logoPriya RamanCerys LlewellynPatrick Rowbotham
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 19 Jun 2026dealCawthorne Learning – New Priya Raman, Cerys LlewellynCawthorne Learning logoPriya RamanCerys Llewellyn
  • 21 Nov 2024eventBG-Demo webinar Sofia Marchetti, Richard Thorne, Paul Rigby, Sarah Hollis, Sam Yates, Doug Fairweather, Ruben Dekker, Andrew Pickering, Donal Coughlan, Dylan Price, Hayley Staniland, Stijn Gielen, Kirsty Ingham, Divya Raval, Leanne Moss, Nina Barden, Jelle Bouma, Zoe Hocking, Birgit Wolff, Lynsey Bainbridge, Annika Lund, Emyr Hopkins, Lawrence Chen, Padraig Daly, Neil Ashworth, Saskia Mendes, Lauren Pilkington, Femi Olatunji, Fiona Drummond, Anthony Garrow, Tracey BainbridgeSofia MarchettiRichard ThornePaul Rigby+28
  • 29 Oct 2024email threadInvitation: BG-Demo webinar on Thursday 21 November 2024 Sofia Marchetti, Hayley StanilandCawthorne Learning logoSofia MarchettiHayley Staniland
  • 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
  • 25 Feb 2024email threadInvitation to our March webinar Nell Ashcombe, Nadeem QureshiCawthorne Learning logoNell AshcombeNadeem Qureshi

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

Cawthorne Learning's pages are written from 4 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 13 AI summaries of 14 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 5 people (5 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 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 · Documents · Events · Email · 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.

How to use the site

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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