B-Viz
Willet Creek Senior Living logo

Willet Creek Senior Living

Prospect£0Proposal · £155k/yr
made from

AI facts

As at Fri 9 Oct 2026

Willet Creek Senior Living has no executed order form, no invoices and £0 ARR in the CRM, which shows the opportunity stage. An Enterprise proposal issued 1 Oct 2026 states an annual price of £125k and a first-year deal amount of £155k including implementation. No platform usage is on record for the organisation. The open new-business deal sits at proposal stage with an expected close of 29 Dec 2026. A negotiation call is booked for 19 Oct 2026 with Eric Halvorsen and Todd Bergquist.

Read from 4 calls · 4 email threads · 1 deals · 6 people · 3 documents, newest 2 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustrySenior livingSource: CRM company record
  • Websitewilletcreek.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityMinneapolisSource: CRM company record
  • Size2,100 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because Kristin Lindahl is convinced by the one view per community and Eric Halvorsen is engaged, but nothing is signed. Privacy and security sign-off is the gate and the privacy lead has seen only the outline. The opportunity is a company-wide Enterprise subscription across the Minnesota and Wisconsin communities.

SignalsDocument roll-upWillet Creek Senior Living / BG-Demo – ProposalWillet Creek Senior Living / BG-Demo – DemoQ4 2024 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £155,000Source: CRM deal Willet Creek Senior Living – New · new deal · Expected close 29 Dec 2026 · Owner Jordan Pike
  • Last contact2 Oct 2026Call: Willet Creek Senior Living / BG-Demo – Proposal · 7 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Jennifer Moua the issued Enterprise proposal and security material and gets the privacy and security review session booked before the negotiation call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike to send Jennifer Moua the issued Enterprise proposal and security material and get the privacy review session booked, because Eric Halvorsen will not sign before privacy and security approve and the negotiation call is booked for 19 Oct 2026.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: an Enterprise proposal of 1 Oct 2026 at £125k annual price is open, with nothing executed or invoiced. Eric Halvorsen will not sign before privacy and security approve, and a negotiation call is booked for 19 Oct 2026.

Prospect: Willet Creek Senior Living has an open Enterprise proposal of 1 Oct 2026 at £125k annual price, £155k first-year deal amount with implementation. Nothing is executed or invoiced, and the 29 Dec 2026 close is a forecast.

There is no platform usage and there are no tickets because no service is live. Kristin Lindahl, VP Family Relations and Sales, is the champion and joined all three calls, while Eric Halvorsen, Chief Operating Officer, is the economic buyer.

The main risk is the privacy gate: Eric will not sign before privacy and security approve, and Jennifer Moua, the Privacy and Security Officer, has seen only the outline. Amber Schultz's question on per-community access control remains open.

Jordan Pike sends Jennifer the proposal and security material and gets the privacy review booked by 9 Oct 2026, with Theo Gallagher evidencing access control. The negotiation call is booked for 19 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 open Enterprise deal

Standing No invoices

No ARR and no billing. One open new-business Enterprise deal at proposal stage, amount £155k, expected to close 29 Dec 2026. The owner, Jordan Pike, is active in HR.

  • Open Enterprise deal at proposal stage, amount £155k
  • Expected close 29 Dec 2026
  • 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, with an annual value of £125k and an expected close of 29 Dec 2026.

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

Deals: the open new deal is at proposal stage, created on 22 May 2026. Jordan Pike owns it and is active in HR.

Willet Creek Senior Living – NewARR by month

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: one webinar invite, no reply

    One read in the period: a 28 Mar 2026 email from Alice Brewer inviting Jennifer Moua, Privacy and Security Officer, to a 16 Apr 2026 webinar. The thread holds no customer response.

    The analysis

    Period: this digest rests on one read, an email thread dated 28 Mar 2026. No calls, tickets or news items fall in the quarter.

    Outreach: Alice Brewer invited Jennifer Moua, Privacy and Security Officer, to the 16 Apr 2026 webinar on running the brain inside the customer's own Snowflake account.

    Commitment: Alice offered registration details on reply and promised not to add Jennifer to any list without her say-so.

    Customer view: there is no customer response in the thread, so the evidence does not show Jennifer's view. The read judges the sentiment neutral and the voice unknown.

    Open at the end: the webinar was still to come, and Alice was to send registration details only if Jennifer replied. The read notes the session speaks to data control, a likely privacy review concern, but this is not confirmed by the customer.

    Invitation to our April webinar

    Made from 1 email thread

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

  2. Q3 2025

    Q3 2025: one webinar invitation, no reply

    One read in the quarter: on 2 Sep 2025 Alice Brewer invited Kristin Lindahl and her teams to a BG-Demo webinar on 18 Sep 2025. The thread holds no customer response, so interest is not shown.

    The analysis

    Webinar invitation: the only read is an email thread dated 2 Sep 2025. Alice Brewer invited Kristin Lindahl and her teams to an online BG-Demo webinar on 18 Sep 2025.

    Ask: Alice asked Kristin to reply if she wanted registration details, and invited her to forward the invitation to colleagues.

    Customer view: the thread holds no customer response, so interest is not shown. The read's sentiment is neutral and the voice is unknown.

    Opportunity: the read notes that family relations and community sales teams could be engaged through the webinar. No risks are recorded.

    Open at the end: nothing beyond Alice sending registration details if Kristin replies. The evidence does not show whether Kristin replied or whether anyone attended.

    This is a single event invitation. It carries no information on contract, usage, tickets, price or renewal for the quarter.

    Webinar invitation: 18 Sep 2025

    Made from 1 email thread

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

  3. Q4 2024

    Q4 2024: one roundtable invitation, no reply

    One read in the period: on 5 Nov 2024 Sofia Marchetti invited Kristin Lindahl to a London revenue leaders roundtable on 26 Nov 2024. The thread holds no customer response, so it shows only a relationship touchpoint.

    The analysis

    Scope: the period holds one read, an email thread dated 5 Nov 2024. No calls, tickets or news items are recorded for the quarter.

    Invitation: Sofia Marchetti personally invited Kristin Lindahl to an in-person revenue leaders roundtable in London on 26 Nov 2024. She asked Kristin to say within about a week whether she could attend, and offered notes if she could not travel.

    Customer view: the thread holds no reply from Kristin, so the evidence does not show her interest or whether she attended. The read judges the sentiment neutral and the voice unknown.

    Opportunity: the read notes that Kristin's interest in one view per community could be explored in person at the roundtable. The evidence does not show whether that conversation took place.

    Open at the end: Sofia holds the follow-up on attendance, or sending notes if Kristin could not travel. The thread shows no commercial signal, no renewal or price discussion and no risk.

    Invitation: revenue leaders roundtable in London

    Made from 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. 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
Willet Creek Senior Living – Newproposal£155,00029 Dec 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 19 Oct 2026upcoming callWillet Creek Senior Living / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Eric Halvorsen, Todd Bergquist, Kristin LindahlWillet Creek Senior Living logoJordan PikeOwen TallisEric Halvorsen+2
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 2 Oct 2026callWillet Creek Senior Living / BG-Demo – Proposal Jordan Pike, Kristin Lindahl, Eric HalvorsenWillet Creek Senior Living logoJordan PikeKristin LindahlEric Halvorsen
  • 1 Oct 2026documentWillet Creek Senior Living - Proposal Jordan PikeWillet Creek Senior Living logoJordan Pike
  • 28 Sep 2026documentWillet Creek Senior Living - Proposal v1 Jordan PikeWillet Creek Senior Living logoJordan Pike
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 21 Aug 2026documentWillet Creek Senior Living - Security Questionnaire Hannah LoweWillet Creek Senior Living logoHannah Lowe
  • 18 Aug 2026email threadFollow-up from the demo Jordan Pike, Theo Gallagher, Kristin Lindahl, Amber Schultz, Nicole DahlWillet Creek Senior Living logoJordan PikeTheo GallagherKristin Lindahl+2
  • 18 Aug 2026callWillet Creek Senior Living / BG-Demo – Demo Jordan Pike, Theo Gallagher, Kristin Lindahl, Amber Schultz, Nicole DahlWillet Creek Senior Living logoJordan PikeTheo GallagherKristin Lindahl+2
  • 8 Jul 2026callWillet Creek Senior Living / BG-Demo – Discovery Jordan Pike, Kristin Lindahl, Eric HalvorsenWillet Creek Senior Living logoJordan PikeKristin LindahlEric Halvorsen
  • 22 May 2026dealWillet Creek Senior Living – New Jordan Pike, Kristin LindahlWillet Creek Senior Living logoJordan PikeKristin Lindahl
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 28 Mar 2026email threadInvitation to our April webinar Alice Brewer, Jennifer MouaWillet Creek Senior Living logoAlice BrewerJennifer Moua
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+46
  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Douglas Entwistle, Niamh Fahy, Jenny Trethewey, Sofie Bech, Samina Akram, Dawn Spowage, Terence Bradley, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+25
  • 2 Sep 2025email threadWebinar invitation: 18 Sep 2025 Alice Brewer, Kristin LindahlWillet Creek Senior Living logoAlice BrewerKristin Lindahl
  • 20 Mar 2025eventBG-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Tariq Mahmood, Lauren Bickerstaff, Josh Fairburn, Carl Ibbotson, Vincent Ackerley, Ellie Marchant, Nicholas Pengelly, Janet Readman, Lily Harker, Annika Lund, Uwe Hartmann, Philippa Dalzell, Bernd Zimmermann, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+28
  • 26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Anil Bhatt, Derek Lindqvist, Lorna Cairns, Terry Hinchcliffe, Lynn Staniforth, Vincent Ackerley, Wouter Kok, Caroline Westby, Graeme Outram, Duncan Greenwood, Johan Berglund, Shonda Barnes, Robin Gittins, Lawrence Chen, Ken Duckworth, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian BeckerSofia MarchettiCraig PatersonPaul Rigby+40
  • 5 Nov 2024email threadInvitation: revenue leaders roundtable in London Sofia Marchetti, Kristin LindahlWillet Creek Senior Living logoSofia MarchettiKristin Lindahl
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

Willet Creek Senior Living's pages are written from 4 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 6 people (6 with an AI write-up) and 3 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
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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