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Lunesdale Homes logo

Lunesdale Homes

Lost£0

AI facts

As at Fri 9 Oct 2026

Lunesdale Homes is a Lancaster housing association with no order form, no invoices and £0 ARR on every measure. Its one deal, a new Enterprise deal pencilled at £140k including implementation, closed lost on 16 Jan 2026 with the reason security review. No platform usage is on record. Nothing is open: no renewal, deal or dispute. A 22 Jun 2026 news item reported its plan to combine complaints, repairs and tenant feedback.

Read from 1 calls · 4 email threads · 2 news items · 1 deals · 6 people, newest 22 Jun 26

Profile

Updated 9 Oct 26
  • IndustryHousing associationSource: CRM company record
  • Websitelunesdale.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLancasterSource: CRM company record
  • Size1,050 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: 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

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Enterprise deal closed lost on 16 Jan 2026 and the last interaction was on 16 Dec 2025. The finance director required a separate procurement process with no date. The June 2026 regulatory news is the one reason to reopen with Alison Mawdsley.

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

Key facts

Updated 9 Oct 26
  • Last contact16 Dec 2025Email: Follow-up from our discovery conversation · 297 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Matteo Ricci writes to Alison Mawdsley to reopen discovery on combining complaints, repairs and tenant feedback, and offers a security session with Debra Hodgson. Re engage
Who
Matteo Ricci Matteo Ricci
When
This week by 9 Oct 2026
Why
Matteo Ricci should reopen discovery with Alison Mawdsley, using the 22 Jun 2026 news on combining complaints, repairs and feedback. He should bring Debra Hodgson in early, since the Enterprise deal was lost on security review.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Lunesdale Homes never signed. Its one Enterprise deal closed lost on 16 Jan 2026 on security review, with no order form, no invoice and £0 ARR. A 22 Jun 2026 news item gives Matteo Ricci a reason to reopen discovery with Alison Mawdsley.

Lost: Lunesdale Homes never signed. Its one Enterprise deal, £140k including implementation, closed lost on 16 Jan 2026 on security review, leaving no order form, no invoice and £0 ARR.

No platform usage or tickets are on record. Priya Raman ran the 11 Dec 2025 discovery call with Alison Mawdsley and Christopher Bamber, then left BG-Demo on 28 Aug 2026.

Christopher, Director of Finance, wanted whole-life cost in writing and a separate procurement process, and the last interaction was 16 Dec 2025. A 22 Jun 2026 news item on combining complaints, repairs and tenant feedback gives a reason to reopen.

Matteo Ricci should write to Alison to reopen discovery by 9 Oct 2026, offering a security session with Debra Hodgson, Head of ICT and Information Security.

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 lost deal, no billing

Standing No invoices

Lunesdale Homes has no order form, no ARR and no invoices. Its one deal, a new Enterprise deal, closed lost on 16 Jan 2026 with the reason security review. The deal owner is not active in HR.

  • No order form, no ARR and no billing
  • New Enterprise deal lost on security review
  • Deal owner Priya Raman is not active in HR
The analysis

Recurring revenue: there is none. No order form has started, and the reconciliation shows £0 for CRM ARR, the invoiced run rate and order-form ARR.

Next commitment: none is recorded, and there is no renewal.

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

Deals: the new Enterprise deal was lost at closed lost with an amount of £140k and an annual value of £110k. The owner, Priya Raman, is not an active employee in HR, so the lost deal has no active owner.

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. Q2 2026

    Q2 2026: regulatory update, one news item

    One read in the quarter: a 22 Jun 2026 news item on Lunesdale Homes' regulatory position and its plan to combine complaints, repairs and tenant feedback. It may point to demand for wider use, but it does not mention BG-Demo.

    The analysis

    Scope: the quarter holds one read, a news item. There are no calls, email threads or tickets in the period, so the evidence does not show the customer's own voice or sentiment.

    Regulatory position: on 22 Jun 2026 Housing Sector Dispatch reported that Lunesdale Homes is working with the sector regulator and has shared its plans with it. The item does not say what the regulator found.

    Data use: Lunesdale said it reviewed how its customer-insight and repairs teams use information and will keep improving how complaints, repairs and feedback are combined. The read judges this close to what a joined-up data layer does, but the item does not mention BG-Demo.

    Read's judgement: it rates the item as an upsell signal of medium significance. Customer-insight and repairs teams may be a case for extra users or connectors, while regulatory pressure may divert budget or attention from other projects.

    Open at the end: nothing is confirmed. The suggested next step is to ask the account contact which teams lead the data improvements and what they need. The evidence does not name that contact or a BG-Demo owner.

    Made from 1 news item

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

  2. Q4 2025

    Q4 2025: Enterprise discovery, procurement stall

    One discovery call and two email threads in December 2025. Lunesdale Homes described a clear reconciliation pain, but the finance director said a separate procurement process was needed and no date could be promised.

    The analysis

    Scheduling: On 8 Dec 2025 Priya Raman arranged a half-hour discovery conversation with Alison Mawdsley for the customer insight and repairs teams. Alison chose Friday morning and said she would rather show a real trend by estate than talk in general terms.

    Discovery: On 11 Dec 2025 Priya ran the call with Alison and Christopher Bamber. The insight team spends about two weeks each quarter reconciling complaints by hand across three main systems.

    Commercial: Priya mentioned a pencilled £140k for Enterprise, which includes implementation, with a 16 Jan 2026 target. Christopher wants whole-life cost in writing, will not negotiate on a call and expects a comparison, including in-house.

    Procurement: In the 11 Dec 2025 follow-up email, Christopher learned this is not a framework purchase. He said Lunesdale Homes would need its own procurement process, could promise no date and has other priorities this year.

    Open at the end: Priya still owes the written whole-life cost by tier. The 16 Jan 2026 signature target now looks unlikely, and the procurement route is unconfirmed.

    Open at the end: Alison was to send a rough estimate of analyst effort, and Priya was to schedule a demo on a narrow slice of repairs complaints data.

    Made from 1 call · 2 email threads

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

  3. Q3 2025

    Q3 2025: one event invitation, no reply

    Q3 2025 holds one read: an email thread from 16 Sep 2025 in which Alice Brewer invited Kenneth Fell to a London roundtable on 23 Sep 2025. No reply is shown, and there is no commercial signal.

    The analysis

    Period: this is a single read, the 16 Sep 2025 email thread. No calls, tickets or news items from the period are recorded.

    Invitation: Alice Brewer invited Kenneth Fell, a procurement manager, to an in-person revenue leaders roundtable in London on Tue 23 Sep 2025. She asked for a short reply on whether he could attend, so practical details could follow.

    Customer view: the thread holds no response from Kenneth, so his interest is not shown. The read rates its importance as neutral and its sentiment as neutral.

    Open at the end: the only open step is a marketing follow-up. Alice is to note that no reply was received and decide whether any follow-up is worthwhile. The read shows no renewal, pricing, usage or risk signal.

    Made from 1 email thread

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

  4. Q2 2025

    Q2 2025: restructure and job losses reported

    One read in the period: a 16 Jun 2025 news item on Lunesdale Homes announcing job losses in a restructure. No number or affected teams were given. The account impact is unconfirmed.

    The analysis

    This period holds one read, a news item. There were no calls, email threads or tickets in the period.

    News: on 16 Jun 2025 Lancaster & Cumbria Gazette reported that Lunesdale Homes would lose some roles in a restructure. No number was given, and staff consultation was to begin shortly.

    Stated protection: Lunesdale said front-line repairs and customer services would be protected as far as possible.

    Why it matters: the read rates the item as medium significance and notes that a restructure can remove users or a champion and change who owns the contract. It does not say which teams are affected.

    Open at the end: it is not known whether any current users or contacts were affected. The read's next step is to confirm which teams were affected and who the current contacts are. The evidence does not show any customer voice, usage change or ticket in the period.

    Made from 1 news item

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

  5. Q1 2024

    Q1 2024: one webinar invitation, no reply

    One read in the period: a webinar invitation from Nell Ashcombe to Alison Mawdsley for 18 Jan 2024. The thread holds no customer response, so the evidence does not show any interest.

    The analysis

    Single read: the period holds one email thread, dated 4 Jan 2024, and nothing else.

    Invitation: Nell Ashcombe invited Alison Mawdsley to an online BG-Demo webinar on 18 Jan 2024. She asked Alison to say if she could make it so registration details could be sent, and suggested forwarding it to a colleague if more useful.

    Customer view: There is no customer response in the thread. The evidence does not show whether Alison attended, replied or forwarded it.

    Opportunity: The read notes that the insight and repairs teams working on tenant complaints may find the session relevant. This is the read's own observation, not a customer statement.

    Open at the end: Registration details were to follow only if Alison replied, and the evidence does not show that she did. No contract, pricing, usage, ticket or call material falls in this period.

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 22 Jun 2026newsLunesdale Homes provides update on regulatory position Lunesdale Homes logo
  • 11 Dec 2025email threadFollow-up from our discovery conversation Priya Raman, Alison Mawdsley, Christopher BamberLunesdale Homes logoPriya RamanAlison MawdsleyChristopher Bamber
  • 11 Dec 2025callLunesdale Homes / BG-Demo – Discovery Priya Raman, Alison Mawdsley, Christopher BamberLunesdale Homes logoPriya RamanAlison MawdsleyChristopher Bamber
  • 8 Dec 2025email threadScheduling a discovery conversation Priya Raman, Alison MawdsleyLunesdale Homes logoPriya RamanAlison Mawdsley
  • 28 Oct 2025dealLunesdale Homes – New Priya Raman, Alison MawdsleyLunesdale Homes logoPriya RamanAlison Mawdsley
  • 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
  • 16 Sep 2025email threadRevenue leaders roundtable in London, Tuesday 23 Sep 2025 Alice Brewer, Kenneth FellLunesdale Homes logoAlice BrewerKenneth Fell
  • 16 Jun 2025newsLunesdale Homes announces job losses as housing association restructures Lunesdale Homes logo
  • 16 Jan 2025eventBG-Demo webinar Sofia Marchetti, Imogen Hartley, Margaret Cleland, Sarah Hollis, Phoebe Lacey, Kylie Bannister, Hugh Firth, Mandy Gasson, Ruben Dekker, Andrew Pickering, Sunita Bains, Paula Rennie, Craig Holt, Victor Nunes, Stacey Corless, Charlotte Haigh, Pam Willetts, Keith Robson, Wouter Smits, Stephen Arden, Kayleigh Pounder, Janet Readman, Jess Kennedy, Dennis Wolter, Fiona Drummond, Ailsa Dunlop, Liam CornerSofia MarchettiImogen HartleyMargaret Cleland+24
  • 18 Apr 2024eventBG-Demo webinar Nell Ashcombe, Josh Penrose, Lorna Wishart, Margaret Cleland, Alan Rennie, Natasha Greaves, Christopher Bamber, Anita Mistry, Divya Raval, Brendan Moran, Joost Molenaar, Ian Greenhalgh, Conor Fitzgerald, Anthony GarrowNell AshcombeJosh PenroseLorna Wishart+11
  • 18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+20
  • 4 Jan 2024email threadInvitation: BG-Demo webinar on Thursday 18 Jan 2024 Nell Ashcombe, Alison MawdsleyLunesdale Homes logoNell AshcombeAlison Mawdsley

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

Lunesdale Homes' 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 7 AI summaries of 8 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 6 people (6 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 5 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 · Web

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

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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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