B-Viz
Haddon Rook Logistics logo

Haddon Rook Logistics

Watch£21kRenews 7 Jan 27Renewal_open · £22k/yr
made from

AI facts

As at Fri 9 Oct 2026

Haddon Rook Logistics is on Starter under an order form signed 24 Dec 2025, at £21k a year from 7 Jan 2026 to 6 Jan 2027, after a 5% discount on £22k. In Sep 2026, 12 of 15 licensed users were active and 818 questions were asked. The renewal on 7 Jan 2027 is priced at £22k, and a renewal deal at £22k is open in the CRM. The signed MSA renews on the same terms unless 30 days' written notice is given.

Read from 11 calls · 11 email threads · 4 tickets · 2 deals · 10 people · 7 documents, newest 8 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitehaddonrook.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityNorthamptonSource: CRM company record
  • Size430 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Amara Obi
  • Customer since7 Jan 2026Source: first executed order form ctr_168_01, signed 24 Dec 2025 · Starter tier · In the CRM since 18 Sep 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateWatchSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Watch, because the renewal 90 days away carries a price rise from £21k to £22k as the discount ends. Usage is steady and both invoices were paid within terms, but Janice Haddon has not replied on renewal. Opportunity: the driver schedule connector request.

SignalsFinance readDocument roll-upYour contract renewal: Haddon Rook LogisticsQ4 2025 digestRefresh failed

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£20,900Source: executed order form ctr_168_01, 7 Jan 2026 to 6 Jan 2027 · CRM £20,900 · Invoiced run rate £20,900 · As of 9 Oct 2026
  • Next renewal7 Jan 2027Basis: order form ctr_168_01 ends 6 Jan 2027 · In 90 days · Renewal price £22,000 (+5.3%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term7 Jan 2026 to 6 Jan 2027Source: order form ctr_168_01 (new), signed 24 Dec 2025 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Open dealRenewal open · £22,000Source: CRM deal Haddon Rook Logistics – Renewal · renewal deal · Expected close 15 Dec 2026 · Owner Tom Ashdown
  • Last contact8 Oct 2026Email: Your contract renewal: Haddon Rook Logistics · 1 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jan 2026 · 3 connectors configured
  • Licensed seats1512 active users in Sep 2026 · Order form ctr_168_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown sends Janice Haddon a written renewal case that explains the £22k renewal price and the value delivered, ahead of the booked renewal call. renewal
Who
Tom Ashdown Tom Ashdown
When
Within 2 weeks by 16 Oct 2026
Why
Tom Ashdown should send Janice Haddon a written renewal case explaining the move from £21k to £22k before the 26 Oct 2026 renewal call. She has not replied to the 8 Oct 2026 email, and the signed MSA renews on the same terms.

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

AImade from

The story

As at Fri 9 Oct 2026
Watch

Watch: Haddon Rook Logistics renews on 7 Jan 2027 at £22k against £21k today as the Starter first-term discount ends. Usage is steady and invoices are paid within terms, but Janice Haddon has not replied to the 8 Oct 2026 renewal email.

Watch is the verdict on Haddon Rook Logistics, on Starter at £21k a year under the order form signed 24 Dec 2025 and ending 6 Jan 2027. The renewal on 7 Jan 2027 is priced at £22k (5.3%) as the first-term discount ends.

Questions rose from 731 in May 2026 to 818 in Sep 2026 (12%), with active users steady at 12 of 15 licensed. Phoebe Jarvis asks 37% and Spencer Gaunt 35% of recent questions, and Tyler Brookes is the only active admin.

Janice Haddon, the Managing Director, has not replied to Amara Obi's 8 Oct 2026 renewal email. Invoices are paid within terms, but the signed MSA's same-terms renewal clashes with the first-term-only discount, which the customer could contest.

Tom Ashdown sends Janice a written renewal case explaining the £22k price by 16 Oct 2026, ahead of the renewal call booked for 26 Oct 2026.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJan 26Mar 26May 26Jul 26Sep 26new£21k£21kJan 26: Contracted ARR £20,900; Invoiced ARR £20,900Feb 26: Contracted ARR £20,900; Invoiced ARR £20,900Mar 26: Contracted ARR £20,900; Invoiced ARR £20,900Apr 26: Contracted ARR £20,900; Invoiced ARR £20,900May 26: Contracted ARR £20,900; Invoiced ARR £20,900Jun 26: Contracted ARR £20,900; Invoiced ARR £20,900Jul 26: Contracted ARR £20,900; Invoiced ARR £20,900Aug 26: Contracted ARR £20,900; Invoiced ARR £20,900Sep 26: Contracted ARR £20,900; Invoiced ARR £20,900

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 £21k; Invoiced ARR £21k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_168.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jan 26£20,900£20,900
Feb 26£20,900£20,900
Mar 26£20,900£20,900
Apr 26£20,900£20,900
May 26£20,900£20,900
Jun 26£20,900£20,900
Jul 26£20,900£20,900
Aug 26£20,900£20,900
Sep 26£20,900£20,900
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £21k, all paid, renewal open

Standing Paid upARR Steady

Haddon Rook Logistics has contracted ARR of £21k on a Starter order form, matching the invoiced run rate and CRM. Both invoices were paid within terms. An open renewal deal at £22k is a forecast.

  • Renewal on 7 Jan 2027 at £22k against £21k today
  • Open renewal deal is a forecast, not won
  • Both invoices paid within terms
The analysis

Recurring revenue: contracted ARR is £21k from the Starter order form, which began in Jan 2026 and has not moved since. CRM ARR, the invoiced run rate and the order form agree.

Next commitment: the renewal falls on 7 Jan 2027. The renewal price is £22k against £21k today, a change of +£1,100 (5.3%), because the 5.0% first-term discount ends.

Billing: INV-168-0001 and INV-168-0002 were both paid within terms. Nothing is overdue or disputed.

Deals: the new Starter deal is closed won. The renewal deal is open at renewal_open with an amount of £22k, so it is a forecast. Tom Ashdown owns both and is active in HR.

ARR by monthCRM reconciliationINV-168-0002Haddon Rook Logistics – Renewal

Made from 2 deals · 2 fact tables · 2 invoices

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. Q2 2026

    Q2 2026: outage and data quality tickets

    Four reads: two tickets from Tyler Brookes, a dashboard outage on 1 Apr 2026 fixed by rollback and duplicate records on 18 May 2026 fixed by deduplication, plus two Customer Day invitations with no reply.

    The analysis

    Support: on 1 Apr 2026 Tyler Brookes reported the main dashboard blank, blocking his team's morning briefing. Ross found a failed backend connection after the latest deployment and rolled it back; search and chat kept working.

    Support: on 18 May 2026 Tyler reported duplicate customer account records affecting report accuracy. Bethan traced it to a data import timing problem and ran a deduplication, confirming the records were cleaned.

    Events: on 20 May 2026 Alice Brewer invited Tyler and Sandra Neale to BG-Demo Customer Day in London on Thu 11 Jun 2026. Neither thread shows a reply, so attendance is not shown.

    Open at the end: both tickets were resolved, but the reads flag follow-ups. These are a post-incident review of the deployment process, a review of import processes with the customer and monitoring for recurrence. The reads do not show whether these happened or whether the customer attended the Customer Day.

    Urgent, dashboard not loadingDuplicate customer recordsBG-Demo Customer Day, Thursday 11 June 2026

    Made from 2 email threads · 2 tickets

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

  2. Q1 2026

    Q1 2026: Starter onboarding, positive start

    Haddon Rook Logistics started on Starter in Q1 2026. Kickoff, onboarding and training went well, all four connectors were live by 6 Feb 2026, and Spencer Gaunt stated a clear value case. A driver schedule connector request was open at quarter end.

    The analysis

    Billing: On 7 Jan 2026 invoice INV-168-0002 went out for the Starter annual subscription, £21k net and £25k total, due 6 Feb 2026. The evidence does not show payment.

    Kickoff: The kickoff call is dated 15 Jan 2026 and the recap email refers to a 16 Jan 2026 kickoff. Laura Penhaligon agreed four connectors and fifteen users with Spencer Gaunt, and committed to first connectors live within five business days of confirmed access details.

    Onboarding: Tyler Brookes chose a Wednesday 14:00 session on 19 Jan 2026. On 23 Jan 2026 the connectors were reported live, but Tyler and one other invited user had not signed in.

    Adoption: On 30 Jan 2026 a Dispatch Board page was built live, and Tyler said they could take it from there. A ticket the day before, 29 Jan 2026, asked for a driver schedule connector; support said it would check the roadmap.

    Training: On 6 Feb 2026 Spencer said he wants calls, invoices and delivery notes in one view, replacing three-person support lookups. The same day Tyler set up users and all four connectors were confirmed live.

    Open at the end: Nobody clearly owns page building, and the remaining users were still to be invited. Only Spencer and Tyler are admins, and the roadmap answer on the driver schedule connector is not shown.

    Invoice INV-168-0002Kickoff notes and next stepsHaddon Rook Logistics / BG-Demo – KickoffHaddon Rook Logistics / BG-Demo – OnboardingRequest, driver schedule syncHaddon Rook Logistics / BG-Demo – TrainingHaddon Rook Logistics / BG-Demo – Onboarding

    Made from 5 calls · 3 email threads · 1 ticket

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

  3. Q4 2025

    Q4 2025: Starter deal agreed, unsigned

    Haddon Rook went from discovery to demo, proposal and a verbal three-year, quarterly-payment deal on 4 Dec 2025. The order form was sent on 22 Dec 2025 and is not shown as signed. An implementation invoice followed on 29 Dec 2025.

    The analysis

    Discovery: on 7 Oct 2025 Spencer Gaunt and Janice Haddon described switching between three systems, a CRM, a transport system and call recordings. Tom Ashdown pitched Starter at £20k with a £6,000 implementation.

    Demo: on 27 Oct 2025 Anya Petrova demoed on Haddon Rook's own data to Spencer and Tyler Brookes, who accepted a nightly refresh by seven. Janice was absent, and Spencer asked for separate views so dispatch does not see finance.

    Proposal: on 20 Nov 2025 Tom walked Janice and Spencer through a Starter proposal, first-year all-in cost twenty-six thousand nine hundred. Janice asked about faster response, and Premium support was offered as an add-on; its price is not shown.

    Negotiation: on 4 Dec 2025 Janice and Sandra Neale asked for quarterly payments and a longer commitment. Owen Tallis agreed a three-year term and quarterly payments at an unchanged first-year price, with later pricing reviewed at each renewal.

    Order form and billing: Tom sent the Starter order form on 22 Dec 2025 and Janice said she would review it with finance. Rachel Dunmore sent invoice INV-168-0001 on 29 Dec 2025: £6,000 net, £7,200 total, due 28 Jan 2026.

    Open at the end: the order form is not shown as executed, Janice did not answer Tom's 24 Dec 2025 follow-up, and the invoice shows no payment or reply. Role-based views and any Premium support are unresolved.

    Haddon Rook Logistics / BG-Demo – DiscoveryHaddon Rook Logistics / BG-Demo – DemoHaddon Rook Logistics / BG-Demo – ProposalHaddon Rook Logistics / BG-Demo – NegotiationOrder form ready for youInvoice INV-168-0001

    Made from 4 calls · 4 email threads

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

  4. Q3 2025

    Q3 2025: one webinar invitation, no reply

    One read in the quarter: a 24 Sep 2025 marketing email from Alice Brewer inviting Janice Haddon to a 16 Oct 2025 webinar. The thread shows no customer response, so interest is not shown.

    The analysis

    Webinar invitation: On 24 Sep 2025 Alice Brewer invited Janice Haddon, Managing Director, to a small online webinar for heads of revenue operations and finance teams. The topic was spotting visibility gaps across CRM, calls and tickets, which fits B-Viz.

    Customer view: The thread holds no reply from Janice, so the evidence does not show her interest, sentiment or any commitment.

    Open at the end: Alice was to send the link only if Janice responded. No call, ticket, price conversation, renewal or contact change is recorded in the period.

    Heads of revenue ops webinar next month

    Made from 1 email thread

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
12level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
818up 26 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
6.2 GBup 0.3 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
008500151,000Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (15)1581812Jan 26: Active users 6; Licensed seats 15; Questions asked 136Feb 26: Active users 9; Licensed seats 15; Questions asked 452Mar 26: Active users 10; Licensed seats 15; Questions asked 600Apr 26: Active users 11; Licensed seats 15; Questions asked 676May 26: Active users 12; Licensed seats 15; Questions asked 731Jun 26: Active users 12; Licensed seats 15; Questions asked 792Jul 26: Active users 12; Licensed seats 15; Questions asked 826Aug 26: Active users 12; Licensed seats 15; Questions asked 431Sep 26: Active users 12; Licensed seats 15; Questions asked 818

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 12; Licensed seats 15; Questions asked 818. Basis: product usage, facts.usage_monthly:org_168, signals:org_168.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jan 26615136
Feb 26915452
Mar 261015600
Apr 261115676
May 261215731
Jun 261215792
Jul 261215826
Aug 261215431
Sep 261215818
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB24.0 GB48.0 GBJan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (4)6.2 GB31Jan 26: Connectors configured 0; Active admins 1; Data volume 0.00 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 5.42 GBMar 26: Connectors configured 3; Active admins 1; Data volume 5.53 GBApr 26: Connectors configured 3; Active admins 1; Data volume 5.64 GBMay 26: Connectors configured 3; Active admins 1; Data volume 5.74 GBJun 26: Connectors configured 3; Active admins 1; Data volume 5.85 GBJul 26: Connectors configured 3; Active admins 1; Data volume 5.96 GBAug 26: Connectors configured 3; Active admins 1; Data volume 6.07 GBSep 26: Connectors configured 3; Active admins 1; Data volume 6.17 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 3; Active admins 1; Data volume 6.2 GB. Basis: product usage, facts.usage_monthly:org_168, signals:org_168.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jan 26010.00 GB
Feb 26315.42 GB
Mar 26315.53 GB
Apr 26315.64 GB
May 26315.74 GB
Jun 26315.85 GB
Jul 26315.96 GB
Aug 26316.07 GB
Sep 26316.17 GB
Usagemade from

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 753 against 521 in the 4 before (+45%), recovering from a quiet August. Spencer Gaunt and Phoebe Jarvis carry most questions, which is a concentration risk.

  • Questions up 45% over the last 4 weeks against the 4 before
  • Phoebe Jarvis and Spencer Gaunt carry most questions
  • 12 of 15 seats active
The analysis

Recent weeks: Usage is rising from the August 2026 trough. Questions were 521 in the 4 weeks before and 753 in the last 4 (+45%), with average daily active users up from 3.4 to 4.8 (+41%).

Trend: September 2026 had 818 questions, close to the 12-month peak of 826 in July 2026. One week, ending 21 Aug 2026, showed no active admin.

Who uses it: In the last 90 days Phoebe Jarvis asked 863 of 2,332 questions (37%) and Spencer Gaunt 814 (35%). Tyler Brookes is the admin active in September 2026.

Against the order form: The Starter order form covers 15 seats and 4 connectors. In September 2026, 12 users were active (80% of seats) and 3 connectors were configured.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

7 documents in 3 folders; 2 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

DealStageAmountClose
Haddon Rook Logistics – RenewalRenewal open£22,00015 Dec 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Gareth Lumb, Neil Craven, Colm Geraghty, Sinéad Kilkelly, Sheila Duffield, Trevor Bulmer, Troy Henderson, Georgina Aspinall, Jenna Lindstrom, Aoife Brophy, Gráinne Nolan, Clifford Unwin, Jackie Seed, Kendra Oakes, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade KenwrightAlice BrewerRajesh MistryGeoffrey Rowe+36
  • 16 Oct 2026upcoming callHaddon Rook Logistics / BG-Demo – Check In Amara Obi, Spencer GauntHaddon Rook Logistics logoAmara ObiSpencer Gaunt
  • 26 Oct 2026upcoming callHaddon Rook Logistics / BG-Demo – Renewal Amara Obi, Tom Ashdown, Janice Haddon, Spencer GauntHaddon Rook Logistics logoAmara ObiTom AshdownJanice Haddon+1
  • Held
  • 8 Oct 2026email threadYour contract renewal: Haddon Rook Logistics Amara Obi, Tom Ashdown, Janice HaddonHaddon Rook Logistics logoAmara ObiTom AshdownJanice Haddon
  • 8 Oct 2026dealHaddon Rook Logistics – Renewal Tom Ashdown, Spencer GauntHaddon Rook Logistics logoTom AshdownSpencer Gaunt
  • 21 Jul 2026ticketRefresh failed Tyler Brookes, Kate OrmerodHaddon Rook Logistics logoTyler BrookesKate Ormerod
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Judith Saxton, Neil Craven, Richard Lazenby, Michelle Pomeroy, Rhys Gulliver, Lorraine Coombes, Graham Rowntree, Imran Qureshi, Leanne Partington, Phil Greenhalgh, Gregory Tanaka, Anjali Mehta, Noor el Amrani, Kerry Bramall, Gail Moorcroft, Euan Drummond, Niamh Fahy, Sinéad Kilkelly, Marloes Hendriks, Ilse de Graaf, Toby Westwood, Callum Rix, Melanie Scaife, Lynne Featherstone, Trevor Bulmer, Frank DeLuca, Beth Sawyer, Ralf Hoffmann, Kylie Dwyer, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+116
  • 20 May 2026email threadBG-Demo Customer Day, Thursday 11 June 2026 Alice Brewer, Sandra NealeHaddon Rook Logistics logoAlice BrewerSandra Neale
  • 20 May 2026email threadBG-Demo Customer Day, Thursday 11 June 2026 Alice Brewer, Tyler BrookesHaddon Rook Logistics logoAlice BrewerTyler Brookes
  • 18 May 2026ticketDuplicate customer records Tyler Brookes, Bethan ListerHaddon Rook Logistics logoTyler BrookesBethan Lister
  • 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
  • 1 Apr 2026ticketUrgent, dashboard not loading Tyler Brookes, Olivia GrantHaddon Rook Logistics logoTyler BrookesOlivia Grant
  • 11 Mar 2026eventData leaders conference (BG-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Niamh Fahy, Tessa Goring, Lynne Featherstone, Raj Bhogal, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare HuddlestonAlice BrewerSimon HarteSam Cheney+20
  • 6 Feb 2026callHaddon Rook Logistics / BG-Demo – Onboarding Laura Penhaligon, Tyler BrookesHaddon Rook Logistics logoLaura PenhaligonTyler Brookes
  • 6 Feb 2026callHaddon Rook Logistics / BG-Demo – Training Laura Penhaligon, Spencer GauntHaddon Rook Logistics logoLaura PenhaligonSpencer Gaunt
  • 30 Jan 2026callHaddon Rook Logistics / BG-Demo – Onboarding Laura Penhaligon, Tyler Brookes, Spencer GauntHaddon Rook Logistics logoLaura PenhaligonTyler BrookesSpencer Gaunt
  • 29 Jan 2026ticketRequest, driver schedule sync Tyler Brookes, Bethan ListerHaddon Rook Logistics logoTyler BrookesBethan Lister
  • 23 Jan 2026callHaddon Rook Logistics / BG-Demo – Onboarding Laura Penhaligon, Tyler Brookes, Spencer GauntHaddon Rook Logistics logoLaura PenhaligonTyler BrookesSpencer Gaunt
  • 19 Jan 2026email threadOnboarding sessions: timing Laura Penhaligon, Tyler BrookesHaddon Rook Logistics logoLaura PenhaligonTyler Brookes
  • 16 Jan 2026email threadKickoff notes and next steps Laura Penhaligon, Esther Quaye, Spencer GauntHaddon Rook Logistics logoLaura PenhaligonEsther QuayeSpencer Gaunt
  • 15 Jan 2026callHaddon Rook Logistics / BG-Demo – Kickoff Laura Penhaligon, Esther Quaye, Spencer GauntHaddon Rook Logistics logoLaura PenhaligonEsther QuayeSpencer Gaunt
  • 13 Jan 2026documentHaddon Rook Logistics - Onboarding Plan Laura PenhaligonHaddon Rook Logistics logoLaura Penhaligon
  • 7 Jan 2026email threadInvoice INV-168-0002 Rachel Dunmore, Sandra NealeHaddon Rook Logistics logoRachel DunmoreSandra Neale
  • 7 Jan 2026invoiceINV-168-0002 Sandra NealeHaddon Rook Logistics logoSandra Neale
  • 29 Dec 2025email threadInvoice INV-168-0001 Rachel Dunmore, Sandra NealeHaddon Rook Logistics logoRachel DunmoreSandra Neale
  • 29 Dec 2025invoiceINV-168-0001 Sandra NealeHaddon Rook Logistics logoSandra Neale
  • 24 Dec 2025documentHaddon Rook Logistics - Order Form (signed) Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 24 Dec 2025documentHaddon Rook Logistics - Data Processing Agreement (signed) Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 24 Dec 2025documentHaddon Rook Logistics - Master Services Agreement (signed) Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 22 Dec 2025email threadOrder form ready for you Tom Ashdown, Janice HaddonHaddon Rook Logistics logoTom AshdownJanice Haddon
  • 4 Dec 2025documentHaddon Rook Logistics - Master Services Agreement v2 Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 4 Dec 2025callHaddon Rook Logistics / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Janice Haddon, Spencer Gaunt, Sandra NealeHaddon Rook Logistics logoTom AshdownOwen TallisJanice Haddon+2
  • 20 Nov 2025callHaddon Rook Logistics / BG-Demo – Proposal Tom Ashdown, Spencer Gaunt, Janice HaddonHaddon Rook Logistics logoTom AshdownSpencer GauntJanice Haddon
  • 17 Nov 2025documentHaddon Rook Logistics - Proposal Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 13 Nov 2025email threadProposal call next week Tom Ashdown, Spencer GauntHaddon Rook Logistics logoTom AshdownSpencer Gaunt
  • 12 Nov 2025documentHaddon Rook Logistics - Proposal v1 Tom AshdownHaddon Rook Logistics logoTom Ashdown
  • 27 Oct 2025callHaddon Rook Logistics / BG-Demo – Demo Tom Ashdown, Anya Petrova, Spencer Gaunt, Tyler BrookesHaddon Rook Logistics logoTom AshdownAnya PetrovaSpencer Gaunt+1
  • 22 Oct 2025email threadLet's get a demo in the diary Tom Ashdown, Spencer GauntHaddon Rook Logistics logoTom AshdownSpencer Gaunt
  • 16 Oct 2025eventBG-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Philip Nuttall, Ashok Patel, Mark Heywood, Michelle Pomeroy, Liz Waddington, Bas Vermeulen, Lynne Featherstone, Narelle Fitzpatrick, Ida Mortensen, Anders Thomsen, Raj Bhogal, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue DitchfieldAlice BrewerClaire HaddonToby Underwood+35
  • 7 Oct 2025callHaddon Rook Logistics / BG-Demo – Discovery Tom Ashdown, Spencer Gaunt, Janice HaddonHaddon Rook Logistics logoTom AshdownSpencer GauntJanice Haddon
  • 24 Sep 2025email threadHeads of revenue ops webinar next month Alice Brewer, Janice HaddonHaddon Rook Logistics logoAlice BrewerJanice Haddon
  • 18 Sep 2025dealHaddon Rook Logistics – New Tom Ashdown, Spencer GauntHaddon Rook Logistics logoTom AshdownSpencer Gaunt
  • 18 Jul 2024eventBG-Demo webinar Nell Ashcombe, Rajesh Mistry, Padraig Flaherty, Moira Sinclair, Lydia Ashurst, Julien Morel, Toby Mellor, Tyler Brookes, Shirley Bowman, Ronald Hetherington, Holly Garside, Becky Lofthouse, Roger Yeo, Trevor Bulmer, Irene Coulson, Duncan GreenwoodNell AshcombeRajesh MistryPadraig Flaherty+13
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

Haddon Rook Logistics' pages are written from 4 organisation-level AI texts (assessment / next steps), 4 period digests and 1 narrative-level AI text, which in turn draw on 33 AI summaries of 37 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 12 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 · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
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.

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
Help

Ask B

B-Viz · read-only