AI facts
As at Fri 9 Oct 2026Marsden Vale Recruitment is on Starter at £22k a year, 0.0% discount, under an order form signed 11 Sep 2026 for 23 Sep 2026 to 22 Sep 2027. Active users were 9 in May 2026 and 9 in Sep 2026 (0%), against 15 licensed users. The renewal falls on 23 Sep 2027, 349 days away, at £22k. On 14 Sep 2026 Jonathan Marsden questioned the rise from £20k, and a check-in is booked for 19 Oct 2026.
Profile
Updated 9 Oct 26- IndustryRecruitmentSource: CRM company record
- Websitemarsdenvale.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityHuddersfieldSource: CRM company record
- Size85 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
- Customer since23 Sep 2024Source: first executed order form ctr_169_01, signed 9 Sep 2024 · Starter tier · In the CRM since 11 Jun 2024
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateWatchSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
AI opinion
As at Fri 9 Oct 2026Watch, because the champion Charlotte Haigh left in Apr 2026 and Jonathan Marsden's 14 Sep 2026 price question has no reply on record. Invoices are paid within terms and questions held up, so this is relationship risk, not money risk. The booked check-in is the moment to answer him.
Key facts
Updated 9 Oct 26- Contracted ARR£22,000Source: executed order form ctr_169_03, 23 Sep 2026 to 22 Sep 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
- Next renewal23 Sep 2027Basis: order form ctr_169_03 ends 22 Sep 2027 · In 349 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term23 Sep 2026 to 22 Sep 2027Source: order form ctr_169_03 (renewal), signed 11 Sep 2026 · Billed annually · 15 seats, 4 connectors
- TierStarterSource: the current order form
- Last contact14 Sep 2026Email: Order form, Starter renewal 2026 · 25 days before 9 Oct 2026
- Tenanteu-west-2Source: product analytics, reporting since Sep 2024 · 3 connectors configured
- Licensed seats159 active users in Sep 2026 · Order form ctr_169_03: 15 seats
Next step
As at Fri 9 Oct 2026- What
- Tom Ashdown replies in writing to Jonathan Marsden's 14 Sep 2026 question, explaining the Starter move from £20k to £22k and the Jan 2026 notice, and asks for a countersigned order form. renewal
- Who
Tom Ashdown
- When
- This week by 11 Oct 2026
- Why
- Tom Ashdown should reply in writing to Jonathan Marsden's unanswered 14 Sep 2026 price question before the 19 Oct 2026 check-in. The reply should explain the move from £20k to £22k and secure a countersigned Starter order form.
The story
As at Fri 9 Oct 2026Watch: Marsden Vale Recruitment renewed on Starter at £22k and pays within terms. Its champion left in Apr 2026, and the Managing Director's 14 Sep 2026 price question has no reply on record. Tom Ashdown is due to reply by 11 Oct 2026.
Watch: Marsden Vale Recruitment is on Starter at £22k a year under the order form signed 11 Sep 2026, for 23 Sep 2026 to 22 Sep 2027, with renewal on 23 Sep 2027.
Questions rose from 221 in May 2026 to 254 in Sep 2026 (15%), with active users at 9 both months. Anna McKenna and Shannon Lockwood each ask 27% of questions; Shannon is the only admin, and champion Charlotte Haigh left in Apr 2026.
Jonathan Marsden, the Managing Director, questioned the rise from £20k to £22k on 14 Sep 2026, with no reply on record. The order form's customer signature lines are blank, and a duplicate-records ticket was escalated to the platform team.
Tom Ashdown replies in writing to Jonathan by 11 Oct 2026, explaining the price change and asking for a countersigned order form, before Marcus Bell's check-in booked for 19 Oct 2026.
ARR journey
Updated 9 Oct 26One 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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_169.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Sep 24 | £19,500 | £19,500 |
| Oct 24 | £19,500 | £19,500 |
| Nov 24 | £19,500 | £19,500 |
| Dec 24 | £19,500 | £19,500 |
| Jan 25 | £19,500 | £19,500 |
| Feb 25 | £19,500 | £19,500 |
| Mar 25 | £19,500 | £19,500 |
| Apr 25 | £19,500 | £19,500 |
| May 25 | £19,500 | £19,500 |
| Jun 25 | £19,500 | £19,500 |
| Jul 25 | £19,500 | £19,500 |
| Aug 25 | £19,500 | £19,500 |
| Sep 25 | £19,500 | £19,500 |
| Oct 25 | £19,500 | £19,500 |
| Nov 25 | £19,500 | £19,500 |
| Dec 25 | £19,500 | £19,500 |
| Jan 26 | £19,500 | £19,500 |
| Feb 26 | £19,500 | £19,500 |
| Mar 26 | £19,500 | £19,500 |
| Apr 26 | £19,500 | £19,500 |
| May 26 | £19,500 | £19,500 |
| Jun 26 | £19,500 | £19,500 |
| Jul 26 | £19,500 | £19,500 |
| Aug 26 | £19,500 | £19,500 |
| Sep 26 | £22,000 | £22,000 |
Finance read
As at Fri 9 Oct 2026ARR up to £22k, all paid
Marsden Vale Recruitment has contracted ARR of £22k on a Starter order form, up by £2,500 in Sep 2026 at renewal. All four invoices were paid within terms and CRM, invoices and order form agree.
- ARR rose by £2,500 to £22k in Sep 2026
- Next renewal on 23 Sep 2027 with no price change
- All four invoices paid within terms
The analysis
Recurring revenue: ARR began at £20k in Sep 2024 and moved once, to £22k in Sep 2026, a change of +£2,500 recorded as expansion. The current Starter renewal order form is executed with no discount.
Next commitment: the next renewal is on 23 Sep 2027, with a renewal price of £22k against £22k today, a change of +£0 (0.0%).
Billing: INV-169-0001 to INV-169-0004 were all paid within terms. Nothing is overdue or disputed.
Deals: the new deal and two renewal deals are all closed won. There are no open deals, and Tom Ashdown, who is active in HR, owns all three.
Made from 3 deals · 2 fact tables · 4 invoices
History by quarter
As at Fri 9 Oct 2026Each 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.
- Q2 2026
Q2 2026: feature asks, renewal price query
Three reads. Two low-urgency feature requests from Shannon in April and May, then a 24 Jun 2026 renewal email quoting £22k for Starter. The Managing Director queried the increase and the call offer was unanswered.
The analysis
Support: On 1 Apr 2026 Shannon asked for salary range and contract type columns in the roles list. Kate Ormerod approved it and flagged it to the product team, with a first response of 853 minutes.
Support: On 5 May 2026 Shannon asked for a CSV export from dashboards to share reports with external clients. Kate asked for the use case, and the ticket was solved in 6 days.
Renewal: On 24 Jun 2026 Marcus Bell told Jonathan Marsden, the Managing Director, that the Starter renewal on 22 Sep 2026 would be £22k. He proposed a 30-minute call.
Renewal: Jonathan replied on 29 Jun 2026 asking what drove the increase, without accepting or objecting. Marcus explained on 1 Jul 2026 that the pricing update applies to renewals from July onwards and asked for a time to talk.
Open at the end: The renewal read shows no reply to the call offer, so the price query was unresolved. The CSV request suggests the customer is extending use to client-facing reporting, which the ticket read links to possible expansion. The evidence does not show the outcome of either feature request in the product.
Renewal coming up, 22 September 2026Feature request: additional columns in roles viewDashboard export formatMade from 1 email thread · 2 tickets
- Q1 2026
Q1 2026: quiet Starter quarter, renewal ahead
Two support tickets, a parked Sandbox request and an unanswered webinar invite. The 20 Feb 2026 check-in was positive on usage, and a QBR was agreed ahead of a September renewal that carries a 12.8% rise.
The analysis
Support: Shannon Lockwood could not log in on 7 Jan 2026 and needed urgent access for client calls. The ticket was solved on 8 Jan 2026 and closed on 12 Jan 2026, but the read does not show that access was confirmed restored.
Sandbox: on 8 Jan 2026 Olivia Grant told Shannon that Sandbox is an Enterprise add-on and floated an upgrade. Shannon said they probably do not need it now, so the need is parked and the ticket was closed.
Renewal: on the 20 Feb 2026 call Marcus Bell told Charlotte Haigh that usage and data are healthy with no tickets. Charlotte found the numbers reassuring, asked about unused features and agreed to a QBR in May or June.
Commercial: the customer is on Starter at £20k a year and the contract ends in September. A renewal on or after 1 Jul 2026 moves to the v2 Starter list of £22k, a rise of 12.8%, and the read says this needs a value case.
Outreach: on 5 Mar 2026 Alice Brewer invited Brenda Oldroyd to a webinar on 19 Mar 2026 at 14:00. No reply is shown.
Support: the ticket opened on 10 Mar 2026 reported duplicate candidate records after a bulk import from a legacy system. It took 14 days to close and needed manual deduplication.
Open at the end: the renewal outcome, the QBR booking and the usage and pricing case. Only Charlotte attended the check-in, with no finance or managing director voice.
Marsden Vale Recruitment / BG-Demo – Check InFollow-up, Sandbox environmentUrgent, can't access the brainCandidate records showing duplicate entriesWebinar, Using the brain in recruitmentMade from 1 call · 2 email threads · 2 tickets
- Q4 2025
Q4 2025: one data export question, resolved
Q4 2025 holds one read: a ticket from 26 Nov 2025 in which Shannon asked for a full candidate export before a system migration. Connor Webb explained the export, and it was resolved in 6 days. The read treats it as a positive signal.
The analysis
Period: this digest rests on one read, a support ticket dated 26 Nov 2025. No calls, email threads or news items fall in the quarter.
Support: Shannon asked for a full candidate database export with complete history, as a backup before a planned system migration. The ticket was a data export question and was resolved in 6 days.
Handling: Connor Webb explained that the search page export function lets the user select all records instead of the current view. The read says this met the customer's backup requirement.
Signal: the read judges this positive. The customer treats the product as a system of record worth backing up before major infrastructure changes. Its importance is marked neutral and its urgency low.
Open at the end: the read lists no next steps and no risks. The evidence does not show when the migration happens, what system the customer is moving to, or whether it affects the connectors or the renewal.
Made from 1 ticket
- Q3 2025
Q3 2025: Starter renewal agreed, thin usage
Marsden Vale renewed on Starter at £20k and declined Growth. Order form and invoice followed in September. Use rests on about two people against 15 seats. A helpdesk connector stopped after a key swap.
The analysis
Support: On 11 Aug 2025 Shannon Lockwood's dashboard date filter question was solved in 7 days by pointing her to edit mode. The 12 Aug 2025 thread shows the helpdesk connector stopped syncing after the customer swapped API keys.
Renewal: On the 21 Aug 2025 call, Tom Ashdown and Marcus Bell proposed Starter at £20k. Jonathan Marsden accepted and declined Growth at £44k with "No, Starter's fine for now."
Usage: Charlotte Haigh said the brain is mainly used by her and Shannon, and Marcus put average active users at about two a month against 15 included. Charlotte asked about extra users or connectors, which stays open.
Paper: On 11 Sep 2025 Tom sent the Starter order form, one year at £20k on the same terms. Jonathan said he would sign that afternoon, and Tom acknowledged receipt on 12 Sep 2025. Rachel Dunmore sent invoice INV-169-0003 on 15 Sep 2025: net £20k, VAT £3,900, total £23k, due 15 Oct 2025.
Open at the end: Bethan Lister's new key was sent, but the customer has not confirmed that the sync resumed. The executed order form is not in the reads, and payment status is not shown.
Marsden Vale Recruitment / BG-Demo – RenewalHelpdesk connector not syncingOrder form, Starter renewalInvoice INV-169-0003How to filter dashboard by dateMade from 1 call · 3 email threads · 1 ticket
- Q2 2025
Q2 2025: CRM sync failure, renewal opened
Two reads. A CRM connector stopped loading in April and took 15 days to resolve. On 24 Jun 2025 Marcus Bell opened Starter renewal talks and Jonathan Marsden was positive, though value rests on Shannon.
The analysis
Support: On 22 Apr 2025 the CRM connector stopped pulling new records and sat idle for three days before the customer reported it. Bethan suggested the manual sync button, Shannon tried it and records still did not load.
Support outcome: the ticket took 15 days from creation to resolution. The read treats it as a high-priority data-freshness risk, because the brain went stale on the customer's primary CRM source.
Renewal: On 24 Jun 2025 Marcus Bell opened renewal talks on the Starter plan at £20k, ahead of the contract end on 22 Sep 2025. Jonathan Marsden, the managing director, said the brain is useful and agreed to a call in mid-July.
People: Jonathan named Shannon as a regular user. The read notes that his praise rests on one named person, so a departure or reduced use would weaken the renewal case.
Open at the end: Marcus and Tom Ashdown were to send Jonathan mid-July call dates. The usage review call could also open a discussion beyond Starter. The reads do not show whether the connector failure was discussed in the renewal thread, or its root cause.
Made from 1 email thread · 1 ticket
- Q1 2025
Q1 2025: two routine tickets, one on freshness
Two tickets only. A 12 Mar 2025 data freshness complaint took 13 days to solve; a 20 Mar 2025 new user login problem was solved the same day. No calls, emails or news in the period.
The analysis
Data freshness: On 12 Mar 2025 a user reported candidate record notes not updating after the nightly refresh. Bethan Lister suggested a browser refresh and asked for examples if it persisted.
Data freshness: The ticket was rated low priority and took 13 days to solve. The read flags either slow customer follow-up or incomplete root-cause analysis, and notes the risk that staleness erodes confidence in accuracy.
User onboarding: On 20 Mar 2025 a new user could not log in with an access denied error. Connor Webb found the user needed activation in the admin panel before first login.
User onboarding: First response took 53 minutes and the ticket was solved the same day. Shannon had already verified the email address, which the read takes as familiarity with the admin panel.
Open at the end: The period holds only two reads, both tickets. The reads show no calls, emails, price or renewal talk, so nothing here shows the customer's view of value. The cause of the freshness delay is not established.
Made from 2 tickets
- Q4 2024
Q4 2024: onboarding to go-live and training
Five reads: onboarding kickoff, three onboarding calls and a training call. Finance credentials slowed the first refresh, but data went live and the champion was impressed by 8 Nov 2024. The tier is not shown in the reads.
The analysis
Kickoff: On 10 Oct 2024 Callie Brennan arranged an hour-long implementation kickoff with Shannon Lockwood. Shannon accepted and said Jonathan, the MD, would join because he is keen to see how it comes together.
Onboarding: On the 8 Oct 2024 call, Callie agreed a Thursday walkthrough of sample CRM and email data. The accounting credentials were pending because finance was stretched.
Mappings: On 15 Oct 2024 Callie walked Charlotte Haigh and Shannon through the client, role and invoice mappings. Charlotte was happy and Shannon said it was exactly what they need, but go-live depended on finance credentials.
Go-live: On 28 Oct 2024 Shannon said finance had finally sent the API key, and a full refresh was due that afternoon. Marcus was to run training on Tuesday, then take over day-to-day support with six-monthly check-ins.
Training: On 8 Nov 2024, a day after data went live, Callie covered search, dashboards, chat and manual refresh. Charlotte said she was impressed, and rollout to the team was released.
Commercial: The 28 Oct 2024 call mentions 15 users and a six-monthly check-in, which reads like Starter. The reads do not show the order form or tier, and no price, value or rival came up.
Open at the end: Charlotte was to send Marcus email addresses to set up users. She also wants an invoices-by-month dashboard. The evidence does not show how many people were given access.
Marsden Vale Recruitment / BG-Demo – OnboardingMarsden Vale Recruitment / BG-Demo – OnboardingMarsden Vale Recruitment / BG-Demo – OnboardingMarsden Vale Recruitment / BG-Demo – TrainingOnboarding kickoff, schedulingMade from 4 calls · 1 email thread
- Q3 2024
Q3 2024: Starter sold, order form, kickoff
Twelve reads (five calls, seven email threads). Marsden Vale went from discovery on 4 Jul 2024 to an agreed Starter price on 27 Aug 2024, then an order form and a kickoff on 30 Sep 2024. Tone positive throughout; payment of the two invoices is not shown.
The analysis
Discovery: On 4 Jul 2024 Jonathan Marsden and Charlotte Haigh described client data scattered across a CRM, spreadsheets, emails and call notes. Tom Ashdown quoted Starter at £20k plus £6,000 implementation.
Demo: Tom asked for a demo on 16 Jul 2024 and the thread has no reply. The demo ran on 18 Jul 2024 with Hannah Lowe, and Hannah quoted Growth at £44k when Shannon Lockwood asked about outgrowing Starter.
Proposal: On 6 Aug 2024 Charlotte asked for a discount on the first year and wanted to consult Jonathan. Tom gave two different renewal timings, so the term date is unclear.
Price agreed: On 27 Aug 2024 Brenda Oldroyd said £26k works for them, with no discount sought. The same day Charlotte asked for the implementation timeline in an email, and Owen Tallis was to join a call.
Order form and billing: Tom sent the order form on 5 Sep 2024, and Jonathan said on 10 Sep 2024 he would sign. Invoice INV-169-0001 was sent on 10 Sep 2024 and INV-169-0002 on 23 Sep 2024.
Kickoff: On 30 Sep 2024 Callie Brennan opened the four-week implementation and said the order form was signed. Shannon is the single admin, and support was set at four business hours.
Open at the end: Payment of both invoices is not shown. Credentials were still due from the customer, go-live was pending, and the check-in cadence was described inconsistently.
Marsden Vale Recruitment / BG-Demo – DiscoveryMarsden Vale Recruitment / BG-Demo – ProposalMarsden Vale Recruitment / BG-Demo – NegotiationMarsden Vale Recruitment / BG-Demo – KickoffInvoice INV-169-0002Made from 5 calls · 7 email threads
Platform usage
Updated 9 Oct 26Questions 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 9; Licensed seats 15; Questions asked 254. Basis: product usage, facts.usage_monthly:org_169, signals:org_169.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Sep 24 | 1 | 15 | 3 |
| Oct 24 | 7 | 15 | 76 |
| Nov 24 | 8 | 15 | 185 |
| Dec 24 | 9 | 15 | 150 |
| Jan 25 | 10 | 15 | 231 |
| Feb 25 | 10 | 15 | 252 |
| Mar 25 | 10 | 15 | 249 |
| Apr 25 | 10 | 15 | 215 |
| May 25 | 10 | 15 | 238 |
| Jun 25 | 10 | 15 | 240 |
| Jul 25 | 10 | 15 | 249 |
| Aug 25 | 10 | 15 | 139 |
| Sep 25 | 10 | 15 | 251 |
| Oct 25 | 10 | 15 | 246 |
| Nov 25 | 10 | 15 | 218 |
| Dec 25 | 10 | 15 | 192 |
| Jan 26 | 10 | 15 | 242 |
| Feb 26 | 10 | 15 | 219 |
| Mar 26 | 10 | 15 | 248 |
| Apr 26 | 10 | 15 | 238 |
| May 26 | 9 | 15 | 221 |
| Jun 26 | 9 | 15 | 257 |
| Jul 26 | 9 | 15 | 258 |
| Aug 26 | 9 | 15 | 130 |
| Sep 26 | 9 | 15 | 254 |
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 0.9 GB. Basis: product usage, facts.usage_monthly:org_169, signals:org_169.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Sep 24 | 0 | 1 | 0.00 GB |
| Oct 24 | 3 | 1 | 0.64 GB |
| Nov 24 | 3 | 1 | 0.65 GB |
| Dec 24 | 3 | 1 | 0.66 GB |
| Jan 25 | 3 | 1 | 0.68 GB |
| Feb 25 | 3 | 1 | 0.69 GB |
| Mar 25 | 3 | 1 | 0.70 GB |
| Apr 25 | 3 | 1 | 0.71 GB |
| May 25 | 3 | 1 | 0.73 GB |
| Jun 25 | 3 | 1 | 0.74 GB |
| Jul 25 | 3 | 1 | 0.75 GB |
| Aug 25 | 3 | 1 | 0.77 GB |
| Sep 25 | 3 | 1 | 0.78 GB |
| Oct 25 | 3 | 1 | 0.79 GB |
| Nov 25 | 3 | 1 | 0.80 GB |
| Dec 25 | 3 | 1 | 0.82 GB |
| Jan 26 | 3 | 1 | 0.83 GB |
| Feb 26 | 3 | 1 | 0.84 GB |
| Mar 26 | 3 | 1 | 0.85 GB |
| Apr 26 | 3 | 1 | 0.87 GB |
| May 26 | 3 | 1 | 0.88 GB |
| Jun 26 | 3 | 1 | 0.89 GB |
| Jul 26 | 3 | 1 | 0.90 GB |
| Aug 26 | 3 | 1 | 0.92 GB |
| Sep 26 | 3 | 1 | 0.93 GB |
Usage read
As at Fri 9 Oct 2026Usage rising since late August 2026
Usage is rising: questions 171 to 230 (+35%) over the last 4 weeks against the 4 before, after a quiet August 2026. Two people ask about half of all questions. Nine of 15 seats are active.
- Questions up 35% over the last 4 weeks against the 4 before
- Anna McKenna and Shannon Lockwood each ask 27% of questions
- Champion Charlotte Haigh deactivated on 12 Apr 2026
- 9 of 15 seats active (60%)
The analysis
Recent weeks: Usage is rising after the August dip. Questions for the last 4 weeks against the 4 before went from 171 to 230 (+35%), and average daily active users from 2.0 to 2.7 (+35%).
Trend: The week ending 9 Oct 2026 had 59 questions, against a low of 29 in the week ending 28 Aug 2026. September 2026 had 254 questions, against a 12-month peak of 258 in July 2026, so the level is back to normal rather than a new high.
Who uses it: Shannon Lockwood is the only active admin. Anna McKenna asks 27% of questions and Shannon 27% over the last 90 days, followed by Megan Wallace at 15%. Charlotte Haigh, the Operations Manager and CRM role champion, had her platform user deactivated on 12 Apr 2026.
Against the order form: The Starter order form contracts 15 seats and 4 connectors. In September 2026, 9 users were active (60% of seats) and 3 connectors were configured.
Made from 2 fact tables
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (6)
- Draft Starter master services agreement draft · contract · 22 Aug 2024
- Starter tier Master Services Agreement executed · contract · 9 Sep 2024
- Data processing agreement executed · dpa · 9 Sep 2024
- Executed Starter order form executed · order form · 9 Sep 2024
- Starter order form, one-year term executed · order form · 15 Sep 2025
- Starter order form, annual term executed · order form · 11 Sep 2026
- Onboarding (1)
- Four-week Starter onboarding plan issued · onboarding plan · 28 Sep 2024
- Proposals (2)
- Starter B-Viz proposal draft · proposal · 31 Jul 2024
- Starter B-Viz proposal issued · proposal · 5 Aug 2024
Activity
- Upcoming
- 19 Oct 2026upcoming callMarsden Vale Recruitment / BG-Demo – Check In
- Held
- 11 Sep 2026email threadYour subscription invoice
- 11 Sep 2026invoiceINV-169-0004
- 11 Sep 2026documentMarsden Vale Recruitment - Order Form (signed)
- 9 Sep 2026email threadOrder form, Starter renewal 2026
- 4 Sep 2026ticketHow to filter search results by date
- 4 Sep 2026ticketData quality issue: duplicate records
- 19 Aug 2026callMarsden Vale Recruitment / BG-Demo – Renewal
- 14 Aug 2026email threadRenewal conversation
- 24 Jul 2026ticketIncorrect row count in search results
- 16 Jul 2026eventBG-Demo webinar
+53
- 24 Jun 2026email threadRenewal coming up, 22 September 2026
- 24 Jun 2026dealMarsden Vale Recruitment – Renewal
- 26 May 2026eventRevenue leaders roundtable
+54
- 5 May 2026ticketDashboard export format
- 1 Apr 2026ticketFeature request: additional columns in roles view
- 19 Mar 2026eventBG-Demo webinar
+41
- 11 Mar 2026eventData leaders conference (BG-Demo stand)
+20
- 10 Mar 2026ticketCandidate records showing duplicate entries
- 5 Mar 2026email threadWebinar, Using the brain in recruitment
- 20 Feb 2026callMarsden Vale Recruitment / BG-Demo – Check In
- 8 Jan 2026email threadFollow-up, Sandbox environment
- 7 Jan 2026ticketUrgent, can't access the brain
- 26 Nov 2025ticketQuestion about data export
- 15 Sep 2025email threadInvoice INV-169-0003
- 15 Sep 2025invoiceINV-169-0003
- 15 Sep 2025documentMarsden Vale Recruitment - Order Form (signed)
- 11 Sep 2025email threadOrder form, Starter renewal
- 21 Aug 2025callMarsden Vale Recruitment / BG-Demo – Renewal
+1
- 12 Aug 2025email threadHelpdesk connector not syncing
- 11 Aug 2025ticketHow to filter dashboard by date
- 24 Jun 2025email threadRenewal coming up, 22 September 2025
- 24 Jun 2025dealMarsden Vale Recruitment – Renewal
- 12 Jun 2025eventBG-Demo Customer Day
+58
- 22 Apr 2025ticketCRM sync stopped loading
- 17 Apr 2025eventBG-Demo webinar
+32
- 20 Mar 2025ticketNew user can't log in
- 12 Mar 2025ticketData not refreshing overnight
- 16 Jan 2025eventBG-Demo webinar
+24
- 26 Nov 2024eventRevenue leaders roundtable
+40
- 8 Nov 2024callMarsden Vale Recruitment / BG-Demo – Training
- 28 Oct 2024callMarsden Vale Recruitment / BG-Demo – Onboarding
- 15 Oct 2024callMarsden Vale Recruitment / BG-Demo – Onboarding
- 10 Oct 2024email threadOnboarding kickoff, scheduling
- 8 Oct 2024callMarsden Vale Recruitment / BG-Demo – Onboarding
- 30 Sep 2024callMarsden Vale Recruitment / BG-Demo – Kickoff
+1
- 28 Sep 2024documentMarsden Vale Recruitment - Onboarding Plan
- 26 Sep 2024email threadMarsden Vale, implementation kickoff
- 23 Sep 2024email threadInvoice INV-169-0002
- 23 Sep 2024invoiceINV-169-0002
- 10 Sep 2024email threadInvoice INV-169-0001
- 10 Sep 2024invoiceINV-169-0001
- 9 Sep 2024documentMarsden Vale Recruitment - Order Form (signed)
- 9 Sep 2024documentMarsden Vale Recruitment - Data Processing Agreement (signed)
- 9 Sep 2024documentMarsden Vale Recruitment - Master Services Agreement (signed)
- 5 Sep 2024email threadOrder form ready for you
- 27 Aug 2024email threadProposal for Marsden Vale Recruitment
+2
- 27 Aug 2024callMarsden Vale Recruitment / BG-Demo – Negotiation
+2
- 22 Aug 2024email threadTerms call
- 22 Aug 2024documentMarsden Vale Recruitment - Master Services Agreement v2
- 6 Aug 2024callMarsden Vale Recruitment / BG-Demo – Proposal
- 5 Aug 2024documentMarsden Vale Recruitment - Proposal
- 31 Jul 2024documentMarsden Vale Recruitment - Proposal v1
- 18 Jul 2024callMarsden Vale Recruitment / BG-Demo – Demo
+1
- 16 Jul 2024email threadDemo next week?
- 4 Jul 2024callMarsden Vale Recruitment / BG-Demo – Discovery
- 11 Jun 2024dealMarsden Vale Recruitment – New
Contacts
Evidence trail
Updated 9 Oct 26Marsden Vale Recruitment's pages are written from 4 organisation-level AI texts (assessment / next steps), 8 period digests and 1 narrative-level AI text, which in turn draw on 52 AI summaries of 59 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 15 pages. 1 AI record in this trail is not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Marsden Vale Recruitment / BG-Demo – Discovery entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_001 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment / BG-Demo – Demo entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_002 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment / BG-Demo – Proposal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_003 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment / BG-Demo – Negotiation entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_004 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment / BG-Demo – Kickoff entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_005 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment / BG-Demo – Onboarding entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_006 raw row
- Marsden Vale Recruitment entity
- +61 more
- Marsden Vale Recruitment / BG-Demo – Discovery entity
- AI opinion page block
- Marsden Vale Recruitment on watch AI record
- Marsden Vale Recruitment: Starter contracts AI record
- Marsden Vale Recruitment - Proposal v1 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_001 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment - Proposal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_002 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment - Master Services Agreement v2 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_003 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment - Master Services Agreement (signed) entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_004 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment - Data Processing Agreement (signed) entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_005 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment - Order Form (signed) entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- document_store/files.csv doc_169_006 raw row
- Marsden Vale Recruitment entity
- +13 more
- Marsden Vale Recruitment - Proposal v1 entity
- ARR up to £22,000, all paid AI record
- Marsden Vale Recruitment – New entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_01:1 raw row
- contracts/order_form_lines.csv ctr_169_01:2 raw row
- contracts/order_forms.csv ctr_169_01 raw row
- crm/deal_close_date_changes.csv deal_169_01:1 raw row
- crm/deal_close_date_changes.csv deal_169_01:2 raw row
- +9 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_02:1 raw row
- contracts/order_forms.csv ctr_169_02 raw row
- crm/deal_line_items.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_03:1 raw row
- contracts/order_forms.csv ctr_169_03 raw row
- crm/deal_line_items.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- facts.arr_monthly:org_169 facts table
- Marsden Vale Recruitment – New entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_01:1 raw row
- contracts/order_form_lines.csv ctr_169_01:2 raw row
- contracts/order_forms.csv ctr_169_01 raw row
- crm/deal_close_date_changes.csv deal_169_01:1 raw row
- crm/deal_close_date_changes.csv deal_169_01:2 raw row
- +9 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_02:1 raw row
- contracts/order_forms.csv ctr_169_02 raw row
- crm/deal_line_items.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_03:1 raw row
- contracts/order_forms.csv ctr_169_03 raw row
- crm/deal_line_items.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- INV-169-0001 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_001:1 raw row
- accounting/invoices.csv inv_169_001 raw row
- accounting/payments.csv pay_169_001 raw row
- Marsden Vale Recruitment entity
- INV-169-0002 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_002:1 raw row
- accounting/invoices.csv inv_169_002 raw row
- accounting/payments.csv pay_169_002 raw row
- Marsden Vale Recruitment entity
- INV-169-0003 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_003:1 raw row
- accounting/invoices.csv inv_169_003 raw row
- accounting/payments.csv pay_169_003 raw row
- Marsden Vale Recruitment entity
- +1 more
- Marsden Vale Recruitment – New entity
- facts.reconciliation_t0:org_169 facts table
- Marsden Vale Recruitment – New entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_01:1 raw row
- contracts/order_form_lines.csv ctr_169_01:2 raw row
- contracts/order_forms.csv ctr_169_01 raw row
- crm/deal_close_date_changes.csv deal_169_01:1 raw row
- crm/deal_close_date_changes.csv deal_169_01:2 raw row
- +9 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_02:1 raw row
- contracts/order_forms.csv ctr_169_02 raw row
- crm/deal_line_items.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_03:1 raw row
- contracts/order_forms.csv ctr_169_03 raw row
- crm/deal_line_items.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:1 raw row
- crm/deal_stage_history.csv deal_169_03:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- INV-169-0001 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_001:1 raw row
- accounting/invoices.csv inv_169_001 raw row
- accounting/payments.csv pay_169_001 raw row
- Marsden Vale Recruitment entity
- INV-169-0002 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_002:1 raw row
- accounting/invoices.csv inv_169_002 raw row
- accounting/payments.csv pay_169_002 raw row
- Marsden Vale Recruitment entity
- INV-169-0003 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_003:1 raw row
- accounting/invoices.csv inv_169_003 raw row
- accounting/payments.csv pay_169_003 raw row
- Marsden Vale Recruitment entity
- +2 more
- Marsden Vale Recruitment – New entity
- INV-169-0001 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- accounting/invoice_lines.csv inv_169_001:1 raw row
- accounting/invoices.csv inv_169_001 raw row
- accounting/payments.csv pay_169_001 raw row
- Marsden Vale Recruitment entity
- +4 more
- Marsden Vale Recruitment – New entity
- Starter renewal and price rise at Marsden Vale AI record
- Marsden Vale Recruitment / BG-Demo – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- call_recorder/calls.csv call_169_012 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- Marsden Vale Recruitment / BG-Demo – Renewal entity
- Renewal check-in, call not yet fixed AI record
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- Renewal conversation entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- mailbox/messages.csv thr_169_0016:1 raw row
- mailbox/messages.csv thr_169_0016:2 raw row
- mailbox/threads.csv thr_169_0016 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment entity
- Order form pushback on higher rate AI record
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- Order form, Starter renewal 2026 entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- mailbox/messages.csv thr_169_0017:1 raw row
- mailbox/messages.csv thr_169_0017:2 raw row
- mailbox/threads.csv thr_169_0017 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment entity
- Starter subscription invoice issued AI record
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- Your subscription invoice entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- mailbox/messages.csv thr_169_0018:1 raw row
- mailbox/threads.csv thr_169_0018 raw row
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment entity
- +24 more
- Marsden Vale Recruitment: Starter contracts AI record
- Marsden Vale Recruitment on watch AI record
- ARR journey page block
- facts.arr_monthly:org_169 facts table
- Marsden Vale Recruitment – New entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_01:1 raw row
- contracts/order_form_lines.csv ctr_169_01:2 raw row
- contracts/order_forms.csv ctr_169_01 raw row
- crm/deal_close_date_changes.csv deal_169_01:1 raw row
- crm/deal_close_date_changes.csv deal_169_01:2 raw row
- +9 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_02:1 raw row
- contracts/order_forms.csv ctr_169_02 raw row
- crm/deal_line_items.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:1 raw row
- crm/deal_stage_history.csv deal_169_02:2 raw row
- +3 more
- Marsden Vale Recruitment entity
- Marsden Vale Recruitment – Renewal entity
- Marsden Vale Recruitment entity
- accounting/customers.csv org_169 raw row
- crm/companies.csv org_169 raw row
- product_analytics/tenants.csv org_169 raw row
- contracts/order_form_lines.csv ctr_169_03:1 raw row
- contracts/order_forms.csv ctr_169_03 raw row
- +3 more
- Marsden Vale Recruitment entity
- +1 more
- Marsden Vale Recruitment – New entity
- facts.arr_monthly:org_169 facts table
- AI facts page block
- Contacts page block
- +4 more
- Open deals (computed from the records; nothing to show yet) page block
- Documents page block
- +3 more
- Finance read page block
- hero page block
- History by quarter page block
- +2 more
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage page block
- Usage read page block