AI facts
As at Fri 9 Oct 2026Gatcombe Lees, a Bristol legal services firm, is a prospect with no order form, no invoices and £0 ARR in the CRM. One open new-business Growth deal sits at demo stage at £62k with an annual value of £50k and an expected close of 11 Dec 2026. No platform usage is on record. A proposal call with Julian Gatcombe, Managing Partner, is booked for 26 Oct 2026. A final security questionnaire dated 26 Sep 2026 describes the Growth tier.
Profile
Updated 9 Oct 26- IndustryLegal servicesSource: CRM company record
- Websitegatcombelees.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityBristolSource: CRM company record
- Size300 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
AI opinion
As at Fri 9 Oct 2026Prospect, because the Growth deal is still at demo stage with no proposal on paper. Georgina Lees is an engaged champion, but the budget owner and IT have not yet spoken with BG-Demo. The booked proposal call with Julian Gatcombe is the chance to close the gap.
Key facts
Updated 9 Oct 26- Open dealDemo · £62,000Source: CRM deal Gatcombe Lees – New · new deal · Expected close 11 Dec 2026 · Owner Tom Ashdown
- Last contact18 Sep 2026Call: Gatcombe Lees / BG-Demo – Demo · 21 days before 9 Oct 2026
Next step
As at Fri 9 Oct 2026- What
- Tom Ashdown sends Georgina Lees and Julian Gatcombe a written Growth proposal, covering price, implementation timeline and a confirmed walk-through date, before the 26 Oct 2026 proposal call. proposal
- Who
Tom Ashdown
- When
- This week by 9 Oct 2026
- Why
- Tom Ashdown should send Georgina Lees and Julian Gatcombe a written Growth proposal before the 26 Oct 2026 proposal call. The £62k price was only spoken on the demo, and Georgina's concern about the eight-week timeline needs an answer.
The story
As at Fri 9 Oct 2026Prospect: Gatcombe Lees has an open Growth deal at demo stage, £62k, with an expected close of 11 Dec 2026. Georgina Lees is an engaged champion, but no proposal is on paper and the Managing Partner and IT have not yet spoken with BG-Demo.
Prospect: Gatcombe Lees has no order form and no invoices. The CRM's open Growth deal is at demo stage at £62k, with an annual value of £50k and an expected close of 11 Dec 2026.
No platform usage or tickets are on record, so there is no trajectory to read. Georgina Lees, Head of Business Development, is the champion. Julian Gatcombe, Managing Partner, and Alex Tidball, Head of IT, have not yet spoken with BG-Demo.
Tom Ashdown spoke the price on the 18 Sep 2026 demo, but no written proposal exists and the dates he gave were inconsistent. Georgina said the eight-week implementation sounds long, which is the main risk to the Growth timeline.
Tom should send Georgina and Julian a written Growth proposal this week, before the 26 Oct 2026 proposal call. It should set out the price, an implementation plan from Theo Gallagher and a firm walk-through date.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one open deal
Gatcombe Lees has no ARR and no billing. One open new-business Growth deal sits at demo stage, with an expected close of 11 Dec 2026. It is a forecast, not a win.
- No order form, so no ARR
- One open Growth deal at demo stage
- Expected close 11 Dec 2026
The analysis
Recurring revenue: there is no ARR on record, because no order form has started. The CRM shows £0 ARR and the stage opportunity.
Next commitment: none is contracted. The open new-business deal has an expected close of 11 Dec 2026.
Billing: there are no invoices, so nothing is paid, overdue or disputed. Invoiced run rate and order-form ARR are both £0, matching the CRM.
Deals: the open Growth deal is at demo stage, with an amount of £62k and an annual value of £50k. It is a forecast until closed won. Its owner, Tom Ashdown, is active in HR.
Made from 1 deal · 2 fact tables
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Security (1)
- Security questionnaire responses for Growth issued · security questionnaire · 26 Sep 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Gatcombe Lees – New | demo | £62,000 | 11 Dec 2026 |
Open tickets
Activity
- Upcoming
- 26 Oct 2026upcoming callGatcombe Lees / BG-Demo – Proposal
- Held
- 26 Sep 2026documentGatcombe Lees - Security Questionnaire
- 24 Sep 2026eventYour renewals, read by the brain
+50
- 18 Sep 2026callGatcombe Lees / BG-Demo – Demo
- 11 Sep 2026email threadGatcombe Lees: scheduling your demo
- 24 Aug 2026callGatcombe Lees / BG-Demo – Discovery
- 24 Jul 2026dealGatcombe Lees – New
- 20 Nov 2025eventBG-Demo webinar
+41
Contacts
Evidence trail
Updated 9 Oct 26Gatcombe Lees' pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 pages. 3 AI records in this trail are not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Gatcombe Lees / BG-Demo – Discovery entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees entity
- Gatcombe Lees / BG-Demo – Proposal entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_003 raw row
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- BG-Demo webinar entity
- event_platform/events.csv evt_1144_webinar raw row
- event_platform/registrations.csv evt_1144_webinar:per_0105 raw row
- event_platform/registrations.csv evt_1144_webinar:per_10401 raw row
- event_platform/registrations.csv evt_1144_webinar:per_11402 raw row
- event_platform/registrations.csv evt_1144_webinar:per_12302 raw row
- event_platform/registrations.csv evt_1144_webinar:per_1404 raw row
- +38 more
- +2 more
- Gatcombe Lees / BG-Demo – Discovery entity
- AI opinion page block
- Gatcombe Lees: Prospect AI record
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees security questionnaire AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Prospect, one open deal AI record
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- facts.arr_monthly:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- facts.reconciliation_t0:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Discovery: scattered relationship data AI record
- Gatcombe Lees / BG-Demo – Discovery entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Discovery entity
- Growth demo and verbal price AI record
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees: demo scheduling AI record
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees: scheduling your demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- mailbox/messages.csv thr_185_0001:1 raw row
- mailbox/messages.csv thr_185_0001:2 raw row
- mailbox/messages.csv thr_185_0001:3 raw row
- mailbox/threads.csv thr_185_0001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- +4 more
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees: Prospect AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- facts.arr_monthly:org_185 facts table
- AI facts page block
- Gatcombe Lees: Prospect AI record
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees security questionnaire AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Prospect, one open deal AI record
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- facts.arr_monthly:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- facts.reconciliation_t0:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Discovery: scattered relationship data AI record
- Gatcombe Lees / BG-Demo – Discovery entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Discovery entity
- Growth demo and verbal price AI record
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees: demo scheduling AI record
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees: scheduling your demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- mailbox/messages.csv thr_185_0001:1 raw row
- mailbox/messages.csv thr_185_0001:2 raw row
- mailbox/messages.csv thr_185_0001:3 raw row
- mailbox/threads.csv thr_185_0001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- +4 more
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees: Prospect AI record
- Contacts page block
- Georgina Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/contacts.csv per_18501:org_185 raw row
- Gatcombe Lees entity
- Julian Gatcombe entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/contacts.csv per_18502:org_185 raw row
- Gatcombe Lees entity
- Alex Tidball entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/contacts.csv per_18503:org_185 raw row
- Gatcombe Lees entity
- Georgina Lees entity
- Open deals page block
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- Documents page block
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees - Security Questionnaire entity
- Finance read page block
- Prospect, one open deal AI record
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- facts.arr_monthly:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- facts.reconciliation_t0:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Prospect, one open deal AI record
- hero page block
- Gatcombe Lees: Prospect AI record
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees security questionnaire AI record
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- document_store/files.csv doc_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees - Security Questionnaire entity
- Prospect, one open deal AI record
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- facts.arr_monthly:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees – New entity
- facts.reconciliation_t0:org_185 facts table
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- crm/deal_line_items.csv deal_185_01:1 raw row
- crm/deal_line_items.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:1 raw row
- crm/deal_stage_history.csv deal_185_01:2 raw row
- crm/deal_stage_history.csv deal_185_01:3 raw row
- +1 more
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees – New entity
- Discovery: scattered relationship data AI record
- Gatcombe Lees / BG-Demo – Discovery entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_001 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Discovery entity
- Growth demo and verbal price AI record
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- call_recorder/calls.csv call_185_002 raw row
- Gatcombe Lees entity
- Gatcombe Lees entity
- crm/companies.csv org_185 raw row
- Gatcombe Lees / BG-Demo – Demo entity
- Gatcombe Lees: demo scheduling AI record
- +4 more
- Gatcombe Lees: no executed paper on file AI record
- Gatcombe Lees: Prospect AI record
- History by quarter (computed from the records; nothing to show yet) page block
- 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 (computed from the records; nothing to show yet) page block
- Usage read (computed from the records; nothing to show yet) page block