B-Viz
Wolsingham Medical Group logo

Wolsingham Medical Group

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Wolsingham Medical Group, a Sunderland healthcare services group, has no order form, no invoices and £0 ARR on record. Its one deal, a new Growth deal of £56k including £44k a year, closed lost on 17 Apr 2024 with the reason security review. No platform usage or tickets are on record. Nothing is open: no deal, renewal or booked call. The last interaction was the 12 Feb 2024 discovery call with Tom Ashdown.

Read from 1 calls · 1 deals · 3 people, newest 12 Feb 24

AImade from

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitewolsingham.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySunderlandSource: CRM company record
  • Size340 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost at security review on 17 Apr 2024 and there has been no contact since the 12 Feb 2024 discovery call. The evidence does not show why security review failed. Opportunity: Tom Ashdown could reopen with a value case for Norman Lumley.

SignalsFinance readQ1 2024 digestDeborah GowlandNorman Lumley

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact12 Feb 2024Call: Wolsingham Medical Group / BG-Demo – Discovery · 970 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown contacts Norman Lumley to reopen the Growth conversation with a payback case and a prepared answer on security review. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen Wolsingham Medical Group with Norman Lumley, bringing a payback case for Growth and a prepared security answer. The only deal closed lost at security review on 17 Apr 2024 and nobody has been in contact since.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Wolsingham Medical Group's only deal, a new Growth deal, closed lost at security review on 17 Apr 2024. There is no ARR, usage or contact since the 12 Feb 2024 discovery call. Tom Ashdown should reopen with Norman Lumley.

Lost prospect Wolsingham Medical Group has no order form, tier or invoices, and the CRM shows £0 ARR at stage lost. Its only deal, a new Growth deal of £56k including £44k a year, closed lost at security review on 17 Apr 2024.

No platform usage or tickets are on record, so there is no trajectory to read. Tom Ashdown held the only recorded call, the 12 Feb 2024 discovery call, with Deborah Gowland, Head of Operations, and Norman Lumley, Finance Director.

Norman called the Growth price a significant investment and asked about payback. Deborah had not confirmed the patient system API with its vendor, and the records do not show why security review failed.

Tom, the active CRM owner, should contact Norman by 9 Oct 2026 with a payback case for Growth and security material prepared with Hannah Lowe. He should also ask Deborah about the patient system API.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one lost deal, no billing

Standing No invoices

Wolsingham Medical Group has no ARR and no invoices. Its one deal, a new Growth deal, closed lost on 17 Apr 2024 with the reason security review. Nothing is open.

  • No ARR and no billing
  • Only deal closed lost at security review
  • No open pipeline
The analysis

Recurring revenue: no order form has started, so there is no ARR on record. The CRM shows £0 ARR and stage lost, matching the invoiced run rate and order-form ARR of £0.

Next commitment: none. There are no open deals and no renewal.

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

Deals: the new Growth deal showed an amount of £56k and an annual value of £44k. It closed lost on 17 Apr 2024 with the reason security_review. Its owner, Tom Ashdown, is active in HR.

Wolsingham Medical Group – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q1 2024

    Q1 2024: discovery call on Growth tier

    One read: the 12 Feb 2024 discovery call. Wolsingham Medical Group wants a unified view across four clinics. Growth was quoted at £44k a year. The Finance Director called it a significant investment and wants a demo on real data.

    The analysis

    Discovery: This period holds one read, the 12 Feb 2024 discovery call. Tom Ashdown spoke with Deborah Gowland, Head of Operations, and Norman Lumley, Finance Director.

    Needs: Patient, billing and scheduling data sits in separate systems across four clinics. Norman's monthly cash-flow reporting is stitched together in Excel and takes days, and Deborah needs a view of capacity by clinic as the group expands.

    Price: Tom recommended Growth, quoting £12k implementation and £44k a year, £56k in year one. Norman called that a significant investment and asked about payback, so a value case will matter.

    Sentiment: The read records the call as positive, with Norman saying he would want to see it on real data.

    Open at the end: Tom was to set up a demo using the customer's real patient and Xero data, send the data questionnaire and diarise a follow-up call. Deborah had not yet confirmed the API of the bespoke patient system with the vendor. The evidence does not show whether the demo took place or what was decided.

    Wolsingham Medical Group / BG-Demo – Discovery

    Made from 1 call

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Tariq Mahmood, Irene Coulson, Claudia Becker, Anders Thomsen, Faye Lund, Bas Timmermans, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+27
  • 12 Feb 2024callWolsingham Medical Group / BG-Demo – Discovery Tom Ashdown, Deborah Gowland, Norman LumleyWolsingham Medical Group logoTom AshdownDeborah GowlandNorman Lumley
  • 4 Dec 2023dealWolsingham Medical Group – New Tom Ashdown, Deborah GowlandWolsingham Medical Group logoTom AshdownDeborah Gowland
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

Wolsingham Medical Group's 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 1 AI summary of 2 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 1 staff (0 with an AI write-up), shown on 3 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Events
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