B-Viz
Hartfield Hospice Trust logo

Hartfield Hospice Trust

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Hartfield Hospice Trust, a Tunbridge Wells charity, has no order form, no invoices and £0 ARR on every measure. Its one Starter new-business deal, with an amount of £26k and an annual value of £20k, was closed lost on 17 Apr 2025 with price as the reason. There is no usage record and no ticket on record. No deal, renewal or booked call is open, and the last interaction was 4 Mar 2025. Priya Raman, who ran discovery, left BG-Demo on 28 Aug 2026.

Read from 1 calls · 2 email threads · 1 deals · 3 people, newest 24 Feb 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryCharitySource: CRM company record
  • Websitehartfieldhospice.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityTunbridge WellsSource: CRM company record
  • Size450 employeesSource: CRM company record
  • CRM ownerSophie LingSource: 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 on price on 17 Apr 2025 and nothing has been recorded since 4 Mar 2025. The rep who ran discovery has left. The opportunity is Jeremy Austin's monthly reconciliation pain, which would need a price and tier case.

SignalsFinance readQ1 2025 digestJeremy Austin

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact4 Mar 2025Email: Hartfield Hospice: next steps · 584 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling writes to Jeremy Austin to offer a session on his monthly multi-system reconciliation, aiming to book a fresh discovery call backed by a price and tier case. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should reopen Hartfield Hospice Trust with Jeremy Austin, Director of Finance and Resources, through a price and tier case built on his monthly reconciliation pain. The only deal was closed lost on price on 17 Apr 2025.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Hartfield Hospice Trust's only deal, for Starter, closed lost on price on 17 Apr 2025, with no contract, invoices or ARR. Priya Raman, who led discovery, has left. Sophie Ling is to reopen with Jeremy Austin on a price and tier case.

Lost: Hartfield Hospice Trust's only deal, Starter new business with an amount of £26k and an annual value of £20k, closed lost on 17 Apr 2025 on price. There is no order form, invoice or renewal, and ARR is £0.

There is no usage record. The 21 Feb 2025 discovery call estimated about twenty users, above Starter's fifteen. Priya Raman ran it with Rosemary Tullett and Jeremy Austin, but she left BG-Demo on 28 Aug 2026.

No tickets are on record and nothing has been recorded since 4 Mar 2025. The main risk is price: a fitting tier for twenty users would cost more than the Starter price already refused.

Sophie Ling, the CRM owner, should write to Jeremy by 9 Oct 2026 offering a session on his monthly reconciliation, aiming for a discovery call. Owen Tallis must approve any first-term discount, at most 20%.

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 deal lost on price

Standing No invoices

Hartfield Hospice Trust has no order form, no ARR and no invoices. Its one Starter new-business deal was closed lost on 17 Apr 2025, with price as the lost reason.

  • No order form, no ARR, no billing
  • Only deal closed lost on price
  • No open pipeline
The analysis

Recurring revenue: There is no ARR on record because no order form has started. The reconciliation shows £0 for CRM ARR, invoiced run rate and order-form ARR.

Next commitment: None. No renewal or order form is held, and no deal is open.

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

Deals: The Starter new-business deal had an amount of £26k and an annual value of £20k. It was closed lost on 17 Apr 2025, with price as the reason. The owner, Lewis Kerr, is active in HR.

Hartfield Hospice Trust – 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 2025

    Q1 2025: Starter discovery, budget tight

    Two reads: a 21 Feb 2025 discovery call where Starter was pitched and budget was flagged as tight, and a 24 Feb 2025 thread booking a 4 Mar 2025 session with a proposal promised. No decision is shown.

    The analysis

    Discovery: On 21 Feb 2025 Priya Raman ran the discovery call with Rosemary Tullett and Jeremy Austin. They described a donor database, a shop platform, Xero and a clinical system that do not talk to each other.

    Pain: Rosemary pulls data manually each week. Jeremy reconciles three or four systems to close the books each month.

    Commercial: Priya quoted Starter at £20k a year plus £6,000 implementation. Jeremy said budget is tight, while Rosemary found the price not unreasonable.

    Fit: Jeremy estimated about twenty users, above the fifteen included in Starter, and the systems named could exceed four connectors. That points to a Growth discussion or add-ons.

    Scheduling: On 24 Feb 2025 Jeremy, Director of Finance and Resources, accepted a session at 10:00 on 4 Mar 2025 for himself and Rosemary. Priya promised to send the proposal by Wednesday.

    Open at the end: The evidence does not show whether the Starter one-pager was sent, whether the proposal was sent, or what happened at the 4 Mar 2025 session. No decision on tier or price is shown.

    Hartfield Hospice Trust / BG-Demo – DiscoveryHartfield Hospice: next steps

    Made from 1 call · 1 email thread

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

  2. Q4 2024

    Q4 2024: one webinar invite, no reply

    One read in the period: on 6 Nov 2024 Sofia Marchetti invited Nina Barden, Database Manager, to a 21 Nov 2024 webinar. The thread holds no customer response, so interest is not shown.

    The analysis

    This period holds one read, an email thread dated 6 Nov 2024, and it is a logistical invitation.

    Outreach: Sofia Marchetti asked Nina Barden, Database Manager, whether she would join a 21 Nov 2024 webinar on connecting data across key systems. Sofia offered a registration link.

    Customer view: There is no customer response in the thread. Interest is not shown, and the read rates the thread as neutral.

    Opportunity: The read notes that a webinar could open a conversation about connecting more of the trust's systems.

    Open at the end: The evidence does not show whether Nina registered or attended. The read's next step is for Sofia to note whether Nina registered for the 21 Nov 2024 webinar.

    BG-Demo webinar

    Made from 1 email thread

    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

  • 24 Feb 2025email threadHartfield Hospice: next steps Priya Raman, Rosemary Tullett, Jeremy AustinHartfield Hospice Trust logoPriya RamanRosemary TullettJeremy Austin
  • 21 Feb 2025callHartfield Hospice Trust / BG-Demo – Discovery Priya Raman, Rosemary Tullett, Jeremy AustinHartfield Hospice Trust logoPriya RamanRosemary TullettJeremy Austin
  • 20 Feb 2025eventBG-Demo webinar Sofia Marchetti, Orla Keane, Kenny Lockhart, Jason Pengelly, Linnéa Holmberg, Marieke Postma, Gemma Yates, Sukhvinder Dhillon, Matthew Grice, Helen Varley, Sunita Bains, Craig Holt, Asif Nuttall, Rachael Dixon, Colin Airey, Eleanor Pickering, Shirley Bowman, Nina Barden, Ciarán Hughes, Fraser Moncrieff, Lynn Staniforth, Sunita Rana, Lynne Featherstone, Janet Readman, Aoife Tuohy, Anders Thomsen, Kieron Bache, Lewis Tait, Luke Kershaw, Megan Entwistle, Graeme Charlton, Priscilla Bowen, Hamish CrawfordSofia MarchettiOrla KeaneKenny Lockhart+30
  • 27 Dec 2024dealHartfield Hospice Trust – New Lewis Kerr, Rosemary TullettHartfield Hospice Trust logoLewis KerrRosemary Tullett
  • 21 Nov 2024eventBG-Demo webinar Sofia Marchetti, Richard Thorne, Paul Rigby, Sarah Hollis, Sam Yates, Doug Fairweather, Ruben Dekker, Andrew Pickering, Donal Coughlan, Dylan Price, Hayley Staniland, Stijn Gielen, Kirsty Ingham, Divya Raval, Leanne Moss, Nina Barden, Jelle Bouma, Zoe Hocking, Birgit Wolff, Lynsey Bainbridge, Annika Lund, Emyr Hopkins, Lawrence Chen, Padraig Daly, Neil Ashworth, Saskia Mendes, Lauren Pilkington, Femi Olatunji, Fiona Drummond, Anthony Garrow, Tracey BainbridgeSofia MarchettiRichard ThornePaul Rigby+28
  • 6 Nov 2024email threadBG-Demo webinar Sofia Marchetti, Nina BardenHartfield Hospice Trust logoSofia MarchettiNina Barden
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

Hartfield Hospice Trust's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 3 AI summaries of 4 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. 2 AI records in this trail are not written yet.

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

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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