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Pendle Valley Academies

Lost£0

AI facts

As at Fri 9 Oct 2026

Pendle Valley Academies has no order form, no subscription and no invoices; CRM, invoiced and contracted ARR are all £0. The final proposal of 20 May 2025 offered Growth at £44k a year plus a £12k implementation, £56k for Year 1. The CRM stage is lost: the Growth deal closed lost on 11 Jul 2025 on price. There is no tenant, so no usage is on record. The last interaction was on 27 Jun 2025.

Read from 5 calls · 2 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 22 Jul 26

Profile

Updated 9 Oct 26
  • IndustryEducationSource: CRM company record
  • Websitependlevalley.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBurnleySource: CRM company record
  • Size780 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

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth deal closed lost on price on 11 Jul 2025 and nothing has happened since 27 Jun 2025. No paper was executed. Amanda Holt and Mohammed Hanif remain the CRM contacts, so a win-back on a value case is the one opening.

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

Key facts

Updated 9 Oct 26
  • Last contact27 Jun 2025Email: Following up on implementation timeline · 469 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling contacts Amanda Holt to book a win-back conversation that reopens the Growth case with a value case aimed at the CFO. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should reopen Pendle Valley Academies through Amanda Holt, the former champion, with a value case for the CFO. The Growth deal was lost on price on 11 Jul 2025 and there has been no contact since 27 Jun 2025.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Pendle Valley Academies never executed an order form. The Growth deal closed lost on price on 11 Jul 2025, and there has been no contact since 27 Jun 2025. Sophie Ling should reopen it through Amanda Holt with a value case for the CFO.

Lost: Pendle Valley Academies never executed an order form, and the CRM's Growth deal closed lost on price on 11 Jul 2025. The final proposal of 20 May 2025 offered £44k a year plus a £12k implementation, and nothing was invoiced.

There is no tenant, so no usage or tickets are on record. Amanda Holt, Director of Operations, was the champion across all five recorded calls, and the last interaction was on 27 Jun 2025.

The 22 Jul 2026 results announcement does not move the account. The risks are a cold relationship, a price-sensitive CFO in Mohammed Hanif, and the departure of deal owner Priya Raman from BG-Demo.

Sophie Ling should contact Amanda this week, by 9 Oct 2026, to book a win-back conversation with a value case for Mohammed. Owen Tallis agrees the Growth quote and Hannah Lowe prepares a demo.

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

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

Pendle Valley Academies has no order form, no ARR and no invoices. Its one Growth new-business deal was closed lost on 11 Jul 2025 on price, and the deal owner is not active in HR.

  • No order form, no ARR, no billing
  • Deal lost on price
  • Deal owner not active in HR
The analysis

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

Next commitment: None. No renewal is due and no deal is open.

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

Deals: The Growth new-business deal had an amount of £56k and an annual value of £44k. It was closed lost on 11 Jul 2025 on price. The owner, Priya Raman, is not an active employee in HR, so the account has no active owner.

Made from 1 deal · 2 fact tables

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

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 2025

    Q2 2025: Growth deal agreed, price open

    Pendle Valley Academies moved from discovery to a Growth proposal at £56k for year one. The CFO asked for about 50,000 and signature was targeted for 11 Jul 2025. No executed order form is shown.

    The analysis

    Discovery: On 2 Apr 2025 Mohammed Hanif, the CFO, accepted a two-hour discovery session with Amanda Holt attending. The thread shows no view on scope or price.

    Demos: On 24 Apr 2025 Amanda called the demo impressive and asked about student data confidentiality and connector failures. Mohammed was absent, and Tom Ashdown restated fifty-six thousand all-in for year one.

    Go-ahead: On 7 May 2025 Amanda said she was ready to move forward, and Sophie Ling said she would send the order form that day. Adele Pickup was named as build contact, admin and first escalation, a key-person dependency.

    Proposal: On 22 May 2025 Sophie presented the Growth proposal at £56k for the first year. Amanda accepted the eight-week timeline, said the autumn term start matters, and had to take it to her CFO.

    Negotiation: On 17 Jun 2025 Mohammed asked to bring the all-in figure closer to 50,000. Owen Tallis said any discount is year one only and renewal would be at the then-current list price. Amanda said standard support would be fine, so Premium support is not being pursued.

    On 19 Jun 2025 Amanda accepted the timeline and asked for the contract and order form, aiming for sign-off by the end of the following week.

    Open at the end: No discount figure was agreed and no executed order form is shown. The first renewal will need a value case for a price-sensitive CFO.

    Made from 4 calls · 2 email threads

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

  2. Q1 2025

    Q1 2025: Growth discovery call, no order

    One read: the 31 Mar 2025 discovery call with Amanda Holt and Mohammed Hanif. Priya Raman proposed Growth at £44k plus £12k implementation. Amanda was positive but needs a finance check. No order was agreed.

    The analysis

    Period: this digest rests on one read, the 31 Mar 2025 discovery call with Amanda Holt and Mohammed Hanif of an eleven-school trust.

    Need: student and staff data is scattered across school systems, with finance centralised in Xero. Mohammed said board impact analysis currently takes days.

    Customer view: Amanda called the idea "transformational" and expects about thirty users. They have budget for the next financial year starting in summer.

    Commercial: Priya Raman placed them on Growth, with forty users and eight connectors, at £44k a year plus £12k implementation, eight weeks to go live. Mohammed confirmed the first year as 56,000.

    Open at the end: no order was agreed. Amanda still needs to check the price with the trust's finance team, and several different student information systems may strain the eight-connector limit.

    Next steps: Priya is to send Growth case studies, inclusions and pricing detail the same day, and to schedule a demo call in a couple of weeks. The evidence does not show whether either happened.

    Made from 1 call

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

Platform usage

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

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • 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

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Pendle Valley Academies' 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 11 AI summaries of 12 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not written yet.

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

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

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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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