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Coniston Lodge Hotels logo

Coniston Lodge Hotels

Lost£0

AI facts

As at Fri 9 Oct 2026

Coniston Lodge Hotels, a hospitality business in Ambleside, has no order form, no invoices and £0 ARR. Its one new Starter deal, with an amount of £28k and an annual value of £22k, was closed lost on 12 May 2026 with security review as the lost reason. There is no platform tenant, so no usage is recorded. No deal is open and no booked call appears. The last recorded interaction was the 8 Apr 2026 demo on the hotels' own Salesforce and transaction data.

Read from 2 calls · 1 email threads · 1 deals · 3 people, newest 8 Apr 26

Profile

Updated 9 Oct 26
  • IndustryHospitalitySource: CRM company record
  • Websiteconistonlodge.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityAmblesideSource: CRM company record
  • Size340 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 only Starter deal was closed lost at security review on 12 May 2026 and no deal has been open since. The decision sat with Charles Braithwaite, who questioned the value. A later win-back could build on Robyn Tyson's interest in revenue metrics.

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

Key facts

Updated 9 Oct 26
  • Last contact8 Apr 2026Call: Coniston Lodge Hotels / BG-Demo – Demo · 184 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling contacts Imelda Postlethwaite to learn what security concern closed the Starter deal on 12 May 2026 and whether it still blocks a reopened conversation. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should ask Imelda Postlethwaite what stopped the Starter deal at security review on 12 May 2026. That answer is needed before any win-back aimed at Robyn Tyson's revenue questions and a value case for Charles Braithwaite.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Coniston Lodge Hotels' only Starter deal closed lost at security review on 12 May 2026. Nothing is billed and there has been no contact since the 8 Apr 2026 demo. A win-back first needs the security concern explained.

Lost: Coniston Lodge Hotels has no order form, no invoices and £0 ARR. Its only Starter deal, with an amount of £28k and an annual value of £22k, was closed lost at security review on 12 May 2026.

There is no platform tenant, so there is no usage to read. Sophie Ling and Hannah Lowe ran the 8 Apr 2026 demo, and Imelda Postlethwaite, the champion, left the decision to Charles Braithwaite, the Managing Director.

No contact is recorded since that demo, and there are no tickets. The main risk is that the records do not show what the security concern was, and Charles asked what problem the brain solves.

Sophie Ling asks Imelda what the security objection was and whether it still stands, by 9 Oct 2026. Hannah then prepares a written answer, and Sophie prepares a value case built on Robyn Tyson's revenue questions.

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 lost deal, no billing

Standing No invoices

Coniston Lodge Hotels has no ARR and no invoices. Its one new Starter deal was closed lost on 12 May 2026 at security review. There is no open pipeline.

  • No order form, no ARR, no billing
  • Starter deal lost at security review on 12 May 2026
  • No open deals
The analysis

Recurring revenue: no order form has started, so there is no ARR and no direction of travel.

Billing: there are no invoices, so nothing is owed, overdue or disputed. The CRM shows £0 ARR and the stage lost, which matches the order forms and invoices.

Deals: the new Starter deal showed an amount of £28k and an annual value of £22k, and was closed lost on 12 May 2026. The lost reason is security review. The owner, Sophie Ling, is active in HR.

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 2026

    Q2 2026: Starter demo, decision pending

    One read: the 8 Apr 2026 Starter demo. Imelda Postlethwaite and Robyn Tyson reacted well, but Imelda said she would check with Charles, who was not on the call. No decision is shown.

    The analysis

    Demo: On 8 Apr 2026 Hannah Lowe demoed the brain on Coniston Lodge Hotels' Salesforce and transaction data across eight hotels. Sophie Ling covered Starter limits and a four-week implementation.

    Customer view: Robyn said the brain looked much better than today's manual exports and emailing. She also asked why spring is weaker, which needs pricing or market data not yet connected.

    Commercial: Imelda said she would check with Charles and get back to Sophie. Charles was not on the call and his role is not shown.

    Watch: Robyn wants revenue per room and occupancy, so connector demand may outgrow Starter's four. The read judges that two teams asking for different metrics may suit Growth.

    Open at the end: Sophie is to send Imelda a demo summary and the Starter order form, and Imelda is to review it with Charles. The evidence does not show a decision, a signed order form or any later contact in the period.

    Made from 1 call

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

  2. Q1 2026

    Q1 2026: Starter discovery, one invitation

    Two reads. A Starter discovery call on 3 Mar 2026 found guest data spread across four systems, with a verbal quote and a demo promised. A conference invitation sent on 14 Feb 2026 drew no reply.

    The analysis

    Outreach: On 14 Feb 2026 Alice Brewer invited Robyn Tyson, Revenue Manager, to BG-Demo's stand at the Data Leaders Conference in Manchester on 11 Mar 2026. The thread holds no customer response, so interest is not shown.

    Discovery: On 3 Mar 2026 Sophie Ling ran a discovery call with Imelda Postlethwaite and Charles Braithwaite. Imelda said guest information is spread across the reservation system, email, feedback forms and the hotel chat system.

    Customer view: Charles asked what problem the brain solves for them, so the value case is not yet made. The read records the call as positive, with the quote "This sounds really useful."

    Commercial: Sophie positioned Starter and gave a verbal quote of twenty-two thousand annually and twenty-eight thousand in year one including implementation. That is not a proposal or an order form.

    Open at the end: Sophie was to send demo dates for the following week and run the demo on the hotel's own bookings and emails. The evidence does not show whether the demo was held, whether a proposal followed, or whether Robyn replied to the invitation.

    Made from 1 call · 1 email thread

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 8 Apr 2026callConiston Lodge Hotels / BG-Demo – Demo Sophie Ling, Hannah Lowe, Imelda Postlethwaite, Robyn TysonConiston Lodge Hotels logoSophie LingHannah LoweImelda Postlethwaite+1
  • 11 Mar 2026eventData leaders conference (BG-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Niamh Fahy, Tessa Goring, Lynne Featherstone, Raj Bhogal, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare HuddlestonAlice BrewerSimon HarteSam Cheney+20
  • 3 Mar 2026callConiston Lodge Hotels / BG-Demo – Discovery Sophie Ling, Imelda Postlethwaite, Charles BraithwaiteConiston Lodge Hotels logoSophie LingImelda PostlethwaiteCharles Braithwaite
  • 14 Feb 2026email threadData leaders conference: Manchester, March Alice Brewer, Robyn TysonConiston Lodge Hotels logoAlice BrewerRobyn Tyson
  • 26 Jan 2026dealConiston Lodge Hotels – New Sophie Ling, Imelda PostlethwaiteConiston Lodge Hotels logoSophie LingImelda Postlethwaite
  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Douglas Entwistle, Niamh Fahy, Jenny Trethewey, Sofie Bech, Samina Akram, Dawn Spowage, Terence Bradley, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+25

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

Coniston Lodge Hotels' 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

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

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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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