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Grayling Peak Software logo

Grayling Peak Software

Lost£0

AI facts

As at Fri 9 Oct 2026

Grayling Peak Software, a B2B software business in Denver, has no order form, no ARR and no invoices with BG-Demo. Its one new Starter deal, with an amount of £28k and an annual value of £22k, was closed lost on 11 Jun 2026 to a competitor. There is no tenant, no usage on record and no tickets. On the 30 Mar 2026 discovery call, Starter was pitched above the £22k v2 list price, with a quarterly check-in.

Read from 2 calls · 1 email threads · 1 deals · 3 people, newest 5 May 26

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitegraylingpeak.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityDenverSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 deal was closed lost to a competitor on 11 Jun 2026 and there has been no recorded contact since the 5 May 2026 demo. The champion called the demo what they needed, so a later win-back conversation with Mackenzie Pruett is the one opening.

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

Key facts

Updated 9 Oct 26
  • Last contact5 May 2026Call: Grayling Peak Software / BG-Demo – Demo · 157 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Mackenzie Pruett a win-back note at the v2 Starter list price with the six-monthly check-in, asking why the rival was chosen and offering a follow-up conversation. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Mackenzie Pruett a win-back note at the v2 Starter list price of £22k with the price-book check-in. Its aim is to learn why the rival won, since nobody has spoken to the account since the 5 May 2026 demo and the earlier pitch was off the price book.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Grayling Peak Software's only deal, a new Starter deal, was closed lost to a competitor on 11 Jun 2026. There is no order form, ARR or billing, and no recorded contact since the 5 May 2026 demo. Jordan Pike is to send a corrected win-back note.

Lost: Grayling Peak Software has no order form, no ARR and no invoices. Its only deal, a new Starter deal with an amount of £28k and an annual value of £22k, was closed lost by the CRM to a competitor on 11 Jun 2026.

There is no tenant, so there is no usage history to read. Jordan Pike holds two recorded calls and one email thread, and Mackenzie Pruett, Director of Customer Success, called the 5 May 2026 demo what they needed.

The records do not name the rival or say why it won. The Starter price and the quarterly check-in pitched on the 30 Mar 2026 call differ from the price book.

Jordan Pike sends Mackenzie a win-back note at the v2 Starter list price of £22k with the six-monthly check-in, asking why the rival was chosen, by 9 Oct 2026.

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

Grayling Peak Software has no ARR and no order form. Its one new Starter deal was closed lost on 11 Jun 2026 to a competitor. There are no invoices, so nothing is owed.

  • No order form and no ARR
  • Starter deal lost to a competitor on 11 Jun 2026
  • No invoices issued
The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM shows £0 over one CRM record at stage lost.

Next commitment: none. No renewal or open deal exists.

Billing: there are no invoices, so nothing is overdue or disputed. The CRM, the invoiced run rate and order-form ARR all show £0.

Deals: the new Starter deal had an amount of £28k and an annual value of £22k. It was closed lost on 11 Jun 2026 with the reason chose_competitor. The owner, Jordan Pike, 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, ready to proceed

    One read in the quarter: the 5 May 2026 Starter demo on live HubSpot and Zendesk data. Mackenzie Pruett said it was what they needed. The order form and MSA had not yet been sent or signed, so the sale was open.

    The analysis

    This quarter holds one read, the 5 May 2026 demo call.

    Demo: Theo Gallagher ran a live query across HubSpot and Zendesk in two to three seconds. Mackenzie and Sierra asked about saved queries, access for Sierra, data freshness and implementation.

    Customer view: Mackenzie said the brain was what they needed and asked when they could start. Sierra asked whether she could use it herself and what support follows launch.

    Commercial: The pitch was Starter, with four weeks of implementation and a six-month CSM check-in. Jordan Pike was to send the order form and MSA, with timing of June or sooner.

    Open at the end: The read does not show a signed order form, so the sale stays open. Sierra's question about support after launch is the point to answer early, since Starter offers only the six-month check-in.

    Made from 1 call

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

  2. Q1 2026

    Q1 2026: first contact and discovery call

    Two reads: a discovery call offer accepted by Mackenzie Pruett, then a 30 Mar 2026 discovery call with her and Cody Brenner. Positive and early stage. A demo on their own data is agreed, but the Starter price and check-in promised need checking.

    The analysis

    Outreach: On 20 Mar 2026 Jordan Pike offered Mackenzie Pruett a 30-minute discovery call. On 25 Mar 2026 she replied that she was open to a conversation and proposed Wednesday afternoon, without raising needs, budget or a rival.

    Discovery: Jordan ran the call on 30 Mar 2026 with Mackenzie and Cody. They described booking, ticket and usage data spread over different systems, and agreed a demo on their own HubSpot and helpdesk data.

    Customer view: Cody said they cannot easily tell which customer segments are growing and which are churning. Mackenzie named herself, a couple of analysts and the finance director as likely users.

    Commercial: Jordan pitched Starter at twenty-eight thousand a year with a four-week implementation. The Starter v2 list price is £22k, and he promised a quarterly check-in where Starter includes a six-monthly one.

    Open at the end: Jordan is to send the access request and book the demo. He is also to confirm price and check-in terms against the price book before any proposal; the evidence does not show why the quote differs from list. Cody asked about outgrowing Starter, which points to Growth later.

    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

  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+50
  • 5 May 2026callGrayling Peak Software / BG-Demo – Demo Jordan Pike, Theo Gallagher, Mackenzie Pruett, Sierra ValdezGrayling Peak Software logoJordan PikeTheo GallagherMackenzie Pruett+1
  • 30 Mar 2026callGrayling Peak Software / BG-Demo – Discovery Jordan Pike, Mackenzie Pruett, Cody BrennerGrayling Peak Software logoJordan PikeMackenzie PruettCody Brenner
  • 20 Mar 2026email threadQuick discovery call Jordan Pike, Mackenzie PruettGrayling Peak Software logoJordan PikeMackenzie Pruett
  • 18 Feb 2026dealGrayling Peak Software – New Jordan Pike, Mackenzie PruettGrayling Peak Software logoJordan PikeMackenzie Pruett

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

Grayling Peak Software'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

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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