AI facts
As at Fri 9 Oct 2026Grayling 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.
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 2026Lost, 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.
Key facts
Updated 9 Oct 26- Last contact5 May 2026Call: Grayling Peak Software / BG-Demo – Demo · 157 days before 9 Oct 2026
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
- 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.
The story
As at Fri 9 Oct 2026Lost: 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.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one lost deal, no billing
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
History by quarter
As at Fri 9 Oct 2026Each 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.
- 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
- 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
Platform usage
Documents
Activity
- 24 Sep 2026eventYour renewals, read by the brain
+50
- 5 May 2026callGrayling Peak Software / BG-Demo – Demo
+1
- 30 Mar 2026callGrayling Peak Software / BG-Demo – Discovery
- 20 Mar 2026email threadQuick discovery call
- 18 Feb 2026dealGrayling Peak Software – New
Contacts
Evidence trail
Updated 9 Oct 26Grayling 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)
- Activity page block
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_002 raw row
- Grayling Peak Software entity
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Your renewals, read by the brain entity
- event_platform/events.csv evt_1452_webinar raw row
- event_platform/registrations.csv evt_1452_webinar:per_0104 raw row
- event_platform/registrations.csv evt_1452_webinar:per_0502 raw row
- event_platform/registrations.csv evt_1452_webinar:per_1002 raw row
- event_platform/registrations.csv evt_1452_webinar:per_10903 raw row
- event_platform/registrations.csv evt_1452_webinar:per_11201 raw row
- +47 more
- Quick discovery call entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- mailbox/messages.csv thr_209_0001:1 raw row
- mailbox/messages.csv thr_209_0001:2 raw row
- mailbox/threads.csv thr_209_0001 raw row
- Grayling Peak Software entity
- Grayling Peak Software / BG-Demo – Discovery entity
- AI opinion page block
- Grayling Peak Software lost AI record
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- facts.arr_monthly:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software – New entity
- facts.reconciliation_t0:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Q1 2026: first contact and discovery call AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Discovery call accepted AI record
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Quick discovery call entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- mailbox/messages.csv thr_209_0001:1 raw row
- mailbox/messages.csv thr_209_0001:2 raw row
- mailbox/threads.csv thr_209_0001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Discovery: scattered customer data AI record
- Q2 2026: Starter demo, ready to proceed AI record
- Starter demo on live HubSpot and Zendesk data AI record
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_002 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Starter demo on live HubSpot and Zendesk data AI record
- Mackenzie Pruett, Director of Customer Success AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Starter demo on live HubSpot and Zendesk data AI record
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_002 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Demo entity
- Discovery call accepted AI record
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Quick discovery call entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- mailbox/messages.csv thr_209_0001:1 raw row
- mailbox/messages.csv thr_209_0001:2 raw row
- mailbox/threads.csv thr_209_0001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Mackenzie Pruett entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20901:org_209 raw row
- Grayling Peak Software entity
- Discovery: scattered customer data AI record
- Cody Brenner, CFO (economic buyer) AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Cody Brenner entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20902:org_209 raw row
- Grayling Peak Software entity
- Discovery: scattered customer data AI record
- +2 more
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software lost AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software – New entity
- facts.arr_monthly:org_209 facts table
- AI facts page block
- Grayling Peak Software lost AI record
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- facts.arr_monthly:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software – New entity
- facts.reconciliation_t0:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Q1 2026: first contact and discovery call AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Discovery call accepted AI record
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Quick discovery call entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- mailbox/messages.csv thr_209_0001:1 raw row
- mailbox/messages.csv thr_209_0001:2 raw row
- mailbox/threads.csv thr_209_0001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Discovery: scattered customer data AI record
- Q2 2026: Starter demo, ready to proceed AI record
- Starter demo on live HubSpot and Zendesk data AI record
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_002 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Starter demo on live HubSpot and Zendesk data AI record
- Mackenzie Pruett, Director of Customer Success AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Starter demo on live HubSpot and Zendesk data AI record
- Grayling Peak Software / BG-Demo – Demo entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_002 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Demo entity
- Discovery call accepted AI record
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Quick discovery call entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- mailbox/messages.csv thr_209_0001:1 raw row
- mailbox/messages.csv thr_209_0001:2 raw row
- mailbox/threads.csv thr_209_0001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Mackenzie Pruett entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20901:org_209 raw row
- Grayling Peak Software entity
- Discovery: scattered customer data AI record
- Cody Brenner, CFO (economic buyer) AI record
- Discovery: scattered customer data AI record
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- call_recorder/calls.csv call_209_001 raw row
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software / BG-Demo – Discovery entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Cody Brenner entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20902:org_209 raw row
- Grayling Peak Software entity
- Discovery: scattered customer data AI record
- +2 more
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software lost AI record
- Contacts page block
- Mackenzie Pruett entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20901:org_209 raw row
- Grayling Peak Software entity
- Cody Brenner entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20902:org_209 raw row
- Grayling Peak Software entity
- Sierra Valdez entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/contacts.csv per_20903:org_209 raw row
- Grayling Peak Software entity
- Mackenzie Pruett entity
- Open deals (computed from the records; nothing to show yet) page block
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software entity
- Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
- Finance read page block
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- facts.arr_monthly:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software – New entity
- facts.reconciliation_t0:org_209 facts table
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- crm/deal_line_items.csv deal_209_01:1 raw row
- crm/deal_line_items.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:1 raw row
- crm/deal_stage_history.csv deal_209_01:2 raw row
- crm/deal_stage_history.csv deal_209_01:3 raw row
- +2 more
- Grayling Peak Software entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Grayling Peak Software entity
- crm/companies.csv org_209 raw row
- Grayling Peak Software – New entity
- Prospect, one lost deal, no billing AI record
- hero page block
- Grayling Peak Software lost AI record
- Prospect, one lost deal, no billing AI record
- +2 more
- Prospect, one lost deal, no billing AI record
- Grayling Peak Software lost AI record
- History by quarter page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage (computed from the records; nothing to show yet) page block
- Usage read (computed from the records; nothing to show yet) page block