AI facts
As at Fri 9 Oct 2026Mossbrook Data Partners holds a Starter subscription at £26k a year for 25 licensed users, under the renewal order form signed 14 Aug 2026 for 29 Aug 2026 to 28 Aug 2027. Active users rose from 19 in May 2026 to 24 in September 2026 (26%), with four connectors in use. The next renewal falls on 29 Aug 2027, 324 days away, at a renewal price of £22k against £26k today (-15.4%). No deal is open, and Ciaran Doherty is the only active admin.
Profile
Updated 9 Oct 26- IndustryData consultancySource: CRM company record
- Websitemossbrookdata.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityManchesterSource: CRM company record
- Size65 employeesSource: CRM company record
- CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Marcus Bell
- Customer since29 Aug 2025Source: first executed order form ctr_228_01, signed 15 Aug 2025 · Starter tier · In the CRM since 26 Jun 2025
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
AI opinion
As at Fri 9 Oct 2026Healthy, because the renewal was executed at £26k, all four invoices were paid within terms and active users rose 26% from May. The watch point is value proof: Femi Adeyemi cannot yet measure the benefit, and Ciaran Doherty is the only admin. Referrals from Mossbrook are the opportunity.
Key facts
Updated 9 Oct 26- Contracted ARR£26,000Source: executed order form ctr_228_03, 29 Aug 2026 to 28 Aug 2027 · CRM £26,000 · Invoiced run rate £26,000 · As of 9 Oct 2026
- Next renewal29 Aug 2027Basis: order form ctr_228_03 ends 28 Aug 2027 · In 324 days · Renewal price £22,000 (-15.4%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term29 Aug 2026 to 28 Aug 2027Source: order form ctr_228_03 (renewal), signed 14 Aug 2026 · Billed annually · 25 seats, 4 connectors
- TierStarterSource: the current order form
- Last contact5 Oct 2026Email: Follow-up from our check-in: usage, tickets and next steps · 4 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Aug 2025 · 4 connectors configured
- Licensed seats2524 active users in Sep 2026 · Order form ctr_228_03: 25 seats
Next step
As at Fri 9 Oct 2026- What
- Marcus Bell sends Femi Adeyemi a written client-value measure for the Starter subscription, with the two recent tickets explained, ahead of the booked 27 Oct 2026 check-in. renewal
- Who
Marcus Bell
- When
- This week by 9 Oct 2026
- Why
- Marcus Bell should send Femi Adeyemi the simple client-value measure he owes, with the two tickets explained and the seat review, before the booked 27 Oct 2026 check-in. Femi says he cannot measure the benefit, and the renewal price question is open.
The story
As at Fri 9 Oct 2026Healthy: the Starter renewal at £26k is executed and invoices are paid within terms, with active users up from 19 to 24 since May 2026. Femi Adeyemi cannot yet measure the benefit and Ciaran Doherty is the only admin, so a value measure is due before the 27 Oct 2026 check-in.
Healthy is the verdict for Mossbrook Data Partners, which holds a Starter subscription at £26k a year under the renewal order form signed 14 Aug 2026, running 29 Aug 2026 to 28 Aug 2027. The 29 Aug 2027 renewal is priced at £22k (-15.4%).
Active users rose from 19 in May 2026 to 24 in September 2026, and questions from 920 to 1150. Ciaran Doherty, the only admin, asked 36% of questions over 12 months and Owen Jarvis 21% over 90 days.
At the 29 Sep 2026 QBR, Femi Adeyemi said he cannot measure the benefit and asked if the renewal price will hold. Only about six of 25 seats are active, and he wants a seat review.
Marcus Bell sends Femi a client-value measure, with the two tickets explained, ahead of the booked 27 Oct 2026 check-in, due 9 Oct 2026.
ARR journey
Updated 9 Oct 26One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £26k; Invoiced ARR £26k. Basis: accounting system, facts.arr_monthly:org_228.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Aug 25 | £19,500 | £19,500 |
| Sep 25 | £19,500 | £19,500 |
| Oct 25 | £19,500 | £19,500 |
| Nov 25 | £19,500 | £19,500 |
| Dec 25 | £19,500 | £19,500 |
| Jan 26 | £19,500 | £19,500 |
| Feb 26 | £19,500 | £19,500 |
| Mar 26 | £19,500 | £19,500 |
| Apr 26 | £19,500 | £19,500 |
| May 26 | £23,500 | £20,760 |
| Jun 26 | £23,500 | £20,760 |
| Jul 26 | £23,500 | £20,760 |
| Aug 26 | £26,000 | £26,000 |
| Sep 26 | £26,000 | £26,000 |
Finance read
As at Fri 9 Oct 2026ARR up to £26k, all paid
Contracted ARR is £26k on the executed Starter renewal order form, after expansions in May 2026 and Aug 2026. All four invoices were paid within terms. Renewal on 29 Aug 2027 is priced at £22k by the price-book rule.
- ARR rose in May 2026 and Aug 2026, now £26k
- Renewal on 29 Aug 2027 is priced at £22k by the price-book rule, against £26k today
- All four invoices paid within terms
The analysis
Recurring revenue: ARR began at £20k in Aug 2025, rose by £4,000 in May 2026 and by £2,500 in Aug 2026 to £26k. The Starter renewal order form was signed on 14 Aug 2026 and is executed.
Next commitment: The renewal is on 29 Aug 2027. The price-book rule gives £22k against £26k today, a change of -£4,000 (-15.4%).
Billing: Four invoices, all paid within terms, nothing overdue or disputed. CRM ARR, the invoiced run rate and the order form all show £26k.
Deals: Three deals, a new deal, an expansion and a renewal, are all closed won; none is open. All are owned by Sophie Ling, who is active in HR.
Made from 3 deals · 2 fact tables · 4 invoices
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: expansion won, renewal groundwork
Mossbrook added a £1,260 Starter expansion, then moved into renewal talks. Femi Adeyemi wants proof of value and terms in writing. Support was mixed, with a failed nightly refresh in June. The renewal was unsigned at quarter end.
The analysis
Reviews: Marcus Bell asked for review slots on 1 Apr 2026. The 7 Apr 2026 QBR found usage and questions rising, with all four Starter connectors used up and a fifth wanted.
Value test: on 8 Apr 2026 Femi asked what is in it for clients. He wants the renewal discussed once with Sophie Ling and any partner changes written into the agreement.
Support: recent email went missing from answers on 14 Apr 2026 and duplicate client records appeared on 17 Apr 2026. Neither ticket shows a confirmed cause.
Expansion: Sophie sent the £1,260 order form on 30 Apr 2026 and Femi wanted it to state it sits under the existing agreement. She marked it won on 5 May 2026, and invoice INV-228-0003 followed on 6 May 2026.
Renewal: Sophie opened the renewal on 13 May 2026. On 29 May 2026 Marcus sent the formal notice at £26k, and Femi asked whether the ten extra users could be reviewed.
Support again: a dashboard filter reset ticket opened on 29 May 2026 with no confirmed fix. The nightly refresh failed twice in the week of 9 Jun 2026, and a manual re-run completed on 15 Jun 2026.
Open at the end: the 30 Jun 2026 QBR left the renewal unsigned. Femi wants to decide in July, and the referral wording and ownership of referred clients are unresolved.
Mossbrook Data Partners / BG-Demo – QBRExpansion confirmed and next stepsRenewal notice for Mossbrook Data PartnersMossbrook Data Partners / BG-Demo – RenewalFigures on dashboards are stale after the nightly refreshMossbrook Data Partners / BG-Demo – QBRMade from 5 calls · 15 email threads · 4 tickets
- Q1 2026
Q1 2026: low usage, then rising use
Mossbrook's Starter usage was thin early in the quarter, with about two to three active users of fifteen. By March Joanna Platt reported rising use, all four connectors in use and a wish for early renewal talks.
The analysis
Usage and renewal: On the 2 Jan 2026 QBR, Femi Adeyemi questioned fifteen seats used by about two people and wanted the renewal price in writing. On 5 Jan 2026 Marcus Bell handed the renewal and price book change to Sophie Ling.
Adoption: On 27 Jan 2026 Joanna said the team walkthrough went down well but made no big change. On the 2 Feb 2026 check-in about three of 15 users were active, and she wanted wider adoption.
Partner work: On 23 Feb 2026 Joanna asked who owns what on the referred Astley Brook Growth implementation, and Sophie promised a written responsibilities note. On 26 Feb 2026 she asked for a reusable set-up template; the product team decides, with no date.
Turn: On the 16 Mar 2026 check-in Joanna reported rising use, called it the clearest value yet, and said all four Starter connectors were in use. She wants the helpdesk added, and Marcus raised Growth.
Support: Two tickets only. The second, from Ciaran Doherty on 27 Mar 2026, was a schema access how-to, closed on 14 Apr 2026.
Open at the end: Renewal price still not quoted in the reads; the contract ends 28 Aug 2026. The responsibilities note, connector add-on note and partner playbook are not shown as delivered.
Mossbrook Data Partners / BG-Demo – QBRQuick check-in: time this week?Mossbrook Data Partners / BG-Demo – Check InAstley Brook: where are we?Mossbrook Data Partners / BG-Demo – Check InHow do I give a new schema read-only access?Made from 3 calls · 7 email threads · 2 tickets
- Q4 2025
Q4 2025: referral plan, narrow Starter use
Mossbrook agreed partner terms and started referring clients, and sentiment stayed positive. Starter use stayed narrow, resting on a few people. Renewal pricing was raised on 1 Dec 2025 and left unanswered, and Starter limits came up on 16 Dec 2025.
The analysis
Partnership: On 2 Oct 2025 Femi Adeyemi agreed to act as executive sponsor, subject to specifics on value and success measures. The 7 Oct 2025 exec sponsor call agreed one BG-Demo contract per client and no referral fee in year one.
Adoption: Training ran on 13 Oct 2025, with use still two people. On 27 Oct 2025 Joanna Platt admitted B-Viz had not reached the wider team, and by 3 Nov 2025 she was pleased, though one senior consultant asked most questions.
Referral: On 18 Nov 2025 Joanna introduced Leanne Partington of Astley Brook Packaging to Sophie Ling. On 25 Nov 2025 she wanted seat usage by person before issuing more logins.
Support: A ticket on duplicate client rows, opened 28 Nov 2025, closed on 16 Dec 2025 with the outcome not shown. A minor sign-in ticket was still open on 10 Dec 2025.
Renewal: On 1 Dec 2025 Joanna asked when the contract renews and whether pricing will change. Marcus Bell gave 29 Aug 2026 as the renewal date and left pricing to Sophie.
Capacity: On 16 Dec 2025 Hannah Lowe trained Lauren Bickerstaff and Ciaran Doherty. Lauren asked about Starter limits, and Hannah named fifteen users and four connectors.
Open at the end: A review was booked for 23 Dec 2025 at 15:30, with no outcome shown. Renewal pricing, referral ownership, page sharing and table hiding on Starter were unresolved.
Mossbrook Data Partners / BG-Demo – Exec SponsorQuick check-in on how Mossbrook is getting onMossbrook Data Partners / BG-Demo – Check InIntroduction: Leanne Partington at Astley Brook PackagingMossbrook Data Partners / BG-Demo – Check InMossbrook Data Partners / BG-Demo – TrainingDuplicate client records in the account viewMade from 5 calls · 7 email threads · 1 ticket
- Q3 2025
Q3 2025: Starter onboarding, nothing loaded
Mossbrook moved from discovery to a Starter deal for its own use. By 29 Sep 2025 the Snowflake set-up was sound but no data had loaded. A partner idea, a P1 response worry and a single admin were open at the end.
The analysis
Sales: Discovery on 10 Jul 2025, a demo on 18 Jul 2025 and a proposal walk-through on 30 Jul 2025 were all positive. Joanna Platt wants Starter for Mossbrook's own use first, with partner terms kept separate.
Signing: The 7 Aug 2025 call aimed for signing on 15 Aug 2025. On 13 Aug 2025 Femi Adeyemi held back until BG-Demo confirmed in writing that Snowflake access is the client's decision; Sophie Ling confirmed on 20 Aug 2025 and the thread shows no reply.
Money: The £26k was a deal total including implementation, not annual. INV-228-0001 (£7,200 gross) went out on 18 Aug 2025 and INV-228-0002 (£20k net) on 29 Aug 2025, both with PO questions unanswered.
Kickoff: On 5 Sep 2025 Marcus Bell confirmed Starter at £20k, term to 28 Aug 2026. Ben Ratcliffe wants a written data-handling answer before client data is connected.
Onboarding: On 15 Sep 2025 Joanna called four business hours for a P1 long if a client is waiting. On 22 Sep 2025 Ciaran Doherty found the set-up sound but nothing loaded, three weeks into a four-week implementation.
Partner: On 19 Sep 2025 Joanna proposed referrals and consulting; Sophie left commercial terms open.
Open at the end: Ciaran is the only admin with no named backup, the fourth connector is undecided, and the data-handling answer and grant confirmation are outstanding. The evidence does not show a signed order form or any payment.
Mossbrook Data Partners / BG-Demo – OnboardingOrder form for signatureMossbrook Data Partners / BG-Demo – KickoffMossbrook Data Partners / BG-Demo – OnboardingInvoice for your B-Viz Starter subscriptionMossbrook and B-Viz: referring clients and consulting on implementationsMade from 8 calls · 19 email threads · 2 tickets
- Q1 2025
Q1 2025: one webinar invite, no reply
One read in the quarter: a 15 Mar 2025 email from Sofia Marchetti inviting Lauren Bickerstaff to a webinar on 20 Mar 2025. Mossbrook uses Starter for its own client base. No customer response is shown.
The analysis
Scope: the quarter holds one read, an email thread dated 15 Mar 2025. No calls, tickets or news items fall in the period.
Outreach: Sofia Marchetti invited Lauren Bickerstaff to the 20 Mar 2025 webinar. She framed it around hand-over and what a client can run alone, and asked whether other delivery colleagues should be invited.
Account context: the read notes that Mossbrook uses Starter for its own client base. It records more delivery colleagues attending as a possible way to widen use.
Open at the end: there is no customer response in the thread, so interest is not shown. Sofia promised joining details once Lauren replies, or the recording and a short walk-through if Thursday is difficult. The evidence does not show whether Lauren replied or attended.
Made from 1 email thread
Platform usage
Updated 9 Oct 26Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 24; Licensed seats 25; Questions asked 1,150. Basis: product usage, facts.usage_monthly:org_228, signals:org_228.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Aug 25 | 0 | 15 | 0 |
| Sep 25 | 8 | 15 | 181 |
| Oct 25 | 11 | 15 | 470 |
| Nov 25 | 12 | 15 | 498 |
| Dec 25 | 12 | 15 | 527 |
| Jan 26 | 12 | 15 | 555 |
| Feb 26 | 13 | 15 | 583 |
| Mar 26 | 14 | 15 | 612 |
| Apr 26 | 14 | 15 | 640 |
| May 26 | 19 | 25 | 920 |
| Jun 26 | 24 | 25 | 1,200 |
| Jul 26 | 24 | 25 | 1,175 |
| Aug 26 | 24 | 25 | 1,150 |
| Sep 26 | 24 | 25 | 1,150 |
Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 4; Active admins 1; Data volume 1.1 GB. Basis: product usage, facts.usage_monthly:org_228, signals:org_228.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Aug 25 | 0 | 0 | 0.00 GB |
| Sep 25 | 2 | 1 | 0.29 GB |
| Oct 25 | 3 | 1 | 0.48 GB |
| Nov 25 | 3 | 1 | 0.53 GB |
| Dec 25 | 3 | 1 | 0.59 GB |
| Jan 26 | 4 | 1 | 0.86 GB |
| Feb 26 | 4 | 1 | 0.93 GB |
| Mar 26 | 4 | 1 | 0.97 GB |
| Apr 26 | 4 | 1 | 0.98 GB |
| May 26 | 4 | 1 | 1.00 GB |
| Jun 26 | 4 | 1 | 1.02 GB |
| Jul 26 | 4 | 1 | 1.04 GB |
| Aug 26 | 4 | 1 | 1.05 GB |
| Sep 26 | 4 | 1 | 1.07 GB |
Usage read
As at Fri 9 Oct 2026Usage steady after growth to May 2026
Usage is steady: questions in the last 4 weeks were 1,045 against 1,040 for the 4 before (0%). Ciaran Doherty, the only admin, and Owen Jarvis together ask 44% of questions over 90 days by the shares given.
- Questions flat at 1,045 against 1,040 over the last 4 weeks
- One active admin, Ciaran Doherty
- Ciaran Doherty and Owen Jarvis ask 23% and 21% over 90 days
- 24 of 25 seats and 4 of 4 connectors in use
The analysis
Recent weeks: Questions were 1,045 in the last 4 weeks against 1,040 for the 4 before (0%). Average daily active users rose from 4.6 to 6.0 (+30%) after a quieter August 2026.
Trend: Questions grew from 181 in September 2025 to 1,150 in September 2026 (+535%), mostly by June 2026 at the peak of 1,200. Active users rose from 19 in May 2026 to 24 in September 2026 (+26%).
Who uses it: Ciaran Doherty is the only active admin and asks 23% of questions over 90 days, down from 36% over 12 months. Owen Jarvis asks 21%, so use rests on two people.
Against the order form: 24 active users against 25 seats (96%), and 4 connectors configured against 4 contracted on the Starter order form.
Made from 2 fact tables
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (8)
- Draft Starter master services agreement draft · contract · 5 Aug 2025
- Executed Starter master services agreement executed · contract · 15 Aug 2025
- Signed data processing agreement executed · dpa · 15 Aug 2025
- Signed Starter order form executed · order form · 15 Aug 2025
- Implementation and referral partner agreement executed · contract · 21 Oct 2025
- Referral partner data access schedule executed · dpa · 28 Oct 2025
- Add-on of ten Starter users executed · order form · 5 May 2026
- Signed Starter renewal order form executed · order form · 14 Aug 2026
- Onboarding (1)
- Onboarding plan for a Starter partner issued · onboarding plan · 3 Sep 2025
- Proposals (4)
- Draft Starter tier proposal draft · proposal · 23 Jul 2025
- Starter tier sales proposal issued · proposal · 28 Jul 2025
- Draft Starter expansion proposal draft · proposal · 27 Apr 2026
- Starter expansion proposal issued · proposal · 30 Apr 2026
- QBRs (4)
- Starter quarterly review and renewal prep issued · qbr deck · 1 Jan 2026
- Quarterly review ahead of renewal issued · qbr deck · 6 Apr 2026
- Quarterly review ahead of renewal issued · qbr deck · 29 Jun 2026
- Quarterly review of Starter usage issued · qbr deck · 28 Sep 2026
- Renewals (2)
- Draft Starter renewal proposal draft · renewal proposal · 18 Jun 2026
- Starter renewal proposal issued · renewal proposal · 23 Jun 2026
- Success plans (1)
- Starter first-term success plan issued · success plan · 5 Nov 2025
Activity
- Upcoming
- 27 Oct 2026upcoming callMossbrook Data Partners / BG-Demo – Check In
- Held
- 30 Sep 2026email threadFollow-up from our check-in: usage, tickets and next steps
+1
- 29 Sep 2026callMossbrook Data Partners / BG-Demo – QBR
+1
- 28 Sep 2026documentMossbrook Data Partners - QBR
- 25 Sep 2026email threadSetting up the Mossbrook review
- 22 Sep 2026ticketHow to scope a read-only role for a referred client's schema
- 14 Sep 2026ticketDuplicate client records in the overview
- 7 Sep 2026callMossbrook Data Partners / BG-Demo – Check In
- 1 Sep 2026email threadFinding time for a check-in
- 17 Aug 2026email threadInvoice INV-228-0004 for Mossbrook Data Partners
- 17 Aug 2026invoiceINV-228-0004
- 14 Aug 2026documentMossbrook Data Partners - Order Form (signed)
- 12 Aug 2026email threadMossbrook renewal order form for signature
- 4 Aug 2026callMossbrook Data Partners / BG-Demo – Renewal
+1
- 29 Jul 2026email threadRenewal call: time and what to bring
- 23 Jul 2026callMossbrook Data Partners / BG-Demo – Renewal
+1
- 21 Jul 2026ticketDashboards showing old figures after last night's refresh
- 16 Jul 2026email threadSetting up the renewal conversation
- 1 Jul 2026email threadFollow-up from our review call
+1
- 30 Jun 2026callMossbrook Data Partners / BG-Demo – QBR
+1
- 29 Jun 2026documentMossbrook Data Partners - QBR
- 23 Jun 2026documentMossbrook Data Partners - Renewal Proposal
- 22 Jun 2026email threadBooking the review call
- 18 Jun 2026documentMossbrook Data Partners - Renewal Proposal v1
- 10 Jun 2026email threadSupport follow-up on your connector query
- 9 Jun 2026ticketFigures on dashboards are stale after the nightly refresh
- 9 Jun 2026callMossbrook Data Partners / BG-Demo – Renewal
+2
- 5 Jun 2026email threadBooking a renewal call
- 29 May 2026ticketClient filter resets after reloading a team dashboard
- 29 May 2026email threadRenewal notice for Mossbrook Data Partners
- 29 May 2026email threadOur renewal in August
+1
- 29 May 2026dealMossbrook Data Partners – Renewal
- 21 May 2026eventBG-Demo webinar
+44
- 16 May 2026email threadInvitation: BG-Demo webinar on Thursday 21 May 2026
- 13 May 2026email threadFollowing up on our call and the Starter expansion
- 12 May 2026email threadAstley Brook: three weeks in, and a thought on a case study
- 11 May 2026callMossbrook Data Partners / BG-Demo – Proposal
- 6 May 2026email threadInvoice INV-228-0003
- 6 May 2026invoiceINV-228-0003
- 5 May 2026email threadExpansion confirmed and next steps
+2
- 5 May 2026documentMossbrook Data Partners - Order Form (signed)
- 1 May 2026callMossbrook Data Partners / BG-Demo – Negotiation
+2
- 30 Apr 2026email threadTime to go through the proposal
- 30 Apr 2026email threadOrder form for signature
- 30 Apr 2026documentMossbrook Data Partners - Proposal
- 28 Apr 2026dealMossbrook Data Partners – Expansion
- 27 Apr 2026documentMossbrook Data Partners - Proposal v1
- 24 Apr 2026email threadFinding time to talk through the renewal
- 17 Apr 2026ticketDuplicate records showing in answers
- 14 Apr 2026ticketAnswers missing records after nightly refresh
- 8 Apr 2026email threadFollow-up from our QBR call
+1
- 7 Apr 2026callMossbrook Data Partners / BG-Demo – QBR
+1
- 6 Apr 2026documentMossbrook Data Partners - QBR
- 1 Apr 2026email threadBooking our next review
- 27 Mar 2026ticketHow do I give a new schema read-only access?
- 17 Mar 2026email threadCheck-in notes and next steps
- 16 Mar 2026callMossbrook Data Partners / BG-Demo – Check In
- 10 Mar 2026email threadScheduling our next check-in
- 26 Feb 2026ticketFeature request: a reusable set-up template for referred clients
- 24 Feb 2026eventRevenue leaders roundtable
+54
- 23 Feb 2026email threadAstley Brook: where are we?
+1
- 12 Feb 2026email threadRevenue leaders roundtable, London
- 6 Feb 2026email threadInvitation: Revenue leaders roundtable in London
- 2 Feb 2026callMossbrook Data Partners / BG-Demo – Check In
- 27 Jan 2026email threadQuick check-in: time this week?
- 5 Jan 2026email threadMossbrook catch-up: notes and next steps
+2
- 2 Jan 2026callMossbrook Data Partners / BG-Demo – QBR
+2
- 1 Jan 2026documentMossbrook Data Partners - QBR
- 22 Dec 2025email threadFinding a time for the Mossbrook review
- 16 Dec 2025callMossbrook Data Partners / BG-Demo – Training
- 10 Dec 2025email threadTraining session for the Mossbrook team
- 1 Dec 2025callMossbrook Data Partners / BG-Demo – Check In
- 28 Nov 2025ticketDuplicate client records in the account view
- 25 Nov 2025email threadQuick check-in on how the team is getting on
- 18 Nov 2025email threadIntroduction: Leanne Partington at Astley Brook Packaging
- 5 Nov 2025documentMossbrook Data Partners - Success Plan
- 3 Nov 2025callMossbrook Data Partners / BG-Demo – Check In
- 28 Oct 2025documentPartner data access schedule
- 27 Oct 2025email threadQuick check-in on how Mossbrook is getting on
- 21 Oct 2025documentImplementation and referral partner agreement
- 16 Oct 2025eventBG-Demo webinar
+35
- 13 Oct 2025callMossbrook Data Partners / BG-Demo – Training
- 7 Oct 2025email threadTraining session for your consultants
- 7 Oct 2025callMossbrook Data Partners / BG-Demo – Exec Sponsor
+2
- 2 Oct 2025email threadFinding time to talk about an executive sponsor
- 29 Sep 2025ticketRole grants for the new warehouse
- 29 Sep 2025callMossbrook Data Partners / BG-Demo – Onboarding
- 25 Sep 2025email threadOnboarding session: finding a time
- 25 Sep 2025email threadInvitation: BG-Demo webinar on Thursday 16 October 2025
- 23 Sep 2025eventRevenue leaders roundtable
+46
- 22 Sep 2025callMossbrook Data Partners / BG-Demo – Onboarding
- 19 Sep 2025email threadMossbrook and B-Viz: referring clients and consulting on implementations
- 18 Sep 2025ticketBlank page when opening a search result
- 17 Sep 2025email threadOnboarding follow-up: session plan
- 15 Sep 2025callMossbrook Data Partners / BG-Demo – Onboarding
- 12 Sep 2025email threadInvitation: Revenue leaders roundtable in London
- 9 Sep 2025email threadOnboarding session: scheduling
- 8 Sep 2025email threadKickoff follow-up: actions and Snowflake set-up
+2
- 5 Sep 2025callMossbrook Data Partners / BG-Demo – Kickoff
+2
- 3 Sep 2025documentMossbrook Data Partners - Onboarding Plan
- 1 Sep 2025email threadKickoff scheduling for the B-Viz implementation
- 29 Aug 2025email threadInvoice for your B-Viz Starter subscription
- 29 Aug 2025invoiceINV-228-0002
- 18 Aug 2025email threadInvoice INV-228-0001 for Mossbrook Data Partners
- 18 Aug 2025invoiceINV-228-0001
- 15 Aug 2025documentMossbrook Data Partners - Order Form (signed)
- 15 Aug 2025documentMossbrook Data Partners - Data Processing Agreement (signed)
- 15 Aug 2025documentMossbrook Data Partners - Master Services Agreement (signed)
- 13 Aug 2025email threadOrder form for signature
- 7 Aug 2025email threadMossbrook and B-Viz: where we've got to after today's call
+2
- 7 Aug 2025callMossbrook Data Partners / BG-Demo – Negotiation
+2
- 5 Aug 2025documentMossbrook Data Partners - Master Services Agreement v2
- 1 Aug 2025email threadFollowing up on the Starter proposal
- 31 Jul 2025email threadFinding time to talk through terms
- 30 Jul 2025callMossbrook Data Partners / BG-Demo – Proposal
- 28 Jul 2025documentMossbrook Data Partners - Proposal
- 23 Jul 2025documentMossbrook Data Partners - Proposal v1
- 22 Jul 2025email threadBooking time to go through the proposal
- 21 Jul 2025email threadFollow-up after the demo
+2
- 18 Jul 2025callMossbrook Data Partners / BG-Demo – Demo
+2
- 14 Jul 2025email threadGetting the demo in the diary
- 10 Jul 2025email threadFollow-up from our discovery call
- 10 Jul 2025callMossbrook Data Partners / BG-Demo – Discovery
- 7 Jul 2025email threadScheduling a discovery call
- 26 Jun 2025dealMossbrook Data Partners – New
- 20 Mar 2025eventBG-Demo webinar
+28
- 15 Mar 2025email threadInvitation: BG-Demo webinar on Thursday
Contacts
Evidence trail
Updated 9 Oct 26Mossbrook Data Partners' pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 115 AI summaries of 122 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 14 people (14 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 15 pages. 1 AI record in this trail is not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Mossbrook Data Partners / BG-Demo – Discovery entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
- product_analytics/tenants.csv org_228 raw row
- call_recorder/calls.csv call_228_001 raw row
- Mossbrook Data Partners entity
- Mossbrook Data Partners / BG-Demo – Demo entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
- product_analytics/tenants.csv org_228 raw row
- call_recorder/calls.csv call_228_002 raw row
- Mossbrook Data Partners entity
- Mossbrook Data Partners / BG-Demo – Proposal entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
- product_analytics/tenants.csv org_228 raw row
- call_recorder/calls.csv call_228_003 raw row
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- AI opinion page block
- Mossbrook Data Partners healthy AI record
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- +7 more
- Mossbrook Data Partners entity
- Mossbrook Data Partners – Expansion entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Renewal entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- facts.arr_monthly:org_228 facts table
- Mossbrook Data Partners – New entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Expansion entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Renewal entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- INV-228-0001 entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners – New entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Expansion entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Renewal entity
- Mossbrook Data Partners entity
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- crm/companies.csv org_228 raw row
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- Mossbrook Data Partners entity
- INV-228-0001 entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners – New entity
- INV-228-0001 entity
- Mossbrook Data Partners entity
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- accounting/payments.csv pay_228_001 raw row
- Mossbrook Data Partners entity
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- Mossbrook Data Partners – New entity
- Starter renewal: £26,000 CRM gap to explain AI record
- Mossbrook Data Partners / BG-Demo – Renewal entity
- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- Mossbrook Data Partners entity
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- product_analytics/tenants.csv org_228 raw row
- Mossbrook Data Partners / BG-Demo – QBR entity
- +33 more
- Mossbrook contracts: Starter renewal executed AI record
- Mossbrook Data Partners healthy AI record
- ARR journey page block
- facts.arr_monthly:org_228 facts table
- Mossbrook Data Partners – New entity
- Mossbrook Data Partners entity
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- crm/deal_line_items.csv deal_228_01:2 raw row
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Expansion entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
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- crm/deal_stage_history.csv deal_228_02:2 raw row
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- Mossbrook Data Partners entity
- Mossbrook Data Partners – Renewal entity
- Mossbrook Data Partners entity
- accounting/customers.csv org_228 raw row
- crm/companies.csv org_228 raw row
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- crm/deal_line_items.csv deal_228_03:2 raw row
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- Mossbrook Data Partners entity
- INV-228-0001 entity
- Mossbrook Data Partners entity
- Mossbrook Data Partners entity
- +1 more
- Mossbrook Data Partners – New entity
- facts.arr_monthly:org_228 facts table
- AI facts page block
- Contacts page block
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- Open deals (computed from the records; nothing to show yet) page block
- Documents page block
- +14 more
- Finance read page block
- hero page block
- 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 page block
- Usage read page block