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Fewston Heating Supplies

Prospect£0Proposal · £62k/yr

AI facts

As at Fri 9 Oct 2026

Fewston Heating Supplies is a prospect with no order form, no invoices and no ARR. The 5 Oct 2026 proposal offers the Growth tier at £50k a year, with a £62k first-year total including implementation. There is no platform tenant or usage on record. One open new-business deal sits at the CRM proposal stage for £62k, expected to close on 20 Nov 2026. A negotiation call with Michael Dinsdale is booked for 20 Oct 2026.

Read from 5 calls · 5 email threads · 1 deals · 5 people · 3 documents, newest 6 Oct 26

Profile

Updated 9 Oct 26
  • IndustryBuilding materials distributionSource: CRM company record
  • Websitefewston.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHarrogateSource: CRM company record
  • Size1,100 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Prospect, because nothing is signed and the open Growth deal is still at proposal stage. Lisa Dewhirst backs it but holds no budget, and the IT review is unfinished. Michael Dinsdale rejected 20 Nov 2026 as a decision date. The Monday spreadsheet offers a measurable value case.

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

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Fewston Heating Supplies – New · new deal · Expected close 20 Nov 2026 · Owner Lewis Kerr
  • Last contact6 Oct 2026Call: Fewston Heating Supplies / BG-Demo – Proposal · 3 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr sends Michael Dinsdale a revised Growth proposal with the connector commitment settled, the all-in cost and VAT stated, and the Monday spreadsheet value case, ahead of the 20 Oct 2026 negotiation call. proposal
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should send Michael Dinsdale a revised Growth proposal before the 20 Oct 2026 negotiation call. It should settle the connector commitment, show the all-in cost and carry the Monday spreadsheet value case, because Michael is wary of hidden cost.

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

The story

As at Fri 9 Oct 2026
Prospect

Prospect: nothing executed. The 5 Oct 2026 proposal offers Growth at £50k a year, £62k first-year total. Champion Lisa Dewhirst holds no budget, the IT review is open, and a negotiation call with Michael Dinsdale is booked for 20 Oct 2026.

Prospect: Fewston Heating Supplies has no executed order form, invoices or ARR. The 5 Oct 2026 proposal offers Growth at £50k a year. The CRM's open deal is £62k including implementation, expected to close 20 Nov 2026.

There is no platform tenant, so there is no usage to read. Lisa Dewhirst, Head of Trade Customers, joined all four calls and backs Growth but holds no budget. Michael Dinsdale, Managing Director, decides.

The IT review is still open, and the latest proposal leaves the connector commitment unsettled. Michael rejected 20 Nov 2026 as a decision date and is wary of hidden cost.

Lewis Kerr sends Michael a revised Growth proposal by 9 Oct 2026, settling connectors and showing the all-in cost. The negotiation call with Michael, Diane Hirst and Owen Tallis is booked for 20 Oct 2026 at 10:30.

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 open deal

Standing No invoices

Fewston Heating Supplies has no order form, no ARR and no invoices. One open new-business Growth deal sits at proposal stage, expected to close on 20 Nov 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • One open Growth deal at proposal stage
  • Expected close 20 Nov 2026
The analysis

Recurring revenue: none. No order form has started, so there is no ARR, and the CRM ARR and invoiced run rate are both £0.

Next commitment: none contracted. The open deal is expected to close on 20 Nov 2026.

Billing: no invoices have been issued, so there is nothing paid, overdue or disputed.

Deals: the open new-business Growth deal is at proposal stage, with a deal amount of £62k and an annual value of £50k. It was created on 24 Jul 2026 and is owned by Lewis Kerr, who is active in HR. It is not closed won.

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. Q1 2025

    Q1 2025: one roundtable invitation, no reply

    One read in the period: on 2 Feb 2025 Sofia Marchetti invited Diane Hirst to a London revenue leaders roundtable on 25 Feb 2025. The thread holds no customer response, so interest and attendance are not shown.

    The analysis

    Single read: the period holds one email thread, an outbound invitation and nothing else.

    Invitation: on 2 Feb 2025 Sofia Marchetti invited Diane Hirst, a credit control manager, to an in-person roundtable in London on 25 Feb 2025. The topic was getting one clear view of a customer account, and Sofia said there was no sales pitch.

    Customer view: none recorded. The thread is a single outbound message, so Diane's interest and attendance are not shown.

    Open at the end: Sofia offered to send joining details if Diane replied, or to keep her in mind for the next roundtable. The evidence does not show a reply. The read sees a credit control contact as a possible route into a wider conversation about one view of an account.

    Made from 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

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

DealStageAmountClose
Fewston Heating Supplies – Newproposal£62,00020 Nov 2026

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

Fewston Heating Supplies' pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 16 AI summaries of 17 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 5 people (5 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 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 · Documents · 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

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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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