B-Viz
Plum Grove Staffing logo

Plum Grove Staffing

Healthy£22kRenews 20 Jul 27

AI facts

As at Fri 9 Oct 2026

Plum Grove Staffing holds a B-Viz Starter order form signed on 6 Jul 2026 at £22k a year, running 20 Jul 2026 to 19 Jul 2027, plus a £6,000 implementation. Active users went from 3 in Jul 2026 to 10 in Sep 2026 (233%), against 15 licensed users. Renewal falls on 20 Jul 2027, 284 days away, at £22k, and no deals are open. Brianna Hollis asked 62% of questions in the last 90 days.

Read from 8 calls · 7 email threads · 1 deals · 8 people · 7 documents, newest 1 Sep 26

Profile

Updated 9 Oct 26
  • IndustryRecruitmentSource: CRM company record
  • Websiteplumgrove.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size90 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Marcus Bell
  • Customer since20 Jul 2026Source: first executed order form ctr_251_01, signed 6 Jul 2026 · Starter tier · In the CRM since 22 Apr 2026
  • 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 2026

Healthy, because usage is climbing fast and both invoices are paid within terms, with no tickets on record. Adoption still rests on Brianna Hollis as the only active admin, and the timesheet feed needed fixes. Widening use to finance is the clearest opportunity.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_251_01, 20 Jul 2026 to 19 Jul 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal20 Jul 2027Basis: order form ctr_251_01 ends 19 Jul 2027 · In 284 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term20 Jul 2026 to 19 Jul 2027Source: order form ctr_251_01 (new), signed 6 Jul 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact1 Sep 2026Call: Plum Grove Staffing / BG-Demo – Training · 38 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jul 2026 · 3 connectors configured
  • Licensed seats1510 active users in Sep 2026 · Order form ctr_251_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell takes Monique Jefferson the options for connecting worker records and books the finance walkthrough on the invoice view, naming a second admin alongside Brianna Hollis. upsell
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell and Hamza Akhtar should bring Monique Jefferson an answer on worker records and book the finance session on the invoice view. Brianna Hollis is the only active admin and asks 62% of questions, and nobody has spoken to the customer since 1 Sep 2026.

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

The story

As at Fri 9 Oct 2026
Healthy

Healthy: a paid-up Starter customer at £22k a year. Questions rose from 33 to 468 between Jul 2026 and Sep 2026, but Brianna Hollis, the only active admin, asks 62% of them. Marcus Bell is to widen use to finance and name a second admin.

Healthy: Plum Grove Staffing holds an executed Starter order form, signed 6 Jul 2026, at £22k a year from 20 Jul 2026 to 19 Jul 2027. Both invoices are paid within terms, and renewal on 20 Jul 2027 is at an unchanged £22k.

Active users rose from 3 in Jul 2026 to 10 in Sep 2026, and questions rose from 33 to 468. Brianna Hollis, the only active admin, asks 62% of questions, while Monique Jefferson, the champion, verified invoice answers on 1 Sep 2026.

No tickets are on record. Worker records are not connected, and nobody has spoken to the customer since 1 Sep 2026. Dennis Mrozek's price worry means the renewal needs a value case.

Marcus Bell takes Monique the worker-records options and books the finance walkthrough with Gloria Zamora, naming a second admin, by 9 Oct 2026. Jordan Pike starts the value case for Dennis.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJul 26Aug 26Sep 26new£22k£22kJul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One 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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_251.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k, all paid

Standing Paid upARR Steady

Plum Grove Staffing has £22k contracted ARR on one executed Starter order form from Jul 2026. Both invoices are paid within terms. Renewal is on 20 Jul 2027 at an unchanged £22k.

  • ARR £22k since Jul 2026, no movement
  • Both invoices paid within terms
  • Renewal 20 Jul 2027 at unchanged £22k
The analysis

Recurring revenue: ARR began in Jul 2026 as new business of £22k and has not moved since. The executed Starter order form runs 20 Jul 2026 to 19 Jul 2027 with 15 seats and 4 connectors, no discount.

Next commitment: Renewal falls on 20 Jul 2027, 284 days after the as-of date. The price-book rule gives £22k against £22k today, a change of +£0.

Billing: INV-251-0001 (£6,000 net) and INV-251-0002 (£22k net) are both paid within terms. Nothing is overdue, disputed or credited. CRM ARR, the invoiced run rate and order-form ARR all show £22k.

Deals: The one deal is a new Starter deal, closed won on 6 Jul 2026, owned by Jordan Pike, who is active in HR. No deals are open.

Made from 1 deal · 2 fact tables · 2 invoices

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 proposal heading to signature

    Plum Grove Staffing moved from discovery to a Starter proposal at £28k between May and June 2026. Operations is keen, but the president and finance worry about paying for unused software. Signature was targeted for 6 Jul 2026.

    The analysis

    Discovery: On 11 May 2026 Monique Jefferson described matching orders and invoices by hand across three systems. A prior reporting tool failed after a month, so she will reject anything she has to babysit.

    Demo: On 22 May 2026 Theo Gallagher demoed B-Viz on the billing export, and Monique found it closer than expected. Brianna Hollis needs the security pack and source list for IT, and pay-rate access was unresolved.

    Proposal: On 8 Jun 2026 Jordan Pike walked Monique through a Starter proposal at £28k total. Finance wants to know what happens if the tool is unused, and Jordan offered an adoption check at the first review.

    Follow-up: On 10 Jun 2026 Monique replied that she was mostly happy with the scope. She named no open points, only that IT must be consulted.

    Negotiation: On 24 Jun 2026 Owen Tallis held the £28k total with Dennis Mrozek and Gloria Zamora. Dennis said his worry is the price, not the need, and Gloria wants set-up shown separately on the invoice.

    Open at the end: The proposal is an open item, not a contract. The evidence does not show whether the order form was sent or signed, and IT sign-off and invoice wording were still open.

    Made from 4 calls · 1 email thread

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
10of 15 included on the tier
Questions asked · Sep 26
468
Connectors configured · Sep 26
3of 4 included on the tier
Active admins · Sep 26
1
Data volume · Sep 26
0.9 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00825015500Jul 26Aug 26Sep 26Included users (15)1546810Jul 26: Active users 3; Licensed seats 15; Questions asked 33Aug 26: Active users 7; Licensed seats 15; Questions asked 119Sep 26: Active users 10; Licensed seats 15; Questions asked 468

Questions 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 10; Licensed seats 15; Questions asked 468. Basis: product usage, facts.usage_monthly:org_251, signals:org_251.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 2631533
Aug 26715119
Sep 261015468
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.5 GB41.0 GBJul 26Aug 26Sep 26Included connectors (4)0.9 GB31Jul 26: Connectors configured 1; Active admins 1; Data volume 0.29 GBAug 26: Connectors configured 2; Active admins 1; Data volume 0.60 GBSep 26: Connectors configured 3; Active admins 1; Data volume 0.92 GB

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 3; Active admins 1; Data volume 0.9 GB. Basis: product usage, facts.usage_monthly:org_251, signals:org_251.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 26110.29 GB
Aug 26210.60 GB
Sep 26310.92 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since August 2026

Direction Rising

Usage is rising: questions went from 249 to 452 (+82%) over the last 4 weeks against the 4 before. One person asks 62% of questions, so the growth rests on one admin.

  • Questions up 249 to 452 (+82%) over the last 4 weeks
  • Brianna Hollis, the only active admin, asks 62% of questions
  • 10 of 15 seats active; 3 of 4 connectors configured
The analysis

Recent weeks: Questions in the last 4 weeks were 452 against 249 in the 4 before (+82%), and average daily active users rose from 1.8 to 3.2 (+78%). The week ending 9 Oct 2026 was the busiest of the 13 with 122 questions, and the last three weeks have been level at a high base.

Trend: The tenant began in July 2026. Questions rose from 33 in July 2026 to 468 in September 2026, and every measure peaked in September 2026. A third connector was added on 29 Sep 2026.

Who uses it: Brianna Hollis is the only active admin and asks 485 of 786 questions (62%) over the last 90 days. Vanessa Alvarado follows with 84 (11%). That is a key-person risk.

Against the order form: September 2026 had 10 active users against 15 seats on the Starter order form (67%), and 3 connectors configured against 4 contracted.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

7 documents in 3 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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

No open deals.

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

Plum Grove Staffing's pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 22 AI summaries of 25 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 8 people (8 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Email · Usage

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.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only