AI facts
As at Fri 9 Oct 2026Hepscott Recruitment held a Starter subscription at £20k per year for 15 users under the order form signed 7 Aug 2024, with a term from 30 Aug 2024 to 29 Aug 2025. No later order form is held, and the second renewal deal was closed lost with the reason budget. No questions were asked in the last 12 months, and the last day of usage was 29 Aug 2025. The CRM still shows a Customer stage and £20k ARR.
Profile
Updated 9 Oct 26- IndustryRecruitmentSource: CRM company record
- Websitehepscott.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityNewcastle upon TyneSource: CRM company record
- Size70 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
- Customer since30 Aug 2023Source: first executed order form ctr_255_01, signed 16 Aug 2023 · Starter tier · In the CRM since 7 Jul 2023
- TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage customer · 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 last Starter order form ended on 29 Aug 2025 with no renewal, the renewal deal was lost on budget, and every listed platform user was deactivated that day. Geoff Lamb wanted proof of use before signing. A win-back would need that value case.
Key facts
Updated 9 Oct 26- Contracted ARR£0differsSource: executed order forms · CRM £19,500 · Invoiced run rate £0 · As of 9 Oct 2026 · The sources disagree
- TierStarterSource: deal_255_02
- Last contact28 Jul 2025Call: Hepscott Recruitment / BG-Demo – Renewal · 438 days before 9 Oct 2026
- Tenanteu-west-2Source: product analytics, reporting since Aug 2023 · 3 connectors configured
- Licensed seats1512 active users in Sep 2026
Next step
As at Fri 9 Oct 2026- What
- Tom Ashdown contacts Geoff Lamb to obtain Hepscott Recruitment's return-or-delete instruction under the signed DPA and, in the same conversation, opens a win-back discussion built on a proof-of-use value case. Re engage
- Who
Tom Ashdown
- When
- This week by 9 Oct 2026
- Why
- Tom Ashdown should ask Geoff Lamb for Hepscott Recruitment's return-or-delete instruction under the signed DPA, close the tenant and CRM record properly, and use the same conversation to test a win-back on his proof-of-use objection.
The story
As at Fri 9 Oct 2026Lost: Hepscott Recruitment's Starter order form ended on 29 Aug 2025 with no renewal, and the renewal deal was closed lost on budget. Usage stopped that day. The CRM still shows Customer at £20k ARR, and the DPA return-or-delete duty is still open.
Lost: Hepscott Recruitment's last Starter order form, £20k per year for 15 users, ended on 29 Aug 2025 with no renewal, and the renewal deal was closed lost on budget. The CRM stage still shows Customer with £20k ARR.
Questions fell from 2,833 in the year before the term ended to 0 in the last 12 months, with no usage since 29 Aug 2025. Nathan Kerr asked the largest share, 20%, and all eight listed contacts were deactivated that day.
On the 28 Jul 2025 renewal call, Geoff Lamb, the Managing Director, said he would not sign off something unused. The signed DPA's return-or-delete duty remains open, and the tenant still reports 12 active users and 3 connectors.
Tom Ashdown should contact Geoff for the return-or-delete instruction, correct the CRM record to churned and test a win-back built on a proof-of-use value case, by 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 (Aug 25): Contracted ARR £0; Invoiced ARR £0. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_255.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Aug 23 | £19,500 | £19,500 |
| Sep 23 | £19,500 | £19,500 |
| Oct 23 | £19,500 | £19,500 |
| Nov 23 | £19,500 | £19,500 |
| Dec 23 | £19,500 | £19,500 |
| Jan 24 | £19,500 | £19,500 |
| Feb 24 | £19,500 | £19,500 |
| Mar 24 | £19,500 | £19,500 |
| Apr 24 | £19,500 | £19,500 |
| May 24 | £19,500 | £19,500 |
| Jun 24 | £19,500 | £19,500 |
| Jul 24 | £19,500 | £19,500 |
| Aug 24 | £19,500 | £19,500 |
| Sep 24 | £19,500 | £19,500 |
| Oct 24 | £19,500 | £19,500 |
| Nov 24 | £19,500 | £19,500 |
| Dec 24 | £19,500 | £19,500 |
| Jan 25 | £19,500 | £19,500 |
| Feb 25 | £19,500 | £19,500 |
| Mar 25 | £19,500 | £19,500 |
| Apr 25 | £19,500 | £19,500 |
| May 25 | £19,500 | £19,500 |
| Jun 25 | £19,500 | £19,500 |
| Jul 25 | £19,500 | £19,500 |
| Aug 25 | £0 | £0 |
Finance read
As at Fri 9 Oct 2026Churned Aug 2025, CRM still shows £20k
Recurring revenue ended when the last Starter order form expired on 29 Aug 2025. The CRM still shows £20k and a Customer stage, but the invoiced run rate and order-form ARR are £0. The renewal deal was lost on budget.
- Churned: last order form ended 29 Aug 2025
- CRM overstates ARR by £20k and shows Customer
- Renewal deal lost, reason budget
- All three invoices were paid late
The analysis
Recurring revenue: ARR peaked at £20k under the Starter order forms and fell to £0 in Aug 2025 as churn. The last order form ended 29 Aug 2025.
Next commitment: There is none. No order form is live and no renewal is booked.
Billing: Three invoices were issued and all are paid, none within terms. They were paid 23, 59 and 43 days after their due dates. The CRM ARR of £20k is £20k above the invoiced run rate of £0. The order forms are the truth, so the account has churned.
Deals: The new deal and the first renewal deal are closed won. The second renewal deal is closed lost with the reason budget. Their owner, Tom Ashdown, is active in HR.
Made from 3 deals · 2 fact tables · 3 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.
- Q3 2025
Q3 2025: Starter renewal and a stale source
Three reads: a Starter renewal call at £20k where Geoff Lamb wanted proof of use, and two July tickets, one on new-user sign-in and one on a connected source that stopped updating after a system change.
The analysis
Support: On 7 Jul 2025 Nichola Hogg asked how to set up sign-in for a new office colleague. The first response took 651 minutes, and the ticket was solved on 17 Jul 2025 without the steps being recorded.
Support: On 10 Jul 2025 Chantelle Errington reported that a connected source had stopped updating after the customer changed a system. Olivia Grant asked for no other changes, and the ticket was solved on 22 Jul 2025 without the fix being recorded.
Renewal: On the 28 Jul 2025 call, Tom Ashdown proposed a Starter renewal at the same £20k from 30 Aug 2025, with signing by 18 Aug 2025. Geoff said he would not sign off something unused, while Nichola said the consultants use B-Viz daily.
Commercial: Nichola said fifteen licences are enough and wants the notes issue sorted before adding anything. Irene Coulson asked for the renewal invoice earlier, as the purchase order had to be chased last time.
Open at the end: The order form, the written confirmation of invoice timing and the shared tracker were not shown as done. The notes issue and the cause of the stale source remain unexplained in the reads.
Hepscott Recruitment / BG-Demo – RenewalConnected source has stopped updatingSetting up sign-in for a new team memberMade from 1 call · 2 tickets
- Q2 2025
Q2 2025: Starter renewal ahead, data doubts
Five reads: a positive May check-in, a renewal request with no reply, and three user tickets on exports, a second admin and duplicate candidates. Older notes missing and duplicates raise data-trust questions before the 29 Aug 2025 term end.
The analysis
Support: On 9 Apr 2025 Chantelle Errington asked how to export consultants' most used searches for a monthly report. The ticket was closed on 19 Apr 2025, and the record does not show the steps being sent.
Check-in: On 16 May 2025 Daniel Okafor met Operations Manager Nichola Hogg. She said consultants value candidate history, but older notes, which she guesses predate the system migration, do not come through.
Usage: About three people log in most days and others ask Nichola. She sees no need for more than fifteen licences, and wants candidate notes to match the placements list.
Support: On 15 May 2025 Chantelle asked how to add a second admin so someone in finance could manage settings. It was closed on 27 May 2025, and the record does not show whether the admin was added.
Renewal: On 30 May 2025 Daniel wrote to Geoff Lamb about the Starter renewal at £20k for 15 users, ending 29 Aug 2025. He asked for a call before 18 Aug 2025 and there was no reply.
Support: On 23 Jun 2025 Chantelle reported the same candidate appearing twice in answers, and said it was not a single case. The ticket was closed on 11 Jul 2025 and the cause is not shown.
Open at the end: The missing older notes, the duplicates, Geoff's renewal view and the session date Daniel owed Nichola. The MD had not yet looked at renewal terms.
Hepscott Recruitment / BG-Demo – Check InYour Starter renewalExporting most used searches for a monthly reportAdding a second adminSame candidate appearing twice in answersMade from 1 call · 1 email thread · 3 tickets
- Q1 2025
Q1 2025: two minor tickets, both solved
Two support tickets in the quarter, both solved. A how-to question on the default chat page in January, and a morning slowness report in February. The record shows neither cause nor fix for the slowness.
The analysis
Support, 17 Jan 2025: Chantelle Errington could not find how to set the default page when the chat opens, and her team kept asking her. Connor Webb replied the same day and asked which admin account she used.
Support, 10 Feb 2025: the how-to ticket was solved, but the record does not show the setting or her answer. Chantelle is read as a champion.
Support, 10 Feb 2025: Nichola Hogg reported pages loading slowly for a few days, mostly in the morning, and asked whether anything on the customer side was the cause. Bethan Lister asked for timings of a few page loads.
Support, 12 Feb 2025: the slowness ticket was solved. The record does not show the cause or the fix, and the first response took 325 minutes. The tier's service level is not in the record, so that time is not judged against one.
Open at the end: the evidence does not show whether morning page loads returned to normal, nor the default chat page setting. Both reads suggest a follow-up with the customer. There were no calls, emails or news items in the period.
Made from 2 tickets
- Q4 2024
Q4 2024: unpaid invoice and a stalled connector
Five reads: a vague reply to a second payment reminder on a £23k invoice, a connector that stopped at sign-in, and three routine requests from the champion and an Operations Manager. No value dispute shown.
The analysis
Payment: On 7 Oct 2024 Nell Ashcombe sent a second reminder on the unpaid £23k invoice. Irene Coulson replied on 8 Oct 2024 that she would confirm a date, but gave none and no reason.
Support: On 8 Oct 2024 Chantelle Errington reported that the connector had sent no updates since the previous Monday. Bethan Lister reproduced a sign-in failure and asked for a re-authorisation; the ticket was solved 9 Oct 2024 and closed 13 Oct 2024, without her confirmation shown.
Requests: On 21 Oct 2024 Chantelle asked for a weekly activity view by consultant and said the team likes searching across calls and emails. On 12 Nov 2024 Nichola Hogg, an Operations Manager, asked for an export of pages with owners; both went to the product team with no roadmap answer shown.
How-to: On 28 Nov 2024 Chantelle asked how to give a new starter the same pages. On 3 Dec 2024 she said a second colleague still could not see the expected pages and asked for a call; the ticket was solved 9 Dec 2024.
Open at the end: No payment date is shown for the invoice. The connector re-authorisation, the example columns for the export, the second colleague's access and any call outcome are not shown.
Second reminder on the August invoiceConnector has stopped updatingFeature request: weekly activity view by consultantFeature request: export a list of pages with ownersHow do I set up a new starter with the same pages?Made from 1 email thread · 4 tickets
- Q3 2024
Q3 2024: Starter renewal agreed, invoice unpaid
Hepscott Recruitment agreed a Starter renewal at £20k on 18 Jul 2024 and the order form went out on 5 Aug 2024. The £23k invoice was unpaid after its due date, and signature of the order form is not shown.
The analysis
Support: Chantelle Errington reported slow candidate pages on a client screening day (ticket opened 3 Jul 2024). It was solved 4 Jul 2024 and closed 8 Jul 2024, though she said on 4 Jul 2024 it was still slow and no cause is recorded.
Renewal: On the 18 Jul 2024 call, Geoff Lamb, the Managing Director, was content to renew Starter at £20k provided the paperwork was clean. He wanted no surprises on the number and no price rise without a reason.
Commercial: Nichola Hogg said fifteen seats are enough, so there was no upsell. The spring mailbox connector issue was closed and has not returned.
Order form: On 5 Aug 2024 Tom Ashdown sent Geoff the order form at £20k for 15 licensed users, asking for it back by 7 Aug 2024. Geoff said he would pass it to finance.
Billing: Nell Ashcombe sent Irene Coulson the invoice on 16 Aug 2024, totalling £23k and due 15 Sep 2024. She chased on 23 Sep 2024 because it was unpaid.
Open at the end: No signed order form is shown, and neither billing thread has a customer reply. The reason for non-payment is not shown. The candidate page timings and query finding had not been sent to Chantelle.
Hepscott Recruitment / BG-Demo – RenewalOrder form for your renewalInvoice for your subscriptionPayment reminderCandidate pages very slow to loadMade from 1 call · 3 email threads · 1 ticket
- Q2 2024
Q2 2024: two data tickets, renewal opened
Two data-quality tickets from Chantelle Errington were solved without a recorded cause or fix. Daniel Okafor opened the renewal early on 31 May 2024 at £20k; Geoff Lamb had not replied.
The analysis
Support: On 19 Apr 2024 Chantelle Errington reported a candidate status that was stale in search. The nightly refresh had completed on time, and engineering was asked to check the write.
Support: The ticket was solved 26 Apr 2024 and closed 30 Apr 2024. The record does not show what engineering found.
Engagement: On 21 Apr 2024 Nell Ashcombe invited Nichola Hogg and her team to a webinar on 16 May 2024. There was no customer response, so interest is unknown.
Support: On 21 May 2024 Chantelle reported wrong job titles on candidate records, such as a senior recruiter listed as a trainee. BG-Demo traced it to the source mapping and passed it to Arjun Nair.
Support: The ticket was solved 31 May 2024 and closed 4 Jun 2024. The record does not show a fix to the mapping.
Renewal: On 31 May 2024 Daniel Okafor wrote to Geoff Lamb, the Managing Director. The term runs to 29 Aug 2024 and the renewal amount is £20k. He asked whether users or teams had changed and introduced Tom Ashdown as commercial contact.
Open at the end: Geoff had not replied, so his position on renewal and price is not shown. The causes of the stale status and the title fix were unconfirmed, and the renewal outcome is not in the period.
Your subscription renewalCandidate status out of date in searchWrong job titles on some candidate recordsCome along to our webinar on Thursday 16 May 2024Made from 2 email threads · 2 tickets
- Q1 2024
Q1 2024: positive check-ins, one heavy user
Four reads: a scheduling email, a Starter check-in call and two routine tickets. Nichola Hogg was positive and wants the renewal settled early. Most questions come from one colleague, a key-person risk.
The analysis
Check-in: On 24 Jan 2024 Daniel Okafor asked Nichola Hogg, the Operations Manager, for a short check-in. She said B-Viz is going well on the whole and asked for next week, giving no detail on usage or value.
Call: On 1 Feb 2024 Nichola attended the check-in alone and reported daily use. Consultants use B-Viz before they ring a client, and finance asks about invoices now and then.
Risk: Most questions come from one resourcing colleague. Nichola was not sure the rest of the desk would pick it up if she were away.
Renewal: Nichola asked to sort the renewal well before the end of August and said the managing director dislikes surprises. Daniel promised options by the end of the month and a Thursday afternoon diary slot.
Support: On 15 Feb 2024 Chantelle Errington asked for a new consultant to get the team's access before a Monday start. The ticket was solved 22 Feb 2024, but the record does not show the access was set up.
Support: On 18 Mar 2024 Chantelle asked where the export option sits on the pages view. Solved 26 Mar 2024, with a first reply 817 minutes after opening.
Open at the end: Renewal options from Daniel, the question logs review with Nichola, and wider use across the desk. The managing director was not on the call.
Hepscott Recruitment / BG-Demo – Check InChecking in on how the team is getting onSetting up access for a new consultantHow to export a list from the pages viewMade from 1 call · 1 email thread · 2 tickets
- Q4 2023
Q4 2023: onboarding, tickets, slow invoice
Positive training call on 16 Oct 2023 while onboarding hit access, permission and duplicate-record problems. The £23k invoice due 29 Sep 2023 was chased three times with no payment date. No value complaint.
The analysis
Billing: On 6 Oct 2023 Nell Ashcombe chased Irene Coulson over the £23k subscription invoice dated 30 Aug 2023 and due 29 Sep 2023. Chases on 20 Oct 2023 and 13 Nov 2023 brought only replies that Irene was waiting on an internal response, with no payment date.
Support: Nichola Hogg's saved-search request was logged with the product team on 4 Oct 2023 and solved on 6 Oct 2023. The record does not show whether it was built.
Training: On 16 Oct 2023 Callie Brennan trained Nichola and Chantelle Errington on live data. Nichola called it the first thing in ages that had made the desk's life easier, and a new consultant onboarding page was built.
Onboarding: On 25 Oct 2023 Chantelle reported the first refresh had not run, waiting on IT to confirm source access. It was solved on 7 Nov 2023, and the record does not show when the refresh ran.
Faults: Two recruiters could open admin pages (reported 9 Nov 2023, solved 7 Dec 2023). A blank search results screen (24 Nov 2023) was escalated to Ewan Pryce and solved on 6 Dec 2023. Duplicate candidates in a saved view (13 Dec 2023) were logged with engineering.
Open at the end: The invoice had no payment date. The permission fix, the blank screen cause, the duplicate sync fix and the shared inbox folder scope are not confirmed in the records.
Hepscott Recruitment / BG-Demo – TrainingReminder: invoice still unpaidStill waiting on the August invoiceInvoice: payment still outstandingOnboarding status: first refresh not yet runningRecruiters can see pages they should notBlank screen on search results pageDuplicate rows in a saved viewMade from 1 call · 3 email threads · 5 tickets
- Q3 2023
Q3 2023: Starter sold, invoices unpaid
Hepscott went from discovery to a Starter order form at a £26k proposal total after price pushback. Onboarding began, but both invoices were unpaid or held by the end of September 2023, and no signed order form appears.
The analysis
Discovery: On 20 Jul 2023 Nichola Hogg and Geoff Lamb described scattered data and margin reports weeks late. Tom Ashdown pointed to Starter and gave no price.
Demo: On 27 Jul 2023 the demo on sample data landed well, with honest limits stated: no dashboards in Starter. Tom quoted a £26k proposal total that day.
Price: On 2 Aug 2023 Geoff said he feared a second-year surprise, and on 3 Aug 2023 he called £26k more than he had pencilled in. On 11 Aug 2023 Nell Ashcombe offered no cut, and Irene Coulson said cash was tighter than in the spring and asked for quarterly payment.
Order form: Tom sent the Starter order form on 14 Aug 2023. Geoff asked on 15 Aug 2023 for the start date and a breakdown; no signature appears in the reads.
Billing: The £7,200 implementation invoice dated 17 Aug 2023 was due 16 Sep 2023, and the £23k subscription invoice dated 30 Aug 2023 was due 29 Sep 2023. On 25 Sep 2023 Nell chased the first with no reply, and on 26 Sep 2023 Nichola said finance were holding an invoice pending a purchase order number.
Onboarding: Kickoff was on 5 Sep 2023 and Chantelle Errington joined on 11 Sep 2023, worried about manual ownership data. By 26 Sep 2023 the mailbox connector was live, but the desk was caught out by refresh timing.
Open at the end: Payment of both invoices, the signed order form, ownership data and the training call.
Hepscott Recruitment / BG-Demo – DiscoveryHepscott Recruitment / BG-Demo – NegotiationOrder form ready for signatureInvoice still showing as unpaidHepscott Recruitment / BG-Demo – OnboardingHepscott Recruitment / BG-Demo – KickoffMade from 7 calls · 9 email threads
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. Dashed upright lines mark dated events. Latest (Aug 25): Active users 12; Licensed seats 15; Questions asked 143. Basis: product usage, facts.usage_monthly:org_255, signals:org_255.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Aug 23 | 0 | 15 | 0 |
| Sep 23 | 8 | 15 | 72 |
| Oct 23 | 9 | 15 | 190 |
| Nov 23 | 11 | 15 | 226 |
| Dec 23 | 12 | 15 | 165 |
| Jan 24 | 12 | 15 | 244 |
| Feb 24 | 12 | 15 | 248 |
| Mar 24 | 12 | 15 | 228 |
| Apr 24 | 12 | 15 | 239 |
| May 24 | 12 | 15 | 253 |
| Jun 24 | 12 | 15 | 244 |
| Jul 24 | 12 | 15 | 277 |
| Aug 24 | 12 | 15 | 155 |
| Sep 24 | 12 | 15 | 241 |
| Oct 24 | 12 | 15 | 256 |
| Nov 24 | 12 | 15 | 247 |
| Dec 24 | 12 | 15 | 179 |
| Jan 25 | 12 | 15 | 261 |
| Feb 25 | 12 | 15 | 237 |
| Mar 25 | 12 | 15 | 244 |
| Apr 25 | 12 | 15 | 236 |
| May 25 | 12 | 15 | 250 |
| Jun 25 | 12 | 15 | 247 |
| Jul 25 | 12 | 15 | 280 |
| Aug 25 | 12 | 15 | 143 |
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 (Aug 25): Connectors configured 3; Active admins 1; Data volume 1.1 GB. Basis: product usage, facts.usage_monthly:org_255, signals:org_255.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Aug 23 | 0 | 0 | 0.00 GB |
| Sep 23 | 2 | 1 | 0.48 GB |
| Oct 23 | 3 | 1 | 0.74 GB |
| Nov 23 | 3 | 1 | 0.75 GB |
| Dec 23 | 3 | 1 | 0.77 GB |
| Jan 24 | 3 | 1 | 0.78 GB |
| Feb 24 | 3 | 1 | 0.79 GB |
| Mar 24 | 3 | 1 | 0.81 GB |
| Apr 24 | 3 | 1 | 0.82 GB |
| May 24 | 3 | 1 | 0.84 GB |
| Jun 24 | 3 | 1 | 0.85 GB |
| Jul 24 | 3 | 1 | 0.87 GB |
| Aug 24 | 3 | 1 | 0.88 GB |
| Sep 24 | 3 | 1 | 0.89 GB |
| Oct 24 | 3 | 1 | 0.91 GB |
| Nov 24 | 3 | 1 | 0.92 GB |
| Dec 24 | 3 | 1 | 0.94 GB |
| Jan 25 | 3 | 1 | 0.95 GB |
| Feb 25 | 3 | 1 | 0.97 GB |
| Mar 25 | 3 | 1 | 0.98 GB |
| Apr 25 | 3 | 1 | 0.99 GB |
| May 25 | 3 | 1 | 1.01 GB |
| Jun 25 | 3 | 1 | 1.02 GB |
| Jul 25 | 3 | 1 | 1.04 GB |
| Aug 25 | 3 | 1 | 1.05 GB |
Usage read
As at Fri 9 Oct 2026Usage ended August 2025
Usage has ended: no questions in any of the 13 recent weeks, and the last day with any usage was 29 Aug 2025. There is no live order form and the tenant is churned.
- No usage in 13 weeks; last usage 29 Aug 2025
- All eight listed contacts deactivated on 29 Aug 2025
- No live order form
The analysis
Recent weeks: All 13 weeks to 9 Oct 2026 show no usage reported. The last day with any usage was 29 Aug 2025.
Trend: The last 12 months to September 2026 show 0 questions. In the 12 months before the departures (August 2024 to July 2025) there were 2,833 questions.
Who uses it: Eight contacts, including Geoff Lamb, Nichola Hogg and Chantelle Errington, had their platform users deactivated on 29 Aug 2025. Nathan Kerr asked the largest share before then, at 20%.
Against the order form: There is no live order form. September 2026 still shows 12 active users, 15 licensed users and 3 connectors configured, which does not match the absence of any questions.
Made from 2 fact tables
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (5)
- Draft Starter-tier master agreement draft · contract · 8 Aug 2023
- Signed Starter master services agreement executed · contract · 16 Aug 2023
- Signed data processing agreement executed · dpa · 16 Aug 2023
- Signed Starter order form executed · order form · 16 Aug 2023
- Signed Starter subscription order form executed · order form · 7 Aug 2024
- Onboarding (1)
- Starter tier onboarding plan issued · onboarding plan · 3 Sep 2023
- Proposals (2)
- Draft Starter proposal draft · proposal · 26 Jul 2023
- Starter subscription proposal issued · proposal · 31 Jul 2023
Activity
- 24 Feb 2026eventRevenue leaders roundtable
+54
- 28 Jul 2025callHepscott Recruitment / BG-Demo – Renewal
+2
- 10 Jul 2025ticketConnected source has stopped updating
- 7 Jul 2025ticketSetting up sign-in for a new team member
- 23 Jun 2025ticketSame candidate appearing twice in answers
- 12 Jun 2025eventBG-Demo Customer Day
+58
- 30 May 2025email threadYour Starter renewal
- 30 May 2025dealHepscott Recruitment – Renewal
- 16 May 2025callHepscott Recruitment / BG-Demo – Check In
- 15 May 2025ticketAdding a second admin
- 17 Apr 2025eventBG-Demo webinar
+32
- 9 Apr 2025ticketExporting most used searches for a monthly report
- 10 Feb 2025ticketPages slow to load in the mornings
- 17 Jan 2025ticketHow do I set the default page when the chat opens?
- 28 Nov 2024ticketHow do I set up a new starter with the same pages?
- 12 Nov 2024ticketFeature request: export a list of pages with owners
- 21 Oct 2024ticketFeature request: weekly activity view by consultant
- 17 Oct 2024eventBG-Demo webinar
+27
- 8 Oct 2024ticketConnector has stopped updating
- 7 Oct 2024email threadSecond reminder on the August invoice
- 23 Sep 2024email threadPayment reminder
- 16 Aug 2024email threadInvoice for your subscription
- 16 Aug 2024invoiceINV-255-0003
- 7 Aug 2024documentHepscott Recruitment - Order Form (signed)
- 5 Aug 2024email threadOrder form for your renewal
- 18 Jul 2024eventBG-Demo webinar
+13
- 18 Jul 2024callHepscott Recruitment / BG-Demo – Renewal
+1
- 3 Jul 2024ticketCandidate pages very slow to load
- 13 Jun 2024eventBG-Demo Customer Day
+28
- 31 May 2024email threadYour subscription renewal
- 31 May 2024dealHepscott Recruitment – Renewal
- 21 May 2024ticketWrong job titles on some candidate records
- 16 May 2024eventBG-Demo webinar
+23
- 21 Apr 2024email threadCome along to our webinar on Thursday 16 May 2024
- 19 Apr 2024ticketCandidate status out of date in search
- 18 Mar 2024ticketHow to export a list from the pages view
- 15 Feb 2024ticketSetting up access for a new consultant
- 1 Feb 2024callHepscott Recruitment / BG-Demo – Check In
- 24 Jan 2024email threadChecking in on how the team is getting on
- 13 Dec 2023ticketDuplicate rows in a saved view
- 24 Nov 2023ticketBlank screen on search results page
- 13 Nov 2023email threadInvoice: payment still outstanding
- 9 Nov 2023ticketRecruiters can see pages they should not
- 25 Oct 2023ticketOnboarding status: first refresh not yet running
- 20 Oct 2023email threadStill waiting on the August invoice
- 16 Oct 2023callHepscott Recruitment / BG-Demo – Training
- 6 Oct 2023email threadReminder: invoice still unpaid
- 4 Oct 2023ticketRequest: save searches and share them with the team
- 26 Sep 2023callHepscott Recruitment / BG-Demo – Onboarding
- 25 Sep 2023email threadInvoice still showing as unpaid
- 11 Sep 2023callHepscott Recruitment / BG-Demo – Onboarding
- 5 Sep 2023callHepscott Recruitment / BG-Demo – Kickoff
- 3 Sep 2023documentHepscott Recruitment - Onboarding Plan
- 30 Aug 2023email threadSubscription invoice for the year ahead
- 30 Aug 2023invoiceINV-255-0002
- 17 Aug 2023email threadInvoice for the Starter order
- 17 Aug 2023invoiceINV-255-0001
- 16 Aug 2023documentHepscott Recruitment - Order Form (signed)
- 16 Aug 2023documentHepscott Recruitment - Data Processing Agreement (signed)
- 16 Aug 2023documentHepscott Recruitment - Master Services Agreement (signed)
- 14 Aug 2023email threadOrder form ready for signature
- 11 Aug 2023callHepscott Recruitment / BG-Demo – Negotiation
+2
- 8 Aug 2023documentHepscott Recruitment - Master Services Agreement v2
- 4 Aug 2023email threadTimes to talk through the terms
- 3 Aug 2023email threadProposal for Hepscott
- 2 Aug 2023callHepscott Recruitment / BG-Demo – Proposal
- 31 Jul 2023documentHepscott Recruitment - Proposal
- 27 Jul 2023email threadThanks for the demo and next steps
+1
- 27 Jul 2023callHepscott Recruitment / BG-Demo – Demo
+1
- 26 Jul 2023documentHepscott Recruitment - Proposal v1
- 20 Jul 2023callHepscott Recruitment / BG-Demo – Discovery
- 19 Jul 2023email threadBooking a demo on your own data
- 14 Jul 2023email threadSetting up a discovery session
- 7 Jul 2023dealHepscott Recruitment – New
Contacts
Evidence trail
Updated 9 Oct 26Hepscott Recruitment's pages are written from 3 organisation-level AI texts (assessment / next steps), 9 period digests and 1 narrative-level AI text, which in turn draw on 61 AI summaries of 67 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 13 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Hepscott Recruitment / BG-Demo – Discovery entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_001 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Demo entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_002 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Proposal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_003 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Negotiation entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_004 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Kickoff entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_005 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Onboarding entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_006 raw row
- Hepscott Recruitment entity
- +68 more
- Hepscott Recruitment / BG-Demo – Discovery entity
- AI opinion page block
- Hepscott Recruitment lost AI record
- Hepscott: no executed term after 29 Aug 2025 AI record
- Hepscott Recruitment - Proposal v1 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_001 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment - Proposal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_002 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment - Master Services Agreement v2 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_003 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment - Master Services Agreement (signed) entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_004 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment - Data Processing Agreement (signed) entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_005 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment - Order Form (signed) entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- document_store/files.csv doc_255_006 raw row
- Hepscott Recruitment entity
- +11 more
- Hepscott Recruitment - Proposal v1 entity
- Churned Aug 2025, CRM still shows £19,500 AI record
- Hepscott Recruitment – New entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_01:1 raw row
- contracts/order_form_lines.csv ctr_255_01:2 raw row
- contracts/order_forms.csv ctr_255_01 raw row
- crm/deal_line_items.csv deal_255_01:1 raw row
- crm/deal_line_items.csv deal_255_01:2 raw row
- +7 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_02:1 raw row
- contracts/order_forms.csv ctr_255_02 raw row
- crm/deal_line_items.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:2 raw row
- +3 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- crm/deal_stage_history.csv deal_255_03:1 raw row
- crm/deal_stage_history.csv deal_255_03:2 raw row
- crm/deal_stage_history.csv deal_255_03:3 raw row
- crm/deal_stage_history.csv deal_255_03:4 raw row
- crm/deals.csv deal_255_03 raw row
- Hepscott Recruitment entity
- facts.arr_monthly:org_255 facts table
- Hepscott Recruitment – New entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_01:1 raw row
- contracts/order_form_lines.csv ctr_255_01:2 raw row
- contracts/order_forms.csv ctr_255_01 raw row
- crm/deal_line_items.csv deal_255_01:1 raw row
- crm/deal_line_items.csv deal_255_01:2 raw row
- +7 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_02:1 raw row
- contracts/order_forms.csv ctr_255_02 raw row
- crm/deal_line_items.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:2 raw row
- +3 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- crm/deal_stage_history.csv deal_255_03:1 raw row
- crm/deal_stage_history.csv deal_255_03:2 raw row
- crm/deal_stage_history.csv deal_255_03:3 raw row
- crm/deal_stage_history.csv deal_255_03:4 raw row
- crm/deals.csv deal_255_03 raw row
- Hepscott Recruitment entity
- INV-255-0001 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_001:1 raw row
- accounting/invoices.csv inv_255_001 raw row
- accounting/payments.csv pay_255_001 raw row
- Hepscott Recruitment entity
- INV-255-0002 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_002:1 raw row
- accounting/invoices.csv inv_255_002 raw row
- accounting/payments.csv pay_255_002 raw row
- Hepscott Recruitment entity
- INV-255-0003 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_003:1 raw row
- accounting/invoices.csv inv_255_003 raw row
- accounting/payments.csv pay_255_003 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment – New entity
- facts.reconciliation_t0:org_255 facts table
- Hepscott Recruitment – New entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_01:1 raw row
- contracts/order_form_lines.csv ctr_255_01:2 raw row
- contracts/order_forms.csv ctr_255_01 raw row
- crm/deal_line_items.csv deal_255_01:1 raw row
- crm/deal_line_items.csv deal_255_01:2 raw row
- +7 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- contracts/order_form_lines.csv ctr_255_02:1 raw row
- contracts/order_forms.csv ctr_255_02 raw row
- crm/deal_line_items.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:1 raw row
- crm/deal_stage_history.csv deal_255_02:2 raw row
- +3 more
- Hepscott Recruitment entity
- Hepscott Recruitment – Renewal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- crm/deal_stage_history.csv deal_255_03:1 raw row
- crm/deal_stage_history.csv deal_255_03:2 raw row
- crm/deal_stage_history.csv deal_255_03:3 raw row
- crm/deal_stage_history.csv deal_255_03:4 raw row
- crm/deals.csv deal_255_03 raw row
- Hepscott Recruitment entity
- INV-255-0001 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_001:1 raw row
- accounting/invoices.csv inv_255_001 raw row
- accounting/payments.csv pay_255_001 raw row
- Hepscott Recruitment entity
- INV-255-0002 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_002:1 raw row
- accounting/invoices.csv inv_255_002 raw row
- accounting/payments.csv pay_255_002 raw row
- Hepscott Recruitment entity
- INV-255-0003 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_003:1 raw row
- accounting/invoices.csv inv_255_003 raw row
- accounting/payments.csv pay_255_003 raw row
- Hepscott Recruitment entity
- +1 more
- Hepscott Recruitment – New entity
- INV-255-0001 entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- accounting/invoice_lines.csv inv_255_001:1 raw row
- accounting/invoices.csv inv_255_001 raw row
- accounting/payments.csv pay_255_001 raw row
- Hepscott Recruitment entity
- +3 more
- Hepscott Recruitment – New entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Q3 2023: Starter sold, invoices unpaid AI record
- Discovery: scattered data, late margin view AI record
- Hepscott Recruitment / BG-Demo – Discovery entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_001 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Discovery entity
- Demo: Starter on sample placement data AI record
- Hepscott Recruitment / BG-Demo – Demo entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_002 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Demo entity
- Starter proposal call AI record
- Hepscott Recruitment / BG-Demo – Proposal entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_003 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Proposal entity
- Starter price and payment negotiation AI record
- Hepscott Recruitment / BG-Demo – Negotiation entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_004 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Negotiation entity
- Kickoff: sources, admin and refresh plan AI record
- Hepscott Recruitment / BG-Demo – Kickoff entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_005 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Kickoff entity
- Onboarding: field mapping and first refresh AI record
- Hepscott Recruitment / BG-Demo – Onboarding entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- call_recorder/calls.csv call_255_006 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- product_analytics/tenants.csv org_255 raw row
- Hepscott Recruitment / BG-Demo – Onboarding entity
- +11 more
- Discovery: scattered data, late margin view AI record
- Q4 2023: onboarding, tickets, slow invoice AI record
- Training: pages, chat, search and permissions AI record
- Hepscott Recruitment / BG-Demo – Training entity
- Hepscott Recruitment entity
- accounting/customers.csv org_255 raw row
- crm/companies.csv org_255 raw row
- Hepscott Recruitment entity
- Hepscott Recruitment / BG-Demo – Training entity
- +4 more
- Training: pages, chat, search and permissions AI record
- +17 more
- Hepscott: no executed term after 29 Aug 2025 AI record
- Hepscott Recruitment lost AI record
- ARR journey page block
- AI facts page block
- Contacts page block
- +3 more
- Open deals (computed from the records; nothing to show yet) page block
- Documents page block
- +2 more
- Finance read page block
- hero page block
- History by quarter page block
- +3 more
- 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