B-Viz
Kettlewell Lettings logo

Kettlewell Lettings

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Kettlewell Lettings held a Starter order form, signed 13 Mar 2024, for 27 Mar 2024 to 26 Mar 2025 at £20k a year plus a £6,000 implementation. The renewal deal closed lost on 14 Mar 2025 with the reason budget, and both invoices were paid within terms. No questions were asked in the last 12 months, and the last usage was 26 Mar 2025. Nothing is open: no deal, renewal or debt. Usage records for September 2026 still show 12 active users and 3 connectors configured.

Read from 12 calls · 14 email threads · 14 tickets · 2 deals · 9 people · 7 documents, newest 7 Mar 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryProperty managementSource: CRM company record
  • Websitekettlewell.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHarrogateSource: CRM company record
  • Size90 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since27 Mar 2024Source: first executed order form ctr_256_01, signed 13 Mar 2024 · Starter tier · In the CRM since 18 Jan 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Starter term ended on 26 Mar 2025 after the renewal was lost on budget and every platform user was deactivated that day. Billing closed cleanly, so this was value risk, not money risk. A win-back would need the cost-and-return case Victoria Spence never had.

SignalsFinance readUsage readQ1 2025 digestDocument roll-up

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

AImade from

Key facts

Updated 9 Oct 26
  • TierStarterSource: deal_256_01
  • Last contact18 Feb 2025Call: Kettlewell Lettings / BG-Demo – Renewal · 598 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Mar 2024 · 3 connectors configured
  • Licensed seats1512 active users in Sep 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor contacts Hugo Fawcett to confirm the data position under the DPA and to offer a Starter cost-and-return case for his finance team. Re engage
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should contact Hugo Fawcett with a clean-exit confirmation and a single cost-and-return number for finance. The renewal was lost on budget because Victoria Spence could not say what B-Viz cost or returned.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: the Starter term ended on 26 Mar 2025 after the renewal was lost on budget. Both invoices were paid within terms, so this was a value loss. Next: Daniel Okafor reopens with Hugo Fawcett on a cost-and-return case.

Lost is the status for Kettlewell Lettings: its executed Starter order form ran from 27 Mar 2024 to 26 Mar 2025 at £20k a year. The renewal deal closed lost on 14 Mar 2025 on budget, though both invoices were paid within terms.

Usage has ended: there were 4,850 questions in the year before the term ended and none in the last 12 months. Victoria Spence, Head of Lettings, asked 36% of those questions, and all nine contacts were deactivated on 26 Mar 2025.

On 6 Jan 2025 Victoria could not tell finance what B-Viz costs or returns, and Hugo Fawcett would not sign without a number. Usage records still show 12 active users on a churned tenant, and nothing shows the DPA data return or deletion.

Daniel Okafor should contact Hugo to confirm the data position under the DPA and offer a Starter cost-and-return case, by 9 Oct 2026.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£10k£20kMar 24Jun 24Sep 24Dec 24Mar 25newchurn£0£0Mar 24: Contracted ARR £19,500; Invoiced ARR £19,500Apr 24: Contracted ARR £19,500; Invoiced ARR £19,500May 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £0; Invoiced ARR £0

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Mar 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_256.

Show the figures as a table
MonthContracted ARRInvoiced ARR
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£0£0
Accountingmade from

Finance read

As at Fri 9 Oct 2026

Churned, ARR ended at £0, all paid

Standing Paid upARR Ended

The Starter order form of £20k a year ended on 26 Mar 2025 and was not renewed. Contracted ARR is £0. Both invoices were paid within terms and nothing is owed.

  • Churned in Mar 2025 after the renewal deal was lost on budget
  • Deal owner Priya Raman is not active in HR
  • No money owed; CRM matches the order form at £0
The analysis

Recurring revenue: The Starter order form was signed on 13 Mar 2024 at £20k a year, billed annual. Contracted ARR peaked at £20k and fell to £0 in Mar 2025 when the order form ended.

Next commitment: None. The renewal deal closed lost on 14 Mar 2025 with the reason budget.

Billing: INV-256-0001 (net £6,000) and INV-256-0002 (net £20k) were both paid within terms. Nothing is overdue or disputed, and the CRM shows ARR £0 with stage former customer, matching the order form.

Deals: Both deals were owned by Priya Raman, who is not an active employee in HR. The account therefore has no active deal owner.

ARR by monthKettlewell Lettings – RenewalINV-256-0002CRM reconciliation

Made from 2 deals · 2 fact tables · 2 invoices

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

AImade from

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: falling usage, renewal unagreed

    Kettlewell Lettings' Starter usage roughly halved and its champion could not explain cost or return to finance. The decision-maker would not sign until finance saw a number. The renewal was still unagreed at the end of the reads.

    The analysis

    Usage and value: On the 6 Jan 2025 check-in, Victoria Spence confirmed Starter usage had roughly halved and said she could not tell her finance person what B-Viz costs or returns. Two team leads account for most logins.

    Renewal set-up: On 14 Feb 2025 Hugo Fawcett agreed by email to a renewal call, asked for options and wanted Priya Raman to join on commercial terms. The term ended on 26 Mar 2025.

    Support: Lily Harker raised two how-to tickets. The 21 Feb 2025 ticket asked for a weekly enquiries summary and was solved on 25 Feb 2025 without a recorded reply. The 7 Mar 2025 ticket asked about pinning a search to the home page.

    Renewal call: On 18 Feb 2025 Hugo questioned what fifteen Starter seats deliver and said he would not sign until finance had seen the number. Priya quoted the contract at £20k a year on Starter, gave no price movement and Hugo asked for one number for finance.

    Open at the end: The pinned search ticket closed on 21 Mar 2025 without confirmation that two staff could see it. Daniel Okafor's usage note, the team session and the finance call were planned. The reads do not show the renewal outcome.

    Kettlewell Lettings / BG-Demo – Check InKettlewell Lettings / BG-Demo – RenewalTime to talk about renewalHow do I pin a search to the home page?

    Made from 2 calls · 1 email thread · 2 tickets

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

  2. Q4 2024

    Q4 2024: routine tickets, renewal notice open

    Five tickets and one renewal email for Kettlewell Lettings. Lily Harker raised a stale-bookings problem and a filter fault. The Starter renewal notice of 24 Dec 2024 had no customer reply, and invoice status was unconfirmed.

    The analysis

    Access: On 14 Oct 2024 Lily Harker asked how to give a new starter lettings-only admin rights. Bethan Lister advised a team-level role; the ticket was solved on 23 Oct 2024, with no confirmation the role was set.

    Freshness: On 23 Oct 2024 Lily reported that yesterday's bookings were missing from the lettings page. On 24 Oct 2024 she said some later ones had still not appeared. The ticket was solved on 30 Oct 2024 with no cause or fix recorded.

    Fault: On 31 Oct 2024 Lily reported the properties filter going blank after the first page. Bethan could not reproduce it and brought in Samir Haddad; the ticket was solved on 13 Nov 2024, with no cause recorded.

    Billing: On 29 Nov 2024 Victoria Spence asked whether the renewal invoice had been raised, as she wanted to pay before year end. Connor Webb passed it to finance on 30 Nov 2024; the ticket was solved on 24 Dec 2024 without showing amount, date or payment.

    Support: On 4 Dec 2024 Lily's export button was greyed out. Logging out and in fixed it, and the ticket was solved on 9 Dec 2024.

    Renewal: On 24 Dec 2024 Daniel Okafor told Hugo Fawcett the Starter subscription of £20k ends on 26 Mar 2025. He noted eased usage and asked for terms by 14 Mar 2025.

    Open at the end: No customer reply to the notice, unconfirmed invoice status, and no recorded causes for the stale bookings and filter faults.

    Your Kettlewell Lettings renewalRecent bookings missing from lettings pageInvoice status for our renewalFilter goes blank after first page

    Made from 1 email thread · 5 tickets

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

  3. Q3 2024

    Q3 2024: usage slipping ahead of renewal

    Three routine support tickets and a check-in. On 2 Sep 2024 Victoria Spence said usage is down and she wants to see value before renewing. The contract ends 27 Mar 2025, and a price rise worry is open.

    The analysis

    Adoption: On 22 Aug 2024 Daniel Okafor asked Victoria Spence for a check-in, and she agreed, saying not everyone on the team uses B-Viz daily. The read treats this as a mild signal of uneven adoption, not a complaint.

    Support: Lily Harker raised a how-to ticket on adding a team member, answered by Bethan Lister on 14 Aug 2024 and solved on 20 Aug 2024. On 10 Sep 2024 she reported two landlords duplicated in the contacts list after a CRM sync; it was solved on 13 Sep 2024 with no cause recorded.

    Support: On 23 Sep 2024 Lily asked how to export properties with current tenants. Bethan replied the same day, but the ticket was not solved until 11 Oct 2024.

    Renewal: On the 2 Sep 2024 call Victoria joined alone, as Lily was on leave. She said people have gone back to asking each other, negotiators forget the question box on landlord calls, and she wants to see value before signing. She raised a possible list price rise, and Daniel did not commit on pricing.

    Open at the end: The contract ends on 27 Mar 2025. Daniel owes Victoria findings on the recorder and drive connector status, usage by team and a refresher suggestion by the end of the following week, and a value case before the renewal conversation. The cause of the duplicate contacts is not recorded, and the evidence does not show whether the recorder connector had stopped loading.

    Kettlewell Lettings / BG-Demo – Check InCatching up on how the team is finding itDuplicate landlords in contacts listExport of properties with current tenants

    Made from 1 call · 1 email thread · 3 tickets

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

  4. Q2 2024

    Q2 2024: onboarding, narrow adoption

    Kickoff on 2 Apr 2024 and onboarding to 13 May 2024 went well, but use rested on Lily Harker and one negotiator. Connector coverage and data quality were the gaps. Four low-key tickets and three event invitations went unanswered.

    The analysis

    Kickoff: On 2 Apr 2024 Victoria Spence said the connectors made her most nervous, after a previous tool with no owner. Callie Brennan's 3 Apr 2024 follow-up asked for a second named admin; no customer reply is shown.

    Onboarding: The 10 Apr 2024 call agreed mapping and read-only access, which reassured Victoria. On 15 Apr 2024 the recorder was found to miss mobile and old-line calls, though the first deposit question returned plausible landlords.

    Support: Lily's two how-to tickets (8 Apr 2024 and 23 Apr 2024) were solved within days. Victoria's apostrophe search duplicate (10 Jun 2024) and calendar export gap (18 Jun 2024) were both closed, but the record shows no cause or permanent fix.

    Adoption: On 24 Apr 2024 Callie noted that questions came mostly from Lily and one negotiator, and that others feared double entry. A second person is to be trained, subject to Victoria's agreement.

    Training: The 13 May 2024 session was positive. A stale tenancy status showed that answers depend on source records, and negotiator read access is to be set up.

    Events: Invitations went out for the 16 May 2024 webinar, the 13 Jun 2024 Customer Day and the 20 Jun 2024 webinar. None has a customer reply.

    Open at the end: Second admin, call coverage, negotiator access and the export fix were unconfirmed.

    Kettlewell Lettings / BG-Demo – KickoffKettlewell Lettings / BG-Demo – OnboardingKettlewell Lettings / BG-Demo – OnboardingKettlewell Lettings / BG-Demo – TrainingKickoff follow-up and next stepsCalendar export missing the final day

    Made from 5 calls · 4 email threads · 4 tickets

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

  5. Q1 2024

    Q1 2024: Starter deal won through order form

    Kettlewell Lettings went from discovery to a £26k Starter proposal, haggled over a first-term discount, and received the order form on 11 Mar 2024. Invoices followed, but no signed copy or payment is shown.

    The analysis

    Discovery: On 31 Jan 2024 Victoria Spence, Head of Lettings, described the same information held in three places and wanted tenant history and maintenance in one view. The director had not been met and wanted proof of value.

    Demo: On 12 Feb 2024 Victoria and Lily Harker saw B-Viz answer repair and deposit questions on their own data. Open points were refresh timing for late month ends and data control if they stop.

    Proposal: The £26k proposal was walked through on 23 Feb 2024 with Victoria and Hugo Fawcett. Hugo's main worry was security, and the evidence does not show whether the CTO session was booked.

    Price: On 5 Mar 2024 Hugo called the figure a lot for the size of the team. Owen Tallis offered a first-term discount only, signed by 13 Mar 2024, with the percentage still to be confirmed in writing.

    Order and billing: Priya Raman sent the order form on 11 Mar 2024 and Hugo said he would sign the next morning. Nell Ashcombe issued invoices on 14 Mar 2024 and 27 Mar 2024 with no customer reply shown.

    Kickoff: On 22 Mar 2024 Callie Brennan asked for connector access, a named admin and priority questions. Victoria promised access details by the end of the week.

    Open at the end: No signed order form, written discount figure, named admin or payment is shown.

    Kettlewell Lettings / BG-Demo – DiscoveryKettlewell Lettings / BG-Demo – DemoKettlewell Lettings / BG-Demo – ProposalKettlewell Lettings / BG-Demo – NegotiationOrder form for signatureKickoff: what we need from you

    Made from 4 calls · 7 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Mar 25
12of 15 included on the tier
Questions asked · Mar 25
477
Connectors configured · Mar 25
3of 4 included on the tier
Active admins · Mar 25
1
Data volume · Mar 25
0.7 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00830015600Mar 24May 24Jul 24Sep 24Nov 24Jan 25Mar 25Included users (15)1512477Mar 24: Active users 0; Licensed seats 15; Questions asked 0Apr 24: Active users 7; Licensed seats 15; Questions asked 156May 24: Active users 9; Licensed seats 15; Questions asked 388Jun 24: Active users 11; Licensed seats 15; Questions asked 411Jul 24: Active users 12; Licensed seats 15; Questions asked 563Aug 24: Active users 12; Licensed seats 15; Questions asked 284Sep 24: Active users 12; Licensed seats 15; Questions asked 530Oct 24: Active users 12; Licensed seats 15; Questions asked 576Nov 24: Active users 12; Licensed seats 15; Questions asked 523Dec 24: Active users 12; Licensed seats 15; Questions asked 389Jan 25: Active users 12; Licensed seats 15; Questions asked 526Feb 25: Active users 12; Licensed seats 15; Questions asked 504Mar 25: Active users 12; Licensed seats 15; Questions asked 477

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 (Mar 25): Active users 12; Licensed seats 15; Questions asked 477. Basis: product usage, facts.usage_monthly:org_256, signals:org_256.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Mar 240150
Apr 24715156
May 24915388
Jun 241115411
Jul 241215563
Aug 241215284
Sep 241215530
Oct 241215576
Nov 241215523
Dec 241215389
Jan 251215526
Feb 251215504
Mar 251215477
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.4 GB40.8 GBMar 24May 24Jul 24Sep 24Nov 24Jan 25Mar 25Included connectors (4)0.7 GB31Mar 24: Connectors configured 0; Active admins 0; Data volume 0.00 GBApr 24: Connectors configured 2; Active admins 1; Data volume 0.39 GBMay 24: Connectors configured 3; Active admins 1; Data volume 0.59 GBJun 24: Connectors configured 3; Active admins 1; Data volume 0.60 GBJul 24: Connectors configured 3; Active admins 1; Data volume 0.61 GBAug 24: Connectors configured 3; Active admins 1; Data volume 0.62 GBSep 24: Connectors configured 3; Active admins 1; Data volume 0.64 GBOct 24: Connectors configured 3; Active admins 1; Data volume 0.65 GBNov 24: Connectors configured 3; Active admins 1; Data volume 0.66 GBDec 24: Connectors configured 3; Active admins 1; Data volume 0.67 GBJan 25: Connectors configured 3; Active admins 1; Data volume 0.68 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 0.69 GBMar 25: Connectors configured 3; Active admins 1; Data volume 0.70 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 (Mar 25): Connectors configured 3; Active admins 1; Data volume 0.7 GB. Basis: product usage, facts.usage_monthly:org_256, signals:org_256.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Mar 24000.00 GB
Apr 24210.39 GB
May 24310.59 GB
Jun 24310.60 GB
Jul 24310.61 GB
Aug 24310.62 GB
Sep 24310.64 GB
Oct 24310.65 GB
Nov 24310.66 GB
Dec 24310.67 GB
Jan 25310.68 GB
Feb 25310.69 GB
Mar 25310.70 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage ended March 2025

Direction Ended

Usage has ended: no questions in any of the 13 recent weeks, and the last day with any usage was 26 Mar 2025. There is no live order form and the tenant is churned.

  • No usage in 13 weeks; last usage 26 Mar 2025
  • All nine listed contacts deactivated on 26 Mar 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 26 Mar 2025.

Trend: The last 12 months to September 2026 show 0 questions. In the 12 months before the departures (March 2024 to February 2025) there were 4,850 questions.

Who uses it: Nine contacts, including Victoria Spence, Hugo Fawcett and Lily Harker, had their platform users deactivated on 26 Mar 2025. Victoria asked 36% of questions before then and Amara Whitfield 27%.

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.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

7 documents in 3 folders; 1 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.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

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

Kettlewell Lettings' 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 47 AI summaries of 51 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 11 pages.

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

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