B-Viz
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Bilsdale Housing

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Bilsdale Housing has no executed order form, no contract dates and no invoices. A Growth tier proposal issued 5 Oct 2026 states £50k a year and a total deal value of £62k including implementation. No platform usage is on record because there is no tenant. The open new deal is at the CRM proposal stage with expected close on 23 Nov 2026, and a negotiation call is booked for 23 Oct 2026. Lynsey Bainbridge asked for written terms on adding teams next year.

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

AImade from

Profile

Updated 9 Oct 26
  • IndustryHousing associationSource: CRM company record
  • Websitebilsdale.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityMiddlesbroughSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerSophie LingSource: 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
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because nothing is signed and the Growth proposal remains an open item. Lynsey Bainbridge is an engaged champion, but her director has not seen the total and two IT security items were still open. Opportunity: written terms for adding teams could widen the Growth rollout.

SignalsDocument roll-upBilsdale Housing / BG-Demo – ProposalBilsdale Housing / BG-Demo – DemoQ4 2024 digestPeter Garbutt

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Bilsdale Housing – New · new deal · Expected close 23 Nov 2026 · Owner Sophie Ling
  • Last contact6 Oct 2026Call: Bilsdale Housing / BG-Demo – Proposal · 3 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling sends Lynsey Bainbridge and Peter Garbutt the Growth proposal with written renewal and expansion terms and the closed security answers before the booked negotiation call. proposal
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should send the written renewal and expansion terms and close the two open security items before the 23 Oct 2026 negotiation call, so Peter Garbutt arrives having seen the £62k total and the IT questions answered.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: nothing is signed. A Growth proposal at £50k a year, £62k in total, is open. Lynsey Bainbridge is an engaged champion, but Peter Garbutt has not been engaged and two security items are open before the 23 Oct 2026 negotiation call.

Prospect: Bilsdale Housing has nothing signed. The Growth tier proposal of 5 Oct 2026, at £50k a year and £62k in total, is open. The CRM deal stage is proposal, with expected close on 23 Nov 2026.

There is no tenant, so no usage, tickets or invoices are on record. Lynsey Bainbridge, Head of Customer Insight, has joined all four recorded calls and is positive. Peter Garbutt, Director of Finance, has no conversation on record.

Lynsey's director wants to see the total first. Data retention and the subprocessor list were still open after the 22 Sep 2026 call, and the main risk is an economic buyer who has not been engaged.

Sophie Ling should send the written expansion terms and the closed security answers by 9 Oct 2026. That comes ahead of the negotiation call with Peter and Owen Tallis, booked for 23 Oct 2026.

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

AImade from

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

No order form has started, so there is no ARR and no billing. One new Growth deal is open at proposal stage, with an amount of £62k and an annual value of £50k. It is a forecast, not a win.

  • Prospect with no order form, so no ARR and no billing
  • Open Growth deal at proposal stage, expected close 23 Nov 2026
  • Deal amount is a forecast, not ARR
The analysis

Recurring revenue: There is no ARR on record because no order form has started. The CRM ARR, the invoiced run rate and the order-form ARR are all £0, so there is nothing to reconcile.

Next commitment: None contracted. The open new Growth deal is at proposal stage, with expected close on 23 Nov 2026.

Billing: There are no invoices, so nothing is overdue or disputed.

Deals: The deal was created on 21 Jul 2026 and is owned by Sophie Ling, who is active in HR. Its amount of £62k and annual value of £50k are forecast figures, not ARR.

Bilsdale Housing – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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. Q4 2025

    Q4 2025: one routine results release

    One read in the period: a news item on 29 Dec 2025 about Bilsdale Housing's annual results. It was routine, with no ownership or leadership change, and nothing in it changes the account.

    The analysis

    News: this period holds one read, the 29 Dec 2025 news item. Bilsdale Housing published annual results covering repairs, customer satisfaction and investment in its homes.

    Themes: the press office said the year focused on improving repairs and listening to residents. It said customer-insight work is shaping how services are planned and that it will keep developing its approach to customer feedback.

    What changed: nothing. No ownership or leadership change was reported, and the read rates the item as low significance and neutral in importance.

    Open at the end: the read suggests mentioning the results at the next routine contact. It also notes that the stated focus on customer feedback may be a topic to link to how the association uses its data.

    Not shown: the reads in this period include no calls, email threads or tickets, so they do not show the customer's own voice, any usage, support or commercial conversation.

    Bilsdale Housing publishes annual results and customer priorities

    Made from 1 news item

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

  2. Q4 2024

    Q4 2024: one webinar invitation, no reply

    One read in the period: an email from Sofia Marchetti inviting Lynsey Bainbridge to a BG-Demo webinar on 21 Nov 2024. The thread holds no customer response, so interest is not shown.

    The analysis

    Period: this digest rests on one read, an email thread dated 28 Oct 2024. No calls, tickets or news items fall in the quarter.

    Outreach: Sofia Marchetti invited Lynsey Bainbridge to an online webinar on 21 Nov 2024 about how customer insight teams use B-Viz to pull together data held in several systems. She offered to send joining details to a colleague instead.

    Customer view: there is no customer response in the thread. Sentiment is neutral and the customer's voice is unknown.

    Open at the end: the evidence does not show whether Lynsey attended or replied elsewhere. Sofia was to confirm whether Lynsey or a colleague wanted the joining details. The read notes a possible opportunity if a customer insight team engages, but nothing shows that it did.

    BG-Demo webinar invitation

    Made from 1 email thread

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

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
Bilsdale Housing – Newproposal£62,00023 Nov 2026
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

Bilsdale Housing's pages are written from 4 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 5 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 · Web
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.

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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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