B-Viz
Shilshole Software logo

Shilshole Software

Prospect£0Proposal · £28k/yr
made from

AI facts

As at Fri 9 Oct 2026

Shilshole Software has no order form, no ARR and no invoices. A Starter proposal issued on 5 Oct 2026 offers one team at £22k a year, with a total deal value of £28k that it does not explain. No platform usage is on record. The open new-business deal sits at the CRM proposal stage with an expected close of 9 Nov 2026. A negotiation call with Scott Nakamura, the Chief Executive, is booked for 15 Oct 2026.

Read from 4 calls · 6 email threads · 1 deals · 3 people · 2 documents, newest 6 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websiteshilshole.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ citySeattleSource: CRM company record
  • Size110 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 the scope is accepted but nothing is signed. Price is the open question: Kristen Haugen expects her director to push on it, and the £28k total is still unexplained. A proof on three marina accounts could win the director's sign-off.

SignalsDocument roll-upShilshole Software / BG-Demo – ProposalShilshole Software / BG-Demo – DemoFollowing up on the demoQ1 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Shilshole Software – New · new deal · Expected close 9 Nov 2026 · Owner Jordan Pike
  • Last contact6 Oct 2026Call: Shilshole Software / BG-Demo – Proposal · 3 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Kristen Haugen the written one-off and recurring split of the £28k total, the draft order form with data processing terms and a go-live answer before the 15 Oct 2026 negotiation call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Kristen Haugen the written split of the £28k deal total against the £22k Starter price, the draft order form with data processing terms, and Theo's freshness answer, so Scott Nakamura arrives at the 15 Oct 2026 call with clear figures.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Shilshole Software has an unsigned Starter proposal at £22k a year. The scope is accepted and price is the sticking point. Jordan Pike owes a price split and a draft order form before the 15 Oct 2026 negotiation call with Scott Nakamura.

Prospect Shilshole Software has signed no order form, so no contract or renewal dates exist. The 5 Oct 2026 Starter proposal offers £22k a year; the open deal shows £28k, with a CRM expected close of 9 Nov 2026.

No platform usage is on record. Kristen Haugen, Director of Customer Success and champion, joined all three calls; Jenna Lindstrom joined the demo, and Scott Nakamura, Chief Executive, has no conversation on record.

Kristen expects her director to push on price, and the proposal does not explain the £28k total. Theo Gallagher's written answer on nightly freshness and Starter priority support is not shown as sent.

Jordan Pike owns the next step: sending Kristen the one-off and recurring split, the draft order form with data processing terms and a go-live answer by 9 Oct 2026, ahead of the 15 Oct 2026 negotiation call.

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

Shilshole Software has no ARR and no billing. One open new-business deal sits at proposal stage in the Starter tier, with an expected close on 9 Nov 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • One open Starter deal at proposal stage
  • Expected close 9 Nov 2026
The analysis

Recurring revenue: there is no order form and no ARR on record. The CRM shows £0 over one CRM record at the opportunity stage, so nothing is reconciled or in dispute.

Next commitment: none is contracted. The open new-business deal is a forecast, with an expected close of 9 Nov 2026.

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

Deals: the open Starter deal is at proposal stage with an amount of £28k and an annual value of £22k. It was created on 10 Aug 2026 and is owned by Jordan Pike, who is active in HR.

Shilshole Software – 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. Q1 2026

    Q1 2026: one webinar invitation, no reply

    One read in the period: a 31 Mar 2026 email thread in which Alice Brewer invited Jenna Lindstrom to the BG-Demo webinar on 16 Apr 2026. The thread shows no customer response.

    The analysis

    Period content: this is a single read, an email thread dated 31 Mar 2026. It is logistical, not commercial.

    Webinar: Alice Brewer invited Jenna Lindstrom to the online BG-Demo webinar on Thu 16 Apr 2026. Alice asked for one reply on whether Jenna could attend and offered joining details closer to the day.

    Customer view: the evidence does not show one, as Jenna did not reply in the thread. The read's sentiment is neutral.

    Open at the end: whether Jenna attended is not shown. The read's next step is for Alice to follow up if no reply arrives before the webinar.

    Not shown: the period holds no call, ticket or news read, so nothing is known here about usage, support, price or renewal for Shilshole Software.

    BG-Demo webinar on 16 Apr 2026

    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

2 documents in 1 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
Shilshole Software – Newproposal£28,0009 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 15 Oct 2026upcoming callShilshole Software / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Scott Nakamura, Kristen HaugenShilshole Software logoJordan PikeOwen TallisScott Nakamura+1
  • 15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Gareth Lumb, Neil Craven, Colm Geraghty, Sinéad Kilkelly, Sheila Duffield, Trevor Bulmer, Troy Henderson, Georgina Aspinall, Jenna Lindstrom, Aoife Brophy, Gráinne Nolan, Clifford Unwin, Jackie Seed, Kendra Oakes, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade KenwrightAlice BrewerRajesh MistryGeoffrey Rowe+36
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 6 Oct 2026callShilshole Software / BG-Demo – Proposal Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 5 Oct 2026documentShilshole Software - Proposal Jordan PikeShilshole Software logoJordan Pike
  • 30 Sep 2026email threadProposal review call Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 30 Sep 2026documentShilshole Software - Proposal v1 Jordan PikeShilshole Software logoJordan Pike
  • 22 Sep 2026email threadFollowing up on the demo Jordan Pike, Theo Gallagher, Kristen Haugen, Jenna LindstromShilshole Software logoJordan PikeTheo GallagherKristen Haugen+1
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 18 Sep 2026callShilshole Software / BG-Demo – Demo Jordan Pike, Theo Gallagher, Kristen Haugen, Jenna LindstromShilshole Software logoJordan PikeTheo GallagherKristen Haugen+1
  • 17 Sep 2026email threadInvitation: revenue leaders roundtable, London Alice Brewer, Kristen HaugenShilshole Software logoAlice BrewerKristen Haugen
  • 14 Sep 2026email threadBooking your product demo Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 1 Sep 2026email threadAfter our discovery call Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 1 Sep 2026callShilshole Software / BG-Demo – Discovery Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 10 Aug 2026dealShilshole Software – New Jordan Pike, Kristen HaugenShilshole Software logoJordan PikeKristen Haugen
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 31 Mar 2026email threadBG-Demo webinar on 16 Apr 2026 Alice Brewer, Jenna LindstromShilshole Software logoAlice BrewerJenna Lindstrom
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

Shilshole Software's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 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 3 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not written yet.

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