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Brimham Academies Trust logo

Brimham Academies Trust

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Brimham Academies Trust, a Harrogate education organisation, holds no order form, invoices or B-Viz tenant, so it has no tier, price or contract dates. With no tenant, no usage, users or tickets are recorded. Its only deal, a new Growth deal with an amount of £56k and an annual value of £44k, was closed lost on 26 Jun 2025 with no decision, and no deal is open. The only document is a Growth security questionnaire of 26 Jun 2025 with encryption and certification answers left open.

Read from 2 calls · 4 email threads · 1 deals · 3 people · 1 documents, newest 5 Nov 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryEducationSource: CRM company record
  • Websitebrimham.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHarrogateSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · 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 only deal closed with no decision and the trust has not replied to any contact since, including a 5 Nov 2025 webinar invitation to Faye Lund. Rosemary Haxby backed the demo, so a win-back is possible if Geoffrey Tasker receives a written value case.

SignalsFinance readQ2 2025 digestQ4 2025 digestDocument roll-up

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact5 Nov 2025Email: Online session on asking your data questions · 338 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling asks Rosemary Haxby to introduce her to Geoffrey Tasker and sends him a written value case for B-Viz Growth, built on the trust's attendance data. Re engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should ask Rosemary Haxby to put a written value case, built on the attendance demo she backed, in front of Geoffrey Tasker. The Growth deal closed lost with no decision, and his demand for a stated value was never met.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Brimham Academies Trust's only deal, a new Growth deal, closed lost on 26 Jun 2025 with no decision, and the trust has not replied since. A win-back rests on Sophie Ling getting a written value case to the CFO through Rosemary Haxby.

Lost: Brimham Academies Trust has no order form, invoices or B-Viz tenant, so it has no tier, price or renewal dates. Its only deal, a new Growth deal with an annual value of £44k, closed lost on 26 Jun 2025 with no decision.

No usage, users or tickets are on record. Rosemary Haxby, Director of Operations, backed the 19 Jun 2025 attendance demo. Geoffrey Tasker, the CFO, missed it and wanted value stated first.

The trust has not replied since a 5 Nov 2025 webinar invitation to Faye Lund, Head of IT. The main risk is the unmet value case, and the security questionnaire still has encryption and certification answers open.

Sophie Ling asks Rosemary for an introduction to Geoffrey and sends him a written value case for Growth by 9 Oct 2026. Hannah Lowe drafts the hours-lost baseline to support it.

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 lost growth deal

Standing No invoices

Brimham Academies Trust has no ARR and no billing. Its one new Growth deal was closed lost on 26 Jun 2025 with no decision as the reason. The CRM stage is lost.

  • No order form and no ARR
  • Growth deal lost with no decision
  • No open deals
The analysis

Recurring revenue: No order form has started, so there is no ARR. CRM ARR, the invoiced run rate and order-form ARR are all £0, so the records agree.

Next commitment: None. No renewal or open deal is on record.

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

Deals: The new Growth deal showed an amount of £56k and an annual value of £44k. It was closed lost on 26 Jun 2025 with the lost reason no_decision. The owner, Sophie Ling, is active in HR.

Brimham Academies Trust – 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 webinar invitation, no reply

    One read in the period: a marketing email from Alice Brewer inviting Faye Lund to a webinar on Thu 20 Nov 2025. The thread holds no customer response, so interest is not shown.

    The analysis

    Single read: the period holds one email thread, dated 5 Nov 2025, titled as an online session on asking your data questions.

    Invitation: Alice Brewer invited Faye Lund to an online BG-Demo webinar on Thu 20 Nov 2025, aimed at heads of IT and data. It covered how a multi-academy trust's teams can ask questions of their own systems without waiting on a report.

    Customer view: the thread has no customer response. The read rates sentiment as neutral and records no risks, opportunities or next steps.

    Open at the end: Alice asked for a reply, and the evidence does not show one. The reads do not show whether Faye attended the webinar, and they show no calls, tickets or other contact in the quarter.

    Online session on asking your data questions

    Made from 1 email thread

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

  2. Q2 2025

    Q2 2025: discovery and demo, no decision

    Three reads: a 2 Jun 2025 discovery call, a demo scheduling thread on 12 Jun 2025 and a 19 Jun 2025 demo on the trust's own data. Rosemary Haxby was positive. CFO Geoffrey Tasker wants the value stated first. No order form.

    The analysis

    Discovery: On 2 Jun 2025 Sophie Ling ran discovery with Rosemary Haxby and Geoffrey Tasker. Rosemary pulls six spreadsheets together whenever the board asks a question.

    Value: Geoffrey said he needs to know what it is worth before committing, and that nobody has measured the hours lost. Sophie positioned Growth and quoted a deal amount of £56k, which Geoffrey asked for in writing.

    Scheduling: In the 12 Jun 2025 thread Sophie proposed a demo on the trust's own data. Rosemary said it could work, wanted her IT lead present and asked for morning slots; no date was fixed.

    Demo: On 19 Jun 2025 Hannah Lowe and Sophie demoed on a copy of the attendance data. Rosemary said the results matched the register and that this was what she needed.

    People: Geoffrey allowed one demo before deciding but was not on the 19 Jun 2025 call. Rosemary may be the only person who understands the HR spreadsheet, a key-person risk.

    Open at the end: Security notes, the connector list and the HR spreadsheet refresh frequency were to be sent in writing. The evidence does not show Geoffrey's view after the demo, a decision or a signed order form.

    Brimham Academies Trust / BG-Demo – DiscoveryDemo on the trust's own dataBrimham Academies Trust / BG-Demo – Demo

    Made from 2 calls · 1 email thread

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

  3. Q1 2025

    Q1 2025: one webinar invitation, no reply

    One read in the period: a marketing invitation from Sofia Marchetti to Faye Lund for a BG-Demo webinar on 17 Apr 2025. The thread holds no customer response, so interest is not shown.

    The analysis

    Webinar invitation: the 31 Mar 2025 email thread was a marketing invitation from Sofia Marchetti to Faye Lund for an online BG-Demo webinar on Thu 17 Apr 2025.

    Customer view: Sofia said no reply was needed unless Faye wanted joining details or to send a colleague. There is no customer response in the thread, so interest is not shown either way.

    Open at the end: nothing is open. The period holds this one read only, and the evidence does not show whether Faye attended. It carries no information on renewal, usage, support, price or sentiment.

    Our next webinar in April

    Made from 1 email thread

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

  4. Q4 2024

    Q4 2024: one webinar invitation, no reply

    One read in the period: an 11 Oct 2024 email from Sofia Marchetti inviting Faye Lund to a 17 Oct 2024 webinar. The thread shows no customer response, so interest is not confirmed.

    The analysis

    Webinar invitation: On 11 Oct 2024 Sofia Marchetti invited Faye Lund, Head of IT, to the 17 Oct 2024 webinar on asking B-Viz questions across CRM, email and finance data.

    Customer view: The thread holds no reply from Faye, so interest is not shown. Sofia also asked whether details should go to a colleague in Faye's team.

    Open at the end: The thread does not show whether Faye or a colleague attended. The read names a next step for Sofia to check attendance and offer the session material to Faye. The read marks the thread as neutral and logistical, with no risk beyond the unconfirmed adoption interest of the IT lead.

    Join us for our next webinar

    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

1 documents in 1 folders. 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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+41
  • 5 Nov 2025email threadOnline session on asking your data questions Alice Brewer, Faye LundBrimham Academies Trust logoAlice BrewerFaye Lund
  • 26 Jun 2025documentBrimham Academies Trust - Security Questionnaire Anya PetrovaBrimham Academies Trust logoAnya Petrova
  • 19 Jun 2025callBrimham Academies Trust / BG-Demo – Demo Sophie Ling, Hannah Lowe, Rosemary HaxbyBrimham Academies Trust logoSophie LingHannah LoweRosemary Haxby
  • 12 Jun 2025email threadDemo on the trust's own data Sophie Ling, Rosemary HaxbyBrimham Academies Trust logoSophie LingRosemary Haxby
  • 2 Jun 2025callBrimham Academies Trust / BG-Demo – Discovery Sophie Ling, Rosemary Haxby, Geoffrey TaskerBrimham Academies Trust logoSophie LingRosemary HaxbyGeoffrey Tasker
  • 22 May 2025dealBrimham Academies Trust – New Sophie Ling, Rosemary HaxbyBrimham Academies Trust logoSophie LingRosemary Haxby
  • 17 Apr 2025eventBG-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Fraser Moncrieff, Ailsa Pringle, Lynn Staniforth, Wouter Kok, Liam Sedgwick, Jenny Trethewey, Geoff Lamb, Louise Sutcliffe, Hans Kok, Robin Gittins, Faye Lund, Niels van Leeuwen, Julien Faure, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+32
  • 31 Mar 2025email threadOur next webinar in April Sofia Marchetti, Faye LundBrimham Academies Trust logoSofia MarchettiFaye Lund
  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Tariq Mahmood, Irene Coulson, Claudia Becker, Anders Thomsen, Faye Lund, Bas Timmermans, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+27
  • 11 Oct 2024email threadJoin us for our next webinar Sofia Marchetti, Faye LundBrimham Academies Trust logoSofia MarchettiFaye Lund
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

Brimham Academies Trust's pages are written from 3 organisation-level AI texts (assessment / next steps), 4 period digests and 1 narrative-level AI text, which in turn draw on 7 AI summaries of 8 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is 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

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