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Bubbly Creek Logistics

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AI facts

As at Fri 9 Oct 2026

Bubbly Creek Logistics, a Chicago logistics company, has no contract with BG-Demo and no tier. The final Enterprise proposal of 2 Mar 2026 offered a £125k annual subscription and a £155k total deal value, and was never executed. There is no platform tenant, so no usage is on record, and no tickets or invoices exist. The Enterprise deal closed lost on 10 Apr 2026 with reason no_decision, and no deal is open. The last recorded interaction was the 25 Mar 2026 negotiation call.

Read from 5 calls · 4 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 25 Mar 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitebubblycreek.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size1,100 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 Enterprise deal closed lost on 10 Apr 2026 and there has been no recorded interaction since 25 Mar 2026. The CFO judged the £155k proposal too high for the board. The opportunity: the loss was no decision, and Dana Pulaski remained a positive champion.

SignalsFinance readDocument roll-upQ1 2026 digestBrent OlsonDana Pulaski

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

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Key facts

Updated 9 Oct 26
  • Last contact25 Mar 2026Call: Bubbly Creek Logistics / BG-Demo – Negotiation · 198 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Dana Pulaski a one-off and recurring cost split of the Enterprise proposal for Brent Olson and asks for a call that includes Brent. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should reopen with Dana Pulaski and send the one-off and recurring cost split Brent Olson asked for. The Enterprise deal was lost to no decision, not to a rival, and nothing is on record since 25 Mar 2026.

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

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The story

As at Fri 9 Oct 2026
Lost

Lost: the Enterprise deal closed lost on 10 Apr 2026 with reason no decision after the CFO called the £155k proposal too high. No paper was executed and nothing is on record since 25 Mar 2026. Jordan Pike should reopen with Dana Pulaski.

Lost. Bubbly Creek Logistics has no contract: the Enterprise deal closed lost on 10 Apr 2026 with reason no decision, and the final proposal of 2 Mar 2026, at £125k annual subscription and £155k total deal value, was never executed.

There is no platform tenant, so no usage is on record. Jordan Pike ran five calls and four email threads, with Dana Pulaski, VP Customer Experience, as the champion on record.

Brent Olson, the CFO, judged the £155k proposal too high for the board, and the cost split he asked for was not shown as sent. No tickets exist; the main risk is silence, with no interaction since 25 Mar 2026.

Jordan Pike should send Dana the one-off and recurring cost split for Brent and ask for a call that includes him, by 9 Oct 2026, with Owen Tallis approving the framing first.

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 deal, no billing

Standing No invoices

Bubbly Creek Logistics has no ARR and no invoices. Its one deal, a new Enterprise deal, closed lost on 10 Apr 2026 with reason no_decision. CRM stage is lost.

  • No order form and no ARR
  • Enterprise deal closed lost, 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 on record, and there is no open deal.

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

Deals: the new Enterprise deal shows an amount of £155k and an annual value of £125k. It is closed lost, with lost reason no_decision. The owner, Jordan Pike, is active in HR.

Bubbly Creek Logistics – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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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: Enterprise deal stuck on price

    Bubbly Creek Logistics moved from discovery to an Enterprise proposal at £155k. Dana Pulaski stayed positive after demos and security answers, but CFO Brent Olson said the number is too high. Signature target 10 Apr 2026, unsigned.

    The analysis

    Discovery: On 23 Jan 2026 Jordan Pike held a discovery call with Dana Pulaski, VP Customer Experience. She wants reliable shipment answers, freshness in writing and single sign-on, and Enterprise was positioned at £155k.

    Demos: The 13 Feb 2026 demo flagged a timestamp mismatch Dana called exactly their problem. On 20 Feb 2026 Theo Gallagher took her through security and exit terms, and she found the exit answer better than expected.

    Proposal: Email threads from 13 Feb 2026 and 4 Mar 2026 show Dana and then CFO Brent Olson asking for the £155k to be split into one-off and recurring parts, with clear service levels. The 4 Mar 2026 thread does not show the split being sent.

    Price: On the 2 Mar 2026 walkthrough Brent said price is the sticking point. On 25 Mar 2026 Owen Tallis joined the negotiation, held that the first-term discount was already offered, and Brent asked about year two.

    People: Dana is the champion. Brent signs, but finance and the board must approve first.

    Open at the end: No signature. The target is Friday 10 April 2026. The security questionnaire is with IT, the exit wording is draft only, and the £155k is a proposal figure, not executed paper.

    Bubbly Creek Logistics / BG-Demo – DiscoveryBubbly Creek Logistics / BG-Demo – DemoBubbly Creek Logistics / BG-Demo – DemoBubbly Creek Logistics / BG-Demo – ProposalBubbly Creek Logistics / BG-Demo – NegotiationProposal for your review

    Made from 5 calls · 4 email threads

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

  2. Q1 2025

    Q1 2025: one routine results news item

    One read in the period: a 5 Mar 2025 news item on Bubbly Creek Logistics reporting results and shifting Midwest freight demand. It was judged routine, with no leadership, ownership or product change.

    The analysis

    News: this period holds one read, a news item dated 5 Mar 2025. Bubbly Creek Logistics reported results and pointed to shifting Midwest demand for intermodal drayage and transloading.

    Company position: it said volumes had moved with container arrivals at regional ports and that it was adjusting capacity. It gave no detailed forecasts and expected demand to stay active across its core customers.

    Assessment of the read: the read judges it a results statement with no leadership, ownership or product change, so it does not by itself move the account. Its importance is neutral and its significance low.

    Open at the end: the period holds no calls, email threads or tickets, so the evidence shows no customer voice, no commitments and no open problems for this quarter.

    Bubbly Creek Logistics reports results as Midwest freight demand shifts

    Made from 1 news item

    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. 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

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

Bubbly Creek Logistics' pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 13 AI summaries of 14 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 4 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 · 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

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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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