Organisation folders
Organisation folders
Updated 9 Oct 26
Growing · ARR £125,000 · renews 1 Jul 2027 · CRM £118,750
Growing: Fenmoor holds an Enterprise order form at £125k a year to 30 Jun 2027. Active users rose from 45 to 64 and questions from 1268 to 2180 between May and Sep 2026. The CRM owner has left, and Tom Ashdown sends Richard Thorne a value case before the 14 Oct 2026 call.
At risk · ARR £44,000 · renews 1 Dec 2026 · CRM £88,000
At risk: Brackwell Freight's Growth renewal on 1 Dec 2026 is an unsigned £50k proposal against £44k today. Active users and questions have fallen since May 2026, champion Liam Doherty has gone, and the Finance Director wants a line-by-line reason.
At risk · ARR £45,000 · renews 5 Jan 2027
At risk: Veldmaat Payments' Growth renewal on 5 Jan 2027 rises from £45k to £50k. BG-Demo's own over-billing is disputed and refreshes keep running late, although usage is climbing past the 40 licensed users.
At risk · ARR £19,500 · renews 4 Jan 2027
At risk: the Starter renewal falls on 4 Jan 2027 at £22k, active users fell from 7 to 3, and Rob Ellery says the team stopped using B-Viz after the Salesforce move. Invoices are paid within terms, so this is a value risk.
Lost · CRM £44,000
Lost: the Growth order form at £44k a year ended on 2 Apr 2026 after notice to standardise on Signalvane, and usage stopped on 31 Mar 2026. A win-back lead at £50k including implementation is open, with a discovery call booked for 13 Oct 2026.
Lost
Lost: Quillmark Health declined the £155k Enterprise proposal and called the decision final on 31 Jul 2026, citing an unresolved data-integrity incident. It never had an order form, invoices or a tenant. The next move is a closing note to procurement.
Lost
Lost: Craig Oduya gave written notice on 6 Jul 2026 and the Growth term at £44k a year ended on 1 Sep 2026. Calderbrook moved to an in-house platform after usage fell and its figures stopped reconciling. The exit handover is still open.
Healthy · ARR £125,000 · renews 1 Oct 2027
Healthy: Ardcarne Life Assurance is on an executed Enterprise order form at £125k a year to 30 Sep 2027. Questions are rising, but no connectors are live and use leans on Niamh Costello. Ollie Pearson must date the first connector group by 13 Oct 2026.
Growing · ARR £58,000 · renews 5 Jan 2027 · CRM £58,000
Growing: Harrowden Foods' Growth subscription at £50k a year renews on 5 Jan 2027, with users and questions rising and 58 of 60 seats in use. Rajesh Mistry wants written usage proof before he discusses the renewal or the £8,000 add-on.
Healthy · ARR £50,000 · renews 2 Feb 2027
Healthy: Wexmoor is on Growth at £50k a year to 1 Feb 2027, with 37 of 40 seats active and usage up through the term. Repeat tickets and finance questions on seat value now press on the 2 Feb 2027 renewal.
Healthy · ARR £19,500 · renews 1 Jun 2027
Healthy: Brindlecote holds Starter at £20k to 31 May 2027 on an executed order form, and questions rose 18%. Toby Underwood asks half the questions and a Salesforce sync ticket is pending. Daniel Okafor is taking a Growth case to Ed Duckworth.
Lost
Lost: Corriemoor Foods' Starter term ended on 31 Jul 2025 after the renewal deal closed lost to an in-house build. There has been no usage since and all invoices were paid within terms. Daniel Okafor leads a win-back approach to Elliot Allott.
Lost
Lost: Tidecombe Housing did not renew its £20k Starter subscription, which ended on 28 Feb 2026 after the renewal was lost to an in-house build. Usage stopped after 27 Feb 2026. Tom Ashdown should sound out Bethany Hale about a win-back.
Healthy · ARR £44,000 · renews 1 Apr 2027
Healthy: Growth at £44k is paid within terms, 35 active users are steady and questions rose 12% since May. The 1 Apr 2027 renewal at £50k has no value case, so Elena Novak corrects the £44k quote and builds one with Elliot Kirkby.
Healthy · ARR £22,000 · renews 1 Jul 2027
Healthy: the Starter renewal at £22k is signed to 30 Jun 2027 and questions asked are rising. Repeated freshness incidents and reliance on Hugh Firth, who asks 29% of questions, are the weak points. Daniel Okafor owes him an overdue root-cause answer.
Healthy · ARR £48,500 · renews 1 May 2027
Healthy: Growth at £48k a year to 30 Apr 2027, every invoice paid within terms and questions rising. Finance Director Andrew Pickering is questioning forty seats and the account has no active owner since Priya Raman left. Marcus Bell sends a written note by 15 Oct 2026.
Watch · ARR £19,500 · renews 1 Jan 2027
Watch: Quaystead Marine Services renews its Starter subscription on 1 Jan 2027 at £22k against £20k today (12.8%), with no record of the rise raised. Usage is steady, invoices are paid within terms, and the Managing Director has not replied to renewal outreach.
At risk · ARR £51,000 · renews 1 Dec 2026 · CRM £58,000
At risk: Growth renewal on 1 Dec 2026 at £51k a year, with an unsigned £58k proposal, champion Ruth Ackroyd's user deactivated on 29 Jun 2026, one admin left and Stuart Kenyon refusing to pay more for less use.
Watch · ARR £19,500 · renews 1 Dec 2026
Watch: Silverbeck's Starter renewal rises from £20k to £22k (12.8%) on 1 Dec 2026. Usage is rising and invoices are paid, but Kevin Kershaw has not answered the renewal notice and two users ask 70% of questions.
Lost · CRM £39,600
Lost: Fairhallow Travel's Growth order form at £40k a year ended on 31 Dec 2025 without renewal, and usage stopped that day. The CRM still shows stage customer at £40k, and Tom Ashdown is correcting it.
Healthy · ARR £22,000 · renews 1 Mar 2027
Healthy: Wrenfield's executed Starter order form runs at £22k a year to 28 Feb 2027, paid within terms, and questions rose from 182 to 250 (37%) since May 2026. Adoption rests on a few users and one admin. Amara Obi should book the agreed team demo and QBR.
Healthy · ARR £19,500 · renews 1 Jun 2027
Healthy: a steady Starter customer at £20k a year, with 13 active users holding and questions up 9% since May 2026. Invoices were paid late, the CRM owner has left, and the renewal at £22k falls on 1 Jun 2027.
Healthy · ARR £120,500 · renews 1 Apr 2027
Healthy: Enterprise at £120k a year to 31 Mar 2027, renewing 1 Apr 2027 at £125k. Usage is rising and widely spread. The late refresh credit check and the executive sponsor introduction must close before the 27 Oct 2026 check-in.
Healthy · ARR £44,000 · renews 1 Apr 2027 · CRM £50,000
Healthy: Brakkevoort Logistics is on Growth at £44k a year to 31 Mar 2027 with nothing overdue, and questions recovered after an Aug 2026 dip. The CFO still wants a value case before the £50k renewal on 1 Apr 2027.
At risk · ARR £46,800 · renews 1 Nov 2026 · CRM £46,800
At risk: Clonvara's Growth renewal on 1 Nov 2026 at £50k against £47k today comes weeks after champion Siobhán Dunne was deactivated. One admin is left and COO Brendan Moran is questioning value. Invoices are paid within terms.
Watch · ARR £113,500 · renews 1 Jun 2027
Watch: Lindqvarn Retail is on an executed Enterprise order form at £114k a year to 31 May 2027. Usage is steady and invoices are paid, but champion Karin Sjöberg's platform user was deactivated on 4 Sep 2026 and the CFO wants a measured return.
Lost
Lost: Skovdal Software's Starter term ended on 31 Jan 2026 after the renewal deal was closed lost for budget, with no usage after 30 Jan 2026. Tom Ashdown is to approach Ida Mortensen, the former champion, about a return.
At risk · ARR £22,000 · renews 1 Feb 2027
At risk: Maelbeek Assurances' champion, Arnaud Janssens, was deactivated on 4 Sep 2026, 115 days before the £22k Starter renewal. Usage is rising, but Thomas Janssens carries 35% of questions. Marcus Bell should name a new sponsor on 2 Nov 2026.
Healthy · ARR £47,500 · renews 1 May 2027
Healthy: Auerhain Industrietechnik is on a Growth order form at £48k net to 30 Apr 2027, with active users up from 14 to 37 and 37 of 40 seats used. Renewal on 1 May 2027 is priced at £50k. Lewis Kerr should scope extra users with Lena Becker.
Healthy · ARR £50,000 · renews 1 Jun 2027
Healthy: Copperwick Logistics is on Growth at £50k a year to 31 May 2027, with users and questions rising fast. The CFO, Mike Delaney, wants a one-page ROI before any renewal talk, and Hollie Grieve owes it.
Growing · ARR £22,000 · renews 1 Jul 2027
Growing: Tallowfield Health Partners is on an executed Starter order form at £22k a year. Questions asked rose from 74 to 261 since go-live, billing is clean, and Nicole Hayes has asked for three more users, which needs a Growth upgrade.
Healthy · ARR £22,000 · renews 1 Apr 2027
Healthy: Wattlebrook is on Starter at £22k a year to 31 Mar 2027, users and questions have grown, and both invoices were paid within terms. The risk is reliance on Amara Clarke, who asks 51% of questions. Marcus Bell is to run a training refresher.
Lost
Lost: Ambrose Kell Associates' only Starter deal closed lost to an unnamed competitor on 15 Sep 2023. Nothing was signed or invoiced, and there has been no contact since 1 Sep 2023. Nell Ashcombe is to approach Emma Illingworth about a win-back.
Lost
Lost: Thornwick Haulage never signed. Its only Starter deal closed lost to an unnamed competitor on 22 Mar 2024, and nothing is on record since 7 Mar 2024. Tom Ashdown is to reopen the conversation with Dan Firth around the finance connector.
Lost
Lost: Kestle Bay Hotels never signed. The only deal, a new Starter deal of £26k, closed lost on 15 Nov 2024 for no decision after a discount was refused. Tom Ashdown now reopens it with Sam Hollis.
Prospect
Prospect: Ravensholt Capital has an open new Growth deal for £62k at the CRM's demo stage, expected to close 27 Nov 2026. Neil Barlow liked the demo, but the quoted prices differ between calls and the IT security review is outstanding.
Lost
Lost: Cairnlea Homes' only Growth deal, worth £56k in the first year, closed lost on 28 Feb 2025 on security review. Nothing was signed or invoiced, and a webinar invitation on 17 Nov 2025 went unanswered. Tom Ashdown is to reopen with Neil Metcalfe.
Lost
Lost: Penvarra Digital's only Starter deal, £26k with an annual value of £20k, closed lost to an unnamed competitor on 15 Dec 2023. There is no order form, usage or billing. Tom Ashdown is to make a win-back approach to Toby Lister.
Prospect
Prospect: one open Enterprise deal at £125k a year within a £155k total, with nothing signed. The security review and the COO's approval gate the 18 Dec 2026 target, and the written price split must reach him before the booked 21 Oct 2026 negotiation.
Lost
Lost: Stannard Vale Recruitment's only Starter deal closed lost on 27 Jun 2025 with no decision. Neither proposal was signed and there has been no contact since 29 May 2025. Lewis Kerr should re-approach Kirsty Carswell at the v2 Starter list of £22k.
Lost
Lost: Ashlowe Medical Group's only deal, a new Growth deal of £56k, closed lost on 26 Sep 2025 on the security review. Nothing was executed or invoiced, and the last contact was an unanswered webinar invitation on 1 Mar 2026.
Prospect
Prospect: Ivelbridge Software's CFO asked for the order form on 7 Oct 2026. Nothing is executed. The final Growth proposal quotes £62k first year, and Lewis Kerr must send a compliant order form before the negotiation call booked for 20 Oct 2026.
Prospect
Prospect: Marrowby Foods has had a discovery call and a demo on its own data. An open Growth deal of £62k expects to close on 11 Dec 2026, and a proposal call is booked for 12 Oct 2026. The single sign-on answer needs correcting before that call.
Lost
Lost: Stourleigh Logistics never signed. The 28 May 2026 Starter proposal lapsed and the deal closed lost to a competitor on 26 Jun 2026. Nothing is recorded since the 1 Jun 2026 call, but the champion and COO were engaged, so a debrief could reopen it.
Prospect
Prospect: Ledgerwood Freight has an unsigned Growth proposal, and the open deal at £62k is expected to close on 20 Nov 2026. The order form must settle the draft's conflicting wording before procurement joins the 26 Oct 2026 negotiation call.
Prospect
Prospect: Halberd Point Insurance has one open Enterprise deal at the CRM demo stage at £155k. The champion liked the 7 Sep 2026 demo but wants a security review, and the CFO has not replied to the 15 Jul 2026 proposal.
Lost
Lost: Brannigan Wolfe never signed. The Growth deal, £62k in amount, closed lost to a competitor on 29 May 2026, with no contact since 8 May 2026. Jordan Pike is to reopen contact with Danielle Butler, the former champion.
Lost
Lost: Vossberg Logistik's only deal, a new Enterprise deal, closed lost on security review on 12 Dec 2025. There is no order form, invoice or tenant. Sophie Ling's next step is to reopen with Lena Vogel by offering the security review session that was promised but never held.
Prospect
Prospect: one new Growth deal at the CRM's demo stage at £62k, expected close 13 Nov 2026, with no order form, invoices or usage. Lewis Kerr is to send a proposal at the v2 Growth list of £50k before the call booked for 27 Oct 2026.
Prospect
Prospect: Kilcarra Medical's Starter deal is in negotiation at £28k, expected to close on 23 Oct 2026. Nothing is signed and there is no ARR. The CFO is taking a three-month discount to his board, and a corrected order form must go out before the 14 Oct 2026 call.
Lost
Lost: Maison Vercourt's only deal, a new Growth deal, closed lost at the security review on 18 Jul 2025. It has £0 ARR, no order form and no invoices. Tom Ashdown is to reopen the security question with Claire Chevalier before the 15 Oct 2026 webinar.
Lost
Lost: Ekholm Byggtjänst's Starter deal at £26k closed lost on 20 Feb 2026 with no decision. Nothing was executed or invoiced. Lewis Kerr should reopen it with Sara Forsberg using a corrected v2 quote and a defined year-two price.
Lost
Lost: Muskwa Insurance Group's only Growth deal, at £62k, closed lost on 17 Jul 2026 with no decision. There is no order form or invoice and no contact since the 27 May 2026 demo. Jordan Pike should seek a finance-led proposal review through Dylan Tremblay.
Prospect
Prospect: an open Growth deal at CRM stage proposal worth £62k, expected to close 4 Dec 2026. Nothing is signed. The corrected order form should reach Hao Goh before the negotiation call booked for 29 Oct 2026.
Lost
Lost: Qasr Daleel Facilities Management's Enterprise deal was closed lost on 12 Jun 2026 on price. There is no order form, no invoices and no usage. Lewis Kerr is to reopen talks with Huda Haddad on price and refresh timing.
Lost
Lost: Trevanion Marine never signed. Its only Starter deal, at £26k, closed lost on 24 Nov 2023 after the Managing Director held it over data security. Tom Ashdown should reopen with Ian Nuttall through a security walkthrough with Tobias Renwick.
Prospect
Prospect: an unsigned £62k Growth proposal of 1 Oct 2026 is with Fiona Gledhill, COO. She will not proceed until security is cleared with her Head of IT. A negotiation call is booked for 23 Oct 2026.
Lost
Lost: Fosdyke Packaging's only Starter deal of £26k closed lost to a competitor on 31 Oct 2025, with no order form or invoices. There has been no contact since 27 Oct 2025. Tom Ashdown is to reopen with Sam Entwistle on the 19 Jun 2026 appointment.
Healthy · ARR £137,500 · renews 28 Feb 2027 · CRM £137,500
Healthy: Enterprise at £138k contracted ARR, usage steady and invoices paid, but the CFO questions value for 200 licences before the 28 Feb 2027 renewal. Daniel Okafor brings a sourced value note to the 23 Oct 2026 check-in.
Lost
Lost: Delancey Haig's Growth subscription at £44k a year ended on 2 Jul 2026 after notice on 19 May 2026, lost to an in-house build. Nothing is owed, but the notice is unanswered and the DPA exit duties have no recorded completion.
Growing · ARR £50,000 · renews 3 Feb 2027 · CRM £125,000
Growing: Brenneck Pay pays £50k a year on Growth to 2 Feb 2027 and has signed an Enterprise order form at £125k a year from 3 Feb 2027. Seats are full, but the 5 Oct 2026 call called that figure a total, and it must be corrected in writing.
Growing · ARR £50,000 · renews 30 Apr 2027
Growing: active users rose to 46 against 40 licensed on the £50k Growth order form, invoices are paid within terms, and a £12k expansion awaits privacy and security approval. Danielle Okonkwo is the only active admin.
Prospect
Prospect: one Enterprise deal at CRM proposal stage at £155k, expected close 11 Dec 2026, with nothing executed. Signature waits on the security review, PRA notification and written exit, audit and access terms.
Watch · ARR £47,500 · renews 28 Dec 2026
Watch: the Growth renewal on 28 Dec 2026 is priced at £50k against £48k today, and Finance Director Philip Annear wants proof of value first. Usage is steady and every invoice is paid, so the risk is value, not money.
Healthy · ARR £48,500 · renews 1 May 2027
Healthy: Growth at £48k a year to 30 Apr 2027, fully paid, with 36 active users held since May 2026. Stuart Haworth questions value and the CRM owner has left; Marcus Bell sends a one-page value case before the 1 May 2027 renewal at £50k.
Watch · ARR £119,000 · renews 6 Jan 2027
Watch: Kingdon Diagnostics renews Enterprise on 6 Jan 2027, moving from £119k a year to a £135k renewal deal. The CFO wants a business case before he signs. Usage is level and invoices are paid within terms.
Healthy · ARR £129,000 · renews 10 Jul 2027 · CRM £130,000
Healthy: Enterprise renewed at £129k a year to 9 Jul 2027, invoices paid within terms, and questions back to 4242 in Sep 2026 after an August dip. The risks are quiet seats, two missed P1 responses and price figures that disagree across records.
Healthy · ARR £50,000 · renews 15 Aug 2027
Healthy: an executed £50k Growth order form runs to 14 Aug 2027, invoices are paid within terms and questions rose 13% to Sep 2026. The main risks are reliance on two askers and a value case for the CFO.
Watch · ARR £48,000 · renews 24 Nov 2026 · CRM £48,000
Watch: the Growth renewal on 24 Nov 2026 is 46 days away and carries a price rise. Ruud Verhoeven has questioned value and Femke van Gestel questions fifty seats. Usage holds steady and every invoice was paid within terms.
Healthy · ARR £58,000 · renews 1 Apr 2027 · CRM £58,000
Healthy: Pemaquid Analytics is on Growth at £50k a year, with a 29 Sep 2026 add-on and renewal on 1 Apr 2027. Usage is rising, but the CFO wants cost per seat shown first. Hollie Grieve sends the value case by 30 Oct 2026.
Lost
Lost: Kelvinhaugh Pension Services' Growth order form at £44k a year ended on 8 Feb 2026 without renewal, lost on budget. Usage stopped that day and every invoice was paid, so this was a value loss. Daniel Okafor leads a win-back through Ailsa Dunlop.
Lost · CRM £39,600
Lost: Saltdean Hart Insurance Brokers' Growth term ended on 21 Nov 2025 and the renewal deal closed lost to an acquired competitor. Both invoices were paid within terms, so this was a value loss. Marcus Bell should open a win-back with Nigel Ferris.
Prospect
Prospect: Hallam Ferrier has an open Growth proposal at £62k total, implementation included, with a CRM expected close of 13 Nov 2026. Richard Staniforth will not sign before the partners agree, and the per-partner value case is not yet written.
Prospect
Prospect: an open Enterprise proposal at £125k a year, £155k with implementation, targeting 8 Jan 2027. Nothing is signed, and Frank Delgado gates the deal on a security review that has no customer owner yet.
Lost
Lost: Haverkamp Kontraktlogistik's only Enterprise deal closed lost on price on 12 May 2026, with no order form, invoice or open pipeline. Matteo Ricci is to re-approach Stefan Meyerhoff with works council answers.
Healthy · ARR £19,500 · renews 22 Jun 2027
Healthy: Garrow Lusk renewed Starter at £20k to 21 Jun 2027 and questions are rising. Invoices are paid late, refresh failures left a question unanswered, and the £22k renewal on 22 Jun 2027 needs a value case.
Watch · ARR £22,000 · renews 19 Aug 2027 · CRM £41,500
Watch: Starter at £22k to 18 Aug 2027, with blank customer signature lines and a duplicate CRM record showing £42k. Questions recovered to 276 in September 2026 after an August dip, but Daniel Iqbal asks 36% and Liam Corner is the only admin.
Watch · ARR £44,000 · renews 23 Apr 2027
Watch: Ellerby Dental Group is on Growth at £44k a year to 22 Apr 2027, renewing at £50k. Usage is steady, but the champion has gone, Megan Statham is the only active admin and the CFO reports narrow use. Elena Novak is to offer a Derby training day.
Watch · ARR £22,000 · renews 22 Jul 2027
Watch: Kadewerk Software pays its £22k Starter subscription within terms and usage holds. However, champion Sanne de Wit's platform user was deactivated on 26 May 2026, and a ticket calling results untrustworthy has no outcome on record.
Healthy · ARR £118,750 · renews 28 May 2027 · CRM £118,750
Healthy: Penwortham Mutual's executed Enterprise order form runs at £119k a year to 27 May 2027. Active users rose from 9 to 90 since May 2026 and invoices are paid within terms. Hollie Grieve must answer Phil Catterall's request to add users and settle the connector cap.
Healthy · ARR £50,000 · renews 13 Mar 2027
Healthy: Bayard Lane Payments is on Growth at £50k a year to 12 Mar 2027, paid within terms, with questions up from 647 to 1,094 since May 2026. The open Salesforce connector error should be closed before the November renewal conversation.
Watch · ARR £47,500 · renews 7 Jan 2027
Watch: Kesselfeld Software renews on 7 Jan 2027 at £50k against £48k today, above a £44k figure quoted on 21 Nov 2025. Usage is steady, Florian Becker has not replied, and Marcus Bell must send a value case before the 27 Oct 2026 call.
Healthy · ARR £22,000 · renews 17 Jul 2027
Healthy: a Starter customer at £22k a year since Jul 2026, paid within terms, with questions up from 33 to 301. Chloe Hart asks 41% of questions and Ben Tozer is the only admin. Amara Obi books a Growth scoping session by 9 Oct 2026.
Healthy · ARR £22,000 · renews 13 May 2027
Healthy: Coorabell Logistics is on a £22k Starter order form renewing 13 May 2027, with users up from 3 to 11 and questions from 36 to 472. Two people ask most questions and Lachlan Nguyen is the only admin. Hollie Grieve tests a Growth upgrade on 27 Oct 2026.
Healthy · ARR £22,000 · renews 26 Jun 2027
Healthy: a Starter customer since Jun 2026 at £22k a year, with usage climbing every month, both invoices paid within terms and renewal on 26 Jun 2027. The weakness is concentration: Ciara Joyce, the sole admin, asks 78% of questions.
Lost
Lost: Tannahill Systems' Starter order form ended on 5 Apr 2025 and the renewal deal closed lost for budget, with every invoice paid within terms. Nell Ashcombe should reopen it with Moira Sinclair on a budget-led Starter win-back case.
Lost
Lost: Marchbank Couriers' only Starter order form ended on 23 Nov 2024. The renewal closed lost to an in-house build and usage stopped on 22 Nov 2024. Tom Ashdown should reopen contact with Derek Imrie.
Prospect
Prospect: Fothergill Brice has an open Growth deal at proposal stage, £62k for year one then £50k a year, with nothing executed. Corrected P1 and refresh wording must reach Lydia Ashurst before the 28 Oct 2026 negotiation call.
Prospect
Prospect: a £28k first-year Starter deal is at the CRM's negotiation stage, with expected close on 30 Oct 2026. The order form sent on 2 Oct 2026 is unsigned, the Finance Director wants a lower price, and there has been no reply since the 5 Oct 2026 chase.
Prospect
Prospect: an open Growth deal at £62k sits at the CRM stage demo after a positive demo with Tasha Merriweather. No proposal is shown as sent and nothing is signed; a proposal call with the Chief Operating Officer is booked for 26 Oct 2026.
Prospect
Prospect: Sloane Kittery Software has an open £28k Starter proposal at the CRM proposal stage, expected to close 6 Nov 2026. Finance wants an ROI case and legal wants the DPA reviewed. Jordan Pike owes Lisa Marchand a value case before the 19 Oct 2026 call.
Prospect
Prospect: an open Growth deal at £62k sits at the demo stage in the CRM, expected to close 18 Dec 2026, with nothing signed. An Peeters needs management approval, and a proposal call with the Chief Financial Officer is booked for 26 Oct 2026.
Prospect
Prospect: an open Growth deal at the CRM stage demo, £62k for the first year, expected close 15 Jan 2027. The champion wants to move forward, but nothing is signed and the economic buyer's audit-trail need may point to Enterprise.
Lost
Lost: Ouseburn Media's only deal, a Starter deal at £20k a year, closed lost on 8 Sep 2023 after a security review. Nothing has been recorded since 11 Aug 2023. Tom Ashdown is to reopen the account through Erin Milburn.
Lost
Lost: Carnwath Haulage's only deal, a new Growth deal, closed lost to a competitor on 4 Dec 2023, with no order form, invoice or reply since an unanswered 7 Jan 2025 invite. Tom Ashdown is to reopen it with a finance reconciliation value case.
Lost
Lost: Pelham Rowe Insurance Brokers has no contract or invoices, and its only Starter deal, at £26k, closed lost on 2 Feb 2024 on security review. Tom Ashdown should write to Naomi Fordham to reopen the conversation.
Lost
Lost: Stenhouse Physiotherapy Group's only deal, Growth at £56k for year one, closed lost to a competitor on 22 Apr 2024. No contact since an unanswered invite on 11 Apr 2025; Tom Ashdown is to reopen talks with Rhona Aitken.
Lost
Lost: Kersey Mill Foods never signed. Its only Growth deal closed lost at security review on 9 Sep 2024. There has been no conversation since 5 Aug 2024, and Tom Ashdown is to try a security-led win-back through Gillian Woolnough.
Lost
Lost: Irwell Payroll Services' only deal, a new Starter deal at £26k, closed lost on 1 Nov 2024 for no decision, and nothing is recorded since 1 Oct 2024. Tom Ashdown should reopen it through Dawn Hindle at the v2 Starter list of £22k.
Lost
Lost: Ardfinnan Freight Services' only Growth deal closed lost on 6 Feb 2025 for no decision. A currency question went unanswered and the order form missed the agreed discount. Lewis Kerr should send Brendan O'Mahony a refreshed Growth proposal.
Lost
Lost: the only deal, for the Growth tier, was closed lost on 26 Jun 2025 over the security review. There is no order form, no usage and no contact since 9 Jun 2025. Sophie Ling should reopen talks with Camille Lefebvre on the reported cross-border route expansion.
Lost
Lost: Wickersley Building Supplies' only deal, a Starter new-business deal, closed lost on 5 Aug 2025 with no decision. Nothing was executed or invoiced. Lewis Kerr should reopen a Starter deal with Shaun Godley, with an answer on implementation fee phasing.
Lost
Lost: Cadnam Rise Recruitment never signed. Its one Starter deal closed lost on 12 Sep 2025 with the reason no decision. Lewis Kerr should ask Phoebe Lacey whether Snowflake, which gated the deal, is now in place.
Lost
Lost: Kinbasket Insurance Brokers never signed. The only Growth deal closed lost on 22 Jan 2026 for no decision, with no contact since 7 Jan 2026. Jordan Pike should reopen it with a v2 Growth proposal.
Lost
Lost: Kallang Reach Payments never signed. The only Growth deal closed lost on 13 Mar 2026 with no decision, and nothing is recorded since 4 Feb 2026. Sophie Ling should reopen it with a corrected v2 Growth quote to Arvind Pillai.
Lost
Lost: Pawtuxet Foodservice never signed. Its one Enterprise deal, £155k in year one, closed lost on 22 Apr 2026 to a competitor. Jordan Pike should reconcile the proposal terms and reopen contact with Vincent Almeida, who had accepted that price.
Lost
Lost: Greer Ocampo Staffing's Growth deal closed lost at security review on 3 Jun 2026, with nothing signed or invoiced. Jordan Pike is to reopen it through champion Brianna Ocampo with a plain security answer and one reconciled Growth offer.
Lost
Lost: Aldbourne Hospice Care's only deal, a new Starter deal at £28k, closed lost on 6 Jul 2026 with the reason no decision. Nothing is executed or invoiced. Sophie Ling should approach Robin Hatherell about a win-back on the board's scale-back concern.
Lost
Lost: Lathom Sands Leisure Parks never signed. The only Growth deal, at £44k a year, closed lost on price on 3 Nov 2025, with no contact since 24 Sep 2025. Lewis Kerr is to reopen with Victoria Gaskell using a corrected proposal.
Lost
Lost: Ostwalder Versicherungsmakler's only Growth deal, £56k, closed lost on 16 Feb 2026 to a competitor. There is no order form, invoice or usage, and nobody has spoken to them since 7 Jan 2026. Matteo Ricci should seek a loss review with Miriam Theisen.
Lost
Lost: the Growth deal at £62k closed lost on 7 May 2026 for no decision, with nothing signed or invoiced and no contact since 16 Apr 2026. Matteo Ricci should send Søren Lund one written Growth price to reopen it.
At risk · ARR £41,800 · renews 2 Dec 2026 · CRM £22,000
At risk: Carnmoor Fleet Leasing has signed a Starter renewal at £22k a year from 2 Dec 2026, down from £42k on Growth. Active users fell 35% since May 2026, and the CIO's platform review keeps not renewing in view.
Healthy · ARR £52,000 · renews 11 Apr 2027 · CRM £52,000
Healthy: Harcastle Environmental holds Growth to 10 Apr 2027 and users and questions are rising. The CFO wants a value case, and the QBR renewal quote conflicts with the £50k renewal price. Marcus Bell owes Nicola Brearley a ticket explanation before the 14 Oct 2026 check-in.
Prospect
Prospect: nothing is signed, but the £155k Enterprise deal is at the CRM proposal stage with expected close 4 Dec 2026. Security cleared on 22 Sep 2026. The CFO's Signalvane question and her year-two price hold request remain open.
Watch · ARR £120,500 · renews 10 Jan 2027
Watch: Brimscombe Energy's Enterprise renewal on 10 Jan 2027 carries a price rise Graham Tovey called larger than expected. Invoices are paid and usage is rising, but the value case is unmeasured and the renewal paper contradicts the order form.
Lost
Lost: Ashwell Mercer Interiors' Growth order form ended on 22 Aug 2026 after the company entered administration and the joint administrator declined renewal. ARR is £0 and the final invoice was written off. The administrator is still owed a written reply on data and charges.
Healthy · ARR £125,000 · renews 28 Aug 2027 · CRM £130,000
Healthy: Kenmure Business Telecom's Enterprise renewal is signed at £125k to 27 Aug 2027, every invoice was paid within terms and 138 users are active. The CFO's question on what the subscription buys needs a written value case after the 12 Oct 2026 check-in.
Watch · ARR £110,000 · renews 4 Apr 2027
Watch: champion Kelly Swainston's platform user was deactivated on 6 Mar 2026, and Finance Director Steven Holroyd ties the £125k renewal on 4 Apr 2027 to proven value. Billing is clean and active users held at 127.
Healthy · ARR £45,000 · renews 10 Apr 2027
Healthy: Hartside Student Living is on the executed Growth order form at £45k a year, and active users rose from 17 to 32 by Sep 2026. Renewal on 10 Apr 2027 moves to £50k and the CFO wants cost points, so Hollie Grieve is building the value case.
Lost · CRM £23,000
Lost: Ardenmore's last Starter order form at £23k a year ended on 29 Aug 2025 after the renewal deal was closed lost for budget. Usage has ended. Marcus Bell is to reopen contact through Matthew Grice for a right-sized return.
Healthy · ARR £52,500 · renews 5 Feb 2027 · CRM £52,500
Healthy: Veenendrecht Payments is on Growth with rising usage and every invoice paid within terms. The payment connector awaits new credentials, and the CFO wants a value summary before the 5 Feb 2027 renewal at £50k.
Healthy · ARR £125,000 · renews 1 May 2027
Healthy: Enterprise at £125k a year to 30 Apr 2027, invoices paid within terms, and active users up from 40 to 114. The CFO's challenge on licence value at the 8 Oct 2026 QBR needs a written value case before the 1 May 2027 renewal.
Healthy · ARR £50,000 · renews 26 May 2027
Healthy: Pellegrin Hart Benefits is on Growth at £50k a year to 25 May 2027, with invoices paid within terms and usage up to 30 active users and 968 questions in Sep 2026. The value case Allison Pereira wants before renewal is not yet built.
Watch · ARR £22,000 · renews 18 Sep 2027 · CRM £40,525
Watch: the Starter renewal is signed at £22k to 17 Sep 2027 and invoices are paid within terms, but a duplicate CRM record shows £41k. Usage is steady, though Ciara Brady asks 46% of questions. Elena Novak widens use before the 4 Nov 2026 check-in.
Lost
Lost: the Growth order form at £48k a year ended on 24 Jul 2026 with no renewal, after the renewal deal closed lost on budget. Every invoice was paid. The CFO doubted value against forty licences, and the champion had left.
Prospect
Prospect: Cawthorne Learning has an unsigned Growth proposal at £50k a year, £62k with implementation, and close is expected 18 Nov 2026. Patrick Rowbotham wants the board to see cost per provider first. Harvey Doyle sends that pack before the 14 Oct 2026 negotiation call.
Prospect
Prospect: an Enterprise proposal of 1 Oct 2026 at £125k annual price is open, with nothing executed or invoiced. Eric Halvorsen will not sign before privacy and security approve, and a negotiation call is booked for 19 Oct 2026.
Watch · ARR £20,900 · renews 7 Jan 2027
Watch: Haddon Rook Logistics renews on 7 Jan 2027 at £22k against £21k today as the Starter first-term discount ends. Usage is steady and invoices are paid within terms, but Janice Haddon has not replied to the 8 Oct 2026 renewal email.
Watch · ARR £22,000 · renews 23 Sep 2027
Watch: Marsden Vale Recruitment renewed on Starter at £22k and pays within terms. Its champion left in Apr 2026, and the Managing Director's 14 Sep 2026 price question has no reply on record. Tom Ashdown is due to reply by 11 Oct 2026.
Healthy · ARR £19,500 · renews 1 May 2027
Healthy: Wellbrook Facilities is on Starter at £20k to 30 Apr 2027, with every invoice paid within terms and 10 active users. The renewal on 1 May 2027 rises to £22k and the CRM owner has left, so Marcus Bell takes ownership.
Watch · ARR £19,500 · renews 30 Jan 2027
Watch: Starter at £20k renews on 30 Jan 2027 at £22k (12.8%). Questions are up 18% but rest on two people, and the CRM owner has left. Daniel Okafor brings a value case to the 26 Oct 2026 check-in.
Watch · ARR £50,000 · renews 10 Sep 2027 · CRM £91,800
Watch: Pelton Grange Care renewed Growth at £50k to 9 Sep 2027 and pays on time, with questions rising. A duplicate CRM record shows £92k, and Lindsay Pallister's slow-query ticket is waiting on engineering.
Watch · ARR £19,500 · renews 20 Oct 2026 · CRM £30,000
Watch: Fulford Ings Software's Starter renewal rises from £20k to £22k on 20 Oct 2026, but the stored renewal form shows blank signature lines. Usage is steady at 11 active users with questions rising, and William Coultas has questioned the rise.
Healthy · ARR £50,000 · renews 25 Feb 2027
Healthy: Tilden Marsh Logistics holds Growth at £50k a year to 24 Feb 2027, with questions up 40% since May 2026 and both invoices paid within terms. The call recorder connector fault from 17 Sep 2026 must close before the renewal.
Healthy · ARR £22,000 · renews 25 Jun 2027
Healthy: a paid-up Starter customer at £22k a year, renewing 25 Jun 2027. Active users rose from 1 to 10 and questions from 13 to 564 since Jun 2026, but usage rests on one admin, Hector Villarreal.
Healthy · ARR £50,000 · renews 29 Dec 2026
Healthy: Growth at £50k renews on 29 Dec 2026 at an unchanged price. Questions rose 17% since May 2026 with 36 of 40 seats active, and a renewal call with the CFO is booked for 13 Oct 2026.
Healthy · ARR £47,500 · renews 7 Apr 2027
Healthy: Kronfeld Assekuranz is on a £48k Growth order form renewing on 7 Apr 2027 at £50k. Users and questions are rising and the champion is positive, but Philipp Schulz asks 33% of questions. Daniel Okafor holds a QBR value case by 6 Nov 2026.
Watch · ARR £22,000 · renews 29 Aug 2027
Watch: Kilcolgan Payments renewed Starter at £22k to 28 Aug 2027 and is paid up, but champion Clodagh Fitzgerald's user was deactivated and Eoin Hegarty is the only admin. Daniel Okafor seeks a new sponsor at the 12 Oct 2026 check-in.
Healthy · ARR £22,000 · renews 5 Feb 2027
Healthy: Saltia Hardware Distributors is on a £22k Starter order form renewing 5 Feb 2027. Questions rose 22% since May 2026. Blank customer signatures, a renewal clause conflict and late payment need settling before the notice point.
Healthy · ARR £22,000 · renews 6 Mar 2027
Healthy: Leiekant Accountants' Starter subscription at £22k renews unchanged on 6 Mar 2027. Both invoices are paid and questions are up 44% since May 2026, but renewal intent is untested and two users ask over half the questions.
Lost · CRM £19,500
Lost: Stainmore Haulage's Starter term at £20k per year ended 27 Nov 2025 after the renewal went to an in-house build. Usage stopped that day. Tom Ashdown should approach Ronald Hetherington about a win-back by 15 Oct 2026.
Lost
Lost: Whitlingham Wealth's Growth order form ended on 21 Nov 2025 after the renewal closed lost for budget, and usage stopped that day. Invoices were paid within terms. Daniel Okafor should test a budget-led win-back with Hugo Bacon.
Prospect
Prospect: Beth Venn says finance approved the Growth terms and signing before the end of November works, but nothing is executed and calls quoted forty-four thousand against the £50k proposal. Harvey Doyle must settle one written price before the 22 Oct 2026 negotiation call.
Prospect
Prospect: Kirkhope Insurance Services has said Starter is right for them, and a £28k deal is expected to close on 13 Nov 2026. Nothing is signed. The £20k quoted on the 8 Oct 2026 call conflicts with the £22k proposal, so a corrected order form is needed.
Prospect
Prospect: Gatcombe Lees has an open Growth deal at demo stage, £62k, with an expected close of 11 Dec 2026. Georgina Lees is an engaged champion, but no proposal is on paper and the Managing Partner and IT have not yet spoken with BG-Demo.
Prospect
Prospect: Rastrick Precision Components has nothing signed. Clifford Rastrick asked for the Growth order form on 17 Sep 2026, the £62k total first year proposal is an open item, and a negotiation call is booked for 26 Oct 2026.
Prospect
Prospect: an open Enterprise deal at the CRM's demo stage, amount £155k, forecast to close 15 Jan 2027. Heidi Krueger was pretty convinced after the 10 Sep 2026 demo, and Jordan Pike is preparing for the 13 Oct 2026 proposal call. No order form, invoice or usage exists yet.
Prospect
Prospect: an unsigned Growth proposal of £50k a year plus £12k implementation, with close expected 20 Nov 2026. The champion and CFO are positive, but terms spoken on the 9 Oct 2026 call conflict with Growth and the order form must be corrected first.
Prospect
Prospect: an open Growth deal at the CRM demo stage, £62k, expected to close 4 Dec 2026. Iris Bosch wants pricing, but Gerrit Kromhout, the economic buyer, missed the demo. Matteo Ricci owes a written proposal before the call booked for 12 Oct 2026.
Prospect
Prospect: a new-business Starter deal of £28k sits at the CRM's proposal stage, expected to close 9 Nov 2026. Nothing is executed, and Katharina Richter must check with a colleague before approval is confirmed.
Prospect
Prospect: no order form, invoices or ARR. One open Growth deal at £62k is expected to close 4 Jan 2027. Emma Sandberg is a positive champion, but the quote holds only to year end and IT access is unconfirmed. The proposal call is booked for 19 Oct 2026.
Lost
Lost: Gilberdyke Freight's only deal, a £56k Growth deal, closed lost with no decision on 14 Nov 2023, and nothing is recorded since. Tom Ashdown is to reopen the account with Mick Rhodes on external customer access.
Lost
Lost: Cuckfield Insurance Brokers never signed. Its only Starter deal closed lost on 23 Jan 2024 for no decision, with nothing recorded since the 19 Dec 2023 proposal call. Tom Ashdown should reopen it with Giles Hammond at the v2 Starter list of £22k.
Prospect
Prospect: Hampton Lucy Estates has no order form and £0 ARR. The 2024 Starter deal closed lost for no decision, Priya Raman, who held every call, has left, and Sophie Ling should reopen with Camilla Dewsbury at the current Starter price.
Lost
Lost: Ryhope Catering Supplies never became a customer. Its one Growth deal closed lost on price on 8 Nov 2024, with no contact since the 18 Sep 2024 demo. Tom Ashdown should reopen with Julie Wardhaugh on access control.
Lost
Lost: Fulbourn Underwriting's only Enterprise deal, £140k in year one, closed lost on 6 Feb 2025 with no decision after stalling on the COO's security review. Lewis Kerr is to reopen talks through Octavia Blake with a security scope walkthrough.
Lost
Lost: Pendle Valley Academies never executed an order form. The Growth deal closed lost on price on 11 Jul 2025, and there has been no contact since 27 Jun 2025. Sophie Ling should reopen it through Amanda Holt with a value case for the CFO.
Lost
Lost: Kittatinny Payments' only Growth deal closed lost at security review on 2 Jan 2026, with no order form, no ARR and no contact since 2 Dec 2025. Tom Ashdown should reopen talks with Alyssa Romano.
Lost
Lost: the Wabash Crossing Logistics Enterprise deal closed lost at security review on 23 Mar 2026. There is no contract, usage or conversation on record since the 30 Jan 2026 demo. Jordan Pike should ask Rhonda Stierwalt what failed.
Lost
Lost: Sabino Ridge Health signed no order form. The CRM closed its only Growth deal, £62k, lost to an unnamed competitor on 10 Aug 2026. There has been no contact since the 6 Jul 2026 proposal call. Jordan Pike is to seek a win-back conversation with Gabriela Montoya.
Lost
Lost: Haverlanden Assurantiën's only deal, a new Growth deal, closed lost with no decision on 28 Mar 2025. Nothing has followed since the 21 Feb 2025 demo. Lewis Kerr is to seek a win-back call through Jolien van Dijk with Willem Arts involved.
Lost
Lost: Ballyvourney Software's Growth deal was closed lost on price on 1 Jul 2026, even though users backed it at the 28 May 2026 demo. There is no order form and no invoice. Matteo Ricci should reopen the deal with Úna Hanrahan and the CFO.
Lost
Lost: Kempenland Distributie's only Growth deal closed lost on price on 3 Dec 2025, with nothing executed or invoiced. Matteo Ricci should reopen it through Lien Verstraete with a revised Growth price case for Wim Goossens.
Lost
Lost: Delaunay Brisset Courtage's only deal, a new Growth deal, closed lost on 10 Apr 2026 at security review. There is no order form, usage or invoice. Matteo Ricci should reopen with Laurent Brisset on Enterprise at the v2 list.
Lost
Lost: Pasir Laut Logistics never signed. Its only Growth deal, at £56k, closed lost on 14 Feb 2025 with no decision, and nobody has spoken to it since the 16 Jan 2025 call. Tom Ashdown should reopen it with Mei Xin Lim.
Healthy · ARR £58,000 · renews 17 Jan 2028
Healthy: Kelbrook Mutual Insurance holds Growth at £58k a year to 16 Jan 2028, with all invoices paid within terms and questions up 14% since May 2026. The risk is value: claims doubts freshness and the CFO wants a checkable figure.
Healthy · ARR £113,500 · renews 28 Feb 2027
Healthy: the executed Enterprise order form at £114k a year is fully paid and usage is steady. Fiona Metcalfe still wants a usage case before the 28 Feb 2027 renewal at £125k.
Healthy · ARR £26,000 · renews 29 Aug 2027
Healthy: the Starter renewal at £26k is executed and invoices are paid within terms, with active users up from 19 to 24 since May 2026. Femi Adeyemi cannot yet measure the benefit and Ciaran Doherty is the only admin, so a value measure is due before the 27 Oct 2026 check-in.
Prospect
Prospect: BG-Demo is intended winner of Kielderside's Enterprise tender at £125k a year, but nothing is signed. Standstill, board approval and a legal review of the funding clause stand before signature planned by 13 Nov 2026.
Healthy · ARR £44,000 · renews 5 Jun 2027
Healthy: Growth at £44k a year is executed to 4 Jun 2027, invoices are paid within terms and usage is rising. Finance Director Nigel Fairbrother wants a usage trend and a value figure in pounds before the 5 Jun 2027 renewal at £50k.
Healthy · ARR £47,500 · renews 6 Mar 2027
Healthy: Growth customer at £48k a year, renewing on 6 Mar 2027 at £50k. Users and questions have grown since May 2026, invoices are paid within terms, and trust is recovering after the Aug 2026 data dip. The Finance Director needs a measured value case.
Prospect
Prospect: nothing executed. The 5 Oct 2026 proposal offers Growth at £50k a year, £62k first-year total. Champion Lisa Dewhirst holds no budget, the IT review is open, and a negotiation call with Michael Dinsdale is booked for 20 Oct 2026.
Healthy · ARR £118,750 · renews 7 Apr 2027 · CRM £125,000
Healthy: Enterprise at £119k a year to 6 Apr 2027, with active users up from 79 to 148 against 150 seats. A study source stopped loading on 8 Oct 2026 and renewal budget is uncommitted. Hollie Grieve owes Meredith Sullivan a cause and a fix date.
Watch · ARR £47,500 · renews 16 Jan 2027
Watch: Kralingse Expeditie's Growth renewal on 16 Jan 2027 rises 5.3% to £50k as the first-term discount ends. Usage has recovered from an August dip and invoices are paid within terms, but Bart Huisman wants a value case first.
Healthy · ARR £22,000 · renews 30 Apr 2027
Healthy: Ludworth Lettings is a paid-up Starter customer at £22k a year, with users and questions rising and a champion who would keep B-Viz. The renewal on 30 Apr 2027 needs a time-saved case for Stephen Arden, the Managing Director.
Healthy · ARR £50,000 · renews 13 Feb 2027
Healthy: Feldmoching Software's £50k Growth subscription renews on 13 Feb 2027. Usage is rising and both invoices were paid within terms, but the CFO, Florian Wimmer, needs a sourced value case before the budget is discussed.
Healthy · ARR £110,000 · renews 10 Feb 2027
Healthy: Enterprise at £110k a year, all three invoices paid within terms, questions up 14% since May 2026. The £125k renewal on 10 Feb 2027 needs a value case for Lorna Cairns's managing director, and the account has no active owner.
Lost · CRM £19,500
Lost: Sprotbrough Recruitment's Starter term ended 30 Jul 2025 after the renewal closed lost to an in house build. Usage stopped that day, and the CRM still shows customer and £20k. Daniel Okafor should confirm data deletion with Terry Hinchcliffe.
Lost
Lost: Eccup Software's Growth order form ended on 6 May 2025 after the renewal closed lost on budget, and usage stopped that day. Marcus Bell is to offer Vincent Ackerley, the CFO, a usage case by 9 Oct 2026.
Healthy · ARR £50,000 · renews 29 Dec 2026
Healthy: Menlo Quay Medical's £50k Growth contract is paid up, 33 of 40 seats are active and questions rose 19% since May. A trust gap among key account managers and the CFO's query over a £125k CRM figure need settling before the term ends on 28 Dec 2026.
Prospect
Prospect: an open Enterprise deal at £125k a year, £155k in the first year including implementation, with nothing signed. Danielle Novotny champions it, but the CFO needs a three-year cost view and four security items must clear first.
Lost
Lost: Stanedge Healthcare's only Enterprise deal closed lost on 12 May 2026 for no decision. There is no order form, tenant or invoice. The CFO's cost split was never sent, and Tom Ashdown should reopen the conversation with Caroline Westby.
Watch · ARR £19,500 · renews 24 Oct 2026 · CRM £22,000
Watch: Clayhithe Logistics has a signed Starter renewal at £22k a year from 24 Oct 2026, a 12.8% rise. The Managing Director questioned its value on the 14 Sep 2026 call, and Scott Atkinson asks 48% of questions.
Watch · ARR £47,500 · renews 6 Feb 2027
Watch: Rufforth Bakeries renews on Growth on 6 Feb 2027 at £50k against £48k today. Usage is rising and invoices are paid, but finance, the likely approver, is not yet engaged. Elena Novak should book a finance walkthrough with Brian Kilvington.
Healthy · ARR £22,000 · renews 7 Jan 2027 · CRM £24,000
Healthy: Larkspire Software's executed Starter order form at £22k is paid within terms and questions rose 28% from May 2026 to Sep 2026. The renewal on 7 Jan 2027 is unconfirmed: Rupert Haines has not replied to the notice, and one admin runs the tenant.
Watch · ARR £22,000 · renews 23 Sep 2027
Watch: Yealmpton Accountants' £22k Starter renewal is signed and paid to 22 Sep 2027, but champion Jenny Trethewey has gone, the CRM owner has left BG-Demo and the partners questioned value in Aug 2026.
Healthy · ARR £44,000 · renews 1 Mar 2027
Healthy: Growth at £44k to 28 Feb 2027, renewing on 1 Mar 2027 at £50k. Questions rose 12% from May to Sep 2026 across many people. The main risk is Trevor Bulmer's record of challenging value, so Marcus Bell books a value review with him.
Healthy · ARR £22,000 · renews 21 Sep 2027
Healthy: a new Starter customer on an executed order form at £22k a year, renewing 21 Sep 2027. Usage is rising from a near-empty base and rests on Bryony Vosper. Onboarding found data-trust gaps that Hamza Akhtar must close.
Healthy · ARR £50,000 · renews 27 Mar 2027
Healthy: Shawsheen Freight is on a £50k Growth order form renewing 27 Mar 2027, with 37 of 40 seats active and both invoices paid within terms. A stale freshness day and a pending duplicate loads ticket need closing before the QBR.
Healthy · ARR £22,000 · renews 5 Jun 2027
Healthy: Assunpink Software's Starter order form runs to 4 Jun 2027 at £22k, with 14 of 15 seats active and questions up from 112 to 555. Trust in fresh data and a single admin need watching. Jordan Pike should propose an extra 10 users.
Healthy · ARR £22,000 · renews 20 Jul 2027
Healthy: a paid-up Starter customer at £22k a year. Questions rose from 33 to 468 between Jul 2026 and Sep 2026, but Brianna Hollis, the only active admin, asks 62% of them. Marcus Bell is to widen use to finance and name a second admin.
Healthy · ARR £22,000 · renews 16 Apr 2027
Healthy: the executed Starter order form at £22k is paid within terms and usage is rising, with questions up 108% since May 2026. Renewal on 16 Apr 2027 is at an unchanged price; the watch points are a single admin and one heavy user.
Healthy · ARR £47,500 · renews 6 Mar 2027
Healthy: usage keeps rising on the Growth order form, with 39 of 40 seats active and questions up from 680 to 1,138. Invoices are paid within terms. Renewal on 6 Mar 2027 moves to £50k, and an invoice wording question is still unanswered.
At risk · ARR £22,000 · renews 26 Jan 2027
At risk: the Starter renewal on 26 Jan 2027 is 109 days away. Champion Kylie Dwyer lost platform access on 21 Aug 2026 and use rests on one admin, Belinda Moss, though questions keep rising.
Lost · CRM £19,500
Lost: Hepscott Recruitment's Starter order form ended on 29 Aug 2025 with no renewal, and the renewal deal was closed lost on budget. Usage stopped that day. The CRM still shows Customer at £20k ARR, and the DPA return-or-delete duty is still open.
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
Lost: the Growth order form at £40k net ended on 23 May 2025 after the renewal deal closed lost on 16 Apr 2025. There has been no usage since. Both invoices were paid within terms. Tom Ashdown should reopen contact with Duncan Greenwood for a right-sized win-back.
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
Prospect: the final Growth proposal at £50k a year is open and nothing is executed. Chief executive Asif Rauf will not sign until written terms and a trial on Cottingley's own data are delivered, ahead of the negotiation call on 13 Oct 2026.
Prospect
Prospect: Abermule Insurance has no contract or invoices but a live Enterprise buying process, with a £125k a year proposal inside a £155k deal. The CFO wants a written terms pack before the negotiation call booked for 15 Oct 2026.
Prospect
Prospect: Totley Rise Software has a Growth proposal at £50k a year within a £62k deal, with nothing executed. Simon Furniss wants a cost split and a support route, and Lewis Kerr owes him a pack before the negotiation call booked for 20 Oct 2026.
Prospect
Prospect: Poquessing Imaging Partners has nothing executed. A Growth proposal at £50k a year and £62k for the first term awaits a written price split and HIPAA answers before the negotiation call booked for 16 Oct 2026.
Prospect
Prospect: one new-business Enterprise deal at the CRM demo stage at £155k. The champion backs the fit, but the CFO wants the fee split and security controls first. The proposal call is booked for 14 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
Prospect: no order form, invoices or ARR. One Growth deal is open at the CRM's demo stage at £62k with an expected close of 11 Dec 2026. CFO Hans Kok will judge on payback, and a proposal call is booked for 15 Oct 2026.
Prospect
Prospect: a £62k Growth deal sits at the CRM demo stage, expected to close 4 Jan 2027, with nothing signed. Claudia Becker would sponsor it, but data trust, IT approval and Uwe Hartmann's downtime question are open before the 19 Oct 2026 proposal call.
Prospect
Prospect: Ballycullen Payments has no signed paper. A Starter proposal at £22k a year awaits the CFO's written numbers and a compliance review. Matteo Ricci owes the written figures before the negotiation call booked for 12 Oct 2026.
Prospect
Prospect: Al Qusais Freight has a £62k Growth deal at the CRM demo stage and no order form or invoices. CFO Vikram Menon wants implementation and subscription split in writing before the 12 Oct 2026 proposal call.
Lost
Lost. Fernhollow Software never signed: its only Starter deal closed lost to a competitor on 7 Jun 2023, with all ARR at £0. The last contact was an unanswered webinar invitation on 8 Jun 2025. Nell Ashcombe should write personally to Juliet Ambler, the former champion.
Lost
Lost: Crowle Moor Haulage never signed. Its only deal, Growth at £56k for the first term, closed lost on 24 Nov 2023 with no decision. Tom Ashdown is to reopen the relationship with Mick Overton on an adoption case.
Prospect
Prospect: Sheepscar Health has no contract or invoices. Its only Growth deal closed lost on 10 May 2024 on no decision, and it has been silent since an unanswered 3 Sep 2025 webinar invitation. Tom Ashdown should re-approach Samina Akram with scope and security answers.
Prospect
Prospect: the 2024 Starter deal closed lost on price on 31 Jul 2024 and nothing was executed. New funding and the 15 Oct 2026 webinar give Matteo Ricci a reason to reopen Starter with Clifford Unwin at the v2 list of £22k.
Lost
Lost: Kentmere Underwriting never signed. Its only Enterprise deal closed lost on 17 Jan 2025 on security review, nothing was invoiced and there has been no recorded contact since 15 Jan 2025. Lewis Kerr leads a win-back built on written security answers.
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
Lost: Langstrath Hotels' only deal, a Starter proposal, was closed lost on 4 Sep 2025 on security review. No order form was executed and there has been no contact since 19 Aug 2025. Lewis Kerr leads a win-back built on the written security answers that were still owed.
Lost
Lost: Ulleskelf Garden Centres never signed. Its only Growth deal, £56k including implementation, closed lost on 22 Jan 2026 on no decision. There has been no contact since 12 Jan 2026, and Sophie Ling owns any win-back on the v2 list.
Lost
Lost: Thrunton Marketing's Starter deal closed lost on 10 Jul 2026 for no decision, after a £22k a year proposal that was never executed. Nothing is recorded after the 29 Jun 2026 call, and an unclear £28k total is the gap a win-back must close.
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
Lost: Fowl Meadow Health's only deal, a Growth proposal at £62k, closed lost on 19 Jun 2026 for no decision. No order form, invoice or usage exists, and nothing has been heard since 1 Jun 2026. Jordan Pike is to reopen it through Siobhan Kelleher.
Lost
Lost: Wekiwa Springs Insurance Brokers' only deal, a £28k Starter deal, closed lost on 28 Aug 2026 for security review. Nothing was signed or invoiced. Jordan Pike should send Tanya Reyes written security answers, a price split and a connector list as a win-back.
Lost
Lost: Kalmthout Distributie's only Growth deal, at £56k, closed lost on 2 Jan 2026 with no decision, and nothing is recorded after the 17 Dec 2025 call. Matteo Ricci should send Lien Peeters a clear v2 price split and EU residency answers.
Lost
Lost: Telok Blangah Payments never signed. Its £56k Growth deal closed lost on 15 Aug 2025 after the CFO called the price a stretch. Next, Sophie Ling sends Suresh Pillai a written fee breakdown at the v2 list.
Lost
Lost: Brännö Försäkring's only Growth deal, proposed at £44k per year, closed lost on 3 Dec 2025 with no decision. There is no order form, invoice or usage. Matteo Ricci should reopen the conversation through Linnea Berg, the evaluation's champion.