AI facts
Current to 14 Oct 26Brackwell Freight Ltd holds a Growth order form signed 1 Dec 2025 at £44k a year for 40 users, running to 30 Nov 2026. Active users went from 23 in May 2026 to 14 in September 2026 (-39%), and questions asked from 520 to 190 (-63%). The renewal on 1 Dec 2026 is open, with Tom Ashdown's unsigned 2 Oct 2026 proposal at £50k (13.6%). Two CRM records carry £88k against £44k contracted.
Profile
Updated 9 Oct 26- IndustryLogisticsSource: CRM company record
- Websitebrackwellfreight.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityManchesterSource: CRM company record
- Size900 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
- Customer since1 Dec 2023Source: first executed order form ctr_002_01, signed 17 Nov 2023 · Starter tier · In the CRM since 4 Sep 2023
- TypeCustomerdiffersSource: contracts and invoices (signals) · CRM stage customer · 2 CRM records (org_002, org_002_dup) · The sources disagree
- StateAt riskSource: AI assessment · Written 14 Oct 2026
AI opinion
Current to 14 Oct 26At risk: the renewal is 53 days away at a 13.6% rise while active users and questions keep falling. Liam Doherty, the champion, left in June 2026 and Gareth Whitlam rejects any increase. A right-sized renewal with a value case is the opportunity.
Key facts
Updated 9 Oct 26- Contracted ARR£44,000differsSource: executed order form ctr_002_03, 1 Dec 2025 to 30 Nov 2026 · CRM £88,000 over 2 CRM records (org_002, org_002_dup) · Invoiced run rate £44,000 · As of 9 Oct 2026 · The sources disagree
- Next renewal1 Dec 2026Basis: order form ctr_002_03 ends 30 Nov 2026 · In 53 days · Renewal price £50,000 (+13.6%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term1 Dec 2025 to 30 Nov 2026Source: order form ctr_002_03 (renewal), signed 1 Dec 2025 · Billed annually · 40 seats, 8 connectors
- TierGrowthSource: the current order form
- Open dealProposal · £50,000Source: CRM deal Brackwell Freight Ltd – Renewal · renewal deal · Expected close 1 Dec 2026 · Owner Tom Ashdown
- Last contact1 Oct 2026Email: Follow-up from our QBR conversation · 8 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Dec 2023 · 7 connectors configured
- Licensed seats4014 active users in Sep 2026 · Order form ctr_002_03: 40 seats
Next step
Current to 14 Oct 26- What
- Tom Ashdown sends Gareth Whitlam a written line-by-line breakdown of the £50k renewal, with options at the size Brackwell actually uses, before the 12 Oct 2026 renewal call. at_risk_save
- Who
Tom Ashdown
- When
- This week by 9 Oct 2026
- Why
- Tom Ashdown sends Gareth Whitlam the line-by-line breakdown of the £50k renewal, with right-sized options, before the 12 Oct 2026 call. Gareth rejects any increase he cannot justify, and usage has fallen to 14 active users against 40 licensed.
The story
Current to 14 Oct 26At risk: Brackwell Freight's Growth renewal on 1 Dec 2026 at £50k against £44k (13.6%) meets active users down from 23 to 14, a departed champion and a Finance Director who rejects any increase. Invoices are paid, so the risk is value.
At risk: Brackwell Freight Ltd holds a Growth order form at £44k a year, running 1 Dec 2025 to 30 Nov 2026. Tom Ashdown's unsigned 2 Oct 2026 proposal prices the 1 Dec 2026 renewal at £50k (13.6%).
Active users fell from 23 in May 2026 to 14 in September 2026 (-39%), and questions from 520 to 190 (-63%). Liam Doherty, the champion with 41% of questions, left in June 2026; Mark Siddall asks 30% and Aisha Rahman is sole admin.
Finance Director Gareth Whitlam will not agree any increase without a line-by-line reason. Invoices are paid within terms, so the risk is value, not money.
Tom Ashdown sends Gareth the written breakdown of the £50k renewal, with right-sized options, by 9 Oct 2026. Renewal calls are booked for 12 Oct 2026 and 13 Oct 2026.
ARR journey
Updated 9 Oct 26One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £44k; Invoiced ARR £44k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_002.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Dec 23 | £19,500 | £19,500 |
| Jan 24 | £19,500 | £19,500 |
| Feb 24 | £19,500 | £19,500 |
| Mar 24 | £19,500 | £19,500 |
| Apr 24 | £19,500 | £19,500 |
| May 24 | £19,500 | £19,500 |
| Jun 24 | £19,500 | £19,500 |
| Jul 24 | £19,500 | £19,500 |
| Aug 24 | £19,500 | £19,500 |
| Sep 24 | £19,500 | £19,500 |
| Oct 24 | £19,500 | £19,500 |
| Nov 24 | £19,500 | £19,500 |
| Dec 24 | £44,000 | £44,000 |
| Jan 25 | £44,000 | £44,000 |
| Feb 25 | £44,000 | £44,000 |
| Mar 25 | £44,000 | £44,000 |
| Apr 25 | £44,000 | £44,000 |
| May 25 | £44,000 | £44,000 |
| Jun 25 | £44,000 | £44,000 |
| Jul 25 | £44,000 | £44,000 |
| Aug 25 | £44,000 | £44,000 |
| Sep 25 | £44,000 | £44,000 |
| Oct 25 | £44,000 | £44,000 |
| Nov 25 | £44,000 | £44,000 |
| Dec 25 | £44,000 | £44,000 |
| Jan 26 | £44,000 | £44,000 |
| Feb 26 | £44,000 | £44,000 |
| Mar 26 | £44,000 | £44,000 |
| Apr 26 | £44,000 | £44,000 |
| May 26 | £44,000 | £44,000 |
| Jun 26 | £44,000 | £44,000 |
| Jul 26 | £44,000 | £44,000 |
| Aug 26 | £44,000 | £44,000 |
| Sep 26 | £44,000 | £44,000 |
Platform usage
Updated 9 Oct 26Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Dashed upright lines mark dated events. Latest (Sep 26): Active users 14; Licensed seats 40; Questions asked 190. Basis: product usage, facts.usage_monthly:org_002, signals:org_002.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Dec 23 | 3 | 15 | 42 |
| Jan 24 | 7 | 15 | 241 |
| Feb 24 | 8 | 15 | 310 |
| Mar 24 | 9 | 15 | 306 |
| Apr 24 | 10 | 15 | 340 |
| May 24 | 13 | 15 | 405 |
| Jun 24 | 15 | 15 | 492 |
| Jul 24 | 18 | 15 | 702 |
| Aug 24 | 21 | 15 | 422 |
| Sep 24 | 23 | 15 | 786 |
| Oct 24 | 26 | 15 | 978 |
| Nov 24 | 26 | 15 | 939 |
| Dec 24 | 28 | 40 | 811 |
| Jan 25 | 28 | 40 | 1,063 |
| Feb 25 | 28 | 40 | 1,017 |
| Mar 25 | 28 | 40 | 1,072 |
| Apr 25 | 28 | 40 | 1,007 |
| May 25 | 28 | 40 | 975 |
| Jun 25 | 28 | 40 | 1,045 |
| Jul 25 | 28 | 40 | 1,118 |
| Aug 25 | 28 | 40 | 633 |
| Sep 25 | 28 | 40 | 1,032 |
| Oct 25 | 28 | 40 | 1,189 |
| Nov 25 | 28 | 40 | 1,064 |
| Dec 25 | 28 | 40 | 806 |
| Jan 26 | 28 | 40 | 990 |
| Feb 26 | 28 | 40 | 1,012 |
| Mar 26 | 28 | 40 | 1,039 |
| Apr 26 | 29 | 40 | 1,012 |
| May 26 | 23 | 40 | 520 |
| Jun 26 | 21 | 40 | 438 |
| Jul 26 | 18 | 40 | 355 |
| Aug 26 | 16 | 40 | 272 |
| Sep 26 | 14 | 40 | 190 |
Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 7; Active admins 1; Data volume 19.3 GB. Basis: product usage, facts.usage_monthly:org_002, signals:org_002.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Dec 23 | 2 | 2 | 3.47 GB |
| Jan 24 | 2 | 2 | 3.54 GB |
| Feb 24 | 2 | 2 | 3.60 GB |
| Mar 24 | 3 | 2 | 5.51 GB |
| Apr 24 | 3 | 2 | 5.97 GB |
| May 24 | 3 | 2 | 7.50 GB |
| Jun 24 | 4 | 2 | 11.64 GB |
| Jul 24 | 4 | 2 | 11.85 GB |
| Aug 24 | 4 | 2 | 12.06 GB |
| Sep 24 | 4 | 2 | 12.27 GB |
| Oct 24 | 4 | 2 | 12.48 GB |
| Nov 24 | 4 | 2 | 12.68 GB |
| Dec 24 | 6 | 2 | 19.34 GB |
| Jan 25 | 7 | 2 | 22.93 GB |
| Feb 25 | 7 | 2 | 23.26 GB |
| Mar 25 | 7 | 2 | 23.63 GB |
| Apr 25 | 7 | 2 | 23.99 GB |
| May 25 | 7 | 2 | 24.36 GB |
| Jun 25 | 7 | 2 | 24.71 GB |
| Jul 25 | 7 | 2 | 25.08 GB |
| Aug 25 | 7 | 2 | 25.45 GB |
| Sep 25 | 7 | 2 | 25.81 GB |
| Oct 25 | 7 | 2 | 26.18 GB |
| Nov 25 | 7 | 2 | 26.53 GB |
| Dec 25 | 7 | 2 | 26.90 GB |
| Jan 26 | 7 | 2 | 27.27 GB |
| Feb 26 | 7 | 2 | 27.60 GB |
| Mar 26 | 7 | 2 | 27.97 GB |
| Apr 26 | 7 | 2 | 28.33 GB |
| May 26 | 7 | 2 | 28.70 GB |
| Jun 26 | 7 | 2 | 29.06 GB |
| Jul 26 | 7 | 2 | 29.43 GB |
| Aug 26 | 7 | 1 | 27.76 GB |
| Sep 26 | 7 | 1 | 19.34 GB |
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (6)
- Unsigned Starter master services agreement draft · contract · 2 Nov 2023
- Executed Starter master services agreement executed · contract · 17 Nov 2023
- Executed data processing agreement executed · dpa · 17 Nov 2023
- Executed Starter order form executed · order form · 17 Nov 2023
- Executed Growth order form executed · order form · 18 Nov 2024
- Signed Growth subscription order form executed · order form · 1 Dec 2025
- Onboarding (1)
- Starter onboarding plan issued · onboarding plan · 4 Dec 2023
- Proposals (5)
- Draft Starter tier proposal draft · proposal · 13 Oct 2023
- Starter tier proposal issued · proposal · 18 Oct 2023
- Draft Growth upgrade proposal draft · proposal · 9 Oct 2024
- Growth upgrade proposal from Starter issued · proposal · 14 Oct 2024
- Growth upgrade proposal issued · proposal · 8 Nov 2024
- QBRs (11)
- Quarterly business review deck issued · qbr deck · 1 Apr 2024
- Quarterly review ahead of renewal issued · qbr deck · 27 Jun 2024
- Quarterly review ahead of renewal issued · qbr deck · 1 Oct 2024
- Quarterly business review, Growth tier issued · qbr deck · 1 Jan 2025
- Quarterly business review ahead of renewal issued · qbr deck · 6 Apr 2025
- Quarterly review ahead of renewal issued · qbr deck · 3 Jul 2025
- Quarterly review ahead of renewal issued · qbr deck · 2 Oct 2025
- Quarterly review: adoption and renewal issued · qbr deck · 1 Jan 2026
- Quarterly review ahead of renewal issued · qbr deck · 31 Mar 2026
- Growth-tier QBR with usage decline issued · qbr deck · 23 Jun 2026
- Quarterly business review, Growth tier issued · qbr deck · 29 Sep 2026
- Renewals (4)
- Draft Growth renewal proposal draft · renewal proposal · 26 Sep 2025
- Growth renewal proposal, price held issued · renewal proposal · 1 Oct 2025
- Draft Growth renewal proposal draft · renewal proposal · 29 Sep 2026
- Growth renewal proposal with adoption plan issued · renewal proposal · 2 Oct 2026
- Success plans (1)
- First-year success plan issued · success plan · 1 Feb 2024
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Brackwell Freight Ltd – Renewal | proposal | £50,000 | 1 Dec 2026 |
Open tickets
Activity
- 5 Nov 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 13 Oct 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 12 Oct 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 2 Oct 2026documentBrackwell Freight Ltd - Renewal Proposal
- 1 Oct 2026email_threadFollow-up from our QBR conversation
- 30 Sep 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 29 Sep 2026documentBrackwell Freight Ltd - Renewal Proposal v1
- 29 Sep 2026documentBrackwell Freight Ltd - QBR
- 24 Sep 2026email_threadBrackwell QBR: when suits?
- 23 Sep 2026ticketHow to set up dashboards for the depot teams
- 17 Sep 2026email_threadUsage report for Brackwell
- 8 Sep 2026callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 2 Sep 2026email_threadBrackwell renewal: finding a time to talk
- 2 Sep 2026email_threadYour Growth renewal notice
- 2 Sep 2026email_threadRenewal: justification and usage report
- 2 Sep 2026dealBrackwell Freight Ltd – Renewal
- 26 Aug 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 24 Aug 2026email_threadTime for a check-in before the renewal
- 24 Jul 2026email_threadWhat we are paying for
- 24 Jul 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 22 Jul 2026ticketNightly refresh not completing
- 22 Jul 2026email_threadRefresh issue affecting your brain today
- 21 Jul 2026ticketNightly refresh not completing
- 20 Jul 2026email_threadBrackwell check-in: finding a time
- 30 Jun 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 25 Jun 2026email_threadNotes and next steps after the quarterly review
- 24 Jun 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 23 Jun 2026email_threadQuick check-in before the review
- 23 Jun 2026documentBrackwell Freight Ltd - QBR
- 19 Jun 2026email_threadArranging your quarterly review for the brain
- 11 Jun 2026eventBB-Demo Customer Day London
+91
- 9 Jun 2026email_threadCheck-in notes and next steps
- 8 Jun 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 5 Jun 2026email_threadCustomer Day London: your invitation
- 5 Jun 2026email_threadHandover of the brain admin role
- 29 May 2026email_threadQuick look at usage before our next check-in
- 25 May 2026email_threadInvitation: BB-Demo Customer Day London
- 21 May 2026newsBrackwell Freight announces partnership to strengthen retail contract services
- 5 May 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 30 Apr 2026email_threadCheck-in catch-up
- 2 Apr 2026email_threadQBR follow-up and next steps
- 1 Apr 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 31 Mar 2026documentBrackwell Freight Ltd - QBR
- 26 Mar 2026email_threadBooking the QBR
- 19 Mar 2026ticketSearch not filtering by date range
- 25 Feb 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 18 Feb 2026email_threadFinding a time for a check-in
- 4 Feb 2026callBrackwell Freight Ltd / BB-Demo – Check In
- 2 Feb 2026email_threadGetting a check-in in the diary
- 15 Jan 2026eventBB-Demo webinar
+35
- 5 Jan 2026email_threadFollowing up on the QBR
- 5 Jan 2026email_threadPrice change notice and our renewal
- 2 Jan 2026callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Jan 2026documentBrackwell Freight Ltd - QBR
- 29 Dec 2025email_threadInvitation to a BB-Demo webinar
- 24 Dec 2025email_threadFinding a time for your QBR
- 1 Dec 2025email_threadBrackwell Freight subscription invoice INV-002-0004
- 1 Dec 2025invoiceINV-002-0004
- 1 Dec 2025documentBrackwell Freight Ltd - Order Form (signed)
- 1 Dec 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 27 Nov 2025email_threadBrackwell renewal order form for signature
- 24 Nov 2025email_threadQuick check-in before the term ends
- 17 Nov 2025ticketSome accounts missing from search results
- 13 Nov 2025ticketHow do I set up a dashboard with a location filter?
- 11 Nov 2025ticketSalesforce connector not syncing
- 3 Nov 2025callBrackwell Freight Ltd / BB-Demo – Renewal
- 30 Oct 2025email_threadFollowing up on your account view issue
- 29 Oct 2025ticketCan't access customer account
- 27 Oct 2025email_threadBooking time for the renewal conversation
- 8 Oct 2025eventData leaders conference (BB-Demo stand)
+9
- 6 Oct 2025email_threadFollow-up from our QBR
- 3 Oct 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 2 Oct 2025documentBrackwell Freight Ltd - QBR
- 1 Oct 2025documentBrackwell Freight Ltd - Renewal Proposal
- 27 Sep 2025email_threadInvitation: our stand at the data leaders conference in Amsterdam
- 26 Sep 2025documentBrackwell Freight Ltd - Renewal Proposal v1
- 25 Sep 2025email_threadQBR: getting a date in the diary
- 16 Sep 2025callBrackwell Freight Ltd / BB-Demo – Renewal
+1
- 8 Sep 2025email_threadRenewal: finding a time to talk
- 2 Sep 2025email_threadNotes from our check-in
- 1 Sep 2025email_threadYour Growth subscription renewal
- 1 Sep 2025dealBrackwell Freight Ltd – Renewal
- 1 Sep 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 26 Aug 2025email_threadCatching up on usage
- 28 Jul 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 22 Jul 2025email_threadQuick check-in on the brain
- 17 Jul 2025eventBB-Demo webinar
+20
- 8 Jul 2025ticketCustomer list filter not working
- 7 Jul 2025email_threadFollow-up from the QBR
+1
- 4 Jul 2025callBrackwell Freight Ltd / BB-Demo – Qbr
+1
- 3 Jul 2025documentBrackwell Freight Ltd - QBR
- 26 Jun 2025ticketDuplicate records in account view
- 26 Jun 2025email_threadGetting your QBR in the diary
- 23 Jun 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 22 Jun 2025email_threadInvitation to our July webinar
- 20 Jun 2025ticketHow do I create a dashboard for our account managers?
- 16 Jun 2025email_threadCheck-in follow-up and next steps
- 12 Jun 2025eventBB-Demo Customer Day
+48
- 10 Jun 2025ticketCalls connector stopped syncing
- 2 Jun 2025newsBrackwell Freight Ltd announces expansion of operations
- 24 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 23 May 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 19 May 2025email_threadQuick check-in call?
- 15 May 2025ticketUser access not working in admin panel
- 24 Apr 2025email_threadCheck-in notes from our catch-up
- 23 Apr 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 17 Apr 2025eventBB-Demo webinar
+20
- 16 Apr 2025email_threadGetting the next check-in in the diary
- 10 Apr 2025ticketData refresh delay on Tuesday operations review
- 8 Apr 2025email_threadQBR follow-up: depot rollout and next steps
- 7 Apr 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 6 Apr 2025documentBrackwell Freight Ltd - QBR
- 4 Apr 2025ticketDashboard performance issue
- 3 Apr 2025email_threadBooking the next QBR
- 24 Mar 2025email_threadInvitation: BB-Demo webinar
- 18 Mar 2025email_threadNotes from today's check-in
- 17 Mar 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 7 Mar 2025email_threadCheck-in and a quick win to share
- 6 Mar 2025newsBrackwell Freight Ltd issues regulatory announcement
- 28 Feb 2025ticketSearch and dashboard pages loading slowly
- 27 Feb 2025ticketCustomer account search returning wrong results
- 20 Feb 2025newsBrackwell Freight Ltd Announces Partnership to Strengthen Retail Logistics Offer
- 19 Feb 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 18 Feb 2025newsBrackwell Freight Ltd Reports Steady Results as Retail Contract Base Holds Firm
- 17 Feb 2025email_threadCheck-in call: next week
- 31 Jan 2025ticketCRM customer data not syncing
- 20 Jan 2025callBrackwell Freight Ltd / BB-Demo – Check In
- 13 Jan 2025email_threadQuarterly check-in: finding a slot
- 3 Jan 2025email_threadBrackwell QBR follow-up and next steps
- 2 Jan 2025callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Jan 2025documentBrackwell Freight Ltd - QBR
- 24 Dec 2024email_threadBooking the Brackwell QBR
- 17 Dec 2024ticketHow to set up a custom dashboard
- 10 Dec 2024ticketData showing several days out of date
- 4 Dec 2024ticketCall connector stopped syncing
- 2 Dec 2024email_threadInvoice INV-002-0003 for your Growth subscription
- 2 Dec 2024invoiceINV-002-0003
- 22 Nov 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 18 Nov 2024documentBrackwell Freight Ltd - Order Form (signed)
- 14 Nov 2024email_threadGrowth order form for signature
- 14 Nov 2024email_threadCheck-in before the contract end date
- 8 Nov 2024documentBrackwell Freight Ltd - Proposal
- 29 Oct 2024callBrackwell Freight Ltd / BB-Demo – Negotiation
- 23 Oct 2024ticketAccount totals not updating correctly
- 21 Oct 2024email_threadRenewal terms: finding time for a call
- 14 Oct 2024documentBrackwell Freight Ltd - Proposal
- 14 Oct 2024callBrackwell Freight Ltd / BB-Demo – Proposal
- 9 Oct 2024email_threadWalking through the Growth proposal
- 9 Oct 2024documentBrackwell Freight Ltd - Proposal v1
- 7 Oct 2024email_threadMore users and the depots
- 7 Oct 2024dealBrackwell Freight Ltd – Expansion
- 3 Oct 2024email_threadFollow-up from our QBR call
- 2 Oct 2024callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Oct 2024documentBrackwell Freight Ltd - QBR
- 25 Sep 2024email_threadScheduling your QBR
- 24 Sep 2024ticketAccount status filter not loading
- 9 Sep 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 4 Sep 2024email_threadBooking our next Brackwell check-in
- 28 Aug 2024email_threadNotes from our check-in
- 27 Aug 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 21 Aug 2024email_threadCheck-in on the brain – finding a slot
- 23 Jul 2024email_threadSlow account view: following up
- 22 Jul 2024ticketHow to search for a customer account
- 22 Jul 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 15 Jul 2024email_threadScheduling our next check-in
- 1 Jul 2024email_threadFollowing up on our review: usage and next steps
+1
- 28 Jun 2024callBrackwell Freight Ltd / BB-Demo – Qbr
+1
- 27 Jun 2024documentBrackwell Freight Ltd - QBR
- 20 Jun 2024email_threadDiary slot for our review
- 29 May 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 22 May 2024email_threadCatching up on how the brain's going
- 29 Apr 2024ticketDuplicate customer records in the system
- 26 Apr 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 19 Apr 2024email_threadCatching up on the brain: time for a check-in?
- 3 Apr 2024email_threadFollowing up on our Brackwell review call
- 2 Apr 2024callBrackwell Freight Ltd / BB-Demo – Qbr
- 1 Apr 2024documentBrackwell Freight Ltd - QBR
- 26 Mar 2024email_threadBooking in the Brackwell review
- 21 Mar 2024eventBB-Demo webinar
+20
- 1 Mar 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 29 Feb 2024email_threadInvitation: BB-Demo webinar on 21 Mar 2024
- 23 Feb 2024email_threadQuick check-in call for Brackwell
- 15 Feb 2024ticketHow do I view a customer account and their recent calls together?
- 13 Feb 2024ticketHow to add users to the brain
- 7 Feb 2024ticketCustomising account views for individual depots
- 5 Feb 2024callBrackwell Freight Ltd / BB-Demo – Check In
- 1 Feb 2024documentBrackwell Freight Ltd - Success Plan
- 29 Jan 2024email_threadQuick check-in on how Brackwell is getting on
- 15 Jan 2024callBrackwell Freight Ltd / BB-Demo – Training
- 11 Jan 2024callBrackwell Freight Ltd / BB-Demo – Training
- 9 Jan 2024email_threadGetting the depot team trained on the brain
- 5 Jan 2024email_threadTraining session for the depot team
- 27 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 21 Dec 2023email_threadOnboarding schedule for the brain at Brackwell
- 20 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 18 Dec 2023email_threadOnboarding: booking the connector working session
- 13 Dec 2023callBrackwell Freight Ltd / BB-Demo – Onboarding
- 7 Dec 2023email_threadBrackwell kickoff: what we agreed and what I need next
+1
- 6 Dec 2023ticketCan't log in – access denied
- 6 Dec 2023email_threadOnboarding session: getting a date in the diary
- 6 Dec 2023callBrackwell Freight Ltd / BB-Demo – Kickoff
+1
- 4 Dec 2023documentBrackwell Freight Ltd - Onboarding Plan
- 1 Dec 2023email_threadSubscription invoice for the first year
- 1 Dec 2023invoiceINV-002-0002
- 30 Nov 2023email_threadGetting the kickoff in the diary
- 20 Nov 2023email_threadOur first invoice to Brackwell Freight
- 20 Nov 2023invoiceINV-002-0001
- 17 Nov 2023documentBrackwell Freight Ltd - Order Form (signed)
- 17 Nov 2023documentBrackwell Freight Ltd - Data Processing Agreement (signed)
- 17 Nov 2023documentBrackwell Freight Ltd - Master Services Agreement (signed)
- 16 Nov 2023eventBB-Demo webinar
+11
- 15 Nov 2023email_threadBrackwell order form for signature
- 13 Nov 2023email_threadWebinar invitation: seeing accounts, tickets and calls together
- 6 Nov 2023email_threadBrackwell Freight and BB-Demo: next steps on the Starter order
+1
- 6 Nov 2023callBrackwell Freight Ltd / BB-Demo – Negotiation
+1
- 2 Nov 2023documentBrackwell Freight Ltd - Master Services Agreement v2
- 31 Oct 2023email_threadBrackwell Freight: finding time to talk terms
- 24 Oct 2023email_threadFollow-up: proposal for the brain
- 23 Oct 2023callBrackwell Freight Ltd / BB-Demo – Proposal
- 18 Oct 2023email_threadFinding a time for the proposal walkthrough
- 18 Oct 2023documentBrackwell Freight Ltd - Proposal
- 13 Oct 2023documentBrackwell Freight Ltd - Proposal v1
- 10 Oct 2023email_threadFollow-up: demo on your own data
+2
- 6 Oct 2023callBrackwell Freight Ltd / BB-Demo – Demo
+2
- 3 Oct 2023email_threadGetting the demo in the diary
- 21 Sep 2023email_threadBrackwell: notes from discovery and next steps
- 21 Sep 2023callBrackwell Freight Ltd / BB-Demo – Discovery
- 19 Sep 2023email_threadSetting up a discovery call
- 4 Sep 2023dealBrackwell Freight Ltd – New
Contacts
Evidence trail
Updated 9 Oct 26Brackwell Freight Ltd's pages are written from 5 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 213 AI summaries of 221 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 20 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Brackwell Freight Ltd / BB-Demo – Discovery entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
- product_analytics/tenants.csv org_002 raw row
- call_recorder/calls.csv call_002_001 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Demo entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Proposal entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Negotiation entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Kickoff entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd / BB-Demo – Onboarding entity
- Brackwell Freight Ltd entity
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- call_recorder/calls.csv call_002_006 raw row
- Brackwell Freight Ltd entity
- +223 more
- Brackwell Freight Ltd / BB-Demo – Discovery entity
- AI opinion page block
- Brackwell Freight at risk AI record
- Brackwell Freight Ltd – New entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- crm/deal_line_items.csv deal_002_01:1 raw row
- crm/deal_line_items.csv deal_002_01:2 raw row
- +7 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Expansion entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- crm/deal_stage_history.csv deal_002_02:1 raw row
- crm/deal_stage_history.csv deal_002_02:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- crm/deal_stage_history.csv deal_002_03:1 raw row
- crm/deal_stage_history.csv deal_002_03:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight: Growth term, renewal open AI record
- Brackwell Freight Ltd - Proposal v1 entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Proposal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Master Services Agreement v2 entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Master Services Agreement (signed) entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Data Processing Agreement (signed) entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Order Form (signed) entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
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- document_store/files.csv doc_002_006 raw row
- Brackwell Freight Ltd entity
- +51 more
- Brackwell Freight Ltd - Proposal v1 entity
- INV-002-0001 entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- accounting/payments.csv pay_002_001 raw row
- Brackwell Freight Ltd entity
- +83 more
- Brackwell Freight Ltd – New entity
- Brackwell Freight at risk AI record
- ARR journey page block
- facts.arr_monthly:org_002 facts table
- Brackwell Freight Ltd – New entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- crm/deal_line_items.csv deal_002_01:1 raw row
- crm/deal_line_items.csv deal_002_01:2 raw row
- +7 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Expansion entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- crm/deal_stage_history.csv deal_002_02:1 raw row
- crm/deal_stage_history.csv deal_002_02:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- crm/deal_stage_history.csv deal_002_03:1 raw row
- crm/deal_stage_history.csv deal_002_03:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- Brackwell Freight Ltd entity
- INV-002-0001 entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- INV-002-0002 entity
- Brackwell Freight Ltd entity
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- accounting/payments.csv pay_002_002 raw row
- Brackwell Freight Ltd entity
- +2 more
- Brackwell Freight Ltd – New entity
- facts.arr_monthly:org_002 facts table
- AI facts page block
- Brackwell Freight at risk AI record
- Brackwell Freight Ltd – New entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
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- crm/deal_line_items.csv deal_002_01:1 raw row
- crm/deal_line_items.csv deal_002_01:2 raw row
- +7 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Expansion entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- crm/deal_stage_history.csv deal_002_02:1 raw row
- crm/deal_stage_history.csv deal_002_02:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- crm/deal_stage_history.csv deal_002_03:1 raw row
- crm/deal_stage_history.csv deal_002_03:2 raw row
- +3 more
- Brackwell Freight Ltd entity
- Brackwell Freight Ltd – Renewal entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- crm/companies.csv org_002_dup raw row
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- crm/deal_stage_history.csv deal_002_04:2 raw row
- crm/deals.csv deal_002_04 raw row
- Brackwell Freight Ltd entity
- Brackwell Freight: Growth term, renewal open AI record
- Brackwell Freight Ltd - Proposal v1 entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Proposal entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Master Services Agreement v2 entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Master Services Agreement (signed) entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Data Processing Agreement (signed) entity
- Brackwell Freight Ltd entity
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- Brackwell Freight Ltd entity
- Brackwell Freight Ltd - Order Form (signed) entity
- Brackwell Freight Ltd entity
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- document_store/files.csv doc_002_006 raw row
- Brackwell Freight Ltd entity
- +51 more
- Brackwell Freight Ltd - Proposal v1 entity
- INV-002-0001 entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
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- accounting/invoices.csv inv_002_001 raw row
- accounting/payments.csv pay_002_001 raw row
- Brackwell Freight Ltd entity
- +83 more
- Brackwell Freight Ltd – New entity
- Brackwell Freight at risk AI record
- Contacts page block
- Liam Doherty entity
- Brackwell Freight Ltd entity
- accounting/customers.csv org_002 raw row
- crm/companies.csv org_002 raw row
- Brackwell Freight Ltd entity
- Liam Doherty entity
- Open deals page block
- Documents page block
- +22 more
- hero page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage page block