AI facts
Current to 13 Oct 26Quillmark Health, a Boston healthcare services firm, was offered Enterprise in a 31 Mar 2026 proposal at £125k a year and £155k for the first year including implementation. No order form, signed DPA or invoice exists, and the CRM stage is lost with ARR of £0. There is no usage, ticket or platform-user record because Quillmark never became a customer. The deal closed lost on 31 Jul 2026 with reason security_review, after Tasha Greene said Quillmark was proceeding with another vendor.
Profile
Updated 9 Oct 26- IndustryHealthcare servicesSource: CRM company record
- Websitequillmarkhealth.exampleSource: CRM company record
- CountryUnited StatesSource: CRM company record · CRM code US · Region US
- HQ cityBostonSource: CRM company record
- Size1,100 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 13 Oct 2026
AI opinion
Current to 13 Oct 26Lost, because Quillmark Health called the decision final after a security review its CISO never cleared, and an unresolved data-integrity incident weighed against BB-Demo. No money was ever at stake. The one opportunity: Tasha Greene said the need persists, so a fresh review through procurement remains possible.
Key facts
Updated 9 Oct 26- Last contact31 Jul 2026Email: Quillmark Health vendor evaluation: decision · 70 days before 9 Oct 2026
Next step
Current to 13 Oct 26- What
- Jordan Pike sends Tasha Greene, through procurement, an attested written statement that closes the refresh outage findings, as the basis for a fresh security review. re_engage
- Who
Jordan Pike
- When
- This month by 9 Oct 2026
- Why
- Jordan Pike should send Tasha Greene, through procurement, written and attested findings that close the refresh outage behind the loss, so a fresh security review can start from documented evidence.
The story
Current to 14 Oct 26Lost. Quillmark Health chose another vendor after a security review BB-Demo never cleared, and the Enterprise deal closed lost on 31 Jul 2026 with nothing signed or invoiced. The need persists, so the next move is closed incident findings sent through procurement.
Lost. Quillmark Health chose another vendor for its Enterprise evaluation, and the CRM shows the deal closed lost on 31 Jul 2026. The 31 Mar 2026 proposal priced Enterprise at £125k a year and £155k for the first year, but nothing was signed or invoiced.
Quillmark never became a customer, so there is no usage, ticket or platform-user record to read. Ben Kowalski, VP Data and Analytics, championed the need, and Megan Alvarez, the CISO, gated the deal on security.
Tasha Greene, Procurement Director, called the decision final and cited an unresolved data-integrity incident, which stays on Quillmark's vendor file. Megan does not accept best effort on remediation, but Tasha said the client-services need persists.
Jordan Pike should send Tasha an attested written statement through procurement by 9 Oct 2026 that closes the refresh outage findings. Hannah Lowe completes the findings and Owen Tallis attests them.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- commercial
- presales
Folders and documents as a list
- Contracts (1)
- Draft data processing agreement draft · dpa · 16 Jul 2026
- Proposals (3)
- Enterprise tier proposal issued · proposal · 23 Mar 2026
- Draft Enterprise tier proposal draft · proposal · 26 Mar 2026
- Enterprise tier proposal issued · proposal · 31 Mar 2026
- Security (2)
- Security review answers for Enterprise issued · security questionnaire · 25 Feb 2026
- Draft security questionnaire answers draft · security questionnaire · 1 Jun 2026
Open deals
Open tickets
Activity
- 31 Jul 2026email_threadQuillmark Health vendor evaluation: decision
- 24 Jul 2026email_threadRefresh outage this week: disclosure for your security review
- 23 Jul 2026email_threadIncident history: written confirmation requested
- 16 Jul 2026documentQuillmark Health - Data Processing Agreement v1
- 6 Jul 2026callQuillmark Health / BB-Demo – Security Review
- 2 Jul 2026email_threadScheduling the security review
- 1 Jul 2026email_threadQuillmark Health and BB-Demo: next steps after negotiation call
+1
- 29 Jun 2026callQuillmark Health / BB-Demo – Negotiation
+1
- 24 Jun 2026email_threadScheduling a commercial discussion
- 15 Jun 2026callQuillmark Health / BB-Demo – Security Review
- 8 Jun 2026email_threadSecurity review session: time and agenda
- 1 Jun 2026documentQuillmark Health - Security Questionnaire v1
- 1 Jun 2026callQuillmark Health / BB-Demo – Security Review
- 28 May 2026email_threadScheduling the security review walkthrough
- 31 Mar 2026documentQuillmark Health - Proposal
- 31 Mar 2026callQuillmark Health / BB-Demo – Proposal
- 26 Mar 2026documentQuillmark Health - Proposal v1
- 25 Mar 2026email_threadTime for the proposal walkthrough
- 23 Mar 2026documentQuillmark Health - Proposal
- 2 Mar 2026newsQuillmark Health publishes latest results
- 25 Feb 2026documentQuillmark Health - Security Questionnaire
- 23 Feb 2026email_threadHIPAA scope and data residency in your Snowflake
- 16 Feb 2026callQuillmark Health / BB-Demo – Demo
- 12 Feb 2026email_threadDemo scheduling – Quillmark on your own data
- 2 Feb 2026dealQuillmark Health – New
- 2 Feb 2026callQuillmark Health / BB-Demo – Discovery
- 23 Jan 2026email_threadScheduling a discovery call
- 7 May 2025newsQuillmark Health announces expansion of hospital client services
Contacts
Evidence trail
Updated 9 Oct 26Quillmark Health's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 27 AI summaries of 28 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Quillmark Health / BB-Demo – Discovery entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_001 raw row
- Quillmark Health entity
- Quillmark Health / BB-Demo – Demo entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_002 raw row
- Quillmark Health entity
- Quillmark Health / BB-Demo – Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_003 raw row
- Quillmark Health entity
- Quillmark Health / BB-Demo – Security Review entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_004 raw row
- Quillmark Health entity
- Quillmark Health / BB-Demo – Security Review entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_005 raw row
- Quillmark Health entity
- Quillmark Health / BB-Demo – Negotiation entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_006 raw row
- Quillmark Health entity
- +22 more
- Quillmark Health / BB-Demo – Discovery entity
- AI opinion page block
- Quillmark Health lost to another vendor AI record
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health: nothing executed yet AI record
- Quillmark Health - Security Questionnaire entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_001 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_002 raw row
- Quillmark Health entity
- Quillmark Health - Proposal v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_003 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_004 raw row
- Quillmark Health entity
- Quillmark Health - Security Questionnaire v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_005 raw row
- Quillmark Health entity
- Quillmark Health - Data Processing Agreement v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_006 raw row
- Quillmark Health entity
- +7 more
- Quillmark Health - Security Questionnaire entity
- Discovery: one view of each hospital client AI record
- Quillmark Health / BB-Demo – Discovery entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_001 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Discovery entity
- Enterprise demo on Snowflake, security first AI record
- Quillmark Health / BB-Demo – Demo entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_002 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Demo entity
- Proposal review, security still open AI record
- Quillmark Health / BB-Demo – Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_003 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Proposal entity
- Security review session one AI record
- Quillmark Health / BB-Demo – Security Review entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_004 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Security Review entity
- +30 more
- Quillmark Health – New entity
- Quillmark Health lost to another vendor AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_006 facts table
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health – New entity
- facts.arr_monthly:org_006 facts table
- AI facts page block
- Quillmark Health lost to another vendor AI record
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health: nothing executed yet AI record
- Quillmark Health - Security Questionnaire entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_001 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_002 raw row
- Quillmark Health entity
- Quillmark Health - Proposal v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_003 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_004 raw row
- Quillmark Health entity
- Quillmark Health - Security Questionnaire v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_005 raw row
- Quillmark Health entity
- Quillmark Health - Data Processing Agreement v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_006 raw row
- Quillmark Health entity
- +7 more
- Quillmark Health - Security Questionnaire entity
- Discovery: one view of each hospital client AI record
- Quillmark Health / BB-Demo – Discovery entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_001 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Discovery entity
- Enterprise demo on Snowflake, security first AI record
- Quillmark Health / BB-Demo – Demo entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_002 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Demo entity
- Proposal review, security still open AI record
- Quillmark Health / BB-Demo – Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_003 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Proposal entity
- Security review session one AI record
- Quillmark Health / BB-Demo – Security Review entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_004 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Security Review entity
- +30 more
- Quillmark Health – New entity
- Quillmark Health lost to another vendor AI record
- Contacts page block
- Megan Alvarez entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/contacts.csv per_0601:org_006 raw row
- Quillmark Health entity
- Ben Kowalski entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/contacts.csv per_0602:org_006 raw row
- Quillmark Health entity
- Tasha Greene entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/contacts.csv per_0603:org_006 raw row
- Quillmark Health entity
- Dana Whitcombe entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/contacts.csv per_0604:org_006 raw row
- Quillmark Health entity
- Megan Alvarez entity
- Open deals (not yet analysed) page block
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- Documents page block
- Quillmark Health - Security Questionnaire entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_001 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_002 raw row
- Quillmark Health entity
- Quillmark Health - Proposal v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_003 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_004 raw row
- Quillmark Health entity
- Quillmark Health - Security Questionnaire v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_005 raw row
- Quillmark Health entity
- Quillmark Health - Data Processing Agreement v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_006 raw row
- Quillmark Health entity
- Quillmark Health - Security Questionnaire entity
- hero page block
- Quillmark Health lost to another vendor AI record
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health: nothing executed yet AI record
- Quillmark Health - Security Questionnaire entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_001 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_002 raw row
- Quillmark Health entity
- Quillmark Health - Proposal v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_003 raw row
- Quillmark Health entity
- Quillmark Health - Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_004 raw row
- Quillmark Health entity
- Quillmark Health - Security Questionnaire v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_005 raw row
- Quillmark Health entity
- Quillmark Health - Data Processing Agreement v1 entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- document_store/files.csv doc_006_006 raw row
- Quillmark Health entity
- +7 more
- Quillmark Health - Security Questionnaire entity
- Discovery: one view of each hospital client AI record
- Quillmark Health / BB-Demo – Discovery entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_001 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Discovery entity
- Enterprise demo on Snowflake, security first AI record
- Quillmark Health / BB-Demo – Demo entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_002 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Demo entity
- Proposal review, security still open AI record
- Quillmark Health / BB-Demo – Proposal entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_003 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Proposal entity
- Security review session one AI record
- Quillmark Health / BB-Demo – Security Review entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- call_recorder/calls.csv call_006_004 raw row
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health / BB-Demo – Security Review entity
- +30 more
- Quillmark Health – New entity
- facts.reconciliation_t0:org_006 facts table
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Signals: Quillmark Health signals (no model)
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- Quillmark Health lost to another vendor AI record
- Key facts page block
- facts.reconciliation_t0:org_006 facts table
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- crm/deal_close_date_changes.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:1 raw row
- crm/deal_line_items.csv deal_006_01:2 raw row
- crm/deal_stage_history.csv deal_006_01:1 raw row
- crm/deal_stage_history.csv deal_006_01:2 raw row
- +5 more
- Quillmark Health entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health – New entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Signals: Quillmark Health signals (no model)
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- Quillmark Health vendor evaluation: decision entity
- Quillmark Health entity
- crm/companies.csv org_006 raw row
- Quillmark Health entity
- facts.reconciliation_t0:org_006 facts table
- 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 (not yet analysed) page block