Harbrook Utility Services

AI facts

Current to 13 Oct 26

Harbrook Utility Services is a prospect with no contract, no invoices and £0 contracted ARR. The open new deal is for Enterprise at the CRM discovery stage, with a deal amount of £155k and an expected close of 29 Jan 2027. No usage is recorded, as the organisation is not yet a customer. A demo is booked for 26 Oct 2026, and the 9 Oct 2026 follow-up promising a proposal has no customer reply.

Read from 2 calls · 3 email threads · 1 news items · 1 deals · 3 people, newest 9 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryUtilities services
Websiteharbrook.example
CountryUnited Kingdom
HQ cityReading
Size800 employees
CRM ownerSophie Ling
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because Harbrook described a real need on the 7 Oct 2026 call: manual reconciliation across Salesforce, dispatch, Xero and Gong, with Ofwat regulation pointing to Enterprise. The deal is early: no price quoted and no reply yet. The 15 Sep 2026 expansion news may widen scope.

Signals Harbrook Utility Services / BB-Demo – Discovery Following up on our discovery call Harbrook Utility Services expands operational footprint Harbrook Utility Services – New

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDiscovery · £155,000
Last contact9 Oct 2026

Computedmade from

Next step

Current to 13 Oct 26

What: Sophie Ling sends the promised Enterprise proposal with pricing and timeline to Vicky Eccles and Priti Haworth and asks for a reply on the 29 Jan 2027 signing target. proposal
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Sophie Ling should send the promised Enterprise proposal to Vicky Eccles and Priti Haworth this week and bring Donna Dobson into the 26 Oct 2026 demo, because no price is quoted and the 9 Oct 2026 follow-up has no reply.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Harbrook Utility Services has no contract and an open £155k Enterprise deal at the CRM discovery stage. No price has been quoted and the 9 Oct 2026 follow-up has no reply. A demo is booked for 26 Oct 2026.

Prospect: Harbrook Utility Services has no contract, no order form and no invoices. Its open new Enterprise deal of £155k sits at the CRM discovery stage, with an expected close of 29 Jan 2027.

No usage or tickets are on record, as Harbrook is not yet a customer. Sophie Ling's 7 Oct 2026 discovery call with Vicky Eccles, Operations Director, and Priti Haworth, Chief Financial Officer, surfaced manual reconciliation across several systems.

Harbrook announced an expansion on 15 Sep 2026 that may widen the scope. The risks are early ones: no price has been quoted, the 9 Oct 2026 follow-up has no reply, and Donna Dobson, Head of Information Security, is not yet engaged.

Sophie should send the promised Enterprise proposal to Vicky and Priti by 9 Oct 2026 and invite Donna to the demo. Hannah Lowe runs that demo, which is booked for 26 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Not yet analysedNo documents in the document store for this subject.

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Harbrook Utility Services – New	discovery	£155,000	29 Jan 2027

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

26 Oct 2026callHarbrook Utility Services / BB-Demo – Demo Sophie Ling, Hannah Lowe, Vicky Eccles
9 Oct 2026email_threadFollowing up on our discovery call Sophie Ling, Vicky Eccles, Priti Haworth
7 Oct 2026callHarbrook Utility Services / BB-Demo – Discovery Sophie Ling, Vicky Eccles, Priti Haworth
15 Sep 2026newsHarbrook Utility Services expands operational footprint
7 Sep 2026dealHarbrook Utility Services – New Sophie Ling, Vicky Eccles
16 Jul 2026eventBB-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia Hartmann+39
20 May 2026email_threadRevenue leaders roundtable, 26 May 2026 Alice Brewer, Vicky Eccles
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+32
9 Oct 2024eventData leaders conference (BB-Demo stand) Sofia Marchetti, Andrew Pickering, Tariq Hussain, Rob Gledhill, Priti Haworth, Nadia Bashir, Abi Coombes+4
26 Sep 2024email_threadData leaders conference in Amsterdam Sofia Marchetti, Priti Haworth

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
not yet analysed
belongs to the organisation (one line per group)
Size: how many records a group holds

Harbrook Utility Services' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not yet analysed.

The trail as a list (block, record, entity, raw row)

Activity page block
- Harbrook Utility Services / BB-Demo – Discovery entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - call_recorder/calls.csv call_042_001 raw row
- Harbrook Utility Services / BB-Demo – Demo entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - call_recorder/calls.csv call_042_002 raw row
- Harbrook Utility Services – New entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/deal_line_items.csv deal_042_01:1 raw row
  - crm/deal_line_items.csv deal_042_01:2 raw row
  - crm/deal_stage_history.csv deal_042_01:1 raw row
  - crm/deal_stage_history.csv deal_042_01:2 raw row
  - crm/deals.csv deal_042_01 raw row
- Data leaders conference (BB-Demo stand) entity
  - event_platform/events.csv evt_0737_conference raw row
  - event_platform/registrations.csv evt_0737_conference:per_1602 raw row
  - event_platform/registrations.csv evt_0737_conference:per_2004 raw row
  - event_platform/registrations.csv evt_0737_conference:per_3603 raw row
  - event_platform/registrations.csv evt_0737_conference:per_4202 raw row
  - event_platform/registrations.csv evt_0737_conference:per_8203 raw row
  - +1 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0967_roundtable raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0402 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_0701 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_1102 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_11403 raw row
  - event_platform/registrations.csv evt_0967_roundtable:per_11503 raw row
  - +29 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_1331_roundtable raw row
  - event_platform/registrations.csv evt_1331_roundtable:per_0106 raw row
  - event_platform/registrations.csv evt_1331_roundtable:per_10001 raw row
  - event_platform/registrations.csv evt_1331_roundtable:per_10402 raw row
  - event_platform/registrations.csv evt_1331_roundtable:per_1204 raw row
  - event_platform/registrations.csv evt_1331_roundtable:per_12702 raw row
  - +36 more
- +5 more
AI opinion page block
- Harbrook Utility Services: Enterprise prospect AI record
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Enterprise discovery with a regulated utility AI record
    - Harbrook Utility Services / BB-Demo – Discovery entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - call_recorder/calls.csv call_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Harbrook Utility Services expands operational footprint AI record
    - Harbrook Utility Services expands operational footprint entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - news_feed/articles.csv news_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Conference invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Data leaders conference in Amsterdam entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0001:1 raw row
      - mailbox/threads.csv thr_042_0001 raw row
  - Roundtable invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Revenue leaders roundtable, 26 May 2026 entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0002:1 raw row
      - mailbox/threads.csv thr_042_0002 raw row
  - Post-discovery Enterprise proposal AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Following up on our discovery call entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0003:1 raw row
      - mailbox/threads.csv thr_042_0003 raw row
  - +6 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_042 facts table
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
AI facts page block
- Harbrook Utility Services: Enterprise prospect AI record
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Enterprise discovery with a regulated utility AI record
    - Harbrook Utility Services / BB-Demo – Discovery entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - call_recorder/calls.csv call_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Harbrook Utility Services expands operational footprint AI record
    - Harbrook Utility Services expands operational footprint entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - news_feed/articles.csv news_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Conference invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Data leaders conference in Amsterdam entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0001:1 raw row
      - mailbox/threads.csv thr_042_0001 raw row
  - Roundtable invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Revenue leaders roundtable, 26 May 2026 entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0002:1 raw row
      - mailbox/threads.csv thr_042_0002 raw row
  - Post-discovery Enterprise proposal AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Following up on our discovery call entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0003:1 raw row
      - mailbox/threads.csv thr_042_0003 raw row
  - +6 more
Contacts page block
- Vicky Eccles entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/contacts.csv per_4201:org_042 raw row
- Priti Haworth entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/contacts.csv per_4202:org_042 raw row
- Donna Dobson entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/contacts.csv per_4203:org_042 raw row
Open deals page block
- Harbrook Utility Services – New entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/deal_line_items.csv deal_042_01:1 raw row
  - crm/deal_line_items.csv deal_042_01:2 raw row
  - crm/deal_stage_history.csv deal_042_01:1 raw row
  - crm/deal_stage_history.csv deal_042_01:2 raw row
  - crm/deals.csv deal_042_01 raw row
Documents (not yet analysed) page block
- document_store/files.csv * raw row
hero page block
- Harbrook Utility Services: Enterprise prospect AI record
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Enterprise discovery with a regulated utility AI record
    - Harbrook Utility Services / BB-Demo – Discovery entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - call_recorder/calls.csv call_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Harbrook Utility Services expands operational footprint AI record
    - Harbrook Utility Services expands operational footprint entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - news_feed/articles.csv news_042_001 raw row
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
  - Conference invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Data leaders conference in Amsterdam entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0001:1 raw row
      - mailbox/threads.csv thr_042_0001 raw row
  - Roundtable invitation, no reply AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Revenue leaders roundtable, 26 May 2026 entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0002:1 raw row
      - mailbox/threads.csv thr_042_0002 raw row
  - Post-discovery Enterprise proposal AI record
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - Following up on our discovery call entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - mailbox/messages.csv thr_042_0003:1 raw row
      - mailbox/threads.csv thr_042_0003 raw row
  - +6 more
- Harbrook Utility Services – New entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/deal_line_items.csv deal_042_01:1 raw row
  - crm/deal_line_items.csv deal_042_01:2 raw row
  - crm/deal_stage_history.csv deal_042_01:1 raw row
  - crm/deal_stage_history.csv deal_042_01:2 raw row
  - crm/deals.csv deal_042_01 raw row
- facts.reconciliation_t0:org_042 facts table
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
- Harbrook Utility Services entity
  - crm/companies.csv org_042 raw row
- Signals: Harbrook Utility Services signals (no model)
  - Harbrook Utility Services / BB-Demo – Demo entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - call_recorder/calls.csv call_042_002 raw row
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
Key facts page block
- Harbrook Utility Services – New entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - crm/deal_line_items.csv deal_042_01:1 raw row
  - crm/deal_line_items.csv deal_042_01:2 raw row
  - crm/deal_stage_history.csv deal_042_01:1 raw row
  - crm/deal_stage_history.csv deal_042_01:2 raw row
  - crm/deals.csv deal_042_01 raw row
- facts.reconciliation_t0:org_042 facts table
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
- Harbrook Utility Services entity
  - crm/companies.csv org_042 raw row
- Signals: Harbrook Utility Services signals (no model)
  - Harbrook Utility Services / BB-Demo – Demo entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - call_recorder/calls.csv call_042_002 raw row
  - Harbrook Utility Services – New entity
    - Harbrook Utility Services entity
      - crm/companies.csv org_042 raw row
    - crm/deal_line_items.csv deal_042_01:1 raw row
    - crm/deal_line_items.csv deal_042_01:2 raw row
    - crm/deal_stage_history.csv deal_042_01:1 raw row
    - crm/deal_stage_history.csv deal_042_01:2 raw row
    - crm/deals.csv deal_042_01 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
- Following up on our discovery call entity
  - Harbrook Utility Services entity
    - crm/companies.csv org_042 raw row
  - mailbox/messages.csv thr_042_0003:1 raw row
  - mailbox/threads.csv thr_042_0003 raw row
Evidence trail page block
- Harbrook Utility Services entity
  - crm/companies.csv org_042 raw row
The story page block
- Customer: Harbrook Utility Services AI record
  - Harbrook Utility Services: Enterprise prospect AI record
    - Harbrook Utility Services – New entity
      - Harbrook Utility Services entity
        crm/companies.csv org_042 raw row
      - crm/deal_line_items.csv deal_042_01:1 raw row
      - crm/deal_line_items.csv deal_042_01:2 raw row
      - crm/deal_stage_history.csv deal_042_01:1 raw row
      - crm/deal_stage_history.csv deal_042_01:2 raw row
    - +6 more
  - +3 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email · Web

made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Harbrook Utility Services

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

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