AI facts
Current to 14 Oct 26Lornefield Pensions Administration held a Growth subscription at £44k per year under the order form executed 3 Apr 2025, which ended on 2 Apr 2026 after Douglas Baird gave notice of non-renewal on 2 Feb 2026. No questions were asked in the last 90 days. The CRM still shows stage customer with ARR of £44k, against contracted ARR of £0. An open win-back deal at £50k sits at stage lead, with expected close on 29 Jan 2027. A discovery call is booked for 13 Oct 2026.
Profile
Updated 9 Oct 26- IndustryPensions administrationSource: CRM company record
- Websitelornefield.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityEdinburghSource: CRM company record
- Size380 employeesSource: CRM company record
- CRM ownerNell AshcombeSource: CRM company record · Chief Executive Officer and Co-founder · CSM Daniel Okafor
- Customer since3 Apr 2023Source: first executed order form ctr_005_01, signed 17 Mar 2023 · Starter tier · In the CRM since 9 Dec 2022
- TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage customer · The sources disagree
- StateLostSource: AI assessment · Written 14 Oct 2026
AI opinion
Current to 14 Oct 26Lost, because the Growth term ended on 2 Apr 2026 with no executed paper after it, and the group moved to Signalvane. Payment was never the issue: all four invoices were paid within terms. The win-back is the opportunity, since Douglas Baird says the group tool falls short.
Key facts
Updated 9 Oct 26- Contracted ARR£0differsSource: executed order forms · CRM £44,000 · Invoiced run rate £0 · As of 9 Oct 2026 · The sources disagree
- TierGrowthSource: deal_005_03
- Open dealLead · £50,000Source: CRM deal Lornefield Pensions Administration – Win Back · win_back deal · Expected close 29 Jan 2027 · Owner Tom Ashdown
- Last contact8 Oct 2026Email: Following up on today's call · 1 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Apr 2023 · 5 connectors configured
- Licensed seats400 active users in Sep 2026
Next step
Current to 14 Oct 26- What
- Nell Ashcombe sends Douglas Baird and Fiona Mackie the Growth win-back proposal, with subscription and implementation shown separately and termination terms in plain language, before the call booked for 13 Oct 2026. proposal
- Who
Nell Ashcombe
- When
- This week by 9 Oct 2026
- Why
- Nell Ashcombe should send Douglas Baird and Fiona Mackie the Growth win-back proposal, with subscription split from implementation and plain-language termination terms, before the 13 Oct 2026 call, because group approval depends on clear contract exposure.
The story
Current to 14 Oct 26Lost: the Growth subscription at £44k per year ended on 2 Apr 2026 after the group moved to Signalvane, though the CRM still shows a customer. A £50k win-back deal is open, and Nell Ashcombe sends the proposal before the 13 Oct 2026 call.
Lost is our verdict on Lornefield Pensions Administration: its Growth subscription at £44k per year, under the order form executed 3 Apr 2025, ended on 2 Apr 2026 with no later executed paper.
Questions fell from 20512 in 2025 to 8949 in the last 12 months, with none in the last 90 days, and two unnamed users each asked 15%. Imogen Hartley, the champion, left on 30 Jan 2026.
Douglas Baird, COO, gave notice on 2 Feb 2026 as the group moved to Signalvane, yet the CRM still shows a customer at £44k. The £50k win-back deal, a total including implementation, sits at CRM stage lead and needs Dunmarra Group approval via Fiona Mackie.
Nell Ashcombe sends Douglas and Fiona the Growth win-back proposal by 9 Oct 2026, with subscription and implementation shown separately and plain-language termination terms. That lands before the discovery call booked for 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 (Apr 26): Contracted ARR £0k; Invoiced ARR £0k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_005.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Apr 23 | £19,500 | £19,500 |
| May 23 | £19,500 | £19,500 |
| Jun 23 | £19,500 | £19,500 |
| Jul 23 | £19,500 | £19,500 |
| Aug 23 | £19,500 | £19,500 |
| Sep 23 | £19,500 | £19,500 |
| Oct 23 | £19,500 | £19,500 |
| Nov 23 | £19,500 | £19,500 |
| 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 | £44,000 | £44,000 |
| May 24 | £44,000 | £44,000 |
| Jun 24 | £44,000 | £44,000 |
| Jul 24 | £44,000 | £44,000 |
| Aug 24 | £44,000 | £44,000 |
| Sep 24 | £44,000 | £44,000 |
| Oct 24 | £44,000 | £44,000 |
| Nov 24 | £44,000 | £44,000 |
| 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 | £0 | £0 |
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 (Apr 26): Active users 0; Licensed seats 40; Questions asked 0. Basis: product usage, facts.usage_monthly:org_005, signals:org_005.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Apr 23 | 7 | 15 | 121 |
| May 23 | 10 | 15 | 475 |
| Jun 23 | 11 | 15 | 576 |
| Jul 23 | 13 | 15 | 625 |
| Aug 23 | 13 | 15 | 419 |
| Sep 23 | 13 | 15 | 663 |
| Oct 23 | 13 | 15 | 708 |
| Nov 23 | 13 | 15 | 695 |
| Dec 23 | 13 | 15 | 470 |
| Jan 24 | 13 | 15 | 590 |
| Feb 24 | 13 | 15 | 608 |
| Mar 24 | 13 | 15 | 664 |
| Apr 24 | 37 | 40 | 1,678 |
| May 24 | 37 | 40 | 1,886 |
| Jun 24 | 37 | 40 | 1,824 |
| Jul 24 | 37 | 40 | 1,995 |
| Aug 24 | 37 | 40 | 1,059 |
| Sep 24 | 37 | 40 | 1,839 |
| Oct 24 | 37 | 40 | 1,886 |
| Nov 24 | 37 | 40 | 1,863 |
| Dec 24 | 37 | 40 | 1,377 |
| Jan 25 | 37 | 40 | 1,729 |
| Feb 25 | 37 | 40 | 1,701 |
| Mar 25 | 37 | 40 | 1,822 |
| Apr 25 | 37 | 40 | 1,864 |
| May 25 | 37 | 40 | 1,766 |
| Jun 25 | 37 | 40 | 1,687 |
| Jul 25 | 37 | 40 | 1,956 |
| Aug 25 | 37 | 40 | 1,001 |
| Sep 25 | 37 | 40 | 1,900 |
| Oct 25 | 37 | 40 | 1,885 |
| Nov 25 | 37 | 40 | 1,751 |
| Dec 25 | 38 | 40 | 1,450 |
| Jan 26 | 38 | 40 | 1,630 |
| Feb 26 | 37 | 40 | 1,258 |
| Mar 26 | 37 | 40 | 975 |
| Apr 26 | 0 | 40 | 0 |
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 (Apr 26): Connectors configured 5; Active admins 0; Data volume 0.0 GB. Basis: product usage, facts.usage_monthly:org_005, signals:org_005.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Apr 23 | 0 | 1 | 0.00 GB |
| May 23 | 1 | 1 | 1.89 GB |
| Jun 23 | 3 | 1 | 5.76 GB |
| Jul 23 | 3 | 1 | 5.88 GB |
| Aug 23 | 3 | 1 | 5.99 GB |
| Sep 23 | 3 | 1 | 6.10 GB |
| Oct 23 | 3 | 1 | 6.21 GB |
| Nov 23 | 3 | 1 | 6.32 GB |
| Dec 23 | 3 | 1 | 6.43 GB |
| Jan 24 | 3 | 1 | 6.54 GB |
| Feb 24 | 3 | 1 | 6.65 GB |
| Mar 24 | 3 | 1 | 6.76 GB |
| Apr 24 | 4 | 1 | 9.16 GB |
| May 24 | 5 | 1 | 11.64 GB |
| Jun 24 | 5 | 1 | 11.82 GB |
| Jul 24 | 6 | 1 | 14.41 GB |
| Aug 24 | 6 | 1 | 14.64 GB |
| Sep 24 | 6 | 1 | 14.85 GB |
| Oct 24 | 6 | 1 | 15.08 GB |
| Nov 24 | 6 | 1 | 15.30 GB |
| Dec 24 | 6 | 1 | 15.52 GB |
| Jan 25 | 6 | 1 | 15.75 GB |
| Feb 25 | 6 | 1 | 15.95 GB |
| Mar 25 | 6 | 1 | 16.18 GB |
| Apr 25 | 6 | 1 | 16.39 GB |
| May 25 | 6 | 1 | 16.62 GB |
| Jun 25 | 6 | 1 | 16.84 GB |
| Jul 25 | 6 | 1 | 17.06 GB |
| Aug 25 | 6 | 1 | 17.29 GB |
| Sep 25 | 6 | 1 | 17.50 GB |
| Oct 25 | 6 | 1 | 17.73 GB |
| Nov 25 | 6 | 1 | 17.95 GB |
| Dec 25 | 6 | 1 | 18.17 GB |
| Jan 26 | 6 | 1 | 15.74 GB |
| Feb 26 | 5 | 1 | 9.97 GB |
| Mar 26 | 5 | 1 | 6.39 GB |
| Apr 26 | 5 | 0 | 0.00 GB |
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (7)
- Unsigned draft master services agreement draft · contract · 27 Feb 2023
- Signed one-year Starter agreement executed · contract · 17 Mar 2023
- Executed data processing agreement executed · dpa · 17 Mar 2023
- Signed Starter order form executed · order form · 17 Mar 2023
- Signed Growth subscription order form executed · order form · 20 Mar 2024
- Growth tier annual order form executed · order form · 3 Apr 2025
- Master agreement with non-renewal notice executed · contract · 2 Feb 2026
- Onboarding (1)
- Four-phase onboarding plan issued · onboarding plan · 1 Apr 2023
- Proposals (4)
- Draft Starter tier proposal draft · proposal · 1 Feb 2023
- Starter tier proposal issued · proposal · 6 Feb 2023
- Growth upgrade proposal at renewal draft · proposal · 7 Mar 2024
- Growth tier expansion proposal issued · proposal · 12 Mar 2024
- QBRs (6)
- Quarterly review of Starter adoption issued · qbr deck · 3 Aug 2023
- Quarterly review ahead of renewal issued · qbr deck · 4 Feb 2024
- Quarterly review of Growth plan issued · qbr deck · 4 Aug 2024
- Quarterly review before renewal issued · qbr deck · 2 Feb 2025
- Quarterly business review deck issued · qbr deck · 29 Jul 2025
- Quarterly review flagging softening usage issued · qbr deck · 27 Jan 2026
- Renewals (4)
- Draft renewal proposal, Growth plan draft · renewal proposal · 29 Jan 2025
- Growth renewal proposal at held price issued · renewal proposal · 3 Feb 2025
- Draft Growth renewal proposal draft · renewal proposal · 7 Jan 2026
- Growth tier renewal proposal issued · renewal proposal · 12 Jan 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Lornefield Pensions Administration – Win Back | lead | £50,000 | 29 Jan 2027 |
Open tickets
Activity
- 13 Oct 2026callLornefield Pensions Administration / BB-Demo – Discovery
- 8 Oct 2026email_threadFollowing up on today's call
- 6 Oct 2026dealLornefield Pensions Administration – Win Back
- 6 Oct 2026callLornefield Pensions Administration / BB-Demo – Win Back
- 6 Oct 2026callLornefield Pensions Administration / BB-Demo – Win Back
+1
- 2 Oct 2026email_threadCatching up after our chat
- 2 Oct 2026email_threadA conversation about Lornefield and the brain
- 28 Sep 2026email_threadDiscovery call: finding a time
- 24 Sep 2026eventYour renewals, read by the brain
+40
- 14 Sep 2026email_threadWould BB-Demo be willing to talk again?
- 10 Sep 2026email_threadWebinar invitation: Your renewals, read by the brain
- 24 Feb 2026eventRevenue leaders roundtable
+43
- 13 Feb 2026ticketData not updating
- 11 Feb 2026callLornefield Pensions Administration / BB-Demo – Check In
- 6 Feb 2026email_threadInvitation: Revenue leaders roundtable in London
- 5 Feb 2026email_threadFinding a time to check in
- 2 Feb 2026email_threadRenewal: notice of non-renewal
- 2 Feb 2026documentLornefield Pensions Administration - Master Services Agreement
- 30 Jan 2026email_threadLast day at Lornefield
- 29 Jan 2026email_threadFollow-up from our QBR conversation
+1
- 28 Jan 2026callLornefield Pensions Administration / BB-Demo – Qbr
+1
- 27 Jan 2026documentLornefield Pensions Administration - QBR
- 26 Jan 2026callLornefield Pensions Administration / BB-Demo – Renewal
+1
- 23 Jan 2026ticketFeature request – export search results to CSV
- 12 Jan 2026documentLornefield Pensions Administration - Renewal Proposal
- 9 Jan 2026ticketHow to export dashboard data
- 7 Jan 2026documentLornefield Pensions Administration - Renewal Proposal v1
- 7 Jan 2026callLornefield Pensions Administration / BB-Demo – Renewal
+2
- 2 Jan 2026email_threadRenewal notice for the Growth subscription
- 2 Jan 2026dealLornefield Pensions Administration – Renewal
- 30 Dec 2025email_threadFinding a time to talk about the renewal
- 15 Dec 2025ticketAdd new user to brain
- 12 Dec 2025email_threadContract and termination terms
- 1 Dec 2025newsDunmarra completes Lornefield acquisition
- 19 Nov 2025ticketDashboard date filter not working
- 3 Nov 2025ticketDuplicated membership records
- 28 Oct 2025newsLornefield Pensions Administration announces expansion
- 22 Oct 2025callLornefield Pensions Administration / BB-Demo – Check In
- 24 Sep 2025callLornefield Pensions Administration / BB-Demo – Check In
- 16 Sep 2025newsDunmarra Group agrees to acquire Lornefield Pensions Administration
- 15 Sep 2025ticketConnector sync issue
- 10 Sep 2025ticketSlow query response times
- 26 Aug 2025callLornefield Pensions Administration / BB-Demo – Check In
- 21 Aug 2025ticketResponse times very slow
- 21 Aug 2025email_threadFinding a time for a check-in
- 18 Aug 2025ticketConnector sync failure
- 30 Jul 2025callLornefield Pensions Administration / BB-Demo – Qbr
+1
- 29 Jul 2025documentLornefield Pensions Administration - QBR
- 22 Jul 2025email_threadFinding a time for the next review
- 4 Jul 2025ticketConnector timing out
- 13 Jun 2025email_threadNotes from our check-in
- 12 Jun 2025callLornefield Pensions Administration / BB-Demo – Check In
- 6 Jun 2025ticketPerformance degradation
- 16 Apr 2025ticketRefresh taking longer than usual
- 14 Apr 2025callLornefield Pensions Administration / BB-Demo – Check In
- 9 Apr 2025ticketConnector stopped updating
- 3 Apr 2025email_threadInvoice INV-005-0004 for the Growth subscription
- 3 Apr 2025invoiceINV-005-0004
- 3 Apr 2025documentLornefield Pensions Administration - Order Form (signed)
- 2 Apr 2025ticketCSV export not working
- 1 Apr 2025email_threadRenewal order form for signature
- 6 Mar 2025callLornefield Pensions Administration / BB-Demo – Renewal
+1
- 28 Feb 2025email_threadTime to talk about the renewal
- 17 Feb 2025callLornefield Pensions Administration / BB-Demo – Check In
- 4 Feb 2025email_threadQBR follow-up and next steps
+1
- 3 Feb 2025documentLornefield Pensions Administration - Renewal Proposal
- 3 Feb 2025callLornefield Pensions Administration / BB-Demo – Qbr
+1
- 2 Feb 2025documentLornefield Pensions Administration - QBR
- 31 Jan 2025email_threadFollowing up on your support request
- 30 Jan 2025ticketCustom dashboard widget error
- 29 Jan 2025documentLornefield Pensions Administration - Renewal Proposal v1
- 28 Jan 2025email_threadGetting a time in for the next QBR
- 22 Jan 2025callLornefield Pensions Administration / BB-Demo – Renewal
+1
- 17 Jan 2025email_threadFinding a time for the renewal conversation
- 16 Jan 2025eventBB-Demo webinar
+19
- 2 Jan 2025email_threadYour Growth subscription renewal
- 2 Jan 2025dealLornefield Pensions Administration – Renewal
- 19 Dec 2024ticketQuestion about user count on recent invoice
- 12 Dec 2024callLornefield Pensions Administration / BB-Demo – Check In
- 26 Nov 2024eventRevenue leaders roundtable
+27
- 18 Nov 2024email_threadInvitation: Revenue leaders roundtable in London
- 29 Oct 2024ticketEmail connector timing out during sync
- 15 Oct 2024email_threadNotes from our check-in
- 14 Oct 2024callLornefield Pensions Administration / BB-Demo – Check In
- 10 Oct 2024email_threadFinding a time for a check-in
- 24 Sep 2024ticketEmail connector not syncing
- 6 Aug 2024email_threadFollowing up on our quarterly review
+1
- 5 Aug 2024callLornefield Pensions Administration / BB-Demo – Qbr
+1
- 4 Aug 2024documentLornefield Pensions Administration - QBR
- 17 Jun 2024newsLornefield Pensions Administration announces new partnership to support trustees
- 13 Jun 2024ticketSearch results display issue
- 13 Jun 2024eventBB-Demo Customer Day
+21
- 14 May 2024ticketCross-source dashboard queries
- 13 May 2024newsLornefield Pensions Administration announces partnership to widen scheme services
- 9 May 2024ticketScheduled reporting capability
- 23 Apr 2024ticketBilling: Invoice for upgrade to Growth tier
- 23 Apr 2024callLornefield Pensions Administration / BB-Demo – Check In
- 3 Apr 2024email_threadInvoice INV-005-0003 for the Growth subscription
- 3 Apr 2024invoiceINV-005-0003
- 25 Mar 2024email_threadFollowing up on the Growth proposal
- 21 Mar 2024eventBB-Demo webinar
+20
- 21 Mar 2024callLornefield Pensions Administration / BB-Demo – Proposal
- 20 Mar 2024documentLornefield Pensions Administration - Order Form (signed)
- 18 Mar 2024email_threadOrder form for signature
- 15 Mar 2024email_threadTime to walk through the proposal
- 13 Mar 2024email_threadFollow-up on the Growth proposal
+2
- 12 Mar 2024documentLornefield Pensions Administration - Proposal
- 11 Mar 2024callLornefield Pensions Administration / BB-Demo – Negotiation
+2
- 8 Mar 2024email_threadInvitation to our customer webinar
- 8 Mar 2024dealLornefield Pensions Administration – Expansion
- 7 Mar 2024documentLornefield Pensions Administration - Proposal v1
- 5 Mar 2024ticketHow to save and share searches
- 23 Feb 2024email_threadNotes from our check-in
- 22 Feb 2024callLornefield Pensions Administration / BB-Demo – Check In
- 15 Feb 2024email_threadCatching up before the renewal
- 5 Feb 2024callLornefield Pensions Administration / BB-Demo – Qbr
- 4 Feb 2024documentLornefield Pensions Administration - QBR
- 29 Jan 2024email_threadTime for a review call
- 28 Dec 2023callLornefield Pensions Administration / BB-Demo – Check In
- 27 Nov 2023ticketFeature request: Export dashboard to PDF
- 16 Nov 2023newsLornefield Pensions Administration unveils new service for scheme-relationship teams
- 16 Nov 2023eventBB-Demo webinar
+11
- 11 Nov 2023email_threadInvitation: BB-Demo webinar this Thursday
- 8 Nov 2023callLornefield Pensions Administration / BB-Demo – Check In
- 25 Aug 2023ticketCall recording duration mismatch
- 21 Aug 2023ticketNightly refresh stuck
- 7 Aug 2023email_threadFollowing up on our quarterly review
+1
- 4 Aug 2023callLornefield Pensions Administration / BB-Demo – Qbr
+1
- 3 Aug 2023documentLornefield Pensions Administration - QBR
- 1 Aug 2023email_threadSetting a date for our quarterly review
- 13 Jul 2023ticketZendesk connector status
- 10 Jul 2023ticketNightly refresh timing
- 5 Jul 2023callLornefield Pensions Administration / BB-Demo – Check In
- 27 Jun 2023email_threadCatching up on how the team is finding the brain
- 24 May 2023ticketSetting up a test environment
- 16 May 2023callLornefield Pensions Administration / BB-Demo – Training
- 10 May 2023email_threadTraining session for the scheme-relationship managers
- 9 May 2023callLornefield Pensions Administration / BB-Demo – Training
- 4 May 2023ticketClarification on payment terms for our invoice
- 27 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 21 Apr 2023email_threadOnboarding session: refresh timing and follow-up
- 19 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 13 Apr 2023email_threadOnboarding session: connector walkthrough
- 12 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 3 Apr 2023email_threadAnnual subscription invoice for Lornefield
- 3 Apr 2023invoiceINV-005-0002
- 3 Apr 2023callLornefield Pensions Administration / BB-Demo – Kickoff
- 1 Apr 2023documentLornefield Pensions Administration - Onboarding Plan
- 20 Mar 2023email_threadInvoice for Lornefield: payment details
- 20 Mar 2023invoiceINV-005-0001
- 17 Mar 2023documentLornefield Pensions Administration - Order Form (signed)
- 17 Mar 2023documentLornefield Pensions Administration - Data Processing Agreement (signed)
- 17 Mar 2023documentLornefield Pensions Administration - Master Services Agreement (signed)
- 15 Mar 2023email_threadLornefield order form for signature
- 1 Mar 2023email_threadNegotiation follow-up - Lornefield
+1
- 28 Feb 2023callLornefield Pensions Administration / BB-Demo – Negotiation
+1
- 27 Feb 2023documentLornefield Pensions Administration - Master Services Agreement v2
- 23 Feb 2023email_threadTime to talk through terms
- 8 Feb 2023email_threadProposal follow-up - Lornefield
- 6 Feb 2023documentLornefield Pensions Administration - Proposal
- 6 Feb 2023callLornefield Pensions Administration / BB-Demo – Proposal
- 1 Feb 2023email_threadProposal conversation
- 1 Feb 2023documentLornefield Pensions Administration - Proposal v1
- 19 Jan 2023email_threadFollow-up after the Lornefield demo
+1
- 17 Jan 2023callLornefield Pensions Administration / BB-Demo – Demo
+1
- 9 Jan 2023email_threadScheduling a demo for Lornefield
- 30 Dec 2022callLornefield Pensions Administration / BB-Demo – Discovery
- 9 Dec 2022dealLornefield Pensions Administration – New
Contacts
Evidence trail
Updated 9 Oct 26Lornefield Pensions Administration's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 152 AI summaries of 161 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 18 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Lornefield Pensions Administration / BB-Demo – Discovery entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_001 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration / BB-Demo – Demo entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_002 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration / BB-Demo – Proposal entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_003 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration / BB-Demo – Negotiation entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_004 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration / BB-Demo – Kickoff entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_005 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration / BB-Demo – Onboarding entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- call_recorder/calls.csv call_005_006 raw row
- Lornefield Pensions Administration entity
- +162 more
- Lornefield Pensions Administration / BB-Demo – Discovery entity
- AI opinion page block
- Lornefield Pensions Administration lost AI record
- Lornefield Pensions Administration – New entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- contracts/order_form_lines.csv ctr_005_01:1 raw row
- contracts/order_form_lines.csv ctr_005_01:2 raw row
- contracts/order_forms.csv ctr_005_01 raw row
- crm/deal_line_items.csv deal_005_01:1 raw row
- crm/deal_line_items.csv deal_005_01:2 raw row
- +7 more
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration – Expansion entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- contracts/order_form_lines.csv ctr_005_02:1 raw row
- contracts/order_forms.csv ctr_005_02 raw row
- crm/deal_line_items.csv deal_005_02:1 raw row
- crm/deal_stage_history.csv deal_005_02:1 raw row
- crm/deal_stage_history.csv deal_005_02:2 raw row
- +3 more
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration – Renewal entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- contracts/order_form_lines.csv ctr_005_03:1 raw row
- contracts/order_forms.csv ctr_005_03 raw row
- crm/deal_line_items.csv deal_005_03:1 raw row
- crm/deal_stage_history.csv deal_005_03:1 raw row
- crm/deal_stage_history.csv deal_005_03:2 raw row
- +3 more
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration – Renewal entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- crm/deal_stage_history.csv deal_005_04:1 raw row
- crm/deal_stage_history.csv deal_005_04:2 raw row
- crm/deal_stage_history.csv deal_005_04:3 raw row
- crm/deal_stage_history.csv deal_005_04:4 raw row
- crm/deals.csv deal_005_04 raw row
- Lornefield Pensions Administration entity
- Lornefield Pensions Administration – Win Back entity
- Lornefield Pensions Administration entity
- accounting/customers.csv org_005 raw row
- crm/companies.csv org_005 raw row
- product_analytics/tenants.csv org_005 raw row
- crm/deal_line_items.csv deal_005_05:1 raw row
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