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Tallowfield Health Partners

Growing£22kRenews 1 Jul 27
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AI facts

As at Fri 9 Oct 2026

Tallowfield Health Partners holds a Starter order form signed on 12 Jun 2026 at £22k a year, running 1 Jul 2026 to 30 Jun 2027, with a £6,000 implementation. Both invoices were paid within terms. Active users rose from 6 in 2026-07 to 9 in 2026-09 (50%), and questions asked from 74 to 261 (253%). Renewal falls on 1 Jul 2027, 265 days away, at £22k. On 21 Sep 2026 Nicole Hayes asked for three more users this quarter, which the ticket says needs a Growth upgrade.

Read from 8 calls · 6 email threads · 6 tickets · 1 deals · 5 people · 7 documents, newest 4 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitetallowfield.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityNew YorkSource: CRM company record
  • Size900 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Elena Novak
  • Customer since1 Jul 2026Source: first executed order form ctr_031_01, signed 12 Jun 2026 · Starter tier · In the CRM since 19 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateGrowingSource: AI assessment · As at Fri 9 Oct 2026 · written 13 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Growing, because questions asked rose 253% after go-live, active users and connectors are climbing, and both invoices were paid within terms. Nicole Hayes's request for more users opens a Growth upgrade, though usage leans on Brandon Hayes and Brandon Russell.

SignalsCan we add more users to the brain?Tallowfield Health Partners - Order Form (signed)Document roll-up

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_031_01, 1 Jul 2026 to 30 Jun 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Jul 2027Basis: order form ctr_031_01 ends 30 Jun 2027 · In 265 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jul 2026 to 30 Jun 2027Source: order form ctr_031_01 (new), signed 12 Jun 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact4 Oct 2026Email: You're invited: BG-Demo webinar, 15 Oct 2026 · 5 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jul 2026 · 3 connectors configured
  • Licensed seats159 active users in Sep 2026 · Order form ctr_031_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike confirms the seat need with Nicole Hayes and Alyssa Jenkins and sends a Growth upgrade proposal sized on confirmed numbers. upsell
Who
Jordan Pike Jordan Pike
When
Within 2 weeks by 15 Oct 2026
Why
Jordan Pike should confirm the seat need with Nicole Hayes and Alyssa Jenkins, then send a Growth proposal. Nicole asked for three more users on 21 Sep 2026, and questions asked rose 253%, but no upgrade deal is recorded.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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The story

As at Fri 9 Oct 2026
Growing

Growing: Tallowfield Health Partners is on Starter at £22k a year to 30 Jun 2027. Questions asked rose 253% and active users rose from 6 to 9. Nicole Hayes has asked for three more users, which points to a Growth upgrade proposal from Jordan Pike.

Growing: Tallowfield Health Partners holds a Starter order form signed 12 Jun 2026 at £22k a year, running to 30 Jun 2027. It renews automatically on 1 Jul 2027, 265 days away, unless notice is given thirty days earlier.

Questions asked rose from 74 in July 2026 to 261 in September 2026 (253%), and active users rose from 6 to 9. Brandon Hayes, the only admin, asks 26% and Brandon Russell 25% of questions in the last 90 days.

On 21 Sep 2026 Nicole Hayes asked for three more users, which the ticket says needs a Growth upgrade, though September shows 9 active users. The order form also miscites the MSA date.

Jordan Pike should confirm the seat need with Nicole and Alyssa Jenkins and send a Growth proposal by 15 Oct 2026. Elena Novak should agree a second admin with Brandon Hayes by the same date.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJul 26Aug 26Sep 26new£22k£22kJul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One 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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_031.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
9of 15 included on the tier
Questions asked · Sep 26
261
Connectors configured · Sep 26
3of 4 included on the tier
Active admins · Sep 26
1
Data volume · Sep 26
10.5 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00815015300Jul 26Aug 26Sep 26Included users (15)152619Jul 26: Active users 6; Licensed seats 15; Questions asked 74Aug 26: Active users 8; Licensed seats 15; Questions asked 105Sep 26: Active users 9; Licensed seats 15; Questions asked 261

Questions 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. Latest (Sep 26): Active users 9; Licensed seats 15; Questions asked 261. Basis: product usage, facts.usage_monthly:org_031, signals:org_031.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 2661574
Aug 26815105
Sep 26915261
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB26.0 GB412.0 GBJul 26Aug 26Sep 26Included connectors (4)10.5 GB31Jul 26: Connectors configured 2; Active admins 1; Data volume 6.73 GBAug 26: Connectors configured 3; Active admins 1; Data volume 10.31 GBSep 26: Connectors configured 3; Active admins 1; Data volume 10.50 GB

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 3; Active admins 1; Data volume 10.5 GB. Basis: product usage, facts.usage_monthly:org_031, signals:org_031.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 26216.73 GB
Aug 263110.31 GB
Sep 263110.50 GB
Usagemade from

Documents

Updated 9 Oct 26

7 documents in 3 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Tallowfield Health Partners' 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 30 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 7 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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