Marbury Kline Health

Lost£0

AI facts

As at Fri 9 Oct 2026

Marbury Kline Health is a Philadelphia healthcare services prospect with no contract, no invoices and £0 ARR. The CRM deal for Enterprise, amount £155k with an ACV of £125k, was created on 22 Dec 2025 and closed lost on 28 Aug 2026 with the reason no_decision. The only recorded call was a discovery call on 27 Apr 2026, where Jordan Pike quoted £125k a year and about £30k for implementation. The customer has no Snowflake warehouse. There is no open deal on record.

Read from 1 calls · 2 email threads · 1 deals · 3 people, newest 27 Apr 26

AImade from

Profile

Updated 9 Oct 26

IndustryHealthcare services
Websitemarburykline.example
CountryUnited States
HQ cityPhiladelphia
Size1,400 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost on 28 Aug 2026 for no decision and no interaction is recorded since the 27 Apr 2026 discovery call. The proposal and architecture call are not on record. The scaling pain Brandon Sullivan described could support a later win-back approach.

Signals Marbury Kline Health – New Marbury Kline Health / BG-Demo – Discovery

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

AImade from

Key facts

Updated 9 Oct 26

Last contact27 Apr 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Jordan Pike emails Brandon Sullivan and Nicole Sullivan to offer the architecture call that never took place, framed around their scaling pain and the Snowflake warehouse setup. Re engage
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should reopen Marbury Kline Health with Brandon Sullivan. The Enterprise deal closed lost on 28 Aug 2026 for no decision, so the offer is the architecture call that never happened, tied to his scaling pain.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Marbury Kline Health's only deal, an Enterprise opportunity with a CRM amount of £155k, closed lost on 28 Aug 2026 for no decision. Nothing is recorded since the 27 Apr 2026 discovery call, and Jordan Pike is to offer the missing architecture call.

Lost: Marbury Kline Health never became a customer. Its only deal, an Enterprise opportunity with a CRM amount of £155k, closed lost on 28 Aug 2026 for no decision; there are no invoices and £0 ARR.

There is no usage or ticket history. On the 27 Apr 2026 discovery call, Jordan Pike met Nicole Sullivan, the champion, and Brandon Sullivan, the President, and quoted about £125k a year plus about £30k for implementation.

Brandon said the manual approach does not scale as new divisions arrive, but there is no Snowflake warehouse, adding setup scope. No interaction is recorded since, and neither the architecture call nor a proposal is on record.

Jordan Pike should email Brandon and Nicole by 9 Oct 2026 offering the architecture call that never took place. Hannah Lowe outlines the warehouse setup, and Kevin Simmons is invited for security review.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana Kurtz+36
27 Apr 2026callMarbury Kline Health / BG-Demo – Discovery Jordan Pike, Nicole Sullivan, Brandon Sullivan
19 Feb 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville Hirst+31
10 Feb 2026email threadBG-Demo webinar Alice Brewer, Kevin Simmons
22 Dec 2025dealMarbury Kline Health – New Jordan Pike, Nicole Sullivan
20 Mar 2025eventBG-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Josh Fairburn, Annika Lund, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi Coombes+17
9 Mar 2025email threadBG-Demo webinar Sofia Marchetti, Brandon Sullivan
13 Mar 2024eventData leaders conference (BG-Demo stand) Nell Ashcombe, Rob Ellery, Roger Pickles, Elaine Turvey, Nicole Sullivan, Gareth Pugh+3

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

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

Marbury Kline 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 3 AI summaries of 4 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 1 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not written yet.

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

Activity page block
- Marbury Kline Health / BG-Demo – Discovery entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - call_recorder/calls.csv call_051_001 raw row
- Marbury Kline Health – New entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/deal_line_items.csv deal_051_01:1 raw row
  - crm/deal_line_items.csv deal_051_01:2 raw row
  - crm/deal_stage_history.csv deal_051_01:1 raw row
  - crm/deal_stage_history.csv deal_051_01:2 raw row
  - crm/deal_stage_history.csv deal_051_01:3 raw row
  - +1 more
- Data leaders conference (BG-Demo stand) entity
  - event_platform/events.csv evt_0527_conference raw row
  - event_platform/registrations.csv evt_0527_conference:per_0401 raw row
  - event_platform/registrations.csv evt_0527_conference:per_14202 raw row
  - event_platform/registrations.csv evt_0527_conference:per_15902 raw row
  - event_platform/registrations.csv evt_0527_conference:per_5101 raw row
  - event_platform/registrations.csv evt_0527_conference:per_7605 raw row
- BG-Demo webinar entity
  - event_platform/events.csv evt_0899_webinar raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1101 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1202 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1601 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_16603 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1905 raw row
  - +14 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1235_webinar raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0102 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0103 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_10102 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_10803 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_12402 raw row
  - +28 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_1450_roundtable raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_10004 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_10204 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_10702 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_11603 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_12002 raw row
  - +33 more
- +2 more
AI opinion page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BG-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
AI facts page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BG-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
Contacts page block
- Nicole Sullivan entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5101:org_051 raw row
- Brandon Sullivan entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5102:org_051 raw row
- Kevin Simmons entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5103:org_051 raw row
Open deals (computed from the records; nothing to show yet) page block
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
hero page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BG-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BG-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
- facts.reconciliation_t0:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
- Signals: Marbury Kline Health signals (no model)
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
Key facts page block
- Marbury Kline Health / BG-Demo – Discovery entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - call_recorder/calls.csv call_051_001 raw row
- facts.reconciliation_t0:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
- Signals: Marbury Kline Health signals (no model)
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
Evidence trail page block
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
The story page block
- Customer: Marbury Kline Health AI record
  - Marbury Kline Health lost AI record
    - Marbury Kline Health – New entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - crm/deal_line_items.csv deal_051_01:1 raw row
      - crm/deal_line_items.csv deal_051_01:2 raw row
      - crm/deal_stage_history.csv deal_051_01:1 raw row
      - crm/deal_stage_history.csv deal_051_01:2 raw row
      - crm/deal_stage_history.csv deal_051_01:3 raw row
      - +1 more
    - Discovery: data scattered, no warehouse AI record
      - Marbury Kline Health / BG-Demo – Discovery entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        call_recorder/calls.csv call_051_001 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
    - Webinar invite to President, no reply AI record
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - BG-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0001:1 raw row
        mailbox/threads.csv thr_051_0001 raw row
    - Security webinar invite, no reply AI record
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - BG-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0002:1 raw row
        mailbox/threads.csv thr_051_0002 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - +4 more
  - Win-back call with Brandon Sullivan AI record
    - Marbury Kline Health lost AI record
      - Marbury Kline Health – New entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        crm/deal_line_items.csv deal_051_01:1 raw row
        crm/deal_line_items.csv deal_051_01:2 raw row
        crm/deal_stage_history.csv deal_051_01:1 raw row
        crm/deal_stage_history.csv deal_051_01:2 raw row
        crm/deal_stage_history.csv deal_051_01:3 raw row
        +1 more
      - Discovery: data scattered, no warehouse AI record
        Marbury Kline Health / BG-Demo – Discovery entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        call_recorder/calls.csv call_051_001 raw row
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Webinar invite to President, no reply AI record
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        BG-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0001:1 raw row
        mailbox/threads.csv thr_051_0001 raw row
      - Security webinar invite, no reply AI record
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        BG-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0002:1 raw row
        mailbox/threads.csv thr_051_0002 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - +4 more
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Signals: Marbury Kline Health signals (no model)
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BG-Demo – Discovery entity
      - Marbury Kline Health entity
  - +1 more
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email

made from

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

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Marbury Kline Health

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

Ask B