AI facts
Current to 13 Oct 26Ledgerwood Freight is a logistics prospect in Atlanta with no executed order form, no invoices and £0 ARR. The open deal is a Growth proposal at £62k in the first year, £50k a year plus £12k implementation, with expected close 20 Nov 2026. There is no usage or ticket history because nothing is live. A negotiation call is booked for 26 Oct 2026, including the procurement director. The 14 Sep 2026 draft and 17 Sep 2026 proposal disagree on connector delivery.
Profile
Updated 9 Oct 26- IndustryLogisticsSource: CRM company record
- Websiteledgerwoodfreight.exampleSource: CRM company record
- CountryUnited StatesSource: CRM company record · CRM code US · Region US
- HQ cityAtlantaSource: CRM company record
- Size650 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · Written 13 Oct 2026
AI opinion
Current to 13 Oct 26Prospect, because no paper is executed but the deal is progressing. Maria Hughes, President, said on 22 Sep 2026 the proposal looks good and aims to sign by mid-November. Legal review and conflicting draft terms still stand between proposal and order form.
Key facts
Updated 9 Oct 26- Open dealProposal · £62,000Source: CRM deal Ledgerwood Freight – New · new deal · Expected close 20 Nov 2026 · Owner Jordan Pike
- Last contact25 Sep 2026Email: Growth, proposed terms · 14 days before 9 Oct 2026
Next step
Current to 13 Oct 26- What
- Jordan Pike sends Maria Hughes and Justin Foster a single Growth order form draft that reconciles the 14 Sep 2026 and 17 Sep 2026 proposals ahead of the 26 Oct 2026 negotiation call. proposal
- Who
Jordan Pike
- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should send Maria Hughes and Justin Foster one reconciled order form draft before the 26 Oct 2026 negotiation call. It must settle connector delivery, data-freshness wording, no lock-in and the lapsed 14 Sep 2026 draft, so the call negotiates one set of terms.
The story
Current to 14 Oct 26Prospect: Ledgerwood Freight has an open, unsigned Growth proposal at £62k for the first year. Maria Hughes aims to sign by mid-November. Jordan Pike must reconcile conflicting draft terms before the 26 Oct 2026 negotiation call.
Prospect, Ledgerwood Freight has no executed order form and £0 ARR. Its open 17 Sep 2026 Growth proposal is £50k a year plus £12k implementation, with the CRM's expected close on 20 Nov 2026.
Nothing is live, so there are no usage figures or tickets. Jennifer Holloway, Director of Operations, is the champion; President Maria Hughes said the proposal looks good and aims to sign by mid-November.
The 14 Sep 2026 draft promises connectors live within eight weeks; the 17 Sep 2026 proposal promises live data within 14 days of start. Legal review is still ahead, and Growth terms credit availability only, not freshness.
Jordan Pike should send Maria and Justin Foster, Procurement Director, one reconciled Growth order form draft by 9 Oct 2026, ahead of the negotiation call booked for 26 Oct 2026.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 14 Sep 2026
- Growth tier proposal issued · proposal · 17 Sep 2026
- Security (1)
- Growth tier security questionnaire answers issued · security questionnaire · 26 Aug 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Ledgerwood Freight – New | proposal | £62,000 | 20 Nov 2026 |
Open tickets
Activity
- 26 Oct 2026callLedgerwood Freight / BB-Demo – Negotiation
+2
- 22 Sep 2026email_threadGrowth, proposed terms
- 18 Sep 2026callLedgerwood Freight / BB-Demo – Proposal
- 17 Sep 2026documentLedgerwood Freight - Proposal
- 16 Sep 2026email_threadGrowth, proposal call
- 14 Sep 2026documentLedgerwood Freight - Proposal v1
- 26 Aug 2026documentLedgerwood Freight - Security Questionnaire
- 24 Aug 2026email_threadGrowth, next steps
- 20 Aug 2026callLedgerwood Freight / BB-Demo – Demo
- 20 Jul 2026callLedgerwood Freight / BB-Demo – Discovery
- 14 Jul 2026email_threadDiscovery call
- 15 Jun 2026dealLedgerwood Freight – New
Contacts
Evidence trail
Updated 9 Oct 26Ledgerwood Freight's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Ledgerwood Freight / BB-Demo – Discovery entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight / BB-Demo – Demo entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight / BB-Demo – Negotiation entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_004 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- +6 more
- Ledgerwood Freight / BB-Demo – Discovery entity
- AI opinion page block
- Ledgerwood Freight prospect AI record
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight: proposals only, none signed AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight Growth proposal v1 AI record
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight Growth proposal AI record
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal entity
- +1 more
- Ledgerwood Freight - Security Questionnaire entity
- Discovery: consolidating logistics data AI record
- Ledgerwood Freight / BB-Demo – Discovery entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Discovery entity
- Growth demo for cross-system customer questions AI record
- Ledgerwood Freight / BB-Demo – Demo entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Demo entity
- Growth tier proposal walkthrough AI record
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- +12 more
- Ledgerwood Freight – New entity
- Ledgerwood Freight prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_052 facts table
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight – New entity
- facts.arr_monthly:org_052 facts table
- AI facts page block
- Ledgerwood Freight prospect AI record
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight: proposals only, none signed AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight Growth proposal v1 AI record
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight Growth proposal AI record
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal entity
- +1 more
- Ledgerwood Freight - Security Questionnaire entity
- Discovery: consolidating logistics data AI record
- Ledgerwood Freight / BB-Demo – Discovery entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Discovery entity
- Growth demo for cross-system customer questions AI record
- Ledgerwood Freight / BB-Demo – Demo entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Demo entity
- Growth tier proposal walkthrough AI record
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- +12 more
- Ledgerwood Freight – New entity
- Ledgerwood Freight prospect AI record
- Contacts page block
- Jennifer Holloway entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/contacts.csv per_5201:org_052 raw row
- Ledgerwood Freight entity
- Maria Hughes entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/contacts.csv per_5202:org_052 raw row
- Ledgerwood Freight entity
- Justin Foster entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/contacts.csv per_5203:org_052 raw row
- Ledgerwood Freight entity
- Jennifer Holloway entity
- Open deals page block
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight – New entity
- Documents page block
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Security Questionnaire entity
- hero page block
- Ledgerwood Freight prospect AI record
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight: proposals only, none signed AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight Growth proposal v1 AI record
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal v1 entity
- Ledgerwood Freight Growth proposal AI record
- Ledgerwood Freight - Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Proposal entity
- +1 more
- Ledgerwood Freight - Security Questionnaire entity
- Discovery: consolidating logistics data AI record
- Ledgerwood Freight / BB-Demo – Discovery entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Discovery entity
- Growth demo for cross-system customer questions AI record
- Ledgerwood Freight / BB-Demo – Demo entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_002 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Demo entity
- Growth tier proposal walkthrough AI record
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- call_recorder/calls.csv call_052_003 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight / BB-Demo – Proposal entity
- Ledgerwood Freight security questionnaire AI record
- Ledgerwood Freight - Security Questionnaire entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- Ledgerwood Freight - Security Questionnaire entity
- +12 more
- Ledgerwood Freight – New entity
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- facts.reconciliation_t0:org_052 facts table
- Ledgerwood Freight – New entity
- Ledgerwood Freight entity
- crm/companies.csv org_052 raw row
- crm/deal_line_items.csv deal_052_01:1 raw row
- crm/deal_line_items.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:1 raw row
- crm/deal_stage_history.csv deal_052_01:2 raw row
- crm/deal_stage_history.csv deal_052_01:3 raw row
- +2 more
- Ledgerwood Freight entity
- Ledgerwood Freight entity
- Ledgerwood Freight – New entity
- Ledgerwood Freight prospect AI record
- Key facts page block
- 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