Penhallow Vets

Lost£0

AI facts

As at Fri 9 Oct 2026

Penhallow Vets, a veterinary group in Exeter, has no contract, no invoices and no tickets with BG-Demo. A Starter new-business deal with an amount of £26k and an ACV of £20k closed lost on 30 Jan 2026 with the reason no decision. No usage is recorded because the brain was never deployed. Nothing is open: the CRM stage is lost and the last interaction was 19 Nov 2025. The 18 Nov 2025 demo request thread shows no BG-Demo reply.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 18 Nov 25

AImade from

Profile

Updated 9 Oct 26

IndustryVeterinary services
Websitepenhallow.example
CountryUnited Kingdom
HQ cityExeter
Size340 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Starter deal closed with no decision on 30 Jan 2026 and no interaction is recorded since 19 Nov 2025. The demo request thread shows no BG-Demo reply. The pain Rob Allott and Yasmin Lomax described remains a possible reason to re-approach.

Signals Penhallow Vets – New Demo scheduling Penhallow Vets / BG-Demo – Discovery

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

AImade from

Key facts

Updated 9 Oct 26

Last contact19 Nov 2025

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Tom Ashdown writes to Rob Allott to acknowledge the unanswered 18 Nov 2025 demo request and offer a Starter demo on Penhallow Vets' own data. Re engage
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should write to Rob Allott, Finance Director, to own the unanswered 18 Nov 2025 demo request and offer a Starter demo on Penhallow Vets' own data. The deal closed lost with no decision, so the original pain is the way back in.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Penhallow Vets' Starter deal closed lost with no decision on 30 Jan 2026, and nothing is recorded since 19 Nov 2025. Tom Ashdown should answer Rob Allott's unanswered demo request and offer a Starter demo on their own data.

Lost. Penhallow Vets never signed: the Starter new-business deal, with an amount of £26k and an ACV of £20k, closed lost with no decision on 30 Jan 2026. There is no contract, invoice or renewal date.

There is no usage because the brain was never deployed. Tom Ashdown ran the 17 Nov 2025 discovery call with Yasmin Lomax, Head of Revenue Operations, and Rob Allott, Finance Director, and nothing is recorded since 19 Nov 2025.

No tickets were ever raised. The main risk is that Rob's 18 Nov 2025 demo request shows no BG-Demo reply, and the patient-data security and eight-practice connector questions remain open.

Tom should write to Rob by 9 Oct 2026, owning the missed reply and offering a Starter demo on Penhallow Vets' own data at the v2 list of £22k. Hannah Lowe prepares the security and connector answer by then.

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

18 Nov 2025email threadDemo scheduling Tom Ashdown, Yasmin Lomax, Rob Allott
17 Nov 2025callPenhallow Vets / BG-Demo – Discovery Tom Ashdown, Yasmin Lomax, Rob Allott
18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Sofie Bech, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der Linden+19
29 Aug 2025dealPenhallow Vets – New Tom Ashdown, Yasmin Lomax
20 Jun 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian Dobson+16

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

Penhallow Vets' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 2 AI summaries of 3 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
- Penhallow Vets / BG-Demo – Discovery entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets – New entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - crm/deal_line_items.csv deal_075_01:1 raw row
  - crm/deal_line_items.csv deal_075_01:2 raw row
  - crm/deal_stage_history.csv deal_075_01:1 raw row
  - crm/deal_stage_history.csv deal_075_01:2 raw row
  - crm/deal_stage_history.csv deal_075_01:3 raw row
  - +1 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_0626_webinar raw row
  - event_platform/registrations.csv evt_0626_webinar:per_0403 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_12402 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_1403 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_14501 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_14601 raw row
  - +13 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1081_webinar raw row
  - event_platform/registrations.csv evt_1081_webinar:per_13103 raw row
  - event_platform/registrations.csv evt_1081_webinar:per_13602 raw row
  - event_platform/registrations.csv evt_1081_webinar:per_13703 raw row
  - event_platform/registrations.csv evt_1081_webinar:per_15002 raw row
  - event_platform/registrations.csv evt_1081_webinar:per_1501 raw row
  - +16 more
- Demo scheduling entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - mailbox/messages.csv thr_075_0001:1 raw row
  - mailbox/messages.csv thr_075_0001:2 raw row
  - mailbox/threads.csv thr_075_0001 raw row
AI opinion page block
- Penhallow Vets lost AI record
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
  - Discovery: eight-practice group, no single view AI record
    - Penhallow Vets / BG-Demo – Discovery entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - call_recorder/calls.csv call_075_001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
  - Penhallow demo scheduling AI record
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Demo scheduling entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - mailbox/messages.csv thr_075_0001:1 raw row
      - mailbox/messages.csv thr_075_0001:2 raw row
      - mailbox/threads.csv thr_075_0001 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Yasmin Lomax, Head of Revenue Operations AI record
    - Discovery: eight-practice group, no single view AI record
      - Penhallow Vets / BG-Demo – Discovery entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        call_recorder/calls.csv call_075_001 raw row
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
    - Penhallow demo scheduling AI record
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - Demo scheduling entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        mailbox/messages.csv thr_075_0001:1 raw row
        mailbox/messages.csv thr_075_0001:2 raw row
        mailbox/threads.csv thr_075_0001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Yasmin Lomax entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - crm/contacts.csv per_7501:org_075 raw row
  - +3 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_075 facts table
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
AI facts page block
- Penhallow Vets lost AI record
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
  - Discovery: eight-practice group, no single view AI record
    - Penhallow Vets / BG-Demo – Discovery entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - call_recorder/calls.csv call_075_001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
  - Penhallow demo scheduling AI record
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Demo scheduling entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - mailbox/messages.csv thr_075_0001:1 raw row
      - mailbox/messages.csv thr_075_0001:2 raw row
      - mailbox/threads.csv thr_075_0001 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Yasmin Lomax, Head of Revenue Operations AI record
    - Discovery: eight-practice group, no single view AI record
      - Penhallow Vets / BG-Demo – Discovery entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        call_recorder/calls.csv call_075_001 raw row
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
    - Penhallow demo scheduling AI record
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - Demo scheduling entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        mailbox/messages.csv thr_075_0001:1 raw row
        mailbox/messages.csv thr_075_0001:2 raw row
        mailbox/threads.csv thr_075_0001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Yasmin Lomax entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - crm/contacts.csv per_7501:org_075 raw row
  - +3 more
Contacts page block
- Yasmin Lomax entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - crm/contacts.csv per_7501:org_075 raw row
- Rob Allott entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - crm/contacts.csv per_7502:org_075 raw row
- Ian Dobson entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - crm/contacts.csv per_7503:org_075 raw row
Open deals (computed from the records; nothing to show yet) page block
- Penhallow Vets entity
  - crm/companies.csv org_075 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
hero page block
- Penhallow Vets lost AI record
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
  - Discovery: eight-practice group, no single view AI record
    - Penhallow Vets / BG-Demo – Discovery entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - call_recorder/calls.csv call_075_001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
  - Penhallow demo scheduling AI record
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Demo scheduling entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - mailbox/messages.csv thr_075_0001:1 raw row
      - mailbox/messages.csv thr_075_0001:2 raw row
      - mailbox/threads.csv thr_075_0001 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Yasmin Lomax, Head of Revenue Operations AI record
    - Discovery: eight-practice group, no single view AI record
      - Penhallow Vets / BG-Demo – Discovery entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        call_recorder/calls.csv call_075_001 raw row
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
    - Penhallow demo scheduling AI record
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - Demo scheduling entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        mailbox/messages.csv thr_075_0001:1 raw row
        mailbox/messages.csv thr_075_0001:2 raw row
        mailbox/threads.csv thr_075_0001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Yasmin Lomax entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - crm/contacts.csv per_7501:org_075 raw row
  - +3 more
- facts.reconciliation_t0:org_075 facts table
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
- Penhallow Vets entity
  - crm/companies.csv org_075 raw row
- Signals: Penhallow Vets signals (no model)
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
Key facts page block
- facts.reconciliation_t0:org_075 facts table
  - Penhallow Vets – New entity
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - crm/deal_line_items.csv deal_075_01:1 raw row
    - crm/deal_line_items.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:1 raw row
    - crm/deal_stage_history.csv deal_075_01:2 raw row
    - crm/deal_stage_history.csv deal_075_01:3 raw row
    - +1 more
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
- Penhallow Vets entity
  - crm/companies.csv org_075 raw row
- Signals: Penhallow Vets signals (no model)
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
- Demo scheduling entity
  - Penhallow Vets entity
    - crm/companies.csv org_075 raw row
  - mailbox/messages.csv thr_075_0001:1 raw row
  - mailbox/messages.csv thr_075_0001:2 raw row
  - mailbox/threads.csv thr_075_0001 raw row
Evidence trail page block
- Penhallow Vets entity
  - crm/companies.csv org_075 raw row
The story page block
- Customer: Penhallow Vets AI record
  - Penhallow Vets lost AI record
    - Penhallow Vets – New entity
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - crm/deal_line_items.csv deal_075_01:1 raw row
      - crm/deal_line_items.csv deal_075_01:2 raw row
      - crm/deal_stage_history.csv deal_075_01:1 raw row
      - crm/deal_stage_history.csv deal_075_01:2 raw row
      - crm/deal_stage_history.csv deal_075_01:3 raw row
      - +1 more
    - Discovery: eight-practice group, no single view AI record
      - Penhallow Vets / BG-Demo – Discovery entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        call_recorder/calls.csv call_075_001 raw row
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
    - Penhallow demo scheduling AI record
      - Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - Demo scheduling entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        mailbox/messages.csv thr_075_0001:1 raw row
        mailbox/messages.csv thr_075_0001:2 raw row
        mailbox/threads.csv thr_075_0001 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Penhallow Vets entity
      - crm/companies.csv org_075 raw row
    - Yasmin Lomax, Head of Revenue Operations AI record
      - Discovery: eight-practice group, no single view AI record
        Penhallow Vets / BG-Demo – Discovery entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        call_recorder/calls.csv call_075_001 raw row
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
      - Penhallow demo scheduling AI record
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
        Demo scheduling entity
        Penhallow Vets entity
        crm/companies.csv org_075 raw row
    - +3 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

Penhallow Vets

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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