B-Glass
Kelvinhaugh Pension Services logo

Kelvinhaugh Pension Services

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Kelvinhaugh Pension Services held a Growth subscription at £44k a year under the order form executed 27 Jan 2025, for 9 Feb 2025 to 8 Feb 2026. The renewal proposal of 28 Nov 2025 was never signed, and the CRM records the renewal deal as closed lost on 5 Jan 2026 for budget. No questions were asked in the last 90 days. All three invoices were paid within terms. The CRM stage is former_customer with ARR of £0.

Read from 19 calls · 36 email threads · 13 tickets · 3 deals · 6 people · 16 documents, newest 6 May 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryPensions administrationSource: CRM company record
  • Websitekelvinhaugh.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityGlasgowSource: CRM company record
  • Size290 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Daniel Okafor
  • Customer since9 Feb 2024Source: first executed order form ctr_088_01, signed 26 Jan 2024 · Starter tier · In the CRM since 22 Sep 2023
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 14 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth term ended on 8 Feb 2026 with no executed renewal and usage has stopped. The recorded reason is budget, after a value case the Finance Director never accepted, while billing stayed clean. Fiona Drummond, the former champion, remains a warm relationship.

SignalsKelvinhaugh Pension Services - Order Form (signed)Kelvinhaugh Pension Services - Renewal ProposalKelvinhaugh Pension Services – RenewalKelvinhaugh Pension Services / BG-Demo – RenewalRevenue leaders roundtable in London, Tuesday 26 May 2026Fiona Drummond

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

AImade from

Key facts

Updated 9 Oct 26
  • TierGrowthSource: deal_088_02
  • Last contact6 May 2026Email: Revenue leaders roundtable in London, Tuesday 26 May 2026 · 156 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Feb 2024 · 6 connectors configured
  • Licensed seats4031 active users in Sep 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor builds a usage case from the last Growth term and offers Hamish Crawford a win-back conversation built around it. Re engage
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should build the usage case Hamish Crawford never accepted and open a win-back conversation with him. Kelvinhaugh Pension Services left on budget on 5 Jan 2026, and the DPA data close-out is still unconfirmed.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: the £44k Growth term ended 8 Feb 2026 without renewal. The CRM records the renewal as lost for budget after the Finance Director rejected the value case, and no questions were asked in the last 90 days.

Lost: Kelvinhaugh Pension Services held Growth at £44k a year under the order form executed 27 Jan 2025, which ended 8 Feb 2026 unrenewed. The CRM records the renewal deal as closed lost on 5 Jan 2026 for budget.

No questions were asked in the last 90 days, against 7927 in the last 12 months, with one unnamed user asking 32%. Fiona Drummond, the champion, lost her platform user on 20 Jan 2026 and has since moved company.

Hamish Crawford, Finance Director, never accepted the value case and queried seats on the 22 Dec 2025 call, yet all three invoices were paid within terms. No record shows the DPA data return or deletion was done.

Daniel Okafor should build a usage case from the last Growth term and offer Hamish a win-back conversation by 9 Oct 2026, first confirming the DPA close-out with Iain Lumsden.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kJun 24Nov 24Apr 25Sep 25Feb 26newexpansionchurn£0£0Feb 24: Contracted ARR £17,550; Invoiced ARR £17,550Mar 24: Contracted ARR £17,550; Invoiced ARR £17,550Apr 24: Contracted ARR £17,550; Invoiced ARR £17,550May 24: Contracted ARR £17,550; Invoiced ARR £17,550Jun 24: Contracted ARR £17,550; Invoiced ARR £17,550Jul 24: Contracted ARR £17,550; Invoiced ARR £17,550Aug 24: Contracted ARR £17,550; Invoiced ARR £17,550Sep 24: Contracted ARR £17,550; Invoiced ARR £17,550Oct 24: Contracted ARR £17,550; Invoiced ARR £17,550Nov 24: Contracted ARR £17,550; Invoiced ARR £17,550Dec 24: Contracted ARR £17,550; Invoiced ARR £17,550Jan 25: Contracted ARR £17,550; Invoiced ARR £17,550Feb 25: Contracted ARR £44,000; Invoiced ARR £44,000Mar 25: Contracted ARR £44,000; Invoiced ARR £44,000Apr 25: Contracted ARR £44,000; Invoiced ARR £44,000May 25: Contracted ARR £44,000; Invoiced ARR £44,000Jun 25: Contracted ARR £44,000; Invoiced ARR £44,000Jul 25: Contracted ARR £44,000; Invoiced ARR £44,000Aug 25: Contracted ARR £44,000; Invoiced ARR £44,000Sep 25: Contracted ARR £44,000; Invoiced ARR £44,000Oct 25: Contracted ARR £44,000; Invoiced ARR £44,000Nov 25: Contracted ARR £44,000; Invoiced ARR £44,000Dec 25: Contracted ARR £44,000; Invoiced ARR £44,000Jan 26: Contracted ARR £44,000; Invoiced ARR £44,000Feb 26: Contracted ARR £0; Invoiced ARR £0

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Feb 26): Contracted ARR £0; Invoiced ARR £0. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_088.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Feb 24£17,550£17,550
Mar 24£17,550£17,550
Apr 24£17,550£17,550
May 24£17,550£17,550
Jun 24£17,550£17,550
Jul 24£17,550£17,550
Aug 24£17,550£17,550
Sep 24£17,550£17,550
Oct 24£17,550£17,550
Nov 24£17,550£17,550
Dec 24£17,550£17,550
Jan 25£17,550£17,550
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£0£0
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Feb 26
31of 40 included on the tier
Questions asked · Feb 26
453
Connectors configured · Feb 26
6of 8 included on the tier
Active admins · Feb 26
1
Data volume · Feb 26
6.8 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,250402,500Feb 24May 24Aug 24Nov 24Feb 25May 25Aug 25Nov 25Feb 26Included users (40)4031453Feb 24: Active users 5; Licensed seats 15; Questions asked 109Mar 24: Active users 9; Licensed seats 15; Questions asked 384Apr 24: Active users 10; Licensed seats 15; Questions asked 556May 24: Active users 12; Licensed seats 15; Questions asked 660Jun 24: Active users 12; Licensed seats 15; Questions asked 645Jul 24: Active users 12; Licensed seats 15; Questions asked 779Aug 24: Active users 12; Licensed seats 15; Questions asked 412Sep 24: Active users 12; Licensed seats 15; Questions asked 639Oct 24: Active users 12; Licensed seats 15; Questions asked 762Nov 24: Active users 12; Licensed seats 15; Questions asked 670Dec 24: Active users 12; Licensed seats 15; Questions asked 519Jan 25: Active users 12; Licensed seats 15; Questions asked 673Feb 25: Active users 33; Licensed seats 40; Questions asked 1,582Mar 25: Active users 33; Licensed seats 40; Questions asked 1,970Apr 25: Active users 33; Licensed seats 40; Questions asked 1,903May 25: Active users 33; Licensed seats 40; Questions asked 1,863Jun 25: Active users 33; Licensed seats 40; Questions asked 1,907Jul 25: Active users 33; Licensed seats 40; Questions asked 2,110Aug 25: Active users 33; Licensed seats 40; Questions asked 1,162Sep 25: Active users 33; Licensed seats 40; Questions asked 2,027Oct 25: Active users 33; Licensed seats 40; Questions asked 2,119Nov 25: Active users 33; Licensed seats 40; Questions asked 1,896Dec 25: Active users 33; Licensed seats 40; Questions asked 1,512Jan 26: Active users 33; Licensed seats 40; Questions asked 1,947Feb 26: Active users 31; Licensed seats 40; Questions asked 453

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 (Feb 26): Active users 31; Licensed seats 40; Questions asked 453. Basis: product usage, facts.usage_monthly:org_088, signals:org_088.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Feb 24515109
Mar 24915384
Apr 241015556
May 241215660
Jun 241215645
Jul 241215779
Aug 241215412
Sep 241215639
Oct 241215762
Nov 241215670
Dec 241215519
Jan 251215673
Feb 2533401,582
Mar 2533401,970
Apr 2533401,903
May 2533401,863
Jun 2533401,907
Jul 2533402,110
Aug 2533401,162
Sep 2533402,027
Oct 2533402,119
Nov 2533401,896
Dec 2533401,512
Jan 2633401,947
Feb 263140453
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB44.0 GB88.0 GBFeb 24May 24Aug 24Nov 24Feb 25May 25Aug 25Nov 25Feb 26Included connectors (8)6.8 GB61Feb 24: Connectors configured 2; Active admins 1; Data volume 1.54 GBMar 24: Connectors configured 2; Active admins 1; Data volume 1.57 GBApr 24: Connectors configured 2; Active admins 1; Data volume 1.60 GBMay 24: Connectors configured 3; Active admins 1; Data volume 2.45 GBJun 24: Connectors configured 3; Active admins 1; Data volume 2.49 GBJul 24: Connectors configured 3; Active admins 1; Data volume 2.54 GBAug 24: Connectors configured 3; Active admins 1; Data volume 2.58 GBSep 24: Connectors configured 3; Active admins 1; Data volume 2.63 GBOct 24: Connectors configured 3; Active admins 1; Data volume 2.68 GBNov 24: Connectors configured 3; Active admins 1; Data volume 2.72 GBDec 24: Connectors configured 3; Active admins 1; Data volume 2.77 GBJan 25: Connectors configured 3; Active admins 1; Data volume 2.82 GBFeb 25: Connectors configured 4; Active admins 1; Data volume 3.81 GBMar 25: Connectors configured 5; Active admins 1; Data volume 4.84 GBApr 25: Connectors configured 6; Active admins 1; Data volume 5.90 GBMay 25: Connectors configured 6; Active admins 1; Data volume 6.00 GBJun 25: Connectors configured 6; Active admins 1; Data volume 6.09 GBJul 25: Connectors configured 6; Active admins 1; Data volume 6.18 GBAug 25: Connectors configured 6; Active admins 1; Data volume 6.28 GBSep 25: Connectors configured 6; Active admins 1; Data volume 6.37 GBOct 25: Connectors configured 6; Active admins 1; Data volume 6.46 GBNov 25: Connectors configured 6; Active admins 1; Data volume 6.55 GBDec 25: Connectors configured 6; Active admins 1; Data volume 6.65 GBJan 26: Connectors configured 6; Active admins 1; Data volume 6.74 GBFeb 26: Connectors configured 6; Active admins 1; Data volume 6.76 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 (Feb 26): Connectors configured 6; Active admins 1; Data volume 6.8 GB. Basis: product usage, facts.usage_monthly:org_088, signals:org_088.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Feb 24211.54 GB
Mar 24211.57 GB
Apr 24211.60 GB
May 24312.45 GB
Jun 24312.49 GB
Jul 24312.54 GB
Aug 24312.58 GB
Sep 24312.63 GB
Oct 24312.68 GB
Nov 24312.72 GB
Dec 24312.77 GB
Jan 25312.82 GB
Feb 25413.81 GB
Mar 25514.84 GB
Apr 25615.90 GB
May 25616.00 GB
Jun 25616.09 GB
Jul 25616.18 GB
Aug 25616.28 GB
Sep 25616.37 GB
Oct 25616.46 GB
Nov 25616.55 GB
Dec 25616.65 GB
Jan 26616.74 GB
Feb 26616.76 GB
Usagemade from

Documents

Updated 9 Oct 26

16 documents in 5 folders; 4 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

Kelvinhaugh Pension Services' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 84 AI summaries of 90 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 9 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
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

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.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.
Help

Ask B

B-Glass · read-only