AI facts
As at Fri 9 Oct 2026Quennell Harte holds a Starter subscription under the order form signed 3 Jul 2026: £22k a year plus £6,000 implementation, term 17 Jul 2026 to 16 Jul 2027. Active users rose from 4 in 2026-07 to 11 in 2026-09 (175%), against 15 licensed users. The renewal falls on 17 Jul 2027, 281 days away, at £22k, and no open deal is recorded. Both invoices were paid within terms, and one access ticket has been raised.
Profile
Updated 9 Oct 26- IndustryProfessional servicesSource: CRM company record
- Websitequennellharte.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityBristolSource: CRM company record
- Size140 employeesSource: CRM company record
- CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Amara Obi
- Customer since17 Jul 2026Source: first executed order form ctr_100_01, signed 3 Jul 2026 · Starter tier · In the CRM since 23 Mar 2026
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 13 Oct 2026
AI opinion
As at Fri 9 Oct 2026Healthy, because users and questions are climbing fast since the 17 Jul 2026 start and both invoices were paid within terms. One unnamed user asks 41% of questions, a key-person risk. Ben Tozer's questions on restricting financial data and extra connectors point to a Growth upgrade.
Key facts
Updated 9 Oct 26- Contracted ARR£22,000Source: executed order form ctr_100_01, 17 Jul 2026 to 16 Jul 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
- Next renewal17 Jul 2027Basis: order form ctr_100_01 ends 16 Jul 2027 · In 281 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
- Term17 Jul 2026 to 16 Jul 2027Source: order form ctr_100_01 (new), signed 3 Jul 2026 · Billed annually · 15 seats, 4 connectors
- TierStarterSource: the current order form
- Last contact18 Aug 2026Call: Quennell Harte / BG-Demo – Training · 52 days before 9 Oct 2026
- Tenanteu-west-2Source: product analytics, reporting since Jul 2026 · 3 connectors configured
- Licensed seats1511 active users in Sep 2026 · Order form ctr_100_01: 15 seats
Next step
As at Fri 9 Oct 2026- What
- Amara Obi holds the first check-in with Ellie Rowcliffe and Ben Tozer to turn their asks for financial data restrictions and extra connectors into a written Growth upgrade scope. upsell
- Who
Amara Obi
- When
- This week by 9 Oct 2026
- Why
- Amara Obi should hold the first check-in with Ellie Rowcliffe and Ben Tozer to scope a Growth upgrade. Ben has asked for financial data restrictions and more connectors, and all four Starter connectors are already in use.
The story
As at Fri 9 Oct 2026Healthy: Starter at £22k a year to 16 Jul 2027, with users up from 4 to 11 and questions from 33 to 301 since 2026-07 and invoices paid within terms. Amara Obi should scope a Growth upgrade with Ellie Rowcliffe and Ben Tozer.
Healthy: Quennell Harte holds a Starter subscription at £22k a year under the order form executed 3 Jul 2026, term 17 Jul 2026 to 16 Jul 2027. Renewal is 17 Jul 2027, 281 days away, and both invoices were paid within terms.
Active users rose from 4 in 2026-07 to 11 in 2026-09 against 15 licensed, and questions from 33 to 301. One unnamed user asks 41% of questions over 90 days, and Ben Tozer is the only active admin.
The only ticket, raised on 17 Sep 2026, was a routine user request. The main risk is one missing source: three connectors are configured in 2026-09, though the 18 Aug 2026 training call reported all four live.
Amara Obi should hold the first check-in with Ellie Rowcliffe and Ben by 9 Oct 2026 to scope a Growth upgrade, with Sophie Ling preparing terms for Simon Harte.
ARR journey
Updated 9 Oct 26One 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_100.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Jul 26 | £22,000 | £22,000 |
| Aug 26 | £22,000 | £22,000 |
| Sep 26 | £22,000 | £22,000 |
Platform usage
Updated 9 Oct 26Questions 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 11; Licensed seats 15; Questions asked 301. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Jul 26 | 4 | 15 | 33 |
| Aug 26 | 8 | 15 | 94 |
| Sep 26 | 11 | 15 | 301 |
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 2.0 GB. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Jul 26 | 1 | 1 | 0.64 GB |
| Aug 26 | 3 | 1 | 1.97 GB |
| Sep 26 | 3 | 1 | 2.01 GB |
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (4)
- Draft master services agreement, Starter tier draft · contract · 12 Jun 2026
- Starter tier master services agreement executed · contract · 3 Jul 2026
- Signed data processing agreement executed · dpa · 3 Jul 2026
- Signed Starter order form executed · order form · 3 Jul 2026
- Onboarding (1)
- Four-week Starter onboarding plan issued · onboarding plan · 22 Jul 2026
- Proposals (2)
- Starter tier draft proposal draft · proposal · 20 May 2026
- Starter tier proposal issued · proposal · 26 May 2026
Activity
- 22 Sep 2026eventRevenue leaders roundtable
+36
- 17 Sep 2026ticketAdding a new user account
- 18 Aug 2026callQuennell Harte / BG-Demo – Training
- 7 Aug 2026callQuennell Harte / BG-Demo – Onboarding
- 3 Aug 2026callQuennell Harte / BG-Demo – Onboarding
- 27 Jul 2026email threadQuick check-in after kickoff
- 24 Jul 2026callQuennell Harte / BG-Demo – Kickoff
- 22 Jul 2026documentQuennell Harte - Onboarding Plan
- 17 Jul 2026email threadInvoice INV-100-0002
- 17 Jul 2026invoiceINV-100-0002
- 16 Jul 2026email threadKickoff meeting
- 6 Jul 2026email threadImplementation invoice, INV-100-0001
- 6 Jul 2026invoiceINV-100-0001
- 3 Jul 2026documentQuennell Harte - Order Form (signed)
- 3 Jul 2026documentQuennell Harte - Data Processing Agreement (signed)
- 3 Jul 2026documentQuennell Harte - Master Services Agreement (signed)
- 1 Jul 2026email threadOrder form, ready for signature
- 15 Jun 2026callQuennell Harte / BG-Demo – Negotiation
+2
- 12 Jun 2026documentQuennell Harte - Master Services Agreement v2
- 11 Jun 2026email threadContract negotiation, scheduling a call
- 28 May 2026callQuennell Harte / BG-Demo – Proposal
- 26 May 2026eventRevenue leaders roundtable
+39
- 26 May 2026documentQuennell Harte - Proposal
- 22 May 2026email threadProposal review, timing for conversation
- 20 May 2026documentQuennell Harte - Proposal v1
- 6 May 2026callQuennell Harte / BG-Demo – Demo
+1
- 15 Apr 2026email threadQuennell Harte, next steps after discovery call
- 15 Apr 2026callQuennell Harte / BG-Demo – Discovery
- 23 Mar 2026dealQuennell Harte – New
- 11 Mar 2026eventData leaders conference (BG-Demo stand)
+16
- 14 Feb 2026email threadData leaders conference: you're invited
- 23 Sep 2025eventRevenue leaders roundtable
+37
Contacts
Evidence trail
Updated 9 Oct 26Quennell Harte's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 4 people (4 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)
- Activity page block
- Quennell Harte / BG-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte / BG-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte / BG-Demo – Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_003 raw row
- Quennell Harte entity
- Quennell Harte / BG-Demo – Negotiation entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_004 raw row
- Quennell Harte entity
- Quennell Harte / BG-Demo – Kickoff entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_005 raw row
- Quennell Harte entity
- Quennell Harte / BG-Demo – Onboarding entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_006 raw row
- Quennell Harte entity
- +26 more
- Quennell Harte / BG-Demo – Discovery entity
- AI opinion page block
- Quennell Harte healthy AI record
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- Quennell Harte: executed Starter paper AI record
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_006 raw row
- Quennell Harte entity
- +9 more
- Quennell Harte - Proposal v1 entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Discovery: manual client and finance data AI record
- Quennell Harte / BG-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BG-Demo – Discovery entity
- Demo: brain on similar data, ready for terms AI record
- Quennell Harte / BG-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BG-Demo – Demo entity
- +30 more
- Quennell Harte – New entity
- Quennell Harte healthy AI record
- ARR journey page block
- facts.arr_monthly:org_100 facts table
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Quennell Harte – New entity
- facts.arr_monthly:org_100 facts table
- AI facts page block
- Quennell Harte healthy AI record
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- Quennell Harte: executed Starter paper AI record
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_006 raw row
- Quennell Harte entity
- +9 more
- Quennell Harte - Proposal v1 entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Discovery: manual client and finance data AI record
- Quennell Harte / BG-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BG-Demo – Discovery entity
- Demo: brain on similar data, ready for terms AI record
- Quennell Harte / BG-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BG-Demo – Demo entity
- +30 more
- Quennell Harte – New entity
- Quennell Harte healthy AI record
- Contacts page block
- Ellie Rowcliffe entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10001:org_100 raw row
- product_analytics/users.csv usr_100_002 raw row
- Quennell Harte entity
- Simon Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10002:org_100 raw row
- product_analytics/users.csv usr_100_003 raw row
- Quennell Harte entity
- Ben Tozer entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10003:org_100 raw row
- product_analytics/users.csv usr_100_001 raw row
- Quennell Harte entity
- Louise Pring entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10004:org_100 raw row
- Quennell Harte entity
- Ellie Rowcliffe entity
- Open deals (computed from the records; nothing to show yet) page block
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte entity
- Documents page block
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- Quennell Harte entity
- +1 more
- Quennell Harte - Proposal v1 entity
- hero page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage page block