Orrell Heys Housing

AI facts

Current to 13 Oct 26

Orrell Heys Housing, a Wigan housing association, is a prospect with no order form, no invoices and £0 CRM ARR. Open deal deal_106_01 is for Starter at £28k, stage demo, with expected close on 29 Dec 2026. There is no platform usage or ticket history, as it is not yet a customer. A proposal call is booked for 15 Oct 2026 at 14:00 with Harvey Doyle and Karen Unsworth. On the 14 Sep 2026 demo, Karen asked about year two and was told it renews at list price.

Read from 3 calls · 3 email threads · 1 deals · 3 people, newest 14 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryHousing association
Websiteorrellheys.example
CountryUnited Kingdom
HQ cityWigan
Size760 employees
CRM ownerHarvey Doyle
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because Karen Unsworth is engaged and a proposal call is booked, but she does not decide alone. The managing director's value question, the IT access check and a Snowflake account are still open. Opportunity: a proposal built on her stated measures of complaint response time and repair costs.

Signals Orrell Heys Housing / BG-Demo – Discovery Orrell Heys Housing / BG-Demo – Demo Orrell Heys Housing – New Michael Fazakerley

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £28,000
Last contact14 Sep 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Harvey Doyle asks Karen Unsworth to confirm the Snowflake account and bring Dale Prescott into the IT access check before the proposal call. proposal
Who: Harvey Doyle
When: This week by 9 Oct 2026
Why: Harvey Doyle should get Karen Unsworth to confirm the Snowflake account and bring Dale Prescott into the IT access check before the 15 Oct 2026 proposal call. Both gaps are still open, and the Starter deal cannot progress without them.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Orrell Heys Housing has an open Starter deal at £28k in the CRM's demo stage. Karen Unsworth is engaged, but the Snowflake account, IT access and managing director buy-in are still open before the proposal call booked for 15 Oct 2026.

Prospect Orrell Heys Housing, a Wigan housing association, has an open Starter deal at £28k in the CRM's demo stage, expected to close 29 Dec 2026. There is no order form or invoice, and CRM ARR is £0.

There is no platform usage or ticket history to judge, as it is not yet a customer. Karen Unsworth, Head of Customer Insight, is the only engaged contact, across the 10 Aug 2026 discovery and the 14 Sep 2026 demo.

Michael Fazakerley, the CRM economic buyer, and Dale Prescott, ICT Manager, show no engagement. The Snowflake account, the IT access check and the managing director's value question are all still open.

Harvey Doyle should get Karen to confirm the Snowflake account and bring Dale into the IT access check by 9 Oct 2026. The proposal call is booked for 15 Oct 2026 at 14:00.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Not yet analysedNo documents in the document store for this subject.

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Orrell Heys Housing – New	demo	£28,000	29 Dec 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

15 Oct 2026callOrrell Heys Housing / BG-Demo – Proposal Harvey Doyle, Karen Unsworth
14 Sep 2026callOrrell Heys Housing / BG-Demo – Demo Harvey Doyle, Hannah Lowe, Karen Unsworth
4 Sep 2026email_threadProduct demo Harvey Doyle, Karen Unsworth
10 Aug 2026callOrrell Heys Housing / BG-Demo – Discovery Sophie Ling, Karen Unsworth
5 Aug 2026email_threadDiscovery call, BG-Demo Sophie Ling, Karen Unsworth
6 Jul 2026dealOrrell Heys Housing – New Sophie Ling, Karen Unsworth
17 Jul 2025eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Dale Prescott, Ed Duckworth, Ravi Atherton, Lee Hathaway, Tina Goddard, Nathan Booth, Phil Royston, Hugo Bacon, Ricky Blanchard, Tamika Harris, Bas Vermeulen, Eva Mulder, Vicky Brearley, Anders Kjær, Anders Mortensen, Noor Bos, Stuart Haworth, Becky Tattersall, Nils Behrens, Tracey Bainbridge, Anja Pohl+20
10 Jul 2025email_threadWebinar: customer insights from your data Alice Brewer, Dale Prescott

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
not yet analysed
belongs to the organisation (one line per group)
Size: how many records a group holds

Orrell Heys Housing's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 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 4 pages. 2 AI records in this trail are not yet analysed.

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

Activity page block
- Orrell Heys Housing / BG-Demo – Discovery entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing / BG-Demo – Demo entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing / BG-Demo – Proposal entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - call_recorder/calls.csv call_106_003 raw row
- Orrell Heys Housing – New entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/deal_line_items.csv deal_106_01:1 raw row
  - crm/deal_line_items.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:1 raw row
  - crm/deal_stage_history.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:3 raw row
  - +1 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1018_webinar raw row
  - event_platform/registrations.csv evt_1018_webinar:per_0206 raw row
  - event_platform/registrations.csv evt_1018_webinar:per_10603 raw row
  - event_platform/registrations.csv evt_1018_webinar:per_1101 raw row
  - event_platform/registrations.csv evt_1018_webinar:per_1102 raw row
  - event_platform/registrations.csv evt_1018_webinar:per_15407 raw row
  - +17 more
- Webinar: customer insights from your data entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - mailbox/messages.csv thr_106_0001:1 raw row
  - mailbox/threads.csv thr_106_0001 raw row
- +2 more
AI opinion page block
- Orrell Heys Housing: Starter prospect AI record
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Starter discovery: data reconciliation AI record
    - Orrell Heys Housing / BG-Demo – Discovery entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_001 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Starter demo, IT access check pending AI record
    - Orrell Heys Housing / BG-Demo – Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_002 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Webinar invitation to Orrell Heys Housing AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Webinar: customer insights from your data entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0001:1 raw row
      - mailbox/threads.csv thr_106_0001 raw row
  - Orrell Heys discovery call scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Discovery call, BG-Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0002:1 raw row
      - mailbox/messages.csv thr_106_0002:2 raw row
      - mailbox/threads.csv thr_106_0002 raw row
  - Orrell Heys demo scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Product demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0003:1 raw row
      - mailbox/messages.csv thr_106_0003:2 raw row
      - mailbox/threads.csv thr_106_0003 raw row
  - +6 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_106 facts table
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
AI facts page block
- Orrell Heys Housing: Starter prospect AI record
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Starter discovery: data reconciliation AI record
    - Orrell Heys Housing / BG-Demo – Discovery entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_001 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Starter demo, IT access check pending AI record
    - Orrell Heys Housing / BG-Demo – Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_002 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Webinar invitation to Orrell Heys Housing AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Webinar: customer insights from your data entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0001:1 raw row
      - mailbox/threads.csv thr_106_0001 raw row
  - Orrell Heys discovery call scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Discovery call, BG-Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0002:1 raw row
      - mailbox/messages.csv thr_106_0002:2 raw row
      - mailbox/threads.csv thr_106_0002 raw row
  - Orrell Heys demo scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Product demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0003:1 raw row
      - mailbox/messages.csv thr_106_0003:2 raw row
      - mailbox/threads.csv thr_106_0003 raw row
  - +6 more
Contacts page block
- Karen Unsworth entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/contacts.csv per_10601:org_106 raw row
- Michael Fazakerley entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/contacts.csv per_10602:org_106 raw row
- Dale Prescott entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/contacts.csv per_10603:org_106 raw row
Open deals page block
- Orrell Heys Housing – New entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/deal_line_items.csv deal_106_01:1 raw row
  - crm/deal_line_items.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:1 raw row
  - crm/deal_stage_history.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:3 raw row
  - +1 more
Documents (not yet analysed) page block
- document_store/files.csv * raw row
hero page block
- Orrell Heys Housing: Starter prospect AI record
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Starter discovery: data reconciliation AI record
    - Orrell Heys Housing / BG-Demo – Discovery entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_001 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Starter demo, IT access check pending AI record
    - Orrell Heys Housing / BG-Demo – Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - call_recorder/calls.csv call_106_002 raw row
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
  - Webinar invitation to Orrell Heys Housing AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Webinar: customer insights from your data entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0001:1 raw row
      - mailbox/threads.csv thr_106_0001 raw row
  - Orrell Heys discovery call scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Discovery call, BG-Demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0002:1 raw row
      - mailbox/messages.csv thr_106_0002:2 raw row
      - mailbox/threads.csv thr_106_0002 raw row
  - Orrell Heys demo scheduling AI record
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - Product demo entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - mailbox/messages.csv thr_106_0003:1 raw row
      - mailbox/messages.csv thr_106_0003:2 raw row
      - mailbox/threads.csv thr_106_0003 raw row
  - +6 more
- Orrell Heys Housing – New entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/deal_line_items.csv deal_106_01:1 raw row
  - crm/deal_line_items.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:1 raw row
  - crm/deal_stage_history.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_106 facts table
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
- Orrell Heys Housing entity
  - crm/companies.csv org_106 raw row
- Signals: Orrell Heys Housing signals (no model)
  - Orrell Heys Housing / BG-Demo – Proposal entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - call_recorder/calls.csv call_106_003 raw row
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
Key facts page block
- Orrell Heys Housing / BG-Demo – Demo entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing – New entity
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - crm/deal_line_items.csv deal_106_01:1 raw row
  - crm/deal_line_items.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:1 raw row
  - crm/deal_stage_history.csv deal_106_01:2 raw row
  - crm/deal_stage_history.csv deal_106_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_106 facts table
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
- Orrell Heys Housing entity
  - crm/companies.csv org_106 raw row
- Signals: Orrell Heys Housing signals (no model)
  - Orrell Heys Housing / BG-Demo – Proposal entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - call_recorder/calls.csv call_106_003 raw row
  - Orrell Heys Housing – New entity
    - Orrell Heys Housing entity
      - crm/companies.csv org_106 raw row
    - crm/deal_line_items.csv deal_106_01:1 raw row
    - crm/deal_line_items.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:1 raw row
    - crm/deal_stage_history.csv deal_106_01:2 raw row
    - crm/deal_stage_history.csv deal_106_01:3 raw row
    - +1 more
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
  - Orrell Heys Housing entity
    - crm/companies.csv org_106 raw row
Evidence trail page block
- Orrell Heys Housing entity
  - crm/companies.csv org_106 raw row
The story page block
- Customer: Orrell Heys Housing AI record
  - Orrell Heys Housing: Starter prospect AI record
    - Orrell Heys Housing – New entity
      - Orrell Heys Housing entity
        crm/companies.csv org_106 raw row
      - crm/deal_line_items.csv deal_106_01:1 raw row
      - crm/deal_line_items.csv deal_106_01:2 raw row
      - crm/deal_stage_history.csv deal_106_01:1 raw row
      - crm/deal_stage_history.csv deal_106_01:2 raw row
      - +1 more
    - +6 more
  - +3 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) 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. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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

Orrell Heys Housing

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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