Carnwath Haulage

Lost£0

AI facts

Current to 13 Oct 26

Carnwath Haulage holds no tier, order form or invoices with BG-Demo, and ARR is £0 in the CRM, contracted and invoiced records. A Growth new-business deal of £56k, ACV £44k, closed lost on 4 Dec 2023 with the reason chose_competitor. There is no usage and there are no tickets on record. No open deal, renewal or booked call is recorded. The only document is a security questionnaire dated 4 Nov 2023, and the last interaction was a webinar invite on 7 Jan 2025.

Read from 2 calls · 3 email threads · 1 deals · 3 people · 1 documents, newest 7 Jan 25

AImade from

Profile

Updated 9 Oct 26

IndustryLogistics
Websitecarnwath.example
CountryUnited Kingdom
HQ cityLanark
Size350 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

Current to 13 Oct 26

Lost, because the only deal closed lost to a competitor on 4 Dec 2023 and no conversation is recorded since. Margaret Cleland did not answer the 7 Jan 2025 webinar invite. Opportunity: a finance reconciliation use case could support a win-back approach led by Tom Ashdown.

Signals Carnwath Haulage – New Carnwath Haulage / BG-Demo – Demo Finance leaders webinar, automating reconciliation Document roll-up

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact7 Jan 2025

Computedmade from

Next step

Current to 13 Oct 26

What: Tom Ashdown sends Margaret Cleland a win-back note built on finance reconciliation that asks whether the competitor chosen in December 2023 is still in place and when its term ends. re_engage
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should send Finance Director Margaret Cleland a short win-back note built on her cross-system reconciliation pain. It should ask whether the competitor that won in December 2023 is still in place and when its term ends.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26

Lost

Lost: Carnwath Haulage's only deal, a Growth opportunity of £56k, closed lost to a competitor on 4 Dec 2023. No order form, invoices or usage exist. Tom Ashdown should send Margaret Cleland a finance reconciliation win-back note.

Lost: Carnwath Haulage never signed. Its only deal, a Growth opportunity of £56k with ACV £44k, closed lost to a competitor on 4 Dec 2023, and there is no order form, invoice or renewal date.

There is no usage because Carnwath never became a customer. Tom Ashdown ran discovery on 20 Sep 2023 with Andy Brownlie and Finance Director Margaret Cleland, then a demo on 30 Oct 2023 where Steven Gillies asked how to start.

The records do not name the competitor or show whether its contract has ended, and there are no tickets. The last contact was a 7 Jan 2025 webinar invite from Sofia Marchetti that Margaret did not answer.

Tom Ashdown should send Margaret a win-back note on her cross-system reconciliation pain, copying Andy, by 9 Oct 2026. It should ask whether the competitor is still in place and when its term ends.

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

Updated 9 Oct 26

1 documents in 1 folders. All documents

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

Security (1)
- Growth onboarding security questionnaire issued · security questionnaire · 4 Nov 2023

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana Kurtz+36
11 Mar 2026eventData leaders conference (BG-Demo stand) Alice Brewer, Simon Harte, Sam Cheney, Margaret Cleland, Nicola Brearley, Shane Twomey, Owain Jenkins, Tyler Brookes, Brenda Oldroyd, Martina Engel, Eoin Hegarty, Karen Midgley, Robyn Tyson, Rhonda Stierwalt, Gary Underwood, Stuart Haworth, Conor Daly, Petra Lüders, Clare Huddleston+16
16 Jan 2025eventBG-Demo webinar Sofia Marchetti, Imogen Hartley, Margaret Cleland, Sarah Hollis, Phoebe Lacey, Kylie Bannister, Hugh Firth, Mandy Gasson, Ruben Dekker, Andrew Pickering, Sunita Bains, Paula Rennie, Craig Holt, Victor Nunes, Stacey Corless, Charlotte Haigh, Pam Willetts, Jess Kennedy, Dennis Wolter, Fiona Drummond, Ailsa Dunlop, Liam Corner+19
7 Jan 2025email_threadFinance leaders webinar, automating reconciliation Sofia Marchetti, Margaret Cleland
18 Apr 2024eventBG-Demo webinar Nell Ashcombe, Josh Penrose, Lorna Wishart, Margaret Cleland, Alan Rennie, Natasha Greaves, Christopher Bamber, Anita Mistry, Divya Raval, Brendan Moran, Ian Greenhalgh, Conor Fitzgerald, Anthony Garrow+10
4 Nov 2023documentCarnwath Haulage - Security Questionnaire Tobias Renwick
30 Oct 2023callCarnwath Haulage / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Andy Brownlie, Steven Gillies+1
24 Oct 2023email_threadDemo, Carnwath Haulage Tom Ashdown, Andy Brownlie
20 Sep 2023callCarnwath Haulage / BG-Demo – Discovery Tom Ashdown, Andy Brownlie, Margaret Cleland
12 Sep 2023email_threadDiscovery call, Carnwath Haulage Tom Ashdown, Andy Brownlie
14 Aug 2023dealCarnwath Haulage – New Tom Ashdown, Andy Brownlie

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

Carnwath Haulage's pages are written from 3 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 2 staff (0 with an AI write-up), shown on 3 pages.

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

Activity page block
- Carnwath Haulage / BG-Demo – Discovery entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - call_recorder/calls.csv call_120_001 raw row
- Carnwath Haulage / BG-Demo – Demo entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - call_recorder/calls.csv call_120_002 raw row
- Carnwath Haulage – New entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - crm/deal_line_items.csv deal_120_01:1 raw row
  - crm/deal_line_items.csv deal_120_01:2 raw row
  - crm/deal_stage_history.csv deal_120_01:1 raw row
  - crm/deal_stage_history.csv deal_120_01:2 raw row
  - crm/deal_stage_history.csv deal_120_01:3 raw row
  - +2 more
- Carnwath Haulage - Security Questionnaire entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - document_store/files.csv doc_120_001 raw row
- BG-Demo webinar entity
  - event_platform/events.csv evt_0563_webinar raw row
  - event_platform/registrations.csv evt_0563_webinar:per_0404 raw row
  - event_platform/registrations.csv evt_0563_webinar:per_10401 raw row
  - event_platform/registrations.csv evt_0563_webinar:per_12002 raw row
  - event_platform/registrations.csv evt_0563_webinar:per_15605 raw row
  - event_platform/registrations.csv evt_0563_webinar:per_15705 raw row
  - +7 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_0836_webinar raw row
  - event_platform/registrations.csv evt_0836_webinar:per_0501 raw row
  - event_platform/registrations.csv evt_0836_webinar:per_12002 raw row
  - event_platform/registrations.csv evt_0836_webinar:per_1201 raw row
  - event_platform/registrations.csv evt_0836_webinar:per_13101 raw row
  - event_platform/registrations.csv evt_0836_webinar:per_15001 raw row
  - +16 more
- +5 more
AI opinion page block
- Carnwath Haulage lost to a competitor AI record
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
  - Carnwath Haulage: no executed paper on file AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage security questionnaire AI record
      - Carnwath Haulage - Security Questionnaire entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        document_store/files.csv doc_120_001 raw row
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Discovery call on data visibility AI record
    - Carnwath Haulage / BG-Demo – Discovery entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Live demo on Carnwath's own data AI record
    - Carnwath Haulage / BG-Demo – Demo entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_002 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath Haulage security questionnaire AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath discovery call booked AI record
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - Discovery call, Carnwath Haulage entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - mailbox/messages.csv thr_120_0001:1 raw row
      - mailbox/messages.csv thr_120_0001:2 raw row
      - mailbox/messages.csv thr_120_0001:3 raw row
      - mailbox/threads.csv thr_120_0001 raw row
  - +8 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_120 facts table
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
AI facts page block
- Carnwath Haulage lost to a competitor AI record
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
  - Carnwath Haulage: no executed paper on file AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage security questionnaire AI record
      - Carnwath Haulage - Security Questionnaire entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        document_store/files.csv doc_120_001 raw row
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Discovery call on data visibility AI record
    - Carnwath Haulage / BG-Demo – Discovery entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Live demo on Carnwath's own data AI record
    - Carnwath Haulage / BG-Demo – Demo entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_002 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath Haulage security questionnaire AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath discovery call booked AI record
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - Discovery call, Carnwath Haulage entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - mailbox/messages.csv thr_120_0001:1 raw row
      - mailbox/messages.csv thr_120_0001:2 raw row
      - mailbox/messages.csv thr_120_0001:3 raw row
      - mailbox/threads.csv thr_120_0001 raw row
  - +8 more
Contacts page block
- Andy Brownlie entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - crm/contacts.csv per_12001:org_120 raw row
- Margaret Cleland entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - crm/contacts.csv per_12002:org_120 raw row
- Steven Gillies entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - crm/contacts.csv per_12003:org_120 raw row
Open deals (not yet analysed) page block
- Carnwath Haulage entity
  - crm/companies.csv org_120 raw row
Documents page block
- Carnwath Haulage - Security Questionnaire entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - document_store/files.csv doc_120_001 raw row
hero page block
- Carnwath Haulage lost to a competitor AI record
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
  - Carnwath Haulage: no executed paper on file AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage security questionnaire AI record
      - Carnwath Haulage - Security Questionnaire entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        document_store/files.csv doc_120_001 raw row
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Discovery call on data visibility AI record
    - Carnwath Haulage / BG-Demo – Discovery entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Live demo on Carnwath's own data AI record
    - Carnwath Haulage / BG-Demo – Demo entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - call_recorder/calls.csv call_120_002 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath Haulage security questionnaire AI record
    - Carnwath Haulage - Security Questionnaire entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - document_store/files.csv doc_120_001 raw row
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
  - Carnwath discovery call booked AI record
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - Discovery call, Carnwath Haulage entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - mailbox/messages.csv thr_120_0001:1 raw row
      - mailbox/messages.csv thr_120_0001:2 raw row
      - mailbox/messages.csv thr_120_0001:3 raw row
      - mailbox/threads.csv thr_120_0001 raw row
  - +8 more
- facts.reconciliation_t0:org_120 facts table
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
- Carnwath Haulage entity
  - crm/companies.csv org_120 raw row
- Signals: Carnwath Haulage signals (no model)
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
Key facts page block
- facts.reconciliation_t0:org_120 facts table
  - Carnwath Haulage – New entity
    - Carnwath Haulage entity
      - crm/companies.csv org_120 raw row
    - crm/deal_line_items.csv deal_120_01:1 raw row
    - crm/deal_line_items.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:1 raw row
    - crm/deal_stage_history.csv deal_120_01:2 raw row
    - crm/deal_stage_history.csv deal_120_01:3 raw row
    - +2 more
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
- Carnwath Haulage entity
  - crm/companies.csv org_120 raw row
- Signals: Carnwath Haulage signals (no model)
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
- Finance leaders webinar, automating reconciliation entity
  - Carnwath Haulage entity
    - crm/companies.csv org_120 raw row
  - mailbox/messages.csv thr_120_0003:1 raw row
  - mailbox/threads.csv thr_120_0003 raw row
Evidence trail page block
- Carnwath Haulage entity
  - crm/companies.csv org_120 raw row
The story page block
- Customer: Carnwath Haulage AI record
  - Carnwath Haulage lost to a competitor AI record
    - Carnwath Haulage – New entity
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - crm/deal_line_items.csv deal_120_01:1 raw row
      - crm/deal_line_items.csv deal_120_01:2 raw row
      - crm/deal_stage_history.csv deal_120_01:1 raw row
      - crm/deal_stage_history.csv deal_120_01:2 raw row
      - crm/deal_stage_history.csv deal_120_01:3 raw row
      - +2 more
    - Carnwath Haulage: no executed paper on file AI record
      - Carnwath Haulage - Security Questionnaire entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        document_store/files.csv doc_120_001 raw row
      - Carnwath Haulage security questionnaire AI record
        Carnwath Haulage - Security Questionnaire entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        document_store/files.csv doc_120_001 raw row
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
    - Discovery call on data visibility AI record
      - Carnwath Haulage / BG-Demo – Discovery entity
        Carnwath Haulage entity
        crm/companies.csv org_120 raw row
        call_recorder/calls.csv call_120_001 raw row
      - Carnwath Haulage entity
        crm/companies.csv org_120 raw row
    - Live demo on Carnwath's own data AI record
      - Carnwath Haulage / BG-Demo – Demo entity
        Carnwath Haulage entity
    - +8 more
  - +5 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 · Documents · 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

Carnwath Haulage

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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