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Brereton Coyle Wealth logo

Brereton Coyle Wealth

Lost£0
made from

AI facts

Current to 13 Oct 26

Brereton Coyle Wealth, a Chester wealth management firm, has no contract, no invoices and no tickets with BB-Demo. Its Starter deal, quoted at £28k all-in for year one with an ACV of £22k, closed lost on 10 Aug 2026 with the reason no decision. There is no usage, as the brain was never deployed. Nothing is open: the CRM stage is lost and the last interaction was on 22 Jun 2026, when Patricia Gleave asked for retention, encryption and audit logging detail.

Read from 2 calls · 3 email threads · 1 deals · 3 people, newest 19 Jun 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitebreretoncoyle.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityChesterSource: CRM company record
  • Size120 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · Written 13 Oct 2026
CRMmade from

AI opinion

Current to 13 Oct 26

Lost, because the Starter deal closed lost on 10 Aug 2026 for no decision and nothing from Brereton Coyle Wealth is recorded since 22 Jun 2026. Annabel Rigby went quiet after the demo. A full controls answer to Patricia Gleave could still reopen a Starter sale.

SignalsBrereton Coyle Wealth – NewBrereton Coyle Wealth / BB-Demo – DemoDemo follow-upBrereton Coyle Wealth

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Last contact22 Jun 2026Email: Demo follow-up · 109 days before 9 Oct 2026
Computedmade from

Next step

Current to 13 Oct 26
What
Send Patricia Gleave written answers on retention, encryption at rest and audit logging, copying Annabel Rigby, to reopen the lost Starter deal. re_engage
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling and Theo Gallagher should send Patricia Gleave written answers on retention, encryption and audit logging, copying Annabel Rigby. Those unanswered questions stalled the Starter deal, which closed lost for no decision on 10 Aug 2026.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26
Lost

Lost: Brereton Coyle Wealth's Starter deal for £28k closed lost on 10 Aug 2026 for no decision. Patricia Gleave's compliance questions are not shown as answered, and nothing is recorded since 22 Jun 2026.

Lost is the verdict on Brereton Coyle Wealth: its Starter new-business deal for £28k, ACV £22k, closed lost on 10 Aug 2026 for no decision. No order form, invoice or renewal date exists.

There is no usage, as the brain was never deployed. Annabel Rigby, the CRM champion, said at the 18 Jun 2026 demo she was ready to move forward, then did not reply to the next-steps offer.

Patricia Gleave, the Compliance Manager, replied on 22 Jun 2026 making progress conditional on detail on retention, encryption at rest and audit logging. The records do not show it was sent, and nothing is recorded since.

The next step is for Sophie Ling, the active owner, to send Patricia written controls answers drafted by Theo Gallagher, copying Annabel, by 9 Oct 2026. The note should state that Starter service credits cover availability only.

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

Not yet analysedNo open deals.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 19 Jun 2026email_threadDemo follow-up Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave logoSophie LingTheo GallagherAnnabel Rigby+1
  • 18 Jun 2026callBrereton Coyle Wealth / BB-Demo – Demo Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave logoSophie LingTheo GallagherAnnabel Rigby+1
  • 12 Jun 2026email_threadDemo: the company brain for Brereton Coyle Sophie Ling, Annabel Rigby logoSophie LingAnnabel Rigby
  • 28 Apr 2026callBrereton Coyle Wealth / BB-Demo – Discovery Sophie Ling, Annabel Rigby, Hugh Brereton logoSophie LingAnnabel RigbyHugh Brereton
  • 23 Apr 2026email_threadDiscovery call Sophie Ling, Annabel Rigby logoSophie LingAnnabel Rigby
  • 3 Mar 2026dealBrereton Coyle Wealth – New Sophie Ling, Annabel Rigby logoSophie LingAnnabel Rigby
  • 19 Feb 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville HirstAlice BrewerRichard ThorneNadia Osei+31
  • 19 Jun 2025eventBB-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra LüdersAlice BrewerToby UnderwoodNoel Cronin+26
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)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Brereton Coyle Wealth's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 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. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Events · Email
made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain 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.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations225
People at customers862
BB-Demo staff58
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 brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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