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Ardenmore Pension Administration

Lost£0

AI facts

Current to 14 Oct 26

Ardenmore Pension Administration held the Starter tier with 25 users at £23k a year under an order form signed 12 Aug 2024, running from 30 Aug 2024 to 29 Aug 2025. No executed paper covers any later period, and the renewal deal closed lost on 18 Aug 2025 for budget. The organisation asked zero questions in the last twelve months. The CRM still shows the stage customer with ARR of £23k. All four invoices were paid within terms.

Read from 28 calls · 46 email threads · 22 tickets · 1 news items · 4 deals · 6 people · 19 documents, newest 29 Oct 25

Profile

Updated 9 Oct 26
  • IndustryPensions administrationSource: CRM company record
  • Websiteardenmore.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBirminghamSource: CRM company record
  • Size340 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since30 Aug 2023Source: first executed order form ctr_159_01, signed 16 Aug 2023 · Starter tier · In the CRM since 18 May 2023
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage customer · The sources disagree
  • StateLostSource: AI assessment · Written 14 Oct 2026

AI opinion

Current to 14 Oct 26

Lost, because the last executed term ended on 29 Aug 2025 and the renewal deal closed lost for budget. The Finance Director never saw enough usage to justify 25 licences, and every user is now deactivated. Matthew Grice is the one plausible win-back route.

AI · claude-opus-5-5 · 14 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£0differsSource: executed order forms · CRM £23,000 · Invoiced run rate £0 · As of 9 Oct 2026 · The sources disagree
  • TierStarterSource: deal_159_03
  • Last contact29 Oct 2025Email: Webinar invitation, Thursday 20 November 2025 · 345 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Aug 2023 · 3 connectors configured
  • Licensed seats2516 active users in Sep 2026
Computedmade from

Next step

Current to 14 Oct 26
What
Marcus Bell contacts Matthew Grice to open a win-back conversation about a right-sized Starter return that answers the earlier objection on licence value. re_engage
Who
Marcus Bell Marcus Bell
When
This month by 9 Oct 2026
Why
Marcus Bell should reopen contact with Matthew Grice, the heaviest asker before the Starter term ended on 29 Aug 2025, and test a right-sized return that answers the Finance Director's objection on licence value.

AI · claude-opus-5-5 · 14 Oct 2026

The story

Current to 14 Oct 26
Lost

Lost: Ardenmore Pension Administration's Starter term at £23k a year ended on 29 Aug 2025 after the renewal deal closed lost for budget. It asked no questions in the last twelve months. Marcus Bell is to open a win-back through Matthew Grice.

Lost: Ardenmore Pension Administration held Starter, 25 users, at £23k a year from 30 Aug 2024 to 29 Aug 2025 under its last executed order form. The CRM renewal deal closed lost on 18 Aug 2025 for budget.

Ardenmore asked zero questions in the last twelve months; its remaining users were deactivated on 29 Aug 2025. In the final year Matthew Grice asked 14% and Sukhvinder Dhillon 13% of 8018 questions; champion Harjit Bains was deactivated on 3 Oct 2024.

Finance Director Elaine Turvey asked on the 23 Jul 2025 call how to justify 25 licences for about seven users, and renewal emails went unanswered. All four invoices were paid within terms, so the loss is about value.

Marcus Bell should contact Matthew by 9 Oct 2026 to open a win-back conversation on a right-sized Starter return. Tom Ashdown clears the stale CRM stage by the same date.

AI · claude-opus-5-5 · 14 Oct 2026

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£12k£25kDec 23May 24Oct 24Mar 25Aug 25newexpansionchurn£0k£0kAug 23: Contracted ARR £19,500; Invoiced ARR £19,500Sep 23: Contracted ARR £19,500; Invoiced ARR £19,500Oct 23: Contracted ARR £19,500; Invoiced ARR £19,500Nov 23: Contracted ARR £19,500; Invoiced ARR £19,500Dec 23: Contracted ARR £19,500; Invoiced ARR £19,500Jan 24: Contracted ARR £19,500; Invoiced ARR £19,500Feb 24: Contracted ARR £23,000; Invoiced ARR £21,475Mar 24: Contracted ARR £23,000; Invoiced ARR £21,475Apr 24: Contracted ARR £23,000; Invoiced ARR £21,475May 24: Contracted ARR £23,000; Invoiced ARR £21,475Jun 24: Contracted ARR £23,000; Invoiced ARR £21,475Jul 24: Contracted ARR £23,000; Invoiced ARR £21,475Aug 24: Contracted ARR £23,000; Invoiced ARR £23,000Sep 24: Contracted ARR £23,000; Invoiced ARR £23,000Oct 24: Contracted ARR £23,000; Invoiced ARR £23,000Nov 24: Contracted ARR £23,000; Invoiced ARR £23,000Dec 24: Contracted ARR £23,000; Invoiced ARR £23,000Jan 25: Contracted ARR £23,000; Invoiced ARR £23,000Feb 25: Contracted ARR £23,000; Invoiced ARR £23,000Mar 25: Contracted ARR £23,000; Invoiced ARR £23,000Apr 25: Contracted ARR £23,000; Invoiced ARR £23,000May 25: Contracted ARR £23,000; Invoiced ARR £23,000Jun 25: Contracted ARR £23,000; Invoiced ARR £23,000Jul 25: Contracted ARR £23,000; Invoiced ARR £23,000Aug 25: 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 (Aug 25): Contracted ARR £0k; Invoiced ARR £0k. Basis: accounting system, facts.arr_monthly:org_159.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Aug 23£19,500£19,500
Sep 23£19,500£19,500
Oct 23£19,500£19,500
Nov 23£19,500£19,500
Dec 23£19,500£19,500
Jan 24£19,500£19,500
Feb 24£23,000£21,475
Mar 24£23,000£21,475
Apr 24£23,000£21,475
May 24£23,000£21,475
Jun 24£23,000£21,475
Jul 24£23,000£21,475
Aug 24£23,000£23,000
Sep 24£23,000£23,000
Oct 24£23,000£23,000
Nov 24£23,000£23,000
Dec 24£23,000£23,000
Jan 25£23,000£23,000
Feb 25£23,000£23,000
Mar 25£23,000£23,000
Apr 25£23,000£23,000
May 25£23,000£23,000
Jun 25£23,000£23,000
Jul 25£23,000£23,000
Aug 25£0£0
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Aug 25
16of 15 included on the tier
Questions asked · Aug 25
407
Connectors configured · Aug 25
3of 4 included on the tier
Active admins · Aug 25
1
Data volume · Aug 25
3.1 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
0012500251,000Aug 23Nov 23Feb 24May 24Aug 24Nov 24Feb 25May 25Aug 25crm stage staleIncluded users (15)2516407Aug 23: Active users 0; Licensed seats 15; Questions asked 0Sep 23: Active users 5; Licensed seats 15; Questions asked 95Oct 23: Active users 7; Licensed seats 15; Questions asked 245Nov 23: Active users 9; Licensed seats 15; Questions asked 363Dec 23: Active users 10; Licensed seats 15; Questions asked 255Jan 24: Active users 10; Licensed seats 15; Questions asked 415Feb 24: Active users 17; Licensed seats 25; Questions asked 673Mar 24: Active users 17; Licensed seats 25; Questions asked 688Apr 24: Active users 17; Licensed seats 25; Questions asked 697May 24: Active users 17; Licensed seats 25; Questions asked 723Jun 24: Active users 17; Licensed seats 25; Questions asked 715Jul 24: Active users 17; Licensed seats 25; Questions asked 814Aug 24: Active users 17; Licensed seats 25; Questions asked 438Sep 24: Active users 17; Licensed seats 25; Questions asked 679Oct 24: Active users 17; Licensed seats 25; Questions asked 764Nov 24: Active users 16; Licensed seats 25; Questions asked 664Dec 24: Active users 16; Licensed seats 25; Questions asked 521Jan 25: Active users 16; Licensed seats 25; Questions asked 675Feb 25: Active users 16; Licensed seats 25; Questions asked 638Mar 25: Active users 16; Licensed seats 25; Questions asked 690Apr 25: Active users 16; Licensed seats 25; Questions asked 734May 25: Active users 16; Licensed seats 25; Questions asked 690Jun 25: Active users 16; Licensed seats 25; Questions asked 722Jul 25: Active users 16; Licensed seats 25; Questions asked 803Aug 25: Active users 16; Licensed seats 25; Questions asked 407

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. Dashed upright lines mark dated events. Latest (Aug 25): Active users 16; Licensed seats 25; Questions asked 407. Basis: product usage, facts.usage_monthly:org_159, signals:org_159.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Aug 230150
Sep 2351595
Oct 23715245
Nov 23915363
Dec 231015255
Jan 241015415
Feb 241725673
Mar 241725688
Apr 241725697
May 241725723
Jun 241725715
Jul 241725814
Aug 241725438
Sep 241725679
Oct 241725764
Nov 241625664
Dec 241625521
Jan 251625675
Feb 251625638
Mar 251625690
Apr 251625734
May 251625690
Jun 251625722
Jul 251625803
Aug 251625407
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB22.0 GB44.0 GBAug 23Nov 23Feb 24May 24Aug 24Nov 24Feb 25May 25Aug 25Included connectors (4)3.1 GB31Aug 23: Connectors configured 0; Active admins 0; Data volume 0.00 GBSep 23: Connectors configured 2; Active admins 1; Data volume 1.44 GBOct 23: Connectors configured 3; Active admins 1; Data volume 2.20 GBNov 23: Connectors configured 3; Active admins 1; Data volume 2.24 GBDec 23: Connectors configured 3; Active admins 1; Data volume 2.28 GBJan 24: Connectors configured 3; Active admins 1; Data volume 2.33 GBFeb 24: Connectors configured 3; Active admins 1; Data volume 2.37 GBMar 24: Connectors configured 3; Active admins 1; Data volume 2.41 GBApr 24: Connectors configured 3; Active admins 1; Data volume 2.45 GBMay 24: Connectors configured 3; Active admins 1; Data volume 2.50 GBJun 24: Connectors configured 3; Active admins 1; Data volume 2.54 GBJul 24: Connectors configured 3; Active admins 1; Data volume 2.58 GBAug 24: Connectors configured 3; Active admins 1; Data volume 2.63 GBSep 24: Connectors configured 3; Active admins 1; Data volume 2.67 GBOct 24: Connectors configured 3; Active admins 1; Data volume 2.71 GBNov 24: Connectors configured 3; Active admins 1; Data volume 2.75 GBDec 24: Connectors configured 3; Active admins 1; Data volume 2.80 GBJan 25: Connectors configured 3; Active admins 1; Data volume 2.84 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 2.88 GBMar 25: Connectors configured 3; Active admins 1; Data volume 2.92 GBApr 25: Connectors configured 3; Active admins 1; Data volume 2.97 GBMay 25: Connectors configured 3; Active admins 1; Data volume 3.01 GBJun 25: Connectors configured 3; Active admins 1; Data volume 3.05 GBJul 25: Connectors configured 3; Active admins 1; Data volume 3.10 GBAug 25: Connectors configured 3; Active admins 1; Data volume 3.14 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 (Aug 25): Connectors configured 3; Active admins 1; Data volume 3.1 GB. Basis: product usage, facts.usage_monthly:org_159, signals:org_159.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Aug 23000.00 GB
Sep 23211.44 GB
Oct 23312.20 GB
Nov 23312.24 GB
Dec 23312.28 GB
Jan 24312.33 GB
Feb 24312.37 GB
Mar 24312.41 GB
Apr 24312.45 GB
May 24312.50 GB
Jun 24312.54 GB
Jul 24312.58 GB
Aug 24312.63 GB
Sep 24312.67 GB
Oct 24312.71 GB
Nov 24312.75 GB
Dec 24312.80 GB
Jan 25312.84 GB
Feb 25312.88 GB
Mar 25312.92 GB
Apr 25312.97 GB
May 25313.01 GB
Jun 25313.05 GB
Jul 25313.10 GB
Aug 25313.14 GB

Documents

Updated 9 Oct 26

19 documents in 5 folders; 5 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

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

Contacts

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

Ardenmore Pension Administration's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 116 AI summaries of 124 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 13 pages.

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

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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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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