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Whitlingham Wealth

Lost£0
made from

AI facts

Current to 14 Oct 26

Whitlingham Wealth held Growth under an executed order form of 8 Nov 2024 at £40k a year, after a 10% discount, plus £12k implementation, for a term from 22 Nov 2024 to 21 Nov 2025. The renewal deal closed lost on 27 Oct 2025 with the reason budget, and no renewal paper is held. The last 90 days show 0 questions asked, against 3159 over the last 12 months. Both invoices were paid within terms, and the last interaction was on 4 Nov 2025.

Read from 11 calls · 13 email threads · 10 tickets · 1 news items · 2 deals · 4 people · 8 documents, newest 4 Nov 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryWealth managementSource: CRM company record
  • Websitewhitlingham.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityNorwichSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since22 Nov 2024Source: first executed order form ctr_182_01, signed 8 Nov 2024 · Growth tier · In the CRM since 9 Aug 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · The sources disagree
  • StateLostSource: AI assessment · Written 14 Oct 2026
CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the renewal deal closed lost on 27 Oct 2025 for budget and no paper followed the term ending 21 Nov 2025. Invoices were paid within terms, so value, not money, ended it. Hugo Bacon's positive 6 Oct 2025 call makes a win-back worth testing.

SignalsWhitlingham Wealth – RenewalWhitlingham Wealth - Order Form (signed)Whitlingham Wealth / BB-Demo – RenewalYour renewalDuplicate customer records in the brain

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • TierGrowthSource: deal_182_01
  • Last contact6 Oct 2025Call: Whitlingham Wealth / BB-Demo – Renewal · 368 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Nov 2024 · 6 connectors configured
  • Licensed seats4034 active users in Sep 2026
Computedmade from

Next step

Current to 14 Oct 26
What
Daniel Okafor contacts Hugo Bacon to test whether budget now allows a return to the Growth tier, building on Hugo's statement of 6 Oct 2025 that the brain had resolved their problem. re_engage
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should reopen a Growth win-back conversation with Hugo Bacon, the economic buyer who said on 6 Oct 2025 that the brain had resolved their problem. The renewal was lost on 27 Oct 2025 for budget, not a billing dispute.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Lost

Lost. Whitlingham Wealth's Growth term at £40k a year ended 21 Nov 2025 after the CRM renewal deal closed lost for budget, with both invoices paid within terms. Daniel Okafor should reopen a Growth win-back with Hugo Bacon.

Lost. Whitlingham Wealth held Growth at £40k a year under the executed order form of 8 Nov 2024, ending 21 Nov 2025. The CRM renewal deal closed lost on 27 Oct 2025 for budget.

Questions fell from 16106 in the year to October 2025 to 3159 over the last 12 months, and 0 in the last 90 days. Unnamed user usr_182_021 asked 17% and Felicity Gurney, the champion, 10%.

Hugo Bacon reported falling usage on 22 Aug 2025, yet said on 6 Oct 2025 the brain had resolved their problem. Both invoices were paid within terms; a CRM connector duplicate-records ticket opened 23 Oct 2025, and Priya Raman has left BB-Demo.

Daniel Okafor should reopen a Growth win-back with Hugo by 9 Oct 2026, testing whether budget now allows a return. Matteo Ricci prepares a proposal at the v2 list of £50k, with Owen Tallis agreeing any discount first.

AI · claude-opus-5-5 · 14 Oct 2026

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£20k£40kNov 24Feb 25May 25Aug 25Nov 25newchurn£0k£0kNov 24: Contracted ARR £39,600; Invoiced ARR £39,600Dec 24: Contracted ARR £39,600; Invoiced ARR £39,600Jan 25: Contracted ARR £39,600; Invoiced ARR £39,600Feb 25: Contracted ARR £39,600; Invoiced ARR £39,600Mar 25: Contracted ARR £39,600; Invoiced ARR £39,600Apr 25: Contracted ARR £39,600; Invoiced ARR £39,600May 25: Contracted ARR £39,600; Invoiced ARR £39,600Jun 25: Contracted ARR £39,600; Invoiced ARR £39,600Jul 25: Contracted ARR £39,600; Invoiced ARR £39,600Aug 25: Contracted ARR £39,600; Invoiced ARR £39,600Sep 25: Contracted ARR £39,600; Invoiced ARR £39,600Oct 25: Contracted ARR £39,600; Invoiced ARR £39,600Nov 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 (Nov 25): Contracted ARR £0k; Invoiced ARR £0k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_182.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Nov 24£39,600£39,600
Dec 24£39,600£39,600
Jan 25£39,600£39,600
Feb 25£39,600£39,600
Mar 25£39,600£39,600
Apr 25£39,600£39,600
May 25£39,600£39,600
Jun 25£39,600£39,600
Jul 25£39,600£39,600
Aug 25£39,600£39,600
Sep 25£39,600£39,600
Oct 25£39,600£39,600
Nov 25£0£0
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Nov 25
34of 40 included on the tier
Questions asked · Nov 25
1,197
Connectors configured · Nov 25
6of 8 included on the tier
Active admins · Nov 25
2
Data volume · Nov 25
5.4 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,000402,000Nov 24Jan 25Mar 25May 25Jul 25Sep 25Nov 25Included users (40)40341,197Nov 24: Active users 6; Licensed seats 40; Questions asked 46Dec 24: Active users 16; Licensed seats 40; Questions asked 267Jan 25: Active users 24; Licensed seats 40; Questions asked 914Feb 25: Active users 28; Licensed seats 40; Questions asked 1,388Mar 25: Active users 32; Licensed seats 40; Questions asked 1,601Apr 25: Active users 34; Licensed seats 40; Questions asked 1,651May 25: Active users 34; Licensed seats 40; Questions asked 1,710Jun 25: Active users 34; Licensed seats 40; Questions asked 1,731Jul 25: Active users 34; Licensed seats 40; Questions asked 1,960Aug 25: Active users 34; Licensed seats 40; Questions asked 1,079Sep 25: Active users 34; Licensed seats 40; Questions asked 1,797Oct 25: Active users 34; Licensed seats 40; Questions asked 1,962Nov 25: Active users 34; Licensed seats 40; Questions asked 1,197

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. Latest (Nov 25): Active users 34; Licensed seats 40; Questions asked 1,197. Basis: product usage, facts.usage_monthly:org_182, signals:org_182.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Nov 2464046
Dec 241640267
Jan 252440914
Feb 2528401,388
Mar 2532401,601
Apr 2534401,651
May 2534401,710
Jun 2534401,731
Jul 2534401,960
Aug 2534401,079
Sep 2534401,797
Oct 2534401,962
Nov 2534401,197
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB43.0 GB86.0 GBNov 24Jan 25Mar 25May 25Jul 25Sep 25Nov 25Included connectors (8)5.4 GB62Nov 24: Connectors configured 0; Active admins 2; Data volume 0.00 GBDec 24: Connectors configured 4; Active admins 2; Data volume 2.97 GBJan 25: Connectors configured 5; Active admins 2; Data volume 3.79 GBFeb 25: Connectors configured 5; Active admins 2; Data volume 3.86 GBMar 25: Connectors configured 6; Active admins 2; Data volume 4.72 GBApr 25: Connectors configured 6; Active admins 2; Data volume 4.80 GBMay 25: Connectors configured 6; Active admins 2; Data volume 4.89 GBJun 25: Connectors configured 6; Active admins 2; Data volume 4.98 GBJul 25: Connectors configured 6; Active admins 2; Data volume 5.07 GBAug 25: Connectors configured 6; Active admins 2; Data volume 5.16 GBSep 25: Connectors configured 6; Active admins 2; Data volume 5.25 GBOct 25: Connectors configured 6; Active admins 2; Data volume 5.34 GBNov 25: Connectors configured 6; Active admins 2; Data volume 5.40 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 (Nov 25): Connectors configured 6; Active admins 2; Data volume 5.4 GB. Basis: product usage, facts.usage_monthly:org_182, signals:org_182.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Nov 24020.00 GB
Dec 24422.97 GB
Jan 25523.79 GB
Feb 25523.86 GB
Mar 25624.72 GB
Apr 25624.80 GB
May 25624.89 GB
Jun 25624.98 GB
Jul 25625.07 GB
Aug 25625.16 GB
Sep 25625.25 GB
Oct 25625.34 GB
Nov 25625.40 GB
Usagemade from

Documents

Updated 9 Oct 26

8 documents in 4 folders; 1 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.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

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

Whitlingham 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 43 AI summaries of 47 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 8 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
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.

How to use the site

How to ask

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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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.
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