Thorverton Creamery

AI facts

As at Fri 9 Oct 2026

Thorverton Creamery has no executed order form, no invoices and £0 contracted ARR. The open new Growth deal is at CRM stage proposal for £62k, with expected close 26 Nov 2026 and Matteo Ricci as owner. The unsigned 1 Oct 2026 proposal quotes £50k a year and £62k first-year investment. There is no usage or ticket history because nothing is live. A negotiation call is booked for 22 Oct 2026 with Stephen Quick and Jenna Luxton.

Read from 5 calls · 2 email threads · 1 deals · 3 people · 3 documents, newest 1 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryFood manufacturing
Websitethorverton.example
CountryUnited Kingdom
HQ cityExeter
Size380 employees
CRM ownerHarvey Doyle
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because nothing is signed but the deal is moving. Beth Venn said finance signed off on 1 Oct 2026, and a negotiation call is booked. The calls quoted forty-four thousand a year against the £50k proposal, which needs resolving before 22 Oct 2026.

Signals Thorverton Creamery / BG-Demo – Proposal Thorverton Creamery - Proposal Thorverton Creamery - Security Questionnaire

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £62,000
Last contact1 Oct 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Harvey Doyle agrees one Growth subscription price with Owen Tallis and sends Stephen Quick a corrected written offer and order form before the 22 Oct 2026 negotiation call. proposal
Who: Harvey Doyle
When: This week by 9 Oct 2026
Why: Harvey Doyle should agree one Growth price with Owen Tallis and send Stephen Quick a corrected written offer before the 22 Oct 2026 negotiation call. Finance signed off on a verbal forty-four thousand, but the proposal says £50k.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Thorverton Creamery has a Growth deal at CRM proposal stage for £62k, with nothing executed. Finance signed off on a verbal forty-four thousand a year against the £50k proposal, so the price must be settled before the 22 Oct 2026 negotiation call.

Prospect: Thorverton Creamery has no executed order form, no invoices and £0 contracted ARR. The unsigned 1 Oct 2026 Growth proposal quotes £50k a year and £62k first-year investment, and the CRM expects close on 26 Nov 2026.

There is no usage or ticket history because nothing is live. Beth Venn, Head of Customer Service, is the champion on all four recorded calls and said on 1 Oct 2026 that finance had signed off.

The main risk is price: Harvey Doyle quoted forty-four thousand a year on the calls, below the £50k proposal, which also carries same-price renewal wording. The security questionnaire states SOC 2 Type II is not yet certified.

Harvey should agree one Growth price with Owen Tallis and send Stephen Quick, Finance Director, a corrected written offer and order form before the booked 22 Oct 2026 call, with the step due by 9 Oct 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. 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

Proposals (2)
- Draft Growth tier proposal draft · proposal · 28 Sep 2026
- Growth tier subscription proposal issued · proposal · 1 Oct 2026
Security (1)
- Completed security questionnaire issued · security questionnaire · 11 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Thorverton Creamery – New	proposal	£62,000	26 Nov 2026

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
22 Oct 2026upcoming callThorverton Creamery / BG-Demo – Negotiation Harvey Doyle, Owen Tallis, Stephen Quick, Jenna Luxton, Beth Venn+2
Held
1 Oct 2026documentThorverton Creamery - Proposal Matteo Ricci
1 Oct 2026callThorverton Creamery / BG-Demo – Proposal Harvey Doyle, Beth Venn
28 Sep 2026documentThorverton Creamery - Proposal v1 Matteo Ricci
17 Sep 2026callThorverton Creamery / BG-Demo – Demo Harvey Doyle, Hannah Lowe, Beth Venn
11 Sep 2026documentThorverton Creamery - Security Questionnaire Theo Gallagher
4 Sep 2026callThorverton Creamery / BG-Demo – Demo Harvey Doyle, Theo Gallagher, Beth Venn
7 Aug 2026callThorverton Creamery / BG-Demo – Discovery Sophie Ling, Beth Venn
31 Jul 2026email threadThorverton: scheduling your demo Sophie Ling, Beth Venn
16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
10 Jul 2026dealThorverton Creamery – New Matteo Ricci, Beth Venn
3 Jul 2026email threadWebinar invite Alice Brewer, Beth Venn
23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Marloes Hendriks, Annika Lund, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy Buckley+37
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+32

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

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

Thorverton Creamery's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 10 AI summaries of 11 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not written yet.

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

Activity page block
- Thorverton Creamery / BG-Demo – Discovery entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - call_recorder/calls.csv call_183_001 raw row
- Thorverton Creamery / BG-Demo – Demo entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - call_recorder/calls.csv call_183_002 raw row
- Thorverton Creamery / BG-Demo – Demo entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - call_recorder/calls.csv call_183_003 raw row
- Thorverton Creamery / BG-Demo – Proposal entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - call_recorder/calls.csv call_183_004 raw row
- Thorverton Creamery / BG-Demo – Negotiation entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - call_recorder/calls.csv call_183_005 raw row
- Thorverton Creamery – New entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/deal_line_items.csv deal_183_01:1 raw row
  - crm/deal_line_items.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:1 raw row
  - crm/deal_stage_history.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:3 raw row
  - +2 more
- +8 more
AI opinion page block
- Thorverton Creamery: Growth prospect AI record
  - Thorverton Creamery – New entity
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
    - crm/deal_line_items.csv deal_183_01:1 raw row
    - crm/deal_line_items.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:1 raw row
    - crm/deal_stage_history.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:3 raw row
    - +2 more
  - Thorverton Creamery: no executed paper AI record
    - Thorverton Creamery - Security Questionnaire entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_001 raw row
    - Thorverton Creamery - Proposal v1 entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_002 raw row
    - Thorverton Creamery - Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_003 raw row
    - Thorverton Creamery security questionnaire AI record
      - Thorverton Creamery - Security Questionnaire entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_001 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal, draft v1 AI record
      - Thorverton Creamery - Proposal v1 entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_002 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal for Thorverton Creamery AI record
      - Thorverton Creamery - Proposal entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_003 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - +1 more
  - Discovery: joining up service channels AI record
    - Thorverton Creamery / BG-Demo – Discovery entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_001 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: single customer view AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_002 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: pricing and exit questions AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_003 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Proposal call: finance happy to proceed AI record
    - Thorverton Creamery / BG-Demo – Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_004 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - +11 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_183 facts table
  - Thorverton Creamery – New entity
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
    - crm/deal_line_items.csv deal_183_01:1 raw row
    - crm/deal_line_items.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:1 raw row
    - crm/deal_stage_history.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:3 raw row
    - +2 more
AI facts page block
- Thorverton Creamery: Growth prospect AI record
  - Thorverton Creamery – New entity
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
    - crm/deal_line_items.csv deal_183_01:1 raw row
    - crm/deal_line_items.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:1 raw row
    - crm/deal_stage_history.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:3 raw row
    - +2 more
  - Thorverton Creamery: no executed paper AI record
    - Thorverton Creamery - Security Questionnaire entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_001 raw row
    - Thorverton Creamery - Proposal v1 entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_002 raw row
    - Thorverton Creamery - Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_003 raw row
    - Thorverton Creamery security questionnaire AI record
      - Thorverton Creamery - Security Questionnaire entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_001 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal, draft v1 AI record
      - Thorverton Creamery - Proposal v1 entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_002 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal for Thorverton Creamery AI record
      - Thorverton Creamery - Proposal entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_003 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - +1 more
  - Discovery: joining up service channels AI record
    - Thorverton Creamery / BG-Demo – Discovery entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_001 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: single customer view AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_002 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: pricing and exit questions AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_003 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Proposal call: finance happy to proceed AI record
    - Thorverton Creamery / BG-Demo – Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_004 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - +11 more
Contacts page block
- Beth Venn entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/contacts.csv per_18301:org_183 raw row
- Stephen Quick entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/contacts.csv per_18302:org_183 raw row
- Jenna Luxton entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/contacts.csv per_18303:org_183 raw row
Open deals page block
- Thorverton Creamery – New entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/deal_line_items.csv deal_183_01:1 raw row
  - crm/deal_line_items.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:1 raw row
  - crm/deal_stage_history.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:3 raw row
  - +2 more
Documents page block
- Thorverton Creamery - Security Questionnaire entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - document_store/files.csv doc_183_001 raw row
- Thorverton Creamery - Proposal v1 entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - document_store/files.csv doc_183_002 raw row
- Thorverton Creamery - Proposal entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - document_store/files.csv doc_183_003 raw row
hero page block
- Thorverton Creamery: Growth prospect AI record
  - Thorverton Creamery – New entity
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
    - crm/deal_line_items.csv deal_183_01:1 raw row
    - crm/deal_line_items.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:1 raw row
    - crm/deal_stage_history.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:3 raw row
    - +2 more
  - Thorverton Creamery: no executed paper AI record
    - Thorverton Creamery - Security Questionnaire entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_001 raw row
    - Thorverton Creamery - Proposal v1 entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_002 raw row
    - Thorverton Creamery - Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - document_store/files.csv doc_183_003 raw row
    - Thorverton Creamery security questionnaire AI record
      - Thorverton Creamery - Security Questionnaire entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_001 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal, draft v1 AI record
      - Thorverton Creamery - Proposal v1 entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_002 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - Growth tier proposal for Thorverton Creamery AI record
      - Thorverton Creamery - Proposal entity
        Thorverton Creamery entity
        crm/companies.csv org_183 raw row
        document_store/files.csv doc_183_003 raw row
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
    - +1 more
  - Discovery: joining up service channels AI record
    - Thorverton Creamery / BG-Demo – Discovery entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_001 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: single customer view AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_002 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Growth demo: pricing and exit questions AI record
    - Thorverton Creamery / BG-Demo – Demo entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_003 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - Proposal call: finance happy to proceed AI record
    - Thorverton Creamery / BG-Demo – Proposal entity
      - Thorverton Creamery entity
        crm/companies.csv org_183 raw row
      - call_recorder/calls.csv call_183_004 raw row
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
  - +11 more
- Thorverton Creamery – New entity
  - Thorverton Creamery entity
    - crm/companies.csv org_183 raw row
  - crm/deal_line_items.csv deal_183_01:1 raw row
  - crm/deal_line_items.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:1 raw row
  - crm/deal_stage_history.csv deal_183_01:2 raw row
  - crm/deal_stage_history.csv deal_183_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_183 facts table
  - Thorverton Creamery – New entity
    - Thorverton Creamery entity
      - crm/companies.csv org_183 raw row
    - crm/deal_line_items.csv deal_183_01:1 raw row
    - crm/deal_line_items.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:1 raw row
    - crm/deal_stage_history.csv deal_183_01:2 raw row
    - crm/deal_stage_history.csv deal_183_01:3 raw row
    - +2 more
  - Thorverton Creamery entity
Key facts page block
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) 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. Data as of Fri 9 Oct 2026. Help & Support

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

Thorverton Creamery

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

Ask B