AI facts
Current to 11 Oct 26Ashlowe Medical Group has no contract, no tier and no invoices with BB-Demo, and the CRM stage is lost with ARR of £0. The Growth deal at £62,000 for the first year and £50,000 from year two closed lost on 26 Sep 2025, with security review recorded as the lost reason. No usage or tickets are recorded. The final proposal of 3 Sep 2025 was never executed. The last interaction was a webinar invitation on 1 Mar 2026, with no reply.
AI opinion
Current to 11 Oct 26Lost, because the Growth deal closed lost at security review after both buyers had agreed verbally on 5 Sep 2025, and there has been no reply since. The opportunity is a win-back built on a healthcare security answer, led by Lewis Kerr.
Next step
Current to 11 Oct 26- What
- Lewis Kerr writes to Neil Bancroft to ask what specifically failed in the security review that closed the Growth deal lost, and whether a revised healthcare security answer would reopen it. re_engage
- Who
Lewis Kerr
- When
- this_week by 9 Oct 2026
- Why
- Lewis Kerr should ask Neil Bancroft, Finance Director, what failed in the security review that closed the Growth deal lost on 26 Sep 2025. A win-back cannot start without that reason.
Profile
Updated 9 Oct 26- IndustryHealthcare servicesSource: CRM company record
- Websiteashlowe.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityHuddersfieldSource: CRM company record
- Size260 employeesSource: CRM company record
- CRM ownerLewis KerrSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Last contact1 Mar 2026Email: You're invited to BB-Demo webinar on 19 March 2026 · 222 days before 9 Oct 2026
The story
Current to 11 Oct 26Lost. Ashlowe Medical Group's Growth deal closed lost at security review on 26 Sep 2025, after both buyers had agreed verbally. Nothing was signed or invoiced. Lewis Kerr should ask Neil Bancroft what failed before any win-back.
Lost. Ashlowe Medical Group's Growth deal closed lost on 26 Sep 2025 at security review, according to the CRM. The unsigned proposal of 3 Sep 2025 offered £62,000 for the first year and £50,000 a year from year two, and nothing was invoiced.
There is no usage and no ticket history, because Ashlowe never went live. Lewis Kerr held all three calls with Chris Riley, Head of Data, and Neil Bancroft, Finance Director, who agreed to proceed on 5 Sep 2025.
The records do not show what failed in the security review. The questionnaire offered SSO on request against a Growth proposal, and Chris has not replied since the webinar invitation of 1 Mar 2026.
Lewis should write to Neil by 9 Oct 2026, copying Chris, to ask what failed and whether a revised healthcare security answer would reopen the deal. Hannah Lowe drafts that answer by the same date.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 29 Aug 2025
- Growth tier commercial proposal issued · proposal · 3 Sep 2025
- Security (1)
- Security questionnaire answers issued · security questionnaire · 19 Aug 2025
Open deals
Open tickets
Activity
- 19 Mar 2026eventBB-Demo webinar
+11
- 1 Mar 2026email_threadYou're invited to BB-Demo webinar on 19 March 2026
- 5 Sep 2025callAshlowe Medical Group / BB-Demo – Proposal
- 3 Sep 2025documentAshlowe Medical Group - Proposal
- 2 Sep 2025email_threadScheduling the proposal call
- 29 Aug 2025documentAshlowe Medical Group - Proposal v1
- 19 Aug 2025documentAshlowe Medical Group - Security Questionnaire
- 13 Aug 2025email_threadGrowth tier proposal for Ashlowe
- 12 Aug 2025callAshlowe Medical Group / BB-Demo – Demo
- 8 Aug 2025email_threadScheduling our demo
- 23 Jul 2025callAshlowe Medical Group / BB-Demo – Discovery
- 26 Jun 2025dealAshlowe Medical Group – New
Contacts
Evidence trail
Updated 9 Oct 26Ashlowe Medical Group's pages are written from 3 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 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
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group / BB-Demo – Demo entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- +6 more
- Ashlowe Medical Group / BB-Demo – Discovery entity
- AI opinion page block
- Ashlowe Medical Group lost at security review AI record
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group: no executed paper AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe proposal v1, Growth tier AI record
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group proposal, Growth tier AI record
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal entity
- +1 more
- Ashlowe Medical Group - Security Questionnaire entity
- Discovery call: Growth quote and security AI record
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Demo on Ashlowe test data AI record
- Ashlowe Medical Group / BB-Demo – Demo entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Demo entity
- Growth proposal call, ready to sign AI record
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- +12 more
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group lost at security review AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_043 facts table
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group – New entity
- facts.arr_monthly:org_043 facts table
- AI facts page block
- Ashlowe Medical Group lost at security review AI record
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group: no executed paper AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe proposal v1, Growth tier AI record
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group proposal, Growth tier AI record
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal entity
- +1 more
- Ashlowe Medical Group - Security Questionnaire entity
- Discovery call: Growth quote and security AI record
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Demo on Ashlowe test data AI record
- Ashlowe Medical Group / BB-Demo – Demo entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Demo entity
- Growth proposal call, ready to sign AI record
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- +12 more
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group lost at security review AI record
- Contacts page block
- Chris Riley entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/contacts.csv per_4301:org_043 raw row
- Ashlowe Medical Group entity
- Neil Bancroft entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/contacts.csv per_4302:org_043 raw row
- Ashlowe Medical Group entity
- Ian Lambert entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/contacts.csv per_4303:org_043 raw row
- Ashlowe Medical Group entity
- Chris Riley entity
- Open deals (not yet analysed) page block
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group entity
- Documents page block
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Security Questionnaire entity
- hero page block
- Ashlowe Medical Group lost at security review AI record
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group: no executed paper AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe proposal v1, Growth tier AI record
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal v1 entity
- Ashlowe Medical Group proposal, Growth tier AI record
- Ashlowe Medical Group - Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Proposal entity
- +1 more
- Ashlowe Medical Group - Security Questionnaire entity
- Discovery call: Growth quote and security AI record
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Discovery entity
- Demo on Ashlowe test data AI record
- Ashlowe Medical Group / BB-Demo – Demo entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_002 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Demo entity
- Growth proposal call, ready to sign AI record
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- call_recorder/calls.csv call_043_003 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group / BB-Demo – Proposal entity
- Security Questionnaire, Ashlowe Medical Group AI record
- Ashlowe Medical Group - Security Questionnaire entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- document_store/files.csv doc_043_001 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group - Security Questionnaire entity
- +12 more
- Ashlowe Medical Group – New entity
- facts.reconciliation_t0:org_043 facts table
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:1 raw row
- crm/deal_stage_history.csv deal_043_01:2 raw row
- crm/deal_stage_history.csv deal_043_01:3 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Signals: Ashlowe Medical Group signals (no model)
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- Ashlowe Medical Group entity
- Ashlowe Medical Group lost at security review AI record
- Key facts page block
- facts.reconciliation_t0:org_043 facts table
- Ashlowe Medical Group – New entity
- Ashlowe Medical Group entity
- crm/companies.csv org_043 raw row
- crm/deal_line_items.csv deal_043_01:1 raw row
- crm/deal_line_items.csv deal_043_01:2 raw row
- +3 more
- Ashlowe Medical Group entity
- Ashlowe Medical Group – New entity
- facts.reconciliation_t0:org_043 facts table
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block