Marbury Kline Health

Lost£0

AI facts

Current to 11 Oct 26

Marbury Kline Health, a Philadelphia healthcare services organisation, has no contract, no invoices and no subscription with BB-Demo. An Enterprise new-business deal with an amount of £155,000 and an ACV of £125,000 closed lost on 28 Aug 2026, with timing given as the reason. There is no usage data and no tickets on record. No deal is open. The 27 Apr 2026 discovery call found scattered Salesforce, call and ticketing data and no Snowflake warehouse.

Read from 1 calls · 2 email threads · 1 deals · 3 people, newest 27 Apr 26

AImade from

AI opinion

Current to 11 Oct 26

Lost, because the only deal closed lost on timing and nobody has spoken to the customer since the 27 Apr 2026 discovery call. The pain was real and Brandon Sullivan said the manual approach does not scale, so a timed re-approach by Jordan Pike is worth considering.

Signals Marbury Kline Health – New Marbury Kline Health / BB-Demo – Discovery Marbury Kline Health

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Jordan Pike emails Brandon Sullivan, copying Nicole Sullivan, to reopen the scattered-data problem from the discovery call and ask whether the timing for an Enterprise brain has changed. re_engage
Who: Jordan Pike
When: this_week by 9 Oct 2026
Why: Jordan Pike should re-approach Brandon Sullivan and test whether the timing that lost the Enterprise deal on 28 Aug 2026 has changed. Nobody has spoken to Marbury Kline Health since the 27 Apr 2026 discovery call.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryHealthcare services
Websitemarburykline.example
CountryUnited States
HQ cityPhiladelphia
Size1,400 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

Key facts

Updated 9 Oct 26

Last contact27 Apr 2026

Computedmade from

The story

Current to 11 Oct 26

Lost

Lost: Marbury Kline Health's Enterprise new-business deal closed lost on 28 Aug 2026 for timing. There is no contract, no invoice, and no recorded contact since the 27 Apr 2026 discovery call. Jordan Pike is to test whether the timing has changed.

Lost: Marbury Kline Health has no contract, invoice or subscription with BB-Demo. Its Enterprise new-business deal, amount £155,000 and ACV £125,000, closed lost on 28 Aug 2026 for timing, and no deal is open.

There is no usage data and there are no tickets, so trajectory cannot be judged. Jordan Pike ran the only recorded call, the 27 Apr 2026 discovery, with Nicole Sullivan, the champion, and Brandon Sullivan, the economic buyer.

Brandon said the business is expanding with new divisions and the manual approach does not scale, but there is no Snowflake warehouse. Webinar invites to Brandon and Kevin Simmons drew no reply, and with no contact since the discovery call the relationship is cooling.

Jordan emails Brandon, copying Nicole, by 9 Oct 2026 to test whether the timing has changed. Hannah Lowe supplies a note on the Snowflake setup an Enterprise start would need.

AI · claude-opus-5-5 · 11 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

22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Toby Mellor, Nathan Booth, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth+12
27 Apr 2026callMarbury Kline Health / BB-Demo – Discovery Jordan Pike, Nicole Sullivan, Brandon Sullivan
19 Feb 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Mark Ellwood, Emma Haworth, Ruth Ackroyd, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons+11
10 Feb 2026email_threadBB-Demo webinar Alice Brewer, Kevin Simmons
22 Dec 2025dealMarbury Kline Health – New Jordan Pike, Nicole Sullivan
20 Mar 2025eventBB-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Megan Ibbotson, Josh Fairburn, Annika Lund, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley+9
9 Mar 2025email_threadBB-Demo webinar Sofia Marchetti, Brandon Sullivan
13 Mar 2024eventData leaders conference (BB-Demo stand) Nell Ashcombe, Rob Ellery, Nicole Sullivan

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Marbury Kline Health's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 3 AI summaries of 4 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 1 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)

Activity page block
- Marbury Kline Health / BB-Demo – Discovery entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - call_recorder/calls.csv call_051_001 raw row
- Marbury Kline Health – New entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/deal_line_items.csv deal_051_01:1 raw row
  - crm/deal_line_items.csv deal_051_01:2 raw row
  - crm/deal_stage_history.csv deal_051_01:1 raw row
  - crm/deal_stage_history.csv deal_051_01:2 raw row
  - crm/deal_stage_history.csv deal_051_01:3 raw row
  - +1 more
- Data leaders conference (BB-Demo stand) entity
  - event_platform/events.csv evt_0527_conference raw row
  - event_platform/registrations.csv evt_0527_conference:per_0401 raw row
  - event_platform/registrations.csv evt_0527_conference:per_5101 raw row
- BB-Demo webinar entity
  - event_platform/events.csv evt_0899_webinar raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1101 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1202 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1601 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_1905 raw row
  - event_platform/registrations.csv evt_0899_webinar:per_2306 raw row
  - +6 more
- BB-Demo webinar entity
  - event_platform/events.csv evt_1235_webinar raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0102 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0103 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_1404 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_1703 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_1801 raw row
  - +8 more
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_1450_roundtable raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_1405 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_1803 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_2201 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_2303 raw row
  - event_platform/registrations.csv evt_1450_roundtable:per_2305 raw row
  - +9 more
- +2 more
AI opinion page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BB-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
AI facts page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BB-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
Contacts page block
- Nicole Sullivan entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5101:org_051 raw row
- Brandon Sullivan entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5102:org_051 raw row
- Kevin Simmons entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - crm/contacts.csv per_5103:org_051 raw row
Open deals (not yet analysed) page block
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
Documents (not yet analysed) page block
- document_store/files.csv * raw row
hero page block
- Marbury Kline Health lost AI record
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BB-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
  - Webinar invite to President, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0001:1 raw row
      - mailbox/threads.csv thr_051_0001 raw row
  - Security webinar invite, no reply AI record
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - BB-Demo webinar entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - mailbox/messages.csv thr_051_0002:1 raw row
      - mailbox/threads.csv thr_051_0002 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - +4 more
- facts.reconciliation_t0:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
- Signals: Marbury Kline Health signals (no model)
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
Key facts page block
- Marbury Kline Health / BB-Demo – Discovery entity
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - call_recorder/calls.csv call_051_001 raw row
- facts.reconciliation_t0:org_051 facts table
  - Marbury Kline Health – New entity
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - crm/deal_line_items.csv deal_051_01:1 raw row
    - crm/deal_line_items.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:1 raw row
    - crm/deal_stage_history.csv deal_051_01:2 raw row
    - crm/deal_stage_history.csv deal_051_01:3 raw row
    - +1 more
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
- Signals: Marbury Kline Health signals (no model)
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
  - Marbury Kline Health entity
    - crm/companies.csv org_051 raw row
Evidence trail page block
- Marbury Kline Health entity
  - crm/companies.csv org_051 raw row
The story page block
- Customer: Marbury Kline Health AI record
  - Marbury Kline Health lost AI record
    - Marbury Kline Health – New entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - crm/deal_line_items.csv deal_051_01:1 raw row
      - crm/deal_line_items.csv deal_051_01:2 raw row
      - crm/deal_stage_history.csv deal_051_01:1 raw row
      - crm/deal_stage_history.csv deal_051_01:2 raw row
      - crm/deal_stage_history.csv deal_051_01:3 raw row
      - +1 more
    - Discovery: data scattered, no warehouse AI record
      - Marbury Kline Health / BB-Demo – Discovery entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        call_recorder/calls.csv call_051_001 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
    - Webinar invite to President, no reply AI record
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - BB-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0001:1 raw row
        mailbox/threads.csv thr_051_0001 raw row
    - Security webinar invite, no reply AI record
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - BB-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0002:1 raw row
        mailbox/threads.csv thr_051_0002 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - +4 more
  - Timed win-back approach to Brandon Sullivan AI record
    - Marbury Kline Health lost AI record
      - Marbury Kline Health – New entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        crm/deal_line_items.csv deal_051_01:1 raw row
        crm/deal_line_items.csv deal_051_01:2 raw row
        crm/deal_stage_history.csv deal_051_01:1 raw row
        crm/deal_stage_history.csv deal_051_01:2 raw row
        crm/deal_stage_history.csv deal_051_01:3 raw row
        +1 more
      - Discovery: data scattered, no warehouse AI record
        Marbury Kline Health / BB-Demo – Discovery entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        call_recorder/calls.csv call_051_001 raw row
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Webinar invite to President, no reply AI record
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        BB-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0001:1 raw row
        mailbox/threads.csv thr_051_0001 raw row
      - Security webinar invite, no reply AI record
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        BB-Demo webinar entity
        Marbury Kline Health entity
        crm/companies.csv org_051 raw row
        mailbox/messages.csv thr_051_0002:1 raw row
        mailbox/threads.csv thr_051_0002 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - +4 more
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Marbury Kline Health entity
      - crm/companies.csv org_051 raw row
    - Signals: Marbury Kline Health signals (no model)
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
  - Discovery: data scattered, no warehouse AI record
    - Marbury Kline Health / BB-Demo – Discovery entity
      - Marbury Kline Health entity
        crm/companies.csv org_051 raw row
      - call_recorder/calls.csv call_051_001 raw row
    - Marbury Kline Health entity
  - +1 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) page block

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

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Marbury Kline Health

AI facts

AI opinion

Next step

Profile

Key facts

The story

ARR journey

Platform usage

Documents

Open deals

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Activity

Contacts

Evidence trail

Help & Support

Help & Support

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How to ask

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