Ledgerwood Freight

AI facts

Current to 11 Oct 26

Ledgerwood Freight, an Atlanta logistics firm, has no executed order form, no invoices and £0 contracted. Deal deal_052_01 sits at the CRM proposal stage for Growth at £62,000 in the first year, £50,000 subscription plus £12,000 implementation, with expected close 20 Nov 2026. No platform usage or tickets are recorded. A negotiation call is booked for 26 Oct 2026. The 14 Sep 2026 draft says connectors live within eight weeks, while the 17 Sep 2026 proposal promises live data within 14 days of start.

Read from 4 calls · 4 email threads · 1 deals · 3 people · 3 documents, newest 22 Sep 26

AImade from

AI opinion

Current to 11 Oct 26

Prospect, because nothing is signed and no invoice exists, though the buying signals are good. Maria Hughes, President, called the proposal good and aims to sign by mid-November. The opportunity is a Growth order form, provided its delivery, freshness and renewal wording matches what was said.

Signals Document roll-up Growth, proposed terms Ledgerwood Freight / BB-Demo – Proposal Ledgerwood Freight / BB-Demo – Discovery

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Jordan Pike sends Maria Hughes and Justin Foster a single Growth order form that settles connector delivery, freshness credits and renewal wording ahead of the 26 Oct 2026 negotiation call. proposal
Who: Jordan Pike
When: within_2_weeks by 9 Oct 2026
Why: Jordan Pike sends Maria Hughes and Justin Foster one clean Growth order form before the 26 Oct 2026 negotiation call. It must settle connector delivery, freshness credits and renewal wording so the 20 Nov 2026 close rests on agreed terms.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryLogistics
Websiteledgerwoodfreight.example
CountryUnited States
HQ cityAtlanta
Size650 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

Key facts

Updated 9 Oct 26

Open dealProposal · £62,000
Last contact25 Sep 2026

Computedmade from

The story

Current to 11 Oct 26

Prospect

Prospect: Ledgerwood Freight has an unsigned Growth proposal at £50,000 a year plus £12,000 implementation. Maria Hughes, President, aims to sign by mid-November; Jordan Pike must issue one clean order form before the 26 Oct 2026 negotiation call.

Prospect Ledgerwood Freight has no executed order form and no invoices. The 17 Sep 2026 proposal offers Growth at £50,000 a year plus £12,000 implementation; the CRM deal sits at proposal stage, expected close 20 Nov 2026.

There is no platform usage or ticket history, so no usage trajectory exists. Jordan Pike has held all three calls and four threads; Jennifer Holloway, Director of Operations, is the champion and Maria Hughes, President, holds sign-off.

Maria said the proposal looks good and aims to sign by mid-November, but that is intent, not commitment. The risk is the paper: the 14 Sep 2026 draft and the 17 Sep 2026 proposal differ on connector delivery and refresh wording.

Jordan sends Maria and Justin Foster, Procurement Director, one clean Growth order form before the negotiation call on 26 Oct 2026. It must settle connector delivery, freshness credits and renewal wording.

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

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 · 14 Sep 2026
- Growth tier proposal issued · proposal · 17 Sep 2026
Security (1)
- Growth tier security questionnaire answers issued · security questionnaire · 26 Aug 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Ledgerwood Freight – New	proposal	£62,000	20 Nov 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

26 Oct 2026callLedgerwood Freight / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Maria Hughes, Justin Foster, Jennifer Holloway+2
22 Sep 2026email_threadGrowth, proposed terms Jordan Pike, Jennifer Holloway, Maria Hughes
18 Sep 2026callLedgerwood Freight / BB-Demo – Proposal Jordan Pike, Jennifer Holloway, Maria Hughes
17 Sep 2026documentLedgerwood Freight - Proposal Jordan Pike
16 Sep 2026email_threadGrowth, proposal call Jordan Pike, Jennifer Holloway
14 Sep 2026documentLedgerwood Freight - Proposal v1 Jordan Pike
26 Aug 2026documentLedgerwood Freight - Security Questionnaire Theo Gallagher
24 Aug 2026email_threadGrowth, next steps Jordan Pike, Hannah Lowe, Jennifer Holloway
20 Aug 2026callLedgerwood Freight / BB-Demo – Demo Jordan Pike, Hannah Lowe, Jennifer Holloway
20 Jul 2026callLedgerwood Freight / BB-Demo – Discovery Jordan Pike, Jennifer Holloway
14 Jul 2026email_threadDiscovery call Jordan Pike, Jennifer Holloway
15 Jun 2026dealLedgerwood Freight – New Jordan Pike, Jennifer Holloway

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

Ledgerwood Freight's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 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
- Ledgerwood Freight / BB-Demo – Discovery entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - call_recorder/calls.csv call_052_001 raw row
- Ledgerwood Freight / BB-Demo – Demo entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - call_recorder/calls.csv call_052_002 raw row
- Ledgerwood Freight / BB-Demo – Proposal entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - call_recorder/calls.csv call_052_003 raw row
- Ledgerwood Freight / BB-Demo – Negotiation entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - call_recorder/calls.csv call_052_004 raw row
- Ledgerwood Freight – New entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/deal_line_items.csv deal_052_01:1 raw row
  - crm/deal_line_items.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:1 raw row
  - crm/deal_stage_history.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:3 raw row
  - +2 more
- Ledgerwood Freight - Security Questionnaire entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - document_store/files.csv doc_052_001 raw row
- +6 more
AI opinion page block
- Ledgerwood Freight prospect AI record
  - Ledgerwood Freight – New entity
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
    - crm/deal_line_items.csv deal_052_01:1 raw row
    - crm/deal_line_items.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:1 raw row
    - crm/deal_stage_history.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:3 raw row
    - +2 more
  - Ledgerwood Freight: proposals only, none signed AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight - Proposal v1 entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_002 raw row
    - Ledgerwood Freight - Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_003 raw row
    - Ledgerwood Freight security questionnaire AI record
      - Ledgerwood Freight - Security Questionnaire entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_001 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal v1 AI record
      - Ledgerwood Freight - Proposal v1 entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_002 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal AI record
      - Ledgerwood Freight - Proposal entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_003 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - +1 more
  - Discovery: consolidating logistics data AI record
    - Ledgerwood Freight / BB-Demo – Discovery entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth demo for cross-system customer questions AI record
    - Ledgerwood Freight / BB-Demo – Demo entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_002 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth tier proposal walkthrough AI record
    - Ledgerwood Freight / BB-Demo – Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_003 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Ledgerwood Freight security questionnaire AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - +12 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_052 facts table
  - Ledgerwood Freight – New entity
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
    - crm/deal_line_items.csv deal_052_01:1 raw row
    - crm/deal_line_items.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:1 raw row
    - crm/deal_stage_history.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:3 raw row
    - +2 more
AI facts page block
- Ledgerwood Freight prospect AI record
  - Ledgerwood Freight – New entity
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
    - crm/deal_line_items.csv deal_052_01:1 raw row
    - crm/deal_line_items.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:1 raw row
    - crm/deal_stage_history.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:3 raw row
    - +2 more
  - Ledgerwood Freight: proposals only, none signed AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight - Proposal v1 entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_002 raw row
    - Ledgerwood Freight - Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_003 raw row
    - Ledgerwood Freight security questionnaire AI record
      - Ledgerwood Freight - Security Questionnaire entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_001 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal v1 AI record
      - Ledgerwood Freight - Proposal v1 entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_002 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal AI record
      - Ledgerwood Freight - Proposal entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_003 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - +1 more
  - Discovery: consolidating logistics data AI record
    - Ledgerwood Freight / BB-Demo – Discovery entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth demo for cross-system customer questions AI record
    - Ledgerwood Freight / BB-Demo – Demo entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_002 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth tier proposal walkthrough AI record
    - Ledgerwood Freight / BB-Demo – Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_003 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Ledgerwood Freight security questionnaire AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - +12 more
Contacts page block
- Jennifer Holloway entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/contacts.csv per_5201:org_052 raw row
- Maria Hughes entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/contacts.csv per_5202:org_052 raw row
- Justin Foster entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/contacts.csv per_5203:org_052 raw row
Open deals page block
- Ledgerwood Freight – New entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/deal_line_items.csv deal_052_01:1 raw row
  - crm/deal_line_items.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:1 raw row
  - crm/deal_stage_history.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:3 raw row
  - +2 more
Documents page block
- Ledgerwood Freight - Security Questionnaire entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - document_store/files.csv doc_052_001 raw row
- Ledgerwood Freight - Proposal v1 entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - document_store/files.csv doc_052_002 raw row
- Ledgerwood Freight - Proposal entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - document_store/files.csv doc_052_003 raw row
hero page block
- Ledgerwood Freight prospect AI record
  - Ledgerwood Freight – New entity
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
    - crm/deal_line_items.csv deal_052_01:1 raw row
    - crm/deal_line_items.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:1 raw row
    - crm/deal_stage_history.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:3 raw row
    - +2 more
  - Ledgerwood Freight: proposals only, none signed AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight - Proposal v1 entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_002 raw row
    - Ledgerwood Freight - Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_003 raw row
    - Ledgerwood Freight security questionnaire AI record
      - Ledgerwood Freight - Security Questionnaire entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_001 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal v1 AI record
      - Ledgerwood Freight - Proposal v1 entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_002 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - Ledgerwood Freight Growth proposal AI record
      - Ledgerwood Freight - Proposal entity
        Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
        document_store/files.csv doc_052_003 raw row
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
    - +1 more
  - Discovery: consolidating logistics data AI record
    - Ledgerwood Freight / BB-Demo – Discovery entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth demo for cross-system customer questions AI record
    - Ledgerwood Freight / BB-Demo – Demo entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_002 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Growth tier proposal walkthrough AI record
    - Ledgerwood Freight / BB-Demo – Proposal entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - call_recorder/calls.csv call_052_003 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - Ledgerwood Freight security questionnaire AI record
    - Ledgerwood Freight - Security Questionnaire entity
      - Ledgerwood Freight entity
        crm/companies.csv org_052 raw row
      - document_store/files.csv doc_052_001 raw row
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
  - +12 more
- Ledgerwood Freight – New entity
  - Ledgerwood Freight entity
    - crm/companies.csv org_052 raw row
  - crm/deal_line_items.csv deal_052_01:1 raw row
  - crm/deal_line_items.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:1 raw row
  - crm/deal_stage_history.csv deal_052_01:2 raw row
  - crm/deal_stage_history.csv deal_052_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_052 facts table
  - Ledgerwood Freight – New entity
    - Ledgerwood Freight entity
      - crm/companies.csv org_052 raw row
    - crm/deal_line_items.csv deal_052_01:1 raw row
    - crm/deal_line_items.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:1 raw row
    - crm/deal_stage_history.csv deal_052_01:2 raw row
    - crm/deal_stage_history.csv deal_052_01:3 raw row
    - +2 more
  - Ledgerwood Freight entity
Key facts page block
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

Computedmade from

Sources AI · Calls · CRM · Documents · 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

Ledgerwood Freight

AI facts

AI opinion

Next step

Profile

Key facts

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

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