Bellhurst Accountancy

Lost£0

AI facts

Current to 11 Oct 26

Bellhurst Accountancy, a Leeds accountancy firm, has no contract, order form or invoices with BB-Demo, and CRM ARR is £0. Its one deal, a Starter new-business deal with an amount of £28,000 and ACV of £22,000, closed lost on 27 Sep 2024 with the reason timing. No usage or tickets are on record. The last interaction was the demo on 9 Aug 2024, after which Kevin Lister asked for pricing and an order form.

Read from 2 calls · 2 email threads · 1 deals · 3 people, newest 9 Aug 24

AImade from

AI opinion

Current to 11 Oct 26

Lost, because the only deal closed lost on timing in September 2024 and nobody has spoken to Bellhurst since the 9 Aug 2024 demo. Kevin Lister was positive at discovery and demo, so a timing loss leaves a reasonable case for a fresh Starter conversation.

Signals Bellhurst Accountancy – New Bellhurst Accountancy / BB-Demo – Demo Bellhurst Accountancy / BB-Demo – Discovery Gemma Dobson Kevin Lister

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Tom Ashdown confirms Kevin Lister is still at Bellhurst Accountancy and asks him for a fresh Starter discovery call that includes Gemma Dobson. re_engage
Who: Tom Ashdown
When: this_week by 9 Oct 2026
Why: Tom Ashdown should confirm Kevin Lister is still at Bellhurst Accountancy and ask for a fresh discovery call that brings in Gemma Dobson. The only Starter deal was lost on timing, not price or a rival, and nobody has made contact since the 9 Aug 2024 demo.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryAccountancy
Websitebellhurst.example
CountryUnited Kingdom
HQ cityLeeds
Size140 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateLost

CRMmade from

Key facts

Updated 9 Oct 26

Last contact9 Aug 2024

Computedmade from

The story

Current to 11 Oct 26

Lost

Lost: Bellhurst Accountancy's only Starter deal closed lost on 27 Sep 2024 for timing. Nobody has contacted it since the 9 Aug 2024 demo, which Kevin Lister praised. Tom Ashdown should check Kevin is still there and ask for a fresh Starter discovery call.

Lost: Bellhurst Accountancy, a Leeds accountancy firm, never signed. Its only deal, a Starter new-business deal with ACV of £22,000, closed lost on 27 Sep 2024 for timing, and there is no order form, invoice or renewal date.

Bellhurst has no usage or tickets because it never became a customer. Kevin Lister, Head of Revenue Operations and the CRM champion, led discovery and the 9 Aug 2024 demo, the last interaction, and praised it.

The records do not show why timing failed or whether Kevin is still there. Gemma Dobson, Managing Director and economic buyer, was never engaged, and the demo placed dashboards in Starter although the dashboards builder sits under Growth.

Tom Ashdown should confirm Kevin's role and ask for a fresh Starter discovery call including Gemma, by 9 Oct 2026. Hannah Lowe prepares an outline at the v2 Starter list of £22,000.

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
16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Gemma Varley, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson+11
24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Sunita Bains, Emma Haworth, Ian Fairclough, Ruth Ackroyd, Stuart Kenyon, Oliver Kirkby, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth+14
15 Jan 2026eventBB-Demo webinar Alice Brewer, Dean Hargreaves, Jess Dobson, Luke Oakes, Asif Nuttall, Jas Dhillon, Phil Royston, Ian Brearley, Shane Keane, Karin Sjöberg, Erik Wallin, Lucas Goossens, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister+13
9 Aug 2024callBellhurst Accountancy / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Kevin Lister
24 Jun 2024callBellhurst Accountancy / BB-Demo – Discovery Tom Ashdown, Kevin Lister
20 Jun 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Emma Jagger, Craig Holt, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian Dobson+7
19 Jun 2024email_threadDiscovery call next week Tom Ashdown, Kevin Lister
1 Jun 2024email_threadBB-Demo webinar invitation Nell Ashcombe, Polly Illingworth
16 May 2024eventBB-Demo webinar Nell Ashcombe, Ravi Riley, Yasmin Openshaw, Helen Varley, Sunita Bains, Lee Garside, Gemma Dobson+4
2 May 2024dealBellhurst Accountancy – New Tom Ashdown, Kevin Lister

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

Bellhurst Accountancy's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 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. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Bellhurst Accountancy / BB-Demo – Discovery entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - call_recorder/calls.csv call_067_001 raw row
- Bellhurst Accountancy / BB-Demo – Demo entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - call_recorder/calls.csv call_067_002 raw row
- Bellhurst Accountancy – New entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - crm/deal_line_items.csv deal_067_01:1 raw row
  - crm/deal_line_items.csv deal_067_01:2 raw row
  - crm/deal_stage_history.csv deal_067_01:1 raw row
  - crm/deal_stage_history.csv deal_067_01:2 raw row
  - crm/deal_stage_history.csv deal_067_01:3 raw row
  - +2 more
- BB-Demo webinar entity
  - event_platform/events.csv evt_0591_webinar raw row
  - event_platform/registrations.csv evt_0591_webinar:per_1303 raw row
  - event_platform/registrations.csv evt_0591_webinar:per_1304 raw row
  - event_platform/registrations.csv evt_0591_webinar:per_1601 raw row
  - event_platform/registrations.csv evt_0591_webinar:per_1603 raw row
  - event_platform/registrations.csv evt_0591_webinar:per_1604 raw row
  - +1 more
- BB-Demo webinar entity
  - event_platform/events.csv evt_0626_webinar raw row
  - event_platform/registrations.csv evt_0626_webinar:per_0403 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_1403 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_1606 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_2805 raw row
  - event_platform/registrations.csv evt_0626_webinar:per_3603 raw row
  - +4 more
- BB-Demo webinar entity
  - event_platform/events.csv evt_1200_webinar raw row
  - event_platform/registrations.csv evt_1200_webinar:per_0206 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_1503 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_1701 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_1702 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_1804 raw row
  - +10 more
- +5 more
AI opinion page block
- Bellhurst Accountancy lost AI record
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
  - Discovery: scattered client data AI record
    - Bellhurst Accountancy / BB-Demo – Discovery entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_001 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Demo of the brain on Xero and CRM data AI record
    - Bellhurst Accountancy / BB-Demo – Demo entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_002 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Webinar invitation, no reply AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - BB-Demo webinar invitation entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0001:1 raw row
      - mailbox/threads.csv thr_067_0001 raw row
  - Discovery call scheduling AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - Discovery call next week entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0002:1 raw row
      - mailbox/messages.csv thr_067_0002:2 raw row
      - mailbox/messages.csv thr_067_0002:3 raw row
      - mailbox/threads.csv thr_067_0002 raw row
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - +5 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_067 facts table
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
AI facts page block
- Bellhurst Accountancy lost AI record
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
  - Discovery: scattered client data AI record
    - Bellhurst Accountancy / BB-Demo – Discovery entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_001 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Demo of the brain on Xero and CRM data AI record
    - Bellhurst Accountancy / BB-Demo – Demo entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_002 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Webinar invitation, no reply AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - BB-Demo webinar invitation entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0001:1 raw row
      - mailbox/threads.csv thr_067_0001 raw row
  - Discovery call scheduling AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - Discovery call next week entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0002:1 raw row
      - mailbox/messages.csv thr_067_0002:2 raw row
      - mailbox/messages.csv thr_067_0002:3 raw row
      - mailbox/threads.csv thr_067_0002 raw row
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - +5 more
Contacts page block
- Kevin Lister entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - crm/contacts.csv per_6701:org_067 raw row
- Gemma Dobson entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - crm/contacts.csv per_6702:org_067 raw row
- Polly Illingworth entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - crm/contacts.csv per_6703:org_067 raw row
Open deals (not yet analysed) page block
- Bellhurst Accountancy entity
  - crm/companies.csv org_067 raw row
Documents (not yet analysed) page block
- document_store/files.csv * raw row
hero page block
- Bellhurst Accountancy lost AI record
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
  - Discovery: scattered client data AI record
    - Bellhurst Accountancy / BB-Demo – Discovery entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_001 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Demo of the brain on Xero and CRM data AI record
    - Bellhurst Accountancy / BB-Demo – Demo entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - call_recorder/calls.csv call_067_002 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
  - Webinar invitation, no reply AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - BB-Demo webinar invitation entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0001:1 raw row
      - mailbox/threads.csv thr_067_0001 raw row
  - Discovery call scheduling AI record
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - Discovery call next week entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - mailbox/messages.csv thr_067_0002:1 raw row
      - mailbox/messages.csv thr_067_0002:2 raw row
      - mailbox/messages.csv thr_067_0002:3 raw row
      - mailbox/threads.csv thr_067_0002 raw row
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - +5 more
- facts.reconciliation_t0:org_067 facts table
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
- Bellhurst Accountancy entity
  - crm/companies.csv org_067 raw row
- Signals: Bellhurst Accountancy signals (no model)
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
Key facts page block
- Bellhurst Accountancy / BB-Demo – Demo entity
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - call_recorder/calls.csv call_067_002 raw row
- facts.reconciliation_t0:org_067 facts table
  - Bellhurst Accountancy – New entity
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - crm/deal_line_items.csv deal_067_01:1 raw row
    - crm/deal_line_items.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:1 raw row
    - crm/deal_stage_history.csv deal_067_01:2 raw row
    - crm/deal_stage_history.csv deal_067_01:3 raw row
    - +2 more
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
- Bellhurst Accountancy entity
  - crm/companies.csv org_067 raw row
- Signals: Bellhurst Accountancy signals (no model)
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
  - Bellhurst Accountancy entity
    - crm/companies.csv org_067 raw row
Evidence trail page block
- Bellhurst Accountancy entity
  - crm/companies.csv org_067 raw row
The story page block
- Customer: Bellhurst Accountancy AI record
  - Bellhurst Accountancy lost AI record
    - Bellhurst Accountancy – New entity
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - crm/deal_line_items.csv deal_067_01:1 raw row
      - crm/deal_line_items.csv deal_067_01:2 raw row
      - crm/deal_stage_history.csv deal_067_01:1 raw row
      - crm/deal_stage_history.csv deal_067_01:2 raw row
      - crm/deal_stage_history.csv deal_067_01:3 raw row
      - +2 more
    - Discovery: scattered client data AI record
      - Bellhurst Accountancy / BB-Demo – Discovery entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        call_recorder/calls.csv call_067_001 raw row
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
    - Demo of the brain on Xero and CRM data AI record
      - Bellhurst Accountancy / BB-Demo – Demo entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        call_recorder/calls.csv call_067_002 raw row
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
    - Webinar invitation, no reply AI record
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - BB-Demo webinar invitation entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        mailbox/messages.csv thr_067_0001:1 raw row
        mailbox/threads.csv thr_067_0001 raw row
    - Discovery call scheduling AI record
      - Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - Discovery call next week entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        mailbox/messages.csv thr_067_0002:1 raw row
        mailbox/messages.csv thr_067_0002:2 raw row
        mailbox/messages.csv thr_067_0002:3 raw row
        mailbox/threads.csv thr_067_0002 raw row
    - Bellhurst Accountancy entity
      - crm/companies.csv org_067 raw row
    - +5 more
  - Win-back call with Kevin Lister on Starter AI record
    - Bellhurst Accountancy lost AI record
      - Bellhurst Accountancy – New entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        crm/deal_line_items.csv deal_067_01:1 raw row
        crm/deal_line_items.csv deal_067_01:2 raw row
        crm/deal_stage_history.csv deal_067_01:1 raw row
        crm/deal_stage_history.csv deal_067_01:2 raw row
        crm/deal_stage_history.csv deal_067_01:3 raw row
        +2 more
      - Discovery: scattered client data AI record
        Bellhurst Accountancy / BB-Demo – Discovery entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        call_recorder/calls.csv call_067_001 raw row
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - Demo of the brain on Xero and CRM data AI record
        Bellhurst Accountancy / BB-Demo – Demo entity
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
        call_recorder/calls.csv call_067_002 raw row
        Bellhurst Accountancy entity
        crm/companies.csv org_067 raw row
      - +5 more
  - +2 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

Bellhurst Accountancy

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

Who to contact

Ask B