Trevanion Marine

Lost£0

AI facts

Current to 11 Oct 26

Trevanion Marine, a Plymouth marine services business, holds no contract with BB-Demo: no executed order form, no invoices and £0 ARR in the CRM. Tom Ashdown proposed Starter on 6 Nov 2023 at £22,000 a year plus £6,000 implementation, £28,000 in year one, and the customer signature line is blank. No platform usage or tickets are recorded. The new-business deal closed lost on 24 Nov 2023 with the reason timing, and the last interaction was a conference invitation on 25 Feb 2025.

Read from 3 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 25 Feb 25

AImade from

AI opinion

Current to 11 Oct 26

Lost, because the only deal closed lost on 24 Nov 2023 and the CRM stage is lost. No conversation with Ian Nuttall or Chris Openshaw is recorded since 13 Nov 2023. The stated lost reason was timing, so a renewed Starter approach could be tested.

Signals Trevanion Marine – New Document roll-up Proposal, Trevanion Marine Trevanion Marine / BB-Demo – Proposal Data leaders conference invitation

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Tom Ashdown emails Ian Nuttall to reopen a Starter conversation at one clear price of £22,000 a year plus £6,000 implementation, with written answers on security and contract length for Chris Openshaw. re_engage
Who: Tom Ashdown
When: this_week by 9 Oct 2026
Why: Tom Ashdown should reopen Trevanion Marine with Ian Nuttall: one clear Starter price of £22,000 plus £6,000 implementation, and written answers to Chris Openshaw's open security and contract length questions. The deal was lost on timing, not price.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryMarine services
Websitetrevanion.example
CountryUnited Kingdom
HQ cityPlymouth
Size160 employees
CRM ownerTom Ashdown
TypeProspectdiffers
StateLost

CRMmade from

Key facts

Updated 9 Oct 26

Last contact25 Feb 2025

Computedmade from

The story

Current to 11 Oct 26

Lost

Lost: Trevanion Marine never signed. The only Starter deal closed lost on 24 Nov 2023 for timing, and no order form or invoice exists. Tom Ashdown should reopen with Ian Nuttall at one clear Starter price, with answers on security and term for Chris Openshaw.

Lost. Trevanion Marine never signed: the only Starter deal closed lost on 24 Nov 2023 for timing, and the 6 Nov 2023 proposal at £22,000 a year plus £6,000 implementation is unsigned. No invoices exist and the CRM holds £0 ARR.

No usage or tickets are recorded, because the brain was never deployed. Ian Nuttall, Operations Director and champion, saw the demo on 19 Oct 2023, and Chris Openshaw, Managing Director, holds the sign-off.

Chris raised data security and contract length on 13 Nov 2023, and no customer reply is recorded since. The 9 Nov 2023 call quoted a £19,500 renewal price against £22,000 in both proposals, so the price expectation is unclear.

Tom Ashdown should email Ian by 9 Oct 2026 to reopen Starter at one clear price of £22,000 plus £6,000 implementation, with written security and term answers for Chris. Tobias Renwick prepares the security note.

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

2 documents in 1 folders. 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 Starter proposal draft · proposal · 1 Nov 2023
- Starter tier proposal, unsigned draft · proposal · 6 Nov 2023

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

12 Mar 2025eventData leaders conference (BB-Demo stand) Sofia Marchetti, Elliot Kirkby, Lee Garside, Karen Midgley, Markus Krause, Dan Firth, Sam Nuttall+4
25 Feb 2025email_threadData leaders conference invitation Sofia Marchetti, Sam Nuttall
13 Nov 2023email_threadProposal, Trevanion Marine Tom Ashdown, Ian Nuttall, Chris Openshaw
9 Nov 2023callTrevanion Marine / BB-Demo – Proposal Tom Ashdown, Ian Nuttall, Chris Openshaw
6 Nov 2023documentTrevanion Marine - Proposal Tom Ashdown
1 Nov 2023documentTrevanion Marine - Proposal v1 Tom Ashdown
19 Oct 2023callTrevanion Marine / BB-Demo – Demo Tom Ashdown, Tobias Renwick, Ian Nuttall
2 Oct 2023callTrevanion Marine / BB-Demo – Discovery Tom Ashdown, Ian Nuttall
25 Sep 2023email_threadQuick chat about Trevanion Marine Tom Ashdown, Ian Nuttall
11 Sep 2023dealTrevanion Marine – New Tom Ashdown, Ian Nuttall

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

Trevanion Marine's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 8 AI summaries of 9 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
- Trevanion Marine / BB-Demo – Discovery entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - call_recorder/calls.csv call_070_001 raw row
- Trevanion Marine / BB-Demo – Demo entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - call_recorder/calls.csv call_070_002 raw row
- Trevanion Marine / BB-Demo – Proposal entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - call_recorder/calls.csv call_070_003 raw row
- Trevanion Marine – New entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - crm/deal_line_items.csv deal_070_01:1 raw row
  - crm/deal_line_items.csv deal_070_01:2 raw row
  - crm/deal_stage_history.csv deal_070_01:1 raw row
  - crm/deal_stage_history.csv deal_070_01:2 raw row
  - crm/deal_stage_history.csv deal_070_01:3 raw row
  - +3 more
- Trevanion Marine - Proposal v1 entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - document_store/files.csv doc_070_001 raw row
- Trevanion Marine - Proposal entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - document_store/files.csv doc_070_002 raw row
- +4 more
AI opinion page block
- Trevanion Marine lost prospect AI record
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
  - Trevanion Marine: two proposals, none executed AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine - Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_002 raw row
    - Starter proposal v1 (draft) AI record
      - Trevanion Marine - Proposal v1 entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_001 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine Starter proposal AI record
      - Trevanion Marine - Proposal entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_002 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Discovery call on manual cross-system work AI record
    - Trevanion Marine / BB-Demo – Discovery entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter demo on Trevanion's own data AI record
    - Trevanion Marine / BB-Demo – Demo entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_002 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal walk-through AI record
    - Trevanion Marine / BB-Demo – Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_003 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal v1 (draft) AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - +10 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_070 facts table
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
AI facts page block
- Trevanion Marine lost prospect AI record
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
  - Trevanion Marine: two proposals, none executed AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine - Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_002 raw row
    - Starter proposal v1 (draft) AI record
      - Trevanion Marine - Proposal v1 entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_001 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine Starter proposal AI record
      - Trevanion Marine - Proposal entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_002 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Discovery call on manual cross-system work AI record
    - Trevanion Marine / BB-Demo – Discovery entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter demo on Trevanion's own data AI record
    - Trevanion Marine / BB-Demo – Demo entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_002 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal walk-through AI record
    - Trevanion Marine / BB-Demo – Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_003 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal v1 (draft) AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - +10 more
Contacts page block
- Ian Nuttall entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - crm/contacts.csv per_7001:org_070 raw row
- Chris Openshaw entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - crm/contacts.csv per_7002:org_070 raw row
- Sam Nuttall entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - crm/contacts.csv per_7003:org_070 raw row
Open deals (not yet analysed) page block
- Trevanion Marine entity
  - crm/companies.csv org_070 raw row
Documents page block
- Trevanion Marine - Proposal v1 entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - document_store/files.csv doc_070_001 raw row
- Trevanion Marine - Proposal entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - document_store/files.csv doc_070_002 raw row
hero page block
- Trevanion Marine lost prospect AI record
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
  - Trevanion Marine: two proposals, none executed AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine - Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_002 raw row
    - Starter proposal v1 (draft) AI record
      - Trevanion Marine - Proposal v1 entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_001 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine Starter proposal AI record
      - Trevanion Marine - Proposal entity
        Trevanion Marine entity
        crm/companies.csv org_070 raw row
        document_store/files.csv doc_070_002 raw row
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Discovery call on manual cross-system work AI record
    - Trevanion Marine / BB-Demo – Discovery entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter demo on Trevanion's own data AI record
    - Trevanion Marine / BB-Demo – Demo entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_002 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal walk-through AI record
    - Trevanion Marine / BB-Demo – Proposal entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - call_recorder/calls.csv call_070_003 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - Starter proposal v1 (draft) AI record
    - Trevanion Marine - Proposal v1 entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - document_store/files.csv doc_070_001 raw row
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
  - +10 more
- facts.reconciliation_t0:org_070 facts table
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
- Trevanion Marine entity
  - crm/companies.csv org_070 raw row
- Signals: Trevanion Marine signals (no model)
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
Key facts page block
- facts.reconciliation_t0:org_070 facts table
  - Trevanion Marine – New entity
    - Trevanion Marine entity
      - crm/companies.csv org_070 raw row
    - crm/deal_line_items.csv deal_070_01:1 raw row
    - crm/deal_line_items.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:1 raw row
    - crm/deal_stage_history.csv deal_070_01:2 raw row
    - crm/deal_stage_history.csv deal_070_01:3 raw row
    - +3 more
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
- Trevanion Marine entity
  - crm/companies.csv org_070 raw row
- Signals: Trevanion Marine signals (no model)
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
- Data leaders conference invitation entity
  - Trevanion Marine entity
    - crm/companies.csv org_070 raw row
  - mailbox/messages.csv thr_070_0003:1 raw row
  - mailbox/threads.csv thr_070_0003 raw row
Evidence trail page block
- Trevanion Marine entity
  - crm/companies.csv org_070 raw row
The story page block
- Customer: Trevanion Marine AI record
  - Trevanion Marine lost prospect AI record
    - Trevanion Marine – New entity
      - Trevanion Marine entity
        crm/companies.csv org_070 raw row
      - crm/deal_line_items.csv deal_070_01:1 raw row
      - crm/deal_line_items.csv deal_070_01:2 raw row
      - crm/deal_stage_history.csv deal_070_01:1 raw row
      - crm/deal_stage_history.csv deal_070_01:2 raw row
      - crm/deal_stage_history.csv deal_070_01:3 raw row
      - +3 more
    - Trevanion Marine: two proposals, none executed AI record
      - Trevanion Marine - Proposal v1 entity
    - +10 more
  - +7 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 · Documents · 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

Trevanion Marine

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

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