AI facts
Current to 11 Oct 26Penhallow Vets, a veterinary group in Exeter, has no subscription, order form or invoices with BB-Demo. Its one deal, a Starter new-business deal of £28,000 with an ACV of £22,000, closed lost on 30 Jan 2026 with the reason no decision. There is no usage or ticket history because the organisation never went live. Nothing is open: no deal, renewal or booked call. The last recorded interaction was on 19 Nov 2025, shortly after the 17 Nov 2025 discovery call.
AI opinion
Current to 11 Oct 26Lost, because the only deal closed lost on 30 Jan 2026 for no decision and no interaction is recorded since 19 Nov 2025. Finance's manual reconciliation across five practices was a real need, so a fresh Starter approach is the one opportunity.
Next step
Current to 11 Oct 26- What
- Tom Ashdown emails Rob Allott with a fresh Starter offer at the v2 list price and proposes a demo on Penhallow's own finance data. re_engage
- Who
Tom Ashdown
- When
- this_week by 9 Oct 2026
- Why
- Tom Ashdown should reopen Penhallow Vets with Rob Allott through a fresh Starter offer on the current list price. The only deal closed lost on 30 Jan 2026 for no decision, not to a rival, and nothing is recorded since 19 Nov 2025.
Profile
Updated 9 Oct 26- IndustryVeterinary servicesSource: CRM company record
- Websitepenhallow.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityExeterSource: CRM company record
- Size340 employeesSource: CRM company record
- CRM ownerTom AshdownSource: 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 contact19 Nov 2025Email: Following up · 324 days before 9 Oct 2026
The story
Current to 11 Oct 26Lost: Penhallow Vets never became a customer. Its only Starter deal of £28,000 closed lost on 30 Jan 2026 for no decision, and nothing is recorded since 19 Nov 2025. Tom Ashdown should reopen with Rob Allott on a fresh Starter offer.
Lost, Penhallow Vets never became a customer. Its only deal, a Starter new-business deal of £28,000, closed lost on 30 Jan 2026 for no decision, and there is no order form or invoice.
There is no usage or ticket history because it never went live. Tom Ashdown held the 17 Nov 2025 discovery call with Yasmin Lomax and Rob Allott, the Finance Director, who asked for terms and a demo on 18 Nov 2025.
Nothing is recorded since 19 Nov 2025. The £19,500 renewal figure quoted on discovery no longer applies, and the four sources named already fill the Starter connector limit.
Tom should email Rob a fresh Starter offer at the v2 list price of £22,000 and propose a demo on Penhallow's own finance data by 9 Oct 2026, with Hannah Lowe preparing the outline.
ARR journey
Platform usage
Documents
Open deals
Open tickets
Activity
- 18 Nov 2025email_threadFollowing up
- 17 Nov 2025callPenhallow Vets / BB-Demo – Discovery
- 18 Sep 2025eventBB-Demo webinar
+14
- 29 Aug 2025dealPenhallow Vets – New
- 20 Jun 2024eventBB-Demo webinar
+10
Contacts
Evidence trail
Updated 9 Oct 26Penhallow Vets' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 2 AI summaries of 3 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
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- 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_12402 raw row
- event_platform/registrations.csv evt_0626_webinar:per_1403 raw row
- event_platform/registrations.csv evt_0626_webinar:per_14501 raw row
- event_platform/registrations.csv evt_0626_webinar:per_14601 raw row
- +7 more
- BB-Demo webinar entity
- event_platform/events.csv evt_1081_webinar raw row
- event_platform/registrations.csv evt_1081_webinar:per_13103 raw row
- event_platform/registrations.csv evt_1081_webinar:per_13602 raw row
- event_platform/registrations.csv evt_1081_webinar:per_13703 raw row
- event_platform/registrations.csv evt_1081_webinar:per_15002 raw row
- event_platform/registrations.csv evt_1081_webinar:per_1501 raw row
- +11 more
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets / BB-Demo – Discovery entity
- AI opinion page block
- Penhallow Vets lost prospect AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- +3 more
- Penhallow Vets – New entity
- Penhallow Vets lost prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets – New entity
- facts.arr_monthly:org_075 facts table
- AI facts page block
- Penhallow Vets lost prospect AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- +3 more
- Penhallow Vets – New entity
- Penhallow Vets lost prospect AI record
- Contacts page block
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Rob Allott entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7502:org_075 raw row
- Penhallow Vets entity
- Ian Dobson entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7503:org_075 raw row
- Penhallow Vets entity
- Yasmin Lomax entity
- Open deals (not yet analysed) page block
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- Documents (not yet analysed) page block
- document_store/files.csv * raw row
- hero page block
- Penhallow Vets lost prospect AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/contacts.csv per_7501:org_075 raw row
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- +3 more
- Penhallow Vets – New entity
- facts.reconciliation_t0:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Signals: Penhallow Vets signals (no model)
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- Penhallow Vets lost prospect AI record
- Key facts page block
- facts.reconciliation_t0:org_075 facts table
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Signals: Penhallow Vets signals (no model)
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- facts.reconciliation_t0:org_075 facts table
- Evidence trail page block
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- The story page block
- Customer: Penhallow Vets AI record
- Penhallow Vets lost prospect AI record
- Penhallow Vets – New entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- crm/deal_line_items.csv deal_075_01:1 raw row
- crm/deal_line_items.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:1 raw row
- crm/deal_stage_history.csv deal_075_01:2 raw row
- crm/deal_stage_history.csv deal_075_01:3 raw row
- +1 more
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- mailbox/messages.csv thr_075_0001:1 raw row
- mailbox/messages.csv thr_075_0001:2 raw row
- mailbox/threads.csv thr_075_0001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Yasmin Lomax, Head of Revenue Operations AI record
- Discovery for five-practice reporting AI record
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- call_recorder/calls.csv call_075_001 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets / BB-Demo – Discovery entity
- Penhallow Vets asks for terms and demo AI record
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Following up entity
- Penhallow Vets entity
- crm/companies.csv org_075 raw row
- Penhallow Vets entity
- Penhallow Vets entity
- Discovery for five-practice reporting AI record
- +3 more
- Penhallow Vets – New entity
- Penhallow Vets lost prospect AI record
- Customer: Penhallow Vets AI record
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block