Hallam Ferrier

AI facts

Current to 14 Oct 26

Hallam Ferrier is a Sheffield accountancy prospect with no executed order form, no invoices and £0 ARR. The final proposal of 10 Sep 2026 prices a Growth subscription at £50k a year and the total deal at £62k including implementation. There is no usage or ticket history. Open deal deal_090_01 is at CRM stage proposal, expected to close 13 Nov 2026, and a negotiation call is booked for 15 Oct 2026. The 14 Aug 2026 security questionnaire leaves certifications and sub-processors unanswered.

Read from 4 calls · 8 email threads · 1 deals · 6 people · 3 documents, newest 10 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryAccountancy
Websitehallamferrier.example
CountryUnited Kingdom
HQ citySheffield
Size420 employees
CRM ownerHarvey Doyle
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 14 Oct 26

Prospect, because nothing is signed and Richard Staniforth will not sign before the partners agree. Fiona Drummond is a strong champion who has seen the product work at a previous firm, but the per-partner value case and access design are still owed.

Signals Document roll-up Hallam Ferrier / BB-Demo – Proposal Your proposal for Hallam Ferrier Hallam Ferrier - Security Questionnaire Hallam Ferrier

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £62,000
Last contact11 Sep 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Harvey Doyle agrees a one-page cost per partner summary with Fiona Drummond and sends it to Richard Staniforth before the 15 Oct 2026 negotiation call. proposal
Who: Harvey Doyle
When: This week by 9 Oct 2026
Why: Harvey Doyle should agree a one-page cost per partner summary with Fiona Drummond and send it to Richard Staniforth before the 15 Oct 2026 negotiation call. Richard's first test is the cost per partner, and no record yet shows that figure.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Hallam Ferrier has an open Growth proposal at £50k a year, £62k total with implementation, and no order form. Richard Staniforth will not sign before the partners agree. A negotiation call is booked for 15 Oct 2026.

Prospect Hallam Ferrier has no executed order form, so there are no contract or renewal dates. The 10 Sep 2026 Growth proposal is an open item at £50k a year, £62k total with implementation.

There is no usage, ticket or invoice history. Fiona Drummond, Head of Client Operations, champions the deal after seeing the product work at a previous firm, while Richard Staniforth, Managing Partner, will not sign before the partners agree.

Richard doubts adoption beyond a few enthusiasts and wants the cost per partner on one page. The 14 Aug 2026 security questionnaire leaves certifications and sub-processors unanswered, and the CRM's open deal names Matteo Ricci while Harvey Doyle owns the record.

Harvey should agree a one-page cost per partner summary with Fiona and send it to Richard by 9 Oct 2026, ahead of the negotiation call booked for 15 Oct 2026 at 10:15.

AI · claude-opus-5-5 · 14 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 · 7 Sep 2026
- Growth tier proposal issued · proposal · 10 Sep 2026
Security (1)
- Security questionnaire for Growth evaluation issued · security questionnaire · 14 Aug 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Hallam Ferrier – New	proposal	£62,000	13 Nov 2026

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

19 Nov 2026eventBB-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Imran Qureshi, Linnea Holm, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil Catterall+33
15 Oct 2026callHallam Ferrier / BB-Demo – Negotiation Harvey Doyle, Owen Tallis, Richard Staniforth, Fiona Drummond, Joanne Unwin+2
22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Imran Qureshi, Liz Waddington, Marie Wouters, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana Kurtz+36
10 Sep 2026email_threadYour proposal for Hallam Ferrier Harvey Doyle, Fiona Drummond, Richard Staniforth
10 Sep 2026documentHallam Ferrier - Proposal Matteo Ricci
10 Sep 2026callHallam Ferrier / BB-Demo – Proposal Harvey Doyle, Fiona Drummond, Richard Staniforth
7 Sep 2026documentHallam Ferrier - Proposal v1 Matteo Ricci
14 Aug 2026documentHallam Ferrier - Security Questionnaire Theo Gallagher
10 Aug 2026email_threadDemo follow-up and your questions on connecting your systems Sophie Ling, Theo Gallagher, Fiona Drummond, Shabana Iqbal, Becca Hague+2
10 Aug 2026callHallam Ferrier / BB-Demo – Demo Sophie Ling, Theo Gallagher, Fiona Drummond, Shabana Iqbal, Becca Hague+2
6 Aug 2026email_threadSetting up the demo Sophie Ling, Fiona Drummond
16 Jul 2026eventBB-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
15 Jul 2026email_threadFollowing up on our discovery conversation Matteo Ricci, Fiona Drummond, Richard Staniforth
13 Jul 2026callHallam Ferrier / BB-Demo – Discovery Matteo Ricci, Fiona Drummond, Richard Staniforth
1 Jul 2026email_threadWebinar on Thursday 16 July 2026: would you like a place? Alice Brewer, Joanne Unwin
18 Jun 2026eventBB-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+26
8 Jun 2026dealHallam Ferrier – New Matteo Ricci, Fiona Drummond
27 May 2026email_threadJoin us online on Thursday 18 June 2026 Alice Brewer, Joanne Unwin
19 Feb 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville Hirst+31
9 Feb 2026email_threadWebinar invitation for Thursday 19 February 2026 Alice Brewer, Neville Hirst
16 Oct 2025eventBB-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Liz Waddington, Bas Vermeulen, Ida Mortensen, Anders Thomsen, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue Ditchfield+28
5 Oct 2025email_threadInvitation: BB-Demo webinar on Thursday 16 October 2025 Alice Brewer, Joanne Unwin

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

Hallam Ferrier's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 15 AI summaries of 16 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Hallam Ferrier / BB-Demo – Discovery entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - call_recorder/calls.csv call_090_001 raw row
- Hallam Ferrier / BB-Demo – Demo entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - call_recorder/calls.csv call_090_002 raw row
- Hallam Ferrier / BB-Demo – Proposal entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - call_recorder/calls.csv call_090_003 raw row
- Hallam Ferrier / BB-Demo – Negotiation entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - call_recorder/calls.csv call_090_004 raw row
- Hallam Ferrier – New entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/deal_line_items.csv deal_090_01:1 raw row
  - crm/deal_line_items.csv deal_090_01:2 raw row
  - crm/deal_stage_history.csv deal_090_01:1 raw row
  - crm/deal_stage_history.csv deal_090_01:2 raw row
  - crm/deal_stage_history.csv deal_090_01:3 raw row
  - +2 more
- Hallam Ferrier - Security Questionnaire entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - document_store/files.csv doc_090_001 raw row
- +16 more
AI opinion page block
- Hallam Ferrier: prospect, proposal open AI record
  - Hallam Ferrier – New entity
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
    - crm/deal_line_items.csv deal_090_01:1 raw row
    - crm/deal_line_items.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:1 raw row
    - crm/deal_stage_history.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:3 raw row
    - +2 more
  - Hallam Ferrier: proposals only, nothing signed AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier - Proposal v1 entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_002 raw row
    - Hallam Ferrier - Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_003 raw row
    - Security questionnaire for Growth evaluation AI record
      - Hallam Ferrier - Security Questionnaire entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_001 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Hallam Ferrier Growth proposal, draft v1 AI record
      - Hallam Ferrier - Proposal v1 entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_002 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Growth tier proposal for Hallam Ferrier AI record
      - Hallam Ferrier - Proposal entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_003 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - +1 more
  - Discovery: firm-wide client view AI record
    - Hallam Ferrier / BB-Demo – Discovery entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Demo for Hallam Ferrier partners' concerns AI record
    - Hallam Ferrier / BB-Demo – Demo entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_002 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Growth proposal and partners' sign-off AI record
    - Hallam Ferrier / BB-Demo – Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_003 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Security questionnaire for Growth evaluation AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - +19 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_090 facts table
  - Hallam Ferrier – New entity
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
    - crm/deal_line_items.csv deal_090_01:1 raw row
    - crm/deal_line_items.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:1 raw row
    - crm/deal_stage_history.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:3 raw row
    - +2 more
AI facts page block
- Hallam Ferrier: prospect, proposal open AI record
  - Hallam Ferrier – New entity
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
    - crm/deal_line_items.csv deal_090_01:1 raw row
    - crm/deal_line_items.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:1 raw row
    - crm/deal_stage_history.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:3 raw row
    - +2 more
  - Hallam Ferrier: proposals only, nothing signed AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier - Proposal v1 entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_002 raw row
    - Hallam Ferrier - Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_003 raw row
    - Security questionnaire for Growth evaluation AI record
      - Hallam Ferrier - Security Questionnaire entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_001 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Hallam Ferrier Growth proposal, draft v1 AI record
      - Hallam Ferrier - Proposal v1 entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_002 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Growth tier proposal for Hallam Ferrier AI record
      - Hallam Ferrier - Proposal entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_003 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - +1 more
  - Discovery: firm-wide client view AI record
    - Hallam Ferrier / BB-Demo – Discovery entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Demo for Hallam Ferrier partners' concerns AI record
    - Hallam Ferrier / BB-Demo – Demo entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_002 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Growth proposal and partners' sign-off AI record
    - Hallam Ferrier / BB-Demo – Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_003 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Security questionnaire for Growth evaluation AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - +19 more
Contacts page block
- Fiona Drummond entity
  - crm/contacts.csv per_8801:org_088 raw row
  - crm/contacts.csv per_8801:org_090 raw row
  - product_analytics/users.csv usr_088_002 raw row
- Richard Staniforth entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/contacts.csv per_9001:org_090 raw row
- Shabana Iqbal entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/contacts.csv per_9002:org_090 raw row
- Neville Hirst entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/contacts.csv per_9003:org_090 raw row
- Joanne Unwin entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/contacts.csv per_9004:org_090 raw row
- Becca Hague entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/contacts.csv per_9005:org_090 raw row
Open deals page block
- Hallam Ferrier – New entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/deal_line_items.csv deal_090_01:1 raw row
  - crm/deal_line_items.csv deal_090_01:2 raw row
  - crm/deal_stage_history.csv deal_090_01:1 raw row
  - crm/deal_stage_history.csv deal_090_01:2 raw row
  - crm/deal_stage_history.csv deal_090_01:3 raw row
  - +2 more
Documents page block
- Hallam Ferrier - Security Questionnaire entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - document_store/files.csv doc_090_001 raw row
- Hallam Ferrier - Proposal v1 entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - document_store/files.csv doc_090_002 raw row
- Hallam Ferrier - Proposal entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - document_store/files.csv doc_090_003 raw row
hero page block
- Hallam Ferrier: prospect, proposal open AI record
  - Hallam Ferrier – New entity
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
    - crm/deal_line_items.csv deal_090_01:1 raw row
    - crm/deal_line_items.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:1 raw row
    - crm/deal_stage_history.csv deal_090_01:2 raw row
    - crm/deal_stage_history.csv deal_090_01:3 raw row
    - +2 more
  - Hallam Ferrier: proposals only, nothing signed AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier - Proposal v1 entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_002 raw row
    - Hallam Ferrier - Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_003 raw row
    - Security questionnaire for Growth evaluation AI record
      - Hallam Ferrier - Security Questionnaire entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_001 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Hallam Ferrier Growth proposal, draft v1 AI record
      - Hallam Ferrier - Proposal v1 entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_002 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - Growth tier proposal for Hallam Ferrier AI record
      - Hallam Ferrier - Proposal entity
        Hallam Ferrier entity
        crm/companies.csv org_090 raw row
        document_store/files.csv doc_090_003 raw row
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
    - +1 more
  - Discovery: firm-wide client view AI record
    - Hallam Ferrier / BB-Demo – Discovery entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Demo for Hallam Ferrier partners' concerns AI record
    - Hallam Ferrier / BB-Demo – Demo entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_002 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Growth proposal and partners' sign-off AI record
    - Hallam Ferrier / BB-Demo – Proposal entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - call_recorder/calls.csv call_090_003 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - Security questionnaire for Growth evaluation AI record
    - Hallam Ferrier - Security Questionnaire entity
      - Hallam Ferrier entity
        crm/companies.csv org_090 raw row
      - document_store/files.csv doc_090_001 raw row
    - Hallam Ferrier entity
      - crm/companies.csv org_090 raw row
  - +19 more
- Hallam Ferrier – New entity
  - Hallam Ferrier entity
    - crm/companies.csv org_090 raw row
  - crm/deal_line_items.csv deal_090_01:1 raw row
  - crm/deal_line_items.csv deal_090_01:2 raw row
  - crm/deal_stage_history.csv deal_090_01:1 raw row
  - +2 more
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 · Events · Email · Usage

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	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Hallam Ferrier

AI facts

Profile

AI opinion

Key facts

Next step

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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