AI facts
Current to 13 Oct 26Quennell Harte holds a Starter subscription under the order form signed 3 Jul 2026: £22k a year plus £6,000 implementation, term 17 Jul 2026 to 16 Jul 2027. Active users rose from 4 in 2026-07 to 11 in 2026-09 (175%), against 15 licensed users. The renewal falls on 17 Jul 2027, 281 days away, at £22k, and no open deal is recorded. Both invoices were paid within terms, and one access ticket has been raised.
Profile
Updated 9 Oct 26- IndustryProfessional servicesSource: CRM company record
- Websitequennellharte.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityBristolSource: CRM company record
- Size140 employeesSource: CRM company record
- CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Amara Obi
- Customer since17 Jul 2026Source: first executed order form ctr_100_01, signed 3 Jul 2026 · Starter tier · In the CRM since 23 Mar 2026
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateHealthySource: AI assessment · Written 13 Oct 2026
AI opinion
Current to 13 Oct 26Healthy, because users and questions are climbing fast since the 17 Jul 2026 start and both invoices were paid within terms. One unnamed user asks 41% of questions, a key-person risk. Ben Tozer's questions on restricting financial data and extra connectors point to a Growth upgrade.
Key facts
Updated 9 Oct 26- Contracted ARR£22,000Source: executed order form ctr_100_01, 17 Jul 2026 to 16 Jul 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
- Next renewal17 Jul 2027Basis: order form ctr_100_01 ends 16 Jul 2027 · In 281 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term17 Jul 2026 to 16 Jul 2027Source: order form ctr_100_01 (new), signed 3 Jul 2026 · Billed annually · 15 seats, 4 connectors
- TierStarterSource: the current order form
- Last contact18 Aug 2026Call: Quennell Harte / BB-Demo – Training · 52 days before 9 Oct 2026
- Tenanteu-west-2Source: product analytics, reporting since Jul 2026 · 3 connectors configured
- Licensed seats1511 active users in Sep 2026 · Order form ctr_100_01: 15 seats
Next step
Current to 13 Oct 26- What
- Amara Obi holds the first check-in with Ellie Rowcliffe and Ben Tozer to turn their asks for financial data restrictions and extra connectors into a written Growth upgrade scope. upsell
- Who
Amara Obi
- When
- This week by 9 Oct 2026
- Why
- Amara Obi should hold the first check-in with Ellie Rowcliffe and Ben Tozer to scope a Growth upgrade. Ben has asked for financial data restrictions and more connectors, and all four Starter connectors are already in use.
The story
Current to 14 Oct 26Healthy: Starter at £22k a year to 16 Jul 2027, with users up from 4 to 11 and questions from 33 to 301 since 2026-07 and invoices paid within terms. Amara Obi should scope a Growth upgrade with Ellie Rowcliffe and Ben Tozer.
Healthy: Quennell Harte holds a Starter subscription at £22k a year under the order form executed 3 Jul 2026, term 17 Jul 2026 to 16 Jul 2027. Renewal is 17 Jul 2027, 281 days away, and both invoices were paid within terms.
Active users rose from 4 in 2026-07 to 11 in 2026-09 against 15 licensed, and questions from 33 to 301. One unnamed user asks 41% of questions over 90 days, and Ben Tozer is the only active admin.
The only ticket, raised on 17 Sep 2026, was a routine user request. The main risk is one missing source: three connectors are configured in 2026-09, though the 18 Aug 2026 training call reported all four live.
Amara Obi should hold the first check-in with Ellie Rowcliffe and Ben by 9 Oct 2026 to scope a Growth upgrade, with Sophie Ling preparing terms for Simon Harte.
ARR journey
Updated 9 Oct 26One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_100.
Show the figures as a table
| Month | Contracted ARR | Invoiced ARR |
|---|---|---|
| Jul 26 | £22,000 | £22,000 |
| Aug 26 | £22,000 | £22,000 |
| Sep 26 | £22,000 | £22,000 |
Platform usage
Updated 9 Oct 26Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 11; Licensed seats 15; Questions asked 301. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.
Show the figures as a table
| Month | Active users | Licensed seats | Questions asked |
|---|---|---|---|
| Jul 26 | 4 | 15 | 33 |
| Aug 26 | 8 | 15 | 94 |
| Sep 26 | 11 | 15 | 301 |
Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 2.0 GB. Basis: product usage, facts.usage_monthly:org_100, signals:org_100.
Show the figures as a table
| Month | Connectors configured | Active admins | Data volume |
|---|---|---|---|
| Jul 26 | 1 | 1 | 0.64 GB |
| Aug 26 | 3 | 1 | 1.97 GB |
| Sep 26 | 3 | 1 | 2.01 GB |
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (4)
- Draft master services agreement, Starter tier draft · contract · 12 Jun 2026
- Starter tier master services agreement executed · contract · 3 Jul 2026
- Signed data processing agreement executed · dpa · 3 Jul 2026
- Signed Starter order form executed · order form · 3 Jul 2026
- Onboarding (1)
- Four-week Starter onboarding plan issued · onboarding plan · 22 Jul 2026
- Proposals (2)
- Starter tier draft proposal draft · proposal · 20 May 2026
- Starter tier proposal issued · proposal · 26 May 2026
Open deals
Open tickets
Activity
- 22 Sep 2026eventRevenue leaders roundtable
+36
- 17 Sep 2026ticketAdding a new user account
- 18 Aug 2026callQuennell Harte / BB-Demo – Training
- 7 Aug 2026callQuennell Harte / BB-Demo – Onboarding
- 3 Aug 2026callQuennell Harte / BB-Demo – Onboarding
- 27 Jul 2026email_threadQuick check-in after kickoff
- 24 Jul 2026callQuennell Harte / BB-Demo – Kickoff
- 22 Jul 2026documentQuennell Harte - Onboarding Plan
- 17 Jul 2026email_threadInvoice INV-100-0002
- 17 Jul 2026invoiceINV-100-0002
- 16 Jul 2026email_threadKickoff meeting
- 6 Jul 2026email_threadImplementation invoice, INV-100-0001
- 6 Jul 2026invoiceINV-100-0001
- 3 Jul 2026documentQuennell Harte - Order Form (signed)
- 3 Jul 2026documentQuennell Harte - Data Processing Agreement (signed)
- 3 Jul 2026documentQuennell Harte - Master Services Agreement (signed)
- 1 Jul 2026email_threadOrder form, ready for signature
- 15 Jun 2026callQuennell Harte / BB-Demo – Negotiation
+2
- 12 Jun 2026documentQuennell Harte - Master Services Agreement v2
- 11 Jun 2026email_threadContract negotiation, scheduling a call
- 28 May 2026callQuennell Harte / BB-Demo – Proposal
- 26 May 2026eventRevenue leaders roundtable
+39
- 26 May 2026documentQuennell Harte - Proposal
- 22 May 2026email_threadProposal review, timing for conversation
- 20 May 2026documentQuennell Harte - Proposal v1
- 6 May 2026callQuennell Harte / BB-Demo – Demo
+1
- 15 Apr 2026email_threadQuennell Harte, next steps after discovery call
- 15 Apr 2026callQuennell Harte / BB-Demo – Discovery
- 23 Mar 2026dealQuennell Harte – New
- 11 Mar 2026eventData leaders conference (BB-Demo stand)
+16
- 14 Feb 2026email_threadData leaders conference: you're invited
- 23 Sep 2025eventRevenue leaders roundtable
+37
Contacts
Evidence trail
Updated 9 Oct 26Quennell Harte's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 7 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Quennell Harte / BB-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte / BB-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte / BB-Demo – Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_003 raw row
- Quennell Harte entity
- Quennell Harte / BB-Demo – Negotiation entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_004 raw row
- Quennell Harte entity
- Quennell Harte / BB-Demo – Kickoff entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_005 raw row
- Quennell Harte entity
- Quennell Harte / BB-Demo – Onboarding entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_006 raw row
- Quennell Harte entity
- +26 more
- Quennell Harte / BB-Demo – Discovery entity
- AI opinion page block
- Quennell Harte healthy AI record
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- Quennell Harte: executed Starter paper AI record
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_006 raw row
- Quennell Harte entity
- +9 more
- Quennell Harte - Proposal v1 entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Discovery: manual client and finance data AI record
- Quennell Harte / BB-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BB-Demo – Discovery entity
- Demo: brain on similar data, ready for terms AI record
- Quennell Harte / BB-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BB-Demo – Demo entity
- +30 more
- Quennell Harte – New entity
- Quennell Harte healthy AI record
- ARR journey page block
- facts.arr_monthly:org_100 facts table
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Quennell Harte – New entity
- facts.arr_monthly:org_100 facts table
- AI facts page block
- Quennell Harte healthy AI record
- Quennell Harte – New entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- contracts/order_form_lines.csv ctr_100_01:1 raw row
- contracts/order_form_lines.csv ctr_100_01:2 raw row
- contracts/order_forms.csv ctr_100_01 raw row
- crm/deal_line_items.csv deal_100_01:1 raw row
- crm/deal_line_items.csv deal_100_01:2 raw row
- +7 more
- Quennell Harte entity
- Quennell Harte: executed Starter paper AI record
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_006 raw row
- Quennell Harte entity
- +9 more
- Quennell Harte - Proposal v1 entity
- INV-100-0001 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_001:1 raw row
- accounting/invoices.csv inv_100_001 raw row
- accounting/payments.csv pay_100_001 raw row
- Quennell Harte entity
- INV-100-0002 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- accounting/invoice_lines.csv inv_100_002:1 raw row
- accounting/invoices.csv inv_100_002 raw row
- accounting/payments.csv pay_100_002 raw row
- Quennell Harte entity
- Discovery: manual client and finance data AI record
- Quennell Harte / BB-Demo – Discovery entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_001 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BB-Demo – Discovery entity
- Demo: brain on similar data, ready for terms AI record
- Quennell Harte / BB-Demo – Demo entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- call_recorder/calls.csv call_100_002 raw row
- Quennell Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte / BB-Demo – Demo entity
- +30 more
- Quennell Harte – New entity
- Quennell Harte healthy AI record
- Contacts page block
- Ellie Rowcliffe entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10001:org_100 raw row
- product_analytics/users.csv usr_100_002 raw row
- Quennell Harte entity
- Simon Harte entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10002:org_100 raw row
- product_analytics/users.csv usr_100_003 raw row
- Quennell Harte entity
- Ben Tozer entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10003:org_100 raw row
- product_analytics/users.csv usr_100_001 raw row
- Quennell Harte entity
- Louise Pring entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- crm/contacts.csv per_10004:org_100 raw row
- Quennell Harte entity
- Ellie Rowcliffe entity
- Open deals (not yet analysed) page block
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- Quennell Harte entity
- Documents page block
- Quennell Harte - Proposal v1 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_001 raw row
- Quennell Harte entity
- Quennell Harte - Proposal entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_002 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement v2 entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_003 raw row
- Quennell Harte entity
- Quennell Harte - Master Services Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_004 raw row
- Quennell Harte entity
- Quennell Harte - Data Processing Agreement (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- product_analytics/tenants.csv org_100 raw row
- document_store/files.csv doc_100_005 raw row
- Quennell Harte entity
- Quennell Harte - Order Form (signed) entity
- Quennell Harte entity
- accounting/customers.csv org_100 raw row
- crm/companies.csv org_100 raw row
- Quennell Harte entity
- +1 more
- Quennell Harte - Proposal v1 entity
- hero page block
- 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 page block