AI facts
Current to 12 Oct 26Orrell Heys Housing, a Wigan housing association, has no contract, no invoices and no tickets with BB-Demo. The open new Starter deal is at the CRM stage demo, with an amount of £28,000, an ACV of £22,000 and an expected close of 29 Dec 2026. No usage is recorded, as the brain is not yet deployed. A proposal call with Karen Unsworth is booked for 15 Oct 2026 at 14:00. The CRM names Harvey Doyle as owner, while the deal is owned by Sophie Ling.
Profile
Updated 9 Oct 26- IndustryHousing associationSource: CRM company record
- Websiteorrellheys.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityWiganSource: CRM company record
- Size760 employeesSource: CRM company record
- CRM ownerHarvey DoyleSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · Written 12 Oct 2026
AI opinion
Current to 12 Oct 26Prospect, because the deal has reached a demo with an engaged champion and a proposal call is booked. Karen Unsworth still needs managing director buy-in, an IT access check and confirmation of a Snowflake account. A proposal built on her managing director's value question is the opportunity.
Key facts
Updated 9 Oct 26- Open dealDemo · £28,000Source: CRM deal Orrell Heys Housing – New · new deal · Expected close 29 Dec 2026 · Owner Sophie Ling
- Last contact14 Sep 2026Call: Orrell Heys Housing / BB-Demo – Demo · 25 days before 9 Oct 2026
Next step
Current to 12 Oct 26- What
- Harvey Doyle sends Karen Unsworth a pre-read asking her to confirm the Snowflake account, bring Dale Prescott or Michael Fazakerley, and name her managing director's success measures before the 15 Oct 2026 proposal call. proposal
- Who
Harvey Doyle
- When
- This week by 9 Oct 2026
- Why
- Harvey Doyle should send Karen Unsworth a pre-read before the 15 Oct 2026 proposal call. It should settle the Snowflake account, IT access and her managing director's success measures, so the call can move the Starter deal on.
The story
Current to 12 Oct 26Prospect: a new Starter deal at £28,000 sits at the CRM demo stage with champion Karen Unsworth. Managing director buy-in, IT access and a Snowflake account are unconfirmed before the 15 Oct 2026 proposal call.
Prospect: Orrell Heys Housing has an open new Starter deal at the CRM demo stage, recorded at £28,000 with an expected close of 29 Dec 2026. There is no contract, no invoice and no renewal date.
No usage, tickets or connectors are recorded because the brain is not deployed. Karen Unsworth, Head of Customer Insight, is the only customer voice across both calls and expects about fifteen people to ask questions.
Karen still needs her managing director's buy-in, an IT access check and a confirmed Snowflake account. Michael Fazakerley, the CRM economic buyer, shows no activity, and the 30-day termination clause mentioned on the 10 Aug 2026 call is not confirmed by any contract.
Harvey Doyle, the active CRM owner, should send Karen a pre-read settling these points by 9 Oct 2026, ahead of the proposal call booked for 15 Oct 2026.
ARR journey
Platform usage
Documents
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Orrell Heys Housing – New | demo | £28,000 | 29 Dec 2026 |
Open tickets
Activity
- 15 Oct 2026callOrrell Heys Housing / BB-Demo – Proposal
- 14 Sep 2026callOrrell Heys Housing / BB-Demo – Demo
- 4 Sep 2026email_threadProduct demo
- 10 Aug 2026callOrrell Heys Housing / BB-Demo – Discovery
- 5 Aug 2026email_threadDiscovery call, BB-Demo
- 6 Jul 2026dealOrrell Heys Housing – New
- 17 Jul 2025eventBB-Demo webinar
+15
- 10 Jul 2025email_threadWebinar: customer insights from your data
Contacts
Evidence trail
Updated 9 Oct 26Orrell Heys Housing's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Orrell Heys Housing / BB-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing / BB-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing / BB-Demo – Proposal entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- BB-Demo webinar entity
- event_platform/events.csv evt_1018_webinar raw row
- event_platform/registrations.csv evt_1018_webinar:per_0206 raw row
- event_platform/registrations.csv evt_1018_webinar:per_10603 raw row
- event_platform/registrations.csv evt_1018_webinar:per_1101 raw row
- event_platform/registrations.csv evt_1018_webinar:per_1102 raw row
- event_platform/registrations.csv evt_1018_webinar:per_1803 raw row
- +12 more
- Webinar: customer insights from your data entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0001:1 raw row
- mailbox/threads.csv thr_106_0001 raw row
- Orrell Heys Housing entity
- +2 more
- Orrell Heys Housing / BB-Demo – Discovery entity
- AI opinion page block
- Orrell Heys Housing: prospect AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BB-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BB-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Demo entity
- Webinar invitation to Orrell Heys Housing AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Webinar: customer insights from your data entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0001:1 raw row
- mailbox/threads.csv thr_106_0001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BB-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- +6 more
- Orrell Heys Housing – New entity
- Orrell Heys Housing: prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- facts.arr_monthly:org_106 facts table
- AI facts page block
- Orrell Heys Housing: prospect AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BB-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BB-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Demo entity
- Webinar invitation to Orrell Heys Housing AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Webinar: customer insights from your data entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0001:1 raw row
- mailbox/threads.csv thr_106_0001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BB-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- +6 more
- Orrell Heys Housing – New entity
- Orrell Heys Housing: prospect AI record
- Contacts page block
- Karen Unsworth entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10601:org_106 raw row
- Orrell Heys Housing entity
- Michael Fazakerley entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10602:org_106 raw row
- Orrell Heys Housing entity
- Dale Prescott entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/contacts.csv per_10603:org_106 raw row
- Orrell Heys Housing entity
- Karen Unsworth entity
- Open deals page block
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Documents (not yet analysed) page block
- document_store/files.csv * raw row
- hero page block
- Orrell Heys Housing: prospect AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Starter discovery: data reconciliation AI record
- Orrell Heys Housing / BB-Demo – Discovery entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Discovery entity
- Starter demo, IT access check pending AI record
- Orrell Heys Housing / BB-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Demo entity
- Webinar invitation to Orrell Heys Housing AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Webinar: customer insights from your data entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0001:1 raw row
- mailbox/threads.csv thr_106_0001 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys discovery call scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Discovery call, BB-Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0002:1 raw row
- mailbox/messages.csv thr_106_0002:2 raw row
- mailbox/threads.csv thr_106_0002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- Orrell Heys demo scheduling AI record
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Product demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- mailbox/messages.csv thr_106_0003:1 raw row
- mailbox/messages.csv thr_106_0003:2 raw row
- mailbox/threads.csv thr_106_0003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- +6 more
- Orrell Heys Housing – New entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Signals: Orrell Heys Housing signals (no model)
- Orrell Heys Housing / BB-Demo – Proposal entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Proposal entity
- Orrell Heys Housing: prospect AI record
- Key facts page block
- Orrell Heys Housing / BB-Demo – Demo entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_002 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- facts.reconciliation_t0:org_106 facts table
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Signals: Orrell Heys Housing signals (no model)
- Orrell Heys Housing / BB-Demo – Proposal entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- call_recorder/calls.csv call_106_003 raw row
- Orrell Heys Housing entity
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:3 raw row
- +1 more
- Orrell Heys Housing entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing / BB-Demo – Proposal entity
- Orrell Heys Housing / BB-Demo – Demo entity
- Evidence trail page block
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- Orrell Heys Housing entity
- The story page block
- Customer: Orrell Heys Housing AI record
- Orrell Heys Housing: prospect AI record
- Orrell Heys Housing – New entity
- Orrell Heys Housing entity
- crm/companies.csv org_106 raw row
- crm/deal_line_items.csv deal_106_01:1 raw row
- crm/deal_line_items.csv deal_106_01:2 raw row
- crm/deal_stage_history.csv deal_106_01:1 raw row
- crm/deal_stage_history.csv deal_106_01:2 raw row
- +1 more
- Orrell Heys Housing entity
- +6 more
- Orrell Heys Housing – New entity
- +3 more
- Orrell Heys Housing: prospect AI record
- Customer: Orrell Heys Housing 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