Brereton Coyle Wealth

Lost£0

AI facts

As at Fri 9 Oct 2026

Brereton Coyle Wealth, a Chester wealth management firm, has no contract, no invoices and no tickets with BG-Demo. Its Starter deal, quoted at £28k all-in for year one with an ACV of £22k, closed lost on 10 Aug 2026 with the reason no decision. There is no usage, as the brain was never deployed. Nothing is open: the CRM stage is lost and the last interaction was on 22 Jun 2026, when Patricia Gleave asked for retention, encryption and audit logging detail.

Read from 2 calls · 3 email threads · 1 deals · 3 people, newest 19 Jun 26

AImade from

Profile

Updated 9 Oct 26

IndustryWealth management
Websitebreretoncoyle.example
CountryUnited Kingdom
HQ cityChester
Size120 employees
CRM ownerSophie Ling
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Starter deal closed lost on 10 Aug 2026 for no decision and nothing from Brereton Coyle Wealth is recorded since 22 Jun 2026. Annabel Rigby went quiet after the demo. A full controls answer to Patricia Gleave could still reopen a Starter sale.

Signals Brereton Coyle Wealth – New Brereton Coyle Wealth / BG-Demo – Demo Demo follow-up Brereton Coyle Wealth

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact22 Jun 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Send Patricia Gleave written answers on retention, encryption at rest and audit logging, copying Annabel Rigby, to reopen the lost Starter deal. Re engage
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Sophie Ling and Theo Gallagher should send Patricia Gleave written answers on retention, encryption and audit logging, copying Annabel Rigby. Those unanswered questions stalled the Starter deal, which closed lost for no decision on 10 Aug 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Brereton Coyle Wealth's Starter deal for £28k closed lost on 10 Aug 2026 for no decision. Patricia Gleave's compliance questions are not shown as answered, and nothing is recorded since 22 Jun 2026.

Lost is the verdict on Brereton Coyle Wealth: its Starter new-business deal for £28k, ACV £22k, closed lost on 10 Aug 2026 for no decision. No order form, invoice or renewal date exists.

There is no usage, as the brain was never deployed. Annabel Rigby, the CRM champion, said at the 18 Jun 2026 demo she was ready to move forward, then did not reply to the next-steps offer.

Patricia Gleave, the Compliance Manager, replied on 22 Jun 2026 making progress conditional on detail on retention, encryption at rest and audit logging. The records do not show it was sent, and nothing is recorded since.

The next step is for Sophie Ling, the active owner, to send Patricia written controls answers drafted by Theo Gallagher, copying Annabel, by 9 Oct 2026. The note should state that Starter service credits cover availability only.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

19 Jun 2026email threadDemo follow-up Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave+1
18 Jun 2026callBrereton Coyle Wealth / BG-Demo – Demo Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave+1
12 Jun 2026email threadDemo: B-Glass for Brereton Coyle Sophie Ling, Annabel Rigby
28 Apr 2026callBrereton Coyle Wealth / BG-Demo – Discovery Sophie Ling, Annabel Rigby, Hugh Brereton
23 Apr 2026email threadDiscovery call Sophie Ling, Annabel Rigby
3 Mar 2026dealBrereton Coyle Wealth – New Sophie Ling, Annabel Rigby
19 Feb 2026eventBG-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
19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra Lüders+26

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Brereton Coyle Wealth's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 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. 1 AI record in this trail is not written yet.

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

Activity page block
- Brereton Coyle Wealth / BG-Demo – Discovery entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - call_recorder/calls.csv call_140_001 raw row
- Brereton Coyle Wealth / BG-Demo – Demo entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - call_recorder/calls.csv call_140_002 raw row
- Brereton Coyle Wealth – New entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - crm/deal_line_items.csv deal_140_01:1 raw row
  - crm/deal_line_items.csv deal_140_01:2 raw row
  - crm/deal_stage_history.csv deal_140_01:1 raw row
  - crm/deal_stage_history.csv deal_140_01:2 raw row
  - crm/deal_stage_history.csv deal_140_01:3 raw row
  - +2 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_0990_webinar raw row
  - event_platform/registrations.csv evt_0990_webinar:per_1103 raw row
  - event_platform/registrations.csv evt_0990_webinar:per_12703 raw row
  - event_platform/registrations.csv evt_0990_webinar:per_13303 raw row
  - event_platform/registrations.csv evt_0990_webinar:per_14003 raw row
  - event_platform/registrations.csv evt_0990_webinar:per_1502 raw row
  - +23 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1235_webinar raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0102 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_0103 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_10102 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_10803 raw row
  - event_platform/registrations.csv evt_1235_webinar:per_12402 raw row
  - +28 more
- Discovery call entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - mailbox/messages.csv thr_140_0001:1 raw row
  - mailbox/messages.csv thr_140_0001:2 raw row
  - mailbox/messages.csv thr_140_0001:3 raw row
  - mailbox/threads.csv thr_140_0001 raw row
- +2 more
AI opinion page block
- Brereton Coyle Wealth lost AI record
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
  - Discovery: scattered client data, compliance AI record
    - Brereton Coyle Wealth / BG-Demo – Discovery entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_001 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Starter demo: buyer says ready to move forward AI record
    - Brereton Coyle Wealth / BG-Demo – Demo entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_002 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Discovery call scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Discovery call entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0001:1 raw row
      - mailbox/messages.csv thr_140_0001:2 raw row
      - mailbox/messages.csv thr_140_0001:3 raw row
      - mailbox/threads.csv thr_140_0001 raw row
  - Demo scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo: B-Glass for Brereton Coyle entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0002:1 raw row
      - mailbox/messages.csv thr_140_0002:2 raw row
      - mailbox/messages.csv thr_140_0002:3 raw row
      - mailbox/threads.csv thr_140_0002 raw row
  - Security questions after demo AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo follow-up entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0003:1 raw row
      - mailbox/messages.csv thr_140_0003:2 raw row
      - mailbox/threads.csv thr_140_0003 raw row
  - +6 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_140 facts table
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
AI facts page block
- Brereton Coyle Wealth lost AI record
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
  - Discovery: scattered client data, compliance AI record
    - Brereton Coyle Wealth / BG-Demo – Discovery entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_001 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Starter demo: buyer says ready to move forward AI record
    - Brereton Coyle Wealth / BG-Demo – Demo entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_002 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Discovery call scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Discovery call entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0001:1 raw row
      - mailbox/messages.csv thr_140_0001:2 raw row
      - mailbox/messages.csv thr_140_0001:3 raw row
      - mailbox/threads.csv thr_140_0001 raw row
  - Demo scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo: B-Glass for Brereton Coyle entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0002:1 raw row
      - mailbox/messages.csv thr_140_0002:2 raw row
      - mailbox/messages.csv thr_140_0002:3 raw row
      - mailbox/threads.csv thr_140_0002 raw row
  - Security questions after demo AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo follow-up entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0003:1 raw row
      - mailbox/messages.csv thr_140_0003:2 raw row
      - mailbox/threads.csv thr_140_0003 raw row
  - +6 more
Contacts page block
- Annabel Rigby entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - crm/contacts.csv per_14001:org_140 raw row
- Hugh Brereton entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - crm/contacts.csv per_14002:org_140 raw row
- Patricia Gleave entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - crm/contacts.csv per_14003:org_140 raw row
Open deals (computed from the records; nothing to show yet) page block
- Brereton Coyle Wealth entity
  - crm/companies.csv org_140 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
hero page block
- Brereton Coyle Wealth lost AI record
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
  - Discovery: scattered client data, compliance AI record
    - Brereton Coyle Wealth / BG-Demo – Discovery entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_001 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Starter demo: buyer says ready to move forward AI record
    - Brereton Coyle Wealth / BG-Demo – Demo entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - call_recorder/calls.csv call_140_002 raw row
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
  - Discovery call scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Discovery call entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0001:1 raw row
      - mailbox/messages.csv thr_140_0001:2 raw row
      - mailbox/messages.csv thr_140_0001:3 raw row
      - mailbox/threads.csv thr_140_0001 raw row
  - Demo scheduling AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo: B-Glass for Brereton Coyle entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0002:1 raw row
      - mailbox/messages.csv thr_140_0002:2 raw row
      - mailbox/messages.csv thr_140_0002:3 raw row
      - mailbox/threads.csv thr_140_0002 raw row
  - Security questions after demo AI record
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - Demo follow-up entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - mailbox/messages.csv thr_140_0003:1 raw row
      - mailbox/messages.csv thr_140_0003:2 raw row
      - mailbox/threads.csv thr_140_0003 raw row
  - +6 more
- facts.reconciliation_t0:org_140 facts table
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
- Brereton Coyle Wealth entity
  - crm/companies.csv org_140 raw row
- Signals: Brereton Coyle Wealth signals (no model)
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
Key facts page block
- facts.reconciliation_t0:org_140 facts table
  - Brereton Coyle Wealth – New entity
    - Brereton Coyle Wealth entity
      - crm/companies.csv org_140 raw row
    - crm/deal_line_items.csv deal_140_01:1 raw row
    - crm/deal_line_items.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:1 raw row
    - crm/deal_stage_history.csv deal_140_01:2 raw row
    - crm/deal_stage_history.csv deal_140_01:3 raw row
    - +2 more
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
- Brereton Coyle Wealth entity
  - crm/companies.csv org_140 raw row
- Signals: Brereton Coyle Wealth signals (no model)
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
- Demo follow-up entity
  - Brereton Coyle Wealth entity
    - crm/companies.csv org_140 raw row
  - mailbox/messages.csv thr_140_0003:1 raw row
  - mailbox/messages.csv thr_140_0003:2 raw row
  - mailbox/threads.csv thr_140_0003 raw row
Evidence trail page block
- Brereton Coyle Wealth entity
  - crm/companies.csv org_140 raw row
The story page block
- Customer: Brereton Coyle Wealth AI record
  - Brereton Coyle Wealth lost AI record
    - Brereton Coyle Wealth – New entity
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - crm/deal_line_items.csv deal_140_01:1 raw row
      - crm/deal_line_items.csv deal_140_01:2 raw row
      - crm/deal_stage_history.csv deal_140_01:1 raw row
      - crm/deal_stage_history.csv deal_140_01:2 raw row
      - crm/deal_stage_history.csv deal_140_01:3 raw row
      - +2 more
    - Discovery: scattered client data, compliance AI record
      - Brereton Coyle Wealth / BG-Demo – Discovery entity
        Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
        call_recorder/calls.csv call_140_001 raw row
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
    - Starter demo: buyer says ready to move forward AI record
      - Brereton Coyle Wealth / BG-Demo – Demo entity
        Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
        call_recorder/calls.csv call_140_002 raw row
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
    - Discovery call scheduling AI record
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - Discovery call entity
        Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
        mailbox/messages.csv thr_140_0001:1 raw row
        mailbox/messages.csv thr_140_0001:2 raw row
        mailbox/messages.csv thr_140_0001:3 raw row
        mailbox/threads.csv thr_140_0001 raw row
    - Demo scheduling AI record
      - Brereton Coyle Wealth entity
        crm/companies.csv org_140 raw row
      - Demo: B-Glass for Brereton Coyle entity
        Brereton Coyle Wealth entity
    - +6 more
  - +3 more
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Brereton Coyle Wealth

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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