AI facts
Current to 14 Oct 26Cawthorne Learning has no contract with BB-Demo: the CRM stage is opportunity, ARR is £0 and there are no invoices. The open Growth deal stands at £62k at proposal stage, with an expected close of 18 Nov 2026. The final proposal of 18 Sep 2026 prices the subscription at £50k a year, with implementation inside the £62k. There is no usage or ticket record. A negotiation call is booked for 14 Oct 2026 with the chief executive, Patrick Rowbotham.
Profile
Updated 9 Oct 26- IndustryEducation technologySource: CRM company record
- Websitecawthorne.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ citySheffieldSource: CRM company record
- Size260 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 14 Oct 2026
CRMmade from
AI opinion
Current to 14 Oct 26Prospect, because Cawthorne Learning is evaluating Growth seriously but has signed nothing. Patrick Rowbotham is cautiously positive yet needs the board to see cost per provider, and connector set-up load worries Hayley Staniland. The opportunity is a Growth win at £50k a year if the board case holds.
Key facts
Updated 9 Oct 26- Open dealProposal · £62,000Source: CRM deal Cawthorne Learning – New · new deal · Expected close 18 Nov 2026 · Owner Priya Raman
- Last contact21 Sep 2026Call: Cawthorne Learning / BB-Demo – Proposal · 18 days before 9 Oct 2026
Computedmade from
Next step
Current to 14 Oct 26- What
- Harvey Doyle obtains the provider count from Cerys Llewellyn and sends a board-ready cost-per-provider breakdown of the Growth proposal ahead of the 14 Oct 2026 negotiation call with Patrick Rowbotham. proposal
- Who
Harvey Doyle- When
- This week by 9 Oct 2026
- Why
- Harvey Doyle should turn Cawthorne Learning's Growth proposal into a cost-per-provider board case, using Cerys Llewellyn's provider count, before the 14 Oct 2026 negotiation call. Patrick Rowbotham will not decide without that case.
The story
Current to 14 Oct 26Prospect
Prospect: Cawthorne Learning has an unsigned Growth proposal at £50k a year within a £62k deal total. The chief executive wants the board to see cost per provider first, and a negotiation call is booked for 14 Oct 2026.
Prospect: Cawthorne Learning has signed nothing. The final proposal of 18 Sep 2026 prices Growth at £50k a year within a £62k deal total including implementation, and the CRM expects the deal to close on 18 Nov 2026.
Nothing is live, so there is no usage or ticket record. Cerys Llewellyn champions the evaluation and joined all four recorded calls. Patrick Rowbotham, chief executive, is cautiously positive, and Priya Raman, who opened the account, left BB-Demo on 28 Aug 2026.
The main risk is that Patrick will not decide until the board sees cost per provider. Security answers and the refresh-time wording are still open, Hayley Staniland doubts her small team's set-up capacity, and the CRM deal still names Priya.
Harvey Doyle is to get the provider count from Cerys and send a board-ready cost-per-provider case before the negotiation call booked for 14 Oct 2026 at 16:00.
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- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth subscription proposal draft · proposal · 15 Sep 2026
- Growth tier proposal with pricing issued · proposal · 18 Sep 2026
- Security (1)
- Security questionnaire for Growth evaluation issued · security questionnaire · 26 Aug 2026
Documentsmade from
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Cawthorne Learning – New | proposal | £62,000 | 18 Nov 2026 |
CRMmade from
Open tickets
Not yet analysedNo open tickets.
Helpdeskmade from
Activity
- 14 Oct 2026callCawthorne Learning / BB-Demo – Negotiation
+1 - 21 Sep 2026callCawthorne Learning / BB-Demo – Proposal
- 18 Sep 2026documentCawthorne Learning - Proposal
- 15 Sep 2026documentCawthorne Learning - Proposal v1
- 2 Sep 2026callCawthorne Learning / BB-Demo – Demo
+1 - 26 Aug 2026documentCawthorne Learning - Security Questionnaire
- 24 Aug 2026email_threadFollow-up after the demo+1
- 21 Aug 2026callCawthorne Learning / BB-Demo – Demo+1
- 13 Aug 2026email_threadBooking your demo
- 22 Jul 2026email_threadFollowing up on our discovery conversation
- 22 Jul 2026callCawthorne Learning / BB-Demo – Discovery
- 16 Jul 2026eventBB-Demo webinar
+38 - 19 Jun 2026dealCawthorne Learning – New
- 21 Nov 2024eventBB-Demo webinar
+22 - 29 Oct 2024email_threadInvitation: BB-Demo webinar on Thursday 21 November 2024
- 21 Mar 2024eventBB-Demo webinar
+20 - 25 Feb 2024email_threadInvitation to our March webinar
CRMmade from
Contacts
CRMmade from
Evidence trail
Updated 9 Oct 26Cawthorne Learning's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 13 AI summaries of 14 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 4 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
- Cawthorne Learning / BB-Demo – Discovery entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning / BB-Demo – Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_004 raw row
- Cawthorne Learning entity
- Cawthorne Learning / BB-Demo – Negotiation entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_005 raw row
- Cawthorne Learning entity
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- +11 more
- Cawthorne Learning / BB-Demo – Discovery entity
- AI opinion page block
- Cawthorne Learning, Growth prospect AI record
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning: Growth proposal, unsigned AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Growth tier security questionnaire answers AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Security Questionnaire entity
- Growth proposal v1, draft AI record
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning Growth proposal AI record
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal entity
- +1 more
- Cawthorne Learning - Security Questionnaire entity
- Discovery: single view of provider health AI record
- Cawthorne Learning / BB-Demo – Discovery entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Discovery entity
- Demo on provider-shaped sample data AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Demo of the brain for renewal visibility AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Growth proposal call with the chief executive AI record
- Cawthorne Learning / BB-Demo – Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_004 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Proposal entity
- +17 more
- Cawthorne Learning – New entity
- Cawthorne Learning, Growth prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_165 facts table
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning – New entity
- facts.arr_monthly:org_165 facts table
- AI facts page block
- Cawthorne Learning, Growth prospect AI record
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning: Growth proposal, unsigned AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Growth tier security questionnaire answers AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Security Questionnaire entity
- Growth proposal v1, draft AI record
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning Growth proposal AI record
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal entity
- +1 more
- Cawthorne Learning - Security Questionnaire entity
- Discovery: single view of provider health AI record
- Cawthorne Learning / BB-Demo – Discovery entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Discovery entity
- Demo on provider-shaped sample data AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Demo of the brain for renewal visibility AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Growth proposal call with the chief executive AI record
- Cawthorne Learning / BB-Demo – Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_004 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Proposal entity
- +17 more
- Cawthorne Learning – New entity
- Cawthorne Learning, Growth prospect AI record
- Contacts page block
- Cerys Llewellyn entity
- crm/contacts.csv per_16401:org_164 raw row
- crm/contacts.csv per_16401:org_165 raw row
- product_analytics/users.csv usr_164_002 raw row
- Patrick Rowbotham entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/contacts.csv per_16501:org_165 raw row
- Cawthorne Learning entity
- Hayley Staniland entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/contacts.csv per_16502:org_165 raw row
- Cawthorne Learning entity
- Nadeem Qureshi entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/contacts.csv per_16503:org_165 raw row
- Cawthorne Learning entity
- Carol Beighton entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/contacts.csv per_16504:org_165 raw row
- Cawthorne Learning entity
- Abigail Hinchliffe entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/contacts.csv per_16505:org_165 raw row
- Cawthorne Learning entity
- Cerys Llewellyn entity
- Open deals page block
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning – New entity
- Documents page block
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Security Questionnaire entity
- hero page block
- Cawthorne Learning, Growth prospect AI record
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- crm/deal_stage_history.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:3 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning: Growth proposal, unsigned AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Growth tier security questionnaire answers AI record
- Cawthorne Learning - Security Questionnaire entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Security Questionnaire entity
- Growth proposal v1, draft AI record
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal v1 entity
- Cawthorne Learning Growth proposal AI record
- Cawthorne Learning - Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- document_store/files.csv doc_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning - Proposal entity
- +1 more
- Cawthorne Learning - Security Questionnaire entity
- Discovery: single view of provider health AI record
- Cawthorne Learning / BB-Demo – Discovery entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_001 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Discovery entity
- Demo on provider-shaped sample data AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_002 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Demo of the brain for renewal visibility AI record
- Cawthorne Learning / BB-Demo – Demo entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_003 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Demo entity
- Growth proposal call with the chief executive AI record
- Cawthorne Learning / BB-Demo – Proposal entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- call_recorder/calls.csv call_165_004 raw row
- Cawthorne Learning entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- Cawthorne Learning / BB-Demo – Proposal entity
- +17 more
- Cawthorne Learning – New entity
- Cawthorne Learning – New entity
- Cawthorne Learning entity
- crm/companies.csv org_165 raw row
- crm/deal_line_items.csv deal_165_01:1 raw row
- crm/deal_line_items.csv deal_165_01:2 raw row
- crm/deal_stage_history.csv deal_165_01:1 raw row
- +2 more
- Cawthorne Learning entity
- Cawthorne Learning, Growth prospect AI record
- 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