Pendle Valley Academies

Lost£0

AI facts

Current to 14 Oct 26

Pendle Valley Academies, an eleven-school trust in Burnley, holds no BB-Demo contract. The CRM deal for Growth at £56k in year one, £44k a year plus £12k implementation, closed lost on 11 Jul 2025 with price as the reason. No order form was executed, no invoices exist, and there is no usage or ticket on record. The CRM stage is lost with £0 ARR, and the last interaction was on 27 Jun 2025. Mohammed Hanif had asked for about £50k for year one.

Read from 5 calls · 2 email threads · 1 news items · 1 deals · 3 people · 3 documents, newest 22 Jul 26

AImade from

Profile

Updated 9 Oct 26

IndustryEducation
Websitependlevalley.example
CountryUnited Kingdom
HQ cityBurnley
Size780 employees
CRM ownerSophie Ling
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the Growth deal closed lost on price on 11 Jul 2025 and no interaction is recorded since 27 Jun 2025. Two BB-Demo colleagues on the deal have since left. A re-approach is possible, but new business now prices Growth at the v2 list of £50k.

Pendle Valley Academies – New Signals Pendle Valley Academies / BB-Demo – Negotiation Pendle Valley Academies / BB-Demo – Demo Document roll-up

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact27 Jun 2025

Computedmade from

Next step

Current to 14 Oct 26

What: Sophie Ling writes to Amanda Holt to reopen the Growth conversation and offers a short call, with a pre-agreed v2 Growth price for Mohammed Hanif. re_engage
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Sophie Ling should reopen Pendle Valley Academies through Amanda Holt, who said she was ready to move forward on 7 May 2025. The Growth deal closed lost on price on 11 Jul 2025, and nobody has spoken to the trust since 27 Jun 2025.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Lost

Lost: the Growth deal for Pendle Valley Academies, £56k in year one, closed lost on price on 11 Jul 2025 with no order form executed and nothing invoiced. Sophie Ling is to reopen it through champion Amanda Holt.

Lost: Pendle Valley Academies holds no BB-Demo contract. The Growth deal, £56k in year one as £44k a year plus £12k implementation, closed lost on price on 11 Jul 2025, with no order form executed and nothing invoiced.

The trust never went live, so there is no usage and no ticket. Amanda Holt, Director of Operations, championed the deal; Sophie Ling ran three of the five calls, and deal owner Priya Raman left BB-Demo on 28 Aug 2026.

Mohammed Hanif, Chief Financial Officer, wanted year one closer to £50k, and nobody has spoken to the trust since 27 Jun 2025. A win-back would now meet the v2 Growth list of £50k for new business.

Sophie writes to Amanda by 9 Oct 2026 to reopen the Growth conversation and offer a short call, with a v2 Growth price agreed with Owen Tallis for Mohammed.

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 · 15 May 2025
- Growth tier proposal for trust issued · proposal · 20 May 2025
Security (1)
- Security questionnaire for Growth tier issued · security questionnaire · 30 Apr 2025

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

22 Jul 2026newsPendle Valley Academies Announces Year-End Results
20 Nov 2025eventBB-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian Becker+30
19 Jun 2025email_threadFollowing up on implementation timeline Sophie Ling, Owen Tallis, Mohammed Hanif, Amanda Holt+1
17 Jun 2025callPendle Valley Academies / BB-Demo – Negotiation Sophie Ling, Owen Tallis, Mohammed Hanif, Amanda Holt+1
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+32
22 May 2025callPendle Valley Academies / BB-Demo – Proposal Sophie Ling, Amanda Holt
20 May 2025documentPendle Valley Academies - Proposal Priya Raman
15 May 2025documentPendle Valley Academies - Proposal v1 Priya Raman
7 May 2025callPendle Valley Academies / BB-Demo – Demo Sophie Ling, Anya Petrova, Amanda Holt, Adele Pickup+1
30 Apr 2025documentPendle Valley Academies - Security Questionnaire Anya Petrova
24 Apr 2025callPendle Valley Academies / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Amanda Holt
2 Apr 2025email_threadPendle Valley: discovery session Priya Raman, Amanda Holt, Mohammed Hanif
31 Mar 2025callPendle Valley Academies / BB-Demo – Discovery Priya Raman, Amanda Holt, Mohammed Hanif
3 Mar 2025dealPendle Valley Academies – New Priya Raman, Amanda Holt

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

Pendle Valley Academies' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 11 AI summaries of 12 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 6 staff (0 with an AI write-up), shown on 4 pages.

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

Activity page block
- Pendle Valley Academies / BB-Demo – Discovery entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - call_recorder/calls.csv call_204_001 raw row
- Pendle Valley Academies / BB-Demo – Demo entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - call_recorder/calls.csv call_204_002 raw row
- Pendle Valley Academies / BB-Demo – Demo entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - call_recorder/calls.csv call_204_003 raw row
- Pendle Valley Academies / BB-Demo – Proposal entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - call_recorder/calls.csv call_204_004 raw row
- Pendle Valley Academies / BB-Demo – Negotiation entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - call_recorder/calls.csv call_204_005 raw row
- Pendle Valley Academies – New entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - crm/deal_line_items.csv deal_204_01:1 raw row
  - crm/deal_line_items.csv deal_204_01:2 raw row
  - crm/deal_stage_history.csv deal_204_01:1 raw row
  - crm/deal_stage_history.csv deal_204_01:2 raw row
  - crm/deal_stage_history.csv deal_204_01:3 raw row
  - +4 more
- +8 more
AI opinion page block
- Pendle Valley Academies: deal lost AI record
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:1 raw row
    - crm/deal_stage_history.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:3 raw row
    - +4 more
  - Pendle Valley: no executed order form held AI record
    - Pendle Valley Academies - Security Questionnaire entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_001 raw row
    - Pendle Valley Academies - Proposal v1 entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_002 raw row
    - Pendle Valley Academies - Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_003 raw row
    - Security questionnaire, Growth tier AI record
      - Pendle Valley Academies - Security Questionnaire entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_001 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Growth tier proposal v1, draft AI record
      - Pendle Valley Academies - Proposal v1 entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_002 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Pendle Valley Academies proposal, Growth tier AI record
      - Pendle Valley Academies - Proposal entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_003 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - +1 more
  - Discovery: trust-wide finance view AI record
    - Pendle Valley Academies / BB-Demo – Discovery entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_001 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Demo: pages, search, chat and security AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_002 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Second demo and go-ahead on Growth build AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_003 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Growth proposal walkthrough AI record
    - Pendle Valley Academies / BB-Demo – Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_004 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - +13 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_204 facts table
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:1 raw row
    - crm/deal_stage_history.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:3 raw row
    - +4 more
AI facts page block
- Pendle Valley Academies: deal lost AI record
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:1 raw row
    - crm/deal_stage_history.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:3 raw row
    - +4 more
  - Pendle Valley: no executed order form held AI record
    - Pendle Valley Academies - Security Questionnaire entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_001 raw row
    - Pendle Valley Academies - Proposal v1 entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_002 raw row
    - Pendle Valley Academies - Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_003 raw row
    - Security questionnaire, Growth tier AI record
      - Pendle Valley Academies - Security Questionnaire entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_001 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Growth tier proposal v1, draft AI record
      - Pendle Valley Academies - Proposal v1 entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_002 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Pendle Valley Academies proposal, Growth tier AI record
      - Pendle Valley Academies - Proposal entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_003 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - +1 more
  - Discovery: trust-wide finance view AI record
    - Pendle Valley Academies / BB-Demo – Discovery entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_001 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Demo: pages, search, chat and security AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_002 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Second demo and go-ahead on Growth build AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_003 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Growth proposal walkthrough AI record
    - Pendle Valley Academies / BB-Demo – Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_004 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - +13 more
Contacts page block
- Amanda Holt entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - crm/contacts.csv per_20401:org_204 raw row
- Mohammed Hanif entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - crm/contacts.csv per_20402:org_204 raw row
- Adele Pickup entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - crm/contacts.csv per_20403:org_204 raw row
Open deals (not yet analysed) page block
- Pendle Valley Academies entity
  - crm/companies.csv org_204 raw row
Documents page block
- Pendle Valley Academies - Security Questionnaire entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - document_store/files.csv doc_204_001 raw row
- Pendle Valley Academies - Proposal v1 entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - document_store/files.csv doc_204_002 raw row
- Pendle Valley Academies - Proposal entity
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - document_store/files.csv doc_204_003 raw row
hero page block
- Pendle Valley Academies: deal lost AI record
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:1 raw row
    - crm/deal_stage_history.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:3 raw row
    - +4 more
  - Pendle Valley: no executed order form held AI record
    - Pendle Valley Academies - Security Questionnaire entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_001 raw row
    - Pendle Valley Academies - Proposal v1 entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_002 raw row
    - Pendle Valley Academies - Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - document_store/files.csv doc_204_003 raw row
    - Security questionnaire, Growth tier AI record
      - Pendle Valley Academies - Security Questionnaire entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_001 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Growth tier proposal v1, draft AI record
      - Pendle Valley Academies - Proposal v1 entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_002 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - Pendle Valley Academies proposal, Growth tier AI record
      - Pendle Valley Academies - Proposal entity
        Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
        document_store/files.csv doc_204_003 raw row
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
    - +1 more
  - Discovery: trust-wide finance view AI record
    - Pendle Valley Academies / BB-Demo – Discovery entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_001 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Demo: pages, search, chat and security AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_002 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Second demo and go-ahead on Growth build AI record
    - Pendle Valley Academies / BB-Demo – Demo entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_003 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - Growth proposal walkthrough AI record
    - Pendle Valley Academies / BB-Demo – Proposal entity
      - Pendle Valley Academies entity
        crm/companies.csv org_204 raw row
      - call_recorder/calls.csv call_204_004 raw row
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
  - +13 more
- facts.reconciliation_t0:org_204 facts table
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:1 raw row
    - crm/deal_stage_history.csv deal_204_01:2 raw row
    - crm/deal_stage_history.csv deal_204_01:3 raw row
    - +4 more
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
- Pendle Valley Academies entity
  - crm/companies.csv org_204 raw row
- Signals: Pendle Valley Academies signals (no model)
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
  - Pendle Valley Academies entity
    - crm/companies.csv org_204 raw row
Key facts page block
- facts.reconciliation_t0:org_204 facts table
  - Pendle Valley Academies – New entity
    - Pendle Valley Academies entity
      - crm/companies.csv org_204 raw row
    - crm/deal_line_items.csv deal_204_01:1 raw row
    - crm/deal_line_items.csv deal_204_01:2 raw row
    - +4 more
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 · Web

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

Pendle Valley Academies

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

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How to ask

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