Lornefield Pensions Administration logo

Lornefield Pensions Administration

Lost£0Lead · £50,000/yr
made from

AI facts

Current to 11 Oct 26

Lornefield held a Growth subscription for forty users under an executed order form signed 3 Apr 2025, at £44,000 for the term 3 Apr 2025 to 2 Apr 2026. Douglas Baird gave notice of non-renewal on 2 Feb 2026 as the group standardised on Signalvane, and no executed paper covers any later period. No questions were asked in the last 90 days. An open win-back deal at £50,000 sits at lead stage, expected to close 29 Jan 2027, with a discovery call booked for 13 Oct 2026.

Read from 40 calls · 48 email threads · 31 tickets · 6 news items · 5 deals · 5 people · 23 documents, newest 6 Oct 26

AImade from

AI opinion

Current to 11 Oct 26

Lost, because the Growth term ended on 2 Apr 2026 after a group-mandated notice of non-renewal and no later contract or invoice exists. The CRM still shows a customer at £44,000. Douglas Baird's own approach, citing gaps in Signalvane, gives a real win-back opening.

SignalsLornefield Pensions Administration - Order Form (signed)Lornefield subscription and the coming termLornefield Pensions Administration – RenewalWould B-Brain be willing to talk again?Lornefield Pensions Administration / B-Brain – Win Back

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Tom Ashdown sends Fiona Mackie the Growth proposal, the order form with term and notice, and a one-page note on data staying in Lornefield's own account before the discovery call. proposal
Who
Tom Ashdown Tom Ashdown
When
this_week by 9 Oct 2026
Why
Tom Ashdown should send Fiona Mackie the proposal, the Growth order form with term and notice, and a one-page note on data staying in Lornefield's own account before the call booked for 13 Oct 2026, so the win-back can enter group approval.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryPensions administrationSource: CRM company record
  • Websitelornefield.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityEdinburghSource: CRM company record
  • Size380 employeesSource: CRM company record
  • CRM ownerNell AshcombeSource: CRM company record · Chief Executive Officer and Co-founder · CSM Daniel Okafor
  • Customer since3 Apr 2023Source: first executed order form ctr_005_01, signed 17 Mar 2023 · Starter tier · In the CRM since 9 Dec 2022
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage customer · The sources disagree
  • StateLostSource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£0differsSource: executed order forms · CRM £44,000 · Invoiced run rate £0 · As of 9 Oct 2026 · The sources disagree
  • TierGrowthSource: deal_005_03
  • Open dealLead · £50,000Source: CRM deal Lornefield Pensions Administration – Win Back · win_back deal · Expected close 29 Jan 2027 · Owner Tom Ashdown
  • Last contact6 Oct 2026Email: Finding time to talk · 3 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Apr 2023 · 5 connectors configured
  • Licensed seats400 active users in Sep 2026
Computedmade from

The story

Current to 11 Oct 26
Lost

Lost: Lornefield's Growth term at £44,000 ended 2 Apr 2026 after the group moved to Signalvane. The CRM still shows a customer. A £50,000 win-back lead is open, and a discovery call is booked for 13 Oct 2026.

Lost: Lornefield Pensions Administration held Growth at £44,000 under the order form signed 3 Apr 2025, and its term ended 2 Apr 2026. The CRM stage still reads customer at £44,000.

No questions were asked in the last 90 days, against 8949 in the last 12 months, and two unnamed users each asked 15%. Champion Imogen Hartley left on 30 Jan 2026, and Daniel Okafor knows the account best.

Douglas Baird gave notice on 2 Feb 2026 as Dunmarra Group moved to Signalvane, but on 6 Oct 2026 cited gaps in member queries and trustee calls. Group sign-off is the main risk to the £50,000 win-back lead, a deal value, not an annual price.

Tom Ashdown sends Fiona Mackie the proposal, the order form with term and notice, and a data note by 9 Oct 2026, before the discovery call booked for 13 Oct 2026.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£25k£50kApr 23Oct 23Apr 24Oct 24Apr 25Oct 25Apr 26newexpansionchurn£0k£0kApr 23: Contracted ARR £20k; Invoiced ARR £20kMay 23: Contracted ARR £20k; Invoiced ARR £20kJun 23: Contracted ARR £20k; Invoiced ARR £20kJul 23: Contracted ARR £20k; Invoiced ARR £20kAug 23: Contracted ARR £20k; Invoiced ARR £20kSep 23: Contracted ARR £20k; Invoiced ARR £20kOct 23: Contracted ARR £20k; Invoiced ARR £20kNov 23: Contracted ARR £20k; Invoiced ARR £20kDec 23: Contracted ARR £20k; Invoiced ARR £20kJan 24: Contracted ARR £20k; Invoiced ARR £20kFeb 24: Contracted ARR £20k; Invoiced ARR £20kMar 24: Contracted ARR £20k; Invoiced ARR £20kApr 24: Contracted ARR £44k; Invoiced ARR £44kMay 24: Contracted ARR £44k; Invoiced ARR £44kJun 24: Contracted ARR £44k; Invoiced ARR £44kJul 24: Contracted ARR £44k; Invoiced ARR £44kAug 24: Contracted ARR £44k; Invoiced ARR £44kSep 24: Contracted ARR £44k; Invoiced ARR £44kOct 24: Contracted ARR £44k; Invoiced ARR £44kNov 24: Contracted ARR £44k; Invoiced ARR £44kDec 24: Contracted ARR £44k; Invoiced ARR £44kJan 25: Contracted ARR £44k; Invoiced ARR £44kFeb 25: Contracted ARR £44k; Invoiced ARR £44kMar 25: Contracted ARR £44k; Invoiced ARR £44kApr 25: Contracted ARR £44k; Invoiced ARR £44kMay 25: Contracted ARR £44k; Invoiced ARR £44kJun 25: Contracted ARR £44k; Invoiced ARR £44kJul 25: Contracted ARR £44k; Invoiced ARR £44kAug 25: Contracted ARR £44k; Invoiced ARR £44kSep 25: Contracted ARR £44k; Invoiced ARR £44kOct 25: Contracted ARR £44k; Invoiced ARR £44kNov 25: Contracted ARR £44k; Invoiced ARR £44kDec 25: Contracted ARR £44k; Invoiced ARR £44kJan 26: Contracted ARR £44k; Invoiced ARR £44kFeb 26: Contracted ARR £44k; Invoiced ARR £44kMar 26: Contracted ARR £44k; Invoiced ARR £44kApr 26: Contracted ARR £0k; Invoiced ARR £0k
One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. Latest (Apr 26): Contracted ARR £0k; Invoiced ARR £0k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_005.
Show the figures as a table
Contracted ARRInvoiced ARR
Apr 23£20k£20k
May 23£20k£20k
Jun 23£20k£20k
Jul 23£20k£20k
Aug 23£20k£20k
Sep 23£20k£20k
Oct 23£20k£20k
Nov 23£20k£20k
Dec 23£20k£20k
Jan 24£20k£20k
Feb 24£20k£20k
Mar 24£20k£20k
Apr 24£44k£44k
May 24£44k£44k
Jun 24£44k£44k
Jul 24£44k£44k
Aug 24£44k£44k
Sep 24£44k£44k
Oct 24£44k£44k
Nov 24£44k£44k
Dec 24£44k£44k
Jan 25£44k£44k
Feb 25£44k£44k
Mar 25£44k£44k
Apr 25£44k£44k
May 25£44k£44k
Jun 25£44k£44k
Jul 25£44k£44k
Aug 25£44k£44k
Sep 25£44k£44k
Oct 25£44k£44k
Nov 25£44k£44k
Dec 25£44k£44k
Jan 26£44k£44k
Feb 26£44k£44k
Mar 26£44k£44k
Apr 26£0£0
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Growth tier, Apr 2026: 0 of 40 included users; 5 of 8 included connectors.

Active users · Apr 26
0down 38 vs Jan 26of 40 included on the tier
Questions asked · Apr 26
0down 1,630 vs Jan 26
Connectors configured · Apr 26
5down 1 vs Jan 26of 8 included on the tier
Active admins · Apr 26
0down 1 vs Jan 26
Data volume · Apr 26
0.0 GBdown 15.7 GB vs Jan 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
00201,000402,000Apr 23Aug 23Dec 23Apr 24Aug 24Dec 24Apr 25Aug 25Dec 25Apr 26crm stage stale4000Apr 23: Licensed seats 15; Included users (40) 40; Questions asked 121May 23: Licensed seats 15; Included users (40) 40; Questions asked 475Jun 23: Licensed seats 15; Included users (40) 40; Questions asked 576Jul 23: Licensed seats 15; Included users (40) 40; Questions asked 625Aug 23: Licensed seats 15; Included users (40) 40; Questions asked 419Sep 23: Licensed seats 15; Included users (40) 40; Questions asked 663Oct 23: Licensed seats 15; Included users (40) 40; Questions asked 708Nov 23: Licensed seats 15; Included users (40) 40; Questions asked 695Dec 23: Licensed seats 15; Included users (40) 40; Questions asked 470Jan 24: Licensed seats 15; Included users (40) 40; Questions asked 590Feb 24: Licensed seats 15; Included users (40) 40; Questions asked 608Mar 24: Licensed seats 15; Included users (40) 40; Questions asked 664Apr 24: Licensed seats 40; Included users (40) 40; Questions asked 1,678May 24: Licensed seats 40; Included users (40) 40; Questions asked 1,886Jun 24: Licensed seats 40; Included users (40) 40; Questions asked 1,824Jul 24: Licensed seats 40; Included users (40) 40; Questions asked 1,995Aug 24: Licensed seats 40; Included users (40) 40; Questions asked 1,059Sep 24: Licensed seats 40; Included users (40) 40; Questions asked 1,839Oct 24: Licensed seats 40; Included users (40) 40; Questions asked 1,886Nov 24: Licensed seats 40; Included users (40) 40; Questions asked 1,863Dec 24: Licensed seats 40; Included users (40) 40; Questions asked 1,377Jan 25: Licensed seats 40; Included users (40) 40; Questions asked 1,729Feb 25: Licensed seats 40; Included users (40) 40; Questions asked 1,701Mar 25: Licensed seats 40; Included users (40) 40; Questions asked 1,822Apr 25: Licensed seats 40; Included users (40) 40; Questions asked 1,864May 25: Licensed seats 40; Included users (40) 40; Questions asked 1,766Jun 25: Licensed seats 40; Included users (40) 40; Questions asked 1,687Jul 25: Licensed seats 40; Included users (40) 40; Questions asked 1,956Aug 25: Licensed seats 40; Included users (40) 40; Questions asked 1,001Sep 25: Active users 37; Licensed seats 40; Included users (40) 40; Questions asked 1,900Oct 25: Active users 37; Licensed seats 40; Included users (40) 40; Questions asked 1,885Nov 25: Active users 37; Licensed seats 40; Included users (40) 40; Questions asked 1,751Dec 25: Active users 38; Licensed seats 40; Included users (40) 40; Questions asked 1,450Jan 26: Active users 38; Licensed seats 40; Included users (40) 40; Questions asked 1,630Feb 26: Active users 37; Licensed seats 40; Included users (40) 40; Questions asked 1,258Mar 26: Active users 37; Licensed seats 40; Included users (40) 40; Questions asked 975Apr 26: Active users 0; Licensed seats 40; Included users (40) 40; Questions asked 0
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Apr 26): Active users 0; Licensed seats 40; Questions asked 0. Basis: product usage, facts.usage_monthly:org_005, signals:org_005.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (8)Active adminsRight axisData volume
00.0 GB410.0 GB820.0 GBMay 23Oct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26500.0 GBApr 23: Connectors configured 0; Included connectors (8) 8; Data volume 0.0 GBMay 23: Connectors configured 1; Included connectors (8) 8; Data volume 1.9 GBJun 23: Connectors configured 3; Included connectors (8) 8; Data volume 5.8 GBJul 23: Connectors configured 3; Included connectors (8) 8; Data volume 5.9 GBAug 23: Connectors configured 3; Included connectors (8) 8; Data volume 6.0 GBSep 23: Connectors configured 3; Included connectors (8) 8; Data volume 6.1 GBOct 23: Connectors configured 3; Included connectors (8) 8; Data volume 6.2 GBNov 23: Connectors configured 3; Included connectors (8) 8; Data volume 6.3 GBDec 23: Connectors configured 3; Included connectors (8) 8; Data volume 6.4 GBJan 24: Connectors configured 3; Included connectors (8) 8; Data volume 6.5 GBFeb 24: Connectors configured 3; Included connectors (8) 8; Data volume 6.7 GBMar 24: Connectors configured 3; Included connectors (8) 8; Data volume 6.8 GBApr 24: Connectors configured 4; Included connectors (8) 8; Data volume 9.2 GBMay 24: Connectors configured 5; Included connectors (8) 8; Data volume 11.6 GBJun 24: Connectors configured 5; Included connectors (8) 8; Data volume 11.8 GBJul 24: Connectors configured 6; Included connectors (8) 8; Data volume 14.4 GBAug 24: Connectors configured 6; Included connectors (8) 8; Data volume 14.6 GBSep 24: Connectors configured 6; Included connectors (8) 8; Data volume 14.8 GBOct 24: Connectors configured 6; Included connectors (8) 8; Data volume 15.1 GBNov 24: Connectors configured 6; Included connectors (8) 8; Data volume 15.3 GBDec 24: Connectors configured 6; Included connectors (8) 8; Data volume 15.5 GBJan 25: Connectors configured 6; Included connectors (8) 8; Data volume 15.8 GBFeb 25: Connectors configured 6; Included connectors (8) 8; Data volume 15.9 GBMar 25: Connectors configured 6; Included connectors (8) 8; Data volume 16.2 GBApr 25: Connectors configured 6; Included connectors (8) 8; Data volume 16.4 GBMay 25: Connectors configured 6; Included connectors (8) 8; Data volume 16.6 GBJun 25: Connectors configured 6; Included connectors (8) 8; Data volume 16.8 GBJul 25: Connectors configured 6; Included connectors (8) 8; Data volume 17.1 GBAug 25: Connectors configured 6; Included connectors (8) 8; Data volume 17.3 GBSep 25: Connectors configured 6; Included connectors (8) 8; Active admins 1; Data volume 17.5 GBOct 25: Connectors configured 6; Included connectors (8) 8; Active admins 1; Data volume 17.7 GBNov 25: Connectors configured 6; Included connectors (8) 8; Active admins 1; Data volume 17.9 GBDec 25: Connectors configured 6; Included connectors (8) 8; Active admins 1; Data volume 18.2 GBJan 26: Connectors configured 6; Included connectors (8) 8; Active admins 1; Data volume 15.7 GBFeb 26: Connectors configured 5; Included connectors (8) 8; Active admins 1; Data volume 10.0 GBMar 26: Connectors configured 5; Included connectors (8) 8; Active admins 1; Data volume 6.4 GBApr 26: Connectors configured 5; Included connectors (8) 8; Active admins 0; Data volume 0.0 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Apr 26): Connectors configured 5; Active admins 0; Data volume 0.0 GB. Basis: product usage, facts.usage_monthly:org_005, signals:org_005.

Dated markers: Apr 2026 crm stage stale.

Usagemade from

Documents

Updated 9 Oct 26

23 documents in 5 folders; 3 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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
Documentsmade from

Open deals

DealStageAmountClose
Lornefield Pensions Administration – Win Backlead£50,00029 Jan 2027
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
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

Lornefield Pensions Administration's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 148 AI summaries of 157 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 18 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
made from

B-Brain is a fictional company; every organisation and person here is invented. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations75
People at customers290
B-Brain staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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