Quillmark Health

Lost£0

AI facts

Current to 11 Oct 26

Quillmark Health, a Boston healthcare services firm, was an Enterprise prospect and holds no contract, invoices or tickets with BB-Demo. The proposals quoted £125,000 a year, with a deal amount of £155,000 including implementation, but nothing was executed. The CRM deal closed lost on 31 Jul 2026 with lost reason security_review. Procurement Director Tasha Greene named an unresolved data-integrity incident as the deciding factor. No usage is recorded, as nothing was deployed.

Read from 10 calls · 18 email threads · 2 news items · 1 deals · 4 people · 6 documents, newest 31 Jul 26

AImade from

AI opinion

Current to 11 Oct 26

Lost, because Quillmark Health chose another vendor, and both the CRM deal and the customer's own letters close the evaluation. The stated cause was BB-Demo's unresolved data-integrity incident. Quillmark keeps BB-Demo on its vendor file, so a future approach needs a fresh trigger and the incident reviewed first.

Signals Quillmark Health – New Document roll-up Quillmark Health and BB-Demo: negotiation next steps Disclosure of refresh outage earlier this week Quillmark Health - outcome of vendor evaluation

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Jordan Pike sends Megan Alvarez a written incident close-out that answers each of her four confirmation points on the July refresh outage. re_engage
Who: Jordan Pike
When: this_month by 9 Oct 2026
Why: Jordan Pike should finish the internal review of the July refresh outage and send Megan Alvarez a written close-out, so Quillmark Health's vendor file no longer records the incident as unresolved.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryHealthcare services
Websitequillmarkhealth.example
CountryUnited States
HQ cityBoston
Size1,100 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

Key facts

Updated 9 Oct 26

Last contact31 Jul 2026

Computedmade from

The story

Current to 11 Oct 26

Lost

Lost: Quillmark Health chose another vendor after its Enterprise evaluation. Nothing was executed, and procurement named an unresolved data-integrity incident as the deciding factor. The CRM deal closed lost on 31 Jul 2026.

Lost. Quillmark Health evaluated the Enterprise tier but executed nothing: the 20 May 2026 proposal quoted £125,000 a year, or £155,000 including implementation. The CRM deal closed lost on 31 Jul 2026, with no contract, renewal or invoices.

No brain was deployed, so there is no usage or ticket history. Jordan Pike held 8 of the 10 recorded calls, Hannah Lowe ran the security answers and Megan Alvarez, the CISO, gated the deal.

Megan said on 24 Jun 2026 that another vendor was chosen. On 31 Jul 2026 Tasha Greene, Procurement Director, named an unresolved data-integrity incident as the deciding factor.

Jordan should send Megan a written close-out of the refresh outage that answers her four confirmation points, due 9 Oct 2026. That way Quillmark's vendor file no longer records the incident as unresolved.

AI · claude-opus-5-5 · 11 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

6 documents in 3 folders; 2 drafts hang on their executed paper. All documents

commercial
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

Contracts (1)
- Draft data processing agreement draft · dpa · 16 Jul 2026
Proposals (3)
- Enterprise tier proposal issued · proposal · 23 Mar 2026
- Draft Enterprise proposal draft · proposal · 15 May 2026
- Enterprise proposal, regulated US buyer issued · proposal · 20 May 2026
Security (2)
- Security questionnaire answers for Enterprise review issued · security questionnaire · 23 Apr 2026
- Draft security questionnaire answers draft · security questionnaire · 1 Jun 2026

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

31 Jul 2026email_threadQuillmark Health - outcome of vendor evaluation Jordan Pike, Tasha Greene
24 Jul 2026email_threadDisclosure of refresh outage earlier this week Jordan Pike, Hannah Lowe, Megan Alvarez
23 Jul 2026email_threadIncident history request for vendor security review Jordan Pike, Megan Alvarez
16 Jul 2026documentQuillmark Health - Data Processing Agreement v1 Jordan Pike
6 Jul 2026callQuillmark Health / BB-Demo – Security Review Hannah Lowe, Megan Alvarez
1 Jul 2026email_threadSecurity review session - scheduling Hannah Lowe, Megan Alvarez
30 Jun 2026email_threadQuillmark Health and BB-Demo: negotiation next steps Jordan Pike, Owen Tallis, Megan Alvarez, Tasha Greene+1
29 Jun 2026callQuillmark Health / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Megan Alvarez, Tasha Greene+1
24 Jun 2026email_threadFinding time to close out the evaluation Jordan Pike, Megan Alvarez
15 Jun 2026callQuillmark Health / BB-Demo – Security Review Hannah Lowe, Megan Alvarez
11 Jun 2026email_threadSetting a time for the security review walkthrough Hannah Lowe, Megan Alvarez
1 Jun 2026documentQuillmark Health - Security Questionnaire v1 Hannah Lowe
1 Jun 2026callQuillmark Health / BB-Demo – Security Review Jordan Pike, Hannah Lowe, Megan Alvarez
27 May 2026email_threadSecurity review: scheduling a working session Jordan Pike, Megan Alvarez
20 May 2026email_threadQuillmark Health and BB-Demo: proposal follow-up and security review Jordan Pike, Ben Kowalski, Megan Alvarez
20 May 2026documentQuillmark Health - Proposal Jordan Pike
20 May 2026callQuillmark Health / BB-Demo – Proposal Jordan Pike, Ben Kowalski, Megan Alvarez
15 May 2026documentQuillmark Health - Proposal v1 Jordan Pike
13 May 2026email_threadScheduling the proposal walkthrough Jordan Pike, Ben Kowalski
23 Apr 2026documentQuillmark Health - Security Questionnaire Hannah Lowe
17 Apr 2026email_threadQuillmark Health and BB-Demo: demo follow-up and security questions Jordan Pike, Hannah Lowe, Ben Kowalski, Megan Alvarez, Dana Whitcombe+2
16 Apr 2026callQuillmark Health / BB-Demo – Demo Jordan Pike, Hannah Lowe, Ben Kowalski, Megan Alvarez, Dana Whitcombe+2
9 Apr 2026email_threadSetting up the demo Jordan Pike, Ben Kowalski
31 Mar 2026callQuillmark Health / BB-Demo – Proposal Jordan Pike, Ben Kowalski, Tasha Greene
26 Mar 2026email_threadWalking through the proposal Jordan Pike, Ben Kowalski
23 Mar 2026documentQuillmark Health - Proposal Jordan Pike
9 Mar 2026email_threadFollow-up from discovery and next steps on security Jordan Pike, Ben Kowalski, Megan Alvarez
9 Mar 2026callQuillmark Health / BB-Demo – Discovery Jordan Pike, Ben Kowalski, Megan Alvarez
3 Mar 2026email_threadGetting a discovery session on the calendar Jordan Pike, Ben Kowalski
2 Mar 2026newsQuillmark Health publishes latest results
23 Feb 2026email_threadHIPAA scope and data residency questions Jordan Pike, Ben Kowalski
16 Feb 2026callQuillmark Health / BB-Demo – Demo Jordan Pike, Hannah Lowe, Ben Kowalski
12 Feb 2026email_threadDemo scheduling – Quillmark on your own data Jordan Pike, Ben Kowalski
2 Feb 2026dealQuillmark Health – New Jordan Pike, Ben Kowalski
2 Feb 2026callQuillmark Health / BB-Demo – Discovery Jordan Pike, Hannah Lowe, Ben Kowalski
23 Jan 2026email_threadScheduling a discovery call Jordan Pike, Ben Kowalski
7 May 2025newsQuillmark Health announces expansion of hospital client services

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

Quillmark Health's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 36 AI summaries of 37 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages.

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

Activity page block
- Quillmark Health / BB-Demo – Discovery entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_001 raw row
- Quillmark Health / BB-Demo – Demo entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_002 raw row
- Quillmark Health / BB-Demo – Discovery entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_003 raw row
- Quillmark Health / BB-Demo – Proposal entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_004 raw row
- Quillmark Health / BB-Demo – Demo entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_005 raw row
- Quillmark Health / BB-Demo – Proposal entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - call_recorder/calls.csv call_006_006 raw row
- +31 more
AI opinion page block
- Quillmark Health lost AI record
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
  - Quillmark Health: nothing executed yet AI record
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_001 raw row
    - Quillmark Health - Security Questionnaire entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_002 raw row
    - Quillmark Health - Proposal v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_003 raw row
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_004 raw row
    - Quillmark Health - Security Questionnaire v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_005 raw row
    - Quillmark Health - Data Processing Agreement v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_006 raw row
    - +7 more
  - Discovery: one view of each hospital client AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_001 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Demo on sample data and security next steps AI record
    - Quillmark Health / BB-Demo – Demo entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_002 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise discovery and security questions AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_003 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise proposal walkthrough AI record
    - Quillmark Health / BB-Demo – Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_004 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - +39 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_006 facts table
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
AI facts page block
- Quillmark Health lost AI record
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
  - Quillmark Health: nothing executed yet AI record
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_001 raw row
    - Quillmark Health - Security Questionnaire entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_002 raw row
    - Quillmark Health - Proposal v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_003 raw row
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_004 raw row
    - Quillmark Health - Security Questionnaire v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_005 raw row
    - Quillmark Health - Data Processing Agreement v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_006 raw row
    - +7 more
  - Discovery: one view of each hospital client AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_001 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Demo on sample data and security next steps AI record
    - Quillmark Health / BB-Demo – Demo entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_002 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise discovery and security questions AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_003 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise proposal walkthrough AI record
    - Quillmark Health / BB-Demo – Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_004 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - +39 more
Contacts page block
- Megan Alvarez entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - crm/contacts.csv per_0601:org_006 raw row
- Ben Kowalski entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - crm/contacts.csv per_0602:org_006 raw row
- Tasha Greene entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - crm/contacts.csv per_0603:org_006 raw row
- Dana Whitcombe entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - crm/contacts.csv per_0604:org_006 raw row
Open deals (not yet analysed) page block
- Quillmark Health entity
  - crm/companies.csv org_006 raw row
Documents page block
- Quillmark Health - Proposal entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_001 raw row
- Quillmark Health - Security Questionnaire entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_002 raw row
- Quillmark Health - Proposal v1 entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_003 raw row
- Quillmark Health - Proposal entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_004 raw row
- Quillmark Health - Security Questionnaire v1 entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_005 raw row
- Quillmark Health - Data Processing Agreement v1 entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - document_store/files.csv doc_006_006 raw row
hero page block
- Quillmark Health lost AI record
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
  - Quillmark Health: nothing executed yet AI record
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_001 raw row
    - Quillmark Health - Security Questionnaire entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_002 raw row
    - Quillmark Health - Proposal v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_003 raw row
    - Quillmark Health - Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_004 raw row
    - Quillmark Health - Security Questionnaire v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_005 raw row
    - Quillmark Health - Data Processing Agreement v1 entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - document_store/files.csv doc_006_006 raw row
    - +7 more
  - Discovery: one view of each hospital client AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_001 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Demo on sample data and security next steps AI record
    - Quillmark Health / BB-Demo – Demo entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_002 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise discovery and security questions AI record
    - Quillmark Health / BB-Demo – Discovery entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_003 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - Enterprise proposal walkthrough AI record
    - Quillmark Health / BB-Demo – Proposal entity
      - Quillmark Health entity
        crm/companies.csv org_006 raw row
      - call_recorder/calls.csv call_006_004 raw row
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
  - +39 more
- facts.reconciliation_t0:org_006 facts table
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
- Quillmark Health entity
  - crm/companies.csv org_006 raw row
- Signals: Quillmark Health signals (no model)
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
Key facts page block
- facts.reconciliation_t0:org_006 facts table
  - Quillmark Health – New entity
    - Quillmark Health entity
      - crm/companies.csv org_006 raw row
    - crm/deal_close_date_changes.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:1 raw row
    - crm/deal_line_items.csv deal_006_01:2 raw row
    - crm/deal_stage_history.csv deal_006_01:1 raw row
    - crm/deal_stage_history.csv deal_006_01:2 raw row
    - +5 more
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
- Quillmark Health entity
  - crm/companies.csv org_006 raw row
- Signals: Quillmark Health signals (no model)
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
- Quillmark Health - outcome of vendor evaluation entity
  - Quillmark Health entity
    - crm/companies.csv org_006 raw row
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 · 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	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Quillmark Health

AI facts

AI opinion

Next step

Profile

Key facts

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

What the data covers

Who to contact

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