AI facts
Current to 11 Oct 26Cairnlea Homes, a Glasgow housebuilder, holds no contract with BB-Demo: no executed order form, no invoices and £0 ARR. The Growth deal at £50,000 a year, £62,000 including implementation, closed lost on 28 Feb 2025 with security review as the reason. There is no usage and there are no tickets. The last interaction was a webinar invitation to Luke Kershaw on 17 Nov 2025, with no reply recorded. The 16 Jan 2025 proposal price equals the current v2 Growth list.
AI opinion
Current to 11 Oct 26Lost, because the Growth deal closed lost on 28 Feb 2025 over security review and nothing has been signed or invoiced since. No reply is recorded to two webinar invitations. The opportunity is a re-approach, as £50,000 now matches the v2 Growth list.
Next step
Current to 11 Oct 26- What
- Tom Ashdown contacts Neil Metcalfe to find which security point stalled the Growth deal and offers to return with refreshed security and data residency answers. re_engage
- Who
Tom Ashdown
- When
- this_week by 9 Oct 2026
- Why
- Tom Ashdown should reopen Cairnlea Homes with Neil Metcalfe, bringing a refreshed security questionnaire and a data residency answer. The £50,000 Growth deal was lost on 28 Feb 2025 over security review, not price.
Profile
Updated 9 Oct 26- IndustryHousebuildingSource: CRM company record
- Websitecairnlea.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityGlasgowSource: CRM company record
- Size450 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Last contact17 Nov 2025Email: BB-Demo webinar, 20 Nov 2025 · 326 days before 9 Oct 2026
The story
Current to 11 Oct 26Lost: Cairnlea Homes' Growth deal at £50,000 a year closed lost on 28 Feb 2025 over security review, with no order form, invoice or usage since. Tom Ashdown should ask Neil Metcalfe which security point failed and come back with refreshed answers.
Lost. Cairnlea Homes holds no executed order form, no invoice and £0 ARR. Its Growth deal at £50,000 a year, £62,000 including implementation, closed lost on 28 Feb 2025 over security review.
There is no usage and there are no tickets, because Cairnlea never became a customer. Tom Ashdown worked the deal with Neil Metcalfe, the champion, and Luke Kershaw, the CFO, over five calls and eight threads.
On 10 Feb 2025 Owen Tallis offered up to twenty per cent off year one, and Neil said they were happy to move forward. The records do not show which security point failed, and two later webinar invitations drew no recorded reply.
Tom asks Neil which security point stalled the deal and offers to return with Hannah Lowe's refreshed security questionnaire and a data residency option, by 9 Oct 2026.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 13 Jan 2025
- Growth tier sales proposal issued · proposal · 16 Jan 2025
- Security (1)
- Growth tier security questionnaire issued · security questionnaire · 30 Dec 2024
Open deals
Open tickets
Activity
- 20 Nov 2025eventBB-Demo webinar
+10
- 17 Nov 2025email_threadBB-Demo webinar, 20 Nov 2025
- 16 Oct 2025eventBB-Demo webinar
+9
- 19 Jun 2025eventBB-Demo webinar
+6
- 17 Apr 2025eventBB-Demo webinar
+5
- 23 Mar 2025email_threadBB-Demo webinar, 17 Apr 2025
- 20 Feb 2025eventBB-Demo webinar
+7
- 10 Feb 2025callCairnlea Homes / BB-Demo – Negotiation
+2
- 4 Feb 2025email_threadService levels and contract terms
- 17 Jan 2025email_threadCairnlea proposal, updates and next steps
- 17 Jan 2025callCairnlea Homes / BB-Demo – Proposal
- 16 Jan 2025documentCairnlea Homes - Proposal
- 13 Jan 2025email_threadProposal review, let's find a time
- 13 Jan 2025documentCairnlea Homes - Proposal v1
- 6 Jan 2025callCairnlea Homes / BB-Demo – Demo
- 30 Dec 2024email_threadQuick scheduling question
- 30 Dec 2024documentCairnlea Homes - Security Questionnaire
- 27 Dec 2024email_threadDemo, some prep for you
- 27 Dec 2024callCairnlea Homes / BB-Demo – Demo
- 18 Dec 2024email_threadDemo, let's lock in a time
- 6 Dec 2024email_threadCairnlea, proposal outline
- 6 Dec 2024callCairnlea Homes / BB-Demo – Discovery
- 29 Nov 2024email_threadLet's schedule a discovery call
- 14 Nov 2024dealCairnlea Homes – New
- 15 Feb 2024eventBB-Demo webinar
+2
- 16 Nov 2023eventBB-Demo webinar
+4
Contacts
Evidence trail
Updated 9 Oct 26Cairnlea Homes' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 18 AI summaries of 19 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 3 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Cairnlea Homes / BB-Demo – Discovery entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes / BB-Demo – Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_004 raw row
- Cairnlea Homes entity
- Cairnlea Homes / BB-Demo – Negotiation entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_005 raw row
- Cairnlea Homes entity
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- +20 more
- Cairnlea Homes / BB-Demo – Discovery entity
- AI opinion page block
- Cairnlea Homes lost AI record
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes: no executed order form held AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Security questionnaire, Growth implementation AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes Growth tier proposal AI record
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal entity
- +1 more
- Cairnlea Homes - Security Questionnaire entity
- Discovery: post-completion customer care AI record
- Cairnlea Homes / BB-Demo – Discovery entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Discovery entity
- Demo on care data and Growth pricing AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Demo of the brain for Cairnlea Homes AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Proposal call: price and security questions AI record
- Cairnlea Homes / BB-Demo – Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_004 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Proposal entity
- +20 more
- Cairnlea Homes – New entity
- Cairnlea Homes lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_038 facts table
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes – New entity
- facts.arr_monthly:org_038 facts table
- AI facts page block
- Cairnlea Homes lost AI record
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes: no executed order form held AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Security questionnaire, Growth implementation AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes Growth tier proposal AI record
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal entity
- +1 more
- Cairnlea Homes - Security Questionnaire entity
- Discovery: post-completion customer care AI record
- Cairnlea Homes / BB-Demo – Discovery entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Discovery entity
- Demo on care data and Growth pricing AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Demo of the brain for Cairnlea Homes AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Proposal call: price and security questions AI record
- Cairnlea Homes / BB-Demo – Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_004 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Proposal entity
- +20 more
- Cairnlea Homes – New entity
- Cairnlea Homes lost AI record
- Contacts page block
- Neil Metcalfe entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/contacts.csv per_3801:org_038 raw row
- Cairnlea Homes entity
- Luke Kershaw entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/contacts.csv per_3802:org_038 raw row
- Cairnlea Homes entity
- Faye Metcalfe entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/contacts.csv per_3803:org_038 raw row
- Cairnlea Homes entity
- Neil Metcalfe entity
- Open deals (not yet analysed) page block
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes entity
- Documents page block
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Security Questionnaire entity
- hero page block
- Cairnlea Homes lost AI record
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes: no executed order form held AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Security questionnaire, Growth implementation AI record
- Cairnlea Homes - Security Questionnaire entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Security Questionnaire entity
- Growth tier proposal v1, draft AI record
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal v1 entity
- Cairnlea Homes Growth tier proposal AI record
- Cairnlea Homes - Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- document_store/files.csv doc_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes - Proposal entity
- +1 more
- Cairnlea Homes - Security Questionnaire entity
- Discovery: post-completion customer care AI record
- Cairnlea Homes / BB-Demo – Discovery entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_001 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Discovery entity
- Demo on care data and Growth pricing AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_002 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Demo of the brain for Cairnlea Homes AI record
- Cairnlea Homes / BB-Demo – Demo entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_003 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Demo entity
- Proposal call: price and security questions AI record
- Cairnlea Homes / BB-Demo – Proposal entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- call_recorder/calls.csv call_038_004 raw row
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes / BB-Demo – Proposal entity
- +20 more
- Cairnlea Homes – New entity
- facts.reconciliation_t0:org_038 facts table
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:1 raw row
- crm/deal_stage_history.csv deal_038_01:2 raw row
- crm/deal_stage_history.csv deal_038_01:3 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Signals: Cairnlea Homes signals (no model)
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- Cairnlea Homes entity
- Cairnlea Homes lost AI record
- Key facts page block
- facts.reconciliation_t0:org_038 facts table
- Cairnlea Homes – New entity
- Cairnlea Homes entity
- crm/companies.csv org_038 raw row
- crm/deal_line_items.csv deal_038_01:1 raw row
- crm/deal_line_items.csv deal_038_01:2 raw row
- +4 more
- Cairnlea Homes entity
- Cairnlea Homes – New entity
- facts.reconciliation_t0:org_038 facts table
- 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