Customer folders
Customer folders
Updated 9 Oct 26
Growing · ARR £125,000 · renews 1 Jul 2027 · {'crm_arr': 118750, 'differs': True}
Growing: Enterprise at £125,000 a year to 30 Jun 2027, with active users up from 45 to 64 and questions from 1268 to 2180 since May 2026. No active owner since Priya Raman left. Tom Ashdown owes a priced expansion offer before the 14 Oct 2026 call.
AtRisk · ARR £44,000 · renews 1 Dec 2026 · {'crm_arr': 88000, 'differs': True}
AtRisk: Brackwell Freight Ltd renews on 1 Dec 2026 at a proposed £50,000 against £44,000 today. Questions asked fell from 520 to 190 (-63%), the champion has left, and the Finance Director wants usage in writing before any renewal talk.
AtRisk · ARR £45,000 · renews 5 Jan 2027 · {'crm_arr': 50000, 'differs': False}
AtRisk: Veldmaat Payments renews in 88 days, with the CRM renewal deal at £50,000 against £45,000 contracted. An over-billed invoice is disputed and 65 days overdue, and Joost Verbeek will not discuss renewal until it and the service credit answer are closed.
AtRisk · ARR £19,500 · renews 4 Jan 2027 · {'crm_arr': 19500, 'differs': False}
AtRisk: Hollins Tarrant's £19,500 Starter subscription renews on 4 Jan 2027 at £22,000 while active users fell from 7 to 3. Rob Ellery says the team stopped using the brain after the Salesforce move, so Marcus Bell must restore the connectors before the 19 Oct 2026 call.
Lost · ARR £0 · {'crm_arr': 44000, 'differs': True}
Lost: Lornefield's Growth term ended on 2 Apr 2026 after notice on a group move to Signalvane. The CRM still shows £44,000. A win-back lead is open, and Nell Ashcombe owes Fiona Mackie paperwork before the 13 Oct 2026 discovery call.
Lost · {'crm_arr': None, 'differs': False}
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 · {'crm_arr': None, 'differs': False}
Lost: Calderbrook's £44,000 Growth subscription ended on 1 Sep 2026 after notice on 6 Jul 2026, as reporting moved to an in-house Microsoft platform. Invoices were paid within terms, but the records do not yet show the written exit confirmations.
Healthy · ARR £125,000 · renews 1 Oct 2027 · {'crm_arr': 125000, 'differs': False}
Healthy: Ardcarne Life Assurance is in the first month of an executed Enterprise order form at £125,000 a year. Declan Furlong's open security conditions and a duplicate broker records ticket need closing.
Watch · ARR £58,000 · renews 5 Jan 2027 · {'crm_arr': 58000, 'differs': True}
Watch: Harrowden Foods holds Growth at £50,000 plus a signed £8,000 user add-on, renewing on 5 Jan 2027. Usage records rise, but the QBR cited low use and Rajesh Mistry wants usage by team and cost per head first.
Healthy · ARR £50,000 · renews 2 Feb 2027 · {'crm_arr': 50000, 'differs': False}
Healthy: Growth at £50,000 a year to 1 Feb 2027, with questions and active users rising and late invoices now paid. The 2 Feb 2027 renewal needs a value case, as finance questions forty seats and repeat tickets have shaken Dana Whitaker's team.
Healthy · ARR £19,500 · renews 1 Jun 2027 · {'crm_arr': 19500, 'differs': False}
Healthy: Brindlecote Insurance Brokers is on Starter at £19,500, signed to 31 May 2027, with every invoice paid within terms. Questions rose 18% on steady users, but Toby Underwood asks 51% of them. A Growth lead for operations needs taking to Ravi Atherton.
Lost · {'crm_arr': None, 'differs': False}
Lost: Corriemoor Foods' Starter term at £19,500 per year ended 31 Jul 2025 with no executed renewal, after the CRM renewal deal closed lost to a switch in-house. Nell Ashcombe should confirm data deletion and test a win-back with Elliot Allott.
Lost · {'crm_arr': None, 'differs': False}
Lost: Tidecombe Housing's Starter subscription at £19,500 ended on 28 Feb 2026 after Finance Director Luke Kitching declined to renew on the 19 Jan 2026 call. No questions were asked in the last 90 days. Tom Ashdown is to seek a win-back discovery call.
Healthy · ARR £44,000 · renews 1 Apr 2027 · {'crm_arr': 44000, 'differs': False}
Healthy: Growth at £44,000 under the executed order form, all invoices paid within terms and questions up 12% over four months. An accounting connector mismatch and the £50,000 renewal price need a value case before 1 Apr 2027.
Healthy · ARR £22,000 · renews 1 Jul 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Vantrell Software renewed Starter at £22,000 on the v2 price to 30 Jun 2027, with questions up from 524 to 602 and users steady at 10. The risks are Hugh Firth's 29% share and the Zendesk sync root cause still owed, which Daniel Okafor should close with Hugh.
Healthy · ARR £48,500 · renews 1 May 2027 · {'crm_arr': 48500, 'differs': False}
Healthy: Growth at £48,500 a year to 30 Apr 2027, invoices paid within terms and questions asked up 14% since May 2026. The CRM owner has left and the finance director is challenging seat use ahead of the 1 May 2027 renewal at £50,000.
Watch · ARR £19,500 · renews 1 Jan 2027 · {'crm_arr': 19500, 'differs': False}
Watch: Quaystead Marine Services' Starter renewal on 1 Jan 2027 moves from £19,500 to £22,000 (12.8%). Usage is steady and invoices are paid within terms, but Luke Oakes expects same terms and Asif Nuttall has not replied to the renewal email.
AtRisk · ARR £51,000 · renews 1 Dec 2026 · {'crm_arr': 58000, 'differs': True}
AtRisk: champion Ruth Ackroyd lost her platform user on 29 Jun 2026, Stuart Kenyon refuses to pay more for falling use, and the £51,000 Growth term ends 30 Nov 2026 with a £58,000 proposal unsigned.
Watch · ARR £19,500 · renews 1 Dec 2026 · {'crm_arr': 19500, 'differs': False}
Watch: the Starter renewal on 1 Dec 2026 rises 12.8% to £22,000 after a draft showed £19,500. Usage is flat, invoices are paid and the main hands-on user left. Lewis Kerr takes price and value to the 19 Oct 2026 call.
Lost · ARR £0 · {'crm_arr': 39600, 'differs': True}
Lost: Fairhallow Travel let its £39,600 Growth contract end on 31 Dec 2025 over seats and cost per booking, after the champion left. No paper or invoice covers a later term, yet the CRM still shows a customer.
Healthy · ARR £22,000 · renews 1 Mar 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Starter at £22,000 a year under the executed order form, paid within terms, with questions up from 182 to 250 and users from 8 to 9. Renewal falls on 1 Mar 2027. Amara Obi should book the first QBR and team demo.
Healthy · ARR £19,500 · renews 1 Jun 2027 · {'crm_arr': 19500, 'differs': False}
Healthy: Copperlane Payroll holds Starter at £19,500 to 31 May 2027 under an executed order form, with use steady at 13 users. The CRM owner has left and an invoice was paid late, so Marcus Bell takes the account and confirms the renewal price.
Healthy · ARR £120,500 · renews 1 Apr 2027 · {'crm_arr': 120500, 'differs': False}
Healthy: Enterprise at £120,500 a year to 31 Mar 2027, with active users up from 72 to 148 and questions from 942 to 3957. A written freshness credit check and a sponsor introduction are owed before the 1 Apr 2027 renewal at £125,000.
Healthy · ARR £44,000 · renews 1 Apr 2027 · {'crm_arr': 50000, 'differs': True}
Healthy: Growth at £44,000 a year to 31 Mar 2027, with recorded users steady at 38 and questions up 12%. The champion and CFO question the value of 40 seats before a £50,000 renewal on 1 Apr 2027.
AtRisk · ARR £46,800 · renews 1 Nov 2026 · {'crm_arr': 46800, 'differs': True}
AtRisk: Clonvara's Growth renewal is due 1 Nov 2026 with no order form. The COO questions 40 licences and the £55,000 deal against £46,800, the champion's account is deactivated and one admin remains. Invoices are paid within terms, so this is value risk.
Watch · ARR £113,500 · renews 1 Jun 2027 · {'crm_arr': 113500, 'differs': False}
Watch: Lindqvarn Retail pays on time and usage held at 133 active users. But champion Karin Sjöberg's account was deactivated on 4 Sep 2026, and the CFO contests a renewal priced at £125,000 against £113,500 today.
Lost · {'crm_arr': None, 'differs': False}
Lost: Skovdal Software's Starter term ended on 31 Jan 2026 after the Managing Director doubted the value of a price rise, though both invoices were paid within terms. Tom Ashdown should reopen it through former champion Ida Mortensen with a value case.
AtRisk · ARR £22,000 · renews 1 Feb 2027 · {'crm_arr': 22000, 'differs': False}
AtRisk: champion Arnaud Janssens lost platform access on 4 Sep 2026, 115 days before the £22,000 Starter renewal, and the Salesforce connector has stopped loading. Payment is sound and questions asked are up 26% since May 2026.
Healthy · ARR £47,500 · renews 1 May 2027 · {'crm_arr': 47500, 'differs': False}
Healthy: Auerhain Industrietechnik's usage is climbing fast on an executed Growth order form at £47,500 a year. The £50,000 renewal on 1 May 2027 sits against an unexecuted £47,500 + VAT proposal, and no QBR is recorded.
Healthy · ARR £50,000 · renews 1 Jun 2027 · {'crm_arr': 50000, 'differs': False}
Healthy: usage is climbing fast on a £50,000 Growth contract that runs to 31 May 2027 and is paid within terms, but CFO Mike Delaney wants a one-page ROI before any renewal talk.
Growing · ARR £22,000 · renews 1 Jul 2027 · {'crm_arr': 22000, 'differs': False}
Growing: Tallowfield Health Partners, on Starter at £22,000 a year to 30 Jun 2027, saw questions asked rise 253% and active users 50% since July 2026. Nicole Hayes asked on 21 Sep 2026 for three more users, and Jordan Pike owes her a costed proposal by 15 Oct 2026.
Healthy · ARR £22,000 · renews 1 Apr 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Wattlebrook's £22,000 Starter subscription is paid within terms, questions recovered to 432 in 2026-09 after an August 2026 dip, and renewal falls on 1 Apr 2027. One unnamed user asks 51% of questions, and Marcus Bell books the agreed training refresher.
Lost · {'crm_arr': None, 'differs': False}
Lost: Ambrose Kell Associates never signed. Its only deal, a Starter sale at £28,000 first-year cost, closed lost to a competitor on 15 Sep 2023, and there has been no contact since 1 Sep 2023. Nell Ashcombe is to reopen contact with Emma Illingworth.
Lost · {'crm_arr': None, 'differs': False}
Lost: Thornwick Haulage's only deal, a Starter opportunity, closed lost to a competitor on 22 Mar 2024, with no order form executed and nothing invoiced. Tom Ashdown should write to Dan Firth to reopen the conversation.
Lost · {'crm_arr': None, 'differs': False}
Lost: the Starter deal closed lost on 15 Nov 2024 for timing, with no executed order form, no invoices and no recorded contact since 31 Oct 2024. Tom Ashdown is to reopen the conversation with Sam Hollis.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ravensholt Capital has an open £62,000 Growth deal at the CRM's demo stage, with Neil Barlow as a positive champion. Nothing is signed, the quoted prices differ, the economic buyer has no recorded calls, and a proposal call is booked for 13 Oct 2026.
Lost · {'crm_arr': None, 'differs': False}
Lost: 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 · {'crm_arr': None, 'differs': False}
Lost: Penvarra Digital never signed. Its only deal, a £28,000 Starter opportunity, closed lost to a competitor on 15 Dec 2023, and a 30 Jun 2026 webinar invitation went unanswered. Tom Ashdown should reopen with Toby Lister, the 2023 champion.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an Enterprise proposal at £125,000 a year, £155,000 total with implementation, is open and nothing is signed. Security and the COO's approval gate commitment, and a negotiation call is booked for 21 Oct 2026.
Win-back · {'crm_arr': None, 'differs': False}
Win-back: the Starter deal at £28,000 closed lost on 27 Jun 2025 for timing after Megan Entwistle agreed two-year terms. Nothing is executed or invoiced, and there has been no contact since 29 May 2025. Lewis Kerr reopens the conversation with Kirsty Carswell.
Lost · {'crm_arr': None, 'differs': False}
Lost. Ashlowe Medical Group's Growth deal closed lost at security review on 26 Sep 2025, after both buyers had agreed verbally. Nothing was signed or invoiced. Lewis Kerr should ask Neil Bancroft what failed before any win-back.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ivelbridge Software's CFO asked for the order form on 7 Oct 2026 for a Growth deal at £62,000 first year. Nothing is executed. Lewis Kerr should send a corrected order form before the 20 Oct 2026 negotiation call.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Marrowby Foods has no contract or invoices but an open £62,000 Growth deal at the demo stage after a positive demo on its own data. A proposal call is booked for 12 Oct 2026. Budget, decision process and the SSO answer are not yet settled.
Lost · {'crm_arr': None, 'differs': False}
Lost: Stourleigh Logistics never signed. Both £22,000 Starter proposals lapsed and the CRM deal closed lost to an unnamed competitor on 26 Jun 2026. Sophie Ling should re-engage Neil Ashby to learn why and to test a corrected Starter offer.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ledgerwood Freight has an unsigned Growth proposal at £50,000 a year plus £12,000 implementation. Maria Hughes, President, aims to sign by mid-November; Jordan Pike must issue one clean order form before the 26 Oct 2026 negotiation call.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Halberd Point Insurance has an open £155,000 Enterprise deal and no executed paper. The champion liked the 7 Sep 2026 demo, but the CFO has not replied to the 15 Jul 2026 proposal, and a security review gates any commitment.
Lost · {'crm_arr': None, 'differs': False}
Lost: Brannigan Wolfe's Growth deal at £62,000 for year one closed lost to an unnamed competitor on 29 May 2026. Nothing was signed or invoiced. Jordan Pike should reopen contact with champion Danielle Butler to test a win-back.
Lost · {'crm_arr': None, 'differs': False}
Lost: Vossberg Logistik's Enterprise deal closed lost on 12 Dec 2025 at security review. No contract, invoices or usage exist, and nothing is recorded since 30 Oct 2025. Sophie Ling is to reopen the conversation with Lena Vogel.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an open new Growth deal at CRM stage demo for £62,000 follows the 1 Oct 2026 demo, with nothing executed. Lewis Kerr must replace the £44,000 discovery quote with the v2 £50,000 list before the 27 Oct 2026 proposal call.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Kilcarra Medical has an unsigned Starter proposal at £22,000 a year plus £6,000 implementation. The CFO will take a three-month discount to his board, and the order form holds for ten days.
Lost · {'crm_arr': None, 'differs': False}
Lost: Maison Vercourt's only deal, a Growth tier new deal with an amount of £62,000, closed lost on 18 Jul 2025 on security review. There is no order form, invoice or usage. The one recent touch is a webinar invitation to the Chief Financial Officer for 15 Oct 2026.
Win-back · {'crm_arr': None, 'differs': False}
Win-back: Ekholm Byggtjänst accepted Starter terms on 5 Feb 2026 but never signed, and the CRM deal closed lost on 20 Feb 2026 for no decision. Lewis Kerr should reopen it with Sara Forsberg on a fresh v2-priced offer.
Lost · {'crm_arr': None, 'differs': False}
Lost: Muskwa Insurance Group's Growth deal, amount £62,000, closed lost on 17 Jul 2026 for no decision after a well-received 27 May 2026 demo. Jordan Pike should ask Dylan Tremblay whether it can reopen with the finance director engaged.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Tanjong Arc Logistics holds a Growth proposal of 5 Oct 2026 at £50,000 a year plus £12,000 implementation, with nothing executed. Tom Ashdown must send a corrected order form before the negotiation call booked for 29 Oct 2026.
Lost · {'crm_arr': None, 'differs': False}
Lost: the Enterprise deal, amount £155,000, closed lost on price on 12 Jun 2026 after a positive demo. No contact is recorded since 28 Apr 2026. Lewis Kerr should reopen with Huda Haddad by answering her Gulf refresh question.
Lost · {'crm_arr': None, 'differs': False}
Lost: Trevanion Marine never signed. The only Starter deal closed lost on 24 Nov 2023 for timing, and no order form or invoice exists. Tom Ashdown should reopen with Ian Nuttall at one clear Starter price, with answers on security and term for Chris Openshaw.
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Strathcorran Renewables is weighing an unsigned £62,000 Growth proposal of 1 Oct 2026. A security review with its Head of IT, plus open SSO and access-control scope, must be cleared before the negotiation call booked for 23 Oct 2026.
Lost · {'crm_arr': None, 'differs': False}
Lost: Fosdyke Packaging's Starter deal went to an unnamed competitor on 31 Oct 2025 with no order form executed, and nobody has contacted it since 27 Oct 2025. Tom Ashdown should reopen talks with Sam Entwistle, citing a senior appointment effective 19 Jun 2026.