Example weekly brief

What arrives—and what does not.

These fictional examples show the card structure without publishing a real charity as a prospect. Live pilot cards contain dated source links and are checked before delivery.

Newly overdue

Willow Bridge Community Trust

Illustrative organisation · North West England

Latest reported income

£184,200

Official due date

31 July 2026

Signal first seen

14 August 2026

Contact route

Organisation website and general office number

Practice fit

Community services · £40k–£500k

Source state

Checked 16 August 2026

Why it is here: the overdue event is recent, the organisation appears active, and its latest reported income fits the customer’s independent-examination/accounts band. The card would be removed when the official register records receipt.

First filing

Harbourlight Youth Project

Illustrative organisation · Yorkshire

Latest reported income

Not yet filed

Official due date

30 November 2026

Signal first seen

12 August 2026

Contact route

General organisation email

Practice fit

Youth services · first accounts

Source state

Forecast; verify before use

Why it is here: an official first-filing date is approaching and the organisation has a usable general contact route. Because first-year circumstances vary, this card is clearly marked for verification rather than presented as a confirmed need.

Rule transition

Eastfield Arts Collective

Illustrative organisation · London

Latest reported income

£512,400

Period end

31 December 2026

Signal first seen

15 August 2026

Contact route

Organisation website

Practice fit

Arts · qualified examiner band

Source state

Possible effect, not advice

Why it is here: the reporting period may fall under the 2026 threshold changes and the latest reported income is near a service boundary. The card explains the possible relevance and links to current guidance; it does not assert the organisation’s exact requirement.

The important distinction: every card is a reason to research, not proof that an organisation wants to change accountant. The founding pilot succeeds only if customers consistently judge the opportunities worth considering.

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