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Rookhaven Asset Management / BG-Demo – Negotiation

Callscheduled

Rookhaven Asset Management · 21 Oct 2026 09:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First negotiation with Julian Ferrers, the COO and approver, plus procurement. The CRM deal stage is proposal and nothing is signed. The call must make the £125k annual figure clear within the £155k total and show the security review is moving.

Context: Eleanor Whitlock, the champion, has been on every recorded call but is not attending this one. Julian has not been on a recorded call since 9 Jun 2026. He asked for a written price breakdown then. The threads do not show it was sent.

Approach: Start with security, because Julian wants it settled before commercials. Then walk through the 14 Sep 2026 final proposal: £125k a year for the Enterprise subscription, with implementation inside the £155k total. Use one agreed wording for the nightly refresh deadline. Treat Charlotte Ainsley as a new voice and learn her procurement steps.

Watch for: Julian reading £155k as an annual price, questions on cost or sector references, and the security review still being open. Ade Ogunleye, Head of Information Security, has no conversation on record and is not attending.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

Booked

Updated 9 Oct 26

Date2026-10-21

Time09:15

Typenegotiation

Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Help & Support

B-Viz 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.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.