B-Viz
Lewis Kerr

Marrowby Foods / BG-Demo – Proposal

Callscheduled

Marrowby Foods logo Marrowby Foods · 12 Oct 2026 10:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

The first commercial conversation with Marrowby Foods after a well-received demo on its own data. The Growth proposal must be clean on single sign-on and user numbers, and Lewis Kerr needs budget, signatory and decision process from Asif Illingworth.

Context: Marrowby Foods is a prospect with no order form, invoices or tenant. The CRM holds one open new Growth deal at £62k, stage demo, expected to close on 11 Dec 2026. Kirsty Priestley is the champion, Asif Illingworth the economic buyer.

Approach: Lead with Kirsty's problem from discovery, people chasing operations data, and Asif's interest in margin by product and customer. Then walk the Growth scope and price an additional users option for the forty to fifty people Kirsty expects. Answer Asif's open timeline question early, as he has waited since the 20 Aug 2026 call.

Watch for: The security questionnaire offers single sign-on at Growth, which the tier list reserves for Enterprise. The evidence does not show whether that answer was corrected, so do not repeat the offer. Confirm whether the production system tracks inventory before promising inventory turnover. Budget, signatory and any rival remain unknown, and Ed Eccles, Procurement Manager, is not on the call.

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

Booked

Updated 9 Oct 26
Date2026-10-12
Time10:15
Typeproposal
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

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DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

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