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Fewston Heating Supplies / BG-Demo – Negotiation

Callscheduled

Fewston Heating Supplies · 20 Oct 2026 10:30

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

Michael Dinsdale's first call since discovery, and credit's first. He wants the all-in cost and has rejected 20 Nov 2026 as a decision date. The connector commitment is still unsettled, and the champion, Lisa Dewhirst, is not attending.

Context: Nothing is signed, so there is no contracted price or term. Michael has joined one recorded call and missed both demos, so expect him to test cost and tier fit afresh.

Approach: Lead with the all-in cost: Growth at £50k a year, a £62k first-year total including implementation, plus VAT. Settle the three named connectors and a live-within-days commitment, with Owen Tallis and Lewis Kerr agreeing the position beforehand.

Credit: Diane Hirst is effectively new to the deal. Frame the shared installer view and the Monday spreadsheet around credit's needs, and ask how credit's separate tool works rather than assume.

Watch for: a push back on the decision date, open IT questions on SSO, data region and audit reports, and refresh timing against the 07:00 counter opening. Growth does not credit data freshness, so be plain about what the refresh commitment means.

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

Booked

Updated 9 Oct 26

Date2026-10-20

Time10:30

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.