B-Viz
Mossbrook Data Partners logo

Mossbrook Data Partners - Proposal v1

Documentdraft

Mossbrook Data Partners logo Mossbrook Data Partners · proposal · draft · 27 Apr 2026

Draft proposal from Sophie Ling to expand an existing Starter subscription. It states an annual expansion value of £4,000 and a recorded deal amount of £1,260 that are not reconciled. It is not agreed or binding, and it states no availability or P1 response figure.

What it says

What this says

As at Fri 9 Oct 2026

Draft proposal from Sophie Ling to expand an existing Starter subscription. It states an annual expansion value of £4,000 and a recorded deal amount of £1,260 that are not reconciled. It is not agreed or binding, and it states no availability or P1 response figure.

What it is: a working draft dated 27 Apr 2026 for an expansion, not a tier change. The text says "nothing in it is binding until an order form is signed under the master agreement."

Commits: nothing. Billing would be "invoiced in GBP, with standard payment terms", and service levels are "the standard Starter service levels, unless the order form says otherwise".

Unusual: the two expansion figures differ, £4,000 annual value and £1,260 deal amount, and the draft says "we have not tried to reconcile them". Usage is low against 15 licensed users, and two tickets were open, one high priority.

Not settled: the add-ons that make up the expansion, who would use them, and how the amounts fit together. The current term end of 28 Aug 2026 has passed, and the draft does not show whether the renewal or expansion went ahead. It is superseded by any executed order form.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end28 Aug 2026Source: the AI read of this record
  • Price£4,000Source: the AI read of this record
  • Billinginvoiced in GBP, with standard payment termsSource: the AI read of this record
  • Service levelsThe standard Starter service levels, unless the order form says otherwiseSource: the AI read of this record
  • Annual value of the expansion£4,000Source: the AI read of this record
  • Deal amount recorded for this proposal£1,260Source: the AI read of this record

The document

Body

Mossbrook Data Partners - Proposal v1

Status: Draft

Prepared forMossbrook Data Partners, Manchester
Prepared bySophie Ling, Account Executive, BG-Demo
Customer success managerMarcus Bell
Draft date27 Apr 2026
Proposal typeExpansion of an existing Starter subscription
Current term ends28 Aug 2026

This is a working draft for discussion. It has not been agreed by either side and nothing in it is binding until an order form is signed under the master agreement.

1. Context

Mossbrook Data Partners has been a BG-Demo customer since Friday 29 August 2025. As a Snowflake specialist, it builds and runs data warehouses for a large number of mid-sized clients across the North West. It uses B-Viz on the Starter tier for its own client base, and it was our first implementation and referral partner. That relationship matters to us beyond the subscription itself.

Today the account holds a contracted annual recurring revenue of £20k on the Starter tier, with 15 licensed users. Payments are up to date and there are no overdue invoices.

2. What we have seen

These are observations from the last month, not conclusions.

Read the whole document (5,166 characters)
  • Usage. The number of people active in a typical day is small compared with the 15 licensed users, and it is slightly down on the previous quarter. This suggests the licence is used by a few people rather than across the team. It is something to understand before we propose anything that adds capacity.
  • Support. Two tickets were raised in the last month, one of them high priority. Both are with the support team and Marcus is following them. We would like them closed before this proposal is finalised.
  • Commercial. The subscription is on time and in good standing. The current term ends on 28 Aug 2026, so this expansion conversation also sits close to the renewal conversation, which Marcus owns.

3. Proposed scope

The proposal is an expansion of the existing Starter subscription, not a change of tier. Mossbrook would stay on Starter, keeping its pages, chat and search, and the six-monthly check-in.

The exact components of the expansion are still open (see section 6). Any additions would come from the standard add-on list, and the Starter allowances for users and connectors would be described in the order form in words that match the price book, so that there is no doubt about what is included.

ItemDetail
TierStarter
Deal typeExpansion
Existing licensed users15
Data platformB-Viz continues to run inside Mossbrook's own Snowflake account
Service levelsThe standard Starter service levels, unless the order form says otherwise

4. Pricing

LineAmountMeaning
Annual value of the expansion£4,000The annual price of the expansion once it is live
Deal amount recorded for this proposal£1,260The total value of this deal as it is currently held in our records
Existing contracted ARR£20kThe current Starter subscription, shown for reference and unchanged by this proposal

The two expansion figures are not the same thing and we have not tried to reconcile them in this draft. We will confirm with our finance team how the deal amount relates to the annual value, and what, if anything, is a one-off charge, before this goes to Mossbrook. No discount is shown in this version.

Billing would follow the existing arrangements: invoiced in GBP, with standard payment terms.

5. Why this makes sense for Mossbrook

  • Mossbrook uses B-Viz across work for its own clients, so the value comes from fewer manual reconciliations between systems and quicker answers.
  • As a long-standing referral partner, Mossbrook is well placed to show other data teams what B-Viz does. A well-used account is the best reference we can offer.
  • Extending the subscription now keeps the renewal conversation simple, because the expansion and the existing term can be discussed together.

6. Open points

  1. Which add-ons or additions make up the expansion, and who at Mossbrook would use them.
  2. Why daily active use is low against the licensed users, and whether the expansion would help or only add cost.
  3. How the deal amount and the annual value fit together, to be confirmed with our finance team.
  4. Whether the two open tickets are resolved before this is shared.
  5. Whether the expansion should be aligned with the end of the current term.

7. Next steps

StepOwnerTiming
Review the two open tickets with supportMarcus BellBefore this draft is shared
Confirm pricing with our finance teamSophie LingNext week
Agree the scope with Mossbrook's teamSophie LingAfter the pricing check
Prepare an order form under the master agreementSophie LingOnce scope is agreed
Raise renewal timing alongside the expansionMarcus BellAhead of the renewal notice

8. Acceptance

This draft is not for signature. When the scope and pricing are agreed, an order form will be issued, and it will decide the contracted price and terms.

Sophie Ling Account Executive, BG-Demo

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Expansion figures £4,000 and £1,260 unreconciled
  • Scope of expansion still open
  • Draft not for signature

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

Open as a page

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

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.

What the data covers

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.

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.

Help

Ask B

B-Viz · read-only