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Bilsdale Housing - Proposal v1

Documentdraft

Bilsdale Housing logo Bilsdale Housing · proposal · draft · 30 Sep 2026

Internal draft proposal for a Growth tier B-Viz deployment for the customer-insight and repairs teams. It shows £50k a year for the subscription and a £62k total deal value, with the split still to be confirmed.

What it says

What this says

As at Fri 9 Oct 2026

Internal draft proposal for a Growth tier B-Viz deployment for the customer-insight and repairs teams. It shows £50k a year for the subscription and a £62k total deal value, with the split still to be confirmed.

What it is: a first draft proposal prepared 30 Sep 2026 by Sophie Ling, Account Executive. It is marked "Draft for internal review" and has not been issued to the customer.

Commits: nothing. It is not an order form. It states "Annual subscription, Growth tier | £50k a year" and "Total deal value | £62k", but no service levels, connector dates or payment terms.

Unusual: the total is described as "the figure held as the deal amount", so the £62k comes from the deal record. The split between subscription and one-off implementation fee is not yet confirmed.

Not settled: the split of the total, the list of sources with the repairs team, and the customer's authorised signatory. The document does not name a customer contact, a term length or a start date. Any figure here is an open proposal, not contracted.

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

As found in this document

As at Fri 9 Oct 2026
  • Price£50,000Source: the AI read of this record
  • Annual subscription, Growth tier£50,000 a yearSource: the AI read of this record
  • Total deal value£62,000Source: the AI read of this record

The document

Body

Bilsdale Housing - Proposal v1

Draft for internal review. Prepared 30 Sep 2026 by Sophie Ling, Account Executive.

Context

Bilsdale Housing is a housing association with about fourteen thousand homes in Teesside and North Yorkshire. Its customer-insight and repairs teams are evaluating B-Viz on the Growth tier to answer questions across their records without reconciling systems by hand.

Scope

The Growth tier supports several teams, adds the dashboards builder and includes quarterly business reviews. The proposed scope covers the customer-insight and repairs teams, with a fixed-fee implementation to connect their sources.

Pricing

ItemAmount
Annual subscription, Growth tier£50k a year
Total deal value£62k

The total deal value of £62k is the figure held as the deal amount. The split between the annual subscription and the one-off implementation fee will be confirmed before signature.

Open points

  • Confirm the split of the £62k total deal value
  • Confirm the list of sources with the repairs team
  • Confirm the customer's authorised signatory

Next steps

Read the whole document (1,294 characters)

Sophie will review this draft with the team and then issue the next version to Bilsdale Housing. Once the open points are closed, we can agree the order form.

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Total deal value held as the deal amount
  • Subscription and implementation split unconfirmed

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