Follow-up from demo

Email thread

After the demo, Donna Underwood said it was helpful, asked for the details, then said the quote looked good and asked for the next step. Lewis Kerr's last message in the thread was on 19 Sep 2025.

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What was said

What this says

As at Fri 9 Oct 2026

After the demo, Donna Underwood said it was helpful, asked for the details, then said the quote looked good and asked for the next step. Lewis Kerr's last message in the thread was on 19 Sep 2025.

Ask: Donna asked to move forward, then, once the quote arrived, asked what the next step is. Kirsty Ingham was copied but did not write.

Customer view: clearly positive and ready to proceed. The evidence does not show any pricing, tier or terms discussion.

Next: the thread ends with Donna's question unanswered, so Lewis should reply with the order form step. The evidence does not show who will sign.

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

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The thread

Updated 9 Oct 26

Typesales

Messages4

First message2025-09-16

Last message2025-09-23

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Messages

Lewis Kerr 16 Sep 2025 16:08
to Kirsty Ingham, Donna Underwood
Hi Kirsty and Donna, Thanks for joining the demo yesterday. We've put together a proposal based on what we discussed, and Hannah is standing by if you have any technical questions. I'll send the formal quote over tomorrow. Kind regards, Lewis
Donna Underwood 19 Sep 2025 12:44
to Lewis Kerr
Lewis, The demo was really helpful. We'd like to move forward. Can you send over the details? Donna
Lewis Kerr 19 Sep 2025 14:25
to Kirsty Ingham, Donna Underwood
Donna, Thanks for the positive feedback. I'm sending the quote this afternoon. Feel free to reach out if you have any questions. Kind regards, Lewis
Donna Underwood 23 Sep 2025 13:56
to Lewis Kerr
Lewis, We've reviewed the quote and it looks good. What's the next step? Donna

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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

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.

Help