Following up on our discovery call

Email thread

Sophie Ling followed up the discovery call, said Enterprise is the right tier for Harbrook, promised a proposal next week and asked for a 29 Jan 2027 signing target. No customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Sophie Ling followed up the discovery call, said Enterprise is the right tier for Harbrook, promised a proposal next week and asked for a 29 Jan 2027 signing target. No customer response in the thread.

Ask: Sophie wrote to Vicky Eccles and Priti Haworth on 9 Oct 2026, proposing Enterprise and a signing target of 29 Jan 2027.

Customer view: there is no customer response in the thread. The tier recommendation is BG-Demo's judgement, not something the customer has agreed.

Next: Sophie sends the proposal next week. It stays an open item until the customer replies and an order form is executed.

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

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The thread

Updated 9 Oct 26

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Messages1

First message2026-10-09

Last message2026-10-09

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Messages

Sophie Ling 9 Oct 2026 09:08
to Vicky Eccles, Priti Haworth
Hi Vicky and Priti, Thanks for yesterday's discovery call. Based on what you've told us about your operations, I'm confident Enterprise is the right tier for Harbrook. I'll prepare a proposal and send it over next week. Would 29 January 2027 work as your target to get this signed? Best regards, Sophie Ling Account Executive, BG-Demo

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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

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Data	Records
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Documents	1,582
Deals	403
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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.

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