Following our proposal conversation

Email thread

Lewis Kerr sent the proposal with an eight-week implementation. Finance Director Barry Coxon called it reasonable and asked what is included in data integrations and user licences. Lewis promised a breakdown.

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What was said

What this says

As at Fri 9 Oct 2026

Lewis Kerr sent the proposal with an eight-week implementation. Finance Director Barry Coxon called it reasonable and asked what is included in data integrations and user licences. Lewis promised a breakdown.

Ask: Barry wants clarity on data integrations and user licences before going further.

Customer view: He calls the proposal reasonable, a positive but non-committal signal. Lewis's reply was general ("key systems") and gave no connector or user numbers.

Next: Lewis owes a detailed breakdown the next day, which should map to tier connector and user limits.

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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Messages3

First message2025-07-09

Last message2025-07-09

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Messages

Lewis Kerr 9 Jul 2025 12:22
to Lindsay Pallister, Barry Coxon
Lindsay, Barry, thanks for taking the time last week to discuss what the brain could do for Pelton Grange. I've pulled together a proposal based on our conversations. The implementation will run over eight weeks once you're ready to start. I'll reach out early next week to walk through any questions. Kind regards, Lewis
Barry Coxon 9 Jul 2025 14:55
to Lewis Kerr
Lewis, this looks reasonable to me. Can you clarify what's included in terms of data integrations and user licenses? Barry
Lewis Kerr 9 Jul 2025 16:22
to Lindsay Pallister, Barry Coxon
Barry, happy to clarify. The proposal includes integration with your key systems. I'll send over a detailed breakdown tomorrow and we can discuss any adjustments you'd like to make. Cheers, Lewis

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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