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Demo: invitation and arrangements

Email thread

Kielderside Growth Agency logo Kielderside Growth Agency · sales

Tom wrote directly to Keith Robson, Director of Finance and Resources, inviting him to the demo and promising to stay within the tender. There is no customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Tom wrote directly to Keith Robson, Director of Finance and Resources, inviting him to the demo and promising to stay within the tender. There is no customer response in the thread.

Ask: Tom asked whether Keith wished to attend and whether morning or afternoon suited. He said nothing would be quoted without a price and anything commercial would go through formal clarification.

Customer view: there is no customer response in the thread, so Keith's interest is not shown.

Next: Tom awaits Keith's reply on attendance and timing.

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

The thread

Updated 9 Oct 26
Typesales
Messages1
First message2026-04-30
Last message2026-04-30

Messages

  1. Tom Ashdown
    Tom Ashdown 30 Apr 2026 11:03
    to Keith Robson
    Dear Keith, Lesley Charlton suggested I write to you directly about the demo of B-Viz that her team has asked for. I'm Tom Ashdown, the account executive at BG-Demo looking after this, and I should say at the outset that I'll keep everything within the tender process. The demo is mainly practical. It follows one business through the views used by the account managers, the enquiries line and the grants team, using example records, so no Kielderside data is involved at this stage. It is aimed at the people who would use it day to day, but Lesley thought you might wish to sit in for part of it, or have someone from your finance team attend. I know you will want to understand the whole-life cost and how it sits against the evaluation criteria. I won't quote anything from memory here, and I won't offer any option without a price. Anything commercial would need to be confirmed in writing, and I'd expect it to go through the formal clarification route in any case. If it would help, I can note in advance which topics the demo will not cover. Could you let me know whether you would like to attend, and whether a morning or an afternoon is better for you? I will work around the rest of the group. Best, Tom Tom Ashdown Account Executive, BG-Demo

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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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.

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