Following up on the demo

Email thread

After the 22 Sep 2026 demo, Lewis Kerr restates the Growth proposal at £62k including implementation. Lisa Dewhirst liked it but cannot commit budget and must go to Michael after the IT review.

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What was said

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As at Fri 9 Oct 2026

After the 22 Sep 2026 demo, Lewis Kerr restates the Growth proposal at £62k including implementation. Lisa Dewhirst liked it but cannot commit budget and must go to Michael after the IT review.

Ask: Lewis restates the Growth proposal at a total deal value of £62k including the one-off implementation, excluding VAT. He pencils in 20 Nov 2026 to decide, dependent on the IT review.

Customer view: Lisa says the credit team liked seeing invoices next to calls. She cannot commit budget, will take it to Michael, whose role the thread does not show, and wants the questionnaire sent first.

Next: Theo Gallagher sends the security questionnaire to Lisa's IT colleague. The proposal is still open and unsigned.

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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Messages2

First message2026-09-22

Last message2026-09-22

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Messages

Lewis Kerr 22 Sep 2026 13:59
to Lisa Dewhirst
Hello Lisa, Thank you for your time today and for choosing such a good installer account. It was useful to see the counter, key-account and credit views come together for one customer. I've copied in Theo Gallagher, who will take your IT colleague through the security review and the connectors. Theo, Lisa's colleague will have questions on how it runs inside the Snowflake account, so please send over the questionnaire when you are ready. On the commercial side, the Growth proposal remains at a total deal value of £62,000 including the one-off implementation, excluding VAT. We have pencilled in 20 Nov 2026 as the target to decide, but that depends on your review. I'll send the updated proposal today. Kind regards, Lewis
Lisa Dewhirst 22 Sep 2026 16:22
to Lewis Kerr
Hi Lewis, Thanks, that was helpful. The credit team liked seeing the invoices next to the calls. I can't commit any budget, so I'll take it to Michael. The IT review has to happen first, so please get Theo's questionnaire to my colleague as soon as you can. I'll come back to you once I've spoken to Michael. Thanks, Lisa

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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.

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