Follow-up on the proposal

Email thread

Jordan Pike sent the Enterprise proposal at a total of £149k. CFO Gregory Tanaka asked for the annual cost and the implementation fee shown separately and matched to the order form. Jordan agreed to send a breakdown.

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What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike sent the Enterprise proposal at a total of £149k. CFO Gregory Tanaka asked for the annual cost and the implementation fee shown separately and matched to the order form. Jordan agreed to send a breakdown.

Ask: Gregory wants the subscription and the implementation fee split, and each line checked against what will go into the order form. He read the total as unclear for budgeting.

Customer view: Gregory is exacting on figures and is the gatekeeper on price. Meredith Sullivan did not reply in the thread.

Next: Jordan promised a one-page breakdown the same day. The target close of 23 Mar 2026 depends on the customer's reviews, including security review support.

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 message2026-02-19

Last message2026-02-23

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Messages

Jordan Pike 19 Feb 2026 17:42
to Meredith Sullivan, Gregory Tanaka
Meredith, Gregory, Thanks for your time today. Here's where we are: the proposal for the Enterprise tier is with you both. The total deal value is £148,750, and that includes the one-off implementation fee as well as the subscription. The next step on our side is the security review support, which is part of Enterprise. If your information security team has questions, send them to me and I'll answer them straight. We're working toward a target close of 23 Mar 2026, but that depends on your reviews, not on us. What would make this a yes for both of you? Thanks, Jordan
Gregory Tanaka 23 Feb 2026 08:41
to Jordan Pike
Jordan, What's the annual cost? The figure in your note is a total. I need the subscription and the implementation fee shown separately, and I need to see that each matches what will go into the order form. Send me the detail. Gregory Tanaka
Jordan Pike 23 Feb 2026 09:55
to Meredith Sullivan, Gregory Tanaka
Gregory, Fair question. To be transparent, the £148,750 is the total deal value, not an annual price. I'll send a one-page breakdown today that splits the annual subscription from the one-off implementation fee, so you can check each line against the order form when we get there. Meredith, I'm copying you so you see the same numbers. Nothing changes on scope. Thanks, Jordan

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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

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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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