Scheduling the proposal walkthrough

Email thread

Jordan Pike asked Danielle Novotny for a live proposal walkthrough before it goes to Glenn. Danielle agreed, asked for slots next week, wants underwriting present and wants the agency example anonymised.

made from

What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike asked Danielle Novotny for a live proposal walkthrough before it goes to Glenn. Danielle agreed, asked for slots next week, wants underwriting present and wants the agency example anonymised.

Ask: Jordan wanted forty-five minutes to show one agency end to end, with submissions, calls and complaints on one page. Danielle replied on 18 Sep 2026 and agreed to see it before Glenn does.

Customer view: she is supportive and wants to keep things moving. She set a condition that no single agency's numbers appear in front of people outside her team.

Next: Jordan to send a couple of morning slots for next week. Danielle will check who in underwriting is free.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2026-09-15

Last message2026-09-18

Emailmade from

Messages

Jordan Pike 15 Sep 2026 12:02
to Danielle Novotny
Hi Danielle, Here's where we are. Our last call gave us what we needed on the agency views, and I'm now pulling the proposal together. To be transparent, I want to walk you through it live before it goes anywhere near Glenn, so you can tell me what's missing. Could we find forty-five minutes this week or next? I'd like to show one agency end to end, the way you asked, with submissions, calls and complaints on one page. What would make this a yes for you and your team? Happy to work around your calendar. Thanks, Jordan
Danielle Novotny 18 Sep 2026 12:21
to Jordan Pike
Jordan, Sorry for the slow reply, it's been a busy week with agency visits. Yes, let's walk through it before Glenn sees anything. Let's keep this moving. Next week works better for me, mornings especially. Please send a couple of slots and I'll grab one. I'd also like someone from underwriting to join, so I'll check who is free. One thing: keep the agency example anonymised. I don't want any one agency's numbers on screen in front of people outside my team. Thanks, Danielle

Emailmade from

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