Order form for review before Christmas

Email thread

Sophie Ling sent the Starter order form at £28k for signature on 22 Dec 2025, hoping to close on 24 Dec 2025. Rupert Haines replied that he wants Ellie to review it before he signs. No signature in the thread.

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What was said

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As at Fri 9 Oct 2026

Sophie Ling sent the Starter order form at £28k for signature on 22 Dec 2025, hoping to close on 24 Dec 2025. Rupert Haines replied that he wants Ellie to review it before he signs. No signature in the thread.

Ask: Sophie asked for the order form back before Christmas under standard terms and offered to change anything needed.

Customer view: Rupert has read it but will not sign until Ellie has looked at it. He gave no timing and raised no objection.

Next: the form is unsigned in this thread, so it is an open item and not executed paper. The 24 Dec 2025 close is at risk of slipping.

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 message2025-12-22

Last message2025-12-23

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Messages

Sophie Ling 22 Dec 2025 10:37
to Rupert Haines
Hi Rupert, Please find the order form for Larkspire Software attached for signature. It sets out the Starter tier and the £28,000 figure we discussed, under our standard terms. We'd like to have it back before Christmas so the deal can close on 24 Dec 2025. If anything in it needs changing, let me know and I'll pick it up straight away. Best wishes, Sophie
Rupert Haines 23 Dec 2025 16:26
to Sophie Ling
Sophie, Thanks. I've read it through, and I want Ellie to look at it before I sign. I'll come back to you once she has. Rupert

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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

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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.
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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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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.

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