B-Viz
Yealmpton Accountants logo

Renewal notice for Yealmpton Accountants

Email thread

Yealmpton Accountants logo Yealmpton Accountants · renewal

Daniel Okafor sent Yealmpton Accountants the formal renewal notice with a Starter renewal figure of £22k. There is no customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor sent Yealmpton Accountants the formal renewal notice with a Starter renewal figure of £22k. There is no customer response in the thread.

Ask: Daniel gave notice ahead of the term ending 22 Sep 2026 and quoted £22k for the Starter tier from the proposal. He copied Priya Raman for the commercial points.

Customer view: Nicholas Pengelly, Managing Partner, did not reply in the thread, so his reaction to the figure is unknown. Daniel expects the team to scrutinise it.

Next: Daniel promised answers and a clear next step by 7 Sep 2026. The thread does not show whether that happened or whether the renewal was signed.

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

The thread

Updated 9 Oct 26
Typerenewal
Messages1
First message2026-06-24
Last message2026-06-24

Messages

  1. Daniel Okafor
    Daniel Okafor 24 Jun 2026 09:02
    to Nicholas Pengelly
    Hi Nicholas, Just to close the loop on your renewal, I'm sending the formal renewal notice ahead of your term ending on 22 Sep 2026. The renewal figure in the proposal is £22,000 for the Starter tier, and I know the team will want to look at it carefully. I'll come back to you by 7 Sep 2026 with any questions answered and a clear next step. Priya is copied so she can pick up the commercial points. Best wishes, Daniel

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

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.

What the data covers

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.

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

Ask B

B-Viz · read-only