Following up on the proposal

Email thread

Jordan Pike chased the Starter proposal (deal value £28k) aiming to close on 6 Jul 2026. Monique Jefferson replied on 10 Jun 2026: mostly happy with scope, but points to confirm internally and with IT before signing.

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What was said

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As at Fri 9 Oct 2026

Jordan Pike chased the Starter proposal (deal value £28k) aiming to close on 6 Jul 2026. Monique Jefferson replied on 10 Jun 2026: mostly happy with scope, but points to confirm internally and with IT before signing.

Ask: Jordan asked what would make this a yes and offered to take changes back to BG-Demo. He wanted the paperwork moving to close on 6 Jul 2026.

Customer view: Monique had read the proposal with Dennis and was mostly happy with the scope. She did not say what the open points are, only that IT needs to be consulted.

Next: the unnamed points are the gap. The proposal is an open item, not a contract, until signed.

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 message2026-06-09

Last message2026-06-10

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Messages

Jordan Pike 9 Jun 2026 12:11
to Monique Jefferson
Hi Monique, Thanks for the time on the call. To be transparent, the proposal is for the Starter tier with a deal value of £28,000. Here's where we are: we would like the paperwork moving so we can close on 6 Jul 2026. What would make this a yes for your team? If anything in the proposal needs changing, tell me and I'll take it back to our side. Thanks, Jordan
Monique Jefferson 10 Jun 2026 08:44
to Jordan Pike
Hi Jordan, Thanks for sending this over. I have read through it with Dennis and we are mostly happy with the scope. There are a couple of points we need to confirm internally before we sign anything. I'll come back to you once I have spoken to our IT people. Monique

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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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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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