Order form for your signature

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Tom Ashdown sent Duncan Greenwood the order form based on £52k. Duncan replied that finance has points to check before signature. The 10 May 2024 target close was missed and no signature is shown.

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As at Fri 9 Oct 2026

Tom Ashdown sent Duncan Greenwood the order form based on £52k. Duncan replied that finance has points to check before signature. The 10 May 2024 target close was missed and no signature is shown.

Ask: Tom asked Duncan to sign and noted the aim to close by 10 May 2024. Duncan replied on 13 May 2024.

Customer view: Duncan has "a couple of points for our finance team to check" and will come back. He did not say what they are.

Next: Tom offered to join a call with finance. The thread does not show a signature or the points raised.

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 message2024-05-08

Last message2024-05-13

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Messages

Tom Ashdown 8 May 2024 08:02
to Duncan Greenwood
Hi Duncan, The order form is ready for your signature, and it is based on the £51,600 we discussed. I know we were aiming to close by 10 May 2024, so let me know if anything is holding it up. Happy to talk through any points before you sign. Best, Tom
Duncan Greenwood 13 May 2024 12:02
to Tom Ashdown
Tom, Sorry for the slow reply. I have read it and have a couple of points for our finance team to check before it goes to signature. I will come back to you once they have been through them. Duncan
Tom Ashdown 13 May 2024 12:15
to Duncan Greenwood
Duncan, No drama, thanks for letting me know. Take the time you need. If it helps, I can join a call with your finance team to go through the detail. Cheers, Tom

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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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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.

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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.

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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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