After our discovery call

Email thread

After discovery, Jordan Pike proposed Starter at a deal value of £28k. Kristen Haugen says Starter is the right size for now and wants to see what the figure covers. Jordan targets 9 Nov 2026.

made from

What was said

What this says

As at Fri 9 Oct 2026

After discovery, Jordan Pike proposed Starter at a deal value of £28k. Kristen Haugen says Starter is the right size for now and wants to see what the figure covers. Jordan targets 9 Nov 2026.

Ask: Kristen wanted to see what the figure covers before taking it to her team. Jordan agreed to split it into one-off and recurring parts, and she said that split helps.

Customer view: positive on fit, but she will review it with her team and has not committed. The evidence does not show who else is involved.

Next: Jordan sends the split. The 9 Nov 2026 close date is BG-Demo's aim.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages4

First message2026-09-01

Last message2026-09-03

Emailmade from

Messages

Jordan Pike 1 Sep 2026 16:33
to Kristen Haugen
Hi Kristen, Thanks for the discovery call. Here's where we are: Starter looks like the right fit for your customer success team, and the deal value we discussed is £28,000. What would make this a yes for you? If it helps, I can put a short follow-up in the diary to confirm the connectors you'd want first. Thanks, Jordan
Kristen Haugen 2 Sep 2026 08:50
to Jordan Pike
Jordan, Thanks. Starter is the right size for us for now. I'd like to see what the figure covers before I take it to my team. Kristen
Jordan Pike 3 Sep 2026 14:53
to Kristen Haugen
Hi Kristen, Fair ask. To be transparent, I'll split the figure into what is one-off and what recurs, so you can see both clearly. We're aiming to close by Monday 9 Nov 2026, which leaves your team time to plan the rollout. Thanks, Jordan
Kristen Haugen 3 Sep 2026 17:37
to Jordan Pike
Thanks Jordan. That split helps. I'll review it with our team and come back to you. Kristen

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