Follow-up after the demo

Email thread

After the demo, Matteo Ricci told Aoife Brophy the deal is recorded at £28k with a target close of 18 Nov 2026. Aoife found the demo useful but said compliance wants the data handling notes first.

made from

What was said

What this says

As at Fri 9 Oct 2026

After the demo, Matteo Ricci told Aoife Brophy the deal is recorded at £28k with a target close of 18 Nov 2026. Aoife found the demo useful but said compliance wants the data handling notes first.

Ask: Matteo asked what would make this a yes. Aoife's answer is that her compliance team must see Theo Gallagher's data handling notes first.

Customer view: positive on the demo but gated by compliance. She has not said when compliance will decide.

Next: Matteo promised the notes the following day and asked for the compliance timing. The thread does not show the notes being sent or a reply. The £28k is the recorded deal amount, and the close date is a target.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages3

First message2026-09-21

Last message2026-09-24

Emailmade from

Messages

Matteo Ricci 21 Sep 2026 16:33
to Aoife Brophy
Hi Aoife, Thank you for the demo. I'd rather you heard it from me: the deal is recorded at £28,000, with a target close of 18 Nov 2026. I want the questions your team raised answered before anything moves. Theo is copied for the technical points. What would make this a yes for your side? Best regards, Matteo
Aoife Brophy 21 Sep 2026 17:39
to Matteo Ricci
Hi Matteo, Thanks, the demo was useful. Our compliance team will want to see Theo's notes on data handling first. Could you send those over? Aoife
Matteo Ricci 24 Sep 2026 16:27
to Aoife Brophy
Hi Aoife, I will send Theo's notes tomorrow, and let me confirm that in writing. Could you tell me when your compliance team expects to decide? I'd like to plan around that before the end of the quarter. Best regards, Matteo

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