Proposal timing

Email thread

Tom Ashdown offered a proposal for Mick Overton and Pat. Mick said it would be useful and that Pat wants to see it before he signs anything off. Tom agreed to send it.

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What was said

What this says

As at Fri 9 Oct 2026

Tom Ashdown offered a proposal for Mick Overton and Pat. Mick said it would be useful and that Pat wants to see it before he signs anything off. Tom agreed to send it.

Ask: Tom proposed sending a proposal once the demo was finished. Mick welcomed it and wanted it ready for the next conversation.

Customer view: Pat is the approver, and Mick says he will want to see the proposal before signing anything off. The thread does not show Pat's role or title, and he is not on the thread.

Next: Tom is to send the proposal. The thread does not show it being sent.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages3

First message2023-10-31

Last message2023-11-02

Emailmade from

Messages

Tom Ashdown 31 Oct 2023 10:33
to Mick Overton
Hi Mick, Would it help to get a proposal across to you and Pat before the end of the month? I can have something ready for your review once we've finished the demo. Tom
Mick Overton 2 Nov 2023 11:02
to Tom Ashdown
Tom, That would be useful. Pat will want to see it before he signs anything off, so let's have it ready for the next time we talk. Mick
Tom Ashdown 2 Nov 2023 12:16
to Mick Overton
Brilliant. I'll get it over to you and we can pick it up from there. 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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.
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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.

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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.

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