Demo follow-up and the proposal

Email thread

After the demo, Priya Raman quoted £26k on the Starter proposal and aimed to sign by 31 Jul 2024. Marie Slack wants a call so Clifford hears the breakdown directly, and asked for a connector check.

made from

What was said

What this says

As at Fri 9 Oct 2026

After the demo, Priya Raman quoted £26k on the Starter proposal and aimed to sign by 31 Jul 2024. Marie Slack wants a call so Clifford hears the breakdown directly, and asked for a connector check.

Ask: Priya set the Starter proposal total at £26k and a signing target of 31 Jul 2024. Marie asked for a call in the next week or so, because Clifford will want the breakdown before he signs.

Customer view: Marie is supportive but treats Clifford as the signer. She has asked Hannah for the list of systems the managers use, to check the connectors match.

Next: Priya to arrange the call with Clifford. Hannah to send the systems list.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2024-06-28

Last message2024-07-02

Emailmade from

Messages

Priya Raman 28 Jun 2024 17:20
to Marie Slack
Hi Marie, Thank you for making time for the demo, and for Hannah's patience with your questions on the records side. To keep momentum, the total on the Starter proposal comes to £25,500. I'll take you through the breakdown when it lands. We are looking to have this signed by 31 Jul 2024, if that works on your end. I'll send the written proposal across next week. Best, Priya
Marie Slack 2 Jul 2024 17:53
to Priya Raman
Hi Priya, Thanks for the summary. Clifford will want to see the breakdown before he signs anything, and I'd rather he heard it from you directly. Could we get a call in the next week or so? I've also asked Hannah to send over the list of systems our managers use, so we can check the connectors match. Thanks, Marie Slack Head of Block Management, Ashover Property Management

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