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Demo on the trust's own data

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Brimham Academies Trust logo Brimham Academies Trust · sales

Sophie Ling proposed a demo of B-Viz on the trust's own data. Rosemary Haxby agreed in principle, wants her IT lead present and asked for morning slots. No date is fixed in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Sophie Ling proposed a demo of B-Viz on the trust's own data. Rosemary Haxby agreed in principle, wants her IT lead present and asked for morning slots. No date is fixed in the thread.

Ask: Sophie offered a demo early the following week and offered to bring a solutions engineer for technical questions.

Customer view: Rosemary said the date "could work" and wants IT in the room for the technical part. She is engaged but has not committed to a time.

Next: Sophie to offer Rosemary a couple of morning times. The evidence does not show a booked date.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-06-12
Last message2025-06-13

Messages

  1. Sophie Ling
    Sophie Ling 12 Jun 2025 08:35
    to Rosemary Haxby
    Hi Rosemary, Thank you for your time on the call. As discussed, the next step would be a demo of B-Viz running on the trust's own data, so you can see how staff would ask their questions in practice. Would early next week suit you? If it helps, I can bring our solutions engineer along so your IT lead can ask the technical questions directly. Best regards, Sophie Ling Account Executive, BG-Demo
  2. Rosemary Haxby
    Rosemary Haxby 13 Jun 2025 16:45
    to Sophie Ling
    On 12 Jun 2025, at 08:35, Sophie Ling wrote: > Would early next week suit you? Hi Sophie, Yes, that could work. I will check with our IT lead, as I would like them in the room for the technical part. Mornings are better for me, so please offer me a couple of times and I will pick one. Thanks, Rosemary

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