Emails

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9 Oct 2026 Following up on our discovery callSophie Ling followed up the discovery call, said Enterprise is the right tier for Harbrook, promised a proposal next week and asked for a 29 Jan 2027 signing target. No customer response in the thread.
8 Oct 2026 Your Starter subscription renewalElena Novak wrote to Rupert Haines before the Starter term ends on 6 Jan 2027, setting renewal at £22k for fifteen users and asking to agree by 30 Dec 2026. No customer response in the thread.
8 Oct 2026 Your contract renewal: Haddon Rook LogisticsAmara Obi wrote to Janice Haddon on 8 Oct 2026 about renewing the Starter contract, which ends on 6 Jan 2027. There is no customer response in the thread.
8 Oct 2026 Your BG-Demo renewalMarcus Bell told Florian Becker, Managing Director, that the BG-Demo contract renews on 6 Jan 2027 and said he would call next week to schedule a renewal conversation. No customer response in the thread.
8 Oct 2026 Following up from our callHarvey Doyle sent a single follow-up to Donna Ibbotson at Quintrell Lending after a call, pitching the Growth tier and offering a demo. There is no customer response in the thread.
8 Oct 2026 Following up on today's callNell Ashcombe's recap of the 8 Oct 2026 call with Douglas Baird and Fiona Mackie: a Growth proposal at £50k total deal value, plain-language termination terms, and a decision planned by 29 Jan 2027. No customer reply in the thread.
8 Oct 2026 Proposal for your reviewTom Ashdown sent the £155k Enterprise proposal. CFO Emyr Hopkins will check it against budget and asked whether quarterly billing costs more, before it goes to committee. Tom has not yet confirmed the terms.
7 Oct 2026 Invitation: BG-Demo webinar on Thursday 15 Oct 2026Marketing invitation to Sinéad Kilkelly to the 15 Oct 2026 webinar. Logistical outreach; there is no customer response in the thread.
7 Oct 2026 Invoice INV-233-0004Purely logistical billing thread: Leah Brandt sent Derek Lindqvist invoice INV-233-0004 for the Enterprise subscription. There is no customer response in the thread.
7 Oct 2026 Invitation: BG-Demo webinar on Thursday 15 October 2026Alice Brewer invited Gareth Lumb to a customer webinar booked for 15 Oct 2026, pitched at where data lives and who can reach it. Logistical outreach with no customer response in the thread.
7 Oct 2026 Webinar invitationAlice Brewer invited Troy Wendt, Chief Information Security Officer, to the 15 Oct 2026 webinar on Enterprise data governance and compliance in regulated industries. The webinar is booked, not held, and there is no customer response.
7 Oct 2026 Invoice INV-177-0004, subscriptionBilling email from Rachel Dunmore to Martina Engel sending invoice INV-177-0004 for the quarterly subscription, £12k, due 6 Nov 2026. Purely logistical; no customer response in the thread.
8 Oct 2026 Following up on your support ticketBethan Lister re-checked the account and asked Priscilla Bowen to retest before closing. Priscilla confirmed it works for her and the wider customer success team, and thanked Bethan for checking first.
8 Oct 2026 Your renewal: Kingdon Diagnostics EnterpriseMarcus Bell sent formal renewal notice for the Enterprise subscription, ending 5 Jan 2027, with a renewal deal of £135k. Graeme Charlton asked what the extra amount buys and wants current against proposed terms.
7 Oct 2026 Notes from our Marlcliff check-inDaniel Okafor wrote up the check-in. Sharon Tilley said account managers get value, the control room rarely uses B-Viz, and credit control is lower priority. She is not ready to discuss adding anything or changing the contract.
6 Oct 2026 Renewal invoiceLeah Brandt sent Maureen Ellis invoice INV-173-0003 for the Starter subscription renewal: £22k plus VAT £4,400, total £26k, due 5 Nov 2026. There is no customer response in the thread.
8 Oct 2026 Brenneck Pay QBR follow-up and agreed actionsAfter the quarterly review, Elena Novak summarised growing use, a quiet support month and three actions. Matthias Ebner agreed and wants a written governance note for the supplier register, keeping the order form separate.
9 Oct 2026 Your Growth subscription renewal: notice and next stepsAmara Obi sent the formal Growth renewal notice on 6 Oct 2026. Rajesh Mistry replied on 9 Oct 2026, wanting usage in writing before any call and renewal and extra users on one end date.
8 Oct 2026 Veldmaat renewal noticeElena Novak gave notice that the Growth subscription ends on 4 Jan 2027 and that the renewal is set up at £50k against £45k today. Joost Verbeek wants the basis for the new amount in writing before any call.
6 Oct 2026 Time to walk through the Growth proposalLewis Kerr confirmed Totley Rise wants a Growth set-up for its customer success team and proposed a Thursday walkthrough. Louise Sutcliffe agreed and may bring in the head of operations, asking for the outline first.
6 Oct 2026 Scheduling the negotiation sessionLogistical thread. Tom Ashdown asks for a negotiation slot. Sarah Dodds offers Tuesday or Thursday at 10:00 or 14:00, and says commercial questions affecting bid comparison must go through the portal.
6 Oct 2026 Scheduling our QBRElena Novak proposed a quarterly business review for the Enterprise account. Christina Möller accepted the agenda, asked for a hospital complaints item and offered Wednesday or Thursday afternoon next week.
7 Oct 2026 Expansion proposal: where we are and what happens nextGregory Hasselbeck says the expansion proposal reads fine but he will not sign until privacy and security approve. He wants close to no time risk for his team. 13 Nov 2026 signature is workable if they are comfortable.
8 Oct 2026 Enterprise expansion: written follow-up to our callHead of Procurement Henrik Lorenz says the order form was not signed on 7 Oct 2026 and that this is not a refusal. Information security review is open; procurement wants exit plan, governance and EU residency confirmed in writing.
5 Oct 2026 Order form for signature: Enterprise expansionMatteo Ricci sent the Growth to Enterprise order form, total £125k. COO Matthias Ebner will not sign until information security and procurement have reviewed it, cannot confirm 7 Oct 2026, and wants governance and exit plan in writing.
5 Oct 2026 Invitation: BG-Demo webinar on Thursday 15 Oct 2026Alice Brewer invited Rajesh Mistry to a BG-Demo webinar on Thursday 15 Oct 2026. The thread is a marketing invitation with no reply from the customer. Importance is neutral.
8 Oct 2026 Your Starter renewal in JanuaryMarcus Bell warned Rob Ellery that usage is quiet and mostly one person asks the questions. Rob replied that hiring has slowed, everything paid for is under review, and he needs to know what Hollins Tarrant would be paying for.
8 Oct 2026 RenewalRob Ellery says the team stopped using the brain after moving to Salesforce and asks what they would be paying for. Marcus Bell confirmed usage has dropped and proposed checking connectors before the contract ends on 3 Jan 2027.
5 Oct 2026 Invoice INV-003-0005Logistical billing thread: Rachel Dunmore sent invoice INV-003-0005 for £12k on 5 Oct 2026, due 4 Nov 2026, and asked for a PO number. There is no customer response in the thread.
4 Oct 2026 BG-Demo webinarAlice Brewer invited Claire Girard, Chief Financial Officer, to a BG-Demo webinar on 15 Oct 2026 about connecting systems and moving away from manual reconciliation. Marketing outreach only; no customer response in the thread.
4 Oct 2026 You're invited: BG-Demo webinar, 15 Oct 2026Alice Brewer invited Brandon Russell to the 15 Oct 2026 webinar and asked to quote what his team has learned. There is no customer response in the thread. Logistical, with no commercial signal.
4 Oct 2026 Invitation: BG-Demo webinar, Thursday 15 Oct 2026Alice Brewer invited Finance Director Andrew Pickering to the online BG-Demo webinar on 15 Oct 2026 and said colleagues are welcome. There is no customer response in the thread.
5 Oct 2026 Order form for Tamar CrossingSophie Ling sent Tamar Crossing Freight an order form for £28k on 2 Oct 2026. Jason Pengelly promised a review early the following week. After Sophie's chase on 5 Oct 2026 there is no further customer response.
2 Oct 2026 Proposal for Wendover KastOn 2 Oct 2026 Jordan sent Frank Delgado and Heather Bauman the Enterprise proposal. Frank replied that the security review comes first and asked who else in insurance uses BG-Demo and the risk if the connection fails.
2 Oct 2026 Your renewal, 31 December 2026Marcus Bell wrote to Asif Nuttall on 2 Oct 2026, ninety days before the contract end on 31 Dec 2026, asking for a call next week with Tom Ashdown. There is no customer response in the thread.
2 Oct 2026 Catching up after our chatTom Ashdown thanked Douglas Baird on 2 Oct 2026 for the call and said Nell will take the next conversation herself and had emailed that morning to find a slot. Logistical. No customer response in the thread.
6 Oct 2026 A conversation about Lornefield and the brainNell Ashcombe approached Douglas Baird about what has not worked since the brain was switched off. Douglas offered an account of member query and trustee call problems, with no promise for the group. A Thursday call was set.
5 Oct 2026 Renewal order form for signatureOn 1 Oct 2026 Tom Ashdown sent Alexandra Peck the Starter renewal order form at £22k, asking for signature by Mon 5 Oct 2026. On 5 Oct 2026 she said points were being settled internally. The thread shows no signature.
2 Oct 2026 Booking your check-inMarcus Bell books a check-in citing usage up on last quarter. Kerry Bramall agrees, says both tickets look sorted, and wants landlords' statements to show more neatly. Positive and low-key.
1 Oct 2026 Booking our next check-inLogistical thread: on 1 Oct 2026 Amara Obi asked Leanne Partington for times for a thirty-minute check-in. There is no customer response in the thread.
5 Oct 2026 Renewal order formSophie Ling sent the Starter tier renewal order form at £22k ex VAT. Chief Executive William Coultas replied on 5 Oct 2026 that he had signed it and his assistant would send it that day.
1 Oct 2026 Planning your next quarterly reviewElena Novak asked Katrin Vogelsang for slots for the next quarterly review and cited rising use, around fourteen of forty licensed users. There is no customer response in the thread.
8 Oct 2026 Proposal, Strathcorran RenewablesMatteo Ricci sent a £62k Growth proposal. COO Fiona Gledhill called it promising but wants security requirements confirmed with her Head of IT before proceeding. Matteo promised a security team contact within days.
1 Oct 2026 Invoice INV-024-0008, Brakkevoort LogisticsLogistical billing email: Rachel Dunmore sent Wouter Kok invoice INV-024-0008 for £11k, due 31 Oct 2026, and asked for a PO number. No customer response in the thread.
1 Oct 2026 Invoice INV-023-0004 for Hollowmere Care GroupRachel Dunmore sent Hollowmere's CFO the quarterly Enterprise invoice INV-023-0004, issued 1 Oct 2026. It is a logistical billing thread with no customer response.
1 Oct 2026 Invoice INV-008-0002 for your Enterprise subscriptionRachel Dunmore sent Ronan Tierney invoice INV-008-0002 for £125k, issued 1 Oct 2026 and due 31 Oct 2026, for the Enterprise subscription to 30 Sep 2027. There is no customer response in the thread.
5 Oct 2026 Kickoff scheduling for ArdcarneNiamh Costello replied to Elena Novak's kickoff proposal on 5 Oct 2026: she wants one view of each broker firm, a small first phase, and her CISO in the systems session. Kickoff is Tuesday or Wednesday morning.
1 Oct 2026 Follow-up from our QBR conversationAfter the QBR, Marcus Bell restated thin usage of around four active people a week against 40 licences. Aisha Rahman confirmed only a handful use the brain, will ask the depot leads, and wants it working better by the end of November.
2 Oct 2026 Proposal review callJordan Pike asked Kristen Haugen for a proposal walkthrough before it goes wider. She agreed, asked for clear figures and said finance would be looped in afterwards, with early the following week easier.
30 Sep 2026 Proposal for GrowthSophie Ling is preparing a Growth proposal for the customer insight and repairs teams, pending internal pricing confirmation. Lynsey Bainbridge wants it with security details for procurement.
30 Sep 2026 Invitation to our online webinarMarketing invitation to Colm Geraghty to the 15 Oct 2026 customer webinar. Logistical outreach; there is no customer response in the thread.
5 Oct 2026 Follow-up from our check-in: usage, tickets and next stepsAfter a review call, Marcus Bell reported about six active users against 25 Starter seats. Femi Adeyemi agreed to a seat review, asked what the partnership delivers for clients, and wants any agreed measure written into the agreement.
30 Sep 2026 Invoice INV-087-0003 for your recordsRachel Dunmore sent Kevin Dussault invoice INV-087-0003 for £4,011, issued 30 Sep 2026 and due 30 Oct 2026, and asked for a PO number if needed. Purely billing admin; no customer response in the thread.
2 Oct 2026 Follow-up from our callAfter a call, Tom Ashdown suggested Starter. Steve Greenhalgh, Chief Operating Officer, asked for cost and implementation time. Tom replied with £28k all in and four weeks, and promised a proposal.
7 Oct 2026 Proposal follow-up: next stepsAfter CEO sign-off, Toby Eccles, Chief Financial Officer at Ivelbridge Software, said on 7 Oct 2026 they are ready to sign and asked for the order form. The thread shows no order form sent or executed.
2 Oct 2026 Follow-up from our QBRAfter the QBR, Hollie Grieve recapped usage, two high priority tickets and licence headroom, and asked Josh Fairburn for the next homes to connect. Josh agreed and flagged the freshness ticket as Natasha's priority.
2 Oct 2026 Support follow-up on your open ticketDana Whitaker says the problem persists after Bethan Lister's steps, that this is the third ticket in a month, and her team is questioning whether they can rely on the brain. She wants a named owner and next step.
30 Sep 2026 Proposal review callJordan Pike offered to walk Christine DiNardo through the proposal terms line by line. On 30 Sep 2026 she agreed to Thursday first thing and said she will bring the operations director. Logistical, with a positive signal.
5 Oct 2026 Your renewal and next stepsDeclan Hession, CFO, questioned a £125k renewal figure against the £50k he pays today. Elena Novak replied that Growth at £50k is on the executed order form and the £125k is an Enterprise draft deal.
29 Sep 2026 Fewston and next stepsAfter a call with Fewston, Chief Executive Richard Lazenby offered a referral and said he will speak only to what Strensall has seen. Lewis Kerr says the proposal call is booked and keeps terms away from Richard.
5 Oct 2026 Starter proposal: moving forwardMichelle Bancroft confirms Ashby Moor Housing wants to move forward with Starter. Lewis Kerr sent an order form at £28k covering subscription and implementation, targeting a close early in the new year. No reply yet.
29 Sep 2026 Subscription renewal, Oosterdijk LogistiekMarcus Bell asked CFO Jeroen Coenen on 29 Sep 2026 for a thirty-minute call before the Growth tier renews at the end of December, citing usage growth and possible expansion. There is no customer response in the thread.
29 Sep 2026 Invoice INV-176-0005Billing email from Rachel Dunmore to Karin Vossen sending invoice INV-176-0005 for the Growth tier subscription, net £12k due by 29 Oct 2026, and asking for the PO number. No customer response in the thread.
29 Sep 2026 Finding a time to talk about your renewalDaniel Okafor asks Graham Tovey, as executive sponsor, for a one-hour conversation before the contract end on 9 Jan 2027. A scheduling request; no customer response is in the thread.
2 Oct 2026 Brimscombe renewal: billing and purchase orderMandy Gasson confirms quarterly billing continues, says the purchase order follows the November budget round and asks BG-Demo to confirm the contract end date. Tom Ashdown confirms 9 Jan 2027.
1 Oct 2026 Commercial terms discussionMatteo Ricci approached Kilcarra Medical's CFO, Conor Fitzgerald, to discuss pricing and decision timeline. Conor agreed to a Thursday morning call next week and asked for an invite. Scheduling only so far.
30 Sep 2026 Check-in notesElena Novak confirmed three action points after a 29 Sep 2026 call. Elliot Kirkby agreed to send usage feedback on the business development team the following week.
1 Oct 2026 Commercial contact for the new linesCallum Reid, Head of Underwriting Operations, asks for a named commercial contact for the new lines, saying his earlier emails went unanswered. Daniel Okafor offers himself as interim contact and promises a name by Monday.
30 Sep 2026 Our check-in and what comes nextAfter the call, Daniel Okafor recapped that account managers are returning to B-Viz at their own pace. Sharon Tilley confirmed, asked for a team list and agreed to a short morning session for account managers.
28 Sep 2026 BG-Demo webinar, 15 October 2026Marketing invitation. On 28 Sep 2026 Alice Brewer invited Aaron Graham to a BG-Demo webinar on Thursday 15 Oct 2026. There is no customer response in the thread.
1 Oct 2026 Demo follow-upAfter the demo, Linnéa Holmberg wrote on 29 Sep 2026 that they would like to move forward. Matteo Ricci replied on 1 Oct 2026 that Theo Gallagher would map the implementation plan, with a January launch in view.
30 Sep 2026 Contract terms discussionSophie Ling asked Finance Director Sarah Northcott for a contract terms call, and Sarah agreed to Thursday at 10:30 to cover payment terms and the implementation timeline.
29 Sep 2026 Finding a time for our next check-inMostly scheduling. Tomasz Wiśniewski offers Wednesday or Thursday mornings before 11:00 and insists the open actions, each with an owner, and the two support tickets from this month lead the agenda.
28 Sep 2026 Your Growth subscription renewal noticeDaniel Okafor gave Philip Annear notice that the Growth subscription runs to 27 Dec 2026, flagged an open Enterprise option with a total deal value of £129k, and proposed settling by 7 Dec 2026. No customer response in the thread.
29 Sep 2026 Security review session: open findings and arrangementsHannah Lowe proposed the next security review session with written responses to open findings. Euan Rattray will not close a finding on a statement alone and wants evidence, the access model again, and responses in advance.
5 Oct 2026 Renewal conversation: finding a timeMatteo Ricci proposed a renewal call for the Growth subscription. Matthias Ebner wants the terms, governance, exit plan and cost changes in writing first, and will not decide before information security and procurement have seen them.
28 Sep 2026 Follow-up: proposal for additional usersOn 28 Sep 2026 Lewis Kerr proposed extra Growth users at £8,000 plus VAT, co-termed to 4 Jan 2027. Rajesh Mistry accepts co-terming but wants usage figures by team before he signs.
30 Sep 2026 Discovery call: finding a timeTom Ashdown asked Douglas Baird for a discovery call. Douglas welcomed it, offered Thursday afternoon or Friday morning, may bring a scheme-relationship manager, and asked that it be an exchange of views only.
29 Sep 2026 Following up on the proposalImogen Hartley, Chief Data Officer, agrees to sponsor the Enterprise expansion proposal herself and wants procurement involved now. She has open questions on how additional users would be phased in. The 14 Nov 2026 close is a plan.
25 Sep 2026 Kickoff follow-up and next stepsAfter the kickoff call, Hamza Akhtar introduced Hollie Grieve as customer success manager and asked Bryony Vosper for connector access details. Bryony replied she would send them probably early next week.
25 Sep 2026 Setting up the Mossbrook reviewMarcus proposed a review; Joanna says usage is calmer and consultants are back. She wants the 25 seats reviewed and referral roles agreed for clients she plans to introduce. Thursday 10:00 was set.
25 Sep 2026 Scheduling a check-inLogistical thread: Daniel Okafor asked Neil Craven for a check-in, and Neil agreed to Tuesday afternoon with Ashok Patel present. Neil wants to cover what the builders are seeing, not just numbers.
25 Sep 2026 Invitation: BG-Demo webinar on Thursday 15 Oct 2026Alice Brewer invited Neil Craven to the 15 Oct 2026 webinar, booked but not yet held, and asked to quote his view on trade accounts. There is no customer response in the thread.
25 Sep 2026 Order form for signatureJordan Pike sent Raymond Tsai the expansion order form with a deal amount of £4,011. Raymond replied that the figure is fine and that he will sign before 29 Sep 2026. The thread does not show the executed copy.
25 Sep 2026 BG-Demo webinar for your teamAlice Brewer invited Matt Colenso and account managers to a BG-Demo webinar on Thursday 15 October 2026 about getting more from the brain. The webinar is booked, not held, and there is no customer response in the thread.
24 Sep 2026 Follow-up on the proposalAfter a call on 24 Sep 2026, Jordan Pike set out an Enterprise proposal worth £155k in total, including implementation. Danielle Novotny wants the security pack and a three-year cost view before Glenn sees it.
24 Sep 2026 Follow-up from the quarterly reviewDaniel Okafor's written recap of the quarterly review assigns owners for a measured value case, load history and a ticket check. The renewal is already open. No customer reply is in the thread.
24 Sep 2026 Invitation: BG-Demo webinar on Thursday 15 Oct 2026Marketing invitation to Niamh Fogarty, an admin on the account, to the BG-Demo webinar on 15 Oct 2026. Promotional only. No customer response in the thread.
25 Sep 2026 Time to walk through the proposalJordan Pike asked Danielle Okonkwo for a 30-minute proposal walkthrough. She accepted Wednesday at 11:00, wants it one-to-one first, cannot commit budget without Greg, and asked how it sits against the 40 users.
25 Sep 2026 Scheduling the next QBRHollie Grieve asked Natasha Pryor to book the Enterprise QBR. Natasha agreed, wants the evidence trail behind the usage numbers, and said her CFO Graham does not need to join.
28 Sep 2026 Proposal walkthroughLewis Kerr set out a co-termed proposal walkthrough against a £58k subscription. Gemma Holt wants customer service priced separately, asked how many of her 60 licensed users are free, and needs her manager to approve.
24 Sep 2026 Brackwell QBR: when suits?Marcus Bell asked to book the Growth quarterly review. Gareth Whitlam accepted a Thursday morning call but wants a written agenda covering usage, the renewal ask and peer value, and will agree to nothing on the call.
25 Sep 2026 Finding a time for our next check-inMarcus Bell proposed a usage check-in. Rebecca Ainsworth agreed on 25 Sep 2026 and asked whether B-Viz still lets relationship managers see policies, claims and calls together, wanting Tariq Mahmood copied.
25 Sep 2026 Check-in callAllison Pereira, VP Client Service, welcomed news that usage is up and asked for a usage view by client to line up renewals before open enrollment. Hollie Grieve agreed to prepare it for a Thursday call at 15:00 UK time.
23 Sep 2026 Invitation: BG-Demo webinar on Thursday 15 Oct 2026Alice Brewer invited Neil Ashworth to the 15 Oct 2026 webinar and asked for a branch working practice to quote. Logistical invitation; no customer response in the thread.
24 Sep 2026 Discovery call for AshtonburyLogistical thread. Tom Ashdown asked Kevin Duckworth for a discovery call on 23 Sep 2026. Kevin replied on 24 Sep 2026 suggesting Thursday afternoon around 14:00. No commercial content.
25 Sep 2026 Demo follow-upAfter the demo, Jun Tan of Tanjong Arc Logistics said the demo was good, that they are keen to move forward, and accepted a call on the Tuesday of the following week at 14:00 to cover next steps and commercial terms.
23 Sep 2026 Proposal call schedulingLogistical thread: after the demo, Lewis Kerr asks for a call to discuss the proposal. Toby Carswell offers Monday or Tuesday morning and says he will bring in Toby E.
22 Sep 2026 Webinar on 15 Oct 2026Logistical event invitation: Alice Brewer invited Clifford Unwin to the 15 Oct 2026 webinar on the value case for block managers. There is no customer response in the thread.
25 Sep 2026 Following up on the demoAfter the demo, Jenna Lindstrom asked how connectors stay fresh each morning and what a priority issue looks like on Starter. She said her team would review Theo Gallagher's written answer and reply early the following week.
24 Sep 2026 Growth proposal, next stepsTom Ashdown sent the Growth proposal at £62k. Chief executive Asif Rauf is not against it but wants Holly Garside's view on team use, and asked how long implementation takes and what happens if it overruns.
22 Sep 2026 Following up on the demoAfter the 22 Sep 2026 demo, Lewis Kerr restates the Growth proposal at £62k including implementation. Lisa Dewhirst liked it but cannot commit budget and must go to Michael after the IT review.
25 Sep 2026 Security review outcome and conditionsRavi Subramanian, CISO, cleared the security review on 22 Sep 2026 subject to two conditions to be written into the contract: post-incident actions by the end of December, and notice within twenty-four hours of a failed refresh. Jordan Pike agreed on 25 Sep 2026.
22 Sep 2026 Check-in notes: Brenneck Pay and BG-DemoElena Novak sent notes from the 22 Sep 2026 check-in: around twelve active users against forty licensed, some teams still on spreadsheets, one low-priority ticket, nothing outstanding on invoicing. No customer response in the thread.
25 Sep 2026 Growth, proposed termsJordan Pike sent Ledgerwood Freight a formal Growth proposal at £62k on 22 Sep 2026. President Maria Hughes replied that it looks good and aims to sign by mid-November. The proposal is open, not executed.
24 Sep 2026 Follow-up from our QBRAfter the 22 Sep 2026 QBR, activity across the 40 licensed users is slightly lower. COO Tyler Brooks asked for the bottom line and delegated the team question to Dana Whitaker; Elena Novak confirmed nothing is needed from him.
24 Sep 2026 Follow-up after the demoAfter 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.
25 Sep 2026 Notes from the demo and next stepsAfter the 21 Sep 2026 demo, Jordan Pike recommended Growth. Christine DiNardo said her compliance lead wants written data residency answers first and asked when the proposal will arrive. Jordan gave no proposal date.
21 Sep 2026 Invoice: annual subscriptionLogistical billing thread. Rachel Dunmore sent Pauline Northey the annual subscription invoice, net £22k, gross £26k, due 21 Oct 2026, and asked for the PO number. No customer response in the thread.
21 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Tammy Ledbetter, Regional Vice President, to the Thursday 24 Sep 2026 webinar on renewals. There is no customer response in the thread. It is a marketing invitation with no commercial content.
22 Sep 2026 Scheduling the demoLogistical: after discovery, Matteo Ricci proposed a demo on broker relations data and Linnéa Holmberg replied that next Tuesday afternoon would be good. No commercial position is stated.
22 Sep 2026 Next steps after discoveryJordan Pike proposed an Enterprise proposal at around £155k for implementation and first-year subscription. Melissa Garnett said that is in the right range and will consult her CTO and compliance team.
22 Sep 2026 QBR follow-up and next stepsHollie Grieve summarised the QBR: usage up, nothing high priority open, Growth contract with 40 users to 29 Apr 2027. Greg Hasselbeck replied that things sound in good shape and asked to hear early of any price or terms change.
24 Sep 2026 Clonvara renewal: finding time to talkAmara Obi opened the renewal for the Growth term of 40 users at £47k, ending 31 Oct 2026. Brendan Moran agreed to talk but asked first for the order form, renewal terms and usage figures in advance.
21 Sep 2026 QBR follow-up and next stepsMarcus Bell's QBR note says active users are well below the 40 licensed and down a little on last quarter, with no open tickets. The term runs to 30 Apr 2027. There is no customer response in the thread.
20 Sep 2026 Invitation: Your renewals, read by B-Viz (webinar)Alice Brewer invites Stephen Arden to a renewals webinar on 24 Sep 2026. Marketing outreach only. There is no customer response in the thread.
20 Sep 2026 Invitation: Your renewals, read by B-VizAlice Brewer invited Ashok Patel to the 24 Sep 2026 webinar on reading renewals in B-Viz. Marketing outreach, not account work. There is no customer response in the thread.
19 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Neil Ashworth, Regional Branch Director for the North, to the online webinar Your renewals, read by the brain on 24 Sep 2026. This is marketing outreach. There is no customer response in the thread.
19 Sep 2026 Revenue leaders roundtableMarketing invitation to a revenue leaders roundtable in London on 22 Sep 2026, sent to Brandon Russell. There is no customer response in the thread. Logistical, with no commercial signal.
23 Sep 2026 Carnmoor order form for signatureIan Prendergast has not signed the £22k Starter renewal order form and the 22 Sep 2026 date has passed. He pays £42k a year on Growth with forty users and wants a side-by-side of what moving down would lose.
24 Sep 2026 Proposal for StarterNate Feldman confirms Starter as the starting point and wants to learn over the first month or so. Jordan Pike promised the proposal on 24 Sep 2026 and aims to close by early November.
23 Sep 2026 Demo follow-upSales thread after a demo. Tasha Merriweather says the team has reviewed the recording, is keen to move forward and will confirm internal points by Friday. A call is agreed for Thursday morning.
21 Sep 2026 Setting a time to talk through the renewalJordan Pike asked Raymond Tsai, Pemaquid Analytics' CFO, for a renewal conversation ahead of the Growth term end on 31 Mar 2027. Raymond agreed to Tuesday at 15:00 and asked for actual cost against the 40 seats and real usage.
18 Sep 2026 Revenue leaders roundtableAlice Brewer invited Marie Wouters to an in-person London roundtable for finance and operations leaders. There is no customer response in the thread.
18 Sep 2026 Webinar invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Graham Rowntree, Chief Financial Officer, for a webinar on 24 September 2026 about renewals. There is no customer response in the thread.
17 Sep 2026 Invitation: revenue leaders roundtable, LondonLogistical event invitation: Alice Brewer invited Kristen Haugen to an in-person revenue leaders roundtable in London on 22 Sep 2026. There is no customer response in the thread.
18 Sep 2026 Kickoff: finding a dateLogistical thread. Hamza Akhtar asked Rosalind Pidgeon for a kickoff date; she replied that Friday morning suits better than early next week and said she would confirm with her team the same day.
17 Sep 2026 Invitation: revenue leaders roundtable in LondonAlice Brewer invited Gillian Thewlis to a revenue leaders roundtable in London on Tuesday 22 Sep 2026 and asked whether BG-Demo could quote her. Event invitation only: there is no customer response in the thread.
22 Sep 2026 Demo follow-upEmma Sandberg, Head of Customer Service, said the demo was helpful and that Magnus is keen to move forward. She asked for a proposal outline with pricing and timeline. No tier or scope is stated.
17 Sep 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation to an in-person Revenue leaders roundtable in London on 22 Sep 2026. Logistical and promotional. No customer response in the thread.
18 Sep 2026 Quick check-in callMarcus Bell asked Aoife Mulcahy for a check-in after a gap. Aoife agreed and asked for usage cut by agency group, wanting to know which agencies are at the edge. Marcus proposed Tuesday at 10:00.
17 Sep 2026 Invitation: revenue leaders roundtable in LondonMarketing invitation from Alice Brewer to Samuel Adeyemi for an in-person revenue leaders roundtable in London on Tuesday 22 Sep 2026. There is no customer response in the thread.
18 Sep 2026 Demo schedulingLogistical thread: Ed Ingham confirmed that Thursday morning works for him and Fiona for the demo. Matteo Ricci said he would send details and an agenda once confirmed with the team.
17 Sep 2026 Your renewals, read by the brainAlice Brewer invited Asif Nuttall, Managing Director, to a webinar on 24 Sep 2026 about contract renewals. Event outreach only. There is no customer response in the thread.
18 Sep 2026 Usage report for BrackwellGareth Whitlam chased the overdue usage report and said the contract needs a proper justification. Marcus Bell sent it and admitted usage is lower than it should be for the 40 licences, with no known reason.
21 Sep 2026 Finding a time for the proposalTom Ashdown arranged a Wednesday 10:00 session with Imogen Hartley to take her through the proposal for the next phase. She wants it to reflect how Fenmoor actually uses the brain now and asked for plain language.
16 Sep 2026 Demo on your own dataLynsey Bainbridge agreed to a demo on Bilsdale Housing's own data and will bring the repairs lead. She asked to aim for the following week. This is a sales step, not yet a commitment.
17 Sep 2026 Following up on your demoIris Bosch, Head of Customer Service, said she was impressed by the demo and wants to take it forward. She asked for pricing and implementation details. Matteo Ricci's early December order target is BG-Demo's own plan.
17 Sep 2026 Demo follow-upVanessa Guerrero agreed to a close date of 20 Nov 2026 and an early October demo with her team on call data and CRM. Jordan Pike and Theo Gallagher are to send agenda and times.
18 Sep 2026 Your Enterprise renewal: next stepsDaniel Okafor gave formal renewal notice on 16 Sep 2026. Graham Tovey welcomed the early notice, asked what changes and how complaint handling holds up with Ofgem, and made any decision conditional on a colleague's view of the value case.
16 Sep 2026 Demo, final confirmationLogistical thread: on 16 Sep 2026 Lewis Kerr asked Lydia Ashurst to confirm the demo is still in her calendar. There is no customer response in the thread.
17 Sep 2026 Scheduling our next check-inElena Novak proposed a check-in agenda. Katrin Vogelsang offered Tuesday or Thursday afternoon, asked for the source of usage numbers because an auditor may see them, and wants a merchant risk colleague to join.
17 Sep 2026 Growth, proposal callJordan Pike asked whether Jennifer Holloway had reviewed the Growth proposal sent the previous week, and she agreed a Thursday 10:00 ET call. The thread does not show her view of the proposal.
17 Sep 2026 Proposal follow-up and next stepsTom Ashdown sent an Enterprise proposal of £155k total value, not an annual figure. Eleanor Whitlock wants the subscription and implementation split in writing and the security review first. 18 Dec 2026 is a signature target only.
21 Sep 2026 Scheduling the QBRAmara Obi asked for QBR slots before the 4 Jan 2027 renewal, citing a slight dip in active users. Gemma Holt offered afternoon slots and said two account managers found retailer data slow to catch up some mornings.
18 Sep 2026 Scheduling the proposal walkthroughJordan Pike asked Danielle Novotny for a live proposal walkthrough before it goes to Glenn. Danielle agreed, asked for slots next week, wants underwriting present and wants the agency example anonymised.
15 Sep 2026 Webinar invitationMarketing invitation from Alice Brewer to Wesley Crabtree for the 24 Sep 2026 webinar on renewals and contract data. There is no customer response in the thread, so interest and attendance are not shown.
15 Sep 2026 Getting the quarterly review in the diaryDaniel Okafor asked Siân Pritchard to book the next quarterly review. She agreed, wants Nikhil to cover the loads, plans for Graham Tovey to join for the second half, and says a couple of people have gone quiet since the summer.
16 Sep 2026 Discovery follow-upAfter discovery, Sophie Ling asked about implementing Enterprise and the investment. On 16 Sep 2026 Omar Al Suwaidi, the Chief Operating Officer, replied that they are interested and asked what the process is.
15 Sep 2026 Outsourcing assessment and register entryHenrik Lorenz reported that Brenneck Pay's outsourcing assessment is complete and the register entry made, and asked BG-Demo to confirm the details. Matteo Ricci confirmed they match the executed order form.
15 Sep 2026 Invoice INV-076-0009 for Merriott Lyle DistributionRachel Dunmore issued invoice INV-076-0009 to Bernadette Lowry on 15 Sep 2026: net £4,548, VAT £910, gross £5,458, due 15 Oct 2026. She asks for a PO number. There is no customer response in the thread.
15 Sep 2026 Let's schedule a demoLogistical thread: Lewis Kerr asks to schedule a demo now that Toby Carswell has reviewed the proposal. Toby replies the same day offering Tuesday or Wednesday next week, late afternoon.
15 Sep 2026 Invitation: Revenue leaders roundtable in LondonMarketing invitation from Alice Brewer to Liz Waddington, Head of Procurement, for a London roundtable on 22 September 2026. There is no customer response in the thread.
18 Sep 2026 Quarterly review: schedulingElena Novak proposed a quarterly review including renewal preparation. Dana Whitaker asked for the usage picture beforehand, suspecting it has dipped since the summer, and wants a colleague to join.
16 Sep 2026 Scheduling the next Veldmaat quarterly reviewJoost Verbeek would not pick a review date until BG-Demo shows the status of agreed actions. Elena Novak committed on 16 Sep 2026 to send an owner-tagged status list and hold Thursday at 14:00.
15 Sep 2026 Booking your product demoJordan Pike offered a demo on Shilshole's own data. Kristen Haugen agreed in principle and asked to include the support ops lead in a slot early next week. Jordan said he would send an invite.
14 Sep 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited Marisol Ybarra to an in-person Revenue leaders roundtable in London on 22 Sep 2026, on reading tickets against usage. Event invitation with no customer response in the thread.
16 Sep 2026 Setting up a check-inDaniel Okafor asked for a check-in after noticing fewer people logging in. Lorna Cairns agreed that fewer of the team are using B-Viz, as some were moved to other work and some lost the habit.
18 Sep 2026 Scheduling the demoLogistical thread: Lewis Kerr books a demo on Fewston's own data. Lisa Dewhirst accepts Tuesday at 14:00, insists IT attends, and is choosing one installer account to follow end to end.
14 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Marloes de Vries, Finance Manager, to the 24 Sep 2026 webinar, linking it to the coming renewal of 40 licences and quieter colleague usage. No customer response in the thread.
14 Sep 2026 Follow-up from our QBRHollie Grieve summarised the QBR: usage up, support quiet, invoices up to date, contract runs to 9 Apr 2027. Bethany wants partner reviews to lean on the brain. No customer reply in the thread.
14 Sep 2026 Following up on your support ticketKate Ormerod said checks show the brain is behaving as expected and asked Siân Pritchard to confirm before closing the ticket. Siân asked to keep it open until the next morning and for a note of what was changed and when.
15 Sep 2026 Carnmoor check-in: usage and next stepsAmara Obi asked Gemma Thorne for a check-in because weekly active use is well down, with no tickets. Gemma suspects account managers went back to spreadsheets, agreed to Thursday afternoon, and said contract and price are Ian's call.
14 Sep 2026 Invitation: Your renewals, read by the brain (webinar)Alice Brewer invited Ingrid Solberg on 14 Sep 2026 to the webinar Your renewals, read by the brain on Thursday 24 September 2026. There is no customer response in the thread.
14 Sep 2026 Setting up our next QBRHollie Grieve proposed a QBR and Danielle Okonkwo accepted a Thursday at 14:00 for an hour. She shared another field win, asked to include Trent and Greg's summary, and wants a view of top liaison questions by Friday.
15 Sep 2026 Would BG-Demo be willing to talk again?Douglas Baird, Chief Operating Officer, wrote to Daniel Okafor on 14 Sep 2026: the tool they moved to falls short on member queries and trustee calls. He asked for an informal talk, with no commitment. Daniel agreed.
13 Sep 2026 Invitation: Revenue leaders roundtable, LondonAlice Brewer invited IT Manager Matt Colenso to the Revenue leaders roundtable in London, suggesting he pass it to a commercial colleague. This is an event invitation; there is no customer response in the thread.
13 Sep 2026 Invitation: a webinar on reading your renewals with the brainMarketing invitation from Alice Brewer to Mike Delaney for the 24 Sep 2026 webinar on reading renewals. One-way outreach on 13 Sep 2026. There is no customer response in the thread.
13 Sep 2026 Webinar invitation: Your renewals, read by the brainMarketing invitation to Cian Farrell for the 24 Sep 2026 webinar on renewals. Purely promotional, sent 13 Sep 2026. There is no customer response in the thread.
12 Sep 2026 Webinar invitation: your renewals, read by the brainAlice Brewer invited Daan Visser, Head of Merchant Risk, to the 24 Sep 2026 renewals webinar. Marketing outreach only. No customer response in the thread.
12 Sep 2026 Webinar invitationAlice Brewer invited Nate Feldman to a webinar on Thursday 24 Sep 2026 about renewal data. There is no customer response in the thread.
12 Sep 2026 Revenue leaders roundtable, LondonLogistical event invitation: Alice Brewer asks Controller Dana Kurtz to join the Revenue leaders roundtable in London later this month. There is no customer response in the thread.
12 Sep 2026 Revenue leaders roundtable invitationLogistical marketing invitation from Alice Brewer to Marie Goossens, Head of Procurement, for an in-person roundtable in London on 22 Sep 2026. There is no customer response in the thread.
14 Sep 2026 Setting up your quarterly business reviewHollie Grieve asked Meredith Sullivan to book the Enterprise quarterly business review. Meredith agreed, wants leadership to see usage growth, offered slots and asked for a view by sponsor.
16 Sep 2026 Gatcombe Lees: scheduling your demoLogistical sales thread. Tom Ashdown asks Georgina Lees for a demo slot and books 16 Sep 2026 at 14:00 after her reply. No tier, price or commitment is discussed, and the evidence does not show the demo was held.
11 Sep 2026 Your subscription invoiceBilling email from BG-Demo finance sending invoice INV-169-0004 for the Starter subscription, due 11 Oct 2026, and asking for a PO number. No customer response in the thread.
11 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Russell Bland, Head of Finance, to the BG-Demo webinar on renewals. There is no customer response in the thread. Marketing outreach only.
14 Sep 2026 Renewal conversation: finding a timeGraham Tovey agreed to an early renewal conversation but only with Siân present. He asked for a one-page note on value, usage and Ofgem complaint handling, and wants only confirmed commercial figures.
11 Sep 2026 Your renewals, read by the brain: Thursday 24 September 2026Logistical event invitation: on 11 Sep 2026 Alice Brewer invited Rosa Ellwood to a webinar on 24 Sep 2026 about using the brain in renewal conversations. There is no customer response in the thread.
14 Sep 2026 Let's schedule a discovery callLogistical thread. After speaking on 11 Sep 2026, Jordan Pike asked Melissa Garnett of Kittredge Behavioral Health for a discovery call. She agreed to Monday morning and Jordan confirmed 09:00.
14 Sep 2026 Setting up a check-inMarcus Bell asked Lauren Pilkington for a check-in as usage is still lower. Lauren agreed, said consultants have got out of the habit, and asked whether they can see client complaints more easily.
14 Sep 2026 Finding a time for the demoJordan Pike offered Tuesday or Wednesday for the demo. Christine DiNardo replied on 14 Sep 2026 that Wednesday afternoon works and she would confirm attendees by the end of the week. Logistical thread.
10 Sep 2026 Scheduling demoAfter a call, Matteo Ricci proposed a technical demo with the solutions engineer for the customer success team. Katharina Richter agreed to next week, Wednesday afternoon. Logistical thread.
11 Sep 2026 Support follow-up on your open ticketKai Petersen confirmed that some hospital device records are not current. After the refresh the Nordic hospitals look right, but two Austrian sites still lack their last service visits.
16 Sep 2026 Salesforce connector sync errorSupport thread: Javier Ortiz reports a Salesforce connector error, 'Authentication failed, check API token', though the token is valid. Bethan Lister's last message asks him to disable and re-enable the connector.
11 Sep 2026 Your proposal for Hallam FerrierHarvey Doyle sent the Growth tier proposal at £62k including implementation. Richard Staniforth will take it to the partners' meeting, will not sign before they agree, and wants a one-page cost per partner summary.
11 Sep 2026 Order form for signatureLewis Kerr sent the £4,548 expansion order form to CFO Malcolm Ridgway. Malcolm asked whether anything recurs on top of the £128k paid and what it does for falling use of the 200 licences. He will sign when it is clear.
10 Sep 2026 Webinar invitation: Your renewals, read by the brainAlice Brewer invited Douglas Baird to an online webinar on Thursday 24 September 2026 about spotting renewal risk across calls, emails and invoices. A marketing invitation with no customer response in the thread.
9 Sep 2026 Invoice INV-246-0004Logistical billing thread: Leah Brandt sent Roger Yeo invoice INV-246-0004 for the renewal and asked for the PO number. There is no customer response in the thread.
14 Sep 2026 Discovery callScheduling thread. Harvey Doyle asked Cramond's chief executive and Head of Trustee Operations for a discovery call. Niall Sutherland agreed, and the security questionnaire was completed before the Wednesday 10:00 call.
14 Sep 2026 Order form, Starter renewal 2026Tom Ashdown sent the Starter renewal order form at £22k on 9 Sep 2026. On 14 Sep 2026 Jonathan Marsden asked why he must sign at a higher rate than £20k and said he does not recall the January notice.
9 Sep 2026 Booking your quarterly business reviewHollie Grieve proposed the first Growth quarterly business review. Bethany Cole accepted, wants partner-agreement numbers and asked for Zainab and Russell to attend. Logistical scheduling thread with a clear customer agenda.
10 Sep 2026 Finding a time to walk through the proposalJordan Pike asked Laura Kessler for a live walkthrough of the Enterprise proposal. She accepted Tuesday at 11:00, asked what it does beyond the analytics suite they already pay for, and said she will not sign until security and procurement finish.
17 Sep 2026 Following up on the demoAfter the 9 Sep 2026 demo, Kyle Brandvold asked about Snowflake roles and access. Heather Bauman says Kyle is mostly comfortable, but her COO Frank wants the security review before any numbers are put to him.
9 Sep 2026 Demo schedulingLogistical thread: Matteo Ricci chased Ed Ingham about the mid-September demo and asked to include Fiona, who needs to see how it supports the business case. There is no customer response in the thread.
10 Sep 2026 Proposal discussionMatteo Ricci sent Roisin Clarke the BG-Demo Starter proposal after the demo. She agreed to discuss it on Wednesday at 14:00. Largely scheduling, with no pushback or questions yet.
14 Sep 2026 Finding a time to go through the proposalTom Ashdown asked Eleanor Whitlock for a proposal walkthrough. She agreed, will bring two evaluation colleagues, but cannot commit until her security team sees how the brain sits in their Snowflake account.
9 Sep 2026 Invitation: Your renewals, read by the brainMarketing invitation from Alice Brewer to Greg Haskins for a renewals webinar on 24 Sep 2026, referencing the term end on 1 Feb 2027. No customer response in the thread.
9 Sep 2026 Invitation: Your renewals, read by the brainAlice Brewer invited Louise Carver to a BG-Demo webinar on 24 Sep 2026 about reading renewals with the brain. This is a marketing invitation with no customer response in the thread.
9 Sep 2026 Following up on the demoAfter the demo, Tom Ashdown asked Holly Garside for a decision by the end of November on the Growth figure of £62k. Holly would not commit to a timeline until she has taken the questions to her chief executive.

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

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

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