# What is working with our best customers, which prospects look like them, and draft a proposal for the best fit.

*Claude, the tool calls B-Viz makes for this request, run by tools/make_examples.py. Figures as at Fri 9 Oct 2026.*

**What B-Viz did:** Counting in SQL → counting in SQL → counting in SQL → counting in SQL → counting in SQL → counting in SQL → counting in SQL → counting in SQL → drawing a chart (Contracted ARR of the customers doing b…) → counting in SQL → reading the record (next_steps:org_189) → reading the record (assessment:org_189) → reading the record (next_steps:org_241) → reading the record (assessment:org_241) → reading the record (next_steps:org_053) → reading the record (assessment:org_053) → counting in SQL → counting in SQL → counting in SQL → reading the record (doc_co_011) → reading the record (assessment:org_189) → reading the record (next_steps:org_189) → reading the record (object_read:call_189_001) → reading the record (object_read:call_189_002) → reading the record (object_read:call_189_002) → reading the record (call_189_001) → reading the record (call_189_002) → reading the record (assessment:org_097) → reading the record (call_001_049) → reading the record (object_read:call_189_001) → writing the document (What is working, and a proposal for San…)

60 of 91 customers are Growing or Healthy on B-Viz's assessment (£3,190,500 of £4,528,000 contracted ARR). **Insurance** leads: 6 customers, £496,250, **£82,708** each on average; 3 of them are on Enterprise, with 420 to 1,250 staff. Customers doing best use 79.9% of their seats on average, against 74.9% for the rest.

Three prospects look like them, all insurers with an open Enterprise deal and a call booked:

- **Sandusky Bay Mutual Insurance** (Milwaukee, US, 680 staff, demo stage, £155,000): call on 13 Oct 2026.
- **Sauganash Specialty Insurance** (Chicago, US, 900 staff, proposal stage, £155,000): call on 12 Oct 2026.
- **Halberd Point Insurance** (Hartford, US, 480 staff, demo stage, £155,000): call on 14 Oct 2026.

I drafted the proposal for the first, [Sandusky Bay Mutual Insurance](demo/e/organisation/org_189.html): 11 sections on the B-Viz Word template. It is priced from the price book: the Enterprise subscription at **one hundred and twenty-five thousand pounds** a year, implementation of **£30,000** and **£155,000** in the first year, which is the CRM deal amount. 0 proposals are on record, so this is the first written one.

**Download:** [What is working, and a proposal for Sandusky Bay Mutual Insurance (Word)](examples/prospect-proposal/prospect-proposal.docx)

[Open the interactive view](demo/views/c00abfe1d3ce/) (Contracted ARR of the customers doing best, by industry)

*B-Viz tools · SQL, chart, record, document*