B-Glass
Harvey Doyle

Quintrell Lending / BG-Demo – Demo

Callscheduled

Quintrell Lending logo Quintrell Lending · 13 Oct 2026 12:00

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First demo for a prospect with an FCA audit-trail need and an open £62k deal at discovery. The tier is unsettled: discovery recommended Enterprise, while the CRM deal and the 8 Oct 2026 follow-up say Growth. Only the champion is attending.

Context: Donna Ibbotson described customer records spread across separate systems and reconciled by hand. She needs an auditable trail under FCA rules. Neither her leadership team nor procurement has appeared in any call or thread.

Approach: Before the call, Harvey Doyle should agree one tier and one figure with Owen Tallis. Hannah Lowe should then build the demo around the audit trail across calls, credit notes, applications and follow-ups.

Show data retention and access controls, since Donna raised both. Close by agreeing a follow-up that brings in Yasmin Carswell, the CRM economic buyer.

Watch for: questions on price, implementation length or her day-to-day contact. Donna asked about all three at discovery, and the offer she has heard so far is inconsistent. Do not improvise a subscription figure on the call.

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

Booked

Updated 9 Oct 26
Date2026-10-13
Time12:00
Typedemo
Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Glass 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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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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-Glass is the tool that reads its data.

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