B-Glass
Jordan Pike

Willet Creek Senior Living / BG-Demo – Negotiation

Callscheduled

Willet Creek Senior Living logo Willet Creek Senior Living · 19 Oct 2026 14:30

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First call with procurement on an open Enterprise proposal at £125k a year. Nothing is signed, and Eric Halvorsen will not sign before privacy and security approve. The records do not show that review has been held.

Context: Nothing is executed and CRM ARR is £0. The proposal of 1 Oct 2026 prices Enterprise at £125k a year. The £155k CRM deal amount is total deal value including implementation.

Approach: Open by confirming where the privacy and security review stands, because it gates everything else. Jennifer Moua is not attending, so ask Kristin Lindahl whether the review is booked and who attends.

Procurement: Todd Bergquist appears in no earlier call. Use the call to learn his process and paperwork. Treat the 29 Dec 2026 close as a forecast, and Owen Tallis should not press for signature ahead of privacy approval.

Watch for: On the proposal call, Eric said the close date should move rather than rush the privacy review. Amber Schultz's per-community access question is still open and needs written evidence, not a verbal answer.

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

Booked

Updated 9 Oct 26
Date2026-10-19
Time14:30
Typenegotiation
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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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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