Proposal walkthrough: finding a time

Email thread

Logistical thread: Lewis Kerr asks for a 30-minute proposal walkthrough with Bethany Cole and James. Bethany agrees in principle and pencils in Thursday. Lewis's last message has no customer reply to it.

made from

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Lewis Kerr asks for a 30-minute proposal walkthrough with Bethany Cole and James. Bethany agrees in principle and pencils in Thursday. Lewis's last message has no customer reply to it.

Ask: Lewis wants a half-hour walkthrough of the proposal, with James present.

Customer view: Bethany says she would rather have James there than send him a summary afterwards. She says she will check his diary and pencils in Thursday.

Next: Bethany has not confirmed a time in the thread. Lewis needs a confirmed slot with both of them.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages3

First message2026-01-20

Last message2026-01-22

Emailmade from

Messages

Lewis Kerr 20 Jan 2026 08:07
to Bethany Cole
Hi Bethany, I'd like to walk you through the proposal properly rather than leave it as an attachment. It should take about half an hour, and I would like James to be there if he can, as I know you would not want to move without him. Could you let me know a couple of times later this week or early next week that would suit you both? I'll fit around you. Kind regards, Lewis
Bethany Cole 20 Jan 2026 09:57
to Lewis Kerr
Hi Lewis, Thanks, yes, that makes sense. James is travelling for the next couple of days, so Thursday afternoon is realistic, or failing that the start of next week. I'd rather have him there than send him a summary afterwards. Let me check his diary and come back to you, but pencil in Thursday for now. Best, Bethany
Lewis Kerr 22 Jan 2026 13:56
to Bethany Cole
Hi Bethany, To put a number on it, I'd like to hold 30 minutes with you and James. Since I have not had your confirmation, I have kept this afternoon free in case it still works, and otherwise I can do early next week. The proposal will be quoted with the VAT position set out, and co-termed to your start date, so there should be no surprises when we go through it. Could you let me know which you would prefer? Kind regards, Lewis

Emailmade from

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

Help & Support

Open as a page

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.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

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

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help