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Priya Raman sent a Starter tier proposal at £24k for implementation and year one. CFO Clive Wardle is keen to proceed but wants to review commercial terms with finance and asked for a call.

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As at Fri 9 Oct 2026

Priya Raman sent a Starter tier proposal at £24k for implementation and year one. CFO Clive Wardle is keen to proceed but wants to review commercial terms with finance and asked for a call.

Ask: Clive asked for a call early the following week to walk through the commercial details.

Customer view: keen to move forward, but the terms need finance team review before commitment.

Next: Priya left timing to Clive, so the call is not yet fixed. The proposal is an open item, not a signed order.

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

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The thread

Updated 9 Oct 26

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First message2024-01-24

Last message2024-01-30

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Priya Raman 24 Jan 2024 16:24
to Anita Mistry, Clive Wardle
Anita, Clive, Following our discovery call, I'm pleased to share a proposal for the Starter tier. The total for implementation and year one is £23,550. Please have a look and let me know if you have any questions. Best, Priya
Clive Wardle 29 Jan 2024 16:46
to Priya Raman
Priya, Thanks for this. We're keen to move forward but need to review the commercial terms with our finance team. Can we schedule a call early next week to walk through the details? Clive
Priya Raman 30 Jan 2024 10:58
to Anita Mistry, Clive Wardle
Clive, Absolutely - to keep momentum, let's aim for early next week. I'm flexible on times, so just let me know what suits. Best, Priya

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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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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.
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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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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.

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