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Rookhaven Asset Management / BG-Demo – Negotiation

Callscheduled

Rookhaven Asset Management · 21 Oct 2026 09:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

This is the first booked call with Julian Ferrers, the COO and approver, since discovery, and the first with procurement. The CRM deal is £155k including implementation. The written price split and the open security items decide whether it reaches an order form.

Context: Rookhaven Asset Management is a prospect with no order form, no invoices and no usage. The 14 Sep 2026 proposal quotes £125k a year for Enterprise inside a £155k total that includes the one-off implementation fee.

Approach: Open with the written split of subscription and implementation, because Julian Ferrers asked for a breakdown on 9 Jun 2026. Then give Charlotte Ainsley the open security items with owners and dates.

Watch for: Eleanor Whitlock, the champion, is not on the invite, and she has said she cannot speak for Julian on the figure. Any discount applies to the first term only, so agree the position with Owen Tallis beforehand.

Refresh basis: the final proposal says 07:00 UK time, while earlier documents say customer local time. Settle which basis the order form will use.

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

Booked

Updated 9 Oct 26

Date2026-10-21

Time09:15

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

Help & Support

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.