B-Glass
Tom Ashdown

Ashtonbury Housing / BG-Demo – Demo

Callscheduled

Ashtonbury Housing logo Ashtonbury Housing · 16 Oct 2026 15:30

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First demo for a Manchester housing association with an open new-business Starter deal at the CRM discovery stage for £28k. The price exists only in an email, and the economic buyer is not on the invite.

Context: The 29 Sep 2026 discovery call surfaced hand-built repair reporting across the helpdesk and CRM. It also surfaced a COO who wants KPIs at a glance. Tom Ashdown's 30 Sep 2026 email quoted £28k all in and four weeks.

Context: The records do not show the promised written proposal being sent, or any reply to the price.

Approach: Theo Gallagher should build the demo around repair reporting, showing completed against outstanding repairs and an at-a-glance KPI view. That replaces Kevin's spreadsheets and answers Steve's need directly.

Approach: Tom should then confirm Starter scope for about ten users and two sources, the four-week implementation, and the route to a written proposal.

Watch for: Kevin Duckworth is the only customer attendee. Steve Greenhalgh, the economic buyer, is not booked.

Watch for: Without Steve, any reaction to the demo needs carrying back to him. Probe whether the email figure has landed, and who else would use the brain.

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

Booked

Updated 9 Oct 26
Date2026-10-16
Time15:30
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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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.

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