B-Glass
Harvey Doyle

Hallam Ferrier / BG-Demo – Negotiation

Callscheduled

Hallam Ferrier logo Hallam Ferrier · 15 Oct 2026 10:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First negotiation with Hallam Ferrier. Richard Staniforth wants the cost per partner on one page before he takes the 10 Sep 2026 Growth proposal (£50k a year, £62k total) to the partners. The target signature date is 13 Nov 2026.

Context: Nothing is signed. The 10 Sep 2026 proposal is an open item, and the CRM deal deal_090_01 sits at stage proposal. Richard will not sign before the partners agree, and no partners' meeting date is on record.

Approach: Harvey Doyle leads, with Owen Tallis setting the commercial position. Open with the one-page cost per partner, keeping the £50k annual subscription and the £62k total as separate figures. Then walk through the draft order form, which shows them as two lines.

Approach: Joanne Unwin, Practice Finance Manager, appears on no earlier recorded call. Expect questions from her on billing and terms.

Watch for: The access and audit separation points from the demo are still partly open. Neither Shabana Iqbal nor Neville Hirst is attending. The records do not show whether Theo Gallagher's written answers or the one-pager have been sent, so confirm this before the call. Richard doubts adoption beyond a few enthusiasts, so a small first group of partners needs a credible plan to widen use.

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

Booked

Updated 9 Oct 26
Date2026-10-15
Time10:15
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

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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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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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