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Inchcolm Drinks / BG-Demo – Proposal

Callscheduled

Inchcolm Drinks · 15 Oct 2026 10:45

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

This is the first priced conversation with Inchcolm Drinks. The open Growth deal sits at CRM stage demo, and the 7 Sep 2026 discovery call left the subscription price and fixed fee unstated. Gregor Tulloch, the Finance Director, needs those numbers for budget.

Context: Inchcolm Drinks is a prospect with no contract, invoices or usage. Isla Moncrieff and Gregor Tulloch agreed to move forward on 7 Sep 2026 after describing manual work across Zendesk, Salesforce and Xero.

Approach: Bring a Growth proposal that states the v2 list price of £50k and the £12k implementation fee. Agree any first-term discount with Owen Tallis beforehand, and tie the proposal to the reconciliation pain both leads described.

The CRM deal amount of £62k is a CRM claim, not a quoted price. Check it against what the proposal actually offers before the call.

Watch for: Gregor is not on the attendee list, so the numbers may have to reach him second-hand. Isla is the only customer attendee. Ellen Cairns, Procurement Lead, has no recorded activity, and the record does not show who signs the order form.

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

Booked

Updated 9 Oct 26

Date2026-10-15

Time10:45

Typeproposal

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.