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Email thread

Greyfriar Wealth's chief executive asked for a proposal with timing and cost, then said it looks good and asked for a demo in early November. Interest is positive, but the thread shows no commitment to buy.

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What was said

What this says

As at Fri 9 Oct 2026

Greyfriar Wealth's chief executive asked for a proposal with timing and cost, then said it looks good and asked for a demo in early November. Interest is positive, but the thread shows no commitment to buy.

Ask: Fiona Ibbotson asked Tom Ashdown for the proposal plus implementation timing and cost. Tom sent it on 6 Oct 2025 with a go-live of around eight weeks from start.

Customer view: Fiona said "This looks good" and proposed a demo for early November, coordinating with Nick Normanton. The thread does not show the proposal price or a decision.

Next: Tom needs to fix a demo date with Fiona and Nick. The thread does not show whether the demo was held.

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

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The thread

Updated 9 Oct 26

Typesales

Messages4

First message2025-10-01

Last message2025-10-07

Emailmade from

Messages

Tom Ashdown 1 Oct 2025 16:04
to Nick Normanton, Fiona Ibbotson
Hi Nick and Fiona, Thanks for the call. We think the brain could really help you get visibility across your client base. Let's set up a demo when you're ready, we can work around your schedules. Cheers, Tom
Fiona Ibbotson 1 Oct 2025 19:00
to Tom Ashdown
Tom, Nick and I are interested. Can you send us the proposal along with details on implementation timing and cost? Fiona
Tom Ashdown 6 Oct 2025 13:58
to Nick Normanton, Fiona Ibbotson
Hi both, I've attached the proposal. The timeline is straightforward, around eight weeks from start to go-live. Happy to discuss any detail. Cheers, Tom
Fiona Ibbotson 7 Oct 2025 13:50
to Tom Ashdown
Tom, This looks good. Let's schedule the demo for early November. I'll coordinate with Nick on availability. Fiona

Emailmade from

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

Open as a page

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.

Help