Following up on discovery

Email thread

Lewis Kerr quoted £28k all-in for a Starter implementation after discovery. CFO Warren Petrie said the scope sounds right, asked for security documents and wants to see it on their own data before committing spend.

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What was said

What this says

As at Fri 9 Oct 2026

Lewis Kerr quoted £28k all-in for a Starter implementation after discovery. CFO Warren Petrie said the scope sounds right, asked for security documents and wants to see it on their own data before committing spend.

Ask: Warren wants security and data handling documentation, then a demo before any spend. Brooke Dawson is keen to proceed.

Customer view: scope accepted, commitment conditional on a demo with Coorabell's own data.

Risk: the £28k figure sits well above the £6,000 Starter implementation fee in the price book, and the thread does not explain it. This needs checking before a proposal.

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

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The thread

Updated 9 Oct 26

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Messages4

First message2026-02-25

Last message2026-03-02

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Messages

Lewis Kerr 25 Feb 2026 14:48
to Brooke Dawson, Warren Petrie
Brooke and Warren, Thanks for the discovery call this morning. I wanted to send over a rough sketch of what we could build for you: bringing customer accounts, delivery tickets and calls into one searchable layer. To put a number on it for a Starter implementation, we'd be looking at £28,000 all-in. When would be a good time to sit down with the full picture? Kind regards, Lewis
Warren Petrie 26 Feb 2026 13:30
to Lewis Kerr
Lewis, Thanks for that. The scope sounds right. I want to understand more about security and data handling before we commit. Can you send over your standard security documentation? Brooke's keen to move ahead, so we'll schedule a demo if you've got everything we need. Warren
Lewis Kerr 27 Feb 2026 10:20
to Brooke Dawson, Warren Petrie
Warren, I'll send that over today. For a Starter implementation, we run a standard security review, nothing bespoke needed at this stage. Let's get a demo in the diary. That'll show you exactly what we're building. Kind regards, Lewis
Warren Petrie 2 Mar 2026 16:21
to Lewis Kerr
Lewis, Docs received, thanks. Brooke will get a time in your calendar for next week. We'll want to see it working with our own data before we commit any spend. Warren

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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.

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.

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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.

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