Planning the proposal: when can we talk?

Email thread

Matteo Ricci asked Mette Kjærgaard for a 30-minute call on priorities, timeline and budget before writing the proposal. Mette agreed and offered 16:00 CET the next day, bringing IT and operations colleagues.

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What was said

What this says

As at Fri 9 Oct 2026

Matteo Ricci asked Mette Kjærgaard for a 30-minute call on priorities, timeline and budget before writing the proposal. Mette agreed and offered 16:00 CET the next day, bringing IT and operations colleagues.

Ask: Matteo wanted to understand which data sources go live first, the timeline and the budget range.

Customer view: Mette said yes straight away and offered to bring IT and operations people. She has not yet given priorities or budget in the thread.

Next: A call was offered for 16:00 CET the day after her 13 Apr 2026 reply. The thread does not show it being held.

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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Messages2

First message2026-04-08

Last message2026-04-13

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Messages

Matteo Ricci 8 Apr 2026 16:03
to Mette Kjærgaard
Hi Mette, Before I write up the proposal, I need to understand your priorities better: which data sources go live first, what your timeline looks like, and what budget range you are working with. Could you find 30 minutes next week for a call? Best regards, Matteo
Mette Kjærgaard 13 Apr 2026 17:39
to Matteo Ricci
Hi Matteo, Yes. How about tomorrow at 16:00 CET? I can bring our IT and operations people too if that helps. Mette

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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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