Order form for signature

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Sophie Ling sent an Enterprise order form worth £110k. Steven Holroyd called it a long way up from the £44k paid now and asked for ten minutes on savings so he can explain it to the board.

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As at Fri 9 Oct 2026

Sophie Ling sent an Enterprise order form worth £110k. Steven Holroyd called it a long way up from the £44k paid now and asked for ten minutes on savings so he can explain it to the board.

Ask: Sophie sent the order form for signature, aiming to close by 31 Mar 2026 before the term ends on 3 Apr 2026.

Customer view: Steven is content with the direction but is "not signing on autopilot". He needs a savings case for the board and will sign before the term ends if it stacks up.

Next: Sophie and Amara give Steven a short savings briefing the next day.

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

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Updated 9 Oct 26

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First message2026-03-27

Last message2026-03-30

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Sophie Ling 27 Mar 2026 15:35
to Steven Holroyd
Hi Steven, Following our conversations about the renewal, I've attached the order form for signature. It moves Thackwray Logistics to the Enterprise tier, with a total value of £110,000 for the deal. Your current term ends on 3 Apr 2026, and I'm aiming to have this closed by 31 Mar 2026 so there's no gap in service. If anything in it needs changing, let me know and I'll turn it round quickly. Amara will carry on as your CSM after signing. Kind regards, Sophie Ling Account Executive, BG-Demo
Steven Holroyd 30 Mar 2026 16:53
to Sophie Ling
Sophie, Thanks. I've read it. It's a long way up from the £44,000 we pay now, so I'm not signing on autopilot. I'm content with the direction, but I need to be able to explain it to the board. Can you and Amara give me ten minutes tomorrow on what it saves us compared with where we are? If that stacks up, I'll sign before the term ends. Steven Holroyd

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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.

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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.

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