Order form for signature: Pellegrin Hart Benefits

Email thread

Jordan sent Gary Pellegrin the Growth order form at a total of £62k including implementation, with 12 May 2026 as expected close. Gary confirmed the total matches and will review with Allison before Tuesday.

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What was said

What this says

As at Fri 9 Oct 2026

Jordan sent Gary Pellegrin the Growth order form at a total of £62k including implementation, with 12 May 2026 as expected close. Gary confirmed the total matches and will review with Allison before Tuesday.

Ask: Jordan asked for signature by 12 May 2026 so kickoff planning can start with Allison's team.

Customer view: Gary said the £62k total matches what was discussed. He has not signed, and will review with Allison first.

Next: Gary to reply before Tuesday.

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 message2026-05-08

Last message2026-05-08

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Messages

Jordan Pike 8 May 2026 13:17
to Gary Pellegrin
Hi Gary, Here's where we are. The order form for Growth is attached and ready for your signature. The total deal value is £62,000, which includes the one-off implementation fee. To be transparent, we are holding 12 May 2026 as the expected close date, so if you can sign by then we can start planning the kickoff with Allison's team straight away. What would make this a yes? If there is anything in the order form you want changed, tell me and I will turn it around quickly. Thanks, Jordan
Gary Pellegrin 8 May 2026 13:51
to Jordan Pike
Jordan, Received. The £62,000 total matches what we discussed. I will review it with Allison and come back to you before Tuesday. Gary Pellegrin

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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.

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.

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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.

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