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Hollins Tarrant / BG-Demo – Renewal

Callscheduled

Hollins Tarrant · 19 Oct 2026 09:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

Renewal call 87 days before the Starter renewal on 4 Jan 2027 at £22k. Rob Ellery, the economic buyer, says the team stopped using B-Viz after the Salesforce move, and active users fell from 7 in May 2026 to 3 in Sep 2026.

Context: Hollins Tarrant pays £20k a year contracted on Starter, and all four invoices were paid within terms. This is a value risk, not a money risk: Rob Ellery cannot see what the subscription does for the business.

Approach: Marcus Bell leads on value and Tom Ashdown on terms. Open with the connector position after the Salesforce move. Show current data only if the pending authentication ticket has been cleared; the records do not show that it has.

Terms: hold the £22k renewal discussion until the value case has landed. The next steps name Sofia Marchetti as senior lead on the save, but she is not on the attendee list.

Watch for: Jenna Price is stretched and has parked sessions repeatedly. Ryan Tait asked 37% of questions over 90 days and is not on the call, so ask who still relies on B-Viz.

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

Booked

Updated 9 Oct 26

Date2026-10-19

Time09:15

Typerenewal

Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.