Skip to content

Menlo Quay Medical / BG-Demo – Renewal

Callscheduled

Menlo Quay Medical · 19 Oct 2026 12:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

First renewal call with the CFO, Financial Controller and champion, 81 days before the Growth term ends. Declan Hession queried a £125k CRM renewal figure against the £50k he pays, and key account managers have lost trust in some answers.

Context: The executed Growth order form is £50k a year to 28 Dec 2026, and both invoices were paid within terms. The open CRM renewal deal shows £125k, which Declan read as the renewal price. A second renewal call with Declan alone is booked for 22 Oct 2026.

Approach: Matteo Ricci opens by explaining the £125k as a CRM figure, not a quote, and leads with Growth at £50k. Elena Novak then walks through usage and a plan for the key account managers. Keep annual cost separate from implementation, as Declan and Eoin Burke want it on paper.

Watch for: Orla Mannion warned on the 3 Sep 2026 call that her director will question the fee if usage stays low. The evidence does not show who that director is, or whether the written options owed by 15 Oct 2026 were sent.

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

Booked

Updated 9 Oct 26

Date2026-10-19

Time12:15

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.