Kickoff scheduling

Email thread

Becky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.

made from

What was said

What this says

As at Fri 9 Oct 2026

Becky Lawton, Head of Account Management, agreed a January kickoff on a Wednesday morning and asked to see data by client from the first refresh, needed before the next client review.

Ask: Callie Brennan proposed a kickoff in the first week back in January and asked for CRM and helpdesk access and a named admin.

Customer view: Becky was enthusiastic and wants her team in the room. She asked whether the brain can show data by client from the first refresh, as her team needs it before the next client review.

Next: access depends on IT after the break, so the first refresh is a dependency.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2024-12-24

Last message2024-12-24

Emailmade from

Messages

Callie Brennan 24 Dec 2024 12:58
to Becky Lawton
Hi Becky, Happy Christmas, and thanks for your time on the call. I would like to get the kickoff into the diary before everyone disappears for the break. My suggestion is the first week back in January, Tuesday or Wednesday morning, whichever suits your team. It will take about an hour and the plan is simple: who needs access, which sources we connect first, and when your team sees its first refresh. What I need from your side is written access for the CRM and the helpdesk, and a named admin on your side, before we switch on the refresh. Thanks, Callie
Becky Lawton 24 Dec 2024 13:45
to Callie Brennan
Hi Callie, Love that, thank you. Wednesday morning works better for me, my team will be back and I want them in the room. I will get the access sorted with IT once we are back. Can we see it by client from the first refresh? My team needs this before the next client review. Have a lovely Christmas. Becky x

Emailmade from

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

Open as a page

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.

Help