B-Viz
Grisedale Search & Selection logo

Booking a check-in

Email thread

Grisedale Search & Selection logo Grisedale Search & Selection · cs

Marcus Bell asked Lauren Pilkington to book a check-in before the contract end on 30 Apr 2026. Lauren agreed to Thursday afternoon and raised a request to see complaints next to open roles on one page.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Lauren Pilkington to book a check-in before the contract end on 30 Apr 2026. Lauren agreed to Thursday afternoon and raised a request to see complaints next to open roles on one page.

Ask: Marcus wants half an hour to review how consultants are getting on and what Grisedale wants from the brain over the coming year. He suggested Nadia join, as she knows the admin side best.

Customer view: Lauren is engaged and has consultant requests ready, including complaints beside open roles on the same page.

Next: Lauren is to confirm Thursday with Nadia first thing the next day.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-03-19
Last message2026-03-19

Messages

  1. Marcus Bell
    Marcus Bell 19 Mar 2026 16:26
    to Lauren Pilkington
    Hi Lauren, Thanks for the chat earlier. I'd like to get a check-in in the diary before the contract end on 30 Apr 2026, so we can look at how the consultants are getting on and what you'd like from the brain over the coming year. Shall we book half an hour next week? I can do Tuesday or Thursday afternoon. Bring Nadia along if she's free, as she knows the admin side best. Thanks, Marcus
  2. Lauren Pilkington
    Lauren Pilkington 19 Mar 2026 18:58
    to Marcus Bell
    Hi Marcus, Thursday afternoon works for me. I'll check with Nadia and let you know first thing tomorrow. I've also got a couple of requests from the consultants, so that'll be a good time to run them past you. Can the consultants see complaints next to open roles on the same page? Would be great to ask. Ta, Lauren

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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only