Setting up a call on the commercial terms

Email thread

Lewis Kerr asked CFO Graeme Charlton for a call on commercial terms and raised softer summer usage. Graeme confirmed fewer people are in the system and will commit to nothing new, but accepted a Friday call.

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As at Fri 9 Oct 2026

Lewis Kerr asked CFO Graeme Charlton for a call on commercial terms and raised softer summer usage. Graeme confirmed fewer people are in the system and will commit to nothing new, but accepted a Friday call.

Ask: Lewis wanted half an hour on the commercial terms and opened the usage dip before the renewal on 5 Jan 2026. He promised no new proposal.

Customer view: Graeme agrees usage is down because a couple of contract managers were moved onto other work. He will not commit to anything new while that is the picture.

Next: Lewis sends an invitation for Friday morning and tests whether the 40 licensed users still fit the remaining contract managers.

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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Messages3

First message2025-08-26

Last message2025-08-28

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Lewis Kerr 26 Aug 2025 16:14
to Graeme Charlton
Hello Graeme, I would like to find half an hour with you this week or early next to go through the commercial terms for Kingdon. Aisha has been helpful on the detail, but this is a decision for you and I do not want to assume anything on your behalf. I have also noticed usage on your side has softened over the summer, and I would rather we talked about that openly than have it surface at renewal on 5 Jan 2026. Would a call suit you? Kind regards, Lewis
Graeme Charlton 27 Aug 2025 09:12
to Lewis Kerr
Lewis, Thanks for being straight about it. Yes, I have seen the same. What has changed on our side is that a couple of the contract managers have been pulled onto other work, so fewer people are in the system than when we signed. I am not going to commit to anything new while that is the picture. I would still take the call: Friday morning is possible. Graeme
Lewis Kerr 28 Aug 2025 17:20
to Graeme Charlton
Graeme, Thank you, that is useful context. Friday morning is fine and I'll send an invitation this evening. I won't bring a new proposal. The aim is to understand who needs the brain, what you are paying for the 40 licensed users, and whether the current set-up is right for the contract managers who remain. If it is not, I would rather say so now. Kind regards, Lewis

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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

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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.

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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.

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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.

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