Moving the onboarding call

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Callie Brennan asked to move the onboarding call to the next day because something came up. Ffion Rees agreed and will send the category export that afternoon. Purely logistical.

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What this says

As at Fri 9 Oct 2026

Callie Brennan asked to move the onboarding call to the next day because something came up. Ffion Rees agreed and will send the category export that afternoon. Purely logistical.

Ask: Callie asked to shift the call to tomorrow at the same time, with Friday morning as fallback.

Customer view: Ffion accepted straight away and committed to sending the export in advance.

Next: the call goes ahead the following day with the mapping check and first refresh plan.

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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First message2024-08-07

Last message2024-08-07

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Messages

Callie Brennan 7 Aug 2024 11:00
to Ffion Rees
Hi Ffion, Quick one. Something has come up on my side and I need to move today's onboarding call. Could we shift it to tomorrow, same time? If that does not work, Friday morning is open. The agenda stays the same: the mapping check and the plan for the first refresh. If you can have the category export to hand, that maps cleanly into what I have already prepared. Thanks, Callie
Ffion Rees 7 Aug 2024 11:30
to Callie Brennan
Hi Callie, Tomorrow at the same time is fine. I will send the export over this afternoon so you have it in advance. Thanks, Ffion

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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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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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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
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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.

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