Booking our next check-in

Email thread

Marcus Bell asks Rebecca Ainsworth for a half-hour check-in. She agrees to Thursday at 10:00 with Tariq, and shares praise: a relationship manager no longer made a member tell the story twice.

made from

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asks Rebecca Ainsworth for a half-hour check-in. She agrees to Thursday at 10:00 with Tariq, and shares praise: a relationship manager no longer made a member tell the story twice.

Ask: Marcus proposed a check-in on usage since the QBR, overnight loads and which teams to bring in next.

Customer view: Rebecca said a relationship manager walked into a school renewal meeting knowing its whole history. She said that is exactly why they bought it.

Next: Marcus sends the invite to Rebecca and Tariq for Thursday. Rebecca will come with a view on the next team.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2024-07-05

Last message2024-07-05

Emailmade from

Messages

Marcus Bell 5 Jul 2024 15:12
to Rebecca Ainsworth
Hi Rebecca, Hope your week has been a good one. I wanted to get our next check-in in the diary before the summer gets busy. Shall we book half an hour sometime next week? I'll share my screen and walk through: - how usage has moved since the QBR - anything Tariq has flagged on the overnight loads - which teams you'd like to bring in next Tuesday or Thursday morning would suit me, but I'm flexible. If you'd rather have Tariq on the call too, just say and I'll send the invite to him as well. Thanks, Marcus
Rebecca Ainsworth 5 Jul 2024 16:23
to Marcus Bell
Hi Marcus, Thanks for this. It has been a busy week, but a good one: one of our relationship managers walked into a renewal meeting with a school knowing its whole history, and she said it was the first time she hadn't had to ask the member to tell us twice. That is exactly why we bought it. Thursday morning works best for me. Could we say 10:00? I'd like Tariq on the call, so please send the invite to him as well. Is that the whole picture on your agenda, or is there anything else you'd like to raise? I'll have a think about which team we bring in next and come with a view. Kind regards, Rebecca

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