Notes from our check-in

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Marcus Bell's notes record rising usage, 80 licensed users on Growth, colleagues wanting access and routine tickets. He will send a guide and usage breakdown and hand commercial talks to Tom. No customer reply in the thread.

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As at Fri 9 Oct 2026

Marcus Bell's notes record rising usage, 80 licensed users on Growth, colleagues wanting access and routine tickets. He will send a guide and usage breakdown and hand commercial talks to Tom. No customer reply in the thread.

Ask: Marcus set out his notes and invited corrections. Rebecca has not replied in this thread.

Customer view, as Marcus records it: keen on easier access to a member's earlier calls before renewal meetings, and on wider access, which needs Malcolm.

Next: guide, usage breakdown, and Tom to be told. Marcus notes the contract runs to 16 Jan 2026.

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

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Updated 9 Oct 26

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First message2024-11-29

Last message2024-11-29

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Marcus Bell 29 Nov 2024 17:37
to Rebecca Ainsworth
Hi Rebecca, Thanks for your time on the call. Here are my notes, so we're both working from the same page. Do shout if I've got anything wrong. What we covered: - Usage is up on last quarter across member services, underwriting and claims, and member services is still the heaviest user. - You have 80 licensed users on Growth and you're hearing from colleagues who would like access. I'll put together the numbers by team so you can take them to Malcolm. - The recent tickets were routine, mostly how-to questions. None were urgent and nothing is outstanding on our side. - You'd like relationship managers to find a member's earlier calls more easily before renewal meetings. What I'll do: - Send a short guide on finding a member's calls and claims in one place. - Share the usage breakdown by team. - Let Tom know you're keen to talk about wider access, so he can speak to you and Malcolm when you're ready. I'll leave the commercial side to him. The contract runs to 16 Jan 2026, so there's plenty of time, and I'll keep checking in regularly between now and then. Happy to jump on a call if anything else comes up. Thanks, Marcus

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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.
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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
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.

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