Booking your quarterly review

Email thread

Marcus Bell asked Rebecca Ainsworth to book a quarterly review and previewed the agenda. This is mainly scheduling. There is no customer response in the thread.

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As at Fri 9 Oct 2026

Marcus Bell asked Rebecca Ainsworth to book a quarterly review and previewed the agenda. This is mainly scheduling. There is no customer response in the thread.

Ask: Marcus proposed 30 minutes to cover usage across member services, underwriting and claims, and the one recent ticket. He also asked what the relationship managers want from the product.

Customer view: there is no customer response in the thread, so Rebecca's view is not shown.

Next: Marcus is waiting for a slot and would like a relationship manager to join.

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 message2025-12-01

Last message2025-12-01

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Marcus Bell 1 Dec 2025 09:48
to Rebecca Ainsworth
Hi Rebecca, Hope the week has started well. I'd like to get your next quarterly review in the diary, and I wanted to check what would suit you before sending an invite. I've pulled the numbers ahead of time and there's a good story in them. Here's what I'd like to cover: - how member services, underwriting and claims are using B-Viz, and who is asking the most questions - active use, which is up on last quarter, against the 80 licensed users you have - the one ticket you raised recently and how it was resolved - what you'd like from the product over the coming months, especially anything the relationship managers have asked for before member renewals It would be useful to have someone from your relationship manager group join if they can spare the time, as they'll have the best examples of what members see. Shall we book 30 minutes later this week or early next week? Happy to work around your calendar and to jump on a call sooner if you'd rather talk it through first. 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.

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.

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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.

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