Finding time for a check-in

Email thread

Marcus Bell asks Rebecca Ainsworth for a relaxed half-hour check-in on B-Viz use, connectors and recent friction. This is logistical outreach, and the thread holds no customer response.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asks Rebecca Ainsworth for a relaxed half-hour check-in on B-Viz use, connectors and recent friction. This is logistical outreach, and the thread holds no customer response.

Ask: Marcus proposes a half-hour call or video meeting and lists topics: day-to-day use, live connectors, recent slowness, and how three teams are getting on under the Growth subscription.

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

Next: Marcus is free most of the following week, mornings preferred, and waits for her reply.

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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Messages1

First message2026-05-27

Last message2026-05-27

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Messages

Marcus Bell 27 May 2026 09:08
to Rebecca Ainsworth
Hi Rebecca, Hope the week is treating you well. I'd like to get a check-in in the diary with you, a relaxed one rather than anything formal, to see how B-Viz is working for member services at the moment and whether there is anything we could be doing better for your team. I've pulled the numbers for your account ahead of time, so I can share my screen and walk you through them. Here is what I'd like to cover: - how your teams are using B-Viz day to day, and who is asking the questions - the connectors you have live and whether anything needs tidying up - anything from the last few weeks that has been awkward or slower than it should be - how the member services, underwriting and claims teams are getting on, given your Growth subscription covers 80 licensed users If there is something you would like on the list that I haven't thought of, just say and I'll add it. Shall we book half an hour? I'm free most of next week, mornings are easiest for me, but I'm happy to fit around you. Happy to jump on a call or a video meeting, whichever suits you better. Thanks, Marcus Marcus Bell Customer Success Manager, BG-Demo

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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

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