B-Viz
Strensall Merchants logo

Arranging our next QBR

Email thread

Strensall Merchants logo Strensall Merchants · cs

Daniel Okafor is fixing a QBR with Neil Craven. Neil says branches are asking for more access than he can keep up with, wants Lewis there for the contract end on 27 Feb 2026, and says price goes through Fiona.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor is fixing a QBR with Neil Craven. Neil says branches are asking for more access than he can keep up with, wants Lewis there for the contract end on 27 Feb 2026, and says price goes through Fiona.

Customer view: Neil says the team is finding B-Viz good and more branches are asking for access than he can keep up with. He asked to move the review to the week after next or early in the New Year.

Ask: Neil wants Lewis present for the contract part and Fiona in the diary for any talk of price. Daniel will come back by Friday with two or three mid-week options.

The evidence does not show the outcome of the contract end on 27 Feb 2026.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-11-24
Last message2025-12-01

Messages

  1. Daniel Okafor
    Daniel Okafor 24 Nov 2025 13:11
    to Neil Craven
    Hello Neil, I hope the week has started well. I wanted to get our next quarterly review in the diary before December fills up for everyone. As before, I'd suggest an hour with you and anyone from branch operations, trade credit and key accounts you'd like in the room. I'll bring the usage picture for the group, including how the 160 licensed users are spread across teams, and a few notes on where other teams could get more from B-Viz. I'd also like to hear what's on your list for the coming months. We will also touch briefly on the contract end on 27 Feb 2026, so nobody is surprised nearer the time. Lewis is happy to join for that part if you'd like. Would the week after next work, or is that too close to the busy period for the branches? How is the team finding it at the moment, by the way? I'd like to hear that before we meet. Best wishes, Daniel
  2. Neil Craven
    Neil Craven 26 Nov 2025 14:00
    to Daniel Okafor
    Daniel, Sorry for the slow reply, it's been a week of phones going. Team's finding it good, more branches asking for access than I can keep up with, which is a nice problem. Week after next is tight for me. Could we do the week after that, or early in the New Year if not? Mid-week is best. I'd want Lewis there for the contract part, but any talk of price goes through Fiona, so we'll need her in the diary too. Let's sort it, not talk about it. Cheers, Neil
  3. Daniel Okafor
    Daniel Okafor 1 Dec 2025 09:21
    to Neil Craven
    Hello Neil, No need to apologise, and it's good to hear the demand from the branches is so strong. That tells me a lot already. Understood on timing and on Fiona. I'll check with Lewis and come back to you by Friday with two or three mid-week options in the week after next and the one following, and you can pick whichever suits you and Fiona. If nothing fits before Christmas, we'll set it for early in the New Year and keep the agenda light. In the meantime, if there are particular branches or accounts you'd like me to look at before we meet, just let me know and I'll include them. Best wishes, Daniel

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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only