B-Viz
Mossbrook Data Partners logo

Follow-up from our QBR call

Email thread

Mossbrook Data Partners logo Mossbrook Data Partners · cs

After the QBR call, Managing Partner Femi Adeyemi agreed the recap, asked for client-facing value examples, and wants renewal discussed once with Sophie Ling, with any partner arrangement changes put in the agreement.

What was said

What this says

As at Fri 9 Oct 2026

After the QBR call, Managing Partner Femi Adeyemi agreed the recap, asked for client-facing value examples, and wants renewal discussed once with Sophie Ling, with any partner arrangement changes put in the agreement.

Customer view: Femi was pleased with usage but his first question is what is in it for the client. He wants a plain one-page summary he can share with the other partners.

Ask: he prefers one renewal conversation with Sophie over a surprise, and wants any partner arrangement changes written into the agreement.

Next: Ciaran Doherty sends client schemas and Joanna Platt the likely referrals. Marcus writes the summary and asks Sophie to book a call.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2026-04-08
Last message2026-04-09

Messages

  1. Marcus Bell
    Marcus Bell 8 Apr 2026 13:16
    to Joanna Platt, Femi Adeyemi, Ciaran Doherty
    Hi all, Thanks for making time today. Happy to jump on another call if anything below needs more detail. Here's a short recap so we all have the same notes. What I showed from the usage numbers: - Active use is up on last quarter, which is good to see for a team of your size. - Mossbrook is well inside the 15 licensed users on Starter, so there's plenty of room if more of the delivery team want to start asking questions. - One support ticket in the last month, nothing urgent, and nothing outstanding on invoices. What we agreed: - Ciaran will send me the list of client schemas he'd like to look at next, so I can check them against your connectors. - Joanna will pull together which of the North West clients are likely to be referred over the next few months, so we can plan the implementation slots properly. - I'll write up a one-page summary of how the team is using B-Viz that Femi can reuse internally. On the contract: your current term runs to 28 Aug 2026. I'll leave the commercial side to Sophie, who will be in touch about the renewal in good time, but I wanted you to know it's on our radar and nothing is needed from you yet. Shall we book 30 minutes in a few weeks to see how those actions are going? Thanks, Marcus
  2. Femi Adeyemi
    Femi Adeyemi 9 Apr 2026 15:51
    to Marcus Bell
    Marcus, Thank you, that's a helpful recap and it matches my notes. I was pleased with the usage picture. What I'd like for the next review is a clearer view of how the team's use of B-Viz helps our clients directly. What's in it for the client is always my first question when we talk about the partnership, and a short example or two would help me answer it. Yes to the one-page summary. Please keep it plain enough that I can share it with the other partners without a walkthrough. On the renewal, understood. I'd rather talk it through once with Sophie than have it arrive as a surprise, so please ask her to get something in the diary after we've all had a chance to look at the usage again. If there is anything about the partner arrangement that needs to change alongside it, let's put it in the agreement rather than leave it implied. Joanna and Ciaran are copied so they can confirm their actions to you directly. A catch-up in a few weeks suits me. Femi

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