Booking a renewal call

Email thread

Marcus Bell asked Femi Adeyemi for a 30-minute renewal call after the renewal notice. Femi chose Thursday before eleven and asked for a short summary in terms he can repeat to the partners. Logistical, with a value question attached.

made from

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Femi Adeyemi for a 30-minute renewal call after the renewal notice. Femi chose Thursday before eleven and asked for a short summary in terms he can repeat to the partners. Logistical, with a value question attached.

Ask: Marcus wants to show who is using Starter, what they ask and which sources feed it. Femi agreed to Thursday morning and will bring Joanna.

Customer view: Femi wants to know how both sides know it is working, in terms he can repeat to the partners. That is a request for a value case, not a complaint.

Next: Marcus sends the invite and a short pre-read summary of value.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2026-06-05

Last message2026-06-05

Emailmade from

Messages

Marcus Bell 5 Jun 2026 11:17
to Femi Adeyemi
Hi Femi, Following the renewal notice last week, I'd like to book a call so we can go through where Starter has got to before the paperwork lands. I've pulled the numbers and there are a few things I think are worth showing you on screen: who is using it, what they're asking, and which sources are feeding it. Would 30 minutes next week suit? I'm free on Tuesday or Thursday, mornings are best for me. If Joanna would like to join, please bring her along, as she knows the day-to-day better than most. Let me know what works and I'll send an invite. Thanks, Marcus
Femi Adeyemi 5 Jun 2026 13:08
to Marcus Bell
Marcus, Thursday morning works better for me. Tuesday is full of client reviews. Anything before eleven is fine. I will ask Joanna to join. She will want to talk about how the consultants are using it, and I would like to hear from you how we both know it is working, in terms I can repeat to the partners. A short summary beforehand would help if you have time, but do not go to any trouble. Send the invite when you are ready. Femi

Emailmade from

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