Follow-up from our review call

Email thread

Marcus Bell sent notes after the review call: usage is up, support has been light, and Sophie Ling will contact Femi Adeyemi about the renewal before the 28 Aug 2026 contract end. No customer reply is in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell sent notes after the review call: usage is up, support has been light, and Sophie Ling will contact Femi Adeyemi about the renewal before the 28 Aug 2026 contract end. No customer reply is in the thread.

Ask: Marcus set out actions for all three parties, including a day-one checklist and a shareable usage report. He asked Femi to tell Sophie about any changes wanted, particularly around the referral arrangement.

Customer view: there is no customer response in the thread.

Next: Sophie contacts Femi on the renewal. The current term started on 29 Aug 2025.

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 message2026-07-01

Last message2026-07-01

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Messages

Marcus Bell 1 Jul 2026 10:54
to Joanna Platt, Femi Adeyemi
Hi Joanna, hi Femi, Thanks again for making time for the review. Here's a short summary so we all have the same notes, and I've copied Sophie in for the commercial points. What we covered: - Usage is up on last quarter, with more of your consultants now asking questions in B-Viz. You have 25 licensed users on Starter, so there is room to grow before the soft limit becomes a conversation. - Support has been light. The recent connector query was resolved and Ciaran has added a note to his runbook for the next role rotation. - Joanna's day-one list for new clients is a good one. I'd like to turn it into a short checklist we can both keep. Next steps: - Marcus: send the day-one checklist draft and a usage report you can share with your own team, by the end of next week. - Sophie: get in touch with Femi about the renewal ahead of the contract end on 28 Aug 2026. Your current term started on 29 Aug 2025. Femi, please tell Sophie if you'd like anything in the agreement looked at, particularly around the referral arrangement. - Joanna: let me know which of your clients are coming onto B-Viz next, so we can plan the set-up together. If I've missed or misremembered anything, just reply and I'll correct it. Happy to jump on another call if that's easier. 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

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