Booking your quarterly review

Email thread

Amara Obi asked Leanne Partington to book a quarterly review under the Growth tier. Leanne agreed, closed a small ticket, and offered Wednesday or Thursday morning, hoping Chris and someone from credit can join.

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What was said

What this says

As at Fri 9 Oct 2026

Amara Obi asked Leanne Partington to book a quarterly review under the Growth tier. Leanne agreed, closed a small ticket, and offered Wednesday or Thursday morning, hoping Chris and someone from credit can join.

Ask: Amara noted rising usage within the 40 licensed users and wants to discuss which other teams should have access.

Customer view: Leanne was cooperative and brief. Her only concern about the ticket was what the customer saw, and she could not promise both Chris and credit would attend.

Next: Amara holds Wednesday morning, checks the ticket is closed beforehand, and shares the usage summary if attendees are missing.

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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Messages3

First message2026-07-20

Last message2026-07-21

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Messages

Amara Obi 20 Jul 2026 10:28
to Leanne Partington
Hi Leanne, Let's get the next QBR in the diary. Growth includes a quarterly review, and this is a good moment for one: usage has kept climbing, and we're comfortably inside your 40 licensed users. Here's what the numbers say so far: more people are asking more questions, and one ticket came in this month. I'd like to go through it with you, then talk about where else B-Viz could help, such as which other teams at Astley Brook should have access. Could you suggest a couple of times in the next fortnight? An hour should do it, and I'd like your key accounts and credit leads to join if they can. Best, Amara
Leanne Partington 21 Jul 2026 16:49
to Amara Obi
Hi Amara, Yes, happy to. The ticket was a small one, let's close it today. What did the customer see? That was the only thing I wanted to know. Next Wednesday or Thursday morning would suit. I'll ask Chris and someone from credit to come along. Can't promise both. Thanks, Leanne
Amara Obi 21 Jul 2026 18:03
to Leanne Partington
Hi Leanne, Thanks for the quick reply. I'll hold Wednesday morning and send an invite shortly. If Chris or credit can't make it, no problem, I'll share the usage summary afterwards. I'll check the ticket tomorrow and confirm it's closed before we meet. Best, Amara

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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

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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.

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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.

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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.

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