Setting up a discovery call

Email thread

Lewis Kerr proposed a discovery call on 14 Aug 2026 about Growth. Lisa Dewhirst replied on 18 Aug 2026 with availability, but said she cannot commit budget and wants to see one installer account end to end.

made from

What was said

What this says

As at Fri 9 Oct 2026

Lewis Kerr proposed a discovery call on 14 Aug 2026 about Growth. Lisa Dewhirst replied on 18 Aug 2026 with availability, but said she cannot commit budget and wants to see one installer account end to end.

Ask: Lewis wants a forty-five minute call with Lisa, someone from credit and someone from IT, to see installer accounts in one view across trade-counter, key-account and credit teams.

Customer view: Lisa is willing but cautious. She offered Thursday or Friday, apologised for the slow reply, and said budget needs to go to Michael once something useful has been shown.

Next: Lisa is to confirm attendees from credit and IT. Lewis should plan a demo on one installer account.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2026-08-14

Last message2026-08-18

Emailmade from

Messages

Lewis Kerr 14 Aug 2026 17:14
to Lisa Dewhirst
Hi Lisa, Thank you for your time earlier. To confirm what we discussed: you are looking at how your trade-counter, key-account and credit teams can see each installer account in one view, and you'd like to understand whether Growth would fit. The next step is a discovery call with the right people from your side. I'd suggest you, someone from credit and someone from IT, as I understand IT will want to review anything that touches your data. Forty-five minutes should do it. Could you let me know which days next week work? I'll send an invite as soon as I hear back. Kind regards, Lewis
Lisa Dewhirst 18 Aug 2026 11:36
to Lewis Kerr
Hi Lewis, Sorry for the slow reply, it has been a busy week at the counters. Thursday or Friday would suit me. I'll check with our credit team and a colleague in IT and come back to you today with who can make it. One thing so you know: I can't commit any budget at this stage. I'll need to take it to Michael once we have seen something useful. But I'd like to see one installer account end to end, if you can show that. Thanks, Lisa

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