Scheduling the demo

Email thread

Logistical thread: Lewis Kerr books a demo on Fewston's own data. Lisa Dewhirst accepts Tuesday at 14:00, insists IT attends, and is choosing one installer account to follow end to end.

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As at Fri 9 Oct 2026

Logistical thread: Lewis Kerr books a demo on Fewston's own data. Lisa Dewhirst accepts Tuesday at 14:00, insists IT attends, and is choosing one installer account to follow end to end.

Ask: Lewis wants an hour on the customer's own data, with the installer account and an IT colleague named in advance. Lisa agrees to Tuesday afternoon and sets her own test: one installer account followed from counter to credit.

Customer view: She will not proceed without IT hearing it first hand, so the technical review is part of the buying process. Lisa had not yet named the account when Lewis asked for it by Monday.

Next: Lewis needs the account name from Lisa, then sends the invitation with Theo Gallagher, the solutions engineer.

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

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Updated 9 Oct 26

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Messages3

First message2026-09-14

Last message2026-09-18

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Lewis Kerr 14 Sep 2026 08:14
to Lisa Dewhirst
Hello Lisa, I'd like to book the demo on your own data, as we discussed. Would Tuesday or Wednesday next week suit you? An hour is enough, and I'd suggest an afternoon so your counter teams have had their morning rush. It would help to have the installer account you want to follow end to end, and anyone from IT you'd like in the room. Kind regards, Lewis
Lisa Dewhirst 15 Sep 2026 13:38
to Lewis Kerr
Hi Lewis, Tuesday afternoon works. 14:00 would be good for me. I'll bring someone from IT. I'm not doing this without them, and I'd rather they hear it first hand. I'm picking an account now: a heating installer who rings the counter, then credit, then us. Show me that one account end to end and we'll know where we are. Thanks, Lisa
Lewis Kerr 18 Sep 2026 13:14
to Lisa Dewhirst
Hello Lisa, That's confirmed for Tuesday at 14:00. I'll send the invitation today. Our solutions engineer, Theo Gallagher, will join me so your IT colleague can ask the technical questions directly. Could you let me have the account name by Monday so we can prepare it properly? I'd rather not show you anything generic. Kind regards, Lewis

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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.

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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.

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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.

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