Following up on our quarterly review

Email thread

Daniel recapped a review call: usage climbing, connectors tidy, headroom on 15 Starter users. Managing Director Terry Hinchcliffe replied that it sounded fine and asked BG-Demo to watch the cost at renewal.

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What was said

What this says

As at Fri 9 Oct 2026

Daniel recapped a review call: usage climbing, connectors tidy, headroom on 15 Starter users. Managing Director Terry Hinchcliffe replied that it sounded fine and asked BG-Demo to watch the cost at renewal.

Ask: Daniel closed the loop on the review call and said he would suggest a next check-in date after the new year. Donna was to ask consultants which client views they use most.

Customer view: Terry was brief and mildly positive about more people using it. His line about "what it's costing us at renewal time" is a price and value signal, not a complaint.

Next: Terry has not committed to anything and will think about cost nearer the renewal, so a value case with usage figures is needed.

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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Messages2

First message2023-12-12

Last message2023-12-13

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Messages

Daniel Okafor 12 Dec 2023 15:34
to Donna Wragg, Terry Hinchcliffe, Jodie Burkinshaw
Hello all, Thank you for your time on the review call. It was good to have Donna, Terry and Jodie together, and I know it's a busy time of year. Just to close the loop on what we covered: - Usage has been climbing since the autumn, with more of the consultants now asking questions in B-Viz rather than checking each system by hand. - Jodie is keeping the connectors tidy, and nothing needs fixing on our side at the moment. - You are on the Starter tier with fifteen licensed users, and there is headroom for more of the team to join if you want that. - Donna is going to ask the consultants which client views they use most, so we can focus there. I'll come back to you after the new year with a suggested date for the next check-in. If I've missed anything, do tell me. Best wishes, Daniel
Terry Hinchcliffe 13 Dec 2023 17:57
to Daniel Okafor
Daniel, Thanks. Sounds fine. Good that more people are using it. Keep an eye on what it's costing us at renewal time, I'll think about it nearer the day. Terry

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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