Finding a time to talk about the renewal

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Daniel asked Terry Hinchcliffe for twenty minutes before the Starter term ends on 30 Jul 2024. Terry agreed to Tuesday morning but wants cost and value, and Donna's view rather than a presentation.

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As at Fri 9 Oct 2026

Daniel asked Terry Hinchcliffe for twenty minutes before the Starter term ends on 30 Jul 2024. Terry agreed to Tuesday morning but wants cost and value, and Donna's view rather than a presentation.

Ask: Daniel Okafor sought a short renewal conversation on 16 May 2024 and offered to bring Donna Wragg in. Terry accepted a Tuesday morning slot within a few hours.

Customer view: Terry is brisk and cost-led. He wants to know what B-Viz costs and what the company gets, and he will decide afterwards.

Next: Daniel needs a short value case for the Starter subscription, built on how the consultants use it, and Donna's input.

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

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Updated 9 Oct 26

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Messages2

First message2024-05-16

Last message2024-05-16

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Messages

Daniel Okafor 16 May 2024 15:22
to Terry Hinchcliffe
Hello Terry, Thank you for reading my note about the renewal. Just to close the loop, I'd like to find twenty minutes with you to go through what the team has been getting from B-Viz and answer any questions on cost before the Starter term ends on 30 Jul 2024. Would a morning early next week suit you? Tell me a day and I'll send an invite. Donna is welcome to join if you would like her view on how the consultants are using it. Best wishes, Daniel
Terry Hinchcliffe 16 May 2024 17:58
to Daniel Okafor
Daniel, Tuesday morning is fine. Keep it short. I want to know what it's costing us and what we get for it. Bring Donna's view, not a presentation. I'll think about it after. 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

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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.

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