Scheduling a check-in

Email thread

Marcus Bell asked to book a pre-Christmas check-in. Holly Garside chose Thursday morning by video and asked what the usage says overall before anything else is discussed.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked to book a pre-Christmas check-in. Holly Garside chose Thursday morning by video and asked what the usage says overall before anything else is discussed.

Ask: Marcus offered three slots and said he had pulled the account numbers. Holly picked Thursday morning on video.

Customer view: Holly wants the renewals view, then team usage. Her wish to know the usage position before anything else suggests she wants evidence of value.

Next: Marcus joins the Thursday morning video call with a clear usage picture.

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 message2024-12-16

Last message2024-12-18

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Messages

Marcus Bell 16 Dec 2024 11:11
to Holly Garside
Hi Holly, Hope the week has started well. I'd like to get a check-in in the diary before the Christmas break, just to see how the team is getting on with B-Viz and whether anything is getting in your way. I've pulled the numbers for your account, so I can share my screen and talk you through them. Shall we book thirty minutes? I can do: - Wednesday afternoon - Thursday morning - Friday, any time Happy to jump on a call whichever suits you best. If it is easier to make it a video call, that's fine too. Thanks, Marcus
Holly Garside 18 Dec 2024 09:09
to Marcus Bell
Hi Marcus, Sorry for the slow reply, it has been a busy few days. Thursday morning works for me. Video is fine. I'd like to start with the renewals view, then look at how the usage looks across the team. What does the usage say overall? I'd like to know before we talk about anything else. Thanks, Holly

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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.

Help