Booking your next QBR

Email thread

Marcus Bell asked to book the next QBR before the Growth contract ends on 6 May 2025. Holly Garside agreed, wants usage per provider, and asked for Vincent and Oliver to join because Vincent wants the usage case before renewal talks.

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What this says

As at Fri 9 Oct 2026

Marcus Bell asked to book the next QBR before the Growth contract ends on 6 May 2025. Holly Garside agreed, wants usage per provider, and asked for Vincent and Oliver to join because Vincent wants the usage case before renewal talks.

Ask: Marcus proposed a thirty-minute QBR covering usage against the 40 licensed users and any changes before the contract end. Holly accepted within minutes and asked for usage shown per provider, which her team finds most useful.

Customer view: Holly is engaged and positive, but she signals that Vincent, the Chief Financial Officer, will judge the renewal on the usage case. The renewal is not yet a settled conversation.

Next: Book the QBR for Thursday or Friday of the following week and include Vincent Ackerley and Oliver Rushworth. Prepare the per-provider usage view.

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 message2025-03-17

Last message2025-03-17

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Messages

Marcus Bell 17 Mar 2025 08:11
to Holly Garside
Hi Holly, Hope the week has started well. Following on from our last call, I'd like to get the next QBR in the diary. Happy to jump on a call whenever suits you. I've pulled the numbers ahead of time. What I'd like to cover: - how your team is using B-Viz to read tickets and renewals per provider - active users on the Growth plan, which looks healthy against the 40 licensed users - anything you'd like to change before the contract end on 6 May 2025 Shall we book thirty minutes sometime next week? Tell me which days are easiest and I'll send an invite. Thanks, Marcus
Holly Garside 17 Mar 2025 08:31
to Marcus Bell
Hi Marcus, Yes, let's do it. What does the usage say? I'd like to see it per provider again, that's what the team finds most useful. Thursday or Friday next week would suit me best. Can you also include Vincent and Oliver? Vincent will want to see the usage case before we talk about the renewal. 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

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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.

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.

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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.

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.

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