QBR follow-up and next steps

Email thread

After the QBR, Marcus Bell recapped usage, headroom in the 40 licensed users and the 6 May 2025 contract end. Vincent Ackerley asked for the usage summary and what Eccup Software would lose without B-Viz, and said not to rush.

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As at Fri 9 Oct 2026

After the QBR, Marcus Bell recapped usage, headroom in the 40 licensed users and the 6 May 2025 contract end. Vincent Ackerley asked for the usage summary and what Eccup Software would lose without B-Viz, and said not to rush.

Ask: Marcus offered a usage summary for Vincent and raised the renewal. Vincent replied the next day, asking to see what the team actually uses before any renewal discussion.

Customer view: The Chief Financial Officer frames the decision as a value test, including what would be lost without the product. His request to take it slowly sits against a contract end of 6 May 2025.

Next: Send the usage summary and use Holly and Oliver to show daily use. Marcus also noted room for more teams within the licensed users.

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

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Updated 9 Oct 26

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First message2025-03-25

Last message2025-03-26

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Marcus Bell 25 Mar 2025 14:48
to Holly Garside, Vincent Ackerley, Oliver Rushworth
Hi all, Thanks for your time on the QBR. A short recap of what we covered, as promised. - Usage: active users are up on last quarter, and most of the activity is customer success reading tickets and renewals per provider. - Licences: you are using a good share of the 40 licensed users, so there is room for more teams if you want it. - Contract: the Growth subscription runs to 6 May 2025, so we should talk about the renewal in the coming weeks. - Tickets: only one in the last month, nothing high priority. I've pulled the numbers into a short usage summary and can send it over for Vincent to look at. Happy to jump on a call if anyone wants to go through it. Thanks, Marcus
Vincent Ackerley 26 Mar 2025 14:40
to Marcus Bell
Marcus, Thank you for the recap, that is helpful. Please do send the usage summary. I would like to see what the team actually uses before we discuss the renewal, and what we would lose without it. Let's not rush. Holly and Oliver can talk you through how the team works day to day. Vincent Ackerley

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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.
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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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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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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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