Renewal of your Starter subscription

Email thread

Daniel Okafor opened the Starter renewal at £20k for fifteen users, term ending 22 Sep 2025. Nicholas Pengelly wants to look carefully at the numbers on a call and asked for a usage summary for the partners.

made from

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor opened the Starter renewal at £20k for fifteen users, term ending 22 Sep 2025. Nicholas Pengelly wants to look carefully at the numbers on a call and asked for a usage summary for the partners.

Ask: Daniel offered renewal at £20k, the same as the current subscription. Nicholas asked for a short summary of what the practice is using before committing.

Customer view: he did not accept the terms and prefers a call to email. Daniel promised a usage summary by the end of the following week.

Next: send the summary, then book the call. The partners will review it.

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

AImade from

The thread

Updated 9 Oct 26

Typerenewal

Messages3

First message2025-06-24

Last message2025-06-26

Emailmade from

Messages

Daniel Okafor 24 Jun 2025 13:52
to Nicholas Pengelly
Hi Nicholas, I hope you are well. Just to close the loop on our last check-in, I wanted to start the renewal conversation now, well ahead of the term ending on 22 Sep 2025. The renewal is set at £19,500, the same as your current subscription, for the fifteen licensed users in your agreement. Priya is copied as she knows the commercial side best. How is the team finding it? I would be glad to hear what you are using most day to day. I will come back to you by 8 Sep 2025 with a clear summary of the renewal terms, and let me know a good time to talk over the next few weeks. Best wishes, Daniel
Nicholas Pengelly 26 Jun 2025 15:27
to Daniel Okafor
Daniel, Thanks for the note. We would like to look carefully at the numbers before we commit, and I would prefer to do that on a call rather than by email. Could you send a short summary of what we are using, so I can take it to the partners? Regards, Nicholas
Daniel Okafor 26 Jun 2025 16:14
to Nicholas Pengelly
Hi Nicholas, That makes sense, and I am glad you want to look at the numbers properly. I will send a usage summary by the end of next week, and we can book the call once you have had a chance to read it. There is plenty of time before the term ends on 22 Sep 2025, so there is no need to rush. Best wishes, Daniel

Emailmade from

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