Your renewal ahead of the February term end

Email thread

Marcus Bell opened the Growth renewal early. Finance Director Trevor Bulmer wants to keep Growth at the same level but needs the figures before taking it to the CFO. The CRM-style value quoted is £44k.

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What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell opened the Growth renewal early. Finance Director Trevor Bulmer wants to keep Growth at the same level but needs the figures before taking it to the CFO. The CRM-style value quoted is £44k.

Ask: Marcus flagged a term end on 28 Feb 2026 and a renewal value of £44k on BG-Demo's records for Growth at 40 users. He offered to walk through usage.

Customer view: Trevor said it was "good to see the team using it more" and wants to keep Growth, but needs the figures properly in front of him before the CFO. He is not yet committed.

Next: Marcus passed the commercial side to Tom Ashdown, and the renewal is expected to close on 17 Feb 2026. The evidence does not show the order form or any price change discussion.

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

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The thread

Updated 9 Oct 26

Typerenewal

Messages3

First message2025-11-28

Last message2025-12-03

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Messages

Marcus Bell 28 Nov 2025 15:22
to Trevor Bulmer
Hi Trevor, I am getting in touch early about the renewal, as your current term ends on 28 Feb 2026. Here is a quick summary: - Tier: Growth, for 40 users - Renewal value on our records: £44,000 - Commercial terms: Tom, who will be in touch I have pulled the usage picture too, and it looks encouraging. Would you like to book half an hour to go through it before the new year? Thanks, Marcus
Trevor Bulmer 1 Dec 2025 12:47
to Marcus Bell
Marcus, Thanks for this. Good to see the team using it more. I would like to keep the Growth tier at the same level, but I need the figures properly in front of me before I take it to the CFO. Happy to talk in the new year. Tom can come along too. Trevor
Marcus Bell 3 Dec 2025 14:10
to Trevor Bulmer
Trevor, Thanks for getting back to me. I have passed your note to Tom, who will be in touch on the order form and anything commercial. The renewal is expected to close on Tuesday 17 February 2026. Happy to jump on a call whenever suits you. Thanks, Marcus

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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

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.

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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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