Setting up the renewal conversation

Email thread

Trevor Bulmer raised questions about winter usage and declined to book a renewal meeting until he has seen the figures. Marcus Bell agreed to send them first. The term ends 28 Feb 2026.

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What was said

What this says

As at Fri 9 Oct 2026

Trevor Bulmer raised questions about winter usage and declined to book a renewal meeting until he has seen the figures. Marcus Bell agreed to send them first. The term ends 28 Feb 2026.

Ask: Marcus wanted a renewal conversation in the diary before the term ends on 28 Feb 2026, with Tom Ashdown joining for the commercial side.

Customer view: Trevor wants to understand how much the team is using B-Viz "before I can commit to anything" and would rather not book a meeting until he has looked. This is a value question, and the tone is firmer than in the earlier thread.

Next: Marcus will send the numbers and propose a date. The evidence does not show the figures or any outcome.

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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Messages3

First message2026-01-13

Last message2026-01-15

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Messages

Marcus Bell 13 Jan 2026 13:40
to Trevor Bulmer
Hi Trevor, Following our call, I wanted to get a renewal conversation in the diary before the current term ends on 28 Feb 2026. I know you raised some questions about how much the team is using B-Viz this winter, and I think it is worth going through that together. Could we look at a slot next week? I can bring the usage picture, and Tom can join for the commercial side. Thanks, Marcus
Trevor Bulmer 14 Jan 2026 10:39
to Marcus Bell
Marcus, Thanks. I would like to see the figures first. I need to understand how much the team is using it before I can commit to anything, so I would rather not book a meeting until I have had a look. Trevor
Marcus Bell 15 Jan 2026 14:49
to Trevor Bulmer
Trevor, That is fair. I have pulled the numbers and will send them over before we meet, so you can see them first. I will let Tom know you would like him there for the commercial side, and I will be in touch once I have a date. 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

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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.

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