B-Viz
Sofia Marchetti

Sofia Marchetti

Staff

Head of Customer Success · customer success · reports to Nell Ashcombe

Sofia Marchetti is Head of Customer Success, London, in post since 7 Oct 2024. She is the senior contact on exec sponsor calls and incident notices. Her accounts show value challenges, one non-renewal notice and a Growth-to-Starter proposal.

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Insight

As at Fri 9 Oct 2026

Sofia Marchetti is Head of Customer Success, London, in post since 7 Oct 2024. She is the senior contact on exec sponsor calls and incident notices. Her accounts show value challenges, one non-renewal notice and a Growth-to-Starter proposal.

Role: Sofia Marchetti has been Head of Customer Success since 7 Oct 2024 and reports to Nell Ashcombe. She is active, with leave booked on 9 to 13 Nov 2026 and 2 to 4 Dec 2026.

Book: the counts show 200 email threads, six calls attended and five recorded calls. Brannock Medical Supplies has the most activity at 13, then Delancey Haig at seven.

Evidence: she runs exec sponsor calls, sends refresh failure notices on 22 Jul 2026 and invites customers to events. Several Growth customers question value against 40 licensed users.

Now: Calderbrook Housing Group has given written notice not to renew, and Carnmoor Fleet Leasing is weighing a move to Starter. The evidence does not show the outcome at Delancey Haig or Brackwell Freight Ltd, whose renewal QBR on 13 Oct 2026 is dated after the as-of date.

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

On record

Updated 9 Oct 26
Organisations0
Calls6
Email threads200
Deals0
Documents0
Events13
Computedmade from

Calls

No calls in the last four weeks.

Time off

FromToTypeDaysStatus
2 Dec 20264 Dec 2026holiday3booked
9 Nov 202613 Nov 2026holiday5booked
25 Sep 20261 Oct 2026holiday5taken
10 Aug 202617 Aug 2026holiday6taken
30 Jul 202630 Jul 2026holiday1taken
13 Apr 202615 Apr 2026holiday3taken
15 Dec 202515 Dec 2025holiday1taken
10 Dec 202512 Dec 2025holiday3taken
8 Oct 202514 Oct 2025holiday5taken
4 Aug 202515 Aug 2025holiday10taken
24 Feb 202525 Feb 2025holiday2taken
27 Jan 202529 Jan 2025holiday3taken
27 Dec 202431 Dec 2024sick3taken
16 Dec 202417 Dec 2024sick2taken
1 Dec 20243 Dec 2024holiday2taken
11 Nov 202412 Nov 2024holiday2taken
28 Oct 202429 Oct 2024sick2taken

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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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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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