# Who should we call this week and why? Prepare the first one.

*Claude, the tool calls B-Viz makes for this request, run by tools/make_examples.py. Figures as at Fri 9 Oct 2026.*

**What B-Viz did:** Reading the record (portfolio:who_needs_a_call) → counting in SQL → reading the record (next_steps:org_018) → counting in SQL → reading the record (next_steps:org_003) → counting in SQL → reading the record (next_steps:org_002) → counting in SQL → reading the record (next_steps:org_004) → counting in SQL → reading the record (next_steps:org_025) → counting in SQL → reading the record (next_steps:org_151) → counting in SQL → reading the record (next_steps:org_254) → counting in SQL → reading the record (next_steps:org_154) → counting in SQL → checking the money facts (arr, org_018) → checking the money facts (renewals_due, org_018) → checking the money facts (usage_headroom, org_018) → counting in SQL → counting in SQL → counting in SQL → reading the record (assessment:org_018) → reading the record (next_steps:org_018) → counting in SQL → reading the record (object_read:call_018_025) → reading the record (object_read:call_018_024) → counting in SQL → reading the record (call_018_025) → reading the record (call_018_025) → counting in SQL → writing the document (Calls to make this week, and the first…)

Of 151 calls to make as of 9 Oct 2026, the first eight are seven At risk saves and Brimscombe Energy's renewal, almost all due this week. The first eight, each with its reason:

1. **Dunholm Precision** (issue, At risk): Tom Ashdown sends Karen Midgley and Stuart Kenyon a £50,000 Growth renewal in place of the unsigned £58,000 proposal this week.
2. **Veldmaat Payments** (issue, At risk): Elena Novak sends the £5,000 credit note to Annelies de Vries and the £50,000 renewal basis to Joost Verbeek before the 23 Oct 2026 call.
3. **Brackwell Freight Ltd** (issue, At risk): Tom Ashdown sends Gareth Whitlam a line-by-line breakdown of the £50,000 Growth renewal before the 12 Oct 2026 call.
4. **Hollins Tarrant** (issue, At risk): Marcus Bell clears the CRM connector ticket and repoints connectors at Salesforce before the 19 Oct 2026 call with Rob Ellery.
5. **Clonvara Insurance Services** (issue, At risk): Lewis Kerr sends Brendan Moran an itemised, right-sized Growth renewal quote by 23 Oct 2026.
6. **Carnmoor Fleet Leasing** (issue, At risk): Amara Obi agrees with Kofi Asamoah the four connectors that stay under Starter for the 26 Oct 2026 QBR.
7. **Moggill Creek Distributors** (issue, At risk): Amara Obi sends Troy Henderson the written £22,000 renewal price and asks for a successor champion to Kylie Dwyer.
8. **Brimscombe Energy** (issue, Watch): Tom Ashdown sends Graham Tovey and Mandy Gasson one corrected renewal paper this week.

I prepared the first, [Dunholm Precision](demo/e/organisation/org_018.html) (9 sections on the B-Viz Word template). It is on Growth at **£51,000**, renews on **Tue 1 Dec 2026** at **£50,000** list, and uses **38 of 60** seats; the CRM renewal deal stands at **£58,000**. The briefing carries what earlier calls agreed, what the records show was done, and the call itself.

> I'm not paying more for something people use less.
>
> Stuart Kenyon, Thu 17 Sep 2026 ([the call](demo/e/call/call_018_025.html))

**Download:** [Calls to make this week, and the first briefing (Word)](examples/call-briefing/call-briefing.docx)

*B-Viz tools · record, SQL, facts, document*