Time for a review call

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Marcus Bell asked for a half-hour review of the year on the Starter plan, ideally with Rob. Jenna Price agreed to find times but said Rob is flat out and not to count on him.

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As at Fri 9 Oct 2026

Marcus Bell asked for a half-hour review of the year on the Starter plan, ideally with Rob. Jenna Price agreed to find times but said Rob is flat out and not to count on him.

Ask: Marcus Bell has pulled usage numbers for a proper review and wants Rob on the call if he can spare the time.

Customer view: Jenna Price agrees, prefers mornings and asks for a couple of times. She warns that Rob is unlikely to attend.

Next: Marcus should send morning slots to Jenna and decide whether the review is worth running without Rob.

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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Messages2

First message2025-04-28

Last message2025-04-28

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Messages

Marcus Bell 28 Apr 2025 13:55
to Jenna Price
Hi Jenna, It's about time we did a proper review of how the year is going on your Starter plan. I've pulled the usage numbers and have a few things to show you. Could we find half an hour in the next week or two? Happy to jump on a call, and it would be good to have Rob on it if he can spare the time, though I know he's busy. Thanks, Marcus
Jenna Price 28 Apr 2025 14:44
to Marcus Bell
Hi Marcus, Yes, that's fine. I'll check Rob's diary, but I wouldn't count on him. He's flat out at the moment. Send me a couple of times and I'll see what works. Mornings are best for me. Thanks, Jenna

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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Data	Records
Organisations	225
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Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
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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.

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