Getting a discovery call in the diary

Email thread

Tom Ashdown asked Becky Lawton for a discovery call. Becky declined Thursday 10:00, proposed Friday 11:00 with Leanne from operations, and said her team needs something before the next round of reviews.

made from

What was said

What this says

As at Fri 9 Oct 2026

Tom Ashdown asked Becky Lawton for a discovery call. Becky declined Thursday 10:00, proposed Friday 11:00 with Leanne from operations, and said her team needs something before the next round of reviews.

Ask: Tom wanted about forty-five minutes on how bookings, service tickets and review packs come together. Becky liked starting with how the team works rather than a demo.

Customer view: she wants speed, since her team needs something before the next round of reviews. She wants Leanne on the first part because Leanne knows where the data lives.

Next: Tom to confirm Friday at 11:00 with Becky and Leanne.

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

AImade from

The thread

Updated 9 Oct 26

Typesales

Messages2

First message2024-09-30

Last message2024-10-01

Emailmade from

Messages

Tom Ashdown 30 Sep 2024 08:27
to Becky Lawton
Hi Becky, Hope the week's started well. Thanks for the chat the other day, really useful to hear how your account managers pull together client reviews at the moment. I'd like to get a proper discovery call in the diary so I can understand what you're trying to see in one place: bookings, service tickets and the review packs. Probably forty-five minutes or so, no slides, just a conversation. Would Thursday morning work, say 10:00? If not, give me a couple of options and I'll make it fit. Cheers, Tom
Becky Lawton 1 Oct 2024 15:41
to Tom Ashdown
Hi Tom, Sorry for the slow reply, I was at a client meeting most of yesterday and today. Love that you want to start with how we actually work rather than a demo. Thursday at 10:00 is no good, I've got a client review. Could we do Friday at 11:00 instead? I'd like Leanne from our operations side to join for the first part, she knows where all the data lives better than I do. My team needs something before the next round of reviews, so sooner is better if you can. Thanks, Becky

Emailmade from

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

Help & Support

Open as a page

Help & Support

B-Glass 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-Glass 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-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help