Check-in notes and next steps

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Marcus Bell's follow-up to a check-in with Pieter van Dam: usage up on the previous quarter, 40 licensed users, a request for exception tickets by shipper. No customer reply in the thread.

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As at Fri 9 Oct 2026

Marcus Bell's follow-up to a check-in with Pieter van Dam: usage up on the previous quarter, 40 licensed users, a request for exception tickets by shipper. No customer reply in the thread.

Ask: Pieter wants exception tickets shown by shipper and the weekly shipper review to start from the brain rather than from separate exports.

Customer view: usage is up and account managers are the main group asking questions. There is no customer response in the thread, so agreement with the notes is not confirmed.

Next: Marcus is to send the shipper example this week and propose a 30 minute review in the new year. He has promised no product dates.

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

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Updated 9 Oct 26

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First message2025-12-02

Last message2025-12-02

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Marcus Bell 2 Dec 2025 16:00
to Pieter van Dam
Hi Pieter, Thanks for your time earlier today. A short note of what we covered, so we are both working from the same list. - Usage is up on the previous quarter, and your account managers are the main group asking questions. - You have 40 licensed users, and there is room for more of the team to join if you want that. - You asked for the exception tickets to be shown by shipper. I've pulled an example and will send it over this week. - You would like the weekly shipper review to start from the brain rather than from separate exports. I have not promised any dates on the product side, and I will tell you straight away if that changes. If I have missed anything, reply here and I will add it. Otherwise, shall we book 30 minutes in the new year to look at how it is going? Thanks, Marcus

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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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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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
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.

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