B-Glass
Delancey Haig logo

Finding a time for your quarterly review

Email thread

Delancey Haig logo Delancey Haig · cs

Daniel Okafor proposes early December dates for the quarterly review. Saskia Mendes picks the first week of December, adds an admin colleague and asks for a simpler summary. Mostly logistical.

What was said

What this says

As at Fri 9 Oct 2026

Daniel Okafor proposes early December dates for the quarterly review. Saskia Mendes picks the first week of December, adds an admin colleague and asks for a simpler summary. Mostly logistical.

Ask: Daniel offers the first or second week of December for a one-hour review. Saskia chooses the first week, afternoon, and wants someone from her team who handles admin and connector questions.

Customer view: the directors need the review before the holidays. She wants a simpler summary showing what clients said and where directors found answers faster, so she can repeat it to the board.

Next: Daniel adds her admin colleague to the invite and reshapes the usage summary around her two questions.

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

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-11-26
Last message2025-11-27

Messages

  1. Daniel Okafor
    Daniel Okafor 26 Nov 2025 17:26
    to Saskia Mendes
    Hello Saskia, Thank you again for your time on our last call. Just to close the loop, I would like to get the next quarterly review into the diary before the year runs out, so that the directors can see how the team is finding it and we can talk about what comes next. I have two ideas. Either the first week of December or the week after, in the afternoon if possible, since I know mornings are busy for your directors. I'm happy to work around whatever suits you, and I can keep it to a focused hour. If it helps, I will pull together a short summary of how the brain is being used across the team, so we are not starting from a blank page. Would you let me know which week is easier, and who you would like in the room? Best wishes, Daniel
  2. Saskia Mendes
    Saskia Mendes 27 Nov 2025 17:57
    to Daniel Okafor
    Hi Daniel, Thanks for this. The first week of December works better for us, ideally Tuesday or Thursday afternoon. The directors need this, and I would rather have it before everyone disappears for the holidays. I'd like someone from my team on the call as well, as they look after the admin side and will have questions about the connectors. I'll send you their details so you can add them. One ask: can we make the summary simpler than last time? What did the clients actually say, and where did the directors find the answers faster? That is what I want to be able to repeat to the board. Speak soon, Best, Saskia

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

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.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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

Ask B

B-Glass · read-only