Scheduling your quarterly review

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Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

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As at Fri 9 Oct 2026

Hollie Grieve scheduled the quarterly review with Caitlin Mercer for a Thursday at 15:00 UK time. Caitlin asked for usage by team, the signal on loaded distributors and a board dashboard.

Ask: Hollie asked to book the next quarterly business review. Caitlin accepted a Thursday at 15:00 UK time and listed what she wants to see.

Customer view: she is engaged and wants to know who is really using the brain, and to put something in front of the board. That is a value question as much as a scheduling one.

Next: Hollie will bring the usage view by team, a note on distributor data and a short agenda beforehand.

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

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Updated 9 Oct 26

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First message2026-08-17

Last message2026-08-21

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Messages

Hollie Grieve 17 Aug 2026 11:30
to Caitlin Mercer
Hi Caitlin, It's time to book your next quarterly business review. As usual I'd like to cover usage, what your team has been asking the brain, and anything you want from us over the coming quarter. Could you do an hour next week? Tuesday or Thursday afternoon would suit me, and I'm happy to work around your time zone. If anyone else from your side should be there, let me know and I'll include them. Kind regards, Hollie
Caitlin Mercer 20 Aug 2026 11:36
to Hollie Grieve
Hi Hollie, Thanks for the nudge, and sorry for the delay, it's been a renewals-heavy week. Thursday works. Can we do 15:00 UK time? What I'd like to see: - usage by team, so I know who is really in there - what's the signal on the distributors we've loaded - anything we can put on a dashboard for the board Let's operationalise it. Best, Caitlin
Hollie Grieve 21 Aug 2026 09:13
to Caitlin Mercer
Hi Caitlin, Thursday at 15:00 UK time is booked and the invitation is on its way to you. I'll bring the usage view by team and a short note on the distributor data, and we can look at the dashboard idea together on the day. I'll send a brief agenda beforehand so you can add to it. See you then. Kind regards, Hollie

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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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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.

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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.

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