Booking the QBR

Email thread

Marcus Bell proposed the quarterly business review that comes with Growth. Zoe Kendrick agreed to an hour, asked for a morning slot not on Monday, and will bring someone from the claims team.

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As at Fri 9 Oct 2026

Marcus Bell proposed the quarterly business review that comes with Growth. Zoe Kendrick agreed to an hour, asked for a morning slot not on Monday, and will bring someone from the claims team.

Ask: Marcus wants an hour to present usage numbers, noting more people are asking questions of the brain.

Customer view: Zoe welcomes the numbers and commits a claims colleague, though afternoons are busy.

Next: Marcus should send an invite for a morning next week other than Monday.

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 message2025-04-11

Last message2025-04-15

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Marcus Bell 11 Apr 2025 09:29
to Zoe Kendrick
Hi Zoe, It's time to book your quarterly business review, which comes with the Growth tier. I've pulled the usage numbers and there is a good story to tell, with more of your people asking questions of the brain than a few months ago. Shall we book an hour in the next couple of weeks? It would be useful to have you there, and anyone from the claims team who would like to join. Send me a few times that work and I will sort the invite. Thanks, Marcus
Zoe Kendrick 15 Apr 2025 10:43
to Marcus Bell
Hi Marcus, Thanks for this. Good to hear the numbers are going the right way. An hour is fine, but can we keep it first thing in the morning? Afternoons are chaos at the moment. I will ask someone from the claims team to join as well. Any morning next week suits me except Monday. Thanks, Zoe

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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.

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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.
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.
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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.

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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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