Check-in notes from our call

Email thread

Marcus Bell sent notes from a check-in: more people in the brain, nothing open in support, nothing outstanding on invoices, and renewal in August. He proposed 30 minutes with the credit-control team. No customer response in the thread.

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As at Fri 9 Oct 2026

Marcus Bell sent notes from a check-in: more people in the brain, nothing open in support, nothing outstanding on invoices, and renewal in August. He proposed 30 minutes with the credit-control team. No customer response in the thread.

Ask: Marcus offered a call with the credit-control team, who Craig Ashwell wants looking at projects, variations and invoices together.

Customer view: there is no customer response in the thread, so the notes are unconfirmed by Craig.

Next: book the credit-control session and bring a proper usage summary to the next review ahead of renewal.

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

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Updated 9 Oct 26

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First message2026-03-13

Last message2026-03-13

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Marcus Bell 13 Mar 2026 09:47
to Craig Ashwell
Hi Craig, Thanks for making time for the check-in. I've pulled the numbers and written up what we covered so you have it in one place. - Usage: more of your people are in the brain each week than last quarter, and it is the project, commercial and credit teams asking the questions, which is what you bought it for. - Support: nothing open and nothing raised recently, so no issues to chase on our side. - Licences: you are comfortably inside the 40 licensed users on Growth, with room if another team wants to come on. - Invoices: nothing outstanding that I can see. On your side, you mentioned wanting more of the credit-control team looking at client projects, variations and invoices together. Happy to jump on a call with them and show how the other teams are using it, if that helps. The subscription comes up for renewal in August, so I'll bring a proper usage summary to the next review rather than leave that to the last minute. Shall we book 30 minutes with the credit-control team in the next couple of weeks? 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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