Quarterly review: finding a date

Email thread

Marcus Bell proposed a 30 minute quarterly review. Shona Baird agreed, said the service desk uses the brain daily, and asked for the list of teams still to start. Thursday morning was settled. Mostly logistical.

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What this says

As at Fri 9 Oct 2026

Marcus Bell proposed a 30 minute quarterly review. Shona Baird agreed, said the service desk uses the brain daily, and asked for the list of teams still to start. Thursday morning was settled. Mostly logistical.

Ask: Shona accepted a 30 minute review and wants the list of teams still to start so she can push them along.

Customer view: The service desk uses the brain every day and finds faults quicker. Her first question is what the end customer actually sees.

Next: Marcus sends the invite and the usage report ahead of Thursday morning, with the list of teams still to start.

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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Messages3

First message2026-03-02

Last message2026-03-03

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Marcus Bell 2 Mar 2026 16:23
to Shona Baird
Hi Shona, I've pulled the numbers ahead of the quarterly review and the picture is a good one. Usage across your teams has grown a lot since the early weeks, and the high priority tickets have gone quiet. Shall we book 30 minutes to go through it? I'd like to cover: - who is asking the most questions - which teams are still to come on board - what you want from the next quarter Happy to jump on a call whenever suits. Thanks, Marcus
Shona Baird 2 Mar 2026 18:17
to Marcus Bell
Marcus, Good to hear. The service desk are using it every day now, the faults get found quicker. What's the customer actually seeing, that's what they ask first. Thirty minutes is fine. Thursday or Friday this week would work for me, mornings best. Bring the list of teams still to start, I'd like to push those along. Cheers, Shona
Marcus Bell 3 Mar 2026 14:09
to Shona Baird
Hi Shona, Thursday morning it is. I'll send an invite shortly and share the usage report beforehand so you can look it over. I'll include the list of teams still to start, as asked. 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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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.
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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
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Documents	1,218
Deals	315
Invoices	285
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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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