Check-in notes

Email thread

Marcus Bell summarised the 9 Dec 2025 check-in: usage up, quiet support, invoices paid. CFO Graeme Charlton asked for renewal paperwork and wants cost and return before it goes to the board.

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As at Fri 9 Oct 2026

Marcus Bell summarised the 9 Dec 2025 check-in: usage up, quiet support, invoices paid. CFO Graeme Charlton asked for renewal paperwork and wants cost and return before it goes to the board.

Ask: Graeme asked for the renewal paperwork to be sent and kept simple. He needs to see what it costs and what the return is before it goes to the board.

Customer view: Positive on usage going the right way. The value case is the gate, not satisfaction or payment.

Next: Lewis Kerr to send the renewal paperwork ahead of the 5 Jan 2026 term end, with a cost and return case. Marcus flagged Graeme's wish for referral and reporting-turnaround data in one place across the trusts.

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

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Updated 9 Oct 26

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First message2025-12-09

Last message2025-12-09

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Marcus Bell 9 Dec 2025 11:13
to Graeme Charlton
Hi Graeme, Thanks for making time for the check-in today. I've pulled the numbers and wanted to put the main points in writing: - Usage is up on the previous quarter, with more of your contract managers logging in each week. - Support has been quiet: a couple of tickets in the last month, none urgent. - Invoices are all paid and nothing is outstanding. On your side, the contract runs to 5 Jan 2026, so Lewis will be in touch about the renewal shortly. You mentioned wanting to see more of the referral and reporting-turnaround data in one place across the trusts, and I think that is worth a conversation with him. Happy to jump on a call if anything above looks off. Thanks, Marcus
Graeme Charlton 9 Dec 2025 11:53
to Marcus Bell
Marcus, Thank you, that is a clear summary. Usage going the right way is what I wanted to hear. Please have Lewis send the renewal paperwork when ready. Let's keep it simple: I need to see what it costs and what the return is before it goes to the board. Graeme

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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.
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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