Following up on our QBR call

Email thread

After the QBR call Marcus Bell wrote to Craig Ashwell, Valerie Okon and Sunil Kapoor. Only a handful of the 40 licensed Growth users are in regular use. He asked each for an input. No customer reply is in the thread.

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As at Fri 9 Oct 2026

After the QBR call Marcus Bell wrote to Craig Ashwell, Valerie Okon and Sunil Kapoor. Only a handful of the 40 licensed Growth users are in regular use. He asked each for an input. No customer reply is in the thread.

Ask: Marcus asked Craig to name people in the project and commercial teams who would benefit, Valerie whether credit control wants a walkthrough, and Sunil to confirm which systems feed the brain. He wanted replies by the end of the following week.

Customer view: none recorded, as no one replied in this thread.

Next: Marcus will build a short session for each team on the customer's own data once the replies arrive.

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

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Updated 9 Oct 26

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First message2025-01-03

Last message2025-01-03

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Marcus Bell 3 Jan 2025 08:36
to Craig Ashwell, Valerie Okon, Sunil Kapoor
Hi all, Thanks for making time on our call. A short note so we all have the same picture and know who is doing what. What I'm seeing in the numbers: - You have 40 licensed users on Growth, but only a handful of people are in regular use week to week - Regular use has dipped a little compared with the previous quarter - I'd like to understand whether that's seasonal or whether some teams haven't got into the habit yet What I'd suggest: - Craig: could you name a few people in the project and commercial teams who would benefit most from asking the brain about a client's variations and calls? - Valerie: would it help if the credit control team had a short walkthrough of invoices and client history in one place? - Sunil: could you confirm which of your systems are feeding the brain at the moment, so I can check nothing has changed on your side? Once I have those, I'll put together a short session for each team using your own data. Happy to jump on a call if it's easier to talk it through first. Could you come back to me by the end of next week? Shall we book half an hour once I have your replies? 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.

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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