Booking your QBR

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Craig Ashwell accepted a Thursday 10:00 QBR but wants the open ticket explained beforehand, the invoice kept separate with credit control, and honest usage numbers by team. He says the team has not stuck with it.

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As at Fri 9 Oct 2026

Craig Ashwell accepted a Thursday 10:00 QBR but wants the open ticket explained beforehand, the invoice kept separate with credit control, and honest usage numbers by team. He says the team has not stuck with it.

Ask: Craig wants to know what the ticket is and who is looking at it before the review. He also asks for usage by team.

Customer view: he thinks adoption is weaker than he hoped and wants the invoice kept out of the review. That reads as a value concern with the renewal on 22 Aug 2025 close.

Next: Marcus owes a ticket update before Thursday.

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

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Updated 9 Oct 26

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First message2025-07-02

Last message2025-07-02

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Marcus Bell 2 Jul 2025 16:56
to Craig Ashwell
Hi Craig, I'd like to get your quarterly review in the diary, and with the renewal on 22 Aug 2025 getting closer it is worth doing sooner rather than later. What I'd like to cover: - Usage across your 40 licensed users, and which teams are getting value from the brain. - The ticket that came in recently. It is with our support team and I'll bring you an update on it. - Which connectors and teams you want in place for the next year. - The renewal, so there are no surprises on either side. I could do Tuesday or Thursday next week, either at 10:00 or 14:00. Happy to jump on a call, or come to you in Reading if you would prefer to do it in person. Thanks, Marcus
Craig Ashwell 2 Jul 2025 17:29
to Marcus Bell
Marcus, Thursday at 10:00 works. Call is fine, I'm on site most of next week. Two things before then. The ticket. I want to know what it is and who is looking at it. If it is stopping my people getting to the project data, I need to hear about it before the review, not at it. The invoice. That sits with credit control, so Debbie has it. I'll leave that with her and our finance side, and I'd rather it didn't get mixed up with the review. I would also like to know what you are seeing on usage. My feeling is that the team has not stuck with it as well as I hoped. Bring the numbers by team and let's be straight about it. Craig

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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.

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