Check-in call: finding a slot

Email thread

Logistical thread: Marcus Bell books a check-in with Craig Ashwell for Thursday at 09:30. Craig agrees and asks to see usage by team, with credit control next to the project side and what the commercial team really use.

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What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Marcus Bell books a check-in with Craig Ashwell for Thursday at 09:30. Craig agrees and asks to see usage by team, with credit control next to the project side and what the commercial team really use.

Ask: Marcus proposed a half-hour check-in on 26 Nov 2025 to review usage across the project, commercial and credit teams. Craig accepted within the hour.

Customer view: Craig wants evidence of what each team actually uses, particularly the commercial team. That reads as interest in value, not a complaint.

Next: Marcus confirmed Thursday at 09:30 and will lead with usage by team.

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 message2025-11-26

Last message2025-11-28

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Messages

Marcus Bell 26 Nov 2025 11:37
to Craig Ashwell
Hi Craig, It has been a while since our last catch-up, so I'd like to book a check-in on how your teams are getting on with the brain. I've pulled the numbers and there are a few things worth showing you: - how usage has moved across the project, commercial and credit teams - which questions people are asking most - anything you'd like us to set up next, before the licence year runs on Shall we book half an hour next week? Tuesday or Thursday morning would suit me, but I'm happy to work around you. Thanks, Marcus
Craig Ashwell 26 Nov 2025 13:01
to Marcus Bell
Marcus, Thursday works. 09:30 if you can, I've got site visits after that. Half an hour is fine. Bring the usage by team. I want to see the credit control side next to the project side, and what the commercial team are really using. Craig
Marcus Bell 28 Nov 2025 10:28
to Craig Ashwell
Hi Craig, Thursday at 09:30 is confirmed. I'll send the invite this morning with a video link, and I'll share my screen and start with usage by team, as you asked. If you want anyone else from your side on the call, such as the credit control team, just forward the invite on. On 26 Nov 2025, at 13:01, Craig Ashwell wrote: > Thursday works. 09:30 if you can, I've got site visits after that. 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.
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.

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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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