Kickoff call: finding a time

Email thread

Logistical thread: Callie Brennan offers kickoff slots and Harjit Bains picks Wednesday at 10:00. He asks for a note listing the sources beforehand so he can describe it accurately to the client.

made from

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread: Callie Brennan offers kickoff slots and Harjit Bains picks Wednesday at 10:00. He asks for a note listing the sources beforehand so he can describe it accurately to the client.

Ask: Callie wanted an hour with Harjit and the day-to-day owner to agree sources, owners and prerequisites before the first refresh.

Customer view: Harjit accepted quickly and wants the kickoff before a trustee meeting. He works to a rule of "No surprises for the client" and may bring in the data protection officer.

Next: Callie to send the source list ahead of the call and the invite.

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

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2023-08-24

Last message2023-08-25

Emailmade from

Messages

Callie Brennan 24 Aug 2023 09:01
to Harjit Bains
Hi Harjit, Thanks for your time on the last call. Before we switch on anything, I would like to get the kickoff in the diary so we can agree the plan together. What I need from your side is a slot of about an hour with you and whoever will look after the system day to day. Next week I could do Tuesday or Wednesday morning, say 10:00, or Thursday afternoon at 14:00. I will use the hour to walk through the sources you want connected, who owns each one, and what has to be in place before the first refresh. If you can tell me which of those slots suits, I will send the invite straight away. Thanks, Callie
Harjit Bains 25 Aug 2023 17:53
to Callie Brennan
Hi Callie, Thank you, that is very clear. Wednesday at 10:00 works for me. I have a trustee meeting coming up later that week, so I would rather have the kickoff done before then and know where we stand. I will ask our systems analyst to join as well, and I may bring in our data protection officer for the first part, as she will want to hear what is being connected. Could you send a short note beforehand listing the sources? No surprises for the client is the rule I work to, so I would like to be able to describe it accurately. Kind regards, Harjit

Emailmade from

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

Help & Support

Open as a page

Help & Support

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.

How to ask

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.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help