What was said
What this says
Current to 11 Oct 26Discovery call with Wexmoor Property Group on a pencilled Growth deal of £62,000 total value, target signature Friday 16 January 2026. Dana Whitaker moved from sceptical to willing to sell it internally; Snowflake and data quality are open.
What happened: Priya Raman ran discovery on the pencilled Growth deal, £62,000 total value, with a target signature of Friday 16 January 2026. Tyler Brooks, Chief Operating Officer, left after about fifteen minutes and delegated detail to Dana Whitaker.
Customer view: Dana wants tenants with repeated issues and a lease up for renewal in one view, across helpdesk, calls and contract drive. She came in sceptical but said she could sell it internally if it starts small.
Commercial: Finance and legal need sight of the terms at proposal stage, and invoicing is in sterling. The evidence does not show whether the deal signed.
Watch: Dana does not know whether Wexmoor has a Snowflake account. Tenant names are inconsistent across sources, and the call is dated well before the as-of date.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya to send the recap and standard security information the same day.
- Priya to book a demo early the following week on Wexmoor data or a representative sample, with the IT colleague attending.
- Dana to name the finance and legal contacts who should receive the paper.
Risks
Current to 9 Oct 26- Dana does not know whether Wexmoor has a Snowflake account, and the brain is built inside the customer's own account.
- Tenant names differ between helpdesk and drive, which will complicate the implementation.
- Finance and legal review could cost weeks if left to the end, as happened on a past purchase.
Opportunities
Current to 9 Oct 26- Growth deal pencilled at £62,000 total value, built around one headline question on repeated issues and lease renewals.
- Property managers could be added after operations managers and analysts prove value.