Priya Raman

Wexmoor Property Group / B-Brain – Discovery

Callcompleted

Wexmoor Property Group: documents logo Wexmoor Property Group: documents · 2025-09-19 15:15

Discovery 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 was said

What this says

Current to 11 Oct 26

Discovery 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.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Growth discovery, tenant retention
Importance
neutral
Sentiment
mixed
Voice
decision-maker

Who 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.

Transcript

Not yet analysedThe transcript has not been written yet.

B-Brain is a fictional company; every organisation and person here is invented. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain 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

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations75
People at customers290
B-Brain staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

B-Brain is a fictional company: every organisation, person and figure here is invented for this demonstration.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Ask B

Ask B

B-Brain · read-only