Wexmoor Property Group / BB-Demo – Demo
Callcompleted
Wexmoor Property Group: documents · 2025-10-17 17:30
Dana Whitaker saw the brain run across tickets, calls and service contracts and left a bit less sceptical. Sophie Ling quoted £62,000 as the whole Growth deal value, not a yearly figure. Decision date is 16 Jan 2026.
What was said
What this says
Current to 11 Oct 26Dana Whitaker saw the brain run across tickets, calls and service contracts and left a bit less sceptical. Sophie Ling quoted £62,000 as the whole Growth deal value, not a yearly figure. Decision date is 16 Jan 2026.
What happened: First demo for Wexmoor Property Group on 17 Oct 2025. Hannah Lowe ran the brain on Dana Whitaker's extract across tickets, calls and service contracts.
Customer view: Dana wants one question answered across three systems that nobody can see together. She valued the source links and said she came in sceptical and left a bit less so.
Commercial: Sophie Ling quoted £62,000 as the whole Growth deal value, implementation included, not a yearly subscription figure. Dana's decision date is 16 Jan 2026, with the finance director and chief executive signing off.
Watch: Access to contracts containing pricing and poor scans are unresolved. The evidence does not show the outcome of the 16 Jan 2026 decision.
Themes
Current to 9 Oct 26Theme
Growth demo and pricing
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send a written proposal splitting setup from the yearly subscription before the holidays.
- Hannah Lowe to send the architecture diagram and the access and refresh note to Dana's IT colleague.
- Sophie Ling to offer dates for a second session with the operations leads.
Risks
Current to 9 Oct 26- Access to service contracts containing pricing is unanswered and needs Dana's IT colleague involved.
- Poorly scanned PDFs may not be read well until tested on real files.
- The deal slips to the next budget cycle if it is not decided by 16 Jan 2026.
Opportunities
Current to 9 Oct 26- The Growth tier fits several teams touching the same tenant.
- The dashboards builder suits a named operations analyst as owner.
- A second session with the operations leads would widen adoption.
Transcript
Sophie Ling NoneHi Dana, can you hear us alright?
Dana Whitaker NoneHi Sophie. Yes, loud and clear. Can you see me? My camera has been sulking all week.- Sophie Ling NoneWe can see you fine. Hannah's just joining, I think she's still on mute.
Hannah Lowe NoneSorry, yes, there we are. Hello Dana, lovely to meet you. I was finishing off a connector note and lost track of the time.- Dana Whitaker NoneNo problem at all. Nice to meet you, Hannah.
- Sophie Ling NoneThanks for doing this so late in our day. How has your week been?
- Dana Whitaker NoneBusy. Lease renewals are bunching up and my team is living in spreadsheets, which is the main reason I'm on this call, if I'm honest.
- Sophie Ling NoneHa, well, that's a good place to start. So the plan is that Hannah will show you the brain running on the extract you sent over, I'll stay out of the way until the end, and then we can talk about what a rollout would look like and roughly what it costs.
- Hannah Lowe NoneBefore I share anything, can I ask what you most need to know by the end of today? Then I can shape the demo around that rather than clicking through every screen.
- Dana Whitaker NoneOkay, good question. One thing, really. Our tenant tickets are in the helpdesk, the lease-renewal calls are in the call recorder, and the service contracts are in a shared drive. Nobody can see all three at once. I want to know whether one of my people can ask one question and get an answer that pulls from all of them.
- Hannah Lowe NoneThat's a clear brief. So, to be precise about how it works: the brain is built and runs inside your own Snowflake account. We don't copy your data off to some separate place of ours. Connectors read from the helpdesk, the call recorder and the drive, the records land in Snowflake, and the brain indexes them there.
- Dana Whitaker NoneRight. Our IT people will ask about that, so I'm glad you said it early.
- Hannah Lowe NoneI'll put that in writing for them afterwards, so they're not relying on my memory of a call. Let me share my screen. Can you see it?
- Dana Whitaker NoneYes. A page with a lot of tiles.
- Hannah Lowe NoneThat's the home page. Each tile is a source. These are the three from your extract: tickets, calls, contracts. And this count underneath is how many records are indexed from each, so you can see straight away if a source has gone quiet.
- Dana Whitaker NoneIs that something someone checks every day?
- Hannah Lowe NoneNot every day. The refresh runs overnight and should be complete by 07:00 your local time on business days. The short answer is it's a health check. The longer answer is that if the number stops moving for weeks, something upstream has probably changed, and you'd want to know before anyone gets a stale answer.
- Sophie Ling NoneIt's the sort of thing a spreadsheet never tells you. Nobody notices it's out of date until someone quotes a wrong number in a meeting.
- Dana Whitaker NoneOh, that has happened. I'm not naming names.
- Hannah Lowe NoneThen let's try your question. I'll type it into the chat. Which tenants have an open ticket and a lease renewal conversation coming up?
- Dana Whitaker NoneIs it thinking, or has it frozen?
- Hannah Lowe NoneThinking. It's reading across all three sources, so give it a moment.
- Hannah Lowe NoneThere. It's come back with a short list, and every line has a source link underneath. This tenant, for instance, has two open tickets about heating, and in the call recorder there's a conversation where the tenant said they weren't sure about renewing.
- Dana Whitaker NoneWait, can you click on that link? I want to see it's really in the call and not the model making it up.
- Hannah Lowe NoneGood instinct. Yes. That opens the transcript at the moment it was said. So the answer is grounded in the record and you can check it. I won't pretend it's never wrong, so the habit we encourage is to open the source for anything you're about to act on.
- Dana Whitaker NoneI appreciate that. Most vendors tell me it's never wrong.
- Hannah Lowe NoneI'd rather you trusted it for the right reasons.
- Sophie Ling NoneDana, who would be asking this sort of question day to day? The property managers or the operations leads?
- Dana Whitaker NoneBoth, eventually. I'd start with my operations leads, the people who chase tickets and renewals, then the building managers out in the field. There are several teams that touch the same tenant and none of them see what the others see.
- Sophie Ling NoneThat fits what we call the Growth tier, which is built for several teams rather than one. I'll come back to that at the end.
- Dana Whitaker NoneFine. Go on, Hannah, show me the contracts. That's the one that worries me most, because the documents are a mess.
- Hannah Lowe NoneRight, contracts. These are the service contract documents from your drive: maintenance, cleaning, lift servicing and so on. I'll ask: which service contracts for the office buildings end within the next two quarters?
- Dana Whitaker NoneOh. That's a proper list. There's one in there I didn't know was ending so soon.
- Hannah Lowe NoneAnd it's pulled the end date from the document itself, not from a field someone typed in. If the clause is buried on a later page, it still finds it.
- Dana Whitaker NoneDoes it handle scans? Half of ours are scanned PDFs from years ago.
- Hannah Lowe NoneTo be precise, it depends on the scan. Clean scans that have been through text recognition are fine. Poor ones I'd want to test properly with a sample of yours before I promised anything. I'll add that to the list of things to check with real files.
- Dana Whitaker NoneThat's fair. I'd rather know now than find out in month three.
- Sophie Ling NoneWhich is why we do the demo on your own data rather than a tidy sample. The awkward documents are the useful ones.
- Dana Whitaker NoneMm. Can I ask about the lease-renewal calls? My managers record those and then nobody listens again. What would the brain do with them?
- Hannah Lowe NoneLet me show you a page. Pages are summaries the brain builds and keeps up to date. This one is for a single building. It pulls the contract end dates, the last few tickets and the themes from the renewal calls, all on one screen.
- Dana Whitaker NoneHold on. Scroll back up. That line about the tenant being unhappy with response times, where did that come from?
- Hannah Lowe NoneFrom the call two weeks before the renewal conversation. Each statement on the page links back to its source, the same way as in the chat.
- Dana Whitaker NoneOkay, that's the thing. If my operations lead can open this before a renewal call, that's an hour saved each time. Probably more.
- Sophie Ling NoneAnd it's the same page for everyone, so the finance team and the field team are looking at the same facts.
- Dana Whitaker NoneWhich would make for a quieter Monday meeting, honestly.
- Hannah Lowe NoneNow, the other thing in Growth is the dashboards builder. Let me show you quickly, because I suspect your leadership team will want numbers rather than prose.
- Hannah Lowe NoneSo here I've built a small one in a couple of minutes: open tickets by building, next to renewals due. You pick the question, pick how you want it shown, and save it. Anyone with access sees it, and it reads from the same indexed records.
- Dana Whitaker NoneCan my people build those themselves, or do I need someone technical?
- Hannah Lowe NoneThe short answer is they can. The longer answer is that I'd suggest one person owns it at first, so the dashboards stay consistent and don't multiply. Someone like an operations analyst, if you have one.
- Dana Whitaker NoneI have someone who would absolutely love that job. She'd probably cry with happiness.
- Sophie Ling NoneGood, because that's the person who tends to make a rollout stick.
- Dana Whitaker NoneCan I ask something different? What stops someone seeing a contract they shouldn't? Some of those service contracts have pricing in them that I don't want every manager reading.
- Hannah Lowe NoneGood question, and I want to be careful here. The brain respects the access you set up. You decide which groups can see which sources. I'd want to go through exactly how that maps onto your drive permissions with your IT team, rather than give you a loose answer on a demo call.
- Dana Whitaker NoneThat's fine. I'll get a colleague in IT onto the next conversation. He'll have questions.
- Hannah Lowe NonePlease do. I'd rather he asked them early. If there's something I'm not sure of, I'll check with our security lead and come back in writing.
- Dana Whitaker NoneGood. Right, I've got a worry about effort. How much of this lands on my team during the setup? They have day jobs.
- Sophie Ling NoneMostly on the connectors side, and it's lighter than people expect. Hannah's team does the build. What we need from you is access to the systems and someone who can answer questions about what the data means.
- Hannah Lowe NoneA concrete example: when we connect the helpdesk, someone has to tell us what your ticket categories actually mean, because every company uses them a little differently. That's a thirty minute conversation, not a project.
- Dana Whitaker NoneThat I can do. I can do that on Monday.
- Hannah Lowe NoneOne more thing to show, if I may. This is search. It's plain keyword search across everything, for when you know the word you want and don't want a sentence back.
- Dana Whitaker NoneTry the name of one of our buildings. Something with a boiler problem.
- Hannah Lowe NoneBoiler, then. There. Tickets, two call recordings and a maintenance contract, all in one list.
- Dana Whitaker NoneThat's quite a lot of things in one list. That would have saved me a Tuesday last month.
- Sophie Ling NoneShall I take the commercial side now, Dana, while you have it fresh? Hannah can stay on for questions.
- Dana Whitaker NoneYes, go on. I'd like to know the number before I start getting too excited.
- Sophie Ling NoneSensible. So I'll be straightforward. For Growth, as we've scoped it from what you've told us, the total value of the deal is £62,000. That's the whole deal value, implementation included. It is not a yearly subscription figure, and I don't want it to be mistaken for one.
- Dana Whitaker NoneOkay. So how does that split between the setup and what I'd pay each year afterwards?
- Sophie Ling NoneI'll set that out line by line in the proposal so that you're not working it out from a call. I'd rather give you a written breakdown than a rough one off the top of my head.
- Dana Whitaker NoneFair enough. Is there room in it? I'm not asking for a miracle, I'm just asking.
- Sophie Ling NoneThere's a little flexibility in a first term, depending on scope and timing. Let's get the scope right first, and I'll come back to you with something concrete.
- Dana Whitaker NoneRight. The thing is, my leadership won't look at this until the new year. The date I've been working to is 16 Jan 2026. If it's not decided by then, it slips into the next budget cycle and I'll be back in spreadsheets until summer.
- Sophie Ling NoneThat's the date I've pencilled in too, 16 Jan 2026, so we're lined up. It means we need the proposal with you well before the holidays, and the security conversation done in parallel rather than after.
- Dana Whitaker NoneAgreed. What do you need from me to make that happen?
- Sophie Ling NoneThree things. A short list of the systems you'd want connected first, the colleague in IT on a call with Hannah, and a view of who in your leadership team signs this off, so that I'm talking to the right person early.
- Dana Whitaker NoneThe last one is easy. It goes to our finance director and the chief executive. I'll introduce you properly once the numbers are in front of me.
- Hannah Lowe NoneAnd from my side, I'll send the architecture diagram showing where everything sits inside your Snowflake account, along with a plain-English note on access and refresh timing, so your IT colleague has something to read.
- Dana Whitaker NoneLovely. Can we also do a second session? I'd like my operations leads to see it and ask their own questions. They'll ask things I haven't thought of.
- Sophie Ling NoneOf course. We'll get that booked in for a couple of weeks from now, so that you've got time to pull the people together. I'll send some options.
- Dana Whitaker NonePerfect. And thanks, both. I came in sceptical and I'm leaving a bit less so, which is about the best I can say about any demo.
- Hannah Lowe NoneI'll take that. Thanks, Dana. Speak soon.
- Sophie Ling NoneThanks Dana, have a good weekend. Speak soon.
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