Wexmoor Property Group / BB-Demo – Proposal
Callcompleted
Wexmoor Property Group: documents · 2025-11-20 17:00
Proposal call for the Growth tier at a total deal value of £62,000 including implementation. Dana Whitaker sees value in cutting renewal-call prep. Signing is targeted for 16 Jan 2026. Legal and payables are the likely delays.
What was said
What this says
Current to 11 Oct 26Proposal call for the Growth tier at a total deal value of £62,000 including implementation. Dana Whitaker sees value in cutting renewal-call prep. Signing is targeted for 16 Jan 2026. Legal and payables are the likely delays.
What happened: Lewis Kerr presented the Growth tier over tenant tickets, lease-renewal calls and service contracts inside Wexmoor's own Snowflake account. He confirmed the total deal value of £62,000, implementation included, and a signing target of Friday 16 Jan 2026.
Customer view: Dana described the current renewal-call prep as half an hour of someone's morning, every time. Tyler Brooks asked for the bottom line and whether it shows who is about to leave. He liked the honest answer that it would not decide that.
Commercial: Dana expects the master agreement, data protection wording, liability and the paying entity to slow things, not the money. She asked not to buy for people who will not use it, so user numbers may be a later add-on.
Watch: Adoption worry, scanned paper contracts and nightly rather than live refresh were all raised and answered. This is a proposal, not a signed deal.
Themes
Current to 9 Oct 26Theme
Growth tier proposal
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr sends the proposal, line items and master agreement to Dana the same day.
- Dana takes the paper to legal and payables and checks the paying entity.
- Lewis and Dana speak again the following week to pick up questions.
Risks
Current to 9 Oct 26- Legal review of the master agreement, data protection and liability wording could push signing past 16 Jan 2026.
- Dana fears low adoption after the first fortnight, as with earlier tools.
- Older scanned service contracts may read poorly and need re-scanning.
Opportunities
Current to 9 Oct 26- Cutting renewal-call preparation to a single question is a clear value case for Growth.
- Extra users or a connector can be added later and co-termed.
Transcript
Lewis Kerr NoneHello Dana, can you hear me alright? I can see you on the list but no picture yet.
Dana Whitaker NoneHi Lewis. Yes, loud and clear. Hang on, the camera's being stubborn. There, is that better?- Lewis Kerr NoneMuch better. You're mid-morning and I'm well into my evening, so forgive me if I start to fade. How's the week been?
- Dana Whitaker NoneBusy. We've had a run of lease renewals all land together, so the team's been on the phones since Monday. Nothing unusual for this time of year, honestly. I'm just glad it's nearly Thanksgiving.
- Lewis Kerr NoneAh, of course, you've got that coming up. We don't have the same break, I'm afraid. It's just a Thursday here.
- Dana Whitaker NoneLucky you. Or not. Tyler said he'd be a few minutes behind, by the way. He's finishing another call.
- Lewis Kerr NoneNo problem at all. Shall we start with the bits that are really for you and bring him in when he arrives? I'd like to confirm what we're putting in front of you today, so you can tell me if I've got it wrong.
- Dana Whitaker NoneYeah, go on.
- Lewis Kerr NoneSo the proposal you've got is the Growth tier. The aim is one brain over your tenant tickets, your lease-renewal calls and your service contracts, running inside your own Snowflake account, so operations can ask one question and get one answer. And the date you've been working to is signing by the middle of January. Is that still right?
- Dana Whitaker NoneMm. Yes. Tyler's been clear he'd like it settled before the new year push, but realistically the contract side will take us into January. So the middle of the month is fair.
- Lewis Kerr NoneGood. That's what I have in the system, Friday 16 January 2026. I'm not going to pretend it's carved in stone, but it's the date I'm working to.
Tyler Brooks NoneHi, sorry, sorry. Tyler here. Quick check on time, how long have we got? I've got a hard stop.- Lewis Kerr NoneHello Tyler. The slot's booked for a little under forty minutes, but I can be quicker if you need.
- Tyler Brooks NoneLet's keep it moving then. What's the bottom line?
- Lewis Kerr NoneFair. I'll give you the number first and then the shape of it. To put a number on it, the total deal value is £62,000, and that includes the one-off implementation. It's quoted exclusive of any tax, and I'll confirm that position separately once we know which entity is paying.
- Tyler Brooks NoneSixty-two thousand. All in?
- Lewis Kerr NoneAll in for the deal, yes, implementation included. The subscription and the implementation sit as separate lines on the order form, so you can see which is which. I'm not going to give you an annual figure off the top of my head. I'd rather send you the line items in writing today.
- Tyler Brooks NoneFine. Dana, are you happy with the shape of it?
- Dana Whitaker NoneBroadly, yes. I've got a few questions, mostly about what's actually in Growth compared with what we saw in the demos. Lewis, could you walk through the pieces?
- Lewis Kerr NoneOf course. So Growth is built for several teams rather than one. You get the pages, chat and search that you've already seen. On top of that there's the dashboards builder, which your operations analysts would use to put the ticket and renewal views together themselves. There's a quarterly review with your customer success manager, Elena Novak, so we look at usage and value together rather than leaving it to chance. And the connectors cover the three sources you've named, with room to add another.
- Dana Whitaker NoneRight. The tenant tickets sit in our helpdesk. In the demo you pulled a sample across. Once it's live, how fresh is that? Is it nightly, is it live?
- Lewis Kerr NoneNightly. The refresh is complete by 07:00 your local time on business days, so what your team sees in the morning is yesterday's tickets and calls. It's not a live feed, and I'd rather be clear about that now than have it come up in month two.
- Dana Whitaker NoneSeven in the morning is fine. The team starts around then anyway.
- Tyler Brooks NoneDoes any of this need our IT people? Because that's where things go to die.
- Lewis Kerr NoneA little, yes. A colleague in IT would need to grant access to each source, and you'd want a couple of admins on your side who own the day to day. Implementation is a fixed fee, so we work to a plan with Elena rather than by the hour. I'd keep IT's involvement to the front of the project.
- Dana Whitaker NoneThat should be manageable. They'll want to know that nothing leaves our Snowflake account, though.
- Lewis Kerr NoneNothing does. The brain is built and run inside your own Snowflake account, so your data stays where it is and your IT team keeps the keys. That's usually the first thing they ask, so it's worth having them hear it directly.
- Dana Whitaker NoneOkay. Next, the lease-renewal calls. Those are recorded, and tenants are on them. I need to know who can see what, because not everyone in ops should be listening to every negotiation.
- Lewis Kerr NoneSensible. Access follows the source and the groups you set up, so you decide which teams see which calls. We'd settle that at kickoff with Elena, and I'd suggest you start narrow and widen it once you trust it. I'd rather you were cautious on day one than tidy things up afterwards.
- Dana Whitaker NoneYeah, that works for me.
- Tyler Brooks NoneWhat's the point for me? Straight question. I care about tenants staying. Does this tell me who's about to leave?
- Lewis Kerr NoneTo be straight, it won't decide that for you. What it does is put the tickets, the renewal conversations and the service contract in front of your people together, so someone preparing a renewal call can see in one place what the tenant has complained about and what you've promised them. That's where it earns its keep. What you do with it is your team's judgement.
- Tyler Brooks NoneOkay. I like that it's honest. Dana, that's your area, you're closer to it.
- Dana Whitaker NoneIt is. At the moment, before a renewal call, someone opens the helpdesk, then the contract folder, then asks the account manager what was said on the last call. It's half an hour of someone's morning, every time. If that goes down to a question, that's the value for me.
- Lewis Kerr NoneThat's precisely the use case. And on the service contracts I should flag one thing. If a good part of them are scanned paper, the quality of the scan will affect how well the brain reads them.
- Dana Whitaker NoneSome are. The older ones, mostly. Would that be a blocker?
- Lewis Kerr NoneNot a blocker. We'd look at a sample in the first stage and tell you honestly which ones read well and which would need re-scanning. I'd rather find that out in the first weeks than have you find it in a review.
- Dana Whitaker NoneGood. Then how do we get people to actually use it? I've bought tools before that nobody opened after the first fortnight.
- Lewis Kerr NoneIt's the right worry. Elena runs training sessions with the people who'll use it, and the best results come from picking a small group who ask real questions from their real week, not a generic tour. You'd be that group's champion, Dana. Then the quarterly review shows you who's asking and who isn't, so you can go and have a conversation rather than guess.
- Tyler Brooks NoneHow do I know it's working, though? Without reading a report.
- Lewis Kerr NoneThe simplest measure is questions asked, and by whom. If your operations team are asking it things every week, it's working. If it goes quiet, you'll see that early in the review and we'll talk about why. Elena would bring those numbers to you, so you don't have to go looking.
- Tyler Brooks NoneRight. Let's talk paper. What do I actually sign, and for how long?
- Lewis Kerr NoneAn order form under the master agreement. It sets out the tier, the subscription, the implementation fee and the term. If you add users or a connector later, we'd co-term it to your renewal, so you've only got one date to remember. I'll send it over today with the line items, so you can see the numbers in writing rather than taking my word for them.
- Tyler Brooks NoneI don't read the detail. Dana does. Loop in Dana and legal.
- Dana Whitaker NoneFine, I'll take it. I'll want our legal team to see the master agreement as soon as possible, because that's what will slow us down, not the money.
- Lewis Kerr NoneUnderstood. I'll send the master agreement alongside the order form so they're not waiting. Is there anything your legal team has pushed back on before with other suppliers?
- Dana Whitaker NoneUsually data protection wording, and liability. Our payables team will also have views on who gets invoiced. The paying entity isn't always the group, so I'll need to check that.
- Lewis Kerr NoneGood to know, and let's settle that before the order form is signed, not after. It's far easier to get the invoicing details right at the start. I'll leave a clear line for it in the order form.
- Tyler Brooks NoneSo where does this land? Give me the timetable, keep it simple.
- Lewis Kerr NoneSimple version. Today I send the proposal in writing, the line items and the master agreement. Dana takes it to legal and to payables. We speak again next week to pick up any questions. And the aim is to have it signed by Friday 16 January 2026, with kickoff straight after.
- Tyler Brooks NoneThat's fine. Not before Christmas then?
- Lewis Kerr NoneI wouldn't promise that and have you feel rushed. If your legal team comes back quickly I'm very happy to bring it forward, but I'll plan to the January date.
- Dana Whitaker NoneThat's realistic. Honestly, with the year-end close, mid-January is when I can give this proper attention.
- Tyler Brooks NoneGood. Let's keep it moving. Anything else from me, Lewis? I need to drop.
- Lewis Kerr NoneOnly that Dana is the person I'll work with day to day, and I'll copy you on the order form so you can sign when it's ready. Thank you for making the time.
- Tyler Brooks NoneAppreciate it. Thanks.
- Dana Whitaker NoneBefore you go, one last one. Do we need to commit to a number of people up front? I don't want to buy for people who won't use it.
- Lewis Kerr NoneGrowth covers several teams with a defined number of users, and that should comfortably cover operations and property management to begin with. I'm not going to ask you to buy beyond what the usage supports. If it turns out you need more, we add it later and co-term it. Let's see what the first few months look like.
- Dana Whitaker NoneGreat. Then I think we're done.
- Lewis Kerr NoneI'll send that over today. Thanks Dana, and enjoy Thanksgiving. Speak soon.
- Dana Whitaker NoneYou too, Lewis. Speak next week. Bye.
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