Wexmoor Property Group / B-Brain – Onboarding
Callcompleted
Wexmoor Property Group: documents · 2026-02-27 16:30
On 27 Feb 2026 Dana Whitaker said adoption was slow, only two sources were connected and her boss had asked what the money was buying. Hamza Akhtar set a plan to land the tenant history question.
What was said
What this says
Current to 11 Oct 26On 27 Feb 2026 Dana Whitaker said adoption was slow, only two sources were connected and her boss had asked what the money was buying. Hamza Akhtar set a plan to land the tenant history question.
What happened: Dana opened by saying she was concerned, as the contract was signed on 2 Feb 2026 and only she and one regional lead use the brain. Two of eight connectors are in use, and access requests stalled with IT.
Customer view: She still believes in the product but cannot yet show value. An overdue invoice, stuck on the customer side, led her boss to ask what they were getting.
Commercial: Hamza put the Growth subscription at fifty thousand a year and flagged renewal on 2 Feb 2027. Dana's success test is property managers using it unprompted before renewal calls.
Watch: The call recorder was promised for the following week and SharePoint the week after, subject to access. Elena and Jordan were to be told about the invoice.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza to book an hour with the customer's systems administrator on Tuesday or Wednesday for the call recorder.
- Hamza to flag the overdue invoice to Jordan, the account owner, and Elena, the customer success manager, and send the data note for general counsel.
- Hamza to send Dana a weekly note with questions asked, people active and records indexed.
Risks
Current to 9 Oct 26- Dana's boss has questioned what the subscription delivers, and the renewal on 2 Feb 2027 will turn on that answer.
- Usage is limited to Dana and one regional lead, with the team in lease season and short of time.
- An invoice flagged overdue by the customer's finance team remains open.
Opportunities
Current to 9 Oct 26- Three or four leasing managers as first users could make the tenant history question land.
- Six unused connectors on Growth leave room to deepen the brain once access is granted.