Wexmoor Property Group / B-Brain – Check In
Callcompleted
Wexmoor Property Group: documents · 2026-04-30 16:00
Dana Whitaker says lease-renewal questions drive daily use and the account is healthy. She wants a value summary for leadership, dashboards training, and an overdue invoice point passed to her finance controller.
What was said
What this says
Current to 11 Oct 26Dana Whitaker says lease-renewal questions drive daily use and the account is healthy. She wants a value summary for leadership, dashboards training, and an overdue invoice point passed to her finance controller.
What happened: Elena Novak covered usage, support, wants for the coming months and invoices. Dana Whitaker confirmed operations coordinators now use the brain daily, driven by lease-renewal calls.
Customer view: Dana described the core use as one-shot answers on a tenant's complaints, contract end and last contact. She did not know the dashboards builder is included in Growth and asked for training.
Commercial: Dana wants a value summary she can show upstairs ahead of the renewal on 2 Feb 2027. Portfolio managers could be added within the forty licensed users, starting with dashboards.
Watch: A couple of invoices show as overdue on B-Brain's side, and Dana did not know. A nightly refresh ran late one morning and no ticket was raised.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Elena Novak to send a dashboards training date, not on a Friday.
- Dana Whitaker to pass the overdue invoice point to the Wexmoor controller, and Elena to ask B-Brain Finance to write with the detail.
- Elena Novak to prepare the value summary ahead of renewal.
Risks
Current to 9 Oct 26- Leadership will ask what the subscription delivers, and Dana has no better answer yet than 'it's handy'.
- Overdue invoices could colour the relationship if they are not handled as a paperwork matter.
- A late nightly refresh went unreported, so freshness issues may be going unseen.
Opportunities
Current to 9 Oct 26- Dashboards builder training for the coordinators, with a renewals-by-building view as the worked example.
- Portfolio managers can be added within the forty licensed users, starting with dashboards.
- A value summary built from Wexmoor's own calls and tickets can anchor the renewal conversation.