Wexmoor Property Group / B-Brain – Check In
Callcompleted
Wexmoor Property Group: documents · 2026-06-05 14:45
Dana Whitaker reports sharply higher use of the brain, no tickets and no friction. Around eight of forty Growth users are active. She wants engineering and receivables invited. Renewal on 2 Feb 2027 is a long way off.
What was said
What this says
Current to 11 Oct 26Dana Whitaker reports sharply higher use of the brain, no tickets and no friction. Around eight of forty Growth users are active. She wants engineering and receivables invited. Renewal on 2 Feb 2027 is a long way off.
What happened: Elena Novak held a check-in with Dana Whitaker, VP Operations, on 5 Jun 2026. Usage is up, there were no tickets in thirty days, and the account is invoiced as contracted.
Customer view: Dana says the brain replaced three systems and a spreadsheet for tenant, call and service contract questions. She also called the call history a surprise benefit for renewals.
Commercial: Around eight of forty Growth seats are active. Dana named building engineering and accounts receivable as uninvited teams, and said she will want to discuss whether forty seats is right at renewal.
Watch: Dana asks a large share of the questions, so the brain leans on one champion. She also said a change to how service contract renewals are logged may come later in the year, which could break a connector.
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 written summary and propose onboarding slots for engineering and receivables.
- Dana Whitaker to send the list of names to invite by the end of the week.
- Elena Novak to hold a working session on Dana's dashboard before the quarterly review.
Risks
Current to 9 Oct 26- Dana asks a large share of the questions, so the account depends on one champion.
- A planned change to how service contract renewals are logged could stop a connector loading.
- Only around eight of forty Growth seats are active, so value may be questioned at renewal.
Opportunities
Current to 9 Oct 26- Invite building engineering and accounts receivable to use the brain, filling unused Growth seats.
- Dana wants to discuss whether forty seats is right and whether to add teams at the 2 Feb 2027 renewal.