Wexmoor Property Group / B-Brain – Check In
Callcompleted
Wexmoor Property Group: documents · 2026-08-03 14:30
Dana Whitaker called the renewal an easy call and described a lease-renewal workflow cut from half a day to minutes. She wants a one-page value summary for her finance team, and she raised a possible accounting data source.
What was said
What this says
Current to 11 Oct 26Dana Whitaker called the renewal an easy call and described a lease-renewal workflow cut from half a day to minutes. She wants a one-page value summary for her finance team, and she raised a possible accounting data source.
What happened: Elena Novak's check-in on 3 Aug 2026 covered usage, users and connectors, and the renewal. Average daily active users were about eight on forty licences, up roughly a fifth on the previous quarter, with no tickets raised.
Customer view: Dana says the data is current and the property managers now ask the brain themselves. Her lease-renewal example is a concrete value story.
Commercial: Dana says the renewal is £50k a year and finance will ask what it delivers. Contract runs to 1 Feb 2027, with renewal on 2 Feb 2027. Accounting asked about invoice data, which would be a new connector.
Watch: Dana asks much of the questions herself and worries it would go quiet if she or her ops lead left. Portfolio-wide questions are slow and not yet trusted.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Elena sends a PDF written summary and a short how-to for two regional managers.
- Elena checks the connector allowance, confirms in writing and tells Jordan about the accounting interest.
- Elena drafts the one-page value summary including the lease renewal example.
Risks
Current to 9 Oct 26- Much of the questioning comes from Dana herself, so value is exposed if she or her ops lead leaves.
- Finance will ask what the £50k a year delivers and Dana needs something concrete to show them.
- Portfolio-wide questions are slow and not yet trusted by Dana.
Opportunities
Current to 9 Oct 26- Accounting asked whether the brain could see invoices for service contracts, which would be a new connector.
- The autumn quarterly review could bring in the budget holder from finance to go through the value summary.
- A session for the wider team could spread usage beyond the current eight daily users.