Wexmoor Property Group / BB-Demo – Check In

Dana Whitaker's team is doubting the brain after repeat tickets, and her finance team is questioning forty seats. This check-in is the chance to close the open issue and hand her a value case before the 2 Feb 2027 renewal.

Context: The Growth order form sets £50,000 a year to 1 Feb 2027, matching invoices and the CRM. Usage is the strongest argument. Questions rose from 571 to 740 over the four months to September 2026, and 37 of 40 licensed users were active that month.

Approach: Open on the tickets. Bring the cause, owner and fix date for Dana's open issue before turning to value. Then walk through the one-page value case: the question trend, her lease-renewal example and a seat adoption plan she can show Tyler Brooks and finance.

Watch for: The 21 Sep 2026 QBR described only seven or eight daily users, while monthly active users are 37. Agree which measure goes to finance. Seat options belong to Jordan Pike, so do not negotiate seats on this call.

AI · claude-opus-5-5 · 11 Oct 2026