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Scheduling our discovery conversation

Email thread

Wexmoor Property Group: documents logo Wexmoor Property Group: documents · sales

Logistical thread. Priya Raman asked for a discovery call and Dana Whitaker proposed Tuesday morning at 10:00 Chicago time, with no IT attendee confirmed.

What was said

What this says

Current to 11 Oct 26

Logistical thread. Priya Raman asked for a discovery call and Dana Whitaker proposed Tuesday morning at 10:00 Chicago time, with no IT attendee confirmed.

Ask: Priya wants a half-hour discovery conversation and asks who else on the customer side should attend, such as the CRM or helpdesk owner.

Customer view: Dana is willing and will attend herself. She is unsure whether anyone from IT can join, so the call starts with her alone.

Next: Priya to send the invite for Tuesday at 10:00 Chicago time. The thread does not show the call held or its outcome.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-09-17
Last message2025-09-18

Messages

  1. Priya Raman
    Priya Raman 17 Sep 2025 10:29
    to Dana Whitaker
    Hi Dana, Thanks for taking the time to reply to my note last week. I'd love to get a discovery conversation in the diary, so I can understand how your operations team works today and where the pain sits. From what I've seen, you're trying to get tenant tickets, lease-renewal calls and service contracts into one place, rather than having your team chase them across several systems. That's exactly the sort of thing the brain is built for, but I want to hear it in your words before I say anything about fit. Would half an hour work early next week? Monday or Tuesday morning would suit me, but I'm happy to work around you. To keep momentum, it would also help to know who else on your side should be in the room, for example anyone who looks after the CRM or the helpdesk. Happy to make this easy: just tell me a time and I'll send the invite. Best, Priya
  2. Dana Whitaker
    Dana Whitaker 18 Sep 2025 15:40
    to Priya Raman
    Hi Priya, Thanks for the note, and apologies for the slow reply, it's been a busy week with a couple of lease renewals landing at once. Monday is difficult for me. Tuesday morning is better. Anything after 09:30 Chicago time should be fine, so 10:00 would work if that suits you. I'll be on the call myself. I'm not sure yet whether anyone from IT can join, so let's start with me and see how it goes. I can describe how we handle tickets and renewals now, and you can tell me whether it's something you can help with. If you want anything from me beforehand, let me know and I'll see what I can pull together. Kind regards, Dana

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