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Setting up your demo

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

Mostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.

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Current to 11 Oct 26

Mostly logistical. Sophie Ling proposed demo times and Dana Whitaker chose Wednesday at 14:00, starting with the helpdesk and call recorder, and may add service contracts.

Ask: Sophie wants a demo on Wexmoor's own data and asks which sources to focus on, suggesting the helpdesk and call recorder.

Customer view: Dana agrees on both and says lease-renewal calls are where most of her questions come from. She will check whether service contracts on a shared drive can be included.

Next: Dana to confirm which colleagues from the property team join.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-10-09
Last message2025-10-09

Messages

  1. Sophie Ling
    Sophie Ling 9 Oct 2025 12:51
    to Dana Whitaker
    Hi Dana, I'm Sophie, one of the account executives at BB-Demo, and I'm setting up your demo. Thanks for your patience while we sort out the diary. The idea is to show the brain working on your own data rather than a generic example, so you can see tenant tickets, lease-renewal calls and service contracts answered in one place. To do that well, I'd like to confirm which sources you'd like us to focus on. Your helpdesk and the call recorder seem the obvious starting point, but you know better than I do. Could you suggest a time next week? I have space on Tuesday or Wednesday afternoon, around 14:00 your time, and an hour should be plenty. If it's easier for others on your team to join, I'm happy to flex. Kind regards, Sophie Ling Account Executive, BB-Demo
  2. Dana Whitaker
    Dana Whitaker 9 Oct 2025 14:44
    to Sophie Ling
    Hi Sophie, Thanks for getting in touch. Wednesday afternoon works better for me, so 14:00 on Wednesday would be fine. On the sources, I'd start with the helpdesk and the call recorder, as you suggest. The lease-renewal calls are where most of our questions come from, so seeing that working would help me the most. Service contracts live in a shared drive, and I'll check whether we can include some of those. I'll try to have one or two colleagues from the property team on the call. I'll confirm who as soon as I know. Thanks, Dana

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