Booking time to go through the proposal
Email thread Wexmoor Property Group: documents · sales
Lewis Kerr asked to book a proposal walkthrough. Dana Whitaker has read it and broadly agrees, but is unsure the connector section covers all her service contract sources. She proposed Thursday after 14:00 and will bring Tyler for the commercial part.
What was said
What this says
Current to 11 Oct 26Lewis Kerr asked to book a proposal walkthrough. Dana Whitaker has read it and broadly agrees, but is unsure the connector section covers all her service contract sources. She proposed Thursday after 14:00 and will bring Tyler for the commercial part.
Ask: Dana wants to check the connector section before anything else, because service contracts sit in several places.
Customer view: broadly positive, with a coverage question. She wants the detail first without Tyler, who joins for the commercial side.
Next: confirm the slot and be ready to show which service contract sources the connectors cover. Pricing is quoted exclusive of VAT.
The thread
Updated 9 Oct 26Messages
Lewis Kerr 14 Nov 2025 14:58Dear Dana, Thank you for your time on the call. It was useful to hear how your operations team currently pieces together tenant tickets, lease-renewal conversations and service contracts, and I think the brain fits that picture well. To keep things moving, I would like to book a proper walkthrough of the proposal with you. I will take you through the tier I have in mind, what is included in the implementation, and how the connectors to your existing systems would be sequenced. I'll send the written proposal over today so you have it in front of you beforehand. Could you let me know a couple of slots that suit you next week? An hour should be enough. If anyone else on your side should be in the room, please say and I will make sure the agenda covers what they care about. One note on pricing: everything in the proposal is quoted exclusive of VAT, so please bear that in mind when you share it internally. Kind regards, Lewis Lewis Kerr Account Executive, BB-Demo
Dana Whitaker 19 Nov 2025 16:15Hi Lewis, Thanks for the note, and apologies for the slow reply. It has been a busy few days with the portfolio reviews. I have read through the proposal. Broadly it looks right to me, though I want to go over the connector section properly with you, because our service contracts sit in a couple of different places and I am not sure all of them are covered. Thursday afternoon works best for me, anything after 14:00 our time. Friday morning would be my second choice. I will ask Tyler to join for the last part, as he will want to hear the commercial side directly, but I would rather we do the detail first without him. Let me know what suits you. Thanks, Dana Dana Whitaker VP Operations, Wexmoor Property Group