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Wexmoor proposal: summary and next steps

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Lewis Kerr summarised the Growth proposal for Dana Whitaker and Tyler Brooks: £62,000 total deal value, not an annual price, ex VAT, target signature 16 Jan 2026. Tyler replied positively and delegated the detail to Dana.

What was said

What this says

Current to 11 Oct 26

Lewis Kerr summarised the Growth proposal for Dana Whitaker and Tyler Brooks: £62,000 total deal value, not an annual price, ex VAT, target signature 16 Jan 2026. Tyler replied positively and delegated the detail to Dana.

Ask: Tyler wants the bottom line and short decision requests. Order form and connector list go through Dana.

Customer view: positive. He cares about one view of tenant tickets and lease renewals.

Next: send the order form draft and written connector list to Dana. The order form draft is an open item until executed.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-11-20
Last message2025-11-20

Messages

  1. Lewis Kerr
    Lewis Kerr 20 Nov 2025 18:20
    to Dana Whitaker, Tyler Brooks
    Dear Dana, dear Tyler, Thank you both for joining today's session. I wanted to put the outcome in writing while it is fresh. What we covered: the Growth tier, the connectors to your tenant ticketing, call recording and service contract sources, and the implementation plan that gets your operations team to a working brain inside your own Snowflake account. To put a number on it, the total deal value in the proposal is £62,000, which is the whole commercial package and not an annual subscription price. As always, that is quoted exclusive of VAT. I am working to a target signature date of 16 Jan 2026, which leaves room for your internal review and for the security questions Dana raised. Next steps from my side: - I will send the order form draft for review, so you can see the terms in full. - I will confirm the connector list in writing, so there are no surprises about what goes live first. - I will hold a slot for a short check-in once Dana has had a chance to read it. Tyler, I know contract detail is not where you want to spend your time, so Dana can be the point of contact and I will keep you to the headline points. If anything in the numbers needs a second look, tell me and I will come back to you the same day. Kind regards, Lewis Lewis Kerr Account Executive, BB-Demo
  2. Tyler Brooks
    Tyler Brooks 20 Nov 2025 19:02
    to Lewis Kerr
    Lewis, Thanks, clear and quick. What's the bottom line? The package is £62,000 in total and the target is mid January. Good. I like where this is going. If it gives my property teams one view of tenant tickets and lease renewals, that is what I care about. Let's keep it moving. I'll leave the detail to Dana. Loop in Dana on the order form and the connector list, and she will tell me if anything needs my attention. Anything that needs a decision from me, keep it to a couple of lines. Tyler

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