Wexmoor and BB-Demo: where we are after the call
Email thread Wexmoor Property Group: documents · sales
Jordan Pike set out the Growth proposal at £62,000 total, including implementation. Dana Whitaker's team is happy with scope but will give a final view in the new year. Lorena Diaz has not yet named the paying entity or PO.
What was said
What this says
Current to 11 Oct 26Jordan Pike set out the Growth proposal at £62,000 total, including implementation. Dana Whitaker's team is happy with scope but will give a final view in the new year. Lorena Diaz has not yet named the paying entity or PO.
Ask: Jordan wants scope questions from Dana and the paying entity and PO number from Lorena, aiming for signature by 16 Jan 2026.
Customer view: Dana says her team is happy with the scope, but she will not rush a final view over the holidays. She thinks the management company pays, but leaves that for Lorena to confirm.
Next: Lorena had not replied by 23 Dec 2025, so billing details remain open. Tyler Brooks was told nothing is needed from him yet.
The thread
Updated 9 Oct 26Messages
Jordan Pike 18 Dec 2025 15:21Hi Tyler, Dana and Lorena, Thanks for the time on the call. Here's where we are, so everyone has the same picture. The proposal is the Growth tier, so your operations and property teams see tenant tickets, lease-renewal calls and service contracts in one place. The total deal value is £62,000, and that includes the one-off implementation fee. I've copied Owen Tallis, our VP Sales, because he signs off on the commercial terms on our side. To be transparent, there are two things I need from you to keep the order form moving: 1. Dana: any remaining questions from your team on scope, so I can answer them before the holidays. 2. Lorena: the exact name of the paying entity and a PO number, if you use one. I would like the first invoice to match your vendor record the first time, so it doesn't sit in a queue. We are aiming to have the order form signed by 16 Jan 2026. What would make this a yes for you before then? Thanks, Jordan
Dana Whitaker 19 Dec 2025 12:15Jordan, Thanks for the summary. My team is happy with the scope as we discussed it. A couple of people are out over the holidays, so I would rather give you a final view in the new year than rush it. On the billing side, Lorena will need to confirm which entity pays. I think it is the management company rather than the group, but she should say so, not me. Lorena, can you reply to Jordan directly when you have a moment? Tyler, nothing needed from you yet. Dana On 18 Dec 2025, at 15:21, Jordan Pike wrote: > The proposal is the Growth tier, so your operations and property teams see tenant tickets, lease-renewal calls and service contracts in one place. > Lorena: the exact name of the paying entity and a PO number, if you use one.- Jordan Pike 23 Dec 2025 14:52Hi all, Quick note before the break. Dana, thanks for the steer on timing. A final view in the new year works for me. Lorena, I haven't seen the paying entity or PO details yet. No rush today, but if you can send them in the next couple of weeks, I can have them on the order form from the start. That way the invoice goes to the right place and doesn't need to be re-issued. The plan is still to get the order form to you in the new year, with signature targeted for 16 Jan 2026. If anything changes on your side, tell me early and I'll adjust. Happy holidays to all of you. Thanks, Jordan