Onboarding sessions: rearranging
Email thread Wexmoor Property Group: documents · cs
Hamza Akhtar proposed splitting a stalled onboarding session in two. Dana Whitaker agreed, blamed diaries, and said she would confirm a time. She also mentioned an unsettled invoice passed to payables.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar proposed splitting a stalled onboarding session in two. Dana Whitaker agreed, blamed diaries, and said she would confirm a time. She also mentioned an unsettled invoice passed to payables.
Ask: Hamza wants more of the team logged in and offered two shorter sessions, one on lease-renewal calls and one on tenant tickets, with a recording.
Customer view: Dana says nothing is blocking the session apart from diaries and accepts the split. She says the invoice query has gone to payables so it does not get in the way of the rollout.
Next: Dana is to confirm the time by the next day. The evidence does not show whether she did.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 24 Feb 2026 12:53Hi Dana, I wanted to follow up on the working session. We had to leave it unscheduled after the last call, and I haven't managed to pin down a date with your team yet. I'm a little concerned that the longer it sits, the harder it will be to build any habit of using the brain. At the moment only a very small number of people on your side have logged in, and I'd like to get more of the team in so they can see it answer real questions about their own tenants and contracts. Would it help if I split the session into two shorter ones? Perhaps half an hour for the lease-renewal calls and another for tenant tickets, so people can dip in without losing a whole afternoon. I can also record the first one for anyone who can't attend. If there is anything blocking this on your side, please say. It may be something I can sort out quickly, or something I should raise with Elena, who looks after your account. Best, Hamza Hamza Akhtar Implementation Consultant, BB-Demo
Dana Whitaker 25 Feb 2026 09:44Hi Hamza, Apologies, that's on me. The last couple of weeks have been very busy and the session slipped. Nothing is blocking it on our side apart from diaries. Two shorter sessions would be much easier to land, so yes please, let's do that. I'll ask the team to hold Thursday afternoon for the first one. Recording it is a good idea too, as a couple of people are on the road most of the week. I have also passed an invoice query on to our payables team, as I understand it hasn't been settled yet. I don't want that to get in the way of the rollout, so I'll make sure someone picks it up. I'll confirm the time by tomorrow. Thanks, Dana On 24 Feb 2026, at 12:53, Hamza Akhtar wrote: > Would it help if I split the session into two shorter ones?