Onboarding session: confirming a time
Email thread Wexmoor Property Group: documents · cs
Hamza Akhtar chased a missed connector session because the brain holds little of Wexmoor's data. Dana Whitaker proposed Thursday at 14:00, said she will be admin, and flagged an invoice her payables team could not match.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar chased a missed connector session because the brain holds little of Wexmoor's data. Dana Whitaker proposed Thursday at 14:00, said she will be admin, and flagged an invoice her payables team could not match.
Ask: Hamza wanted a day for the connector session and offered to run it with just Dana and one person from IT. He also noted a login ticket that looks like a how-to question.
Customer view: Dana apologised for the missed invite and moved quickly to Thursday at 14:00 with IT present. She raised the unmatched invoice early, saying she does not want it to become a thing while they are getting started.
Next: the session needs to run, and the PO reference for the invoice needs to reach BB-Demo finance.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 10 Mar 2026 08:10Hi Dana, Following on from our last call, I wanted to check where we have got to with the connector session. I sent an invite for yesterday and it has not been accepted, so I am assuming it did not suit. I am conscious we are well into the first weeks of your subscription and the brain still has very little of your own data in it. The number of people using it is still very low, which is what I would expect while nothing is connected, but I would rather fix it than watch it drift. Could you tell me by the end of the week which day you can do? I can be flexible on the time, and I can run it with just you and one person from IT if that is simpler. Also, one of your team raised a ticket with us about logging in. I have seen it and it looks like a how-to question, so I will pick that up as well. Thanks, Hamza
Dana Whitaker 10 Mar 2026 09:04Hamza, Sorry, yes, yesterday was a write-off. I should have said. Can we do Thursday at 14:00? I have confirmed with IT and they can be there for the first hour at least. If it runs over I will stay on. One other thing, and I am not sure whether it is yours to answer. Our accounts payable team mentioned a BB-Demo invoice they could not match. I have asked them to send you whatever they need, but if there is a PO reference you want me to chase from our side, let me know. I do not want that to become a thing while we are still getting started. On the admin, I think it will be me for now. I would rather have a name against it than keep putting it off. Thanks, Dana