Onboarding sessions: getting dates in the diary
Email thread Wexmoor Property Group: documents · cs
Hamza Akhtar chased Dana Whitaker to book onboarding sessions because few people log in against 40 licensed users. Dana accepted the point, proposed a short session with her first, and has not decided who gets access first.
What was said
What this says
Current to 11 Oct 26Hamza Akhtar chased Dana Whitaker to book onboarding sessions because few people log in against 40 licensed users. Dana accepted the point, proposed a short session with her first, and has not decided who gets access first.
Ask: Hamza wants working sessions for team leads and a shorter one with Dana to agree who gets access first. He offered lighter sessions if the team is stretched.
Customer view: Dana owns the slow start and says she has not pushed her team to log in. She wants practical sessions for team leads only.
Next: Dana is to come back on access priorities before the Wednesday session. Access order is still undecided.
The thread
Updated 9 Oct 26Messages
Hamza Akhtar 11 Mar 2026 14:37Hi Dana, Thanks for making time on the call earlier. I wanted to put the main point in writing so it doesn't get lost. We still haven't got the next onboarding sessions booked, and I'm a bit concerned about that. The brain is set up for Wexmoor, but only a small handful of people are logging in so far. You've bought it for 40 users, so there is plenty of room, and I'd like your operations team to start seeing tenant tickets, lease-renewal calls and service contracts together as soon as we can manage it. Could you let me know which days next week suit you for a working session? I'd suggest one for the team leads who will use it day to day, and a shorter one with you to agree who gets access first. If it's easier, send me two or three slots and I'll fit around them. If the real problem is that the team is stretched at the moment, that's fine, just tell me and we'll shape the sessions to be lighter. Thanks, Hamza Hamza Akhtar Implementation Consultant, BB-Demo
Dana Whitaker 11 Mar 2026 14:57Hamza, Thanks for the note. Yes, it's been a busy few weeks and I've not pushed my team to log in the way I should have. That's on me. Next week is tight but Thursday afternoon could work for the working session. I'd rather keep it to the team leads and keep it practical, as you suggest. Can we do the shorter one with me first, maybe Wednesday, so I know what I'm asking people to do? One thing I'm still unsure about is who gets access first. I'll have a think and come back to you before Wednesday. Dana