Arranging a check-in call
Email thread Wexmoor Property Group: documents · cs
Elena Novak asked Dana Whitaker for a check-in call. Dana agreed to Tuesday or Thursday next week after 14:00 Central, wants to discuss who else should use the brain, and asked that PO questions reach the right person at BB-Demo.
What was said
What this says
Current to 11 Oct 26Elena Novak asked Dana Whitaker for a check-in call. Dana agreed to Tuesday or Thursday next week after 14:00 Central, wants to discuss who else should use the brain, and asked that PO questions reach the right person at BB-Demo.
Ask: Elena proposed a thirty-minute check-in covering day-to-day use, which users and teams to bring in within the 40 licensed users, and anything not working.
Customer view: Dana says the team seems to be getting on well and mostly wants to talk about who else should be using it. She added the invoice reminders as an agenda item.
Next: Elena to confirm a slot and route the PO question to BB-Demo finance.
The thread
Updated 9 Oct 26Messages
Elena Novak 22 Apr 2026 08:16Dear Dana, I hope you are well. I would like to arrange a check-in call with you, as agreed when we last spoke, to look at how the brain is working for your operations team since go-live. To confirm, I suggest we cover: 1. How the team is using it day to day for tenant tickets, lease-renewal calls and service contracts. 2. Which users and teams you would like to bring in next, within the 40 licensed users on your Growth subscription. 3. Anything that is not working as you expected, so that I can pick it up with our team in London. Usage has grown a good deal since the start of the year, which is encouraging, and I would like to hear your own view of it. Could you let me know a couple of times that suit you next week? Thirty minutes should be enough. I will make sure that you receive a short written summary with actions afterwards. Kind regards, Elena
Dana Whitaker 23 Apr 2026 14:42Hi Elena, Thanks for this. Happy to do a check-in. Tuesday or Thursday next week would work, ideally after 14:00 Central, as mornings are packed with site visits. On your list, I would like to add one more item. I know our payables team has been getting reminders from your finance people about open invoices. I will have a word with Lorena on my side, but if you can make sure the right person at BB-Demo is looped in on any PO question, that would help. The team seems to be getting on well with it, from what I hear, so mostly I want to talk about who else should be using it. Speak soon, Dana