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Wexmoor QBR: summary and next steps

Email thread

Wexmoor Property Group: documents logo Wexmoor Property Group: documents · cs

Elena Novak sent Dana Whitaker and Tyler Brooks the written QBR summary: usage up, two tickets handled, a £50,000 subscription to 1 Feb 2027, nothing outstanding. No customer reply in the thread.

What was said

What this says

Current to 11 Oct 26

Elena Novak sent Dana Whitaker and Tyler Brooks the written QBR summary: usage up, two tickets handled, a £50,000 subscription to 1 Feb 2027, nothing outstanding. No customer reply in the thread.

Customer view: the thread holds only BB-Demo's account, which reports adoption growing and headroom within the 40 licensed users. Neither Dana nor Tyler has replied, so agreement is not shown.

Commercial: the subscription runs until 1 Feb 2027 and Elena promised to raise renewal well ahead of time. Tyler, the Chief Operating Officer, prefers to stay out of the detail, so the decision-maker is not close to the account.

Next: Elena is to send Dana a date for the next check-in.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2026-06-30
Last message2026-06-30

Messages

  1. Elena Novak
    Elena Novak 30 Jun 2026 08:21
    to Dana Whitaker, Tyler Brooks
    Dear Dana, dear Tyler, Thank you both for your time at the quarterly business review. As agreed, I am sending the written summary so that everyone has the same record. To confirm, the headline is a positive one. Active use of the brain has grown clearly compared with the previous quarter, and the operations team is now asking questions across tenant tickets, lease-renewal calls and service contracts in one place, which is what Wexmoor bought it for. Dana, your team is clearly the driver of this, and I would like to thank them. The points we covered, as I understood them: First, adoption. Usage is rising steadily across the licensed users, and there is still headroom within the 40 licensed users on the Growth tier. I will make sure that we keep an eye on who is asking questions, so that the value does not depend on only a few people. Second, support. There were two tickets in the last month, one of them marked high priority. Both were handled, and I will make sure that you receive a short note from me if anything similar recurs. Third, the commercial position. Your subscription of £50,000 a year runs until 1 Feb 2027, and nothing is outstanding on invoices. There is nothing to decide today. I will come back to you on renewal well ahead of time, and I will not surprise you with anything. Fourth, next steps. Dana, I will send you a proposed date for our next check-in separately, so you can choose a time that suits your team. Tyler, I understand you prefer to stay out of the detail, so I will keep your involvement to the moments that need you, and I will route the day-to-day through Dana. If I have misunderstood anything above, please correct me and I will update the record. Kind regards, Elena Elena Novak Customer Success Manager, EU BB-Demo

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