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Check-in call: finding a time

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

Scheduling thread for a check-in call. Dana Whitaker agreed a Thursday slot and added an agenda item: many of the 40 licensed users are not really using the brain yet.

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Current to 11 Oct 26

Scheduling thread for a check-in call. Dana Whitaker agreed a Thursday slot and added an agenda item: many of the 40 licensed users are not really using the brain yet.

Ask: Dana asked to add how to get more of the operations team asking the brain questions rather than returning to old spreadsheets.

Customer view: she acknowledges that a fair number of the 40 licensed users are not using it yet, which is a candid adoption concern rather than a complaint.

Next: Elena Novak added a separate adoption item and will bring a view by team, then agree a couple of practical steps.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-08-14
Last message2026-08-17

Messages

  1. Elena Novak
    Elena Novak 14 Aug 2026 08:28
    to Dana Whitaker
    Hi Dana, I hope you are well. I would like to arrange our next check-in call, and I am writing early so that we can find a time that works around your calendar. To confirm the agenda I propose: - how your teams are using the brain day to day - anything that has been slow, unclear or awkward since we last spoke - what you would like from us between now and the end of your term on 1 Feb 2027 I am in Amsterdam, so I can offer Tuesday or Thursday next week. Your morning in Chicago is the afternoon for me, which works well. As agreed before, I will send written actions after the call so that nothing depends on anyone's notes. Could you let me know which day suits you? Kind regards, Elena
  2. Dana Whitaker
    Dana Whitaker 17 Aug 2026 13:51
    to Elena Novak
    Elena, Sorry for the slow reply, it has been a busy few days. Thursday works. Late morning my time would be best, I tend to be in meetings earlier than that. The agenda is fine. One thing I would add: we have licences for 40 users and I know a fair number of them are not really using it yet. I would like to talk about how we get more of the operations team asking it questions, rather than going back to the old spreadsheets. Thanks, Dana
  3. Elena Novak
    Elena Novak 17 Aug 2026 15:20
    to Dana Whitaker
    Dear Dana, Thank you, no apology needed. To confirm: Thursday, late morning your time. I will send the calendar invitation this afternoon. I have added your point to the agenda as a separate item on adoption across the 40 licensed users. I will make sure that I bring a view by team, so we can see where use is strong and where it is thin, and then agree a couple of practical steps. If anything else comes to mind before Thursday, just reply here and I will add it. Kind regards, Elena On 17 Aug 2026, at 13:51, Dana Whitaker wrote: > Thursday works. Late morning my time would be best, I tend to be in meetings earlier than that.

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