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Follow-up from our QBR

Email thread

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

After the 22 Sep 2026 QBR, activity across the 40 licensed users is slightly lower. COO Tyler Brooks asked for the bottom line and delegated the team question to Dana Whitaker; Elena Novak confirmed nothing is needed from him.

What was said

What this says

Current to 11 Oct 26

After the 22 Sep 2026 QBR, activity across the 40 licensed users is slightly lower. COO Tyler Brooks asked for the bottom line and delegated the team question to Dana Whitaker; Elena Novak confirmed nothing is needed from him.

Customer view: Tyler wants a short answer on value and whether he must act, and hands the detail to Dana. He does not express a view on value himself.

Risk: activity is a little lower than last quarter with no clear cause found, and the renewal on 1 Feb 2027 is still ahead.

Next: Elena will send a usage summary by team, then hold a short call with Dana to agree focus teams, and propose a renewal discussion afterwards.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-09-22
Last message2026-09-24

Messages

  1. Elena Novak
    Elena Novak 22 Sep 2026 14:45
    to Dana Whitaker, Tyler Brooks
    Dear Dana, dear Tyler, Thank you for your time today. As agreed, here is a short written summary of the quarterly review, so that we all hold the same record. What we covered: 1. Usage. Activity across your 40 licensed users is a little lower than the previous quarter. We did not find one clear cause, and I would like to understand it with Dana's team before we draw any conclusion. 2. Support. There has been one ticket recently and it was handled in the normal way. Nothing is outstanding from our side. 3. Value. You told me that operations now see tenant tickets, lease-renewal calls and service contracts in one place. I would like to capture a few concrete examples of this, so that the value is written down and not only remembered. 4. Contract. Your term runs to 1 Feb 2027. I will make sure that the renewal conversation starts in good time and that nothing arrives as a surprise. Actions: 1. Elena: send Dana a short usage summary by team, so that we can see where activity has dropped. 2. Dana: tell me which teams you would like to see using the brain more. 3. Elena: propose a time for a renewal discussion once the first two actions are complete. Please correct me if I have missed anything. Jordan is copied so that he has the same picture. Kind regards, Elena Elena Novak Customer Success Manager, EU, BB-Demo
  2. Tyler Brooks
    Tyler Brooks 23 Sep 2026 10:25
    to Elena Novak
    Elena, Thanks for the write-up. What's the bottom line? Are we getting value, and is there anything I need to do? I'll leave the detail to Dana. Dana, please pick up the team question with Elena. Let's keep it moving. Tyler
  3. Elena Novak
    Elena Novak 24 Sep 2026 14:38
    to Dana Whitaker, Tyler Brooks
    Dear Tyler, dear Dana, To confirm the bottom line, as briefly as I can: 1. The brain is in regular use and your account is in good order. There are no open issues on our side and no overdue invoices. 2. Activity is slightly lower than last quarter. That is the one point worth looking at, and it is a question for Dana's team, not a decision for you, Tyler. 3. Nothing is required from you at present. The contract runs to 1 Feb 2027, and I will bring the renewal to you in good time. Dana, to keep this simple, I will send the usage summary by team first. After you have read it, a short call of about thirty minutes should be enough to agree which teams to focus on. I will make sure that the actions from this thread stay on one list that you can see. Kind regards, Elena On 23 Sep 2026, at 10:25, Tyler Brooks wrote: > Thanks for the write-up. What's the bottom line? Are we getting value, > and is there anything I need to do?

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