Dana Whitaker
Person
Wexmoor Property Group: documents · champion
Dana Whitaker is VP Operations at Wexmoor Property Group, platform admin and the account's champion. She asks 16% of questions in the last 90 days. She now questions seat value and reports repeat tickets, ahead of the 2 Feb 2027 renewal.
Who they are
Insight
Current to 11 Oct 26Dana Whitaker is VP Operations at Wexmoor Property Group, platform admin and the account's champion. She asks 16% of questions in the last 90 days. She now questions seat value and reports repeat tickets, ahead of the 2 Feb 2027 renewal.
Role: VP Operations in Chicago, CRM champion and the platform admin since 2 Feb 2026. She runs day-to-day adoption, raised most tickets and is BB-Demo's main contact for the Growth subscription.
Influence: she shapes the renewal. Her COO Tyler Brooks delegates team questions to her, and her finance team is asking about the value of forty seats. She has asked what options exist on seat numbers.
Watch: she asks 17% of the organisation's questions over 12 months, so value leans on one person. Her 30 Sep 2026 message says this is the third ticket in a month and her team doubts the brain. She wants a named owner and next step.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wexmoor Property Group | VP Operations | champion | dana.whitaker@wexmoor.example |
Activity
- 23 Oct 2026callWexmoor Property Group / BB-Demo – Check In
- 30 Sep 2026email_threadSupport follow-up on your open ticket
- 29 Sep 2026ticketUrgent: main connector is down
- 28 Sep 2026ticketDuplicate records in search results
- 22 Sep 2026email_threadFollow-up from our QBR
+1 - 21 Sep 2026callWexmoor Property Group / BB-Demo – Qbr+1
- 16 Sep 2026ticketHelpdesk connector not syncing
- 15 Sep 2026email_threadQuarterly review: scheduling
- 24 Aug 2026callWexmoor Property Group / BB-Demo – Check In
- 14 Aug 2026email_threadCheck-in call: finding a time
- 13 Aug 2026ticketInvoice inquiry and renewal information
- 4 Aug 2026email_threadNotes from our check-in
- 3 Aug 2026callWexmoor Property Group / BB-Demo – Check In
- 29 Jul 2026email_threadFinding a time for our next check-in
- 30 Jun 2026email_threadWexmoor QBR: summary and next steps
- 29 Jun 2026callWexmoor Property Group / BB-Demo – Qbr
- 22 Jun 2026email_threadScheduling your quarterly business review
- 17 Jun 2026ticketLease data not syncing from contracts system
- 16 Jun 2026ticketDashboard timing out on load
- 5 Jun 2026callWexmoor Property Group / BB-Demo – Check In
- 3 Jun 2026email_threadScheduling our check-in
- 30 Apr 2026callWexmoor Property Group / BB-Demo – Check In
- 22 Apr 2026email_threadArranging a check-in call
- 31 Mar 2026callWexmoor Property Group / BB-Demo – Training
- 25 Mar 2026email_threadGetting training dates booked for the Wexmoor team
- 19 Mar 2026callWexmoor Property Group / BB-Demo – Onboarding
- 13 Mar 2026callWexmoor Property Group / BB-Demo – Onboarding
- 11 Mar 2026email_threadOnboarding sessions: getting dates in the diary
- 10 Mar 2026ticketOnboarding progress and refresh delays
- 10 Mar 2026email_threadOnboarding session: confirming a time
- 5 Mar 2026callWexmoor Property Group / BB-Demo – Onboarding
- 27 Feb 2026callWexmoor Property Group / BB-Demo – Onboarding
- 25 Feb 2026email_threadOnboarding session: connector set-up
- 24 Feb 2026email_threadOnboarding sessions: rearranging
- 20 Feb 2026callWexmoor Property Group / BB-Demo – Onboarding
- 17 Feb 2026email_threadOnboarding sessions: finding a time
- 13 Feb 2026callWexmoor Property Group / BB-Demo – Onboarding
- 11 Feb 2026email_threadOnboarding session scheduling
- 6 Feb 2026email_threadKickoff follow-up and next steps
- 5 Feb 2026callWexmoor Property Group / BB-Demo – Kickoff
- 3 Feb 2026email_threadKickoff scheduling for the Wexmoor brain
- 16 Jan 2026email_threadWexmoor order confirmed and start
- 18 Dec 2025email_threadWexmoor and BB-Demo: where we are after the call
+2 - 18 Dec 2025callWexmoor Property Group / BB-Demo – Negotiation+2
- 20 Nov 2025email_threadWexmoor proposal: summary and next steps
- 20 Nov 2025callWexmoor Property Group / BB-Demo – Proposal
- 14 Nov 2025email_threadBooking time to go through the proposal
- 4 Nov 2025email_threadFollow-up: Wexmoor second demo and proposal
- 3 Nov 2025callWexmoor Property Group / BB-Demo – Demo
- 30 Oct 2025email_threadScheduling the second demo for Wexmoor
- 17 Oct 2025email_threadFollow-up from Thursday's demo: Wexmoor and the brain
- 17 Oct 2025callWexmoor Property Group / BB-Demo – Demo
- 9 Oct 2025email_threadSetting up your demo
- 22 Sep 2025email_threadFollowing up on our discovery call
- 19 Sep 2025callWexmoor Property Group / BB-Demo – Discovery
- 17 Sep 2025email_threadScheduling our discovery conversation
- 18 Aug 2025dealWexmoor Property Group – New