Wexmoor Property Group

Billing: From 7 Apr 2026 Rachel Dunmore sent repeated reminders on the £12k implementation invoice and the £50k subscription invoice. Wexmoor's payables could not match either to a PO or paying entity.

Check-in: On 30 Apr 2026 Dana said lease-renewal questions drive daily use. She asked for a value summary ahead of the renewal on 2 Feb 2027 and for dashboards training.

Resolution: On 21 May 2026 Greg Haskins explained the cause on a call, and Rachel reissued the £50k invoice to Wexmoor Management Services LLC with the PO. Payment was released on 29 May 2026. The call treated this as a billing correction, not a dispute.

Usage: On 5 Jun 2026 Dana reported around eight of forty Growth seats active and no tickets. She asked for engineering and receivables to be invited, and she asks a large share of the questions.

Support: Two high-urgency tickets followed. On 16 Jun 2026 a dashboard timed out because of a filter bug in the dashboard builder. On 17 Jun 2026 the lease connector stopped syncing after a schema change, with a first response of 325 minutes.

QBR: On 29 Jun 2026 COO Tyler Brooks questioned the unused seats, then accepted the headroom answer and said it is working. Growth at £50k was confirmed against invoices.

Open at the end: The customer's confirmation of the dashboard fix is not shown. Dana wants seats and teams reviewed at renewal, and no second administrator is mentioned.

Order: Tyler Brooks was sent the Growth order form on 14 Jan 2026 and, per Dana Whitaker, signed it by 16 Jan 2026.

Kickoff: On 5 Feb 2026 Dana asked for tickets first, then calls, then contracts, and wanted use beyond herself.

Onboarding: The helpdesk connector was live on 13 Feb 2026, but on 20 Feb 2026 Dana said the brain was empty while IT access was outstanding. On 27 Feb 2026 her boss asked what the money was buying.

Billing: Reminders on INV-010-0001 (£12k) and INV-010-0002 (£50k) went unanswered until 25 Mar 2026, when Lorena Diaz said she needed a PO number and the £50k invoice was not addressed to the paying entity. This reads as a billing issue, not a value dispute.

Support: A ticket on 10 Mar 2026 reported refresh failures; first response took 413 minutes and the resolution is not visible.

Pressure: On 19 Mar 2026 Dana said about three of forty seats were in use and the CEO had asked twice what it was for.

Training: On 31 Mar 2026 Dana found it more useful than expected, but the regional managers did not attend.

Open at the end: Contracts indexing was partial, only a handful of seats were active, and the evidence does not show either invoice paid.

Demos: Sophie Ling set up the first demo on Wexmoor's own data. It ran on 17 Oct 2025, and Dana Whitaker left a bit less sceptical.

Decision date: Dana's IT lead wanted a live slice of data and the board wanted a decision around mid-January. The decision date was given as 16 Jan 2026.

Second demo: Matteo Ricci, who has picked up the account, ran it on 3 Nov 2025 with Hannah Lowe. Dana brought security questions on region, audit trail and permissions, and was told Growth service credits cover availability, not data freshness.

Value: On 4 Nov 2025 Matteo confirmed £62k is the total deal value including implementation, not the subscription alone. Dana wanted the subscription and implementation split before taking it to the finance director and COO.

Proposal: On 20 Nov 2025 Lewis Kerr walked Dana and Tyler Brooks through it. Tyler replied positively and delegated detail to Dana, and the order form draft remained an open item.

Negotiation: On 18 Dec 2025 Tyler said £62k was more than he had hoped for a first year. Owen Tallis refused a second discount and offered quarterly invoicing, and the renewal price was left open.

Open at the end: The paying entity and PO from Lorena Diaz were unconfirmed on 23 Dec 2025. Legal clearance of the master agreement was pending, and nothing was signed.

Scheduling: On 17 Sep 2025 Priya Raman asked Dana Whitaker for a half-hour discovery call. Dana offered Tuesday at 10:00 Chicago time and no IT attendee was confirmed.

Discovery: On 19 Sep 2025 Priya ran discovery on a pencilled Growth deal of £62k total value, with a target signature of 16 Jan 2026. Tyler Brooks, Chief Operating Officer, left after about fifteen minutes and delegated detail to Dana.

Customer view: Dana wants tenants with repeated issues and a lease up for renewal in one view, across helpdesk, calls and contract drive. She came in sceptical but said she could sell it internally if it starts small.

Proposal: On 22 Sep 2025 Priya recapped the call and recommended Growth at £62k total deal value, with a full proposal to follow. Tyler wants a plain yes or no, and the £62k is a proposed figure, not executed paper.

Open at the end: Dana does not know whether Wexmoor has a Snowflake account, and tenant names differ between sources. Finance and legal need sight of the terms at proposal stage, and Dana must confirm the 16 Jan 2026 timing and the demo attendees. The reads do not show whether the deal signed.