Copperwick Logistics / B-Brain – Proposal

Callcompleted

Copperwick Logistics: documents · 2026-03-27 16:00

Proposal call on the Growth tier at £62,000 total deal value. The CFO wants amounts fixed in pounds, a line-by-line ROI and a correct first invoice before he signs, with a target of Friday 15 May 2026.

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What was said

What this says

Current to 11 Oct 26

Proposal call on the Growth tier at £62,000 total deal value. The CFO wants amounts fixed in pounds, a line-by-line ROI and a correct first invoice before he signs, with a target of Friday 15 May 2026.

What happened: Jordan Pike walked Lauren Pacheco and Mike Delaney through the Growth proposal on 27 Mar 2026. The £62,000 is the whole deal as scoped, not a yearly price.

Customer view: Lauren wants the shipper view she promised her team, and Jordan wrote it as a named deliverable. Mike will test the ROI line by line and wants the invoice right the first time.

Commercial: Mike asked for a dollar figure and was told B-Brain invoices in pounds. He accepted that, provided the contract fixes the amounts in pounds.

Watch: The close target is Friday 15 May 2026, conditional on the ROI holding and the contract wording. The evidence does not show the outcome.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Themes

Current to 9 Oct 26

Theme

Growth proposal, ROI and invoicing

Importance

neutral

Sentiment

mixed

Voice

decision-maker

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Who was there

B-Brain

CRMmade from

Them

CRMmade from

Follow-up

Next steps

Current to 9 Oct 26

Jordan Pike sends the order form draft with sterling amounts and the access note early the following week.
Mike Delaney reviews the ROI that Lauren Pacheco sent him.
Lauren Pacheco names the customer owner at kickoff.

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Risks

Current to 9 Oct 26

The CFO will only proceed if the ROI holds under his line-by-line review.
An incorrect first invoice would cost trust with a CFO who has been burned by vendors before.
The CFO wants a dollar figure that B-Brain cannot give because it invoices in pounds.

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Opportunities

Current to 9 Oct 26

The Growth tier covers sales, operations and support, with shipper pages and the dashboards builder.
Lauren is a clear champion and will name an owner in operations at kickoff.
A written access list answers the IT lead's only security request.

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Transcript

Not yet analysedThe transcript has not been written yet.

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B-Brain is a fictional company; every organisation and person here is invented. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
B-Brain staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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