Copperwick Logistics / B-Brain – Negotiation
Callcompleted
Copperwick Logistics: documents · 2026-04-22 14:00
Negotiation call on the £62,000 Growth deal with the CFO, controller and B-Brain's VP Sales present. Discount room is first term only, invoicing must be right first time, and the ROI is due before signature by 15 May 2026.
What was said
What this says
Current to 11 Oct 26Negotiation call on the £62,000 Growth deal with the CFO, controller and B-Brain's VP Sales present. Discount room is first term only, invoicing must be right first time, and the ROI is due before signature by 15 May 2026.
What happened: Jordan Pike hosted on 22 Apr 2026 with Owen Tallis joining for pricing and terms. Victor Sandoval, the controller, took part for the first time on these calls.
Commercial: Owen restated £62,000 as the total deal value including the one-off implementation fee. He said discount room exists on the first term only and comes with a signature by 15 May 2026.
Customer view: Mike Delaney wants the ROI against margin per load and a contract he can budget. Lauren Pacheco frames the value as not walking into shipper calls blind.
Watch: Tax treatment of a UK invoice to a Chicago entity is still open. The evidence does not show whether the deal signed.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike sends the revised order form, invoice schedule and security one-pager.
- Victor Sandoval marks up the invoice schedule once he has the draft.
- Lauren Pacheco sends Mike Delaney the ROI case against margin per load.
Risks
Current to 9 Oct 26- The CFO signs only after the ROI case, so the deal depends on the customer's own margin per load numbers.
- The first-term discount is tied to signature by 15 May 2026 and does not carry forward to renewal.
- The tax treatment of invoices from London to a Chicago entity is unanswered and could slow the controller's sign-off.
Opportunities
Current to 9 Oct 26- Lauren's retention case for shipper-level visibility gives the CFO a business reason to buy.
- Reps see the Salesforce view early, ahead of the TMS and support connectors.
- Quarterly invoicing on request suits the controller's cash planning.