What was said
What this says
Current to 11 Oct 26Copperwick's CFO Mike Delaney questioned paying for forty seats with under nine active users and asked for a one-page ROI before any renewal talk. Usage and questions are rising and the connection is stable.
What happened: Hollie Grieve ran the QBR with Lauren Pacheco, Mike Delaney and Tyler Nguyen. Usage is up, support is quiet and the refresh lands on time.
Customer view: Mike opened with the all-in cost and asked in USD. He challenged seat utilisation and rejected anecdotes, asking for cost on one side and what changed on the other.
Commercial: Mike asked whether the price stays the same at renewal. Hollie pointed to the order form and made no promise. Tyler asked about adding another system, which is a scoping question under Growth.
Watch: Value is not yet proven in the customer's own numbers, and the CFO has made the ROI a condition of the renewal conversation. Hollie owes the dollar conversion, the questions by shipper view and the rep one-pager.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hollie Grieve to get the dollar conversion from finance and send it to Mike Delaney directly.
- Hollie Grieve to send the questions by shipper view and the rep one-pager after the call.
- Lauren Pacheco to supply retention figures and the next reps to bring on, then reconvene on the ROI draft.
Risks
Current to 9 Oct 26- The CFO sees forty licensed seats against under nine active users and will not accept anecdotal value.
- Renewal talk is gated on a one-page ROI that depends on the customer's own retention and cost figures.
- He asked whether the price stays the same, so the renewal price is a likely sticking point.
Opportunities
Current to 9 Oct 26- Questions asked have risen sharply and are no longer from one person, which supports a value case.
- Tyler may connect another system, which Growth has room for.
- More account reps are due to be brought on, which would raise seat use.