Bayard Lane Payments / BB-Demo – Discovery
Callcompleted
Bayard Lane Payments: documents · 2025-12-29 14:15
Discovery call on 29 Dec 2025. Monique Fairley and Elliot Rosen described slow, fragmented visibility across partner platforms. Jordan Pike proposed Growth at £62,000 all-in for the first year, and both agreed to a demo on their own data.
What was said
What this says
Current to 11 Oct 26Discovery call on 29 Dec 2025. Monique Fairley and Elliot Rosen described slow, fragmented visibility across partner platforms. Jordan Pike proposed Growth at £62,000 all-in for the first year, and both agreed to a demo on their own data.
What happened: Jordan Pike ran a 41 minute discovery with Monique Fairley and Elliot Rosen. The pain is that merchant success checks each partner's helpdesk, Salesforce and the call recorder separately.
Customer view: Monique said a partner's call spike takes a day or two to notice. Elliot said the business is reactive and is leaving money on the table, though he could not quantify it.
Commercial: Jordan proposed the Growth tier at £62,000 all-in for the first year, about eight weeks to deploy. Salesforce, Zendesk and Gong were named as the connectors.
Watch: Elliot's support is conditional, since he wants a demo and is in if Monique is happy. No value figure was put on the problem.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to run a demo next week on Bayard Lane's own Salesforce and Zendesk data.
- Jordan Pike to send a calendar invite and a one-page Growth tier overview.
- Bring Javier, the Salesforce admin, into the implementation kickoff.
Risks
Current to 9 Oct 26- Elliot Rosen's support depends on seeing a demo and on Monique Fairley being happy.
- The cost of the current gap was not quantified, so no value case exists yet.
- Connector timing depends on the customer's questionnaires and access.
Opportunities
Current to 9 Oct 26- Growth tier proposed at £62,000 all-in for the first year, with about eight weeks to deploy.
- Salesforce, Zendesk and Gong are all standard connectors for the proposed deployment.
Transcript
Jordan Pike NoneHi Monique, Elliot, thanks for taking the time. I've got about forty minutes. I want to understand what you're trying to solve and where we might help. Monique, let me start with you, what's the biggest pain in merchant success right now?
Monique Fairley NoneOK, so the biggest issue is visibility. Each of our platform partners: we work with healthcare software, education platforms: they each have different ticket patterns, different call volumes, different issues. Right now we're logging into each platform's helpdesk separately, checking Salesforce separately, listening to calls on the call recorder. It's just... fragmented.- Jordan Pike NoneSo if a partner's having a spike in issues, how do you know that?
- Monique Fairley NoneWe don't, not until someone tells us. We're not in their tickets every day. If there's a call spike, it takes a day or two for us to realise there's a problem. By then, the partner's frustrated.
- Jordan Pike NoneGot it. And Elliot, from your perspective, what does this cost the business?
Elliot Rosen NoneIt's hard to quantify, but we know we're leaving money on the table. If we caught issues faster, we could do more upsells, more features, add-ons. Right now we're reactive. Plus, our team spends a lot of time just pulling reports and juggling systems. That's hours every week that could be better spent.- Jordan Pike NoneSo to be transparent, that's exactly what we're built for. We pull data from your CRM, your helpdesk, your calls, all into one queryable layer. So instead of opening three systems, you ask a question once and get an answer. Does that sound useful?
- Monique Fairley NoneYeah, that sounds really useful. How long does something like that take to set up?
- Jordan Pike NoneDepends on your tech stack, but we're looking at about eight weeks. We need to map your Salesforce, your helpdesk, and your call system. Once that's done, it's live, and your team can start asking questions. No training, no new UI to learn, it's just search.
- Elliot Rosen NoneAnd what's the cost?
- Jordan Pike NoneFor you, given your size and complexity, I'm thinking Growth tier. Looking at your setup, that's £62,000 all-in for the first year. What platforms are you connecting to right now?
- Monique Fairley NoneSalesforce, obviously. Zendesk for the tickets. And we use Gong for the call recorder.
- Jordan Pike NonePerfect. All standard connectors. We can have those live inside two weeks technically. The question is your pace with questionnaires and access. Is Javier your Salesforce admin?
- Monique Fairley NoneHe handles most of it, yeah.
- Jordan Pike NoneOK, so we'd need him on the implementation kickoff, and then he and I can move fast. Elliot, any blockers you see?
- Elliot Rosen NoneNot from my side. I'd like to see a demo of what it looks like, but if Monique's happy, I'm in.
- Jordan Pike NoneGreat. So here's what I'm thinking: we do a demo next week on your actual data. I'll walk through what a query looks like, what a dashboard looks like, all using your Salesforce and Zendesk. Does that work?
- Monique Fairley NoneYeah, let's do it.
- Jordan Pike NoneBrilliant. I'll send you a calendar invite and a one-page overview of Growth tier. Any other questions today?
- Elliot Rosen NoneNo, this sounds good.
- Jordan Pike NoneGreat. Thanks both. Speak soon.