Bayard Lane Payments / BB-Demo – Proposal
Callcompleted
Bayard Lane Payments: documents · 2026-01-29 15:00
Proposal call on 29 Jan 2026 for a Growth tier brain with eight connectors. The customer's Head of Merchant Success and CFO sounded aligned, subject to finance sign-off. Price was quoted as list with a possible discount.
What was said
What this says
Current to 12 Oct 26Proposal call on 29 Jan 2026 for a Growth tier brain with eight connectors. The customer's Head of Merchant Success and CFO sounded aligned, subject to finance sign-off. Price was quoted as list with a possible discount.
What happened: Jordan Pike walked Monique Fairley and Elliot Rosen through the proposal, implementation, training and pricing. Both customer attendees asked practical questions and the call ended with an order form promised that afternoon.
Commercial: Growth was quoted at sixty-two thousand pounds all-in for year one, implementation plus subscription, invoiced upfront. Jordan offered a small discount if they closed by the early-February date, pending his VP.
Customer view: Monique said she and Elliot are aligned but she needs to check with Keith in finance. The outcome is not shown: this is a proposal, not an executed order form.
Watch: Jordan quoted four weeks for the build, whereas Growth implementation is normally eight weeks. Eight connectors is also the Growth limit, leaving no headroom.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the order form and implementation plan the same afternoon.
- Monique Fairley to share the order form with Keith in finance and raise any questions.
- Jordan Pike to confirm the discount with his VP and introduce Amara as CSM for implementation.
Risks
Current to 9 Oct 26- Approval still sits with Keith in finance, and no order form is shown as signed.
- The four-week build quoted differs from the standard eight weeks for Growth implementation.
- The discount depends on a VP check and a close by the early-February date.
Opportunities
Current to 9 Oct 26- Premium support add-on was raised as an option for faster response times.
- Eight connectors sits at the Growth limit, so additional connectors are a likely later add-on.
- A training day was promised, which supports early adoption and value by spring.
Transcript
Jordan Pike NoneHi Monique, Elliot, thanks for making the time. I've got forty-five minutes, and I'd like to walk through the proposal, show you how the brain works with your data, and then talk next steps. Does that work?
Monique Fairley NoneYeah, perfect. We've been really interested to see how this could help merchant success.- Jordan Pike NoneGreat. So here's the opportunity: right now, your merchant success team is juggling tickets from Zendesk, calls from the recorder, volumes from Salesforce. It's all siloed. The brain pulls that together into one queryable layer, so you're not stitching things together by hand anymore. Your team asks questions and gets answers.
Elliot Rosen NoneWhat does implementation look like? How long are we talking?- Jordan Pike NoneFour weeks. We connect your Salesforce, your call recorder, Zendesk, and the other systems you've identified. Eight connectors all-in. Our team handles the build, your team points us at the data, and we go live.
- Monique Fairley NoneAnd training, do you walk our people through how to use it?
- Jordan Pike NoneAbsolutely. We run a training day with your team: shows you the search, the pages, how to ask questions. Most teams are comfortable pretty quickly.
- Elliot Rosen NoneLet's talk money. I assume implementation plus an annual fee?
- Jordan Pike NoneRight. Growth tier is sixty-two thousand all-in for year one. Includes implementation and your subscription, invoiced upfront.
- Monique Fairley NoneIs that the standard price, or...?
- Jordan Pike NoneThat's our list for Growth. To be transparent, I could carve out a small discount if you're able to close by six February. But I'd need to check with my VP. What would make this a yes for you?
- Elliot Rosen NoneWhat does year two look like cost-wise?
- Jordan Pike NoneYear two, you renew at the subscription rate. No implementation fee, you're already live. Same price as long as your users and connectors stay flat.
- Monique Fairley NoneAnd support once we're up and running?
- Jordan Pike NoneYou get quarterly business reviews with your CSM, email and Slack support. If you ever want a named engineer with faster response times, that's a Premium support add-on, but most Growth customers don't need it out of the gate.
- Elliot Rosen NoneWhen would you need an answer?
- Jordan Pike NoneSix February if we want to move on price. Otherwise, I'm flexible, I just want to get you started in early February so you're seeing value by spring. What does your approval process look like?
- Monique Fairley NoneI'll need to check with Keith in finance, but I think Elliot and I are aligned. This looks good to us.
- Jordan Pike NonePerfect. I'll send you an order form and the implementation plan this afternoon. Share it with Keith, let me know if there are any questions, and we'll kick off next week. I'll introduce you to Amara, she'll be your CSM through the implementation.
- Elliot Rosen NoneSounds good. I'll watch for the order form.
- Jordan Pike NoneGreat. Thanks both, really excited to get started. Thanks, Jordan.