B-Glass
Jordan Pike

Tilden Marsh Logistics / BG-Demo – Proposal

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Tilden Marsh Logistics logo Tilden Marsh Logistics · 8 Jan 2026 17:00

Jordan Pike walked Tilden Marsh Logistics through a Growth proposal on 8 Jan 2026: forty users, eight connectors, sixty-two thousand for year one. The CFO named mid-February as the decision point. Order form still to come.

What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike walked Tilden Marsh Logistics through a Growth proposal on 8 Jan 2026: forty users, eight connectors, sixty-two thousand for year one. The CFO named mid-February as the decision point. Order form still to come.

What happened: Jordan Pike set out the Growth scope with quarterly reviews, dashboards and onboarding. Gerald Szabo asked about cost, timeline, renewal and service levels, and Angela Kowalski asked about training and payment terms.

Commercial: Jordan quoted sixty-two thousand for year one covering implementation and the first year's subscription, with about eight weeks to implement. Angela asked to spread the upfront payment and Jordan said he would check quarterly billing.

Watch: Jordan said a data freshness miss is credited against the subscription fee. Growth service credits are for availability only, so the order form should be checked against that promise.

Watch: Jordan also said year two renews at the same subscription price. The evidence does not show whether the order form was sent or signed.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Growth tier proposal terms
Importance
neutral
Sentiment
neutral
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Jordan Pike to send the order form to Angela Kowalski and Gerald Szabo that week.
  • Jordan Pike to confirm with his team whether quarterly billing is possible and reply to Angela Kowalski.
  • Jordan Pike to align the freshness and renewal-price wording with Growth terms before signature.

Risks

As at Fri 9 Oct 2026
  • Jordan Pike promised a credit for missed data freshness, which Growth service credits do not cover.
  • Jordan Pike said the subscription renews at the same price, which the order form must support.
  • The customer wants to spread the upfront payment and quarterly billing is still unconfirmed.

Opportunities

As at Fri 9 Oct 2026
  • Gerald Szabo and Angela Kowalski aligned on a mid-February decision, so a Growth win with an implementation fee is in reach.
  • Renewal reviews of extra users and connectors give a later upgrade path.

Transcript

  1. Jordan Pike
    Jordan Pike
    Hi Angela, Gerald. Thanks for making time. I'm going to walk you through the formal proposal for the Growth tier. It's everything we showed in the demo, plus a few things we should discuss around implementation and support.
  2. Gerald Szabo
    Gerald Szabo
    Good. Let's hear it.
  3. Jordan Pike
    Jordan Pike
    Okay. So the scope is: Growth tier, which is forty licensed users. You can add more later if you want, but that's your starting point. Eight data connectors, so Salesforce, your Xero account, the call recordings, the TMS, we can figure out the exact connectors during implementation. Quarterly business reviews with my team. And dashboards, you can build custom reports yourself.
  4. Angela Kowalski
    Angela Kowalski
    What about training? Will someone show us how to use it?
  5. Jordan Pike
    Jordan Pike
    Yeah, that's built in. We'll do an onboarding session with Brittany and a few key users to walk through the interface, show you how to build dashboards, how to ask questions. And we're available for help during implementation.
  6. Gerald Szabo
    Gerald Szabo
    What's the total cost, and what's the timeline?
  7. Jordan Pike
    Jordan Pike
    So the subscription is an annual fee, that comes due upfront each year. The implementation is a one-time setup fee. All in, we're looking at sixty-two thousand for year one. That covers the full implementation and your first year's subscription.
  8. Angela Kowalski
    Angela Kowalski
    What's included in the implementation?
  9. Jordan Pike
    Jordan Pike
    So we'll handle the connector setup: connecting to your systems, testing the data flow, making sure everything syncs correctly. We'll do the onboarding and training. We'll get you to a point where the team can start using the brain on day one of go-live. The implementation runs about eight weeks from the time you sign.
  10. Gerald Szabo
    Gerald Szabo
    And year two? What does renewal look like?
  11. Jordan Pike
    Jordan Pike
    Year two is just the subscription, no implementation fee. The subscription will renew annually. At renewal, we review whether you want to add more users, more connectors, anything like that. But the base offering, the same forty users, eight connectors, that renews at the same subscription price unless you've signed a multi-year discount.
  12. Angela Kowalski
    Angela Kowalski
    Is there any flexibility on the upfront payment? Could we spread it over the year?
  13. Jordan Pike
    Jordan Pike
    The standard is upfront annually, but I can look at quarterly billing if that's easier for your accounting. Let me confirm that with my team and I'll come back to you.
  14. Gerald Szabo
    Gerald Szabo
    And what about your SLAs? What's the uptime guarantee?
  15. Jordan Pike
    Jordan Pike
    We guarantee 99.5 per cent availability. So basically four hours of maintenance per month. We also refresh your data nightly, complete by seven a.m. your local time each business day. If we miss that, we credit you against your subscription fee.
  16. Angela Kowalski
    Angela Kowalski
    What if you go down? What's the response time?
  17. Jordan Pike
    Jordan Pike
    First response on an issue is within one business hour. So if something goes wrong during your working day, you'll hear from us within an hour. If it's critical, the system's completely down, we're on it immediately.
  18. Angela Kowalski
    Angela Kowalski
    Okay, that's helpful. What's the next step?
  19. Jordan Pike
    Jordan Pike
    So we've got the proposal. Let me send you the order form, that's the legal agreement. You'll need to review it, probably get it to procurement or legal. Once you've got questions on the terms, we'll discuss. And then we'll aim to have it signed before mid-February so we can kick off implementation.
  20. Gerald Szabo
    Gerald Szabo
    Mid-February is our target decision point, so that works.
  21. Jordan Pike
    Jordan Pike
    Perfect. I'll get the order form to you this week. And I'll be in touch if you have questions. Cheers.

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