What was said
What this says
As at Fri 9 Oct 2026Jordan 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.
Themes
As at Fri 9 Oct 2026Who 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
- Jordan PikeHi 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.
- Gerald SzaboGood. Let's hear it.
- Jordan PikeOkay. 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.
- Angela KowalskiWhat about training? Will someone show us how to use it?
- Jordan PikeYeah, 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.
- Gerald SzaboWhat's the total cost, and what's the timeline?
- Jordan PikeSo 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.
- Angela KowalskiWhat's included in the implementation?
- Jordan PikeSo 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.
- Gerald SzaboAnd year two? What does renewal look like?
- Jordan PikeYear 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.
- Angela KowalskiIs there any flexibility on the upfront payment? Could we spread it over the year?
- Jordan PikeThe 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.
- Gerald SzaboAnd what about your SLAs? What's the uptime guarantee?
- Jordan PikeWe 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.
- Angela KowalskiWhat if you go down? What's the response time?
- Jordan PikeFirst 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.
- Angela KowalskiOkay, that's helpful. What's the next step?
- Jordan PikeSo 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.
- Gerald SzaboMid-February is our target decision point, so that works.
- Jordan PikePerfect. I'll get the order form to you this week. And I'll be in touch if you have questions. Cheers.