Next steps after our discovery call
Email thread Copperwick Logistics: documents · sales
After the discovery call, CFO Mike Delaney asked for one all-in number in USD and said nothing moves until he has the USD figure and the ROI. Jordan Pike quoted £62,000 for the whole deal, including implementation.
What was said
What this says
Current to 11 Oct 26After the discovery call, CFO Mike Delaney asked for one all-in number in USD and said nothing moves until he has the USD figure and the ROI. Jordan Pike quoted £62,000 for the whole deal, including implementation.
Ask: Mike Delaney wanted the all-in cost as one number, in USD, and later the ROI case before anything proceeds.
Customer view: Mike is cost-led and controls the decision. Lauren Pacheco did not reply in the thread.
Next: Jordan Pike promised a dollar view from finance and an ROI case built from Copperwick's own loads and shipper data. The £62,000 is the whole deal value including the one-off implementation fee, not an annual price. The Growth scope is proposed but pricing is not final.
The thread
Updated 9 Oct 26Messages
Jordan Pike 4 Feb 2026 18:59Lauren, Mike, Thanks for the time today. Here's where we are. What I heard: you want one view of each shipper across Salesforce, your TMS and support, so reps know the account before the call and Lauren's team isn't stitching reports together by hand. Proposed next steps: - We scope a Growth setup around those three sources, with a demo on your own data. - Lauren and I agree what success looks like, in numbers Mike can check. - We aim to have an order form ready to review ahead of 15 May 2026. To be transparent, the pricing is not final until scope is agreed. What would make this a yes for you both? Thanks, Jordan
Mike Delaney 5 Feb 2026 11:26Jordan, What's the all-in cost? One number, and in USD, what's that? Mike- Jordan Pike 5 Feb 2026 13:58Mike, Fair question. Here's the straight answer. The deal as scoped today is £62,000 in total. That is the whole value of the deal, and it includes the one-off implementation fee, so it is not an annual price. We invoice in GBP, so I'll send you a dollar view from our finance team rather than guess at a rate. On savings, I won't ask you to take our word. Lauren and I will build the ROI case from your own loads and shipper data, and you can check each line. Lauren, can we set up time next week to start on that? Thanks, Jordan
- Mike Delaney 5 Feb 2026 14:43Jordan, OK. Send the USD figure and the ROI. Nothing moves until I have both. Mike