Enterprise, next steps

Email thread

Halberd Point Insurance: documents · sales

After a call, Jordan Pike sent Halberd Point Insurance an Enterprise proposal on 15 Jul 2026 and asked for a walkthrough. CFO Maria Coleman was only mildly interested. There is no customer response to the proposal in the thread.

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What was said

What this says

Current to 11 Oct 26

After a call, Jordan Pike sent Halberd Point Insurance an Enterprise proposal on 15 Jul 2026 and asked for a walkthrough. CFO Maria Coleman was only mildly interested. There is no customer response to the proposal in the thread.

Ask: Jordan asked for a call the following week to walk through the build, timeline and contract terms.

Customer view: Maria, the CFO, wrote "This is interesting" and said to connect once the proposal arrives. Andre Holloway did not write in this thread.

Next: The thread ends with the proposal sent and the call request unanswered. It does not show a price, Enterprise terms or the outcome.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

Typesales

Messages3

First message2026-07-13

Last message2026-07-15

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Messages

Jordan Pike 13 Jul 2026 08:54
to Andre Holloway, Maria Coleman
Hi Andre and Maria, Thank you both for the time on the call. It's clear that enterprise-grade analytics is a priority, and the brain's ability to unify your data across systems is exactly what you need. I'm putting together a proposal and will send it over by end of week. There are a few technical questions Hannah will follow up on separately. Look forward to the next conversation. Thanks, Jordan
Maria Coleman 13 Jul 2026 10:01
to Jordan Pike
Jordan, Thanks for the call. This is interesting. Let's connect on the proposal once we have it. Maria
Jordan Pike 15 Jul 2026 13:21
to Andre Holloway, Maria Coleman
Proposal is attached. I'd like to set up a call for next week: say Tuesday or Wednesday: to walk through the build, timeline and contract terms. Does that work? Thanks, Jordan

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Data	Records
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Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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