Follow-up from our call
Email thread Muskwa Insurance Group: documents · sales
After a call on 2 Apr 2026, Jordan Pike promised a Growth quote. Alexa Fraser, the COO, said the finance director must be involved before Muskwa moves forward. Jordan agreed and said he would send the quote.
What was said
What this says
Current to 11 Oct 26After a call on 2 Apr 2026, Jordan Pike promised a Growth quote. Alexa Fraser, the COO, said the finance director must be involved before Muskwa moves forward. Jordan agreed and said he would send the quote.
Ask: Jordan committed to a Growth quote, and Alexa asked for a call with the finance director before moving forward.
Customer view: Alexa and Dylan Tremblay are not yet committing. Finance sign-off is a gate, and Jordan's reply suggests cost will be the main question.
Next: the thread does not show that the quote was sent or that a finance call was booked.
The thread
Updated 9 Oct 26Messages
Jordan Pike 2 Apr 2026 16:45Hi Dylan and Alexa, Thanks for taking the time to chat this afternoon. Great to hear more about what you're working on at Muskwa and where the gaps are in your data setup right now. Here's where we are: I'll put together a Growth quote for you. I'll have that over by early next week, and then we can talk through what it looks like for your team. Thanks, Jordan
Alexa Fraser 2 Apr 2026 17:33Hi Jordan, Thanks for that. Dylan and I wanted to flag something, we'll need our finance director in on the conversation before we move forward. Can we set up a time next week for him to join? Alexa- Jordan Pike 7 Apr 2026 09:43Hi Dylan and Alexa, No problem. I'm happy to have your finance director on the call. To be transparent, the cost is pretty straightforward: let me get the quote to you, then we can loop him in and see what would make this a yes for Muskwa. I'll send that over today. Thanks, Jordan