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Jordan Pike offered demo slots to Caitlin Mercer on 14 Jan 2026. She chose Tuesday at 11:00 Eastern, said she will not buy without a second sign-off person, and asked for a renewal risk signal on a dashboard.

What was said

What this says

Current to 11 Oct 26

Jordan Pike offered demo slots to Caitlin Mercer on 14 Jan 2026. She chose Tuesday at 11:00 Eastern, said she will not buy without a second sign-off person, and asked for a renewal risk signal on a dashboard.

Ask: Caitlin accepted Tuesday at 11:00 Eastern for a demo on her own data. She asked what renewal risk signal the team would see and whether it can sit on a dashboard.

Customer view: Positive and direct, but she is not the final approver: she said she would bring in one more person who signs off. Jordan promised to be straight about what is live today.

Next: Jordan asked for a read-only helpdesk and CRM sample before the demo.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-01-14
Last message2026-01-15

Messages

  1. Jordan Pike
    Jordan Pike 14 Jan 2026 15:02
    to Caitlin Mercer
    Hi Caitlin, Thanks for the time on our last call. Here's where we are: the next step is a demo of the brain on a sample of your own data, so your team can see tickets, usage and renewal calls in one view. To be transparent, I'd like about an hour. Here are a few options: - Tuesday at 11:00 Eastern - Wednesday at 14:00 Eastern - Thursday at 10:00 Eastern Who else should be in the room? What would make this a yes for you? Thanks, Jordan
  2. Caitlin Mercer
    Caitlin Mercer 15 Jan 2026 12:17
    to Jordan Pike
    Hi Jordan, Thanks for sending these. Quick answers: - Tuesday at 11:00 works for me. Wednesday is renewals day, so I'm out. - I want to bring in one more person who signs off on tools like this. I won't buy without them. - What's the signal we'll see for a renewal at risk? Can we get that on a dashboard? Let's operationalise it. Best, Caitlin
  3. Jordan Pike
    Jordan Pike 15 Jan 2026 14:11
    to Caitlin Mercer
    Hi Caitlin, Great. Tuesday at 11:00 Eastern is locked in, and I'll send the invite shortly. Please add your colleague to it. On your dashboard question: yes, I'll show how risk signals sit on a dashboard, and I'll be straight about what's live today and what isn't. One ask: could you share a small, read-only sample from your helpdesk and CRM before Tuesday so I can build the demo on your own data? Thanks, Jordan

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