Copperwick Logistics logo

Copperwick Logistics

Healthy£50,000Renews 1 Jun 27

AI facts

Current to 11 Oct 26

Copperwick Logistics holds a Growth subscription at £50,000 a year under the order form signed 15 May 2026, running 1 Jun 2026 to 31 May 2027, plus a one-off £12,000 implementation. Both invoices were paid within terms. Active users rose from 15 in June 2026 to 32 in September 2026 against 40 licensed users. Renewal is 235 days away and happens only by written agreement. At the 9 Oct 2026 QBR the CFO asked for a one-page ROI before any renewal talk.

Read from 11 calls · 18 email threads · 2 tickets · 1 news items · 1 deals · 6 people · 9 documents, newest 9 Oct 26

AI opinion

Current to 11 Oct 26

Healthy, because usage is climbing fast, connectors rose from 4 to 6 and invoices are paid within terms, with no hard signal. The CFO's ROI condition is the main task before renewal. Opportunity: onboarding the next group of reps within the 40 licensed seats.

AI · claude-opus-5-5 · 11 Oct 2026

Next step

Current to 11 Oct 26
What
Hollie Grieve sends Mike Delaney a one-page ROI in Copperwick's own figures, setting the Growth subscription cost against retention and questions-by-shipper results, and answering the seat utilisation challenge with September usage. renewal
Who
Hollie Grieve Hollie Grieve
When
this_week by 9 Oct 2026
Why
Hollie Grieve should build the one-page ROI that Mike Delaney, the CFO, made a condition of any renewal talk at the 9 Oct 2026 QBR. It should answer his forty-seats challenge with September usage and Lauren Pacheco's retention figures.

AI · claude-opus-5-5 · 11 Oct 2026

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitecopperwick.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size700 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since1 Jun 2026Source: first executed order form ctr_030_01, signed 15 May 2026 · Growth tier · In the CRM since 8 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 11 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_030_01, 1 Jun 2026 to 31 May 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal1 Jun 2027Basis: order form ctr_030_01 ends 31 May 2027 · In 235 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jun 2026 to 31 May 2027Source: order form ctr_030_01 (new), signed 15 May 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact9 Oct 2026Call: Copperwick Logistics / BB-Demo – Qbr · On 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jun 2026 · 6 connectors configured
  • Licensed seats4032 active users in Sep 2026 · Order form ctr_030_01: 40 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

Healthy: usage is climbing fast on a £50,000 Growth contract that runs to 31 May 2027 and is paid within terms, but CFO Mike Delaney wants a one-page ROI before any renewal talk.

Healthy: Copperwick Logistics holds a Growth subscription at £50,000 a year under the executed order form of 15 May 2026, running 1 Jun 2026 to 31 May 2027. Renewal is 235 days away and happens only by written agreement.

Active users rose from 15 in June 2026 to 32 in September 2026, and questions from 139 to 706. Lauren Pacheco asks 28% of questions over the last 90 days, a key-person exposure.

At the 9 Oct 2026 QBR, CFO Mike Delaney challenged forty seats against under nine active users and asked whether the price stays the same. The main risk is that value is not yet proven in Copperwick's own figures.

Hollie Grieve owes Mike a one-page ROI in Copperwick's own figures by 9 Oct 2026, the condition he set for renewal talk. Jordan Pike, the CRM owner, sets out the £50,000 renewal price in writing.

AI · claude-opus-5-5 · 11 Oct 2026

ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£25k£50kJun 26Jul 26Aug 26Sep 26new£50k£50kJun 26: Contracted ARR £50k; Invoiced ARR £50kJul 26: Contracted ARR £50k; Invoiced ARR £50kAug 26: Contracted ARR £50k; Invoiced ARR £50kSep 26: Contracted ARR £50k; Invoiced ARR £50k
One point per month; the dot and figure at the right end are the latest value. Latest (Sep 26): Contracted ARR £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_030.
Show the figures as a table
Contracted ARRInvoiced ARR
Jun 26£50k£50k
Jul 26£50k£50k
Aug 26£50k£50k
Sep 26£50k£50k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Growth tier, Sep 2026: 32 of 40 included users; 6 of 8 included connectors.

Active users · Sep 26
32up 17 vs Jun 26of 40 included on the tier
Questions asked · Sep 26
706up 567 vs Jun 26
Connectors configured · Sep 26
6up 2 vs Jun 26of 8 included on the tier
Active admins · Sep 26
2level vs Jun 26
Data volume · Sep 26
15.7 GBup 5.8 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (40)Right axisQuestions asked
002040040800Jun 26Jul 26Aug 26Sep 2670632Jun 26: Active users 15; Included users (40) 40; Questions asked 139Jul 26: Active users 24; Included users (40) 40; Questions asked 444Aug 26: Active users 28; Included users (40) 40; Questions asked 328Sep 26: Active users 32; Included users (40) 40; Questions asked 706
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 32; Questions asked 706. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (8)Active adminsRight axisData volume
00.0 GB410.0 GB820.0 GBJun 26Jul 26Aug 26Sep 2615.7 GB62Jun 26: Connectors configured 4; Included connectors (8) 8; Active admins 2; Data volume 9.9 GBJul 26: Connectors configured 5; Included connectors (8) 8; Active admins 2; Data volume 12.6 GBAug 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 15.4 GBSep 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 15.7 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 15.7 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.

Documents

Updated 9 Oct 26

9 documents in 5 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Copperwick Logistics' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 41 AI summaries of 44 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 8 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

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

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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