Copperwick Logistics / B-Brain – Check In
Callcompleted
Copperwick Logistics: documents · 2026-09-14 14:30
Check-in on 14 Sep 2026 with Lauren Pacheco. Active users have more than doubled, no support issues, invoices paid. The CFO will join the quarterly review wanting ROI by shipper.
What was said
What this says
Current to 11 Oct 26Check-in on 14 Sep 2026 with Lauren Pacheco. Active users have more than doubled, no support issues, invoices paid. The CFO will join the quarterly review wanting ROI by shipper.
What happened: Hollie Grieve reported that average active users over thirty days more than doubled against the previous quarter, well inside the forty licensed. Lauren is still the heaviest user, but reps now ask questions themselves.
Customer view: Lauren is pleased, and reps use the shipper view before calls instead of searching Salesforce and the TMS. She wants the next group of reps onboarded with a one-pager and a short session.
Commercial: The CFO has asked to be brought the ROI at the quarterly review. A questions-by-shipper view and Lauren's retention numbers are the proof.
Watch: Salesforce changes made without notice are the usual cause of connector breaks.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hollie Grieve to send the questions-by-shipper view and a draft one-pager of useful questions.
- Lauren Pacheco to ask Tyler to give a heads up before Salesforce changes.
- Lauren Pacheco to prepare the retention numbers for the quarterly review.
Risks
Current to 9 Oct 26- The CFO expects ROI evidence at the quarterly review and usage alone may not satisfy him.
- A Salesforce change made without notice could break a connector as more reps join.
Opportunities
Current to 9 Oct 26- A new group of account reps is to be onboarded, which raises active users within the forty licensed.
- A questions-by-shipper view could give the renewal a concrete value case.