Who they are
Insight
Current to 11 Oct 26Chief Financial Officer at Copperwick Logistics, based in Chicago. He controls the Growth decision and the renewal, and he wants cost in USD and a proven ROI. At the 9 Oct 2026 QBR he questioned forty seats against under nine active users.
Role: Chief Financial Officer in Chicago and the CRM economic buyer. He became a non-admin platform user on 2 Jun 2026, and the record shows four calls and seven email threads.
Influence: He sets the terms on price and proof. He asked for an all-in cost in USD and a line-by-line ROI before signing, and Lauren Pacheco takes the order form to him.
Watch: At the 9 Oct 2026 QBR he challenged forty seats against under nine active users and asked whether the price stays the same at renewal. A one-page ROI gates renewal talk. The evidence does not show a reply to the event or webinar invitations.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Copperwick Logistics | Chief Financial Officer | economic_buyer | mike.delaney@copperwick.example |
Activity
- 9 Oct 2026callCopperwick Logistics / BB-Demo – Qbr
+1
- 24 Sep 2026eventYour renewals, read by the brain
+12
- 13 Sep 2026email_threadInvitation: a webinar on reading your renewals with the brain
- 11 Jun 2026eventBB-Demo Customer Day London
+32
- 4 Jun 2026email_threadInvitation: BB-Demo Customer Day in London
- 13 May 2026email_threadCopperwick order form ready for your signature
- 22 Apr 2026email_threadNext steps after the negotiation call
+2
- 22 Apr 2026callCopperwick Logistics / BB-Demo – Negotiation
+2
- 15 Apr 2026email_threadScheduling the negotiation call
- 30 Mar 2026email_threadFollow-up on the Growth proposal
- 27 Mar 2026callCopperwick Logistics / BB-Demo – Proposal
- 4 Feb 2026email_threadNext steps after our discovery call
- 4 Feb 2026callCopperwick Logistics / BB-Demo – Discovery