What was said
What this says
As at Fri 9 Oct 2026Proposal call on 29 Jan 2026 for a Growth tier brain with eight connectors. The customer's Head of Merchant Success and CFO sounded aligned, subject to finance sign-off. Price was quoted as list with a possible discount.
What happened: Jordan Pike walked Monique Fairley and Elliot Rosen through the proposal, implementation, training and pricing. Both customer attendees asked practical questions and the call ended with an order form promised that afternoon.
Commercial: Growth was quoted at sixty-two thousand pounds all-in for year one, implementation plus subscription, invoiced upfront. Jordan offered a small discount if they closed by the early-February date, pending his VP.
Customer view: Monique said she and Elliot are aligned but she needs to check with Keith in finance. The outcome is not shown: this is a proposal, not an executed order form.
Watch: Jordan quoted four weeks for the build, whereas Growth implementation is normally eight weeks. Eight connectors is also the Growth limit, leaving no headroom.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the order form and implementation plan the same afternoon.
- Monique Fairley to share the order form with Keith in finance and raise any questions.
- Jordan Pike to confirm the discount with his VP and introduce Amara as CSM for implementation.
Risks
As at Fri 9 Oct 2026- Approval still sits with Keith in finance, and no order form is shown as signed.
- The four-week build quoted differs from the standard eight weeks for Growth implementation.
- The discount depends on a VP check and a close by the early-February date.
Opportunities
As at Fri 9 Oct 2026- Premium support add-on was raised as an option for faster response times.
- Eight connectors sits at the Growth limit, so additional connectors are a likely later add-on.
- A training day was promised, which supports early adoption and value by spring.
Transcript
- Jordan PikeHi Monique, Elliot, thanks for making the time. I've got forty-five minutes, and I'd like to walk through the proposal, show you how the brain works with your data, and then talk next steps. Does that work?
- Monique FairleyYeah, perfect. We've been really interested to see how this could help merchant success.
- Jordan PikeGreat. So here's the opportunity: right now, your merchant success team is juggling tickets from Zendesk, calls from the recorder, volumes from Salesforce. It's all siloed. The brain pulls that together into one queryable layer, so you're not stitching things together by hand anymore. Your team asks questions and gets answers.
- Elliot RosenWhat does implementation look like? How long are we talking?
- Jordan PikeFour weeks. We connect your Salesforce, your call recorder, Zendesk, and the other systems you've identified. Eight connectors all-in. Our team handles the build, your team points us at the data, and we go live.
- Monique FairleyAnd training, do you walk our people through how to use it?
- Jordan PikeAbsolutely. We run a training day with your team: shows you the search, the pages, how to ask questions. Most teams are comfortable pretty quickly.
- Elliot RosenLet's talk money. I assume implementation plus an annual fee?
- Jordan PikeRight. Growth tier is sixty-two thousand all-in for year one. Includes implementation and your subscription, invoiced upfront.
- Monique FairleyIs that the standard price, or...?
- Jordan PikeThat's our list for Growth. To be transparent, I could carve out a small discount if you're able to close by six February. But I'd need to check with my VP. What would make this a yes for you?
- Elliot RosenWhat does year two look like cost-wise?
- Jordan PikeYear two, you renew at the subscription rate. No implementation fee, you're already live. Same price as long as your users and connectors stay flat.
- Monique FairleyAnd support once we're up and running?
- Jordan PikeYou get quarterly business reviews with your CSM, email and Slack support. If you ever want a named engineer with faster response times, that's a Premium support add-on, but most Growth customers don't need it out of the gate.
- Elliot RosenWhen would you need an answer?
- Jordan PikeSix February if we want to move on price. Otherwise, I'm flexible, I just want to get you started in early February so you're seeing value by spring. What does your approval process look like?
- Monique FairleyI'll need to check with Keith in finance, but I think Elliot and I are aligned. This looks good to us.
- Jordan PikePerfect. I'll send you an order form and the implementation plan this afternoon. Share it with Keith, let me know if there are any questions, and we'll kick off next week. I'll introduce you to Amara, she'll be your CSM through the implementation.
- Elliot RosenSounds good. I'll watch for the order form.
- Jordan PikeGreat. Thanks both, really excited to get started. Thanks, Jordan.