B-Glass
Jordan Pike

Grayling Peak Software / BG-Demo – Discovery

Callcompleted

Grayling Peak Software logo Grayling Peak Software · 30 Mar 2026 16:30

Grayling Peak Software's customer success director and CFO described customer data spread over several systems and agreed to a demo on their own data. Starter was pitched, with a price and check-in cadence that need checking against the price book.

What was said

What this says

As at Fri 9 Oct 2026

Grayling Peak Software's customer success director and CFO described customer data spread over several systems and agreed to a demo on their own data. Starter was pitched, with a price and check-in cadence that need checking against the price book.

What happened: Jordan Pike ran discovery with Mackenzie Pruett and Cody Brenner on 30 Mar 2026. They said booking, ticket and usage data sit in different systems, and agreed a demo on their own HubSpot and helpdesk data.

Customer view: Cody said they cannot easily tell which customer segments are growing and which are churning. Mackenzie named herself, a couple of analysts and the finance director as the likely users.

Commercial: Jordan pitched Starter at twenty-eight thousand a year with a four-week implementation. The Starter v2 list price for new business is £22k, and Starter carries a six-monthly check-in, yet Jordan promised a quarterly one.

Watch: Cody asked about outgrowing Starter, which points to Growth at renewal. The evidence does not show why the quoted price differs from list.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Scattered customer data discovery
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Jordan Pike to send the access request for HubSpot and the helpdesk and book the demo.
  • Jordan Pike to confirm price and check-in terms against the price book before any proposal.

Risks

As at Fri 9 Oct 2026
  • The Starter price quoted on the call differs from the Starter list price of £22,000.
  • A quarterly check-in was promised, but Starter includes a six-monthly check-in.
  • Only the CFO's questions covered cost and upgrade; his buying role is not confirmed beyond that.

Opportunities

As at Fri 9 Oct 2026
  • Cody asked about outgrowing Starter, so Growth at renewal is a natural next engagement.
  • Mackenzie asked for a demo on their own data, a clear step towards a proposal.

Transcript

  1. Jordan Pike
    Jordan Pike
    Mackenzie, Cody, we're looking to close this in mid-June. Let me start by understanding what data challenges you're facing right now.
  2. Mackenzie Pruett
    Mackenzie Pruett
    Yeah, so we run reservation software for outdoor activity operators: ski schools, guides, that kind of thing. Our customers are spread across the country and we track everything: booking data, customer support tickets, usage trends. But it's all in different systems.
  3. Jordan Pike
    Jordan Pike
    So when you want to know how a customer is doing, you're hunting across multiple tools.
  4. Cody Brenner
    Cody Brenner
    Right. And we can't easily answer basic questions, like which of our customer segments is growing and which is churning.
  5. Jordan Pike
    Jordan Pike
    That's exactly what the brain does. It's one query interface over your CRM, your helpdesk, your calls, wherever your customer data lives.
  6. Mackenzie Pruett
    Mackenzie Pruett
    How many of our people would need access?
  7. Jordan Pike
    Jordan Pike
    Tell me. Who are your power users right now? Who's driving growth decisions?
  8. Mackenzie Pruett
    Mackenzie Pruett
    That'd be me, a couple of analysts on my team, and our finance director.
  9. Jordan Pike
    Jordan Pike
    That's five or six people, maybe? Starter tier is fifteen users, so you'd have plenty of headroom. And it costs twenty-eight thousand a year, four-week implementation.
  10. Cody Brenner
    Cody Brenner
    Four weeks, that's the whole thing?
  11. Jordan Pike
    Jordan Pike
    Yep. Includes connectors to your CRM, your helpdesk, your email, and training your team on the interface. Our solutions engineer would run everything.
  12. Mackenzie Pruett
    Mackenzie Pruett
    And how often does it update?
  13. Jordan Pike
    Jordan Pike
    Every morning. So you've always got today's data when you start work.
  14. Cody Brenner
    Cody Brenner
    What if we outgrow this? Is it easy to upgrade?
  15. Jordan Pike
    Jordan Pike
    Yeah. At renewal you can move to Growth if you need more users or more connectors. We'd review usage in a quarterly check-in and you'd decide then.
  16. Mackenzie Pruett
    Mackenzie Pruett
    This is interesting. I'd like to see a demo on our actual data.
  17. Jordan Pike
    Jordan Pike
    Perfect. Let's schedule that for early May. We'll need to connect to your HubSpot and your helpdesk to build the demo, so I'll send over some access requirements.
  18. Cody Brenner
    Cody Brenner
    That works.
  19. Jordan Pike
    Jordan Pike
    Cheers. I'll follow up this week with the access request and we'll get the demo scheduled.

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Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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