Copperwick Logistics - Proposal v1
Documentdraft Copperwick Logistics · proposal · draft · 20 Mar 2026
Internal draft proposal for the Growth tier, dated 20 Mar 2026, not yet shared with the customer. Annual subscription £50k, billed in advance; total first-year deal amount £62k including implementation. No discount applied. No availability % or P1 time is stated.
What it says
What this says
As at Fri 9 Oct 2026Internal draft proposal for the Growth tier, dated 20 Mar 2026, not yet shared with the customer. Annual subscription £50k, billed in advance; total first-year deal amount £62k including implementation. No discount applied. No availability % or P1 time is stated.
What it is: an internal draft proposal by Jordan Pike for Copperwick Logistics, Chicago. It states "Not yet shared with the customer" and lists internal review as the first next step.
Commits: nothing binding, as it is a draft. It sets the annual Growth subscription at £50k and a total first-year deal amount of £62k, which "includes the one-off implementation fee; it is not the annual price". Implementation is a fixed fee over eight weeks.
Unusual: service levels are described only as "standard Growth service levels", with no figures. Connectors would carry a go-live commitment in days, but no connector dates are given.
Not settled: the final connector list, whether US data residency is wanted, who the first admins are, and the implementation fee as a separate figure. The evidence does not show that it was later sent or signed.
As found in this document
As at Fri 9 Oct 2026- Price£50,000Source: the AI read of this record
- Growth subscription£50,000 annual, billed in advanceSource: the AI read of this record
- Total deal amount (first year, including implementation)£62,000Source: the AI read of this record
- ImplementationA fixed-fee implementation over eight weeksSource: the AI read of this record
- Nightly refreshcomplete by 07:00 customer local time on business daysSource: the AI read of this record
- DiscountNo discount is applied in this draftSource: the AI read of this record
- Connector go-liveEach connector promised in the order form will carry a go-live commitment in daysSource: the AI read of this record
The document
Body
Copperwick Logistics - Proposal v1
Draft for internal review. Not yet shared with the customer.
Prepared for: Copperwick Logistics, Chicago Prepared by: Jordan Pike, Account Executive, US, BG-Demo Customer success manager: Hollie Grieve Date: Friday 20 March 2026
Context
Copperwick Logistics is a truckload and intermodal freight brokerage serving Midwest shippers. Today the team pieces together a view of each shipper by hand across Salesforce, its transport management system and support. To be transparent, that is the problem we are here to fix: one place to ask about a shipper and get an answer from all three.
Copperwick would be one of BG-Demo's first US customers, and we want to get it right.
What we propose
The Growth tier of the brain, built and run inside Copperwick's own Snowflake account. Here's where we are on scope:
Read the whole document (2,857 characters)
- Connectors for Salesforce, the transport management system and the support system, within the Growth connector allowance.
- Pages, chat and search across the connected data.
- The dashboards builder, so Copperwick's teams can build their own views of each shipper.
- Quarterly business reviews with the customer success manager.
- User access up to the Growth user allowance.
- Nightly refresh, complete by 07:00 customer local time on business days.
Implementation
A fixed-fee implementation over eight weeks, covering connector design, the initial load and training for Copperwick's first users. Each connector promised in the order form will carry a go-live commitment in days.
Pricing
| Item | Amount |
|---|---|
| Growth subscription, annual, billed in advance | £50k |
| One-off implementation fee | Included in the deal amount below |
| Total deal amount (first year, including implementation) | £62k |
The annual subscription price is £50k. The deal amount of £62k is the total value of the deal and includes the one-off implementation fee; it is not the annual price. No discount is applied in this draft.
Service levels
The standard Growth service levels apply: availability at the Growth commitment, with service credits for availability, and the Growth first response time for a P1 issue. Premium support and the Sandbox are not part of this proposal.
Open points
- Confirm the final list of connectors with Copperwick's IT team.
- Confirm whether Copperwick wants dedicated US data residency as an add-on.
- Agree who at Copperwick will be the first admins.
- Review of this draft by BG-Demo before it goes out.
Next steps
- Internal review of this draft.
- Share the proposal with Copperwick and walk through it on a call. What would make this a yes?
- Agree the order form under the MSA.
- Start implementation once the order form is signed.
Sign-off
Jordan Pike, Account Executive, US, BG-Demo
Thanks, Jordan
Unusual terms
As at Fri 9 Oct 2026- Draft, not shared with customer
- Service levels stated without figures
- Deal amount includes implementation fee