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Copperwick Logistics

Healthy£50kRenews 1 Jun 27
made from

AI facts

Current to 13 Oct 26

Copperwick Logistics holds a Growth subscription at £50k a year under the executed order form of 15 May 2026, running 1 Jun 2026 to 31 May 2027, plus a £12k implementation fee. Active users rose from 15 in June 2026 to 32 in September 2026, a 113% change, against 40 licensed users. The subscription renews only by written agreement, and renewal falls on 1 Jun 2027, 235 days away. At the 9 Oct 2026 QBR, the CFO, Mike Delaney, asked for a one-page ROI before any renewal talk.

Read from 11 calls · 18 email threads · 2 tickets · 1 news items · 1 deals · 6 people · 9 documents, newest 9 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitecopperwick.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size700 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since1 Jun 2026Source: first executed order form ctr_030_01, signed 15 May 2026 · Growth tier · In the CRM since 8 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 13 Oct 2026
CRMmade from

AI opinion

Current to 13 Oct 26

Healthy, because active users and questions asked have risen sharply, connectors grew from four to six, and both invoices were paid within terms. The CFO's demand for a one-page ROI is the gap to close before renewal. Lauren Pacheco's interest in adding another team is the opportunity.

SignalsCopperwick Logistics - Order Form (signed)Copperwick Logistics - Master Services Agreement (signed)Copperwick Logistics / BB-Demo – QbrSetting up a check-in

AI · claude-opus-5-5 · 13 Oct 2026

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Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_030_01, 1 Jun 2026 to 31 May 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal1 Jun 2027Basis: order form ctr_030_01 ends 31 May 2027 · In 235 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jun 2026 to 31 May 2027Source: order form ctr_030_01 (new), signed 15 May 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact9 Oct 2026Call: Copperwick Logistics / BB-Demo – Qbr · On 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jun 2026 · 6 connectors configured
  • Licensed seats4032 active users in Sep 2026 · Order form ctr_030_01: 40 seats
Computedmade from

Next step

Current to 13 Oct 26
What
Hollie Grieve sends Mike Delaney a one-page ROI in USD that sets the Growth subscription cost against monthly active users, questions by shipper and Lauren Pacheco's retention figures. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should send Mike Delaney a one-page ROI in USD, showing seat use and shipper value, because at the 9 Oct 2026 QBR he made it the condition of any renewal conversation and asked whether the price stays the same.

AI · claude-opus-5-5 · 13 Oct 2026

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The story

Current to 14 Oct 26
Healthy

Healthy: Growth at £50k a year to 31 May 2027, with active users up 113% and questions asked up 408% since June 2026. CFO Mike Delaney wants a one-page ROI before renewal talk, and Hollie Grieve owns it.

Healthy, Copperwick Logistics holds a Growth subscription at £50k a year under the executed order form of 15 May 2026, running 1 Jun 2026 to 31 May 2027. It renews only by written agreement, on 1 Jun 2027.

Active users rose from 15 in June 2026 to 32 in September 2026 against 40 licensed, and questions asked from 139 to 706. Lauren Pacheco asked 28% of questions in the last 90 days, a key-person risk.

At the 9 Oct 2026 QBR, CFO Mike Delaney questioned forty seats against under nine active users and asked whether the price stays the same. He has made a one-page ROI the condition of renewal talk.

Hollie Grieve should send Mike a one-page ROI in USD, setting the Growth cost against active users, questions by shipper and Lauren's retention figures, by 9 Oct 2026. Jordan Pike confirms the £50k renewal price.

AI · claude-opus-5-5 · 14 Oct 2026

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£25k£50kJun 26Jul 26Aug 26Sep 26new£50k£50kJun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_030.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
32up 17 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
706up 567 vs 3 months earlier
Connectors configured · Sep 26
6up 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
15.7 GBup 5.8 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
002040040800Jun 26Jul 26Aug 26Sep 26Included users (40)4070632Jun 26: Active users 15; Licensed seats 40; Questions asked 139Jul 26: Active users 24; Licensed seats 40; Questions asked 444Aug 26: Active users 28; Licensed seats 40; Questions asked 328Sep 26: Active users 32; Licensed seats 40; Questions asked 706

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 32; Licensed seats 40; Questions asked 706. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 261540139
Jul 262440444
Aug 262840328
Sep 263240706
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB410.0 GB820.0 GBJun 26Jul 26Aug 26Sep 26Included connectors (8)15.7 GB62Jun 26: Connectors configured 4; Active admins 2; Data volume 9.86 GBJul 26: Connectors configured 5; Active admins 2; Data volume 12.58 GBAug 26: Connectors configured 6; Active admins 2; Data volume 15.40 GBSep 26: Connectors configured 6; Active admins 2; Data volume 15.69 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 15.7 GB. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 26429.86 GB
Jul 265212.58 GB
Aug 266215.40 GB
Sep 266215.69 GB
Usagemade from

Documents

Updated 9 Oct 26

9 documents in 5 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

Not yet analysedNo open deals.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Copperwick Logistics' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 41 AI summaries of 44 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 8 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations225
People at customers862
BB-Demo staff58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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