What was said
What this says
As at Fri 9 Oct 2026On the 20 Apr 2026 proposal call, CFO Howard Feinstein asked for the implementation breakdown, renewal terms and a measurable payback before agreeing. Alyssa Greenberg offered to own the Monday time saving.
What happened: Jordan Pike presented a Starter tier proposal at a total deal value of £28k. He said he believed implementation was included but would confirm in writing.
Customer view: Howard Feinstein is the buyer and wants a defensible case. He asked for the saving in hours and what happens in year two, and said a pilot does not help him sign.
Commercial: Quarterly billing would help Howard's cash flow, so it stays open. Jordan had no validated hours figure and offered to measure the Monday ticket work for four weeks after go-live.
Watch: Howard needs his controller, Stanley Kowalczyk, to review the contract, and he declined to promise the target decision date. The record does not show whether the breakdown was sent or what was decided.
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 written breakdown, renewal terms and payback sheet to Howard Feinstein, copying Alyssa Greenberg.
- Jordan Pike to confirm in writing whether implementation is included in the deal value.
- Agree a four-week measurement of the Monday ticket work after go-live.
Risks
As at Fri 9 Oct 2026- BG-Demo has no validated hours saving, and the CFO will not sign without a clear payback.
- It is not confirmed whether the £28k deal value includes implementation, which the CFO will not pay for twice.
- The contract still needs review by the Controller, so the target decision date is not promised.
Opportunities
As at Fri 9 Oct 2026- Alyssa Greenberg has volunteered to own and track the Monday time saving after go-live.
- Quarterly billing on the Starter tier could ease the CFO's cash flow concern.
Transcript
- Jordan PikeHi Howard, hi Alyssa. Jordan here. Thanks for joining, I know your diary is tight. Quick agenda: I'll go through the proposal, then the price and the terms, then whatever you want to push on. Does that work?
- Howard FeinsteinWorks for me. Let's get to the number.
- Alyssa GreenbergHi. Yes, let's do the number, Howard's been asking me about it all week.
- Jordan PikeOkay. So the proposal is for the Starter tier, one team, with the usual setup. The total deal is £28k. I want to be clear that's the deal value, not a per-year number yet, and I'll confirm exactly what's in it.
- Howard FeinsteinDoes that include the implementation? Because I'm not paying for it twice.
- Jordan PikeGood question. I believe it includes the implementation, but I don't want to tell you wrong. I'll confirm that in writing with the breakdown today.
- Howard FeinsteinRight. Send me the breakdown and the renewal terms, not just the total. I need to know what happens in year two.
- Jordan PikeUnderstood. Here's where we are: the subscription is annual and paid in advance, and quarterly billing is available on request. The terms are thirty days.
- Howard FeinsteinOkay. Quarterly would help our cash flow. Let's keep that on the table.
- Alyssa GreenbergHoward, the reason we're looking at this is the tickets. The team spends half of Monday on it.
- Howard FeinsteinI know, Alyssa. That's why I'm asking. I need a case I can defend. What is the saving in hours, and how do we measure it?
- Jordan PikeFair. Let me be honest, I don't have a validated hours figure for your team yet, and I won't make one up. What I'd suggest is we measure the Monday work for four weeks after go-live and compare.
- Howard FeinsteinThat's more honest than most vendors. But a pilot doesn't help me sign today.
- Jordan PikeNo, you're right. So what would make this a yes for you, Howard?
- Howard FeinsteinHonestly? A clear payback, and someone on my side who owns the number after go-live.
- Alyssa GreenbergI can own it. I'll track the Monday time myself.
- Howard FeinsteinGood. Then let's get the breakdown and the payback sheet. I'll review them and come back to you.
- Jordan PikeThat works. I'd like to aim to have a decision by the twenty-second of May, if we can. Is that realistic?
- Howard FeinsteinIt's possible. I'll need Stanley to look at the contract as well, so let's not promise. Send the paperwork and we'll see.
- Jordan PikeUnderstood. I'll send everything today and copy Alyssa. Thanks both, this was really useful.
- Alyssa GreenbergThanks Jordan. Thanks Howard.
- Howard FeinsteinThanks. Speak soon.