Bubbly Creek Logistics / BG-Demo – Proposal
Callcompleted
Bubbly Creek Logistics · 2 Mar 2026 17:45
Jordan Pike took Dana Pulaski and Brent Olson through the Enterprise proposal at £155k. Brent said price is the sticking point. Security review, connectors and a 10 Apr 2026 paperwork target were discussed.
What was said
What this says
As at Fri 9 Oct 2026Jordan Pike took Dana Pulaski and Brent Olson through the Enterprise proposal at £155k. Brent said price is the sticking point. Security review, connectors and a 10 Apr 2026 paperwork target were discussed.
What happened: Jordan walked the Enterprise scope and the proposal, which he put at £155k with implementation included. He declined to give the one-off and subscription split on the call and promised it in writing.
Customer view: Brent said price is what would make this a yes, because it is the number he must defend to the board. Dana was worried about hitting the connector limit in year one and is dreading the security review.
Commercial: Enterprise includes twenty connectors, SSO and SCIM and the dashboards builder. Dana named the helpdesk, call recorder, CRM and accounting system, with dispatch to be confirmed. Quarterly billing was raised and left open for finance.
Watch: Brent's finance team wants to see the terms before he signs, and any discount needs the VP Sales first. The target for paperwork is Friday 10 April 2026, which Brent called tight but possible.
Themes
As at Fri 9 Oct 2026Theme
Enterprise proposal and price
Importance
upsell
Sentiment
mixed
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike sends the breakdown and order form draft to Brent Olson's finance team by the agreed Thursday.
- Dana Pulaski sends a clean connector list and a dashboards session on the customer's own data is booked.
- Jordan Pike gets the VP Sales on the call before any discount is put in writing.
Risks
As at Fri 9 Oct 2026- Brent says price is the deciding factor and he must defend it to the board.
- Security review is a worry for Dana and needs the solutions engineer involved early.
- Dispatch connector was unconfirmed at first and the connector list was described as messy.
Opportunities
As at Fri 9 Oct 2026- Enterprise scope fits the five or six connectors Dana named, with room to add more as an add-on.
- Quarterly billing on request could ease the cash flow concern.
Transcript
Jordan PikeHey Dana, hey Brent. Can you both hear me okay?
Dana PulaskiYes, loud and clear. Brent's still sorting his headset.
Brent OlsonI'm here, sorry, I was on another line. Go ahead.- Jordan PikeNo problem. So, to be transparent, the agenda is simple. We go through the proposal, we walk the Enterprise scope, and then I want to hear what would make this a yes for you both. I've got us down for about forty minutes, so we're on time.
- Brent OlsonGood, because I've got a board pack due and I can't be late. Dana, did you send the scope document?
- Dana PulaskiSent it Friday. Did it land? It's the one with the connector list at the back.
- Jordan PikeIt landed, I've got it open. Here's where we are. The proposal is for the Enterprise tier, and the whole deal comes to £155,000, implementation included.
- Brent OlsonRight. How much of that is the one-off part and how much is the subscription?
- Jordan PikeGood question. I'd rather give you the split from the order form than guess on a call. I'll send the breakdown in writing. The implementation is a fixed fee, one-off.
- Dana PulaskiCan we talk connectors first? Our team is worried we'll hit the limit in year one.
- Jordan PikeTotally fair. Enterprise includes twenty connectors, and you can add more as an add-on. Which systems do you want on day one?
- Dana PulaskiThe helpdesk, the call recorder, our CRM, and the accounting system. Probably dispatch too, but I'd have to check with ops.
- Jordan PikeThat's five or six, which fits. Let's flag dispatch as to be confirmed so nobody's surprised later.
- Brent OlsonLet me push on security. Our IT people will ask about SSO before they sign anything.
- Jordan PikeThey will, and they should. Enterprise includes SSO and SCIM, and we'll run the security review with you. Our solutions engineer leads that side. I'd rather they answer the detail than me.
- Dana PulaskiHonestly, that's the part I've been dreading. Our security people are very particular.
- Jordan PikeThen let's get them involved early. So, what would make this a yes? Is it price, timing, or security?
- Brent OlsonPrice, if I'm honest. That's the number I'll have to defend to the board.
- Jordan PikeI hear you. Discounts apply to the first term only, and I want our VP Sales on the call before I put any number in writing. I'm not going to guess.
- Brent OlsonFine. Dana, can you send me a clean connector list?
- Dana PulaskiYes, tonight. It's a bit of a mess, sorry.
- Jordan PikeDon't apologise, we'll tidy it our side. Okay, next steps. I send the breakdown and the order form draft by end of the week. Dana, you send the connector list. Brent, tell me the board date.
- Brent OlsonEarly April. I'll check the calendar, I don't have it in front of me.
- Jordan PikeGot it. If we can get paperwork moving for Friday 10 April 2026, we're in good shape. Is that realistic?
- Brent OlsonTight but possible. My finance team will want to see the terms before I sign anything.
- Jordan PikeOf course. I'll loop them in on the breakdown.
- Dana PulaskiJordan, one more thing. Our team wants to see the dashboards again before we commit.
- Jordan PikeYes, let's book that. Enterprise includes the dashboards builder, and I'd want it run on your own data, not a sample.
- Brent OlsonFine by me.
- Jordan PikeSorry, I was checking the order form template while we talked. Brent, you've got a question on the term length?
- Brent OlsonYes. Annual in advance, is that the only option?
- Jordan PikeAnnual in advance is standard. Quarterly billing is available on request, and the terms are thirty days. I'll put that in the breakdown so you have it in writing.
- Dana PulaskiQuarterly would help with cash flow on our side.
- Brent OlsonI'll take it to finance. Let's see what they say.
- Jordan PikePerfect. Let's keep that open.
- Dana PulaskiSorry, we got pulled into a call with ops. Dispatch is confirmed, by the way. It's going on the list.
- Jordan PikeBrilliant, that's one less thing. Anything else before we wrap?
- Brent OlsonNo. My one ask is that the breakdown lands by Thursday, so I have time to read it.
- Jordan PikeThursday it is. I'm going to be transparent again: I'd like a clear answer from your side by end of the month, so we can plan the implementation slot.
- Dana PulaskiThat's reasonable. We'll be ready.
- Brent OlsonThanks, both.
- Jordan PikeThanks, Brent. Thanks, Dana. Talk soon.
- Dana PulaskiThanks, speak soon.
- Jordan PikeSorry, I'm still with you. One last thing from me: the breakdown will come with the order form, not separately, so it's all in one place.
- Dana PulaskiPerfect. Thanks, Jordan.
- Brent OlsonThanks. Bye both.
- Jordan PikeBye, speak soon. Thanks, Jordan.
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