What was said
What this says
As at Fri 9 Oct 2026Dana Whitaker said Tyler Brooks signed the order form and asked for confirmation of the start. Jordan Pike confirmed receipt, a first Monday in February start, and a PO and paying entity check for the first invoice.
Ask: Dana wanted confirmation that the signed order form was received and that the start still held, and asked what BG-Demo needs for the connectors.
Customer view: Positive and ready to proceed. Dana is arranging her team for the kickoff.
Next: Elena Novak, the customer success manager, will contact Dana early the following week. Jordan also flagged that Lorena will confirm the paying entity and PO number, and asked Dana to nudge.
The thread
Updated 9 Oct 26Messages
- Dana Whitaker 16 Jan 2026 15:25Jordan, Tyler has signed the order form this afternoon, so we are good to go from our side. Can you confirm you have it and that we are still on for the start at the beginning of next month? I'll make sure the right people in my team are free for the kickoff. Please send me whatever you need from us to get the connectors set up. Dana
- Jordan Pike 16 Jan 2026 18:05Hi Dana and Tyler, Confirmed: we have the signed order form, and thank you both for getting it done today. Here's what happens next. The start is the first Monday in February, as we discussed. Elena Novak, your customer success manager, will be in touch early next week to set up the kickoff and to line up the access we need to your systems. Dana, she will want to talk to whoever on your team will own the connectors day to day. One housekeeping item: I'll ask Lorena to confirm the paying entity and PO number again, so the first invoice matches your vendor record and goes straight through. Dana, a nudge from you would help. To be transparent, the first few weeks are where we need most of your team's time, so please put it in diaries early. Thanks, Jordan