Following up on discovery and the Enterprise scope
Email thread Nickajack Mutual Insurance · sales
After discovery, Jordan Pike proposed Enterprise at a deal total of £155k. CFO Wesley Calhoun will not look at the figure until set-up fee and subscription are on separate lines. Jordan agreed and targets 22 Jan 2027.
What was said
What this says
As at Fri 9 Oct 2026After discovery, Jordan Pike proposed Enterprise at a deal total of £155k. CFO Wesley Calhoun will not look at the figure until set-up fee and subscription are on separate lines. Jordan agreed and targets 22 Jan 2027.
Ask: Wesley said finance will not approve anything without the set-up fee and subscription shown separately. He has not commented on the £155k total.
Customer view: a gating condition from a finance decision-maker, not a rejection. The security review timeline is still unagreed, and Wesley did not reply on it.
Next: Jordan sends the split breakdown and aims to close by Fri 22 Jan 2027. That is a plan, not a commitment from the customer.
The thread
Updated 9 Oct 26Messages
Jordan Pike 27 Jul 2026 11:17Hi Shonda and Wesley, Thanks for the discovery call. Here's where we are: the scope points to Enterprise, with SSO and an executive sponsor included. The deal total is £155,000, and I'll show how it breaks down. Could we agree a timeline for the security review? I'm happy to start with the questions your team has. Thanks, Jordan
Wesley Calhoun 30 Jul 2026 10:18Jordan, Thanks. Before I look at the figure, I need the set-up fee and the subscription shown on separate lines. Our finance team will not approve anything without that. Regards, Wesley Calhoun- Jordan Pike 31 Jul 2026 13:33Hi Wesley and Shonda, Fair ask, Wesley. I'll send a breakdown with the set-up fee and the subscription on separate lines, so your finance team can check each one. What would make this a yes for you? If we can agree the security review timing, I'm aiming to close by Friday 22 Jan 2027. Thanks, Jordan