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Demo arrangements and security questions

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Bubbly Creek Logistics logo Bubbly Creek Logistics · sales

Jordan Pike set out an Enterprise proposal at £155k with a target decision date of 10 Apr 2026. Dana Pulaski said her CFO wants it split into one-off and recurring parts, and IT will send security questions.

What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike set out an Enterprise proposal at £155k with a target decision date of 10 Apr 2026. Dana Pulaski said her CFO wants it split into one-off and recurring parts, and IT will send security questions.

Ask: Jordan positioned Enterprise as the fit for a company-wide rollout and asked what would make it a yes. Dana asked for the figure split into one-off and recurring before her CFO signs off.

Customer view: Dana called the position clearer. A CFO approval step and an IT security review are both in play.

Next: Jordan to send the split and Hannah Lowe to expect IT's question list. The £155k is a proposal figure, an open item, not executed paper.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-02-13
Last message2026-02-16

Messages

  1. Jordan Pike
    Jordan Pike 13 Feb 2026 16:52
    to Dana Pulaski
    Hi Dana, Good to get the demo on the calendar. Here's where we are: Enterprise is the right fit for a company-wide rollout like yours, and the proposal is at £155,000 with a target decision date of 10 Apr 2026. Hannah is copied because she runs our security reviews, so she can answer your IT team's questions directly. What would make this a yes for you? Thanks, Jordan
  2. Dana Pulaski
    Dana Pulaski 16 Feb 2026 11:36
    to Jordan Pike
    Jordan, Thanks, that is clearer. Our CFO will want the figure split into the one-off and the recurring part before he signs off, so please send that when you can. Our IT team has security questions, so Hannah should expect a list from them. Dana

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