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Copperwick Logistics

Healthy£50kRenews 1 Jun 27

AI facts

As at Fri 9 Oct 2026

Copperwick Logistics holds a Growth subscription at £50k a year, with a £12k implementation fee, under an order form signed on 15 May 2026 for 1 Jun 2026 to 31 May 2027. Active users rose from 15 in Jun 2026 to 32 in Sep 2026 (113%), against 40 licensed users. Renewal falls on 1 Jun 2027, 235 days away, at £50k, and no deal is open. At the 9 Oct 2026 QBR the CFO, Mike Delaney, asked for a one-page ROI before renewal talk.

Read from 11 calls · 18 email threads · 2 tickets · 1 news items · 1 deals · 10 people · 9 documents, newest 9 Oct 26

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitecopperwick.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityChicagoSource: CRM company record
  • Size700 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since1 Jun 2026Source: first executed order form ctr_030_01, signed 15 May 2026 · Growth tier · In the CRM since 8 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage is rising fast, both invoices were paid within terms and support is quiet, with no hard signal. The CFO's demand for a one-page ROI is the renewal's real test. Lauren Pacheco's interest in adding another team is the opportunity.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_030_01, 1 Jun 2026 to 31 May 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal1 Jun 2027Basis: order form ctr_030_01 ends 31 May 2027 · In 235 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jun 2026 to 31 May 2027Source: order form ctr_030_01 (new), signed 15 May 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact9 Oct 2026Call: Copperwick Logistics / BG-Demo – QBR · On 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jun 2026 · 6 connectors configured
  • Licensed seats4032 active users in Sep 2026 · Order form ctr_030_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve sends Mike Delaney a one-page ROI that sets the Growth subscription cost against the questions-by-shipper view and Lauren Pacheco's retention figures. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should send Mike Delaney the one-page ROI he asked for at the 9 Oct 2026 QBR. It should set cost against what changed, show questions by shipper and use Lauren Pacheco's retention figures, because he will not discuss the Growth renewal until he has it.

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

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Copperwick Logistics is on Growth at £50k a year to 31 May 2027, with users and questions rising fast. The CFO, Mike Delaney, wants a one-page ROI before any renewal talk, and Hollie Grieve owes it.

Healthy: Copperwick Logistics holds a Growth subscription at £50k a year under the executed order form signed 15 May 2026, running to 31 May 2027. Renewal falls on 1 Jun 2027, 235 days away.

Active users rose from 15 in Jun 2026 to 32 in Sep 2026 (113%) against 40 licensed, and questions from 139 to 706 (408%). Lauren Pacheco asks 28% of questions, offset by Diana Ortega at 18% and Raj Fischer at 16%.

At the 9 Oct 2026 QBR the CFO, Mike Delaney, challenged forty seats against under nine active users and asked whether the price stays the same. The main risk is a renewal gated on a value case.

Hollie Grieve sends Mike the one-page ROI, with the questions-by-shipper view and Lauren's retention figures, due 9 Oct 2026. Jordan Pike prepares the written renewal terms by 31 May 2027.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kJun 26Jul 26Aug 26Sep 26new£50k£50kJun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_030.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £50k, all paid in terms

Standing Paid upARR Steady

Contracted ARR is £50k on the Growth order form, first booked Jun 2026. CRM, invoices and order form agree. Both invoices were paid within terms. Renewal is 1 Jun 2027 at the same price.

  • Contracted ARR £50k since Jun 2026
  • CRM, invoices and order form agree
  • Renewal 1 Jun 2027 at an unchanged price
The analysis

Recurring revenue: The executed Growth order form gives contracted ARR of £50k, which began in Jun 2026 and has not moved since. It has 40 seats and 8 connectors, with no discount.

Next commitment: Renewal falls on 1 Jun 2027, 235 days after the as-of date. The renewal price is £50k against £50k today, a change of +£0.

Billing: INV-030-0001 (£12k net) and INV-030-0002 (£50k net) were both paid within terms. Nothing is overdue, disputed or credited. CRM ARR, invoiced run rate and order-form ARR are all £50k.

Deals: The one new Growth deal is closed won and owned by Jordan Pike, who is active in HR. No deal is open.

Made from 1 deal · 2 fact tables · 2 invoices

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

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: Growth deal signed, onboarding starts

    Growth negotiation ran through April and May with a CFO wanting ROI and USD cost. The deal was signed on 1 Jun 2026; kickoff and onboarding followed, with connector owners and access still open at quarter end.

    The analysis

    Negotiation: Jordan Pike scheduled a commercial call on 15 Apr 2026. On the 22 Apr 2026 call, Owen Tallis restated £62k as total deal value including implementation, with first-term discount tied to signature by 15 May 2026.

    Champion: After the call, Lauren Pacheco was enthusiastic and asked for a named rollout owner by shipper. Victor Sandoval, the controller, raised invoice accuracy and the open tax question on a London invoice to a Chicago entity.

    Order form: On 13 May 2026 Mike Delaney, the CFO, did not sign. He asked for the all-in cost in USD and for the ROI first.

    Signing and billing: Hollie Grieve confirmed signing on 1 Jun 2026, with a term to 31 May 2027 and forty licensed users. INV-030-0001 for £12k (issued 18 May 2026) and INV-030-0002 for £50k (due 1 Jul 2026) went unanswered in the threads; payment and PO numbers are not shown.

    Onboarding: The 8 Jun 2026 kickoff set the order Salesforce, TMS, support, with margin fields deferred. On 29 Jun 2026 Tyler Nguyen welcomed read-only access but Snowflake, TMS export and helpdesk token depend on other teams.

    Events: Customer Day London invitations on 11 Jun 2026 to Tyler, Mike and Dev Malhotra drew no replies.

    Open at the end: No TMS load owner, no named Snowflake admin, admin rights undecided, duplicate Salesforce shipper records, and Lauren's time-to-value question unanswered in writing.

    Made from 3 calls · 11 email threads

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

  2. Q1 2026

    Q1 2026: Growth deal stalled on CFO's USD ask

    Discovery, demo and proposal for a £62k Growth deal. Lauren Pacheco championed it; CFO Mike Delaney wants USD cost and a line-by-line ROI. Target is 15 May 2026. Nothing was committed by the end of the quarter.

    The analysis

    Discovery: On 4 Feb 2026 Jordan Pike met Lauren Pacheco and Mike Delaney. Reps lack a joined-up shipper view, and Mike pressed on a dollar budget and ROI.

    Pricing: The same day Mike asked for one all-in number in USD. Jordan quoted £62k for the whole deal, including implementation, not an annual price.

    Demo: On 2 Mar 2026 Hannah Lowe showed shipper pages and chat. Lauren said it was what she wanted to see; Tyler Nguyen raised inconsistent shipper names and permissions.

    Proposal: On 27 Mar 2026 Jordan walked Lauren and Mike through the Growth proposal. Mike accepted pounds if the contract fixes the amounts, and wants a correct first invoice.

    Security: Also on 27 Mar 2026 Alice Brewer invited Dev Malhotra, Director of IT Security, to a webinar on 16 Apr 2026. No reply is shown.

    Follow-up: On 30 Mar 2026 Jordan followed up and Mike replied on 31 Mar 2026 wanting USD cost and an ROI case, with no savings taken on trust.

    Open at the end: Hannah owes a security diagram and a row-level permissions answer. Jordan owes the order form draft, a cost answer and the ROI case. The evidence does not show who signs.

    Made from 3 calls · 3 email threads

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

  3. Q3 2025

    Q3 2025: one news item, regulatory notice

    One read in the period: a 30 Sep 2025 news item on a regulatory announcement by Copperwick Logistics. The company says service is unaffected. The content was not disclosed, so any effect on the account is unknown.

    The analysis

    This period holds one read, a news item. There are no calls, email threads or tickets in the period.

    30 Sep 2025 announcement: Copperwick Logistics, a Chicago-based freight brokerage, issued a regulatory announcement that it says relates to its obligations as a broker. It said loads will be booked, tracked and invoiced as before.

    Detail withheld: a spokesperson declined to give further detail. Industry observers quoted call such announcements routine, and the read rates its significance as low.

    Open at the end: the content of the announcement and any effect on record handling or data systems are not known. The read suggests asking the customer contact at the next call whether the announcement changes any record-keeping needs.

    The period shows no customer voice, no usage signal and no commercial discussion.

    Made from 1 news item

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
32up 17 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
706up 567 vs 3 months earlier
Connectors configured · Sep 26
6up 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
15.7 GBup 5.8 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
002040040800Jun 26Jul 26Aug 26Sep 26Included users (40)4070632Jun 26: Active users 15; Licensed seats 40; Questions asked 139Jul 26: Active users 24; Licensed seats 40; Questions asked 444Aug 26: Active users 28; Licensed seats 40; Questions asked 328Sep 26: Active users 32; Licensed seats 40; Questions asked 706

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 32; Licensed seats 40; Questions asked 706. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 261540139
Jul 262440444
Aug 262840328
Sep 263240706
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB410.0 GB820.0 GBJun 26Jul 26Aug 26Sep 26Included connectors (8)15.7 GB62Jun 26: Connectors configured 4; Active admins 2; Data volume 9.86 GBJul 26: Connectors configured 5; Active admins 2; Data volume 12.58 GBAug 26: Connectors configured 6; Active admins 2; Data volume 15.40 GBSep 26: Connectors configured 6; Active admins 2; Data volume 15.69 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 15.7 GB. Basis: product usage, facts.usage_monthly:org_030, signals:org_030.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 26429.86 GB
Jul 265212.58 GB
Aug 266215.40 GB
Sep 266215.69 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since September 2026

Direction Rising

Usage is rising: questions went from 454 to 642 (+41%) over the last 4 weeks against the 4 before, and September 2026 set 12-month peaks. Questions are spread over several people, with Lauren Pacheco at 28%.

  • Questions 454 to 642 (+41%) over the last 4 weeks against the 4 before
  • 32 active users, 80% of the 40 seats
  • 6 of 8 contracted connectors configured
  • Lauren Pacheco asks 28% of questions
The analysis

Recent weeks: Questions rose from 454 to 642 (+41%) and average daily active users from 5.8 to 8.6 (+48%), last 4 weeks against the 4 before. The busiest week ended 25 Sep 2026 with 174 questions, and the week ending 9 Oct 2026 had 155.

Trend: Active users grew from 15 in June 2026 to 32 in September 2026 (+113%), and questions from 139 to 706 (+408%). September 2026 is the peak for users, questions, connectors and records indexed.

Who uses it: Lauren Pacheco and Tyler Nguyen were the admins active in September 2026. Lauren asked 465 of 1,690 questions (28%) over the last 90 days, Diana Ortega 302 (18%) and Raj Fischer 276 (16%).

Against the order form: The Growth order form contracts 40 seats and 8 connectors. September 2026 shows 32 active users (80% of seats) and 6 connectors configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

9 documents in 5 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Copperwick Logistics' pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 41 AI summaries of 44 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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