Pemaquid Analytics

Start: The Growth term runs from 1 Apr 2026 to 31 Mar 2027, with renewal on 1 Apr 2027. Invoice INV-087-0002 for £50k net was sent on 1 Apr 2026, with no customer response shown.

Kickoff: On 13 Apr 2026 Caitlin was a clear champion, saying renewals were a surprise. Ingrid Solberg required a written gate: no connector before she approves the source and role.

Onboarding: The CRM went live by the 27 Apr 2026 call and a first renewals dashboard was built. The helpdesk waited on an IT permission, and replies from Priscilla Bowen were slow in late April and early May.

Value: On 5 May 2026 Caitlin said she would not promise the board anything without evidence of what the fifty thousand a year buys. On 11 May 2026 the call recorder was connected.

Adoption: On 18 May 2026 daily logins averaged two to three, and older calls were missing from the call recorder. A duplicate distributor records ticket opened on 21 May 2026 and closed without a clear resolution shown.

Training: Sessions on 29 May 2026 and 1 Jun 2026 with Tyrell Haynes went well, and he wants two more colleagues on. A stale records ticket was resolved by a manual sync, confirmed on 10 Jun 2026.

Open at the end: Usage data was not connected, and engineering access was unresolved. Wider rollout and the duplicate records question were also open.

Demo: Jordan Pike set up a demo with Caitlin Mercer on 14 Jan 2026. She said she would not buy without a second sign-off person and asked for a renewal risk view on a dashboard.

Proposal: on 19 Jan 2026 the demo ran on Pemaquid's own data, with a close target of 18 Mar 2026. Tyrell Haynes wanted helpdesk and usage connected first, and security questions on call recordings stayed open.

Commercials: on 9 Feb 2026 Jordan presented Growth at £62k, the total including implementation. CFO Raymond Tsai asked for a payback measure, a one-year term and separate invoices, and on 11 Feb 2026 asked for the split between implementation and subscription.

Negotiation: on 27 Feb 2026 Owen Tallis held the number. Raymond accepted a measurable first ninety days in place of a payback figure, and Kevin Dussault was to review the finance lines before signature.

Order form: on 16 Mar 2026 Sophie Ling sent the order form. Raymond again asked for the split and a payback figure, and Sophie offered a one-page payback summary.

Billing: on 19 Mar 2026 Rachel Dunmore sent Kevin invoice INV-087-0001 for £12k and asked for a PO number. No reply is shown.

Other: Alice Brewer's 3 Feb 2026 roundtable invitation to Ingrid Solberg drew no reply.

Open at the end: the evidence does not show a signed order form, the PO number, or the invoice being paid. The payback case was unresolved.

This period holds one read, the 31 Dec 2025 discovery call with Caitlin Mercer and Raymond Tsai, so the digest reflects that call only.

Need: Caitlin described renewal spreadsheets that take most of a day and are stale the next day. She wants to see what is going wrong before the distributor says so.

Scope and price: Jordan Pike scoped the Growth tier with helpdesk, CRM and call recorder connectors first. He said the deal as scoped is £62k in total, including the one-off implementation, not the annual price.

Customer stance: Raymond held back. He wants a clear total, a clear payback and one readable invoice, and does not pay early. He defers to security and wants numbers before signing.

Timing: the target close is 18 Mar 2026, which Jordan called a target, not a promise.

Open at the end: no payback figure exists yet, and Caitlin would not state the value of a lost distributor. The data lead has not been named. Next steps were a summary and sample data list from Jordan, a helpdesk and CRM sample requested by Caitlin in early January, and a demo on Pemaquid Analytics data followed by an order form showing subscription and implementation separately.