Wabash Crossing Logistics

Scheduling: On 28 Jan 2026 Jordan Pike chased Rhonda Stierwalt for a demo slot for her and Dwayne. She said next week works and Dwayne is in the loop, and Jordan offered Wednesday or Thursday morning.

The demo had been proposed in Dec 2025 and had slipped, so the thread flagged a risk that momentum could fade.

Demo: On 30 Jan 2026 Jordan and Hannah Lowe showed the brain on Rhonda's Salesforce, Zendesk and Gong data. Rhonda called it powerful and asked about freshness, finance access and implementation.

Customer view: Rhonda wants her finance team to see dashboards. She asked to bring Dwayne into a second walk-through, and Dwayne's role is not stated.

Commercial: The read treats this as an Enterprise opportunity with 150 users included and a twelve-week implementation, followed by a security review and order form. A mid-December start was discussed, and the evidence does not show a decision.

Watch: Jordan said the customer would never work with stale data, but the refresh is nightly by 07:00. Enterprise is credited for freshness, so the promise needs to be stated precisely.

Open at the end: Jordan was to send an invite for a session with Rhonda and Dwayne by the end of that week. The security review and order form had not started, and no order form is shown.

Scope: the period holds two reads, one call and one email thread, both in December 2025 and both positive.

Discovery: on 11 Dec 2025 Matteo Ricci held a discovery call with Rhonda Stierwalt and Dwayne Kincaid. Rhonda described data fragmentation across Salesforce, the call recorder, Slack and Xero, and Dwayne wanted a clean view of revenue, contracts and margins.

Price: Matteo positioned Enterprise and quoted roughly one hundred and forty thousand for the first year including build-out. That was a verbal estimate with no proposal or order form behind it.

Renewal question: Rhonda asked what happens after year one and was told they renew at the Enterprise annual rate. The evidence does not show a renewal figure being given.

Follow-up: Matteo offered a demo on a sample of the customer's own data. On 12 Dec 2025 Dwayne replied that he and Rhonda wanted to move forward and asked for Enterprise terms and pricing instead of a demo.

Open at the end: Matteo owed Dwayne terms and pricing, a demo date, a technical discovery date and a detailed proposal. Board budget approval is a gate whose outcome the evidence does not show.