Sloane Kittery Software / BB-Demo – Proposal
Callcompleted
Sloane Kittery Software · 2026-09-18 17:30
Nate Feldman said the functionality is solid but finance wants an ROI case and legal wants the DPA reviewed. Jordan Pike agreed to send the DPA and target signature by early November.
What was said
What this says
Current to 11 Oct 26Nate Feldman said the functionality is solid but finance wants an ROI case and legal wants the DPA reviewed. Jordan Pike agreed to send the DPA and target signature by early November.
What happened: On the 18 Sep 2026 proposal call, Nate Feldman said Chris thinks the functionality is solid. The hold-up is finance and legal.
Customer view: Finance wants the ROI case and the speed of payback. Legal wants to review the data processing agreement before committing.
Commercial: Jordan Pike offered a standard DPA the same day and a four-week implementation starting the week after signature. The target is signature in early November, with go-live before year end. The proposal is an open item, not a signed deal.
Watch: Nate's close was soft: he will get it to the right people and circle back soon. No finance contact was on the call, and Jordan's ROI answer gave no figures, so the value case still has to be built.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to send the standard DPA to Sloane Kittery legal the same day.
- Nate Feldman to take the value case and numbers to finance.
- Jordan Pike to aim for signature by early November.
Risks
Current to 9 Oct 26- Finance has no ROI case yet and could stall or reject the proposal.
- Legal review of the DPA may push signature past early November.
- Nate's commitment to circle back soon is vague, with no dates agreed.
Opportunities
Current to 9 Oct 26- Functionality is already seen as solid by Chris, so the product itself is not the obstacle.
- A signature in November would allow go-live before the end of the year.
Transcript
Jordan Pike NoneNate, thanks for getting back to me. I know your team's had time to review the proposal. Where are you landing?
Nate Feldman NoneYeah, we've looked it over. Chris thinks the functionality is solid. The hold-up is finance and legal, they've got some questions.- Jordan Pike NoneThat's normal. What are they asking?
- Nate Feldman NoneFinance wants to see the ROI case. How fast do we actually see payback on this? And legal wants to look at the data processing agreement before we commit.
- Jordan Pike NoneFair questions. The ROI is straightforward, you're eliminating manual reconciliation work today. All the hours your team spends pulling data from three systems for each customer QBR, that completely goes away. With your customer base, I'm talking real time savings week over week.
- Nate Feldman NoneThat makes sense. And the data agreement, can legal actually review it before we sign?
- Jordan Pike NoneAbsolutely, I can send a standard DPA today. Our legal team is pretty straightforward, most companies don't have major issues with it. Usually takes a week or two to get through legal review on their end.
- Nate Feldman NoneGood to know. And just to confirm the timelines in the proposal, the four-week implementation starts the week after we sign?
- Jordan Pike NoneExactly right. So if you sign sometime in November, we'd have you live and training completed before the end of the year.
- Nate Feldman NonePerfect. That would give us time before we lock next year's budget.
- Jordan Pike NoneExactly the right timing. So here's what I'm thinking: I'll send the DPA to your legal team today, you loop in finance with the value case and the numbers, and we target your signature by early November. Does that feel doable for you?
- Nate Feldman NoneYeah, that works. I'll get this to the right people and we'll circle back soon.
- Jordan Pike NonePerfect. I'll have that DPA to you within the hour. Thanks, Nate, and speak soon.