B-Brain
Sloane Kittery Software logo

Sloane Kittery Software

Prospect£0Proposal · £28k/yr
made from

AI facts

Current to 13 Oct 26

Sloane Kittery Software is a Boston B2B software prospect with no contract, no invoices and no tickets. The open deal is a new Starter subscription at £22k a year plus £6,000 implementation, £28k in total, at CRM stage proposal with expected close 6 Nov 2026. There is no usage, since nothing is live. The proposal of 15 Sep 2026 is unsigned, and a negotiation call with Lisa Marchand, Chief Financial Officer, is booked for 19 Oct 2026.

Read from 4 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 18 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitesloanekittery.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size190 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · Written 13 Oct 2026
CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because the Starter deal is live and Nate Feldman backs it, but finance still wants an ROI case and legal wants to review the DPA. The booked call on 19 Oct 2026 brings the CFO in; a value case built on manual QBR work should precede it.

SignalsDocument roll-upSloane Kittery Software / BB-Demo – ProposalSloane Kittery Software / BB-Demo – DemoProposal for Starter

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Sloane Kittery Software – New · new deal · Expected close 6 Nov 2026 · Owner Jordan Pike
  • Last contact24 Sep 2026Email: Proposal for Starter · 15 days before 9 Oct 2026
Computedmade from

Next step

Current to 14 Oct 26
What
Jordan Pike sends Lisa Marchand, through Nate Feldman, a figures-based ROI and payback case for the Starter proposal ahead of the booked negotiation call on 19 Oct 2026. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Lisa Marchand, via Nate Feldman, a figures-based ROI case for the £22k Starter subscription before the negotiation call booked for 19 Oct 2026. Finance wants payback evidence and none has been given yet.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Prospect

Prospect: a Starter proposal at £22k a year plus £6,000 implementation is unsigned, with CRM expected close 6 Nov 2026. Finance wants an ROI case before the negotiation call booked for 19 Oct 2026.

Prospect Sloane Kittery Software has nothing signed. The proposal of 15 Sep 2026 quotes Starter at £22k a year plus £6,000 implementation, £28k in total, and the deal sits at CRM stage proposal with expected close 6 Nov 2026.

Nothing is live, so there is no usage, no tickets and no invoices. Nate Feldman, Director of Customer Success, is the champion: he joined all three calls with Jordan Pike and said Starter makes sense.

On the 18 Sep 2026 call, finance asked for an ROI case and legal for a DPA review; Jordan's answer gave no figures. The views of Lisa Marchand, Chief Financial Officer and economic buyer, appear in no record.

Jordan Pike should send Lisa, through Nate, a figures-based ROI and payback case by 9 Oct 2026. The negotiation call with Lisa and Owen Tallis on 19 Oct 2026 is booked, not held.

AI · claude-opus-5-5 · 14 Oct 2026

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ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.
Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.
Usagemade from

Documents

Updated 9 Oct 26

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

  • 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

DealStageAmountClose
Sloane Kittery Software – Newproposal£28,0006 Nov 2026
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 19 Oct 2026callSloane Kittery Software / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Lisa Marchand, Nate Feldman logoJordan PikeOwen TallisLisa Marchand+1
  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+40
  • 18 Sep 2026email_threadProposal for Starter Jordan Pike, Nate Feldman logoJordan PikeNate Feldman
  • 18 Sep 2026callSloane Kittery Software / BB-Demo – Proposal Jordan Pike, Nate Feldman logoJordan PikeNate Feldman
  • 15 Sep 2026documentSloane Kittery Software - Proposal Jordan Pike logoJordan Pike
  • 12 Sep 2026email_threadWebinar invitation Alice Brewer, Nate Feldman logoAlice BrewerNate Feldman
  • 10 Sep 2026documentSloane Kittery Software - Proposal v1 Jordan Pike logoJordan Pike
  • 24 Aug 2026callSloane Kittery Software / BB-Demo – Demo Jordan Pike, Theo Gallagher, Nate Feldman, Chris Albanese logoJordan PikeTheo GallagherNate Feldman+1
  • 29 Jul 2026callSloane Kittery Software / BB-Demo – Discovery Jordan Pike, Nate Feldman logoJordan PikeNate Feldman
  • 27 Jul 2026email_threadLet's schedule discovery Jordan Pike, Nate Feldman logoJordan PikeNate Feldman
  • 1 Jul 2026dealSloane Kittery Software – New Jordan Pike, Nate Feldman logoJordan PikeNate Feldman
  • 12 Mar 2025eventData leaders conference (BB-Demo stand) Sofia Marchetti, Nate Feldman, Saira Khalid, Shaun Godley, Elliot Kirkby, Fergal Desmond, Alan Rennie, Lee Garside, Karen Midgley, Markus Krause, Dan Firth, Sam Nuttall, Anjali Desai, Kirsteen Boyd, Trevor MayhewSofia MarchettiNate FeldmanSaira Khalid+12
  • 17 Oct 2024eventBB-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Anders Thomsen, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+22
CRMmade from

Contacts

CRMmade from

Evidence trail

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

Sloane Kittery Software's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 9 AI summaries of 10 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email
made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain 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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How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations225
People at customers862
BB-Demo staff58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

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

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