Shilshole Software / BG-Demo – Proposal
Callcompleted
Shilshole Software · 6 Oct 2026 15:45
Kristen Haugen has read the proposal twice and finds the scope fine. Price is the sticking point for her director. She wants a trial on three marina accounts, a draft order form next week and a go-live before year end.
What was said
What this says
As at Fri 9 Oct 2026Kristen Haugen has read the proposal twice and finds the scope fine. Price is the sticking point for her director. She wants a trial on three marina accounts, a draft order form next week and a go-live before year end.
What happened: Jordan Pike walked Kristen through the proposal on the 6 Oct 2026 call. Kristen said the scope is fine and that her director will push on price.
Customer view: Kristen wants her director to see it working on three marina accounts before sign-off. Her director signs off, with finance copied in, and legal will want the data processing terms.
Commercial: Jordan quoted a deal total of £28k and did not confirm whether it is the first year. The evidence does not show the tier or the subscription split. Go-live before year end is unconfirmed pending a delivery check.
Watch: Jordan owes three things: the written breakdown, the draft order form next week and a timing answer. The draft is an open item, not executed paper.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the written breakdown of the deal total.
- Jordan Pike to send the draft order form next week, with the current data processing terms.
- Jordan Pike to confirm go-live timing with delivery and reply to Kristen.
Risks
As at Fri 9 Oct 2026- Price is expected to be challenged by Kristen's director, and finance wants to see the total first.
- Go-live before year end is not confirmed and depends on a delivery team check.
- It is unclear whether the deal total is the first-year figure, which Jordan has not yet confirmed.
Opportunities
As at Fri 9 Oct 2026- A proof on three marina accounts could win the director's sign-off.
- The scope is accepted, so the open question is mainly commercial.
Transcript
Jordan PikeHey Kristen, I think you're on mute. There we go. Quick agenda: the proposal, the order form, and what would make this a yes. We've got about half an hour, so let's keep it tight.
Kristen HaugenSounds good. I've got the proposal open. I've read it twice.- Jordan PikeAnd? Be honest.
- Kristen HaugenThe scope is fine. The price is the bit my director will push on.
- Jordan PikeTo be transparent, I expected that. The deal total on our side is £28,000. I'll send you the breakdown in writing so you're not working from my memory.
- Kristen HaugenYes, please. Is that the figure for the first year?
- Jordan PikeGood question, and I'd rather confirm it in writing than guess on a call. What would make this a yes for you?
- Kristen HaugenHonestly? If my director can see it working on three of our marina accounts before she has to sign off.
- Jordan PikeThat's achievable. We'd set up the connectors and the first questions in the first couple of weeks. Who signs this off on your side?
- Kristen HaugenMy director signs off, with finance copied in. Finance always wants to see the total before anything moves.
- Jordan PikeGot it. We'd put the order form under our standard agreement. I'll flag anything your legal team asks for before it goes over.
- Kristen HaugenOur legal team will want the data processing terms. Is that in the pack?
- Jordan PikeIt is. I'll make sure they've got the current version, and I'll flag it in the recap so nobody is hunting for it.
- Kristen HaugenGood. That saves me a week of emails.
- Kristen HaugenWe'd like to be live before the year is out. Is that realistic?
- Jordan PikeLet me be careful. I'd need to check timing with the delivery team before I say yes. I'll come back to you next week with a straight answer.
- Kristen HaugenOkay. That's fair. I'd rather a straight answer than a yes.
- Jordan PikeExactly. Here's where we are: the breakdown in writing, the draft order form next week, and the timing check with delivery.
- Kristen HaugenThen can we get the draft order form next week? My director will want to see it before the meeting.
- Jordan PikeThe draft, yes, next week. I'll confirm the rest with delivery and put it in the same email.
- Jordan PikeThanks, Kristen. Recap today, the breakdown in writing, and the draft order form next week.
- Kristen HaugenThanks. Speak soon.
- Jordan PikeSpeak soon. Bye.