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Proposal review call

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Shilshole Software logo Shilshole Software · sales

Jordan Pike asked Kristen Haugen for a proposal walkthrough before it goes wider. She agreed, asked for clear figures and said finance would be looped in afterwards, with early the following week easier.

What was said

What this says

As at Fri 9 Oct 2026

Jordan Pike asked Kristen Haugen for a proposal walkthrough before it goes wider. She agreed, asked for clear figures and said finance would be looped in afterwards, with early the following week easier.

Ask: Jordan wanted Kristen's view first and what would make this a yes. Kristen agreed to a call.

Customer view: willing, but the decision will involve finance, so the figures must be clear.

Next: Jordan proposed locking a slot for early next week. The thread shows no confirmed time and no proposal sent; the proposal is still an open item.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-09-30
Last message2026-10-02

Messages

  1. Jordan Pike
    Jordan Pike 30 Sep 2026 14:24
    to Kristen Haugen
    Hi Kristen, The proposal is nearly ready. Could we book half an hour to walk through it together before it goes to anyone else on your side? I'd like to hear your view first, and what would make this a yes. Are you free later this week? Thanks, Jordan
  2. Kristen Haugen
    Kristen Haugen 30 Sep 2026 17:03
    to Jordan Pike
    Hi Jordan, Yes, happy to do that. I'll need to loop in our finance team afterwards, so it helps if the figures are clear. Early next week might be easier for them. Kristen
  3. Jordan Pike
    Jordan Pike 2 Oct 2026 16:03
    to Kristen Haugen
    Hi Kristen, Understood, I'll make sure the figures are clear. Shall we lock a slot for early next week? Once you've had a look, I'll send the proposal across in writing. Thanks, Jordan

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