Sloane Kittery Software / BB-Demo – Demo
Callcompleted
Sloane Kittery Software: documents · 2026-08-24 17:30
Demo to Nate Feldman and Chris Albanese of Sloane Kittery Software. They want to end manual QBR reporting. Starter was quoted at £6,000 implementation and £22k a year. The CFO will want a value case.
What was said
What this says
Current to 12 Oct 26Demo to Nate Feldman and Chris Albanese of Sloane Kittery Software. They want to end manual QBR reporting. Starter was quoted at £6,000 implementation and £22k a year. The CFO will want a value case.
What happened: Jordan Pike and Theo Gallagher demoed the brain on the 24 Aug 2026 call. Nate and Chris described fragmented customer data and hours spent assembling QBRs by hand.
Customer view: Nate said four connectors is fine and that is their stack. Chris said the nightly refresh by 07:00 works for them.
Commercial: Jordan quoted Starter at £6,000 implementation and £22k a year, £28k in the first year. Nate said the CFO will want to see the value case, and Jordan pointed to a November signature and a go-live before year-end.
Watch: The evidence does not show who the CFO is, a decision date or any competitor. Fifteen users is a soft limit, and Theo noted that Starter has no named support, which Growth does.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to prepare a value case for the CFO to support a November signature.
Risks
Current to 9 Oct 26- The CFO will want a value case and the evidence does not show who that person is or what they need.
- No decision date is recorded beyond a possible November signature.
Opportunities
Current to 9 Oct 26- New Starter customer: £6,000 implementation and £22,000 a year as quoted.
- Growth could be raised, since Theo mentioned named support is included there.
Transcript
Jordan Pike NoneHey Nate, Chris, thanks for taking this call. I know it's late there, so I'll keep us focused. We've got about forty-five minutes to walk through the brain and show you how it works with your data. Sound good?
Nate Feldman NoneSounds good. Yeah, Chris and I are keen to see this in action. We've been struggling with how fragmented our customer data is.- Jordan Pike NoneThat's exactly what we solve. Okay, so you're in grant management: you've got Salesforce, you've got support tickets, product usage, all sitting in different places. Right?
Chris Albanese NoneExactly. We pull it all together manually for customer QBRs and it's just painful. Takes hours.- Jordan Pike NoneRight. So this is where we step in. Theo's going to show you what the brain looks like once we've connected your systems. Theo?
Theo Gallagher NoneThanks, Jordan. So what you're looking at is the interface once we've pulled your Salesforce, help desk, and product events into one place. You can ask natural-language questions. Instead of pulling three reports, you say something like 'Show me high-touch customers with zero support tickets this quarter' and you get an answer.- Nate Feldman NoneOkay, that's helpful. So if data changes in Salesforce today, when does it show up here?
- Theo Gallagher NoneWe refresh every night, so yesterday's data is live by 07:00 each morning your time. Not real-time, but for QBRs and health checks that's fine.
- Chris Albanese NoneThat works for us. And the search, is this actual AI or just keyword matching?
- Theo Gallagher NoneIt's AI-powered. You can ask 'What do our churned customers have in common?' and the brain understands the intent, searches across all your data, shows you patterns. You can export, build dashboards, drill in.
- Jordan Pike NoneAnd on Starter: which is what fits a customer success team: you get chat, search, pages, and four connectors. So Salesforce, help desk, product, maybe email. That covers you?
- Nate Feldman NoneFour connectors is fine. That's our stack. How many users?
- Jordan Pike NoneFifteen users on Starter. It's a soft limit, so you can go over, but that's the pricing.
- Chris Albanese NoneAnd who sets up the connectors?
- Theo Gallagher NoneWe do. Implementation is four weeks for Starter. We connect your systems, build the schema, run training. You give us access and introduce us to your system owners.
- Nate Feldman NoneWhat does that cost?
- Jordan Pike NoneImplementation is six thousand upfront. The subscription is twenty-two thousand a year, paid annually in advance. So first year all-in is twenty-eight thousand.
- Chris Albanese NoneAnd after year one?
- Jordan Pike NoneJust the twenty-two thousand each year. Implementation is one-time.
- Nate Feldman NoneOkay, got it. Our CFO will want to see the value case. When would we be live if we moved ahead?
- Jordan Pike NoneIf you sign in November, we start the four weeks the week after, and you'd be live before year-end.
- Theo Gallagher NoneAnd I'm here for security questions. Starter doesn't include named support, but Growth does if you want to chat about that.
- Nate Feldman NoneWhere does the data live?
- Theo Gallagher NoneIn your Snowflake account. We run the application layer, but Snowflake is yours. Data stays under your control.