B-Glass
Sophie Ling

Kittatinny Payments / BG-Demo – Proposal

Callcompleted

Kittatinny Payments logo Kittatinny Payments · 2 Dec 2025 14:45

Sophie Ling walked Kittatinny Payments' VP Merchant Services and CFO through the Growth proposal on 2 Dec 2025. Marc Feldstein said he would check the MSA with legal and did not expect issues. No signature is shown.

What was said

What this says

As at Fri 9 Oct 2026

Sophie Ling walked Kittatinny Payments' VP Merchant Services and CFO through the Growth proposal on 2 Dec 2025. Marc Feldstein said he would check the MSA with legal and did not expect issues. No signature is shown.

What happened: Sophie Ling took Alyssa Romano and Marc Feldstein through the Growth proposal on 2 Dec 2025. The terms were £44k a year plus a fixed £12k implementation over eight weeks.

Customer view: Marc, the CFO, asked about payment, cancellation, fixed scope and a pilot. He said he would check the MSA terms with legal and expected no issues.

Commercial: The quoted £44k matches the v1 Growth list, while v2 applied to new business from 1 Dec 2025. The call does not say why, so check it against the order form, which decides price once executed.

Watch: The evidence does not show an executed order form. The proposal is an open item until it is signed.

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

Themes

As at Fri 9 Oct 2026
Theme
Growth proposal terms
Importance
neutral
Sentiment
positive
Voice
decision-maker

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Sophie Ling to send the order form and MSA the day after the call.
  • Marc Feldstein to confirm after the legal check, expected early the following week.
  • Sophie Ling to plan implementation to start mid-January once the order form is signed.

Risks

As at Fri 9 Oct 2026
  • The MSA is with Marc's legal team and no signature is shown.
  • The quoted £44,000 is the v1 Growth list price although v2 applied to new business from 1 Dec 2025.
  • Sophie told them thirty-day notice and no penalty on cancelling, which the executed order form must support.

Opportunities

As at Fri 9 Oct 2026
  • Sophie named Enterprise as the route at first renewal if the customer needs more users, connectors or dedicated support.
  • Growth includes headroom on users, with further users available in blocks of ten.

Transcript

  1. Sophie Ling
    Sophie Ling
    Hi Alyssa, Marc, thanks for joining. We wanted to walk through the proposal and answer any questions.
  2. Marc Feldstein
    Marc Feldstein
    Yeah, thanks for sending it over. So the subscription is forty-four thousand a year?
  3. Sophie Ling
    Sophie Ling
    Yes, that's the annual fee for Growth. Plus twelve thousand for implementation, eight weeks to get you live.
  4. Marc Feldstein
    Marc Feldstein
    And that's invoiced upfront?
  5. Sophie Ling
    Sophie Ling
    The subscription is annually in advance, yes. We can do quarterly payment terms if that works better for your process.
  6. Alyssa Romano
    Alyssa Romano
    What happens if we cancel after year one?
  7. Sophie Ling
    Sophie Ling
    Thirty-day notice and no penalty. You're not locked in beyond the contract term.
  8. Marc Feldstein
    Marc Feldstein
    And the implementation, that's fixed? Won't change?
  9. Sophie Ling
    Sophie Ling
    Fixed fee, twelve thousand. Eight weeks includes everything: connectors, security review, training. If you add connectors after launch that weren't in scope, that's separate, but for the ones we discussed in discovery, it's all in.
  10. Marc Feldstein
    Marc Feldstein
    Okay. And what's the commitment if something goes wrong?
  11. Sophie Ling
    Sophie Ling
    You're on Growth, so we commit to ninety-nine point five percent availability. We respond to urgent issues within one business hour, and we refresh your data every morning by seven. Service credits apply if we miss those SLAs.
  12. Alyssa Romano
    Alyssa Romano
    And we had forty users included?
  13. Sophie Ling
    Sophie Ling
    Yes, forty users on Growth. If you go over, we can add more in blocks of ten. You've got headroom to start.
  14. Marc Feldstein
    Marc Feldstein
    Is there a way to test this before committing? A pilot or something?
  15. Sophie Ling
    Sophie Ling
    The discovery and demo we did are essentially that, you've seen the brain on your data. We can schedule another exploratory session if you want, but once you sign the order form, we commit to the eight-week implementation starting mid-January.
  16. Marc Feldstein
    Marc Feldstein
    Right. And if we need to scale this up later?
  17. Sophie Ling
    Sophie Ling
    At your first renewal you can move to Enterprise if you need more users, more connectors, dedicated support. We'll review usage during a quarterly QBR and you can decide then.
  18. Alyssa Romano
    Alyssa Romano
    I think this is good. Marc, does this work for you?
  19. Marc Feldstein
    Marc Feldstein
    Yeah, I think so. Let me just check one thing with our legal team on the MSA terms, but I don't think there'll be issues. We'll come back to you early next week.
  20. Sophie Ling
    Sophie Ling
    Perfect. I'll send over the order form and the MSA by tomorrow. Just send them back when you're ready and we'll kick off implementation planning.
  21. Marc Feldstein
    Marc Feldstein
    Sounds good.
  22. Sophie Ling
    Sophie Ling
    Cheers, both of you.

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