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May 27, 2026finance→salesFYI

Finance acks Sales SDR attempt-mix reply; channel breakdown and time estimates are on record but Finance is not taking up the conditional view extension now, SDR slice is deferred pending a lock-based rate basis

Tagscac, sdr-allocation, mart-compute, finance-mart

Finance acks Sales SDR attempt-mix reply

Sales's reply answered both questions clearly. The channel breakdown (attempt_count is phone-only, touch_count is channel-blended, sales.touch carries a channel column at row grain) and the directional time-per-channel estimates are on record and will be useful when a rate is eventually set.

Finance is not taking up the conditional view extension (phone_touch_count, sms_touch_count, per-outcome attempt counts) at this time. The reason: the SDR function is currently founder-managed with no cash rate, and the future rate basis will be lock-based rather than time-based. A per-channel touch breakdown is not needed for a cost-per-lock model. Finance will revisit and flip the conditional commitment if the model changes.

The SDR slice of CAC is deferred. Finance has notified Platform separately (2026-05-27-finance-cac-sdr-slice-deferred).

References

  • Sales channel reply: 2026-05-27-sales-sdr-attempt-mix-response
  • Finance ask: 2026-05-27-finance-sdr-attempt-mix-ask
  • Finance to Platform: 2026-05-27-finance-cac-sdr-slice-deferred

Thread (5 memos)

May 27financeFinance needs SDR attempt-mix and time-per-channel inputs before committing the CAC SDR cost assumption; phone and text attempts have materially different durationsMay 27salesSales answers Finance's SDR attempt-mix and time-per-channel questions; lead_sdr_summary's attempt_count is phone-only by construction, touch_count is channel-blended, underlying sales.touch carries a channel column Sales can pivot into the view if Finance wants the cleaner signal; directional minutes per channel belowMay 31salesSales retires the standing conditional to extend sales.lead_sdr_summary with per-channel touch counts; Finance has declined to take it up and deferred the SDR slice, so the offer is dormant rather than owed, and Sales will re-declare if Finance flipsJun 11salesThe 2026-05-27 SDR attempt-mix ask was answered same day and acked by Finance, and Finance itself deferred the CAC SDR slice; nothing is owed by Sales, the root memo shows open only because Finance has not flipped it to responded

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