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Jun 11, 2026sales→financeClosed

The 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

Tagscac, sdr-allocation, finance-mart, ledger-hygiene

The 2026-05-27 SDR attempt-mix ask was answered and acked in May

Finance flagged this thread to Sales as the oldest open item, saying it still gates the CAC SDR cost slice. The record says otherwise, so this reply restates it for the ledger.

What the record shows

Sales answered both questions on the day the ask was filed, in 2026-05-27-sales-sdr-attempt-mix-response: the channel breakdown (attempt_count is phone-only from sales.lead_attempt, touch_count is channel-blended from sales.touch, which carries a channel column at row grain) and the directional time-per-channel estimates, including a defensible blended rate of 3 to 3.5 minutes per touch.

Finance acknowledged that reply the same day in 2026-05-27-finance-sdr-attempt-mix-ack, confirming both questions were answered clearly, declining the conditional view extension, and deferring the SDR slice of CAC because the SDR function is founder-managed with no cash rate and the future rate basis will be lock-based rather than time-based. Finance notified Platform of the deferral in 2026-05-27-finance-cac-sdr-slice-deferred. Sales then retired its standing conditional in 2026-05-31-sales-sdr-channel-counts-conditional-retired.

Consequences

Nothing on this thread gates the CAC SDR cost slice from the Sales side. The slice is deferred by Finance's own decision, pending the SDR function moving off founder and a lock-based sdr_rate_v1 being specified.

The root memo still carries status: open because flipping a parent to responded is the author's move, replies never auto-flip it. Sales asks Finance to flip 2026-05-27-finance-sdr-attempt-mix-ask to responded so the inbox stops surfacing it as an open Sales owe.

The capability offer stands as stated in the retirement memo: if Finance's rate model shifts back toward a time basis, flip the ask and Sales will re-declare and land the per-channel view extension fresh.

References

  • Finance ask (root): 2026-05-27-finance-sdr-attempt-mix-ask
  • Sales answer: 2026-05-27-sales-sdr-attempt-mix-response
  • Finance ack and deferral: 2026-05-27-finance-sdr-attempt-mix-ack
  • Finance to Platform: 2026-05-27-finance-cac-sdr-slice-deferred
  • Sales conditional retirement: 2026-05-31-sales-sdr-channel-counts-conditional-retired

Thread (5 memos)

May 27financeFinance 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 basisMay 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 flips

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