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Claire Dunn9:12EU rollout: evaluating vendors before Q1
Jonas WeberMonRe: invoice for October
Ana CostaSunPartner webinar slides
CalendlySunNew booking: intro call
Mark JensenFriRe: pilot pricing for Q1
G2FriYour weekly review digest
Inbox · sales@kestrel.ioEU rollout: evaluating vendors before Q1
Claire Dunn · IT Director, Meridian Groupto sales@kestrel.io · 9:12We’re rolling out to two EU sites by March and need a vendor who can keep our data in the EU. Budget is approved for Q1.
Could we see how you handle residency and SSO? Lena, our head of security, will join.
Meridian GroupFintech · 2,400 people
Decision makerTom BeckerCFO · nobody has met himChampionClaire DunnIT Director
BlockerLena OrtizHead of Security
InfluencerMarcus LeeIT Operations
InfluencerIda BergProcurement
Your teamSara LindVP Sales
YouAlex MoreauAccount ExecPrepared for Claire and Lena
EU data residency, answered.
Your three questions from 21 Oct, and how two fintech teams like yours run Kestrel today.
FrankfurtPrimary region
DublinBackups, EU only
2 engineersNamed, logged access
Data, backups and logs never leave the EU
SSO with Okta and Entra, set up in a day
Monthly access report to your security lead
“We passed our regulator’s audit with no findings on residency.”Head of IT, Lumen Bank
Reply to Claire Dunn, Lena OrtizHi Claire, hi Lena, the one-pager answers residency, backups and SSO, with how Lumen Bank set it up.
Would Thursday at 10:00 work for a 45-minute security review?
PDFMeridian-EU-residency.pdf2 pages · built just now
Security review · Meridian
Thu 10:00 · 45 min5 minWhere Meridian is today
15 minResidency and SSO walkthrough
15 minLena’s security questions
10 minNext step: an intro to Tom
“Who on your side can see our data?”Two named engineers, only on a ticket you open. Every access is logged.Security pack v4, p.12
“Our last vendor kept backups in the US.”Backups stay in Dublin. Lumen Bank checked this in their audit.Lumen Bank call, 12 Sep
Roleplay with Lena OrtizAI buyer built from 2 calls and 14 emailsLive“If legal needs another month, does the pilot stop?”
62Not ready yet. Run 1: no plan if legal slips.
Meridian security review · meet.google.com18:42
Claire Dunn · Meridian Group
Claire Who on your side can see our data, and how would we know?
LiveCaught on this call18:42
- QuestionWho can see our data?Answered · Security pack v4
- ConcernLegal may need another monthAdded to open items
- CompetitorArcon, named by LenaBattlecard ready
- Next stepEU hosting note to Lena, FriDraft ready Review
Talk time18 min
Claire 44%
You 34%
Lena 22%18:42
“Who on your side can see our data, and how would we know?”
Only two named engineers, and only on a ticket you open. Every access is logged and reported to you monthly.
From Security pack v4, p.12 · Lumen Bank call
KKestrel
Channels
#general
#deal-meridian
#finance1
#product1
#customer-success1
#sales-team
Apps
Sunnyside# deal-meridianMeridian Group · EU rollout · 6 members
SunnysideAPP10:47 AM
Security review with Meridian wrapped · 44 min · Claire, Lena, Alex
StageQualify → Proposal
Amount$420,000 · close 15 Dec
DecidedFrankfurt hosting, backups in Dublin
OpenLegal may need another month · Arcon named
Salesforce updated · 5 fieldsOpen dealReview follow-up
2 repliesLast reply 10:52 AMSara Lind10:52 AM
Nice work. I’ll send Tom the intro today, Sunnyside already drafted it.
SunnysideAPP10:48 AM
Also posted to #finance (EUR yearly billing), #product (customer-managed keys, 3rd fintech this month) and #customer-success (go-live in March).
Alex Moreau10:55 AM
Sent the follow-up to Claire and Lena. Thanks for the draft.
SunnysideAPP4:02 PM
Lena hasn’t opened the EU hosting note yet. Want me to nudge her tomorrow at 9 AM, in the same thread?
Nudge at 9 AMNot now
Message #deal-meridian
Meridian · Path to signature
4 of 7 doneSecurity review with Lena24 Oct
24 OctIntro to Tom through Sara28 Oct
28 OctPricing in EUR, billed yearly4 Nov
4 NovCFO meeting with Tom11 Nov
11 NovData processing agreement signedDue 2 Dec
Due 2 DecOrder form approved by TomDue 9 Dec
Due 9 DecKick-off booked for MarchDue 12 Dec
Due 12 DecForecast
$420KCommit · closing 15 Dec
Win chance, and what moved it82%
755025+18+14+9+13+8
+18+14+9+13+8Security reviewIntro to TomEUR pricingCFO meetingDPA signed
AI buyer · built from the Meridian deal04:12
Lena
YouEnd practice
Readiness for ThursdayRun 2 of 3 · built from 2 calls, 14 emails
62/100
Answered residency with the source
Named who can see their data
A plan if legal slips a month
For VPs and CROs
See every deal. Spread what wins.
Sunnyside reads every call and email across the team, finds what your best reps do differently, and puts it in everyone’s prep.
Move 1 of 3 · from 214 closed deals
Bring security in by stage 3.
46%win rate when they do
22%when security joins later
Who runs itSara Lind52%
Ben Carter44%Alex Moreau35%
Elena Voss23%
Dana Ruiz19%
Security earlyCFO warm pathRoleplayedWin rate
Sara Lind52%Ben Carter44%Alex Moreau35%Elena Voss23%Dana Ruiz19%Every dealSome dealsRarely
The moment it happens
“Before we talk pricing, can we bring Lena in? I’d rather answer security now than in legal.”
Sara Lind · Corvane discovery call · 14:02Rolled out
Added to 14 reps’ prep and roleplay. Used on 9 of 14 open deals this week.
+10Moving16 deals · $2.1M
Meridian Group$420K“Frankfurt works for us. Send the DPA.”
Claire Dunn · Security reviewCorvane Health$265K“Pilot results are good. Let’s plan the rollout.”
Head of Ops · PilotBrightline Energy$190K“Legal is on the last redline.”
Procurement · NegotiationStalled5 deals · $860K
Halden Logistics$310K“I need to run this past our CFO first.”
No CFO contact yet · 9 days quietVelta Pharma$380K“Can we revisit after the budget cycle?”
Single-threaded · 12 days quietAt risk3 deals · $760K
Tessaro Bank$540K“Arcon offered us EU hosting at a lower price.”
Competitor named · todayBattlecard sent to the repOakridge Retail$220K“Our champion is moving to another team.”
Champion leaving · find a new oneSara LindModel rep · 52% win rateRuns all three winning movesHer calls are used as examplesBen Carter44% win rateRarely finds the CFO early2 of 2 roleplays doneAlex Moreau35% win rateBrings security in late1 of 2 roleplays doneElena Voss23% win rate · new, week 6Struggles with pricing pushback1 of 3 roleplays doneDana Ruiz19% win rateSingle-threaded on 4 of 5 deals3 roleplays assigned todayTop questions this month · 412 callsAnswered on the callNot answered
Can our data stay in the EU?64
Do you support Okta SSO?47
What does a second site cost?37
How are you different from Arcon?27
How long does rollout take?19
Arcon questions go unanswered 2 of 3 times. Sunnyside updated the battlecard and added it to every rep’s prep.
In their wordsTessaro Bank · todayArconCorvane Health · TueResidencyHalden Logistics · MonPricing
“Arcon offered us EU hosting at a lower price. Why would we pay more?”
Tessaro Bank · todayArcon“Our board won’t sign anything that moves patient data out of the EU.”
Corvane Health · TueResidency“If we add a second site next year, what happens to the price?”
Halden Logistics · MonPricingTeams that sell complex products, on every call.
What customers say after their reps started using Sunnyside.
“My sales reps are more prepared and confident when handling technical questions. And with Spanish support, we couldn’t be happier.”
Sergio MurilloVP of Sales & Marketing, Coderland“Sunnyside has improved my meeting prep. Delegation and follow-ups are much easier now.”
Prince ThomasCo-Founder & CEO, MetaShot“It helps me have more meaningful conversations with my clients, with the right prompts, questions and insights in real time.”
Edwin MathewFinancial Advisor, Denara GroupOne platform instead of five.
The moments that lose deals fall between tools. Sunnyside catches them because every part of it reads the same calls, emails and knowledge.
Follow-up draftedMeridian security review · 2 min agoReviewThe follow-up nobody sent
The call ended at 4:55 and the rep went straight into another. Sunnyside drafted the follow-up from what was said, and it went out before the buyer’s next vendor call.
Quiet deal alert
Claire hasn’t replied in 12 days. Her last email mentioned a budget review.
Draft a check-inThe champion who went quiet
A champion stopped replying for two weeks. Sunnyside noticed, found the reason in her last email, and drafted a check-in that speaks to it.
18:42
“Can our data stay in the EU?”
Yes. Data stays in Frankfurt, backups in Dublin. Nothing leaves the EU.
Security pack v4 · Lumen Bank call
The question nobody could answer
A buyer asked about data residency mid-call. The answer came from the security pack and a past call, on screen, while she was still talking.
Pricing pushback · 90 days
Pricing pushbackElena 2.1Team 3.8Roleplay assigned
The objection that keeps losing deals
Pricing pushback stalled four of Elena’s deals. Sunnyside spotted the pattern and assigned a roleplay before her next pricing call. No manager needed.
Ben Carter×I’m taking over Meridian. What do I need to know before Thursday?
Read 6 calls and 14 emails
Tom, the CFO, signs and hasn’t been met. Lena is the blocker on security. Claire wants a two-site pilot by March…
The deal handed over cold
A rep inherited a deal mid-cycle. Sunnyside gave the full context in seconds, from every call and email since the first one.
Warm path to Tom Becker, CFOSara worked with him at Lumen Bank, 2019 to 2022Review introThe CFO nobody had met
The person who signs had never been on a call. Sunnyside found a colleague who used to work with him and drafted the intro for her to send.
Where it runs
Sunnyside runs where your reps already work.
Too many tools make reps log in somewhere new. Sunnyside shows up where they already work.
Chrome extension
Live help inside Google Meet in the browser. The answer appears the moment the buyer asks.
Slack app
Objections, next steps and owners posted to the deal channel when the call ends.
Mobile Coming soon
Your brief before the meeting and the follow-up after it, on your phone.
Thursday 9 October9:41
Brief ready · Ashgrove pilot review10:00 · IT wants the security questionnaire before they sign.
Follow-up draftedTo Dana Ruiz · pilot plan and Denver onboarding.
Works where your team already works.
Sunnyside plugs into the tools your team uses every day.
SunnysideReady for your next call. Sharper with every one after.
Connect calendar, email and CRM, and Sunnyside starts with the context your team already has. Each call adds to what it knows. Rollout support is included for teams.
TodayConnect calendar, email and CRM. Bring your past notes.
Same dayAdd your docs and past calls2,418 sources
Next callSunnyside is on it with youLive
Every call, in your buyer’s language.Prep, live answers and notes in any language your team sells in.
🇺🇸English🇪🇸Español🇫🇷Français🇩🇪Deutsch🇧🇷Português🇮🇳हिन्दी🇯🇵日本語🇸🇦العربية🇮🇹Italiano🇳🇱Nederlands🇺🇸English🇪🇸Español🇫🇷Français🇩🇪Deutsch🇧🇷Português🇮🇳हिन्दी🇯🇵日本語🇸🇦العربية🇮🇹Italiano🇳🇱Nederlands
🇰🇷한국어🇨🇳中文🇲🇽Español (MX)🇹🇷Türkçe🇵🇱Polski🇸🇪Svenska🇮🇩Bahasa Indonesia🇻🇳Tiếng Việt🇮🇳தமிழ்🇬🇧English (UK)🇰🇷한국어🇨🇳中文🇲🇽Español (MX)🇹🇷Türkçe🇵🇱Polski🇸🇪Svenska🇮🇩Bahasa Indonesia🇻🇳Tiếng Việt🇮🇳தமிழ்🇬🇧English (UK)
“My reps are more prepared and confident when handling technical questions.”
Sergio MurilloVP of Sales & MarketingCoderland, with Sunnyside3×more technical questions answered on the call, without the solutions engineer
2languages, English and Spanish
Week 1first deal moved with it
“Delegation and follow-ups are much easier now.”
Prince ThomasCo-Founder & CEOMetaShot, with Sunnyside5 hrsback every week from prep and follow-ups
100%of calls with notes and next steps
Same dayfollow-ups sent
Denara GroupEdwin MathewFinancial Advisor
“More meaningful conversations with my clients, with the right prompts in real time.”
Edwin MathewFinancial AdvisorDenara Group, with Sunnyside2×more client questions answered in the meeting, not after it
0notes typed by hand
Everyclient meeting prepared
Built for your security review.
Your calls and deals are your most sensitive data. Here is exactly how Sunnyside handles them.
GDPRCompliant
HIPAACompliant
SOC 2 Type IIAudit in progressClaire DunnYouNo bot
Sunnyside runs on your laptop and hears what you hear. Your buyer never sees a recorder join, and nothing changes on their side.
Your data, your region
Hosted in the EU or the US. It stays where you choose.
Encrypted end to end
In transit and at rest, with access limited to named people.
Never trains on your data
Your calls and documents are never used to train AI models.
A DPA for every customer
A data processing agreement and a named list of sub-processors, signed before you start.
Questions buyers ask us.
The short answers. Your security and IT teams get the long ones in the review.
Does a bot join our meetings?
No. Sunnyside runs on your laptop and hears what you hear. Buyers never see it.
Does it work in other languages?
Yes. Sunnyside works in your buyer’s language, from Spanish to Japanese to Hindi.
Does it replace Gong?
It covers what happens after the call, and adds prep, live answers and practice before and during it.
Where does our data live?
In the region you choose, EU or US. It is never used to train AI models.
What if the AI gets it wrong?
Every answer shows its source, reps can flag it, and admins decide which sources are trusted.
Switching from another notetaker?
Connect Granola or Fireflies and Sunnyside reads your past meetings, so your first prep already knows your deals.