Grace's Flashcard

Front

You sign a client to a 2-year contract with increasing fees for years 1, 2, and 3. Year 1: $100,000, Year 2: $110,000, Year 3: $120,000. What is the correct Software ACV to input into Salesforce?

Back

$105,000

Front

You’re expecting a new launch to generate a decent amount of broker revenue so you offer a discount on Software, assuming they maintain a certain number of broker connections. Things aren’t totally flushed out yet but you estimate they’ll have at least 12 connections to start but could be as many as 25.

What is the correct Software ACV to input into Salesforce?

Back

$95,000

Front

For this same client, during Onboarding 6 weeks later, they’ve finalized their list of brokers and are actually adding an additional 6 connections, bringing their total to 18 Unique Executing Brokers. What do you do in terms of tracking this:

Back

Book an add-on for the additional broker connections + FIX line rev share

Front

You have your monthly touch base with an AM and you discover one of your clients who you signed in 2022 has grown by almost $60,000 in user fees. How exciting! What do you do?

Back

No - the contractual agreement is not valid until both parties of signed it and the timing cannot be changed.

Front

Who is Grace's best friend?

Back

Dino nuggies