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Overview Executive Summary Leasing & Equipment Distributor Programs Leads Portal Digital Media Deal Builder Platform Salesforce POC Status Dashboard Wednesday Topics
Ronnoco Coffee — Strategic Briefing · August 2026

Building the Systems
That Drive Growth

Ronnoco is a coffee and beverage company — a provider of coffee, tea, frozen beverages, and allied products. Equipment is part of that offering: we place the right brewing and serving equipment at customer locations so our products can be presented and served at their best. The selling process that supports this is inherently complex, spanning distributor relationships, equipment programs, financing structures, service commitments, and digital media delivery.

The work presented here is about simplifying that complexity — building the workflows, tools, and programs that make it easier for distributors to present our programs, easier for customers to say yes, and easier for our team to take a deal from conversation to completion. Every initiative is designed to support one outcome: more customers in active Ronnoco beverage programs, with the equipment and support in place to keep them there.

All of the technology presented was designed and built by Black Pixel Media and Swarm Logic — my companies — in support of Ronnoco's growth. Ronnoco has not been invoiced for these services. The intellectual property remains with Black Pixel Media and Swarm Logic.

Chuck LovornPrepared by
August 2026Date
Greg Creel, CFOPrepared for
Wednesday, Aug 6 · 3 PMMeeting
Executive Summary

Strategic Initiatives Overview

Each initiative below exists to grow recurring product revenue by removing the barriers that prevent customers from getting into — and staying in — the Ronnoco beverage program. This summary provides a unified view before the detailed sections that follow.

📋
Section 01 — Leasing & Equipment Programs
Equipment cost is the most common reason a customer doesn't start a Ronnoco product program. Leasing removes that barrier — the customer gets the equipment they need to brew and serve Ronnoco products, without a large upfront outlay. Lease deals are funded by Smarter Equipment Finance (SEF): Ronnoco receives full payment before or at delivery and absorbs no credit risk. A hard ROI gate ensures loaned placements are backed by real product volume commitments.
📦
Section 02 — Distributor Bundle Programs
Bundles are the product program made easy. For a single monthly fee, a customer gets the equipment to serve Ronnoco beverages, a branded digital media presence, and equipment service — all tied to staying in the product program. For Ronnoco and the distributor, every bundle customer means recurring product GP for the full 36-month term. Six configurations at $199/mo and $299/mo cover small to large accounts.
📥
Section 02b — Distributor Leads Portal
A live web platform that lets distributor reps submit customer leads directly into the Ronnoco Deal Builder pipeline. Leads route automatically through director assignment to the correct Ronnoco rep. Distributors have full visibility into their submitted leads — status, rep activity, and outcomes — closing the loop on every submission. HT Hackney is live and actively using the platform.
📺
Section 03 — Digital Media Programs
Ronnoco's digital media program is powered by Black Pixel Media — the creative and technology platform behind all digital work at Ronnoco. All distributor bundle customers receive distributor-branded digital media screens showing the distributor's programs, LTOs, new products, and seasonal promotions, managed by Black Pixel for the lease term. Non-bundle customers can order standalone screens starting at $99/mo. Ronnoco pays Black Pixel $29.95/mo per screen location, plus $45.00/mo for videowall configurations.
🛠️
Section 04 — Deal Builder Platform
Deal Builder is the system that turns a sales conversation into a structured product relationship. It handles the full lifecycle — lead intake, equipment selection, ROI qualification, quote generation, director approval, finance routing, and ops handoff — so that getting a customer into the product program is as frictionless as possible. HT Hackney is fully onboarded and using it daily.
⏸️
Section 05 — Salesforce Integration (POC)
A working Salesforce OAuth connection and data migration proof of concept was built to demonstrate that Deal Builder workflows could be tied to Ronnoco's Salesforce environment. IT reviewed the POC and asked that development stop. No security or hardening requirements were provided. The path forward — AppExchange listing, formal IT engagement, or another structure — is a topic for Wednesday's meeting.

Initiative Status at a Glance

Leasing & Equipment Programs

SEF agreement signed. Four deal types operational. ROI qualification enforced.

● Operational

Distributor Bundle Programs

Six bundles active at $199/$299/mo. Rolling out through distributor channel.

● Active

Distributor Leads Portal

Live. HT Hackney onboarded. Lead → rep routing → Deal Builder conversion working.

● Live

Digital Media — Bundle Program

Active on all bundle program customers. Distributor-branded content delivered by Black Pixel Media.

● Active

Digital Media — Non-Bundle Orders

Order process live via Deal Builder. $99/mo single screen. $149/mo videowall (2 or 3 screens).

● Available

Deal Builder Platform

Live at dealbuilder.netlify.app. Active daily use. Internal ops process alignment needed.

● Live

Internal Process Alignment

Ops team requiring legacy forms despite full deal data available in dashboard. Deal velocity blocked.

⚠ Blocked

Salesforce Integration

POC built and demonstrated. Development halted at IT's request. No requirements provided.

⏸ On Hold
The Central Ask — Wednesday, August 6

Ronnoco's product revenue grows when more customers are in active beverage programs — and those programs start with equipment placement. The systems to make that happen efficiently are built, live, and working. The remaining obstacles are internal — an ops process that slows deal completion after the customer has already said yes, an IT engagement that stopped before requirements were defined, and a resourcing conversation that hasn't happened yet. Every day those obstacles remain is a day of product revenue that doesn't start. Wednesday's meeting is the opportunity to address all three.

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Answered Questions
Section 01

Leasing & Equipment Programs

Ronnoco is a coffee and beverage company. Equipment is the means — not the business. These programs exist to lower or eliminate the cost barrier so customers can get into the Ronnoco product program and stay in it. Without the right equipment to brew and serve our products, the product relationship never starts.

Early 2026 Launch - Lessons Learned

We launched a first version of this program at the beginning of the year. It was not successful. The program was only available through one distributor, and that distributor held us back from presenting it to their customers for approximately five months. During that time, I developed a better approach - one that created significantly less friction for our sales team and customers. That work became the Deal Builder platform.

Four Deal Types - click any card for a deep dive

📋 Lease

Lease Equipment

Customer pays a fixed monthly fee. Ronnoco retains ownership. Min. $5,000. Rate: equipment total × 3.95%.

💰 Finance

Finance Equipment

Customer pays in installments and owns the equipment at end of term. Same $5,000 minimum.

✅ Purchase

Purchase From Ronnoco

Customer pays full list price upfront. No minimum. Immediate ownership. No financing required.

🔄 Loaned

Loaned Equipment

Ronnoco places equipment at no cost in exchange for committed coffee supply program. Strictest ROI gate.

ROI Qualification Gate - See Loaned Equipment Deep Dive

Loaned Equipment deals are subject to a hard 12-month ROI gate. Full rules, worked examples, and financial analysis are available in the Loaned Equipment deep dive above.

Capital Flow - How the Lease Finances Equipment - view financial analysis →

📄 SEF Program Agreement  View PDF ⬇️ Download Agreement

Governed by the signed Program Agreement with Smarter Equipment Finance, LLC (SEF), dated January 21, 2026. SEF - not Ronnoco - carries the equipment on its balance sheet during the lease term.

1

Credit Approval

Ronnoco submits customer to SEF for credit review. Decision within 1 business day. Approval valid 30 days.

2

Lease Agreement Executed

Customer signs lease agreement directly with SEF. SEF is the lessor - not Ronnoco.

3

Ronnoco Invoices SEF

Invoice structured as: Sold To: Smarter Equipment Finance / Ship To: Customer. May include approved service and maintenance amounts.

4

SEF Pays Ronnoco Upfront ← Key

Ronnoco receives full invoice payment BEFORE or AT equipment delivery. Zero capital outlay. Cash in hand before equipment ships.

5

Equipment Ships to Customer

Equipment goes directly to customer location. SEF owns it. Customer makes monthly payments to SEF - not Ronnoco.

6

Ronnoco's Conditional Service Obligation

Ronnoco provides service and maintenance on program equipment only while the customer is in compliance with the Supply, Service & Marketing Agreement. Non-payment or breach suspends this obligation - Ronnoco is not required to service equipment for a non-compliant customer.

7

End of Lease - Equipment Returns to Ronnoco

SEF transfers ownership to Ronnoco at 10% of original invoice price. Ronnoco may then sell, re-lease, or recover the equipment.

Critical Points: Credit Risk & Service Obligation Are Both Capped

The SEF repurchase obligation is triggered only by Ronnoco misrepresentation or fraud - not customer default. SEF absorbs customer credit risk entirely. Separately, Ronnoco's service obligation under the Supply, Service & Marketing Agreement is conditional: Ronnoco provides service only while the customer is in compliance. A non-paying or non-purchasing customer loses their right to service. Ronnoco's two largest cost exposures on a lease deal are both contractually limited.

Capital Position Summary - view full financial analysis →

ItemImpact on Ronnoco
Equipment capital outlayNone - SEF funds the purchase
Cash received at deal fundingFull invoice value - before or at delivery
Customer credit riskNone - SEF assumes it entirely
Service obligationOnly while customer is in compliance with the Supply, Service & Marketing Agreement
End-of-lease equipment recoveryRonnoco reacquires at 10% of original invoice
Repurchase riskOnly triggered by Ronnoco misrepresentation or fraud
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Section 02

Distributor Programs

Ronnoco's go-to-market is built through the distributor channel. The programs below are designed to be turn-key for distributors - branded equipment packages that plug directly into each distributor's existing coffee program SKUs, complete with media, service, and a structured pricing model that works for the distributor, the customer, and Ronnoco.

The Turn-Key Approach

Rather than asking distributors to build a custom program from scratch, Ronnoco offers pre-configured bundle packages designed around each distributor's coffee program SKUs. Each bundle pairs the right equipment with the right beverage program, digital media, and service - so distributors can present a complete, branded solution to their customers without additional engineering. The goal: maximize the SKU utilization of the distributor's existing coffee line and create a durable, recurring equipment-and-supply relationship.

What Every Bundle Includes

Every bundle is a complete turn-key program - the distributor presents one monthly fee and the customer receives everything below. No separate equipment contract, no separate media contract, no separate service agreement.

Program Equipment
Commercial brewing equipment placed at the customer location with no upfront cost. The lease is built into the bundle fee. Customer gets professional, distributor-branded equipment on a 36-month term.
📺
Branded Digital Media
Distributor-branded digital signage content delivered to the customer's display - seasonal graphics, limited-time offers, menu updates, and program branding. Managed through Black Pixel Media for the lease term while the customer is in compliance.
🔧
Equipment Service
On-site service and maintenance for all program equipment for the full 36-month term. Active while the customer remains in compliance with the Ronnoco Supply, Service & Marketing Agreement.
📊
Distributor SKU Alignment
Each bundle is designed to maximize utilization of the distributor's existing Ronnoco coffee program SKUs - matching the right equipment platform to the right product portfolio so the customer's beverage bar is fully supported from day one.
Why Bundles Work for Lower-Volume Customers

A single-location operator - a small c-store, café, or foodservice account - likely can't justify a standalone equipment lease on its own. The bundle changes that math. One predictable monthly fee covers professional equipment, a branded media presence, and service. For Ronnoco and the distributor, every bundle customer generates recurring product GP for the life of the relationship - turning a small account into a durable, managed program account.

⚠️ Compliance Gate - Service & Media Are Conditional

Ronnoco's obligations to provide equipment service and digital media are contingent on the customer remaining in compliance with the Ronnoco Supply, Service & Marketing Agreement. Non-payment, switching suppliers, or violating brand standards allows Ronnoco to suspend service and media delivery. View the Supply Agreement →

Distributor Bundle Packages - Program Equipment

Six bundle configurations are available, each built around a specific equipment platform. Bundles are distributor-branded - the program, media, and materials carry the distributor's identity alongside Ronnoco's. Each bundle includes equipment, digital media content delivery, and service for the 36-month term.

Small Coffee - Bottle Brewer
Program Bundle · Small Coffee
Bottle Brewer Bundle
Distributor program bundle for small accounts using a bottle brewer setup. Items can be added but not substituted; added items lease at the standard per-item monthly rate.
Small Coffee - Airpot Brewer
Program Bundle · Small Coffee
Airpot Brewer Bundle
Distributor program bundle for small accounts using an airpot brewer setup. Items can be added but not substituted; added items lease at the standard per-item monthly rate.
Small Coffee - Single Direct Heat
Program Bundle · Small Coffee
Single Direct Heat Bundle
Distributor program bundle for small accounts using a single direct-heat brewer. Items can be added but not substituted; added items lease at the standard per-item monthly rate.
Medium/Large - Dual Direct Heat
Program Bundle · Medium / Large
Dual Direct Heat Bundle
Distributor program bundle for medium/large accounts using a twin direct-heat brewer. Items can be added but not substituted; added items lease at the standard per-item monthly rate.
Medium/Large - Combo Brewer
Program Bundle · Medium / Large
Combo Brewer Bundle
Distributor program bundle for medium/large accounts using a combo tea/coffee brewer. Items can be added but not substituted; added items lease at the standard per-item monthly rate.
Polar Wave Bundle
Program Bundle · Medium / Large
Polar Wave Bundle
Distributor program bundle featuring Elmeco 2-Head frozen beverage machines with media/screen package. Extends the distributor's beverage program into the high-margin frozen category.
All Media & Service Is Distributor-Branded

Digital media content delivered through each bundle carries the distributor's branding alongside Ronnoco's - the customer sees the distributor's program, not a generic Ronnoco deployment. Ronnoco manages content delivery and equipment service in the background while the distributor owns the customer relationship.

Bundle Summary

ProgramMonthly FeeEquipmentDigital MediaService
Small Coffee - Bottle Brewer$199/mo✓ Included✓ While compliant✓ While compliant
Small Coffee - Airpot Brewer$199/mo✓ Included✓ While compliant✓ While compliant
Small Coffee - Single Direct Heat$199/mo✓ Included✓ While compliant✓ While compliant
Medium/Large - Dual Direct Heat$299/mo✓ Included✓ While compliant✓ While compliant
Medium/Large - Combo Brewer$299/mo✓ Included✓ While compliant✓ While compliant
Polar Wave Bundle$299/mo✓ Included✓ While compliant✓ While compliant
📄 Lease Program Customer Overview (PDF)

Pricing Architecture & Profitability

Understanding how money flows through the three-tier pricing model is central to evaluating deal profitability. Every Ronnoco product transaction has three price points, and Ronnoco's gross profit - the engine behind every ROI calculation in the program - is derived from the spread between its cost of goods and the price it charges the distributor. Adjustments like rebates and bill-backs reduce that GP and must be factored into every deal's ROI analysis.

Three-Tier Price Flow - Illustrative Example
Ronnoco COG
$20
Cost to make or source
Ronnoco List Price
$80
Charged to distributor
GP = $60 ↑
Distributor List Price
$100
Charged to customer
Dist. margin = $20
The GP Engine Behind Every Deal

Ronnoco's $60 base gross profit per unit (List Price minus COG) is the number that powers every ROI calculation in the bundle and deal programs. Monthly product GP - the sum of adjusted GP across all SKUs multiplied by volume - is what determines whether a Loaned deal qualifies, whether a Lease deal covers its payment, and whether a bundle customer is profitable over the 36-month term. The higher the monthly GP, the faster Ronnoco recovers its investment and the stronger the relationship economics are for everyone in the channel.

Rebate & Bill-back - GP Adjustment Mechanisms

When a customer earns a pricing concession, it comes off Ronnoco's gross profit. Both mechanisms produce the same adjusted GP for Ronnoco - the difference is operational: who receives the money and when.

💵
Rebate
Distributor charges full price. Ronnoco sends a check directly to the customer after the fact. Example: 20% rebate on $100 = Ronnoco pays customer $20. Ronnoco Adjusted GP = $60 - $20 = $40.
🔁
Distributor Bill-back
Distributor charges customer net agreed price. Distributor then bills Ronnoco the difference and takes a credit on next inventory. Example: 20% bill-back on $100 = distributor credits self $20. Ronnoco Adjusted GP = $60 - $20 = $40.
Same Adjusted GP - Different Cash Flow Timing

Whether structured as a Rebate or a Bill-back, Ronnoco's net economic result is identical: base GP minus the adjustment amount. Both reduce the GP that flows into the deal's ROI calculation. A deal with a 20% rebate or bill-back must produce more volume to hit the same ROI threshold as a deal with no adjustment - which is why adjustments are tracked per product, per customer, and per deal in the Deal Builder system.

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Section 02b

Distributor Leads Portal

A purpose-built web platform that connects distributor sales reps directly to the Ronnoco Deal Builder pipeline. Distributor reps submit leads through a branded web form - those leads route automatically to the right Ronnoco sales rep for contact, follow-up, and deal building.

📥
Lead Intake from Distributor Reps
Distributor reps submit customer leads through a co-branded web form scoped to their specific distributor and program. The form captures customer details, location, program interest, current beverage setup, monthly spend eligibility, and optional site photos - everything a Ronnoco rep needs to make first contact and build a quote.
🚦
Automatic Routing to Ronnoco Reps
Submitted leads are automatically routed through a director layer to the correct Ronnoco sales rep based on distributor, warehouse, and program. No manual sorting. The rep receives the lead in their dashboard and can immediately begin follow-up.
📋
Pipeline Stages to Deal Builder
Each lead moves through a defined pipeline: Received → Director Routed → Rep Assigned → Contacted → Follow-up → Won/Lost. A Won lead converts directly into a deal in the Ronnoco Deal Builder - closing the loop from distributor rep to signed deal.

How the Flow Works - view full integration deep dive →

1

Distributor Rep Submits a Lead

Using a distributor-specific lead form URL (e.g., lead-form.html?d=ht-hackney&p=Java%20Select), the rep fills in the customer's business info, location, current setup, program interest, and monthly spend eligibility. Up to 3 site photos can be attached.

2

Lead Appears in Admin/Director Dashboard

The lead enters the pipeline at “Awaiting Director” status. The admin routes it to the appropriate director, who then assigns it to one of their sales reps.

3

Ronnoco Rep Receives Lead in Their Queue

The assigned rep sees the lead in their personal dashboard view - scoped to only their leads. Full customer details, site photos, current beverage setup, and program interest are available immediately.

4

Rep Contacts Customer & Logs Activity

Rep logs follow-up notes, contact dates, and status updates directly in the portal. Director can see their team's activity and progress in the Rep Scorecard view.

Won Lead → Deal Builder

When a lead is marked Won, it converts into a deal in the Ronnoco Deal Builder - carrying all of the customer data, contact info, and program interest forward into the deal-building workflow. No re-entry of information.

Distributor Partner View - Closing the Loop

The portal isn't one-directional. Distributor partners - like HT Hackney - have their own scoped login that shows them exactly what's happening with every lead they've submitted. They can see pipeline status, rep activity, and follow-up notes in real time. This closes the loop between the distributor rep who submitted the lead and the Ronnoco rep working it.

📄
Submitted Leads Tracking
Distributors see every lead they've submitted - filtered by warehouse, rep, stage, or status. Pipeline stage and rep activity notes are visible in real time. No more calling Ronnoco to ask "what happened to that lead?"
🤝
Distributor Assist
When a Ronnoco rep has made multiple unsuccessful contact attempts, they can flag the lead for Distributor Assist - asking the distributor's rep to help reach the customer. The distributor sees these requests in their own view and can take action directly.
🏠
HTH Recovery - Non-Performing Accounts
A dedicated view for accounts that have Ronnoco equipment placed but are not purchasing product. HT Hackney reps are assigned to these accounts to re-engage the customer and restore the supply relationship. Tracked separately from the active lead pipeline.
Why This Matters for the Distributor Relationship

Most lead systems are black boxes from the distributor's perspective. A rep submits a lead and never hears what happened. The Leads Portal gives HT Hackney full visibility into their submitted pipeline - which leads are active, which are being worked, which have been won, and which need their help. This transparency strengthens the partnership and drives more lead submissions because reps can see their work is being followed up.

View Leads Portal → 🗒️ View Sample Lead Form →
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Section 03

Digital Media Programs

Prior to my arrival, Ronnoco had no formal digital media program, no platform, and no defined strategy. Black Pixel Media has been the creative and technology engine behind all of the digital work accomplished at Ronnoco.

Powered by Black Pixel Media

Digital media infrastructure, content management, player deployment, and creative delivery are powered by Black Pixel Media. Ronnoco’s digital media program runs on Black Pixel’s platform and network.

Black Pixel Media — Monthly Service Fees

Ronnoco pays Black Pixel Media a monthly service fee per active screen location. Fees cover content management, player network operations, creative delivery, and videowall configuration support where applicable.

Configuration Base Fee Videowall Add-on Total Monthly
1 Screen $29.95/mo $29.95/mo
2 Screen Videowall $29.95/mo + $45.00/mo $74.95/mo
3 Screen Videowall $29.95/mo + $45.00/mo $74.95/mo

The videowall add-on fee ($45.00/mo) applies to any configuration with 2 or more screens and covers the additional complexity of multi-display synchronization, layout management, and videowall-specific content rendering.

Black Pixel Players
Deployed and stable at customer locations through the Black Pixel Network. Proven hardware running reliable digital media delivery in the field.
🎨
Black Pixel Media
Creative and technology engine for all digital work at Ronnoco. Combines digital signage strategy, cloud-based content delivery, and partner-focused value programs for c-store, foodservice, and hospitality verticals.
📦
Program Benefit Model
Digital media is included in Distributor Bundle leases while customers remain in compliance with the Ronnoco Supply, Service & Marketing Agreement. Not a standalone service. View Agreement →
Chain Policy (15+ Locations)

Customers operating 15 or more stores may be evaluated case-by-case for expanded or custom digital media engagement. Any chain-level custom digital media support requires Ronnoco approval and documented program scope.

Non-Bundled Distributor Digital Media Orders

For distributors placing digital media orders outside of a bundle program, the standard order process runs through Deal Builder → Digital Media. Each order captures the distributor's program, screen configuration, Ronnoco products carried, cup sizes, and retail pricing.

🖥️
1 Screen
$99/mo

Player included. Single-screen digital media deployment with Ronnoco-branded content, seasonal graphics, and program promotions delivered through the Black Pixel Network.

✅ Player included  |  No separate hardware cost
🖥️🖥️
2 Screen Videowall
$149/mo

Two-screen videowall configuration. Player hardware required separately.

+ $399 player  |  + $29.95 shipping
🖥️🖥️🖥️
3 Screen Videowall
$149/mo

Three-screen videowall configuration. Player hardware required separately.

+ $399 player  |  + $29.95 shipping
What the Order Form Captures
Distributor Info
Program & distributor details
Screen Config
1-screen or 2/3-screen videowall
Ronnoco Products
Products carried at customer location
Cup Sizes & Pricing
Retail cup sizes & customer prices
Start a Digital Media Order →
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Section 04

Deal Builder Platform

The central tool developed to solve the gap between how the sales team actually works and what existing systems could support. A deal workflow platform - starting from the lead, building the deal, routing it through approvals and finance, tracking it to close.

View Live Platform →

HT Hackney Onboarding - Results

📈
More Productive Team
Since bringing HT Hackney onto the platform, the sales team has become measurably more productive with a clear, structured deal workflow.
🔍
More Lead Data Flowing
More lead information is captured and flowing into the system as reps work their deals - improving visibility and reporting quality.
📊
Easy Distributor Reporting
Deals easily reported back to HT Hackney through their portal. The process produces efficient, well-documented deals right through to customer setup.
⚠️ The Internal Process Blocker

Deal Builder worked. Deals were coming through clean, complete, and structured. Then they hit Ronnoco's internal operations. The ops team required the sales team to fill out legacy forms - even though all of that information had already been collected and was available in their dashboard. This created a significant blocker. Mixed messaging from sales, service, and operations teams compounded the problem. The friction was not a technology problem. It was an internal coordination problem.

Platform Capabilities

🎯
Lead Intake & Portal Integration
Distributor-specific forms feed directly into the deal workflow.
🧮
Live ROI Calculator
Hard qualification gates - unqualified loaned deals cannot be submitted.
Director Approval Workflow
Loaned equipment deals route through director approval queue automatically.
🏦
Finance & Credit Integration
Smarter Equipment Finance queue with credit application directly from the customer quote.
📦
Operations Queue
Equipment ordering, fulfillment, and installation scheduling workflow.
📱
Progressive Web App
Installable on any device. Works offline. Full audit trail on every deal action.
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Section 05

Salesforce Integration - Proof of Concept

The Deal Builder workflows were presented to Ronnoco's IT team as examples of what the sales system should accomplish. A basic Salesforce connection was built - a proof of concept to demonstrate feasibility, not a hardened production integration.

🎯
What Was Built
A basic SF connection designed to show that Deal Builder workflows could be secured and tied to the Salesforce platform. The goal was to open a conversation with IT - not to present a production system.
🛑
IT Response
IT reviewed the POC and asked that development stop. Called it "too immature" - but what they reviewed was a feasibility demo. No hardening or security requirements were ever provided.
⏸️
Current Status
On hold - pending a Salesforce replacement path. Without IT requirements or organizational support, the path forward cannot be defined or executed alone.
The Work Didn't Get a Fair Showing

A real integration path would require more development - but the critical gap is that IT never provided hardening and security requirements. Without that guidance, it was not possible to build to their standard. The door should not be closed on this work.

Two Paths Forward

🏪
Salesforce AppExchange
Submit Deal Builder as a formal Salesforce ISV managed package. Routes through Salesforce's own security review - typically satisfies enterprise IT without a separate custom audit. Ronnoco installs through the marketplace.
🤝
IT Re-engagement
Resume development with a clear set of hardening and security requirements from IT. Build to their standard with proper guidance. Requires organizational commitment and direction.
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Section 06

Status Dashboard

Current status of every initiative as of August 2026.

Leasing / Equipment Programs

Four deal types defined. ROI framework enforced. SEF agreement signed.

● Operational

Distributor Bundle Programs

Six bundles active. $199/$299 monthly programs. Rolling out through distributor channel.

● Active

Distributor Leads Portal

Live at distributorleads.netlify.app. Distributor-scoped lead forms, pipeline routing, rep assignment, and Won → Deal Builder conversion active.

● Live

Internal Process Alignment

Ops team requiring legacy forms despite data being in dashboard. Sales/ops/service coordination needed.

⚠ Blocked

Deal Builder Platform

Live at dealbuilder.netlify.app. HT Hackney onboarded. Hampered by internal ops process gaps.

● Live

Deal Builder / Salesforce Application

POC built and shown to IT. Development halted per IT request. No requirements provided.

⏸ On Hold

Digital Media Program

Integrated into bundle program as compliance benefit. Chain policy defined.

● Active

Digital Signage - Black Pixel Players

Deployed and stable at customer locations through the Black Pixel Network.

● Deployed

Black Pixel Media

Creative and technology engine behind all digital work. Funded independently.

● Active

Three-Tier Pricing Architecture

Fully designed and documented. Requires IT and finance alignment to implement in Salesforce.

◎ Documented
Section 07

Topics for Wednesday

Greg is receiving this information for the first time, and Wednesday's meeting is an opportunity to walk through it together and make sure he has everything he needs to evaluate the work and the path forward. Follow-up questions are welcome — use the Submit a Question feature at the bottom of any section and I'll respond directly.

01

Internal Process Alignment

The operations process blocker is the most immediate obstacle to deal velocity. Deals are being built correctly and efficiently - but stalling internally when they reach customer setup. I'd like to understand whether there is appetite to address this formally.

02

Deal Builder / Salesforce Path Forward

Deal Builder is an investment in Ronnoco's sales infrastructure — the tooling that turns a lead into an active product program. The question is what path best aligns with how Ronnoco wants to manage that investment going forward: an AppExchange listing that routes through Salesforce's own security review, a formal IT engagement with defined hardening requirements, or another structure entirely.

03

Resourcing

Scaling these initiatives - particularly the Salesforce integration, digital media program, and Deal Builder rollout - requires organizational commitment that has not been available. What does that process look like from a CFO's perspective?

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