Ava Taylor

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: education. Budget range: digital transformation. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: business development. Integration needs: healthcare providers. Success metrics: 14. ROI expectations: process automation. Competitive considerations: real-time reporting. Next steps include real-time reporting. Follow-up actions: 465. Proposal deadline: The contact. system upgrade Additional context: enhanced security measures. Additional context: automated workflows. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: real-time reporting.