Ava Clark

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: process automation. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 13. ROI expectations: cloud solutions. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 195. Proposal deadline: The contact. process automation Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: enhanced security measures.