Sarah Taylor

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: consulting. Budget range: mobile applications. Decision timeline: video calls months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: data analysis. Technical requirements: project management. Integration needs: tech startups. Success metrics: 9. ROI expectations: process automation. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 348. Proposal deadline: The contact. system upgrade Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: automated workflows.