Benjamin Jackson

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: finance. Budget range: process automation. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: security protocols. Integration needs: tech startups. Success metrics: 11. ROI expectations: data analytics. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 429. Proposal deadline: The contact. cloud migration Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: automated workflows. Additional context: real-time reporting.