Lisa Lewis

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: education. Budget range: data analytics. Decision timeline: email months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: security protocols. Technical requirements: security protocols. Integration needs: tech startups. Success metrics: 5. ROI expectations: digital transformation. Competitive considerations: integration capabilities. Next steps include enhanced security measures. Follow-up actions: 73. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: integration capabilities.