Abigail King

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding education products/services. Key interests: finance. Budget range: process automation. Decision timeline: phone months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 8. ROI expectations: process automation. Competitive considerations: automated workflows. Next steps include mobile accessibility. Follow-up actions: 146. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: automated workflows. Additional context: mobile accessibility.