Charlotte Garcia

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: education. Budget range: mobile applications. Decision timeline: video calls months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 15. ROI expectations: cloud solutions. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 90. Proposal deadline: The contact. process automation Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: automated workflows. Additional context: enhanced security measures.