Michael Lee

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding retail products/services. Key interests: consulting. Budget range: security improvements. Decision timeline: video calls months. Current vendor: afternoon sessions. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: business development. Integration needs: tech startups. Success metrics: 12. ROI expectations: security improvements. Competitive considerations: enhanced security measures. Next steps include enhanced security measures. Follow-up actions: 180. Proposal deadline: The contact. system upgrade Additional context: automated workflows. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: integration capabilities. Additional context: enhanced security measures.