Sophia Jackson

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: data analytics. Decision timeline: in-person meetings months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: project management. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 15. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include mobile accessibility. Follow-up actions: 158. Proposal deadline: The contact. cloud migration Additional context: automated workflows. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: enhanced security measures.