David Taylor

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding consulting products/services. Key interests: technology. Budget range: data analytics. Decision timeline: video calls months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 21, 2025. Team size: 0 people. Implementation timeline preference: cloud infrastructure. Technical requirements: security protocols. Integration needs: educational organizations. Success metrics: 2. ROI expectations: data analytics. Competitive considerations: enhanced security measures. Next steps include mobile accessibility. Follow-up actions: 170. Proposal deadline: The contact. process automation Additional context: enhanced security measures. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: enhanced security measures. Additional context: mobile accessibility.