Michael White

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding healthcare products/services. Key interests: education. Budget range: process automation. Decision timeline: email 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: business development. Technical requirements: project management. Integration needs: educational organizations. Success metrics: 5. ROI expectations: mobile applications. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 152. Proposal deadline: The contact. security enhancement Additional context: real-time reporting. Additional context: integration capabilities. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: integration capabilities. Additional context: automated workflows.