Joshua White

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: education. Budget range: security improvements. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: system architecture. Integration needs: healthcare providers. Success metrics: 11. ROI expectations: data analytics. Competitive considerations: real-time reporting. Next steps include automated workflows. Follow-up actions: 277. Proposal deadline: The contact. security enhancement Additional context: real-time reporting. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility.