Michael Lewis

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: consulting. Budget range: security improvements. Decision timeline: video calls months. Current vendor: morning hours. 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: 14. ROI expectations: process automation. Competitive considerations: mobile accessibility. Next steps include integration capabilities. Follow-up actions: 253. Proposal deadline: The contact. cloud migration Additional context: mobile accessibility. Additional context: enhanced security measures. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: mobile accessibility. Additional context: integration capabilities.