David King

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding education products/services. Key interests: consulting. 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 21, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: security protocols. Integration needs: financial institutions. Success metrics: 9. ROI expectations: mobile applications. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 276. Proposal deadline: The contact. security enhancement Additional context: enhanced security measures. Additional context: automated workflows. Additional context: integration capabilities. Additional context: automated workflows. Additional context: real-time reporting. Additional context: integration capabilities.