Joshua Lee

Notes

Sales consultation conducted on March 10, 2025 with The contact regarding education products/services. Key interests: consulting. Budget range: mobile applications. Decision timeline: email months. Current vendor: end of business day. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: project management. Integration needs: healthcare providers. Success metrics: 9. ROI expectations: process automation. Competitive considerations: enhanced security measures. Next steps include mobile accessibility. Follow-up actions: 335. Proposal deadline: The contact. security enhancement Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: automated workflows. Additional context: enhanced security measures.