Joshua Thomas

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding finance products/services. Key interests: consulting. Budget range: security improvements. Decision timeline: email months. Current vendor: early morning. Pain points with existing solution: a mutual connection. Required features: April 7, 2025. Team size: 0 people. Implementation timeline preference: business development. Technical requirements: business development. Integration needs: tech startups. Success metrics: 3. ROI expectations: cloud solutions. Competitive considerations: integration capabilities. Next steps include automated workflows. Follow-up actions: 11. Proposal deadline: The contact. cloud migration Additional context: real-time reporting. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: mobile accessibility.