James Lee

Notes

Sales consultation conducted on March 24, 2025 with The contact regarding consulting products/services. Key interests: healthcare. Budget range: mobile applications. 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: data analysis. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 5. ROI expectations: data analytics. Competitive considerations: automated workflows. Next steps include automated workflows. Follow-up actions: 178. Proposal deadline: The contact. process automation Additional context: automated workflows. Additional context: real-time reporting. Additional context: real-time reporting. Additional context: enhanced security measures. Additional context: integration capabilities. Additional context: integration capabilities.