Meetings
Monday, July 6 · 2 meetings · 2 follow-ups pending
Discovery call — Elena Rodriguez
Acme Corp · VP Engineering
Agenda
Key Talking Points
Key Context
Product demo — Vertex Systems
David Okafor (CTO) · Priya Nair (VP Ops) · +3 engineers
$1.2M opportunity. David (CTO) is technically focused — lead with data pipeline flexibility and custom API. They evaluated Salesforce last year — lead with our superior data model. Priya Nair is new to the deal; give her a 2-min context brief first. Competitor price is 40% higher — don't discount unless pressed.
Elena and James expressed strong enthusiasm for the AI forecasting module. Key concern raised: data residency for EU-based customers. James confirmed budget is pre-approved but contract requires legal review. Engineering team asked about Salesforce integration timeline — confirmed 6 weeks for full sync.
Action Items from Jun 26
TechFlow · Proposal follow-up
To: Sarah Chen (CEO)
"Hi Sarah — following up on the revised proposal. Happy to jump on a quick call to address the implementation timeline..."
Acme Corp · Check-in
To: Elena Rodriguez
"Hi Elena — checking in ahead of your board meeting on the 18th. Happy to prepare an executive ROI summary..."