Notes

Discussed their current workflow and pain points. They're looking for better pipeline visibility and automated follow-ups. Decision maker is Sarah Chen, VP of Engineering. Budget approved for Q3.

Sent customized pricing proposal. They want monthly billing instead of annual. Need to follow up about API access limits.

Needs CRM migration from Salesforce. 500+ contacts, custom fields, API integrations. Looking for enterprise SLA.

Total pipeline: $1.27M. Focus on moving negotiation deals to close. Need to add 3 new leads this week.