Recap Call Notes
Paste your raw call notes or shorthand; we'll create a polished client follow-up email with clear structure and professional tone.
Hi, I just finished our discovery call with Pinnacle Tech and took some notes but they are pretty messy. Can you help me turn this into a professional follow-up email? Here are my raw notes: Discovery call - March 5 - Jennifer Walsh CTO, Marcus IT ops. Current pain points - managing 150 users across 4 locations, integration issues with legacy system, frustrated with current vendor support response times (24-48 hrs). Budget approved for Q2 implementation, looking for solution before summer. Impressed with our API flexibility. Concerns about data migration timeline - needs to be done over weekend to avoid downtime. Next steps - send technical specs doc, schedule demo for their IT team next week, get legal to review contract terms. They want proposal by March 15. Also mentioned potential expansion to European office if pilot goes well. Meeting went really well, good chemistry with the team.
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