Post-Call Automation
Generated
Orion Tech — Discovery Call
Today · 34 min
Prospect confirmed
manual RFP process
across 3 teams. Budget authority is VP of Ops.
Next step:
send proposal by Friday and schedule technical deep-dive.
Action Items
Send follow-up summary email
Sarah M
Share proposal deck by Friday
Alex R
Schedule technical deep-dive
James K
CRM opportunity updated with notes and next steps
Synced