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Northstar · Demo & next steps
Maya Patel
Alex Chen
Sam Taylor
You
Northstar · Demo & next steps
Recording, 01:30
Alex Chen: Yes, let’s start with five. If it works well, we’d roll it out to all 20.
Sam Taylor: We’ll need the HubSpot integration, and our budget is €12,000 a year. Can you confirm what’s included?
Maya Patel: I’ll send a proposal and a two-week pilot plan by Thursday, and confirm the HubSpot details.
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Northstar · Demo & next steps
- Maya Patel
- Alex Chen
- Sam Taylor
- You
Northstar · Demo & next steps
Recording, 01:30
Alex Chen: Yes, let’s start with five. If it works well, we’d roll it out to all 20.
Sam Taylor: We’ll need the HubSpot integration, and our budget is €12,000 a year. Can you confirm what’s included?
Maya Patel: I’ll send a proposal and a two-week pilot plan by Thursday, and confirm the HubSpot details.
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Northstar · Demo & next steps
Today, 11:34 AM · Google Meet
Transcript
Alex Chen00:12
The demo looks good. Our reps spend too much time updating the CRM after every call.
Maya Patel00:29
Would you be open to a pilot with a few reps to see how much time it saves?
Alex Chen00:41
Yes, let’s start with five. If it works well, we’d roll it out to all 20.
Sam Taylor00:57
We’ll need the HubSpot integration, and our budget is €12,000 a year. Can you confirm what’s included?
Maya Patel01:14
I’ll send a proposal and a two-week pilot plan by Thursday, and confirm the HubSpot details.
Alex Chen01:34
Let’s review it on Tuesday with our finance lead. She’ll need to approve the budget.
Sam Taylor01:49
I’ll invite her and share our current workflow before the call.
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The problem: reps were spending too much time updating the CRM after calls.
Discovery call · Alex Chen · 00:18
The progress: Northstar agreed to a five-rep pilot, with a potential rollout to 20.
Demo & next steps · Alex Chen · 00:41
Still to resolve: HubSpot integration details and finance approval for the €12,000 budget.
Demo & next steps · Sam 00:57 · Alex 01:34
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