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Notes / Corvane Logistics

TODAY, 2:00 PM

Corvane Logistics · Discovery call

Captured
PSJDPriya Shah + 2 othersGoogle Meet47 min

The conversation, at a glance

Corvane wants to give its sales team a single source of customer context.
Priya confirmed budget and a phased rollout, pending IT approval.

KEY DECISIONStart with a 15-person pilot

Commercials to follow IT review.

NEXT STEPSend the security overview

Jamie Davis · Due Friday

Illustrative data

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Corvane Logistics
Active deal
  1. Oct 06 · Discovery

    “We have $30K set aside.”

    Budget identified
  2. Oct 13 · Product demo

    “Let’s bring our IT team in.”

    New stakeholder
  3. Oct 20 · Commercials

    “We can stretch to $50K.”

    Budget updated
Ask LynkkProCorvane · 3 conversations

What did Corvane say about budget across our last 3 calls?

Grounded in 3 conversations

Corvane’s budget moved from $30K to $50K as the scope became clearer.

The $50K is for a phased rollout, conditional on IT approval.

Next move: send the security overview before the proposal.

Illustrative data

Hello to closed-won

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Priya Shah on the video callPriya Shah

Priya ShahHow does this compare to what you quoted us last time?

SalesStopHide⌘\
Ask, or press ⌘↩ for help with what’s on screenHelp
Help with this momentUsed screen: Google ChromeUsed meeting

Your notes don’t have last time’s quote, so don’t guess. Earlier on this call they said $30K is set aside. Try: “I’ll send last time’s numbers today. A 15-person pilot fits inside that $30K.”

MeGood question, let me pull that up.

ThemHow does this compare to what you quoted us last time?

Illustrative call

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