✨ AI Summary
Key Points from Call with Jake Williams
Jake confirmed StreamData is moving forward with the Enterprise plan. They want to start onboarding in March with 10 seats initially, expanding to 25 by Q3. Main concern was data migration from their current CRM (HubSpot). He requested a custom demo for his engineering team next Thursday focusing on the API and integrations.
Next Steps
Send enterprise contract with 10-seat pricing by Wednesday
Schedule technical demo for Thursday 2 PM with Jake's engineering team
Prepare HubSpot data migration plan and timeline
Follow up on API documentation questions from Jake