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Ana Ferreira
Head of Sales, BrightPath Inc
Email
ana@brightpath.io
WhatsApp
+55 11 9876-5432
Deal
$42,000 Growth Plan
Stage
Negotiation
Timeline
Emails
WhatsApp
Calls
Today
W
WhatsApp Conversation
10:15 AM
Hi! I reviewed the proposal with my team. We're excited but have a few questions about the onboarding timeline.
10:15 AM
Great to hear! Happy to walk through the onboarding process. We typically get teams live in 48 hours. What specific concerns does your team have?
10:18 AM
Main concern is data migration from our current CRM. We have about 12,000 contacts.
10:20 AM
No problem at all — we handle CSV imports up to 50K contacts. I'll send you the migration guide via email right now.
10:22 AM
✉
Email
10:25 AM
Sent: "BrightPath Migration Guide & Onboarding Timeline" — attached CSV import docs and onboarding checklist
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