Looks like your 2pm with Acme didn't get recorded — no transcript came through.

Want to do a quick debrief so we don't lose the details? A voice note works fine — just dump what you remember and I'll structure it.

✅ Got it. Here's what I pulled together:

Call summary — Acme, 2pm

• Walked David through ROI projections for the Q3 rollout
• Pricing pushback on the per-seat model — they want a flat platform fee
• David's comfortable, but flagged that procurement will want a security review before contracting
• New name in the room: Dana Whitfield, VP Operations — sat in for the second half

Follow-ups

• Send the security questionnaire response packet to David by Wed
• Draft a flat-fee pricing scenario for the next meeting

🆕 New stakeholder: Dana wasn't in the account plan. She's not on any of your past calls and isn't tagged in Salesforce.

Adding her to the Acme account now and pulling background. Be back in a few minutes.

perfect, thanks. yeah Dana surprised me — David didn't mention her in advance.

Profile's up in #deal-acme-corp.

Short version: Dana led Acme's vendor consolidation initiative last year — they cut their SaaS stack by ~30% across H1. She'll likely have a strong perspective on adding any new tool to the stack.

Worth keeping in mind before the next conversation. Want me to draft a positioning angle for her specifically?