Meeting information
Invitee time
2026-07-30 · 10:00 AM
- Tracko ID
- TRACKO-2411
- Host
- Bishal Adhikari
- Guest
- Priya Sharma (priya@northwind.io)
- Duration
- 47 minutes
- Platform
- Google Meet
- Purpose
- Evaluate platform for 400-seat rollout
- Status
- completed
Recording
No audio URL returned
Enterprise Rollout Discovery
Audio not available
Lead score
88
AI qualified
Decision confidence
92%
Client engagement
High
Sentiment
Positive
Agenda
- Current meeting documentation workflow
- Security and data residency requirements
- Pricing for 400 seats
- Rollout timeline
Discussion summary
Generated by AI from the transcript
Northwind is replacing a manual note-taking process across three regional sales teams. Priya confirmed budget approval for Q3 and highlighted compliance review as the main gating item. The team is comparing us with two incumbents but prefers our lead-scoring depth. A technical security review with their CISO is the agreed next step.
Key decisions
- Move forward with a 30-day pilot for the APAC sales team
- Security questionnaire to be returned within 5 business days
- Pricing anchored at annual billing with 400 seats
Action items
Send SOC 2 report and DPABishal AdhikariAug 1
Share 400-seat annual quotationBishal AdhikariAug 2
Introduce CISO for security reviewPriya SharmaAug 4
Pending items
- Confirmation of data residency region
- Procurement contact details
Risks identified
- Competing incumbent renewal lands in September
- Compliance review could extend the timeline by 3 weeks
AI follow-up suggestions
Send proposal
Arrange technical demo
Share security brochure