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Acme Corp · Discovery call
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Aisha walked us through Acme's current note-taking workflow (a mix of manual write-ups by RevOps and Otter for selected calls). The biggest pain is post-call write-ups eating ~6 hours/week per AE. Decision criteria: predictable per-seat pricing, fast implementation, and Microsoft Teams parity — they switched from Zoom in February. Aisha is the technical evaluator; budget owner is Marcus (CRO), introduced next.
Key points
- Acme switched Zoom → Microsoft Teams in Feb; Teams parity is non-negotiable for them
- RevOps team currently writes call summaries by hand; ~6h/week per AE in lost selling time
- Aisha is technical evaluator; CRO Marcus is the budget owner — needs follow-up call
- Existing Otter usage is selective and considered low-value (her quote: 'reads like a marketing summary')
Next steps
- ☐ Jordan: Send DPA + sub-processor list by Wed 6 May
- ☐ Jordan: Calendar invite for follow-up with Marcus (CRO) — w/c 11 May
- ☐ Aisha: Forward DPA to Sam in legal, cc Jordan
- ☐ Aisha: Identify the 8 pilot AE seats + share email list once DPA is back
- ☐ Jordan: Pre-provision the 8 pilot accounts so onboarding is one click
Talk-time analytics
AishaAcme · Head of RevOps 13m 18s · 42% 27 turns · longest run 1m 24s · 14 questions · 18 statements |
Jordan 18m 42s · 58% 31 turns · longest run 1m 36s · 6 questions · 27 statements · 5 commitments |
What was hedged
- Aisha: “maybe expand beyond AE seats” — wants to see pilot success before committing to wider rollout
- Aisha: “not sure if Marcus will push back on per-seat pricing” — flagged as risk for the CRO call
Punted for later
- Salesforce auto-sync — explicitly punted to phase 2 of rollout (CRO call to confirm scope)
- Custom data residency (UK-only bucket) — Aisha flagged Marcus will ask; revisit after DPA review
What wasn’t covered
- Pricing for the Marcus follow-up — Aisha asked for a price sheet; not delivered
- Implementation timeline — discussed start date but not intermediate milestones
