crm.pegasiai.com/#calendar
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June 2026
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Aaron Wells
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Follow-up · Northwind
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Lisa Park
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Demo · Acme Corp
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Dana Reed
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Follow-up · TechFlow
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Demo · Michael Chen
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Sarah Vance
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Appointment Preparation
Michael Chen

+1 (913) 578-9276 · Northwind Co

Thu, Jun 25 20262:00 PM

Product demo — cloud VoIP for 15 lines across 2 offices.

AI Preparation Brief generated
Preparing brief from past calls…

Michael at Northwind Co is evaluating cloud VoIP for 15 lines across 2 offices. Engaged but price-sensitive — wants a live demo before committing.

Likely Objections
  • Concerned about porting 15 existing numbers
  • Pricing vs. current on-prem PBX
  • Call quality / reliability on cloud
Preferences
  • Prefers Thursday afternoon meetings
  • Wants month-to-month, no annual lock-in
  • Interested in the AI auto-attendant
Recommendations
Lead with the number-porting guarantee and a 40–60% cost comparison, then demo the AI auto-attendant live. Offer a 30-day month-to-month trial to close.
Based on 2 previous calls · Last call: 06-12-2026 (Interested)
Call History 2
Jun 12, 2026, 2:14 PM Interested 4m 32s
Jun 5, 2026, 11:02 AM Callback Scheduled 2m 18s
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