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08:14
PauseSummarize
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
AI summary
Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah

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Q3 Renewal Call
Today · 42 min
Vendor security review
Yesterday · PDF
How to run a renewal
Monday · YouTube
Pricing ideas, on a walk
Monday · 9 min

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DRAFT EMAILRenewal follow-up: revised quoteHi Dana, following up on this morning's call. We're confirming 40 seats at your current per-seat rate, and the security review is closed. Revised quote attached.
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Priya N.
Priya N.Product Manager

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Translated to EnglishShow original
0:00 / 28:14
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
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Tomás R.Sales Lead, Madrid

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Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah
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CraftNote runs its own transcription, so we didn't need Zoom cloud recording or a paid Zoom plan to use it. Records locally and encrypts everything. An easy sell to our security team.

Roz W.
Roz W.Head of IT, financial services

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