Prospects & Opportunities

Prospects & Opportunities Hub

Sales Pipeline & Opportunity Management

🎯 Purpose

This hub contains complete sales materials for prospects in our pipeline - companies and organizations evaluating our solutions but not yet contracted.

Important: These are prospects, not customers. Projects are in proposal, demonstration, or pilot phases.

📊 Current Pipeline Overview

Active Prospects

Organization	Opportunity Value	Stage	Priority	Next Action
Sepfluor Limited (Mining - Fluorspar)	R2.5M-R4.5M (3-year)	Research/Discovery	⭐⭐⭐⭐⭐ CRITICAL	First engagement
SPAR Group (JSE-Listed Retail)	R5M-R8M (3-year)	Discovery/Demo	⭐⭐⭐⭐⭐ CRITICAL	LinkedIn engagement
SACE (South African Council for Educators)	R7.5M-R17M Year 1	Demo/Proposal	⭐⭐⭐⭐⭐ CRITICAL	Presentation (date TBD)
NSTF (National Science & Technology Forum)	R23.6M-R93M (3-year ecosystem)	Discovery/Warm Lead	⭐⭐⭐⭐⭐ ECOSYSTEM MULTIPLIER	Schedule discovery call
KopanoWorks (Construction & Electrical)	Custom	Demo/Onboarding	⭐⭐⭐⭐⭐ CRITICAL	Client presentations
Theory (ISO Consulting)	TBD	Discovery	⭐⭐⭐⭐ HIGH	Presentation meeting
MGSLG (Mathew Goniwe School)	Reference/Pilot	Reference Customer	⭐⭐⭐⭐ HIGH	Testimonial collection

AssessFlow Prospects

Organization	Opportunity Value	Stage	Priority	Next Action
Xolani Mahlobo (KZN)	TBD	Demo/Discovery	⭐⭐⭐⭐⭐ CRITICAL	Live demo — 23 April 2026
Nzuzo Ndlela (Bellagio Holdings)	Strategic Partner + Channel	Demo/Partnership	⭐⭐⭐⭐⭐ CRITICAL	Teams demo — 29 April 2026

ConformEdge Prospects

Organization	Opportunity Value	Stage	Priority	Next Action
Pule (Independent SHEQ Practitioner)	Partner/User (TBD)	Demo	⭐⭐⭐ MEDIUM	Teams demo — 02 April 2026

Total Pipeline Value: R38.6M-R122.5M (Year 1-3, including NSTF ecosystem)

📁 Prospect Documentation

Discovery Health — QueueHere Clinical Data Partnership 🏥

→ View Complete Discovery Health Package

Opportunity: Strategic data partnership / white-label (commercial structure open) — pattern reusable for any medical scheme (Momentum, Bonitas, GEMS, etc.)

Solution: A consented, de-identified, clinical-grade triage & presentation dataset built on the QueueHere platform — the data layer upstream of the claim (acuity, vitals, red flags, chronic context, time-to-call). Complements Discovery’s claims data + HealthID.

Contact: [Discovery Health contact — data / actuarial / partnerships]

Status:

✅ Platform + data pipeline live (triage, consent capture, de-identification, population-health view, audited export)
✅ Representative dataset seeded for live demo (6 practices, 842 consented patients, 1,353 triaged visits)
🔄 SA hosting cutover (Dube TradePort) + POPIA legal opinion in flight
⏳ Presentation to Discovery contact — outcome determines pilot direction

Materials Ready:

Presentation deck (15 slides, data-partnership lead)
Presentation script (spoken talk-track — near-verbatim words to say, with demo cues)
Executive summary one-pager (PDF-ready)
Live demo script (drives the running platform + seeded data)
Competitive positioning (vs claims data, HealthID, EHR/PMS, brokers, build-in-house)
Objection handling guide (14 objections, honest-reframe responses)
Implementation roadmap (working session → joint pilot → scale)
Commercial models (data partnership / white-label / hybrid — pilot-first)
Technical overview (for data-governance / security teams)
Discovery meeting preparation (stakeholder map, qualification, questions)
Case studies & proof points (live platform, iSu delivery track record, SATS validation, governance)

Key Differentiators:

Owns clinical-grade presentation data (what the patient had + acuity) vs incumbents’ claims data (what was billed)
POPIA §26 opt-in consent + code-inspectable de-identification (k-anonymity, decrypt-then-band, pseudonyms)
Governance with receipts: AES-256-GCM, DB-enforced append-only audit, multi-tenant isolation, in-country SA residency (Dube TradePort)
“Clinical tool with a data revenue stream” — adoption is the data pipeline; trust is the wedge

Target Structure: Data partnership (lead) · white-label distribution · or hybrid co-investment-to-scale

BuildQ — Cloud BoQ Platform for SA Construction 🏗️

→ View Complete BuildQ Package

Opportunity: Product pitch (SaaS) to the SA construction value chain — reusable across segments and tailorable to a specific firm.

Solution: BuildQ — a cloud-native Bill of Quantities platform built around SA standards (SANS 1200, JBCC/GCC/NEC, CIDB, regional rate libraries). Produce a tender-ready BoQ in ~30 minutes; real-time collaboration, AI rate estimation, professional PDF/Excel exports, offline PWA. Live: buildq.isutech.co.za

Pitch to: Architects (lead wedge) · Quantity Surveyors · Contractors · Public sector / parastatals

Status:

✅ Live in production; Phase 1 (admin, collaboration, exports, AI) shipped
✅ Demo-grade project on prod — Kwa-Mnyandu Eco Farmstead (R739,715, 11 sections, 115 items)
🔄 Phase A go-to-market (custom-per-conversation pricing)

Materials Ready:

Presentation deck (15 slides, multi-segment) + spoken presentation script
Live demo script (matches the real Kwa-Mnyandu project data)
Executive summary one-pager
Competitive positioning (vs CCS Candy, BuildSmart, WinQS, Excel + supplier-BoQs, Togal.AI, Buildxact)
Objection handling guide
Pricing & tiers (Free / Starter / Professional / Enterprise — public-safe framing)

Key Differentiators:

SA-standards data moat; cloud-native modern UX vs desktop incumbents; ~60% below CCS Candy; self-serve (no sales call)
The architect wedge — produce a BoQ in 30 min, supplier-agnostic (vs waiting days for a supplier-quoted, catalogue-bundled BoQ)
AI rate estimation with shown reasoning + anomaly guardrail; offline-first for load-shedding

Sepfluor Limited - Community Impact Visibility Platform ⛏️

→ View Complete Sepfluor Package

Opportunity: R2.5M-R4.5M (3-year strategic partnership)

Solution: Community Impact Visibility Platform (Data Intelligence + DocsHub) for SLP compliance automation, Mining Indaba award submissions, GRI 14: Mining Sector 2024 compliance, and community impact transparency.

Contact: Hendrik Snyman (CEO) | Dr. Lelau Mohuba (Chairman) | Jolandi Nel (General Enquiries)

Status:

✅ Comprehensive documentation prepared (6 core documents)
✅ Mining Indaba 2026 deadline analyzed (submissions open June 2025, deadline September 2025)
✅ GRI 14: Mining Sector 2024 research completed
⏳ Awaiting first engagement (CEO or Chairman)

Materials Ready:

Executive summary one-pager (PDF-ready)
Pricing & investment options (3 tiers: pilot R550K-R750K, production R1.5M-R2M, strategic partnership R2.5M-R4.5M)
Demo script (40-45 minutes)
Objection handling guide (13 objection categories, comprehensive Q&A)
Competitive positioning (vs. Power BI, Big 4, SAP, in-house)
Implementation roadmap (week-by-week pilot plan, 8-10 weeks delivery)

Key Differentiators:

Only mining SLP-specific platform (vs. generic ESG/BI tools)
Mining Indaba award templates built-in (Community Engagement, Labour, Transparency)
GRI 14: Mining Sector 2024 compliance (ready for 2026 deadline)
8-10 week delivery (vs. 6-24 months competitors)
Proven ROI: 134% (MGSLG), 85% code reuse
South African data residency (Hetzner Cape Town, POPIA compliant)

Target Products:

Primary: Data Intelligence (SLP compliance dashboards, Mining Indaba submission builder, GRI 14 tracking)
Secondary: DocsHub (SLP documentation, community consultation records, stakeholder agreements, evidence library)
Future: Multi-site expansion (Wiltin, Wallmannsthal deposits)

Time-Sensitive Factor:

Mining Indaba 2026 submissions open June 2025 (7 months away), deadline September 2025 (10 months away)
Pilot must start by end of January 2025 to maximize award potential (10 months of platform data)
Delay past May 2025 = miss Mining Indaba 2026 entirely (earliest opportunity: 2027)

SPAR Group - Transformation Intelligence Platform 🛒

→ View Complete SPAR Package

Opportunity: R5M-R8M (3-year strategic partnership)

Solution: Transformation Intelligence Platform (Data Intelligence + DocsHub) for ESG monitoring, Business Transformation Committee reporting, B-BBEE compliance, and supplier development analytics.

Contact: Phumlani Dyini - Group Chief ESG Officer | Governance, Risk & Compliance and Transformation Executive

Status:

✅ LinkedIn connection accepted (January 2025)
✅ Comprehensive documentation prepared (6 core documents)
✅ Working demos available (MGSLG, SACE)
⏳ Awaiting first engagement message

Materials Ready:

Executive summary one-pager (PDF-ready)
Pricing & investment options (3 tiers + value-exchange)
Demo script (30-40 minutes)
Objection handling guide (comprehensive Q&A)
Competitive positioning (vs. Power BI, Big 4, SAP, in-house)
Implementation roadmap (week-by-week pilot plan)

Key Differentiators:

134% ROI proven (MGSLG case study)
85% code reuse from MGSLG/SACE platforms
Transformation-specific (not generic BI)
South African data residency (Hetzner Cape Town)
Integrated platform (Data Intelligence + DocsHub)
8-12 week delivery (vs. 6-24 months competitors)

Target Products:

Primary: Data Intelligence (ESG monitoring, transformation tracking, compliance dashboards)
Secondary: DocsHub (ESG documentation, governance policies, compliance evidence)
Future: ThriveSend B2B2G (franchise communications to 2,500+ stores)

SACE - Provider Intelligence System 🏛️

→ View Complete SACE Package

Opportunity: R7.5M-R17M Year 1 (up to R94M by Year 3)

Solution: Data Intelligence System for 400,000+ educators across 500+ training providers

Status:

✅ System built and production-ready
✅ Comprehensive demo script prepared
✅ Business case documented (R7.5M-R17M ROI)
⏳ Awaiting presentation meeting confirmation

Materials Ready:

Executive summary one-pager (PDF-ready)
Presentation deck (15 slides)
Demo script (25 minutes)
ROI calculator (Excel template)
Pricing & investment options (3-tier strategy)
Pilot partnership program (R500k-R1M)
Competitive positioning
Implementation roadmap
Objection handling guide
Technical documentation

Key Differentiators:

85% code reuse from proven MGSLG platform
Built in 5 weeks (vs 6-9 months from scratch)
ML-powered quality scoring (78% accuracy)
Real-time compliance tracking for 400,000 educators

NSTF - Awards Management System + Technology Ecosystem Partnership 🔬

→ View Complete NSTF Package

Opportunity: R23.6M-R93M (3-year ecosystem potential) - STRATEGIC GATEWAY TO SET SECTOR

Solution: Awards Management Platform + Technology Alliance accessing 100+ member organizations (professional bodies, science councils, universities)

Contact: NSTF Official (warm lead from recent meeting)

Status:

✅ Warm introduction established (NSTF official confirmed Everlytic limitations)
✅ Comprehensive documentation prepared (13 documents - most extensive prospect package)
✅ Ecosystem opportunity analysis completed (100+ member organizations mapped)
✅ Member prospects database created (tiered targeting, R23.6M-R93M potential)
✅ Partnership framework designed (revenue share, member benefits, referral mechanisms)
⏳ Next Action: Schedule discovery call with NSTF Executive Director

Materials Ready:

Executive summary one-pager (PDF-ready, ecosystem focus)
Ecosystem opportunity analysis (100+ member org intel, market sizing R23.6M-R93M)
Member prospects database (tier-based targeting: science councils, professional bodies, universities)
Partnership framework (Technology Alliance Program, referral mechanisms, revenue models)
Pricing & investment options (4 models: pilot R150K-R250K, comprehensive R300K-R500K, full ecosystem R500K-R800K, alliance with revenue share)
Demo script (30-45 minutes, awards platform walkthrough)
Objection handling guide (budget, change management, Everlytic integration, ecosystem partnership)
Competitive positioning (vs. status quo, in-house, generic SaaS, Big 4, local vendors)
Implementation roadmap (8-week pilot, 12-week comprehensive, 26-week full ecosystem)
Technical overview (POPIA compliance, SA hosting, security, integrations)
First outreach messages (warm lead templates, referral introduction)
Discovery meeting preparation (stakeholder mapping, BANT qualification, ecosystem exploration)
Case studies & proof points (MGSLG, SACE, Sepfluor relevance to NSTF)

Key Differentiators:

ECOSYSTEM MULTIPLIER: Not just one client (R500K-R2M), but gateway to 100+ organizations (R23.6M-R93M)
Dual value: Technology for NSTF + referral access to member organizations
Warm lead: Existing relationship established, pain points acknowledged (“Everlytic limited”)
NSTF endorsement: “Preferred Technology Partner” = credibility transfer to entire SET sector
Distribution channel: Discussion forums (5-6/year, 30-80 decision-makers each), eNews (100+ orgs monthly)
First-mover advantage: No established “SET sector technology partner” exists
November 2025 urgency: Awards registration opens Nov 4, 2025 (8-month delivery window)

Target Products:

Primary (NSTF Direct): Awards Management System (R300K-R500K)
Secondary (NSTF): Event Management + Membership Portal (Full Ecosystem R500K-R800K)
Ecosystem (Member Orgs): CPD platforms, membership portals, event systems, research management (R23.6M-R93M over 3 years)

Ecosystem Potential (3-Year Conservative):

Tier	Organizations	Avg Deal Size	Total Market
Science Councils (CSIR, NRF, ARC)	5-8 wins	R2M-R5M	R10M-R40M
Regulatory Bodies (ECSA, SACNASP)	3-5 wins	R1.5M-R3M	R4.5M-R15M
Professional Bodies (SAIEE, SAICE, IITPSA)	10-15 wins	R500K-R1.5M	R5M-R22M
Universities (UCT, Wits, UP)	5-10 wins	R500K-R1M	R2.5M-R10M
Industry/Science Centers	8-12 wins	R200K-R500K	R1.6M-R6M

Priority Member Targets (Post-NSTF Success):

ECSA - Engineering Council (CPD platform, documented need)
IITPSA - IT Professionals (tech-savvy, immediate resonance)
CSIR - Africa’s largest R&D org (R5M-R20M opportunity)
NRF - National research funder (grant management platform)
SAIEE - Electrical engineers institute (full tech stack needs)

Time-Sensitive Factors:

Nov 4, 2025: NSTF awards registration opens (8 months to deliver platform)
2025 Quantum Science Theme: High visibility year (UN International Year)
First-mover window: No established SET sector tech partner (competitive advantage closes as others enter)
Warm lead decay: Relationship strength diminishes over time (act within 30 days)

Strategic Importance:

Game-changer opportunity: Transforms pipeline from R15M-R29.5M to R38.6M-R122.5M (4x multiplier)
Market position: Establishes iSu as “SET Sector Technology Partner” (defensible moat)
Recurring revenue: Member organization referrals create multi-year pipeline (Years 2-3 expansion)
Proof point engine: Each member win strengthens NSTF relationship and credibility
Network effects: Members refer other members (viral growth within ecosystem)

KopanoWorks — Construction & Electrical Project Management 🏗️

→ View Complete KopanoWorks Package

Opportunity: Custom pricing — construction & electrical project management platform

Solution: KopanoWorks mobile-first platform for construction and electrical firms — project planning, budget & cost tracking, daily site logs, safety & incident management, risk assessments, employee compliance, photo documentation, punch lists, tasks & scheduling, and offline field capture.

Target Market: South African construction and electrical contractors with 2+ active projects and 10+ field workers

Status:

✅ Platform production-ready with 16 integrated modules
✅ Demo data loaded — 3 projects (OR Tambo R285M, uMhlanga R125M, Sandton R45M)
✅ Executive summary and demo script prepared
✅ Reusable prospect package for any construction/electrical client
⏳ Active client presentations

Materials Ready:

Executive summary one-pager (PDF-ready)
Demo script (45 minutes — 3 projects covering full lifecycle)

Key Differentiators:

Offline-first mobile app for remote construction sites
Budget & cost visibility from the day a project is awarded — before construction starts
Photo documentation with automatic GPS and timestamp metadata
South African compliance (Annexure 3, DoL reporting, CIDB competency tracking, ZAR)
One platform from award through construction to handover
Delay tracking that identifies schedule risks before they become expensive

Demo Projects:

OR Tambo Airport Terminal B Extension (R285M) — Awarded, not started — shows pre-construction visibility and delay tracking
uMhlanga Ridge Mixed-Use Development (R125M) — 45% active construction — daily operations, safety, workforce management
Sandton Office Tower Electrical Upgrade (R45M) — 78% commissioning — punch lists, compliance close-out, handover

Theory (M-Theory) - ISO Compliance Platform 🏗️

→ View Complete Theory Package

Opportunity: ConformEdge platform subscription + channel partnership

Solution: ConformEdge AI-powered ISO compliance management platform — enabling Theory to manage all client organisations from a single dashboard with AI document classification, real-time gap analysis, and one-click audit packs.

Contact: Founding Director

Status:

✅ Comprehensive documentation prepared (8 core documents)
✅ ConformEdge platform production-ready
⏳ Awaiting presentation meeting

Materials Ready:

Executive summary one-pager
Pricing & investment options (Business plan R4,499/mo)
Demo script (45 minutes, consulting-focused)
Objection handling guide
Competitive positioning
Implementation roadmap (4-week onboarding)
Presentation deck (15 slides)
Discovery meeting preparation

Key Differentiators:

Only AI-powered platform for quality/SHEQ standards
Multi-tenant consulting architecture (purpose-built for firms like Theory)
IMS cross-standard engine (~441 cross-references)
Subcontractor self-service portal
2-3x consultant capacity increase
95% reduction in audit preparation time
South African native (ZAR pricing, Paystack payments)

Target Products:

Primary: ConformEdge Business plan (R4,499/mo for up to 50 users)
Secondary: Channel partnership (referral revenue on client subscriptions)

MGSLG - Analytics Platform 📊

→ View MGSLG Reference Materials

Status: Reference customer / Proof point

Success Metrics:

✅ 83.6% completion rate (vs 15.8% national average)
✅ 1,500 participants tracked across 6 provinces
✅ 78% ML prediction accuracy
✅ Built in 5 weeks

Use Case:

Proof point for SACE (same platform, proven results)
Reference for other education sector prospects
Case study for marketing materials

Materials Ready:

Demo guide (15-20 minutes)
Success metrics dashboard
Technical architecture (reusable for SACE)

🎯 Prospect Qualification Criteria

We pursue prospects that meet:

✅ Budget: R2M+ annual opportunity
✅ Authority: Direct access to decision-makers
✅ Need: Clear pain point we solve
✅ Timeline: Can close within 12 months
✅ Fit: Match our technology capabilities

SACE meets all criteria - high-priority pursuit.

📈 Sales Process Stages

Stage 1: Discovery ✅

Initial contact made
Pain points identified
Stakeholders mapped
Budget confirmed

Stage 2: Demonstration ⏳ (SACE current stage)

Live demo scheduled or completed
Value proposition presented
Technical questions answered
Business case delivered

Stage 3: Proposal

Formal proposal submitted
Pricing negotiated
Contract terms agreed
Pilot or full deployment defined

Stage 4: Negotiation

Legal review
Security/compliance validation
Final pricing discussions
Implementation planning

Stage 5: Closed Won 🎉

Contract signed
Move to [Customer Success] documentation
Implementation begins
Remove from prospects pipeline

💰 Deal Value Tracking

Current Quarter Pipeline:

Sepfluor: R2.5M-R4.5M (3-year strategic partnership)
SPAR: R5M-R8M (3-year strategic partnership)
SACE: R7.5M-R17M (Year 1)
Total: R15M-R29.5M

Weighted Value (by probability):

Sepfluor (40% confidence - research stage, time-sensitive Mining Indaba deadline): R1M-R1.8M
SPAR (50% confidence - LinkedIn connection, documentation ready): R2.5M-R4M
SACE (60% confidence - demo stage, proposal ready): R4.5M-R10.2M
Total: R8M-R16M

Target: Close R10M+ in deals this quarter

🎓 Using Prospect Materials

Before Prospect Meeting:

Review complete prospect package (e.g., sace/)
Read executive summary one-pager
Practice demo script
Prepare ROI calculator with their numbers
Review objection handling guide
Confirm technical setup (if live demo)

During Prospect Meeting:

Use presentation deck as visual aid
Follow demo script structure
Show live system (if technical audience)
Present ROI calculator with their data
Address objections using guide
Leave behind executive summary one-pager

After Prospect Meeting:

Update CRM with notes
Send follow-up email with materials
Address any outstanding questions
Propose next steps (pilot, proposal, contract)
Update deal stage and probability

📊 Conversion Metrics

Track and improve:

Discovery → Demo: Target 60%
Demo → Proposal: Target 50%
Proposal → Closed Won: Target 40%
Overall Win Rate: Target 12% (cold) | 30% (warm)

Current performance:

SACE: Discovery ✅ → Demo ⏳ (60% stage)
MGSLG: Reference customer (100% success proof point)

🚨 Risk Management

Common Prospect Risks

Budget Risk:

Mitigation: Offer pilot partnership program (R500k-R1M)
Mitigation: Phased payment plans
Mitigation: Outcomes-based pricing

Timeline Risk:

Mitigation: Proven fast delivery (5 weeks for SACE build)
Mitigation: 85% code reuse reduces development time
Mitigation: Pilot can start within 30 days

Technical Risk:

Mitigation: MGSLG proven platform (83.6% completion)
Mitigation: Open-source stack (Python, PostgreSQL, React)
Mitigation: Source code escrow for business continuity

Competition Risk:

Mitigation: SA data residency advantage
Mitigation: Education sector expertise (MGSLG proof)
Mitigation: Fast time-to-market (ready NOW vs 12+ months)

📞 Prospect Support

Need Help Closing a Deal?

Sales strategy: Review prospect package materials
Technical questions: Escalate to technical team
Pricing negotiations: Consult leadership
Contract terms: Involve legal/finance

CRM & Tracking

Log all prospect interactions
Update deal stages regularly
Track competitor mentions
Note objections for pattern analysis

🔄 Moving to Customer Status

When prospect closes:

Update status: Prospects → Customers
Create customer folder: Move relevant docs to customer section
Archive prospect materials: Keep for future reference
Celebrate win! 🎉
Begin implementation: Follow deployment guides
Collect testimonial: For future prospects

✅ Prospect Documentation Checklist

For each new prospect, create:

SACE has all of these ✅

Nzuzo Ndlela — Bellagio Holdings (AssessFlow) 🏛️

→ View Bellagio Holdings Demo Script

Opportunity: Strategic partner + channel — GIAMA compliance via government asset management portfolio company

Product: AssessFlow — GIAMA Compliance Suite

Contact: Nzuzo Ndlela (richard@bellagioholdings.co.za) — Investor, Bellagio Holdings

Status:

✅ Demo script prepared (Teams, 35 min — GIAMA suite focus + partnership framing)
✅ Demo data seeded (2 portfolios, 50 properties each with audit data)
✅ Property upload CSVs ready (DPW Western Cape 25, Gauteng Provincial Assets 25)
⏳ First demo — 29 April 2026

Materials Ready:

Demo script with full talking points, Q&A cheat sheet, and pivot lines
Property data CSVs for live upload during demo
Demo data reference document

Key Notes:

Nzuzo is an investor with BBBEE credentials — not the end-user buyer
His portfolio includes a government asset management company doing GIAMA compliance work
Meeting goal: impress him enough to get introduced to the operational team
Partnership angle: iSu technology + Bellagio BBBEE + government relationships = strongest tender bid
Two paths: customer (Agency tier R22,500/mo) or strategic partner (white-label/credit reselling)
Demo data located at /var/www/assess-flow/docs/business/demo-data/

Pule — Independent SHEQ Practitioner (ConformEdge) 🔧

→ View Pule Prospect Package

Opportunity: End-user, Referral Partner, or Consulting Partner (TBD after demo)

Product: ConformEdge — AI-Powered SHEQ & Compliance Management

Contact: Pule (surname TBC) — Independent SHEQ Officer/Practitioner

Status:

✅ Executive summary prepared
✅ Demo script prepared (Teams screen share, 25-35 min)
⏳ First demo — 02 April 2026

Materials Ready:

Executive summary one-pager
Demo script (with discovery questions, objection handling)

Key Notes:

First ConformEdge-specific prospect in the DocsHub
Has heard about ConformEdge verbally but never seen the platform
Relationship type to be determined after demo (user vs partner vs hybrid)
Different from enterprise iSu prospects — this is SaaS product sales/partnerships

iSu Technologies Prospects & Opportunities Hub Systematic approach to winning deals Last Updated: 02/04/2026