BEGIN TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-04 12:15:02)
Context
{
"events": [
{
"id": 23545,
"body": "Dear Klemen,\n\nFurther to our discussion and email exchange I have an ok from our management to instigate a pilot with meetings.bio, at the pilot rates you mentioned in our call.\n\nHow should the next steps look from your end? I am guessing there is a contractual framework we should review, and if you send that to me I can get this processed by our legal team while we instigate further discussions on the process in our exchanges from here.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T11:17:26Z",
"message_id": "<FR0P281MB195078A650DEC5E26739E830F72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1644,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/81393398521?pwd=KzJTIbXCQmFVVTkWVJCvvcSn3Qp3mF.1</br></br><strong>Contact's Time Zone: </strong>UK, Ireland, Lisbon Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Interested in the platform, database make-up, danger of backlisting, lead fees, success rates etc.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-11T10:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23572,
"body": "Bodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen",
"type": "email",
"title": "Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-14T12:37:12Z",
"message_id": "<c44d7197b94a9d3152fed91970aaa247@frontapp.com>",
"recipients": [
"bodo.spoeri@nuvisan.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23558,
"body": "Hi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-13T13:16:11.710Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23546,
"body": "Hi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-11T11:47:18Z",
"message_id": "<FR0P281MB1950FEDE87E9B1CBDC274FEAF7242@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23542,
"body": "Hi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-11T10:48:05.069Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23567,
"body": "Hi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T13:51:14Z",
"message_id": "<FR0P281MB195076AB5452FDE8DDFB4BBEF72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "NUVISAN",
"prospects": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"uyen.nguyen@nuvisan.com"
],
"full_name": "Uyen Nguyen",
"last_name": "Nguyen",
"first_name": "Uyen",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"christoph.sachse@nuvisan.com"
],
"full_name": "Christoph Sachse",
"last_name": "Sachse",
"first_name": "Christoph",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
}
Entity
{
"id": 1654,
"deal": {
"id": 564,
"name": "NUVISAN",
"owner": 2,
"stage": 6,
"public_id": "eb7831c7-6d33-4105-bf0c-70051bfbe0a4",
"external_id": "17858332706",
"last_modified_in_crm": "2024-03-29T07:07:08.504000Z"
},
"vars": null,
"state": null,
"status": "INITIATED",
"next_task": null,
"events_hash": null,
"fingerprint": null,
"next_task_key": null
}
--- MODEL INVOCATION 'pipeline_stage 0 GPT_4' at cost $0.0612 (at 2024-04-04 12:15:02)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine into which sales pipeline stage this deal would need to be categorized. The deal is represented by the given communication and accompanying metadata.\n\nThe following pipeline stages are available: LEAD, EXPLORATORY, PROPOSAL, CLOSING, NOT_NOW, CLOSED_WON, CLOSED_LOST.\n\nThe following are the requirements that need to be met in order to categorize the conversation into one of the pipeline stages:\n\n* LEAD:\n\n- No meetings were yet scheduled between the seller and the buyer.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* EXPLORATORY:\n\n- The introductory meeting was already scheduled.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- The deal is not yet at the stage when a written proposal is suppose to be or was sent to the buyer.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* PROPOSAL:\n\n- There is a clear indication that a written proposal needs to be sent to the buyer (but was not sent yet).\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSING:\n\n- There is a clear indication that a written proposal has been delivered to the buyer, or there is an explicit notion that sufficient information about offering was delivered to the buyer so that it is possible to move forward with closing.\n- There is no indication that the buyer does not want to proceed, there is no indication that it is bad timing.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* NOT_NOW\n\n- There is an indication from the buyer that the timing is not right to proceed with the deal.\n- There is no indication that the buyer does not want to proceed in general.\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\n* CLOSED_WON\n\n- There is a clear indication that the agreement was signed by the buyer.\n- IMPORTANT: It needs to be very clear and explicit that the agreement was signed. It is not good enough if the agreement is about to be signed. If the agreement is in the process of being signed but was not signed yet, you should classify the deal into \"CLOSING\".\n\n\n* CLOSED_LOST\n\n- There is a clear indication that the buyer does not want to proceed with deal (as in not being interested).\n- There is no indication that an agreement has been delivered to the buyer or signed by the buyer.\n\n\nTake special care when classifying into CLOSED_WON and CLOSED_LOST categories. The deal is considered CLOSED_LOST if and only if the buyer expressed very explicitly that they do not want to receive any further emails or that they are not interested. The deal is considered CLOSED_WON if and only if it is clear that the agreement was already signed and that the deal has been successfully closed. If you are unsure whether the deal has already been closed or not, rather select one of the non-closed categories.\n\n---\n\nThe following conversation needs to be examined and categorized:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-04 12:15:02.611475."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nRECIPIENTS: bodo.spoeri@nuvisan.com\nTIME: 2024-03-14 12:37:12+00:00\n\nBODY:\n\nBodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-13 13:16:11.710000+00:00\n\nBODY:\n\nHi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-11 11:47:18+00:00\n\nBODY:\n\nHi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-11 10:48:05.069000+00:00\n\nBODY:\n\nHi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: NUVISAN\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Bodo Spori\nPROSPECT COMPANY: NUVISAN The Science CRO"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"LEAD",
"EXPLORATORY",
"PROPOSAL",
"CLOSING",
"NOT_NOW",
"CLOSED_WON",
"CLOSED_LOST"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Re: Discussion follow up
SENDERS: klemen@meetings.bio
RECIPIENTS: bodo.spoeri@nuvisan.com
TIME: 2024-03-14 12:37:12+00:00
BODY:
Bodo,
We prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.
Have a nice end of the week,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-13 13:16:11.710000+00:00
BODY:
Hi Bodo,
Nice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-11 11:47:18+00:00
BODY:
Hi Klemen,
Many thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.
I will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-11 10:48:05.069000+00:00
BODY:
Hi Bodo,
Thank you for your time. Attached is an overview of our services and the business model.
Let me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: NUVISAN
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Bodo Spori
PROSPECT COMPANY: NUVISAN The Science CRO
Response
{
"id": "chatcmpl-9AGHe5u08cu6ttEvY9XaaU7anhJlM",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1882,
"prompt_tokens": 1724,
"completion_tokens": 158
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"CLOSING\",\"explanation\":\"The deal should be categorized as CLOSING because there is a clear indication that a written proposal (the agreement) has been delivered to the buyer, as seen in the email from Klemen to Bodo on 2024-03-13, where Klemen mentions that the agreement is attached for review. Additionally, Bodo's response on the same day acknowledges receipt of the agreement and mentions that it has been forwarded to their legal team for review. This indicates that sufficient information about the offering has been delivered to the buyer so that it is possible to move forward with closing. However, there is no indication that the agreement has been signed by the buyer yet, which would be required to categorize the deal as CLOSED_WON.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712232902,
"system_fingerprint": "fp_f38f4d6482"
}
END TRANSITION from PIPELINE_STAGE with CONVERSATION_ONGOING into REPLY_OR_WAIT (at 2024-04-04 12:15:11)
BEGIN TRANSITION from REPLY_OR_WAIT with WAIT_FOR_MESSAGE into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-04 12:15:44)
Context
{
"events": [
{
"id": 23545,
"body": "Dear Klemen,\n\nFurther to our discussion and email exchange I have an ok from our management to instigate a pilot with meetings.bio, at the pilot rates you mentioned in our call.\n\nHow should the next steps look from your end? I am guessing there is a contractual framework we should review, and if you send that to me I can get this processed by our legal team while we instigate further discussions on the process in our exchanges from here.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T11:17:26Z",
"message_id": "<FR0P281MB195078A650DEC5E26739E830F72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1644,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/81393398521?pwd=KzJTIbXCQmFVVTkWVJCvvcSn3Qp3mF.1</br></br><strong>Contact's Time Zone: </strong>UK, Ireland, Lisbon Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Interested in the platform, database make-up, danger of backlisting, lead fees, success rates etc.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-11T10:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23572,
"body": "Bodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen",
"type": "email",
"title": "Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-14T12:37:12Z",
"message_id": "<c44d7197b94a9d3152fed91970aaa247@frontapp.com>",
"recipients": [
"bodo.spoeri@nuvisan.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23558,
"body": "Hi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-13T13:16:11.710Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23546,
"body": "Hi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-11T11:47:18Z",
"message_id": "<FR0P281MB1950FEDE87E9B1CBDC274FEAF7242@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23542,
"body": "Hi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-11T10:48:05.069Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23567,
"body": "Hi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T13:51:14Z",
"message_id": "<FR0P281MB195076AB5452FDE8DDFB4BBEF72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "NUVISAN",
"prospects": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
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],
"full_name": "Uyen Nguyen",
"last_name": "Nguyen",
"first_name": "Uyen",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"christoph.sachse@nuvisan.com"
],
"full_name": "Christoph Sachse",
"last_name": "Sachse",
"first_name": "Christoph",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
}
Entity
{
"id": 1654,
"deal": {
"id": 564,
"name": "NUVISAN",
"owner": 2,
"stage": 6,
"public_id": "eb7831c7-6d33-4105-bf0c-70051bfbe0a4",
"external_id": "17858332706",
"last_modified_in_crm": "2024-03-29T07:07:08.504000Z"
},
"vars": {
"pipeline_stage": "CLOSING"
},
"state": "REPLY_OR_WAIT",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"fingerprint": {
"events": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "7d1a1571a2bf86ada6e736836b8b226d446f0cc8",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'reply_or_wait 0 GPT_4' at cost $0.0397 (at 2024-04-04 12:15:44)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the seller should respond immediately or not.\n\nNormally, if the buyer wrote the last email in the correspondence, the seller should respond to that, if nothing else, with a courteous one-liner. The only exception is when the buyer has sent the last email but that email does not carry any information goal or intent; it is merely a courteous one-liner saying \"thank you\" or something similar.\n\nNote that if the seller is waiting for the buyer to respond then the correct category is \"WAIT_FOR_MESSAGE\".\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* IMMEDIATE_REPLY - The seller should reply immediately and the buyer is awaiting a response.\n* WAIT_FOR_MESSAGE - The seller is in the process of waiting for the buyer's message and will need to respond after they have received it.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-04 12:15:44.472285."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nRECIPIENTS: bodo.spoeri@nuvisan.com\nTIME: 2024-03-14 12:37:12+00:00\n\nBODY:\n\nBodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-13 13:16:11.710000+00:00\n\nBODY:\n\nHi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-11 11:47:18+00:00\n\nBODY:\n\nHi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-11 10:48:05.069000+00:00\n\nBODY:\n\nHi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: NUVISAN\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Bodo Spori\nPROSPECT COMPANY: NUVISAN The Science CRO"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"IMMEDIATE_REPLY",
"WAIT_FOR_MESSAGE"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Re: Discussion follow up
SENDERS: klemen@meetings.bio
RECIPIENTS: bodo.spoeri@nuvisan.com
TIME: 2024-03-14 12:37:12+00:00
BODY:
Bodo,
We prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.
Have a nice end of the week,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-13 13:16:11.710000+00:00
BODY:
Hi Bodo,
Nice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-11 11:47:18+00:00
BODY:
Hi Klemen,
Many thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.
I will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-11 10:48:05.069000+00:00
BODY:
Hi Bodo,
Thank you for your time. Attached is an overview of our services and the business model.
Let me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: NUVISAN
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Bodo Spori
PROSPECT COMPANY: NUVISAN The Science CRO
Response
{
"id": "chatcmpl-9AGILZqK80IEoct5vvgd7nYnep8hB",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1204,
"prompt_tokens": 1084,
"completion_tokens": 120
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"WAIT_FOR_MESSAGE\",\"explanation\":\"The last email in the correspondence was sent by Klemen, the seller, to Bodo, the buyer. In this email, Klemen mentions preferring to wait with the onboarding until the agreement is in place and suggests waiting for the initial feedback from Bodo's legal team before proceeding. Since the last message was sent by the seller and it indicates a waiting period for the buyer's next action (feedback from the legal team), the seller should now wait for the buyer to respond. Therefore, the correct category is 'WAIT_FOR_MESSAGE'.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712232945,
"system_fingerprint": "fp_9ff10d0055"
}
END TRANSITION from REPLY_OR_WAIT with WAIT_FOR_MESSAGE into DEFAULT_OR_POSTPONED_REMINDER (at 2024-04-04 12:15:50)
BEGIN TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-04 12:26:04)
Context
{
"events": [
{
"id": 23545,
"body": "Dear Klemen,\n\nFurther to our discussion and email exchange I have an ok from our management to instigate a pilot with meetings.bio, at the pilot rates you mentioned in our call.\n\nHow should the next steps look from your end? I am guessing there is a contractual framework we should review, and if you send that to me I can get this processed by our legal team while we instigate further discussions on the process in our exchanges from here.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T11:17:26Z",
"message_id": "<FR0P281MB195078A650DEC5E26739E830F72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1644,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/81393398521?pwd=KzJTIbXCQmFVVTkWVJCvvcSn3Qp3mF.1</br></br><strong>Contact's Time Zone: </strong>UK, Ireland, Lisbon Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Interested in the platform, database make-up, danger of backlisting, lead fees, success rates etc.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-11T10:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23572,
"body": "Bodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen",
"type": "email",
"title": "Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-14T12:37:12Z",
"message_id": "<c44d7197b94a9d3152fed91970aaa247@frontapp.com>",
"recipients": [
"bodo.spoeri@nuvisan.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23558,
"body": "Hi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-13T13:16:11.710Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23546,
"body": "Hi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-11T11:47:18Z",
"message_id": "<FR0P281MB1950FEDE87E9B1CBDC274FEAF7242@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23542,
"body": "Hi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-11T10:48:05.069Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23567,
"body": "Hi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T13:51:14Z",
"message_id": "<FR0P281MB195076AB5452FDE8DDFB4BBEF72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "NUVISAN",
"prospects": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
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],
"full_name": "Uyen Nguyen",
"last_name": "Nguyen",
"first_name": "Uyen",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"christoph.sachse@nuvisan.com"
],
"full_name": "Christoph Sachse",
"last_name": "Sachse",
"first_name": "Christoph",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
}
Entity
{
"id": 1654,
"deal": {
"id": 564,
"name": "NUVISAN",
"owner": 2,
"stage": 6,
"public_id": "eb7831c7-6d33-4105-bf0c-70051bfbe0a4",
"external_id": "17858332706",
"last_modified_in_crm": "2024-03-29T07:07:08.504000Z"
},
"vars": {
"pipeline_stage": "CLOSING"
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"fingerprint": {
"events": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "7d1a1571a2bf86ada6e736836b8b226d446f0cc8",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'default_or_postponed_reminder 0 GPT_4' at cost $0.0357 (at 2024-04-04 12:26:04)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: Below is an email exchange between a seller whose name is Klemen Hrovat and a buyer. You task is to determine whether the seller should respond according to their default follow-up strategy or whether the buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nBased on these instructions, classify the correspondence into one of the two categories:\n\n* DEFAULT_SCHEDULE - The seller should respond according to their default follow-up strategy as some specific follow-up time is not evident from the discussion.\n* REQUESTED_TO_POSTPONE - The buyer requested to postpone the discussions and so the seller should get back to them at a specific time in the future.\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-04 12:26:04.160737."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nRECIPIENTS: bodo.spoeri@nuvisan.com\nTIME: 2024-03-14 12:37:12+00:00\n\nBODY:\n\nBodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-13 13:16:11.710000+00:00\n\nBODY:\n\nHi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-11 11:47:18+00:00\n\nBODY:\n\nHi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-11 10:48:05.069000+00:00\n\nBODY:\n\nHi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: NUVISAN\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Bodo Spori\nPROSPECT COMPANY: NUVISAN The Science CRO"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"category",
"explanation"
],
"properties": {
"category": {
"enum": [
"DEFAULT_SCHEDULE",
"REQUESTED_TO_POSTPONE"
],
"type": "string",
"title": "Category"
},
"explanation": {
"type": "string",
"title": "Explanation"
}
}
}
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Re: Discussion follow up
SENDERS: klemen@meetings.bio
RECIPIENTS: bodo.spoeri@nuvisan.com
TIME: 2024-03-14 12:37:12+00:00
BODY:
Bodo,
We prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.
Have a nice end of the week,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-13 13:16:11.710000+00:00
BODY:
Hi Bodo,
Nice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-11 11:47:18+00:00
BODY:
Hi Klemen,
Many thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.
I will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-11 10:48:05.069000+00:00
BODY:
Hi Bodo,
Thank you for your time. Attached is an overview of our services and the business model.
Let me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: NUVISAN
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Bodo Spori
PROSPECT COMPANY: NUVISAN The Science CRO
Response
{
"id": "chatcmpl-9AGSKBB3fphgp3jXyjBu7dMjZci51",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1111,
"prompt_tokens": 1033,
"completion_tokens": 78
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"category\":\"DEFAULT_SCHEDULE\",\"explanation\":\"The email exchange does not contain any specific request from the buyer to postpone discussions to a future date. Instead, the latest email from the seller to the buyer suggests waiting for initial feedback from the buyer's legal team before proceeding, without specifying a date or time to follow up. Therefore, the seller should continue with their default follow-up strategy.\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712233564,
"system_fingerprint": "fp_b77cb481ed"
}
END TRANSITION from DEFAULT_OR_POSTPONED_REMINDER with DEFAULT_SCHEDULE into CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-04 12:26:07)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-04 12:26:07)
Context
{
"events": [
{
"id": 23545,
"body": "Dear Klemen,\n\nFurther to our discussion and email exchange I have an ok from our management to instigate a pilot with meetings.bio, at the pilot rates you mentioned in our call.\n\nHow should the next steps look from your end? I am guessing there is a contractual framework we should review, and if you send that to me I can get this processed by our legal team while we instigate further discussions on the process in our exchanges from here.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T11:17:26Z",
"message_id": "<FR0P281MB195078A650DEC5E26739E830F72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1644,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/81393398521?pwd=KzJTIbXCQmFVVTkWVJCvvcSn3Qp3mF.1</br></br><strong>Contact's Time Zone: </strong>UK, Ireland, Lisbon Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Interested in the platform, database make-up, danger of backlisting, lead fees, success rates etc.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-11T10:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23572,
"body": "Bodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen",
"type": "email",
"title": "Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-14T12:37:12Z",
"message_id": "<c44d7197b94a9d3152fed91970aaa247@frontapp.com>",
"recipients": [
"bodo.spoeri@nuvisan.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23558,
"body": "Hi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-13T13:16:11.710Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23546,
"body": "Hi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-11T11:47:18Z",
"message_id": "<FR0P281MB1950FEDE87E9B1CBDC274FEAF7242@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23542,
"body": "Hi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-11T10:48:05.069Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23567,
"body": "Hi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T13:51:14Z",
"message_id": "<FR0P281MB195076AB5452FDE8DDFB4BBEF72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "NUVISAN",
"prospects": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"uyen.nguyen@nuvisan.com"
],
"full_name": "Uyen Nguyen",
"last_name": "Nguyen",
"first_name": "Uyen",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"christoph.sachse@nuvisan.com"
],
"full_name": "Christoph Sachse",
"last_name": "Sachse",
"first_name": "Christoph",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
}
Entity
{
"id": 1654,
"deal": {
"id": 564,
"name": "NUVISAN",
"owner": 2,
"stage": 6,
"public_id": "eb7831c7-6d33-4105-bf0c-70051bfbe0a4",
"external_id": "17858332706",
"last_modified_in_crm": "2024-03-29T07:07:08.504000Z"
},
"vars": {
"pipeline_stage": "CLOSING"
},
"state": "DEFAULT_OR_POSTPONED_REMINDER",
"status": "IN_PROGRESS",
"next_task": null,
"events_hash": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"fingerprint": {
"events": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "7d1a1571a2bf86ada6e736836b8b226d446f0cc8",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0538 (at 2024-04-04 12:26:07)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales person. Your name is Klemen Hrovat. Your prospect (buyer) did not respond to your last email. It is now your task to send another email, trying to achieve the same goal as with your last email. So, read your last sent email carefully, and formulate a short and concise email that, on one hand, reminds the buyer to respond and, on the other, yet again expresses your intent.\n\nThe intent might be, but is not limited to, one of the following:\n* Convincing the prospect to make the first response.\n* Convincing the prospect to respond to a meeting invitation.\n* Convincing the prospect to respond to a post-meeting follow-up email.\n\nSince you are the last to send an email out, make sure to keep this one short and to the point.\nDo not start your emails with washed-up phrases such as \"I hope this email finds you well\".\n\nDo your best to follow these copywriting rules:\n- NEVER use any variation of sentences starting with \"I hope this email finds you\" or \"I hope this message finds you\"\n- Be concise and to the point\n- Write with assertiveness showing sender's confidence, competence, resilience\n- Keep emails around 100-250 words, if possible\n- Include a soft yet clear call-to-action that encourages a response\n- Be unique and diverging from previous messages\n- Foster interaction by inviting feedback and inquiries about additional information needs\n- Ask probing, open-ended questions encouraging recipient to think in new ways\n- Align with recipients' priorities, role, expertise, industry\n- Refer to past discussions, using recipient's words, showing active listening (if relevant)\n- Use relevant case studies and/or testimonials (if relevant)\n- If relevant, show recipient on how you can help, be useful and provide value\n- If recipient is not ready to buy, build a relationship\n- In general, focus mainly on provided value, outcomes, ROI\n- If relevant, show why it's beneficial to act now and what could happen if they don't\n- Connect on an emotional level, highlighting addressed pain points, use storytelling\n- Gently challenge misconceptions or outdated beliefs the recipient may have\n- Avoid being too verbose, convey as much information as succinctly as possible\n- Avoid being \"too salesy\"\n\n\nIn addition, follow these follow-up writing rules:\n- Briefly reference previous interaction or event that led to the follow-up\n- State the purpose of the follow-up\n- Include a clear but polite call to action that prompts the recipient to take the next step\n- Keep the follow-up email extremely short and to the point, focusing on the most important information\n\n\nThe following is the email exchange history, the last email in this list is the latest one:\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-04 12:26:07.699493."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nRECIPIENTS: bodo.spoeri@nuvisan.com\nTIME: 2024-03-14 12:37:12+00:00\n\nBODY:\n\nBodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-13 13:16:11.710000+00:00\n\nBODY:\n\nHi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-11 11:47:18+00:00\n\nBODY:\n\nHi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-11 10:48:05.069000+00:00\n\nBODY:\n\nHi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: NUVISAN\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Bodo Spori\nPROSPECT COMPANY: NUVISAN The Science CRO"
}
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"parameters": {
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"properties": {
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Re: Discussion follow up
SENDERS: klemen@meetings.bio
RECIPIENTS: bodo.spoeri@nuvisan.com
TIME: 2024-03-14 12:37:12+00:00
BODY:
Bodo,
We prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.
Have a nice end of the week,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-13 13:16:11.710000+00:00
BODY:
Hi Bodo,
Nice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-11 11:47:18+00:00
BODY:
Hi Klemen,
Many thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.
I will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-11 10:48:05.069000+00:00
BODY:
Hi Bodo,
Thank you for your time. Attached is an overview of our services and the business model.
Let me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: NUVISAN
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Bodo Spori
PROSPECT COMPANY: NUVISAN The Science CRO
Response
{
"id": "chatcmpl-9AGSNCC8R9holtECIHp6mabAoEy5d",
"model": "gpt-4-0125-preview",
"usage": {
"total_tokens": 1620,
"prompt_tokens": 1446,
"completion_tokens": 174
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"content_draft\":\"Bodo,\\n\\nJust touching base on our last conversation and the agreement sent over for your legal team's review. It's been a few weeks, and I wanted to ensure everything is progressing smoothly on your end. Is there any feedback or questions from your team that I can help clarify? Our goal is to streamline this process for you, making the onboarding as seamless as possible once we have the green light.\\n\\nLooking forward to moving ahead together and excited about the potential impact our collaboration could have on the early drug discovery phase at NUVISAN. Please let me know if there's anything more I can provide to facilitate this process.\\n\\nBest regards,\\n\\nKlemen Hrovat\",\"content_recipients\":[\"bodo.spoeri@nuvisan.com\"],\"content_subject\":\"Re: Agreement Review and Next Steps\"}"
}
},
"logprobs": null,
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],
"created": 1712233567,
"system_fingerprint": "fp_a7daf7c51e"
}
END ACTION (at 2024-04-04 12:26:18)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-08 13:01:17)
Context
{
"events": [
{
"id": 23545,
"body": "Dear Klemen,\n\nFurther to our discussion and email exchange I have an ok from our management to instigate a pilot with meetings.bio, at the pilot rates you mentioned in our call.\n\nHow should the next steps look from your end? I am guessing there is a contractual framework we should review, and if you send that to me I can get this processed by our legal team while we instigate further discussions on the process in our exchanges from here.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T11:17:26Z",
"message_id": "<FR0P281MB195078A650DEC5E26739E830F72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1644,
"body": "<strong>Location: </strong>https://us06web.zoom.us/j/81393398521?pwd=KzJTIbXCQmFVVTkWVJCvvcSn3Qp3mF.1</br></br><strong>Contact's Time Zone: </strong>UK, Ireland, Lisbon Time</br></br><strong>Please share anything that will help prepare for our meeting.</strong></br>Interested in the platform, database make-up, danger of backlisting, lead fees, success rates etc.</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-03-11T10:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23572,
"body": "Bodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen",
"type": "email",
"title": "Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-14T12:37:12Z",
"message_id": "<c44d7197b94a9d3152fed91970aaa247@frontapp.com>",
"recipients": [
"bodo.spoeri@nuvisan.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23558,
"body": "Hi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.",
"type": "email",
"title": "Front: Re: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-13T13:16:11.710Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23546,
"body": "Hi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-11T11:47:18Z",
"message_id": "<FR0P281MB1950FEDE87E9B1CBDC274FEAF7242@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23542,
"body": "Hi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.",
"type": "email",
"title": "Front: Discussion follow up",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-03-11T10:48:05.069Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23567,
"body": "Hi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.",
"type": "email",
"title": "RE: Discussion follow up",
"sender": "bodo.spoeri@nuvisan.com",
"persons": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": []
}
],
"direction": "EventDirection.INBOUND",
"timestamp": "2024-03-13T13:51:14Z",
"message_id": "<FR0P281MB195076AB5452FDE8DDFB4BBEF72A2@FR0P281MB1950.DEUP281.PROD.OUTLOOK.COM>",
"recipients": [
"klemen@meetings.bio"
],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "NUVISAN",
"prospects": [
{
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"uyen.nguyen@nuvisan.com"
],
"full_name": "Uyen Nguyen",
"last_name": "Nguyen",
"first_name": "Uyen",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
{
"emails": [
"christoph.sachse@nuvisan.com"
],
"full_name": "Christoph Sachse",
"last_name": "Sachse",
"first_name": "Christoph",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"bodo.spoeri@nuvisan.com"
],
"full_name": "Bodo Spori",
"last_name": "Spori",
"first_name": "Bodo",
"organizations": [
{
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "NUVISAN The Science CRO",
"domains": [
"nuvisan.com"
],
"industry": "CONSTRUCTION",
"description": "NUVISAN is a fully integrated Contract Research Organization with a 40 year track record of serving clients\u2019 needs in early and clinical development for pharmaceutical and biotech companies, academic institutes and CROs. The company\u2019s fully integrated ..."
}
}
Entity
{
"id": 1654,
"deal": {
"id": 564,
"name": "NUVISAN",
"owner": 2,
"stage": 6,
"public_id": "eb7831c7-6d33-4105-bf0c-70051bfbe0a4",
"external_id": "17858332706",
"last_modified_in_crm": "2024-03-29T07:07:08.504000Z"
},
"vars": {
"pipeline_stage": "CLOSING"
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 51,
"events_hash": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"fingerprint": {
"events": "da1d45486bd2db297691bd00ca3bc94fbe958d38",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "7d1a1571a2bf86ada6e736836b8b226d446f0cc8",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": "b312e58e1b80923fc154ecaef7639446355d3240"
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0635 (at 2024-04-08 13:01:17)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-08 13:01:17.713764."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nRECIPIENTS: bodo.spoeri@nuvisan.com\nTIME: 2024-03-14 12:37:12+00:00\n\nBODY:\n\nBodo,\n\nWe prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.\n\nHave a nice end of the week,\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-13 13:16:11.710000+00:00\n\nBODY:\n\nHi Bodo,\n\nNice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-11 11:47:18+00:00\n\nBODY:\n\nHi Klemen,\n\nMany thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.\n\nI will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up\nSENDERS: klemen@meetings.bio\nTIME: 2024-03-11 10:48:05.069000+00:00\n\nBODY:\n\nHi Bodo,\n\nThank you for your time. Attached is an overview of our services and the business model.\n\nLet me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Inbound)\nSUBJECT: RE: Discussion follow up\nSENDERS: bodo.spoeri@nuvisan.com\nRECIPIENTS: klemen@meetings.bio\nTIME: 2024-03-13 13:51:14+00:00\n\nBODY:\n\nHi Klemen,\n\nThat's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: NUVISAN\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Bodo Spori\nPROSPECT COMPANY: NUVISAN The Science CRO"
}
],
"functions": [
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Re: Discussion follow up
SENDERS: klemen@meetings.bio
RECIPIENTS: bodo.spoeri@nuvisan.com
TIME: 2024-03-14 12:37:12+00:00
BODY:
Bodo,
We prefer to wait with the onboarding until we have the agreement in place, so let's first wait for the initial feedback from your legal team before we proceed. Thanks for understanding.
Have a nice end of the week,
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-13 13:16:11.710000+00:00
BODY:
Hi Bodo,
Nice to hear that. Attached is the agreement for your review. Let me know when your legal team goes through. I also include the 10% off for the first 5 meetings.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-11 11:47:18+00:00
BODY:
Hi Klemen,
Many thanks for following up on our discussion with the additional information, and I can confirm there is interest in at least trialling this approach within Nuvisan, in particular the earlier drug discovery part of the organisation.
I will talk with senior management to see if we can get buy-in from them at the initial pilot rate you mentioned during our call, and will get back to you after this, as, if there is interest, we will need to review and agree contractual matters etc.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up
SENDERS: klemen@meetings.bio
TIME: 2024-03-11 10:48:05.069000+00:00
BODY:
Hi Bodo,
Thank you for your time. Attached is an overview of our services and the business model.
Let me know when you manage to debrief internally and make any decisions on who you want to work with to generate leads for Nuvisan.
-- END OF MESSAGE --
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Inbound)
SUBJECT: RE: Discussion follow up
SENDERS: bodo.spoeri@nuvisan.com
RECIPIENTS: klemen@meetings.bio
TIME: 2024-03-13 13:51:14+00:00
BODY:
Hi Klemen,
That's great, thanks very much and I have forwarded the agreement to our legal accordingly. I will get back to you shortly, and if you have a roadmap for the next stages of the process as well please provide that and we can proceed with the first steps here in parallel.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: NUVISAN
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Bodo Spori
PROSPECT COMPANY: NUVISAN The Science CRO
Response
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"function_call": {
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"arguments": "{\"subject_line\":\"Awaiting Your Feedback on the Agreement\",\"recipients\":[\"bodo.spoeri@nuvisan.com\"],\"greeting\":\"Hi Bodo,\",\"opening_line\":\"I hope you've had a productive start to the week.\",\"body\":\"It's been a few weeks since we last discussed the agreement and the roadmap for the next stages. I'm eager to hear any updates from your legal team and your thoughts on moving forward. Your feedback is crucial for us to proceed with the onboarding and to ensure a smooth collaboration between Meetings.bio and Nuvisan.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
}
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END ACTION (at 2024-04-08 13:01:26)