How Mercedes Quinonez turned Aida into her sales memory bank to manage 100+ prospects, automate follow-ups, and scale without losing customer context
At a glance:
57% faster task completion, from 7 days to 3 days
100+ clients managed by a single AE
100+ prospects actively managed in the pipeline at once
Sales, Product, and Customer Success aligned on one platform
Overview
Mercedes Quinonez joined Eve Legal as its founding Account Executive, making her the company’s entire sales function. With no playbook or support staff, she quickly found herself managing a flood of inbound demand while logging 14- to 18-hour days filled with back-to-back meetings, handwritten notes, and a growing stack of disconnected tools.
Aida became the system that helped her scale. After a seven-month design partnership, Mercedes turned Aida into what she calls her “memory bank”: capturing conversations, syncing emails, surfacing follow-ups, and generating MEDDIC notes and outreach drafts automatically.
Today, she manages over 100 customers and more than 100 prospects in Aida while task completion time has dropped from seven days to three. The platform has since expanded across Sales, Product, and Customer Success — and Mercedes went on to earn President’s Club recognition.
The Challenge: Too Many Conversations, Not Enough Context
Nine hours of meetings. Zero time to think.
As Eve Legal’s founding Account Executive, Mercedes owned the entire sales motion. Every lead, every demo, every follow-up, and every deal depended on her. The volume quickly became impossible to manage manually.
“When I first started as an AE, everything came to me. I did, like, literally nine hours of meetings — meeting after meeting after meeting. And then I had all of the follow-ups and all of the action after that. For the first six months, I was probably working — I’m not exaggerating — 14 to 18 hours a day.”
— Mercedes Quinonez, founding AE, Eve Legal
The problem wasn’t just the workload. Context was lost between conversations. With no time between calls to debrief, update notes, or prepare follow-ups, handwritten notes became incomplete. Customer pain points disappeared and important next steps were often missed.
At the same time, the team lacked a shared system for capturing customer knowledge. Reps relied on scattered note-taking tools like Otter.ai, creating fragmented information and compliance concerns. In some cases, dozens of note-taking bots appeared across meetings at once. A rogue recorder even joined a confidential client call and sent a summary to unintended recipients.
Eve Legal needed a single source of truth — one that could capture every conversation, preserve customer context, and help a lean sales team manage more accounts without adding more complexity.
The Solution: Turning Aida into a Sales Memory Bank
Mercedes didn’t just adopt Aida. She helped shape it. For seven months before becoming a customer, Eve Legal worked with Aida as a design partner, providing direct feedback that helped influence core workflows, including pipeline visibility, email sync, filters, scheduled sending, and custom prompts.
Leadership had explored alternatives like Gong and Kaya, but Mercedes found they were focused more on sales visibility and reporting than the daily workflow of a seller. She needed more than call recordings or analytics. She needed a system that could capture context, surface next steps, and help her follow up without adding more tools.
That’s what Aida became: a sales memory bank and execution layer that connects conversations, emails, tasks, and account history in one place.
Every Conversation Captured, Without a Bot on the Call
Aida captures every client conversation, including transcripts and video. Instead of relying on handwritten notes or trying to reconstruct conversations later, Mercedes has a searchable record of every discussion she can return to weeks or months later.
Just as important, Aida doesn’t appear as a visible note-taking bot during meetings — which Mercedes believes improves the quality of conversations. Without a recording bot sitting in front of prospects, conversations stay more natural, and customers are more likely to share candid details that move deals forward.
A Memory Bank for a 200-Account Pipeline
With over 100 active clients and more than 100 prospects in motion, Mercedes can’t rely on memory alone. Aida becomes her external brain, connecting call history, emails, and customer context into a single source she can query anytime.
“Aida is literally my brain. If I can’t remember something, I’ll go ask Aida — because it has my email, it has my call recordings. I really do lean on it to be my memory bank, because I can’t remember everything.”
— Mercedes Quinonez, founding AE, Eve Legal
MEDDIC Notes and Follow-Ups, Automatically
With MEDDIC as Eve Legal’s sales methodology, Mercedes uses Aida’s saved prompts to automatically generate structured notes after every call. The same workflows help draft follow-up emails that reference specific pain points, value drivers, and commitments from the conversation.
What once required manual note-taking and end-of-day reconstruction now happens automatically after every customer interaction, giving Mercedes consistent deal intelligence without adding more work.
Pipeline Visibility Without the Busywork
Aida’s Deals Page gives Mercedes a live view of pipeline, deal stages, and activity in one place, eliminating the need to manage separate tracking tools. Tasks automatically surface based on upcoming calls and priorities, creating a clear action list without manual upkeep.
The end result? Fewer deals lost, and Mercedes can manage a larger pipeline without adding more tools or processes.
The Results: Scaling the Sales Function Without Adding Headcount
With Aida in place, Mercedes manages over 200 accounts and prospects from a single platform. The impact has extended beyond her workflow, too, with Aida expanding across Sales, Product, and Customer Success.
Before and After Aida
Before Aida | After Aida |
14–18 hour workdays were required to keep up with meetings, follow-ups, and account management. | Aida automates post-call documentation and follow-ups, making it easier to manage a larger pipeline. |
Task completion across the team averaged seven days. | Aida reduced task completion time to three days, a 57% improvement. |
Customer context was scattered across handwritten notes and disconnected tools. | Aida captures call transcripts, video, and email history in one searchable workspace. |
Follow-ups depended on manual note-taking and reconstructing conversations after the fact. | Aida generates MEDDIC-formatted notes and personalized follow-up drafts automatically after calls. |
Multiple note-taking tools created fragmented information and compliance risks across teams. | Aida centralizes customer conversations in one platform used by Sales, Product, and Customer Success. |
Teams had limited visibility into pipeline activity without switching between multiple tools. | Aida provides a single view of deals, stages, and activity through the Deals Page. |
Aida’s impact extends beyond Mercedes’ workflow. With every customer conversation captured automatically, Product can analyze real buyer feedback, identify competitive insights, and surface recurring feature requests without listening to every conversation. Customer Success has adopted the platform for the same reason: to manage follow-ups and action items without losing customer context.
Over time, every conversation becomes a compounding company asset, giving teams a richer understanding of customers, competitors, and market needs.
“It’s like a copilot. Your memory bank. It learns the way that you work and doesn’t let anything fall through the cracks.”
— Mercedes Quinonez, founding AE, Eve Legal