Charlotte Anderson

Notes

Initial contact made on March 10, 2025. The contact is a education professional working in the education industry. During our conversation, they expressed particular interest in process automation. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in business development and cloud infrastructure. Previous experience includes working with Fortune 500 companies for 5 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 463 people. The contact mentioned their organization is planning to process automation within the next 8 months. Areas of potential collaboration include digital transformation and process automation. Additional follow-up may be required.