Charlotte Thomas

Notes

Initial contact made on March 17, 2025. The contact is a manufacturing professional working in the education industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is in-person meetings, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in data analysis and business development. Previous experience includes working with healthcare providers for 2 years. They are currently seeking information about security improvements. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 294 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include security improvements and security improvements. Additional follow-up may be required.