Charlotte Jones

Notes

Initial contact made on March 10, 2025. The contact is a healthcare professional working in the consulting industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in project management and business development. Previous experience includes working with Fortune 500 companies for 13 years. They are currently seeking information about data analytics. Notable points from our discussion: automated workflows. Additional requirements include mobile accessibility. Their team size is approximately 124 people. The contact mentioned their organization is planning to process automation within the next 6 months. Areas of potential collaboration include process automation and security improvements. Additional follow-up may be required.