Emily Martinez

Notes

Initial contact made on March 24, 2025. The contact is a education professional working in the healthcare industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in cloud infrastructure and cloud infrastructure. Previous experience includes working with educational organizations for 5 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 335 people. The contact mentioned their organization is planning to process automation within the next 12 months. Areas of potential collaboration include mobile applications and mobile applications. Additional follow-up may be required.