Joseph Martin

Notes

Initial contact made on March 10, 2025. The contact is a healthcare professional working in the retail industry. During our conversation, they expressed particular interest in mobile applications. Their communication preference is email, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in business development and data analysis. Previous experience includes working with financial institutions for 14 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 15 people. The contact mentioned their organization is planning to process automation within the next 14 months. Areas of potential collaboration include cloud solutions and mobile applications. Additional follow-up may be required.