Lisa Martin

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the retail industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, 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 data analysis and cloud infrastructure. Previous experience includes working with tech startups for 9 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include mobile accessibility. Their team size is approximately 308 people. The contact mentioned their organization is planning to process automation within the next 18 months. Areas of potential collaboration include data analytics and cloud solutions. Additional follow-up may be required.