Charlotte Jackson

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the manufacturing industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in project management and business development. Previous experience includes working with educational organizations for 3 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 126 people. The contact mentioned their organization is planning to system upgrade within the next 5 months. Areas of potential collaboration include cloud solutions and process automation. Additional follow-up may be required.