Emily Smith

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the healthcare industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is video calls, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and business development. Previous experience includes working with educational organizations for 15 years. They are currently seeking information about cloud solutions. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 182 people. The contact mentioned their organization is planning to system upgrade within the next 18 months. Areas of potential collaboration include process automation and mobile applications. Additional follow-up may be required.