Sarah Robinson

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the retail industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is video calls, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in system architecture and project management. Previous experience includes working with financial institutions for 4 years. They are currently seeking information about mobile applications. Notable points from our discussion: mobile accessibility. Additional requirements include automated workflows. Their team size is approximately 76 people. The contact mentioned their organization is planning to process automation within the next 11 months. Areas of potential collaboration include mobile applications and data analytics. Additional follow-up may be required.