Isabella Williams

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is phone, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in project management and business development. Previous experience includes working with educational organizations for 2 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 243 people. The contact mentioned their organization is planning to process automation within the next 3 months. Areas of potential collaboration include data analytics and data analytics. Additional follow-up may be required.