Sophia Lewis

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in process automation. Their communication preference is email, 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 cloud infrastructure and project management. Previous experience includes working with tech startups for 3 years. They are currently seeking information about process automation. Notable points from our discussion: integration capabilities. Additional requirements include mobile accessibility. Their team size is approximately 219 people. The contact mentioned their organization is planning to system upgrade within the next 7 months. Areas of potential collaboration include mobile applications and security improvements. Additional follow-up may be required.