Thomas Thomas

Notes

Initial contact made on March 24, 2025. The contact is a education 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 early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and business development. Previous experience includes working with tech startups for 8 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include automated workflows. Their team size is approximately 163 people. The contact mentioned their organization is planning to process automation within the next 7 months. Areas of potential collaboration include data analytics and mobile applications. Additional follow-up may be required.