Lisa Smith

Notes

Initial contact made on March 24, 2025. The contact is a consulting professional working in the technology industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in project management and project management. Previous experience includes working with tech startups for 6 years. They are currently seeking information about mobile applications. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 202 people. The contact mentioned their organization is planning to system upgrade within the next 3 months. Areas of potential collaboration include security improvements and mobile applications. Additional follow-up may be required.