COLLABORATIVE TESTING SERVICES

Customer ID: 9255

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

December 03, 2025

Not scheduled

6

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 03, 2025 6 activities 1 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • ✅Recent activities suggest active communication, primarily through emails.
  • ✅A significant quote of $42,462 was recently sent, indicating potential for a large transaction.
Risks
⚠️Despite the perfect health score, the total value is $0.00, suggesting no recent closed deals.
⚠️There were challenges in scheduling the Quarterly Business Review (QBR), as indicated by multiple attempts to book it.
⚠️The industry and category remain unknown, which could impede tailored engagement strategies.
Opportunities
📈The recent quote and discussion about a 40k blood order suggest potential for a substantial sale.
📈Strengthening follow-up on the QBR could enhance relationship management and uncover additional needs.
📈Clarifying the industry and category could lead to more personalized service offerings and enhanced engagement strategies.
Contacts
Jenna McConnell Primary

FORENSIC PROGRAM COORDINATOR

Jenna.McConnell@cts-interlab.com

(571) 434-1925

Recent Activities
Log Activity
Sending quote
Email
2025-12-03 17:56
View Edit
Hi Jenna, Attached is your quote for this order. To lock in this pricing please place it before the end of the year, prices are going up for 2026 orders. Let me know how I can help. Thank yo...
CALL TO DISCUSS 40 k BLOOD ORDER
Email
2025-12-03 14:59
View Edit
called via vonage to see true needs and best support the customer. They will buy this year and hold for next years use to save 4248.30
Turkey-Day check in
Email
2025-12-02 15:35
View Edit
Hey Jenna, I hope you had a wonderful holiday weekend! As I am sitting here having a breakfast slice of pecan pie, I figured rather than the standard check-in messaging, I would see what your favo...
3rd and final attempt to book QBR and sending survey questions
Email Completed
2025-09-24 14:00
View Edit
Hi Jenna, I realize things may be busy on your end, but your feedback is extremely valuable to us. Before we wrap up outreach, I wanted to check one last time to see if you’d be open to a brief co...
QBR scheduling follow up
Follow-up Completed Due Sep 24, 2025
2025-09-10 14:50
View Edit
Hi Jenna, I hope this last little bit of summer is treating you well. I wanted to circle back with you on this request as your team is a valuable partner with UTAK. We would really appreciate to ...
Scheduling Our Quarterly Business Review (CID:009255)
Email Completed Due Sep 11, 2025 Needs Follow-up
2025-09-02 20:28
View Edit
Hi Jenna, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
Quotes
New Quote
Open Quotes
1
Total Value
$42462
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
4781 ! $42462.00 Sent 30% 2025-12-03 2025-12-31 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
QBRs
Schedule QBR

No QBRs scheduled.