MEDICARE PRODUCTS INC

Customer ID: 3575

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

6/10

$0.00

August 2025

Activity Summary

September 17, 2025

Not scheduled


10

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 6/10 Last contact Sep 17, 2025 10 activities 2 quotes 1 QBRs
Insights
  • MEDICARE PRODUCTS INC has a moderate health score of 6/10.
  • Customer value is currently at 0, indicating no revenue generated yet.
  • All quotes managed by Andrew, with a total value of $7,250.
  • Recent activities are heavily email-focused, with four emails and one call.
  • Two quotes have been sent, but none have been won or lost.
Risks
⚠️Win rate is currently 0%, with no closed deals.
⚠️Heavy reliance on email communication might not be effective.
⚠️Potential risk of stagnation without conversion of quotes to sales.
Opportunities
📈Two open pipeline opportunities worth $7,250 present potential for growth.
📈Increase engagement through diverse communication channels beyond email.
📈Leverage insights from QBR to improve strategies and conversion rates.
Contacts
Megan/ Becky Primary

Point of contact

Medicare@beam.com.tw

Recent Activities
Log Activity
QBR action items follow up
Email Completed
2025-09-17 13:21
View Edit
Hi Megan, Thanks for the updates and sharing the presentation with us. For the electronic copy of the CoA we do not yet have a process in place that can be used to send this. I have raised this f...
QBR actions follow up
Email Completed
2025-09-16 18:32
View Edit
Hi Megan, I had a chance to meet with our team and go over the feedback you shared with us. I wanted to follow up with a few updates. • 20% acceptance criteria. For your custom DAU controls our ...
QBR completed
Call Completed Successful
2025-09-15 14:16
View Edit
Meeting with BEAM Megan Wang September 15, 2025 • 41 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items MEETING SUMMA...
RE: MO20 202507014 - Customer Requesting Previous Pricing on Updated 2025 Quote - Quote Adjustment Request – DAU -25% GCMS
Email Completed
2025-09-12 16:35
View Edit
Uncertainty around customer's request and need more information to support: ================ Kindly provide the soft copies of the PI and COA for DAU -25% GCMS. I don't need the hard copy one. Th...
QBR topics follow up
Email Completed
2025-09-12 13:25
View Edit
Hi Megan, From my side I will have a few updates for you on some changes in our production processes as well as the eventual roll out of an updated website. On our call I will have a brief survey ...
QBR details resolved
Email Completed
2025-09-10 13:50
View Edit
Hi Megan, I can confirm I received your boking and are looking forward to connecting with you on Monday. It seems with us being on opposite sides of the world this meeting is late in the evening f...
QBR is scheduled
Email Completed
2025-09-09 13:26
View Edit
Set QBR to meet on the Morning of September 15th. Scheduled through calendly.
Working to schedule QBR at a time that works in both time zones
Email Completed Information Gathering
2025-09-08 13:35
View Edit
Hi Megan, My apologies, I appear to have miss calculated the difference in our time zones. I went to set the meeting time at 7PM your time and its very early in the morning here. Do you think we ...
Scheduling Our Quarterly Business Review (CID:003575)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 14:58
View Edit
Hi Team Medicare, 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 toget...
UTAK Labs updated catalog
Email Completed Relationship Building
2025-08-28 15:17
View Edit
Sending along our product catalog and offering support.
Open Quotes
2
Total Value
$7250
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6056 ! $6856.00 Sent 30% 2025-12-17 2026-03-17 Expiring
6057 ! $394.00 Sent 30% 2025-12-17 2025-12-31 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-09-15 Completed 2025-09-15 10 Edit