MICHIGAN CO-TENANCY LABORATORY

Customer ID: 61200

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

September 26, 2025

Not scheduled

4

Activities

3

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 26, 2025 4 activities 3 quotes 0 QBRs
Insights
  • ✅The customer maintains a perfect health score of 10/10.
  • ✅All quotes have been accepted, with a 100% win rate.
  • ✅Recent activities indicate consistent engagement through emails and follow-ups.
Risks
⚠️No open pipeline suggests a potential lack of future opportunities.
⚠️QBR count is zero, indicating no recent strategic business reviews.
Opportunities
📈Strong relationship with the account manager, Andrew, who has successfully managed all quotes.
📈Potential to explore new sales opportunities given the high win rate and customer satisfaction.
📈Opportunity to schedule a QBR to uncover additional needs and expand the account.
Contacts
TRINNETTE THOMPSON

Purchaser

thompstd@trinity-health.org

N/A

Cy Jones

Toxicology Department Manager-Use this email

cy.jone@trinity-health.org

N/A

Recent Activities
Log Activity
3rd and final attempt to book QBR
Email Completed
2025-09-26 13:42
View Edit
Hi Cy, 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 conve...
follow up to try and schedule QBR
Follow-up Completed Due Sep 26, 2025
2025-09-11 14:05
View Edit
Hi Cy, I hope the last little bit of summer is treating you well. I wanted to circle back with you on this request. Moving forward I will be your dedicated account rep and I would love to briefly...
Scheduling Our Quarterly Business Review (CID:061200)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 16:43
View Edit
Hi Cy, 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. We ...
Inquiring why they use both frozen and liquid urine
Email Completed Information Gathering
2025-08-28 15:41
View Edit
Hi Trinnette, I hope summer has been treating you well. I was reviewing your account and saw something that struck me as a bit odd. I was hoping you could get me in touch with the end user to get...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5727 $441.59 Accepted — 2025-09-15 2025-12-14 —
5727 $441.59 Accepted — 2025-09-15 2025-12-14 —
5727 $441.59 Accepted — 2025-09-15 2025-12-14 —
QBRs
Schedule QBR

No QBRs scheduled.