BOSTON CHILDREN'S HOSPITAL

Customer ID: 007500

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Raleigh

10/10

$10043.56

August 2025

Activity Summary

October 30, 2025

September 22, 2025


12

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 30, 2025 12 activities 2 quotes 0 QBRs Value $10044
Insights
  • The customer maintains a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • Recent activities show active contact management and communication, with new contacts added recently.
  • Multiple emails sent on October 30th suggest a focus on obtaining feedback for product labeling.
  • Recent quotes were accepted in September, totaling $10,043.56, reflecting the current total value.
Risks
⚠️High frequency of similar email communications on the same day might lead to customer fatigue or annoyance.
⚠️The last contact was very recent, but the high volume of activities in a short period could overwhelm the customer.
Opportunities
📈The addition of new contacts like Jerry Epps and Terence Law provides an opportunity to strengthen relationships further.
📈Positive feedback from the recent RUO Blank Matrix Labeling initiative could be leveraged for future product development or marketing.
📈Given the high health score, there is potential to upsell or introduce new services/products to enhance the existing engagement.
Contacts
Terence Law

terence.law@tch.harvard.edu

Jerry Epps

jerry.epps@childrens.harvard.edu

Recent Activities
Log Activity
Added contact: Jerry Epps
Contact Management Completed
2025-10-30 23:13
View Edit
Added new contact: Jerry Epps, Email: jerry.epps@childrens.harvard.edu
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-10-30 23:13
View Edit
Dear BOSTON CHILDREN'S HOSPITAL I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-10-30 23:13
View Edit
Dear BOSTON CHILDREN'S HOSPITAL I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-10-30 23:13
View Edit
Dear BOSTON CHILDREN'S HOSPITAL I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
Added contact: Terence Law
Contact Management Completed
2025-10-30 23:12
View Edit
Added new contact: Terence Law, Email: terence.law@tch.harvard.edu
2nd QBR Attempt - 'terence.law@childrens.harvard.edu'
Email
2025-09-23 22:25
View Edit
Hi Terence, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
2nd QBR Booking Attempt - poconfirmations@childrens.harvard.edu
Email
2025-09-23 15:31
View Edit
Hello, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far...
2nd QBR Attempt - 'isabel.kodgis@childrens.harvard.edu'
Email
2025-09-23 15:18
View Edit
Hi Isabel, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so...
QBR Booking Attempt - MacDonald, Christopher <christopher.macdonald@childrens.harvard.edu>
Email
2025-09-23 15:04
View Edit
Hello Chris, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK ...
2nd QBR Attempt - jerry.epps@childrens.harvard.edu
Email
2025-09-23 03:16
View Edit
Hello Jerry, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK ...
Scheduling Our Quarterly Business Review (CID: 007500)
Email Due Sep 30, 2025
2025-09-02 00:01
View Edit
Hi Boston Children's Hospital Team, I hope you’re doing well! Hard to believe another quarter has flown by. I’d love to set aside some time for our Quarterly Business Review so we can catch up and ...
CID: 007500Checking In — Vitamin D QC Support for Boston Children’s Hospital
Email Due Sep 22, 2025 Needs Follow-up
2025-08-20 09:29
View Edit
Hello Boston Children’s Hospital Lab Team, I hope you’re doing well. I wanted to follow up on your April 2025 order of Vitamin D Plus 150 ng/mL QC and check in to see how everything has been perfor...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5708 $2884.56 Accepted 2025-09-10 2025-12-09
5707 $7159.00 Accepted 2025-09-10 2025-12-31

No QBRs scheduled.