Health 8/10
Last contact Sep 26, 2025
4 activities
0 quotes
0 QBRs
Insights
✅The customer has a high health score of 8/10, indicating strong engagement or satisfaction.
✅Multiple attempts have been made to schedule a Quarterly Business Review (QBR), showing proactive customer management efforts.
✅There have been no recent quotes, suggesting no new sales or upsell activities.
Risks
⚠️Despite attempts, there might be difficulty in securing a QBR, which could impact relationship-building and future engagements.
⚠️The total value is currently $0.00, which may imply no active contracts or billing, potentially affecting future revenue streams.
Opportunities
📈Successfully scheduling the QBR could strengthen the relationship and uncover new business opportunities.
📈Engaging with multiple contacts within the organization (e.g., LaTasha Lester and mkovalski) could enhance communication and lead to better service alignment.
📈Exploring potential needs or projects during the QBR could lead to generating new quotes and increasing the total value.
Contacts
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Hi LaTasha,
I hope the start of fall has treated you well!
My name is Quinton, 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...
Hi Marie,
I hope the start of fall has treated you well!
My name is Quinton, 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 t...
Hello,
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 plan ahead together.
We ca...