STANFORD HOSPITAL AND CLINICS

Customer ID: 050700

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Customer Information

Not specified

Healthcare Systems and Hospitals

Current/In-Business

Not specified

Raleigh

10/10

$1052.00

August 2025

Activity Summary

September 29, 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 Sep 29, 2025 6 activities 1 quotes 0 QBRs Value $1052
Insights
  • ✅The customer maintains a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • ✅Multiple contacts were attempted on the same day for QBR booking, showing proactive follow-up efforts.
  • ✅The last successful transaction was an accepted quote valued at $1,052.00, indicating recent monetary engagement.
Risks
⚠️Despite multiple attempts, there appears to be difficulty in scheduling the QBR, which could indicate scheduling conflicts or a lack of urgency from the customer.
⚠️The industry of the customer is unknown, which might affect tailored communication and product offerings.
Opportunities
📈With a high health score, there is potential to upsell or cross-sell additional services or products.
📈Improving the QBR scheduling process or offering alternative meeting formats could enhance customer interaction.
📈Gathering more detailed industry-specific information could refine service offerings to better meet customer needs.
Contacts

No contacts added yet. Click "Add Contact" to get started.

Recent Activities
Log Activity
2nd QBR Booking Attempt - TLainguyen@stanfordhealthcare.org
Email
2025-09-29 16:24
View Edit
Hello Paige, 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 gree...
2nd QBR Booking Attempt - Miller, Paige <paigemiller@stanfordhealthcare.org>
Email
2025-09-29 09:23
View Edit
Hello Paige, 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 gree...
2nd QBR Booking Attempt - 'hazelsoto@stanford.edu'
Email
2025-09-29 09:18
View Edit
Hi Hazel, 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...
2nd QBR Booking Attempt - Villalobos, Clarissa <clarissavillalobos@stanfordhealthcare.org>
Email
2025-09-29 09:13
View Edit
Hi Clarissa, 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 gree...
2nd QBR Booking Attempt - adowns@stanfordmed.org
Email
2025-09-29 09:08
View Edit
Hello Andy, 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 ...
Scheduling Our Quarterly Business Review (CID: 050700)
Email
2025-09-03 14:04
View Edit
Hi Stanford Health Team, I hope you’re doing well! It’s hard to believe another quarter has already flown by. I’d love to set aside time for our Quarterly Business Review so we can catch up, revie...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5668 $1052.00 Accepted — 2025-08-26 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.