TARRANT COUNTY AUDITORS OFFICE

Customer ID: 052100

Edit Customer Back to Customers
Customer Information

Not specified

Government and Law Enforcement

Current/In-Business

Not specified

Raleigh

10/10

$0.00

August 2025

Activity Summary

December 04, 2025

Not scheduled


17

Activities

4

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 04, 2025 17 activities 4 quotes 0 QBRs
Insights
  • The customer has a perfect health score of 10/10, indicating high engagement or satisfaction.
  • All recent interactions have been through email, suggesting a reliance on digital communication.
Risks
⚠️The customer has not won any quotes yet, with a win rate of 0%.
⚠️A quote has been lost, and there's no record of successful sales or closed deals.
⚠️There have been no quarterly business reviews (QBRs), potentially indicating a lack of in-depth engagement.
Opportunities
📈There is a significant open pipeline ($7,170.00) managed by Andrew, presenting potential for conversion.
📈Building a more personal relationship or offering additional value could increase the chances of converting open quotes.
📈Initiating a QBR could enhance understanding of the customer's needs and improve future engagement strategies.
Contacts

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

Recent Activities
Log Activity
88121 quote
Email
2025-12-04 20:11
View Edit
Got it! We will send them over once done. The two frozen parts will likely be on the same quote and this one a separate one since they ship with different methods. Regards, Andrew Hartmann ...
Quote submitted and requesting EXP and lot info
Email
2025-12-04 19:58
View Edit
Hi Leanne, We got the request started for the blood and ethanol. For 88121 we have 2 lots available. Please note all inventory is on a first come basis. If you want a quote now, please specify w...
QUote request not received and all her contacts no longer with UTAK
Email
2025-12-04 19:27
View Edit
Hi Leanne, Thanks for reaching out for support. I am happy to be your point of contact for all things UTAK. We have been updating our website and I fear your quote request may have gotten lost in...
2nd QBR Booking Attempt -Leanne M. Hazard <lmhazard@tarrantcountytx.gov>
Email
2025-09-29 11:39
View Edit
Hi Leanne, 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 ...
2nd QBR Booking Attempt - 'armccall@tarrantcounty.com'
Email
2025-09-29 11:37
View Edit
Hello 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 to lea...
2nd QBR Booking Attempt - tpoirier@tarrantcounty.com
Email
2025-09-29 11:08
View Edit
Hi Susan, 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 - srhowe@tarrantcounty.com
Email
2025-09-29 11:04
View Edit
Hi Susan! 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 - rdjohnson@tarrantcounty.com
Email
2025-09-29 11:01
View Edit
Hi Robert! 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 ...
2nd QBR Booking Attempt - 'MJMCMANUS@TARRANTCOUNTY.COM'
Email
2025-09-29 10:50
View Edit
Hello Millie, 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 gre...
2nd QBR Booking Attempt - klscott@tarrantcounty.com
Email
2025-09-29 10:48
View Edit
Hi Kathryn, 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...
2nd QBR Booking Attempt - 'JMBishop@tarrantcounty.com'
Email
2025-09-29 10:46
View Edit
Hi Jonathan, 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 - 'dgeorge@tarrantcounty.com'
Email
2025-09-29 10:45
View Edit
Hi Dayna, 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 - blandry@tarrantcounty.com
Email
2025-09-29 10:37
View Edit
Hello Beryl, 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 - calewis@tarrantcounty.com
Email
2025-09-29 10:37
View Edit
Hello Connie, 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 gre...
Customer Request to Close Quote 5521
Email Lost Opportunity
2025-09-05 22:04
View Edit
Hi there, Thanks for the heads-up—I’ll close out the quote and remove klscott and srhowe from future emails. Could you confirm the current primary contacts for orders and billing so I can update...
Following Up & Planning Ahead (CID: 052100)
Email
2025-09-05 10:24
View Edit
Hi Tarrant County Team, I hope you’re doing well! I just wanted to follow up on Quote # 5521. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustm...
Scheduling Our Quarterly Business Review (CID: 052100)
Email
2025-09-03 14:11
View Edit
Hi Tarrant County 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, review ...
Open Quotes
3
Total Value
$7170
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5239 ! $748.00 Sent 30% 2025-12-05 2025-12-31 Expiring
5348 ! $4995.00 Sent 30% 2025-12-05 2025-12-31 Expiring
4805 ! $1427.00 Sent 30% 2025-12-05 2025-12-31 Expiring
5521 $2176.37 Rejected 2025-09-05 2025-12-04
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
3

No QBRs scheduled.