UNITY POINT HEALTH

Customer ID: 020485

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$0.00

August 2025

Activity Summary

November 14, 2025

Not scheduled

8

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 14, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅Health Score is perfect at 10/10, indicating a strong relationship or performance.
  • ✅Multiple attempts were made to schedule a Quarterly Business Review (QBR) on September 29, 2025, but it is unclear if it was successful.
  • ✅The last recorded activity was the addition of a new contact, Julie Behr, on November 14, 2025.
Risks
⚠️Despite a high health score, there is no recorded total value, suggesting potential issues in monetization or billing.
⚠️Repeated attempts to schedule a QBR without confirmation of completion could indicate scheduling challenges or lack of engagement.
Opportunities
📈The addition of a new contact presents an opportunity to strengthen the relationship and explore potential areas for collaboration or sales.
📈Successful scheduling and execution of a QBR could provide valuable insights and open avenues for increased engagement or sales.
Contacts
Julie Behr

Julie.Behr@unitypoint.org

Recent Activities
Log Activity
Added contact: Julie Behr
Contact Management Completed
2025-11-14 23:15
View Edit
Added new contact: Julie Behr, Email: Julie.Behr@unitypoint.org
2nd QBR Booking Attempt - 'ryan.woods@unitypoint.org'
Follow-up
2025-09-29 13:05
View Edit
Hi Ryan, 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...
2nd QBR Booking Attempt - michael.smith2@unitypoint.org
Email
2025-09-29 13:04
View Edit
Hi Michael, 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 - 'Melinda.Farrington@unitypoint.org'
Email
2025-09-29 13:03
View Edit
Hi Melinda, 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 - carol.morrow@unitypoint.org
Email
2025-09-29 13:02
View Edit
Hi Carol, 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 Booing Attempt - 'Melinda.Farrington@unitypoint.org'
Email
2025-09-29 13:02
View Edit
Hi Melinda, 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 - ALEXANDRA.GUYNN@UNITYPOINT.ORG
Email
2025-09-29 12:54
View Edit
Hi Alexandra, 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...
Scheduling Our Quarterly Business Review (CID: 020485)
Email
2025-09-03 15:24
View Edit
Hello Unity Point 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, ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.