UNIVERSITY OF KENTUCKY

Customer ID: 054700

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$0.00

August 2025

Activity Summary

September 30, 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 30, 2025 6 activities 1 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating a high level of satisfaction or engagement.
  • ✅Recent activities are predominantly email-based, with one follow-up, suggesting ongoing communication.
  • ✅The account manager, Raleigh, may need to focus on converting the draft quote into a win.
Risks
⚠️The current win rate is 0.0%, indicating no successful conversions have been achieved yet.
⚠️No open pipeline indicates a lack of upcoming deals, which could affect future revenue.
Opportunities
📈There is a draft quote valued at $8,688.80 that could be converted into a sale.
📈Increased engagement or strategic QBRs (Quarterly Business Reviews) could potentially identify new opportunities.
Contacts

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

Recent Activities
Log Activity
Follow-Up on Quote #5504 (10% Discount Available)
Email
2025-09-30 11:43
View Edit
Hi Milford, I hope you’re doing well. I’m reaching out regarding Quote #5504 for our custom antibiotics QC levels 1-3. I’ve reattached it here for your convenience. To help move things forward,...
2nd QBR Booking Attempt - PREIS0@EMAIL.UKY.EDU
Email
2025-09-29 14:45
View Edit
Hi Paul, 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 - donavan.kornmiller@uky.edu
Email
2025-09-29 14:43
View Edit
Hello Donavan, 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 gr...
2nd QBR Booking Attempt - Brandan.Chaney@uky.edu
Email
2025-09-29 14:31
View Edit
Hi Brandan, 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 ...
Following Up & Planning Ahead (CID: 054700)
Follow-up Due Sep 30, 2025
2025-09-05 16:13
View Edit
Hi UOK Team, I hope you’re doing well! I just wanted to follow up on Quote #5504 for our ANTIBIOTICS LEVELS 1-3. I’ve re-attached the quote here for your convenience. If you have any questions or n...
Scheduling Our Quarterly Business Review (CID: 054700)
Email
2025-09-03 15:54
View Edit
Hi UOK 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 the past f...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5504 $8688.80 Draft — 2025-07-02 2025-09-30 —
QBRs
Schedule QBR

No QBRs scheduled.