Health 9/10
Last contact Dec 01, 2025
4 activities
0 quotes
0 QBRs
Insights
✅The customer has a high health score of 9/10, indicating strong engagement or satisfaction.
✅Recent contact management activities suggest a new account manager has been assigned.
✅The customer has not been quoted recently, as there are no new quotes in the system.
Risks
⚠️The total value is $0.00, which might suggest no recent transactions or sales activity.
⚠️Attempts to book QBRs (Quarterly Business Reviews) have been made with no indication of success, potentially indicating scheduling difficulties or lack of response.
Opportunities
📈With a high health score and recent assignment of a new account manager, there is potential to increase engagement and explore new sales opportunities.
📈Establishing successful communication and scheduling QBRs could lead to identifying customer needs and promoting additional services or products.
📈Adding and nurturing new contacts like April Oxley could expand the relationship and open doors for further business development.
Hi April,
I’m Andrew Hartmann, 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 learn about your baseline experience with UTAK s...
Hi Angie,
I hope the start of fall has treated you well!
We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. ...
Hi Patricia,
I hope the start of fall has treated you well!
We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothl...