BEECHTREE DIAGNOSTICS LLP

Customer ID: 100458

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 01, 2025

Not scheduled

3

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 01, 2025 3 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating no current issues.
  • ✅All recent interactions have been email-based, suggesting a preference or reliance on this communication method.
Risks
⚠️No quotes or transactions have been made, indicating a lack of engagement or purchasing activity.
⚠️The customer value is currently 0.0, which may suggest they are not generating revenue for the company.
⚠️With a win rate of 0.0%, there's a risk of disengagement or lack of interest in current offerings.
Opportunities
📈Potential to initiate engagement strategies to convert the customer from a non-revenue generating account into an active one.
📈Opportunity to explore customer needs through more personalized communication or meetings to enhance engagement.
📈Potential to investigate and address any barriers to purchasing or engagement.
Contacts

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Recent Activities
Log Activity
QBR Booking Attempt - sduran@btdlab.com
Email
2025-10-01 14:28
View Edit
Hi Steve, 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...
QBR Booking Attempt - 'MIKE@LABPARTNERUSA.COM'
Email
2025-10-01 14:26
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...
QBR Booking Attempt - APROVENZA@LABPARTNERUSA.COM
Email
2025-10-01 14:13
View Edit
Hi Anthony, 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...
Quotes
New Quote
No quotes for this customer.
QBRs
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No QBRs scheduled.