BON SECOURS RICHMOND HEALTH SYSTEM

Customer ID: 100054

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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 02, 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 Oct 02, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • ✅Recent activities have been limited to email communications.
  • ✅There have been no quotes or sales activities recorded.
Risks
⚠️No recorded customer value suggests a lack of financial transactions or engagement in terms of sales.
⚠️Absence of any open or closed pipeline opportunities could indicate stagnant sales efforts or interest.
⚠️Repeated communication via email without other types of engagement may not be sufficient to foster deeper relationships.
Opportunities
📈Strong health score could be leveraged to introduce new products or services, potentially increasing customer value.
📈Opportunity to diversify communication methods beyond email to build stronger connections.
📈Engage in strategic planning sessions or quarterly business reviews (QBRs) to explore potential sales opportunities and increase pipeline activity.
Contacts

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

Recent Activities
Log Activity
QBR Booking Attempt - donna_lohr@bshsi.org
Email
2025-10-02 09:44
View Edit
Hi Donna, 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 - amy_smith@bshsi.org
Email
2025-10-02 09:43
View Edit
Hi Amy, 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 ...
QBR Booking Attempt - john_unkel@bshsi.org
Email
2025-10-02 09:42
View Edit
Hey John, 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 -'susan_baldwin@bshsi.org'
Email
2025-10-02 09:41
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...
QBR Booking Attempt - 'MAY_ANDERSON@BSHSI.ORG'
Email
2025-10-02 09:40
View Edit
Hello May, 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 - margaret_dickens@bshsi.org
Email
2025-10-02 09:36
View Edit
Hi Margaret, 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...
QBR Booking Attempt - 'Jessica_Reynolds@bshsi.org'
Email
2025-10-02 09:35
View Edit
Hi Jessica, 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 - Chandra_Ghee@bshsi.org
Email
2025-10-02 09:31
View Edit
Hi Chandra, 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.