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
  • ✅Excellent health score of 10/10 indicates strong relationship and satisfaction.
  • ✅Multiple recent attempts to book a QBR (Quarterly Business Review) on the same day indicate proactive engagement efforts.
Risks
⚠️Total value currently at $0.00 suggests no recent transactions or revenue generated.
⚠️Lack of recent quotes could imply potential stagnation in business development or sales opportunities.
Opportunities
📈High engagement through QBR booking attempts presents a chance to strengthen relationships and identify new business needs.
📈Potential to convert engagement into revenue by exploring service offerings or product needs during the upcoming QBR.
Contacts

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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
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QBRs
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