BRAZORIA COUNTY AUDITOR

Customer ID: 005325

Edit Customer Back to Customers
Customer Information

Not specified

Government and Law Enforcement

Current/In-Business

Not specified

⚠️ Unassigned

9/10

$3330.40

September 2025

Activity Summary

December 03, 2025

Not scheduled


16

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 03, 2025 16 activities 1 quotes 0 QBRs Value $3330
Insights
  • The customer has a high health score of 9/10, indicating strong satisfaction or engagement.
  • They have a perfect win rate of 100% on their quotes, demonstrating successful conversions.
  • The customer value is $3,330.40, matching the total and won quotes, indicating consistency in transaction value.
Risks
⚠️There is no open pipeline, which could suggest a lack of upcoming business or future engagements.
⚠️The account is currently not managed by any specific account manager, which might affect personalized customer service and relationship building.
Opportunities
📈The consistent engagement through emails and contact management suggests potential to maintain or increase communication for future opportunities.
📈With no QBR (Quarterly Business Review) conducted, scheduling one could provide an opportunity to explore further needs or upselling possibilities.
📈The perfect win rate indicates a strong product-market fit, which could be leveraged to expand the business relationship further.
Contacts
DEREK SANDERS

dsanders@brazoria-county.com

BCP General

BCPCLAB@GMAIL.COM

Lynn L

LynnL@brazoria-county.com

Recent Activities
Log Activity
order is placed
Email
2025-12-03 20:21
View Edit
Hi Derek, Great news! It looks like we just got the PO in and it is in processing. The item should ship next week. Thanks for the update. Andrew Hartmann Business Development Manager – 2...
5625 follow up
Email
2025-12-03 18:33
View Edit
Hi Derek, I wanted to circle back on this quote as it seemed like you were interested. Pricing is set to increase in 2026 so I wanted to see if you would be looking to place this order before the ...
5625 will be ordered
Email Completed
2025-11-04 14:31
View Edit
Hi Derek, Thanks for this update! The quote is valid till the end of the year so you are good to go placing the order. Let me know if I can be of any support. Than you, Andrew Hartmann Bus...
Added contact: Lynn L
Contact Management Completed
2025-10-30 22:36
View Edit
Added new contact: Lynn L, Email: LynnL@brazoria-county.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-10-30 22:36
View Edit
Dear BRAZORIA COUNTY AUDITOR, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After...
Added contact: BCP General
Contact Management Completed
2025-10-30 22:35
View Edit
Added new contact: BCP General, Email: BCPCLAB@GMAIL.COM
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-10-30 22:35
View Edit
Dear BRAZORIA COUNTY AUDITOR, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After...
RE: [EXTERNAL] UTAK Labs quote follow up- 5625
Email Completed
2025-10-30 20:09
View Edit
Hey Derek, I wanted to circle back on this quote to see if you had any updates from the team. Are they still considering ordering this item, or should I go ahead and close this one out? If they...
5625- were on a buying freeze, unsure if they still need and checking on it
Email Completed
2025-10-13 20:05
View Edit
Hi Derek, Thanks for this update! A non-ordering period sounds a lot like a drought to me. I hope your team weathered it well 😊 If you could update me when you hear back I would appreciate it....
quote 5625 follow up
Follow-up Completed
2025-10-13 18:12
View Edit
Hi Derek, I hope the start of pumpkin spice season is treating you well. I wanted to touch base with you on the attached quote we sent for blank whole blood. Do you think you will be ordering thi...
Added contact: DEREK SANDERS
Contact Management Completed
2025-10-13 18:10
View Edit
Added new contact: DEREK SANDERS, Email: dsanders@brazoria-county.com
QBR Booking Attempt - 'beverlyh@brazoria-county.com'
Email
2025-10-02 09:59
View Edit
Hi Beverly, 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 - 'paulv@brazoria-county.com'
Email
2025-10-02 09:58
View Edit
Hi Christy, 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 - dsanders@brazoria-county.com
Email
2025-10-02 09:57
View Edit
Hi Christy, 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 - christyb@brazoria-county.com
Email
2025-10-02 09:55
View Edit
Hi Christy, 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...
UTAK Updates That Could Help Simplify Things
Email
2025-09-04 18:13
View Edit
dsanders@brazoria-county.com Hi Derek, 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. We’d love to schedul...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5625 $3330.40 Accepted 2025-09-04 2025-12-31

No QBRs scheduled.