Baymark Health Services Lab

Customer ID: 100587

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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 28, 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 28, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅Baymark Health Services Lab has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • ✅Recent activities include multiple emails and contact additions, suggesting active account management and engagement.
Risks
⚠️The total value of $0.00 might indicate a lack of transactional activity or unmonetized engagement with the customer.
⚠️The industry of the customer is unknown, which may limit targeted communication and offerings.
Opportunities
📈Recent addition of new contacts presents an opportunity to expand relationships and increase engagement with key stakeholders.
📈Scheduling a quarterly business review could provide a platform to explore potential needs and introduce relevant solutions.
📈Engaging with the new account manager introduction could strengthen client relations and identify upsell or cross-sell opportunities.
Contacts
Matthew Garcia

matthewgarcia@rsonm.com

AMY HUDAK

AHUDAK@RSONM.COM

EVAN BALDWIN

EBALDWIN@RSONM.COM

MARY TROTH

MToth@rsonm.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-28 18:47
View Edit
Hello Mary, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-28 18:45
View Edit
Hello Evan, 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...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-28 18:44
View Edit
Hey Amy, 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 schedule a quick call to walk you thro...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100587)
Email Completed
2025-10-28 18:42
View Edit
Hi Matthew, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
Added contact: MARY TROTH
Contact Management Completed
2025-10-28 18:41
View Edit
Added new contact: MARY TROTH, Email: MToth@rsonm.com
Added contact: EVAN BALDWIN
Contact Management Completed
2025-10-28 18:40
View Edit
Added new contact: EVAN BALDWIN, Email: EBALDWIN@RSONM.COM
Added contact: AMY HUDAK
Contact Management Completed
2025-10-28 18:40
View Edit
Added new contact: AMY HUDAK, Email: AHUDAK@RSONM.COM
Added contact: Matthew Garcia
Contact Management Completed
2025-10-28 18:40
View Edit
Added new contact: Matthew Garcia, Email: matthewgarcia@rsonm.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.