CHILDRENS HEALTH OF DALLAS

Customer ID: 100058

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$12848.00

September 2025

Activity Summary

December 03, 2025

Not scheduled


20

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 03, 2025 20 activities 2 quotes 0 QBRs Value $12848
Insights
  • Customer maintains a perfect health score of 10/10, indicating high satisfaction and engagement.
  • Recent activities show frequent communication, focusing on quotes and feedback, suggesting active interest in services or products.
  • Two recent quotes were accepted, totaling $12,848, aligning with the total value, indicating successful transactions.
Risks
⚠️No apparent risks as customer engagement is high and recent quotes have been accepted.
⚠️Last contact is set in the future (2025-12-03), which may need clarification or adjustment if it is a data entry error.
Opportunities
📈Continue to leverage strong communication and customer satisfaction for potential upsell opportunities, as indicated by the recent upsell call.
📈Explore additional services or products that could be of interest to maximize the existing positive relationship and expand sales.
📈Consider setting up regular check-ins or feedback sessions to maintain engagement and address any future needs promptly.
Contacts
DAVID TORBELLIN

david.torbellin@childrens.com

ERIC CROSSLEY

eric.crossley@childrens.com

KIM DOZIER

Purchasing

KIM.DOZIER@CHILDRENS.COM

RICHARD BORIACK

richard.boriack@childrens.com

VIVAN JONES

vivian.jones@childrens.com

Recent Activities
Log Activity
Called to clarify needs for quote
Call
2025-12-03 15:10
View Edit
Customer wants to drop fill size to 3mL to match calibrators and needs quote split into 2 for purchasing requirements. They cannot do more than 5K in an order
Sending updated quote with volume options
Email
2025-12-02 18:23
View Edit
Hi Richard, Your updated quote is attached. Please review and let me know if you have any questions. To go from the minimum order size we initially quoted, to a 30 month order volume you will see...
Sending quote
Email
2025-12-02 15:22
View Edit
Hi Richard, Thanks for your time connecting to review this quote. It was great to learn a bit more about your needs. As I mentioned, we will issue an updated quote shortly adding some more volume...
Quote review call and upsell
Call
2025-12-02 15:21
View Edit
Richard Boriack - December 02 VIEW RECORDING - 15 mins (No highlights): https://fathom.video/share/opsN99CPFGkTv5XSfrTJQ6mwYXsT2pii --- 0:00 - Andrew Hartmann (UTAK Laboratories) I can. Can ...
Your UTAK quote is ready for review
Email
2025-11-26 20:25
View Edit
Hi Richard, We received your quote request and have it ready for review. I see your lab orders a similar 3 level product and sometime when we see this there is some additional steps we need to tak...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:04
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:04
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:03
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:03
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:02
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:01
View Edit
Dear Dear CHILDRENS HEALTH OF DALLAS, 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 product...
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-26 19:06
View Edit
Hi Richard, Thank you for letting me know, and I hope you had a great vacation! Congratulations on your upcoming retirement — wishing you all the best in this next chapter! Hi Vivian, it’s great...
Re: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-26 19:02
View Edit
Thanks Richard. I will respond to Raleigh also. Vivian, Get Outlook for iOS ________________________________________
RE: Hello from UTAK: I’m Your New Account Manager
Email
2025-09-26 19:00
View Edit
Hi Raleigh, Sorry for the delay, I’ve been on vacation. Vivian Jones is the person you should speak with since I will be retiring at the end on the year. I’ve CC’d her. Richard
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-24 20:52
View Edit
Hi Richard: I’m Raleigh Gallina, 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 UTA...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-24 20:52
View Edit
Hi Vivan: I’m Raleigh Gallina, 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
2025-09-24 20:51
View Edit
Hi Kim, I’m Raleigh Gallina, 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 so...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-24 20:50
View Edit
Hi David, I’m Raleigh Gallina, 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
2025-09-24 20:50
View Edit
Hi Eric, I’m Raleigh Gallina, 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 s...
Added contact: VIVAN JONES
Contact Management Completed
2025-09-24 20:44
View Edit
Added new contact: VIVAN JONES, Email: vivian.jones@childrens.com
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5999 $4720.00 Accepted 2025-12-03 2026-03-03
5989 $8128.00 Accepted 2025-11-26 2026-02-24

No QBRs scheduled.