CHILDRENS HEALTHCARE OF ATLANTA

Customer ID: 7450

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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 27, 2025

Not scheduled

6

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 27, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅No quotes have been generated, implying potential areas for business development or service alignment.
  • ✅Recent activities include consistent email communication and contact management efforts.
Risks
⚠️Lack of financial transactions (quotes, pipeline, won or lost deals) suggests a risk of non-engagement in terms of business development.
⚠️Absence of QBRs (Quarterly Business Reviews) could lead to missed opportunities to align on strategic goals and performance.
Opportunities
📈Strong health score might indicate potential for deeper engagement or upselling if aligned with actual needs.
📈Consistent communication can be leveraged to initiate discussions on potential services or offerings.
📈Engaging in QBRs could enhance relationship-building and uncover business opportunities.
Contacts
Sherrie Rawson

Sherrie.Rawson@choa.org

KYANNA WATERS

Kyanna.Waters@choa.org

lucas matthews

lucas.matthews@choa.org

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-27 13:50
View Edit
Hello Lucas, 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 UTA...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-27 13:49
View Edit
Hello Kyanna, 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...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:007450)
Email Completed
2025-10-27 13:48
View Edit
Hi Sherrie, 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: lucas matthews
Contact Management Completed
2025-10-27 13:47
View Edit
Added new contact: lucas matthews, Email: lucas.matthews@choa.org
Added contact: KYANNA WATERS
Contact Management Completed
2025-10-27 13:46
View Edit
Added new contact: KYANNA WATERS, Email: Kyanna.Waters@choa.org
Added contact: Sherrie Rawson
Contact Management Completed
2025-10-27 13:46
View Edit
Added new contact: Sherrie Rawson, Email: Sherrie.Rawson@choa.org
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.