CITY OF PHOENIX

Customer ID: 8810

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

December 01, 2025

Not scheduled


14

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 01, 2025 14 activities 0 quotes 0 QBRs
Insights
  • The customer has a high health score of 9/10, indicating a strong relationship or potential satisfaction.
  • There have been multiple email interactions recently, suggesting ongoing communication.
Risks
⚠️There is no customer value or financial activity recorded, which could imply a lack of business transactions or engagement in terms of revenue.
⚠️The win rate is 0.0%, and there are no quotes or open pipelines, indicating a potential lack of sales opportunities or successes.
Opportunities
📈The high health score and consistent communication suggest there is room to start or increase business transactions.
📈Engaging the customer in a QBR (Quarterly Business Review) could uncover needs and opportunities to establish a financial relationship.
Contacts
sarah goldberg

sarah.goldberg@phoenix.gov

Amanda Gallegos

Amanda.Gallegos@phoenix.gov

ANIL SOLANKY

ANIL.SOLANKY@PHOENIX.GOV

CESARINA RODRIGUEZ

CESARINA.RODRIGUEZ@PHOENIX.GOV

JANETTA MCALONAN

janetta.mcalonan@phoenix.gov

KATIE MILLER

katie.miller@phoenix.gov

Recent Activities
Log Activity
Sending insurance info
Email
2025-12-01 21:46
View Edit
Hi Carolina, I got the COI faster than expected, please find attached 😊 Let us know if any questions or concerns. Thank you,
Insurance cert requested
Email
2025-12-01 16:17
View Edit
Hi Carolina, Confirming receipt. We have reached out to our team whom handles this and will provide an update once we hear back. Sometime this takes a bit to get issued from our provider so feel ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-24 16:29
View Edit
Hello Katie, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-24 16:28
View Edit
Hello Janetta, 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 U...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-24 16:27
View Edit
Hello Cesarina, 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 y...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-24 16:26
View Edit
Hello Anil, 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 t...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:008810)
Email Completed
2025-10-24 16:25
View Edit
Hi Amanda, 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. ...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:008810)
Email Completed
2025-10-24 16:24
View Edit
Hi Sarah, 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: KATIE MILLER
Contact Management Completed
2025-10-24 16:22
View Edit
Added new contact: KATIE MILLER, Email: katie.miller@phoenix.gov
Added contact: JANETTA MCALONAN
Contact Management Completed
2025-10-24 16:22
View Edit
Added new contact: JANETTA MCALONAN, Email: janetta.mcalonan@phoenix.gov
Added contact: CESARINA RODRIGUEZ
Contact Management Completed
2025-10-24 16:21
View Edit
Added new contact: CESARINA RODRIGUEZ, Email: CESARINA.RODRIGUEZ@PHOENIX.GOV
Added contact: ANIL SOLANKY
Contact Management Completed
2025-10-24 16:21
View Edit
Added new contact: ANIL SOLANKY, Email: ANIL.SOLANKY@PHOENIX.GOV
Added contact: Amanda Gallegos
Contact Management Completed
2025-10-24 16:20
View Edit
Added new contact: Amanda Gallegos, Email: Amanda.Gallegos@phoenix.gov
Added contact: sarah goldberg
Contact Management Completed
2025-10-24 16:19
View Edit
Added new contact: sarah goldberg, Email: sarah.goldberg@phoenix.gov
No quotes for this customer.

No QBRs scheduled.