COASTAL PAIN AND SPINAL DIAGNOSTICS

Customer ID: 100624

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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 22, 2025

Not scheduled

4

Activities

0

Quotes
Quick Actions
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AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 22, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅The company is actively engaging with the CRM system, as evidenced by recent contact management updates and multiple emails on the same day.
  • ✅There is a new account manager assigned, indicating a potential change in relationship management or strategy.
  • ✅The health score is perfect, suggesting strong satisfaction or engagement levels.
Risks
⚠️The total value is currently at $0.00, which may indicate a lack of recent financial transactions or sales.
⚠️The industry is unknown, which could complicate the tailoring of specific strategies or offers.
Opportunities
📈The recent assignment of a new account manager presents an opportunity to strengthen the relationship and potentially convert engagement into sales.
📈Scheduling a quarterly business review suggests openness to strategic discussions, which could be leveraged to identify needs and propose solutions.
📈Adding new contacts could indicate organizational changes or expansions, providing a chance to explore new business opportunities.
Contacts
Carlos Martinez

Carlos@coastalpaingroup.com

Andrew Dragos

andrew@coastalpaingroup.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-22 14:22
View Edit
Hello Andrew, 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 UT...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100624)
Email Completed
2025-10-22 14:21
View Edit
Hi Carlos, 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: Andrew Dragos
Contact Management Completed
2025-10-22 14:20
View Edit
Added new contact: Andrew Dragos, Email: andrew@coastalpaingroup.com
Added contact: Carlos Martinez
Contact Management Completed
2025-10-22 14:19
View Edit
Added new contact: Carlos Martinez, Email: Carlos@coastalpaingroup.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.