COLONIAL SCIENTIFIC

Customer ID: 100282

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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

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 22, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating satisfaction or strong engagement.
  • ✅All recent activities occurred on the same day, suggesting a concentrated effort to establish or re-establish communication.
  • ✅Multiple new contacts were added, indicating potential changes in personnel or expansion in client relationship management.
Risks
⚠️The total value is recorded as $0.00, which may suggest no recent sales or transactions, posing a risk if not addressed.
⚠️Lack of recent quotes could indicate potential disengagement or a pause in purchasing activities.
Opportunities
📈The introduction of a new account manager and multiple emails on the same day presents an opportunity to strengthen relationships and address any client needs.
📈Scheduling a Quarterly Business Review suggests a chance for strategic planning and upselling.
📈Engaging the new contacts added could uncover new opportunities for sales or collaboration.
Contacts
Kent Gay

kent@colonialscientific.com

JASON O'DONNELL

jason@colonialscientific.com

MIKE RINKO

mike@colonialscientific.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-22 14:16
View Edit
Hello Mike, 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
2025-10-22 14:15
View Edit
Hello Jason, 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:100282)
Email Completed
2025-10-22 14:14
View Edit
Hi Kent, 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. W...
Added contact: MIKE RINKO
Contact Management Completed
2025-10-22 14:09
View Edit
Added new contact: MIKE RINKO, Email: mike@colonialscientific.com
Added contact: JASON O'DONNELL
Contact Management Completed
2025-10-22 14:09
View Edit
Added new contact: JASON O'DONNELL, Email: jason@colonialscientific.com
Added contact: Kent Gay
Contact Management Completed
2025-10-22 14:08
View Edit
Added new contact: Kent Gay, Email: kent@colonialscientific.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.