COUNTY OF OCEAN

Customer ID: 10738

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 21, 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 21, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer is categorized as "Current/In-Business" but does not belong to any specific industry category.
  • ✅Health score is perfect at 10/10, indicating satisfaction or no current issues.
  • ✅Recent activities indicate engagement through emails and contact management, suggesting ongoing communication efforts.
Risks
⚠️Customer value and revenue generation from this account are currently at zero.
⚠️No quotes have been made, and there is no open pipeline, which might indicate a lack of engagement in terms of sales opportunities.
⚠️The absence of a win rate and no recent quotes suggest a potential gap in converting this relationship into tangible business.
Opportunities
📈The solid health score and ongoing communication provide a strong foundation to explore potential business or service opportunities.
📈Engaging the customer in strategic discussions or identifying their needs could help in generating quotes and building a pipeline.
📈Potential to schedule a Quarterly Business Review (QBR) to deepen the relationship and uncover business prospects.
Contacts
AMY C. CRIST

ACrist@co.ocean.nj.us

MATTHEW WOODS

MWOOD@CO.OCEAN.NJ.US

Loretta Puff

lpuff@co.ocean.nj.us

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-21 14:04
View Edit
Hi Loretta, 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
2025-10-21 14:03
View Edit
Hello Matt, 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:01738)
Email Completed
2025-10-21 14:01
View Edit
Hi Amy, 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. We...
Added contact: Loretta Puff
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: Loretta Puff, Email: lpuff@co.ocean.nj.us
Added contact: MATTHEW WOODS
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: MATTHEW WOODS, Email: MWOOD@CO.OCEAN.NJ.US
Added contact: AMY C. CRIST
Contact Management Completed
2025-10-21 14:00
View Edit
Added new contact: AMY C. CRIST, Email: ACrist@co.ocean.nj.us
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.