DC PRETRIAL SERVICES AGENCY FORENSIC LAB

Customer ID: 11750

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 20, 2025

Not scheduled

8

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 20, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅There has been a flurry of activities on the last contact date, suggesting a recent shift in account management or strategy.
  • ✅Multiple new contacts have been added, potentially signaling a change in personnel or expansion of the customer team.
Risks
⚠️The total value remains at $0.00, indicating no active financial transactions or purchases, which could imply a lack of revenue-generating engagement.
⚠️Recent activities are heavily focused on communication and management, with no recent quotes, suggesting a gap between engagement and conversion.
Opportunities
📈The introduction of a new account manager presents an opportunity to strengthen relationships and explore new business avenues.
📈Scheduling a Quarterly Business Review could be leveraged to understand customer needs better and propose tailored solutions.
📈Recent emails about updates imply there might be new offerings or improvements that could be pitched to the customer to stimulate interest and potential transactions.
Contacts
YASMINE TOYE

yasmine.toye@psa.gov

JEROME ROBINSON

jerome.robinson@psa.gov

LORA WHARTON

lora.wharton@psa.gov

MIKAL ROC

mikal.roc@psa.gov

Recent Activities
Log Activity
UTAK Labs- Scheduling Our Quarterly Business Review (CID:011750 )
Email Completed
2025-10-20 16:10
View Edit
Hi Mikal, 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. ...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-20 16:09
View Edit
Hello Lora 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
2025-10-20 16:08
View Edit
Hello Jerome, 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:011750 )
Email Completed
2025-10-20 16:07
View Edit
Hi Yasmine, 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: MIKAL ROC
Contact Management Completed
2025-10-20 16:03
View Edit
Added new contact: MIKAL ROC, Email: mikal.roc@psa.gov
Added contact: LORA WHARTON
Contact Management Completed
2025-10-20 16:03
View Edit
Added new contact: LORA WHARTON, Email: lora.wharton@psa.gov
Added contact: JEROME ROBINSON
Contact Management Completed
2025-10-20 16:02
View Edit
Added new contact: JEROME ROBINSON, Email: jerome.robinson@psa.gov
Added contact: YASMINE TOYE
Contact Management Completed
2025-10-20 16:02
View Edit
Added new contact: YASMINE TOYE, Email: yasmine.toye@psa.gov
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.