HEALTHQUEST ESOTERIC

Customer ID: 100921

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 08, 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 08, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating a strong relationship and satisfaction.
  • ✅Multiple contacts were added recently, suggesting proactive engagement and potential organizational changes.
  • ✅Recent communications are from a new account manager, indicating a potential shift in account management strategies.
Risks
⚠️Total value remains at $0.00, which could imply no recent purchases or financial transactions.
⚠️Lack of recent quotes may suggest a gap in sales opportunities or interest in new products/services.
Opportunities
📈Engage with new contacts to explore potential needs and tailor offerings accordingly.
📈Utilize the scheduled quarterly business review to identify and address any unmet needs or interests.
📈Leverage recent updates and account management changes to re-establish value propositions and cross-sell or up-sell.
Contacts
HOWARD CHILCOAT

H.CHILCOAT@HQESOTERICS.COM

714-820-9230

VALERIE HOOK

Valerie.hook@hqesoterics.com

Orders

orders@hqesoterics.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-08 14:41
View Edit
Hello Howard 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...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-08 14:39
View Edit
Hello Valerie, 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 yo...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100921)
Email Completed
2025-10-08 14:38
View Edit
Hi Team HealthQuest, 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 to...
Added contact: Orders
Contact Management Completed
2025-10-08 14:37
View Edit
Added new contact: Orders, Email: orders@hqesoterics.com
Added contact: VALERIE HOOK
Contact Management Completed
2025-10-08 14:37
View Edit
Added new contact: VALERIE HOOK, Email: Valerie.hook@hqesoterics.com
Added contact: HOWARD CHILCOAT
Contact Management Completed
2025-10-08 14:36
View Edit
Added new contact: HOWARD CHILCOAT, Email: H.CHILCOAT@HQESOTERICS.COM, Phone: 714-820-9230
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.