I SPINE PAIN PHYSICIANS

Customer ID: 100596

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

5

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 5 activities 0 quotes 1 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating satisfaction or stability.
  • ✅Recent activities are focused on email communication and contact management, suggesting engagement efforts.
  • ✅Despite engagement, there are no quotes or sales activities recorded, indicating a lack of financial transactions.
Risks
⚠️The customer value is currently at 0.0, highlighting a lack of revenue generation from this account.
⚠️The win rate is 0.0%, suggesting no successful conversion of potential sales opportunities.
Opportunities
📈Potential to increase engagement beyond emails to explore revenue opportunities.
📈Consider developing tailored offers or solutions to initiate sales transactions and improve customer value.
📈Leverage the positive health score to deepen the relationship and convert it into tangible business activities.
Contacts
KATIE SCHREIER

Lab Manager

katie.schreier@ispinepainphysicians.com

952-715-2457

Recent Activities
Log Activity
QBR action items completed
Email
2025-10-21 18:55
View Edit
Hi Katie, It was great getting to connect with you today. I really appreciate your time and all the great insights you shared with us. Attached is the guide I mentioned on making your own QC. I ...
Canceled meeting last minute saying busy and will reschedule
Email Completed Due Oct 21, 2025
2025-10-14 19:22
View Edit
If not rescheduled next week circle back.
Customer booked QBR via calendly
Email Completed
2025-10-09 13:29
View Edit
Customer scheduled via calendly
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-07 19:58
View Edit
Hello Katie, 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...
Added contact: KATIE SCHREIER
Contact Management Completed
2025-10-07 19:57
View Edit
Added new contact: KATIE SCHREIER, Title: Lab Manager, Email: katie.schreier@ispinepainphysicians.com, Phone: 952-715-2457
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-10-21 Completed 2025-10-21 10 Edit