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, indicating strong satisfaction or engagement.
  • ✅Recent communications include completing action items from a Quarterly Business Review (QBR).
  • ✅The customer recently experienced a change in account management with the introduction of Katie Schreier.
Risks
⚠️There was a last-minute meeting cancellation, suggesting potential scheduling conflicts or prioritization issues.
⚠️The total value remains at $0.00, indicating no recent financial transactions or purchases.
Opportunities
📈The introduction of a new account manager presents an opportunity to strengthen the relationship and potentially uncover new needs.
📈Completing QBR action items may open discussions for future projects or purchases.
📈Proactively rescheduling the canceled meeting could help maintain engagement and address any concerns.
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