LAC/USC MEDICAL CENTER

Customer ID: 22150

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$953.40

September 2025

Activity Summary

November 07, 2025

Not scheduled

12

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 07, 2025 12 activities 1 quotes 0 QBRs Value $953
Insights
  • ✅The customer maintains a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • ✅Recent contact management activities suggest active relationship building with new contacts added.
  • ✅Regular communication through emails, focusing on feedback and optimization, indicates a proactive approach to customer engagement.
Risks
⚠️High frequency of similar emails sent on the same day could lead to message fatigue and reduce engagement.
⚠️The industry is unknown, which may limit tailored marketing and service strategies.
Opportunities
📈Expanding engagement by diversifying communication methods beyond email could enhance customer interaction.
📈Leverage the recent acceptance of a quote to explore additional service offerings or upsell opportunities.
📈Utilize feedback from recent emails to tailor future product or service developments to better meet customer needs.
Contacts
Sophia Olvera

solvera@dhs.lacounty.gov

Artimis Avanesian

aavanesian@dhs.lacounty.gov

DEM BRUCAL

DBRUCAL2@DHS.LACOUNTY.GOV

KEVIN SOTO

KSoto@dhs.lacounty.gov

ROBERT MONTGOMERY

rmontgomery@dhs.lacounty.gov

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:40
View Edit
Hi Robert, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Quick optimization review to streamline your process?
Email Completed
2025-11-07 21:37
View Edit
Hi Kevin, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workflow...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:36
View Edit
Hey Dem, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are inc...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-07 21:35
View Edit
Hi Sophia, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Quick optimization review to streamline your process?
Email Completed
2025-11-07 21:35
View Edit
Hi Artimis, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workfl...
Added contact: ROBERT MONTGOMERY
Contact Management Completed
2025-11-07 21:33
View Edit
Added new contact: ROBERT MONTGOMERY, Email: rmontgomery@dhs.lacounty.gov
Added contact: KEVIN SOTO
Contact Management Completed
2025-11-07 21:33
View Edit
Added new contact: KEVIN SOTO, Email: KSoto@dhs.lacounty.gov
Added contact: DEM BRUCAL
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: DEM BRUCAL, Email: DBRUCAL2@DHS.LACOUNTY.GOV
Added contact: Artimis Avanesian
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: Artimis Avanesian, Email: aavanesian@dhs.lacounty.gov
Added contact: Sophia Olvera
Contact Management Completed
2025-11-07 21:32
View Edit
Added new contact: Sophia Olvera, Email: solvera@dhs.lacounty.gov
Following Up & Planning Ahead (CID:022150)
Follow-up
2025-09-08 23:10
View Edit
Hi LAC/USC Medical Center Team, I hope you’re doing well! I just wanted to follow up on Quote 5601. I’ve re-attached the quote here for your convenience. If you have any questions or need to make a...
UTAK Updates That Could Help Simplify Things
Email
2025-09-03 22:57
View Edit
Hi Dem: 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 throu...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5601 $953.40 Accepted — 2025-08-07 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.