MINIVASIVE PAIN SPECIALIST

Customer ID: 101194

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

October 13, 2025

Not scheduled

4

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Oct 13, 2025 4 activities 1 quotes 0 QBRs
Insights
  • ✅The customer has not yet generated any value for the company.
  • ✅Recent activities include multiple follow-ups and contact management, indicating ongoing engagement.
  • ✅The health score is high at 9/10, suggesting a positive overall status or relationship.
Risks
⚠️The win rate is currently 0%, with one quote lost worth $2,641.07.
⚠️There is no open pipeline, which may indicate a lack of future business prospects.
⚠️The account is unassigned, which may lead to a lack of focused attention and strategy.
Opportunities
📈Given the high health score, there may be potential to convert future engagements into sales.
📈The customer is actively engaging, suggesting a willingness to maintain communication and explore options.
📈Assigning a dedicated account manager could improve customer relationship and sales conversion.
Contacts
Autumn Courtney

autumn.courtney@amerihealthlab.com

Recent Activities
Log Activity
QUote 5540 follow up
Follow-up Completed
2025-10-13 20:53
View Edit
Hi Autumn, I hope the start of pumpkin spice season is treating you well! I wanted to touch base with you on the attached quote we sent you. It expires tomorrow and it looks like you don’t plan o...
Added contact: Autumn Courtney
Contact Management Completed
2025-10-13 20:50
View Edit
Added new contact: Autumn Courtney, Email: autumn.courtney@amerihealthlab.com
Scheduling Our Quarterly Business Review (CID:101194)
Email
2025-09-05 21:52
View Edit
Hi Autumn, I hope you’re doing well! I just wanted to follow up on Quote 5540. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether to...
Quote Follow up 5540
Follow-up
2025-09-05 21:50
View Edit
Hi Autumn, I hope you’re doing well! I just wanted to follow up on Quote 5540. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether to...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5540 $2641.07 Rejected — 2025-09-05 2025-12-04 —
QBRs
Schedule QBR

No QBRs scheduled.