OFFICE OF CHIEF MEDICAL EXAMINER OF SAN FRANCISCO

Customer ID: 46480

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

September 18, 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 Sep 18, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The customer maintains a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Recent activity includes multiple emails sent on September 18, 2025, inviting key contacts to a Quarterly Business Review (QBR).
  • ✅There is no financial transaction history, as indicated by a total value of $0.00.
Risks
⚠️The absence of recent quotes or financial transactions suggests a potential lack of commercial engagement or revenue generation from this customer.
⚠️The industry classification is unknown, which might limit tailored communication or service offerings.
Opportunities
📈The upcoming QBR presents an opportunity to strengthen relationships and explore potential areas for collaboration or service uptake.
📈Engaging with multiple contacts via QBR invitations could lead to identifying new needs or projects where services can be offered.
📈Clarifying the industry specifics could allow for more targeted and effective engagement strategies.
Contacts

No contacts added yet. Click "Add Contact" to get started.

Recent Activities
Log Activity
QBR Invite sent - susan.keller@sfgov.org
Email
2025-09-18 22:33
View Edit
Hi Susan, 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 th...
QBR Invite Sent - 'sue-lan.pearring@sfgov.org'
Email
2025-09-18 15:14
View Edit
Hi Sue, 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...
QBR Invite Sent - eric.ingle@sfgov.org
Email
2025-09-18 15:08
View Edit
Hi Sue, 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 thro...
QBR Invite Sent - angela.tai@sfgov.org
Email
2025-09-18 15:05
View Edit
Hi Angela, 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 t...
QBR Invite Sent - Almeida, Robert (ADM) <robert.almeida@sfgov.org>
Email Completed
2025-09-18 15:02
View Edit
Hi Robert, 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 t...
Technical document request
Email Completed
2025-09-12 16:03
View Edit
Hi Maria, Please find attached documents requested. Let us know if you have any questions or if we can offer further support. Thank you, Andrew Hartmann Business Development Manager – 250...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.