PHASE 2 LABORATORIES

Customer ID: 101451

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Raleigh

10/10

$0.00

September 2025

Activity Summary

September 25, 2025

Not scheduled

12

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 25, 2025 12 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • ✅Multiple new contacts were added recently, suggesting potential changes or expansions in their team.
  • ✅There is a strong focus on communication with multiple emails sent on the same date, indicating a proactive approach in client management.
Risks
⚠️Total value is currently $0.00, which could imply a lack of recent transactions or purchases.
⚠️Recent activities are heavily email-focused, with no evidence of direct interactions or meetings, which may limit relationship depth.
Opportunities
📈New account manager introduction presents an opportunity to strengthen client relationships and explore new business avenues.
📈Recent QBR invitations could be leveraged to understand customer needs better and identify upsell or cross-sell opportunities.
📈The addition of new contacts could be an opportunity to engage different departments or decision-makers within the organization.
Contacts
JONAH SULFRIDGE

jsulfridge@phase2laboratories.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-25 23:03
View Edit
Hi Jonah: I’m Raleigh Gallina, 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 UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-25 23:03
View Edit
Hi Robby: I’m Raleigh Gallina, 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 UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-25 23:03
View Edit
Hi Robby: I’m Raleigh Gallina, 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 UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-09-25 23:02
View Edit
Hi Joey: I’m Raleigh Gallina, 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 UTAK s...
Added contact: Robby Strange
Contact Management Completed
2025-09-25 17:59
View Edit
Added new contact: Robby Strange, Email: rstrange@phase2laboratories.com
Added contact: JONAH SULFRIDGE
Contact Management Completed
2025-09-25 17:59
View Edit
Added new contact: JONAH SULFRIDGE, Email: jsulfridge@phase2laboratories.com
Added contact: Joey Torrento
Contact Management Completed
2025-09-25 17:58
View Edit
Added new contact: Joey Torrento, Email: jtorrento@phase2laboratories.com
QBR Invite Sent - 'bkobrick@phase2laboratories.com'
Email
2025-09-17 15:16
View Edit
Hi Bob, 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 - 'kbyrd@phase2laboratories.com'
Email
2025-09-17 15:16
View Edit
Hi Kathryn, 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 ...
QBR Invite Sent - Jonah Sulfridge <jsulfridge@phase2laboratories.com>
Email
2025-09-17 15:14
View Edit
Hi Jonah, 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 - 'CGustin@Phase2Laboratories.com'
Email
2025-09-17 15:11
View Edit
Hi Chris, 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 thr...
QBR Invite Sent - jtorrento@phase2laboratories.com
Email
2025-09-17 14:54
View Edit
Hello Joey, 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...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.