PHD LABORATORY

Customer ID: 101501

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

September 17, 2025

Not scheduled

4

Activities

0

Quotes
Quick Actions
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AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 17, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • ✅There is no current financial value attributed to this customer, suggesting potential for future growth.
  • ✅All recent activities have been emails, which may imply a preference for digital communication.
Risks
⚠️No quotes have been created or won, indicating potential lack of progress in sales or engagement.
⚠️Absence of recent quotes and open pipeline suggests possible stagnation in sales efforts.
Opportunities
📈Opportunity to initiate sales engagement or product offerings, as no quotes are currently in progress.
📈Potential to increase customer value by converting engagement into sales.
📈High health score can be leveraged to deepen relationship and explore upsell or cross-sell opportunities.
Contacts

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Recent Activities
Log Activity
QBR Invite Sent - 'jmabeka@phdlaboratory.com'
Email
2025-09-17 21:48
View Edit
Hello Jim, 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 - esurratt@phdlaboratory.com
Email
2025-09-17 14:47
View Edit
Hello, 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 - dpeters@phdlaboratory.com
Email
2025-09-17 14:42
View Edit
Hello, 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 - 'tveale@phdlaboratory.com'
Email
2025-09-17 14:38
View Edit
Hi Troy, 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...
Quotes
New Quote
No quotes for this customer.
QBRs
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