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
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 17, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅PHD LABORATORY has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • ✅The company has been invited to a Quarterly Business Review (QBR) recently, signifying active communication efforts.
  • ✅Multiple contacts within the company were invited to the QBR, suggesting a structured approach to customer engagement.
Risks
⚠️The total value of transactions is $0.00, indicating no recent purchases or financial transactions.
⚠️Industry information is unknown, which could hinder targeted marketing and personalized communication strategies.
Opportunities
📈Leverage the upcoming QBR to understand customer needs and potentially convert interaction into sales.
📈Use the QBR as a platform to gather industry information and better tailor future offerings.
📈Explore cross-selling or upselling opportunities by presenting relevant solutions or products during the QBR.
Contacts

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

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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