RHODE ISLAND DEPARTMENT OF HEALTH

Customer ID: 039500

Edit Customer Back to Customers
Customer Information

Not specified

Government and Law Enforcement

Current/In-Business

Not specified

House Account

6/10

$2081.00

September 2025

Activity Summary

September 19, 2025

Not scheduled

7

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 6/10 Last contact Sep 19, 2025 7 activities 1 quotes 0 QBRs Value $2081
Insights
  • ✅Health Score is average at 6/10, indicating room for improvement in engagement or satisfaction.
  • ✅The customer has a high win rate of 100%, with the only quote being accepted.
  • ✅Recent activities include multiple follow-ups, suggesting active engagement from the account team.
Risks
⚠️No open pipeline, which could indicate a lack of ongoing opportunities or future engagements.
⚠️The account is managed as a "House Account," potentially leading to less personalized attention.
Opportunities
📈High win rate presents an opportunity to expand the relationship and pursue new projects or contracts.
📈Regular follow-ups suggest a potential to deepen the engagement and possibly improve the health score.
Contacts
Traci Taylor (RIDOH)

Traci.Taylor@health.ri.gov

Recent Activities
Log Activity
Added contact: Traci Taylor (RIDOH)
Contact Management Completed
2025-09-19 15:55
View Edit
Added new contact: Traci Taylor (RIDOH), Email: Traci.Taylor@health.ri.gov
Correct Contact Provided - Taylor, Traci (RIDOH) <Traci.Taylor@health.ri.gov>
Follow-up
2025-09-19 08:52
View Edit
Hi Sue, Thanks so much for letting me know — and congratulations on your next chapter! I’ll reach out to Traci Taylor so we can keep things moving on Quote #5673 and get her looped in for any futu...
Quote FU and QBR Invite - 'Sue.Olney@health.ri.gov'
Follow-up
2025-09-16 21:54
View Edit
Hi Sue, I hope you’re doing well! I just wanted to follow up on Quote # 5673. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether to...
Quote FU and QBR Invite - Traci.Taylor@health.ri.gov
Follow-up
2025-09-16 15:58
View Edit
Hi Traci, I hope you’re doing well! I just wanted to follow up on Quote # 5673. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether ...
Quote FU and QBR Invite - 'tamara.wong@health.ri.gov'
Follow-up
2025-09-16 14:55
View Edit
Hi Tamara, I hope you’re doing well! I just wanted to follow up on Quote # 5673. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether...
Quote FU QBR Invite - laurie.ogilvie@health.ri.gov
Follow-up
2025-09-16 14:51
View Edit
Hi Laurie, I hope you’re doing well! I just wanted to follow up on Quote # 5673. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether ...
Quote FU and QBR Invite Sent - ConwayNovi, Rebecca (RIDOH) <rebecca.conwaynovi@health.ri.gov>
Follow-up
2025-09-16 14:49
View Edit
Hi Rebecca, I hope you’re doing well! I just wanted to follow up on Quote # 5673. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whethe...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5673 $2081.00 Accepted — 2025-08-27 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.