RIDGEWOOD DIAGNOSTIC LABORATORY

Customer ID: 100840

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$24364.59

September 2025

Activity Summary

September 26, 2025

Not scheduled

7

Activities

4

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Sep 26, 2025 7 activities 4 quotes 0 QBRs Value $24365
Insights
  • ✅High health score indicates strong customer satisfaction and engagement.
  • ✅Recent addition of multiple contacts suggests expansion or restructuring within the organization.
  • ✅Frequent communications, including QBR invites, demonstrate ongoing relationship management.
Risks
⚠️Industry unknown, which may limit tailored strategies or risk assessments.
⚠️Potential reliance on a few key contacts for communication; turnover could disrupt interactions.
Opportunities
📈Recent quotes accepted indicate readiness for investment; explore upsell or cross-sell opportunities.
📈Newly added contacts provide an opportunity to deepen relationships and gather more insights into customer needs.
📈Consider offering tailored solutions or services to further enhance customer satisfaction and loyalty.
Contacts
ANDREW AGUDELO

ANDREW@RIDGEWOODLAB.COM

DEMARIS GONZALEZ

demaris@ridgewoodlab.com

TARA WHISPELL

tara@ridgewoodlab.com

Recent Activities
Log Activity
Added contact: TARA WHISPELL
Contact Management Completed
2025-09-26 19:22
View Edit
Added new contact: TARA WHISPELL, Email: tara@ridgewoodlab.com
Added contact: DEMARIS GONZALEZ
Contact Management Completed
2025-09-26 19:21
View Edit
Added new contact: DEMARIS GONZALEZ, Email: demaris@ridgewoodlab.com
Added contact: ANDREW AGUDELO
Contact Management Completed
2025-09-26 19:21
View Edit
Added new contact: ANDREW AGUDELO, Email: ANDREW@RIDGEWOODLAB.COM
QBR Invite Sent - 'demaris@ridgewoodlab.com'
Email
2025-09-16 20:46
View Edit
Hello Demaris, 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 y...
QBR Invite Sent - service@ridgewoodlab.com
Email
2025-09-16 13:57
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 - tara@ridgewoodlab.com
Email
2025-09-16 13:52
View Edit
Hello Tara, 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 ...
UTAK Updates That Could Help Simplify Things
Email
2025-09-04 20:31
View Edit
Hi Demaris, 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
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5635 $19599.00 Accepted — 2025-08-18 2025-11-16 —
5634 $2280.00 Accepted — 2025-08-18 2025-11-16 —
5635 $0.00 Accepted — 2025-08-18 2025-11-16 —
5634 $2485.59 Accepted — 2025-09-18 2025-12-17 —
QBRs
Schedule QBR

No QBRs scheduled.