SEDGWICK COUNTY

Customer ID: 046965

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 23, 2025

Not scheduled

9

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 23, 2025 9 activities 1 quotes 0 QBRs
Insights
  • ✅The customer's health score is perfect at 10/10, indicating no immediate issues in terms of engagement or satisfaction.
  • ✅Recent activities have been largely focused on email communication, suggesting a preference or reliance on digital correspondence.
  • ✅The account is managed as a "House Account," suggesting it may not have dedicated account management resources.
Risks
⚠️The customer has a win rate of 0%, with no successful quotes and one lost quote, indicating potential issues in converting opportunities.
⚠️There is no open pipeline, suggesting a lack of ongoing or future opportunities currently being pursued.
⚠️The value of the account is currently $0, and there have been no successful sales transactions.
Opportunities
📈Increasing direct engagement, such as through a QBR (Quarterly Business Review), could provide insights into the customer's needs and improve conversion rates.
📈Identifying and addressing the reasons behind the lost quote could help in formulating strategies to win future business.
📈Assigning a dedicated account manager could help in personalized engagement and potentially increase the customer value.
Contacts
ROBYN SHULTZ

ROBYN.SHULTZ@SEDGWICK.GOV

Recent Activities
Log Activity
5427 is not being ordered
Email Completed
2025-10-23 17:55
View Edit
Thanks for the update Robyn! I appreciate you 😊 Have a great day, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888...
Added contact: ROBYN SHULTZ
Contact Management Completed
2025-10-23 16:33
View Edit
Added new contact: ROBYN SHULTZ, Email: ROBYN.SHULTZ@SEDGWICK.GOV
UTAK Quote follow up 5427
Email Completed
2025-10-23 16:33
View Edit
Hi Robyn, I hope the start of pumpkin spice season is treating you well! I wanted to touch base with you on this quote we sent for our SMx Serum. Do you know yet if you plan to order this or not?...
QBR Invite Sent - lharryma@sedwick.gov
Email
2025-09-15 15:44
View Edit
Hello Lydia, 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 - 'sbeck@sedgwick.gov'
Email
2025-09-15 15:44
View Edit
Hi Sherry, 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...
QBR Invite Sent - lgoodson@sedgwick.gov
Email
2025-09-15 15:43
View Edit
Hello Lana, 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...
QBR Invite Sent -cunderwo@sedgwick.gov
Email
2025-09-15 15:42
View Edit
Hello Cindi, 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 - 'mdudley@sedgwick.gov'
Email
2025-09-15 15:41
View Edit
Hi Mary, 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...
Follow-Up on Quote # 5427
Follow-up
2025-09-04 11:54
View Edit
Hi Robyn, I hope you're doing well! I just wanted to follow up on Quote # 5427 for our SMx Serum. I’ve re-attached the quote here for your convenience in case it’s helpful. If you have any quest...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5427 $870.60 Rejected — 2025-09-04 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.