SELECT TOXICOLOGY

Customer ID: 47010

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 15, 2025

Not scheduled

7

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 15, 2025 7 activities 1 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • ✅All recent activities have been email communications and contact management, suggesting active but non-diverse engagement.
  • ✅The account is currently managed as a house account without a dedicated account manager.
Risks
⚠️The customer has a win rate of 0.0%, with one quote lost, indicating a lack of successful conversions.
⚠️No open pipeline projects, suggesting a lack of future engagements or projects.
Opportunities
📈The absence of a dedicated account manager could be an opportunity to assign one for more personalized service and potentially improve engagement.
📈Consider diversifying communication methods beyond emails to build a stronger relationship and explore new business avenues.
📈Investigate the reasons behind the lost quote to refine future proposals and improve win rates.
Contacts
Jodie Mouzon

JEM88327@GMAIL.COM

Recent Activities
Log Activity
5582 closing for now, will set calendar reminder to revisit.
Email Completed
2025-10-15 17:34
View Edit
Thank you 😊Reach out whenever you are ready and we are happy to help. Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.U...
5582 needed just not now
Email Completed
2025-10-15 15:25
View Edit
Hi Jodie, Thanks for the update! Do you know when you may need this? Currently this quote is set to expire on the 29th this month. We can likely extend a little if it will be ordered soon, other...
quote 5582 follow up
Email Completed
2025-10-14 14:29
View Edit
Hey Jodie, I hope the start of pumpkin spice season has been treating you well! I wanted to check in with you on the attached quote to see if you planned to order this or not? Any reply is apprec...
Added contact: Jodie Mouzon
Contact Management Completed
2025-10-14 14:28
View Edit
Added new contact: Jodie Mouzon, Email: JEM88327@GMAIL.COM
QBR Invite Sent - qiangzhy23@gmail.com
Email
2025-09-15 22:38
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 - JEM88327@GMAIL.COM <jem88327@gmail.com>
Email
2025-09-15 15:39
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...
Following Up 5582 & Planning Ahead (CID:047010)
Email
2025-09-08 09:34
View Edit
Hi Select Toxicology Team, I hope you’re doing well! I just wanted to follow up on Quote # 5582. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adju...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5582 $1987.14 Rejected — 2025-07-31 2025-10-29 —
QBRs
Schedule QBR

No QBRs scheduled.