SOUTHWEST LABS

Customer ID: 100447

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 01, 2025

Not scheduled


20

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 01, 2025 20 activities 0 quotes 0 QBRs
Insights
  • SOUTHWEST LABS has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • The customer has not generated any quotes, indicating a lack of sales activity.
  • Communication has been exclusively through emails, with no variation in recent interactions.
Risks
⚠️There is no recorded customer value, suggesting a potential risk of low financial contribution.
⚠️The absence of quotes and sales activity means there is no revenue being generated from this customer.
⚠️No quarterly business reviews (QBRs) have been conducted, which could impact strategic alignment and growth.
Opportunities
📈Leverage the high health score to explore potential sales or service opportunities with SOUTHWEST LABS.
📈Initiate a QBR to better understand their needs and explore ways to increase engagement.
📈Diversify communication methods beyond emails to strengthen relationships and uncover business opportunities.
Contacts
CHELSEA LOCKHART

chelsea.l@southwestlab.com

JOHN LAHOFF

JOHN.L@SOUTHWESTLAB.COM

TARAN KAUR

TARAN.K@SOUTHWESTLAB.COM

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:33
View Edit
Hi Taran: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:32
View Edit
Hi Mary: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:31
View Edit
Hi Sarah: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK ...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:30
View Edit
Hi John: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:30
View Edit
Hi Mary: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:30
View Edit
Hi Matt: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:29
View Edit
Hi Alyssa: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK...
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-01 20:29
View Edit
Hi Chelsea: I’m Raleigh Gallina, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTA...
Added contact: TARAN KAUR
Contact Management Completed
2025-10-01 20:23
View Edit
Added new contact: TARAN KAUR, Email: TARAN.K@SOUTHWESTLAB.COM
Added contact: SARAH ELKINS
Contact Management Completed
2025-10-01 20:22
View Edit
Added new contact: SARAH ELKINS, Email: SARAH.E@SOUTHWESTLAB.COM
Added contact: MATTHEW GARCIA
Contact Management Completed
2025-10-01 20:22
View Edit
Added new contact: MATTHEW GARCIA, Email: MATT.GARCIA@SOUTHWESTLAB.COM
Added contact: MARY TROTH
Contact Management Completed
2025-10-01 20:22
View Edit
Added new contact: MARY TROTH, Email: MToth@rsonm.com
Added contact: JOHN LAHOFF
Contact Management Completed
2025-10-01 20:22
View Edit
Added new contact: JOHN LAHOFF, Email: JOHN.L@SOUTHWESTLAB.COM
Added contact: CHELSEA LOCKHART
Contact Management Completed
2025-10-01 20:21
View Edit
Added new contact: CHELSEA LOCKHART, Email: chelsea.l@southwestlab.com
Added contact: ALYSSA QUINTANA
Contact Management Completed
2025-10-01 20:21
View Edit
Added new contact: ALYSSA QUINTANA, Email: alyssa.q@southwestlab.com
Scheduled follow up
Email Completed
2025-09-16 18:20
View Edit
They mentioned last quarter was not a good time to chat and recommended I follow up this quarter so reaching out. Hey James, I hope summer has treated you well! I wanted to circle back with you...
QBR Invite Sent - 'britni.l@southwestlab.com'
Email
2025-09-12 22:19
View Edit
Hi Britni, 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 - evan.b@southwestlab.com
Email
2025-09-12 15:19
View Edit
Hi Evan, 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...
QBR Invite Sent - mary.d@southwestlab.com
Email
2025-09-12 15:17
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...
QBR Invite Sent - JOHN.L@SOUTHWESTLAB.COM
Email
2025-09-12 15:09
View Edit
Hi John, 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...
No quotes for this customer.

No QBRs scheduled.