SUMMIT COUNTY CORONER

Customer ID: 10727

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

November 13, 2025

Not scheduled


8

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 13, 2025 8 activities 0 quotes 0 QBRs
Insights
  • The customer has a perfect health score of 10/10, indicating high satisfaction or stability.
  • Recent activities have predominantly been emails and contact management, suggesting ongoing communication and relationship maintenance.
Risks
⚠️There is no customer value or financial transactions recorded, indicating no revenue generation from this account.
⚠️No quotes or pipeline activity have been initiated, which might suggest a lack of sales opportunities or interest.
Opportunities
📈Potential to explore new opportunities or services that could be introduced to generate value.
📈Strengthen the relationship through continued communication and possibly leveraging the high health score to identify needs or interests.
Contacts
MIKE VELTEN

rvelten@summitoh.net

STEVE PERCH

sperch@summitoh.net

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-11-13 20:13
View Edit
Hello Steve, I’m Andrew Hartmann, 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...
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-13 19:39
View Edit
Hey Mike, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are in...
Added contact: STEVE PERCH
Contact Management Completed
2025-11-13 19:00
View Edit
Added new contact: STEVE PERCH, Email: sperch@summitoh.net
Added contact: MIKE VELTEN
Contact Management Completed
2025-11-13 18:59
View Edit
Added new contact: MIKE VELTEN, Email: rvelten@summitoh.net
QBR Invite Sent - tpletcher@summitoh.net
Email
2025-09-11 15:11
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 - 'gguenther@summitoh.net'
Email
2025-09-11 15:03
View Edit
Hi Gary, 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 thro...
QBR Invite Sent - 'bsnider@summitoh.net'
Email
2025-09-11 14:59
View Edit
Hi Bobbi, 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 th...
QBR Invite Sent - sperch@summitoh.net
Email
2025-09-11 13:47
View Edit
Hello Steve, 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...
No quotes for this customer.

No QBRs scheduled.