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
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 13, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅Customer is actively engaged with UTAK, as indicated by multiple recent email interactions and contact updates.
  • ✅Health score is perfect at 10/10, suggesting a strong relationship and satisfaction with UTAK services.
  • ✅Recent addition of contacts could indicate a restructuring or expansion within the customer’s team.
Risks
⚠️No recent financial transactions or quotes, pointing to a potential lack of ongoing business or purchases.
⚠️Industry is unknown, which may impact targeted marketing or product offerings.
Opportunities
📈Utilize the excellent health score to explore potential upsell or cross-sell opportunities.
📈Engage with newly added contacts to understand any new needs or projects they may be undertaking.
📈Schedule a meeting or call to discuss potential services or products that could be of interest, leveraging the perfect health score and recent engagement.
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...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.