UNIVERSITY OF CALIFORNIA LOS ANGELES OLYMPIC LABS

Customer ID: 53750

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$594.00

September 2025

Activity Summary

November 19, 2025

Not scheduled

6

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 19, 2025 6 activities 1 quotes 0 QBRs Value $594
Insights
  • ✅The customer maintains a perfect health score, indicating high satisfaction and engagement.
  • ✅The recent activities show a strong and active communication channel with multiple contacts added and consistent email updates.
  • ✅The recent accepted quote suggests a stable financial interaction, albeit with a relatively low total value of $594.
Risks
⚠️The low total value of transactions may indicate limited business scope or potential for growth with this customer.
⚠️The industry is unspecified, which may limit tailored engagement strategies and understanding of their specific needs.
Opportunities
📈The recent addition of new contacts presents an opportunity to deepen relationships and enhance customer engagement.
📈High engagement through emails and feedback requests can be leveraged to gather insights and tailor services to better meet the customer's needs.
📈Exploring additional services or products that align with their operations could increase transaction value and foster business growth.
Contacts
SAMANTHA CARLETTA

SCarletta@mednet.ucla.edu

YUN-JUNG CHOI RM 102A

YunJungChoi@mednet.ucla.edu

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-19 21:49
View Edit
Hi Yun-Jung, 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...
Added contact: YUN-JUNG CHOI RM 102A
Contact Management Completed
2025-11-19 21:47
View Edit
Added new contact: YUN-JUNG CHOI RM 102A, Email: YunJungChoi@mednet.ucla.edu
Your feedback helps shape what’s next at UTAK
Email
2025-11-19 21:47
View Edit
Hey Samatha, 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...
Added contact: SAMANTHA CARLETTA
Contact Management Completed
2025-11-19 21:46
View Edit
Added new contact: SAMANTHA CARLETTA, Email: SCarletta@mednet.ucla.edu
QBR Invite Sent - jbetonio@ucla.edu
Email
2025-09-09 15:04
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...
UTAK Updates That Could Help Simplify Things (CID: 053750) -aechavez@mednet.ucla.edu
Email
2025-09-09 15:00
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 through...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5653 $594.00 Accepted — 2025-08-21 2025-12-31 —
QBRs
Schedule QBR

No QBRs scheduled.