WE MEDICAL LABORATORIES

Customer ID: 101144

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

November 05, 2025

Not scheduled

5

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Nov 05, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a high health score of 9/10, indicating strong engagement or satisfaction.
  • ✅Recent activity includes adding a new contact and engaging with the lab director, suggesting active relationship management.
  • ✅Multiple invitations for a Quarterly Business Review (QBR) were sent, indicating an intention to maintain regular strategic communication.
Risks
⚠️Total value remains at $0.00, which could imply no recent purchases or financial transactions.
⚠️Last contact is noted from a future date (2025-11-05), which may indicate a data entry error or system issue.
Opportunities
📈The addition of a new contact, Eduardo Aguila, could be leveraged for expanding engagement or exploring new business avenues.
📈Recent communication about UTAK updates suggests potential interest in product features or offerings that simplify processes.
📈Regular QBR invites could be utilized to deepen the partnership and explore business opportunities or upsells.
Contacts
EDUARDO AGUILA

LALO@WEMEDICALLABS.COM

Recent Activities
Log Activity
Added contact: EDUARDO AGUILA
Contact Management Completed
2025-11-05 22:15
View Edit
Added new contact: EDUARDO AGUILA, Email: LALO@WEMEDICALLABS.COM
Recent contact made with lab director
Email
2025-11-05 22:15
View Edit
The lab director is also the same as a few other accounts. I was in touch with him last wek and they reported all was good with UTAK. No current needs but they may be opening a new lab next year.
QBR Invite Sent
Email
2025-09-08 21:10
View Edit
customersupport@wemedicallabs.com
QBR Invite Sent
Email
2025-09-08 14:10
View Edit
lalo@wemedicallabs.com
UTAK Updates That Could Help Simplify Things (CID:101144) - 'VICKY.CHAVIRA@WEMEDICALLABS.COM'
Email
2025-09-08 14:00
View Edit
Hi Vicky, 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...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.