APPALACHIAN LABS OF WEST VIRGINIA

Customer ID: 101270

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 30, 2025

Not scheduled

6

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 30, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The health score is perfect at 10/10, indicating a strong relationship and satisfaction level.
  • ✅Several new contacts were added recently, suggesting potential organizational changes or expansions.
  • ✅Multiple communications occurred on the same day, reflecting active engagement and interest in maintaining a strong partnership.
Risks
⚠️Total value remains at $0.00, indicating no recent sales or transactions have been completed.
⚠️The lack of recent quotes could suggest a pause in purchasing activity or potential indecision about future engagements.
⚠️Industry information is unknown, which may hinder targeted marketing or service customization.
Opportunities
📈The new account manager introduction could be leveraged to refresh and strengthen the business relationship.
📈Scheduling a Quarterly Business Review presents a chance to understand customer needs better and propose tailored solutions.
📈The addition of new contacts may open doors for networking, cross-selling, or introducing new products/services to a broader audience within the organization.
Contacts
Courtney Donahue

cdonahue@wvapplabs.com

HARRY PATEL

hgevariya@wbapplabs.com

Jeffrey Pack

jpack@wvapplabs.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-30 18:14
View Edit
Hello Jeffery, 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 U...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-30 18:13
View Edit
Hello Harry, 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 ...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101270)
Email Completed
2025-10-30 18:12
View Edit
Hi Courtney, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
Added contact: Jeffrey Pack
Contact Management Completed
2025-10-30 18:09
View Edit
Added new contact: Jeffrey Pack, Email: jpack@wvapplabs.com
Added contact: HARRY PATEL
Contact Management Completed
2025-10-30 18:09
View Edit
Added new contact: HARRY PATEL, Email: hgevariya@wbapplabs.com
Added contact: Courtney Donahue
Contact Management Completed
2025-10-30 18:08
View Edit
Added new contact: Courtney Donahue, Email: cdonahue@wvapplabs.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.