ATLANTIC COAST PAIN SPECIALIST

Customer ID: 101258

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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

4

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 4 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • ✅There has been recent activity on October 30, 2025, with multiple communications from UTAK Labs.
  • ✅Two new contacts, April Oxley and Raquel Angobaldo, were added, suggesting possible expansion or restructuring in customer management.
Risks
⚠️The total value is currently $0.00, which may indicate a lack of recent transactions or purchases.
⚠️No recent quotes have been issued, potentially signaling a gap in sales opportunities or demand.
Opportunities
📈The introduction of a new account manager could refresh and strengthen the customer relationship.
📈Scheduling a Quarterly Business Review presents a chance to identify customer needs and potentially convert engagement into sales.
📈The addition of two new contacts provides an opportunity to explore new business avenues or enhance service delivery.
Contacts
Raquel Angobaldo

rangobaldo@coremdpartners.com

April Oxley,

aoxley@painandwellness.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-30 16:17
View Edit
Hello April, 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...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101258)
Email Completed
2025-10-30 16:13
View Edit
Hi Raquel, 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: April Oxley,
Contact Management Completed
2025-10-30 16:11
View Edit
Added new contact: April Oxley,, Email: aoxley@painandwellness.com
Added contact: Raquel Angobaldo
Contact Management Completed
2025-10-30 16:10
View Edit
Added new contact: Raquel Angobaldo, Email: rangobaldo@coremdpartners.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.