BACH DIAGNOSTICS

Customer ID: 100417

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

October 30, 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 Oct 30, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅BACH DIAGNOSTICS has a perfect health score of 10/10, indicating strong engagement or satisfaction.
  • ✅There have been multiple recent email interactions, suggesting ongoing communication efforts.
Risks
⚠️The customer value is currently at 0.0, indicating no financial transactions or purchases have been made.
⚠️There are no open or closed quotes, which implies a lack of active sales efforts or interest from the customer.
⚠️No quarterly business reviews (QBRs) have been conducted, which could affect relationship development.
Opportunities
📈The strong health score presents an opportunity to initiate sales discussions or proposals to convert engagement into sales.
📈Leveraging the recent email interactions to explore potential needs or interest areas could lead to revenue generation.
📈Initiating a QBR could provide valuable insights and foster a deeper relationship with BACH DIAGNOSTICS.
Contacts
BLANCA ORTEGA

bortega@westoxlabs.com

BRIAN MORRIS

bmorris@bachdx.com

DYLAN BACH MD

DYLANBACH@GMAIL.COM

LOC CAO

loccao@bachdx.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-30 14:20
View Edit
Hello Loc, 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 UTAK ...
FW: UTAK Labs- Scheduling Our Quarterly Business Review (CID:100417)
Email Completed
2025-10-30 14:18
View Edit
Hey Dylan, 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. ...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-30 14:18
View Edit
Hey Brian, 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...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100417)
Email Completed
2025-10-30 14:16
View Edit
Hi Blanca, 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: LOC CAO
Contact Management Completed
2025-10-30 14:15
View Edit
Added new contact: LOC CAO, Email: loccao@bachdx.com
Added contact: DYLAN BACH MD
Contact Management Completed
2025-10-30 14:14
View Edit
Added new contact: DYLAN BACH MD, Email: DYLANBACH@GMAIL.COM
Added contact: BRIAN MORRIS
Contact Management Completed
2025-10-30 14:14
View Edit
Added new contact: BRIAN MORRIS, Email: bmorris@bachdx.com
Added contact: BLANCA ORTEGA
Contact Management Completed
2025-10-30 14:13
View Edit
Added new contact: BLANCA ORTEGA, Email: bortega@westoxlabs.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.