BALCONES PAIN

Customer ID: 2590

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 29, 2025

Not scheduled


16

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 29, 2025 16 activities 0 quotes 0 QBRs
Insights
  • The customer has a perfect health score of 10/10, indicating high satisfaction or engagement.
  • There is a high volume of recent communication, especially on the same day, suggesting active engagement or a recent onboarding process.
  • Multiple new contacts have been added, which may indicate expansion or organizational changes within the customer's team.
Risks
⚠️Despite high engagement, the total value remains at $0.00, suggesting no current revenue generation from this customer.
⚠️Repetitive emails on the same day could lead to communication fatigue or appear as spam to the customer.
Opportunities
📈The introduction of a new account manager presents an opportunity to strengthen the relationship and potentially upsell or cross-sell services.
📈Scheduling a Quarterly Business Review (QBR) can be leveraged to discuss potential business opportunities and address any unmet needs.
📈The addition of multiple new contacts provides an opportunity to expand the reach within the organization and understand various stakeholders' needs.
Contacts
Lab Tech

labtech@balconespain.com

AMBER SHULTZ

LAB@BALCONESPAIN.COM

CYNTHIA HARRIS

charris@balconespain.com

HALEY SHADE

hshade@balconespain.com

Heather Bettes

hbettes@balconespain.com

LUZELVA ESTRADA

LESTRADA@BALCONESPAIN.COM

TRAVIS HARMON

tharmon@balconespain.com

WILLIAM RUCKER

brucker@balconespain.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-29 15:12
View Edit
Hello Luzelva, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-29 15:11
View Edit
Hey Cynthia, 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...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-29 15:10
View Edit
Hello William, 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
2025-10-29 15:08
View Edit
Hello Heather, 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 yo...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-29 15:07
View Edit
Hello Amber, 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:002590)
Email Completed
2025-10-29 15:06
View Edit
Hi Travis, 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 Labs- Scheduling Our Quarterly Business Review (CID:002590)
Email Completed
2025-10-29 15:05
View Edit
Hi Haley, 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 Labs- Scheduling Our Quarterly Business Review (CID:002590)
Email Completed
2025-10-29 15:04
View Edit
Hi Team Balcones Pain, 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 ...
Added contact: WILLIAM RUCKER
Contact Management Completed
2025-10-29 15:00
View Edit
Added new contact: WILLIAM RUCKER, Email: brucker@balconespain.com
Added contact: TRAVIS HARMON
Contact Management Completed
2025-10-29 14:59
View Edit
Added new contact: TRAVIS HARMON, Email: tharmon@balconespain.com
Added contact: LUZELVA ESTRADA
Contact Management Completed
2025-10-29 14:58
View Edit
Added new contact: LUZELVA ESTRADA, Email: LESTRADA@BALCONESPAIN.COM
Added contact: Heather Bettes
Contact Management Completed
2025-10-29 14:58
View Edit
Added new contact: Heather Bettes, Email: hbettes@balconespain.com
Added contact: HALEY SHADE
Contact Management Completed
2025-10-29 14:58
View Edit
Added new contact: HALEY SHADE, Email: hshade@balconespain.com
Added contact: CYNTHIA HARRIS
Contact Management Completed
2025-10-29 14:57
View Edit
Added new contact: CYNTHIA HARRIS, Email: charris@balconespain.com
Added contact: AMBER SHULTZ
Contact Management Completed
2025-10-29 14:57
View Edit
Added new contact: AMBER SHULTZ, Email: LAB@BALCONESPAIN.COM
Added contact: Lab Tech
Contact Management Completed
2025-10-29 14:57
View Edit
Added new contact: Lab Tech, Email: labtech@balconespain.com
No quotes for this customer.

No QBRs scheduled.