BROWN UNIVERSITY

Customer ID: 101319

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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 28, 2025

Not scheduled

7

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 28, 2025 7 activities 0 quotes 0 QBRs
Insights
  • ✅Health score is perfect at 10/10, indicating a strong current relationship.
  • ✅Multiple contact management updates suggest active engagement efforts.
  • ✅Recent emails focus on introducing new account management and updates.
Risks
⚠️Total value remains at $0, indicating no recent transactions or sales.
⚠️Lori expressed disinterest in connecting, which could signal potential disengagement.
Opportunities
📈Scheduling a Quarterly Business Review could open discussions for future transactions.
📈Introduction of a new account manager may refresh and strengthen the relationship.
📈Updates on UTAK offerings might align with Brown University's needs, facilitating future sales.
Contacts
JUDY ANE CRAIG

JCraig4@brownhealth.org

Lori Bassett

lori_bassett@brown.edu

Carolyn Sherman

Carolyn_Sherman@Brown.edu

Recent Activities
Log Activity
Lori is not interestead in connecting
Email
2025-10-28 19:54
View Edit
Thanks for the reply Lori! Have a Great Day, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1.661.294...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-28 19:17
View Edit
Hello Carolyn, 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
2025-10-28 19:09
View Edit
Hello Lori, 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 t...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101319)
Email Completed
2025-10-28 19:08
View Edit
Hi Judy, 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. W...
Added contact: Carolyn Sherman
Contact Management Completed
2025-10-28 18:56
View Edit
Added new contact: Carolyn Sherman, Email: Carolyn_Sherman@Brown.edu
Added contact: Lori Bassett
Contact Management Completed
2025-10-28 18:55
View Edit
Added new contact: Lori Bassett, Email: lori_bassett@brown.edu
Added contact: JUDY ANE CRAIG
Contact Management Completed
2025-10-28 18:55
View Edit
Added new contact: JUDY ANE CRAIG, Email: JCraig4@brownhealth.org
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.