CAROLINA BEHAVIORAL CARE

Customer ID: 101381

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 27, 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 27, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅Carolina Behavioral Care has a perfect health score, indicating high satisfaction and engagement.
  • ✅Multiple contacts were added recently, suggesting expansion or restructuring in their team.
  • ✅Recent communications include introductions and scheduling a business review, showing proactive account management.
Risks
⚠️Despite a high health score, the total value is $0.00, indicating no recent transactions or purchases.
⚠️Absence of recent quotes could suggest a lack of interest in current offerings or budget constraints.
Opportunities
📈The introduction of a new account manager provides a chance to strengthen relationships and understand client needs better.
📈Scheduling a quarterly business review can be used to explore potential areas for collaboration and introduce new solutions.
📈Engaging new contacts may uncover additional needs or projects within Carolina Behavioral Care.
Contacts
KIM WISE

kwise@carolinabehavioralcare.com

KHADEDRA TAYLOR

ktaylor@carolinabehavioralcare.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-27 19:40
View Edit
Hi Khadedra, 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:101381)
Email Completed
2025-10-27 19:39
View Edit
Hi Kim, 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. We...
Added contact: KHADEDRA TAYLOR
Contact Management Completed
2025-10-27 19:38
View Edit
Added new contact: KHADEDRA TAYLOR, Email: ktaylor@carolinabehavioralcare.com
Added contact: KIM WISE
Contact Management Completed
2025-10-27 19:38
View Edit
Added new contact: KIM WISE, Email: kwise@carolinabehavioralcare.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.