CAROLINA LIQUID CHEMISTRIES

Customer ID: 46330

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 08, 2025

January 27, 2026


8

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 08, 2025 8 activities 0 quotes 0 QBRs
Insights
  • Customer is in excellent health with a score of 10/10.
  • The account is managed as a house account, indicating no dedicated account manager.
  • Recent activities primarily consist of email interactions.
Risks
⚠️There is no recorded customer value or financial activity from quotes and pipeline.
⚠️Absence of won or lost deals could indicate a lack of engagement or sales opportunities.
Opportunities
📈Potential to initiate sales discussions given the high health score and recent email activity.
📈Opportunity to assign a dedicated account manager to foster more personalized engagement.
📈Consider organizing a quarterly business review (QBR) to explore potential business needs and opportunities.
Contacts
Patti Shugart

COO

pattigaull@aol.com

Laura Orlow-Kojac

Quality System Manager

LOrlow@CarolinaChemistries.com

877-722-8910 ext 21340

Recent Activities
Log Activity
Reply to updated IFU and letter
Email Completed
2025-10-08 16:58
View Edit
Andrew, I think we are good to go. We will not send out a notification, recall or correction either. Our Service Director is copied, and she can inform her team in the event of any inquires and s...
Sending corrected IFU and technical letter
Email Completed
2025-10-08 16:44
View Edit
Hi Patti, Our team has completed the review of this and updated the IFU to have more clear language. We also issued a technical document explaining the change. We have determined there is no risk...
Added contact: Laura Orlow-Kojac
Contact Management Completed
2025-10-07 15:44
View Edit
Added new contact: Laura Orlow-Kojac, Title: Quality System Manager, Email: LOrlow@CarolinaChemistries.com, Phone: 877-722-8910 ext 21340
Supplier Complaint/Feedback # 25-039
Email Completed
2025-10-07 15:42
View Edit
Good morning Andrew, Thank you for your quick response. I have assigned Supplier Complaint/Feedback # 25-039 to address the correction request. We understand the DCR process takes a few days...
Questioning how to update customers, if UTAK will send it out or if they have to
Email Completed
2025-10-07 15:38
View Edit
Hi Patti, An official response to this is pending our teams review. Part of our process is a recall and mandatory device reporting evaluation. Based on past experience my best guess is this will ...
Customer found an error on our IFU
Email Completed Due Oct 09, 2025
2025-10-07 15:14
View Edit
Hi Patti, Thanks for raising this concern. I can confirm the storage conditions are between 2-8C. We have opened support ticket# 1010 to investigate and correct this. I’ll send you the updated I...
rescheduling meeting for first week of Feb
Email Due Jan 27, 2026
2025-09-09 20:41
View Edit
OMG I love ISO audits (Yes I realize this makes me weird) I used to lead our ISO audits and kinda miss that role some days. I’m sending out an invite for first week of February to get it on our ca...
Reschedule of meeting to discuss a new QC
Email Completed
2025-09-09 18:58
View Edit
Hi Patti, Thanks for the update! Totally understand things getting busy. The good news is that far out my schedule is wide open. What works for you? I’ll send out a calendar invite once you con...
No quotes for this customer.

No QBRs scheduled.