CHAMBERS MEDICAL GROUP

Customer ID: 100995

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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 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
  • ✅CHAMBERS MEDICAL GROUP has a perfect health score, indicating strong engagement and satisfaction.
  • ✅Recent activities show active communication, with a new account manager introduction and a scheduled quarterly business review.
  • ✅New contacts added (Zach Chambers and Peter Simms) suggest potential organizational growth or restructuring.
Risks
⚠️Despite high engagement, the total value remains at $0.00, indicating no recent financial transactions or conversions.
⚠️The industry is unknown, which may hinder tailored service offerings and industry-specific insights.
Opportunities
📈The introduction of new contacts provides an opportunity to deepen relationships and understand customer needs better.
📈Scheduling a quarterly business review can be leveraged to identify opportunities for upselling or cross-selling.
📈With a new account manager, there is potential to refresh and strengthen the business relationship, potentially converting engagement into sales.
Contacts
PETER SIMMS

PSIMMS@ATOZPAIN.COM

ZACH CHAMBERS

ZACHCHAMBERS@YAHOO.COM

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager (CID: 100995)
Email Completed
2025-10-27 15:57
View Edit
Hello Zach, 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...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100995)
Email Completed
2025-10-27 15:55
View Edit
Hi Peter, 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: ZACH CHAMBERS
Contact Management Completed
2025-10-27 15:54
View Edit
Added new contact: ZACH CHAMBERS, Email: ZACHCHAMBERS@YAHOO.COM
Added contact: PETER SIMMS
Contact Management Completed
2025-10-27 15:54
View Edit
Added new contact: PETER SIMMS, Email: PSIMMS@ATOZPAIN.COM
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.