CLIAWAIVED INC.

Customer ID: 101182

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 24, 2025

Not scheduled

6

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 24, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Recent activities show a high level of engagement with multiple emails and contact updates on the same day.
  • ✅New account manager, suggesting recent changes in account management.
Risks
⚠️Total value is currently $0.00, implying no recent sales or transactions.
⚠️Industry is unknown, which may limit targeted strategies or understanding of specific needs.
Opportunities
📈High engagement on the last contact date presents an opportunity to initiate sales or service discussions.
📈Scheduling a Quarterly Business Review could be a platform to discuss potential business needs and offer solutions.
📈New contacts added may provide fresh networking opportunities and insights into customer needs.
Contacts
DENVER TATOY

Denver@cliawaived.com

KATHY SCRIBNER

kscribner@cliawaived.com

Timothy Midura

Midura@cliawaived.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-24 14:05
View Edit
Hey Timothy, 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 Updates That Could Help Simplify Things
Email Completed
2025-10-24 14:04
View Edit
Hello Kathy, 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:101182)
Email Completed
2025-10-24 14:03
View Edit
Hi Denver, 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: Timothy Midura
Contact Management Completed
2025-10-24 13:52
View Edit
Added new contact: Timothy Midura, Email: Midura@cliawaived.com
Added contact: KATHY SCRIBNER
Contact Management Completed
2025-10-24 13:50
View Edit
Added new contact: KATHY SCRIBNER, Email: kscribner@cliawaived.com
Added contact: DENVER TATOY
Contact Management Completed
2025-10-24 13:50
View Edit
Added new contact: DENVER TATOY, Email: Denver@cliawaived.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.