COMPASS LABORATORY SERVICES

Customer ID: 10040

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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 21, 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 21, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅COMPASS LABORATORY SERVICES has a perfect health score, indicating strong engagement or satisfaction.
  • ✅Multiple recent contacts were added, suggesting expansion or restructuring in their contact management.
  • ✅The company recently received several emails from UTAK, including an introduction to a new account manager and updates, indicating active communication.
Risks
⚠️The total value remains at $0.00, which could imply no recent purchases or transactions.
⚠️Despite high engagement, the absence of recent quotes might indicate a lack of immediate sales opportunities or interest in new services/products.
Opportunities
📈The introduction of a new account manager presents an opportunity to strengthen the relationship and explore potential needs.
📈The upcoming Quarterly Business Review is a chance to discuss future collaborations or upsell.
📈Newly added contacts may offer fresh perspectives and opportunities for engagement or sales discussions.
Contacts
Remond Young

ryoung@COMPASSLABSERVICES.COM

JOHN SIDWELL

jsidwell@compasslabservices.com

LISA BRIDGES

lbridges@compasslabservices.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-10-21 17:28
View Edit
Hello Lisa, 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 Updates That Could Help Simplify Things
Email Completed
2025-10-21 17:27
View Edit
Hello John, 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:010040)
Email Completed
2025-10-21 17:26
View Edit
Hi Remod, 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: LISA BRIDGES
Contact Management Completed
2025-10-21 17:18
View Edit
Added new contact: LISA BRIDGES, Email: lbridges@compasslabservices.com
Added contact: JOHN SIDWELL
Contact Management Completed
2025-10-21 17:17
View Edit
Added new contact: JOHN SIDWELL, Email: jsidwell@compasslabservices.com
Added contact: Remond Young
Contact Management Completed
2025-10-21 17:17
View Edit
Added new contact: Remond Young, Email: ryoung@COMPASSLABSERVICES.COM
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.