CONNECTICUT ADDICTION MEDICINE, LCC

Customer ID: 100913

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 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
  • ✅The customer's health score is perfect (10/10), indicating strong engagement and satisfaction.
  • ✅Multiple contacts were added recently, suggesting an organizational restructuring or expansion.
  • ✅Recent communications are focused on relationship-building and service updates.
Risks
⚠️The total value remains $0.00, indicating no current financial transactions or commitments.
⚠️Lack of recent quotes suggests potential disinterest in purchasing or engaging in new transactions.
Opportunities
📈Proactive engagement by the new account manager could lead to potential upselling or cross-selling.
📈Scheduling the Quarterly Business Review provides an opportunity to showcase value and explore customer needs.
📈Newly added contacts may represent decision-makers or influencers, providing new avenues for engagement.
Contacts
Office Manager

officemanager@ctaddictionmedicine.com

DOT BURTS

dotburts@gmail.com

ADAM PIETRASZ

lab2@ctaddictionmedicine.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-21 15:38
View Edit
Hello Adam, 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:100913)
Email Completed
2025-10-21 15:36
View Edit
Hi Team CT Addiction Medicine, 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 loo...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-21 15:35
View Edit
Hello Dot, 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 th...
Added contact: ADAM PIETRASZ
Contact Management Completed
2025-10-21 15:17
View Edit
Added new contact: ADAM PIETRASZ, Email: lab2@ctaddictionmedicine.com
Added contact: DOT BURTS
Contact Management Completed
2025-10-21 15:17
View Edit
Added new contact: DOT BURTS, Email: dotburts@gmail.com
Added contact: Office Manager
Contact Management Completed
2025-10-21 15:16
View Edit
Added new contact: Office Manager, Email: officemanager@ctaddictionmedicine.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.