CONSULTANTS IN PAIN MEDICINE

Customer ID: 100246

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

November 11, 2025

Not scheduled


12

Activities

0

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 11, 2025 12 activities 0 quotes 1 QBRs
Insights
  • The customer has a perfect health score, indicating strong satisfaction and engagement.
  • Recent activities show regular communication, particularly around order placements and account management.
  • A new account manager has been introduced, suggesting a focus on strengthening the relationship.
Risks
⚠️The total value is $0.00, which may indicate a lack of recent purchases or financial engagement.
⚠️No recent quotes have been issued, which could imply a potential gap in converting communications into sales.
Opportunities
📈Recent interest in products like "gallon urine" suggests potential for upselling or cross-selling related products.
📈The completion of QBR action items and scheduling of business reviews indicate a proactive customer willing to engage in strategic discussions.
📈Regular updates and management of contacts show an opportunity to deepen relationships and expand touchpoints within the organization.
Contacts
RENEE GONZALEZ

rgonzalez@txpainpartners.com

Dylan Escalante

descalante@txpainpartners.com

Patricia Hernandez

phernandex@cipm.com

Zoe Mercado

zmercado@txpainpartners.com

Recent Activities
Log Activity
Placing the order for gallon urine
Email
2025-11-11 21:36
View Edit
Hi Zoe, I got your email through barracuda to place the order for this. Adding in our team @Support@UTAK to process this order. Orders Team- please place this order and reply with confirmation ...
QBR action items completed
Email Completed
2025-11-10 20:37
View Edit
Hi Zoe, Thanks so much for your time today. It was great connecting and learning a bit more about your needs. Attached is some information if you go with the frozen form on how to aliquot and ref...
Changed calendly booking
Email Completed
2025-11-10 15:23
View Edit
Hi Zoe, Just wanted to acknowledge I received your updated meeting invite for later today and the request to call you instead of the teams meeting. I am looking forward to connecting with you. ...
Booked a call to talk about urine shelf life via calendly
Email Completed
2025-11-05 14:55
View Edit
Customer booked a call via calendly
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-21 14:51
View Edit
Hello Zoe, 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 14:50
View Edit
Hello Patricia, 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 y...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100246)
Email Completed
2025-10-21 14:48
View Edit
Hi Dylan, 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. ...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100246)
Email Completed
2025-10-21 14:47
View Edit
Hi Renee, 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: Zoe Mercado
Contact Management Completed
2025-10-21 14:46
View Edit
Added new contact: Zoe Mercado, Email: zmercado@txpainpartners.com
Added contact: Patricia Hernandez
Contact Management Completed
2025-10-21 14:45
View Edit
Added new contact: Patricia Hernandez, Email: phernandex@cipm.com
Added contact: Dylan Escalante
Contact Management Completed
2025-10-21 14:45
View Edit
Added new contact: Dylan Escalante, Email: descalante@txpainpartners.com
Added contact: RENEE GONZALEZ
Contact Management Completed
2025-10-21 14:45
View Edit
Added new contact: RENEE GONZALEZ, Email: rgonzalez@txpainpartners.com
No quotes for this customer.
Quarter Scheduled Status Completed Customer Sat
Q4 2025 AH 2025-11-11 Completed 2025-11-10 10 Edit