COOK CHILDREN'S MEDICAL CENTER

Customer ID: 10450

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$1973.00

September 2025

Activity Summary

October 21, 2025

Not scheduled

6

Activities

1

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 1 quotes 0 QBRs Value $1973
Insights
  • ✅COOK CHILDREN'S MEDICAL CENTER has a perfect health score of 10/10.
  • ✅The customer value stands at $1,973.00, with a total of 1 quote which was accepted.
  • ✅The win rate for this customer is 100%, reflecting strong engagement and successful outcome.
Risks
⚠️There is no open pipeline, which may indicate a lack of upcoming business opportunities.
⚠️The account is unassigned, which could lead to gaps in personalized account management and future engagement.
Opportunities
📈The high win rate and recent quote acceptance suggest potential for further business if engagement is maintained.
📈Regular email and contact management activities indicate good communication frequency, which can be leveraged for deeper relationship building.
Contacts
Cece Trevino

Cece.Trevino@cookchildrens.org

ALISHA SMITH

alisha.smith@cookchildrens.org

Folagbayi Arowolo

Folagbayi.Arowolo@cookchildrens.org

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-21 14:39
View Edit
Hello Folagbayi 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 Updates That Could Help Simplify Things
Email Completed
2025-10-21 14:38
View Edit
Hello Alisha, 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:010450)
Email Completed
2025-10-21 14:36
View Edit
Hi Cece, 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. W...
Added contact: Folagbayi Arowolo
Contact Management Completed
2025-10-21 14:34
View Edit
Added new contact: Folagbayi Arowolo, Email: Folagbayi.Arowolo@cookchildrens.org
Added contact: ALISHA SMITH
Contact Management Completed
2025-10-21 14:33
View Edit
Added new contact: ALISHA SMITH, Email: alisha.smith@cookchildrens.org
Added contact: Cece Trevino
Contact Management Completed
2025-10-21 14:32
View Edit
Added new contact: Cece Trevino, Email: Cece.Trevino@cookchildrens.org
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5632 $1973.00 Accepted — 2025-08-15 2025-11-13 —
QBRs
Schedule QBR

No QBRs scheduled.