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
  • ✅Customer has a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • ✅Recent contact management activity suggests the addition of new key contacts, which can enhance communication and relationship-building.
  • ✅Multiple emails on the same day suggest high engagement and proactive communication from the account manager.
Risks
⚠️The total value of $1,973.00 is relatively low, which might indicate limited purchasing or budget constraints.
⚠️No indication of industry specifics, which could affect tailored service offerings and understanding of customer needs.
Opportunities
📈Scheduling a quarterly business review presents a chance to further understand customer needs and propose tailored solutions.
📈New account manager introduction offers an opportunity to strengthen customer relationship and explore upsell or cross-sell possibilities.
📈The acceptance of a recent quote indicates readiness for further engagement or potential future purchases.
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.