DESERT PAIN SPECIALIST

Customer ID: 100472

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 17, 2025

Not scheduled

5

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 17, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating satisfaction and stability.
  • ✅The account is categorized as a "House Account" with no specific account manager assigned.
  • ✅Recent activities show consistent communication through emails and contact management.
Risks
⚠️There are no quotes or pipeline activities, suggesting a lack of sales engagement or opportunities.
⚠️The win rate is 0.0%, indicating no successful sales conversions or deals won.
Opportunities
📈Leverage the high health score to explore new business opportunities or up-sell potential.
📈Assign a dedicated account manager to focus on developing this account and generating pipeline activities.
📈Utilize the recent activity history to deepen relationships and identify potential needs or projects.
Contacts
Michael Belnap

michael.belnap@desertpainspecialists.com

Chase Morrison

chase.morrison@desertpainspecialists.com

Recent Activities
Log Activity
No longer using UTAK and why
Email Completed Lost Opportunity
2025-10-17 17:18
View Edit
Hi Michael, Thank you for the update and response! Can you share whom you are working with? Is it Lighthouse, or someone different? We appreciate the transparency! As part of our process our ...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-17 15:30
View Edit
Hey Chase, 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:100472)
Email Completed
2025-10-17 15:29
View Edit
Hi Michael, 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: Chase Morrison
Contact Management Completed
2025-10-17 15:28
View Edit
Added new contact: Chase Morrison, Email: chase.morrison@desertpainspecialists.com
Added contact: Michael Belnap
Contact Management Completed
2025-10-17 15:27
View Edit
Added new contact: Michael Belnap, Email: michael.belnap@desertpainspecialists.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.