HAMILTON COUNTY CORONER

Customer ID: 17353

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 08, 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 08, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅The Health Score of 10/10 indicates a strong relationship with the customer.
  • ✅Multiple contacts were added on the last contact date, suggesting active engagement.
  • ✅A new account manager has been introduced, which could refresh the customer relationship.
Risks
⚠️The Total Value remains at $0.00, indicating no recent purchases or financial transactions.
⚠️The industry of the customer is unknown, which may hinder tailored communication and product offerings.
Opportunities
📈Scheduling a Quarterly Business Review suggests a chance to discuss potential opportunities for collaboration or sales.
📈Engaging with new contacts like Bob Topmiller and Nicole Wagner may lead to deeper insights into customer needs and preferences.
📈The introduction of a new account manager presents an opportunity to re-engage and identify new business prospects.
Contacts
Katie Gabbart

katie.gabbard@hamilton-co.org

(513) 946-8791

NICOLE WAGNER

nicole.wagner@hamilton-co.org

(513) 946-8716

BOB TOPMILLER

BOB.TOPMILLER@HAMILTON-CO.ORG

513-946-8787

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-08 17:58
View Edit
Hello Bob, 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 ...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-08 17:57
View Edit
Hello Katie, 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 UTA...
Added contact: BOB TOPMILLER
Contact Management Completed
2025-10-08 17:56
View Edit
Added new contact: BOB TOPMILLER, Email: BOB.TOPMILLER@HAMILTON-CO.ORG, Phone: 513-946-8787
UTAK Labs- Scheduling Our Quarterly Business Review (CID:017353)
Email Completed
2025-10-08 17:56
View Edit
Hi Nicole, 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: NICOLE WAGNER
Contact Management Completed
2025-10-08 17:55
View Edit
Added new contact: NICOLE WAGNER, Email: nicole.wagner@hamilton-co.org, Phone: (513) 946-8716
Added contact: Katie Gabbart
Contact Management Completed
2025-10-08 17:55
View Edit
Added new contact: Katie Gabbart, Email: katie.gabbard@hamilton-co.org, Phone: (513) 946-8791
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.