2nd atempt to book QBR
Email
Completed
Hi Chris,
I hope the start of pumpkin spice season is treating you well. I wanted to circle back to see if there might be a time next week we could connect? I use Calendly which allows you to boo...
Customer is checking schedule in preperation to book QBR
Email
Completed
Due Oct 23, 2025
Sound great Christin!
I am looking forward to connecting. Once you book, you will get an email reminder the day before so worst case if something pops up there is a link to reschedule.
Regards,...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100042)
Email
Completed
Hi Erika,
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.
...
Updated contact: Erica Ross
Contact Management
Completed
Updated contact 'Erica Ross'. Changes: Name: 'christian@heagpmc.com' → 'Erica Ross'; Title: 'None' → 'None'
Hello from UTAK: I’m Your New Account Manager
Email
Completed
Christian,
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
Hello Christin,
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...
Hello from UTAK: I’m Your New Account Manager
Email
Completed
Hello Joshua,
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 UT...
Added contact: JOSHUA KASTER
Contact Management
Completed
Added new contact: JOSHUA KASTER, Email: jkaster@heagpmc.com, Phone: 336-646-2289
Added contact: christian@heagpmc.com
Contact Management
Completed
Added new contact: christian@heagpmc.com, Email: eross@heagpmc.com, Phone: (330) 309-4704
Added contact: Christian
Contact Management
Completed
Added new contact: Christian, Email: christian@heagpmc.com
Added contact: CHRISTIN AIDOO
Contact Management
Completed
Added new contact: CHRISTIN AIDOO, Email: caidoo@heagpmc.com