KAISER FOUNDATION OF CHINO HILLS

Customer ID: 100832

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 09, 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 09, 2025 5 activities 0 quotes 1 QBRs
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅There is frequent email interaction, suggesting ongoing communication with the account.
  • ✅A Quarterly Business Review (QBR) has been conducted, indicating regular check-ins.
Risks
⚠️The customer has generated no quotes, open pipeline, or won opportunities, indicating no current business transactions.
⚠️Customer value is currently at 0.0, suggesting no monetary engagement or transactions.
Opportunities
📈There is potential to initiate quoting processes or explore business opportunities given the strong health score and frequent communication.
📈The regular email interactions and QBR show a platform for developing deeper engagement and potentially converting to business transactions.
Contacts
Wayne Y Kwok

Lab Manager

Wayne.Y.Kwok@kp.org

909.902.2817

Recent Activities
Log Activity
QBR action items completed
Email Completed
2025-10-09 18:39
View Edit
Hi Wayne, Thank you so much for your time and all the great insights you shared. I really appreciate the opportunity to connect and learn more about your lab. I would love an opportunity to quote...
Meeting schedule discussion
Email Completed
2025-10-09 13:27
View Edit
Hi Wayne, Thanks for your reply! I do remember previously connecting and am looking forward to our chat today. I am excited to be supporting the Kaiser team. Thanks for the heads up on the back-t...
QBR meeting booked via calendly
Email Completed
2025-10-09 13:25
View Edit
The customer booked a call via calendly
UTAK Labs- Can we connect?
Email Completed
2025-10-06 15:59
View Edit
Hey Wayne, I hope the start of pumpkin spice season is treating you well. I am going to be the account manager for a few of the Kaiser locations and wanted to reach out to see if we could connect ...
Added contact: Wayne Y Kwok
Contact Management Completed
2025-10-06 15:55
View Edit
Added new contact: Wayne Y Kwok, Title: Lab Manager, Email: Wayne.Y.Kwok@kp.org, Phone: 909.902.2817
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-10-09 Completed 2025-10-09 8 Edit