PEAK HEALTH AND WELLNESS

Customer ID: 100459

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$0.00

September 2025

Activity Summary

November 10, 2025

Not scheduled

2

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Nov 10, 2025 2 activities 0 quotes 0 QBRs
Insights
  • ✅PEAK HEALTH AND WELLNESS has an excellent health score of 9/10, indicating strong engagement or satisfaction.
  • ✅The last contact was made recently on November 10, 2025, which shows ongoing communication.
  • ✅Recent communications focus on gathering feedback and encouraging reorders, suggesting active efforts to maintain the relationship.
Risks
⚠️The total value for this customer is currently $0.00, indicating no recent purchases or closed deals.
⚠️Lack of recent quotes suggests potential stagnation in sales progression or interest.
Opportunities
📈High health score and recent engagement suggest potential to convert communication into sales with targeted offers.
📈Utilize feedback gathered to tailor products or services that meet PEAK HEALTH AND WELLNESS's needs, increasing the likelihood of future purchases.
📈Consider personalized follow-ups or incentives to encourage a transition from engagement to transaction.
Contacts
Nicole Miller

nicole_u_miller@yahoo.com

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-10 17:13
View Edit
Hi Nicole, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are i...
Prompting reorder based on timeline provided from previous follow ups
Email Completed
2025-09-15 18:48
View Edit
Hey Nicole, I hope the last little bit of summer has treated you well! I wanted to circle back as you had mentioned you may need to reorder around now. Just wanted to see if you needed a formal w...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.