PINNACLE TESTING & SPECIALTY LABS

Customer ID: 101440

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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 11, 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 11, 2025 2 activities 0 quotes 0 QBRs
Insights
  • ✅The customer has a high health score of 9/10, indicating strong engagement or satisfaction.
  • ✅There have been recent email interactions, suggesting some level of ongoing communication.
Risks
⚠️No quotes have been generated, which could indicate a lack of sales opportunities or engagement in purchasing.
⚠️A win rate of 0% and no open pipeline suggest potential stagnation in business development efforts.
⚠️The absence of QBRs (Quarterly Business Reviews) may lead to missed opportunities for strategic discussions and relationship strengthening.
Opportunities
📈Leverage the high health score to initiate conversations about potential needs and solutions.
📈Schedule a QBR to deepen the relationship and explore business opportunities.
📈Develop a strategy to convert recent communications into actionable sales activities.
Contacts
JOSEPH HAUN

Lab Director

jhaun@pinnacletestinglabs.com

330-542-8567

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-11 15:34
View Edit
Hi Joseph, 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...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101440)
Email Completed
2025-09-15 15:10
View Edit
Hi Joseph, 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. ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.