UBYLEE HEALTHCARE GROUP

Customer ID: 101471

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

November 18, 2025

Not scheduled

4

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 18, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅UBYLEE HEALTHCARE GROUP has a perfect health score, indicating strong engagement or satisfaction.
  • ✅Recent activities show active communication, including a new account manager introduction.
  • ✅No recent quotes suggest no immediate financial transactions or proposals in progress.
Risks
⚠️Total value is $0.00, which could imply a lack of revenue-generating activities or transactions.
⚠️The industry is unknown, making it difficult to tailor specific services or products.
⚠️Limited activity history could indicate a lack of historical engagement data.
Opportunities
📈Engage with the new account manager, Baptiste Marino, to explore partnership potential.
📈Use the feedback solicitation email as a chance to understand and address customer needs better.
📈Encourage quoting processes to convert current engagement into revenue opportunities.
Contacts
Brooke Rogers

brogers@ubylee.com

BAPTISTE MARINO

BMARINO@UBYLEE.COM

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-18 17:15
View Edit
Hi Baptiste, 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: BAPTISTE MARINO
Contact Management Completed
2025-11-18 17:14
View Edit
Added new contact: BAPTISTE MARINO, Email: BMARINO@UBYLEE.COM
Your feedback helps shape what’s next at UTAK
Email
2025-11-18 17:14
View Edit
Hi Brooke, 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 Updates That Could Help Simplify Things
Email Completed
2025-09-09 14:46
View Edit
Hello Brooke, 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 you...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.