WOODMAN PRIMARY CARE

Customer ID: 100771

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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 05, 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 Nov 05, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅Customer is classified as a 'House Account' with no designated account manager.
  • ✅Health score is very high at 10/10, indicating satisfaction or stability.
  • ✅No financial activity or quotes have been generated for this customer.
Risks
⚠️Lack of engagement in terms of quotes or financial transactions suggests potential underutilization or disconnect.
⚠️Absence of a dedicated account manager might lead to missed opportunities in customer relationship building.
Opportunities
📈High health score indicates a positive perception; leverage this to explore new business opportunities.
📈Initiate proactive engagement to understand customer needs and introduce relevant products or services.
📈Assign an account manager to personalize interaction and potentially convert interest into financial value.
Contacts
TRIET TRUONG

triet60@hotmail.com

TERESA WISE

TEAGLE@WOODMANPRIMARYCARE.COM

Recent Activities
Log Activity
Your feedback helps shape what’s next at UTAK
Email Completed
2025-11-05 15:56
View Edit
Hi Teresa, 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:100771)
Email Completed
2025-11-05 15:55
View Edit
Hi Triet, 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. ...
Added contact: TERESA WISE
Contact Management Completed
2025-11-05 15:54
View Edit
Added new contact: TERESA WISE, Email: TEAGLE@WOODMANPRIMARYCARE.COM
Added contact: TRIET TRUONG
Contact Management Completed
2025-11-05 15:54
View Edit
Added new contact: TRIET TRUONG, Email: triet60@hotmail.com
Attempted to get contact info
Call Completed Relationship Building
2025-09-08 14:37
View Edit
The website linked to the emails in epicor is down so I called. Reception confirmed they are in business and operate under a few different names at the same office. She was unsure if they still did ...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.