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Email Completed
QBR follow up
Sep 29, 2025 09:12 PM
Hi Team Kaiser, I dropped the ball on this and did not forward the meeting invite to everyone. Sarah got stuck alone with me LOL. My apologies for this! The good news is I have an AI meeting assistant so I’ll drop a recap below so you can follow along. If there is anything I can do to be of support, please let me know. Thank You, https://fathom.video/share/2zwJTxRUMpCoYQX4jJp1YXK-8cqAic6A Meeting with kp.org Sarah Shugarts September 29, 2025 • 24 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items MEETING SUMMARY ✨ Chronological Template Upgrade to Premium to revert to advanced summary templates Introductions and small talk @ 0:00 Sarah and Andrew discuss the weather and climate changes in their respective regions. They also briefly discuss the meeting participants and whether anyone else will be joining. UTAK product updates @ 1:55 Andrew shares updates on UTAK's manufacturing process changes for stock products, including making smaller lots more frequently to address customer feedback about shorter expiration dates. He also offers to explore custom product options for Sarah's lab to help minimize lot-to-lot variability. Transition to account management @ 4:00 Andrew informs Sarah that UTAK is transitioning to an account management model for top clients, and he will now be the dedicated point of contact for Sarah's lab. Sarah expresses that this change is very positive and will help improve responsiveness. Discussion of phosphatidyl ethanol testing @ 7:25 Sarah shares that her lab is planning to bring phosphatidyl ethanol testing in-house next year, and Andrew is excited to discuss this further as he has been researching the topic. They explore the various use cases for this test, including in addiction services, pain management, and pre-transplant screening. Feedback and survey @ 12:13 Andrew conducts a survey with Sarah, asking her to rate UTAK on a scale of 1-10, identify the most valuable aspects of their relationship, and provide feedback on areas for improvement. Sarah provides positive feedback, rating UTAK around 7.5 and highlighting reliability and responsiveness as key strengths. Closing and next steps @ 22:43 Andrew and Sarah wrap up the meeting, with Andrew committing to reconnect in the new year to continue their discussion. They also briefly discuss the meeting invite and any outstanding action items. View Meeting → © Fathom 2025. All Rights Reserved. Unsubscribe
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  • Completed Sep 29, 2025 09:13 PM
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  • Created Sep 29, 2025 09:12 PM
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