Activity

Call Completed
QBR with Andrea Moore
Sep 08, 2025 03:28 PM
ACTION ITEMS ✨ Adjust PO 2103 - change ship date from 9/29 to Nov, add notes for Nov 1+ production & ship before Dec Nicole Miller Inform leads that Andrew Hartmann is new dedicated UTAK account rep moore2aj Schedule mtgs w/ Fred & other UW contacts for account review/questions Andrew Hartmann MEETING SUMMARY ✨ General Template Customize • Change Template Meeting Purpose Discuss shipping timeline for amphetamine QC and conduct a customer satisfaction survey. Key Takeaways • UTAK to manufacture and ship amphetamine QC in November, ensuring delivery before December 1st • UW highly satisfied (9/10) with UTAK, primarily valuing custom QC to avoid manual aliquoting • Andrew Hartmann assigned as dedicated account rep for UW, streamlining future communications • UW suggests adding "needed by" date field to order forms for improved scheduling Topics Amphetamine QC Shipping Timeline • UW needs QC before December 1st for 20-point overlap with current QC • UTAK to manufacture in November, ship mid-November • 18-month expiration from manufacture date • Nicole to adjust order notes (current incorrect "ship by 9.29" date) • UTAK's production time improved: 2 weeks avg. vs. previous 2 months UTAK Customer Satisfaction Survey • Overall satisfaction: 9/10 • Most valuable aspect: Custom QC (saves time/labor) • No immediate areas for improvement identified • UW tracks QC performance via levy-jennings charts, monthly checks UW Lab Operations & Future Projects • No new testing equipment/methods planned for next quarter • Automation line changes in progress • Uses Biorad Unity for QC monitoring in automation (UTAK lacks similar system) • Future project: developing assay for microplastics in matrix UTAK Product Usage at UW • Custom amphetamines and benzodiazepines • Standard MMA and vitamin D controls • Positive ROI: outsourcing QC production saves on labor costs Account Management Changes • Andrew Hartmann assigned as dedicated account rep for UW • Will coordinate with Nicole for custom order scheduling • Planning to meet with Fred and other UW contacts Next Steps • UTAK to manufacture amphetamine QC in November • Ship product mid-November, ensuring delivery before December 1st • Andrew to follow up with Fred and other UW contacts for additional meetings • Consider adding "needed by" date field to UTAK order forms for improved scheduling Section Question Customer Answer Business Relationship How satisfied are you with UTAK Labs as a partner? Satisfied, 9/10, only place she thinks about with custom QC Business Relationship What is the most valuable aspect of our partnership? Custom QC, Does not want to make it, does not like aliquoting Business Relationship Are there any areas where you’d like to see us improve? Cant think of anything Product & Service Usage Have you adopted any new testing or methods this quarter? Not in the next quarter- currently improving process and changing automation. Uses biorad unity for automated QC Performance & Value What metrics do you track to measure our impact on your business? Levi jennings, tracks QC monthly. Future Plans & Opportunities Are there upcoming projects where UTAK Labs could provide more value? None in the pipeline Product & Service Usage Which of our products/services are you currently using? AMPH Controls Benzo control MMA Vitamin D Product & Service Usage What challenges have you faced with our products/services? Performance & Value Do you feel you are receiving the expected ROI from our solutions? Yess! Cost of material isnt that expensive but human time to make it isnt expensive, actually cheaper for us. Performance & Value How have our products/services impacted your business this quarter? Support & Communication How would you rate the responsiveness of our team? Support & Communication Are you satisfied with the support and resources provided? Support & Communication What can we do to better support your team? Future Plans & Opportunities What are your key priorities for the next quarter? Future Plans & Opportunities Would you be open to exploring new solutions we’re developing? Overall Experience What’s one thing we could do to make your experience exceptional? Overall Experience Would you recommend UTAK Labs to other companies? Why or why not? Overall Experience Do you have any other feedback or suggestions?
Outcome: Successful
History
  • Completed Sep 08, 2025 03:31 PM
    Marked completed
  • Created Sep 08, 2025 03:29 PM
    Activity created