Activity

Email Completed Due Sep 18, 2025
Account check in/Quarterly Business Review- alert to risk to account health
Sep 02, 2025 09:15 PM
From: Andrew Hartmann <ahartmann@utak.com> Sent: Wednesday, August 13, 2025 4:46 PM To: Turner, Carmelita <cbt@rti.org>; Lewallen, Cynthia <clewallen@rti.org>; Stelter, Jonathan <jstelter@rti.org> Cc: Evans, Amy <aevans@rti.org> Subject: UTAK Urine check in Hey Team RTI, I noticed your standing order for urine has come to an end and wanted to see if you were planning to reorder? If you can let me know Qty and ship dates I can get an updated quote over to you. If we can be of any assistance please don’t hesitate to reach out. Thank you, From: Lewallen, Cynthia <clewallen@rti.org> Sent: Tuesday, September 2, 2025 4:10 PM To: Andrew Hartmann <ahartmann@utak.com>; Turner, Carmelita <cbt@rti.org>; Stelter, Jonathan <jstelter@rti.org> Cc: Evans, Amy <aevans@rti.org>; Meaders, Meredith <meaders@rti.org> Subject: RE: UTAK Urine check in Hi Andrew, I apologize for the delay in getting back to you. We’re evaluating some changes in our work for next year and how that affects the of amount of urine we may need to purchase. We will try to be back in touch soon. Thanks, Hi Cynthia, Thanks for circling back with this update. As we are always seeking to be the best possible partner I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. We can use the time to: • Celebrate wins and highlights from the past few months • Talk through any challenges you’re facing • Share updates and ideas that might help you reach your goals • Make sure we’re aligned for the next quarter Would any of these times work for you? • Friday between 10am-2pm EST • Monday between 10am-3pm EST • Wednesday between 10am-3pm EST If not, just let me know what’s best for you and we’ll make it happen. Looking forward to our conversation! Warmly, Sent by Andrew on 9/2/2025 Hi Cynthia, Thanks for circling back with this update. As we are always seeking to be the best possible partner I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. We can use the time to: • Celebrate wins and highlights from the past few months • Talk through any challenges you’re facing • Share updates and ideas that might help you reach your goals • Make sure we’re aligned for the next quarter Would any of these times work for you? • Friday between 10am-2pm EST • Monday between 10am-3pm EST • Wednesday between 10am-3pm EST If not, just let me know what’s best for you and we’ll make it happen. Looking forward to our conversation! Warmly,
Outcome: Needs Follow-up
History
  • Completed Sep 02, 2025 09:41 PM
    Marked completed
  • Created Sep 02, 2025 09:19 PM
    Activity created