Activity

Meeting with BEAM Megan Wang September 15, 2025 • 41 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 Account management transition @ 0:00 Andrew informed Megan that UTAK is transitioning to an account manager model, and he will be her dedicated account manager moving forward. He will help coordinate with the UTAK team to ensure Megan's needs are met. Changes to UTAK's manufacturing process @ 1:41 UTAK is now making smaller batch sizes more frequently for their stock products, which will result in longer expiration dates for each order. This was in response to customer feedback about shorter expiration dates. Issues with UTAK product specifications @ 6:32 Megan raised concerns that some UTAK products, specifically the DAU +25% GC-MS and DAU -25% GC-MS controls, have been coming in at the lower end of the acceptable range for certain analytes like THC and ketamine. This is causing issues for her customers in Taiwan. Improvements to documentation and information sharing @ 7:14 Megan requested that UTAK provide the Certificate of Analysis (COA) and Instructions for Use (IFU) documents for each shipment, as her customers require this information. Andrew acknowledged the need to streamline this process. Pricing and cost considerations @ 26:16 Megan's boss had concerns about the recent price increases on UTAK's products, particularly the Certificate Drug-Free Urine (CDFU) product. Andrew explained that UTAK's costs for raw materials and testing have risen significantly, necessitating the price adjustments. Forecasting and inventory management @ 35:59 Megan proposed providing UTAK with a forecast of her anticipated product needs, so that UTAK can better prepare the inventory and ship the products more quickly. Andrew was receptive to this idea and suggested exploring a prepaid, scheduled shipment model. Recap and next steps @ 40:18 Andrew summarized the key action items he will follow up on, including addressing the product specification issues, improving documentation processes, and exploring the forecasting/inventory management proposal. He committed to providing an update to Megan by the end of the week. View Meeting → © Fathom 2025. All Rights Reserved. Unsubscribe