MAYO FOUNDATION

Customer ID: 25090

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

Kevin

10/10

$50849.95

August 2025

Activity Summary

December 04, 2025

January 06, 2026


47

Activities

12

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 04, 2025 47 activities 12 quotes 1 QBRs Value $50850
Insights
  • Excellent health score of 10/10 indicating strong customer satisfaction and engagement.
  • High customer value at $50,849.95 suggests significant business importance.
  • Impressive win rate of 90.0% with most quotes resulting in successful deals.
  • Active engagement with recent activities including multiple emails and a call.
Risks
⚠️Two open pipeline quotes worth $8,384.00 could potentially be delayed or lost.
⚠️Recent quotes show one rejection which indicates possible pricing or product concerns.
Opportunities
📈Consistent engagement and communication could further solidify the relationship.
📈Potential to convert open pipeline worth $8,384.00 to increase customer value.
📈Opportunity to leverage successful manager strategies, like Raleigh's perfect win record, for future deals.
Contacts
ThanhThao Tran

Jacksonville contact-Supervisor-Chemistry Laboratory

tran.thanhthao@mayo.edu

904-953-6411

Jillian Blaney

Technical Specialist II/ AZ Immuno contact

Blaney.Jillian@mayo.edu

480-574-5179

Kristin Dragomir Daescu

DragomirDaescu.Kristin@mayo.edu

Courtney Buchholz

Buchholz.Courtney@mayo.edu

Hanna Ellsworth

Samuelson.Hanna@mayo.edu

Chris Gaffron

Gaffron.Christopher@mayo.edu

Recent Activities
Log Activity
5967 5968 decision delayed pending method completion
Email
2025-12-04 18:48
View Edit
If you could send some of that warm weather our way I would be grateful! Thanks for this update. Part of our process I will periodically touch base with you on these, but whenever you are ready for ...
5967 5968 follow up
Email
2025-12-04 17:20
View Edit
Hi ThanhThao, I hope you are having a warm holiday season down there in Florida. Its 19F outside here! I wanted to touch base with you on the quote we sent to see if you had any updates yet on ...
VLGR shipment
Email
2025-11-26 19:38
View Edit
Hi Jenny, I am showing the full order has shipped. Due to the size it went in 4 packages. Below are all the tracking details. Packing slip and tech docs should be on one of the 4 boxes. For wha...
Quote review call
Call
2025-11-24 20:41
View Edit
Thanhthao Tran - November 24 VIEW RECORDING - 10 mins (No highlights): https://fathom.video/share/dZDu-zxV224W-m5Xff99dTFuGC3JomaM --- 0:01 - Andrew Hartmann (UTAK Laboratories) I'm good. ...
Sending quoted 5967, and 5968
Email
2025-11-24 20:40
View Edit
Howdy! Thank you for your time reviewing these quotes, please find them attached. Don’t hesitate to reach out with any questions, or if you want to see any changes made. Once you have decided one...
TRing to book call with Jacksonville for busulfan quote review
Email
2025-11-24 15:07
View Edit
Good Morning ThanhThao, Our team has completed your quotes and they are ready for review. Can we set up a time to walk through these and answer any questions? You can book a time that works for y...
BUP reorder quote request submitted
Email
2025-11-20 20:05
View Edit
Thanks for confirming! We will get the quote updated along with the change in concentrations and send it over once ready. Regards, Andrew Hartmann Business Development Manager – 25020 Aven...
COnfirming the details to submit quote reuqest
Email
2025-11-20 14:57
View Edit
Hi Kristin, I wanted to confirm before we submit this request, are you intending to change target concentrations? See attached for the last quote where Buprenorphine was at 6.5 and norbup was a 3....
Busulfan call action items completed
Email
2025-11-19 15:51
View Edit
Hi ThanhThao, Thank you for your time reviewing our Busulfan QC and Cal options. Attached is the quote from Rochester showing there design and contact. I recommend getting in touch with them and ...
Busulfan QC call and Cal upsell
Call
2025-11-19 15:51
View Edit
Thanhthao Tran - November 19 VIEW RECORDING - 20 mins (No highlights): https://fathom.video/share/DNrsq2n2VSapcMN3f9S7JEtBnTBEY4Fh --- 0:00 - Andrew Hartmann (UTAK Laboratories) Good morning...
needs more validation samples
Email
2025-11-17 20:24
View Edit
Hi Jenny, Thanks for reaching out. Allow me to add in our team @UTAK Approvals whom can support this request and provide an update. Approvals team- Can we get additional validations sent out to...
Busulfan QC inquiry
Email
2025-11-17 18:59
View Edit
Hi ThanhThao, Thanks for reaching out with this inquiry. We make a number of busulfan products but we only do them as custom controls. I would love to connect with you on a call to understand you...
RE: CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-29 18:06
View Edit
Hi Jennifer, Thank you for confirming, we will ensure to use this for all future orders placed on your UTAK customer account going forward. If you have any questions, please do not hesitate ...
RE: CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-29 17:49
View Edit
Hello, Yes, that is the correct FedEx account number. Thanks, Jenny
RE: CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-29 17:48
View Edit
HiJennifer, CID#025090 account is set up for all orders to be shipped on their FedEx account – 395853333. Their F.OB. is set up as destination. @Faber, Jennifer A. may you confirm if this a...
Added contact: Chris Gaffron
Contact Management Completed
2025-10-29 13:49
View Edit
Added new contact: Chris Gaffron, Email: Gaffron.Christopher@mayo.edu
VOL quote requested
Email Completed Quote Requested
2025-10-29 13:48
View Edit
Hi Chris, Request received and sent for processing. We will return the formal quote once completed. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valenc...
RE: CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-28 21:44
View Edit
Hi Raleigh and Jennifer, 😊 CID#025090 account is set up for all orders to be shipped on their FedEx account – 395853333. Their F.OB. is set up as destination. @Faber, Jennifer A. may you con...
CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-28 21:24
View Edit
Hi Jenny, Absolutely! @Support@UTAK are you able to make certain Jenny’s order destination is FOB? Best, Raleigh
CID#25090 RE: quote request - Quote 5876 CID#25090
Email
2025-10-28 21:23
View Edit
Hi Raleigh, Can I have you update F.O.B. on the quote to Destination? Thanks, Jenny
FW: quote request - Quote 5876
Email
2025-10-28 18:24
View Edit
Hi Jenny, Thank you for reaching out to UTAK for continued opportunity to serve you! Attached is the quote with pricing for the requested items. If you’d like to proceed with an order, please send...
RE: quote request
Email
2025-10-27 18:55
View Edit
RE: quote requestHi Jenny, Happy Friday! Absolutely. I’ve provided this request to our Quoting team and will revert with a refreshed quote once available. Best regards, Raleigh
RE: quote request
Email
2025-10-27 18:54
View Edit
Hello, Can I get an updated quote for the attached product? We would like to order 7 packs of each level this time. All aliquot volumes and specifications remain the same. Thanks, Jenny Fab...
SDS request
Email
2025-10-22 16:03
View Edit
Hello, Attached please find the SDS sheet covering the part requested. Thank You, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567...
Added contact: Hanna Ellsworth
Contact Management Completed
2025-10-21 23:16
View Edit
Added new contact: Hanna Ellsworth, Email: Samuelson.Hanna@mayo.edu
RE: BENZ Serum Quote Needed CID: 025090 - Quote #5825
Email
2025-10-21 23:15
View Edit
Hello, Thank you so much for updating this quote to reflect that vial change. I have submitted this to our supply chain team, and I would expect a PO to get out by Tuesday next week. Thanks, K...
RE: BENZ Serum Quote Needed CID: 025090 - Quote #5825
Email
2025-10-21 23:15
View Edit
Hello, Thank you so much for updating this quote to reflect that vial change. I have submitted this to our supply chain team, and I would expect a PO to get out by Tuesday next week. Thanks, K...
RE: BENZ Serum Quote Needed CID: 025090 - Quote #5825 -
Email
2025-10-21 23:07
View Edit
Hello Kristin, Thank you for your response. We will be on the look out for the order request. If you have any questions, please do not hesitate to contact us. Have an amazing weeend...
Peth reorder issues
Email Completed
2025-10-20 13:57
View Edit
Hi Team Mayo, Thanks for the heads up and for reaching out for support here. The Peth quote is still active so as far as placing the order goes we are all set there. Brice- To make sure we comm...
Phonecall with Kristin Dragomir - Quote #
Call
2025-10-16 18:58
View Edit
Kristin Dragomir-Daescu - October 16 VIEW RECORDING: https://fathom.video/share/BMJiM6ERk6b1Jk-Nzu-nz1xaizAgdS4i Introductions and meeting context @ 0:00 The participants introduced themselves, i...
Phone call related to quote 5825
Call
2025-10-16 17:46
View Edit
Kristin Dragomir-Daescu - October 16 VIEW RECORDING: https://fathom.video/share/BMJiM6ERk6b1Jk-Nzu-nz1xaizAgdS4i Introductions and meeting context @ 0:00 The participants introduced themselves, i...
Lot and exp inquiry
Email Completed
2025-10-15 16:01
View Edit
Hi Rachel. Current lot is D6672 and EXP 02/28/2027. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UT...
Added contact: Courtney Buchholz
Contact Management Completed
2025-10-14 15:59
View Edit
Added new contact: Courtney Buchholz, Email: Buchholz.Courtney@mayo.edu
Added contact: Kristin Dragomir Daescu
Contact Management Completed
2025-10-14 15:58
View Edit
Added new contact: Kristin Dragomir Daescu, Email: DragomirDaescu.Kristin@mayo.edu
RE: BENZ Serum Quote Needed - Quote 5825
Email
2025-10-14 15:58
View Edit
Hi Raleigh, I’ve scheduled a meeting for Thursday at 12:30 central time. Please let me know if there is anything else you need before then. Thanks, Kristin
RE: BENZ Serum Quote Needed - Quote 5825
Email
2025-10-14 15:58
View Edit
Hi Kristin, Our team has prepared your requested quote and we’d love to schedule a brief call to walk you through it and answer any questions you might have. Would you have some time next week...
RE: BENZ Serum Quote Needed - Quote 5825
Email
2025-10-14 15:58
View Edit
Good morning Kristin, Wonderful – looking forward to connecting! Best, Raleigh
RE: BENZ Serum Quote Needed - Quote 5825
Email
2025-10-10 22:42
View Edit
Hi Kristin, Our team has prepared your requested quote and we’d love to schedule a brief call to walk you through it and answer any questions you might have. Would you have some time next week t...
Prompt reply was appreciated
Email Completed
2025-10-03 14:04
View Edit
Hello Andrew, Thank you so much for your prompt response. It is greatly appreciated! Thanks, Hanna Ellsworth | Technical Specialist I | Clinical and Forensic Toxicology Laboratory | Lab Phone: ...
CoA Request
Email Completed
2025-10-02 20:46
View Edit
Hi Hanna, Attached please find the CoA requested. Let me know if I can be of further assistance. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia,...
AZ immuno level 3 also an issue, asking to move up shipments
Email Completed
2025-09-19 17:36
View Edit
Hi Jillian, Our team will work on getting the level 3 out as well. There is no concern with this material being out for this time period. Our lyophilized products are good for at least 2 weeks in...
Added contact: Jillian Blaney
Contact Management Completed
2025-09-19 16:42
View Edit
Added new contact: Jillian Blaney, Title: Technical Specialist II/ AZ Immuno contact, Email: Blaney.Jillian@mayo.edu, Phone: 480-574-5179
Immuno issue and moving up the ship schedule
Email Completed
2025-09-19 16:42
View Edit
Hi Jillian, Thanks for reaching out for this. We have moved up this shipment. This will likely ship today for delivery on Tuesday. It should arrive by Wednesday at the latest. I am also addin...
FOllow up with Jacksonville/AZ for reorder of VIT QC
Email Due Jan 06, 2026 Needs Follow-up
2025-09-12 14:39
View Edit
Hi ThanhThao, It was a pleasure meeting with you today. I really appreciated the chance to get to know a little about your needs and all the valuable feedback you shared with us. I am attaching...
New contact for Jacksonville site, and trying to set up a call
Email Completed
2025-09-10 14:03
View Edit
Hi TranhThao, It is a pleasure to e-meet you. I can confirm the lot requested is still our current lot of Vitamin D level 2. Whenever you have a specific lot number request, please have this note...
New product performance issue
Email Completed
2025-09-08 18:59
View Edit
Kristin, Thank you for sharing this feedback and your desired path forward. Please allow me to add @Kevin Kopp from the UTAK team for technical support. Please allow 1-2 business days for our tea...
EXP and lot info request
Email Completed Information Gathering
2025-09-08 15:51
View Edit
Hi Rachel, The current lot for 17012 is lot# D5852 and expires 9/20/2026. Let me know if we can be of any further support. Thank you, Andrew Hartmann Business Development Manager – 25020 ...
Open Quotes
2
Total Value
$8384
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6052 ! $1188.00 Sent 30% 2025-12-16 2026-03-16 Expiring
5968 $10744.00 Rejected 2025-11-24 2026-02-22
5967 ! $7196.00 Sent 30% 2025-11-24 2026-02-22 Expiring
5976 $2100.00 Accepted 2025-11-24 2026-02-22
5882 $13925.00 Accepted 2025-10-29 2026-01-27
5876 $10374.67 Accepted 2025-10-28 2026-01-26
5825 $11852.84 Accepted 2025-10-16 2026-01-14
5776 $161.44 Accepted 2025-09-29 2025-12-28
5776 $0.00 Accepted 2025-09-29 2025-12-28
5657 $4000.00 Accepted 2025-08-25 2025-11-23
5633 $5184.00 Accepted 2025-08-18 2025-11-16
5614 $3252.00 Accepted 2025-08-12 2025-11-10
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
Quarter Scheduled Status Completed Customer Sat
Q3 2025 Jacksonville AH 2025-09-12 Completed 2025-09-12 9 Edit