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


20

Activities

10

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 04, 2025 20 activities 10 quotes 1 QBRs Value $50850
Insights
  • The customer maintains a perfect health score of 10/10, indicating high satisfaction and engagement.
  • Frequent communication suggests strong engagement, with multiple emails and calls recorded recently, particularly regarding quote discussions and follow-ups.
  • The customer has a high total value of $50,849.95, reflecting significant business activity.
Risks
⚠️The rejection of a relatively high-value quote ($10,744.0) on 2025-11-24 could indicate potential pricing or value perception issues.
⚠️Delays in decision-making, as noted in the most recent activity, may lead to longer sales cycles and uncertainty in closing deals.
Opportunities
📈There is a potential for upselling and cross-selling, particularly with products like busulfan, as shown by recent upsell actions and inquiries.
📈Recent acceptance of multiple quotes, including high-value ones, suggests opportunities to further strengthen the relationship and secure additional business.
📈Engaging the newly added contact, Chris Gaffron, may open avenues for more personalized and targeted communication, potentially increasing sales.
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
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
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