AXIS FORENSIC TOXICOLOGY, INC

Customer ID: 100617

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

December 03, 2025

Not scheduled

10

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 03, 2025 10 activities 2 quotes 1 QBRs
Insights
  • ✅The customer health score is excellent at 10/10, indicating high satisfaction or engagement.
  • ✅The account manager, Andrew, has been actively engaging with the customer, primarily through emails.
  • ✅There have been two quotes sent to the customer, but none have been converted to sales yet.
Risks
⚠️The win rate is currently 0%, suggesting potential issues in closing deals.
⚠️Despite active engagement, there has been no financial value realized from the customer so far.
Opportunities
📈There is an open pipeline valued at $4,015, indicating potential revenue if converted.
📈Continued communication and follow-ups could lead to future wins given the maintained interest.
📈The high health score suggests a strong relationship; leveraging this could improve conversion rates.
Contacts
JUSTIN MCCAW

Operations Services Manager

jmccaw@axisfortox.com

317.759.4TOX

MATT ZOLLMAN

DIRECTOR LAB OPERATIONS

mzollman@axisfortox.com

317-759-4869

Recent Activities
Log Activity
5947 and 5946 follow up
Email
2025-12-03 18:13
View Edit
Hi Justin, What your favorite pie you had for thanksgiving? A local store around here had an amazing pecan pie. I am currently 1 day past EXP, but doing my own validations and judged it OK to con...
5946 and 5947 will be ordered in a few weeks
Email
2025-11-14 16:16
View Edit
Thanks for the update Justin! Have a great weekend 😊 Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1...
Sending 5946 and 5947
Email
2025-11-14 14:32
View Edit
Happy Fri-Yeah Justin, Attached please find your quotes for reorder. We quoted both your requested QTY and last ordered QTY so you can see how our volume purchases work and make the decision that ...
Feedback on QTY
Email Completed
2025-11-11 16:53
View Edit
Hi Andrew, Thank you for the heads up on the number of vials ordered. I'll update our inventory system to reflect that information. No urgency, I just thought it would be good to get a little ah...
Volatiles reorder requested
Email Completed
2025-11-11 14:59
View Edit
Hi Justin, Your request has been received and sent to our team for processing. We will send it your way once ready. Two notes to highlight: • Your prior orders have been for 100 vials. We will ...
QBR action items follow up
Follow-up Completed
2025-09-30 18:01
View Edit
Hi Justin, Just wanted to say thanks for your time today and all the feedback you shared. I attached a guide we made for labs making their own QC. I hope it adds value to your process. I am look...
QBR scheduling conversation
Email Completed
2025-09-25 16:49
View Edit
Thanks Justin, I am looking forward to catching up with you. Cheers, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1....
2nd attempt at scheduling QBR
Follow-up Completed Due Oct 14, 2025
2025-09-25 15:57
View Edit
Hey Guys, I wanted to circle back on this request. I was recently assigned to be your dedicated account rep and am eager to connect to make sure we are set up for success in meeting your goals. I...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100617)
Email Completed Due Sep 25, 2025
2025-09-10 20:11
View Edit
Hi Team Axis, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together....
followed up on large whole blood order
Email Completed Information Gathering
2025-09-02 15:09
View Edit
Reached out to Justin to see how the recent bulk order of blood is working out for them.
Quotes
New Quote
Open Quotes
2
Total Value
$4015
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5947 ! $2053.00 Sent 30% 2025-11-14 2026-02-12 Expiring
5946 ! $1962.00 Sent 30% 2025-11-14 2026-02-12 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
2
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-09-30 Completed 2025-09-30 10 Edit