CLINICAL REFERENCE LAB

Customer ID: 8950

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$28613.00

August 2025

Activity Summary

November 19, 2025

Not scheduled


40

Activities

3

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 19, 2025 40 activities 3 quotes 1 QBRs Value $28613
Insights
  • Customer has a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • All quotes provided to the customer have been accepted, reflecting a 100% win rate.
  • Account managed by Andrew, with consistent communication mainly through emails.
Risks
⚠️No open pipeline, which may imply a lack of ongoing new opportunities or future engagements.
⚠️Heavy reliance on email for communications; lack of diverse interaction methods could limit relationship building.
Opportunities
📈High customer value and perfect win rate suggest potential for upselling or cross-selling.
📈Positive relationship management by Andrew could be leveraged for referrals or testimonials.
📈Consider diversifying communication methods to strengthen engagement and uncover new needs.
Contacts
Amy Vallery

Strategic Sourcing Manager

Amy.Vallery@CRLcorp.com

913.693.2549

Jennie Wang Primary

Manager - Toxicology Quality Control

Jinhua.Wang@CRLcorp.com

913.693.8808

BRETT OSWALD

DIRECTOR OF TOXICOLOGY

oswaldb@crlcorp.com

(913)693-1220

G. Clouette

clouetteg@crlcorp.com

D Fordyce

fordyced@crlcorp.com

T Harvey

harveyt@crlcorp.com

Michael Herrera

michael.herrera@crlcorp.com

D. Kunz

kuntzd@crlcorp.com

M. Magee

mageem@crlcorp.com

M. Pedersen

pedersenm@crlcorp.com

C. Porter

porterc@crlcorp.com

Sarah Small

Sarah.Small@crlcorp.com

David Kuntz

David.Kuntz@crlcorp.com

Recent Activities
Log Activity
25K urine order placed
Email
2025-11-19 17:50
View Edit
Hi Debbie, Thank you for this order! Adding in our team @Support@UTAK whom can process this and will send confirmation. Orders team- Please see the attached for processing and please note the f...
5764 PO is in process
Email
2025-11-17 18:45
View Edit
Thanks for the update Jennie 😊 We will keep our eye out for the PO coming in. Regards, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.66...
Quote 5764 follow up
Email Completed
2025-11-10 18:48
View Edit
Happy Monday Jennie, Just wanted to touch base on the bulk urine order to see if you are still planning to place it this month? If you have any update on your ETA it is greatly appreciated. Tha...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-06 18:24
View Edit
Dear David, Thank you for your kind reply, as this is incredibly helpful. Wishing you a beautiful finish to your week and let me know if there’s anything I can assist you with ever. Best, ...
Added contact: David Kuntz
Contact Management Completed
2025-11-06 18:23
View Edit
Added new contact: David Kuntz, Email: David.Kuntz@crlcorp.com
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-06 18:23
View Edit
It would General Laboratory Reagent.
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: Sarah Small
Contact Management Completed
2025-11-03 22:58
View Edit
Added new contact: Sarah Small, Email: Sarah.Small@crlcorp.com
Added contact: C. Porter
Contact Management Completed
2025-11-03 22:58
View Edit
Added new contact: C. Porter, Email: porterc@crlcorp.com
Added contact: M. Pedersen
Contact Management Completed
2025-11-03 22:57
View Edit
Added new contact: M. Pedersen, Email: pedersenm@crlcorp.com
Added contact: M. Magee
Contact Management Completed
2025-11-03 22:57
View Edit
Added new contact: M. Magee, Email: mageem@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:57
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: D. Kunz
Contact Management Completed
2025-11-03 22:56
View Edit
Added new contact: D. Kunz, Email: kuntzd@crlcorp.com
Added contact: Michael Herrera
Contact Management Completed
2025-11-03 22:56
View Edit
Added new contact: Michael Herrera, Email: michael.herrera@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:56
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: T Harvey
Contact Management Completed
2025-11-03 22:55
View Edit
Added new contact: T Harvey, Email: harveyt@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:55
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:54
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:54
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: D Fordyce
Contact Management Completed
2025-11-03 22:34
View Edit
Added new contact: D Fordyce, Email: fordyced@crlcorp.com
Added contact: G. Clouette
Contact Management Completed
2025-11-03 22:33
View Edit
Added new contact: G. Clouette, Email: clouetteg@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:33
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Sending updated quote switching to stock product and adding ship schedule
Email Completed
2025-10-13 15:18
View Edit
Hi Jennie, Attached is the updated quote adding the ship schedule. 2 other changes were also made: • We switched back to using the stock part number and not the custom part number we originally i...
Updating quote reply
Email Completed
2025-10-09 16:01
View Edit
Sounds great! Thank you Andrew!
updating the quote to add a ship schedule, customer understands payment is needed up front
Email Completed
2025-10-09 15:45
View Edit
Hi Jennie, Thanks for the update. I’ll have the quote updated to include we will ship ½ upon completion and the other ½ after 2 months. We will be making this lot just for you when you order so...
Interested in ordering 5764, asking about split shipment/ ship schedule
Email Completed
2025-10-08 19:56
View Edit
Hi Jennie, Thanks for the update! If you want to split into 2 shipments we will need to add this to a quote. It changes the process a little bit so wanted to confirm with you before updating. Th...
Quote 5764 sending loom video
Email Completed
2025-09-30 20:16
View Edit
I was unable to connect to review this quote. To avoid holding it up I shot a loom video and sent to the customer. Hi Jennie, I never heard from anyone in purchasing and wanted to circle back. ...
Reply to quote
Email Completed
2025-09-25 19:58
View Edit
Thank you Andrew! I forwarded this message to our Purchasing department and someone from Purchasing will evaluate the change for ordering.
Offering 15% for volume ordering- trying to book a call
Email Completed Due Oct 02, 2025
2025-09-25 19:03
View Edit
Hi Jennie, I got some exciting news! There is a path to a 15% discount on the gallon urine but it would be a change in how you are ordering it. Lets connect on a brief chat and we can go over the...
Confirmed CDF(L) forcast and connecting with the team to see what discount opportunity exist
Email Completed Due Oct 01, 2025
2025-09-24 21:41
View Edit
Thanks for confirming! Let me connect with our team and see what we can work out. I’ll circle back with an update once available. It may take a week or so. Regards, Andrew Hartmann Busines...
Reply to QBR feedback
Email Completed
2025-09-24 18:18
View Edit
Thank you so much Jennie, This is some great feedback and gives us some things to raise with our team for improvements. I appreciate you taking the time to share this with us. I recently got assi...
QBR survey completed by email
Email Completed
2025-09-24 16:08
View Edit
See below. From: Andrew Hartmann <ahartmann@utak.com> Sent: Wednesday, September 24, 2025 8:58 AM To: Brett L. Oswald <Brett.Oswald@crlcorp.com>; Jinhua Wang <Jinhua.Wang@crlcorp.com> Subject: ...
3rd and final attempt to book QBR- also sending survey questions
Email Completed
2025-09-24 13:55
View Edit
Hi Brett and Jennie, I realize things may be busy on your end, but your feedback is extremely valuable to us. Before we wrap up outreach, I wanted to check one last time to see if you’d be open to...
QBR request follow up
Follow-up Completed Due Sep 24, 2025
2025-09-10 14:28
View Edit
Hi Brett and Jennie, I hope the last little bit of summer is treating you well. I wanted to circle back on this request as your feedback is extremely valuable. We would love to connect and ensure...
Scheduling Our Quarterly Business Review (CID:008950 )
Email Completed Due Sep 11, 2025 Needs Follow-up
2025-09-02 20:20
View Edit
Hi Brett and Jennie, 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 to...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6016 $1451.00 Accepted 2025-12-08 2026-03-08
5764 $27162.00 Accepted 2025-09-25 2025-12-24
0 $0.00 Accepted 2025-09-25 2025-12-24
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-24 Completed 2025-09-24 8 Edit