Rush order submitted
Email
Hi Tiffany,
Thank you for sending in this order. Adding our team @Support@UTAK for processing.
Orders Team- Please process the attached and note this is a rush order. Customers current lot exp...
Sending quote 5938
Email
Completed
Hi Anita,
Attached please find your quote for this reorder. As I mentioned, there is a 5 pack and 8 pack option on here to choose from. Can you have this PO sent directly to me? I’ll walk it thr...
EXP extension discussion
Email
Completed
Hi Anita,
That would work great. If you can share data on the last day you run them with us we can issue an extension covering up till that day.
Thank you,
Andrew Hartmann
Business Developm...
Volatiles rush order will be needed
Email
Completed
Hi Anita,
We sent this into quoting and flagged it as a rush. Your last order was for a total of 80 vials. Based on the usage estimate you provided it looks like around 50 vials is what you would...
Quote 5778 order received
Email
Completed
Good morning,
Attached is a hard copy of Hennepin Healthcare purchase order number 0001076763.
Thanks,
Shane Miller
Buyer Planner
Supply Chain Management
Hennepin Healthcare (HCMC)
Shan...
Quote 5778 sent
Email
Completed
Hi Anita,
Our team made quick work of this quote update, please find attached. Let me know if you have any questions or if I can be of any support.
Have a Great Day,
Quote 5760 review call
Call
Due Feb 11, 2026
Quote Requested
Met with Anita,
She liked the quote and was not put off by the higher pricing as the value of limiting lot change outs is worth it to her. She has 5 packs of the stock product currently so does no...
Scheduling a meeting to review and send quote 5760
Email
Completed
Hi Anita,
Your quote for a custom version of the EtG controls has been completed. Can we book a quick chat to review this quote together and go over any questions? You can book a time here: https...
QBR follow up and action items completed
Email
Completed
Quote Requested
Hi Anita,
It was so great catching up with you today. I really appreciate all the valuable feedback you shared with us. To recap some of the action items from our call please find updates below. ...
QBR rescheduling convo
Email
Completed
Hi Anita,
I totally get things coming up! I am about to head into a meeting with another customer in a few minutes so if we could schedule something next week that’s great! There is a link in my ...
customer was a noshow to QBR- Trying to reschedule
Email
Completed
Due Sep 30, 2025
Hi Anita,
It looks like you may have gotten busy and were unable to connect today. Do you have any times next week we could connect? Let me know your availability and I will send something out.
...
Q3 QBR scheduled for 9/17/2025
Follow-up
Completed
Successful
Anita replied with some availability windows and I sent out a meeting invite using the templates provided.
Asking to push QBR by a few weeks
Follow-up
Completed
Information Gathering
From: Wong, Anita P <Anita.Wong@hcmed.org>
Sent: Wednesday, September 3, 2025 8:19 AM
To: Andrew Hartmann <ahartmann@utak.com>
Subject: RE: [EXTERNAL] UTAK Labs- Scheduling Our Quarterly Business ...
Our Quarterly Business Review (CID:017900)
Email
Completed
Due Sep 11, 2025
Needs Follow-up
Hi Anita,
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.
...
Account check in turned into new opportunity
Email
Completed
Due Oct 08, 2025
Successful
FOLLOW UP TO SEE HOW THE CUSTOM LOT OF AED IS WORKING AND IF THEY HAVE ADDITIONAL OPPORTUNITIES
Reached out to Anita doing a regular follow up to see how things are going and provide our updated cata...