KAISER FOUNDATION OF NORTH HOLLYWOOD

Customer ID: 21410

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$5805.00

August 2025

Activity Summary

October 16, 2025

November 12, 2025


16

Activities

4

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 16, 2025 16 activities 4 quotes 0 QBRs Value $5805
Insights
  • The customer has a perfect health score of 10/10, indicating excellent satisfaction and engagement.
  • The account manager, Andrew, has achieved a 100% win rate with this customer.
  • All quotes provided have been accepted, totaling $5,805.00.
Risks
⚠️No open pipeline suggests a potential lack of future opportunities or engagement.
⚠️The absence of QBRs (Quarterly Business Reviews) could lead to missed opportunities for strategic alignment and relationship strengthening.
Opportunities
📈High customer satisfaction and a successful sales history suggest potential for upsell or cross-sell.
📈Consider scheduling regular QBRs to maintain and enhance the customer relationship and uncover new opportunities.
📈Explore additional service or product offerings to continue meeting the customer's needs and increase account value.
Contacts
Randy Escalante

Operations Manager, Esoteric Chemistry and Special Coagulation Department

Randy.Escalante@kp.org

818-503-6914

HASHEM ALMAHDI

Lab Manager

hashem.m.almahdi@kp.org

(818) 503-6829

Maria T. Plantilla-Roque

Operations Manager, Esoteric Chemistry Dept.

maria.t.plantilla-roque@kp.org

818-503-7021

Ed Noblejas

Clinical Lab Scientist

Edmond.V.Noblejas@kp.org

Recent Activities
Log Activity
sending updated5844
Email Completed
2025-10-16 17:45
View Edit
Hey Ed, The updated quote should have hit your inbox by now going back to the original design. Also attached here. You are good to proceed getting this ordered. Let me know if I can be of suppor...
quote being updated
Email Completed
2025-10-16 16:25
View Edit
Hey Ed, Yes, please hold on for a few. Our team got the initial request and started working on it without realizing we asked to cancel just after. They are working on making the changes back to t...
QUote got updated after request not to update it
Email Completed
2025-10-16 13:38
View Edit
Hi Ed, Just wanted to confirm we are having this quote updated to return sertraline. Standby for an updated quote with sertraline back in it. Thank you,
not changing part design afterall
Email Completed
2025-10-15 22:04
View Edit
Hi Ed, Update received, we will keep it as it is this time. Let us know if we can offer any further support. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitt...
Analyte change for quote 5844
Email Completed
2025-10-15 21:38
View Edit
Sure thing Ed, Our team will send it over once completed. Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB ...
QBR will continue to be delayed due to CAP inspection
Email Due Nov 12, 2025
2025-09-24 20:08
View Edit
Thanks for the update Hashem! I hope they don’t keep you waiting too long, the anticipation is killing me 😊 I’ll circle back in a few weeks. Have a Great Day, Andrew Hartmann Business Devel...
quote requested for custom fill size defobrinated plasma
Email Completed Quote Requested
2025-09-24 18:03
View Edit
Hi Randy, Sure thing! The team will send it over once completed. You should have this within the next day or so. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Ti...
Follow up attempting to book QBR
Email Completed Due Oct 08, 2025
2025-09-24 14:23
View Edit
Hi Hashem, I hope I am reaching you after a successful CAP inspection. I wanted to touch base and see if you all were able to get this completed yet? We are eager to connect and get some feedback...
quote requested to reorder custom Volatiles QC
Email Completed Quote Requested
2025-09-11 13:59
View Edit
Hi Randy, Sure thing! Our team will send over the updated quote once completed. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D ...
Met to discuss performance issues with custom validity controls
Call Completed
2025-09-10 19:47
View Edit
Meeting with kp.org Randy Escalante September 10, 2025 • 10 mins • View Meeting ACTION ITEMS ✨ Upgrade to Premium to unlock AI generated action items MEET...
Back and forth to schedule a call for tech support
Call Completed
2025-09-08 18:14
View Edit
Thanks Randy! I resent the invite for Wednesday at a little later time. Please let me know if this does not work for you, otherwise we look forward to connecting then. Thank you, Andrew Hart...
Product Complaint- asked to set up meeting with the team and the customer
Follow-up Completed Due Sep 15, 2025 Needs Follow-up
2025-09-08 17:18
View Edit
Hi Randy, Do you have some time this week to hop on a call with our tech support team? We have some follow up questions and would like to discuss possible solutions. You can book a time to meet h...
Type C feedback from Hashem
Follow-up Completed Relationship Building
2025-09-03 19:14
View Edit
Upon being informed Andrew is now their dedicated account rep, Hashem replied with: "We are in good hands knowing that Andrew is our account Rep."
Requesting to delay QBR
Follow-up Completed Due Sep 24, 2025 Needs Follow-up
2025-09-03 18:27
View Edit
Due to the CAP inspection they are not ready to meet. No specific time given so setting a reminder for a 3 week follow up. Thanks for the update Hashem! Yes, please prioritize the CAP inspectio...
Scheduling Our Quarterly Business Review (CID:021410)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 13:41
View Edit
Hi Team Kaiser NoHo, 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...
UTAK Labs checking in
Email Completed Relationship Building
2025-08-28 14:06
View Edit
Hey Randy, I hope your summer has been treating you well. I wanted to reach out for a pulse check to see how UTAK has been for you lately. We really appreciate the opportunity to work with your t...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5844 $1843.00 Accepted 2025-10-15 2026-01-13
5758 $1523.00 Accepted 2025-09-24 2025-12-23
5578 $1419.00 Accepted 2025-07-29 2025-12-31
5579 $1020.00 Accepted 2025-09-11 2025-12-10

No QBRs scheduled.