KAISER FOUNDATION OF RICHMOND

Customer ID: 21415

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$33915.00

August 2025

Activity Summary

November 14, 2025

Not scheduled


30

Activities

8

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 14, 2025 30 activities 8 quotes 1 QBRs Value $33915
Insights
  • The customer has a perfect health score of 10/10, indicating strong satisfaction and engagement.
  • The customer value is $33,915, reflecting high financial importance.
  • The win rate for quotes is 87.5%, showcasing effective sales execution.
  • Andrew, the account manager, has managed all interactions, maintaining consistent communication.
Risks
⚠️No open pipeline, suggesting a potential lack of future opportunities unless new leads are cultivated.
⚠️Recent activities are limited to emails, indicating a potential over-reliance on one communication channel.
Opportunities
📈High win rate presents an opportunity to capitalize on proven sales strategies to further increase revenue.
📈Engagement through additional channels (calls, meetings) could enhance relationship depth and uncover new needs.
📈With only one QBR conducted, increasing frequency may improve strategic alignment and uncover upsell or cross-sell opportunities.
Contacts
SARAH SHUGARTS

LAB USER- MAY BE MANAGMENT

Sarah.B.Shugarts@kp.org

510-231-5486

KATHERINE WESSON

Toxicology QA/QC Supervisor

Katherine.S.Wesson@kp.org

510-231-5172

JULIA DREES

Clinical Director—Immunochemistry RESPONSIBLE FOR VITAMINS TESTING (NO LONGER BUYS UTAK, THEY SWITCHED TO BIORAD))

Julia.C.Drees@kp.org

510-231-4398

Alina Kaliman

Toxicology Dayshift Supervisor

Alina.Kaliman@kp.org

510-231-5138

Julie Cruz

Julie.Cruz@kp.org

Recent Activities
Log Activity
5890 will not be orderd, analytes covered by other quoted options
Email
2025-11-14 18:40
View Edit
Thanks for the confirmation Christine 😊 Have a Great weekend, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.L...
Quote 5890 follow up
Email
2025-11-14 17:28
View Edit
Happy Fri-Yeah Team Kaiser, I wanted to touch base with you to see if you were planning to order the attached quote? I saw the other 2 we sent got placed but we haven’t seen a PO come in for the a...
Sending quotes back with validation samples
Email Completed
2025-11-05 16:43
View Edit
Hi Katherine, Attached are your updated quotes adding validation samples to these. Thank you,
Validation samples being requested for 3 quotes
Email Completed
2025-11-05 14:32
View Edit
Hi Katherine, I got both of your emails and will have all 3 quotes updated to include validation samples. I hope to have these back to you later today or tomorrow at the latest. Thank You, A...
Sending quote 5892 for Benzo reorder
Email Completed
2025-11-03 14:42
View Edit
Hi Team Kaiser, I hope you enjoyed your extra hour of Zzz’s this weekend. Attached is your quote for the benzo QC. Let me know if you have any questions or if you want to make any changes. Tha...
Concentration confirmed for new analyte
Email Completed
2025-10-31 17:46
View Edit
Thanks for confirming Christine! We will send the quote over once completed. Happy Halloween, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D...
Sending 5888 updated
Email Completed
2025-10-31 16:37
View Edit
Hi Katherine, Attached please find your quote. We went back to the original design and requoted with the only change being removal of the Norfentanyl. Let me know if you have any questions or if ...
Confirming details for Benzo quote
Email Completed
2025-10-31 14:06
View Edit
Hi Katherine, One follow up question from our team on this one. For the Zolpidem 4-pheny carboxylic acid, can you confirm the desired target concentration? Thank you, Andrew Hartmann Busine...
More changes and price feedback
Email Completed
2025-10-30 21:25
View Edit
Hi Katherine, Got it! We will go back to the original design and QTY, with the exception of removing nor fentanyl. I am about out for the day so it will most likely be tomorrow we get it back to ...
5888, 5890 changes requested
Email Completed
2025-10-30 21:11
View Edit
Updates received! We will send over updated quotes once completed. I don’t think we can do the 4-pack with the 1 extra vial due to UDI labeling requirements. I put in the request to see if we can...
RE: Account 021415 - Dextrorphan Custom Control/Quote Request(s) 5888, 5890
Email Completed
2025-10-30 20:53
View Edit
Hi Katherine, Our team went ahead and worked up a first go at these based on our assumptions. Switching to a 4 pack we changed order volume to 9 packs to get a similar volume as the last order. L...
Clarifying details for a requote and a new product
Email Completed
2025-10-30 14:06
View Edit
Hi Katherine, A few questions to make sure we have this right. 1. Confirm we are removing norfentanyl entirely from the panels? 2. Last order was for 17 packs. If we change to a pack size of 4...
Feedback on 4 pack option
Email Completed
2025-10-02 13:37
View Edit
Hi Andrew, Thank you for adding the revision to the existing quote. I'll submit the request for a PO this week. Regards, Katherine Wesson
Sending updated quote 5769 with a reduced 4 pack order option
Email Completed
2025-10-01 17:06
View Edit
Hi Katherine, Attached is the updated quote adding the 4-pack purchase option. As expected, is does increase the price per pack a bit to reduce the volume. Overall it will be about $1k cheaper to...
Added contact: Julie Cruz
Contact Management Completed
2025-10-01 13:31
View Edit
Added new contact: Julie Cruz, Email: Julie.Cruz@kp.org
Quote 5769 follow up questions
Email Completed
2025-10-01 13:29
View Edit
Hi Katherine, My assumption is it will affect pricing. I put in a request to add a 4 pack purchase option to this quote and will send that over once completed. From there we can see what the diff...
QBR follow up convo
Email Completed
2025-09-30 13:21
View Edit
Likewise Katherine! I forgot to mention but you never need to wait if there is something you want to connect about. You can always reach me by email, or there is a link in my signature you can boo...
QBR follow up
Email Completed
2025-09-29 21:12
View Edit
Hi Team Kaiser, I dropped the ball on this and did not forward the meeting invite to everyone. Sarah got stuck alone with me LOL. My apologies for this! The good news is I have an AI meeting ass...
Quote 5769 sent
Email Completed
2025-09-29 21:06
View Edit
Hi Christine, Attached please find the quote requested. We will mirror the process we followed on the last order in that we will send an in process sample for your testing. We are looking for you...
Clarifying details for new quote
Email Completed
2025-09-26 18:53
View Edit
Hi Christine, Thanks for these updates! Our team is working on this one now and we will likely have it ready by end of day or Monday at the latest. Just a heads up, since this order is special ...
Website quote request was missed and follow up questions
Email Completed Quote Requested
2025-09-26 16:56
View Edit
Hi Katherine, I am glad you followed up on this! We are doing some updates on our website and it appears these request are not properly coming through. The team has started on it and has 2 follow...
QBR Scheduling conversation and assembling the right team
Email Completed
2025-09-24 20:14
View Edit
Awesome! I am looking forward to connecting with you all! See you Monday 😊 Regards, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661....
Back and forth to set QBR time
Email Completed Due Sep 26, 2025
2025-09-24 15:43
View Edit
Hi Andrew, Anytime after noon next Monday or Tuesday will work fine for me. I did mark one date/time on your calendar, but we need Kat to confirm her availability as well. @Katherine S Wesson will e...
QBR schedule follow up
Email Completed Due Oct 08, 2025
2025-09-24 14:30
View Edit
Sent a follow up email to try and schedule the QBR. Looks like the last one I loged may not have sent.
Product performance complaint received on volatiles
Email Completed
2025-09-18 20:25
View Edit
Hello Andrew, Please see my responses below. Thank you for providing the link to QC technical support. I will submit any future concerns through that portal. Field Required Customer Entry Cus...
New BUP+ cal set appears to be perfoming fine, awaiting final approval
Email Completed
2025-09-10 19:18
View Edit
Hello Andrew, Thank you for the follow up. We tested the new set of BUP controls and they are now in the review and approval stage. I will let you know the outcome shortly. Sincerely,
QBR follow up to schedule
Follow-up Completed Due Sep 24, 2025
2025-09-10 17:02
View Edit
Hi Katherine and Sarah, I wanted to circle back with you on this request to see if we could set some time up in the next week or two to connect. I’ll be taking over as your dedicated account rep m...
following up on expanded QC set to see how its working
Follow-up Completed
2025-09-10 16:57
View Edit
Hi Alina, I hope this last little bit of summer is treating you well. I wanted to reach out to see how the new set of BUP+ controls are working out for you. You expanded the levels, and we wanted...
Scheduling Our Quarterly Business Review (CID:021415)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 13:59
View Edit
Hi Team Kaiser Richmond, Sarah B Shugarts <sarah.b.shugarts@kp.org>; Katherine S Wesson <katherine.s.wesson@kp.org> I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d ...
Working on expanding a custom QC to become calibrators
Email Completed Due Sep 11, 2025 Successful
2025-08-19 14:15
View Edit
FOLLOW UP TO SEE HOW BUP+ CAL SET IS WORKING OUT. Alina and I have been going back and fourth over some custom QC designs. They currently get a 2 level QC from us that they want to transition into b...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5892 $2885.00 Accepted 2025-11-03 2026-02-01
5890 $2163.00 Rejected 2025-10-30 2026-01-28
5888 $2354.00 Accepted 2025-10-30 2026-01-28
5769 $3855.00 Accepted 2025-09-26 2025-12-25
5621 $974.00 Accepted 2025-08-13 2025-11-11
5619 $778.00 Accepted 2025-08-12 2025-11-10
5630 $11210.00 Accepted 2025-08-14 2025-11-12
5643 $11859.00 Accepted 2025-08-19 2025-11-17
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-09-29 Completed 2025-09-29 7 Edit