MARSHFIELD CLINIC

Customer ID: 24450

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$6695.00

August 2025

Activity Summary

October 09, 2025

Not scheduled


18

Activities

4

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 09, 2025 18 activities 4 quotes 1 QBRs Value $6695
Insights
  • MARSHFIELD CLINIC has a perfect health score of 10/10.
  • The customer value is relatively high at 6695.0.
  • All recent quotes have been accepted, indicating strong engagement and satisfaction.
Risks
⚠️There are no open pipelines, which might suggest a lack of new opportunities or growth.
⚠️Recent activities show only email communication, which might limit relationship depth.
Opportunities
📈Maintain the high win rate by exploring additional service offerings or upsell opportunities.
📈Increase engagement by diversifying communication methods beyond emails, such as phone calls or in-person meetings.
📈Leverage the strong relationship to gather testimonials or case studies for marketing purposes.
Contacts
CASSIDY A LEMAY

Medical Technologist | Toxicology | Immunodiagnostics

lemay.cassidy@marshfieldclinic.org

1-715-389-3734

AFTON TARASEWICZ

LAB MANAGER FOR SPECIAL CHEM/TOXICOLOGY

tarasewicz.afton@marshfieldclinic.org

715-389-0500

Recent Activities
Log Activity
Quote 5805 QTY change reqeusted
Email Completed
2025-10-09 13:31
View Edit
Hey Cassidy, Sure thing, I’ll have our team make this change and get it back to you. Apologies I seem to be struggling getting this request right. I appreciate your patients. Thank you, And...
Sending 5805 for reorder
Email Completed
2025-10-08 19:43
View Edit
Hi Cassidy, Our team has completed this quote and it is attached for your review. Let me know if you have any questions or if I can be of further support. Thank you,
Replied about the design change for reorder
Email Completed
2025-10-08 13:20
View Edit
Sounds great! Thank you, Cassidy LeMay
Appreciates us trying to conect them to an analyte supplier
Email Completed
2025-10-08 13:19
View Edit
Hi Andrew – Thank you for that information. I will check with Cerilliant to see if they’d custom it for us, as well as look into the other vendor. Really appreciate you trying to help us with thi...
Update on vendor analyte search- what we found
Email Completed
2025-10-07 19:34
View Edit
Hi Cassidy, I heard back from our purchasing team on this analyte. We could not locate another supplier for this, but they did share 2 potential options you may look into. Thomas Scientific off...
Clarifying part design
Email Completed
2025-10-07 19:19
View Edit
Wow I totally misread that one. Thanks for catching this! We will do an 8x10mL pack. It will still get a V2 as it’s a change in packaging. Regards,
Quote requested for Benzo custom reorder
Email Completed Quote Requested
2025-10-07 19:08
View Edit
Hi Cassidy, Your request has been received and sent to our team for processing. We will send over the updated quote once completed. This usually takes 1-3 business days. Just a heads up you wi...
Questions to get quoted
Email Completed
2025-10-02 13:55
View Edit
Hi Cassidy, Anything you need moving forward please feel free to send direct to me and I will be happy to support you. For the Benzo, is this the Benzo 1 and 3 custom QC? All I need to know to ge...
updated them on analyte vendor search
Email Completed Due Oct 08, 2025
2025-10-01 15:39
View Edit
Hi Cassidy, I wanted to circle back with an update that our purchasing team has not been able to locate a supplier for this outside cerilliant. We are still waiting to hear back from a few of our ...
Feedback on them needing to know lot number and EXP date prior to order to meet there goals
Email Completed
2025-09-26 13:38
View Edit
Hi Andrew – Thank you for checking for us it is greatly appreciated it. That sounds good, I check with a lot of vendors on expiration already as well. Have a great weekend, Cassidy LeMa...
QBR action items and out side the box help to find an analyte vendor.
Follow-up Completed Due Oct 02, 2025
2025-09-25 19:21
View Edit
Hi Cassidy, Thanks for your time today and all the valuable insights you shared with us. I reached out to our purchasing team to see if we have any partners that stock the analyte. It may take th...
Request to delay QBR
Email Completed Due Oct 01, 2025 Information Gathering
2025-09-04 19:49
View Edit
Replying to their request to delay the QBR with a link to my calendly for booking. Hi Cassidy, Student lab sounds both exciting, and possibly chaotic! I hope that goes well 😊 You can use my Ca...
Loss of cotinine testing business
Email Completed Lost Opportunity
2025-09-04 19:46
View Edit
The replied to an earlier follow up and said they are sufficiently supplied on materials and still using most of their ongoing product but have stopped using cotinine QC due to discontinuation of the ...
Reaqching out to new contact to see if they should be included in QBR
Email Completed Information Gathering
2025-09-03 15:26
View Edit
Hi Jenn, So great to hear you are still with Marshfield and congrats on the new role! I am a little bummed we won’t get to work together but I really appreciate you sharing Aftons contact informat...
Jennifer is no longer a great contact, but has provided the new contact info
Follow-up Completed Successful
2025-09-03 15:16
View Edit
Hi Andrew! So nice to hear from you! 😊 I transitioned to a new role, where I no longer am directly related to our onsite testing. I am cc-ing the new manager for Toxicology/Special Chem on this em...
Scheduling Our Quarterly Business Review (CID:024450)
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-03 14:38
View Edit
Hi Cassidy, 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. ...
Reaching out to see if Jennifer is still a contact
Email Completed Information Gathering
2025-09-03 14:35
View Edit
I previously worked with Jennifer Winterhack whom no longer appears to be the most recent contact on this account, but according to Linked in is still with the hospital. Reaching out to see if she is...
Checking to see if they are still using custom QC's not reordered within the last year
Email Completed Information Gathering
2025-08-28 14:47
View Edit
Hey Cassidy, I hope summer has been treating you well. I was reviewing your account and see a few custom QC’s we haven’t seen ordered in a year or more. I was hoping you could provide a quick upd...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5805 $5987.00 Accepted 2025-10-08 2026-01-06
5508 $708.00 Accepted 2025-07-03 2025-12-31
5745 $219.60 Accepted 2025-09-24 2025-12-31
5745 $219.60 Accepted 2025-09-24 2025-12-31
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-25 Completed 2025-09-25 9 Edit