OMEGA LABORATORIES

Customer ID: 34765

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

7/10

$18331.00

August 2025

Activity Summary

October 21, 2025

Not scheduled


8

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 7/10 Last contact Oct 21, 2025 8 activities 2 quotes 0 QBRs Value $18331
Insights
  • OMEGA LABORATORIES has a solid health score of 7/10.
  • The customer value is relatively high at $18,331.
  • Andrew, the account manager, has successfully secured one significant deal.
Risks
⚠️The lack of QBRs suggests limited strategic engagement.
⚠️Limited pipeline with only one open opportunity valued at $1,018.
Opportunities
📈High win rate (100%) indicates potential for future successful deals.
📈Recent acceptance of quotes suggests readiness to engage, paving the way for upsell or cross-sell.
Contacts
Jack Tisher

Purchasing

jtisher@omegalabs.net

330-628-5748

Recent Activities
Log Activity
Request to reorder urine
Email
2025-10-21 21:21
View Edit
Hi Anil, The quote you used for your last order is still valid until the end of the year, please find attached. You may use this quote to place the order, and yes, do be sure to put the US shippin...
Last attempt at QBR
Email Completed
2025-10-06 19:24
View Edit
Hi Jack, I wanted to circle back with you to see if we could set up a time to chat in the next week or two. Since I will be your dedicated point of contact moving forward I would love to connect, ...
Updated contact: Jack Tisher
Contact Management Completed
2025-09-17 14:42
View Edit
Updated contact 'Jack Tisher' (minor changes)
Shipping update and 2nd attempt to schedule QBR
Email Completed Due Oct 07, 2025 Relationship Building
2025-09-08 14:14
View Edit
Great news Jack! Thanks for this update! Let us know if we can be of any support. I am going to be your account manager moving forward. Can we set up some time in the next few weeks to connect...
Updated jack we could not get it shipped yesterday but it will ship today
Call Completed Relationship Building
2025-09-05 20:11
View Edit
He needs the product ASAP and approved us to ship the frozen product over the weekend. I called him and he shared feedback we always use enough dry ice in his package he was not worried about it ship...
order and ship schedule managment
Call Completed Information Gathering
2025-09-04 19:35
View Edit
Jack hadn't realized he needed to return sample approval form and is asking for same day shipment. We dont yet have his shipping schedule for this order so reaching out to confirm that in hopes of sh...
Scheduling Our Quarterly Business Review (CID:034765)
Email Completed Due Sep 15, 2025 Needs Follow-up
2025-09-03 19:49
View Edit
Hi Jack, 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. W...
FOllowed up on new hair order
Follow-up Completed Information Gathering
2025-08-29 14:09
View Edit
They were low on supplies so we made an exceptipn on their hair order and sent the first shipment with the validation samples. FOllowed up to see how the material is working and provide the approval ...
Open Quotes
1
Total Value
$1018
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6062 ! $1018.00 Sent 30% 2025-12-17 2026-03-17 Expiring
5576 $18331.00 Accepted 2025-07-31 2025-10-29
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1

No QBRs scheduled.