PATH GROUP

Customer ID: 35950

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$3746.00

August 2025

Activity Summary

December 01, 2025

January 28, 2026


26

Activities

4

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 01, 2025 26 activities 4 quotes 1 QBRs Value $3746
Insights
  • PATH GROUP maintains a perfect health score of 10/10.
  • The customer value is currently at $3,746.
  • There was a total of $60,934 quoted, with $3,746 won.
  • Andrew managed most of the quotes, winning 1 and losing 2.
Risks
⚠️The win rate is low at 25%, indicating potential issues in converting quotes to wins.
⚠️A majority of recent quotes were rejected, suggesting possible issues with pricing or proposal alignment.
Opportunities
📈Regular communication via email suggests the customer is engaged and reachable.
📈Potential to improve win rates by analyzing lost quotes and adjusting strategies accordingly.
📈The single QBR indicates room for increased structured communication and relationship-building efforts.
Contacts
Matt Bown

LCMS Application Specialist

MaBown@pathgroup.com

615-393-2316

Jordan Wesler

clinical laboratory manager

JBWesler@pathgroup.com

Recent Activities
Log Activity
Sending tracking info
Email
2025-12-01 21:23
View Edit
Hi Matt, Happy to report our team is making holiday miracles come true regarding lead times 😊 This order is packaged up and pending pick up by FedEx. You should have it tomorrow. Tracking ID: 39...
Rush updates
Email
2025-11-24 21:26
View Edit
Hi Matt, Best case scenario this order will ship on Monday next week, worst case is Wednesday shipment. Either way you should have it by Thursday of next week or before. Have a great Thanksgi...
Working to rush order for peth
Email
2025-11-24 19:19
View Edit
Hi Matt, I wanted to confirm receipt of this. Our team is going to reply and they will be providing you standard lead times based on the quote. Just wanted to let you know I am working on this be...
Sending tracking and approval form
Email
2025-11-18 15:22
View Edit
Hi Matt, Your matrix sample made it out the door ahead of schedule yesterday and is showing delivered at your location already this morning. FedEx tracking# 395452473047. Please spike with TH...
Confirming order will be rushed
Email
2025-11-14 16:22
View Edit
It’s me again already 😊 Got a quick answer- our team is putting this order in the fast lane. Your matrix sample should ship by next Wednesday at the latest for estimated delivery by Thursday. O...
Rush Requested
Email
2025-11-14 15:23
View Edit
Hi Matt, The 12/1 lead time is based on quoted times. I am working with our team to expedite this and should have a better ETA for you later today or by early next week. I think there is a decent...
THC serum order placed and wants update on sample
Email
2025-11-13 22:19
View Edit
Hi Matt, Thanks for this update. I can confirm the PO has been received and is in queue to be processed. I’ll follow along and keep you posted. Regards, Andrew Hartmann Business Developmen...
WIll order THC serum QC
Email
2025-11-12 15:17
View Edit
Thanks for the update Matt! We will keep our eyes out for the order. I am confident this process will result in a product that works for you. Its rare we hear of this issue and in almost all case...
Quote review meeting
Call
2025-11-11 17:42
View Edit
matt bown - November 11 VIEW RECORDING - 8 mins (No highlights): https://fathom.video/share/cKe-jxQu8pLtqxYz4aAkjBQfehwdfMsM --- 0:00 - Matthew Bown (PathGroup) Hey, Andrew, it's going well....
Customer booked quote review call via calendly
Email Completed
2025-11-10 18:05
View Edit
Customer scheduled a meeting vial calendly
THC quote is ready for review- trying to book meeting to go over it together
Email Completed
2025-11-10 14:42
View Edit
HI Matt, Our team has completed the quote for your serum THC quote and it is ready for review. Please use this link to book a time that works for you to go over this together. https://calendly.co...
Quotes 5796 and 5797 follow up
Email Completed
2025-10-29 16:53
View Edit
Hey Team Path, I wanted to circle back to see if you have had some time to review the quotes we sent. Curious for any additional feedback or questions you may have. If you want to see any other o...
5796 5797 quote review meeting
Call Completed
2025-10-15 16:37
View Edit
matt bown - October 15 VIEW RECORDING - 8 mins (No highlights): https://fathom.video/share/3pD_rTogGyQJT9ioQYsW_jg7GXxphGsA --- 0:00 - Matthew Bown Hey, Andrew. It's going well. How are you ...
Sending 5796 and 5797
Email Completed
2025-10-15 16:36
View Edit
Hi Matt and Jordan, Thanks for your time reviewing these. Please let us know if you have any questions or want to see any changes made. Thank you, Andrew Hartmann Business Development Manag...
meeting communications
Email Completed
2025-10-13 14:01
View Edit
Happy Monday Matt, Received and looking forward to connecting with you. Cheers, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0...
Quote review meeting booked via calendly
Email Completed
2025-10-13 14:00
View Edit
The customer used calendly to book a meeting to review the quotes
57965797 trying to set a meeting to review new CAL quotes
Email Completed Due Oct 13, 2025
2025-10-08 16:56
View Edit
Hi Matt, These quotes are completed and ready for review. There was a few notes our engineering team wanted me to raise with you. Can we set up a few minutes to review these together and get some...
Serum calibrator quote requested
Email Completed Quote Requested
2025-10-03 20:08
View Edit
Thanks Matt! I’ll circle back if the team has any follow up questions, otherwise I’ll connect with you when the quotes are ready to review. Should have them early next week. Thank you, Andre...
Clarifying info for a quote
Email Completed
2025-10-03 17:00
View Edit
Hi Matt, I am having trouble finding this analyte list. Could you send it over along with what the cut-off concentration is for each. With that we can figure out all the levels. What you laid ...
QBR action items- information needed to quote
Email Completed
2025-09-23 17:40
View Edit
Me again! I wanted to send a separate email to go over the Cals and your new panels. It’s the same info needed to quote Cals as it is QC. The only thing we need to know additionally if we are mak...
New product performance complaint- Serum is seperating
Email Completed
2025-09-23 17:38
View Edit
HI Matt, Thanks for your time on the call today and for sharing these pictures with us. Allow me to loop in @Kevin Kopp from the UTAK Technical Team to review and see what he has to say. Kevin-...
Added contact: Jordan Wesler
Contact Management Completed
2025-09-23 17:23
View Edit
Added new contact: Jordan Wesler, Title: clinical laboratory manager, Email: JBWesler@pathgroup.com
Biorad unity
Email
2025-09-23 17:10
View Edit
Not only do they use it, but the guy worked with Biorad earlier this year to get his UTAK customs set up in Unity. Some highlights from our talk are below, but he also said he is open to having someo...
QBR action items- follow up Q1 2026 for 4 new panels
Email Due Jan 28, 2026
2025-09-23 16:52
View Edit
They had interest in Vitamin B, Metals, Hormones, and Thyroid marker QCs in 2026. Reach out to see if they are ready to chat. Also remind them we do Cals as well. They didnt know we did this but ar...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:001650)
Email Completed Due Sep 25, 2025
2025-09-10 21:15
View Edit
Hi Matt, 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...
quote follow up and sending catalog
Follow-up Due Jan 28, 2026 Information Gathering
2025-08-29 14:33
View Edit
I hope summer has been treating you well. I wanted to touch base with you on the attached quote we sent to reorder your custom Drugs of Abuse QC. We hadn’t seen an order come in yet and wanted to re...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5927 $3746.00 Accepted 2025-11-10 2026-02-08
5797 $34440.00 Rejected 2025-10-08 2026-01-06
5796 $11660.00 Rejected 2025-10-08 2026-01-06
5587 $11088.00 Rejected 2025-08-04 2025-11-04
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-23 Completed 2025-09-23 8 Edit