RTI INTERNATIONAL

Customer ID: 49500

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$0.00

August 2025

Activity Summary

November 24, 2025

Not scheduled


20

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 24, 2025 20 activities 2 quotes 1 QBRs
Insights
  • Health Score is perfect at 10/10, indicating strong engagement or satisfaction.
  • Andrew is the sole manager handling the account, with all activities and quotes managed by him.
  • Recent activities primarily consist of emails, suggesting frequent communication.
Risks
⚠️Customer Value is recorded at 0.0, indicating no financial transactions or purchases have been made.
⚠️All quotes have been rejected, with a 0% win rate, posing a challenge in closing deals.
⚠️No open pipeline suggests a lack of ongoing sales opportunities.
Opportunities
📈The high Health Score could be leveraged to understand what drives customer satisfaction.
📈Frequent communication via email may facilitate relationship building and uncover potential needs.
📈Opportunity to strategize with the account manager to convert engagement into financial value.
Contacts
Cynthia Lewallen

Manager, Laboratory Quality Assurance and Standardization Program

clewallen@rti.org

(919) 541-5977

Jonathan Stelter

jstelter@rti.org

Amy Evans

aevans@rti.org

Recent Activities
Log Activity
5700 chose a synthetic urine option from another company
Email
2025-11-24 19:22
View Edit
Thanks for the insights Amy, We really value our partnership and appreciate the opportunity. Please keep the door open if we can ever be of support. I would love the opportunity to continue worki...
5700 lost due to pricing
Email
2025-11-24 15:31
View Edit
Hi Jonathan, Thank you for this update. I’m bummed but totally understand how pricing is a motivating factor. To help us improve future offers, can you share a little insight into whom you we...
5700 quote follow up
Email
2025-11-18 22:02
View Edit
Hi Jonathan, Is there any updates from your end on the urine order? It’s been a bit since we heard from the RTI team so I wasn’t sure if you went a different route, or if our offer is still in the...
Quote 5700 follow up
Email
2025-11-05 20:11
View Edit
Hi Team RTI, I wanted to check in and see if there was any updates, or if there is an ETA when you expect a decision? I had miss understood the info from our team and we have actually started the ...
Added contact: Amy Evans
Contact Management Completed
2025-10-23 16:19
View Edit
Added new contact: Amy Evans, Email: aevans@rti.org
Added contact: Jonathan Stelter
Contact Management Completed
2025-10-23 16:19
View Edit
Added new contact: Jonathan Stelter, Email: jstelter@rti.org
Quote 5700 follow up
Follow-up Completed
2025-10-23 16:19
View Edit
Hi Jonathan, Our team wanted me to reach out to see if there were any updates on the larger urine order? We have not started the process to begin syphilis testing our donors until the order is pla...
5765 lost due to pricing- went with another vendor
Email Completed
2025-10-03 13:03
View Edit
Hi Jonathan, Thank you for the update and transparency. We appreciate the opportunity to offer our products. If there ever is a situation where you are looking to go elsewhere please do let me kn...
Quote 5765 follow up
Follow-up Completed
2025-10-02 21:21
View Edit
Hi Jonathan, I wanted to circle back with this quote as it sounded like it was a rush and I have not seen the order placed. Any updates from your end if you plan to move forward or not? Let me kn...
Sending quote 5700 with syphilis testing added
Email Completed Due Oct 21, 2025
2025-09-29 15:58
View Edit
Hi Team RTI, Nicole has been busy at work organizing the syphilis testing and we are good to go. Attached is your revised quote adding in this additional testing. You will notice about a 5% price...
Quote 5765 sent
Email Completed
2025-09-26 13:08
View Edit
Hi Jonathan, Thank you for reaching out to UTAK regarding your quote inquiry. Attached is the quote with pricing for the requested items. If you’d like to proceed with an order, please send a purcha...
QUote requested for 4 bottles of urine tied to new project- needed ASAP
Email Completed Quote Requested
2025-09-25 14:46
View Edit
You got it Jonathan, We will get the quote over to you as soon as it has been completed. Thank you, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355...
Call booked for syphilis conversation, will try to work in QBR
Follow-up Completed
2025-09-11 21:10
View Edit
They booked a meeting through calendly in response to our email asking for details on the syphilis testing requirements.
Sent quote and still attempting to book call to discuss sphilis testing requirements
Email Completed Due Sep 26, 2025
2025-09-11 14:12
View Edit
Hi Team RTI, We wanted to go ahead and send over the partially updated quote to move this conversation forward. Please note this quote does not include syphilis testing. There will be an addition...
following up to book a call to discuss syphilis testing requirements
Email Completed Due Sep 12, 2025
2025-09-10 13:27
View Edit
Thanks Jonathan, @Evans, Amy and @Lewallen, Cynthia do you have any time later today or tomorrow we could quickly connect on this request? Regards,
Quote 5700- meeting needed
Email Completed Due Sep 12, 2025 Needs Follow-up
2025-09-09 13:47
View Edit
Jonathan is defering to management, waiting to here back and setting this as a trigger to remind me to follow up in a few days if no update is received.
setting up call to discuss syphilis testing requirements
Email Completed
2025-09-09 13:42
View Edit
Hi Jonathan, Our team is working on this quote and running into a few questions regarding the syphilis testing and when this material will be needed by. Do you have some time tomorrow to connect o...
Quote needed for urine reorder
Email Completed Quote Requested
2025-09-08 20:29
View Edit
Similar to the feedback shared earlier, this quote request has a volume option significantly lower than previous orders indicating there may be a downward trend in sales to this account. Hi Jonatha...
Quarterly business review, they want to wait at least 1 month
Email Completed Due Oct 01, 2025 Needs Follow-up
2025-09-02 21:41
View Edit
Hi Andrew, I’d like to hold off a little longer. We’re undergoing a re-org and I want to be sure you get to talk to the right people. We should know more by the end of the month. Thanks, ...
Account check in/Quarterly Business Review- alert to risk to account health
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-02 21:15
View Edit
From: Andrew Hartmann <ahartmann@utak.com> Sent: Wednesday, August 13, 2025 4:46 PM To: Turner, Carmelita <cbt@rti.org>; Lewallen, Cynthia <clewallen@rti.org>; Stelter, Jonathan <jstelter@rti.org> ...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5765 $2678.00 Rejected 2025-09-26 2025-12-25
5700 $12674.00 Rejected 2025-09-09 2025-12-08
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-24 Completed 2025-09-24 - Edit