UNIVERSITY OF VIRGINIA HEALTH SYSTEM

Customer ID: 55900

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$77897.00

August 2025

Activity Summary

November 14, 2025

Not scheduled


20

Activities

7

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 14, 2025 20 activities 7 quotes 1 QBRs Value $77897
Insights
  • The University of Virginia Health System has a perfect health score of 10/10.
  • The total customer value is significant at $77,897.
  • Recent activities primarily consist of emails, indicating a focus on digital communication.
Risks
⚠️The win rate is relatively low at 25%, suggesting potential challenges in closing deals.
⚠️There are as many lost quotes (3) as there are open ones, which could signal issues in the proposal or negotiation stages.
Opportunities
📈There is an open pipeline valued at $13,451, presenting a chance to increase the win rate.
📈Engaging more via calls or meetings might improve conversion rates from quotes to wins.
📈Leveraging the strong customer health score can be instrumental in strengthening the relationship and encouraging future opportunities.
Contacts
Clayton Breeding

Lead Technologist- Toxicology

cb5ha@uvahealth.org

Dr. Jose Tomsig

Laboratory Test Development

jt6g@virginia.edu

Recent Activities
Log Activity
update on in process order
Email
2025-11-14 16:40
View Edit
Hello Again, Good news! I was wrong about your in process order for the DAU controls and those got started in the process 11/5. The worst case ship date is 12/1, however it looks like we will lik...
Sending 5922, 5923, 5925, 5926, 5918, 5921
Email
2025-11-14 15:46
View Edit
Howdy! Please find attached your quotes requested. I appreciate your time in reviewing these. If you could please let me know one way or another once you have made decisions we would really appre...
QUote review call transcript
Call
2025-11-14 15:46
View Edit
Clayton Breeding - November 14 VIEW RECORDING - 11 mins (No highlights): https://fathom.video/share/dk_eugroGaLegqXiGh6zLch3PBf8TBf5 --- 0:00 - Andrew Hartmann (UTAK Laboratories) Hello, how...
QUote review meeting cnfirmed, booked via calendly
Email
2025-11-13 19:41
View Edit
Received! See you in the morning 😊 Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1.661.294.9272 – Bo...
2nd attempt to book a call
Email Completed
2025-11-13 19:11
View Edit
Hi Clayton, I wanted to circle back to see if we can set up a time to review these quotes tomorrow or next week? This link can book a time that fits your schedule. https://calendly.com/ahartmann...
Attempt to book quote review call
Email Completed
2025-11-10 14:38
View Edit
Happy Monday Clayton, Our team has gotten these quote completed and they are ready for review. Can you use the link in my signature to book a time that works for you to review these together? T...
6 cal quotes requested
Email Completed
2025-11-06 20:20
View Edit
Hi Clayton, Thanks for these details. I’ll get some quotes worked up and reach out when they are ready to review to book a time to walk through them together. We can get some feedback, see if we ...
Gathering details for multiple new product quotes
Email Completed
2025-10-31 18:44
View Edit
Hi Clayton, At first glance this all looks doable. Our team will do a more thorough check when quoting. In order to get this quoted, can you confirm: • For each panel, what is the ideal fill si...
IFU inquiry
Email Completed
2025-10-24 14:44
View Edit
Hi Clayton, Attached are the IFU requested. Thank You, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB...
Sending 5841
Email Completed
2025-10-15 18:00
View Edit
Hi Shain, Your quote has been completed and is attached for review. Please let me know any questions or concerns. Validation samples are added to this quote once we finish manufacturing we will s...
QUote requested for DAU reorder
Email Completed
2025-10-14 19:07
View Edit
Hi Shain, Request received! Our quoting team will get started and we will send over once completed. This may take 1-3 days. Thank you, Andrew Hartmann Business Development Manager – 2502...
Working towards updating a quote
Email Completed
2025-10-07 19:16
View Edit
Thanks for the update! I am looking forward to working closer with you and your team and excited to see what comes next. @Rowland, Shain C *HS when you send over the PDF if you could please clar...
clarifying how to place an order.
Email Completed Quote Requested
2025-10-07 18:57
View Edit
Hi Clayton, It looks like an updated quote will be needed as I don’t see any active quotes under your account. Can you confirm either that part numbers or the current lot numbers for the items you...
QBR action items follow up
Email Completed
2025-10-03 19:20
View Edit
Hi Clayton, Thanks so much for your time today. I really appreciated connecting and all the great feedback you all shared. I am looking forward to supporting your team. We would love to quote yo...
QBR rescheduled
Email Completed
2025-09-29 15:29
View Edit
Hey Andrew, Sorry about Friday, I was unexpectedly out of the office. 3rd time is definitely the charm. Appointment has been rescheduled.
No Show to QBR- attempting to rebook
Email Completed
2025-09-26 18:12
View Edit
Hi Clayton, Perhaps it’s true what they say, 3rd time is the charm! It looks like you may have gotten busy again today, do you think we can get something on the books next week? Thank you,
QBR rebooked for 9/26
Email Completed
2025-09-15 13:08
View Edit
Totally understand! I appreciate you rebooking and look forward to connecting with you. Cheers, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D...
Did not show up to QBR meeting so sending email to try and reschedule
Follow-up Completed Due Sep 17, 2025
2025-09-12 18:07
View Edit
Hey Clayton, I hope you are having an awesome Fri-Yeah! I had it on my calendar for us to connect around now but It looks like you may be busy. I wanted to follow up as I am eager to connect with...
QBR sheduled for Friday 9-12
Follow-up Completed Successful
2025-09-08 17:24
View Edit
The customer used Calendly to book the QBR.
Scheduling Our Quarterly Business Review (CID:055900)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 19:01
View Edit
Hi Team University of Virginia Health! 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...
Open Quotes
3
Total Value
$13451
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5926 ! $3039.00 Sent 30% 2025-11-10 2026-02-08 Expiring
5923 ! $3458.00 Sent 30% 2025-11-10 2026-02-08 Expiring
5921 ! $6954.00 Sent 30% 2025-11-10 2026-02-08 Expiring
5925 $13688.00 Rejected 2025-11-10 2026-02-08
5922 $5242.00 Rejected 2025-11-10 2026-02-08
5918 $82883.00 Rejected 2025-11-10 2026-02-08
5841 $77897.00 Accepted 2025-10-15 2026-01-13
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
3
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-10-03 Completed 2025-10-03 9 Edit