UNIVERSITY OF WASHINGTON

Customer ID: 56000

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Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$5874.00

August 2025

Activity Summary

September 08, 2025

Not scheduled

4

Activities

2

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 08, 2025 4 activities 2 quotes 1 QBRs Value $5874
Insights
  • ✅The customer has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅The account manager, Andrew, has managed all interactions, suggesting a consistent point of contact.
  • ✅Recent activities include proactive engagement strategies like calls and follow-ups.
Risks
⚠️The win rate is currently at 50%, with one lost quote indicating potential competition or pricing concerns.
⚠️There are no open pipelines, which may indicate a lull in ongoing sales efforts or opportunities.
Opportunities
📈The customer value of $5,874 from the won quote suggests room for upselling or cross-selling.
📈Continued engagement through QBRs and follow-ups could uncover additional needs or opportunities.
📈Positive health score can be leveraged to deepen the relationship and explore new project possibilities.
Contacts
Fred Woo

Medical Laboratory Scientist Lead

fwoo@uw.edu

Minh Hoang

mhoang74@uw.edu

Dongpei Liu

dpeiliu@u.washington.edu

Brook Mason

MLS Lead

masonbo7@uw.edu

206-598-6239

ANDREA MOORE

Medical Laboratory Scientist 2

moore2aj@uw.edu

Recent Activities
Log Activity
QBR with Andrea Moore
Call Completed Successful
2025-09-08 15:28
View Edit
ACTION ITEMS ✨ Adjust PO 2103 - change ship date from 9/29 to Nov, add notes for Nov 1+ production & ship before Dec Nicole Miller Inform leads that Andrew Hartmann is new dedicated ...
Planning to order quote 5599 and not order 5600
Follow-up Completed Information Gathering
2025-09-05 17:11
View Edit
Customer was quoted a verified and unverified option. They will be ordering the unverified option. There may be an obstacle in the customers email request specific ship widows that don't align with ...
UTAK Labs quote follow up- 5599 and 5600
Follow-up Completed Decision Pending
2025-09-05 13:52
View Edit
Hi Andrea, I hope you are having an awesome Fri-Yeah! I wanted to touch base with you on the attached quotes we sent for a reorder of the AMPH controls. Are you able to provide an update on your ...
Scheduling Our Quarterly Business Review (CID:056000)
Email Completed Due Sep 18, 2025 Needs Follow-up
2025-09-04 19:31
View Edit
Hi Team University Of Washington, 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 ...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5600 $7391.00 Rejected — 2025-08-06 2025-11-04 —
5599 $5874.00 Accepted — 2025-08-06 2025-11-04 —
QBRs
Schedule QBR
Quarter Scheduled Status Completed Customer Sat
Q3, 2025 AH 2025-09-08 Completed 2025-09-08 9 Edit