CLINICAL PATH LAB (SONIC REFERENCE LABORATORY)

Customer ID: 008947

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Raleigh

10/10

$48818.88

August 2025

Activity Summary

November 24, 2025

September 30, 2025


54

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 24, 2025 54 activities 2 quotes 0 QBRs Value $48819
Insights
  • The customer has an excellent health score of 10/10, indicating high satisfaction.
  • The total customer value is $48,818.88, with all quotes won.
  • Recent activities show consistent engagement through emails.
  • The customer has a perfect win rate of 100% on quotes.
Risks
⚠️There is no open pipeline, suggesting a potential risk of future business if no new opportunities are identified.
⚠️The QBR (Quarterly Business Review) count is 0, indicating a lack of formal review meetings which could affect relationship depth.
Opportunities
📈With a high health score and win rate, the account manager could explore upselling or cross-selling additional services.
📈Engaging in QBRs could strengthen the relationship and uncover further business opportunities.
📈The consistent use of emails suggests an opportunity to introduce other communication channels for enhanced engagement.
Contacts
NILAY BHAVSAR

nbhavsar@sonicreferencelab.com

C. Vasquez

cvasquez@cpllabs.com

R. Link

RLINK@SONICREFERENCELAB.COM

John Woody

JWoody@sonicreferencelab.com

Dr. Nicholas Laude

NLaude@sonicreferencelab.com

S. Garza

sgarza@sonicreferencelab.com

Amoruso

amoruso9@aol.com

Dl Cozzens

dlcozzens@verizon.net

Recent Activities
Log Activity
Complaint conclusion follow up questions
Email
2025-11-24 20:00
View Edit
Hi Nilay, The methanol dilutions are done to the drug stock prior to spiking the product. It’s standard for us in production to use the methanol dispenser for these dilutions, We did have to do m...
COmplaint conclusion
Email
2025-11-24 17:32
View Edit
Hi Nilay, Our team has completed the review from the manufacturing of the current lots you have. Everything checked out as far as paperwork, calibration, calculations etc. There was no indication...
Support ticket started, free SMX and working for next 50K order expected ASAP
Email
2025-11-19 18:00
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Hi Amber, Thank you for sending over the data. We have opened support ticket# 1062 for investigation. I have escalated this and asked our senior staff to lead the review. Either me or a member o...
Sending 5962 and getting data for technical complaint
Email
2025-11-19 15:14
View Edit
Hi Nilay, Our team has reviewed this product, and we agree an in process sample is the best path forward for your next order. Attached please find the updated quote to use when you are ready to pl...
Sending credit and requesting data for complaint
Email
2025-11-18 15:06
View Edit
Good Morning Nilay, Our team has issued the credit for the two bottles of SMx serum we discussed, and the documentation is attached for your records. We have applied this credit to the original invoi...
Customer call is technical complaint on 50K custom
Call
2025-11-17 17:44
View Edit
Nilay Bhavsar - November 17 VIEW RECORDING - 32 mins (No highlights): https://fathom.video/share/7dXissp7s_MTNfmWngSsFDwAwvwtS4ze --- 0:06 - Andrew Hartmann (UTAK Laboratories) Are you able ...
Customer booked a call via calendly- Assumed new product discussion but unknown
Email
2025-11-13 20:16
View Edit
Customer booked a call via calendly- Assumed new product discussion but unknown
Added contact: Dl Cozzens
Contact Management Completed
2025-11-11 22:27
View Edit
Added new contact: Dl Cozzens, Email: dlcozzens@verizon.net
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 22:26
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 21:52
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 21:52
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 21:52
View Edit
Dear Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. Aft...
Added contact: Amoruso
Contact Management Completed
2025-11-11 21:50
View Edit
Added new contact: Amoruso, Email: amoruso9@aol.com
Added contact: S. Garza
Contact Management Completed
2025-11-11 21:50
View Edit
Added new contact: S. Garza, Email: sgarza@sonicreferencelab.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 21:50
View Edit
Dear CLINICAL SCIENCE LAB, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-11 21:49
View Edit
Dear Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY), I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:16
View Edit
Dear Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY), I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:16
View Edit
Dear Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY), I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 23:16
View Edit
UTAK Feedback Request - RUO Blank Matrix LabelingDear Dear CHILDRENS HOSPITAL OF WISCONSIN, I hope this message finds you well. We are writing to inform you and get your feedback on a change to the...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:59
View Edit
Dear John, Thank you for your kind and thoughtful reply. We likewise appreciate you sharing the most appropriate points of contact moving forward. This feedback is very important to us, and I ha...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:58
View Edit
Thank you, Woody, Analytical Chemistry uses UTAK controls exclusively as part of LDTs; we are responsible for qualifying these materials during our method validation. Perhaps there is concern with ...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:58
View Edit
Raleigh, please see our responses below from Dr. Nicholas Laude. Also, please update your points of contact to include: (in addition to Cindy A. Vasquez (cvasquez@cpllabs.com)) nlaude@sonicref...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:58
View Edit
Raleigh, please see our responses below from Dr. Nicholas Laude. Also, please update your points of contact to include: (in addition to Cindy A. Vasquez (cvasquez@cpllabs.com)) nlaude@sonicref...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:57
View Edit
Dear Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY), I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our ...
FW: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-10 19:57
View Edit
UTAK information… FYI. Thank you, John Woody MS, MLS,MB (ASCP
Added contact: Dr. Nicholas Laude
Contact Management Completed
2025-11-10 19:56
View Edit
Added new contact: Dr. Nicholas Laude, Email: NLaude@sonicreferencelab.com
Added contact: John Woody
Contact Management Completed
2025-11-10 19:56
View Edit
Added new contact: John Woody, Email: JWoody@sonicreferencelab.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:30
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:30
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:35
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:34
View Edit
UTAK Feedback Request - RUO Blank Matrix LabelingDear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a chan...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:34
View Edit
UTAK Feedback Request - RUO Blank Matrix LabelingDear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a chan...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:33
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
Added contact: R. Link
Contact Management Completed
2025-11-03 20:32
View Edit
Added new contact: R. Link, Email: RLINK@SONICREFERENCELAB.COM
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:32
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 20:32
View Edit
Dear CLINICAL PATH LAB (SONIC REFERENCE LABORATORY) I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank ...
Added contact: C. Vasquez
Contact Management Completed
2025-11-03 20:31
View Edit
Added new contact: C. Vasquez, Email: cvasquez@cpllabs.com
UTAK- what can we do for you?
Email Completed
2025-10-14 14:49
View Edit
Hey Nilay, How is the start of pumpkin spice season treating you? I wanted to reach out as I recall when we worked on the steroids panel you had mentioned if that worked well, likely having intere...
Added contact: NILAY BHAVSAR
Contact Management Completed
2025-10-14 14:45
View Edit
Added new contact: NILAY BHAVSAR, Email: nbhavsar@sonicreferencelab.com
Team Introduction
Email
2025-09-24 11:46
View Edit
Hi Cindy, Thanks for looping everyone in—really helpful. Hi all! I’m Quinton, your point of contact at UTAK for quotes, product questions, and order support. If you have any active needs (new qu...
2ns QBR Booking Attempt - sgarza@sonicreferencelab.com
Email
2025-09-24 10:16
View Edit
Hi, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so far - ...
2nd QBR Booking Attempt - 'mpikulski@cpllabs.com'
Email
2025-09-24 10:13
View Edit
Hello Dr. Pikulski I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with ...
2nd QBR Booking Attempt - 'dhernandez@cpllabs.com'
Email
2025-09-24 10:11
View Edit
Hi Diane, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so ...
2nd QBR Booking Attempt - Cindy A. Vasquez <cvasquez@cpllabs.com>
Email
2025-09-24 10:08
View Edit
Hello Cindy, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK ...
2nd QBR Booking Attempt - cradojicic@sonicreferencelab.com
Email
2025-09-24 09:45
View Edit
Hi Chau, I’m Quinton Reed, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK so f...
update on deposit ETA
Email Completed
2025-09-09 13:25
View Edit
Hi Nilay, Thanks for the update! Our team will be on the look out for this and once received we will get your order shipped. Thank you, Andrew Hartmann Business Development Manager – 2502...
FOllow up to get the deposit
Follow-up Completed
2025-09-08 20:14
View Edit
Happy Monday Nilay, I hope you had a nice weekend. I wanted to let you know we have your product completed but have not yet received the deposit needed to ship it out. Do you have any updates on ...
Following Up on 5542 & Planning Ahead (CID: 052100)
Follow-up
2025-09-05 15:39
View Edit
Hi Team, I hope you’re doing well! I just wanted to follow up on Quote #5542. I’ve re-attached the quote here for your convenience. If you have any questions or need to make adjustments—whether to ...
Scheduling Our Quarterly Business Review (CID: 008947)
Email Due Sep 30, 2025
2025-09-02 13:05
View Edit
Hi Clinical Path Lab Team, I hope you’re doing well! Hard to believe another quarter has flown by. I’d love to set aside some time for our Quarterly Business Review so we can catch up and plan ahea...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5962 $48636.00 Accepted 2025-11-18 2026-02-16
5542 $182.88 Accepted 2025-07-17 2025-12-31

No QBRs scheduled.