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


20

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 24, 2025 20 activities 2 quotes 0 QBRs Value $48819
Insights
  • Health score is perfect at 10/10, indicating a strong relationship.
  • Recent high-value quote accepted for $48,636.00 suggests significant business engagement.
  • Frequent email communication indicates active client management.
Risks
⚠️Multiple recent emails and a call related to a technical complaint could indicate issues with products or services.
⚠️The need for a follow-up on complaint resolution suggests potential dissatisfaction.
⚠️High volume of technical complaints could strain customer satisfaction if not resolved promptly.
Opportunities
📈Recent acceptance of a high-value quote presents an opportunity for strengthening the relationship through successful delivery.
📈Potential for future orders as indicated by "next 50K order expected ASAP."
📈Engaging with new contacts added could broaden communication channels and enhance service delivery.
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
View Edit
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 ...
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.