OPTIONS LABORATORY

Customer ID: 100516

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$15065.16

September 2025

Activity Summary

October 29, 2025

September 11, 2025


17

Activities

2

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 29, 2025 17 activities 2 quotes 0 QBRs Value $15065
Insights
  • OPTIONS LABORATORY has a perfect health score of 10/10, indicating strong engagement and satisfaction.
  • The customer has recently placed significant orders, with accepted quotes totaling $15,065.16.
  • Frequent email communication and follow-ups suggest active collaboration and interest in ongoing business.
Risks
⚠️The industry is unknown, which could limit tailored strategies for customer retention and growth.
⚠️Heavy reliance on email communication may risk missing nuanced customer needs without in-person or alternative contact methods.
Opportunities
📈The recent addition of multiple contacts provides a chance to strengthen relationships and understand the customer’s organizational structure better.
📈With high engagement levels, there's potential to introduce additional services or products that align with their current needs.
📈The recent interest in validation samples could be leveraged to upsell or cross-sell related offerings.
Contacts
ANGOLI CROATT

2025 LAB MANAGER

acroatt@options-lab.com

Bryan Wagner

bwagner@options-lab.com

DAVID WAGNER

DWAGNER@OPTIONS-LAB.NET

Jake Ige

Director of Business Development

jigel@options-lab.com

KRISTEN KUNSTMAN

Kristen.kunstman@nm.org

MARY STERN

mstern@options-lab.net

MATTHEW ZA

mstern@options-lab.com

Recent Activities
Log Activity
5588 5589 placing the order
Email Completed
2025-10-29 20:04
View Edit
Hi Angoli, Thank you for this update and for your order. I am adding in our team @Support@UTAK who will process your order from here. You should get your confirmation within 1 business day. Or...
5588 and 5589 signed quote received, moving towards order
Email Completed
2025-10-29 17:28
View Edit
Hi Angoli, Signed quotes received! Are you ready to place the order? If so we will need either you formal PO (preferred) or if you don’t do formal PO please provide the following: 1. PO number...
5588 and 5589 sending updated quotes
Email Completed
2025-10-29 13:52
View Edit
Hi Angoli, Attached please find your updated quotes. A 10 pack option has been added to each quote, as well as the sample has been changed to a finished validation sample. Let us know if you have...
COnfirimg updated QTY to quote 5588 and 5589
Email Completed
2025-10-27 20:16
View Edit
Hi Angoli, Sounds great! We will add a 10 pack purchase option to both quotes as well as switch from the sample being of the starting matrix to the sample being of the finished product prior to sh...
Will want validaton samples, confirming QTY change first then requesting validation samples and updated qty
Email Completed
2025-10-27 15:43
View Edit
Hi Angoli, Thanks for the update! The “Validation Sample” is the sample you are talking about. I can have the quote switched to include this. So I can update it all at once, can you confirm the ...
Quote 5588 5589 follow up
Follow-up Completed
2025-10-22 18:49
View Edit
Hi Angoli, I wanted to circle back with you to see if you had any update either way on these quotes? If you have any questions or concerns please don’t hesitate to reach out to me. Thank you,
quotes 5588 and 5589 follow up
Email Completed
2025-10-13 21:01
View Edit
Hi Angoli, I wanted to circle back with you to see if your team was planning to reorder these or not, can you provide an update? Any reply is appreciated! If I can help let me know. Bonus poin...
Added contact: MATTHEW ZA
Contact Management Completed
2025-09-26 19:27
View Edit
Added new contact: MATTHEW ZA, Email: mstern@options-lab.com
Added contact: MARY STERN
Contact Management Completed
2025-09-26 19:26
View Edit
Added new contact: MARY STERN, Email: mstern@options-lab.net
Added contact: KRISTEN KUNSTMAN
Contact Management Completed
2025-09-26 19:26
View Edit
Added new contact: KRISTEN KUNSTMAN, Email: Kristen.kunstman@nm.org
Added contact: Jake Ige
Contact Management Completed
2025-09-26 19:26
View Edit
Added new contact: Jake Ige, Title: Director of Business Development, Email: jigel@options-lab.com
Added contact: DAVID WAGNER
Contact Management Completed
2025-09-26 19:26
View Edit
Added new contact: DAVID WAGNER, Email: DWAGNER@OPTIONS-LAB.NET
Added contact: Bryan Wagner
Contact Management Completed
2025-09-26 19:26
View Edit
Added new contact: Bryan Wagner, Email: bwagner@options-lab.com
Added contact: ANGOLI CROATT
Contact Management Completed
2025-09-26 19:25
View Edit
Added new contact: ANGOLI CROATT, Title: 2025 LAB MANAGER, Email: acroatt@options-lab.com
Quote 5589 Follow Up
Email
2025-09-08 23:14
View Edit
Hi Angoli, I wanted to check in and see if you had any questions about Quote #5589 we sent over on August 4th . We’re happy to clarify any details or adjust it to better fit your needs. I’ll be ...
Following Up & Planning Ahead (CID:100516)
Follow-up
2025-09-08 10:12
View Edit
Hello Options Labs Team, I hope you’re doing well! I just wanted to follow up on Quotes 5588 and 5589. I’ve re-attached the quote here for your convenience. If you have any questions or need to mak...
Quick Follow-up On Your Quote
Email Due Sep 11, 2025
2025-09-03 21:37
View Edit
Quote FOllow ups with Angoli Quote #5589 and Quote #5588 acroatt@options-lab.com
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5588 $7379.70 Accepted 2025-08-04 2025-11-02
5589 $7685.46 Accepted 2025-08-04 2025-11-02

No QBRs scheduled.