THE SWIFT INSTITUTE LABS (PREV TAHOE FRACTURE)

Customer ID: 101088

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$4592.00

September 2025

Activity Summary

October 23, 2025

Not scheduled


8

Activities

3

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 23, 2025 8 activities 3 quotes 0 QBRs Value $4592
Insights
  • The customer has a perfect health score of 10/10.
  • Andrew has successfully won a quote valued at $4,592.
  • The customer's total value to the company is $4,592.
Risks
⚠️There is no open pipeline, indicating a lack of upcoming opportunities.
⚠️The majority of communication has been through email, which may limit relationship-building.
⚠️The account manager 'House Account' has lost both quotes they managed, suggesting potential issues in closing deals.
Opportunities
📈With a high customer value and health score, there's potential to deepen the relationship and secure future deals.
📈Improve win rate by analyzing why 'House Account' lost quotes and applying successful strategies from Andrew.
📈Consider scheduling a Quarterly Business Review (QBR) to engage more actively with the customer and uncover new opportunities.
Contacts
BRANDY MANOSH

bmanosh@theswiftinstitute.com

775-567-3430

Recent Activities
Log Activity
Lead time question
Email Completed
2025-10-23 19:24
View Edit
Great Question Brandi! Lead time on this one is 15 business days, so roughly 3 weeks. I don’t want to get your hopes up, but we have been running ahead lately so I think its likely it would be a l...
Order is being submitted for custom QC
Email Completed
2025-10-23 19:16
View Edit
Hi Brandi, Thanks for the heads up, this is great news! We haven’t received the PO yet, but our team will send out your order confirmation within 1 day of us receiving it. Thank You, Andre...
confimring L2 concentrations
Email Completed
2025-10-15 16:43
View Edit
Got it! I sent this in to the team for update. I’ll let you know if they are looking to confirm anything further, otherwise we will send this once completed. Thank you, Andrew Hartmann Busi...
Asking about a second level
Email Completed
2025-10-15 16:22
View Edit
Hi Brandi, Can you send over a list of the desired target values for each analyte in the level 2? Happy to have it added once we confirmed desired concentrations. Thank you, Andrew Hartmann ...
5730 will be ordered, other 2 options wont be
Email Completed
2025-10-15 13:59
View Edit
Hi Brandi, Thanks for this update! I went ahead and closed out the other 2 quotes so we don’t keep following up with you on those options. If we can be any support please let me know. Have a G...
UTAK Labs quotes follow up- 5729, 5730, and 5731
Email Completed
2025-10-14 15:56
View Edit
Hi Brandi, How is the start of pumpkin spice season treating you? I wanted to touch base with you on a few quote options we sent to see if you had an update on your plans. Have you decided if you...
Added contact: BRANDY MANOSH
Contact Management Completed
2025-09-19 14:16
View Edit
Added new contact: BRANDY MANOSH, Email: bmanosh@theswiftinstitute.com, Phone: 775-567-3430
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101088)
Email Completed
2025-09-19 14:16
View Edit
Hi Brandy, 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 look ahead together. ...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5729 $2166.11 Rejected 2025-09-16 2025-12-15
5730 $4592.00 Accepted 2025-09-16 2025-12-15
5731 $1285.27 Rejected 2025-09-16 2025-12-15

No QBRs scheduled.