W.H.P.M INC

Customer ID: 62265

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

8/10

$0.00

September 2025

Activity Summary

November 10, 2025

Not scheduled


10

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 8/10 Last contact Nov 10, 2025 10 activities 1 quotes 0 QBRs
Insights
  • Customer has a relatively high health score of 8/10.
  • All recent interactions have been via email, indicating a preference or reliance on this communication method.
  • The customer has been categorized as a "House Account," which may indicate less personalized attention.
Risks
⚠️Win rate is currently at 0.0%, with all quoted deals lost.
⚠️There is no open pipeline, suggesting a lack of ongoing or potential future deals.
⚠️No recent Quarterly Business Reviews (QBRs) have been conducted, indicating a possible lack of strategic engagement.
Opportunities
📈Improving engagement strategies beyond email may enhance customer relationships.
📈Conducting a QBR could identify areas for growth and better align with customer needs.
📈Exploring reasons for the lost quote could provide insights to improve future win rates.
Contacts
CHRIS PATTERSON

ceo

cpatterson@whpm.com

Recent Activities
Log Activity
Quote 5893 follow up
Email Completed
2025-11-10 22:37
View Edit
Happy Monday (if that’s a thing)! Just wanted to circle back on this quote to see if you had a chance to review. I am curious for your thoughts and to know how we compare to your current vendor. ...
Sending 5893
Email Completed
2025-11-03 14:48
View Edit
Hi Chris, I hope you enjoyed your extra hour of Zzz’s this weekend. Attached is the quote for our synthetic urine. We quoted both a 15 liter and 30 liter size. Being blank matrix not a huge pric...
Re: WHPM and UTAK
Email Completed
2025-10-31 17:36
View Edit
Hey Andrew, Frozen is ok. As long as it is consistent from lot to lot. Christopher M. Patterson Vice President Product Development & Marketing
quoting for urine and biochemical diagnostics is not replying to them
Email Completed Quote Requested
2025-10-31 13:54
View Edit
Hey Chris, Thanks for the intel, very curious they just disappeared. They are now part of a much larger company so I would not have expected to see a sudden stop in business. I’ll get to work o...
Maybe quoting for blanks, having trouble getting our product to where they use it
Email Completed
2025-10-20 14:32
View Edit
Hey Chris, The Orange man strikes again! I have heard from a lot of customers having trouble getting things into the country, but this is the first I have heard about new challenges exporting. He...
WHPM and UTAK
Email Completed
2025-10-14 14:43
View Edit
Hey Chris, How is the start of pumpkin spice season treating you? I was hoping to connect as we haven’t seen you reorder those oral fluid QC’s, and you haven’t let us quote the other materials you...
Added contact: CHRIS PATTERSON
Contact Management Completed
2025-10-14 14:40
View Edit
Added new contact: CHRIS PATTERSON, Title: ceo, Email: cpatterson@whpm.com
QBR Invite Sent - 'rlai@whpm.com'
Email
2025-09-08 14:53
View Edit
Hi Ron, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you throu...
QBR Invite Sent - Danny Gao <dgao@whpm.com>
Email
2025-09-08 14:51
View Edit
Hi Danny, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you th...
UTAK Updates That Could Help Simplify Things (CID: 062265)
Email
2025-09-08 14:35
View Edit
Hi Cici, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you thr...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5893 $17394.00 Rejected 2025-11-03 2026-02-01

No QBRs scheduled.