LABTECH DIAGNOSTICS

Customer ID: 101503

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$870.60

September 2025

Activity Summary

December 04, 2025

Not scheduled

10

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 04, 2025 10 activities 1 quotes 0 QBRs Value $871
Insights
  • ✅LABTECH DIAGNOSTICS has a high health score of 9/10, indicating strong satisfaction and engagement.
  • ✅The customer recently accepted a quote valued at $870.60, showing willingness to invest.
  • ✅Frequent communication, especially through emails, suggests active interest and engagement in ongoing transactions.
Risks
⚠️The industry is unknown, which may limit tailored support or targeted offers.
⚠️The last contact was on December 4, 2025; maintaining regular contact is crucial to sustain engagement.
Opportunities
📈Explore potential upsell or cross-sell opportunities given the positive health score and recent acceptance of a quote.
📈Establish more regular communication or check-ins to reinforce the relationship and address any potential needs.
📈Identify the customer's industry to offer more customized solutions and targeted marketing efforts.
Contacts

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Recent Activities
Log Activity
5863 follow up
Email
2025-12-04 17:04
View Edit
Hi Daniella, I hope pumpkin spice season has been treating you well. I wanted to touch base as I see we sent you a quote for a custom 1 liter fill of our SMx Serum. I was hoping you could provide...
RE: RE: Follow-Up on Quote # 5439
Email
2025-10-23 17:47
View Edit
Hi Daniella, It was such a pleasure meeting you and the team yesterday! I’m sharing both the custom quote and the CoA for Lot D7208 you requested. Attaching your previous quote for quick reference ...
Re: RE: Follow-Up on Quote # 5439
Email
2025-10-22 21:50
View Edit
I wanted to share that we will be a few minutes delayed to our call – our sincerest apologies. We will be with you momentarily. Best, Raleigh
Re: RE: Follow-Up on Quote # 5439
Email
2025-10-22 21:50
View Edit
Hi Raleigh, Okay thanks for letting us know. We’re currently in the meeting. Best, Daniella Gonzalez Scientist/Developmental Scientist
Quote Request - CID 101503
Email
2025-10-22 21:50
View Edit
Can you please generate a quote for custom fill size of 1 bottle x 1 L of SMx Serum for CID 101503?
Daniella Gonzalez - October 22
Call
2025-10-22 21:45
View Edit
Daniella Gonzalez - October 22 VIEW RECORDING: https://fathom.video/share/pVQkMCTWSPCbGszTrp3xpJwii64T88-F Current product usage and needs @ 0:00 The lab representatives discussed their current u...
RE: Follow-Up on Quote # 5439
Email
2025-10-21 18:41
View Edit
Hi Quinton, I hope all is well. I was reaching out to you for another quote per the SMX serum. We went through this one pretty fast so I wanted to ask if UTAK offers larger sizes or if it would b...
RE: Follow-Up on Quote # 5439
Email
2025-10-21 18:41
View Edit
Hi Daniella, Hope you’re doing well! I wanted to share that since Quinton is no longer with UTAK, I’m glad to support in your stead. I think the best path forward would be to hop on a quick call...
RE: Updated Quote Request – 35700-SMX-S(F)
Email Quote Requested
2025-09-05 18:57
View Edit
Hi Wade, Good news—your existing quote for 35700-SMX-S(F) SMX Serum (Qty 1) is still active and valid through 12/31/2025, so an updated quote isn’t needed. If you’re ready to proceed, please sen...
Follow-Up on Quote # 5439 (CID: 101503)
Follow-up
2025-09-04 12:14
View Edit
Hi Daniella, I hope you're doing well! I just wanted to follow up on Quote #5439 for our SMx Serum. I’ve re-attached the quote here for your convenience in case it’s helpful. If you have any que...
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5439 $870.60 Accepted — 2025-09-04 2025-12-31 —
QBRs
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