ORION LABORATORIES

Customer ID: 101154

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

December 02, 2025

Not scheduled


19

Activities

1

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Dec 02, 2025 19 activities 1 quotes 1 QBRs
Insights
  • ORION LABORATORIES has a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • There is a significant quote in progress valued at $87,645, but no sales have been closed yet.
  • Recent activities are heavily email-focused, suggesting ongoing communication.
Risks
⚠️No sales have been won, and the win rate is currently 0%, which could indicate challenges in closing deals.
⚠️All customer interactions are handled as a house account, which might imply less personalized attention.
Opportunities
📈A large open pipeline suggests potential for a significant sale if the quote is successfully converted.
📈Consistent communication and a QBR (Quarterly Business Review) could strengthen the relationship and increase chances of closing the deal.
Contacts
ERIN KIRBY

ekirby@orion.healthcare

Recent Activities
Log Activity
Aftercall follow up
Email
2025-12-02 16:32
View Edit
Hi Erin, Great connecting with you as always. Leaving some notes for myself below so I don’t forget anything when updating your quotes. When you have the panel finalized please send it over in th...
Call transcript
Call
2025-12-02 16:30
View Edit
UTAK touch point & panel updates - December 02 VIEW RECORDING - 24 mins (No highlights): https://fathom.video/share/y2s-snx_1Fpj3DgZxRgjaFATVsbsRzBA --- 0:00 - Erin Kirby (Orion Laboratories | ...
Booking a call to review large panel quote
Email
2025-11-24 17:45
View Edit
Hi Erin, Thanks for all the updates, looking forward to connecting with you. Happy thanksgiving!
Placing the order
Email
2025-11-20 16:34
View Edit
Thanks Erin, Adding in our team @Support@UTAK who will process this order and send confirmation. Orders team- See below order for processing. ORION LABORATORIES 101154 PO# 0415 Shipping Add...
Call action items completed
Email
2025-11-20 15:19
View Edit
Hi Erin, Thanks for the clarification on the oral fluid needs. Below is your pricing as well as what lots we have available. To place an order please provide a PO number, confirm your shipping ad...
Oral fluid and 87K quote call
Call
2025-11-20 15:18
View Edit
Had a phone call wth Erin to review oral fluid needs as well as touch base on large custom quote. SHe is still finalizing the drug list and expecting that around week 2 of December. They are trying ...
5794 follow up
Email
2025-11-18 21:53
View Edit
Hey Erin, I hope your week is off to a great start. I was hoping you could provide an update here on what your plans are regarding the attached quote? When we met it sounded like you would be sen...
5794 follow up to get updated drug list
Email Completed
2025-11-07 20:37
View Edit
Hey Erin, I hope you are having a great day! I wanted to touch base with you to see how your updated drug list is coming along. If you can provide an ETA it’s really helpful for me. Thank you,...
Quote 5794 follow up- need updated list of drugs from the customer
Email Completed
2025-10-24 15:04
View Edit
Happy Fri-Yeah Erin! I wanted to check in and see how putting together your updated drug list is going. Have you finalized a design yet? If you have, or have an ETA please keep me posted. Reach ...
Sending quote 5794
Email Completed
2025-10-08 19:01
View Edit
Hi Erin, Awesome getting to connect with you again. Attached is the quote for your review. When you have the updated drugs lets connect and get the options you want to see quoted. I put in the r...
Met to review quote 5794
Call Completed
2025-10-08 18:53
View Edit
Erin Kirby - October 08 VIEW RECORDING - 21 mins (No highlights): https://fathom.video/share/Xnep88LvMJyZQdkusB7bJ6Md4B3TWsgN --- 0:00 - Erin Kirby (Orion Laboratories | Baton Rouge LA) I'm ...
Meeting booked to review quote via calendly
Email Completed
2025-10-08 14:13
View Edit
The customer booked a meeting Via Calendly for later today
Trying to book a meeting to review large quote# 5794
Email Completed Due Oct 13, 2025
2025-10-08 13:44
View Edit
Good morning Erin, Our team has wrapped up your quote and it is ready for review. Can we set up a few minutes to walk over this together and answer any questions? You can book a time to review he...
UOM confirmed
Email Completed
2025-10-03 13:08
View Edit
Thanks for the quick update Erin! Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.661.567.0667 P +1.888.UTAK.LAB F +1.661.294.9272 – Book...
Clarifying UOM for the quote
Email Completed Due Oct 07, 2025
2025-10-03 12:58
View Edit
Hi Erin, Our team does have a follow up here. Can you confirm the unit of measure of all these concentrations is ng/mL? Thank you,
107 analyte QC requested out of QBR meeting
Email Completed Quote Requested
2025-10-02 21:42
View Edit
Hey Erin, Am I miss remembering, or did your list grow? I had it noted you had 80ish drugs but this one has 107! Never fear- still well within our capabilities 😊 I sent this to our team for pr...
QBR action items completed
Email Completed
2025-10-02 16:01
View Edit
Hi Erin, It was great to connect with you today. I really appreciate your time and all this valuable feedback you shared. To recap our action items see below and attached. Let me know what I an ...
QBR scheduled via Calendly
Email Completed
2025-09-30 20:02
View Edit
The customer booked a meeting time for QBR via calendly
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101154)
Email Completed
2025-09-16 18:25
View Edit
Hi Erin, 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. W...
Open Quotes
1
Total Value
$87645
Weighted Value
$0
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5794 ! $87645.00 Sent 30% 2025-10-08 2026-01-06 Expiring
Quote Intelligence Summary:
High Confidence (70%+)
0
Medium Confidence (40-70%)
0
Low Confidence (<40%)
1
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-10-02 Completed 2025-10-02 9 Edit