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Amber Wren Coffee

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase
  • Find and message Amber Wren Coffee's owner on Instagram (identified in-store as the best contact channel); continue periodic in-person visits to try to catch the manager, who has no fixed schedulemedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: Amber Wren Coffee
  • Legal name: unknown
  • Business category: unknown (name suggests a cafe, but this is inferred from the name only, not confirmed)
  • Website: unknown
  • Instagram: unknown (owner is best reached via Instagram per in-store staff, but no handle has been captured)
  • Number of locations: unknown
  • Account owner: unknown

Locations

Location 1

  • Location name: unknown
  • Address: 307 Canal St, New York, NY 10013
  • Opening date: unknown
  • Shipping address: unknown
  • Status: unknown

Contacts

Contact 1

  • Name: unknown (owner; name not yet identified)
  • Role: Owner (inferred from note's reference to "owner contact")
  • Email: unknown
  • Phone: unknown
  • Preferred channel: Instagram (per in-store staff, as best way to reach owner)
  • Decision role: unknown, likely primary decision-maker as owner (inferred, not confirmed)

Contact 2

  • Name: unknown (manager; name not yet identified)
  • Role: Manager
  • Email: unknown
  • Phone: unknown
  • Preferred channel: in person (sometimes in store, no fixed schedule)
  • Decision role: unknown

Commercial Information

  • Current matcha supplier: unknown (not asked as of the visit on 2026-07-17)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: Warm lead; visited in person 2026-07-17. Staff indicated the owner is best reached via Instagram; the manager is sometimes in store but has no fixed schedule. No outreach has been sent yet.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: context drop note (_inbox/2026_08_04_text_note-3.md)
  • Open profile questions: identify the owner's name and Instagram handle; identify the manager's name and typical schedule; confirm current matcha sourcing; confirm business category, website, Instagram business account, and address/location details. Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Amber Wren Coffee is a warm prospect visited in person on 2026-07-17. In-store staff indicated the best way to reach the owner is through Instagram, and that the manager is sometimes in store but has no fixed schedule, so neither the owner nor the manager was spoken to directly during the visit. No Instagram handle has been captured, and current matcha sourcing has not been asked about. The plan going forward is a dual-channel approach: message the owner on Instagram and continue in-person visits to try to catch the manager, with the goal of scheduling a tasting session.

Key People

  • Owner — Owner (inferred), likely primary decision-maker — name and Instagram handle not yet known; best reached via Instagram per in-store staff
  • Manager — Manager — name not yet known; sometimes in store, no fixed schedule

Customer Needs

  • Primary use case: unknown
  • Expected volume: unknown
  • Flavor preference: unknown
  • Color preference: unknown
  • Target price: unknown
  • Lead-time requirement: unknown
  • Packaging preference: unknown

Commercial Assessment

  • Current stage: identified — visited in person 2026-07-17; contact path to the owner (Instagram) identified, but no outreach has been sent yet
  • Interest level: unknown — no interaction with the owner or manager has occurred yet
  • Urgency: unknown
  • Primary blocker: no direct contact yet; owner's Instagram handle not yet captured, and the manager has no fixed schedule to meet in person
  • Buying readiness: unknown
  • Opportunity potential: unknown — no usage, volume, or business details confirmed yet
  • Main risk: repeat in-person visits without a fixed manager schedule could take significant time to convert into a face-to-face conversation; Instagram outreach depends on first finding and confirming the correct handle

Product Fit

  • Preferred SKU: unknown — no discovery call or tasting has occurred
  • Recommended SKU: unknown — insufficient information to recommend
  • Reason for recommendation: not applicable yet
  • Alternatives: not applicable yet

Open Questions

  • What is the owner's Instagram handle?
  • What is Amber Wren Coffee's current matcha supplier?
  • Who is the manager (name), and what is their typical in-store schedule?
  • What is Amber Wren Coffee's business category, address, website, and Instagram business account?

Current Recommendation

Find and message the owner's Instagram account, since that was identified in-store as the best way to reach them, while continuing periodic in-person visits to try to catch the manager. Goal is to secure a tasting session.

Evidence Used

  • Timeline event: timeline/2026-07-17-store-visit.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Find and message Amber Wren Coffee's owner on Instagram (identified in-store as the best contact channel); continue periodic in-person visits to try to catch the manager, who has no fixed schedule
  • Type: outreach
  • Reason: Warm lead visited in person 2026-07-17; a contact path was identified but no outreach has been made yet
  • Trigger: Store visit on 2026-07-17 established Instagram as the owner's preferred contact channel
  • Owner: unknown
  • Priority: medium
  • Status: proposed
  • Due date: not specified
  • Approval required: no
  • Agent permission: draft_only
  • Required inputs: Owner's Instagram handle/account (not yet identified)
  • Completion condition: Owner responds on Instagram, or the manager is met in person
  • Created from: timeline/2026-07-17-store-visit.md
  • Result:

Waiting on Customer

  • None yet — no outreach has been sent to Amber Wren Coffee as of this drop.

Scheduled Follow-ups

  • None scheduled yet — plan is ongoing repeat in-person visits (no specific date given), tracked via action-001.

Completed Actions

  • None yet.

Notes

1
2026-07-17 · noteupdated Jul 17

Summary

Context drop (typed note) logging a warm-lead pipeline update for Amber Wren Coffee: a visit was planned and carried out on 2026-07-17. During the visit, in-store staff indicated the best way to contact the owner is through Instagram, and that the manager is sometimes in store but has no fixed schedule. Current matcha sourcing was not asked about. The plan going forward is a dual-channel approach: message the owner on Instagram and continue in-person visits to catch the manager, aiming to schedule a tasting session.

Extracted Facts

  • Fact: In-person visit conducted

    • Value: Visited Amber Wren Coffee on 2026-07-17 (as planned)
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-3.md (note cites earlier internal records, Raw/2026_07_17_amber_wren_coffee_pipeline_update.md and Raw/2026_07_17_amber_wren_coffee_visit_update.md, not themselves available in this CRM)
  • Fact: Owner's preferred contact channel

    • Value: Best way to contact the owner is through Instagram (per in-store staff); no specific handle captured
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-3.md
  • Fact: Manager availability

    • Value: Manager is sometimes in store, with no fixed schedule
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-3.md
  • Fact: Current matcha sourcing not yet asked

    • Value: Unknown — not asked as of the 2026-07-17 visit
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-3.md
  • Fact: Lead classification and goal

    • Value: Classified as warm (visited, contact path identified); plan is a dual-channel approach (Instagram DM to owner + repeat walk-ins for manager); goal is to get a tasting session scheduled; success metric is a response from the owner on Instagram, or meeting the manager in person
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-3.md

Customer Commitments

  • None identified.

Our Commitments

  • None identified (outreach not yet sent as of this drop).

Questions Raised

  • None identified.

Products Discussed

  • SKU: none discussed yet
  • Use case: none discussed yet
  • Feedback: none discussed yet

Original Evidence

  • Source channel: note (typed directly into the chat feed)
  • Source reference: _inbox/2026_08_04_text_note-3.md (Job: 815d5b879f32); note also cites Raw/2026_07_17_amber_wren_coffee_pipeline_update.md and Raw/2026_07_17_amber_wren_coffee_visit_update.md as its own sources, not independently available here
  • Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-17\n- Owner contact: Instagram (best channel)\n- Manager: Sometimes in store, no fixed schedule\n\n## Current Sourcing\n- Unknown (not asked yet)\n\n## Status\nWarm (visited, contact path identified)\n\n## Activity Log\n- 2026-07-17: Plan made to visit today and ask for an appointment\n- 2026-07-17: Visited. Told best way to contact owner is through Instagram. Manager is sometimes in store, so plan is to keep coming back to catch them in person.\n\n## Next Steps\n- Action: Message owner on Instagram; keep revisiting in person to catch manager when in store\n- Timing: Ongoing (repeat visits)\n- Goal: Get a tasting session scheduled\n- Success metric: Response from owner on Instagram, or manager met in person"