Choosy Barista

Company

• Business name: Choosy Barista
• Legal name: unknown
• Business category: unknown (name suggests a cafe, but this is inferred from the name only, not confirmed)
• Website: unknown
• Instagram: unknown
• Number of locations: unknown (staff comment on 2026-08-04 implies the manager oversees multiple shops, but a count was not given)
• Account owner: unknown

Locations

Location 1

• Location name: unknown
• Address: disputed — previously recorded as 1220 Lexington Ave, New York, NY 10028 (unconfirmed web-search guess); a 2026-08-04 in-person visit places the shop "along Columbus Avenue" instead, exact street number/zip not given. Needs on-site confirmation.
• Google Maps URL: unknown — prior URL was built from the unconfirmed Fenwick Ave guess; do not treat as reliable
• Opening date: unknown
• Shipping address: unknown
• Status: unknown

Contacts

Contact 1

• Name: unknown (owner not named; contact is via email only)
• Role: Owner
• Email: choosybarista@gmail.com
• Phone: unknown
• Preferred channel: email
• Decision role: approval required to run a tasting session

Commercial Information

• Current matcha supplier: unknown (not asked yet)
• Estimated monthly usage: unknown
• Payment terms: unknown
• DUNS number: unknown
• Notes: Cold-visit lead; staff showed interest during the 2026-07-20 visit but need owner approval before a tasting session can be scheduled. Revisited 2026-08-04 (owner still out of the country); staff reaffirmed interest and will escalate to her manager. Staff responded positively to the 1kg bag packaging format, noting it would let the manager redistribute product across the multiple shops the company manages.

Data Quality

• Last verified: 2026-08-04
• Verified by: context drop notes (_inbox/2026_08_04_text_note-21.md, _inbox/2026_08_04_text_note-28.md)
• Open profile questions: confirm owner's name, business category, exact address (Fenwick Ave vs. Winslow Ave conflict — see Location 1), website, Instagram, and number of locations; confirm current matcha supplier; confirm whether the owner/manager has responded following the staff escalation.

Current Situation

Choosy Barista is a cold-visit prospect. The store was visited 2026-07-20; staff showed interest in matcha but said the owner's approval was needed to run a tasting session. The owner's email (choosybarista@gmail.com) was obtained during the visit, and an intro/approval email was sent 2026-07-21 asking for sign-off to schedule a tasting. No response was recorded to that email. On a second in-person visit (2026-08-04), the owner was still unreachable — out of the country — but a staff member reaffirmed interest in a tasting and said she would re-raise it with her manager. She also asked how shipping/packaging works; on learning matcha ships in 1kg bags, she was glad, since that format would let the manager redistribute product across the multiple shops the company manages, hinting this may be a multi-location operation (count unconfirmed). The visit also surfaced a location conflict: the shop is "along Winslow Avenue," not the Fenwick Ave address previously recorded (which was only a web-search guess). Planned next step is to send a follow-up email and revisit the shop again in a couple of weeks (~2026-08-18, estimated). No named contact person, business category, or confirmed location have been established yet.

Key People

• Owner (name unknown) — Owner — must approve before a tasting session can be scheduled; reachable at choosybarista@gmail.com; currently out of the country.
• Staff member (name unknown) — Staff — reaffirmed tasting interest on 2026-08-04 and committed to raising it with her manager.

Customer Needs

• Primary use case: unknown
• Expected volume: unknown
• Flavor preference: unknown
• Color preference: unknown
• Target price: unknown
• Lead-time requirement: unknown
• Packaging preference: 1kg bags well received (2026-08-04) — enables redistribution across multiple shops the manager oversees

Commercial Assessment

• Current stage: contact — intro/approval email sent 2026-07-21, no reply; staff reaffirmed interest on a second in-person visit 2026-08-04 and will escalate to her manager; goal remains owner/manager sign-off and a scheduled tasting session
• Interest level: staff-level interest confirmed on two separate visits (2026-07-20, 2026-08-04); owner-level interest still unknown — owner has not been reached either time
• Urgency: unknown
• Primary blocker: owner is out of the country and has not replied to the 2026-07-21 email; staff is now escalating internally to her manager instead
• Buying readiness: unknown — no tasting session has occurred
• Opportunity potential: possibly larger than a single shop — staff's comment about the manager distributing product "across multiple shops that they manage" hints at a multi-location operation, but no count or other business details are confirmed yet
• Main risk: a cold-visit lead can go cold without timely follow-up; the owner has now been unreachable across two visits and one email

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

• Who is the owner, and will they (or the manager the staff escalates to) respond?
• What is Choosy Barista's current matcha supplier (not yet asked)?
• What is the shop's actual address (Fenwick Ave vs. Winslow Ave conflict), business category, and number of locations?
• Is this genuinely a multi-shop operation, and if so, how many locations does the manager oversee?

Current Recommendation

Send the planned follow-up email and revisit the shop again in person in a couple of weeks (~2026-08-18, estimated), per the plan from the 2026-08-04 visit. Owner/decision-maker sign-off is still the goal; the multi-shop hint raises the potential opportunity size if confirmed.

Evidence Used

• Timeline event: timeline/2026-07-21-owner-intro-email-sent.md
• Timeline event: timeline/2026-08-04-second-visit-staff-interest-reaffirmed-packaging-question.md

Active Actions

action-001

• Action: Send a follow-up email to Choosy Barista referencing the 2026-08-04 in-person conversation (staff interest, packaging/shipping question) to secure owner/manager sign-off for a tasting session
• Type: follow_up
• Reason: Staff showed interest during the 2026-07-20 visit and again reaffirmed interest on a 2026-08-04 revisit (owner still out of the country); staff committed to escalating to her manager, and the plan from that visit was to email and then revisit again in a couple of weeks
• Trigger: Intro/approval email sent 2026-07-21 went unanswered; 2026-08-04 revisit confirmed continued staff-level interest and produced a new packaging detail (1kg bags) worth referencing in the follow-up
• Owner: unknown
• Priority: medium
• Status: completed
• Due date: not specified
• Approval required: no
• Agent permission: draft_only
• Required inputs: none
• Completion condition: Owner/manager replies with approval (or declines), or a tasting date is set
• Created from: timeline/2026-07-21-owner-intro-email-sent.md, timeline/2026-08-04-second-visit-staff-interest-reaffirmed-packaging-question.md
• Result: Sent via Executables on 2026-08-05: "Follow-Up on Tasting Session "

Waiting on Customer

waiting-001

• Item needed: Owner/manager response (approval) following the 2026-07-21 intro email and the 2026-08-04 staff escalation to her manager
• Requested on: 2026-07-21 (email); 2026-08-04 (staff escalation)
• Follow-up date: ~2026-08-18, estimated (per the "revisit in a couple weeks" plan from the 2026-08-04 visit)
• Related action: action-001

Scheduled Follow-ups

followup-001

• Trigger date: ~2026-08-18 (estimated — "a couple weeks" from the 2026-08-04 visit)
• Condition: No response received to the follow-up email or via the staff's manager escalation
• Action: Revisit Choosy Barista in person again
• Owner: unknown

Completed Actions

• None yet.

Summary

Second in-person visit to Choosy Barista (along Winslow Avenue). The owner was out of the country, but a staff member spoken with reaffirmed interest in a matcha tasting and said she would re-raise it with her manager. Staff asked how packaging/shipping works; on hearing matcha ships in 1kg bags, she was glad, since that format would let the manager redistribute product across the multiple shops they manage. Planned next step: send a follow-up email and revisit the shop again in a couple of weeks.

Extracted Facts

• Fact: Second on-site visit; owner unavailable

  • Value: Visited 2026-08-04; owner was out of the country, so the rep spoke with a staff member instead
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-28.md

• Fact: Staff reaffirmed tasting interest, to escalate to manager

  • Value: Staff member was interested in a matcha tasting and said she would raise it again with her manager
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-28.md

• Fact: Packaging question raised and answered

  • Value: Staff asked how the product ships; told it comes in 1kg bags, which she appreciated because it would let the manager distribute product across multiple shops the company manages
  • Scope: product
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-28.md

• Fact: Possible multi-location operation

  • Value: Staff's comment implies the manager oversees more than one shop, but the number of locations was not stated
  • Scope: company
  • Status: inferred
  • Source: _inbox/2026_08_04_text_note-28.md

• Fact: Street location clue

  • Value: Shop is "along Winslow Avenue" — conflicts with the previously recorded profile address (1220 Fenwick Ave), which was itself only a web-search guess, not confirmed on-site
  • Scope: location
  • Status: disputed
  • Source: _inbox/2026_08_04_text_note-28.md

• Fact: Planned next action

  • Value: Send a follow-up email, then revisit the shop again in a couple of weeks (~2026-08-18, estimated)
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-28.md

Customer Commitments

• Staff to re-raise the tasting request with her manager (no date given).

Our Commitments

• Send a follow-up email and revisit the shop in person in a couple of weeks (~2026-08-18, estimated).

Questions Raised

• None identified.

Products Discussed

• SKU: not specified
• Use case: matcha tasting session; general matcha supply for redistribution across multiple shops
• Feedback: staff responded positively to the 1kg bag packaging format

Original Evidence

• Source channel: note
• Source reference: _inbox/2026_08_04_text_note-28.md
• Relevant excerpt or transcript timestamp: "I just visited Choosy Barista along Winslow Avenue. So the owner is out of the country, but the staff that I talked to, she was definitely interested in doing matcha tasting, so she will re-raise this again to her manager. Seems like they were interested to know more about how the shipping is done. Got a question about how the package will come, and then when I told her it will come in the form of one kilogram bags, she definitely appreciated because in that way, the manager would be able to distribute these back across multiple shops that they manage. I think the next action will be to definitely email and then revisit the shop in a couple weeks time."

Summary

Context drop (typed note) logging a cold-visit lead: Choosy Barista was visited 2026-07-20, staff showed interest but required owner approval to run a tasting session, and the owner's email (choosybarista@gmail.com) was obtained. An intro/approval email was sent to the owner on 2026-07-21. As of the drop date (2026-08-04), no response is recorded.

Extracted Facts

• Fact: Store visit and staff interest

  • Value: Visited 2026-07-20; staff interested in matcha but need owner approval to run a tasting session
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-21.md (note cites an earlier internal record, Raw/2026_07_20_picky_barista_pipeline_update.md, not itself available in this CRM)

• Fact: Owner contact email obtained

  • Value: choosybarista@gmail.com
  • Scope: contact
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-21.md

• Fact: Intro/approval email sent to owner

  • Value: Sent 2026-07-21 to choosybarista@gmail.com, seeking owner sign-off to schedule a tasting session
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-21.md

• Fact: Current matcha supplier

  • Value: Unknown — not asked yet
  • Scope: company
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-21.md

• Fact: Lead status and goal

  • Value: Classified as "Warm" (owner intro/approval email sent, awaiting response); expected response window 2-3 days; goal is owner sign-off and a scheduled tasting session; success metric is a response from the owner and a tasting date set
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-21.md

Customer Commitments

• None identified.

Our Commitments

• None identified.

Questions Raised

• None identified.

Products Discussed

• SKU: not specified
• Use case: matcha tasting session (product line not specified)
• Feedback: not applicable yet — staff showed general interest, no tasting has occurred

Original Evidence

• Source channel: note
• Source reference: _inbox/2026_08_04_text_note-21.md
• Relevant excerpt or transcript timestamp: "Visited. Staff interested, but need owner approval to run a tasting session. Owner email obtained (choosybarista@gmail.com)." / "Sent intro/approval email to owner." / Status: "Warm (owner intro/approval email sent, awaiting response)"