Chelone
← Prospects

Copperleaf Coffee Shop

Pipeline stage

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase

Next action

  • Get the outcome of the 2026-07-31 tasting appointment from the user (result of the pitch against Mistwood Tea, any samples left, decision timeline)high

Vault

3
Profileupdated Aug 4

Company

  • Business name: Copperleaf Coffee Shop
  • Legal name: unknown
  • Business category: Coffee shop (inferred from business name; not explicitly confirmed by source)
  • Website: unknown
  • Instagram: unknown
  • Number of locations: 1 — only one location is referenced in the source; additional locations are not ruled out
  • Account owner: unknown

Locations

Location 1

  • Location name: unknown
  • Address: 38 W 30th St, New York, NY 10001
  • Opening date: unknown
  • Shipping address: unknown
  • Status: Active prospect — visited 2026-07-16, revisited 2026-07-28; matcha tasting appointment occurred 2026-07-31, outcome not yet captured

Contacts

Contact 1

  • Name: unknown
  • Role: unknown
  • Email: unknown
  • Phone: unknown
  • Preferred channel: WhatsApp (contact exchanged 2026-07-16)
  • Decision role: unknown

Commercial Information

  • Current matcha supplier: Mistwood Tea (identified 2026-07-28)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: A matcha tasting session was held 2026-07-31 to pitch against the incumbent supplier Mistwood Tea; the outcome was not captured because the voice memo recorded that evening failed to transcribe.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: agent (context drop review)
  • Open profile questions: Contact person's name/role/decision authority; outcome of the 2026-07-31 tasting appointment (pitch result vs. Mistwood Tea, samples left, decision timeline); business address/location details; Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Copperleaf Coffee Shop is a warm prospect with a personal channel already established: WhatsApp contact was exchanged during an initial visit on 2026-07-16, and a revisit was scheduled for the next day. A further revisit on 2026-07-28 identified the account's current matcha supplier as "Mistwood Tea" and led to a tasting appointment being scheduled for Friday, 2026-07-31 at 2pm to pitch against that supplier. A voice memo recorded the evening of 2026-07-31 confirms the appointment occurred (it references "matcha tasting session, Copperleaf Coffee Shop"), but the recording itself transcribed as unintelligible looping foreign-language text — likely a transcription hallucination on background noise or silence — so no outcome, samples discussed, or next steps could be extracted from it. The account is stalled at this single point: someone needs to manually recall and record what actually happened at the tasting before any further commercial move can be planned.

Key People

  • Contact (name unknown) — Role unknown — WhatsApp contact established 2026-07-16; decision-making role not established

Customer Needs

  • Primary use case: unknown — the pitch was positioned as an alternative to the current supplier Mistwood Tea, but the customer's own use case or goals are not documented
  • Expected volume: unknown
  • Flavor preference: unknown
  • Color preference: unknown
  • Target price: unknown
  • Lead-time requirement: unknown
  • Packaging preference: unknown

Commercial Assessment

  • Current stage: meeting — a tasting/pitch appointment was held on 2026-07-31 (an Initial Meeting), but its outcome is undocumented
  • Interest level: unknown — the WhatsApp exchange and multiple revisits suggest some warmth, but no post-tasting signal was captured
  • Urgency: unknown
  • Primary blocker: the 2026-07-31 appointment's outcome was not captured (transcription failure); need the user to report what happened
  • Buying readiness: unknown
  • Opportunity potential: unknown — no volume, pricing, or business details confirmed; the incumbent supplier Mistwood Tea is the one being pitched against
  • Main risk: without a fast follow-up to capture the tasting outcome, momentum from the meeting could be lost and the account could stall despite an already-warm channel (WhatsApp)

Product Fit

  • Preferred SKU: unknown — a tasting session occurred but SKU-level feedback was not captured
  • Recommended SKU: unknown — insufficient information to recommend
  • Reason for recommendation: not applicable yet
  • Alternatives: not applicable yet

Open Questions

  • What was the outcome of the 2026-07-31 tasting appointment (result of the pitch vs. Mistwood Tea, any samples left, decision timeline)?
  • Who is the contact person (name, role, decision authority)?
  • What is Copperleaf Coffee Shop's address/location?
  • Did the scheduled 2026-07-17 revisit happen, and what came of it?

Current Recommendation

Get the actual outcome of the 2026-07-31 appointment directly from the user (result of the pitch against Mistwood Tea, any samples left, decision timeline), since the voice memo did not capture it — this is the single blocking item before any further action can be planned.

Evidence Used

  • Timeline event: timeline/2026-07-31-matcha-tasting-appointment.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Get the outcome of the 2026-07-31 tasting appointment from the user (result of the pitch against Mistwood Tea, any samples left, decision timeline)
  • Type: follow_up
  • Reason: The appointment occurred as scheduled, but the voice memo recorded that evening failed to transcribe (looping unintelligible text), so no outcome was captured
  • Trigger: 2026-07-31 appointment occurred per the schedule set 2026-07-28; voice memo failed to transcribe
  • Owner: unknown
  • Priority: high
  • Status: ready
  • Due date: as soon as possible (not specified)
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: the user's recollection of the 2026-07-31 appointment
  • Completion condition: Outcome recorded (pitch result vs. Mistwood Tea, samples left, decision timeline) and next customer-facing action determined
  • Created from: timeline/2026-07-31-matcha-tasting-appointment.md
  • Result:

Waiting on Customer

  • None yet — the outstanding item is internal (recall from the user), not from Copperleaf Coffee Shop itself.

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

completed-001

  • Action: Visited Copperleaf Coffee Shop and exchanged WhatsApp contact
  • Type: outreach
  • Priority: low
  • Status: completed
  • Owner: unknown
  • Result: WhatsApp contact established 2026-07-16 (warm personal channel); revisit scheduled for the next day

completed-002

  • Action: Revisited Copperleaf Coffee Shop, identified current matcha supplier, scheduled tasting appointment
  • Type: outreach
  • Priority: medium
  • Status: completed
  • Owner: unknown
  • Result: Appointment scheduled for Friday 2026-07-31 2pm; current supplier identified as Mistwood Tea (2026-07-28)

completed-003

  • Action: Matcha tasting appointment held with Copperleaf Coffee Shop
  • Type: tasting
  • Priority: high
  • Status: completed
  • Owner: unknown
  • Result: Appointment occurred per schedule (confirmed via voice memo referencing the session), but outcome, samples discussed, and next steps were not captured due to failed transcription

Notes

1
2026-07-31 · noteupdated Jul 31

Summary

Context drop (typed note) covering the full Copperleaf Coffee Shop pipeline history to date: an initial visit on 2026-07-16 where WhatsApp contact was exchanged, a planned revisit for 2026-07-17, a 2026-07-28 revisit that identified the current matcha supplier as "Mistwood Tea" and scheduled a tasting appointment for Friday 2026-07-31 at 2pm, and the appointment itself on 2026-07-31. A voice memo recorded that evening confirms the appointment occurred (it references "matcha tasting session, Copperleaf Coffee Shop"), but the recording transcribed as unintelligible looping foreign-language text — likely a transcription hallucination on background noise or silence — so no outcome, samples discussed, or next steps could be extracted.

Extracted Facts

  • Fact: Initial visit and WhatsApp contact exchanged

    • Value: Visited 2026-07-16; WhatsApp contact established (personal channel)
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-9.md

  • Fact: Revisit scheduled

    • Value: Revisit scheduled for 2026-07-17 (the day after the initial visit); whether it occurred is not separately confirmed
    • Scope: opportunity
    • Status: confirmed (that it was scheduled); occurrence unconfirmed
    • Source: _inbox/2026_08_04_text_note-9.md

  • Fact: Second revisit; current matcha supplier identified

    • Value: Revisited 2026-07-28; current matcha supplier identified as "Mistwood Tea"; tasting appointment scheduled for Friday 2026-07-31 at 2pm
    • Scope: company
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-9.md (citing Raw/2026_07_28_voice_note_2.md)

  • Fact: Tasting appointment occurred, outcome not captured

    • Value: Appointment occurred 2026-07-31 per the 2026-07-28 schedule. Confirmed via a same-evening voice memo referencing "matcha tasting session, Copperleaf Coffee Shop," but the recording itself transcribed as unintelligible looping text (likely a transcription hallucination on silence/noise), so the result of the pitch against Mistwood Tea, any samples left, and any decision timeline are unknown.
    • Scope: opportunity
    • Status: confirmed (that the appointment occurred); outcome status: disputed/unknown — flagged rather than guessed
    • Source: _inbox/2026_08_04_text_note-9.md (citing Raw/2026_07_31_voice_note_3.md)

Customer Commitments

  • None identified.

Our Commitments

  • None identified — the tasting/pitch against Mistwood Tea occurred, but no specific commitment made by us was captured.

Questions Raised

  • What was the outcome of the 2026-07-31 tasting appointment (result of the pitch vs. Mistwood Tea, samples left, decision timeline)?

Products Discussed

  • SKU: unknown
    • Use case: Tasting session held 2026-07-31 to pitch against incumbent supplier Mistwood Tea
    • Feedback: not captured — recording failed to transcribe

Original Evidence

  • Source channel: note (typed directly into the chat feed / uploaded document)
  • Source reference: _inbox/2026_08_04_text_note-9.md (Job: 7a123e6e4c62); note also cites Raw/2026_07_28_voice_note_2.md and Raw/2026_07_31_voice_note_3.md as its own sources, neither independently available here
  • Relevant excerpt or transcript timestamp: "Appointment slot occurred (per the schedule set 7/28). A voice memo referencing "matcha tasting session, Copperleaf Coffee Shop" was recorded the same evening, confirming the session happened, but the recording itself transcribed as unintelligible looping foreign-language text (whisper hallucination on what was likely silence/noise), so no outcome, samples discussed, or next steps could be extracted from it."