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← Prospects

Kindling Coffee

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase
  • Follow up with Kindling Coffee to check whether the manager reviewed the menu handed to staff member Priya on 2026-07-22, aiming to get in front of the manager directly and pitch a tasting sessionmedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: Kindling Coffee (spelling unverified — the voice transcription was unclear, but the source spelled it out letter-by-letter as K-I-N-D-L-I-N-G; verify once a written contact such as an email or website is confirmed)
  • Legal name: unknown
  • Business category: unknown (name suggests a coffee shop/cafe, but this is inferred from the name only, not confirmed)
  • Website: unknown
  • Instagram: unknown
  • Number of locations: unknown
  • Account owner: unknown

Locations

Location 1

  • Location name: unknown
  • Address: 152 E 33rd St, New York, NY 10016
  • Opening date: unknown
  • Shipping address: unknown
  • Status: unknown

Contacts

Contact 1

  • Name: Priya
  • Role: Staff
  • Email: unknown
  • Phone: unknown
  • Preferred channel: in person
  • Decision role: not a decision-maker — intermediary who agreed to pass the menu along to the manager

Contact 2

  • Name: unknown (manager; name not yet identified)
  • Role: Manager
  • Email: unknown
  • Phone: unknown
  • Preferred channel: unknown
  • Decision role: appears to be the primary decision-maker (inferred — Priya passed the menu to the manager for review); not yet contacted directly

Commercial Information

  • Current matcha supplier: unknown (not asked as of the 2026-07-22 visit)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: Warm lead; visited in person 2026-07-22, handed the menu to staff member Priya, who said she would pass it along to the manager. No response from the manager recorded yet.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: context drop note (_inbox/2026_08_04_text_note-5.md)
  • Open profile questions: verify correct spelling of the business name (initial voice transcription was unclear); confirm whether the manager has reviewed the menu; identify the manager's name and contact info; confirm current matcha sourcing; confirm business category, website, Instagram, and location/address. Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Kindling Coffee is a warm prospect visited in person on 2026-07-22, where our rep spoke with staff member Priya (the manager was not present) and handed her a menu. Priya said she would bring the menu up to the manager. As of the drop date (2026-08-04), no response from the manager is recorded, and the note's own planned follow-up window (~2 weeks from the visit, by early August 2026) is now due. The business name's spelling is itself unverified — a voice transcription was unclear, but the source spelled it out letter-by-letter as K-I-N-D-L-I-N-G — so this account uses "Kindling Coffee" pending confirmation via a written contact channel. No current matcha sourcing, business category, location, or product needs have been confirmed yet.

Key People

  • Priya — Staff — received the menu on the 2026-07-22 visit and committed to passing it along to the manager; not a decision-maker
  • Manager (name unknown) — appears to be the decision-maker on reviewing the menu and any tasting session (inferred, since Priya passed the menu to them); not yet contacted directly

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: contact — menu handed to staff member Priya on 2026-07-22 for delivery to the manager; goal is to get in front of the manager directly and pitch a tasting session
  • Interest level: unknown — no direct signal from the manager yet; staff was receptive enough to accept and relay the menu
  • Urgency: unknown
  • Primary blocker: awaiting the manager's review of the menu; no direct contact with the decision-maker yet
  • Buying readiness: unknown
  • Opportunity potential: unknown — no usage, volume, or business details confirmed yet
  • Main risk: a warm lead relying on a staff intermediary could stall or go cold without direct manager contact; the business name's spelling is itself unverified, which could complicate finding a written contact channel; the planned ~2-week follow-up window is now due

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

  • Is "Kindling Coffee" the correct spelling of the business name?
  • Has the manager reviewed the menu?
  • Who is the manager (name and contact info)?
  • What is Kindling Coffee's current matcha sourcing?
  • What is Kindling Coffee's website, Instagram, or address (to help verify the business name and open a written contact channel)?

Current Recommendation

Follow up now that the planned ~2-week window (by early August 2026) since the 2026-07-22 visit is due, ideally in person to reach the manager directly rather than relying on Priya, with the goal of pitching a tasting session. Also try to confirm the correct spelling of the business name via a written source (website, receipt, or signage) before any written outreach.

Evidence Used

  • Timeline event: timeline/2026-07-22-visit-menu-handed-to-staff.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Follow up with Kindling Coffee to check whether the manager reviewed the menu handed to staff member Priya on 2026-07-22, aiming to get in front of the manager directly and pitch a tasting session
  • Type: follow_up
  • Reason: Warm lead — menu handed to staff, staff committed to escalating it to the manager, but there has been no direct contact with the decision-maker yet
  • Trigger: Visit and menu handoff on 2026-07-22; the note's own ~2-week follow-up window (by early August 2026) is now due
  • Owner: unknown
  • Priority: medium
  • Status: ready
  • Due date: not specified (planned for ~2 weeks after 2026-07-22, i.e. by early August 2026, now due)
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: a direct contact method for the manager, or another in-person visit
  • Completion condition: Response from the manager, or a tasting session is scheduled
  • Created from: timeline/2026-07-22-visit-menu-handed-to-staff.md

Waiting on Customer

waiting-001

  • Item needed: Manager's review/response regarding the menu handed to Priya
  • Requested on: 2026-07-22
  • Follow-up date: ~early August 2026 (per source note; effectively now due as of the 2026-08-04 drop)
  • Related action: action-001

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

  • None yet.

Notes

1
2026-07-22 · noteupdated Jul 22

Summary

Context drop (typed note) logging a warm-lead pipeline update for Kindling Coffee: on 2026-07-22, our rep visited the business and spoke with staff member Priya (the manager was not present). Our rep handed Priya a menu, and Priya said she would bring it up to the manager. As of the drop date (2026-08-04), no response from the manager is recorded. The note also flags uncertainty about the business name's spelling.

Extracted Facts

  • Fact: In-person visit and menu handed to staff

    • Value: Visited Kindling Coffee on 2026-07-22, spoke with staff member Priya (manager not present), and handed her a menu
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-5.md (note cites an earlier internal record, Raw/2026_07_22_voice_note_9.md, not itself available in this CRM)
  • Fact: Staff committed to escalating menu to manager

    • Value: Priya said she would bring the menu up to the manager
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-5.md
  • Fact: Business name spelling uncertain

    • Value: Voice transcription was unclear, but the speaker spelled the name out letter-by-letter as K-I-N-D-L-I-N-G; this CRM entry uses "Kindling Coffee" pending verification once a written contact (email or website) is confirmed
    • Scope: company
    • Status: disputed
    • Source: _inbox/2026_08_04_text_note-5.md
  • Fact: Current matcha sourcing not yet asked

    • Value: Unknown — not asked as of the 2026-07-22 visit
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-5.md
  • Fact: Lead classification and goal

    • Value: Classified as a warm lead (menu handed to staff, staff to relay to manager); goal is to get in front of the manager directly and pitch a tasting session; planned follow-up is ~2 weeks after the visit (by early August 2026); success metric is a response from the manager
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-5.md

Customer Commitments

  • Priya (staff) said she would bring the menu up to the manager (2026-07-22).

Our Commitments

  • Menu handed to staff member Priya on 2026-07-22 for delivery to the manager.

Questions Raised

  • Is "Kindling Coffee" the correct spelling of the business name?
  • Has the manager reviewed the menu?
  • Who is the manager (name and contact info)?
  • What is Kindling Coffee's current matcha sourcing?

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 / uploaded document)
  • Source reference: _inbox/2026_08_04_text_note-5.md (Job: c6342d8a776e); note also cites Raw/2026_07_22_voice_note_9.md as its own source, not independently available here
  • Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-22\n- Contact: Priya (staff), manager not present during visit; menu handed to Priya to pass along\n- Name note: voice transcription was unclear, but the speaker spelled it out letter by letter as K-I-N-D-L-I-N-G, so this page uses "Kindling Coffee"; verify spelling once a written contact (email/website) is confirmed\n\n## Current Sourcing\n- Unknown (not asked yet)\n\n## Status\nWarm (menu handed to staff, staff will bring it up to the manager)\n\n## Activity Log\n- 2026-07-22: Visited, handed menu to staff member Priya. Priya said she will bring it up to the manager.\n\n## Next Steps\n- Action: Follow up in a couple of weeks to check whether the manager reviewed the menu\n- Timing: ~2 weeks (by early August)\n- Goal: Get in front of the manager directly, pitch a tasting session\n- Success metric: Response from the manager"