Chelone
← Prospects

Larkspur Cafe

Pipeline stage

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

Next action

  • Follow up with Larkspur Cafe to learn the boss/owner's decision on whether to host a tasting session (menu was passed to him via store manager Renata on 2026-07-21)medium
  • On the next in-person visit, compliment Renata on the mango matcha (which she recommended) and approach the boss/owner directly now that his face is recognized, to reinforce the relationship and press for a decisionlow

Vault

3
Profileupdated Aug 4

Company

  • Business name: Larkspur Cafe
  • Legal name: unknown
  • Business category: unknown (name suggests a cafe/bakery, 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: 44 W 37th St, New York, NY 10018
  • Opening date: unknown
  • Shipping address: unknown
  • Status: unknown

Contacts

Contact 1

  • Name: Renata
  • Role: Store manager
  • Email: unknown
  • Phone: unknown
  • Preferred channel: in person
  • Decision role: gatekeeper — relayed the menu list to the boss/owner for review; recommended the mango matcha to our rep on the 2026-07-21 visit

Contact 2

  • Name: unknown (boss/owner; name not yet identified)
  • Role: Boss/owner
  • Email: unknown
  • Phone: unknown
  • Preferred channel: in person
  • Decision role: appears to be the primary decision-maker on hosting a tasting session (inferred — Renata passed the menu to him for review); his face is now recognized by our rep, enabling direct approach on the next visit

Commercial Information

  • Current matcha supplier: unknown
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: Warm lead; visited in person 2026-07-21, handed the menu list to store manager Renata, who passed it to the boss/owner for review. Decision on hosting a tasting session is pending with the boss/owner as of the 2026-08-04 drop date.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: context drop note (_inbox/2026_08_04_text_note-4.md)
  • Open profile questions: confirm the boss/owner's name; confirm business category, website, Instagram, and location/address; confirm current matcha sourcing; confirm whether the boss/owner has decided on hosting a tasting session. Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Larkspur Cafe is a warm prospect visited in person on 2026-07-21, where our rep spoke with store manager Renata and handed her a menu list. Renata passed the menu along to the boss/owner for review, and our rep now recognizes the boss/owner's face, enabling a direct approach on future visits instead of going through staff. As of the drop date (2026-08-04), no decision from the boss/owner on hosting a tasting session is recorded, and the planned follow-up window (week of 2026-07-27) has already passed. No current matcha sourcing, business category, location, or product needs have been confirmed yet.

Key People

  • Renata — Store manager — relayed the menu list to the boss/owner for review; recommended the mango matcha to our rep
  • Boss/owner (name unknown) — appears to be the decision-maker on hosting a tasting session (inferred, since Renata passed the menu to him); face now recognized by our rep for direct future approach

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 passed to the boss/owner for review on 2026-07-21; goal is to get a decision on hosting a tasting session
  • Interest level: unknown — no direct signal from the boss/owner yet; the manager was receptive enough to relay the menu
  • Urgency: unknown
  • Primary blocker: awaiting the boss/owner's decision on whether to host a tasting session; the planned follow-up window (week of 2026-07-27) has passed as of 2026-08-04
  • Buying readiness: unknown
  • Opportunity potential: unknown — no usage, volume, or business details confirmed yet
  • Main risk: a warm lead where materials were already delivered could go cold without timely follow-up; the planned follow-up window has already lapsed

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

  • Has the boss/owner made a decision on hosting a tasting session?
  • What is the boss/owner's name?
  • What is Larkspur Cafe's current matcha sourcing?
  • What is Larkspur Cafe's business category, address, website, and Instagram?

Current Recommendation

Follow up with Larkspur Cafe now that the planned follow-up window (week of 2026-07-27) has passed, ideally in person where the rep can approach the boss/owner directly (his face is now recognized) and compliment Renata on the mango matcha to reinforce the relationship, with the goal of securing a decision on hosting a tasting session.

Evidence Used

  • Timeline event: timeline/2026-07-21-menu-handoff.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Follow up with Larkspur Cafe to learn the boss/owner's decision on whether to host a tasting session (menu was passed to him via store manager Renata on 2026-07-21)
  • Type: follow_up
  • Reason: Warm lead; the boss/owner has not yet responded on hosting a tasting session, and the note's own planned follow-up window (week of 2026-07-27) has passed as of 2026-08-04
  • Trigger: Menu passed to the boss/owner on 2026-07-21; no decision recorded within the planned follow-up window
  • Owner: unknown
  • Priority: medium
  • Status: ready
  • Due date: not specified (planned for week of 2026-07-27, now past)
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none
  • Completion condition: Boss/owner gives a decision on hosting a tasting session
  • Created from: timeline/2026-07-21-menu-handoff.md

action-002

  • Action: On the next in-person visit, compliment Renata on the mango matcha (which she recommended) and approach the boss/owner directly now that his face is recognized, to reinforce the relationship and press for a decision
  • Type: outreach
  • Reason: Our rep can now recognize the boss/owner by face, enabling a direct approach instead of going through staff; a relationship-building step to support getting a tasting decision
  • Trigger: Boss/owner's face became recognizable as of the 2026-07-21 visit
  • Owner: unknown
  • Priority: low
  • Status: ready
  • Due date: not specified
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none
  • Completion condition: Next in-person visit completed with a direct approach to the boss/owner
  • Created from: timeline/2026-07-21-menu-handoff.md

Waiting on Customer

waiting-001

  • Item needed: Boss/owner's decision on hosting a tasting session
  • Requested on: 2026-07-21 (menu passed for review)
  • Follow-up date: week of 2026-07-27 (per source note; already passed as of 2026-08-04)
  • Related action: action-001

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

  • None yet.

Notes

1
2026-07-21 · noteupdated Jul 21

Summary

Context drop (typed note) logging a warm-lead pipeline update for Larkspur Cafe: on 2026-07-21, our rep visited the cafe, spoke with store manager Renata, and handed her the menu list. Renata passed the menu along to the boss/owner for review. The rep also now recognizes the boss/owner's face and can approach him directly on future visits instead of going through staff. As of the drop date (2026-08-04), no decision from the boss/owner on hosting a tasting session is recorded, and the planned week-of-2026-07-27 follow-up window has passed.

Extracted Facts

  • Fact: In-person visit and menu handoff

    • Value: Visited Larkspur Cafe on 2026-07-21, spoke with store manager Renata, and handed her the menu list
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-4.md (note cites earlier internal records, Raw/2026_07_21_voice_note_4.md and Raw/2026_07_21_voice_note_5.md, not themselves available in this CRM)

  • Fact: Menu passed to boss/owner for review

    • Value: Renata passed the menu list along to the boss/owner for review; decision on hosting a tasting session is pending
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-4.md

  • Fact: Boss/owner's face now recognized

    • Value: Our rep now recognizes the boss/owner's face and can approach him directly on the next visit instead of going through staff
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-4.md

  • Fact: Store manager contact and relationship note

    • Value: Renata (store manager) recommended the mango matcha to our rep during the visit
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-4.md

  • Fact: Lead classification and goal

    • Value: Classified as a warm lead (menu passed to owner, awaiting response); goal is to get a decision on hosting a tasting session; planned follow-up was the week of 2026-07-27
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-4.md

Customer Commitments

  • None identified — the boss/owner has not yet committed to anything; he is still reviewing the menu.

Our Commitments

  • Menu list handed to store manager Renata on 2026-07-21.

Questions Raised

  • Will the boss/owner agree to host a tasting session?

Products Discussed

  • SKU: none itemized in the note — a general menu/product list was handed over, but no specific SKUs are named
  • Use case: none specified
  • Feedback: none recorded from the boss/owner yet; note the "mango matcha" mentioned is a drink at Larkspur Cafe itself that Renata recommended to our rep, not one of our products

Original Evidence

  • Source channel: note (typed directly into the chat feed / uploaded document)
  • Source reference: _inbox/2026_08_04_text_note-4.md (Job: 7fbf58bac29b); note also cites Raw/2026_07_21_voice_note_4.md and Raw/2026_07_21_voice_note_5.md as its own sources, not independently available here
  • Relevant excerpt or transcript timestamp: "## Status\nWarm (menu passed to owner, awaiting response)\n\n## Activity Log\n- 2026-07-21: Visited cafe, spoke with store manager Renata, handed her the menu\n- 2026-07-21: Renata passed the menu list along to the boss/owner for review\n- 2026-07-21: Now recognize the manager's (boss/owner's) face, can approach him directly on the next visit instead of going through staff\n\n## Next Steps\n- Action: Follow up with the cafe\n- Reason: Boss/owner has not yet responded on whether to host a tasting session\n- Timeline: Next week (week of 2026-07-27)\n- Success metric: Get a decision on hosting a tasting session\n- Action: On the next visit, compliment Renata on the mango matcha (she recommended it) and approach the manager directly now that his face is known"