Chelone
← Prospects

Marlowe Estate — Soho

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase
  • Follow up in person to confirm the tasting menu reached the manager, and to make direct contact with the managermedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: Marlowe Estate — Soho
  • Legal name: unknown
  • Business category: coffee shop / cafe (name and prior-visit reference suggest a multi-location chain; not independently confirmed)
  • Website: unknown
  • Instagram: unknown
  • Number of locations: unknown, but at least 2 — the note explicitly distinguishes this Soho location from another Marlowe Estate visited before (that earlier visit is not on file in this CRM)
  • Account owner: unknown

Locations

Location 1

  • Location name: Marlowe Estate — Soho
  • Address: unknown (only "Soho" neighborhood mentioned; exact address not provided)
  • Google Maps URL: unknown
  • Opening date: unknown
  • Shipping address: unknown
  • Status: prospect — visited 2026-08-04, manager not yet met

Contacts

Contact 1

  • Name: TBD (no manager contact obtained — managers were out of the shop at time of visit)
  • Role: unknown
  • Email: unknown
  • Phone: unknown
  • Preferred channel: unknown
  • Decision role: unknown

Commercial Information

  • Current matcha supplier: a tea dealer (name not confirmed / phonetic transcription only)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: Shop already carries a matcha product referred to as "Kano" (spelling unconfirmed), described as surprisingly rare to find in New York — suggests an existing, somewhat sophisticated matcha program already in place. Photo evidence from the 2026-08-04 visit confirms an iced matcha beverage is in fact served in-shop (in a "Marlowe Estate Coffee Roasters" branded cup), though the photo does not confirm the "Kano" product name specifically. A second photo from the same visit shows an in-shop "Marlowe Estate Coffee Roasters — MATCHA" product info card with specs: Origin Uji Tea Region, Tencha Maturation 12 Months, Harvest Chabasami, Milling Traditional Granite Stone Milling, Grade Usucha — confirming the existing matcha is Uji-sourced, stone-milled, ceremonial (Usucha) grade. The card does not itself say "Kano," so it isn't confirmed to be the same product referenced by that name.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: context drop note (_inbox/2026_08_04_text_note-27.md)
  • Open profile questions: confirm exact address, business category details, website/Instagram; identify and contact the manager; confirm the name of the current matcha supplier and existing matcha product ("Kano"); confirm whether the Uji/stone-milled/Usucha product card photographed is the same "Kano" product.
Contextupdated Aug 4

Current Situation

Marlowe Estate — Soho was visited on 2026-08-04 as a new prospect, explicitly distinct from another Marlowe Estate location visited previously (that prior visit is not otherwise recorded in this CRM). The manager was out at the time of the visit, so the tasting menu will be handed in later by staff — no direct contact with a decision-maker has been made yet. Notably, the shop already carries a matcha product ("Kano," spelling unconfirmed) described as rare to find in New York, and currently sources matcha from a tea dealer (name not confirmed). This suggests an existing, relatively sophisticated matcha program is already in place, which may affect the sales angle. A photo dropped the same day (captioned "Marlowe estate soho shop") visually confirms an iced matcha drink is in fact served in-shop, in a "Marlowe Estate Coffee Roasters" branded cup — corroborating the existing-matcha-program signal, though it doesn't independently confirm the "Kano" product name. A second photo from the same drop shows an in-shop product info card for "Marlowe Estate Coffee Roasters — MATCHA" with specs: Origin Uji Tea Region, Tencha Maturation 12 Months, Harvest Chabasami, Milling Traditional Granite Stone Milling, Grade Usucha. This confirms the existing matcha program is Uji-sourced, traditionally stone-milled, and ceremonial (Usucha) grade — a materially more sophisticated setup than a generic commodity matcha, though the card doesn't itself confirm this is the same "Kano" product mentioned in the visit note.

Key People

  • TBD — manager — not yet contacted (out of shop during visit)

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, but no manager contact made yet; tasting menu left with staff to pass along
  • Interest level: unknown — no direct conversation with a decision-maker has occurred
  • Urgency: unknown
  • Primary blocker: manager was not present during the visit; no direct contact channel exists yet
  • Buying readiness: unknown — shop already has an existing matcha supplier (name not confirmed) and a rare in-house matcha product ("Kano"), now confirmed via photo to be Uji-sourced, stone-milled, Usucha-grade — which likely means a higher bar to switch or add a supplier and a need to compete on quality, not just price
  • Opportunity potential: unknown — insufficient information, but existing sophisticated matcha program is a notable signal worth following up on
  • Main risk: lead could go stale if staff does not actually pass the tasting menu to the manager, or if no follow-up visit is made

Product Fit

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

Open Questions

  • Who is the manager/decision-maker at Marlowe Estate — Soho, and how can they be reached directly?
  • Did staff actually pass the tasting menu to the manager?
  • What is the correct spelling/brand of the existing "Kano" matcha product, and is it the same product as the photographed Uji/Usucha product card?
  • Who is the current supplier, and what is their name?
  • What is the exact address of this location?

Current Recommendation

Follow up with an in-person revisit to confirm the tasting menu reached the manager and to make direct contact. Given the shop already runs an existing matcha program (rare "Kano" product, current supplier (name unconfirmed), now confirmed to be Uji-origin/stone-milled/Usucha grade), lead with curiosity about their current setup and pricing/quality gaps rather than a cold generic pitch — this is a quality-literate buyer, so any counter-offer needs to hold up against a genuinely high-grade traditional matcha, not just be "cheaper."

Evidence Used

  • Timeline event: timeline/2026-08-04-store-visit-menu-left-with-staff.md
  • Timeline event: timeline/2026-08-04-photo-iced-matcha-drink-at-shop.md
  • Timeline event: timeline/2026-08-04-photo-matcha-product-card-uji-usucha.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Follow up in person to confirm the tasting menu reached the manager, and to make direct contact with the manager
  • Type: outreach
  • Reason: Visited 2026-08-04 but manager was out; tasting menu left with staff to hand in later, no direct contact obtained yet
  • Trigger: Store visit on 2026-08-04
  • Owner: unknown
  • Priority: medium
  • Status: ready
  • Due date: unspecified — revisit when manager is expected to be in
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none beyond revisiting in person
  • Completion condition: Direct contact with manager made, or confirmation tasting menu was received
  • Created from: timeline/2026-08-04-store-visit-menu-left-with-staff.md

Waiting on Customer

waiting-001

  • Item needed: Manager review of tasting menu handed to staff
  • Requested on: 2026-08-04
  • Follow-up date: unspecified
  • Related action: action-001

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

  • None yet.

Notes

3
2026-08-04 · visitupdated Aug 4

Summary

Photo dropped into the CRM, captioned "Marlowe estate soho shop" (typo for Marlowe Estate Soho shop), showing an iced matcha drink served in a branded "Marlowe Estate Coffee Roasters" cup on a wooden table, next to a "greenprint" paper straw wrapper. This is photographic evidence from the same 2026-08-04 visit already recorded in this account's timeline (see timeline/2026-08-04-store-visit-menu-left-with-staff.md), confirming the shop has an iced matcha beverage on its menu.

Extracted Facts

  • Fact: Shop serves an iced matcha beverage
    • Value: Photo shows a cold matcha drink over ice in a cup branded "Marlowe Estate Coffee Roasters," corroborating the earlier note that the shop already carries a matcha product ("Kano," spelling unconfirmed). The photo does not show a menu label, so it does not independently confirm the "Kano" product name — only that an iced matcha drink is served.
    • Scope: product
    • Status: confirmed
    • Source: _inbox/2026_08_04_photo.jpeg

Customer Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Products Discussed

  • SKU: none — no tasting requested or scheduled with us
  • Use case: shop's own existing iced matcha beverage program
  • Feedback: none from us; photo is evidence of their existing offering, not a tasting of our product

Original Evidence

  • Source channel: photo
  • Source reference: _inbox/2026_08_04_photo.jpeg
  • Relevant excerpt or transcript timestamp: Caption text: "Marlowe estate soho shop"
2026-08-04 · visitupdated Aug 4

Summary

Second photo dropped into the CRM the same day, captioned "Marlowe estate soho shop" (typo for Marlowe Estate Soho shop), showing an in-shop product info card for "Marlowe Estate Coffee Roasters — MATCHA" sitting on a countertop. The card lists detailed specs: Origin Uji Tea Region, Tencha Maturation 12 Months, Harvest Chabasami, Milling Traditional Granite Stone Milling, Grade Usucha. This is further photographic evidence from the same 2026-08-04 visit already recorded in this account's timeline, and gives much more specific detail on the sophistication of the shop's existing matcha program than was previously on file.

Extracted Facts

  • Fact: Shop displays a detailed product info card for its matcha

    • Value: Card branded "Marlowe Estate Coffee Roasters — MATCHA" lists Origin: Uji Tea Region; Tencha Maturation: 12 Months; Harvest: Chabasami; Milling: Traditional Granite Stone Milling; Grade: Usucha. The card does not display a "Kano" brand name, so it does not independently confirm the earlier "Kano" product reference — it may or may not be the same product.
    • Scope: product
    • Status: confirmed
    • Source: _inbox/2026_08_04_photo-2.jpeg
  • Fact: Existing matcha program is traditionally sourced and processed

    • Value: Uji-region origin, stone-milled, Usucha (ceremonial-grade thin tea) grade — indicates a relatively high-quality, traditionally produced matcha already in use, not a generic/commodity product
    • Scope: product
    • Status: inferred (grade/process terms read directly off the card; interpretation of "sophistication" is our own)
    • Source: _inbox/2026_08_04_photo-2.jpeg

Customer Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Products Discussed

  • SKU: none — no tasting requested or scheduled with us
  • Use case: shop's own existing matcha program (product spec card, not a sample of ours)
  • Feedback: none from us; photo is evidence of their existing offering's quality tier

Original Evidence

  • Source channel: photo
  • Source reference: _inbox/2026_08_04_photo-2.jpeg
  • Relevant excerpt or transcript timestamp: Caption text: "Marlowe estate soho shop"
2026-08-04 · visitupdated Aug 4

Summary

Context drop (typed note) introducing Marlowe Estate — Soho location as a new prospect, distinct from another Marlowe Estate location visited previously (that prior visit is not otherwise on file in this CRM). The store was visited on 2026-08-04; the manager was out, so the tasting menu will be handed in later by staff. Notably, the shop already carries a matcha called "Kano," described as quite rare to find in New York, and currently sources matcha from a tea dealer (name not confirmed).

Extracted Facts

  • Fact: New prospect — Marlowe Estate, Soho location

    • Value: Visited 2026-08-04; explicitly a different Marlowe Estate location from one visited before (that prior visit is not recorded in this CRM)
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-27.md
  • Fact: Manager not present at time of visit

    • Value: Managers were out of the shop; staff will hand in the tasting menu later (presumably to the manager) — no direct manager contact made
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-27.md
  • Fact: Shop already carries a matcha product called "Kano"

    • Value: Described as surprisingly rare to find in New York; exact product name/brand spelling unconfirmed (phonetic transcription)
    • Scope: company
    • Status: inferred (name likely phonetic — "Kano" not independently verified)
    • Source: _inbox/2026_08_04_text_note-27.md
  • Fact: Current matcha sourcing

    • Value: Currently sources matcha from a tea dealer; the dealer's name was not clearly captured
    • Scope: company
    • Status: inferred (name likely phonetic/unconfirmed)
    • Source: _inbox/2026_08_04_text_note-27.md

Customer Commitments

  • Staff to hand the tasting menu in to the manager; no timeline given ("later").

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Products Discussed

  • SKU: none yet — no tasting requested or scheduled
  • Use case: general matcha program (shop already carries a matcha product)
  • Feedback: none yet — no tasting has occurred

Original Evidence

  • Source channel: note
  • Source reference: _inbox/2026_08_04_text_note-27.md
  • Relevant excerpt or transcript timestamp: "so I just visited Marlowe estate in Soho so this is a different Marlowe estate from the one I visited before so make this as a new shop in the pipeline so managers are out of the shops so they will hand in the tasting menu later they surprisingly they have a matcha Kano which is quite rare in New York and then they currently source matcha from a tea dealer"