Chelone
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MARRO Coffee

Pipeline stage

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

Next action

  • Follow up (revisit or call) to reach the MARRO Coffee manager directly, now that staff has flagged our introduction to themmedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: MARRO Coffee
  • Legal name: unknown
  • Business category: unknown (name suggests a coffee shop, 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: 68 Franklin St, New York, NY 10013
  • Opening date: unknown
  • Shipping address: unknown
  • Status: unknown

Contacts

Contact 1

  • Name: unknown (staff, name TBD)
  • Role: Staff
  • Email: unknown
  • Phone: unknown
  • Preferred channel: in person
  • Decision role: not a decision-maker — relayed a message about us 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 relevant decision-maker (inferred — staff relayed a message to the manager); not yet met or contacted directly

Commercial Information

  • Current matcha supplier: unknown (not asked as of the 2026-07-17 visit)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: Warm lead; visited in person 2026-07-17, spoke with staff who told the manager about us. No direct contact with the manager recorded yet.

Data Quality

  • Last verified: 2026-08-04
  • Verified by: context drop note (_inbox/2026_08_04_text_note-10.md)
  • Open profile questions: identify the manager's name and direct contact info; confirm whether the manager has been reached; 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

MARRO Coffee was visited in person on 2026-07-17, where our rep spoke with staff (name not yet captured); the manager was not present. Staff told our rep that they had already relayed a message about us to the manager. As of the drop date (2026-08-04), there has been no direct contact with the manager, and current matcha sourcing was not asked during the visit. The lead is classified as "warm" per the source note, since staff proactively flagged us to the manager. The next step is to follow up — by revisiting or calling — to reach the manager directly now that staff has raised the introduction, with the goal of getting a tasting session scheduled.

Key People

  • Staff member (name TBD) — Role: Staff — relayed an introduction about us to the manager; not a decision-maker.
  • Manager (name unknown) — Role: Manager — likely decision-maker; not yet met or 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 — visited 2026-07-17; staff relayed a message to the manager, but the manager has not been reached directly yet; goal is to schedule a tasting session
  • Interest level: unknown — staff's proactive relay to the manager is a positive signal, but there is no direct signal from the manager yet
  • Urgency: unknown
  • Primary blocker: manager not yet contacted directly
  • Buying readiness: unknown
  • Opportunity potential: unknown — no volume, usage, or current supplier information collected yet
  • Main risk: staff's relay to the manager may not lead anywhere without a direct follow-up

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 manager, and what is the best way to reach them directly?
  • Did the staff member's message to the manager result in any interest or feedback?
  • What is MARRO Coffee's current matcha sourcing?
  • What is MARRO Coffee's business category, website, Instagram, and location/address?

Current Recommendation

Follow up soon — by revisiting or calling — to reach the MARRO Coffee manager directly, since staff has already flagged the introduction to them. The goal is to get a tasting session scheduled with the manager; success is defined as establishing direct contact with the manager.

Evidence Used

  • Timeline event: timeline/2026-07-17-store-visit.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Follow up (revisit or call) to reach the MARRO Coffee manager directly, now that staff has flagged our introduction to them
  • Type: follow_up
  • Reason: Warm lead — during the 2026-07-17 visit, staff told our rep they had already relayed a message about us to the manager, but there has been no direct contact with the manager yet
  • Trigger: Staff confirmed relaying the message to the manager during the 2026-07-17 visit
  • Owner: unknown
  • Priority: medium
  • Status: ready
  • Due date: not specified (note says "soon")
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: manager's name and a direct contact method (or another in-person visit)
  • Completion condition: Direct contact with the manager is established, ideally leading to a scheduled tasting session
  • Created from: timeline/2026-07-17-store-visit.md
  • Result:

Waiting on Customer

waiting-001

  • Item needed: Manager's response following staff's relayed message
  • Requested on: 2026-07-17
  • Follow-up date: not specified (note says "soon")
  • Related action: action-001

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

  • None yet.

Notes

1
2026-07-17 · noteupdated Jul 17

Summary

Context drop (typed note) logging a warm-lead pipeline update for MARRO Coffee: on 2026-07-17, our rep visited the business and spoke with staff (name not yet captured); the manager was not met during the visit. Staff told our rep that they had already relayed a message about us to the manager. As of the drop date (2026-08-04), no direct contact with the manager is recorded.

Extracted Facts

  • Fact: In-person visit, spoke with staff

    • Value: Visited MARRO Coffee on 2026-07-17 and spoke with staff (name TBD); the manager was not met during the visit
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-10.md (note cites an earlier internal record, Raw/2026_07_17_marro_coffee_pipeline_update.md, not itself available in this CRM)

  • Fact: Staff relayed message to manager

    • Value: Staff told our rep they had already informed the manager about us
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-10.md

  • Fact: Current matcha sourcing not yet asked

    • Value: Unknown — not asked as of the 2026-07-17 visit
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-10.md

  • Fact: Lead classification and goal

    • Value: Classified as warm (staff relayed message to manager); goal is to follow up (revisit or call) to reach the manager directly and get a tasting session scheduled; success metric is direct contact with the manager
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-10.md

Customer Commitments

  • Staff said they had already told the manager about us (2026-07-17).

Our Commitments

  • None identified.

Questions Raised

  • Who is the manager, and how can they be reached directly?
  • Did the staff member's message result in any interest or feedback from the manager?
  • What is MARRO 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)
  • Source reference: _inbox/2026_08_04_text_note-10.md (Job: 062b8628bec2); note also cites Raw/2026_07_17_marro_coffee_pipeline_update.md as its own source, not independently available here
  • Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-17\n- Contact: Staff (name TBD), manager not met yet\n\n## Current Sourcing\n- Unknown (not asked yet)\n\n## Status\nWarm (staff relayed message to manager)\n\n## Activity Log\n- 2026-07-17: Visited. Staff already told the manager about us.\n\n## Next Steps\n- Action: Follow up (revisit or call) to reach the manager directly now that staff has flagged us\n- Timing: Soon\n- Goal: Get a tasting session scheduled with the manager\n- Success metric: Direct contact with manager established"