Chelone
← Prospects

Plum Blossom Tea

Pipeline stage

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

Next action

  • Retrieve the manager's phone number and follow up to schedule a tasting sessionhigh

Vault

3
Profileupdated Aug 4

Company

  • Business name: Plum Blossom Tea
  • Legal name: unknown
  • Business category: unknown (not stated in the source note)
  • Website: unknown
  • Instagram: unknown
  • Number of locations: unknown
  • Account owner: unknown

Locations

Location 1

  • Location name: Plum Blossom Tea (location visited 2026-07-22; not otherwise identified)
  • Address: 1032 6th Ave, New York, NY 10018
  • Opening date: unknown
  • Shipping address: unknown
  • Status: Visited 2026-07-22; manager's phone number obtained on-site

Contacts

Contact 1

  • Name: unknown (manager's name not recorded in the source note)
  • Role: Manager
  • Email: unknown
  • Phone: Obtained during the 2026-07-22 visit; the specific number was not recorded in the source note
  • Preferred channel: unknown
  • Decision role: unknown

Commercial Information

  • Current matcha supplier: unknown
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: none

Data Quality

  • Last verified: 2026-08-04
  • Verified by: unspecified field rep
  • Open profile questions:
    • What is the manager's name and phone number? (Obtained during the visit but not recorded in the source note.)
    • Does the manager have purchasing/decision authority, or is there an owner above them?
    • Business category, website, Instagram, address, and location count are all unconfirmed.
    • Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Plum Blossom Tea was visited on 2026-07-22, where our rep obtained the store manager's phone number; the specific number and the manager's name were not recorded in the source note. Status is Warm — contact has been obtained but no follow-up has been made yet. The stated next step is to follow up with the manager to schedule a tasting session, targeted within two weeks of the visit (by 2026-08-05). No product interest, needs, or commercial details have been discussed with the customer yet.

Key People

  • Manager (name unknown) — Manager — Phone number obtained 2026-07-22 during a visit, not yet recorded in the CRM; decision-making authority unknown

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 made — the manager's phone number was obtained during a visit, but no outreach has been sent yet and the number itself is not recorded in the CRM
  • Interest level: unknown — no pitch has been made yet
  • Urgency: Follow-up was targeted for within two weeks of the 2026-07-22 visit, i.e. by 2026-08-05 (tomorrow, relative to today's date of 2026-08-04)
  • Primary blocker: The manager's actual phone number was not recorded in the source note, so outreach cannot proceed until it is retrieved
  • Buying readiness: unknown
  • Opportunity potential: unknown — no volume, usage, or business details available
  • Main risk: The 2026-08-05 follow-up target is imminent and the phone number needed to act on it has not been recorded anywhere in the CRM

Product Fit

  • Preferred SKU: unknown
  • Recommended SKU: unknown
  • Reason for recommendation: not yet assessed — no product conversation has occurred
  • Alternatives: n/a

Open Questions

  • What is the manager's name and phone number?
  • Does the manager have purchasing authority, or is there an owner above them who is the real decision-maker?
  • What tea/coffee products does Plum Blossom Tea currently serve or source?

Current Recommendation

Retrieve the manager's phone number (obtained during the 2026-07-22 visit but not recorded in the source note) and follow up promptly to schedule a tasting session, since the internally stated target date (2026-08-05) is imminent.

Evidence Used

  • Timeline event or source reference: plum-blossom-tea/timeline/2026-07-22-manager-contact-obtained.md (source: _inbox/2026_08_04_text_note-18.md)
Executionupdated Aug 4

Active Actions

action-001

  • Action: Retrieve the manager's phone number and follow up to schedule a tasting session
  • Type: follow_up
  • Reason: The manager's phone number was obtained during the 2026-07-22 visit but was not recorded in the source note; the stated next step is to use it to schedule a tasting session
  • Trigger: none — ready as soon as the phone number is retrieved
  • Owner: unspecified field rep
  • Priority: high
  • Status: proposed
  • Due date: 2026-08-05
  • Approval required: yes
  • Agent permission: recommend_only
  • Required inputs: The manager's actual phone number (not present in the source note)
  • Completion condition: Tasting session scheduled with the manager
  • Created from: _inbox/2026_08_04_text_note-18.md
  • Result:

Waiting on Customer

  • None yet — no outreach has been sent.

Scheduled Follow-ups

  • None yet.

Completed Actions

  • None yet.

Notes

1
2026-07-22 · noteupdated Jul 22

Summary

Context drop (typed note) recapping a 2026-07-22 visit to Plum Blossom Tea, where our rep obtained the store manager's phone number; the manager's name and the specific number were not recorded in the note. Status is logged as Warm — contact obtained, follow-up pending. The stated next step is to follow up with the manager to schedule a tasting session, targeted within two weeks of the visit (by 2026-08-05).

Extracted Facts

  • Fact: Store visited

    • Value: Visited Plum Blossom Tea on 2026-07-22
    • Scope: company
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-18.md

  • Fact: Manager phone contact obtained

    • Value: Manager's phone number was obtained during the visit; the specific number was not recorded in this note
    • Scope: contact
    • Status: confirmed (that a number was obtained); the number itself is not recorded anywhere in this CRM
    • Source: _inbox/2026_08_04_text_note-18.md

  • Fact: Account status

    • Value: Warm (contact obtained, follow-up pending)
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-18.md

  • Fact: Planned next step

    • Value: Follow up with the manager to set up a tasting session, targeted within two weeks of the visit (by 2026-08-05); success metric is a scheduled tasting session
    • Scope: opportunity
    • Status: confirmed (as stated plan)
    • Source: _inbox/2026_08_04_text_note-18.md

Customer Commitments

  • None identified.

Our Commitments

  • None identified (plan, not yet a commitment made to the customer): follow up with the manager to schedule a tasting session by 2026-08-05.

Questions Raised

  • What is the manager's name and phone number?
  • Does the manager have purchasing authority for Plum Blossom Tea?

Products Discussed

  • SKU: none discussed yet
  • Use case: n/a
  • Feedback: n/a

Original Evidence

  • Source channel: note (typed directly into chat feed)
  • Source reference: _inbox/2026_08_04_text_note-18.md (referencing prior raw source Raw/2026_07_22_voice_note_6.md, not present in this CRM)
  • Relevant excerpt or transcript timestamp: "Visited Plum Blossom Tea, got the manager's phone number" / "Follow up with the manager to set up a tasting session"