Relish Coffee and More

Company

• Business name: Relish Coffee and More
• 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: 3725 Riverdale Ave, Bronx, NY 10463
• 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 — committed to showing the menu 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 will show the menu to the manager); not yet met or contacted directly

Commercial Information

• Current matcha supplier: unknown (not asked as of the 2026-07-19 visit)
• Estimated monthly usage: unknown
• Payment terms: unknown
• DUNS number: unknown
• Notes: Warm lead; visited in person 2026-07-19, spoke with staff who committed to showing the menu to the manager. Their current matcha was tasted and noted as "a bit grassy" — a concrete quality gap to pitch against on the revisit.

Data Quality

• Last verified: 2026-08-04
• Verified by: context drop note (_inbox/2026_08_04_text_note-23.md)
• Open profile questions: identify the manager's name and direct contact info; confirm the staff member's name; confirm whether the manager saw the menu; 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.

Current Situation

Relish Coffee and More was visited in person on 2026-07-19, where our rep spoke with staff (name not yet captured); the manager was not present. Staff told our rep they would show the menu 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. During the visit, our rep also tasted the shop's current matcha and noted it as "a bit grassy" — a concrete quality gap that can be used as feedback and a pitch angle on the revisit. The lead is classified as "warm" per the source note. The next step is to revisit when the manager is present, deliver the tasting feedback, and pitch a tasting session directly to the manager.

Key People

• Staff member (name TBD) — Role: Staff — committed to showing the menu to the manager; not a decision-maker.
• Manager (name unknown) — Role: Manager — likely decision-maker; not present during the visit and 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 2026-07-19; staff committed to showing the menu to the manager, but the manager has not been reached directly yet; goal is to talk to the manager directly and pitch a tasting session
• Interest level: unknown — staff's commitment to show the menu 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 handoff 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 when are they usually in?
• Did the staff member show the menu to the manager, and was there any reaction?
• What is Relish Coffee and More's current matcha sourcing (beyond the "grassy" tasting note)?
• What is Relish Coffee and More's business category, website, Instagram, and location/address?

Current Recommendation

Revisit Relish Coffee and More when the manager is present, since staff has already committed to showing the menu to them. Use the tasting feedback that their current matcha is "a bit grassy" as a concrete pitch angle against the competing product. The goal is to establish direct contact with the manager and pitch a tasting session; success is defined as direct contact with the manager.

Evidence Used

• Timeline event: timeline/2026-07-19-store-visit.md

Active Actions

action-001

• Action: Revisit Relish Coffee and More when the manager is present; give feedback that their current matcha tastes a bit grassy and position our matcha against that, then pitch a tasting session
• Type: outreach
• Reason: Warm lead — during the 2026-07-19 visit, staff committed to showing the menu to the manager, but there has been no direct contact with the manager yet; the "grassy" tasting note is a concrete pitch angle
• Trigger: Staff committed to showing the menu to the manager during the 2026-07-19 visit
• Owner: unknown
• Priority: medium
• Status: ready
• Due date: not specified (note says "soon"; confirm when the manager is usually in, if possible)
• Approval required: no
• Agent permission: recommend_only
• Required inputs: manager's name, schedule, 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/2026-07-19-store-visit.md
• Result:

Waiting on Customer

waiting-001

• Item needed: Manager's reaction after staff shows them the menu
• Requested on: 2026-07-19
• Follow-up date: not specified (note says "soon")
• Related action: action-001

Scheduled Follow-ups

• None scheduled yet.

Completed Actions

• None yet.

Summary

Context drop (typed note) logging a warm-lead pipeline update for Relish Coffee and More: on 2026-07-19, our rep visited the business and spoke with staff (name not yet captured); the manager was not present. Staff said they would show the menu to the manager. Our rep also tasted the shop's current matcha and noted it as "a bit grassy." 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 Relish Coffee and More on 2026-07-19 and spoke with staff (name TBD); the manager was not present during the visit
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-23.md (note cites earlier internal records, Raw/2026_07_19_relish_coffee_and_more_visit.md and Raw/2026_07_19_cinema_row_and_relish_feedback.md, not themselves available in this CRM)

• Fact: Staff committed to showing the menu to the manager

  • Value: Staff told our rep they would show the menu to the manager; need to come back when the manager is in
  • Scope: contact
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-23.md

• Fact: Current matcha sourcing not yet asked

  • Value: Unknown — not asked as of the 2026-07-19 visit
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-23.md

• Fact: Tasting note on current matcha

  • Value: Their current matcha was tasted (2026-07-19) and noted as "a bit grassy" — usable as feedback and a pitch angle on the revisit
  • Scope: product
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-23.md

• Fact: Lead classification and goal

  • Value: Classified as warm (staff will show the menu to the manager); goal is to revisit when the manager is there, give feedback on the grassy matcha, and pitch a tasting session directly to the manager; success metric is direct contact with the manager
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-23.md

Customer Commitments

• Staff said they would show the menu to the manager (2026-07-19).

Our Commitments

• None identified.

Questions Raised

• Who is the manager, and when are they usually in?
• Did the staff member show the menu to the manager, and was there any reaction?
• What is Relish Coffee and More's current matcha sourcing?

Products Discussed

• SKU: none discussed yet
• Use case: none discussed yet
• Feedback: Current matcha tasted "a bit grassy" (our rep's tasting note, 2026-07-19)

Original Evidence

• Source channel: note (typed directly into the chat feed)
• Source reference: _inbox/2026_08_04_text_note-23.md (Job: 98dc2c078ab7); note also cites Raw/2026_07_19_relish_coffee_and_more_visit.md and Raw/2026_07_19_cinema_row_and_relish_feedback.md as its own sources, not independently available here
• Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-19\n- Contact: Staff (name TBD), manager not present during visit\n\n## Current Sourcing\n- Unknown (not asked yet)\n\n## Status\nWarm (staff will show menu to manager)\n\n## Activity Log\n- 2026-07-19: Visited. Manager was not there; staff said they will show the menu to the manager. Need to come back when the manager is in.\n- 2026-07-19: Tasting note: their current matcha is a bit grassy. Use this as feedback and a pitch angle on the revisit.\n\n## Next Steps\n- Action: Revisit when the manager is there; give feedback that their current matcha tastes a bit grassy and position our matcha against that\n- Timing: Soon (confirm when manager is usually in, if possible)\n- Goal: Talk to the manager directly and pitch a tasting session\n- Success metric: Direct contact with manager established"