Chelone
← Prospects

Sunberry Acai

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase
  • Return to Sunberry Acai (Midtown) to ask for Andre directly and pitch a tasting session; if missed, follow up by emailmedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: Sunberry Acai
  • Legal name: unknown
  • Business category: Acai bowl shop (inferred from business name; not explicitly confirmed)
  • Website: unknown
  • Instagram: unknown
  • Number of locations: unknown
  • Account owner: unknown

Locations

Location 1

  • Location name: Midtown
  • Address: 986 6th Ave, New York, NY 10018
  • Opening date: unknown
  • Shipping address: unknown
  • Status: prospect (visited 2026-07-23)

Contacts

Contact 1

  • Name: Andre
  • Role: Manager
  • Email: unknown
  • Phone: unknown
  • Preferred channel: unknown
  • Decision role: presumed decision-maker (manager); not yet confirmed

Commercial Information

  • Current matcha supplier: unknown (not asked yet)
  • Estimated monthly usage: unknown
  • Payment terms: unknown
  • DUNS number: unknown
  • Notes: none yet

Data Quality

  • Last verified: 2026-08-04
  • Verified by: unknown
  • Open profile questions:
    • What is Andre's contact info (email/phone)?
    • What is Sunberry Acai's current matcha sourcing situation?
    • Is Midtown the only location, or are there others?
    • Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.
Contextupdated Aug 4

Current Situation

Sunberry Acai (Midtown location) is a cold lead. Our rep visited on 2026-07-23 and identified the manager as Andre, but Andre was out at the time and expected back an hour later. The rep planned to wait and revisit the same day, following up by email if Andre couldn't be reached in person. No direct conversation with Andre has been confirmed, and no product or sourcing discussion has occurred yet.

Key People

  • Andre — Manager — presumed decision-maker; identified by name but not yet spoken to directly

Customer Needs

  • Primary use case: unknown — no product or usage discussion has occurred
  • Expected volume: unknown
  • Flavor preference: unknown
  • Color preference: unknown
  • Target price: unknown
  • Lead-time requirement: unknown
  • Packaging preference: unknown

Commercial Assessment

  • Current stage: identified — manager identified by name, but no direct contact/exchange of information has occurred
  • Interest level: unknown — no interaction with Andre yet
  • Urgency: medium — same-day follow-up was planned, with an email fallback
  • Primary blocker: Andre was unavailable during the visit; direct contact not yet established
  • Buying readiness: cold — first visit only, manager not yet reached
  • Opportunity potential: unknown — no volume or price information available
  • Main risk: same-day revisit may again miss Andre, and no email address is on file to execute the fallback

Product Fit

  • Preferred SKU: unknown
  • Recommended SKU: unknown — no product discussion has occurred yet
  • Reason for recommendation: not yet applicable
  • Alternatives: not yet applicable

Open Questions

  • What is Andre's contact info (email/phone), especially for the email fallback plan?
  • What is Sunberry Acai's current matcha sourcing situation?
  • Did the same-day revisit on 2026-07-23 succeed in reaching Andre?

Current Recommendation

Return to the Midtown location to ask for Andre directly and pitch a tasting session; if he can't be reached in person, follow up by email (email address still needs to be obtained).

Evidence Used

  • Timeline event: timeline/2026-07-23-store-visit-manager-identified.md
Executionupdated Aug 4

Active Actions

action-001

  • Action: Return to Sunberry Acai (Midtown) to ask for Andre directly and pitch a tasting session; if missed, follow up by email
  • Type: outreach
  • Reason: Visit on 2026-07-23 identified the manager as Andre, but he was out and expected back an hour later; no direct conversation has occurred yet
  • Trigger: Store visit to Sunberry Acai (Midtown) on 2026-07-23 found Andre unavailable
  • Owner: unknown
  • Priority: medium
  • Status: proposed
  • Due date: 2026-07-23 (same day as visit; may already be past due — needs confirmation of outcome)
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: Andre's email address (for fallback), availability to revisit Midtown location
  • Completion condition: Direct conversation with Andre established, and tasting session pitched
  • Created from: timeline/2026-07-23-store-visit-manager-identified.md
  • Result:

Waiting on Customer

  • None yet.

Scheduled Follow-ups

  • None scheduled yet.

Completed Actions

  • None yet.

Notes

1
2026-07-23 · noteupdated Jul 23

Summary

Context drop (typed note) logging a first, cold visit to Sunberry Acai's Midtown location on 2026-07-23. The manager, identified as Andre, was out at the time but expected back an hour later. The plan was to wait and revisit the same day, following up by email if Andre couldn't be reached in person. No product or sourcing discussion has occurred yet.

Extracted Facts

  • Fact: In-person visit, manager identified but unavailable

    • Value: Visited Sunberry Acai's Midtown location on 2026-07-23; manager was out, expected back an hour later
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-20.md (note cites earlier internal records, Raw/2026_07_23_voice_note_4.md and Raw/2026_07_23_text_note_5.md, not themselves available in this CRM)
  • Fact: Manager identified by name

    • Value: Manager is Andre
    • Scope: contact
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-20.md
  • Fact: Current matcha sourcing unknown

    • Value: Not asked yet
    • Scope: company
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-20.md
  • Fact: Lead classification and plan

    • Value: Classified as cold (manager identified, not yet spoken to); plan is to wait and revisit the same day, follow up by email if Andre can't be reached in person; goal is to talk to Andre directly and pitch a tasting session; success metric is direct contact with Andre established
    • Scope: opportunity
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-20.md

Customer Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • What is Andre's contact info (email/phone)?
  • What is Sunberry Acai's current matcha sourcing situation?
  • Did the same-day revisit succeed in reaching Andre?

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-20.md (Job: 504926043b25); note also cites Raw/2026_07_23_voice_note_4.md and Raw/2026_07_23_text_note_5.md as its own sources, not independently available here
  • Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-23\n- Location: Midtown\n- Contact: Andre (manager)\n\n## Current Sourcing\n- Unknown (not asked yet)\n\n## Status\nCold (manager identified, not yet spoken to)\n\n## Activity Log\n- 2026-07-23: Visited. Manager was out but expected back an hour later; plan to wait and revisit same day, follow up by email if the manager can't be reached in person.\n- 2026-07-23: Manager identified as Andre.\n\n## Next Steps\n- Action: Return to the shop and ask for Andre; if missed, follow up by email\n- Timing: Same day (2026-07-23)\n- Goal: Talk to Andre directly and pitch a tasting session\n- Success metric: Direct contact with Andre established"