VELA

Company

• Business name: VELA
• Legal name: unknown
• Business category: unknown (likely a cafe, inferred only from the matcha tasting-menu context; not confirmed)
• Website: unknown
• Instagram: unknown
• Number of locations: unknown
• Account owner: unknown

Locations

Location 1

• Location name: unknown
• Address: unknown — described only as "between 27th Street and 26th Street" (no street name, city, or borough specified in source)
• Google Maps URL: unknown
• Opening date: unknown
• Shipping address: unknown
• Status: unknown

Contacts

Contact 1

• Name: Desmond
• Role: Manager (per source)
• Email: unknown
• Phone: unknown
• Preferred channel: unknown — not yet spoken to directly; met via staff during in-person visit
• Decision role: unknown (assumed to have some decision influence as manager, not confirmed)

Commercial Information

• Current matcha supplier: unknown
• Estimated monthly usage: unknown
• Payment terms: unknown
• DUNS number: unknown
• Notes: No direct contact with Desmond yet; a tasting menu was left with on-site staff during a visit on 2026-07-31.

Data Quality

• Last verified: 2026-08-04
• Verified by: context drop note (_inbox/2026_08_04_text_note-22.md)
• Open profile questions: confirm full address/location; confirm business category; confirm Desmond's contact details and decision role; confirm whether Desmond has responded since returning on 2026-08-03.

Current Situation

VELA is a cold-visit prospect located between 27th Street and 26th Street (exact address not captured). The location was visited on 2026-07-31, and a matcha tasting menu was handed to on-site staff, since Manager Desmond — the presumed decision-maker — was out until 2026-08-03 and was not spoken to directly. Staff indicated Desmond would reach out if interested in a matcha tasting after returning. As of the drop date (2026-08-04), no direct outreach has been made to Desmond (no email or phone contact captured), and no response is recorded yet. The plan is to wait for Desmond to initiate contact during the week of 2026-08-03, and to follow up in person if there's no word by mid-week.

Key People

• Desmond — Manager (per source) — presumed decision-maker; not yet spoken to directly; expected to reach out after returning 2026-08-03 if interested.

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 in person 2026-07-31, tasting menu left with staff, but no direct outreach or communication channel with Desmond (the decision-maker) has been established yet
• Interest level: unknown — no interaction with Desmond has occurred yet; staff-level receptiveness (accepted the menu) is the only signal so far
• Urgency: unknown
• Primary blocker: no direct contact with Desmond yet; outcome depends on Desmond initiating contact after returning 2026-08-03
• Buying readiness: unknown
• Opportunity potential: unknown — no business category, volume, or contact details confirmed yet
• Main risk: a passive "wait for them to reach out" plan can stall without a firm in-person follow-up if Desmond doesn't respond by mid-week

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

• What is Desmond's contact information (email or phone)?
• What is VELA's exact address and business category?
• Has Desmond returned and responded since 2026-08-03?
• What are VELA's product needs (volume, flavor, price, packaging)?

Current Recommendation

Hold on the plan to wait for Desmond to reach out during the week of 2026-08-03; if there is no response by mid-week, follow up in person as the source note specifies. Goal remains getting a tasting session scheduled.

Evidence Used

• Timeline event: timeline/2026-07-31-in-person-visit-menu-left-with-staff.md

Active Actions

action-001

• Action: Follow up with VELA in person if Manager Desmond has not reached out by mid-week (week of 2026-08-03)
• Type: follow_up
• Reason: Tasting menu was left with on-site staff on 2026-07-31 because Desmond (manager) was out until 2026-08-03; goal is to get a tasting session scheduled
• Trigger: No contact from Desmond by mid-week of 2026-08-03
• Owner: unknown
• Priority: medium
• Status: ready
• Due date: mid-week, week of 2026-08-03
• Approval required: no
• Agent permission: recommend_only
• Required inputs: confirmation of whether Desmond has reached out
• Completion condition: Desmond responds, or a tasting session is scheduled
• Created from: timeline/2026-07-31-in-person-visit-menu-left-with-staff.md
• Result:

Waiting on Customer

waiting-001

• Item needed: Response from Manager Desmond regarding interest in a matcha tasting
• Requested on: 2026-07-31
• Follow-up date: mid-week, week of 2026-08-03
• Related action: action-001

Scheduled Follow-ups

• None scheduled yet.

Completed Actions

• None yet.

Summary

Context drop (typed note) logging an in-person visit to VELA on 2026-07-31: a matcha tasting menu was handed to on-site staff. Manager Desmond, the presumed decision-maker, was out until 2026-08-03 and was not spoken to directly; staff indicated Desmond would contact the team if interested in a matcha tasting after returning.

Extracted Facts

• Fact: In-person visit and menu handoff

  • Value: Visited VELA on 2026-07-31 and handed the tasting menu to on-site staff
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-22.md

• Fact: Manager identified but not yet contacted

  • Value: Manager Desmond was out until 2026-08-03 (Monday); staff said Desmond would contact us if interested in a matcha tasting
  • Scope: contact
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-22.md

• Fact: Location description

  • Value: VELA is located between 27th Street and 26th Street (no further address detail given)
  • Scope: location
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-22.md

• Fact: Lead status and goal

  • Value: Classified as "warm" (menu handed to staff, manager expected to initiate contact); goal is to get a tasting session scheduled; success metric is a direct response from Desmond
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-22.md

Customer Commitments

• None identified — staff indicated Desmond would reach out if interested, but this is not a firm commitment from Desmond directly.

Our Commitments

• None identified beyond leaving the tasting menu with staff.

Questions Raised

• None identified.

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 / uploaded document)
• Source reference: _inbox/2026_08_04_text_note-22.md (Job: b050e4d79ba8); note also cites Raw/2026_07_31_voice_note_2.md as its own source, not independently available here
• Relevant excerpt or transcript timestamp: "## Contact Info\n- Location: between 27th Street and 26th Street\n- Visit date: 2026-07-31\n- Contact: Manager Desmond (met staff, not yet spoken to Desmond directly)\n\n## Status\nWarm (menu handed to staff, manager expected back and will initiate contact)\n\n## Activity Log\n- 2026-07-31: Visited VELA, handed the tasting menu to staff. Manager Desmond is out until next Monday (2026-08-03) and will contact us if interested in a matcha tasting.\n\n## Next Steps\n- Action: Wait for Desmond to reach out; if no contact by mid-week, follow up in person\n- Timing: Week of 2026-08-03\n- Goal: Get a tasting session scheduled\n- Success metric: Direct response from Desmond"