Sample data

Cafés & leads

3 follow-ups due today
Where leads come from: Email & web form: arrive automatically from your Gmail Instagram, WhatsApp & in person: logged with “Log a lead” in a few seconds
Inquiry3
Web form · autoM

Morning Field Coffee

Austin · café

Asked about a matcha latte program for 2 sites.

Reply today
Draft ready: “Thanks for reaching out about your latte menu. Could we send you a sample kit…” Edit and send
Instagram · loggedS

Little Harbor Bakery

Portland · bakery

DM asking about baking-grade matcha.

Reply by Wed
In person · loggedJ

Oakline Studio Gym

Los Angeles · wellness

Met at a pop-up. Smoothie bar, small volume.

Samples sent2
Email · autoM

Seventh Street Tea Bar

New York · tea bar

Kit delivered 6 days ago. Usually decide within a week.

Follow up today
WhatsApp · loggedD

Granite Cove Café

San Diego · café

Kit shipped Friday.

Check in Thu
Pricing2
Email · autoS

Sunbird Hotels

California · 4 hotels

Price sheet sent. Asked for a 6-month option.

Follow up today
Instagram · loggedM

Willow & Ash

Brooklyn · café

Comparing with their current supplier.

First order2
Email · autoD

Bluegate Kitchen

Los Angeles · restaurant

First order shipped 12 days ago: 6 × Café Grade 1kg.

Ask how it went · Fri
In person · loggedJ

Kettle & Crane

Seattle · café

Order placed Saturday.

Regulars38
Email · autoM

Juniper Lane Café

Santa Monica · every 3 weeks

Last order 5 weeks ago (Shopify). Two weeks past its usual rhythm.

Late reorder
WhatsApp · loggedS

Harbor & Pine Cafés

Los Angeles · 6 sites · every 2 weeks

On rhythm. Volume up 12% since summer.

Email · autoD

Northshore Hotels

California · monthly

Next order expected 9 Nov.

Reorder rhythms come from Shopify order history, so a late café shows up here and on Home. Drafts are suggestions; a person edits and sends every message, in Nekohama's voice.