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CRM / Engage

Lina Underwood

Customer
Barista at Little Owl Coffee Bar · Owner: Elena Duarte · Added Sep 19, 2025
ActivityConversations1Opportunities1Appointments1OrdersApps

Activity

Monday, October 5

  1. Enrolled in Lesson completed → upsell Barista Academy
    Now at: Wait 1 day
    View automation

Tuesday, September 22

  1. Clicked a link in “The November cohort is open”
    Email campaign · November cohort is open
    View campaign

Saturday, August 1

  1. Viewed Barista Academy
    club.brightwave.coffee/academy

Thursday, July 23

  1. Barista training completed
    With Hana Kobayashi
    View appointment

Tuesday, July 14

  1. Barista training booked
    Jul 23, 2026 at 3:30 PM with Hana Kobayashi
    View appointment

Tuesday, June 9

  1. Enrolled in Lesson completed → upsell Barista Academy
    Completed
    View automation

Monday, June 8

  1. Enrolled in Lesson completed → upsell Barista Academy
    Completed
    View automation

Saturday, February 14

  1. Email sent by Elena Duarte

    Just yourself and a notebook! We provide aprons, milk and all the coffee.

    Open conversation
  2. Email received
    Training day

    What should I bring to the in-person training day?

    Open conversation

Oct 11, 2025

  1. Elena Duarte added a note

    Prefers email over SMS. Asked us not to call during work hours.

Oct 7, 2025

  1. Opportunity won: Little Owl Coffee Bar · team training (4 baristas)
    $2,900
    View opportunity

Sep 19, 2025

  1. Submitted Barista training interest
    club.brightwave.coffee/academy

    Phone: (503) 555-0180 Experience: New barista Preferred cohort: Self-paced Courses: Latte Art 101

    View submission
  2. Opportunity created: Little Owl Coffee Bar · team training (4 baristas)
    Academy enrollments · $2,900
    View opportunity
  3. Contact created
    Source: Website form · Barista training interest