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CRM / Engage

Tobias Vance

Customer
Salt Lake City, UT · Owner: Hana Kobayashi · Added Feb 9, 2026
ActivityConversations1OpportunitiesAppointmentsOrdersApps

Activity

Tuesday, September 22

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

Thursday, September 3

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

Sunday, August 16

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

Monday, June 22

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

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

Monday, April 13

  1. Hana Kobayashi added a note

    Interested in the next cupping at the roastery.

Monday, March 23

  1. SMS sent by Elena Duarte

    Yes, a certificate of completion once you pass the final dial-in check.

    Open conversation
  2. SMS received

    Do you offer a certificate after Espresso Fundamentals?

    Open conversation

Friday, February 20

  1. Hana Kobayashi logged a call
    19 min · Which course to start with

Monday, February 9

  1. Opted in on Latte Art 101 webinar
    Funnel · go.brightwave.coffee/latte-art
  2. Contact created
    Source: Funnel · Latte Art 101 webinar