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CRM / Engage

Santiago Valdez

Customer
Office manager at Ironwood Software · Owner: Marcus Reed · Added Jun 6, 2025

Activity

Thursday, October 1

  1. Viewed Our sourcing
    brightwave.coffee/sourcing

Tuesday, September 29

  1. Clicked a link in “The holiday blend for your café menu”
    Email campaign · Holiday blend for cafés

Friday, September 25

  1. Opportunity won: Ironwood Software · holiday blend
    $3,400

Sunday, September 20

  1. Enrolled in Wholesale lead nurture
    Completed
  2. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Tuesday, September 15

  1. Discovery call completed
    With Marcus Reed

Saturday, September 12

  1. Discovery call booked
    Sep 15, 2026 at 2:00 PM with Marcus Reed

Thursday, August 27

  1. Wholesale tasting completed
    With Marcus Reed

Wednesday, August 19

  1. Wholesale tasting booked
    Aug 27, 2026 at 10:00 AM with Marcus Reed

Tuesday, August 4

  1. Enrolled in Wholesale lead nurture
    Completed

Thursday, June 25

  1. SMS sent by Jordan Ellis

    We do: two-hour sessions at our training bar with Hana, free for accounts over 50 lb a month.

    Open conversation

Wednesday, June 24

  1. SMS received

    Do you offer barista training for new staff?

    Open conversation

Sunday, May 31

  1. Opportunity created: Ironwood Software · holiday blend
    Café partnerships · $3,400

Thursday, May 14

  1. Email sent by Marcus Reed

    We work with a great local tech. I’ll text you his number; he can usually come the same week.

    Open conversation

Wednesday, May 13

  1. Email received
    Grinder service

    Our grinder burrs are worn. Do you service grinders or know someone who does?

    Open conversation

Thursday, May 7

  1. Opportunity won: Ironwood Software · office coffee
    $24,600

Jun 10, 2025

  1. Marcus Reed logged a call
    5 min · Delivery days and volume

Jun 6, 2025

  1. Submitted Wholesale inquiry
    go.brightwave.coffee/wholesale/inquiry

    Business name: Ironwood Software Phone: (503) 555-0138 Type of business: Office Coffee per month: 20–50 lb

    View submission
  2. Opportunity created: Ironwood Software · office coffee
    Wholesale accounts · $24,600
  3. Contact created
    Source: Website form · Wholesale inquiry