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CRM / Engage

Anika Jansen

Customer
Owner at Larch & Ember · Owner: Marcus Reed · Added Jun 18, 2025

Activity

Today

  1. Moved to Trial month
    Larch & Ember · co-branded retail bags

Tuesday, September 29

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

Saturday, September 26

  1. Opportunity created: Larch & Ember · co-branded retail bags
    Café partnerships · $21,000

Thursday, September 17

  1. Opportunity won: Larch & Ember · after-dinner espresso
    $35,600

Sunday, September 13

  1. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Friday, September 11

  1. Discovery call completed
    With Marcus Reed

Monday, September 7

  1. Discovery call booked
    Sep 11, 2026 at 12:00 PM with Marcus Reed

Friday, September 4

  1. Viewed Our sourcing
    brightwave.coffee/sourcing

Sunday, August 30

  1. Enrolled in Wholesale lead nurture
    Completed

Tuesday, August 25

  1. Viewed Our sourcing
    brightwave.coffee/sourcing

Monday, August 24

  1. Marcus Reed added a note

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

Tuesday, May 12

  1. Wholesale tasting marked as no-show
    With Marcus Reed

Friday, May 1

  1. Wholesale tasting booked
    May 12, 2026 at 11:30 AM with Marcus Reed

Thursday, March 12

  1. Email sent by Sam Okafor

    Done: 60 lb on Tuesday’s delivery.

    Open conversation
  2. Email received
    Next week’s order

    Can we bump next week’s order to 60 lb? Busy weekend ahead.

    Open conversation

Oct 28, 2025

  1. SMS sent by Marcus Reed

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

    Open conversation
  2. SMS received

    Do you offer barista training for new staff?

    Open conversation

Jun 18, 2025

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

    Business name: Larch & Ember Phone: (503) 555-0117 Type of business: Restaurant Coffee per month: 50–100 lb

    View submission
  2. Opportunity created: Larch & Ember · after-dinner espresso
    Wholesale accounts · $35,600
  3. Contact created
    Source: Website form · Wholesale inquiry