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CRM / Engage

Cleo Walsh

Customer
Café manager at Saturday Coffee Club · Owner: Marcus Reed · Added Jul 17, 2025
ActivityConversations2OpportunitiesAppointments2OrdersApps

Activity

Tuesday, September 29

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

Saturday, September 26

  1. Email sent by Marcus Reed

    Thanks for coming in! The proposal is attached: Sunrise on espresso and a rotating single origin for batch brew.

    Open conversation

Friday, September 25

  1. Email received
    Proposal

    The team loved the tasting! Can you send the proposal?

    Open conversation

Thursday, September 24

  1. Discovery call completed
    With Marcus Reed
    View appointment

Monday, September 21

  1. Discovery call booked
    Sep 24, 2026 at 9:00 AM with Marcus Reed
    View appointment

Thursday, August 20

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment

Wednesday, August 12

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

Tuesday, August 11

  1. Viewed Wholesale coffee for cafés and offices
    go.brightwave.coffee/wholesale

Sunday, August 9

  1. Wholesale tasting booked
    Aug 20, 2026 at 11:00 AM with Marcus Reed
    View appointment

Thursday, July 30

  1. Viewed Our sourcing
    brightwave.coffee/sourcing

Friday, January 2

  1. WhatsApp sent by Marcus Reed

    It launches November 2! I’ll drop a 2 lb sample with Friday’s delivery.

    Open conversation
  2. WhatsApp received

    We’d love to try the holiday blend for our seasonal menu.

    Open conversation

Jul 21, 2025

  1. Marcus Reed logged a call
    10 min · Invoice question

Jul 17, 2025

  1. Contact created
    Source: Referral