Workers

September 2026 statement

Disputed

Northbeam Local · Wholesale tastings that take place · Invoice WRK-202609-4102

Lines

As it closed on the 1st, with any adjustment since.

Line	Kind	Amount
9 kept appointments × $45	Results	$405.00
Monthly retainer	Retainer	$500.00
Total charged		$905.00

Dispute

Opened by Jordan Ellis on Oct 3, 2026

In review

In question: $90.00
Why: Two of the nine tastings (Lantern Café on Sep 3, Tin Roof Café on Sep 8) were booked by Marcus in August, before the engagement started. Northbeam’s reminder was the last touch, but the bookings were ours.
Evidence: CRM appointment history for Lantern Café and Tin Roof Café
Both bookings created by Marcus Reed on Aug 27 and Aug 29

Teresa Valdivia answered on Oct 4, 2026

Both cafés cancelled in late August. My rebooking message on Sep 1 brought them back, and the trail shows it. Under the deal, the last touch among the engagement’s artifacts counts.

Amani Faye at SalesEngine is reviewing it against the activity log, each result’s attribution trail and the frozen terms. Both sides see the outcome on their scorecard.

Results counted

What September 2026 counted, with the trail that led to each.

Tasting with Tin Roof CaféIn disputeSep 8, 2026
1. Booked by phone · Marcus Reed · Aug 29, 2:10 PM · not Northbeam Local’s work
2. Rebooking message after a cancellation · Teresa Valdivia · Sep 2, 10:00 AM
3. Reminder the day before · Teresa Valdivia · Sep 7, 4:00 PM · counted (last touch)
Tasting with Lantern CaféIn disputeSep 3, 2026
1. Booked by phone · Marcus Reed · Aug 27, 2:10 PM · not Northbeam Local’s work
2. Rebooking message after a cancellation · Teresa Valdivia · Sep 1, 10:00 AM
3. Reminder the day before · Teresa Valdivia · Sep 2, 4:00 PM · counted (last touch)
Tasting with Two Rivers CaféSep 30, 2026
1. Wholesale tasting invite · September · Teresa Valdivia · Sep 2, 9:00 AM
2. Booking link on Marcus’s calendar · Teresa Valdivia · Sep 26, 11:30 AM
3. Reminder the day before · Teresa Valdivia · Sep 29, 4:00 PM · counted (last touch)
Tasting with Marigold Kitchen & CoffeeSep 29, 2026
1. Wholesale tasting invite · September · Teresa Valdivia · Sep 2, 9:00 AM
2. Booking link on Marcus’s calendar · Teresa Valdivia · Sep 25, 11:30 AM
3. Reminder the day before · Teresa Valdivia · Sep 28, 4:00 PM · counted (last touch)
Tasting with Rise & Shine BakerySep 24, 2026
1. Wholesale tasting invite · September · Teresa Valdivia · Sep 2, 9:00 AM
2. Booking link on Marcus’s calendar · Teresa Valdivia · Sep 20, 11:30 AM
3. Reminder the day before · Teresa Valdivia · Sep 23, 4:00 PM · counted (last touch)
Tasting with Blue Heron CoffeeSep 22, 2026
1. Wholesale tasting invite · September · Teresa Valdivia · Sep 2, 9:00 AM
2. Booking link on Marcus’s calendar · Teresa Valdivia · Sep 18, 11:30 AM
3. Reminder the day before · Teresa Valdivia · Sep 21, 4:00 PM · counted (last touch)