Action Items — Tuesday, May 19

8:42 AM

This Month · Revenue

$8,420

↑ 14% vs. April

Restock List · Members

↑ 3 new this week

Active Conversations

4 waiting on you

Upcoming Events

Smorgasburg in 3 weeks

Full dashboard →

Customer

Sort outreach by Surfacing customers past their usual rhythm

Outreach 5 cards · most overdue first

Outreach Wholesale 3 accounts

Three wholesale accounts are overdue by their usual rhythm.

Each one is past the 90-day mark they normally reorder on
Combined: $8,200 spent across them last year
One batch nudge, or open the list to handle individually

wholesale overdue batch

Outreach · One-of-a-kind Wholesale · Ann Arbor Cara Whitfield Restock 67d / usually 90d

Hazel's Provisions has an open thread worth following up on.

Cara mentioned interest in a private-label holiday box in Feb — thread still warm
No touch since · $3,840 spent last year · their best wholesale account
This one's not a batch nudge — it's a real conversation to revive

wholesale private-label-thread high-value

→ Draft email

Outreach DTC · Restock list 7 people

Seven restock list members went quiet — skipped the last 2 drops.

All were active customers in 2024 · stopped opening drop emails in Feb–Mar
Either fatigued, life happened, or the list isn't working for them anymore
One personal note each, before quietly removing from the active list

dtc restock-list at-risk batch

Outreach Event leads · 2024 35 contacts

35 Smorgasburg 2024 contacts never converted — and aren't on the restock list.

Met at the booth · gave you their email · never placed an order
Smorgasburg 2025 is 3 weeks out — natural moment to reach back
"You tried us once, here's how to never miss a drop"

smorgasburg-2024 event-leads list-conversion

Outreach Wholesale · samples promised 2 accounts

Two wholesale accounts are waiting on samples you promised.

Folio Wine Bar (Detroit) and Pastures Co-op (Kalamazoo)
Both promised samples within "next week" — that was 12 and 15 days ago
Salvageable with warm "running behind, here they come" notes

wholesale samples-promised operational

Opportunity 2 of 3 · moments to act on

Opportunity · 30-day window DTC · First-time buyers 4 people

Four first-time buyers are at the 30-day mark.

Each placed their first order roughly a month ago · all standard first-order baskets
This is the moment — most first-time buyers go silent unless you reach back
Batch personalized check-ins + soft restock-list invitations

first-time-buyers 30-day-window regulars-funnel

Opportunity · One-of-a-kind DTC · Royal Oak, MI Sarah Lindqvist Restock

Sarah Lindqvist is buying like a regular but isn't on the list.

4 orders in 5 months · came in via Detroit Free Press piece
Tagged you on Instagram twice — already acting as a referrer
One personal invite could turn her into your strongest informal advocate

dtc list-candidate press-mention high-value

→ Draft list invite

Observation 1 of 2 · patterns in the data

Observation Wholesale · Chicago 3 accounts

Three Chicago wholesale accounts reordered within 9 days of each other.

Publican Quality Meats, Bar Pastoral, Floriole — May 4–13
Last time this happened (Dec) it followed the Eater Chicago feature
Worth a look: is there press running, or are they recommending each other?

wholesale chicago pattern

On Deck 1 card · what to prep for

Resurfaced — you snoozed this 2 weeks ago

On Deck Event · 3 weeks out

Smorgasburg Detroit is three weeks out — here's last year's playbook.

Captured 47 contacts last year · 12 ordered · 6 became repeat buyers
Whitefish + Trout outsold Herring 3:1 at the booth · plan stock accordingly
Pre-event: send "see you there" note to last year's 35 non-converters (separate card above)

smorgasburg-2025 event-prep on-deck

↓ 3 more cards · tap to expand ↓

Analytics — Tuesday, May 19

Revenue · 90d

$24,180

↑ 18% vs. prior 90d

Restock List · Members

↑ 11 this quarter

Active Customers

142

↑ 9% vs. prior 90d

New Contacts · 30d

↑ 8 from Eastern Market

Customer Snapshot

First-time buyers

past 90 days · most from Smorgasburg & press

34%convert →

→ Repeat buyers

placed a 2nd order within 60 days

29%opt in →

→ Restock list

joined the list as a regular

83%retained

→ Active list members

still opening drops & ordering

The biggest gap

42 first-time buyers from the last 90 days haven't returned yet — the largest pool of customers who could become regulars.

The biggest opportunity

21 repeat buyers aren't on the restock list yet. Inviting them is the highest-leverage move this month.

Customer segments

Current status across your customer base

VIP

4+ orders · on restock list · your best advocates

At Risk

past their usual rhythm · surfacing in your feed

Lapsed

silent 6+ months · candidates for reactivation

Events — at a glance

Events this year

3 done · 4 upcoming

Contacts captured · YTD

↑ 28 from Smorgasburg '24

Converted to orders

33% conversion rate

Became regulars

12% of captures

Upcoming

Plan ahead · review last year's playbook

Jun

Smorgasburg Detroit

3 weeks out · last year: 47 captures · 12 ordered · 6 repeat buyers

smorgasburg-2025 prep-mode

Confirmed

→

Jun

Eastern Market Pop-up

Monthly · 4th appearance · avg 8 captures per visit

eastern-market recurring

Confirmed

→

Jul

Chicago Specialty Food Show

Trade show · wholesale-focused · first time attending

trade-show wholesale first-time

Tentative

→

Past · this year

Click any event to see who you captured there

May

Eastern Market Pop-up

12 captures · 2 ordered so far · 1 wholesale lead (Folio)

eastern-market-may-2026

17%

converted

Apr

Eastern Market Pop-up

8 captures · 3 ordered · 1 became repeat buyer

eastern-market-apr-2026

38%

converted

Jun '24

Smorgasburg Detroit

47 captures · 12 ordered · 6 became repeat buyers · 35 never converted

smorgasburg-2024 highest-volume

26%

converted