Jade Mountain Tea Trading
Trading翠山茶叶贸易有限公司 · Lam Siu Wai (Owner)
MONITOR38
Util
30%
Buffer
65d
Stress
6%
EWS
green
RC Prop
0.15
IntelIntelAI auto
NBANBARM
ContactContactRM
TrackTrackRM
CloseCloseRM
AI pipeline:
Sense
→Forecast
→Predict
1
Intel
AI Intelligence Summary
Analyzing trading signals
No active trigger signals.
Customer 360
Company Info
IndustryTea & Specialty Imports
RevenueHKD 18M (FY24)
Relationship4 years
EWS TierGREEN
Key People
Mr. Zhao JianminPrimary
Owner / GM
Product Holding
RC FacilityHKD 4M · Util 35%
30-day Cash-flow Forecast
HKDP90P50P10
P50 buffer
65 days
Trough in
30 days
Interaction History
2026-02-10Contacted
Pre-harvest season check; client secured spring tea supply, all good
— David Chan
2
Next Best Action
Recommended Action
No facility action recommended — client is in monitor state.
3
Contact
Personalized Talk Track
6 sections — tap a chip to jump
Opening
Key Points
Product Pitch
Objections & Responses
Closing
Internal Notes
4
Track
Contact Timeline
2026-03-05
CONTACTEDAnnual catch-up; business stable
Update Status
Current: Monitor
5
Close
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