Harbor & Hearth

Company

• Business name: Harbor & Hearth
• Legal name: unknown
• Business category: unknown (name suggests a cafe/coffee chain, but this is inferred from the name only, not confirmed)
• Website: unknown
• Instagram: unknown
• Number of locations: multiple NYC locations (exact count not confirmed); chain structure with district managers, 3 district managers cover New York City
• Account owner: unknown

Locations

Location 1

• Location name: unknown (specific location visited 2026-07-30 not identified by address)
• Address: 131 E 7th St, New York, NY 10009
• Opening date: unknown
• Shipping address: unknown
• Status: visited in person 2026-07-30

Contacts

Contact 1

• Name: unknown (staff member, name TBD)
• Role: Staff
• Email: unknown
• Phone: unknown
• Preferred channel: in person
• Decision role: not a decision-maker — intermediary who agreed to relay the menu to her manager

Contact 2

• Name: unknown (store manager; not met during visit)
• Role: Store manager
• Email: unknown
• Phone: unknown
• Preferred channel: unknown
• Decision role: unknown — per source note, decision authority likely sits above the individual store manager, since this is a multi-location chain with district managers

Contact 3

• Name: unknown (3 district managers cover NYC; none identified by name yet)
• Role: District manager
• Email: unknown
• Phone: unknown
• Preferred channel: unknown
• Decision role: inferred to be the higher-leverage decision-making target, since Harbor & Hearth is a multi-location chain managed by district managers (not yet contacted)

Commercial Information

• Current matcha supplier: unknown (not asked as of the 2026-07-30 visit)
• Estimated monthly usage: unknown
• Payment terms: unknown
• DUNS number: unknown
• Notes: Warm lead; visited in person 2026-07-30, menu handed to staff, staff relaying to store manager. Multi-location NYC chain with 3 district managers; district-manager-level outreach is the stated goal given likely decision authority sits above the individual store manager.

Data Quality

• Last verified: 2026-08-04
• Verified by: context drop note (_inbox/2026_08_04_text_note-7.md)
• Open profile questions: find Harbor & Hearth's email address(es) online, including contacts for the 3 NYC district managers; confirm whether the store manager reviewed the menu; identify the visited location's address; confirm current matcha sourcing; confirm business category, website, Instagram, and total location count. Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.

Current Situation

Harbor & Hearth is a warm prospect visited in person on 2026-07-30, where our rep spoke with a staff member (name TBD; the manager was not present) and handed her the menu. The staff member said she would pass it along to her manager, who will follow up if there's interest. Harbor & Hearth is a multi-location NYC chain managed by district managers, with 3 district managers covering New York City — the source note flags that decision authority likely sits above the individual store manager, making district managers the higher-leverage target (similar structure noted for [[le_jardin]], another chain where the owner/decision-maker sits above the store manager, though that account is not otherwise present in this CRM). No current matcha sourcing, business category, or product needs have been confirmed yet.

Key People

• Staff member (name TBD) — Staff — received the menu on the 2026-07-30 visit and said she would pass it to her manager; not a decision-maker
• Store manager (name unknown) — not met during the visit; will reportedly follow up if there's interest
• District managers (names unknown, 3 covering NYC) — inferred to be the higher-leverage decision-making targets given the multi-location chain structure; not yet contacted

Customer Needs

• Primary use case: unknown
• Expected volume: unknown
• Flavor preference: unknown
• Color preference: unknown
• Target price: unknown
• Lead-time requirement: unknown
• Packaging preference: unknown

Commercial Assessment

• Current stage: contact — menu handed to staff on 2026-07-30 for delivery to the store manager; goal is to reach district-manager-level contacts across multiple locations
• Interest level: unknown — no direct signal from the manager yet; staff was receptive enough to accept and relay the menu
• Urgency: unknown
• Primary blocker: no direct contact yet with a store manager or district manager; email addresses for Harbor & Hearth and its district managers have not yet been found
• Buying readiness: unknown
• Opportunity potential: potentially larger than a single-location prospect given the multi-location NYC chain structure, but unconfirmed — no usage, volume, or business details established yet
• Main risk: relying on a staff intermediary and an unmet store manager could stall without direct district-manager contact; no location count or address confirmed for the visited store

Product Fit

• Preferred SKU: unknown — no discovery call or tasting has occurred
• Recommended SKU: unknown — insufficient information to recommend
• Reason for recommendation: not applicable yet
• Alternatives: not applicable yet

Open Questions

• What is Harbor & Hearth's email address, and can email addresses be found for each of the 3 NYC district managers?
• Did the store manager review the menu?
• How many total Harbor & Hearth locations exist, and which one was visited on 2026-07-30?
• What is Harbor & Hearth's current matcha sourcing?

Current Recommendation

Find Harbor & Hearth's email address online and follow up soon, approaching all 3 NYC district managers rather than just the single visited location's manager, since decision authority likely sits above the individual store manager in this chain structure. Goal is to get a tasting session scheduled with district-manager-level reach across multiple locations; success metric is direct contact established with at least one district manager.

Evidence Used

• Timeline event: timeline/2026-07-30-visit-menu-handed-to-staff.md

Active Actions

action-001

• Action: Find Harbor & Hearth's email address online and follow up, approaching all 3 NYC district managers rather than just the single visited location's manager
• Type: outreach
• Reason: Warm lead — menu handed to staff during the 2026-07-30 visit, staff to relay to the store manager, but Harbor & Hearth is a multi-location NYC chain where decision authority likely sits above the individual store manager, making district managers the higher-leverage target
• Trigger: In-person visit and menu handoff on 2026-07-30
• Owner: unknown
• Priority: medium
• Status: ready
• Due date: not specified (source note says "Soon")
• Approval required: no
• Agent permission: recommend_only
• Required inputs: Harbor & Hearth email address(es); contact details for the 3 NYC district managers
• Completion condition: Direct contact established with at least one district manager, or a tasting session is scheduled
• Created from: timeline/2026-07-30-visit-menu-handed-to-staff.md

Waiting on Customer

waiting-001

• Item needed: Store manager's response regarding the menu handed to staff
• Requested on: 2026-07-30
• Follow-up date: not specified
• Related action: action-001

Scheduled Follow-ups

• None scheduled yet.

Completed Actions

• None yet.

Summary

Context drop (typed note) logging a warm-lead pipeline update for Harbor & Hearth: on 2026-07-30, our rep visited a Harbor & Hearth location and spoke with a staff member (name TBD; the manager was not present). Our rep handed the menu to the staff member, who said she would pass it along to her manager, who will follow up if there's interest. The note flags that Harbor & Hearth is a multi-location NYC chain managed by district managers (3 covering NYC), and recommends approaching all three rather than just the single location's manager.

Extracted Facts

• Fact: In-person visit and menu handed to staff

  • Value: Visited a Harbor & Hearth location on 2026-07-30, spoke with a staff member (name TBD; manager not present), and handed her the menu
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-7.md (note cites an earlier internal record, Raw/2026_07_30_voice_note_2.md, not itself available in this CRM)

• Fact: Staff committed to escalating menu to manager

  • Value: Staff member said she would pass the menu to her manager, who will follow up if there's interest
  • Scope: contact
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-7.md

• Fact: Chain structure with district managers

  • Value: Harbor & Hearth has multiple NYC locations managed by district managers; 3 district managers cover New York City
  • Scope: company
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-7.md

• Fact: Decision authority likely above store manager (inferred)

  • Value: Being a multi-location chain, decision authority likely sits above the individual store manager; district managers are inferred to be the higher-leverage target
  • Scope: opportunity
  • Status: inferred
  • Source: _inbox/2026_08_04_text_note-7.md (note itself flags this as a comparison/inference, referencing another chain, [[le_jardin]], with a similar structure — that account is not otherwise present in this CRM)

• Fact: Current matcha sourcing not yet asked

  • Value: Unknown — not asked as of the 2026-07-30 visit
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-7.md

• Fact: Lead classification and goal

  • Value: Classified as a warm lead (menu handed to staff, staff relaying to manager); goal is to get a tasting session scheduled, ideally with district-manager-level reach across multiple locations; success metric is direct contact established with at least one district manager
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-7.md

Customer Commitments

• Staff member said she would pass the menu to her manager, who will follow up if there's interest (2026-07-30).

Our Commitments

• Menu handed to a staff member on 2026-07-30 for delivery to the store manager.

Questions Raised

• What is Harbor & Hearth's email address, and can email addresses be found for each of the 3 NYC district managers?
• Did the store manager review the menu?
• How many total Harbor & Hearth locations exist, and which one was visited on 2026-07-30?
• What is Harbor & Hearth's current matcha sourcing?

Products Discussed

• SKU: none discussed yet
• Use case: none discussed yet
• Feedback: none discussed yet

Original Evidence

• Source channel: note (typed directly into the chat feed / uploaded document)
• Source reference: _inbox/2026_08_04_text_note-7.md (Job: 9a1a6f3fc1a6); note also cites Raw/2026_07_30_voice_note_2.md as its own source, not independently available here
• Relevant excerpt or transcript timestamp: "## Contact Info\n- Visit date: 2026-07-30\n- Contact: Staff (name TBD), manager not met yet\n- Chain structure: multiple NYC locations, managed by district managers; 3 district managers cover New York City\n\n## Status\nWarm (menu handed to staff, staff relaying to manager)\n\n## Activity Log\n- 2026-07-30: Visited Harbor & Hearth, talked to staff, handed in the menu. Staff will pass the menu to her manager, who will follow up if there's interest.\n\n## Next Steps\n- Action: Find Harbor & Hearth's email address online and follow up. Given the chain has 3 district managers covering NYC, worth approaching all three rather than just the single location's manager.\n- Timing: Soon\n- Goal: Get a tasting session scheduled, ideally with district-manager-level reach across multiple locations\n- Success metric: Direct contact established with at least one district manager\n\n## Notes\n- Being a multi-location chain, decision authority likely sits above the individual store manager; district managers are the higher-leverage target (compare [[le_jardin]], another chain where the owner/decision-maker sits above the store manager)"