Otter and Finch Coffee

Company

• Business name: Otter and Finch Coffee
• Legal name: unknown
• Business category: Coffee shop / café (inferred from business name; not explicitly confirmed by source)
• Website: unknown (otterandfinchcoffee.com is the domain of the contact email, not confirmed as the live website)
• Instagram: unknown
• Number of locations: 1 (only one location referenced in source; not explicitly confirmed as their only location)
• Account owner: June

Locations

Location 1

• Location name: unknown
• Address: 20 W 43rd St, New York, NY 10036
• Opening date: unknown
• Shipping address: unknown
• Status: active (visited in person 2026-07-17)

Contacts

Contact 1

• Name: June
• Role: Owner
• Email: unknown (email on file, mika@otterandfinchcoffee.com, belongs to Mika, not June)
• Phone: unknown
• Preferred channel: email (intro email sent to June 2026-07-18)
• Decision role: owner — presumed primary decision-maker; not explicitly confirmed

Contact 2

• Name: Mika
• Role: Scheduling contact
• Email: mika@otterandfinchcoffee.com
• Phone: unknown
• Preferred channel: email
• Decision role: coordinated/scheduled the 2026-07-24 tasting session; decision authority not confirmed

Commercial Information

• Current matcha supplier: possibly "Kicha" (LA-based; name uncertain — source notes this is uncertain due to transcription)
• Estimated monthly usage: not quantified; source notes ~60% of afternoon orders are matcha-based (order-mix share, not a volume figure)
• Payment terms: unknown
• DUNS number: unknown
• Notes: Tasting session completed 2026-07-24. An internal note (2026-08-04) recorded the liked SKUs as SEITEN and ASAGIRI with more HOJICHA SAGA samples requested; the 2026-07-25 customer-facing follow-up email instead named MATCHA SEITEN, MATCHA SEIFU, and HOJICHA POWDER DARK ROAST as liked — these two SKU namings have not been reconciled (may be the same products under different names). Mika (2026-07-28 email) named hojicha as her personal favorite. Full landed pricing for a 20kg lot of each of the three quoted SKUs was sent 2026-07-28 ($2,578 / $3,186 / $1,250); a chase follow-up was sent 2026-08-05 with no reply yet. Full external tasting notes referenced in source as [[Tasting_Sessions/11_Otter_and_Finch_Coffee]], not independently available in this CRM.

Data Quality

• Last verified: 2026-08-05
• Verified by: context drop (typed note) plus direct email thread (gmail thread 19f9b3355f059723), cross-referencing internal source files cited within the note
• Open profile questions: confirm June's contact email (all correspondence since the tasting has been with Mika, not June); confirm current supplier name (transcribed as "Kicha," uncertain); confirm business category, address, website, and Instagram; confirm Mika's role/decision authority; reconcile the two different SKU-name sets used for the 2026-07-24 tasting (see notes above); Address sourced via web search on 2026-08-04, not yet confirmed by direct customer contact.

Current Situation

Otter and Finch Coffee is a warm, in-person-sourced prospect that has progressed from tasting into active pricing negotiation. June (owner) was reached via a 2026-07-17 store visit, contacted 2026-07-18 using a personal-connection outreach angle, replied 2026-07-21, and a tasting session was scheduled with Mika (scheduling contact). The tasting session was completed 2026-07-24.

The plan noted internally right after the tasting — sending an additional HOJICHA SAGA sample via a new Japan-side logistics contact — was not carried out; the emails show a different, more advanced path actually happened instead:

• 2026-07-25: Kai sent a follow-up "Thanks for your time yesterday" email recapping the liked SKUs (MATCHA SEITEN, MATCHA SEIFU, HOJICHA POWDER DARK ROAST) and looping in Nomi (Nomi Sato, Verdant Matcha Co.'s Head of Tea) for pricing/logistics support. This follow-up satisfies the "tasting conducted" bar (tasting happened + follow-up email sent).
• 2026-07-27: Mika explicitly said Otter and Finch is "looking at a long-term partnership with fairly sizable recurring orders" but raised the shipping cost as steep, asking about volume rates or a free-shipping threshold. Nomi explained the cost is FedEx's international air-shipment rate and offered to let the customer arrange their own (potentially cheaper) shipping.
• 2026-07-28: Mika replied very positively (called the quality "wonderful," named hojicha her personal favorite) and asked for the full landed price. Kai explained a 2026 harvest price increase, then sent full landed pricing for a 20kg lot of each SKU: SEITEN $2,578, SEIFU $3,186, HOJICHA POWDER DARK ROAST $1,250.
• 2026-08-05 (newly synced): Kai sent a chase follow-up asking how the pricing looks for their team. No reply from Mika/June as of this update.

The account remains "Hot" per the earlier internal status note, but the immediate next event needed is a customer reply to the pricing quote/chase.

Key People

• June — Owner — presumed primary decision-maker; contacted directly for outreach, decision authority not explicitly confirmed
• Mika — Scheduling contact — coordinated the 2026-07-24 tasting session; decision authority not confirmed

Customer Needs

• Primary use case: Afternoon matcha-based drinks — ~60% of afternoon orders are matcha-based per source note
• Expected volume: unknown — no volume figure given; the 2026-07-28 quote used 20kg per SKU only as a pricing reference, not a stated order size
• Flavor preference: MATCHA SEITEN, MATCHA SEIFU, and HOJICHA POWDER DARK ROAST were the SKUs named as liked in the 2026-07-25 recap email; hojicha named as Mika's personal favorite (2026-07-28). An earlier internal note used different SKU names (SEITEN, ASAGIRI, HOJICHA SAGA) for what appears to be the same tasting — unreconciled, see Open Questions.
• Color preference: unknown
• Target price: unknown — customer has not yet responded to the 2026-07-28 quote
• Lead-time requirement: unknown
• Packaging preference: unknown

Commercial Assessment

• Current stage: tasting — tasting is complete with a follow-up sent, and the account has moved into active pricing/shipping negotiation, but no order has been confirmed (a "deal" stage requires a won deal, not just a quote in progress)
• Interest level: high — customer explicitly described interest in a "long-term partnership with fairly sizable recurring orders" (2026-07-27) and praised quality repeatedly
• Urgency: medium — seller side is chasing actively (follow-up sent 2026-08-05), but no firm date or deadline has come from the customer, and there's been no reply to the pricing quote yet
• Primary blocker: no customer reply yet to the 2026-07-28 full landed pricing quote (chased 2026-08-05); the shipping-cost concern raised 2026-07-27 was addressed but not resolved with a discount, which may still weigh on the decision
• Buying readiness: warm-to-hot — completed tasting, explicit recurring-order intent stated, full landed pricing already quoted and awaiting response
• Opportunity potential: estimated only, based on the 2026-07-28 quote basis (20kg per SKU: $2,578 / $3,186 / $1,250, ~$7,014 combined) — not a confirmed order size
• Main risk: the unanswered 2026-08-05 chase could mean the shipping-cost/price-increase discussion made the customer hesitant; continued silence risks the "Hot" lead cooling

Product Fit

• Preferred SKU: not yet finalized by customer as an order; Mika named hojicha as her personal favorite (2026-07-28)
• Recommended SKU: MATCHA SEITEN, MATCHA SEIFU, and HOJICHA POWDER DARK ROAST — the three SKUs recapped as liked (2026-07-25) and quoted with full landed pricing (2026-07-28)
• Reason for recommendation: directly reflects the customer's own stated preference from the tasting and the pricing already extended to them
• Alternatives: none additional identified beyond the three quoted SKUs

Open Questions

• What is the actual current matcha supplier — source note is uncertain whether it's "Kicha" (possible transcription error)?
• What decision authority does Mika have versus June? June has not appeared directly in any email since the 2026-07-18 outreach; all tasting-onward correspondence is with Mika (and Nomi on our side).
• Are "ASAGIRI" / "HOJICHA SAGA" (named in the 2026-07-24 internal note) the same products as "MATCHA SEIFU" / "HOJICHA POWDER DARK ROAST" (named in the 2026-07-25 customer-facing recap email)? The two sources disagree on SKU names for what appears to be the same tasting, and this has not been reconciled.
• Will Mika/June reply to the 2026-08-05 pricing follow-up, and is shipping cost still a blocker to a recurring order?
• What volume/usage would a resulting order represent, beyond the 20kg-per-SKU quote basis?

Current Recommendation

Continue the 2026-08-05 chase if no reply arrives soon — the customer went quiet after receiving the full landed pricing quote (2026-07-28), and the shipping-cost concern they raised (2026-07-27) was explained but not resolved with a concession. Consider whether a volume-based shipping accommodation would unblock the "sizable recurring orders" they described wanting. Frame any follow-up around securing a confirmed order or an explicit next commitment.

Evidence Used

• Timeline events: timeline/2026-07-24-tasting-session-completed.md, timeline/2026-07-25-email-thanks-for-your-time-yesterday.md, timeline/2026-07-25-email-re-thanks-for-your-time-yesterday.md, timeline/2026-07-27-email-re-thanks-for-your-time-yesterday.md, timeline/2026-07-27-email-re-thanks-for-your-time-yesterday-2.md, timeline/2026-07-28-email-re-thanks-for-your-time-yesterday.md, timeline/2026-07-28-email-re-thanks-for-your-time-yesterday-2.md, timeline/2026-07-28-email-re-thanks-for-your-time-yesterday-3.md, timeline/2026-08-05-email-re-thanks-for-your-time-yesterday.md

Active Actions

action-001

• Action: Follow up with Otter and Finch Coffee on the 2026-07-28 full landed pricing quote (MATCHA SEITEN, MATCHA SEIFU, HOJICHA POWDER DARK ROAST — 20kg-per-SKU basis) and secure a purchase decision
• Type: follow_up
• Reason: Full landed pricing was sent 2026-07-28; a chase follow-up was sent 2026-08-05 asking how the pricing looks, but no customer reply has been received yet
• Trigger: Pricing quote sent 2026-07-28; chase follow-up sent 2026-08-05
• Owner: unknown
• Priority: high
• Status: waiting_customer
• Due date: not specified
• Approval required: no
• Agent permission: draft_only
• Required inputs: customer reply to the 2026-08-05 chase email
• Completion condition: Mika/June responds with a purchase decision (confirmed order or explicit next commitment) or with further feedback/objections (e.g. on shipping cost)
• Created from: timeline/2026-08-05-email-re-thanks-for-your-time-yesterday.md

Waiting on Customer

waiting-001

• Item needed: Reply to the 2026-07-28 full landed pricing quote / 2026-08-05 chase — a purchase decision, feedback, or objections (e.g. on shipping cost, raised 2026-07-27)
• Requested on: 2026-08-05
• Follow-up date: not specified
• Related action: action-001

Scheduled Follow-ups

• None scheduled yet.

Completed Actions

completed-001

• Action: Store visit and outreach — visited 2026-07-17, obtained owner June's email, sent introduction email 2026-07-18 using a personal-connection angle, received reply 2026-07-21, and completed a tasting session on 2026-07-24
• Type: outreach
• Priority: high
• Status: completed
• Owner: unknown
• Result: Tasting session held 2026-07-24. An internal note recorded the liked SKUs as SEITEN and ASAGIRI, with HOJICHA SAGA samples requested — this has not been reconciled with the SKU names used in the customer-facing follow-up email (see completed-002).

completed-002

• Action: Post-tasting follow-up email sent 2026-07-25 ("Thanks for your time yesterday"), recapping the liked SKUs (MATCHA SEITEN, MATCHA SEIFU, HOJICHA POWDER DARK ROAST) and looping in Nomi (Nomi Sato, Verdant Matcha Co. Head of Tea) for pricing/logistics support
• Type: follow_up
• Priority: high
• Status: completed
• Owner: unknown
• Result: Satisfies the tasting-conducted bar (tasting happened + follow-up sent). Mika replied 2026-07-27 raising shipping cost but explicitly stating interest in a long-term partnership with sizable recurring orders.

completed-003

• Action: Cancelled plan — sending an additional HOJICHA SAGA sample via a new Japan-side logistics contact (the next step noted internally right after the 2026-07-24 tasting)
• Type: sample
• Priority: high
• Status: cancelled
• Owner: unknown
• Result: Superseded — no email evidence this sample was ever sent. The thread instead moved directly into a pricing/shipping negotiation (see completed-004) that produced a full landed price quote without a further sample round.

completed-004

• Action: Pricing and shipping negotiation — Nomi explained the FedEx international shipping cost and offered to let the customer arrange their own shipping (2026-07-27); Kai explained a 2026 harvest price increase (2026-07-28) and then sent full landed pricing for a 20kg lot of each SKU: SEITEN $2,578, SEIFU $3,186, HOJICHA POWDER DARK ROAST $1,250 (2026-07-28)
• Type: quote
• Priority: high
• Status: completed
• Owner: unknown
• Result: Quote delivered 2026-07-28; no reply received before the 2026-08-05 chase (see action-001).

Summary

Context drop (typed note) covering the full Otter and Finch Coffee pipeline history to date: a 2026-07-17 store visit where owner June's email was obtained, a 2026-07-18 introduction email using a personal-connection angle, a 2026-07-21 reply leading to a tasting session scheduled with scheduling contact Mika, and the tasting session itself on 2026-07-24. At the tasting, SEITEN and ASAGIRI were the best-received SKUs, and the customer requested more HOJICHA SAGA samples. Status is logged as "Hot," awaiting a purchase decision.

Extracted Facts

• Fact: Store visit and owner contact obtained

  • Value: Visited 2026-07-17; obtained owner's email; owner identified as June
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md (citing Raw/2026_07_17_otter_and_finch_coffee_pipeline_update.md)

• Fact: Outreach angle chosen

  • Value: Personal-connection angle selected over cold pitch — "my wife loves this shop, that's why I want to work with you"
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md (citing Raw/2026_07_17_otter_and_finch_coffee_approach_update.md)

• Fact: Introduction email sent

  • Value: Sent to June on 2026-07-18
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md (citing Raw/2026_07_18_otter_finch_persimmon_email_sent.md)

• Fact: Reply received, tasting scheduled

  • Value: June responded 2026-07-21; tasting session scheduling then handled with Mika
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md

• Fact: Contact email

  • Value: mika@otterandfinchcoffee.com (Mika, scheduling contact)
  • Scope: contact
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md

• Fact: Tasting session completed

  • Value: Held 2026-07-24; cafe identity not stated on the recording itself but confirmed by cross-referencing this pipeline entry. Liked SEITEN and ASAGIRI best; requested more HOJICHA SAGA samples. Full notes referenced as [[Tasting_Sessions/11_Otter_and_Finch_Coffee]] (not independently available in this CRM).
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md (citing Raw/2026_07_24_text_note_7.md)

• Fact: Current sourcing

  • Value: Possibly "Kicha" (LA-based; name uncertain from transcription); ~60% of afternoon orders are matcha-based
  • Scope: company
  • Status: estimate
  • Source: _inbox/2026_08_04_text_note-6.md

• Fact: Pipeline status

  • Value: "Hot" — tasting session completed 2026-07-24, awaiting decision
  • Scope: opportunity
  • Status: confirmed
  • Source: _inbox/2026_08_04_text_note-6.md

Customer Commitments

• None identified.

Our Commitments

• Introduction email sent to June on 2026-07-18.
• Intent to send an additional HOJICHA SAGA sample via a new Japan-side logistics contact (handles export, shipping, contracts, pricing), followed up by email — not yet confirmed as sent.

Questions Raised

• None identified.

Products Discussed

• SKU: SEITEN
  • Use case: tasted at 2026-07-24 session
  • Feedback: liked best, along with ASAGIRI
• SKU: ASAGIRI
  • Use case: tasted at 2026-07-24 session
  • Feedback: liked best, along with SEITEN
• SKU: HOJICHA SAGA
  • Use case: tasted at 2026-07-24 session
  • Feedback: customer requested more samples

Original Evidence

• Source channel: note (typed directly into the chat feed / uploaded document)
• Source reference: _inbox/2026_08_04_text_note-6.md (Job: ed154bed0f6b); note also cites Raw/2026_07_17_otter_and_finch_coffee_pipeline_update.md, Raw/2026_07_17_otter_and_finch_coffee_approach_update.md, Raw/2026_07_18_otter_finch_persimmon_email_sent.md, and Raw/2026_07_24_text_note_7.md as its own sources, none independently available here
• Relevant excerpt or transcript timestamp: "## Status\nHot (tasting session completed 2026-07-24, awaiting decision)\n\n## Activity Log\n- 2026-07-24: Tasting session completed (cafe identity not stated on the recording itself; confirmed by cross-referencing this pipeline entry). Liked SEITEN and ASAGIRI best; requested more HOJICHA SAGA samples.\n\n## Next Steps\n- Action: Send additional HOJICHA SAGA sample, via the new Japan-side logistics contact (handles export, shipping, contracts, pricing); follow up by email\n- Timing: No firm date given\n- Goal: Move from sample follow-up to a purchase decision\n- Success metric: Confirmed order or explicit next commitment"