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← Prospects

Thimble & Sip

  1. Customer identified
  2. Contact made
  3. Tasting conducted
  4. Purchase confirmed
  5. Ongoing purchase
  • Run the in-person tasting of the new Shizuoka matcha blend (1st + 2nd harvest) at Thimble & Sip, confirmed for Thursday 2026-08-06 at 13:00high
  • Obtain Thimble & Sip's corporate name, corporate address, and EIN (for customs clearance/account setup), confirm the draft Sale and Purchase Agreement (sent 2026-06-02) has been reviewed, and pin down exact SKU/kg quantities for the Hojicha and Shizuoka Matcha order Derek referencedhigh
  • Have Nomi resume the Hojicha purchase-process thread that Kai handed off to hermedium

Vault

3
Profileupdated Aug 4

Company

  • Business name: Thimble & Sip
  • Legal name: unknown — corporate name was requested (2026-06-02) for customs clearance but never supplied
  • Business category: Café / bakery — matcha lattes/drinks and pastries (choux/cream puffs), per Derek Lin's "Owner, Pastry Chef" signature and product references throughout the thread
  • Website: unknown
  • Instagram: unknown
  • Number of locations: unknown — only one address (142 Bellmore Avenue) is referenced anywhere in the correspondence, but no email states this is the only location
  • Account owner: Derek Lin

Locations

Location 1

  • Location name: Thimble & Sip
  • Address: 253 West 51st Street, New York, NY 10019
  • Opening date: unknown
  • Shipping address: 142 Bellmore Ave, New York, NY 10023, United States (confirmed 2026-06-02; used for the 2026-06-04 sample shipment)
  • Status: operating

Contacts

Contact 1

  • Name: Derek Lin
  • Role: Owner, Pastry Chef
  • Email: thimbleandsip@gmail.com
  • Phone: 555-010-8835 (confirmed 2026-06-01)
  • Preferred channel: email (all correspondence to date has been by email)
  • Decision role: primary/sole known decision-maker

Commercial Information

  • Current matcha supplier: unknown — Derek described an existing ~100kg/2-3 month sourcing pattern on 2026-05-05 (before contact with Verdant Matcha Co.) but never named a supplier
  • Estimated monthly usage: unknown as a current/live figure — the only reference is Derek's 2026-05-05 statement of "about 100kg every 2-3 months," which describes his sourcing pattern at the time and has not been reconfirmed since
  • Payment terms: unknown
  • DUNS number: unknown — Verdant Matcha Co. requested an EIN (not DUNS) for customs clearance on 2026-06-02; never supplied
  • Notes: In-person tasting held 2026-05-20; Derek liked Matcha M 1st Harvest, Matcha Green Tea Premium 2 1st Harvest, Hojicha Dark Roast, and Genmaicha. A 300g Saga Matcha Green Tea Premium 2 sample was shipped 2026-06-04 (FedEx 872577141888) but Derek reported 2026-07-28 it "didn't perform as well" in his cream-puff cream; he also flagged the Hojicha Dark Roast's flavor as too weak for its price, while still stating clear intent to buy Hojicha. A template Sale and Purchase Agreement was sent 2026-06-02 for review (unsigned, no signature required yet) along with a request for corporate name/address/EIN — none of this was ever returned. A new Shizuoka matcha blend (1st + 2nd harvest) is being tasted in person on 2026-08-06 to address the flavor-strength feedback.

Data Quality

  • Last verified: 2026-08-04 (25 Gmail messages synced from thread_id 19debbee3e05cdad, covering 2026-05-21 through 2026-08-04)
  • Verified by: Gmail sync
  • Open profile questions: legal/corporate name and address, EIN, website, Instagram, exact number of locations, and the identity of Derek's prior/current matcha supplier.
Contextupdated Aug 5

Current Situation

Thimble & Sip is a pastry café/coffee shop at 142 Bellmore Avenue, New York, NY 10023, run by owner/pastry chef Derek Lin. A full Gmail thread synced on 2026-08-04 shows this account is far more advanced than the "just identified" state recorded earlier that day: Kai visited Thimble & Sip in person for a tasting session on 2026-05-20 (Derek tried several SKUs and sent Kai home with a matcha cream puff), and in June 2026 Derek asked how to place his first order. Verdant Matcha Co. (Nomi) shipped Derek a 300g sample of Saga Matcha Green Tea Premium 2 (FedEx tracking 872577141888, shipped 2026-06-04) and sent a template Sale and Purchase Agreement plus a request for corporate/EIN details for customs clearance — none of which Derek ever returned, and the thread went quiet for about seven weeks. Contact resumed 2026-07-28: Derek reported the sample "didn't perform as well" in his choux/cream-puff cream, and separately said the Hojicha Dark Roast's flavor was "not strong enough for the amount used at the price point" — while still stating he "definitely want[s] to buy the Hojicha." In response, Kai sourced a new Shizuoka matcha blend (1st + 2nd harvest) pitched as similarly priced but much stronger-tasting; after one scheduling false start (a 2026-07-31 visit was cancelled by Kai to wait for the new stock), the new samples arrived 2026-08-04 and the re-tasting is now locked in for Thursday 2026-08-06 at 13:00: Kai offered a 13:00-15:30 window, Derek confirmed "Thursday is fine" (2026-08-04 18:31 UTC), and Kai confirmed "see you around 13:00 then" (2026-08-04 18:54 UTC). No order, signed agreement, or payment has occurred to date, and the tasting itself has not yet taken place as of this refresh (2026-08-05).

Key People

  • Derek Lin — Owner, Pastry Chef, Thimble & Sip — sole known contact and decision-maker; email thimbleandsip@gmail.com, phone 555-010-8835 (confirmed 2026-06-01)

Customer Needs

  • Primary use case: Matcha lattes/drinks (1st-harvest ceremonial grade) and pastry fillings — vibrant-color 2nd-grade matcha and hojicha used in choux/cream-puff cream
  • Expected volume: unknown as a current figure — Derek stated on 2026-05-05 (before any Verdant Matcha Co. order) that he ordered "about 100kg every 2-3 months" from his then-supplier; not reconfirmed since, and no quantity has been specified for an actual Verdant Matcha Co. order
  • Flavor preference: wants a noticeably stronger flavor — both the Saga MGT-2 sample and the Hojicha Dark Roast were reported as too weak/underperforming
  • Color preference: vibrant green color for pastries (stated 2026-05-05, historic)
  • Target price: not explicitly stated; the Hojicha objection was about value ("flavor... not strong enough... for the price"), not the price itself
  • Lead-time requirement: Derek asked on 2026-06-01 whether shipment is "4 weeks" — question was never directly answered in the thread
  • Packaging preference: unknown

Commercial Assessment

  • Current stage: tasting — initial tasting and sampling completed, a draft sale agreement and customs paperwork are outstanding, and a second tasting (new Shizuoka blend) is now confirmed for 2026-08-06 13:00 to resolve prior objections before any order
  • Interest level: medium — Derek has repeatedly re-engaged, explicitly asked how to place an order, and says he wants to buy Hojicha, but there was a 7-week unexplained silence (2026-06-05 to 2026-07-27) and outstanding paperwork has gone unanswered for over two months
  • Urgency: medium — no hard customer-side deadline is on record; the nearest concrete date is the proposed 2026-08-06 tasting
  • Primary blocker: corporate/EIN details and SPA review, plus firm SKU/kg quantities, have never been supplied; the flavor-strength objections on the two SKUs tried so far are still unresolved pending the 2026-08-06 tasting of the new Shizuoka blend
  • Buying readiness: warm intent, stalled execution — Derek has twice stated purchase intent (2026-06-01 "how can I place my first order," 2026-07-28 "I definitely want to buy the Hojicha") but has not completed any of the administrative steps needed to convert that into an order
  • Opportunity potential: unknown/unquantified today; the only volume reference is the dated, unconfirmed ~100kg/2-3 months figure from 2026-05-05
  • Main risk: the account has already gone quiet once for 7 weeks after a sample fell short; if the 2026-08-06 tasting doesn't resolve the flavor complaints, or if the corporate/EIN and SPA items keep going unanswered, the deal could stall again

Product Fit

  • Preferred SKU: Hojicha Dark Roast — explicit purchase intent, but flagged as underpowered in flavor for its price (2026-07-29)
  • Recommended SKU: new Shizuoka matcha blend (1st + 2nd harvest) — pitched by Kai as similar price, much stronger taste, being tasted in person 2026-08-06
  • Reason for recommendation: intended to directly address the two flavor-strength complaints raised (cream-puff cream and hojicha)
  • Alternatives: Saga Matcha Green Tea Premium 2 (sampled, "didn't perform as well" in cream); Matcha M 1st Harvest, Genmaicha (liked at the original 2026-05-20 tasting but not revisited since)

Open Questions

  • Will the new Shizuoka blend resolve the flavor-strength objections raised on the prior samples?
  • Will Derek supply the corporate name, corporate address, and EIN requested on 2026-06-02 for customs clearance/account setup?
  • Has Derek reviewed the template Sale and Purchase Agreement sent 2026-06-02?
  • What exact SKU and kg quantities does Derek want for the Hojicha and Shizuoka Matcha order he referenced on 2026-06-01?
  • Is the Hojicha purchase-process handoff to Nomi (requested by Kai on 2026-07-30) still open, or was it addressed off-thread?
  • Is the ~4-week shipment lead time Derek asked about (2026-06-01) accurate, and does it work for him?

Current Recommendation

The 2026-08-06 13:00 tasting of the new Shizuoka blend is now confirmed — run it as planned. At or shortly after that tasting, use the in-person moment to close the two long-open loops that have stalled this deal for over two months: get the corporate name/address/EIN and SPA review needed for account setup, and pin down firm SKU/kg quantities so a first order can actually be placed.

Evidence Used

  • Timeline event: timeline/2026-08-04-prospect-identified.md
  • Timeline event: timeline/2026-05-21-email-re-following-up-complimentary-matcha-tas.md
  • Timeline event: timeline/2026-06-01-email-re-following-up-complimentary-matcha-tas.md (and -2 through -5)
  • Timeline event: timeline/2026-06-02-email-re-following-up-complimentary-matcha-tas.md
  • Timeline event: timeline/2026-06-04-email-re-following-up-complimentary-matcha-tas.md
  • Timeline event: timeline/2026-07-28-email-re-following-up-complimentary-matcha-tas.md (and -2)
  • Timeline event: timeline/2026-07-29-email-re-following-up-complimentary-matcha-tas.md (and -2)
  • Timeline event: timeline/2026-07-30-email-re-following-up-complimentary-matcha-tas.md (and -2 through -7)
  • Timeline event: timeline/2026-07-31-email-re-following-up-complimentary-matcha-tas.md (and -2, -3)
  • Timeline event: timeline/2026-08-04-email-re-following-up-complimentary-matcha-tas.md (and -2 through -5; -4 and -5 newly synced 2026-08-05, showing Derek accepting Thursday and Kai confirming 13:00)
Executionupdated Aug 5

Active Actions

action-001

  • Action: Run the in-person tasting of the new Shizuoka matcha blend (1st + 2nd harvest) at Thimble & Sip, confirmed for Thursday 2026-08-06 at 13:00
  • Type: tasting
  • Reason: New Shizuoka matcha samples arrived 2026-08-04; this tasting is meant to resolve the flavor-strength objections raised on the earlier Saga MGT-2 and Hojicha Dark Roast samples
  • Trigger: Kai offered 13:00-15:30 on Thu 2026-08-06 (2026-08-04); Derek confirmed "Thursday is fine" (2026-08-04 18:31 UTC) and Kai confirmed "see you around 13:00 then" (2026-08-04 18:54 UTC)
  • Owner: unknown
  • Priority: high
  • Status: scheduled
  • Due date: 2026-08-06
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none — time is confirmed
  • Completion condition: Tasting takes place and the outcome (whether the new blend resolves the flavor complaints) is recorded
  • Created from: timeline/2026-08-04-email-re-following-up-complimentary-matcha-tas-3.md; timeline/2026-08-04-email-re-following-up-complimentary-matcha-tas-5.md; timeline/2026-08-04-email-re-following-up-complimentary-matcha-tas-4.md
  • Result: Time confirmed 2026-08-04 (13:00 Thu 2026-08-06); tasting itself has not yet occurred as of this refresh (2026-08-05)

action-002

  • Action: Obtain Thimble & Sip's corporate name, corporate address, and EIN (for customs clearance/account setup), confirm the draft Sale and Purchase Agreement (sent 2026-06-02) has been reviewed, and pin down exact SKU/kg quantities for the Hojicha and Shizuoka Matcha order Derek referenced
  • Type: follow_up
  • Reason: Derek asked how to place his first order (2026-06-01) and confirmed he wants to buy Hojicha (2026-07-28), but the customs/account details and SPA requested on 2026-06-02 were never supplied, and no order quantities were ever specified — this is the main thing standing between stated intent and an actual order
  • Trigger: Nomi's 2026-06-02 request for corporate/EIN details and SPA review, still outstanding as of 2026-08-04
  • Owner: unknown
  • Priority: high
  • Status: waiting_customer
  • Due date: unknown — best raised alongside or shortly after the 2026-08-06 tasting
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none beyond following up with Derek
  • Completion condition: Corporate name, address, and EIN supplied; SPA reviewed/signed; SKU and kg quantities confirmed
  • Created from: timeline/2026-06-02-email-re-following-up-complimentary-matcha-tas.md; timeline/2026-07-28-email-re-following-up-complimentary-matcha-tas.md
  • Result:

action-003

  • Action: Have Nomi resume the Hojicha purchase-process thread that Kai handed off to her
  • Type: internal
  • Reason: On 2026-07-30 Kai asked Nomi to "navigate Derek on what to do next" for the Hojicha purchase; no follow-up from Nomi appears anywhere in the subsequently synced emails
  • Trigger: Kai's handoff request to Nomi, 2026-07-30
  • Owner: unknown
  • Priority: medium
  • Status: proposed
  • Due date: unknown
  • Approval required: no
  • Agent permission: recommend_only
  • Required inputs: none
  • Completion condition: Nomi sends Derek concrete next steps for the Hojicha purchase, or confirms this is now covered by action-002
  • Created from: timeline/2026-07-30-email-re-following-up-complimentary-matcha-tas.md
  • Result:

Waiting on Customer

waiting-001

  • Item needed: Corporate name, corporate address, EIN, SPA review/signature, and firm SKU/kg quantities for the Hojicha and Shizuoka Matcha order
  • Requested on: 2026-06-02 (outstanding since; over two months with no reply on this specific request)
  • Follow-up date: unknown — raise at/after the 2026-08-06 tasting
  • Related action: action-002

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-06 (after the tasting)
  • Condition: If the new Shizuoka blend tasting goes well
  • Action: Ship a sample of the new Shizuoka blend from Japan per Kai's 2026-07-30 offer, and push to close out the outstanding corporate/EIN, SPA, and order-quantity items
  • Owner: unknown

Completed Actions

  • action-001 (superseded, opened 2026-08-04, closed 2026-08-04): "Send an introductory outreach email to Thimble & Sip at thimbleandsip@gmail.com" — Status: completed. Result: Superseded by the same-day Gmail sync, which showed first contact, an in-person tasting (2026-05-20), and an ongoing relationship had already existed since May 2026 — no new intro outreach was needed. Original context (a bare business-name/email note with no known history) is preserved at timeline/2026-08-04-prospect-identified.md.
  • Sample shipped: 300g Saga Matcha Green Tea Premium 2, FedEx tracking 872577141888, shipped 2026-06-04 in response to Derek's 2026-06-01 request. Result: Derek reported 2026-07-28 that it "didn't perform as well" in his choux/cream-puff cream.
  • Time confirmation for the 2026-08-06 tasting (formerly waiting-001, requested 2026-08-04): resolved same day — Derek confirmed Thursday works and Kai confirmed 13:00. See action-001, which remains open pending the tasting itself.

Notes

1
2026-08-04 · noteupdated Aug 4

Summary

Context drop (typed note) introducing Thimble & Sip as a new prospect. Only the business name and a general contact email were provided — no visit, call, or outreach has occurred yet, and no business category, location, or named contact has been confirmed.

Extracted Facts

  • Fact: Business name

    • Value: Thimble & Sip
    • Scope: company
    • Status: confirmed
    • Source: _inbox/2026_08_04_text_note-25.md
  • Fact: Contact email

Customer Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Products Discussed

  • SKU: none yet
  • Use case: none yet
  • Feedback: none yet — no visit or conversation has occurred

Original Evidence

  • Source channel: note
  • Source reference: _inbox/2026_08_04_text_note-25.md
  • Relevant excerpt or transcript timestamp: "Thimble & Sip / thimbleandsip@gmail.com"

Emails

27