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SUBMISSION LEVEL 1
OCTALYSIS CERTIFICATE
JULY, 2020
INTRO
I have chosen to analyze the experience provided by Estación
Medellín, a coffee brand from Medellín, Colombia. This brand was
created in early 2020 by Maria Clara Ruiz, CEO of Zooming.co.
In the pre-pandemic world, Zooming.co provided travelers from
around the globe with meaningful coffee tours, where they could
visit several farms in the Antioquia region to have a first-hand
experience of the whole process required to produce a cup of the
world-famous Colombian coffee. These tours represented an extra
income for farming communities which helped them to ensure the
sustainability of their labor since selling their crops to distributors
doesn’t generate a lot of revenue.
After the worldwide spread of Covid-19, which severely affected the
travel industry, these farming communities lost one of their main
sources of wealth and began having trouble selling their crops,
endangering the wellbeing of a whole region. With the purpose of
helping these communities to endure the hard times ahead, Maria
Clara, also a highly experienced coffee-producer and taster created E
stación Medellín as a “Direct Trade” brand to help farmers export
high-quality coffee without the need for intermediaries.
TABLE OF
CONTENTS
Octalysis Strategy Dashboard
Analysis of the Current Experience
Brainstorm
Word of Thanks
Business Metrics
Player Types
Desired Actions
OCTALYSIS STRATEGY DASHBOARD
BUSINESS METRICS
BUSINESS METRICS
1. Six-month and Yearly Subscriptions
2. Single orders
3. Client Referrals
PLAYER TYPES
PLAYER TYPES
PLAYER TYPES
1. Connoisseur: High Knowledge & Daily Intake
2. Morning person: Low Knowledge & Daily Intake
3. Ritualist: High Knowledge & Occasional Intake
4. Sweet Tooth: Low Knowledge & Occasional Intake
High Knowledge: Knows a lot about the immense complexity of coffee
Low Knowledge: Knows the basics about coffee
Daily Intake: Can’t live without several cups of coffee throughout the day
Occasional Intake: Only drinks coffee on special occasions or social gatherings
CONNOISSEUR
• Prefers organic and Fair Trade
coffee brands
• Likes to know the "human" side of
coffee growing more deeply
• Seeks to continually increase
knowledge about coffee
• Likes to participate in courses and
workshops related to coffee
• Likes to share a nice cup of coffee
with other coffee connoisseurs
• Likes for his/her expertise to be
recognized by others
• Looks for special editions and rare
crops
• Can’t stand the idea of a good
pound of coffee losing its
freshness and taste
• Loves to try new specialty and
single-origin coffee brands
• Loves to taste, profile and discover
new flavors
• Is willing to pay a higher price
for a Specialty or Exotic coffee
• Likes to try different ways of making
coffee using high-tech and old
-fashioned techniques
• Likes to create new coffee recipes and
food pairings
MORNING PERSON
• Aims at doing something meaningful
each day• Coffee is a way to power-up the
day and helps to complete physical
and mental tasks
• Is always looking for success and
clear goals
• Seeks to optimize daily routine
• Likes to share a nice cup of coffee
with colleagues or friends
• Likes to optimize budget and find
great coffee deals
• Prefers to have coffee delivered to
home or work
• Lives and works in a high-pressure
environment
• Can't afford to waste time
• Prefers to drink a coffee brand that
knows and trusts
• Likes to drink a high-quality
coffee
• Can afford to buy premium
specialty coffee
• Prepares coffee the same way every
day
DESIRED ACTIONS
DESIRED ACTIONS
1. Open monthly newsletter emails
2. Subscribe to coffee tasting & brewing Workshops
3. Invite friends and family to coffee tastings
4. Generate referrals
5. Spend Coffee Points (CP’s)
6. Buy or Renew a six-month or yearly subscription
ANALYSIS OF THE
CURRENT EXPERIENCE
ANALYSIS OF THE CURRENT EXPERIENCE
• Users are supporting coffee farming communities
with each purchase
• Users are buying a certified Fair Trade coffee brand
which maximizes profit for coffee farming
communities
• Users are helping to keep coffee-tourism activities
alive while the Covid-19 pandemic disruption lasts
• Users can increase their skills and
knowledge about coffee brewing
and tasting
• Users learn new coffee recipes
• Users can brag about the unique
origin and social impact of the
coffee brand they're drinking
• Users can refer other coffee lovers
to share their experience
• Special and limited editions are
offered first to subscribers
• Bad timing could leave a customer
without coffee for days • Customers must consume
their coffee ASAP so it
doesn't lose freshness
• There's always the risk of
losing an order along the
way
• There's a huge amount of flavors to find and recognize in
any of the three coffee varieties available
• Since coffee is produced in small batches, the final taste
can have unique tones
• Every subscription receives a surprise gift item
(Colombian Flavor Kit) for pairing with coffee
• Users get a free Coffee-tour
Pass with every purchase
• Users win Coffee Points (CPs)
with every purchase
• Users can receive special
Estación Medellín merchandising
• Users can find ways to pair the
"Colombian Flavor kit" with their
favorite coffee recipe
BRAINSTORM
BRAINSTORM
NAME DESCRIPTION CD
For every subscription a young tree is planted in one of the farms. A special tag with the client's
picture and name will be hanged in this tree for every visitor to see. There's a public monthly goal
for adoptions to help the farmers increase their production capacity so everyone can contribute.
Users can win special coffee gadgets either by spending Coffee Points (CPs) or by reaching
referral milestones.
A special title won by the user who completes every virtual tour available. In the following
shipment, the client will receive a unique handcraft item made by artisans from any of the coffee
towns of Antioquia.
Every month a famous barista is invited for a virtual meet-n-greet with subscribers. During the
session this barista will share special tips and make a flavor profile of one of the coffee varieties
using the SCAA flavor Wheel. The result is not shared with the participants, remains a mistery.
Clients can use their coffee-tour passes to access a Virtual tour in one of the farms supported by
the brand. During this virtual tour, the user can find hidden clues and traceability facts that are
used to unlock additional virtual tours to explore the unique coffee towns that give every variety
its name.
A monthly challenge announced in the newsletter where participants must replicate the exact
flavor profile created by one of the famous baristas from the Meet-n-greet sessions. To achieve
this they must use their tasting skills. The winner takes a big prize pool of CP's. In the case of
multiple winners the prize is divided. If there are no winners the prize keeps growing for the next
month.
Adopt a tree 1,4,5
2,4,5
5,6,7
2,3,4,7
1,5,7
1,2,4
Brewing Gizmos
Meet the Barista
Palate Quest
Coffee town
Ambassador
Where every cup
begins
BRAINSTORM
NAME DESCRIPTION CD
A learning platform with many video lessons and on-demand workshops about coffee. Each user
can choose among several specialty paths concerning techniques, tools, and flavors. Users win
CP's for every completed activity and at the end of every path they get a certificate.
A special section of the Coffee Academy where users can collect recipes that use coffee as the
main ingredient shared by famous baristas or members of the community. Only subscribers can
share recipes and win CP's for upvotes. To unlock recipes, users must spend CP's.
A user that completes every path in the Coffee Academy and spends a huge amount of CP's wins
the privilege of requesting a tailor-made batch of coffee that will be sold as a limited edition until
sold out.
A monthly contest where users with the Latte Art specialization can compete for special editions
and prizes. The winner is the one with the most votes from the community.
Every successful referral becomes part of a personal guild, which can be named and have its own
emblem. Guilds can participate collectively in Palate Quests, increasing their chances of winning.
A random and limited period of time which occurs once every month and is announced in the
newsletter. During this period users can win twice the amount of CP's for every action in the
Coffee Academy. Subscribers have a special booster during this time (6-month +50%, yearly
+100%).
Coffee Academy 2,3,4
3,4,5
3,5
4,6,8,7
4,5
2,3,4,6
Recipe Lab
Latte Art Genius
Harvest Time
Soulbeans
Tasters Guild
To Isabel, for keeping me well fed and
loved. To Maria Clara for fighting against
the odds. To Yu-kai for creating this
amazing framework. To Gail for being an
amazing success buddy!
To anyone who reads this, thank you for
taking the time and energy to check my
submission. And for those of you who are
willing to provide me with feedback, much
obliged!
Stay healthy, stay safe
Felipe Munoz-Jaramillo
WORD OF
THANKS

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Level 1 Octalysis Certificate - Felipe Munoz-Jaramillo - EM Coffee

  • 1. SUBMISSION LEVEL 1 OCTALYSIS CERTIFICATE JULY, 2020
  • 2. INTRO I have chosen to analyze the experience provided by Estación Medellín, a coffee brand from Medellín, Colombia. This brand was created in early 2020 by Maria Clara Ruiz, CEO of Zooming.co. In the pre-pandemic world, Zooming.co provided travelers from around the globe with meaningful coffee tours, where they could visit several farms in the Antioquia region to have a first-hand experience of the whole process required to produce a cup of the world-famous Colombian coffee. These tours represented an extra income for farming communities which helped them to ensure the sustainability of their labor since selling their crops to distributors doesn’t generate a lot of revenue. After the worldwide spread of Covid-19, which severely affected the travel industry, these farming communities lost one of their main sources of wealth and began having trouble selling their crops, endangering the wellbeing of a whole region. With the purpose of helping these communities to endure the hard times ahead, Maria Clara, also a highly experienced coffee-producer and taster created E stación Medellín as a “Direct Trade” brand to help farmers export high-quality coffee without the need for intermediaries.
  • 3. TABLE OF CONTENTS Octalysis Strategy Dashboard Analysis of the Current Experience Brainstorm Word of Thanks Business Metrics Player Types Desired Actions
  • 6. BUSINESS METRICS 1. Six-month and Yearly Subscriptions 2. Single orders 3. Client Referrals
  • 9. PLAYER TYPES 1. Connoisseur: High Knowledge & Daily Intake 2. Morning person: Low Knowledge & Daily Intake 3. Ritualist: High Knowledge & Occasional Intake 4. Sweet Tooth: Low Knowledge & Occasional Intake High Knowledge: Knows a lot about the immense complexity of coffee Low Knowledge: Knows the basics about coffee Daily Intake: Can’t live without several cups of coffee throughout the day Occasional Intake: Only drinks coffee on special occasions or social gatherings
  • 10. CONNOISSEUR • Prefers organic and Fair Trade coffee brands • Likes to know the "human" side of coffee growing more deeply • Seeks to continually increase knowledge about coffee • Likes to participate in courses and workshops related to coffee • Likes to share a nice cup of coffee with other coffee connoisseurs • Likes for his/her expertise to be recognized by others • Looks for special editions and rare crops • Can’t stand the idea of a good pound of coffee losing its freshness and taste • Loves to try new specialty and single-origin coffee brands • Loves to taste, profile and discover new flavors • Is willing to pay a higher price for a Specialty or Exotic coffee • Likes to try different ways of making coffee using high-tech and old -fashioned techniques • Likes to create new coffee recipes and food pairings
  • 11. MORNING PERSON • Aims at doing something meaningful each day• Coffee is a way to power-up the day and helps to complete physical and mental tasks • Is always looking for success and clear goals • Seeks to optimize daily routine • Likes to share a nice cup of coffee with colleagues or friends • Likes to optimize budget and find great coffee deals • Prefers to have coffee delivered to home or work • Lives and works in a high-pressure environment • Can't afford to waste time • Prefers to drink a coffee brand that knows and trusts • Likes to drink a high-quality coffee • Can afford to buy premium specialty coffee • Prepares coffee the same way every day
  • 13. DESIRED ACTIONS 1. Open monthly newsletter emails 2. Subscribe to coffee tasting & brewing Workshops 3. Invite friends and family to coffee tastings 4. Generate referrals 5. Spend Coffee Points (CP’s) 6. Buy or Renew a six-month or yearly subscription
  • 15. ANALYSIS OF THE CURRENT EXPERIENCE • Users are supporting coffee farming communities with each purchase • Users are buying a certified Fair Trade coffee brand which maximizes profit for coffee farming communities • Users are helping to keep coffee-tourism activities alive while the Covid-19 pandemic disruption lasts • Users can increase their skills and knowledge about coffee brewing and tasting • Users learn new coffee recipes • Users can brag about the unique origin and social impact of the coffee brand they're drinking • Users can refer other coffee lovers to share their experience • Special and limited editions are offered first to subscribers • Bad timing could leave a customer without coffee for days • Customers must consume their coffee ASAP so it doesn't lose freshness • There's always the risk of losing an order along the way • There's a huge amount of flavors to find and recognize in any of the three coffee varieties available • Since coffee is produced in small batches, the final taste can have unique tones • Every subscription receives a surprise gift item (Colombian Flavor Kit) for pairing with coffee • Users get a free Coffee-tour Pass with every purchase • Users win Coffee Points (CPs) with every purchase • Users can receive special Estación Medellín merchandising • Users can find ways to pair the "Colombian Flavor kit" with their favorite coffee recipe
  • 17. BRAINSTORM NAME DESCRIPTION CD For every subscription a young tree is planted in one of the farms. A special tag with the client's picture and name will be hanged in this tree for every visitor to see. There's a public monthly goal for adoptions to help the farmers increase their production capacity so everyone can contribute. Users can win special coffee gadgets either by spending Coffee Points (CPs) or by reaching referral milestones. A special title won by the user who completes every virtual tour available. In the following shipment, the client will receive a unique handcraft item made by artisans from any of the coffee towns of Antioquia. Every month a famous barista is invited for a virtual meet-n-greet with subscribers. During the session this barista will share special tips and make a flavor profile of one of the coffee varieties using the SCAA flavor Wheel. The result is not shared with the participants, remains a mistery. Clients can use their coffee-tour passes to access a Virtual tour in one of the farms supported by the brand. During this virtual tour, the user can find hidden clues and traceability facts that are used to unlock additional virtual tours to explore the unique coffee towns that give every variety its name. A monthly challenge announced in the newsletter where participants must replicate the exact flavor profile created by one of the famous baristas from the Meet-n-greet sessions. To achieve this they must use their tasting skills. The winner takes a big prize pool of CP's. In the case of multiple winners the prize is divided. If there are no winners the prize keeps growing for the next month. Adopt a tree 1,4,5 2,4,5 5,6,7 2,3,4,7 1,5,7 1,2,4 Brewing Gizmos Meet the Barista Palate Quest Coffee town Ambassador Where every cup begins
  • 18. BRAINSTORM NAME DESCRIPTION CD A learning platform with many video lessons and on-demand workshops about coffee. Each user can choose among several specialty paths concerning techniques, tools, and flavors. Users win CP's for every completed activity and at the end of every path they get a certificate. A special section of the Coffee Academy where users can collect recipes that use coffee as the main ingredient shared by famous baristas or members of the community. Only subscribers can share recipes and win CP's for upvotes. To unlock recipes, users must spend CP's. A user that completes every path in the Coffee Academy and spends a huge amount of CP's wins the privilege of requesting a tailor-made batch of coffee that will be sold as a limited edition until sold out. A monthly contest where users with the Latte Art specialization can compete for special editions and prizes. The winner is the one with the most votes from the community. Every successful referral becomes part of a personal guild, which can be named and have its own emblem. Guilds can participate collectively in Palate Quests, increasing their chances of winning. A random and limited period of time which occurs once every month and is announced in the newsletter. During this period users can win twice the amount of CP's for every action in the Coffee Academy. Subscribers have a special booster during this time (6-month +50%, yearly +100%). Coffee Academy 2,3,4 3,4,5 3,5 4,6,8,7 4,5 2,3,4,6 Recipe Lab Latte Art Genius Harvest Time Soulbeans Tasters Guild
  • 19. To Isabel, for keeping me well fed and loved. To Maria Clara for fighting against the odds. To Yu-kai for creating this amazing framework. To Gail for being an amazing success buddy! To anyone who reads this, thank you for taking the time and energy to check my submission. And for those of you who are willing to provide me with feedback, much obliged! Stay healthy, stay safe Felipe Munoz-Jaramillo WORD OF THANKS