Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2025-09-25 Meeting participants: read.ai meeting notes, JanieceGarcia, Samuel Roberts, Amber Lin, Steven, YvetteRuiz
WEBVTT
1 00:00:52.780 ⇒ 00:00:53.920 Samuel Roberts: Hello!
2 00:00:55.050 ⇒ 00:00:56.220 Samuel Roberts: Alright, Janice.
3 00:01:16.520 ⇒ 00:01:18.560 JanieceGarcia: You’re so pretty!
4 00:01:21.170 ⇒ 00:01:23.980 JanieceGarcia: We’re doing, like, pumpkin pile deals.
5 00:01:24.570 ⇒ 00:01:30.649 JanieceGarcia: Like, you know how people put the big pumpkins in all different sizes and colors?
6 00:01:30.650 ⇒ 00:01:31.610 Samuel Roberts: Yeah.
7 00:01:31.610 ⇒ 00:01:32.870 JanieceGarcia: We’re doing that.
8 00:01:32.870 ⇒ 00:01:33.260 Samuel Roberts: Oh.
9 00:01:34.270 ⇒ 00:01:39.490 JanieceGarcia: And we just got our first picture shared with us.
10 00:01:40.770 ⇒ 00:01:41.840 JanieceGarcia: It’s pretty…
11 00:01:44.890 ⇒ 00:01:45.780 Samuel Roberts: Oh, yeah.
12 00:01:47.300 ⇒ 00:01:48.499 Samuel Roberts: That looks really nice.
13 00:01:49.200 ⇒ 00:01:50.210 JanieceGarcia: Like, okay!
14 00:01:51.210 ⇒ 00:01:52.919 JanieceGarcia: Our lawn guys can do it!
15 00:02:06.520 ⇒ 00:02:07.900 Amber Lin: Hi!
16 00:02:08.850 ⇒ 00:02:09.750 JanieceGarcia: Amber!
17 00:02:09.750 ⇒ 00:02:10.190 Samuel Roberts: Unbelievable.
18 00:02:10.949 ⇒ 00:02:13.269 Amber Lin: Do you know if Yvette’s joining today?
19 00:02:13.840 ⇒ 00:02:17.289 JanieceGarcia: I am not sure. She hasn’t told me anything.
20 00:02:25.550 ⇒ 00:02:27.909 Steven: Where… Janiece, where is… is Yvette here today?
21 00:02:28.550 ⇒ 00:02:30.209 JanieceGarcia: She’s working at home.
22 00:02:30.210 ⇒ 00:02:31.270 Steven: Oh, okay.
23 00:02:32.570 ⇒ 00:02:35.129 Steven: Did she come to the office? She wasn’t at the office today, was she?
24 00:02:35.130 ⇒ 00:02:35.640 JanieceGarcia: -
25 00:02:35.640 ⇒ 00:02:36.480 Steven: Okay, gotcha.
26 00:02:37.330 ⇒ 00:02:57.150 Amber Lin: Hmm, I see. Today’s meeting is just gonna be really short, especially since, Steven and Matt were meeting with you next week, so I want to keep it short so we don’t take up too much meeting time. And also, this week’s pretty quick updates, just want to run through, and, if I will… if she doesn’t join, I’ll send her an update so she gets that as well. Cool.
27 00:02:59.110 ⇒ 00:03:03.120 Amber Lin: Mmm… Alright.
28 00:03:08.190 ⇒ 00:03:12.680 Amber Lin: Right. So, right to our usage. We are actually…
29 00:03:12.830 ⇒ 00:03:21.249 Amber Lin: almost exactly the same as where we were at last week. We’re at one, less than last week.
30 00:03:21.250 ⇒ 00:03:39.040 Amber Lin: So, it means that we’re pretty stable, but it means also that there’s room to improve. I just want to show, the list of people, and then we can look at maybe who we want to include in next week’s working session to make sure that we get some more usage out of that.
31 00:03:39.460 ⇒ 00:03:48.260 Amber Lin: So… Brian and Clarissa Lauren, they are using it a lot. Clarissa is from, also, Leadline?
32 00:03:50.450 ⇒ 00:03:55.690 JanieceGarcia: Clarissa is from, Dispatch. She’s the one that was giving negative feedback.
33 00:03:57.040 ⇒ 00:03:59.389 JanieceGarcia: So, this is good to see that she’s…
34 00:03:59.960 ⇒ 00:04:06.239 Amber Lin: Yeah. Yeah, she definitely found a lot out of it, or else she would not have used it 50 times.
35 00:04:07.220 ⇒ 00:04:11.429 JanieceGarcia: Okay, I truly do believe that the working sessions do work.
36 00:04:11.670 ⇒ 00:04:14.139 JanieceGarcia: 100%. I really, really do.
37 00:04:14.720 ⇒ 00:04:26.700 Amber Lin: Yeah. We can look at this list and pick out who we want to add to the working sessions. I think especially now that we have… we’re gonna push out the,
38 00:04:26.800 ⇒ 00:04:38.269 Amber Lin: the database with zip codes, I think a lot of… a lot of people will get benefit from that. So, just wanna… maybe we’ll meet with Yvette, and then see what she… who she wants in the working session.
39 00:04:39.230 ⇒ 00:04:43.929 JanieceGarcia: I’m gonna get a couple people, I think I have an idea?
40 00:04:45.750 ⇒ 00:04:46.880 JanieceGarcia: But…
41 00:04:47.340 ⇒ 00:05:06.459 JanieceGarcia: And for… I know she is going to meet with, she’s gonna actually meet with, like, the heavy hitters, and see, so I know she’s kind of gonna do her own little working session, but she’s expecting all to do also a, sit-along with them. I don’t know if you saw that email come out.
42 00:05:06.460 ⇒ 00:05:07.980 Amber Lin: Yeah, I saw that email.
43 00:05:08.190 ⇒ 00:05:08.730 JanieceGarcia: Yeah.
44 00:05:11.490 ⇒ 00:05:16.120 Amber Lin: Awesome. Okay, so I’ll put that on my list.
45 00:05:16.650 ⇒ 00:05:19.309 Amber Lin: Let me note that down.
46 00:05:23.850 ⇒ 00:05:29.419 Amber Lin: Mmm… Alright, just one second…
47 00:05:39.090 ⇒ 00:05:40.959 Amber Lin: Then the next slide…
48 00:05:41.010 ⇒ 00:05:59.719 Amber Lin: So we’re almost at the end of September. Our usage is just 10% away from our goal, and we’re just hovering there, so I want to make sure, maybe next week we meet, I want to make sure that we find a way to push that through. I think the sit-alongs would help, and
49 00:05:59.720 ⇒ 00:06:02.899 Amber Lin: So hopefully we can get to that by the end of this month.
50 00:06:03.040 ⇒ 00:06:07.689 Amber Lin: And… And that will unlock some stuff for us.
51 00:06:08.800 ⇒ 00:06:17.379 Amber Lin: So, this week, I forgot to update the days here. The main progress we had is that the zip code database is ready to roll out.
52 00:06:17.380 ⇒ 00:06:35.779 Amber Lin: It has a lot more functionalities than what just the spreadsheet had before, and even when we’re working through a lot of the feedback that was about, zip codes, we found that the new database was able to answer a lot more of these questions.
53 00:06:35.790 ⇒ 00:06:44.909 Amber Lin: then the spreadsheet was not able to answer before. So, a lot of the feedback actually is resolved if we roll it out today.
54 00:06:45.810 ⇒ 00:06:54.719 Amber Lin: And we also have some updates on the form, so the form will not only be able to add, but also delete and update.
55 00:06:54.730 ⇒ 00:07:08.059 Amber Lin: On people’s assignments and zip codes, because we know sometimes people leave, or then they get upgraded, they do their training, so we want to make sure that we not only are just adding it to the database.
56 00:07:08.540 ⇒ 00:07:19.549 Samuel Roberts: I actually have a comment about the update. I was just, talking with Casey, we were trying to figure out, based on the old Google Sheet, how best to make it work,
57 00:07:19.890 ⇒ 00:07:31.719 Samuel Roberts: Basically, for the… for add, it’s easy, we can add things to the table. For delete, also easy to delete things from the table. Update becomes a little, ambiguous, potentially, about
58 00:07:31.850 ⇒ 00:07:36.200 Samuel Roberts: what is being updated. And so, do you have a screenshot of the update one?
59 00:07:36.660 ⇒ 00:07:38.979 Amber Lin: Oh, no, I haven’t.
60 00:07:38.980 ⇒ 00:07:41.910 Samuel Roberts: No, it’s fine. The ad is… the ad is basically similar,
61 00:07:42.080 ⇒ 00:07:51.959 Samuel Roberts: So, we’ll be able to have their name, and their role, and then the branch and zip, and then that goes to another page that lets you select the services.
62 00:07:53.750 ⇒ 00:08:13.060 Samuel Roberts: basically similar to the thing… there are probably a few different things from the Google Sheet, but I guess, what we were wondering as we were trying to get it to work, was if someone… if we select someone’s name and their role, that definitely finds us all the assignments that they have, for different services and locations.
63 00:08:13.100 ⇒ 00:08:19.309 Samuel Roberts: Once we put the location in that limits it even more, the question is, are we… Updating only, like.
64 00:08:19.490 ⇒ 00:08:30.039 Samuel Roberts: If someone is already on a branch and a zip code, we may have to have every zip code that they’re going to be on, on this form, because it will essentially replace it, if that makes sense.
65 00:08:30.530 ⇒ 00:08:32.210 Samuel Roberts: Rather than.
66 00:08:32.210 ⇒ 00:08:32.919 JanieceGarcia: So…
67 00:08:32.929 ⇒ 00:08:33.719 Samuel Roberts: Yeah, go ahead.
68 00:08:34.330 ⇒ 00:08:35.659 JanieceGarcia: Well, and I think…
69 00:08:36.059 ⇒ 00:08:50.050 JanieceGarcia: and this may help you a little bit, Sam, in answering your question, but if we are updating, so if we have, say, an inspector move from one… one side of the city to the other, they will no longer be…
70 00:08:50.480 ⇒ 00:08:52.809 JanieceGarcia: with the zip codes that they weren’t in, they’re actually.
71 00:08:52.810 ⇒ 00:08:58.290 Samuel Roberts: That’s what I’m making sure. I’m just making sure it wasn’t, like, additional zip codes, and if it is additional zip codes.
72 00:08:58.440 ⇒ 00:09:08.619 Samuel Roberts: whoever is running the update to the form will just have to include the current ones as well, so they stay there. But if that’s not relevant, it’s not a real issue then.
73 00:09:08.900 ⇒ 00:09:19.460 JanieceGarcia: Well, and I wonder, too, because we do have some inspectors where the inspectors, they’re covering larger areas right now, because we don’t have inspectors in those
74 00:09:19.690 ⇒ 00:09:21.210 JanieceGarcia: In other areas?
75 00:09:21.770 ⇒ 00:09:31.649 JanieceGarcia: And so that could potentially be an issue, but as long as we’re putting all of them, I think we’ll be… Yeah, so the current case with this type of form would be.
76 00:09:31.650 ⇒ 00:09:36.190 Samuel Roberts: If we’re… if they’re expanding, you just have to include the ones that they’re already in.
77 00:09:36.190 ⇒ 00:09:36.799 JanieceGarcia: They’re already in.
78 00:09:36.800 ⇒ 00:09:50.049 Samuel Roberts: Or in order to keep them in there, basically. And otherwise, it’ll just replace. I just wanted to make sure that that was kind of part of the flow normally. I didn’t know exactly, like, how people are filling out the current Google form, if it’s…
79 00:09:50.880 ⇒ 00:09:54.249 Samuel Roberts: kind of processed the same way. I know it’s manual right now, but…
80 00:09:54.250 ⇒ 00:09:55.190 Amber Lin: Hmm.
81 00:09:55.190 ⇒ 00:09:59.980 Samuel Roberts: this is something that we’ll definitely, like, if we had a more custom UI, we could improve it and let you, like.
82 00:10:00.400 ⇒ 00:10:03.159 Samuel Roberts: Select things and reselect things, but with the current
83 00:10:03.190 ⇒ 00:10:22.889 Samuel Roberts: you know, way we’re doing it until we, have a little more clarity on, kind of the custom UI element. It’s just a little… we’ll try to put a note in there, too, so that it will be clear, but I just want to make sure that that’s not, like, throwing off a workflow or something that… if someone… someone will need to know that, and we can put it in the form, but I want to make sure it wasn’t breaking anything.
84 00:10:22.900 ⇒ 00:10:26.039 Samuel Roberts: Like, if… what the standard process is right now.
85 00:10:27.780 ⇒ 00:10:35.859 Samuel Roberts: So it sounds like we’re okay to go forward the way we were thinking, and then I’ll, yeah, I’ll let… I’ll let him know, and we’ll probably have that out.
86 00:10:35.860 ⇒ 00:10:38.500 JanieceGarcia: And I think, too, and Yvette, you can answer this
87 00:10:38.620 ⇒ 00:10:41.049 JanieceGarcia: as well, but I think with…
88 00:10:41.200 ⇒ 00:10:47.850 JanieceGarcia: Yvette or I being the ones that get that, then we’re… it would be on myself to double-check and make sure.
89 00:10:47.850 ⇒ 00:10:49.010 Samuel Roberts: Yeah.
90 00:10:49.010 ⇒ 00:10:54.840 JanieceGarcia: that we’re entering everything correctly, because it’s not going to be open to everyone, right?
91 00:10:55.060 ⇒ 00:10:57.170 Samuel Roberts: I wasn’t sure if eventually it was or not, yeah.
92 00:10:57.170 ⇒ 00:10:57.640 JanieceGarcia: Okay.
93 00:10:57.640 ⇒ 00:11:09.269 YvetteRuiz: Yeah, because it would… that was… we could kind of… what we talked about, we would… I mean, we don’t want to be there forever, but yeah, I mean, I think that’s a… a checks and balance that we should be able to keep an eye on.
94 00:11:09.270 ⇒ 00:11:10.349 Amber Lin: Okay, yeah.
95 00:11:10.610 ⇒ 00:11:11.310 Samuel Roberts: Perfect.
96 00:11:11.480 ⇒ 00:11:28.630 Amber Lin: So, just to clarify on that, when we roll out this form, are we giving access to the, say, branch ma- not the branch managers, the service managers, or is it access only for you, Janiece, and Yvette?
97 00:11:30.560 ⇒ 00:11:34.380 YvetteRuiz: So, for the cells, it’ll be all the sales managers only.
98 00:11:34.890 ⇒ 00:11:39.369 YvetteRuiz: And then on the tech site, Janiece, I would think that would just be you and…
99 00:11:39.370 ⇒ 00:11:40.710 JanieceGarcia: So, Eric.
100 00:11:40.710 ⇒ 00:11:42.870 YvetteRuiz: Maybe, maybe? I don’t know.
101 00:11:42.870 ⇒ 00:12:00.310 Amber Lin: Okay, I see. And also, something that we did this week was that we made a feature so that you can see all the changes in the log. I think it’s currently in the sheet, so that if someone else made the change or submitted a change, you can go…
102 00:12:00.310 ⇒ 00:12:01.079 YvetteRuiz: Maybe one.
103 00:12:01.080 ⇒ 00:12:11.560 Amber Lin: per week and see, okay, these are the changes, are they correct? Did they affect anything? We can also test it, just so that we have record of what’s… what changes has been made.
104 00:12:11.900 ⇒ 00:12:12.390 JanieceGarcia: Perfect.
105 00:12:12.390 ⇒ 00:12:20.110 Samuel Roberts: Yeah, we figure also if there was a mistake accidentally, it would be easier for us to go in and see exactly what it was and update it ourselves if needed.
106 00:12:20.610 ⇒ 00:12:29.880 Samuel Roberts: And then we could also generate a report from that, probably, and have that emailed and things like that. Whatever kind of fits with what you need, but having that record is important, I think.
107 00:12:29.880 ⇒ 00:12:52.619 Amber Lin: Sam, do you think this will be ready by next week? I don’t know if you heard earlier, we are ready to roll out the database today, if you’re okay with that, so that people can benefit from the additional features, because it does answer some questions that what we have currently doesn’t. So if you’re okay with that, I’ll just let Casey enable access.
108 00:12:52.650 ⇒ 00:12:57.309 Amber Lin: To everyone, and then we can always roll it back if things don’t go well.
109 00:12:58.340 ⇒ 00:13:02.660 YvetteRuiz: Yeah, no, I’m totally cool with that. We can start testing it and trying it. I think that’d be really.
110 00:13:02.660 ⇒ 00:13:03.010 Amber Lin: Okay.
111 00:13:03.870 ⇒ 00:13:10.860 Amber Lin: Awesome. And then, question for Sam is, is this form going to be available for testing next week?
112 00:13:11.360 ⇒ 00:13:18.900 Samuel Roberts: Yeah, I think the add and delete are pretty solidified, because those are simpler, and then I was just meeting with Casey to…
113 00:13:19.170 ⇒ 00:13:22.009 Samuel Roberts: Figure out exactly how best to handle the update, and we were discussing
114 00:13:22.340 ⇒ 00:13:29.549 Samuel Roberts: And I told him I would get clarification and bring it back to him, and hopefully today we’ll finish that up and we can start testing a little bit internally.
115 00:13:29.550 ⇒ 00:13:35.340 Amber Lin: Awesome. So tomorrow, when I send the update, I’ll also send, like, a little tutorial on how to use this form.
116 00:13:35.840 ⇒ 00:13:36.410 Samuel Roberts: Cool.
117 00:13:37.850 ⇒ 00:13:38.350 YvetteRuiz: Perfect.
118 00:13:38.350 ⇒ 00:13:38.920 Amber Lin: Mmm…
119 00:13:39.870 ⇒ 00:13:51.730 Amber Lin: And then, next Tuesday, we’re meeting with Steven and Matt on the new UI plans, if we want to expand to that, and also just a high-level overview of
120 00:13:51.730 ⇒ 00:14:04.260 Amber Lin: our contract up to this day, because I think we’ve been working together for 8-9 months now, and it’s good that we do a little project review to see where we’re at, how we can improve, etc.
121 00:14:05.110 ⇒ 00:14:08.129 Samuel Roberts: Update on the transcripts as well, I did finally get access.
122 00:14:08.950 ⇒ 00:14:09.359 Amber Lin: this morning.
123 00:14:09.360 ⇒ 00:14:15.410 Samuel Roberts: So, I can… I’ve been starting to, there’s a lot to figure out how to exactly to…
124 00:14:15.540 ⇒ 00:14:26.639 Samuel Roberts: use the right IDs in 8x8 and find everyone, but I was at least able to download a transcript and see it, and so, I’m working to, like, match that up now with… with actual, Andy data, and then…
125 00:14:27.330 ⇒ 00:14:35.789 Samuel Roberts: hopefully get a little demo of that, at least. Yeah. But I did jump in today, and then was able to pull it, so that was a good progress, at least.
126 00:14:35.790 ⇒ 00:14:48.620 Amber Lin: Awesome. And Sam, I was thinking, now that we are able to access the transcripts, I really want to see what analytical insight we can draw from the transcripts, even before we connect it to Andy, because
127 00:14:48.620 ⇒ 00:14:56.770 Amber Lin: Even with just the transcripts, we can help you eventually tell, okay, here’s something that people keep asking that we don’t know.
128 00:14:57.320 ⇒ 00:15:07.139 Amber Lin: We can run these mass queries based on what you’ve seen so far on… say, we’ve run it on calls this week, calls today, or calls for this division.
129 00:15:07.540 ⇒ 00:15:09.000 Amber Lin: Is that something we can do?
130 00:15:09.000 ⇒ 00:15:10.070 YvetteRuiz: Seriously.
131 00:15:10.070 ⇒ 00:15:20.579 Samuel Roberts: Probably. I’m still kind of working out what exactly is available. The transcripts might need to be a little formatted, because they’re in a big… I think 8x8 has, like, a whole,
132 00:15:20.760 ⇒ 00:15:27.379 Samuel Roberts: confidence level for how confident it is that this word is right and things, so there’s a lot of, kind of, metadata there that I’ll have to…
133 00:15:27.800 ⇒ 00:15:34.820 Samuel Roberts: Just sort of get, like, a raw transcript we can read, but also will be helpful to have in general and know, like, oh, this… this might be wrong anyway.
134 00:15:35.020 ⇒ 00:15:44.490 Samuel Roberts: And then, yeah, once we have that, we can start to do some kind of more meta-analysis of what’s happening and see things, but I don’t want to promise too much yet, because I’m still digging in.
135 00:15:45.440 ⇒ 00:15:50.970 Amber Lin: I see. I think, Yvette, that’s all from me.
136 00:15:51.150 ⇒ 00:15:55.850 Amber Lin: Any questions you have on your side? Let me go back to our usage.
137 00:15:56.220 ⇒ 00:16:07.060 Amber Lin: So this is our… this is our uses this week. We’re exactly the same as last week, so we have a little bit of room, about, like, 15% before we hit our goal, and
138 00:16:07.190 ⇒ 00:16:13.059 Amber Lin: Janice just mentioned that Clarissa, where you see right here, which is…
139 00:16:13.410 ⇒ 00:16:15.100 YvetteRuiz: The one that didn’t want to use it?
140 00:16:15.100 ⇒ 00:16:17.500 Amber Lin: Yeah, and she’s using it a lot.
141 00:16:17.990 ⇒ 00:16:20.710 Amber Lin: The working session is… is working.
142 00:16:20.710 ⇒ 00:16:21.389 YvetteRuiz: Because maybe…
143 00:16:21.390 ⇒ 00:16:27.880 Amber Lin: If we talk to one of those persons that’s using Annie, like, once or zero times, maybe we’ll get another Clarissa.
144 00:16:28.320 ⇒ 00:16:29.160 YvetteRuiz: Yeah.
145 00:16:29.550 ⇒ 00:16:36.399 YvetteRuiz: I kind of figured she would, now that she’s in the Overflow Plus queue, so she needs to get answers.
146 00:16:36.400 ⇒ 00:16:36.720 JanieceGarcia: Sure.
147 00:16:36.720 ⇒ 00:16:38.670 YvetteRuiz: Going to get him, yeah.
148 00:16:39.010 ⇒ 00:16:39.420 Amber Lin: Yeah.
149 00:16:39.420 ⇒ 00:16:40.010 YvetteRuiz: Yeah, for sure.
150 00:16:40.010 ⇒ 00:16:45.610 Amber Lin: What do you think we should have in our working session next week? Who will benefit the most?
151 00:16:48.360 ⇒ 00:16:52.180 YvetteRuiz: Who’d you… who did you guys meet with this past week?
152 00:16:52.880 ⇒ 00:16:57.429 JanieceGarcia: The last time… the last time was for… Yesterday, I’m sorry. Yesterday… Oh, the last…
153 00:16:58.210 ⇒ 00:17:14.990 JanieceGarcia: yesterday, since being with Diana, but then also Yvette, because we’ve gone through the mechanical and, dispatchers that had it. Okay. And then, for home improvement, it was Scott and Tiffany I’ve already done… Brenda’s already been in one, so…
154 00:17:15.460 ⇒ 00:17:19.720 JanieceGarcia: Now that everybody’s opened up, though, and Lawn is…
155 00:17:20.060 ⇒ 00:17:23.390 JanieceGarcia: I was looking at Dylan.
156 00:17:23.650 ⇒ 00:17:28.399 JanieceGarcia: For sure, because I know he’s one, and I see his usage is pretty low.
157 00:17:28.510 ⇒ 00:17:30.850 JanieceGarcia: And I know he has access now.
158 00:17:31.130 ⇒ 00:17:31.800 YvetteRuiz: Yeah.
159 00:17:32.530 ⇒ 00:17:33.890 JanieceGarcia: But I’m not sure…
160 00:17:33.890 ⇒ 00:17:41.029 YvetteRuiz: You may want to regroup some of the pest agents up in here. Probably, like, the most re… the newer ones.
161 00:17:41.030 ⇒ 00:17:41.740 JanieceGarcia: newer ones.
162 00:17:41.740 ⇒ 00:17:44.480 YvetteRuiz: Because they have… they slipped down, I mean…
163 00:17:44.740 ⇒ 00:17:51.899 YvetteRuiz: Yeah, I was… since my last email earlier this week, I noticed that there was a lot of activity moving.
164 00:17:51.900 ⇒ 00:17:53.799 JanieceGarcia: When I sent everybody.
165 00:17:54.090 ⇒ 00:18:02.440 YvetteRuiz: my last email, so… yeah, I mean, you may want to just kind of go back through past, and then once lawn starts getting in there.
166 00:18:03.110 ⇒ 00:18:03.720 JanieceGarcia: then folks.
167 00:18:03.720 ⇒ 00:18:14.039 YvetteRuiz: Start working with them. Yeah, yep, yep. And then commercial just got added. Everybody in commercial started… I gave them access, earlier this week, so… Awesome.
168 00:18:14.040 ⇒ 00:18:19.989 Amber Lin: Okay. I remember last week we said we also wanted to add the routing folks. Did we end up adding them?
169 00:18:21.450 ⇒ 00:18:33.570 YvetteRuiz: I don’t… I know I had it on my list. I gotta go back and I gotta double check it, but I thought I added them, but I gotta double check. Denise, has anyone started testing it, or how do you… I…
170 00:18:33.770 ⇒ 00:18:35.850 YvetteRuiz: I’ll go back and I’ll just double check it.
171 00:18:36.070 ⇒ 00:18:53.969 JanieceGarcia: I know Diana, but I… I know Diana has it, because she had sent it to her yesterday, so she is using it, especially with the inspectors, as she’s checking them. So we should start seeing her on this list, but I’ll ask Eric, Vicki, and Eloy, so that way you don’t have to do… I can ask them as a group, Yvette.
172 00:18:54.260 ⇒ 00:19:06.690 YvetteRuiz: Okay. I’ll just export… I’ll just export the list real quick and go in there and look at it. I’m having a problem with one of the… I just got with Tim because I had given one of the lawn girls access
173 00:19:06.890 ⇒ 00:19:14.040 YvetteRuiz: for a while, and she still says that she can’t get in there, and she’s there, so… I gotta do a spot check.
174 00:19:14.340 ⇒ 00:19:14.870 Amber Lin: Oh, yeah.
175 00:19:15.830 ⇒ 00:19:27.090 Amber Lin: Yeah, and then last thing, I think, for the zip code database, I’ll ask Casey to enable access to everyone, and then I’ll draft an email and then send it to you so you can do an announcement.
176 00:19:27.650 ⇒ 00:19:29.320 YvetteRuiz: Okay, sounds good, sounds good.
177 00:19:29.960 ⇒ 00:19:38.220 YvetteRuiz: Like I said, the leaders will be, meeting with, I’ve had them select one person who they’re going to do their sit-alongs with.
178 00:19:38.220 ⇒ 00:19:40.670 Amber Lin: So then that way…
179 00:19:42.620 ⇒ 00:20:07.249 YvetteRuiz: we can see what kind of feedback we’re gonna get, so having them side by side to kind of just see, okay, are they using it? Is it working for them? Is it not? Why aren’t they using it? And get that data. And then I have a meeting that I am scheduled with just kind of the top users, and when I say the top users, it’s like, who… whoever in that department’s supposed to be driving it. So, like, in Home Improvement, it’s Scott who’s been the top person in,
180 00:20:07.370 ⇒ 00:20:14.430 YvetteRuiz: In mechanical, it should have been Ashley, right? And so all the people that are key… the key players, I’m going to be meeting with them.
181 00:20:14.430 ⇒ 00:20:17.000 Amber Lin: Okay.
182 00:20:17.000 ⇒ 00:20:22.980 YvetteRuiz: And Steven had… I invited… I mean, I haven’t invited him, but I said if he wanted to be part of that as well, he certainly can.
183 00:20:23.250 ⇒ 00:20:27.139 Steven: Yeah, Yvette, add me to it. Like I said, I just want to know, you know.
184 00:20:27.890 ⇒ 00:20:38.339 Steven: just feedback from them. Why are they using it more than others? Are they… are they using it just because we’re telling them to use it? Do they feel like it’s actually more valuable? What’s more valuable? What is still a pain point? So,
185 00:20:39.650 ⇒ 00:20:41.330 Steven: Yeah, I’m a little part of that.
186 00:20:42.270 ⇒ 00:20:43.020 YvetteRuiz: Yep, yep.
187 00:20:43.340 ⇒ 00:20:46.840 JanieceGarcia: I did have a 30-day check-in with Derek today.
188 00:20:46.920 ⇒ 00:21:03.069 JanieceGarcia: And I did talk to him a little bit about Andy, just seeing if he was actually using Andy and how it was for him. He said that it has been very helpful. One thing that he gave back, and I’m actually looking at putting him in the working session next week, but
189 00:21:03.070 ⇒ 00:21:18.130 JanieceGarcia: One thing that he said was the prompts, you know, knowing that we’re on a phone call and not having to think of the questions, but it just throwing suggestions or something out there, for them to help them out, especially with, like, newer CSRs.
190 00:21:18.530 ⇒ 00:21:18.880 Amber Lin: he gets.
191 00:21:18.880 ⇒ 00:21:23.920 JanieceGarcia: It’s tangled within his words, so… just knowing the scripts, basically.
192 00:21:24.640 ⇒ 00:21:30.759 YvetteRuiz: That goes back to voice, I mean, hopefully, you know what I mean? I mean, that’s kind of the… we know that…
193 00:21:31.280 ⇒ 00:21:43.209 YvetteRuiz: That would kind of be the best. Yeah, I thought it was kind of interesting, because we had, my HR person come to me. She was having some conversation with one of our agents, and
194 00:21:43.410 ⇒ 00:21:55.429 YvetteRuiz: she shared with me that this agent said that this was pretty helpful, as part… so I thought that was very interesting coming down the pipelines. Yeah.
195 00:21:55.430 ⇒ 00:21:57.150 JanieceGarcia: Really interesting, but good!
196 00:21:57.150 ⇒ 00:22:01.510 YvetteRuiz: Yes, it is, I mean, yeah.
197 00:22:02.070 ⇒ 00:22:14.069 Amber Lin: Cool. I was… the names that I caught from that conversation, I’m looking at Scott, I think his usage was not very high this week. He did have quite a few last week, but…
198 00:22:14.070 ⇒ 00:22:28.229 Amber Lin: I didn’t see too much feedback come in from Lon, though I also know Lon’s a smaller queue, so I do want to point that out. Also, I don’t see Derek on this list, so maybe we should involve him in the working session.
199 00:22:28.230 ⇒ 00:22:31.740 JanieceGarcia: Derek’s very, very new, like, he just started using it.
200 00:22:31.740 ⇒ 00:22:32.180 Amber Lin: Okay.
201 00:22:32.180 ⇒ 00:22:35.059 JanieceGarcia: He made his first phone call outbound today.
202 00:22:35.060 ⇒ 00:22:44.180 Amber Lin: Oh, wow, okay. Then that’ll be really nice to see how it helps him, because Rosalinda is still high on the… high up the list. Maybe we can see another new hire.
203 00:22:44.180 ⇒ 00:22:48.770 YvetteRuiz: That’s why the… again, I can’t wait till the transcripts come, because, I mean, even if, you know.
204 00:22:48.950 ⇒ 00:23:05.320 YvetteRuiz: Sam was able just to go, like, hey, this is a new person, let’s go pull their transcripts, let’s go listen to their calls and kind of tie them. You’re gonna… that is where we’re gonna start seeing values, like, man, they could have used it here, or they were… they did, or they’re aged, you know, all that stuff where we’ll be able to kind of connect.
205 00:23:05.320 ⇒ 00:23:06.060 Amber Lin: Yeah, totally.
206 00:23:06.060 ⇒ 00:23:06.730 JanieceGarcia: Absolutely.
207 00:23:06.920 ⇒ 00:23:13.930 Amber Lin: Oh, last week, Janice, we asked about the Pelosa link. Did you send me that? I don’t.
208 00:23:13.930 ⇒ 00:23:16.349 JanieceGarcia: Oh my gosh, I thought I did, did I not?
209 00:23:16.510 ⇒ 00:23:17.890 JanieceGarcia: I’ll send it right now.
210 00:23:17.890 ⇒ 00:23:31.140 Amber Lin: Okay. Either email or the chat, both is fine. And Yvette, just want to confirm when you want our meetings to be, just because I feel like Mondays at that time is not good anymore.
211 00:23:31.790 ⇒ 00:23:32.370 Amber Lin: Maybe.
212 00:23:32.370 ⇒ 00:23:38.849 YvetteRuiz: Well, they actually are. It’s just these past two Mondays, I had, prior, overlapping,
213 00:23:39.010 ⇒ 00:23:39.710 Amber Lin: Okay.
214 00:23:40.010 ⇒ 00:23:43.060 YvetteRuiz: Overlapping, so you could leave it there.
215 00:23:43.060 ⇒ 00:23:44.040 Amber Lin: Sounds good.
216 00:23:44.780 ⇒ 00:23:49.340 Amber Lin: Alright, that’s all from me, and then I’ll see you guys soon.
217 00:23:50.470 ⇒ 00:23:51.960 YvetteRuiz: Okie dokie! Bye!
218 00:23:51.960 ⇒ 00:23:52.710 JanieceGarcia: Thank you, bye!
219 00:23:52.710 ⇒ 00:23:53.770 Amber Lin: Bye!