Meeting Title: ABC | Biz KPI Review Date: 2025-10-20 Meeting participants: YvetteRuiz, Amber Lin, read.ai meeting notes


WEBVTT

1 00:01:01.190 00:01:01.900 YvetteRuiz: Great.

2 00:03:25.210 00:03:26.420 Amber Lin: Hi there!

3 00:03:27.170 00:03:29.470 YvetteRuiz: Hi! It’s work.

4 00:03:33.210 00:03:34.740 Amber Lin: Okay.

5 00:03:37.990 00:03:39.540 YvetteRuiz: Hi! There you are.

6 00:03:39.540 00:03:42.549 Amber Lin: Yeah, how’s Monday?

7 00:03:42.550 00:03:45.539 YvetteRuiz: It’s going to, oh, right.

8 00:03:45.870 00:03:47.690 YvetteRuiz: Okay, Leah, how about you?

9 00:03:47.970 00:03:53.210 Amber Lin: I woke up a little bit earlier today, so I am wide awake and ready to go.

10 00:03:53.520 00:03:55.730 YvetteRuiz: Awesome! I love that!

11 00:03:55.890 00:03:56.900 Amber Lin: Yeah.

12 00:03:56.960 00:03:58.550 YvetteRuiz: How was your weekend?

13 00:03:58.970 00:04:11.430 Amber Lin: It was pretty good. My parents left last Thursday, so, it was… I was like, oh, I have absolutely no food left in the fridge, because I was just eating at theirs.

14 00:04:12.090 00:04:18.420 YvetteRuiz: I gotcha. Well, that’s good. I’m glad you were able to spend some time with the family.

15 00:04:18.420 00:04:19.230 Amber Lin: Hmm.

16 00:04:19.690 00:04:24.490 Amber Lin: Okay, a few things this week…

17 00:04:24.910 00:04:29.420 Amber Lin: Let’s check the commercial meeting.

18 00:04:29.420 00:04:29.790 YvetteRuiz: Okay.

19 00:04:29.790 00:04:33.730 Amber Lin: Does the invite work for them? Do you have their calendars?

20 00:04:33.730 00:04:41.669 YvetteRuiz: Yeah, so it’s… for tomorrow, no, I was gonna reply, but then I was like, I’ll just talk to her, because we have a… I have a leadership meeting with them.

21 00:04:41.670 00:04:42.180 Amber Lin: Hmm.

22 00:04:42.180 00:04:43.700 YvetteRuiz: Well, with Haley.

23 00:04:43.780 00:04:45.390 Amber Lin: Which is one of them.

24 00:04:45.540 00:04:50.900 Amber Lin: Yeah, there’s Haley and Andrea. What time works for you? Because I know you want to be there, so I just want.

25 00:04:50.900 00:04:53.070 YvetteRuiz: What about Wednesday?

26 00:04:53.070 00:04:55.809 Amber Lin: Yeah, that works. What time Wednesday?

27 00:04:55.810 00:05:01.320 YvetteRuiz: We could either do… I mean, we could do the… what time did you… we could do the same… well, actually, wait, I’m in line.

28 00:05:01.820 00:05:03.999 YvetteRuiz: Yeah, we could actually do 10 o’clock.

29 00:05:04.810 00:05:05.790 Amber Lin: If you have an account.

30 00:05:05.790 00:05:06.450 YvetteRuiz: available.

31 00:05:06.450 00:05:09.299 Amber Lin: Yeah, I should be free. Okay, I’ll move you up there.

32 00:05:11.820 00:05:13.550 Amber Lin: Are both of them free?

33 00:05:16.150 00:05:18.459 YvetteRuiz: They look free on their calendar, so…

34 00:05:19.080 00:05:28.619 Amber Lin: Sounds good, so that’s set. Let me see, I don’t think I’ve received their documents…

35 00:05:30.090 00:05:32.940 Amber Lin: Nope, so I don’t have…

36 00:05:32.940 00:05:34.309 YvetteRuiz: Shared it with you.

37 00:05:34.310 00:05:37.850 Amber Lin: Let me check my other email,

38 00:05:40.510 00:05:43.750 Amber Lin: Yeah, okay, so I got the commercial drive, that’s great.

39 00:05:43.750 00:05:46.380 YvetteRuiz: So I’ll go in and check, let me make…

40 00:05:47.730 00:05:48.385 Amber Lin: Mmm…

41 00:05:54.560 00:05:55.400 Amber Lin: Okay.

42 00:05:56.310 00:05:59.120 Amber Lin: Alright, that’s one item to do.

43 00:06:12.640 00:06:13.450 Amber Lin: Alright.

44 00:06:13.990 00:06:16.819 Amber Lin: And then… let’s see…

45 00:06:16.930 00:06:26.970 Amber Lin: I do want to talk about the usage, because last week we… it was shorter, but it was also a bit less than what we’ve seen before.

46 00:06:28.660 00:06:29.350 YvetteRuiz: Yep.

47 00:06:29.480 00:06:40.870 YvetteRuiz: So I talked to Patricia this morning, and she told me that she was, Yvette, we’re behind on the Andy step, and for her, I understand, because they’re… we’re in…

48 00:06:40.870 00:06:55.969 YvetteRuiz: Holiday light, compost light season, so we’re really just focusing on making outbound calls, getting them on schedule, and then we have a big ol’ project, on the lawn, so they’re not really… I mean, yes, they could still utilize, but their focus hasn’t been there. They’re more project-focused right now.

49 00:06:56.350 00:07:02.129 YvetteRuiz: It’s not going to require anything they’re, you know, using, and their call volume’s low at this… at this time.

50 00:07:02.130 00:07:03.150 Amber Lin: I know, I see.

51 00:07:03.150 00:07:13.820 YvetteRuiz: And of course, they’re still in the transition, so we’re trying to get over that hump, and then they’ll be there. Brenda’s team, I… I’m… that’s what I was working on this morning. Not everybody is on the…

52 00:07:14.210 00:07:17.890 YvetteRuiz: assigned to Andy, so I’m working on getting them assigned to Andy.

53 00:07:18.300 00:07:26.059 YvetteRuiz: So they should start moving along in there once I get everybody added. I talked to her on Friday. And then,

54 00:07:26.240 00:07:33.169 YvetteRuiz: Tara, she’s the one, she’s like, I need to give them refreshers. She goes, they’re still going back to their sheets, that’s what they could.

55 00:07:33.170 00:07:33.930 Amber Lin: teasing.

56 00:07:33.930 00:07:48.039 YvetteRuiz: So, Friday, she was supposed to meet with them and ask them, why do you guys continue to go there? You know what I mean? So she’s going to address it, but then I also want to get to the point to where we pull that off of them. Like, how do we take access to the drive away from them?

57 00:07:48.040 00:07:57.800 YvetteRuiz: Gotcha. If we’ve… if everything has already been converted to Andy, then I feel like, just like the way we did Pests, and I’m not even sure if we did that for Pests, we…

58 00:07:57.800 00:07:59.450 Amber Lin: I didn’t archive it.

59 00:07:59.840 00:08:02.370 Amber Lin: We just moved it to the folder.

60 00:08:02.840 00:08:03.500 YvetteRuiz: Yeah.

61 00:08:03.610 00:08:08.080 YvetteRuiz: So, I’m thinking that we probably need to start doing some of that on both ends.

62 00:08:09.320 00:08:11.089 Amber Lin: Yeah, sounds good.

63 00:08:11.300 00:08:15.960 Amber Lin: For this week’s working session, do you know who we should put in there?

64 00:08:18.410 00:08:25.430 YvetteRuiz: Who… I’m not sure who was going to be in there. Did you already have… I don’t know who’s there.

65 00:08:25.430 00:08:26.959 Amber Lin: I don’t think so, I don’t think…

66 00:08:26.960 00:08:28.289 YvetteRuiz: As a calendar.

67 00:08:28.700 00:08:37.419 Amber Lin: No, I actually don’t see an invite, but maybe I’m just not in the invite, because sometimes I can’t make it, because it’s at my lunch break.

68 00:08:38.080 00:08:40.530 Amber Lin: But who…

69 00:08:40.539 00:08:41.009 YvetteRuiz: What do you think.

70 00:08:41.010 00:08:43.160 Amber Lin: would be best.

71 00:08:46.040 00:08:52.129 YvetteRuiz: I’m gonna pull… You know, I would… I would think…

72 00:08:52.270 00:08:57.859 YvetteRuiz: Has Cynthia been part of any of this working session, Cynthia Pada, the QA manager?

73 00:08:58.200 00:09:00.899 Amber Lin: I believe she was…

74 00:09:00.900 00:09:18.690 YvetteRuiz: They’re a long, long time ago. Maybe the second session. Yeah, I’d probably like to add her to be there with you and Janiece, just because she is… she does all the QA reviews with the agents, and she’s been one that’s been abdicating and pushing to make sure she.

75 00:09:19.020 00:09:32.680 YvetteRuiz: she probably would have some good insight and feedback as well, but then also, I want her to really start taking a lot of lead on the cancellation stuff, so I feel like she’d be able to provide some good insight.

76 00:09:34.420 00:09:38.950 YvetteRuiz: And I could… kind of… I can let Janice know as well.

77 00:09:38.950 00:09:39.780 Amber Lin: Okay.

78 00:09:51.280 00:09:56.140 Amber Lin: Mmm, sounds good. Anyone else that you think might be suitable?

79 00:09:56.310 00:09:57.940 YvetteRuiz: Not at the moment.

80 00:09:59.310 00:10:03.040 Amber Lin: Okay maybe Janiece will have an idea, and I can ask.

81 00:10:03.040 00:10:03.490 YvetteRuiz: Yeah.

82 00:10:03.490 00:10:05.870 Amber Lin: too. Okay, sounds good.

83 00:10:06.030 00:10:09.540 Amber Lin: Let me send that in our chat.

84 00:10:10.250 00:10:15.379 YvetteRuiz: I need to get… I was looking at right now. Sorry, I got a hundred things going.

85 00:10:15.380 00:10:15.910 Amber Lin: it.

86 00:10:19.550 00:10:31.669 YvetteRuiz: Oh, I was gonna… while I have you on, since you’re on, I just hold myself accountable right now, so I don’t get distracted. My goal was to do this Friday, but I didn’t, to get all Brenda’s team.

87 00:10:32.470 00:10:34.130 Amber Lin: Mmm, yeah, let’s just do it now.

88 00:10:35.300 00:10:35.880 YvetteRuiz: Yeah.

89 00:10:36.150 00:10:37.829 Amber Lin: Is there other teams you wanted?

90 00:10:38.490 00:10:41.710 YvetteRuiz: Yes, I need to get all the welcome team on there as well.

91 00:10:42.280 00:10:48.410 YvetteRuiz: We can knock that… yeah, I need to… I’ll do that now while I have everybody on here. I mean, while I have you on here, we’ll just…

92 00:10:49.400 00:10:53.620 YvetteRuiz: That way it can get more users on there. Members…

93 00:10:58.620 00:11:02.190 YvetteRuiz: I don’t know who was on here from the home team.

94 00:11:02.630 00:11:11.900 YvetteRuiz: It was Scott, and then Alexis, and then Tiffany, and Brenda, and I think those were the only ones that were already there. So then I have…

95 00:11:17.840 00:11:19.100 YvetteRuiz: I’m so…

96 00:11:23.070 00:11:24.740 YvetteRuiz: Tamara?

97 00:11:29.500 00:11:30.670 YvetteRuiz: Crystal?

98 00:11:31.510 00:11:40.849 YvetteRuiz: Do you have any updates, of things that people have sent in that needed corrections, so I can push that out to the team? I know you told me you were going to…

99 00:11:40.970 00:11:41.500 YvetteRuiz: work on.

100 00:11:41.500 00:11:57.179 Amber Lin: Yeah, let me draft an email today, because there was, let’s see… because I want to send out that the lawn stuff is done, I just need to confirm and do some testing. I just want to save it with some good news, and I’ll send it out.

101 00:11:57.570 00:11:59.359 Amber Lin: I’ll send it out to you today.

102 00:12:02.540 00:12:12.230 Amber Lin: So, do you want the… I think I’ll include both stuff that we’ve done, and also stuff that we will be working on, the triages that came in.

103 00:12:13.030 00:12:13.660 YvetteRuiz: Cam.

104 00:12:14.500 00:12:21.570 YvetteRuiz: Let’s see here, hang on, let me see what is the message to… Welcome to Andy.

105 00:12:43.910 00:12:45.480 YvetteRuiz: Alrighty…

106 00:12:50.350 00:12:51.000 Amber Lin: Janine?

107 00:12:51.550 00:12:58.509 Amber Lin: meeting… the working session is with… currently with Dylan and V, and then she says she’ll ask Cynthia.

108 00:13:06.750 00:13:16.229 YvetteRuiz: Okay, so Danielle already has it, Melissa has it, and Dana Perry already has it. Alright, well, let’s try this again.

109 00:13:17.170 00:13:18.100 YvetteRuiz: Ugh.

110 00:13:18.310 00:13:26.130 YvetteRuiz: An error card, 5 email addresses you entered already associated with… okay, got it. Okay, so let’s see, I think they got it.

111 00:13:26.670 00:13:28.020 YvetteRuiz: Who is this?

112 00:13:30.410 00:13:35.930 YvetteRuiz: Sternal? T. Cane, oh my goodness, no, let’s delete this, can I?

113 00:13:49.730 00:13:51.790 YvetteRuiz: Alright, well, I added them.

114 00:13:52.150 00:13:54.260 YvetteRuiz: So if I did that correctly.

115 00:13:58.780 00:14:00.030 YvetteRuiz: Damn you.

116 00:14:07.590 00:14:11.889 YvetteRuiz: Okay, well, I added them. I’ll send them a site email as well.

117 00:14:13.250 00:14:14.869 YvetteRuiz: I don’t know why…

118 00:14:20.050 00:14:23.849 YvetteRuiz: Alright, what else do you have, Amber? Change email.

119 00:14:24.900 00:14:26.289 Amber Lin: The welcome theme?

120 00:14:26.640 00:14:29.479 YvetteRuiz: Oh yeah, I already sent it. I sent it to all of them.

121 00:14:29.480 00:14:48.690 Amber Lin: Awesome. Let’s see. Yeah, I’m working with Utum and Sam on the features comparison with CallSource. I looked at the draft, and then we thought it needed more polishing. It was not very thorough, so we’re working on that, and hopefully I’ll send it by the end of the day. I just need approval from Uten.

122 00:14:49.280 00:14:50.090 YvetteRuiz: Okay.

123 00:14:50.090 00:14:50.630 Amber Lin: Yeah.

124 00:14:51.380 00:15:00.420 YvetteRuiz: Sounds good. So I’m just brushing through this, make sure that I got everybody agrees. She actually can be deleted.

125 00:15:02.650 00:15:03.650 YvetteRuiz: Good.

126 00:15:12.760 00:15:14.100 YvetteRuiz: And…

127 00:15:18.550 00:15:20.889 YvetteRuiz: Oh, she’s no longer with us.

128 00:15:21.110 00:15:22.470 YvetteRuiz: I know…

129 00:15:30.510 00:15:36.880 YvetteRuiz: We have more on this side.

130 00:15:37.220 00:15:42.590 YvetteRuiz: Tori. That is… B, Whitney.

131 00:15:42.760 00:15:50.489 YvetteRuiz: You can go… There’s still some people that just are not coming out.

132 00:16:04.800 00:16:06.409 YvetteRuiz: Maybe he’s there.

133 00:16:25.020 00:16:26.659 YvetteRuiz: Well, no.

134 00:16:27.490 00:16:29.050 YvetteRuiz: Copy…

135 00:16:32.980 00:16:38.550 YvetteRuiz: Okay… Everyone else should be good. There’s Crystal.

136 00:16:40.140 00:16:42.149 YvetteRuiz: Yep, okay, what else do we got?

137 00:16:46.520 00:16:47.600 Amber Lin: Mmm…

138 00:16:47.600 00:16:50.249 YvetteRuiz: You’re gonna drop the recap email.

139 00:16:50.490 00:16:54.639 Amber Lin: Okay, yeah, I’ll do that, and also the feature comparison.

140 00:16:55.760 00:17:10.400 YvetteRuiz: Okay, and then I’m gonna push out another email on top of this, so I’m gonna… Tara’s off today, so hopefully we’ll start working on that, but we do need to come up with a plan on how we’re gonna archive pests and the mechanical.

141 00:17:10.400 00:17:16.760 Amber Lin: I’ll add that to the… I’ll add that to mine, too.

142 00:17:24.510 00:17:31.430 YvetteRuiz: And then what I’m going to do on this end is I’m going to… I need to also be pushing…

143 00:17:32.910 00:17:35.179 YvetteRuiz: Every Monday after we meet, I’m going.

144 00:17:35.180 00:17:35.530 Amber Lin: into.

145 00:17:35.530 00:17:43.280 YvetteRuiz: start generating an email to the entire team, just on a regular basis, regarding Andy and all that, so then that way we.

146 00:17:43.280 00:17:43.660 Amber Lin: Okay.

147 00:17:43.660 00:17:54.619 YvetteRuiz: And I need to take a moment, too, just because I’ve had too many pro… too many, too many things, projects that I’m working on. I need to take a couple of days to kind of…

148 00:17:54.970 00:18:01.050 YvetteRuiz: re… You know, kind of reflect, refocus, and then really… because I do my best

149 00:18:01.050 00:18:15.229 YvetteRuiz: thinking, you know what I mean, when I kind of have a clear mind, so like, okay, let me go back through everything, Andy, re-read things, and stuff like that, so then that way I can come up with, like, okay, where do we need to… where do we need to focus? Where do we need to reshift, so then that way I can get my team aligned again.

150 00:18:15.230 00:18:19.630 Amber Lin: Is there anything I can help with that? What type of information would help you?

151 00:18:20.420 00:18:26.909 YvetteRuiz: Well, I mean, I… for me right now, it’s just really taking the time to make sure that

152 00:18:27.030 00:18:44.840 YvetteRuiz: one, I’ve not been good about the KPIs. Like, the dashboard, that’s one thing that I’ve not gone in there, and we don’t talk about really regular, and because my team is very metric, very result-driven, I need to be better at providing that data to them, so if we can have, maybe when we meet on Monday, okay.

153 00:18:45.730 00:18:52.169 YvetteRuiz: here is… again, you share it with us on Thursday, but, like, maybe we start off the week like this, okay?

154 00:18:52.170 00:18:52.590 Amber Lin: I hear.

155 00:18:52.590 00:19:05.590 YvetteRuiz: here’s last week’s meet, you know, last week’s usage, here’s what we’re seeing, and then right after we get off the phone, then I push out the recap, and I just make it a habit, you know what I mean, to make sure that I put that out there, and I feel like that would kind of really spark more.

156 00:19:05.590 00:19:06.050 Amber Lin: just in case.

157 00:19:06.050 00:19:09.950 YvetteRuiz: Because we’re so, focused on the visual, the results.

158 00:19:09.950 00:19:10.330 Amber Lin: Okay.

159 00:19:10.330 00:19:14.769 YvetteRuiz: what did I do? What’s going on? What’s happening, type of thing. Does that make sense?

160 00:19:14.770 00:19:19.919 Amber Lin: Gotcha. Yeah, I can do… I can do that in the email that I sent to you later.

161 00:19:20.340 00:19:24.339 Amber Lin: Could you include or copy me and Utam on that email?

162 00:19:24.640 00:19:25.180 YvetteRuiz: Yep.

163 00:19:26.120 00:19:27.300 YvetteRuiz: I sure can.

164 00:19:27.480 00:19:29.159 Amber Lin: Yeah, sounds good.

165 00:19:29.400 00:19:32.720 Amber Lin: Alright.

166 00:19:32.890 00:19:51.399 Amber Lin: And Utam’s also… I just sent Utam the message, and he said, another thing we can do is also have Andy send out a message to every CSR in the morning, say, just like, hello, like, here’s what you can do, and we can also send the change log of, okay, this is what has changed through Andy.

167 00:19:51.860 00:20:00.230 YvetteRuiz: That would be… that would be excellent, we could do that. I really like that idea, too, because even if it’s just a message, you know, as a…

168 00:20:00.510 00:20:10.809 YvetteRuiz: as a welcome. Like, hey, let’s start off your week like a positive, you know what I mean? Like, maybe, like, put in, like, a core value or something like that. I think that would be extra special.

169 00:20:10.910 00:20:15.650 YvetteRuiz: As kind of like, hey, you know what I mean? That would be very super cool.

170 00:20:15.830 00:20:24.030 Amber Lin: Okay, yeah, let me ask the team to see if that’s possible, and then we’ll give you a prototype and see how that works.

171 00:20:24.030 00:20:31.320 YvetteRuiz: Okay, perfect. Yeah. The other thing I was gonna… God, I was on to something, Amber, and I totally forgot. See, that’s what… this is what happens when I have that moment, I start, like.

172 00:20:31.830 00:20:34.610 YvetteRuiz: All my ideas and my thoughts start.

173 00:20:34.860 00:20:36.519 YvetteRuiz: Funneling through,

174 00:20:37.150 00:20:41.140 YvetteRuiz: Ugh, oh well, I’ll think of… if I think about it, I’ll put it in the email.

175 00:20:43.280 00:20:44.090 Amber Lin: Okay.

176 00:20:45.450 00:20:48.729 YvetteRuiz: Yeah, it could be, like, a what’s happening type of thing.

177 00:20:54.700 00:21:05.740 YvetteRuiz: I know it’s gonna go somewhere on the metric side. Oh, I know what it was. No, here it is. I’m sorry, just wrote it down in here. I would like to, I know you just asked a minute ago, about who could be… who…

178 00:21:05.740 00:21:16.060 YvetteRuiz: Who could be in the working session? Here’s who I would like on the working session. I want all the trainers currently to be in that working session this Wednesday.

179 00:21:16.110 00:21:24.120 YvetteRuiz: That’s who I want in there. Because that’s where it’s gonna… you know, that’s where we… that’s the key people. I mean, one, it’s the leaders. The leaders are always…

180 00:21:24.120 00:21:38.340 YvetteRuiz: you know, going 90 to nothing sometimes, you know what I mean? So I’m gonna… I’m going to wrangle in the leaders, I mean, the trainers, the ones that are working with our agents on a… on a regular basis. I think… I won’t like them to be on this working session.

181 00:21:39.130 00:21:45.090 Amber Lin: Gotcha, okay. Because currently, Janiece has, Dylan and V,

182 00:21:45.290 00:21:47.230 Amber Lin: Let me just message Denise on the.

183 00:21:47.230 00:21:56.489 YvetteRuiz: You know what? Go ahead and leave them… go ahead and leave them there. If she already has them, that’s fine. Tomorrow, I have a leadership training with all my leaders… my leads, not my managers, my leads.

184 00:21:56.820 00:22:06.850 YvetteRuiz: of them are the trainers. I’m gonna meet with them tomorrow, and I’m gonna tell them that next week, we’re gonna have their working session, and I need them to come to the table.

185 00:22:06.850 00:22:07.400 Amber Lin: And I’ll give them.

186 00:22:07.400 00:22:10.250 YvetteRuiz: kind of items already. I’ll prepare them.

187 00:22:10.250 00:22:10.880 Amber Lin: Okay.

188 00:22:11.450 00:22:17.110 Amber Lin: Shins with all the… all the… Trainers.

189 00:22:17.770 00:22:19.549 Amber Lin: Gosh, okay, noted.

190 00:22:19.720 00:22:22.229 Amber Lin: Anything else?

191 00:22:24.190 00:22:27.300 YvetteRuiz: I think that’s it for right now, Amber.

192 00:22:27.300 00:22:27.970 Amber Lin: Okay.

193 00:22:28.190 00:22:28.820 YvetteRuiz: Yep.

194 00:22:29.970 00:22:31.280 YvetteRuiz: Okay, yeah.

195 00:22:31.920 00:22:33.609 Amber Lin: Alrighty, bye!

196 00:22:33.610 00:22:37.350 YvetteRuiz: Alright, bye, have a good one. I’ll talk to you soon. Okay, bye.