Meeting Title: ABC Discovery Sync Date: 2026-01-06 Meeting participants: Zoran Selinger, Clarence Stone
WEBVTT
1 00:05:42.340 ⇒ 00:05:44.239 Clarence Stone: Oh, hey, Zaron, you’re on.
2 00:05:44.360 ⇒ 00:05:45.490 Clarence Stone: What’s up?
3 00:05:48.650 ⇒ 00:05:51.520 Zoran Selinger: Oh, hi, Clarence. I’m just,
4 00:05:52.060 ⇒ 00:05:59.019 Zoran Selinger: Preparing for the next… next meeting at the moment, but I was, I don’t know if you saw my messages. I was…
5 00:05:59.170 ⇒ 00:05:59.760 Clarence Stone: I did.
6 00:05:59.760 ⇒ 00:06:05.819 Zoran Selinger: Yeah, I sent you a couple of messages, there, I’m…
7 00:06:07.850 ⇒ 00:06:12.340 Zoran Selinger: I want to be 100% sure of my… Absolutely.
8 00:06:12.340 ⇒ 00:06:14.349 Clarence Stone: We can discuss EMRTech on eating.
9 00:06:14.350 ⇒ 00:06:18.419 Zoran Selinger: My obligations, yeah, I’m not 100% sure.
10 00:06:20.050 ⇒ 00:06:25.240 Clarence Stone: So, your situation is unique. Yeah, yeah, that’s why…
11 00:06:25.240 ⇒ 00:06:29.569 Zoran Selinger: I’m struggling to understand exactly what I need to do.
12 00:06:29.570 ⇒ 00:06:38.019 Clarence Stone: But let me just make sure I understand what you, Tom, told me correctly. Like, you are pretty much running your own project.
13 00:06:38.790 ⇒ 00:06:39.410 Zoran Selinger: Yes.
14 00:06:39.680 ⇒ 00:06:40.610 Zoran Selinger: Yes.
15 00:06:40.610 ⇒ 00:06:43.299 Clarence Stone: So that’s the Martech in general.
16 00:06:43.600 ⇒ 00:06:44.370 Clarence Stone: Yeah.
17 00:06:44.370 ⇒ 00:06:45.020 Zoran Selinger: Right?
18 00:06:45.020 ⇒ 00:06:54.010 Clarence Stone: So, all the Martech functions you’re doing on your own, do you… did we pair up a SL and a EP for you, though?
19 00:06:54.350 ⇒ 00:07:00.529 Zoran Selinger: we, so, I just kind of onboarded, Casey on Eden Martech.
20 00:07:00.660 ⇒ 00:07:07.310 Clarence Stone: Nice. Cool. Perfect. Okay, so, for your Martech stand-ups,
21 00:07:07.480 ⇒ 00:07:23.819 Clarence Stone: you… yeah, you could do it right after… so… so, like, Eden has multiple projects, right? And that’s where the first confusion is. But when I asked, Utam, like, even though Eden has multiple projects, do each of these projects roll up to a different client?
22 00:07:24.590 ⇒ 00:07:33.399 Clarence Stone: And the answer is yes. Like, somebody owns… like, you’re speaking to the Martech person, right? The other Eden project is owned by somebody else at Eden.
23 00:07:33.870 ⇒ 00:07:39.580 Clarence Stone: Right. So, when that happens, I think… I still treat it as its own enclosed project.
24 00:07:39.900 ⇒ 00:07:46.779 Clarence Stone: Right? Because… your real client is that one point of contact at Eden. Not Eden as a whole, right?
25 00:07:46.780 ⇒ 00:07:47.520 Zoran Selinger: Yes.
26 00:07:47.520 ⇒ 00:07:54.390 Clarence Stone: So yes, you can do it, on the same daily stand-up as Eden, but I want you to do your own…
27 00:07:54.470 ⇒ 00:08:08.599 Clarence Stone: like, stand-up portion, right? So, you’re gonna say, like, hey, even in terms of MarTech, I spoke with the client, and, you know, this is their vibe, right? This is what our plans are, and this is what we’re gonna do today, right?
28 00:08:08.600 ⇒ 00:08:09.480 Zoran Selinger: That’s fine.
29 00:08:09.760 ⇒ 00:08:19.460 Clarence Stone: So, I hope that clears it up, like, it… like, I think everything is a separate project if it goes towards a different business owner at the client.
30 00:08:19.460 ⇒ 00:08:27.679 Zoran Selinger: Yeah, and here he does. I’m specifically talking to Mitesh, so that’s very clear. We have our really clear goals, that’s all fine.
31 00:08:28.040 ⇒ 00:08:41.300 Clarence Stone: Yeah, and I don’t want anything else happening at Eden to impact you either. That’s why I’m, like, pushing it to be one enclosed project for situations like yours. I hope that makes sense. If it causes hardship, like, let me know.
32 00:08:41.480 ⇒ 00:08:51.420 Zoran Selinger: No, it does, it does make sense, and I know by just talking to Mitesh, this is exactly what he sees me, and he… exactly where he wants me to work.
33 00:08:52.210 ⇒ 00:08:54.090 Zoran Selinger: to work, for me to work on.
34 00:08:54.090 ⇒ 00:09:02.269 Clarence Stone: And I think for ABC, it’s gonna be the same thing, like, we have two projects running with ABC, they’re definitely gonna buy some MarTech stuff, and, like, you’re gonna be your own project, your own workstream.
35 00:09:02.270 ⇒ 00:09:03.119 Zoran Selinger: Yeah, yep.
36 00:09:03.120 ⇒ 00:09:12.519 Clarence Stone: So, so I think that should answer number one. I invited to the strategy service stand up already, but he says, why not?
37 00:09:20.500 ⇒ 00:09:23.690 Clarence Stone: optional, man. You don’t have to go if you don’t want to.
38 00:09:23.690 ⇒ 00:09:24.530 Zoran Selinger: Yeah, totally.
39 00:09:25.850 ⇒ 00:09:29.149 Zoran Selinger: I don’t know if this is, like, a st… if this is strictly.
40 00:09:29.460 ⇒ 00:09:31.199 Zoran Selinger: You don’t have to be on me?
41 00:09:31.420 ⇒ 00:09:38.040 Clarence Stone: Yeah, you definitely don’t have to be, like, unless, like, you’re doing stand-up, like, you don’t have to be on there, but,
42 00:09:38.780 ⇒ 00:09:52.709 Clarence Stone: I guess this is such a perfect time that we got a chance to talk, because, like, I was talking to Utam about this yesterday, I’m like, you have such a special set of skills, but those skills are valid for almost every client, and I, like…
43 00:09:52.710 ⇒ 00:10:16.540 Clarence Stone: It’d be amazing if you can grow that base, right? Because, like, we’re already gonna bring in another MarTech service in the pipeline. ABC will probably buy it, but, even though you don’t have to go to these stand-ups, like, if you do have the time and you’re working on something on the side anyway, you can just listen in, because I think your value is to say, hey, team, stop right there. I think what they need is a Martech solution. Here’s something that I did somewhere else.
44 00:10:16.540 ⇒ 00:10:19.889 Clarence Stone: I think you guys should be able to sell this, right?
45 00:10:19.890 ⇒ 00:10:28.420 Clarence Stone: Because then you win work, that CSO wins work, right? And our foothold with a client starts to expand.
46 00:10:28.570 ⇒ 00:10:37.700 Clarence Stone: Right, so, while I think it is not at all mandatory, you know, if you had the availability…
47 00:10:37.700 ⇒ 00:10:38.140 Zoran Selinger: my skate.
48 00:10:38.140 ⇒ 00:10:39.200 Clarence Stone: jump on down and hit him.
49 00:10:39.200 ⇒ 00:10:43.450 Zoran Selinger: time of day blocked for meetings, this is fine, I will attend, I will.
50 00:10:43.450 ⇒ 00:10:53.730 Clarence Stone: Yeah, if you want, it’s not a big deal, right? Maybe you’ll attend a few and just go, like, there’s definitely no opportunities. It’s fine, it’s fine.
51 00:10:54.120 ⇒ 00:11:07.070 Clarence Stone: But I’m trying to figure out the synergies for you, because you have such a, you know, rare but, you know, broadly applicable skill set. So, like, why are you not deployed here? This is my question.
52 00:11:07.070 ⇒ 00:11:21.790 Zoran Selinger: I mean, I agree, I agree. I’m going to have another question. I didn’t want to pull that this week, but I’m going to have a question about if I’m kind of scaling my work, and we have those different lanes.
53 00:11:22.250 ⇒ 00:11:25.920 Zoran Selinger: You know, what’s preferred here.
54 00:11:25.920 ⇒ 00:11:37.000 Clarence Stone: And I seem to have a lot more control than I think. I don’t know. Well, my recommendation would be, you should have your own service line.
55 00:11:37.000 ⇒ 00:11:38.980 Zoran Selinger: Okay, so that’s the Martech stuff.
56 00:11:38.980 ⇒ 00:11:55.129 Clarence Stone: this business to grow towards. I want a different Martech stand-up happening every morning, right? Because, like… and then you should be head CSO of all MarTech, bring Martech CSOs in, find one SL to help you run your Martech stuff, and…
57 00:11:55.320 ⇒ 00:11:56.989 Clarence Stone: Do your own service line.
58 00:11:56.990 ⇒ 00:11:58.470 Zoran Selinger: Okay. I think, like.
59 00:11:58.470 ⇒ 00:12:03.850 Clarence Stone: Your skill set is in such high demand that if we can capture a big enough market.
60 00:12:04.000 ⇒ 00:12:20.069 Clarence Stone: like, we should support you with new hires and individual contributors and let you scale to that level. That’s where I see this going, like, if we’re able to… so, like, let’s just say, like, guaranteed 2 more MarTech projects coming in. That’s already 3. If we get, like.
61 00:12:20.210 ⇒ 00:12:24.220 Clarence Stone: One more, that’s clear reasons to start hiring.
62 00:12:24.570 ⇒ 00:12:25.499 Zoran Selinger: Sure, Ryan, yeah.
63 00:12:25.500 ⇒ 00:12:31.369 Clarence Stone: And then, like, at some point after that 3 or the fourth one, you’re gonna have a full pod for MarTech.
64 00:12:31.810 ⇒ 00:12:32.780 Zoran Selinger: Okay.
65 00:12:32.780 ⇒ 00:12:37.100 Clarence Stone: And then I want you to run your pod. You own it. It’s all yours, man. Okay. Yeah.
66 00:12:37.100 ⇒ 00:12:43.339 Zoran Selinger: Okay, makes sense, and yeah, that, that should, that should suit me. That’s good.
67 00:12:43.740 ⇒ 00:13:01.020 Clarence Stone: Yeah, and I think the craziest benefit is, like, I’m so surprised that we’re able to make these bonus percentages work, because if you think about, like, if you got, like, 4 more MarTech clients this year, like, at the end of this year, right? We’re still in January, totally possible, like.
68 00:13:01.910 ⇒ 00:13:08.079 Clarence Stone: you get 10% of the first 6 months on all of those. Dude, those are pretty sick. Yeah.
69 00:13:08.080 ⇒ 00:13:08.980 Zoran Selinger: Yeah.
70 00:13:08.980 ⇒ 00:13:09.450 Clarence Stone: I agree.
71 00:13:09.450 ⇒ 00:13:12.290 Zoran Selinger: Maybe. Yeah, that is…
72 00:13:12.290 ⇒ 00:13:28.839 Clarence Stone: Right, so I think, like, if you wanted, you know, the vision behind why I answered these initial questions the way I did is, like, I’m not just saying, like, you have to do this or not have to do this, I’m saying I see this potential, and I think, based on that potential, I’m answering those questions.
73 00:13:28.840 ⇒ 00:13:30.129 Zoran Selinger: Yeah. Alright, cool.
74 00:13:30.130 ⇒ 00:13:42.200 Clarence Stone: So I… I treat you separate from other clients, like, I don’t… I don’t bubble you in with, you know, another client. Like, I think your service is unique and bespoke, so it’s just, to me, another project.
75 00:13:42.200 ⇒ 00:13:43.210 Zoran Selinger: Okay, cool.
76 00:13:43.210 ⇒ 00:13:43.730 Clarence Stone: Yeah.
77 00:13:44.050 ⇒ 00:13:47.369 Zoran Selinger: Cool. Yeah, and this last part, I’m… I’m…
78 00:13:48.110 ⇒ 00:13:57.509 Zoran Selinger: So, for my weekly deck, you see, in the message, I’m not sure whatsoever. So, we have…
79 00:13:57.510 ⇒ 00:14:04.189 Clarence Stone: Yeah, explain to me your service a little bit, right? Like, are you doing a weekly touchpoint with the clients already?
80 00:14:04.190 ⇒ 00:14:16.690 Zoran Selinger: Wednesdays to… this week is gonna happen on Thursday, we just… so, yeah, we have that, that Martech, catch-up. I just found out
81 00:14:17.110 ⇒ 00:14:24.690 Zoran Selinger: yesterday, that, Mitesh had a weekly meeting with,
82 00:14:25.000 ⇒ 00:14:31.740 Zoran Selinger: with Henry on this, and Henry, it’s an even weekly kickoff.
83 00:14:32.200 ⇒ 00:14:41.959 Zoran Selinger: And… the one that I was leading is, Marketing Analytics Syncup. I think we don’t need both.
84 00:14:42.340 ⇒ 00:14:48.439 Zoran Selinger: So that’s what I’m gonna propose to Mitesh on Thursday. We don’t really need both.
85 00:14:48.710 ⇒ 00:14:50.660 Zoran Selinger: We can, if he perf…
86 00:14:50.810 ⇒ 00:15:02.939 Zoran Selinger: We can do it… we can do it on Mondays, if he prefers it, and we just plan for the week, and I give him daily updates anyway, so I’m giving him daily updates anyway, so I think…
87 00:15:03.370 ⇒ 00:15:03.990 Zoran Selinger: one.
88 00:15:04.210 ⇒ 00:15:11.400 Zoran Selinger: should suffice, and we just do catch-ups as necessary, and he gets updates, and we should be good. So, I think…
89 00:15:11.920 ⇒ 00:15:17.780 Zoran Selinger: So, that’s there. So that doesn’t… so, for now.
90 00:15:17.780 ⇒ 00:15:33.080 Zoran Selinger: this did not contain a… a deck, per se. We kind of… we talk about… so deck part was me contributing to the bigger deck that… that Robert was presenting and all that. So, I don’t know if that’s… is that staying the same?
91 00:15:34.110 ⇒ 00:15:52.799 Clarence Stone: So I personally think that if that’s the way the client likes it, you should just keep it exactly the same. But what that would mean is that you would just join on their dry runs for presentations. So even a dry run, you just join in, and you speak your one slide.
92 00:15:53.230 ⇒ 00:15:54.310 Zoran Selinger: Yeah. Or…
93 00:15:54.310 ⇒ 00:16:14.240 Clarence Stone: Yeah, and you know, honestly, Zaran, like, I think what you’re trying to explain to me is that it’s more of a conversation with the client instead of, like, having to show metrics or whatever. So if your portion of this presentation is really, you know, talking about asking a certain set of questions or going over certain things, you can literally just push the same slide.
94 00:16:14.310 ⇒ 00:16:24.419 Clarence Stone: Like, they’re on SmartTech slide. We go over, you know, the tags created last week, the, you know, trends that I see, and, like, the same bullets, right? It’s gonna be the same bullets.
95 00:16:24.420 ⇒ 00:16:31.529 Zoran Selinger: But, you know, you might talk about different things, or the same prompting questions, right? And just be like, that’s your permanent slide on that deck.
96 00:16:31.530 ⇒ 00:16:35.260 Clarence Stone: If that’s, you know, the way the client is enjoying it.
97 00:16:35.470 ⇒ 00:16:50.970 Clarence Stone: I see nothing wrong with changing it. Sure. Like, and just for some background, like, philosophy on, like, this whole org re-change, is I don’t think that the way we restructured our team should impact the way the client is experiencing delivery.
98 00:16:51.360 ⇒ 00:16:52.260 Zoran Selinger: Okay.
99 00:16:52.260 ⇒ 00:16:53.680 Clarence Stone: Alright, so the outputs?
100 00:16:53.900 ⇒ 00:17:01.670 Clarence Stone: don’t change, and the inputs don’t change. It’s the who’s owning it, and who’s doing it, and who’s expanding on it changes.
101 00:17:01.670 ⇒ 00:17:21.429 Clarence Stone: So in this, like, you know, organizational transformation, you know, if there’s been a consolidated Monday meeting with everything in there, like, you just do that same thing, right? Only thing is, like, if, you know, Robert from Eden is doing, like, that dry run, he’s like, and maybe has some questions for you, I would just join the dry run.
102 00:17:21.810 ⇒ 00:17:22.719 Clarence Stone: Right. Of course.
103 00:17:22.720 ⇒ 00:17:26.370 Zoran Selinger: Yeah, of course, of course. Okay, so if…
104 00:17:26.609 ⇒ 00:17:30.440 Zoran Selinger: So, to me, it sounds like, okay, I’m gonna have
105 00:17:30.860 ⇒ 00:17:34.180 Zoran Selinger: a few slides for Mitesh every week.
106 00:17:34.330 ⇒ 00:17:37.219 Zoran Selinger: And that can be my contribution to the bigger deck.
107 00:17:37.430 ⇒ 00:17:37.990 Clarence Stone: Yep.
108 00:17:38.610 ⇒ 00:17:41.470 Zoran Selinger: That’s right. And yeah, that’s basically, that’s basically it.
109 00:17:41.470 ⇒ 00:17:50.349 Clarence Stone: And your deck dry run is their direct deck dry run, so you don’t have to… yeah, that’s perfect. We reduce meetings, right, and you still have your independence as a project.
110 00:17:50.350 ⇒ 00:17:51.770 Zoran Selinger: Yeah, yeah, okay.
111 00:17:51.920 ⇒ 00:17:54.410 Zoran Selinger: Very good, very good. How are you?
112 00:17:54.780 ⇒ 00:17:55.590 Zoran Selinger: How was yours?
113 00:17:55.590 ⇒ 00:17:56.410 Clarence Stone: Don.
114 00:17:56.750 ⇒ 00:17:59.169 Zoran Selinger: Your New Year’s, apologies.
115 00:17:59.170 ⇒ 00:18:02.190 Clarence Stone: It’s so busy! Like, it hasn’t stopped.
116 00:18:02.190 ⇒ 00:18:06.870 Zoran Selinger: Actually, you mentioned that you had plans to work anyway, right?
117 00:18:06.870 ⇒ 00:18:23.369 Clarence Stone: Yeah, so I had to catch up a bunch of client work, and then I worked on, like, getting all of the operations and documentation together for this, reorg, with YouTube. So, yeah, I mean, break went quick. How about yours? Did you do anything?
118 00:18:23.570 ⇒ 00:18:27.529 Zoran Selinger: Yeah, yeah, yeah, it was… we had, we had family over.
119 00:18:27.760 ⇒ 00:18:33.219 Zoran Selinger: I was… unfortunately sick for… on… on Christmas Day.
120 00:18:33.930 ⇒ 00:18:52.169 Zoran Selinger: Yeah, it’s a flu season here. It wasn’t a flu, it was a cold, but I was kind of out of it for a couple of days, but everything else was fine. We finally have some snow now, and kids are still out in school, so they’re enjoying this week. I’m taking, like, this
121 00:18:52.170 ⇒ 00:19:01.399 Zoran Selinger: change in my daily work, because it changed from… I was… before this, I was super flexible, I just work whenever I want.
122 00:19:01.400 ⇒ 00:19:01.820 Clarence Stone: Yeah.
123 00:19:01.820 ⇒ 00:19:06.790 Zoran Selinger: with the meetings and everything, so I have time in the mornings now, so I just…
124 00:19:07.110 ⇒ 00:19:11.240 Zoran Selinger: over the last few days, I’m just playing in snow with them, which is.
125 00:19:11.240 ⇒ 00:19:12.340 Clarence Stone: Which is…
126 00:19:12.470 ⇒ 00:19:31.929 Zoran Selinger: Now, a new thing, because we haven’t had proper snow in years. Like, climate change is real. That was normal when I was growing up, but now it’s… it’s not anymore. We have, like, a couple of days a year now, some proper snow, and now we have… we’ll have a full week of snow, so just…
127 00:19:31.930 ⇒ 00:19:34.000 Zoran Selinger: Doing that a little bit. Enjoying.
128 00:19:34.000 ⇒ 00:19:38.990 Clarence Stone: You know what? I grew up in Manhattan and New York, and…
129 00:19:39.120 ⇒ 00:19:43.739 Clarence Stone: Christmas doesn’t feel the same here in Texas when it’s not cold.
130 00:19:44.320 ⇒ 00:19:52.240 Clarence Stone: And for the last 4 years, like, it just never felt like Christmas anyway. I just felt like I just had days off.
131 00:19:52.240 ⇒ 00:19:53.710 Zoran Selinger: I understand, I understand.
132 00:19:53.710 ⇒ 00:19:54.390 Clarence Stone: It was like Christmas.
133 00:19:54.390 ⇒ 00:19:56.120 Zoran Selinger: Fully understand that, of course.
134 00:19:56.510 ⇒ 00:20:02.049 Zoran Selinger: When we were… we were kids, like, every Christmas was White Christmas.
135 00:20:02.050 ⇒ 00:20:02.635 Clarence Stone: Yeah!
136 00:20:03.220 ⇒ 00:20:07.949 Zoran Selinger: And now it’s… it’s… almost never happens.
137 00:20:08.410 ⇒ 00:20:09.680 Zoran Selinger: Unfortunately.
138 00:20:09.910 ⇒ 00:20:10.600 Zoran Selinger: Oh, yeah.
139 00:20:10.600 ⇒ 00:20:26.689 Clarence Stone: So you asked a really great question on what the internal health doc is. It doesn’t exist yet, but I’ll share with you the philosophy of it, and I’ll show you what another one of my clients have been doing, because it looks so good, it’s so cool, dude. Hang on.
140 00:20:27.170 ⇒ 00:20:28.350 Clarence Stone: Let me…
141 00:20:33.470 ⇒ 00:20:36.079 Clarence Stone: Let me load it… yeah, there we go. I’m gonna screen share.
142 00:20:36.080 ⇒ 00:20:54.920 Clarence Stone: Okay, so… so this… this client is, an AI team that was created within a private equity company, so they’re servicing, like, 7 different companies and creating AI solutions for them. And they just started in October, and this is the dashboard that they coded
143 00:20:55.180 ⇒ 00:21:00.350 Clarence Stone: To keep track of all the work that they’re doing for the different companies within the private equity firm.
144 00:21:01.030 ⇒ 00:21:11.419 Clarence Stone: So if you take a look, they have, like, their whole entire pipeline process of intaking, scoping, getting things approved, scheduled, and then going into their spend cycles, right? And then, like.
145 00:21:11.620 ⇒ 00:21:14.670 Clarence Stone: For each, sprint.
146 00:21:14.820 ⇒ 00:21:29.760 Clarence Stone: they break down the health of the sprint by saying, what phase are we in? When did it start? What is the expected ROI value? Who’s assigned to this? What are the sprint deliverables by day? What are the… what are we solving as a problem?
147 00:21:30.180 ⇒ 00:21:51.290 Clarence Stone: Where’s the sprint process overall? Let’s break down the tickets per day and see who did what. And then, you know, documents that are related to it, scoping on the must-haves, the should-haves, and the could-haves in the feature sets, and then all the historical changes on who, impacted that.
148 00:21:51.290 ⇒ 00:21:57.120 Clarence Stone: Right, and all of the… I know, it’s crazy, right? They vibe-coded this, they…
149 00:21:57.120 ⇒ 00:21:58.620 Zoran Selinger: Yeah, yeah.
150 00:21:58.620 ⇒ 00:22:08.310 Clarence Stone: that are related to each one of the submissions, they’re… now they have, net promoter score insights that they’re gonna put together. Like, this is only 2 months old.
151 00:22:09.480 ⇒ 00:22:12.500 Clarence Stone: Right? Like, and so I… I think…
152 00:22:12.500 ⇒ 00:22:30.239 Clarence Stone: my whole point is, I think we need something like this. Something like, hey, if I go to one place, it could be Notion, it could be Linear, I don’t care where it is, right? It could be in the platform. I just want to see all the projects, who staffed on them, where they are in the process, right?
153 00:22:30.400 ⇒ 00:22:44.329 Clarence Stone: And, and, you know, what we’re gonna build this week, when the next client touchpoint is, what slide deck we presented to them. Like, everything that goes into World Project, I’d like to have one place to look at it, just like this.
154 00:22:46.260 ⇒ 00:22:47.470 Zoran Selinger: Yup, makes sense.
155 00:22:48.100 ⇒ 00:23:11.500 Clarence Stone: So, that is, to me, what a great health dashboard is. So, I just, like, this is gonna be a really hard thing for me to build. My goal is to get this done within the first quarter, because I’m consolidating things that already exist, right? There’s gonna be a bunch of stuff in Notion, there’s gonna be a bunch of stuff in linear, so, it’s gonna take some time to get here, but, I think having good client health
156 00:23:11.540 ⇒ 00:23:14.429 Clarence Stone: is, right now, updating your Notion.
157 00:23:14.650 ⇒ 00:23:26.040 Clarence Stone: keeping your linear updated, right, and your Gantt chart is accurate. Those three things that the planner needs to do right now in this quarter, every… all of that data, I mean, now that you see this, is going to flow into here anyway.
158 00:23:26.900 ⇒ 00:23:35.369 Zoran Selinger: So on Notion… So I should… do we have a template, or… I don’t have a…
159 00:23:35.810 ⇒ 00:23:40.170 Clarence Stone: There is. So Ricoh creates a…
160 00:23:40.580 ⇒ 00:23:44.369 Clarence Stone: A new thing for every deal, for every client.
161 00:23:44.580 ⇒ 00:23:50.499 Clarence Stone: So there should be one already, maybe, I don’t know. Let’s see, let me share.
162 00:23:50.930 ⇒ 00:24:09.340 Clarence Stone: Boom. So, like, yeah, so, like, ABC has two deals, right? Deal 1, Deal 2. So this is very similar to what you just saw before. It’s just, like, not as nice or easy to read, right? I don’t think we’re far off from where my dream is, but, so for you, it’s Eden. Oh, see, you, you don’t have one.
163 00:24:09.790 ⇒ 00:24:12.949 Clarence Stone: Yeah, you don’t have a sub-item. So you should get a sub-item.
164 00:24:12.950 ⇒ 00:24:13.840 Zoran Selinger: Right.
165 00:24:13.840 ⇒ 00:24:18.650 Clarence Stone: And pretty much, that’s everything that you saw in the other thing that I showed you. It’s in here.
166 00:24:19.760 ⇒ 00:24:38.890 Clarence Stone: Right, so about Eden, who’s assigned to what, like, what the team schedule is, when the regular timing is, when the meetings are, all the related documents that go into Eden. You know, when you create slide decks or stuff, you can put it into here. Then there’s a linear plugin that shows you all of those things.
167 00:24:39.960 ⇒ 00:24:40.969 Zoran Selinger: Okay, okay, so.
168 00:24:40.970 ⇒ 00:24:41.490 Clarence Stone: Yes.
169 00:24:41.490 ⇒ 00:24:47.270 Zoran Selinger: So this is the… the main one, and then we… I should have a sub-item for Martin.
170 00:24:47.690 ⇒ 00:24:59.649 Clarence Stone: Yeah, yeah, exactly. Like, you don’t have one yet, so, if you can set one up yourself, or you can ask Rico to set it up for you, but basically, you can see ABC has 1 and 2.
171 00:25:00.020 ⇒ 00:25:15.319 Clarence Stone: Right, and if I go straight to Deal 2, this one isn’t filled out yet, because we never did the second one. So, you know, this is common right now, right? Like, so we’ll get there, but if you look at ABC as a whole, I mean, it’s pretty good, it’s filled out pretty well.
172 00:25:15.610 ⇒ 00:25:23.010 Zoran Selinger: Okay. Okay, I’m gonna ask Rico to at least start the document, and then obviously I’ll jump in and…
173 00:25:23.220 ⇒ 00:25:23.830 Clarence Stone: Yeah.
174 00:25:24.160 ⇒ 00:25:25.800 Zoran Selinger: Okay, cool, cool.
175 00:25:28.600 ⇒ 00:25:30.909 Zoran Selinger: Oh, yeah, this…
176 00:25:30.910 ⇒ 00:25:32.400 Clarence Stone: That’s what I needed, like…
177 00:25:32.940 ⇒ 00:25:39.490 Zoran Selinger: everything is already here, it’s just really hard to find and read and stuff like that, right? But to me, like.
178 00:25:39.490 ⇒ 00:25:42.190 Clarence Stone: Like, this good rating would be really helpful.
179 00:25:42.310 ⇒ 00:25:42.880 Zoran Selinger: Bye.
180 00:25:42.880 ⇒ 00:25:46.439 Clarence Stone: It was truly accurate.
181 00:25:46.850 ⇒ 00:25:48.729 Zoran Selinger: Yeah, okay, I understand, I understand.
182 00:25:48.730 ⇒ 00:26:00.930 Clarence Stone: This is on… on me. Like, I need to continue, like, continuously improving operations, but, I think where you can help is, and any of the CSOs, like, you can tell them, tell me what you want to see.
183 00:26:02.030 ⇒ 00:26:08.400 Clarence Stone: Right? Like, I’m just gonna formalize everything that’s already here, because I haven’t worked on a project with you guys.
184 00:26:09.080 ⇒ 00:26:18.929 Clarence Stone: But if there’s certain things that you need to see that should be part of, like, you having a really comfortable feeling that the project is doing well, let me know, and we should track it in the Notion.
185 00:26:19.490 ⇒ 00:26:20.590 Zoran Selinger: Okay.
186 00:26:20.880 ⇒ 00:26:22.190 Clarence Stone: Yeah.
187 00:26:23.040 ⇒ 00:26:35.009 Clarence Stone: Yeah, otherwise, I’m just gonna use this standard template and transform it so that it’s actually easy to read and is a proper app. Because this is hard, man. I don’t know about you, but I wasn’t too satisfied with this.
188 00:26:36.990 ⇒ 00:26:50.110 Zoran Selinger: I mean, I don’t know, I tried using Notion before, it always seemed to me like an overkill. It’s not the most user-friendly thing, it does… it is… it is amazing.
189 00:26:51.200 ⇒ 00:26:52.349 Clarence Stone: Yeah, we have this.
190 00:26:52.530 ⇒ 00:26:56.109 Zoran Selinger: I compared to this? Yeah. Yeah, obviously.
191 00:26:56.110 ⇒ 00:27:02.529 Clarence Stone: Like, SOWs for every project, so when you click Get SOW, here’s all the SOW things that are written down.
192 00:27:04.450 ⇒ 00:27:07.730 Zoran Selinger: It’s like, I would love this instead.
193 00:27:08.640 ⇒ 00:27:10.750 Zoran Selinger: That would be… that would be really cool, yes.
194 00:27:11.520 ⇒ 00:27:17.539 Clarence Stone: Yeah, so I want to get here, but, I think right now, just keeping everything up-to-date on Notion’s gonna work.
195 00:27:17.540 ⇒ 00:27:18.630 Zoran Selinger: Okay, cool.
196 00:27:18.940 ⇒ 00:27:19.660 Zoran Selinger: Cool.
197 00:27:20.230 ⇒ 00:27:23.330 Zoran Selinger: Well, this has been a great ABC Discovery Catch-up.
198 00:27:23.330 ⇒ 00:27:32.439 Clarence Stone: I can update you on ABC. I’ll be pretend CSO. I can give you an update on what happened. So,
199 00:27:33.160 ⇒ 00:27:54.980 Clarence Stone: So, you know there’s two projects on ABC. One is Andy, the automation, and the other one is a consulting-type engagement where we are looking at their data, their processes, and then coming up with suggestions and formulations on what they should do in terms of top-level strategy.
200 00:27:56.250 ⇒ 00:28:20.239 Clarence Stone: So, yesterday we presented… I did an entire MarketScope presentation. It’s very consultancy, like, kind of stuff, and I’ll link it to you, but they were very happy with the insights. So, what UTom is probably going to ask of you is to see if you can get the data ingested from GA and start visualizing their current funnels.
201 00:28:21.010 ⇒ 00:28:22.519 Clarence Stone: Because I’m gonna take…
202 00:28:22.520 ⇒ 00:28:24.630 Zoran Selinger: It’s on my board for this week, I just.
203 00:28:24.630 ⇒ 00:28:28.000 Clarence Stone: Oh yeah, so that’s the update.
204 00:28:28.000 ⇒ 00:28:31.639 Zoran Selinger: Hoping to start working on that tomorrow.
205 00:28:31.980 ⇒ 00:28:45.950 Clarence Stone: And I’m happy to help you if you have any questions about ABC, but, like, my visions are on, is that you’re going to do your analysis set, and then I’m going to take market data and say, okay, if you’re, you know.
206 00:28:46.240 ⇒ 00:28:54.359 Clarence Stone: the ROAS is, is, like, 1.5, right? Market standard is, like, 2.5, 3X is gold.
207 00:28:54.950 ⇒ 00:29:04.299 Clarence Stone: let’s come up with projects to get you there, right? Right? So I’ll say, like, look at all these companies getting that, you’re getting this, here’s Zoran’s research, like.
208 00:29:04.300 ⇒ 00:29:16.069 Clarence Stone: this is the project that we need to do to get you there, right? So, the objective of this second project is, within the next 4 weeks, we need to create an entire menu of things that ABC might want to buy from us.
209 00:29:16.220 ⇒ 00:29:20.960 Clarence Stone: And then you’re gonna look at that menu of things and say, I want that, that, that, and that, right?
210 00:29:20.960 ⇒ 00:29:21.410 Zoran Selinger: Okay.
211 00:29:21.410 ⇒ 00:29:24.069 Clarence Stone: So ABC’s gonna be a huge project later on.
212 00:29:24.070 ⇒ 00:29:32.390 Zoran Selinger: Yeah, so my deliverable here would be what? A… what do you want to see? Do you want to see, like.
213 00:29:32.550 ⇒ 00:29:38.669 Zoran Selinger: specific analysis inside the Google Analytics.
214 00:29:38.850 ⇒ 00:29:39.910 Zoran Selinger: Like you did.
215 00:29:40.310 ⇒ 00:29:41.170 Clarence Stone: Oh.
216 00:29:41.170 ⇒ 00:29:41.690 Zoran Selinger: works.
217 00:29:41.690 ⇒ 00:29:52.329 Clarence Stone: I… yeah, that’s… that’s a little bit more specific. I would ask you, Tom, about that. I don’t think you have to build out any internal GA, like, dashboards yet, because this is just an assessment for us.
218 00:29:52.330 ⇒ 00:29:56.389 Zoran Selinger: Yeah, yeah. I mean, I’m used to doing… I’ve done…
219 00:29:57.110 ⇒ 00:29:59.779 Zoran Selinger: many audits of Google Analytics and.
220 00:29:59.780 ⇒ 00:30:00.550 Clarence Stone: Okay, perfect.
221 00:30:00.550 ⇒ 00:30:06.360 Zoran Selinger: not just technical, but looking at the data and stuff like that, so I can…
222 00:30:06.360 ⇒ 00:30:09.710 Clarence Stone: I can tell you immediately, I would love to know about demographics.
223 00:30:09.890 ⇒ 00:30:10.330 Zoran Selinger: Right.
224 00:30:10.330 ⇒ 00:30:18.640 Clarence Stone: if there’s any information on the age, the location, the… I mean, even, like, a wealth score that, that, like.
225 00:30:18.640 ⇒ 00:30:31.809 Clarence Stone: gets assigned to it, because they mentioned that they integrated their Amex customer information into GA at some point, and I was like, I’ve never heard of that, but, like, if it’s in there, then you probably know, like, a wealth of people.
226 00:30:31.810 ⇒ 00:30:38.240 Clarence Stone: And… And then the second thing is, like, the, their, acquisition funnels.
227 00:30:38.240 ⇒ 00:30:53.599 Clarence Stone: And if GA has drop-off points on where the drop-offs were, like, customer canceled, and this was the option that they picked, like, those are really gold. But, yeah, I think immediately it’s really, like, demographics and funnel. I don’t know what else QTOM has in mind.
228 00:30:53.810 ⇒ 00:30:54.450 Clarence Stone: Goodbye.
229 00:30:54.450 ⇒ 00:31:00.199 Zoran Selinger: Do they actively look at that? Did they mention anything? Do they actively look at Google Analytics on…
230 00:31:00.200 ⇒ 00:31:01.290 Clarence Stone: They don’t. They don’t.
231 00:31:01.290 ⇒ 00:31:02.210 Zoran Selinger: They don’t… okay, okay.
232 00:31:02.300 ⇒ 00:31:03.230 Clarence Stone: They don’t.
233 00:31:03.560 ⇒ 00:31:13.189 Clarence Stone: Because, I said, like, listen, homeowners are actually getting younger, like, have you looked at your analytics? Does it fit the trend? No. They’ve never looked at any of it.
234 00:31:14.080 ⇒ 00:31:19.980 Zoran Selinger: I understand. I’ll look into it. Okay, I’m gonna jump on with Luke now for our…
235 00:31:20.660 ⇒ 00:31:23.910 Zoran Selinger: Edge Layer pitch, later this week.
236 00:31:23.910 ⇒ 00:31:30.980 Clarence Stone: No worries, and let me know if you need anything else. I’ll email the presentation that I gave.
237 00:31:31.320 ⇒ 00:31:33.930 Zoran Selinger: Thank you, thank you. I appreciate it, Clarence.
238 00:31:34.200 ⇒ 00:31:38.259 Clarence Stone: Yep, no worries. All right. Yep. Bye.
239 00:31:38.260 ⇒ 00:31:38.830 Zoran Selinger: Alright.