Meeting Title: ABC Client Roles and Responsibilities Sync Date: 2026-02-12 Meeting participants: Amber Lin, Pranav
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1 00:00:40.830 ⇒ 00:00:41.940 Pranav: Hey, Amber.
2 00:00:42.310 ⇒ 00:00:43.180 Amber Lin: Hi there!
3 00:00:44.440 ⇒ 00:00:45.309 Pranav: How’s it going?
4 00:00:48.110 ⇒ 00:00:52.500 Amber Lin: There’s the path on elevator that I’m working on.
5 00:00:53.260 ⇒ 00:00:57.209 Pranav: Oh, gotcha, gotcha. What, what clients are you on besides ABC?
6 00:00:59.630 ⇒ 00:01:08.330 Amber Lin: Well, I think right now, mainly Element and ABC, and, like, I’m working on Eden a little bit as well.
7 00:01:08.590 ⇒ 00:01:09.300 Pranav: Gotcha.
8 00:01:11.020 ⇒ 00:01:15.270 Pranav: Yeah, I heard with Eden, like, we just scoped out some new work, I think, right?
9 00:01:16.400 ⇒ 00:01:19.169 Pranav: Yeah, we were talking about that in the CSO meeting yesterday.
10 00:01:22.120 ⇒ 00:01:24.929 Amber Lin: Cool. How would you like to start this?
11 00:01:26.080 ⇒ 00:01:30.149 Pranav: I think what would be beneficial to me is just to, like.
12 00:01:30.830 ⇒ 00:01:38.360 Pranav: Understand, like, what your current, like, responsibilities are on ABC.
13 00:01:38.980 ⇒ 00:01:44.979 Pranav: based on, like, what I know is, like, you’re taking on at least, like, the kind of the EP and CSO role.
14 00:01:45.810 ⇒ 00:01:46.350 Amber Lin: mute.
15 00:01:46.680 ⇒ 00:01:53.610 Pranav: And… the idea for me, like, joining ABC is to, like, help with that, but then also, like.
16 00:01:54.020 ⇒ 00:02:00.929 Pranav: if I’m part of, like, both of our AI clients, it’ll be, like, really helpful for me to, like.
17 00:02:01.650 ⇒ 00:02:04.829 Pranav: do resourcing better? Like, what days do we need, like.
18 00:02:05.030 ⇒ 00:02:15.150 Pranav: to balance, like, Casey and, like, Sam on Lilo versus ABC. And then, in the future, we get more clients, like, kind of just, like, expanding on that.
19 00:02:15.370 ⇒ 00:02:21.670 Pranav: But, yeah, and also just kind of, like, understanding if there’s, like, certain things that, like.
20 00:02:22.220 ⇒ 00:02:27.819 Pranav: if we can, like, align on, like, certain things that, like, you like to do more, and then I like to do more, and
21 00:02:28.040 ⇒ 00:02:31.420 Pranav: you know, just figuring that whole thing out, basically. But,
22 00:02:31.710 ⇒ 00:02:37.380 Pranav: Yeah, maybe just, like, starting off with just, like, how you’re kind of operating, like, day-to-day, week to week with ABC.
23 00:02:37.880 ⇒ 00:02:45.779 Amber Lin: Okay. The Discovery Workstream’s… stop for now, so I’ll just talk about Andy, and…
24 00:02:45.790 ⇒ 00:02:48.160 Pranav: Okay. I’m mostly handling…
25 00:02:48.530 ⇒ 00:02:52.410 Amber Lin: The communication and the planning part.
26 00:02:52.770 ⇒ 00:02:56.589 Amber Lin: On my side, so as you said, it is CSO and then EP.
27 00:02:56.610 ⇒ 00:02:58.019 Pranav: Yep.
28 00:02:59.290 ⇒ 00:03:04.360 Amber Lin: Let’s see… so… I have…
29 00:03:05.040 ⇒ 00:03:17.610 Amber Lin: Monday calls with a client, and then our Thursday is our, like, weekly sync about Andy, and then sometimes clients, they have their internal meetings that they also pull me into.
30 00:03:18.060 ⇒ 00:03:19.689 Pranav: Yeah. And so…
31 00:03:19.720 ⇒ 00:03:28.290 Amber Lin: Because I’m handling both, the workload does get bigger, I also create slides for Thursdays.
32 00:03:28.320 ⇒ 00:03:41.950 Amber Lin: And then, in terms of, like, longer-term planning, it’s mostly me and Sam, and we do it, on our Wednesday working sessions. We kind of go through the roadmap and see, okay, this is what we want to do, this is…
33 00:03:42.060 ⇒ 00:03:52.090 Amber Lin: This is where we’re at, so a mix of, I would say mainly EP work on Wednesday, but a mix of CSO stuff as well.
34 00:03:52.300 ⇒ 00:03:59.880 Amber Lin: But the team does help with some communication. So, for example, if there’s access issues.
35 00:03:59.920 ⇒ 00:04:16.290 Amber Lin: Or if there’s specific issues that they’re working on, so they’ll take that communication. Other than that, like, the mainly weekly updates, dealing with clients, like, it’s mostly me, and then Utem chimes in from time to time, if the thing is, like, very urgent.
36 00:04:17.510 ⇒ 00:04:18.589 Pranav: Gotcha. Okay.
37 00:04:20.470 ⇒ 00:04:25.680 Pranav: Cool. It sounds like…
38 00:04:25.980 ⇒ 00:04:37.580 Pranav: what would you say, like, the weekly breakdown is, like, in terms of, if you had to, and if there is a way to, like, estimate percentage of, like, EP versus CSO work? Is it, like, 50-50? It’s sounding like…
39 00:04:38.230 ⇒ 00:04:42.809 Pranav: I don’t know, actually, maybe it is 50-50, since you are also, like, making slides for them?
40 00:04:43.200 ⇒ 00:04:43.990 Amber Lin: Yeah.
41 00:04:43.990 ⇒ 00:04:49.109 Pranav: I would say, I would say so, because on stand-up, Sam helps with that.
42 00:04:49.110 ⇒ 00:04:56.359 Amber Lin: I would say I do… I don’t know. I maybe do slightly more AP work, but I’m also working with the client, so…
43 00:04:56.980 ⇒ 00:05:04.250 Amber Lin: like, a lot of the alignment, I get on to call the client, and updates I call the client and give them
44 00:05:04.380 ⇒ 00:05:13.339 Amber Lin: weekly reviews, so I would say that counts as CSO work, so all my time meeting with the clients
45 00:05:13.630 ⇒ 00:05:15.709 Amber Lin: Like, a lot of it is CSO work.
46 00:05:16.020 ⇒ 00:05:16.960 Amber Lin: So…
47 00:05:16.960 ⇒ 00:05:18.219 Pranav: Yeah, that makes sense.
48 00:05:18.220 ⇒ 00:05:18.770 Amber Lin: Yeah.
49 00:05:18.770 ⇒ 00:05:22.049 Pranav: And so you said… sorry, you said there’s, like.
50 00:05:22.170 ⇒ 00:05:30.470 Pranav: Basically, like, it depends, because sometimes they pull… they pull you into, like, their stand-ups, but there’s that weekly call, and then…
51 00:05:31.110 ⇒ 00:05:38.050 Pranav: What… what other, like, weekly… like, how many, like, on average, is it, like, 3 calls per week that you have, like, with the client?
52 00:05:40.420 ⇒ 00:05:47.910 Amber Lin: One… one on Monday, one on Thursday, those are set weekly syncs, and then I would say every other week.
53 00:05:48.080 ⇒ 00:05:51.360 Amber Lin: They have a working session, and then they pull me in.
54 00:05:51.710 ⇒ 00:05:54.019 Pranav: Oh, okay. Gotcha.
55 00:05:54.390 ⇒ 00:05:58.239 Pranav: Okay, and then those… yeah, those seem like all kind of, like, CSO related.
56 00:05:59.280 ⇒ 00:06:08.100 Pranav: Yeah, okay, cool. Also wondering, like, with the slides, right? Because, like, so with Lilo.
57 00:06:08.420 ⇒ 00:06:09.320 Pranav: I…
58 00:06:10.650 ⇒ 00:06:16.319 Pranav: I made slides, like, the first week, mostly because it was, like, I was just starting to be CSO, and I was just like.
59 00:06:16.780 ⇒ 00:06:23.229 Pranav: let me just, like… I’d rather make slides and not need them than not make slides and need them.
60 00:06:23.730 ⇒ 00:06:32.600 Pranav: So I’m wondering, like, with Lilo… I mean, sorry, with ABC, have you found out that, like, yeah, like, they’re a type of client where, like, they need slides because, like, they…
61 00:06:33.100 ⇒ 00:06:41.119 Pranav: I feel like, for one thing, like, it definitely seems, like, more professional, and maybe, like, they pass it around internally,
62 00:06:42.050 ⇒ 00:06:46.509 Pranav: I’m just wondering, like, what… or have you, like, not tested, like, not using slides?
63 00:06:47.860 ⇒ 00:06:56.269 Amber Lin: I think we use slides because they’re very, very visual, and if you don’t have something to show them, or just talking, they get very lost.
64 00:06:56.310 ⇒ 00:07:04.400 Amber Lin: They’re also not technical people, so, like, all we should show them is just the surface of, oh, this looks cool, that looks cool.
65 00:07:04.400 ⇒ 00:07:17.660 Amber Lin: Versus, hey, let’s go dive in the database, because they won’t get distracted. Like, from our experience, they will get distracted very easily. So if you do a live demo, they will ask you about stuff, and then you spend half of the meeting.
66 00:07:18.000 ⇒ 00:07:19.910 Amber Lin: On a very specific thing.
67 00:07:20.120 ⇒ 00:07:33.119 Amber Lin: Okay. The slides are generated pretty quick, so, like, there’s a lot… I don’t put that much into formatting, so it’s just one usage update, and then the work we did this week.
68 00:07:33.120 ⇒ 00:07:40.119 Pranav: Mainly focusing on flashing them, hey, this is the cool stuff, that’s the cool stuff, and then telling them, hey, this is the concerns you…
69 00:07:40.140 ⇒ 00:07:44.460 Amber Lin: Talk to us about this week or last week. Here’s what we think about it.
70 00:07:45.430 ⇒ 00:07:52.100 Pranav: Okay, sounds good. Yeah, I think also, like, I’ll just get a lot of clarity after today’s call as well, like, how they operate.
71 00:07:52.720 ⇒ 00:08:03.090 Pranav: Yeah, maybe, like, after that, if I have any questions, we can probably just hop into, like, a huddle or a Zoom. We can just, like, debrief, just so, like, I feel like I’m aligned on that. But yeah, I feel like that’ll answer a lot of questions for me.
72 00:08:03.200 ⇒ 00:08:04.270 Pranav: Cool.
73 00:08:04.270 ⇒ 00:08:09.629 Amber Lin: How do you plan on the transition? Because, like, right now, I see the bottlenecks, like.
74 00:08:10.190 ⇒ 00:08:15.789 Amber Lin: I’ve been on this client for so long, it’s almost a year, and I know a lot of their context.
75 00:08:15.940 ⇒ 00:08:16.410 Pranav: Yeah.
76 00:08:16.410 ⇒ 00:08:19.180 Amber Lin: How is our transition going to happen?
77 00:08:20.120 ⇒ 00:08:36.919 Pranav: Yeah, this is how I did it with, Utam, with Lilo, and, you know, I… he had a lot of context, I guess, but it was also, like, a new client, so I just wonder how it’ll, like… I think we can do things similarly, though. So, basically, how it worked with, Utam…
78 00:08:37.210 ⇒ 00:08:38.380 Pranav: was,
79 00:08:38.669 ⇒ 00:08:47.699 Pranav: just one week, he just said, like, you run it, and I’ll just be there, like, co-piloting. And so, like, if, you know, I, like, you’re, like, stumbling, or, like, you don’t have, like.
80 00:08:47.920 ⇒ 00:08:55.100 Pranav: the right answer on something, or the context. I feel like for ABC, I might just, like, sometimes just not know what they’re talking about, because there’s, like.
81 00:08:55.690 ⇒ 00:09:02.619 Pranav: They’re used to, like, you and just, like, knowing, like, the client in its entirety. So I think maybe what we can do is, like.
82 00:09:03.180 ⇒ 00:09:07.770 Pranav: Start off with, like, This week, we can just,
83 00:09:08.390 ⇒ 00:09:16.300 Pranav: you know, you’ll run it, I’ll just be, like, a fly on the wall. I can talk to you if you’d like me to, like, to intro and whatever. And then maybe…
84 00:09:16.850 ⇒ 00:09:34.489 Pranav: next Thursday, for the first time, like, I can… we can, like, do a ton of prep, just like you feel confident too, but, like, I can try running it, and then you can still be there, just to kind of, like, you know, if, like, shit hits the fan, like, you can kind of, like, you know, help me out. And then…
85 00:09:34.660 ⇒ 00:09:37.970 Pranav: We can do that for another week, and then after that, like…
86 00:09:38.080 ⇒ 00:09:43.670 Pranav: once… or, like, whenever you feel confident, basically, you can just be like, okay, yeah, Pranav, I think you got this, like…
87 00:09:44.260 ⇒ 00:09:47.969 Pranav: And then I can just take it over, and then you don’t need to attend those if you don’t want to.
88 00:09:48.350 ⇒ 00:09:55.459 Amber Lin: Yeah, sounds good. Also, I wanted to ask about the EP rule on this client. Like, I’m not…
89 00:09:56.030 ⇒ 00:10:07.379 Amber Lin: physically working on any of those tasks, other than, say, the more organizational planning and translating requirements, which is honestly more CSO work.
90 00:10:08.120 ⇒ 00:10:15.780 Amber Lin: If I were to take over CSO, I think someone else should take over EP, because it doesn’t make sense, because I will lose all the context.
91 00:10:15.930 ⇒ 00:10:21.849 Amber Lin: On what’s happening, so it makes more… I think it makes more sense for someone on the client to do EP.
92 00:10:23.080 ⇒ 00:10:24.200 Pranav: Gotcha.
93 00:10:25.180 ⇒ 00:10:25.920 Pranav: Okay.
94 00:10:26.420 ⇒ 00:10:30.320 Amber Lin: Which we’ll have to ask about, like, Casey or Michelleva’s capacity.
95 00:10:31.440 ⇒ 00:10:36.530 Pranav: Yeah, I have no clue on their capacity, maybe, yeah.
96 00:10:36.750 ⇒ 00:10:43.709 Pranav: Yeah, I think you just had your, EP sync, right? That would have been probably a good time to, like, have that conversation, but .
97 00:10:43.710 ⇒ 00:10:50.240 Amber Lin: Yeah, but they weren’t… they weren’t, like, me and Washaha there, so… It’s not a well-attended meeting.
98 00:10:50.450 ⇒ 00:10:53.309 Pranav: Oh, gotcha, gotcha. Maybe, like, I would,
99 00:10:53.710 ⇒ 00:10:58.190 Pranav: Yeah, if you want, we can, like, have another call with,
100 00:10:59.000 ⇒ 00:11:05.570 Pranav: with, like, UTAM about that, to, like, figure out, like, resourcing, or whoever you think else we can, like.
101 00:11:05.730 ⇒ 00:11:09.619 Pranav: pull in to, like, figure that out, because, yeah, I have no clue.
102 00:11:10.160 ⇒ 00:11:14.400 Pranav: If we wanted to, like… if you weren’t gonna be EP, then who would be? I’m not sure.
103 00:11:16.260 ⇒ 00:11:22.939 Amber Lin: Yeah, I… I think for the near term, I would still be EP, because I think you would need the context from me to…
104 00:11:22.940 ⇒ 00:11:23.490 Pranav: Yep.
105 00:11:23.630 ⇒ 00:11:26.230 Amber Lin: handle the CSO stuff, but…
106 00:11:26.470 ⇒ 00:11:34.140 Amber Lin: Maybe, say, after a month, then we can see, if we can get someone else to do EP.
107 00:11:34.650 ⇒ 00:11:36.120 Pranav: Yeah, that makes sense.
108 00:11:36.660 ⇒ 00:11:37.260 Amber Lin: Cool.
109 00:11:39.060 ⇒ 00:11:47.580 Amber Lin: Hi, I’ll see you at the meeting later. It probably would take 30 minutes instead of an hour. We did an hour when we still had discovery work streams going on.
110 00:11:48.780 ⇒ 00:11:52.299 Amber Lin: And then I’ll probably sync with you after that.
111 00:11:52.740 ⇒ 00:11:58.370 Pranav: Okay, cool. Yeah, I’m guessing I don’t really need… I mean, I have no context to the Discovery Workstream, like, I don’t really know what that is.
112 00:11:58.370 ⇒ 00:12:05.960 Amber Lin: Yeah, no worries there, it’s more of a strategy work, so if any, Robert will be… Robert Utum will be helping.
113 00:12:06.620 ⇒ 00:12:08.100 Pranav: Perfect. Sounds good.
114 00:12:08.100 ⇒ 00:12:10.079 Amber Lin: Okay, well, see you later.
115 00:12:10.240 ⇒ 00:12:11.440 Pranav: Yeah, thanks, Amber. Talk later.
116 00:12:11.440 ⇒ 00:12:12.709 Amber Lin: Of course, bye.
117 00:12:12.890 ⇒ 00:12:13.480 Pranav: See ya.