Meeting Title: Daily Sales Sync Date: 2024-12-23 Meeting participants: Nicolas Sucari, Uttam Kumaran
WEBVTT
1 00:05:58.310 ⇒ 00:05:59.910 Uttam Kumaran: Hey? Nico.
2 00:06:01.990 ⇒ 00:06:04.150 Nicolas Sucari: Hey Youtan, good morning. How are you?
3 00:06:04.150 ⇒ 00:06:05.130 Uttam Kumaran: Morning, good
4 00:06:12.920 ⇒ 00:06:14.569 Uttam Kumaran: did did Robert join.
5 00:06:15.600 ⇒ 00:06:27.120 Nicolas Sucari: No. Robert told us that he was still at the meeting with Eden leadership team, so he was not gonna join. He was gonna join directly the other meeting. I think.
6 00:06:27.360 ⇒ 00:06:28.540 Uttam Kumaran: Okay. Okay. Okay. Okay.
7 00:06:29.190 ⇒ 00:06:36.169 Nicolas Sucari: I’m I just created the channel for him to share updates. I created a client, even one, I added.
8 00:06:36.170 ⇒ 00:06:39.610 Uttam Kumaran: Yeah, what I was gonna mention. So we have we have.
9 00:06:39.610 ⇒ 00:06:40.030 Nicolas Sucari: Yeah, okay.
10 00:06:40.030 ⇒ 00:06:48.390 Uttam Kumaran: 2 clients. We need to do that for both art helper and and Eden.
11 00:06:49.230 ⇒ 00:06:51.190 Nicolas Sucari: So can you pull.
12 00:06:51.330 ⇒ 00:07:04.920 Uttam Kumaran: Yeah, if you can coordinate with him on just like the details. And then what we can do is we can create the one internally, I also would love to kick off. Yeah, the creation of the notion. Page and then.
13 00:07:05.890 ⇒ 00:07:06.439 Uttam Kumaran: if we.
14 00:07:06.440 ⇒ 00:07:07.959 Nicolas Sucari: I already did that? Yeah.
15 00:07:07.960 ⇒ 00:07:13.490 Uttam Kumaran: Yeah. And then, if possible, we could also ask him if he wants to create the slack, connect.
16 00:07:14.850 ⇒ 00:07:34.589 Nicolas Sucari: Yeah, yeah, I mean, I I’m just creating the internal channels. I just created the channel for Eden and the 2. No, I created 2 notion pages, one like the New Task Board, like page that Marianne created for each project. And then I created the one that we were using with all of the information of the client.
17 00:07:34.710 ⇒ 00:07:44.229 Nicolas Sucari: Right? I linked both. So I link both. I was just doing that for it. And I was gonna mention that in the in the new channel, and I can do that.
18 00:07:44.230 ⇒ 00:07:44.600 Uttam Kumaran: Yeah. Awesome.
19 00:07:45.520 ⇒ 00:07:46.439 Nicolas Sucari: Yeah.
20 00:07:46.440 ⇒ 00:07:48.710 Uttam Kumaran: Yeah, if you can also create the project.
21 00:07:50.840 ⇒ 00:07:51.740 Nicolas Sucari: Where? Okay?
22 00:07:51.740 ⇒ 00:07:53.359 Uttam Kumaran: Q. 1, 42.
23 00:07:53.360 ⇒ 00:07:55.390 Nicolas Sucari: 2, 1, okay. Okay. Okay.
24 00:07:55.390 ⇒ 00:07:57.510 Uttam Kumaran: And then, yeah, basically, I think.
25 00:07:57.510 ⇒ 00:08:01.950 Nicolas Sucari: In that client in the clients, page.
26 00:08:02.270 ⇒ 00:08:04.679 Uttam Kumaran: It’s in project management. But basically.
27 00:08:04.680 ⇒ 00:08:05.630 Nicolas Sucari: Oh, that’s weird!
28 00:08:05.630 ⇒ 00:08:07.339 Uttam Kumaran: Project. And that’s what. Yeah.
29 00:08:08.030 ⇒ 00:08:09.510 Nicolas Sucari: Okay, cool.
30 00:08:09.790 ⇒ 00:08:13.070 Nicolas Sucari: Let me see where I can. Where is that database? We
31 00:08:13.750 ⇒ 00:08:19.589 Nicolas Sucari: the q 1 stuff it’s in. It’s in the meetings one right? Weekly. Client review. Okay. Here.
32 00:08:20.150 ⇒ 00:08:20.930 Nicolas Sucari: No.
33 00:08:21.600 ⇒ 00:08:25.150 Uttam Kumaran: It’s in projects. If you just search for projects, you’ll see it.
34 00:08:26.940 ⇒ 00:08:28.380 Nicolas Sucari: Oh, okay, okay.
35 00:08:29.690 ⇒ 00:08:41.230 Nicolas Sucari: Oh, yeah, okay. I can create even Q, 1, 2, 2, 35 is already created. And I think our helper is like, the audit is also created, too. Yeah.
36 00:08:41.230 ⇒ 00:08:42.139 Uttam Kumaran: Okay. Okay.
37 00:08:42.900 ⇒ 00:08:44.820 Nicolas Sucari: Yeah, we did that, I think, last week.
38 00:08:45.040 ⇒ 00:08:47.850 Nicolas Sucari: but I can add to the client.
39 00:08:48.350 ⇒ 00:09:01.450 Uttam Kumaran: Yeah. And then, basically, I want us want us to just note down. We just get ahead of all the tasks there and then assign them out and everything. So yeah, just just have Robert loop us into everything there.
40 00:09:02.270 ⇒ 00:09:10.419 Nicolas Sucari: Yeah. Okay, okay, cool. Yeah. Let me do that. And we can join the other meeting. I’ll mention all of the creations. Okay.
41 00:09:10.420 ⇒ 00:09:11.510 Uttam Kumaran: Okay, okay, perfect.
42 00:09:12.430 ⇒ 00:09:13.150 Nicolas Sucari: Thanks, for time.
43 00:09:13.150 ⇒ 00:09:18.590 Uttam Kumaran: Thank you. Yeah. And then and then in your process. If you have feedback for Mary Ann, let her know, like, for example.
44 00:09:18.590 ⇒ 00:09:19.030 Nicolas Sucari: Yeah, yeah.
45 00:09:19.030 ⇒ 00:09:22.549 Uttam Kumaran: Even in this, like you had to create the client page. Then you created the
46 00:09:22.690 ⇒ 00:09:28.930 Uttam Kumaran: you created the client record, then you created the client page, and you created the project like, just map it out for her.
47 00:09:29.320 ⇒ 00:09:32.339 Uttam Kumaran: or or maybe give her some feedback so that she can.
48 00:09:32.480 ⇒ 00:09:35.779 Uttam Kumaran: She can know sort of like what the context is for everything.
49 00:09:36.480 ⇒ 00:09:46.139 Nicolas Sucari: Okay, okay, yeah. I think we need just to link the project with the new client pages that we have. I don’t think we have that
50 00:09:46.897 ⇒ 00:09:51.410 Nicolas Sucari: on the on the data and the AI page to like, try to
51 00:09:51.960 ⇒ 00:09:55.639 Nicolas Sucari: figure out how to share. Like all the information between
52 00:09:55.830 ⇒ 00:09:57.979 Nicolas Sucari: the client in all of the pages, too.
53 00:09:58.380 ⇒ 00:09:59.000 Uttam Kumaran: Okay.
54 00:10:00.230 ⇒ 00:10:02.480 Nicolas Sucari: But yeah, I think that’s fine. It can.
55 00:10:02.590 ⇒ 00:10:03.869 Nicolas Sucari: You can check everything.
56 00:10:04.050 ⇒ 00:10:05.089 Nicolas Sucari: Okay? Okay.
57 00:10:05.610 ⇒ 00:10:07.150 Uttam Kumaran: Okay, perfect. I’ll talk to you there.
58 00:10:07.620 ⇒ 00:10:09.289 Uttam Kumaran: Yeah, okay, thanks for time.