Meeting Title: Daily Sales Sync Date: 2025-01-02 Meeting participants: Robert Tseng, Nicolas Sucari, Connor Fenn
WEBVTT
1 00:04:50.130 ⇒ 00:04:51.150 Nicolas Sucari: Hey? Connor?
2 00:04:52.330 ⇒ 00:04:53.440 Connor Fenn: Hey! Good morning!
3 00:04:54.410 ⇒ 00:04:55.869 Nicolas Sucari: Good morning. How are you.
4 00:04:56.180 ⇒ 00:04:57.279 Connor Fenn: Good! How are you?
5 00:05:00.040 ⇒ 00:05:01.090 Nicolas Sucari: Doing, good.
6 00:05:01.760 ⇒ 00:05:02.970 Connor Fenn: Happy New Year.
7 00:05:03.430 ⇒ 00:05:07.280 Nicolas Sucari: Happy New Year to you, too. How did you spend New Year’s Eve.
8 00:05:08.650 ⇒ 00:05:15.680 Connor Fenn: I was kind of just out. I went to a like party here in Austin wasn’t too too bad.
9 00:05:16.550 ⇒ 00:05:17.370 Nicolas Sucari: Nice.
10 00:05:17.700 ⇒ 00:05:18.640 Connor Fenn: What about you?
11 00:05:19.660 ⇒ 00:05:22.220 Nicolas Sucari: Yeah, just big dinner with family.
12 00:05:22.500 ⇒ 00:05:24.590 Nicolas Sucari: and just spend some time with
13 00:05:25.020 ⇒ 00:05:29.279 Nicolas Sucari: some friends and family at the beach until late night.
14 00:05:30.080 ⇒ 00:05:30.890 Connor Fenn: Nice.
15 00:05:31.470 ⇒ 00:05:33.210 Nicolas Sucari: Yeah, just nice.
16 00:05:33.210 ⇒ 00:05:34.340 Connor Fenn: Like a good time.
17 00:07:44.990 ⇒ 00:07:47.389 Nicolas Sucari: Hey, how? How is everything going
18 00:07:47.580 ⇒ 00:07:54.410 Nicolas Sucari: with going Forge? Do you need? If you need anything regarding how we’re managing clients for operations meetings?
19 00:07:54.720 ⇒ 00:07:56.330 Nicolas Sucari: Let me know when I can help.
20 00:07:56.950 ⇒ 00:08:02.809 Nicolas Sucari: I’ll be glad to help you and to work with you on a process
21 00:08:03.370 ⇒ 00:08:08.259 Nicolas Sucari: of the handoff from like sales to operations.
22 00:08:08.600 ⇒ 00:08:11.760 Nicolas Sucari: because we don’t have anything like that yet.
23 00:08:13.010 ⇒ 00:08:21.530 Connor Fenn: Yeah, things are going. Well, right now, I kind of just been spending the time really going through
24 00:08:22.490 ⇒ 00:08:30.739 Connor Fenn: kind of services, and just like to understand like mixed panel snowflake all those a little bit more.
25 00:08:31.490 ⇒ 00:08:38.090 Connor Fenn: Utam kind of gave me some direction for this weekend next week, where I’m kinda
26 00:08:40.700 ⇒ 00:08:52.620 Connor Fenn: putting together kind of like a talk track for qualifying leads, and then also like a little objections. Database kind of just start to put that into notion. And then I gotta
27 00:08:53.372 ⇒ 00:08:58.867 Connor Fenn: take 2 new leads and kind of start to craft some emails to them.
28 00:08:59.380 ⇒ 00:09:01.600 Connor Fenn: to kind of try to get something going.
29 00:09:01.820 ⇒ 00:09:05.369 Connor Fenn: I put a a bunch of different
30 00:09:06.000 ⇒ 00:09:12.440 Connor Fenn: kind of like personal connection opportunities in notion already that I think
31 00:09:12.780 ⇒ 00:09:16.470 Connor Fenn: I have a good opportunity at least getting initial meetings with. So
32 00:09:18.390 ⇒ 00:09:19.989 Connor Fenn: that’s kind of where I’m at.
33 00:09:21.020 ⇒ 00:09:22.360 Nicolas Sucari: Perfect, great.
34 00:09:22.610 ⇒ 00:09:28.600 Connor Fenn: That. And then I’m also I’m joining Utam today on some sort of.
35 00:09:28.790 ⇒ 00:09:32.699 Connor Fenn: or actually, it got pushed to tomorrow with ABC. Home.
36 00:09:33.500 ⇒ 00:09:34.450 Nicolas Sucari: Oh, yeah. Okay.
37 00:09:34.450 ⇒ 00:09:35.890 Nicolas Sucari: Yeah. Yeah.
38 00:09:37.380 ⇒ 00:09:37.990 Connor Fenn: Damn!
39 00:09:39.070 ⇒ 00:09:46.229 Nicolas Sucari: So what I’m told he’s on his way. So he’s gonna join like in 5 min. And I don’t know about Robert.
40 00:09:46.520 ⇒ 00:09:50.020 Nicolas Sucari: neither. Miguel, not sure about him.
41 00:09:50.770 ⇒ 00:09:54.349 Nicolas Sucari: But yeah, if if you need anything on
42 00:09:54.550 ⇒ 00:10:03.980 Nicolas Sucari: like any information on how we are kind of managing clients, let me know I can help you with that for the meetings. And yeah, once you already
43 00:10:04.080 ⇒ 00:10:05.270 Nicolas Sucari: start
44 00:10:05.540 ⇒ 00:10:13.139 Nicolas Sucari: like with new clients or or that kind of stuff it would be good to have like that this kind of process on how we can
45 00:10:13.280 ⇒ 00:10:36.939 Nicolas Sucari: like how you guys over due time can handle like new clients and start to to operations so that we can start working. When I talk about the handoff, I say about all all regarding information that we have in order to start creating the actual work, the requirements, scope it out, create the notion stuff that we need, or to share with clients so that we can get the team going.
46 00:10:37.610 ⇒ 00:10:38.330 Connor Fenn: Gotcha.
47 00:10:39.000 ⇒ 00:10:40.540 Nicolas Sucari: But yeah, that would be great.
48 00:10:40.990 ⇒ 00:10:46.320 Nicolas Sucari: so that we don’t miss anything when we start to to work with one of those clients.
49 00:10:48.290 ⇒ 00:10:55.250 Connor Fenn: Okay, yeah, hopefully, I’m hoping, like, next week, we really kind of get everything kind of going, I think, with the holiday.
50 00:10:55.420 ⇒ 00:11:01.660 Connor Fenn: I didn’t get too much. But hey, Robert.
51 00:11:03.700 ⇒ 00:11:05.050 Robert Tseng: Hey? Connor? Hey? Nico.
52 00:11:06.150 ⇒ 00:11:08.929 Nicolas Sucari: Hey, Robert, how are you? Happy? New Year?
53 00:11:09.140 ⇒ 00:11:10.389 Robert Tseng: Happy New Year.
54 00:11:12.110 ⇒ 00:11:19.890 Robert Tseng: Right? Sorry I’m late. I guess we’ll just. We’ll kinda just jump into without your time today and thank you and Miguel are a different call.
55 00:11:22.700 ⇒ 00:11:23.040 Nicolas Sucari: Yeah.
56 00:11:23.040 ⇒ 00:11:28.039 Robert Tseng: I’ll I’ll share my screen. Here we go.
57 00:11:30.300 ⇒ 00:11:34.033 Robert Tseng: Okay. So here I have a lead side.
58 00:11:35.150 ⇒ 00:11:38.149 Robert Tseng: yeah, I’m just like going through these overviews, and then
59 00:11:38.480 ⇒ 00:11:45.100 Robert Tseng: also well, we can talk. We’ll just go through step by step. So urban stems. This is a lead.
60 00:11:45.558 ⇒ 00:11:56.510 Robert Tseng: We have a we have a discovery call with them tomorrow, I think. Connor, Utah. We just said that he wanted to add you to this call tomorrow. So just be on the lookout for that.
61 00:11:58.310 ⇒ 00:12:09.490 Robert Tseng: yeah, this is probably a more complicated lead than what we would typically see, just because I already have someone on the inside there. They’ve sent me like a lot of materials. So
62 00:12:11.370 ⇒ 00:12:18.779 Robert Tseng: yeah, I think we just have a lot more like for a discovery call. I have a lot more context for what
63 00:12:18.990 ⇒ 00:12:27.627 Robert Tseng: for? For? Like, where? Where their data data team and strategy is that currently. So I’m expecting to do like a
64 00:12:31.722 ⇒ 00:12:35.237 Robert Tseng: our back review before call
65 00:12:36.310 ⇒ 00:12:40.780 Robert Tseng: be ready to chat through architecture.
66 00:12:41.200 ⇒ 00:12:59.980 Robert Tseng: So yeah, I mean, this is probably gonna be with a head of engineering on the call as well. So this is a much more technical call than probably what you would be handling but maybe it’d be good just to be on there to like. Get get to know the the language a bit more.
67 00:13:00.800 ⇒ 00:13:01.165 Connor Fenn: Okay.
68 00:13:02.030 ⇒ 00:13:06.289 Robert Tseng: I might just add you now, if I Oh, shit whatever I’ll do it later.
69 00:13:09.560 ⇒ 00:13:17.440 Robert Tseng: Yeah, okay. And then with that, yeah, I have another contact. So you
70 00:13:18.930 ⇒ 00:13:22.260 Robert Tseng: dial to, yeah, my batch
71 00:13:27.240 ⇒ 00:13:33.180 Robert Tseng: roar. Yeah, I’m not. I’m not sure where, like the AI stuff is. I think we’re
72 00:13:33.780 ⇒ 00:13:36.630 Robert Tseng: we’re still kind of pending on this, I guess.
73 00:13:40.330 ⇒ 00:13:48.059 Robert Tseng: Laravel. I don’t know if Utah made the proposal yet, so we’re gonna have to. If he if he jumps on later he can kind of take that one
74 00:13:48.746 ⇒ 00:14:00.860 Robert Tseng: rps. I’m I’ll follow up today. I think they were just kind of shut down over the New Year. So Rps, groom buggy will both. I’ll handle both of those and also clever.
75 00:14:04.190 ⇒ 00:14:13.189 Robert Tseng: yeah. So I think it’s really just kind of continuing to follow up with the ones that we already have these proposals sent out for. I’m expecting.
76 00:14:13.360 ⇒ 00:14:17.999 Robert Tseng: you know, of of all of these, like 1. 1 or 2 of these is gonna close in the next week.
77 00:14:19.220 ⇒ 00:14:20.940 Robert Tseng: So that’s kind of
78 00:14:21.570 ⇒ 00:14:30.122 Robert Tseng: we’re at there on the contract renewal side. Yeah, we’re still waiting on Javi, still still waiting on Midi. Midi.
79 00:14:32.080 ⇒ 00:14:36.589 Robert Tseng: We have. I have to follow up my main stakeholder there.
80 00:14:37.530 ⇒ 00:14:42.710 Robert Tseng: She like changed roles. They brought in someone new. So I need to get acquainted with the with the new guy.
81 00:14:42.870 ⇒ 00:14:46.820 Robert Tseng: So I’m gonna message him and try to get a call with him in the next week.
82 00:14:47.592 ⇒ 00:14:51.579 Robert Tseng: But yeah, I think Midi is just moving slower because of
83 00:14:52.730 ⇒ 00:14:55.089 Robert Tseng: the internal restructuring that they did.
84 00:14:55.510 ⇒ 00:15:01.369 Robert Tseng: Javi. I don’t really know. I mean balls in a month’s court right now.
85 00:15:03.000 ⇒ 00:15:15.020 Robert Tseng: yeah, I mean Nico, I he! He tagged you in a message asking you to share links and stuff with him. I kind of just responded, because I think he already did that but.
86 00:15:15.020 ⇒ 00:15:19.480 Nicolas Sucari: Yeah, everything is there on the on the notion. But yeah, I can.
87 00:15:19.750 ⇒ 00:15:22.809 Nicolas Sucari: I can send the link directly to that. If you want.
88 00:15:24.230 ⇒ 00:15:25.969 Robert Tseng: Yeah, maybe just like
89 00:15:26.370 ⇒ 00:15:30.499 Robert Tseng: as a as a message without being so. Yeah, just send him like, Hey, man, like.
90 00:15:30.500 ⇒ 00:15:31.290 Nicolas Sucari: Yeah, yeah.
91 00:15:31.540 ⇒ 00:15:38.879 Robert Tseng: Whatever, just like here’s a link as well. Hopefully, that’ll just kind of keep it active. Because I don’t wanna be asking him like.
92 00:15:39.950 ⇒ 00:15:40.680 Nicolas Sucari: Yeah, yeah, yeah.
93 00:15:40.680 ⇒ 00:15:46.559 Robert Tseng: Every day, every day. So like, you know, as long as we can have something to keep that channel active, we just want to do that.
94 00:15:47.090 ⇒ 00:15:48.929 Nicolas Sucari: Yeah, sure, do that today.
95 00:15:50.480 ⇒ 00:15:51.190 Robert Tseng: Yeah.
96 00:15:53.210 ⇒ 00:16:05.849 Robert Tseng: okay, so that’s pretty much it, for the active like sales leads right now. I guess, Connor. Yep, I guess as you’re looking through things, have any questions, things that I can kind of help direct you to. While we’re here.
97 00:16:05.850 ⇒ 00:16:21.659 Connor Fenn: Yes, so one of the things that Utam had me, or kind of tasks he wrote out for me to do this week, and next week is kind of choose 2 leads, and kind of like, put together some court sort of like initial email.
98 00:16:22.655 ⇒ 00:16:24.779 Connor Fenn: to go over with them.
99 00:16:25.630 ⇒ 00:16:29.389 Connor Fenn: Yeah, go over our services and kind of just draft that out.
100 00:16:29.680 ⇒ 00:16:36.789 Connor Fenn: Do you want those specifically coming from a certain section or certain people, or.
101 00:16:37.507 ⇒ 00:16:44.450 Robert Tseng: I think, he was saying, like whatever ones you feel comfortable with. If you want to go after the I’m trying to find that you put up first.st
102 00:16:45.010 ⇒ 00:16:49.754 Connor Fenn: I was also yeah, those I did. I was also looking at.
103 00:16:50.540 ⇒ 00:17:00.280 Connor Fenn: If you scroll up, for example, or go to the new leads. Maybe.
104 00:17:01.130 ⇒ 00:17:02.190 Connor Fenn: Section
105 00:17:02.310 ⇒ 00:17:10.640 Connor Fenn: I, Utam, had mentioned me in this 13th floor one I was looking at that I was hoping you could tell me a little bit more
106 00:17:11.040 ⇒ 00:17:22.449 Connor Fenn: about that. If you did know, or is Tom really the only one cause? It looks like he from the details. It looks like he maybe got this email and
107 00:17:22.750 ⇒ 00:17:26.889 Connor Fenn: sounds like the guy wanted this. But I don’t know what kind of happened after that.
108 00:17:27.190 ⇒ 00:17:33.689 Robert Tseng: Yeah, I don’t think they follow up on this. This was just supposed to be like they wanted to know what AI
109 00:17:34.110 ⇒ 00:17:42.609 Robert Tseng: we were. We were trying to do like an AI like coaching, or whatever enablement session with them. I don’t think we actually, I don’t think he followed up on this.
110 00:17:42.770 ⇒ 00:17:43.880 Connor Fenn: Okay.
111 00:17:45.470 ⇒ 00:17:51.410 Robert Tseng: Yeah, especially with, like the real estate, or like the lower tech industries.
112 00:17:51.640 ⇒ 00:17:58.109 Robert Tseng: Sometimes like we get connected to these leads. And they’re not like. They don’t. They have no idea like what
113 00:17:59.150 ⇒ 00:18:03.980 Robert Tseng: AI services can really do for them. And so we were thinking of like
114 00:18:04.570 ⇒ 00:18:34.560 Robert Tseng: how we can do kind of a paid discovery with them. They’re not gonna yeah. And so it ended up just being like, Hey, what if we just did like a 1 h to a session with your with your team. And you know, it’s like a we just go in, and we we do like a workshop, and that’s like a way to kind of like bridge the gap between. Yeah, like the initial sales call before we get to the next place. But yeah, I think we were. We’re still. We’re still building out that that motion.
115 00:18:34.870 ⇒ 00:18:35.720 Connor Fenn: Gotcha.
116 00:18:37.170 ⇒ 00:18:50.960 Robert Tseng: yeah, but with the real estate. And then, like the legal leads that we wanna be hitting like soon, I think that’ll become more of a viable like play where we do have to start off with some sort of like.
117 00:18:51.330 ⇒ 00:18:53.389 Robert Tseng: just training or something with them.
118 00:18:55.220 ⇒ 00:18:55.900 Robert Tseng: Yeah.
119 00:18:56.600 ⇒ 00:19:01.129 Connor Fenn: Yeah, yeah, that’s all I really had right now, I gotta just go through
120 00:19:01.460 ⇒ 00:19:06.209 Connor Fenn: the tasks that Utah kind of gave me yesterday. It’s about it.
121 00:19:07.230 ⇒ 00:19:09.655 Robert Tseng: Okay, cool. Yeah. I mean,
122 00:19:10.410 ⇒ 00:19:13.183 Robert Tseng: I think that’s that’s that sounds good.
123 00:19:14.150 ⇒ 00:19:23.160 Robert Tseng: yeah, good to see everyone back. We’ll kind of things are starting to ramp up. We will be pushing on a lot of these leads over the next week or so.
124 00:19:27.360 ⇒ 00:19:28.720 Robert Tseng: Okay, cool.
125 00:19:28.830 ⇒ 00:19:33.299 Robert Tseng: Then. Yeah, we don’t have to stay on. We’ll just drop off talk to you guys later.
126 00:19:34.060 ⇒ 00:19:35.020 Connor Fenn: Have a good day.
127 00:19:35.430 ⇒ 00:19:36.939 Nicolas Sucari: See you later, guys, bye-bye.