Meeting Title: Daily Sales Sync Date: 2025-01-08 Meeting participants: Nicolas Sucari, Uttam Kumaran, Miguel De Veyra, Connor Fenn


WEBVTT

1 00:01:43.830 00:01:45.520 Miguel de Veyra: London, City.

2 00:03:02.340 00:03:07.918 Connor Fenn: Hey? Good morning, or I should say, evening for you, Miguel.

3 00:03:08.290 00:03:09.400 Connor Fenn: Yeah, yeah.

4 00:03:10.459 00:03:11.010 Miguel de Veyra: Morning.

5 00:03:11.010 00:03:16.039 Connor Fenn: Is it? I guess it’s technically was morning there for you, too. Huh? But like wicked early.

6 00:03:17.041 00:03:19.449 Miguel de Veyra: Yeah, technically almost 12. Midnight.

7 00:03:19.740 00:03:20.570 Connor Fenn: Oh! Damn!

8 00:03:21.791 00:03:25.839 Miguel de Veyra: I could. I deployed a tool that I think you might find useful.

9 00:03:26.220 00:03:26.970 Connor Fenn: Okay.

10 00:03:27.170 00:03:29.650 Miguel de Veyra: Let me send it to you via slack!

11 00:03:31.680 00:03:32.140 Miguel de Veyra: Oh, my gosh!

12 00:03:32.140 00:03:35.260 Miguel de Veyra: Thank you for hey, Nicole.

13 00:03:35.450 00:03:36.110 Connor Fenn: Hey!

14 00:03:39.830 00:03:42.139 Miguel de Veyra: We’ll ask you for a password.

15 00:03:43.290 00:03:45.650 Connor Fenn: Okay, yeah, I’ll check it out for sure.

16 00:03:48.550 00:03:49.849 Uttam Kumaran: Hey, guys.

17 00:03:50.160 00:03:50.930 Miguel de Veyra: Move them.

18 00:03:51.040 00:03:51.710 Nicolas Sucari: Hey, Doug.

19 00:03:52.600 00:03:53.590 Uttam Kumaran: Hey? Good morning.

20 00:03:59.941 00:04:02.349 Uttam Kumaran: Connor, do you want to ping

21 00:04:02.930 00:04:05.200 Uttam Kumaran: Robert in Sales Channel and see if he’s.

22 00:04:05.200 00:04:06.629 Miguel de Veyra: He’s not joining.

23 00:04:06.740 00:04:07.470 Uttam Kumaran: Yeah.

24 00:04:07.470 00:04:09.860 Nicolas Sucari: He said he said he was gonna skip.

25 00:04:11.040 00:04:15.430 Uttam Kumaran: Okay. Okay. Cool. Then. Yeah. Connor, if you wanna run.

26 00:04:16.089 00:04:17.010 Connor Fenn: Yeah.

27 00:04:17.010 00:04:17.809 Uttam Kumaran: Through this.

28 00:04:25.040 00:04:25.830 Connor Fenn: Let’s see.

29 00:04:26.880 00:04:28.040 Connor Fenn: Alright.

30 00:04:31.500 00:04:34.010 Connor Fenn: So I guess we’re signing. Ergo.

31 00:04:35.484 00:04:42.015 Uttam Kumaran: Yeah, I don’t. I don’t have an update from Robert on this. So anything with Robert how?

32 00:04:43.350 00:05:05.110 Uttam Kumaran: Well, I can talk to some of them. Staff, Glitz, we’re hearing back Friday. We sent the proposal for this yesterday and proposal, Tsib, we talked to yesterday, ABC. Home. We’re meeting with tomorrow. And so that’s some work for me and the AI team to talk through. That’s fine, Cvre. We should have that sent out today.

33 00:05:05.110 00:05:07.604 Connor Fenn: Yeah, I don’t know if I

34 00:05:08.140 00:05:13.910 Connor Fenn: finished the sal from your comments. So it’s all updated for like a second walk through.

35 00:05:13.910 00:05:20.210 Uttam Kumaran: Sow yeah, I’ll take a look this morning.

36 00:05:20.840 00:05:25.049 Connor Fenn: I don’t call it sow in the real estate industry. Literally, everybody says sow.

37 00:05:25.050 00:05:27.369 Uttam Kumaran: Really. Oh, never mind. Then. Okay.

38 00:05:27.930 00:05:29.260 Uttam Kumaran: Never heard Sal.

39 00:05:29.260 00:05:30.069 Nicolas Sucari: It’s true.

40 00:05:30.110 00:05:32.210 Uttam Kumaran: I’ve never heard Sal in my life.

41 00:05:32.510 00:05:35.499 Connor Fenn: Oh, yeah, no, that’s what everybody says. But.

42 00:05:35.500 00:05:41.050 Uttam Kumaran: Okay. Never mind. Then. With you I was like what the fuck I’ve never heard that

43 00:05:42.400 00:05:55.309 Connor Fenn: Geneva. I spoke to Fred. He’s just like a personal connection of mine. I think they’re gonna be a good potential client, for you know the product and analytics side of things.

44 00:05:55.775 00:06:05.250 Connor Fenn: He actually sent me over times that he was available for next week, Tuesday and Wednesday, but he didn’t send me an email. So I’m just waiting on that, and then

45 00:06:05.380 00:06:07.459 Connor Fenn: I’ll have something scheduled.

46 00:06:08.450 00:06:10.960 Uttam Kumaran: You set the Times, but didn’t send an email, or what was that.

47 00:06:11.120 00:06:23.040 Connor Fenn: Yeah, I was like, Hey, we should hop on a call and like, go through some stuff. And he he was like, Yeah, for sure I’d love to catch up. And he sent me a few times. But I just don’t have his email is over, Linkedin. So

48 00:06:23.510 00:06:26.390 Connor Fenn: I’m just waiting for that, so I can throw it on the.

49 00:06:26.390 00:06:28.449 Uttam Kumaran: I’m pretty sure we could get his email

50 00:06:30.340 00:06:33.679 Connor Fenn: It doesn’t matter. He’ll he’ll respond to me by today, I’m sure.

51 00:06:34.460 00:06:42.050 Uttam Kumaran: Okay? Yeah, I would, can you? So I want to see how you can take that call yourself.

52 00:06:42.170 00:06:50.200 Uttam Kumaran: I think. Let’s try to set this goal for the rest of this week and next week is like how we can equip you with all the talking points on the products.

53 00:06:50.300 00:06:54.520 Uttam Kumaran: analytics and strategy side in order for you to basically

54 00:06:54.880 00:06:58.190 Uttam Kumaran: just explain what we do. And then, if they’re.

55 00:06:58.190 00:06:59.299 Connor Fenn: Yeah, that would be great.

56 00:06:59.300 00:07:00.280 Uttam Kumaran: Better now cool.

57 00:07:00.280 00:07:07.189 Connor Fenn: I feel confident with the AI stuff that we’ve kind of been talk had meetings on, I guess, for the past couple of days.

58 00:07:07.620 00:07:12.790 Connor Fenn: just like initial discovery calls, and especially once I get the demo kind of thing

59 00:07:13.293 00:07:15.850 Connor Fenn: taken care of. I could talk to that pretty much, but the.

60 00:07:15.850 00:07:16.210 Uttam Kumaran: Cool.

61 00:07:16.210 00:07:18.300 Connor Fenn: Like the analytics side. I just like

62 00:07:18.440 00:07:20.480 Connor Fenn: there’s a lot to that. And there’s a lot of.

63 00:07:20.480 00:07:21.080 Uttam Kumaran: Really.

64 00:07:21.460 00:07:23.010 Connor Fenn: So, yeah, I definitely want to watch.

65 00:07:23.010 00:07:24.669 Uttam Kumaran: Think. Also, I want to work

66 00:07:26.260 00:07:29.919 Uttam Kumaran: and I’m talking to Robert about him sort of leading this.

67 00:07:30.110 00:07:32.492 Uttam Kumaran: I want to give you a couple of

68 00:07:33.200 00:08:00.350 Uttam Kumaran: sort of task on the building up the service pages side. We’re honestly, I want us to build out basically like what the talk track is for each of our services that way. You have an ability to one. Go into any client and sort of say, cool. Tell me your problems. You’re able to categorize the problems into like what services we could offer. And then it’s really clear to look at a given service and say, this is what we do? I’ll basically like, how can we do that

69 00:08:00.580 00:08:16.810 Uttam Kumaran: to 100% of like what I would say? Right? I don’t think this. We’re very far from that. I think we just have a lot of like writing and stuff to do. So. I’m messaging Robert, and I want to get him to sort of guide you through how to do that on the product analytics side. And then

70 00:08:16.920 00:08:31.007 Uttam Kumaran: I kind of want you to take a crack on it for some of the other services. And then basically, like, I can fill in the gaps on the AI and the deeper data stuff that way. You have all the information like at your fingertips.

71 00:08:31.800 00:08:38.130 Uttam Kumaran: So let’s let’s like we’ll we’ll we’ll kind of like strategize on how to make that happen

72 00:08:38.855 00:08:41.029 Uttam Kumaran: in sales Channel this week.

73 00:08:41.039 00:08:44.089 Connor Fenn: One thing to note with this one is

74 00:08:44.289 00:08:49.529 Connor Fenn: I. I’m totally down to do that. But I just wanna feel really comfortable with this one, because.

75 00:08:49.779 00:08:52.599 Connor Fenn: like if I don’t, I’d rather have you on it just because.

76 00:08:52.600 00:08:55.740 Uttam Kumaran: No, that’s fine. There’s always we could always.

77 00:08:55.740 00:09:04.650 Connor Fenn: This. This is my reasoning, is he? So he started this company, but I believe I have to double check with him. But, like

78 00:09:04.760 00:09:10.670 Connor Fenn: I’m assuming this is how it is is he’s technically a part of a bigger company called Fintech.

79 00:09:10.930 00:09:16.279 Connor Fenn: which is like a massive horse E-com brand in in Europe.

80 00:09:16.380 00:09:23.310 Connor Fenn: And so I’m I’m I know he originally like founded that one, because I think it’s like his wife’s. Dad owns Fintech.

81 00:09:23.460 00:09:33.920 Connor Fenn: So I’m just curious about that, too, because if we can do something for this one, we might be able to get a weed into the bigger company, and they do an astronomical in revenue each year.

82 00:09:34.200 00:09:39.860 Uttam Kumaran: Okay, okay, cool. Then if it’s a little bit more strategic, then yeah. But again, I think it’s like.

83 00:09:40.350 00:09:41.040 Connor Fenn: Thumbs.

84 00:09:41.040 00:09:53.619 Uttam Kumaran: I think, also, even for conversations like that, we should have a sort of a playbook, because we’re, you know, there’s some times where we don’t really know what people need yet, or it’s kind of just like, let’s just chat. But we quickly want to just put them in a bucket, you know.

85 00:09:53.950 00:10:02.549 Connor Fenn: No, for sure. Birch tip we have a call set today. You’re planning to join that one right?

86 00:10:02.680 00:10:03.750 Uttam Kumaran: Yeah, I’ll be there.

87 00:10:04.450 00:10:09.769 Connor Fenn: Yeah, that should be an exciting one, because we might be able to build a pretty good partnership with that

88 00:10:11.515 00:10:12.710 Connor Fenn: sunrise.

89 00:10:13.550 00:10:17.130 Uttam Kumaran: Yeah, I’m talking to them on Friday.

90 00:10:19.180 00:10:20.910 Connor Fenn: Offices. That’s.

91 00:10:20.910 00:10:24.069 Uttam Kumaran: And yeah, that’s Robert.

92 00:10:24.630 00:10:27.329 Uttam Kumaran: I haven’t done anything for these top 2.

93 00:10:28.060 00:10:35.090 Connor Fenn: Okay, let’s put these, do you want to put these back into research Prequel? Or are they actually qualified.

94 00:10:36.062 00:10:40.190 Uttam Kumaran: Well, like I need to hit them up like

95 00:10:40.700 00:10:43.690 Uttam Kumaran: I need to hit Ben up, and I well, I guess, like

96 00:10:43.810 00:10:45.498 Uttam Kumaran: I don’t know? What do you think?

97 00:10:46.190 00:10:56.339 Connor Fenn: I don’t know. I haven’t really been messing around with the qualified qualified I just I I pretty much have been keeping mine in pre qual until I have a discovery. Call with them.

98 00:10:56.340 00:11:04.310 Uttam Kumaran: Oh, okay, then, let’s do that. Let’s move both of these back to there. My only ask is, if in the mornings, when we talk. We could just look through

99 00:11:04.450 00:11:07.770 Uttam Kumaran: anything there that we want to move in. Basically.

100 00:11:09.330 00:11:11.740 Connor Fenn: Yes, is.

101 00:11:11.910 00:11:14.115 Uttam Kumaran: I wouldn’t. I don’t have anything to move in.

102 00:11:14.790 00:11:26.731 Connor Fenn: No, me there. I’m waiting for a response on that marketing company. That you and I talked about out of your house still, Veyron. That’s the executive for

103 00:11:27.550 00:11:36.970 Connor Fenn: the Vc. Or lease buyback corporate real estate firm. I’m just gonna wait on that one until we finish the AI service

104 00:11:37.372 00:11:42.460 Connor Fenn: one paper or one pager, because I kind of wanna be able to talk about that with him.

105 00:11:44.840 00:11:49.789 Connor Fenn: These 2. I’m still figuring out the best way I can kind of bring this up to them.

106 00:11:49.900 00:11:53.970 Connor Fenn: And then, yeah, do you have anything on Vera biotech.

107 00:11:54.940 00:11:59.809 Uttam Kumaran: No, I don’t have anything on on any of these. I haven’t done anything yet since yesterday.

108 00:11:59.810 00:12:09.249 Connor Fenn: Then I added, a handful of those leads in here yesterday. I just I gotta make. I’m gonna follow up with them today. But I. I have been adding them as they come in from.

109 00:12:09.250 00:12:10.000 Uttam Kumaran: Okay.

110 00:12:10.480 00:12:11.579 Connor Fenn: The outbound.

111 00:12:12.080 00:12:16.380 Uttam Kumaran: Yeah, from the outbound channel. Yeah, I think the biggest thing we should think about is like, how can we?

112 00:12:16.480 00:12:19.570 Uttam Kumaran: I’m I’m excited for you to see the lead researcher Demo today.

113 00:12:19.800 00:12:23.140 Uttam Kumaran: Because I think for those outbound leads.

114 00:12:23.250 00:12:26.689 Uttam Kumaran: I want to just have the lead researcher automatically sort of like.

115 00:12:27.200 00:12:29.070 Uttam Kumaran: fill out a bunch of info

116 00:12:29.440 00:12:31.379 Uttam Kumaran: and also get you their email.

117 00:12:32.281 00:12:36.080 Uttam Kumaran: So we can talk about that with with Casey on the next call.

118 00:12:38.027 00:12:41.802 Uttam Kumaran: Yeah, I think. Can you go? Is there any

119 00:12:43.680 00:12:49.250 Uttam Kumaran: is? Can you do? Can you click on? Is there any views that are like more? If you click on 2 more on the right.

120 00:12:50.830 00:12:53.230 Uttam Kumaran: Can you go to progress?

121 00:13:00.320 00:13:01.886 Uttam Kumaran: Can we?

122 00:13:04.010 00:13:09.919 Uttam Kumaran: Okay, I don’t know. I’ll see like how we can do this. But basically, I think, if we go to all leads

123 00:13:12.580 00:13:15.160 Uttam Kumaran: we basically probably, I think in the last

124 00:13:15.260 00:13:19.010 Uttam Kumaran: 2 weeks have sent out the most proposals we’ve ever sent out?

125 00:13:19.864 00:13:25.820 Uttam Kumaran: So if you scroll all the way down to proposals, or is there? Yeah?

126 00:13:26.730 00:13:31.780 Uttam Kumaran: Well, if you if you click lo, load more some of these we send proposals, and then we

127 00:13:32.140 00:13:34.560 Uttam Kumaran: lost them. But I would say, overall

128 00:13:35.315 00:13:43.369 Uttam Kumaran: we’ve sent, probably like 5 or 6 proposals in the last 2 weeks, which is really really strong.

129 00:13:44.107 00:13:50.900 Uttam Kumaran: To give you a sense, everything like. We’ve only signed, probably

130 00:13:51.250 00:13:57.979 Uttam Kumaran: like 6 to 7 clients in our entire history, and we sent out

131 00:13:58.250 00:14:00.859 Uttam Kumaran: like 5 or 6 proposals just now.

132 00:14:01.825 00:14:02.530 Uttam Kumaran: Someone.

133 00:14:03.110 00:14:05.278 Uttam Kumaran: I was on the phone with a friend. And

134 00:14:06.030 00:14:17.010 Uttam Kumaran: just talking about how stuff is going. And yeah, kind of got reminded that like, yeah, we’re making really, really good progress. I think, even for a lot of these that are lost. That’s fine. Like, look, we’re gonna we’re not gonna have.

135 00:14:17.530 00:14:26.220 Uttam Kumaran: We’re gonna start to look longer term at our close rate. And also look at the reasonings that the lost reasoning, and then also understand, like, basically what happened.

136 00:14:28.000 00:14:34.580 Uttam Kumaran: But I’m like, I’m excited to that. We’re we’re making like this much progress.

137 00:14:35.560 00:14:36.360 Connor Fenn: Oh, yeah.

138 00:14:39.540 00:14:40.230 Uttam Kumaran: Cool.

139 00:14:40.820 00:14:44.532 Uttam Kumaran: Okay, that’s all I had, I guess. We have a we have the

140 00:14:45.350 00:14:49.300 Uttam Kumaran: the lead agent feedback meeting later. So I’ll talk to you guys. Then.

141 00:14:50.810 00:14:51.289 Connor Fenn: See you guys.

142 00:14:51.290 00:14:52.839 Uttam Kumaran: Okay, thanks guys.

143 00:14:53.320 00:14:53.890 Miguel de Veyra: Yes.