Meeting Title: Daily Sales Sync Date: 2025-01-14 Meeting participants: Nicolas Sucari, Robert Tseng, Miguel De Veyra, Connor Fenn
WEBVTT
1 00:00:28.500 ⇒ 00:00:29.560 Robert Tseng: Hey, guys.
2 00:00:30.720 ⇒ 00:00:31.370 Connor Fenn: Hey!
3 00:00:32.369 ⇒ 00:00:33.209 Nicolas Sucari: Hey, guys.
4 00:00:34.700 ⇒ 00:00:37.370 Connor Fenn: Sorry. The design meeting went a little long.
5 00:00:39.520 ⇒ 00:00:43.160 Robert Tseng: No worries is your time gonna join, or is just just us.
6 00:00:45.010 ⇒ 00:00:48.649 Connor Fenn: He didn’t mention it, I would assume so I’m not sure.
7 00:00:49.300 ⇒ 00:00:49.960 Robert Tseng: Bye.
8 00:00:57.360 ⇒ 00:01:01.450 Robert Tseng: Honor, you want to pull up the the lead list. We’ll just. We’ll just start, start, get started.
9 00:01:14.730 ⇒ 00:01:18.410 Connor Fenn: Alright start down here.
10 00:01:18.930 ⇒ 00:01:36.700 Connor Fenn: Yeah, I sent a proposal for Tsib for an AI solution. More on the just outbound email. Engage engagement portion, not necessarily getting the weeds. So we’ll see how that one goes. It’s an insurance company.
11 00:01:38.230 ⇒ 00:01:43.836 Robert Tseng: This is one of your personal contacts insurance company. You at basically selling Erickson service.
12 00:01:44.440 ⇒ 00:01:48.730 Connor Fenn: Yeah, it’s actually the same insurance broker that does brain forges insurance.
13 00:01:49.540 ⇒ 00:01:51.770 Connor Fenn: Oh, no way. Okay, okay.
14 00:01:51.990 ⇒ 00:01:54.880 Connor Fenn: It’s Ian. I don’t know who met him. It’s Ian.
15 00:01:55.320 ⇒ 00:01:56.050 Robert Tseng: Okay.
16 00:01:58.170 ⇒ 00:02:01.329 Connor Fenn: And then what do you have for? Ergo.
17 00:02:02.521 ⇒ 00:02:11.130 Robert Tseng: I followed up with them about like the reduced rate. I don’t think they got back to me, but I’ll I’ll I’ll send another message.
18 00:02:11.680 ⇒ 00:02:13.270 Connor Fenn: Okay, yeah.
19 00:02:13.832 ⇒ 00:02:19.200 Connor Fenn: Stack. What’s we won signing.
20 00:02:19.710 ⇒ 00:02:21.109 Robert Tseng: Signing. Yeah.
21 00:02:22.220 ⇒ 00:02:22.870 Connor Fenn: Okay.
22 00:02:24.030 ⇒ 00:02:24.760 Connor Fenn: Cool
23 00:02:28.870 ⇒ 00:02:30.130 Connor Fenn: urban stems.
24 00:02:32.275 ⇒ 00:02:39.660 Robert Tseng: We, we have a call with them at noon today. I want, I want to prep that Witham. But because basically, they’re
25 00:02:39.970 ⇒ 00:02:48.230 Robert Tseng: we’re like in this bidding process. They said that they’re choosing between us and another firm. So we want to figure out like which we want to figure out how to win that one.
26 00:02:49.090 ⇒ 00:02:49.670 Connor Fenn: Okay,
27 00:02:52.980 ⇒ 00:02:57.260 Connor Fenn: If you guys just want a 3rd opinion, let me know. Happy to just sit in.
28 00:02:57.640 ⇒ 00:02:58.106 Connor Fenn: Okay.
29 00:02:59.040 ⇒ 00:02:59.660 Robert Tseng: Yeah.
30 00:03:00.310 ⇒ 00:03:01.930 Connor Fenn: What time did he join?
31 00:03:02.540 ⇒ 00:03:06.139 Connor Fenn: No, do you know where we are? With wearable.
32 00:03:07.292 ⇒ 00:03:15.469 Robert Tseng: I mean. He sent a proposal already to them. I don’t know. I mean he didn’t tell me that they hadn’t gotten back to him yet, so.
33 00:03:17.630 ⇒ 00:03:18.230 Connor Fenn: Okay.
34 00:03:18.950 ⇒ 00:03:24.580 Connor Fenn: I sent out the proposal to cbre last week.
35 00:03:25.418 ⇒ 00:03:37.069 Connor Fenn: And then I gave them a call yesterday to follow up originally the plan. From last I heard from Brian. He was wanted to follow up mid mid this week.
36 00:03:37.752 ⇒ 00:03:45.320 Connor Fenn: So what do you think I should do? Should I try to call him again today to see if he has time to meet or just hold off until they respond again.
37 00:03:46.270 ⇒ 00:03:47.220 Robert Tseng: Cause. I already.
38 00:03:47.260 ⇒ 00:03:50.250 Connor Fenn: Email. I sent an email last week asking
39 00:03:51.170 ⇒ 00:03:57.939 Connor Fenn: if either Tuesday or Wednesday worked at like whatever time. And then I tried calling yesterday, and still nothing.
40 00:03:58.680 ⇒ 00:03:59.780 Robert Tseng: Really okay.
41 00:04:00.140 ⇒ 00:04:10.779 Robert Tseng: Yeah, I mean, I would say, let’s just let’s just call him again. I mean, he already agreed to do a follow up call. So I kind of more just like we’ll keep following up until he tells to stop. So.
42 00:04:12.010 ⇒ 00:04:13.180 Connor Fenn: Sure. Sure.
43 00:04:13.894 ⇒ 00:04:20.970 Connor Fenn: Veyron, I pretty much created the full proposal yesterday. I got a.
44 00:04:20.970 ⇒ 00:04:24.890 Robert Tseng: This is the real estate. Similar kind of.
45 00:04:24.890 ⇒ 00:04:25.270 Connor Fenn: If you.
46 00:04:25.270 ⇒ 00:04:26.480 Robert Tseng: Service to Cdru.
47 00:04:26.480 ⇒ 00:04:27.460 Connor Fenn: You.
48 00:04:29.010 ⇒ 00:04:41.596 Connor Fenn: basically, majority of their business is lease backs where they help take debt away from companies by buying their buildings to take it off their books, and then they lease them back
49 00:04:42.310 ⇒ 00:04:45.330 Connor Fenn: to those companies at like a rate
50 00:04:45.789 ⇒ 00:05:01.250 Connor Fenn: that’s like they’re pretty much their like main business line. And so we’re getting them with, like the same thing, the full scope lead generation process. So everything from finding the the specific leads all the way to engaging them out.
51 00:05:03.140 ⇒ 00:05:08.110 Robert Tseng: Cool. Yeah, I know that. I know you sent a couple. You did. You hop on a call with them already? I’m sorry if I missed that.
52 00:05:08.110 ⇒ 00:05:12.859 Connor Fenn: Yeah, yeah, yeah. So the next step here.
53 00:05:14.070 ⇒ 00:05:17.140 Connor Fenn: I I’m just I created the proposal. I just gotta send it out.
54 00:05:17.780 ⇒ 00:05:18.470 Robert Tseng: Okay.
55 00:05:20.950 ⇒ 00:05:22.760 Connor Fenn: ABC. Home.
56 00:05:23.870 ⇒ 00:05:24.500 Connor Fenn: Oh, that’s.
57 00:05:24.500 ⇒ 00:05:30.010 Robert Tseng: I don’t know. I feel like we’ve done so many Demos here. Maybe, Miguel, would you have any more context on that one.
58 00:05:30.370 ⇒ 00:05:32.530 Miguel de Veyra: Yeah, basically, I think we just
59 00:05:32.920 ⇒ 00:05:35.430 Miguel de Veyra: we already sent them. I think the proposal
60 00:05:36.800 ⇒ 00:05:43.180 Miguel de Veyra: for that. And then I think autumn is negotiating about the rates for the 2 bots that will create for them.
61 00:05:44.320 ⇒ 00:05:46.079 Miguel de Veyra: Beyond that I don’t have any idea.
62 00:05:47.290 ⇒ 00:06:00.483 Robert Tseng: Yeah, I mean, it looks like the last demo was last Thursday, and then we have. We’ve already sent out a proposal since then, so maybe we’ll we’ll make a note on this, the status for
63 00:06:02.930 ⇒ 00:06:05.629 Robert Tseng: yeah. It was time to follow up on the proposal.
64 00:06:13.000 ⇒ 00:06:19.649 Connor Fenn: Hey, birch tips I have a demo with them tomorrow, or is that today?
65 00:06:20.340 ⇒ 00:06:30.510 Connor Fenn: Tomorrow they’re kind of a unique situation because they’re the like Private Equity Company. So
66 00:06:30.740 ⇒ 00:06:45.000 Connor Fenn: they want to kind of know all of our services, so they can kind of keep that in mind. For all of the businesses that they own. But we’re doing a demo tomorrow on most of just the AI kind of Demo dashboard we have.
67 00:06:46.510 ⇒ 00:06:47.250 Robert Tseng: Okay.
68 00:06:47.580 ⇒ 00:06:55.410 Connor Fenn: For a couple of internal tools for some of their businesses, and then, yeah televiro.
69 00:06:57.760 ⇒ 00:07:01.303 Miguel de Veyra: Yeah for televero, it’d be, it’s basically
70 00:07:02.140 ⇒ 00:07:04.569 Miguel de Veyra: basically, we’re creating a demo for them.
71 00:07:06.140 ⇒ 00:07:10.859 Miguel de Veyra: And yeah, I think that’s pretty much it. The meeting is on Thursday, I believe.
72 00:07:11.270 ⇒ 00:07:13.610 Connor Fenn: Okay, so there is a demo scheduled. Okay?
73 00:07:13.760 ⇒ 00:07:14.410 Miguel de Veyra: That’s why I’m wrong.
74 00:07:14.410 ⇒ 00:07:16.540 Robert Tseng: Okay, let’s put Thursday for the next meeting.
75 00:07:30.680 ⇒ 00:07:33.980 Connor Fenn: Ct, tech, cta, tech.
76 00:07:34.460 ⇒ 00:07:45.709 Robert Tseng: That’s just like a conference contact with Tom’s. I don’t know if he’s he’s really followed up yet. That was yeah. So I mean, I guess it says he’s gonna reach it back out on the 16.th But yeah, I think
77 00:07:45.920 ⇒ 00:07:46.510 Robert Tseng: there.
78 00:07:46.510 ⇒ 00:07:57.740 Connor Fenn: I have that discovery call later on. Today, at one o’clock. So we’ll see how that one goes. It’s a Ecom horse Comp horse equipment, company.
79 00:07:58.920 ⇒ 00:08:04.180 Connor Fenn: sunrise, anything from anybody.
80 00:08:05.200 ⇒ 00:08:09.620 Robert Tseng: Sunrise also, who Tom’s personal contact, and I don’t think they’ve set up a call yet.
81 00:08:10.050 ⇒ 00:08:14.249 Connor Fenn: Okay? And then how’s the law offices of Daniel Kim going.
82 00:08:14.830 ⇒ 00:08:26.180 Robert Tseng: Yeah. So I called him yesterday. I don’t think I got the right stakeholder. So I’m gonna try another try. Another guy that I connected with on Linkedin through them. So
83 00:08:26.360 ⇒ 00:08:30.880 Robert Tseng: no, we’ll see. I think I’m just gonna cold call. Okay, we’ll go ahead.
84 00:08:30.880 ⇒ 00:08:34.460 Connor Fenn: And we’ve got, or do you want it? Still in qualification.
85 00:08:35.183 ⇒ 00:08:37.750 Robert Tseng: Yeah, we can put in. We can put in Pre call.
86 00:08:42.030 ⇒ 00:08:48.210 Connor Fenn: Alrighty, that’s all we got, unless you want to go through some of these, I did add.
87 00:08:48.610 ⇒ 00:08:54.270 Connor Fenn: I’ve added a handful of just like new leads as they’ve come in that I’ve reached out to.
88 00:08:55.120 ⇒ 00:09:01.590 Robert Tseng: Well, let’s let’s just like briefly chat through them, and if anything sticks out to you as like something you you wanted to.
89 00:09:04.190 ⇒ 00:09:06.669 Connor Fenn: No, most of these were just like
90 00:09:07.570 ⇒ 00:09:19.547 Connor Fenn: they. They came through our they were looking at like our website or whatnot. So I just like tried to reach out. Engage them in some way. The 2 at the bottom are
91 00:09:20.420 ⇒ 00:09:24.070 Connor Fenn: just the law firms. I was talking to Pius about
92 00:09:26.720 ⇒ 00:09:38.200 Connor Fenn: So we’re gonna see what happens there. He’s gonna reach out. One is a friend, and one of them is his girlfriend. And then Utam and I collaborated on this for Utam’s Linkedin.
93 00:09:38.550 ⇒ 00:09:39.409 Connor Fenn: so we’ll say.
94 00:09:39.410 ⇒ 00:09:40.090 Robert Tseng: Got it.
95 00:09:40.710 ⇒ 00:09:57.670 Robert Tseng: Yeah, I think we should make draw a distinction of like what happened, because I feel like new leads and prequal like they seem kind of blurry to me, so I guess maybe new leads if we are, if we take the 1st move, still remains in lead. But if there’s a connection or some response. Then maybe we move them into prequel. That is how I’m thinking.
96 00:09:57.670 ⇒ 00:10:02.759 Connor Fenn: Yeah, that’s kind of what I was doing. Like all these. I haven’t like heard from them at all.
97 00:10:02.760 ⇒ 00:10:03.200 Robert Tseng: Okay.
98 00:10:03.580 ⇒ 00:10:09.289 Connor Fenn: Had any like real engagement interaction with them. And then these are more like
99 00:10:10.110 ⇒ 00:10:12.510 Connor Fenn: we’ve spoken to them in some aspect.
100 00:10:13.400 ⇒ 00:10:21.735 Robert Tseng: Cool, and then you’re also working on the like sales. Not sales like the
101 00:10:23.560 ⇒ 00:10:32.510 Robert Tseng: the the for for Ericsson. Kind of like the the real estate industry kind of campaign stuff.
102 00:10:32.880 ⇒ 00:10:39.180 Connor Fenn: Yeah. Oh, yeah, like to set up a new one for an email campaign on my agenda for today. That’s what I’m gonna
103 00:10:40.760 ⇒ 00:10:46.779 Connor Fenn: like, finalized. So maybe we can start that next week or something. I don’t know how long that process takes, but.
104 00:10:47.420 ⇒ 00:11:00.861 Robert Tseng: Yeah, I mean, I think typically Ericsson asked, like 2 days to turn around like, you can see, he’s he’s been asking some questions on the law stuff so hopefully, that’ll be set up by tomorrow, and then I’m sure you can take on another one if whenever you’re ready.
105 00:11:01.980 ⇒ 00:11:02.880 Connor Fenn: Okay, cool.
106 00:11:06.220 ⇒ 00:11:07.870 Connor Fenn: alrighty guys, that’s all I have.
107 00:11:08.350 ⇒ 00:11:23.450 Nicolas Sucari: Yeah, just one question about stack plates. Robert, do you want to start to prepare anything in notion or anything for the client, or let me know when we do want to meet, in order to start talking about, to prepare everything we can start working.
108 00:11:24.689 ⇒ 00:11:29.720 Robert Tseng: I don’t think we need yet. I don’t think nothing’s been signed. So I don’t want us to.
109 00:11:29.720 ⇒ 00:11:38.800 Robert Tseng: Yeah, yeah, yeah. Otherwise it’d be like Midy last time, said they were moving forward.
110 00:11:38.950 ⇒ 00:11:41.340 Robert Tseng: Yeah, okay.
111 00:11:41.340 ⇒ 00:11:41.920 Nicolas Sucari: Okay.
112 00:11:42.670 ⇒ 00:11:43.613 Robert Tseng: Alright. See? You guys.
113 00:11:44.990 ⇒ 00:11:46.040 Nicolas Sucari: You guys, bye-bye.
114 00:11:46.910 ⇒ 00:11:47.436 Connor Fenn: See ya.