Meeting Title: Brainforge Onboarding and Hubspot Setup Date: 2025-06-25 Meeting participants: Elissa Mae Cid, Robert Tseng
WEBVTT
1 00:03:31.710 ⇒ 00:03:33.200 Elissa Mae Cid: Good morning!
2 00:03:34.630 ⇒ 00:03:35.450 Robert Tseng: Hey, Sid.
3 00:03:36.180 ⇒ 00:03:37.290 Elissa Mae Cid: Whoa!
4 00:03:42.370 ⇒ 00:03:46.439 Robert Tseng: Sorry. I’m just input message, I’m here. Okay.
5 00:03:50.420 ⇒ 00:03:52.969 Robert Tseng: how’s the 1st day.
6 00:03:55.530 ⇒ 00:03:58.204 Elissa Mae Cid: It’s good. I was able to
7 00:03:58.970 ⇒ 00:04:14.359 Elissa Mae Cid: have access to almost all of the systems that we that you guys invited me to. I also familiar. Familiarize the slack channels because it’s I’ve ever I’m familiar with Slack, but it’s really my 1st time to use slack. So I think it’s
8 00:04:14.560 ⇒ 00:04:17.380 Elissa Mae Cid: quite the same with discord. I’m not sure.
9 00:04:17.380 ⇒ 00:04:21.187 Robert Tseng: Yeah, I prefer discord to be honest. But yeah.
10 00:04:22.100 ⇒ 00:04:24.190 Elissa Mae Cid: Yeah, I use this corridows
11 00:04:24.440 ⇒ 00:04:41.699 Elissa Mae Cid: when I used to play steam and games, but it was before. And then and I also look at the notion. From the Hr. To all of the pages that you have there. So
12 00:04:42.470 ⇒ 00:04:43.420 Elissa Mae Cid: yeah.
13 00:04:43.560 ⇒ 00:05:03.459 Elissa Mae Cid: just familiarize notion and slack mostly, and other systems that we have in terms of questions I don’t have yet, but I did reread and familiarize myself with the pages found in leads and sales, page and notion.
14 00:05:04.380 ⇒ 00:05:05.080 Robert Tseng: Okay.
15 00:05:05.430 ⇒ 00:05:06.020 Elissa Mae Cid: Why?
16 00:05:07.112 ⇒ 00:05:10.410 Robert Tseng: I’ll show you a couple of things. So
17 00:05:11.570 ⇒ 00:05:13.519 Robert Tseng: let me just share my screen
18 00:05:15.730 ⇒ 00:05:19.820 Robert Tseng: so something that you can probably have access to as well.
19 00:05:20.340 ⇒ 00:05:21.580 Robert Tseng: Oh, huh!
20 00:05:22.880 ⇒ 00:05:24.680 Robert Tseng: It was for.
21 00:05:26.840 ⇒ 00:05:27.740 Robert Tseng: And
22 00:05:35.050 ⇒ 00:05:39.239 Robert Tseng: yeah, so I think you should be able to. This is our kind of like internal kind of
23 00:05:39.750 ⇒ 00:05:41.520 Robert Tseng: tools, I guess. So you can.
24 00:05:41.810 ⇒ 00:05:44.469 Robert Tseng: You know, we we had our stand up.
25 00:05:44.680 ⇒ 00:05:47.089 Robert Tseng: Let’s say, I don’t know.
26 00:05:51.810 ⇒ 00:05:53.320 Robert Tseng: Oh, huh!
27 00:05:54.470 ⇒ 00:05:55.900 Robert Tseng: Something.
28 00:05:56.910 ⇒ 00:05:58.600 Robert Tseng: Was it this one?
29 00:06:00.228 ⇒ 00:06:02.619 Robert Tseng: Oh, right. Okay, there we go.
30 00:06:03.830 ⇒ 00:06:14.880 Robert Tseng: Yeah, so you’d be able to come into here. We have the zoom, like every all of our meetings are more or less recorded, so you can come here. You can get the transcripts full. Transcripts are here.
31 00:06:15.240 ⇒ 00:06:22.619 Robert Tseng: You can chat with the meeting as well, so you can be like, oh, you know, what did we talk about?
32 00:06:22.770 ⇒ 00:06:30.990 Robert Tseng: What are, what are the action items we discuss?
33 00:06:31.460 ⇒ 00:06:32.660 Robert Tseng: Or
34 00:06:47.510 ⇒ 00:06:52.900 Robert Tseng: takes a bit to load. I mean, this basically just hits chat, Gpt in the background. And then,
35 00:06:53.670 ⇒ 00:06:55.420 Robert Tseng: yeah, I could give you just like
36 00:06:55.650 ⇒ 00:07:02.599 Robert Tseng: you can summarize kind of what’s going on. From the Transcript to kind of help you review any meetings that you’re in.
37 00:07:04.430 ⇒ 00:07:11.319 Robert Tseng: linear tickets. You don’t really need right now, because that’s more just that puts it into our project management system.
38 00:07:11.530 ⇒ 00:07:26.089 Robert Tseng: But and then email summaries like, I don’t know, we’re not really. We’re not really there yet. So that’s something that the team is working on. So just showing that as a tool. So that next time you’re in calls with people, if you kind of forget what’s going on, or if you just want to revisit like meeting notes, it’s like pretty.
39 00:07:26.090 ⇒ 00:07:26.440 Elissa Mae Cid: Is.
40 00:07:26.440 ⇒ 00:07:28.340 Robert Tseng: Easy to kind of come back into this.
41 00:07:28.733 ⇒ 00:07:41.399 Robert Tseng: Personally, I just take the transcript, and sometimes I just dump it into chat, gpt myself, and then I’ll just like talk to it from there. But if you find it easier to just have it all in one place, and this is this is. This could be helpful.
42 00:07:42.100 ⇒ 00:07:42.900 Elissa Mae Cid: Okay.
43 00:07:43.570 ⇒ 00:07:44.180 Robert Tseng: Yeah.
44 00:07:44.866 ⇒ 00:08:08.410 Robert Tseng: especially since you’ll be doing kind of like, you know, message drafting and stuff and taking kind of action items from meetings, and trying to, you know, turn them into follow up messages. I think this will I mean I I don’t. I don’t even know how you would do it without this. So like, I think this is, gonna be very important for you to be able to get access to all the transcripts and be able to to kind of create summaries.
45 00:08:13.450 ⇒ 00:08:20.859 Robert Tseng: Yeah, so cool. So I think that’s 1 thing that we also need to get you access to. This is kind of our demo environment. I think.
46 00:08:22.220 ⇒ 00:08:29.690 Robert Tseng: yeah. So I think we’ve we’ve done like, I think you can log. I think you can log in with just a great force email. Not sure like
47 00:08:29.880 ⇒ 00:08:35.880 Robert Tseng: I haven’t logged in with yours, but it works for mine. So if it doesn’t work for you, then we’ll just have the AI team. Set that up for you.
48 00:08:37.200 ⇒ 00:08:40.170 Elissa Mae Cid: What system is this? Again, Robert.
49 00:08:40.789 ⇒ 00:08:47.519 Robert Tseng: This is just like a internal tool we’ve built. So this is like our own kind of like, it’s just demo dot brainforce. AI, so
50 00:08:49.940 ⇒ 00:08:54.759 Robert Tseng: yeah, like, this isn’t any like tool, like we, we built this internally for ourselves.
51 00:08:56.370 ⇒ 00:08:57.240 Elissa Mae Cid: Cool.
52 00:08:57.570 ⇒ 00:08:58.150 Robert Tseng: Yeah.
53 00:09:05.890 ⇒ 00:09:08.218 Robert Tseng: okay, so that’s that,
54 00:09:09.180 ⇒ 00:09:13.670 Robert Tseng: And then, yeah, I guess, have you gotten a chance to look at Hubspot yet?
55 00:09:15.480 ⇒ 00:09:16.909 Elissa Mae Cid: They don’t have access yet.
56 00:09:17.150 ⇒ 00:09:18.010 Robert Tseng: Oh! Still.
57 00:09:18.740 ⇒ 00:09:19.375 Elissa Mae Cid: Yes.
58 00:09:35.590 ⇒ 00:09:38.899 Robert Tseng: Okay. So if you go into
59 00:09:46.200 ⇒ 00:09:47.629 Robert Tseng: let me share my screen.
60 00:09:51.510 ⇒ 00:09:58.029 Robert Tseng: So we’re just talking about Brainforge. You don’t have all of these different things. But you should have brain forge sales.
61 00:09:58.500 ⇒ 00:10:04.409 Robert Tseng: and then within Brainforge sales you should have Hubspot. So this is kind of how we share logins with everybody
62 00:10:04.530 ⇒ 00:10:05.530 Robert Tseng: this point.
63 00:10:07.320 ⇒ 00:10:14.380 Robert Tseng: so I’m seeing this is in yeah. So sales and reinforce AI. So you should be able to log in Hubspot off of this.
64 00:10:15.080 ⇒ 00:10:16.070 Elissa Mae Cid: Okay.
65 00:10:21.180 ⇒ 00:10:23.519 Robert Tseng: And I’ll just double check. Make sure it works.
66 00:10:31.930 ⇒ 00:10:34.379 Robert Tseng: Here. We sign in with the password instead.
67 00:10:39.330 ⇒ 00:10:46.870 Robert Tseng: Oh, I see you may not be able, it may not work for you.
68 00:11:05.530 ⇒ 00:11:08.049 Robert Tseng: wow! This is quite heavy weight.
69 00:11:09.430 ⇒ 00:11:10.629 Robert Tseng: What is their name?
70 00:11:12.320 ⇒ 00:11:15.079 Robert Tseng: Okay, so we should be here in Hubspot. Now.
71 00:11:15.400 ⇒ 00:11:21.099 Robert Tseng: yeah, I’ll let you go and try to do that login process. If anything, we need to add your
72 00:11:21.590 ⇒ 00:11:26.049 Robert Tseng: email to the sales upgrade board as well. So maybe I’ll just make a note.
73 00:11:26.790 ⇒ 00:11:27.510 Elissa Mae Cid: Okay.
74 00:11:51.020 ⇒ 00:12:02.950 Robert Tseng: Okay, but we’ll just walk through Hubspot together a bit on this on this call. Then then you can kind of jump in and do your own thing. So this is really just like my second time logging into this. I don’t really know what people have set up here.
75 00:12:03.470 ⇒ 00:12:14.420 Robert Tseng: so we’ll find out. So I think we have our contacts. Yeah, I think some of these contacts are lists that are pulled in from hey reach which I can also just do some walkthrough on that.
76 00:12:14.760 ⇒ 00:12:16.210 Robert Tseng: Hey? Reach?
77 00:12:16.860 ⇒ 00:12:19.190 Robert Tseng: We’re not here. Reach play.
78 00:12:20.370 ⇒ 00:12:23.899 Robert Tseng: Oh, that’s not what I want that.
79 00:12:29.940 ⇒ 00:12:31.740 Robert Tseng: So Clay.
80 00:12:33.650 ⇒ 00:12:34.320 Robert Tseng: Oh,
81 00:12:44.890 ⇒ 00:12:47.409 Robert Tseng: great. Okay. So I’m into clay.
82 00:12:50.500 ⇒ 00:12:53.070 Robert Tseng: So I mean, this needs to be cleaned up.
83 00:12:53.570 ⇒ 00:12:54.240 Robert Tseng: But
84 00:12:59.080 ⇒ 00:13:07.789 Robert Tseng: let’s just use this one. This list. I’d asked the company to build, or I may ask the team to build yesterday. So I basically had sent a link
85 00:13:08.010 ⇒ 00:13:14.760 Robert Tseng: that was like, we went to sales. Jtm, AI.
86 00:13:15.010 ⇒ 00:13:21.660 Robert Tseng: I told Ryan. Hey? I want to go after every company in this list. Let me build a lead list with 1, 2, 1, 2 decision makers.
87 00:13:21.930 ⇒ 00:13:24.409 Robert Tseng: and he says he’s done.
88 00:13:24.510 ⇒ 00:13:28.140 Robert Tseng: He opened up this workspace pretty sure that workbook is here.
89 00:13:28.610 ⇒ 00:13:36.129 Robert Tseng: So now I would look at this. Okay, we have company. We have company link and then within the companies themselves he’s also pulled the people.
90 00:13:36.230 ⇒ 00:13:39.909 Robert Tseng: So there’s about a hundred, 23 people on this list, which is great.
91 00:13:40.460 ⇒ 00:13:47.339 Robert Tseng: I I kind of just look through it. Make sure that it just passes the eye. Test things that like, okay, well, Israel.
92 00:13:47.580 ⇒ 00:13:54.129 Robert Tseng: I’m probably not gonna reach out to anybody that’s not in the Us. But I can filter that out later. So that’s not a problem.
93 00:13:55.470 ⇒ 00:13:58.980 Robert Tseng: I think we get their emails as well. And then.
94 00:13:59.270 ⇒ 00:14:02.520 Robert Tseng: yeah, I think I don’t know what else he set up here. Yeah, I think that’s it.
95 00:14:02.940 ⇒ 00:14:09.099 Robert Tseng: So it’s great. It’s like, okay. Now, I have this campaign. I’m not gonna do an email campaign first.st I probably will just set up
96 00:14:10.990 ⇒ 00:14:15.729 Robert Tseng: just wanna make sure that this this actually make it into Hubspot. Let’s see.
97 00:14:20.880 ⇒ 00:14:22.030 Robert Tseng: bye.
98 00:14:23.790 ⇒ 00:14:27.370 Robert Tseng: In fact, let’s just pick one basin.
99 00:14:29.110 ⇒ 00:14:30.349 Robert Tseng: Oh, let me look
100 00:14:31.560 ⇒ 00:14:44.701 Robert Tseng: okay. So no, this didn’t actually make it to play, or this didn’t actually go from play to hubspot. So I think the team needs to push this into Hubspot. But we’ll just take somebody who we actually have.
101 00:14:45.590 ⇒ 00:14:47.060 Robert Tseng: I’ll just pick this person.
102 00:14:50.270 ⇒ 00:14:56.379 Robert Tseng: So, oh, okay, a lot of this is just shop. Okay? Well.
103 00:14:56.670 ⇒ 00:15:05.519 Robert Tseng: yeah, these are just like inbound emails. We get into our accounts. So maybe somebody has kind of like shared. It’s like, kind of this is a cold email that was sent to you, Tom, again.
104 00:15:05.930 ⇒ 00:15:07.709 Robert Tseng: It’s probably not the best example.
105 00:15:08.340 ⇒ 00:15:11.760 Robert Tseng: Let me see if I can recognize anybody here.
106 00:15:13.200 ⇒ 00:15:19.020 Robert Tseng: Yeah, so clearly, like, we don’t really have good views of all this stuff like, I don’t know like
107 00:15:19.830 ⇒ 00:15:32.229 Robert Tseng: this is just pretty noisy. There’s like 5,000 people in here. A lot of this is probably random, cold email, like, I don’t know, like mother, mother, Doc is not a company we’ve ever targeted. They’re probably trying to sell us something. So
108 00:15:32.701 ⇒ 00:15:40.330 Robert Tseng: yeah, it’s like we need to go and like, figure out how to filter out for the ones that we actually interested in
109 00:15:43.280 ⇒ 00:15:45.240 Robert Tseng: companies themselves.
110 00:15:46.210 ⇒ 00:15:48.760 Robert Tseng: This will be interesting.
111 00:15:53.090 ⇒ 00:15:58.559 Robert Tseng: Oh, okay, I’ll pick that one oops. Where did I go?
112 00:16:00.390 ⇒ 00:16:03.490 Robert Tseng: Companies which go? Read me
113 00:16:08.150 ⇒ 00:16:11.920 Robert Tseng: notes, emails?
114 00:16:31.050 ⇒ 00:16:33.940 Robert Tseng: this is interesting.
115 00:16:40.380 ⇒ 00:16:45.139 Robert Tseng: Well, all of our communication with readme is on slack. None of it shows up here. So
116 00:16:45.570 ⇒ 00:16:50.009 Robert Tseng: I think this is something I need to. I’m gonna ask about now that we’re in here.
117 00:16:53.760 ⇒ 00:16:56.830 Robert Tseng: Okay, so
118 00:17:13.339 ⇒ 00:17:16.300 Robert Tseng: the Comms are all in slack.
119 00:17:16.569 ⇒ 00:17:21.420 Robert Tseng: The last meeting in Hubspot.
120 00:17:21.700 ⇒ 00:17:30.790 Robert Tseng: That’s fine, because it’s already a live opportunity. But trying to walk
121 00:17:34.580 ⇒ 00:17:38.140 Robert Tseng: through Hubspot, I mean.
122 00:17:46.800 ⇒ 00:17:48.490 Robert Tseng: let’s different.
123 00:17:53.380 ⇒ 00:17:57.540 Robert Tseng: Okay. So this is also not a a great one. I mean this, this.
124 00:17:57.680 ⇒ 00:18:06.930 Robert Tseng: it’s fine, because it’s already a live client. But yeah, I mean, these are. This is should be a live client. So we we should. We should just be in a by company view. So
125 00:18:08.390 ⇒ 00:18:12.340 Robert Tseng: yeah, I think we’re just missing some views here we should definitely have one for
126 00:18:13.270 ⇒ 00:18:17.930 Robert Tseng: existing clients. We should have one for all the leads that are currently in pipeline.
127 00:18:17.930 ⇒ 00:18:18.430 Elissa Mae Cid: Emily.
128 00:18:18.430 ⇒ 00:18:24.400 Robert Tseng: We don’t, we can just. I feel like we should still start from here making sure that all of these folks are tracked in Hubspot.
129 00:18:25.620 ⇒ 00:18:26.140 Elissa Mae Cid: Yep.
130 00:18:26.760 ⇒ 00:18:35.029 Robert Tseng: Yeah, there’s like 14 companies here, so you could kind of come in here. Set up that lead list. You know. Also pull in like our active.
131 00:18:35.150 ⇒ 00:18:41.169 Robert Tseng: active companies, and then give me something to review. So I could see if our activities are actually being tracked.
132 00:18:41.340 ⇒ 00:18:43.269 Robert Tseng: I think that’d be helpful.
133 00:18:43.560 ⇒ 00:18:47.509 Robert Tseng: And then I think my other message to Ryan is like.
134 00:18:49.130 ⇒ 00:18:56.610 Robert Tseng: great can we push this into Hubspot and all
135 00:18:58.510 ⇒ 00:19:03.130 Robert Tseng: run the hate reach campaigns, target their linkedin.
136 00:19:09.100 ⇒ 00:19:14.479 Robert Tseng: Yeah. So I’ll I would say other things
137 00:19:15.930 ⇒ 00:19:24.850 Robert Tseng: I don’t think we have any automation set up right now, like the form submissions, relevant apps.
138 00:19:25.080 ⇒ 00:19:27.389 Robert Tseng: Yeah, there’s 0 things here.
139 00:19:28.010 ⇒ 00:19:29.600 Robert Tseng: Workflows.
140 00:19:30.820 ⇒ 00:19:33.670 Robert Tseng: We don’t have anything that’s on right now.
141 00:19:37.140 ⇒ 00:19:42.140 Robert Tseng: Commerce service, not necessary sales. What is this? Sales workspace?
142 00:19:46.690 ⇒ 00:19:50.530 Robert Tseng: Yeah, I guess we could think about sequences here.
143 00:19:51.620 ⇒ 00:19:57.100 Robert Tseng: So okay, yeah, email sequences. You can set that up here.
144 00:19:57.380 ⇒ 00:19:59.199 Robert Tseng: Maybe we just do.
145 00:20:00.740 ⇒ 00:20:02.430 Robert Tseng: I don’t know. Test.
146 00:20:04.510 ⇒ 00:20:08.590 Robert Tseng: That’s else.
147 00:20:25.720 ⇒ 00:20:27.190 Robert Tseng: send an email
148 00:20:34.850 ⇒ 00:20:46.030 Robert Tseng: sequence window automate sequence. Yeah, okay.
149 00:20:52.570 ⇒ 00:20:54.410 Robert Tseng: can I save this?
150 00:20:55.430 ⇒ 00:20:59.830 Robert Tseng: Add at least one task step to save the sequence.
151 00:21:07.000 ⇒ 00:21:10.410 Robert Tseng: email, general task.
152 00:21:25.020 ⇒ 00:21:27.040 Robert Tseng: then they follow up.
153 00:21:29.010 ⇒ 00:21:32.159 Robert Tseng: This is the engages. So a few manual steps
154 00:21:35.180 ⇒ 00:21:40.939 Robert Tseng: pauses the sequence. Okay, cool. So we just set up a basic sequence that basically sends an email.
155 00:21:41.360 ⇒ 00:21:41.780 Elissa Mae Cid: 1, 2.
156 00:21:41.780 ⇒ 00:21:43.120 Robert Tseng: Whoever’s in the list.
157 00:21:43.440 ⇒ 00:21:52.570 Robert Tseng: and then if they do reply, then it creates a manual task that basically tells us to send a follow up.
158 00:21:52.730 ⇒ 00:21:54.339 Robert Tseng: So this will be helpful.
159 00:21:54.480 ⇒ 00:22:05.670 Robert Tseng: you know, for you, as you’re kind of keeping track of like if we do set this up and on the email side, making sure that everyone who gets an email gets a response.
160 00:22:07.510 ⇒ 00:22:14.379 Robert Tseng: Great. So we’ll save that we’ll just do a a sequence sitting that everywhere.
161 00:22:17.450 ⇒ 00:22:20.150 Robert Tseng: Hopefully, that did not apply to anybody.
162 00:22:23.070 ⇒ 00:22:24.880 Robert Tseng: Enroll. Contacts.
163 00:22:25.290 ⇒ 00:22:26.610 Robert Tseng: Show this one
164 00:22:27.330 ⇒ 00:22:33.760 Robert Tseng: sequences. So great. Okay, so good. There’s nobody in the sequence. They do not want to send it. I think I’m just
165 00:22:34.320 ⇒ 00:22:36.320 Robert Tseng: try to show you that
166 00:22:36.780 ⇒ 00:22:42.917 Robert Tseng: great. So that’ll be a valuable tool that we’ll probably have to set up some sequences there around email
167 00:22:44.750 ⇒ 00:22:48.689 Robert Tseng: and then also want the team to think about
168 00:22:59.040 ⇒ 00:23:06.029 Robert Tseng: also ensure that Hubspot is ready to go to send emails.
169 00:23:07.200 ⇒ 00:23:09.589 Robert Tseng: You send a female?
170 00:23:11.120 ⇒ 00:23:15.260 Robert Tseng: Let’s see if it says not let you know.
171 00:23:25.090 ⇒ 00:23:25.970 Robert Tseng: Okay.
172 00:23:27.035 ⇒ 00:23:33.540 Robert Tseng: so yeah. Anyway, I think, for I mean, I’m I’m just walking through the slide with you. So what you’re, I think
173 00:23:34.610 ⇒ 00:23:42.810 Robert Tseng: what I’d like to see today is, yeah, you’d be building out. Yeah, just making sure that the contact views make sense. So
174 00:23:43.200 ⇒ 00:23:50.449 Robert Tseng: yeah, we have this, these tests and assigned contacts, whatever. But I think we need active clients. We need current. We need active leads
175 00:23:50.878 ⇒ 00:23:58.360 Robert Tseng: and then I just want to be able to click into some of these leads and accounts and make sure that we’re actually tracking the activities that they’re doing.
176 00:23:58.780 ⇒ 00:24:01.150 Robert Tseng: I think that would be the most important.
177 00:24:05.210 ⇒ 00:24:08.359 Robert Tseng: Email adds, events, forms.
178 00:24:09.540 ⇒ 00:24:15.489 Robert Tseng: I don’t think that most of this stuff is not relevant to us email, we don’t even really use right now, we just
179 00:24:20.740 ⇒ 00:24:28.810 Robert Tseng: yeah, okay, cool. So I think that’s that’s kind of the objective there.
180 00:24:30.320 ⇒ 00:24:37.879 Robert Tseng: like, I said, making sure that every every lead, at least, has as much information on it that we have in notion.
181 00:24:38.620 ⇒ 00:24:41.819 Robert Tseng: But yeah, I would like to replicate as many of
182 00:24:42.070 ⇒ 00:24:53.389 Robert Tseng: the old kind of views that we had in notion, but the most important ones are active clients and active leads. Probably so. If we could get those that today. I think that that’d be a good that’d be good.
183 00:24:54.720 ⇒ 00:25:01.020 Elissa Mae Cid: Robert. Question for the lease that you show me here in the left.
184 00:25:01.240 ⇒ 00:25:10.049 Elissa Mae Cid: in my left, on the screen, the one in those one for example, their status has package, those
185 00:25:10.820 ⇒ 00:25:12.720 Elissa Mae Cid: labels that they have there?
186 00:25:13.247 ⇒ 00:25:21.600 Elissa Mae Cid: Are they manually tag in motion? Or is there any integrated or link application that you update those status to.
187 00:25:22.170 ⇒ 00:25:23.679 Robert Tseng: Nope, these are manually updated.
188 00:25:23.940 ⇒ 00:25:26.757 Robert Tseng: Yeah, we have like a list of different
189 00:25:29.190 ⇒ 00:25:31.350 Robert Tseng: yeah, all all the tags are here. Yeah.
190 00:25:32.120 ⇒ 00:25:38.959 Elissa Mae Cid: Okay? And then for those status, because I saw in the leads.
191 00:25:39.240 ⇒ 00:25:44.189 Elissa Mae Cid: okay? So I’m seeing that status now in this in the needs page.
192 00:25:44.550 ⇒ 00:25:54.929 Elissa Mae Cid: But I also saw one article under sales. Called core sales funnel stages.
193 00:25:55.524 ⇒ 00:25:57.469 Elissa Mae Cid: They’re just they’re just the same.
194 00:25:58.350 ⇒ 00:26:02.590 Elissa Mae Cid: But this one is just more broken down.
195 00:26:03.050 ⇒ 00:26:04.480 Elissa Mae Cid: Yeah, yeah.
196 00:26:04.480 ⇒ 00:26:17.160 Elissa Mae Cid: okay, okay, got it. And so the tasks or the number one task that I should do is just have that view or create a view
197 00:26:17.760 ⇒ 00:26:23.169 Elissa Mae Cid: of that leads in Hubspot for those active needs. Right.
198 00:26:23.990 ⇒ 00:26:24.670 Robert Tseng: Yep.
199 00:26:24.860 ⇒ 00:26:29.197 Elissa Mae Cid: Okay? Alright. Okay. One more thing.
200 00:26:30.280 ⇒ 00:26:46.240 Elissa Mae Cid: So when I when I do access hubspot, I need to use the sales dot brain forge, AI email, and I’m trying to access it. I’m pretty sure they should be in my
201 00:26:46.380 ⇒ 00:26:51.890 Elissa Mae Cid: one password, the the password for that Hubspot.
202 00:26:52.430 ⇒ 00:26:53.040 Robert Tseng: Yep.
203 00:26:53.620 ⇒ 00:26:55.870 Elissa Mae Cid: Okay. Alright. Okay.
204 00:26:56.310 ⇒ 00:26:59.420 Elissa Mae Cid: I think that’s the number one thing to do. Okay, see? You.
205 00:27:00.740 ⇒ 00:27:01.170 Robert Tseng: Okay.
206 00:27:01.170 ⇒ 00:27:08.090 Elissa Mae Cid: You might have more questions later. I’ll send you a chat while I’m navigating Hubspot.
207 00:27:09.130 ⇒ 00:27:15.819 Robert Tseng: Sure, I would say, if you can ask your questions in channel here like, then someone else can jump into
208 00:27:16.650 ⇒ 00:27:17.320 Elissa Mae Cid: Okay.
209 00:27:25.580 ⇒ 00:27:27.819 Robert Tseng: Great. Yeah. So like, Utam’s already jumping in
210 00:27:52.200 ⇒ 00:28:18.709 Robert Tseng: cool. Yeah, so Utam and the AI team will be able to help with all the engineers are going to set up everything. So obviously you would be responsible for getting the tags in. But if there’s any sort of integration or that needs to take place. For example, we’re not seeing slack in Hubspot the slack messages. That’s something that they should set up. If emails not linked properly, then they should set that up so like you can. You can keep calling those things out. Here.
211 00:28:18.820 ⇒ 00:28:25.919 Robert Tseng: Obviously, there’s no integration in notion, like everything here is just manual notes like, which is so. It’s not great like, I think
212 00:28:26.260 ⇒ 00:28:37.689 Robert Tseng: Hubspot should be the place where all communication with a lead or a client is is being tracked. So yeah, I think that’s you can just keep that in mind.
213 00:28:37.690 ⇒ 00:28:51.520 Elissa Mae Cid: So yeah, alright. So Hubspot will be the anyway. Central repository for all these got it. And one more thing. How do I access demo.brainforge.ai again.
214 00:28:52.594 ⇒ 00:28:55.919 Robert Tseng: I think you should be able to
215 00:28:57.770 ⇒ 00:29:01.999 Robert Tseng: log in using one pad. Let’s see.
216 00:29:04.700 ⇒ 00:29:08.030 Elissa Mae Cid: Oh, okay, let me check. Maybe I.
217 00:29:08.030 ⇒ 00:29:10.380 Robert Tseng: I think you can log in with your brain force email.
218 00:29:11.430 ⇒ 00:29:14.350 Elissa Mae Cid: The my brain for Gmail got it all right.
219 00:29:14.680 ⇒ 00:29:18.280 Elissa Mae Cid: Okay, come on this one.
220 00:29:27.770 ⇒ 00:29:30.250 Elissa Mae Cid: Alright. I will work that on.
221 00:29:31.830 ⇒ 00:29:35.690 Elissa Mae Cid: Yeah, okay, got it. I have access to it already.
222 00:29:36.110 ⇒ 00:29:36.760 Robert Tseng: Great.
223 00:29:40.640 ⇒ 00:29:42.750 Elissa Mae Cid: Okay, thank you so much.
224 00:29:44.520 ⇒ 00:29:45.220 Robert Tseng: Okay.
225 00:29:46.890 ⇒ 00:29:47.620 Elissa Mae Cid: Yes.
226 00:29:47.840 ⇒ 00:29:48.820 Elissa Mae Cid: Okay.
227 00:29:49.240 ⇒ 00:29:49.640 Robert Tseng: Okay.
228 00:29:51.340 ⇒ 00:29:56.040 Elissa Mae Cid: Good for now, but I will send messages later.
229 00:29:56.160 ⇒ 00:29:56.690 Robert Tseng: Sure.
230 00:29:56.690 ⇒ 00:30:00.350 Robert Tseng: Yeah, yeah, any anything you need just kind of put in that
231 00:30:00.530 ⇒ 00:30:11.250 Robert Tseng: sales go to market AI Channel. If there’s any. Yeah, I think that would probably be the best place to just ask your question. Just so other people can jump in if I’m not able to respond immediately.
232 00:30:13.690 ⇒ 00:30:16.009 Robert Tseng: Great. Okay. Alright, then.
233 00:30:16.010 ⇒ 00:30:18.769 Elissa Mae Cid: Okay, thank you so much.
234 00:30:18.770 ⇒ 00:30:19.819 Robert Tseng: Alright, bye, Sid.