Meeting Title: Brainforge Sales Feedback and Planning Date: 2025-07-15 Meeting participants: Uttam Kumaran, Elissa Mae Cid
WEBVTT
1 00:00:33.200 ⇒ 00:00:34.380 Elissa Mae Cid: Hey!
2 00:00:34.380 ⇒ 00:00:35.930 Uttam Kumaran: Hey, Sid, how are you?
3 00:00:36.290 ⇒ 00:00:40.539 Elissa Mae Cid: Hi! I’m good. How are you? Long time? No, see.
4 00:00:40.540 ⇒ 00:00:43.950 Uttam Kumaran: A long time. No see how’s how was the trip? And everything.
5 00:00:44.940 ⇒ 00:00:52.169 Elissa Mae Cid: Oh, it was good! So I went to Taiwan for a week, just enjoy the Food Street food specifically.
6 00:00:52.550 ⇒ 00:00:53.240 Uttam Kumaran: Nice.
7 00:00:53.240 ⇒ 00:00:53.730 Elissa Mae Cid: I just.
8 00:00:53.730 ⇒ 00:00:55.300 Uttam Kumaran: Like skewers, or saute, or.
9 00:00:55.300 ⇒ 00:00:56.070 Elissa Mae Cid: What is it?
10 00:00:56.070 ⇒ 00:00:56.970 Uttam Kumaran: Street, Food.
11 00:00:57.170 ⇒ 00:01:04.779 Elissa Mae Cid: Yours. Beef, noodle soup. We also had dumplings, stinky tofu! A lot of.
12 00:01:04.780 ⇒ 00:01:06.209 Uttam Kumaran: Wow! No way.
13 00:01:06.410 ⇒ 00:01:06.610 Elissa Mae Cid: Okay.
14 00:01:06.610 ⇒ 00:01:08.919 Uttam Kumaran: I never had. I never had stinky tofu.
15 00:01:10.430 ⇒ 00:01:19.665 Elissa Mae Cid: It. It is stinky. The smell of it is very stinky. You might don’t want to eat it, but it tastes good. So just
16 00:01:20.500 ⇒ 00:01:21.879 Elissa Mae Cid: if you can.
17 00:01:22.780 ⇒ 00:01:25.263 Uttam Kumaran: Not smell it. It’s fine.
18 00:01:26.945 ⇒ 00:01:27.509 Elissa Mae Cid: Yes.
19 00:01:27.810 ⇒ 00:01:38.350 Elissa Mae Cid: So if I want you walk actually for almost full day. So while you’re eating and you’re walking so you will not gain weight there. So that’s fine.
20 00:01:38.350 ⇒ 00:01:44.279 Uttam Kumaran: Great. I know. That’s like when I used to live in the city I was walking like 20,000 steps a day.
21 00:01:44.690 ⇒ 00:01:46.199 Uttam Kumaran: I was so skinny.
22 00:01:46.310 ⇒ 00:01:52.403 Uttam Kumaran: Now I’m like, so I just sit here all day. I don’t even go anywhere for lunch or anything, you know. So.
23 00:01:52.680 ⇒ 00:01:56.548 Elissa Mae Cid: Well, we have a business to run to, so that’s fine.
24 00:01:57.151 ⇒ 00:02:01.669 Uttam Kumaran: No, I need to go. I’m gonna try to go to the gym today after this sometime. So.
25 00:02:02.640 ⇒ 00:02:03.530 Elissa Mae Cid: Right.
26 00:02:05.220 ⇒ 00:02:10.259 Uttam Kumaran: Perfect. So yeah, no, I’m excited to have you back. I wanted to just maybe take a
27 00:02:10.660 ⇒ 00:02:15.439 Uttam Kumaran: a little bit of like an intermission and talk a little bit about feedback, and just get your
28 00:02:15.890 ⇒ 00:02:20.439 Uttam Kumaran: sort of overall feedback on how things are going. I made some
29 00:02:20.968 ⇒ 00:02:26.931 Uttam Kumaran: I took some notes in the doc that you sent me overall. I think it’s pretty clear. I think.
30 00:02:27.530 ⇒ 00:02:38.480 Uttam Kumaran: my main focus was just. I wanted to sort of read about the work that you’ve been doing in Hubspot which makes a lot of sense. I mean, I’ve been checking. I’ve been seeing a lot of that that work that you’ve been doing.
31 00:02:38.800 ⇒ 00:03:00.900 Uttam Kumaran: I think it is helpful that you’re getting familiar with Hubspot. I mean, I I kind of expect that you’ll be kind of the the business expert on on Hubspot. I think on the only comment I had. There is Mustafa on the AI team can help you do build automations or help you even do those imports from
32 00:03:01.517 ⇒ 00:03:09.072 Uttam Kumaran: notion into Hubspot in case you need it. So my only thing was to just meet with him
33 00:03:09.800 ⇒ 00:03:13.599 Uttam Kumaran: or if you need help on like, Hey, I want to move these. I’m I’m sure there’s some
34 00:03:13.990 ⇒ 00:03:18.720 Uttam Kumaran: way to do this on an automated fashion, and you want to talk to him. You can totally do that.
35 00:03:20.330 ⇒ 00:03:21.100 Elissa Mae Cid: Alright.
36 00:03:21.560 ⇒ 00:03:27.969 Elissa Mae Cid: I was able to, I think, contact before I I
37 00:03:28.100 ⇒ 00:03:46.680 Elissa Mae Cid: left for one week, so I did ask for his help, whether he’s familiar with importing. But it’s not yet familiar at that time, so I did. It’s my fault. I did result to the manual logging in, because I just wanted to make sure that this progress.
38 00:03:48.100 ⇒ 00:03:55.970 Uttam Kumaran: So yeah, now, now that I think he spent some more time within Hubspot. And so I think totally. You can probably chat with him a little bit.
39 00:03:56.736 ⇒ 00:04:20.239 Uttam Kumaran: Yeah, but I’m glad that you’re sort of grabbing the basics there, and I sort of read through your feedback. I think I’m glad everybody has been really helpful. I think probably overall. The biggest feedback that I have is just probably to lean further into collaborating with everybody. You know. So I think I have a couple of suggestions on potentially having you run like a weekly sales lead review.
40 00:04:21.240 ⇒ 00:04:29.399 Uttam Kumaran: and as well as also running a a meeting between sales, marketing and operations, just to chat through like
41 00:04:30.039 ⇒ 00:04:38.629 Uttam Kumaran: our messaging anything in Hubspot. And I also put some new activities into that. Into this notion.
42 00:04:38.870 ⇒ 00:04:41.090 Uttam Kumaran: Doc, that I think I would like to see
43 00:04:41.190 ⇒ 00:04:46.049 Uttam Kumaran: you start to to own, in addition to the things that you already listed in Hubspot.
44 00:04:47.480 ⇒ 00:04:57.370 Uttam Kumaran: so yeah, overall. I mean, I I actually feel like from the work that I saw that you were taking on. I feel pretty happy. I think it’s gonna take some more time, of course, but
45 00:04:57.500 ⇒ 00:05:05.509 Uttam Kumaran: you know, when I was looping, you were monitoring the sales email pretty well, I think you’re learning from Hannah sort of some of the follow up procedures.
46 00:05:05.944 ⇒ 00:05:13.045 Uttam Kumaran: And so yeah, I mean, I’m I’m actually very comfortable, like, if you wanna continue with us. I I don’t want to sort of like
47 00:05:13.400 ⇒ 00:05:42.190 Uttam Kumaran: keep you like worried on the hook on things like that. So if if you’re if you’re I I guess my my overall was just to get your feeling on whether this work was interesting to you, and you know whether you think, after seeing sort of what the time commitment could be that you’re still open to it. I mean, I I think we do definitely need someone with your skill set in your capacity at Brainforge. So I certainly wanna wanna offer that to you.
48 00:05:44.500 ⇒ 00:06:09.089 Elissa Mae Cid: Well, thank you. So so far I did find the work fun. I had one in it, but I was really worried of that timeline or face that I have. So it’s really good to know that you’re okay with the work that I’ve done so far. In terms of work. I find it. For example, interesting with Hubspot. But yeah, I was really worried about
49 00:06:09.669 ⇒ 00:06:13.269 Elissa Mae Cid: the fact that I was not able to do
50 00:06:14.030 ⇒ 00:06:22.249 Elissa Mae Cid: sales stuff. Because when I was interviewed it was the main thing that I was supposed to do. Yeah. So that was just
51 00:06:22.380 ⇒ 00:06:24.970 Elissa Mae Cid: the thing that I was worried about because
52 00:06:25.110 ⇒ 00:06:46.471 Elissa Mae Cid: I was focused on Hubspot. So I did expect in a way that you will get to, you know. Remind me of that. So thank you for that. But so far I do understand as well the importance of Hubspot for us to, you know, be efficient in our sales process so hopefully and for sure.
53 00:06:47.510 ⇒ 00:07:07.639 Elissa Mae Cid: which by tomorrow all leads are already in Hubspot. So we, I can work with Mustafa and all the integrations that we need. So I’m also planning to, for example, help ask help and Mustafa on email, because I’d like to also see or test my.
54 00:07:07.640 ⇒ 00:07:08.060 Uttam Kumaran: Perfect.
55 00:07:08.060 ⇒ 00:07:13.510 Elissa Mae Cid: Address. And how can the email be received by a recipient? Just everything? Yep.
56 00:07:13.510 ⇒ 00:07:14.100 Uttam Kumaran: Great.
57 00:07:14.460 ⇒ 00:07:28.879 Elissa Mae Cid: Question is, I did, or I was able to have a quick run through. And the notes that you added in the notion, page that I created. So there are a lot of new things right here. But
58 00:07:29.670 ⇒ 00:07:34.300 Elissa Mae Cid: just wanted to make sure the number one main
59 00:07:34.410 ⇒ 00:07:39.099 Elissa Mae Cid: thing that you would like me to do is the the follow up on these.
60 00:07:40.150 ⇒ 00:07:44.419 Uttam Kumaran: Yeah. So I I do think that like, basically, anything around
61 00:07:44.840 ⇒ 00:08:09.890 Uttam Kumaran: lead momentum is really important. Right? So getting follow ups back to leads getting sows back to them. And then once they say, Hey, we’re ready to go. We need to move them to contract stage, which you can work with Rico on operations on. So that’s all really, really important. I think these other tasks are things that we’re starting to do as well, or someone on the team is already doing, or it’s probably me that’s doing it right.
62 00:08:10.380 ⇒ 00:08:18.729 Uttam Kumaran: so these are things that I think we also want to start tracking in linear. I don’t know. Were you able to like kind of use linear before at all like in the last few weeks.
63 00:08:20.107 ⇒ 00:08:27.100 Elissa Mae Cid: I only use it, I think once or twice. Just to read through the onboarding.
64 00:08:27.460 ⇒ 00:08:28.070 Uttam Kumaran: Cool.
65 00:08:28.570 ⇒ 00:08:29.450 Elissa Mae Cid: Okay. So I think.
66 00:08:29.810 ⇒ 00:08:46.509 Uttam Kumaran: I think we’re just probably best that like we can start to just cause. I mean, I don’t know about you, but I think for everybody in the company like, it’s just hard to keep track of everything that’s being worked on. And so we use we use linear for a lot of tracking, and we have a sales linear here.
67 00:08:46.979 ⇒ 00:09:01.900 Uttam Kumaran: That we’re starting to track sort of tasks that we’re working on. I think it could be helpful to start to move your tasks into here. That way we can start to just when you when you sort of give an update on
68 00:09:02.500 ⇒ 00:09:09.509 Uttam Kumaran: on tasks. You can just basically look at the linear board, and we can make sure we’re all talking to the same tasks.
69 00:09:10.420 ⇒ 00:09:10.740 Elissa Mae Cid: Cheers.
70 00:09:10.740 ⇒ 00:09:21.149 Uttam Kumaran: Of course, some stuff is maybe really quick, and maybe it’s not worth creating a ticket. But I do think it would be helpful just for your own to do list, if there’s a lot of stuff going on at the company. So I think it’s helpful.
71 00:09:21.650 ⇒ 00:09:42.100 Uttam Kumaran: I just tell everybody on even a personal level to make sure that you have a clear understanding of what’s going on. The other thing is, I think I do think it would be great for you to start to host a few of these things. They will be kind of painful and like you may feel like, oh, I don’t know everything that’s fine. I I really just want to start getting in a cadence where?
72 00:09:42.880 ⇒ 00:09:59.890 Uttam Kumaran: You can start to lead updates on like, hey? What? Where are all of our leads right now, like what stages are is everything in additionally, there’s some activities that I’ve listed which include like, Hey, making sure that our sales campaigns have the latest marketing materials in them.
73 00:09:59.900 ⇒ 00:10:13.409 Uttam Kumaran: Right? Making sure that, like our upwork profiles for gig radar, have the latest marketing materials. Another thing we’re starting to do is like campaigns. Right? So, for example, if if we want to run a campaign
74 00:10:13.590 ⇒ 00:10:19.220 Uttam Kumaran: that’s related to retargeting, all of our past leads that we’ve talked to that haven’t signed up
75 00:10:19.540 ⇒ 00:10:38.619 Uttam Kumaran: right? Okay, how do we? How do we execute that? Like? Right? So we have a new campaigns process that Hannah can walk you through. You can work with Mustafa or Ryan on setting up pay reach, or instantly. But these are the tasks that I think Robert and I will start to propose, and then have you start to own and execute, and then report back on
76 00:10:40.450 ⇒ 00:11:01.769 Uttam Kumaran: So I I just wanna make sure we can track these things. And we have a cadence ideally like a few times per week that we can talk, because I do think that your role is going to be super super highly leverage, and it’ll take some more time to sort of get your hand on everything but these. I want to kind of get you out of Hubspot as soon as you’re done to sort of actually work on some sales stuff.
77 00:11:02.600 ⇒ 00:11:04.930 Elissa Mae Cid: Correct. Okay, copy.
78 00:11:05.655 ⇒ 00:11:11.989 Elissa Mae Cid: So Hannah will walk me through with the campaign process. Okay, got got it? Got it.
79 00:11:11.990 ⇒ 00:11:12.810 Uttam Kumaran: Correct.
80 00:11:17.100 ⇒ 00:11:17.790 Elissa Mae Cid: You know.
81 00:11:18.744 ⇒ 00:11:19.429 Elissa Mae Cid: What?
82 00:11:19.430 ⇒ 00:11:30.499 Uttam Kumaran: And then basically for new campaigns, we can create tickets. And then we can propose like new campaigns. Then we can discuss and make sure that you’re comfortable with like what all entails. And then we just try things right? So we just
83 00:11:31.570 ⇒ 00:11:36.919 Uttam Kumaran: some of these is going to be a little painful just to just start things in the beginning, and then you’ll get a hang of it, I’m sure.
84 00:11:38.090 ⇒ 00:11:48.150 Elissa Mae Cid: Copy. So just to be sure that I understood everything. So with the contains, I understood it. But what you want
85 00:11:49.610 ⇒ 00:11:53.129 Elissa Mae Cid: need to do is for all activities that I have
86 00:11:53.280 ⇒ 00:11:59.170 Elissa Mae Cid: for all projects I have with regards to sales. I will log it in here in the.
87 00:11:59.430 ⇒ 00:12:15.839 Uttam Kumaran: Ideally, that’d be great that I don’t. I just don’t want you to be spending like hours in linear, you know, versus doing the work. So you don’t have to like keep it like immediately up to date. There’s also a couple of easy things you can do like. Let me just give you an example.
88 00:12:16.090 ⇒ 00:12:18.650 Uttam Kumaran: So if you’re in, if you’re in
89 00:12:19.220 ⇒ 00:12:21.928 Uttam Kumaran: if you’re in slack, for example,
90 00:12:22.500 ⇒ 00:12:26.749 Uttam Kumaran: you can actually go here and click on, create a new issue.
91 00:12:28.220 ⇒ 00:12:33.920 Uttam Kumaran: And you can go ahead and create it in sales and
92 00:12:34.310 ⇒ 00:12:36.880 Uttam Kumaran: you create it in like, let’s say this cycle.
93 00:12:37.465 ⇒ 00:12:40.939 Uttam Kumaran: You can assign it. Let’s say I’m assigning it to Sid
94 00:12:41.546 ⇒ 00:12:43.829 Uttam Kumaran: and I go ahead and click submit.
95 00:12:44.811 ⇒ 00:12:46.979 Uttam Kumaran: You’re gonna see? It’s now here.
96 00:12:47.750 ⇒ 00:12:51.939 Uttam Kumaran: and if I open this you’ll see that this is now created in linear.
97 00:12:52.380 ⇒ 00:12:55.759 Uttam Kumaran: This is helpful, because, you know, we do a lot of chatting on slack.
98 00:12:56.100 ⇒ 00:13:02.450 Uttam Kumaran: So you want to quickly get that into a ticket. But, like, I don’t want you to have to like be like every day. I need to go spend 2 h
99 00:13:02.640 ⇒ 00:13:05.289 Uttam Kumaran: creating this, or, for example, if it’s a quick thing.
100 00:13:05.830 ⇒ 00:13:23.329 Uttam Kumaran: you can track it later, or don’t track if it’s if it’s less than like 20 min, I don’t know if it’s worth tracking, but really like what something that happens that is difficult for everybody is like, you just have a lot of things right like, even in our discussion notes. Right? You have, like, okay, things for leads, things for Hubspot, things for campaigns.
101 00:13:23.510 ⇒ 00:13:25.590 Uttam Kumaran: the partnerships. Blah blah, like
102 00:13:26.140 ⇒ 00:13:53.900 Uttam Kumaran: you’ll sort of just realize like you’re gonna write down a to do list, and it’ll be a hundred things long. Right? So the goal is actually not to like, get every like. The the goal is to make sure everything is tracked, but we will start to understand how much capacity everybody has to do things and split the responsibilities among the team. But the only way we can organize and split the responsibilities and get comments is, if we have it tracked and linear. But certainly I think my my number one feedback is to to
103 00:13:54.351 ⇒ 00:14:13.449 Uttam Kumaran: to spend time with Hannah and to spend time with Ryan. They’re really really amazing on the marketing and design team. They’re both running a lot of our stuff on partnerships, on, outbound on Linkedin. And so my goal is like the 3 of you sort of
104 00:14:13.550 ⇒ 00:14:29.651 Uttam Kumaran: start to split up a lot of the responsibility. Because I think Hannah is taking over. Hannah is running some sales stuff, but it’s becoming too much for her with the design work. So I was sort of telling her, hey, keep going! But as Sid starts to onboard she can take some of that off of off of
105 00:14:30.120 ⇒ 00:14:43.879 Uttam Kumaran: Hannah’s plate. Ryan is also doing some sales outbound work. That he can sort of hand off to you. And then also again, you have the best purview, because, you see all the leads right? And so ideally, I kind of want to see
106 00:14:44.120 ⇒ 00:14:58.219 Uttam Kumaran: if my my number one hope is that you 3 and then Rico, on the operation side, can meet, you know, once a week and talk about like, hey, what are the processes we want to build? And so how can we build these repeatable systems.
107 00:14:59.040 ⇒ 00:15:00.940 Elissa Mae Cid: Okay, update.
108 00:15:02.480 ⇒ 00:15:09.580 Uttam Kumaran: So maybe one thing we can do even just now, while we’re on the phone here is maybe we can create some of these tickets together.
109 00:15:10.033 ⇒ 00:15:17.429 Uttam Kumaran: Maybe if you don’t mind, I can have you share your screen and and we can create some together, just so you can go through the process
110 00:15:17.580 ⇒ 00:15:22.360 Uttam Kumaran: with me, and then I can show you, like
111 00:15:22.770 ⇒ 00:15:25.899 Uttam Kumaran: generally, how the ticket process works and things like that.
112 00:15:34.750 ⇒ 00:15:38.989 Elissa Mae Cid: So I’m already in the sales team. Your screen.
113 00:15:39.860 ⇒ 00:15:40.500 Uttam Kumaran: Yes.
114 00:15:42.530 ⇒ 00:15:50.410 Elissa Mae Cid: Okay, so as for the ticket that we will be creating available to most of them.
115 00:15:50.840 ⇒ 00:15:56.312 Uttam Kumaran: Yeah, I think maybe one helpful one to start with is just like creating a ticket to book that
116 00:15:56.790 ⇒ 00:15:59.539 Uttam Kumaran: weekly sales marketing operations meeting.
117 00:16:00.490 ⇒ 00:16:01.260 Elissa Mae Cid: Okay.
118 00:16:02.150 ⇒ 00:16:03.369 Uttam Kumaran: So if you
119 00:16:03.860 ⇒ 00:16:08.840 Uttam Kumaran: yeah. So if you hit, if you go to, if you go to to like this cycle to do this cycle
120 00:16:09.600 ⇒ 00:16:10.360 Uttam Kumaran: which is here.
121 00:16:10.360 ⇒ 00:16:10.970 Elissa Mae Cid: Like.
122 00:16:12.730 ⇒ 00:16:14.920 Elissa Mae Cid: Okay. Alright.
123 00:16:14.920 ⇒ 00:16:18.599 Uttam Kumaran: Yes, you click plus, so you can just put in the title here.
124 00:16:20.220 ⇒ 00:16:22.819 Elissa Mae Cid: We typically once.
125 00:16:23.090 ⇒ 00:16:27.350 Uttam Kumaran: Yeah, you can just put weekly cadence sales marketing operations.
126 00:16:27.970 ⇒ 00:16:28.380 Elissa Mae Cid: Yeah.
127 00:16:29.200 ⇒ 00:16:34.740 Uttam Kumaran: And yeah, I it would be great if you can run one sometime this week.
128 00:16:35.050 ⇒ 00:16:37.160 Uttam Kumaran: and we can just sort of
129 00:16:37.450 ⇒ 00:16:40.970 Uttam Kumaran: it could be an hour long meeting just to talk about
130 00:16:41.672 ⇒ 00:16:47.930 Uttam Kumaran: I think if I was to put some notes for you to gain one is to understand our campaign structure.
131 00:16:49.215 ⇒ 00:17:00.400 Uttam Kumaran: So I don’t know this one. Maybe we can have an a running agenda somewhere in notion. But for now understand the campaign structure. Understand? Hey, reach! And instantly.
132 00:17:05.059 ⇒ 00:17:07.289 Elissa Mae Cid: Huge and easily.
133 00:17:07.290 ⇒ 00:17:13.749 Uttam Kumaran: Instantly is our email sending platform. But we can also send emails from Hubspot, you know. I’m sure you’re figuring that out.
134 00:17:15.440 ⇒ 00:17:27.179 Uttam Kumaran: And then the second piece is understanding the handoff between sales and and operations for contracts.
135 00:17:27.980 ⇒ 00:17:28.620 Elissa Mae Cid: We’re good.
136 00:17:30.940 ⇒ 00:17:33.650 Uttam Kumaran: And then the last piece. I think it would be great to talk about
137 00:17:33.830 ⇒ 00:17:40.030 Uttam Kumaran: the work that Hannah is doing on the partnership side, and anywhere that you can assist there.
138 00:17:42.670 ⇒ 00:17:55.520 Elissa Mae Cid: Okay, okay, alright. And oh, no, I’ll send this to myself, so I’ll create one this week.
139 00:17:57.270 ⇒ 00:17:58.350 Uttam Kumaran: Okay, perfect.
140 00:17:59.710 ⇒ 00:18:01.600 Uttam Kumaran: So you can assign it to yourself.
141 00:18:01.600 ⇒ 00:18:02.210 Elissa Mae Cid: Okay.
142 00:18:03.390 ⇒ 00:18:07.180 Uttam Kumaran: And then another thing you can do is you click the 3 dots here.
143 00:18:08.840 ⇒ 00:18:09.760 Elissa Mae Cid: 3 dots.
144 00:18:09.950 ⇒ 00:18:10.770 Uttam Kumaran: Like here.
145 00:18:11.490 ⇒ 00:18:12.400 Elissa Mae Cid: Okay.
146 00:18:13.083 ⇒ 00:18:17.349 Uttam Kumaran: You can set the due date. Yeah. And so you can set it to whenever you feel like you’re gonna get
147 00:18:17.690 ⇒ 00:18:18.690 Uttam Kumaran: completed. But.
148 00:18:18.690 ⇒ 00:18:19.070 Elissa Mae Cid: Okay.
149 00:18:19.070 ⇒ 00:18:20.650 Uttam Kumaran: Basically just booking this meeting.
150 00:18:21.630 ⇒ 00:18:22.190 Elissa Mae Cid: Yep.
151 00:18:22.660 ⇒ 00:18:24.470 Uttam Kumaran: And then, yeah, you can go ahead and create that.
152 00:18:26.180 ⇒ 00:18:30.990 Elissa Mae Cid: And there it is got it.
153 00:18:32.090 ⇒ 00:18:35.549 Uttam Kumaran: So this is gonna be just a helpful view to see.
154 00:18:36.157 ⇒ 00:18:42.850 Uttam Kumaran: What issues are there. I think another thing is, maybe we can go ahead and delete this one, because this is just a test, one
155 00:18:43.395 ⇒ 00:18:47.489 Uttam Kumaran: so one thing you can do here is if you if you if you do it. If you click on this
156 00:18:50.270 ⇒ 00:18:55.420 Uttam Kumaran: and are you on A, you’re on windows so you can hit like a control K,
157 00:18:58.890 ⇒ 00:19:03.900 Uttam Kumaran: and here you can say you could just type in change. You can click on change status here.
158 00:19:06.680 ⇒ 00:19:09.190 Uttam Kumaran: and then you can scroll down. You can mark it as done
159 00:19:12.350 ⇒ 00:19:13.260 Uttam Kumaran: perfect.
160 00:19:15.050 ⇒ 00:19:15.480 Elissa Mae Cid: And.
161 00:19:15.480 ⇒ 00:19:23.039 Uttam Kumaran: And then, yeah, maybe we can create a couple of other ones. So I think one thing that would be helpful is just to do a
162 00:19:25.410 ⇒ 00:19:27.340 Uttam Kumaran: a leads review meeting?
163 00:19:29.810 ⇒ 00:19:32.590 Uttam Kumaran: Maybe we can start with this next week.
164 00:19:33.456 ⇒ 00:19:39.119 Uttam Kumaran: And then, yeah, I think it’d be helpful to think about the agenda, I mean, ideally, I want to kind of go through
165 00:19:40.075 ⇒ 00:19:43.090 Uttam Kumaran: all active leads in Hubspot.
166 00:19:45.060 ⇒ 00:19:50.739 Uttam Kumaran: We want to also capture any new leads or and or we want to update basically status.
167 00:19:53.220 ⇒ 00:19:54.160 Elissa Mae Cid: This is, gonna be good
168 00:19:58.500 ⇒ 00:19:59.600 Elissa Mae Cid: next one.
169 00:20:06.920 ⇒ 00:20:07.780 Elissa Mae Cid: Alright.
170 00:20:10.960 ⇒ 00:20:11.860 Uttam Kumaran: Perfect.
171 00:20:16.510 ⇒ 00:20:18.980 Elissa Mae Cid: I’ll just have this tomorrow. But I’ll book this today.
172 00:20:19.190 ⇒ 00:20:19.919 Elissa Mae Cid: Yeah, it’s no problem.
173 00:20:19.920 ⇒ 00:20:28.379 Elissa Mae Cid: The Leads review meeting, which also, attendees will be you, me and Robert, just the 3 of us are including.
174 00:20:29.548 ⇒ 00:20:34.799 Uttam Kumaran: Yeah, I think that’s fine. I think maybe you can leave Hannah and Ryan as optional.
175 00:20:35.740 ⇒ 00:20:37.310 Elissa Mae Cid: Okay. Alright!
176 00:20:38.206 ⇒ 00:20:43.500 Uttam Kumaran: And you can add that to the note here if you want to as well, or you can put that in there. Just so you don’t forget
177 00:20:50.800 ⇒ 00:20:57.119 Uttam Kumaran: And then, yeah, I think I think the other task is it would be great to also
178 00:20:57.700 ⇒ 00:21:06.549 Uttam Kumaran: do a team wide reporting on the number of like leads activities and deals in progress.
179 00:21:06.690 ⇒ 00:21:13.930 Uttam Kumaran: So this could be something that you report out to the entire sales team, or even as part of our
180 00:21:14.130 ⇒ 00:21:19.090 Uttam Kumaran: bi-weekly team meeting, which is just, hey, here’s all the leads that are working on.
181 00:21:19.220 ⇒ 00:21:22.499 Uttam Kumaran: Here’s the total value of them things like that
182 00:21:23.498 ⇒ 00:21:26.150 Uttam Kumaran: so team wide reporting. Yep, that’s great.
183 00:21:26.760 ⇒ 00:21:35.399 Uttam Kumaran: And then one, maybe if you just want to also add a ticket here just for your Hubspot remaining Hubspot work so you can keep it, and you can move that to in progress.
184 00:21:38.290 ⇒ 00:21:39.140 Elissa Mae Cid: Comment.
185 00:21:43.710 ⇒ 00:21:50.429 Elissa Mae Cid: copy here, maybe I’ll just add just 2 things.
186 00:22:22.190 ⇒ 00:22:22.870 Elissa Mae Cid: Okay.
187 00:22:32.720 ⇒ 00:22:36.360 Elissa Mae Cid: okay, who’s that.
188 00:22:36.360 ⇒ 00:22:36.690 Uttam Kumaran: Is there any.
189 00:22:37.018 ⇒ 00:22:38.660 Elissa Mae Cid: Things that we currently have.
190 00:22:39.400 ⇒ 00:22:39.730 Uttam Kumaran: Sorry.
191 00:22:42.670 ⇒ 00:22:43.130 Elissa Mae Cid: Say that one more time.
192 00:22:43.630 ⇒ 00:22:44.280 Uttam Kumaran: Oh, how many.
193 00:22:44.280 ⇒ 00:22:44.890 Elissa Mae Cid: Have.
194 00:22:45.200 ⇒ 00:22:51.219 Uttam Kumaran: Yeah, so this is actually will be a good thing for that meeting. But we have this. We have this marketing
195 00:22:51.670 ⇒ 00:22:56.050 Uttam Kumaran: beat. Now where we track campaigns. I’m gonna send you this in slack.
196 00:22:56.050 ⇒ 00:22:56.560 Elissa Mae Cid: Cool.
197 00:22:57.645 ⇒ 00:23:01.639 Uttam Kumaran: You can take a look at this. We’re we’re working on this right now.
198 00:23:10.840 ⇒ 00:23:12.749 Uttam Kumaran: I just sent it to you on slack.
199 00:23:29.790 ⇒ 00:23:31.000 Elissa Mae Cid: Okay, got it?
200 00:23:41.080 ⇒ 00:23:42.640 Elissa Mae Cid: Hmm, okay.
201 00:23:43.450 ⇒ 00:23:48.419 Uttam Kumaran: So we’re starting to work on these campaigns, and you can see your name is starting to come up on some. So.
202 00:23:56.490 ⇒ 00:23:57.270 Elissa Mae Cid: Alright.
203 00:23:58.000 ⇒ 00:24:06.400 Elissa Mae Cid: So for those campaigns that are assigned to me. Is this being greatly handled by Hannah?
204 00:24:08.050 ⇒ 00:24:11.650 Uttam Kumaran: So this whole process is like me, Ryan.
205 00:24:12.730 ⇒ 00:24:16.979 Uttam Kumaran: We’re all working on it together. So there’s not really like a core person leading.
206 00:24:17.310 ⇒ 00:24:19.180 Uttam Kumaran: So this will be something that we can
207 00:24:19.510 ⇒ 00:24:21.849 Uttam Kumaran: talk about in our in our meeting.
208 00:24:40.390 ⇒ 00:24:40.870 Elissa Mae Cid: Okay.
209 00:24:41.357 ⇒ 00:24:44.279 Uttam Kumaran: Okay, I feel like that’s probably
210 00:24:44.450 ⇒ 00:24:49.929 Uttam Kumaran: like a fair amount of tickets. I think I will continue to start creating a few more tickets in there.
211 00:24:50.624 ⇒ 00:25:05.195 Uttam Kumaran: But yeah, ideally, if we could have those meetings, and then I would. I would just mention to see if you could meet with Mustafa in case he can help you accelerate some of the stuff on Hubspot side. On the other activities. I think the only other thing I had is
212 00:25:06.200 ⇒ 00:25:13.210 Uttam Kumaran: just to kind of. I guess 2 things. One is like, I think we can start to document some of these processes via like sops.
213 00:25:13.400 ⇒ 00:25:17.690 Uttam Kumaran: This is something that Rico can help out on as well.
214 00:25:17.900 ⇒ 00:25:25.259 Uttam Kumaran: So I think some tasks that we can probably create some linear tasks around a document like how to, how to follow up with
215 00:25:25.400 ⇒ 00:25:28.659 Uttam Kumaran: with leads, how to update something on Hubspot things like that.
216 00:25:28.780 ⇒ 00:25:30.750 Uttam Kumaran: That way we have documentation.
217 00:25:32.220 ⇒ 00:25:44.819 Uttam Kumaran: I guess. The the second thing is just if you, if you sort of like, have any questions or understanding about like our services, or what we do or anything, now that you’ve sort of seen a couple of things.
218 00:25:45.322 ⇒ 00:25:47.510 Uttam Kumaran: Is there anything else? I can answer.
219 00:25:51.570 ⇒ 00:25:53.560 Elissa Mae Cid: For now
220 00:25:54.049 ⇒ 00:26:05.900 Elissa Mae Cid: none yet in terms of the services. But I I will surely ask this once I am in the process of following up the leads and everything, just to get clarity on that.
221 00:26:07.080 ⇒ 00:26:08.250 Uttam Kumaran: Okay, okay?
222 00:26:08.660 ⇒ 00:26:17.910 Uttam Kumaran: And then, yeah, I guess in terms of like, next steps in terms of like contract, like, how do you feel about sort of moving forward. I can draft a new contract.
223 00:26:18.436 ⇒ 00:26:21.370 Uttam Kumaran: And then how do you feel still about like
224 00:26:21.550 ⇒ 00:26:28.180 Uttam Kumaran: is sort of this, 8 to 12 Eastern still work for you, I guess. Just like. And that’s those are kind of my questions. There.
225 00:26:29.470 ⇒ 00:26:50.999 Elissa Mae Cid: Yeah, so far. 8 to 12 still do work for me. Those hours are privately but with regards to the partnership meeting it’s scheduled one pm. To 2 pm. Esc. So I’ll just if you’re okay with me. Just scheduling my login to 9 Am. To 2 pm.
226 00:26:52.020 ⇒ 00:26:52.680 Elissa Mae Cid: Just.
227 00:26:52.680 ⇒ 00:27:01.740 Uttam Kumaran: That’s fine. Yeah. And and for any meetings after noon you can. Just we. You just have to message Hannah, or whoever the owner is, and you can just ask, Hey, can we move this to before?
228 00:27:02.730 ⇒ 00:27:03.160 Elissa Mae Cid: Okay.
229 00:27:03.160 ⇒ 00:27:09.899 Uttam Kumaran: Because unless someone has a issue, the meetings kind of go anywhere. So if you’re like, Hey.
230 00:27:10.020 ⇒ 00:27:17.400 Uttam Kumaran: you could. And also in your Google calendar. You can put your working hours so then, that way, when Hannah books it, or whoever books it, they can make sure to
231 00:27:18.790 ⇒ 00:27:28.859 Uttam Kumaran: do that. But for the partnership meeting or for any other meeting, feel free to message. Say, Hey, I’m only available before noon. Can we move this stuff there? That should be fine.
232 00:27:31.170 ⇒ 00:27:40.940 Elissa Mae Cid: Thank you for that. Yeah. So far, I’m okay with the whole hours in town. The work in itself as well. I’m happy to also.
233 00:27:40.940 ⇒ 00:27:45.469 Uttam Kumaran: I hope it’ll get more exciting also. So it’s not gonna be just hubspot forever.
234 00:27:46.467 ⇒ 00:27:47.542 Elissa Mae Cid: Of course.
235 00:27:48.180 ⇒ 00:28:11.460 Elissa Mae Cid: So I was just about to say that I’m happy to move on from. You have to work on the real stuff. So I’m really here excited on how we can turn this needs into clients so really excited for that. And I also did a quick run through of the notes that you have, and
236 00:28:11.460 ⇒ 00:28:27.799 Elissa Mae Cid: notion, and as well as the reports, that you need, or the meetings that I need to leave. So I got excited with that as well, because it’s quite familiar with the current work that I have and previous works that I can. So hopefully, hopefully, I get to
237 00:28:28.260 ⇒ 00:28:29.490 Elissa Mae Cid: deliver that.
238 00:28:30.230 ⇒ 00:28:31.500 Elissa Mae Cid: So that’s all.
239 00:28:31.720 ⇒ 00:28:33.260 Uttam Kumaran: Okay, okay, perfect.
240 00:28:33.470 ⇒ 00:28:51.223 Uttam Kumaran: Okay? Great. Well, yeah. I’ll just probably send a couple more notes in slack. And then, yeah, feel free to message Hannah to move any meetings, or I’m gonna have her add you to some meetings as well. But yeah, really, really excited to have you thanks again for all the hard work I know it was difficult being in and out, so I appreciate it. And then, yeah, I think
241 00:28:51.680 ⇒ 00:29:05.860 Uttam Kumaran: we’ll see again offers still on the table long term to join us, so we’ll see how much work I can get you, and then but that’s always top of mind for me. So but thank you for, for you know the time that you’re you’re giving us, anyway. So that’s really helpful.
242 00:29:06.670 ⇒ 00:29:10.079 Elissa Mae Cid: Thank you for the opportunity as well, and for the trust.
243 00:29:10.190 ⇒ 00:29:11.049 Uttam Kumaran: Yeah, definitely.
244 00:29:11.750 ⇒ 00:29:13.440 Uttam Kumaran: Okay. Thank you, Sid.
245 00:29:13.650 ⇒ 00:29:14.370 Uttam Kumaran: I’ll talk to you soon.
246 00:29:14.370 ⇒ 00:29:16.979 Elissa Mae Cid: Thank you. Uto. Yes, bye-bye.
247 00:29:16.980 ⇒ 00:29:17.560 Uttam Kumaran: Bye.