Meeting Title: Kickoff: Circle Back Campaign Date: 2025-08-05 Meeting participants: Elissa Mae’s Loom Notetaker, Elissa Mae Cid, Uttam Kumaran, Ryan Brosas
WEBVTT
1 00:05:03.890 ⇒ 00:05:04.870 Uttam Kumaran: I said.
2 00:05:08.090 ⇒ 00:05:09.930 Elissa Mae Cid: Okay. Hello.
3 00:05:10.250 ⇒ 00:05:11.400 Uttam Kumaran: Hey! How are you?
4 00:05:12.895 ⇒ 00:05:14.770 Elissa Mae Cid: Good so far.
5 00:05:16.020 ⇒ 00:05:16.620 Uttam Kumaran: Great.
6 00:05:16.620 ⇒ 00:05:17.720 Elissa Mae Cid: How are you?
7 00:05:18.770 ⇒ 00:05:20.299 Uttam Kumaran: I’m good, busy.
8 00:05:21.550 ⇒ 00:05:24.919 Elissa Mae Cid: Yeah, yeah, anyway.
9 00:05:24.920 ⇒ 00:05:26.289 Uttam Kumaran: Yeah, stuff’s getting better.
10 00:05:27.360 ⇒ 00:05:35.260 Elissa Mae Cid: Yes, that’s good. I’m not sure if Ryan is joining. But let me check with him. He’s in the invite.
11 00:05:36.740 ⇒ 00:05:38.860 Elissa Mae Cid: Sorry, right?
12 00:05:47.860 ⇒ 00:05:54.589 Elissa Mae Cid: Okay. While waiting for him, let me share there the screen
13 00:05:56.860 ⇒ 00:06:01.379 Elissa Mae Cid: and a few updates as well with Mufasa Mustafa.
14 00:06:01.880 ⇒ 00:06:10.400 Elissa Mae Cid: Okay, I rename him as the Lion King. Sorry. Okay, anyway, about the
15 00:06:10.890 ⇒ 00:06:22.999 Elissa Mae Cid: Circle back campaign. So we want to scrape right? The Associated Contacts or the contacts or the main contacts that we used to reach out to the identified
16 00:06:23.690 ⇒ 00:06:28.109 Elissa Mae Cid: deals. Okay? So Mustafa was able to.
17 00:06:29.955 ⇒ 00:06:30.730 Elissa Mae Cid: Script
18 00:06:30.900 ⇒ 00:06:45.939 Elissa Mae Cid: 29 out of 123 deals. So that’s like 23%. So it’s not really that much. But we we thought of to approach with hopefully, you’re okay with it. So the 1st approach would be.
19 00:06:45.940 ⇒ 00:06:49.759 Uttam Kumaran: One second. Let me just let me. Just. I can pull it up on my side. Give me one second.
20 00:06:50.200 ⇒ 00:06:50.920 Elissa Mae Cid: Alright!
21 00:07:17.620 ⇒ 00:07:19.490 Uttam Kumaran: So these are all of
22 00:07:19.730 ⇒ 00:07:24.770 Uttam Kumaran: wait, I guess, like how do you? How can you see which one we have the contact for or not?
23 00:07:26.047 ⇒ 00:07:31.000 Elissa Mae Cid: So I still have to get the she Mustafa.
24 00:07:32.770 ⇒ 00:07:36.999 Elissa Mae Cid: I will be. Look up it here. But those 29.
25 00:07:37.000 ⇒ 00:07:43.480 Uttam Kumaran: Can we go through that? Because a lot of these, the I wanna know which ones we don’t have contacts for.
26 00:07:43.480 ⇒ 00:07:47.870 Elissa Mae Cid: Okay, let me just check with Mustafa.
27 00:07:48.350 ⇒ 00:07:50.459 Elissa Mae Cid: So what’s that one?
28 00:08:08.860 ⇒ 00:08:10.229 Elissa Mae Cid: We’ll copy this.
29 00:08:14.620 ⇒ 00:08:15.570 Elissa Mae Cid: There you go.
30 00:08:38.679 ⇒ 00:08:43.610 Elissa Mae Cid: Okay, have this.
31 00:08:53.260 ⇒ 00:08:56.380 Uttam Kumaran: And then was there a list of ones that we said no to.
32 00:09:00.350 ⇒ 00:09:02.390 Elissa Mae Cid: What do you mean? You said go to.
33 00:09:02.390 ⇒ 00:09:07.639 Uttam Kumaran: All of these have. Yes. Is there was there any of them that we said no to.
34 00:09:08.396 ⇒ 00:09:15.759 Elissa Mae Cid: Yes, yes, we conduct those nose after identifying these deals. Yeah.
35 00:09:15.920 ⇒ 00:09:22.759 Elissa Mae Cid: So we remove all of them so that we only retain those that we will send. We will send a message.
36 00:09:22.970 ⇒ 00:09:27.320 Uttam Kumaran: But I think it’s worth keeping them there and just marking it as no right? Because
37 00:09:29.120 ⇒ 00:09:32.559 Uttam Kumaran: what? Yeah, we could probably just keep them there, and market as no.
38 00:09:33.810 ⇒ 00:09:37.920 Elissa Mae Cid: Yeah, I can. It can. Just maybe
39 00:09:38.450 ⇒ 00:09:40.700 Elissa Mae Cid: I can just return all of those here.
40 00:09:41.490 ⇒ 00:09:43.930 Uttam Kumaran: Yeah, I think it’s helpful for us to see, cause
41 00:09:44.330 ⇒ 00:09:47.750 Uttam Kumaran: we may want to follow up with them at a later point. So
42 00:09:52.890 ⇒ 00:09:57.330 Uttam Kumaran: and I’m gonna Mark, I’m gonna sort of look at some of them. Now.
43 00:11:32.950 ⇒ 00:11:33.750 Uttam Kumaran: Okay.
44 00:11:41.500 ⇒ 00:11:44.079 Uttam Kumaran: okay, I’ve updated a bunch of mine with no?
45 00:11:44.470 ⇒ 00:11:45.060 Uttam Kumaran: Well.
46 00:11:45.060 ⇒ 00:11:45.880 Elissa Mae Cid: Okay.
47 00:11:47.650 ⇒ 00:11:54.919 Uttam Kumaran: All of these like this is where I’m like, kind of surprised that we can’t get the contacts, because all these contacts are going to be in my
48 00:11:55.700 ⇒ 00:11:56.890 Uttam Kumaran: email.
49 00:11:57.770 ⇒ 00:12:18.287 Elissa Mae Cid: Yeah. So this the second approach that we want to look into. So I did ask my staff. But if he has access to your email, then is it possible for him to get those contacts associated to this company? So he did, said, Yes, but, he is requesting for
50 00:12:18.820 ⇒ 00:12:22.950 Elissa Mae Cid: access to your email and Roberts for him to do that.
51 00:12:24.000 ⇒ 00:12:27.479 Uttam Kumaran: Okay. Yeah. Nobody asked me for that. I can give them access. I don’t care.
52 00:12:28.280 ⇒ 00:12:37.819 Elissa Mae Cid: Okay, alright. So we just knew that earlier, because when we tried to extract it yesterday, there was 29 only. So that’s the approach that we agreed
53 00:12:37.930 ⇒ 00:12:39.770 Elissa Mae Cid: earlier meeting.
54 00:12:39.970 ⇒ 00:12:42.759 Uttam Kumaran: But one thing can I share my screen here?
55 00:12:43.595 ⇒ 00:12:44.430 Elissa Mae Cid: Okay.
56 00:12:54.820 ⇒ 00:13:03.935 Uttam Kumaran: Yeah. So I think a couple of things that would be helpful. So one thing that I did here is I turn these into
57 00:13:05.090 ⇒ 00:13:05.970 Uttam Kumaran: into
58 00:13:09.371 ⇒ 00:13:15.279 Uttam Kumaran: check boxes. So one thing you can do here is you select this and you right click. You could do dropdown.
59 00:13:16.100 ⇒ 00:13:18.800 Uttam Kumaran: so it makes it a little bit easier to see. This
60 00:13:19.490 ⇒ 00:13:24.110 Uttam Kumaran: second thing is you can click on this, and you can actually freeze this
61 00:13:26.670 ⇒ 00:13:29.789 Uttam Kumaran: that way. It sort of scrolls with you.
62 00:13:34.140 ⇒ 00:13:37.860 Uttam Kumaran: Another thing that I’m gonna do here is I’m gonna wrap this one.
63 00:13:39.780 ⇒ 00:13:43.090 Uttam Kumaran: So if we can like, read, this is pretty readable.
64 00:13:45.120 ⇒ 00:13:47.049 Uttam Kumaran: Similarly, here, I’m gonna wrap
65 00:13:48.120 ⇒ 00:13:51.389 Uttam Kumaran: this one so I can make it a little bit smaller.
66 00:13:53.493 ⇒ 00:13:59.210 Uttam Kumaran: This one, and then this one. I can make a little bit smaller.
67 00:14:03.850 ⇒ 00:14:15.730 Uttam Kumaran: And then, yeah, I mean, I would basically want to see like contacts, name contact email and contact Linkedin.
68 00:14:15.980 ⇒ 00:14:17.500 Elissa Mae Cid: And then.
69 00:14:19.180 ⇒ 00:14:27.079 Uttam Kumaran: Like, I kind of want to see like has been reach out to.
70 00:14:27.270 ⇒ 00:14:30.479 Uttam Kumaran: So this can be basically check boxes.
71 00:14:30.860 ⇒ 00:14:31.840 Uttam Kumaran: Yeah.
72 00:14:35.360 ⇒ 00:14:40.508 Uttam Kumaran: because it’s so small like you’ll be able to quickly see who gets reached out to
73 00:14:41.750 ⇒ 00:14:44.019 Uttam Kumaran: So I think this would be helpful.
74 00:14:44.190 ⇒ 00:14:46.290 Uttam Kumaran: I’ll make this dollars
75 00:14:51.170 ⇒ 00:14:54.970 Uttam Kumaran: And then these ones. I really only care about the dates.
76 00:14:56.430 ⇒ 00:14:59.479 Uttam Kumaran: And actually, one thing that we can do is
77 00:15:00.090 ⇒ 00:15:04.039 Uttam Kumaran: we can do custom, date, and time and do
78 00:15:07.270 ⇒ 00:15:08.270 Uttam Kumaran: like this.
79 00:15:09.020 ⇒ 00:15:11.979 Uttam Kumaran: So it just makes this look a lot easier, you know.
80 00:15:22.720 ⇒ 00:15:24.069 Uttam Kumaran: great. Okay.
81 00:15:27.750 ⇒ 00:15:35.439 Uttam Kumaran: cool. So I think this would be helpful for us to be able to see here and then yes, let me know, like what you need for my email. It’s totally fine. I can give you that
82 00:15:35.730 ⇒ 00:15:42.310 Uttam Kumaran: so ideally that Mustafa is filling out. Are these 4? Right? So, yep.
83 00:15:47.930 ⇒ 00:15:48.710 Uttam Kumaran: Great.
84 00:15:53.440 ⇒ 00:15:55.030 Uttam Kumaran: Okay, cool.
85 00:15:55.210 ⇒ 00:16:04.639 Elissa Mae Cid: Okay, alright. So we’ll do the second approach. We agreed earlier. I’ll connect with him today, and then he’ll scrape everything to
86 00:16:05.900 ⇒ 00:16:15.650 Elissa Mae Cid: plot. All of the contact, name, or information here, and then we can start with the circle back and aid today.
87 00:16:16.420 ⇒ 00:16:27.350 Uttam Kumaran: Yeah. So I think what’s helpful is like, I just want like, my expectation for this meeting was that we we review the copy and we press play. So I don’t want. The thing is, these are so. These are all like
88 00:16:27.630 ⇒ 00:16:35.509 Uttam Kumaran: all like relationships we have. So I want us to be very careful like sending notes to everybody like in bulk.
89 00:16:35.965 ⇒ 00:16:41.290 Uttam Kumaran: So I do think that before we send anything I want to have another meeting.
90 00:16:42.105 ⇒ 00:16:53.809 Uttam Kumaran: For the next meeting. I kind of would like you could let me know in slack when all this has been filled out like these 3, and then I can review. And then we can have another meeting basically to
91 00:16:54.780 ⇒ 00:16:57.280 Uttam Kumaran: press, play, and set up the campaign.
92 00:16:58.310 ⇒ 00:17:05.160 Elissa Mae Cid: Alright. Okay. But do you? Are you okay with reviewing with the draft? Now.
93 00:17:05.440 ⇒ 00:17:08.829 Elissa Mae Cid: this is based on stage that they’re currently in.
94 00:17:08.839 ⇒ 00:17:11.499 Uttam Kumaran: Yeah, let’s let’s take a look at the drafts. Now.
95 00:17:12.190 ⇒ 00:17:12.980 Elissa Mae Cid: Okay.
96 00:17:26.382 ⇒ 00:17:27.659 Uttam Kumaran: So, okay, I have it here.
97 00:17:30.640 ⇒ 00:17:32.090 Elissa Mae Cid: Alright! There you go.
98 00:17:38.540 ⇒ 00:17:51.919 Elissa Mae Cid: So I prepared a Lincoln message. I will send this to all of the contacts that we will reach out to for every message that we will send. So the Lincoln is just more of lagging them. We sent them an email.
99 00:17:52.940 ⇒ 00:17:53.695 Uttam Kumaran: Okay,
100 00:18:01.560 ⇒ 00:18:07.860 Uttam Kumaran: anything, any chance we can do like, I 1st name.
101 00:18:09.050 ⇒ 00:18:09.620 Elissa Mae Cid: Yep.
102 00:19:10.280 ⇒ 00:19:12.659 Uttam Kumaran: Oh, okay. I think this is good.
103 00:19:30.490 ⇒ 00:19:33.880 Uttam Kumaran: Yeah, I think some of these are a little bit too like
104 00:19:36.250 ⇒ 00:19:39.439 Uttam Kumaran: I don’t know. I guess they’re a little bit too.
105 00:19:40.990 ⇒ 00:19:41.680 Elissa Mae Cid: Sure.
106 00:19:42.260 ⇒ 00:19:47.619 Uttam Kumaran: Salesy like, we don’t need to write email like this. You know. I I think
107 00:19:48.470 ⇒ 00:19:53.069 Uttam Kumaran: maybe I can lead a I could leave a couple of comments here.
108 00:19:56.360 ⇒ 00:20:02.620 Uttam Kumaran: So I so quick update since we last talked. Or
109 00:20:04.090 ⇒ 00:20:10.170 Uttam Kumaran: maybe it’s just more like, any way Rainforge can helpful.
110 00:20:13.260 ⇒ 00:20:16.700 Uttam Kumaran: Hi, 1st name been a while since we connected
111 00:20:21.060 ⇒ 00:20:26.410 Uttam Kumaran: a lot has changed here since our chat.
112 00:20:28.230 ⇒ 00:20:28.940 Uttam Kumaran: Here’s
113 00:21:10.160 ⇒ 00:21:16.979 Uttam Kumaran: so these emails are all again. All these people we’ve talked to before. So we can make these a little bit more like personal.
114 00:21:17.430 ⇒ 00:21:17.800 Elissa Mae Cid: Bye.
115 00:21:17.800 ⇒ 00:21:20.009 Uttam Kumaran: Say, like, Hey, hope you’re doing well.
116 00:21:20.200 ⇒ 00:21:21.070 Uttam Kumaran: It’s.
117 00:21:21.440 ⇒ 00:21:23.450 Elissa Mae Cid: Been a while since we.
118 00:21:23.810 ⇒ 00:21:37.220 Uttam Kumaran: Connected since we last chatted a lot has like we’ve continued to grow and work
119 00:21:38.100 ⇒ 00:21:43.459 Uttam Kumaran: with some great companies like XY.
120 00:21:44.250 ⇒ 00:21:45.440 Uttam Kumaran: Z.
121 00:21:46.180 ⇒ 00:21:59.250 Uttam Kumaran: Here’s that more about what we’re helping folks with
122 00:22:04.220 ⇒ 00:22:05.870 Uttam Kumaran: most clients
123 00:22:09.270 ⇒ 00:22:14.119 Uttam Kumaran: partner with us on 2 or 3 of these things.
124 00:22:46.660 ⇒ 00:22:49.460 Uttam Kumaran: and then my only feedback is.
125 00:22:50.010 ⇒ 00:22:57.700 Uttam Kumaran: and we add our new 60 min free workshop offer chat.
126 00:23:20.180 ⇒ 00:23:24.099 Uttam Kumaran: Yeah, it’d be great to to add the workshop offer to all of these.
127 00:23:25.650 ⇒ 00:23:26.390 Elissa Mae Cid: Okay.
128 00:23:37.660 ⇒ 00:23:39.549 Uttam Kumaran: I mean, also, like.
129 00:23:40.280 ⇒ 00:23:47.099 Uttam Kumaran: if it’s only gonna be like a hundred. I don’t know, Ryan. Maybe we shouldn’t even do this, and instantly, maybe we should do this in my gmail.
130 00:23:48.540 ⇒ 00:23:50.790 Ryan Brosas: Yeah, if it’s like.
131 00:23:51.100 ⇒ 00:24:06.890 Ryan Brosas: yeah, I think that’s the right move here. Because if you already like, reach out or have like connection with this type with this kind of client. You already have built some credibility and you didn’t. Yeah, I think that’s pretty much
132 00:24:07.509 ⇒ 00:24:31.849 Ryan Brosas: much more appropriate like action here, because, if we send it to like other domain, they would, you know. What is that? So I think your personal Gmail would be much more because they already have that. And they already familiarize with your email like, that’s more my thinking. There.
133 00:24:32.180 ⇒ 00:24:32.800 Uttam Kumaran: Okay.
134 00:24:35.450 ⇒ 00:24:54.290 Ryan Brosas: And yeah, so yeah, for the previous one. You don’t really need to like mention rainforge. Just say, any way, we can be helpful, or we can help you with, because they are familiar with you already.
135 00:24:59.940 ⇒ 00:25:01.114 Uttam Kumaran: Wait! Say that one more time.
136 00:25:02.219 ⇒ 00:25:09.410 Ryan Brosas: You don’t really need to mention rainforce on the subject, because they are familiar with you already.
137 00:25:09.890 ⇒ 00:25:18.510 Ryan Brosas: So for me, that’s really for me or just for me. It’s a bit salesy to to mention your brand on the subject line.
138 00:25:18.510 ⇒ 00:25:20.380 Uttam Kumaran: Oh, okay. Okay.
139 00:25:21.020 ⇒ 00:25:24.840 Ryan Brosas: Anyway, just just mentioned, we or.
140 00:25:25.430 ⇒ 00:25:26.300 Uttam Kumaran: I see.
141 00:25:30.730 ⇒ 00:25:32.110 Uttam Kumaran: okay, makes sense.
142 00:25:32.530 ⇒ 00:25:37.679 Uttam Kumaran: Okay, I’m okay with this. I think my only question is, can we add the workshop offer? And then
143 00:25:38.080 ⇒ 00:25:45.000 Uttam Kumaran: once we get all the emails, these can just be drafted, basically in my email, I think also,
144 00:25:48.560 ⇒ 00:25:50.539 Uttam Kumaran: oh, tag, you said here.
145 00:25:51.232 ⇒ 00:25:58.680 Uttam Kumaran: check with mustafa, or case, maybe check. With that they see how
146 00:26:00.650 ⇒ 00:26:04.499 Uttam Kumaran: we can draft these in bulk. Maybe.
147 00:26:06.480 ⇒ 00:26:07.290 Elissa Mae Cid: Alright!
148 00:26:08.420 ⇒ 00:26:09.090 Uttam Kumaran: Okay.
149 00:26:10.320 ⇒ 00:26:12.770 Elissa Mae Cid: Kz that’s K and zebra.
150 00:26:13.580 ⇒ 00:26:14.060 Uttam Kumaran: Casey.
151 00:26:14.060 ⇒ 00:26:16.550 Ryan Brosas: Let me see CASI.
152 00:26:16.550 ⇒ 00:26:17.090 Uttam Kumaran: I.
153 00:26:18.770 ⇒ 00:26:19.600 Elissa Mae Cid: Okay.
154 00:26:22.750 ⇒ 00:26:23.760 Elissa Mae Cid: okay.
155 00:26:24.200 ⇒ 00:26:48.749 Elissa Mae Cid: so just to give a quick run through. So we have different message for those leads that are in Circle back. We bundled the message for loss because of internal hiring. Wanted outsource. We but we also bundled the message for not right time dragging dragging feet and ghosted, and we have a separate message for out of budget.
156 00:26:50.740 ⇒ 00:26:51.100 Uttam Kumaran: Yep.
157 00:26:52.050 ⇒ 00:27:02.029 Elissa Mae Cid: Yeah, there you go, so I’ll connect with Mustafa. I’ll let him give the both that he can access your gmail to.
158 00:27:04.210 ⇒ 00:27:04.610 Uttam Kumaran: Okay.
159 00:27:04.610 ⇒ 00:27:09.429 Elissa Mae Cid: Create those email addresses. Yep. So I’ll ping you once it’s done.
160 00:27:10.520 ⇒ 00:27:11.230 Uttam Kumaran: Okay.
161 00:27:11.410 ⇒ 00:27:12.389 Uttam Kumaran: Alright. Thank you.
162 00:27:12.390 ⇒ 00:27:14.510 Elissa Mae Cid: Okay, thank you. Bye-bye.
163 00:27:14.510 ⇒ 00:27:15.260 Uttam Kumaran: Bye.