Meeting Title: Campaign Strategy and Prioritization Sync Date: 2025-08-13 Meeting participants: Robert Tseng, Elissa Mae Cid, Ryan Brosas
WEBVTT
1 00:01:57.620 ⇒ 00:01:59.000 Elissa Mae Cid: Hello, Robert.
2 00:02:00.580 ⇒ 00:02:01.790 Robert Tseng: Hey, Sid.
3 00:02:02.140 ⇒ 00:02:03.050 Elissa Mae Cid: Hmm.
4 00:02:03.930 ⇒ 00:02:04.759 Robert Tseng: Hey, Ryan.
5 00:02:08.780 ⇒ 00:02:09.130 Ryan Brosas: A.
6 00:02:09.139 ⇒ 00:02:12.679 Robert Tseng: Yeah, I don’t hear me. Yeah, I can hear you. I don’t want to take too much…
7 00:02:13.179 ⇒ 00:02:19.049 Robert Tseng: time of this one. I just want to know, like, what is going on? I feel like there’s just not much movement.
8 00:02:19.349 ⇒ 00:02:27.989 Robert Tseng: I know sometimes it’s like, you’re working on something for UTAM, sometimes you’re doing… I just… I just need to know what is being done and where.
9 00:02:27.990 ⇒ 00:02:28.360 Ryan Brosas: I can stop.
10 00:02:28.360 ⇒ 00:02:28.980 Robert Tseng: more.
11 00:02:29.180 ⇒ 00:02:32.130 Robert Tseng: So, I have this marketing hub pulled up, like.
12 00:02:32.520 ⇒ 00:02:37.850 Robert Tseng: I think this is a lot of random things, like, what… what are we… what are we spending our time on?
13 00:02:38.570 ⇒ 00:02:58.489 Ryan Brosas: Yeah, yesterday I had, like, an internet usage, outage, so I haven’t done anything done yet, but I will be doing the shop talk. I’ll also, like, the other stuff that… yeah, I think that’s pretty much it. I will be doing that today, and then if I have…
14 00:02:58.490 ⇒ 00:03:12.539 Ryan Brosas: well, I will be doing also the content stuff, the new, structure, or the pillars, and yeah, and if I have, time, I will be doing the, influencer.
15 00:03:13.640 ⇒ 00:03:30.449 Robert Tseng: Okay, let’s… let’s move… let’s do the influencer before the shop talk thing. I think the content, you’re… you’re always doing content, so I think, that you can keep that, but ShopTalk, we can delay another week. I feel like, the influencer, or, like, the other leads on, …
16 00:03:31.700 ⇒ 00:03:37.039 Robert Tseng: on these lists, I think this is necessary to give, Sid enough
17 00:03:37.630 ⇒ 00:03:45.029 Robert Tseng: like, to give her enough people to keep running comments on. So, let’s do this one first.
18 00:03:46.130 ⇒ 00:03:47.120 Ryan Brosas: Okay.
19 00:03:47.590 ⇒ 00:03:53.730 Robert Tseng: Yeah, and then… okay, that makes sense. And then, Sid, what about you?
20 00:03:54.570 ⇒ 00:04:13.749 Elissa Mae Cid: And Robert, so yesterday, I got stuck with the Circle Back Pass campaign, because unfortunately, the approach that we were trying to get on more contacts via Mustafa’s automation on Gmail, we only extracted
21 00:04:13.930 ⇒ 00:04:14.970 Elissa Mae Cid: at least…
22 00:04:15.110 ⇒ 00:04:31.540 Elissa Mae Cid: at least 14 contacts, so yesterday, about 2 hours, I did some research on the contacts from your Gmail, Uten’s Gmail, and Slack, so that took time. And then today, I was working on
23 00:04:31.650 ⇒ 00:04:44.129 Elissa Mae Cid: this… the three campaigning leads that were assigned to me, since they’re already, urgent as well, so I’m… right now, I’m creating the campaign draft. So I was supposed to…
24 00:04:44.760 ⇒ 00:04:58.550 Elissa Mae Cid: view as well the records for the Contento pipeline strategy, but was not able to do it because I also had a meeting with Casey to discuss on the workflow of the circle back.
25 00:05:00.190 ⇒ 00:05:05.410 Robert Tseng: Okay, so, circle back, I will help drive that to the end. What’s the second thing you said?
26 00:05:06.610 ⇒ 00:05:10.040 Elissa Mae Cid: The second thing is, so, other…
27 00:05:10.250 ⇒ 00:05:20.700 Elissa Mae Cid: campaign… so I’m creating the campaign draft for lookalike campaigns like ABC Home and Urban STEM, so I’m finished drafting for the ABC.
28 00:05:20.700 ⇒ 00:05:30.320 Elissa Mae Cid: For further discussion, or meeting with Ryan on the sequence steps, I just need this guidance on that. And then, now, I’m currently drafting urban steps.
29 00:05:31.250 ⇒ 00:05:37.439 Robert Tseng: … Can you show me those… yeah, can you show me, like, what briefs you’re drafting?
30 00:05:38.230 ⇒ 00:05:44.229 Elissa Mae Cid: Okay, alright, let me share my screen in a while. I’ll just pull up the campaign app.
31 00:05:44.520 ⇒ 00:05:45.100 Robert Tseng: Yeah.
32 00:06:00.320 ⇒ 00:06:06.259 Elissa Mae Cid: There you go. So now, it’s what Urban stands, so this is the campaign draft.
33 00:06:06.490 ⇒ 00:06:18.020 Elissa Mae Cid: So, for Urban STEM, it’s actually more faster than ABC Homes, since it’s the same with ABC Homes. I just copied the main deal.
34 00:06:18.020 ⇒ 00:06:29.329 Elissa Mae Cid: I just need to change the target audience, since it’s different from here. For the first touch message and follow-up, I’m also done with it as well, but this is for review from…
35 00:06:29.330 ⇒ 00:06:41.880 Elissa Mae Cid: you, Utam, and Hannah, and Ryan. So, for both, ABC and Urban Stems, I just need further guidance on the sequence setup and how to execute this.
36 00:06:48.540 ⇒ 00:06:52.000 Robert Tseng: Okay, I’m reviewing this.
37 00:07:01.610 ⇒ 00:07:10.650 Robert Tseng: I’m in Campaign Brief Template. Campaign Brief Templates… targeting companies.
38 00:07:10.650 ⇒ 00:07:11.130 Elissa Mae Cid: Pretty easily.
39 00:07:11.130 ⇒ 00:07:14.520 Robert Tseng: like Urban Stamps? Is that what I’m looking at? What am I looking at?
40 00:07:15.260 ⇒ 00:07:17.739 Elissa Mae Cid: Yes, targeting companies like Proven Steps.
41 00:07:17.740 ⇒ 00:07:18.350 Robert Tseng: Okay.
42 00:07:28.770 ⇒ 00:07:30.500 Robert Tseng: Yeah, okay, so I think…
43 00:07:30.810 ⇒ 00:07:37.990 Robert Tseng: I think the bottleneck is on the… on the… on creating briefs. I don’t really… like, I…
44 00:07:39.970 ⇒ 00:07:53.349 Robert Tseng: Okay, I’m sorry that Utam spent time with you doing this campaign brief template, and he basically had you do all this stuff. I just… I just feel like we got stuck on this for quite a while. I’m… I would probably…
45 00:07:53.690 ⇒ 00:08:05.609 Robert Tseng: On the lookalike, let’s pause that. Let’s just get the circle back one done. I don’t want you to work on two campaigns at a time, seems like we’re getting stuck there. And I’m gonna change the way that we… we do the briefs,
46 00:08:06.380 ⇒ 00:08:07.870 Robert Tseng: I’ll replace the share.
47 00:08:08.010 ⇒ 00:08:14.980 Robert Tseng: So, yeah, I mean, just to make it more crisp, like, so I kind of built this out for you, you can go and watch the videos later, but…
48 00:08:15.160 ⇒ 00:08:20.659 Robert Tseng: On the, … It’s a little strategy for me.
49 00:08:21.300 ⇒ 00:08:22.210 Robert Tseng: Beautiful.
50 00:08:24.110 ⇒ 00:08:31.360 Robert Tseng: But… … We’re…
51 00:08:32.900 ⇒ 00:08:41.049 Robert Tseng: Okay, so, like, I guess we can all help kind of move some of this stuff over, but I guess right now, what we have currently on the circle back
52 00:08:41.559 ⇒ 00:08:47.070 Robert Tseng: We’ll just start there, because that’s what’s mostly done. We have first touch, second touch, day seven.
53 00:08:47.220 ⇒ 00:08:48.050 Robert Tseng: …
54 00:08:48.540 ⇒ 00:08:55.099 Robert Tseng: Yeah, I mean, I think this is somewhat helpful. I think I basically tried to do the same thing in Google Sheets, although I think, …
55 00:08:55.890 ⇒ 00:09:07.439 Robert Tseng: I’ll probably restructure this. I’m using this as, like, the neutral intro playbook example. So yeah, this is the first touch, second touch, or, like, kind of… there’s different scenarios that, like, and I think…
56 00:09:07.560 ⇒ 00:09:10.849 Robert Tseng: Yeah, we have a lot of random documentation here, but I…
57 00:09:11.010 ⇒ 00:09:15.340 Robert Tseng: I wonder if this is… I mean, I guess this is… seems like it’s, like.
58 00:09:16.550 ⇒ 00:09:24.629 Robert Tseng: it’s a little bit too much, like, I… I wonder if we should just make it much simpler and turn it into, like, a spreadsheet playbook.
59 00:09:24.810 ⇒ 00:09:25.610 Robert Tseng: ….
60 00:09:25.610 ⇒ 00:09:26.230 Elissa Mae Cid: -
61 00:09:26.890 ⇒ 00:09:31.880 Robert Tseng: Yeah, so I think I might just, like, help migrate some of this over into the Circleback campaign.
62 00:09:32.070 ⇒ 00:09:46.759 Robert Tseng: That way you have a very clear script, and you just kind of pick options based off of… based off the stage that the… that the, lead… lead goes through. So, I do think this is a little bit too general, like, it’s not accounting for the different scenarios.
63 00:09:46.890 ⇒ 00:09:51.110 Robert Tseng: So yeah, I think I will help with the circle back, we’ll finish the…
64 00:09:51.290 ⇒ 00:10:02.979 Robert Tseng: the briefs or whatever, the content there. I do think that we’re sending too much content in the first email back, so, it’s probably, like, I do think it needs to be edited. I’m looking back at this.
65 00:10:03.090 ⇒ 00:10:18.869 Robert Tseng: like, I don’t know, like, Sander, for example, I know Sander, or actually, I’ll just use Jesse. Jesse, I spoke with him last month, I’m not gonna send him 5 links, it just, like, doesn’t make sense. So, I… I think we have to… this has to be a bit more…
66 00:10:19.050 ⇒ 00:10:30.259 Robert Tseng: phased… phased out. I guess… I’m curious, like, who… did you draft this from scratch, or did Uten tell you to do this? Or, like, how did we end up with this being the final… final draft?
67 00:10:31.190 ⇒ 00:10:33.920 Elissa Mae Cid: Okay, so, …
68 00:10:34.200 ⇒ 00:10:47.909 Elissa Mae Cid: So, we did a lot of revisions, and this was the final revision that we agreed. So, in the first email that we drafted, there were no links added, so it was, part of the advice to have all of the links added here.
69 00:10:49.050 ⇒ 00:10:49.720 Robert Tseng: Yeah.
70 00:10:50.120 ⇒ 00:10:51.610 Elissa Mae Cid: Wow. ….
71 00:10:53.420 ⇒ 00:10:56.349 Robert Tseng: Okay. Well, I just think that we need to…
72 00:10:57.230 ⇒ 00:11:01.629 Robert Tseng: If this is the list of people, … what is it?
73 00:11:01.960 ⇒ 00:11:04.309 Robert Tseng: How many people are on this list? About 100.
74 00:11:04.660 ⇒ 00:11:13.219 Robert Tseng: … Next step, create close date, contact, never reached out, …
75 00:11:13.550 ⇒ 00:11:20.770 Robert Tseng: Yeah, okay, so I think my goal today is to basically help make sure that the content is done, so I’m gonna…
76 00:11:20.940 ⇒ 00:11:26.860 Robert Tseng: Get this brief into… playbook format.
77 00:11:27.130 ⇒ 00:11:32.119 Robert Tseng: I think some of these drafts may have to be revised. I don’t think we would send the same message to every person.
78 00:11:32.390 ⇒ 00:11:35.299 Robert Tseng: I probably will strip out a couple of the things as well.
79 00:11:35.460 ⇒ 00:11:42.170 Robert Tseng: And then, yeah, like, my goal is to make sure this is, like, ready to start sending, like, at end of day, so…
80 00:11:42.390 ⇒ 00:11:44.249 Robert Tseng: We’ll start with that.
81 00:11:44.870 ⇒ 00:11:47.190 Robert Tseng: And, yeah, I think…
82 00:11:48.000 ⇒ 00:11:58.470 Robert Tseng: Yeah, the lookalike stuff, you can pause there, like, I’ll… we’ll… we’ll have to update the… the brief there. I mean, I can create another one here, and just, in order of priority, just call it…
83 00:11:59.780 ⇒ 00:12:02.040 Robert Tseng: It’s, look alike.
84 00:12:03.860 ⇒ 00:12:07.229 Robert Tseng: That one, it’s good enough.
85 00:12:07.610 ⇒ 00:12:08.650 Robert Tseng: …
86 00:12:09.460 ⇒ 00:12:28.990 Robert Tseng: Yeah, okay. So, I mean, I want you to be able to execute on some of this stuff, too, because I know that you’re not hitting your volume targets. So, there is already a live playbook here, so I would appreciate if you could just use this, like, you’re just picking one of these four options, and you’re hitting this…
87 00:12:30.180 ⇒ 00:12:44.760 Robert Tseng: this… this list, I’ve been manually adding these people daily. I mean, it’s not that many, but it’s fine. Like, I think these are highly curated people, like, I went and I, like, I picked them out myself, and I wrote notes, like, and, like.
88 00:12:44.970 ⇒ 00:12:57.159 Robert Tseng: we can run this playbook, and you can start tracking them here. So, I mean, I’m doing everything I can to give you leads, to also help you, like, streamline the brief, so that you know exactly what message you need to run at which stage.
89 00:12:57.160 ⇒ 00:13:05.169 Robert Tseng: And I just… I need to… I need to see, like, you actually reaching out to people. We don’t need to spend so much time strategizing.
90 00:13:05.170 ⇒ 00:13:12.910 Robert Tseng: We don’t need 5 people doing strategy. So, like, if you get stuck on, on, like, content or whatever, on the strategy side.
91 00:13:13.010 ⇒ 00:13:21.850 Robert Tseng: I… I will… I will finish it. Like, I… I think that’s… that’s… I… I… we… we haven’t sent any of these messages out yet, so…
92 00:13:22.200 ⇒ 00:13:39.609 Robert Tseng: I just… that’s… that’s urgent to me. Like, we’ve just been stuck in strategy for weeks, and, like, no… no message has been sent yet. So, … yeah, I think I’m… I’m just trying to pick different pieces off until it’s very easy for you to just take a list, and then you can execute against it.
93 00:13:40.650 ⇒ 00:13:49.000 Elissa Mae Cid: Alright. Copy, Robert. So after this meeting, I’ll focus on the content pipeline. I’ll watch all the videos posted
94 00:13:49.700 ⇒ 00:13:50.620 Elissa Mae Cid: Monday.
95 00:13:52.050 ⇒ 00:13:52.650 Robert Tseng: Yeah.
96 00:13:52.890 ⇒ 00:14:07.000 Robert Tseng: Okay, so, yeah, so comments, yeah, comments and messages here, like, I think he’d be able to get out some from there. Like, yeah, the circle back, we’ll add in… I mean, hopefully we can go live tomorrow, but I’ll make sure that that’s that.
97 00:14:07.290 ⇒ 00:14:08.080 Robert Tseng: So….
98 00:14:09.200 ⇒ 00:14:10.120 Elissa Mae Cid: Alright.
99 00:14:11.860 ⇒ 00:14:21.839 Robert Tseng: Okay, cool. So that’s where I’ll follow up on today. Yeah, we can… we can pause, we can… we can push the lookalike way back. We’ll just do one campaign at a time. We’ll go all the way.
100 00:14:23.120 ⇒ 00:14:27.769 Elissa Mae Cid: Copy on that. Alright, I’ll execute now the comprehensive pipe. Thank you so much.
101 00:14:27.770 ⇒ 00:14:28.300 Robert Tseng: Alright.
102 00:14:28.410 ⇒ 00:14:30.230 Robert Tseng: Yep, alright, thanks, Ed. Bye.
103 00:14:30.230 ⇒ 00:14:30.940 Ryan Brosas: Thank you, guys.
104 00:14:30.940 ⇒ 00:14:31.390 Elissa Mae Cid: do.