Meeting Title: Brainforge Weekly Kickoff Call Date: 2025-09-02 Meeting participants: Jake Nathan, Hannah Wang, solrios, Ryan Brosas, Robert Tseng


WEBVTT

1 00:00:20.160 00:00:21.690 Hannah Wang: Hey, good morning.

2 00:00:21.690 00:00:23.270 Jake Nathan: Hey, good morning, Hannah.

3 00:00:24.490 00:00:25.839 Jake Nathan: How are you doing?

4 00:00:27.090 00:00:33.210 Hannah Wang: I… just got back yesterday from Yosemite, so I am…

5 00:00:33.390 00:00:34.090 Jake Nathan: No way.

6 00:00:34.090 00:00:36.240 Hannah Wang: Recovering.

7 00:00:36.240 00:00:38.870 Jake Nathan: That’s awesome. Was it… was it fun?

8 00:00:39.250 00:00:44.909 Hannah Wang: Yeah, yeah, I mean, I went last year with the same group of friends,

9 00:00:45.420 00:00:54.739 Hannah Wang: But yeah, obviously it’s crowded over Labor Day weekend, but yeah, it was… it was fun. There was, like, 7 of us.

10 00:00:54.890 00:00:58.670 Hannah Wang: going, so we all just…

11 00:00:58.860 00:01:01.990 Hannah Wang: Squeezed in a campsite, but it was… it was good.

12 00:01:02.630 00:01:03.220 solrios: Hey, guys.

13 00:01:03.220 00:01:05.050 Jake Nathan: So… That’s awesome.

14 00:01:05.890 00:01:06.555 Hannah Wang: Yay.

15 00:01:10.350 00:01:12.879 Hannah Wang: Did you do anything over Labor Day weekend?

16 00:01:13.640 00:01:16.109 solrios: Not really, I mean, I live in Mexico, so…

17 00:01:16.110 00:01:20.519 Hannah Wang: Yeah. That is not celebrating me here, so… Yeah.

18 00:01:20.520 00:01:24.689 solrios: Home here, yeah, just resting. It was a good weekend, though.

19 00:01:25.950 00:01:27.029 Hannah Wang: How about you, Jake?

20 00:01:28.440 00:01:30.170 Jake Nathan: Yeah, I was,

21 00:01:30.530 00:01:40.049 Jake Nathan: at the beach this weekend, just at Texas Beach, so a few hours away, so yeah, I spent some time with my family and my fiancee there, so it was a good…

22 00:01:40.140 00:01:51.799 Jake Nathan: It was a good weekend. You said you, you went to Yosemite last year, so do you, like, I guess, do you do a lot of camping, or hiking, or, yeah, is that, like, a big interest of yours?

23 00:01:51.800 00:02:00.930 Hannah Wang: Yeah, my… my husband and I, we like to go to national parks and do a bunch of hikes, so I guess… we hit…

24 00:02:01.360 00:02:07.960 Hannah Wang: Yeah, we’re trying to hit as many as possible before trying to start a family, so…

25 00:02:08.169 00:02:15.320 Hannah Wang: Yeah, we’re… we hit around… I think 15 since we got married 2 years ago, so…

26 00:02:16.390 00:02:18.580 Hannah Wang: Yeah, we’re pretty tired, but .

27 00:02:18.580 00:02:20.690 solrios: Yeah.

28 00:02:20.690 00:02:29.059 Hannah Wang: I live in LA, so, Yosemite is pretty… not that close, it’s, like, a 6-hour drive. Okay. But…

29 00:02:29.430 00:02:33.949 Hannah Wang: Yeah, so there’s a lot in California, so that’s… that’s nice.

30 00:02:33.950 00:02:39.010 solrios: Downtown LA, my mother lives in Lancaster. Actually, I’m going there this weekend.

31 00:02:39.200 00:02:43.930 solrios: Oh, no way, I… I don’t live in downtown, I live in… I live closer to Santa Monica.

32 00:02:43.930 00:02:48.120 Hannah Wang: I live in Culver City, but…

33 00:02:48.320 00:02:53.240 Hannah Wang: Oh, yeah, I didn’t know your mom… your mom was there, and you’ll be here, that’s… that’s cool.

34 00:02:53.240 00:02:53.630 solrios: No.

35 00:02:53.630 00:02:54.200 Hannah Wang: nope.

36 00:02:56.460 00:03:03.650 Hannah Wang: I do believe… Robert will be joining, but…

37 00:03:05.320 00:03:13.569 Hannah Wang: It’s probably nighttime for him, because he’s in Asia, so we’ll see. He’s not online right now, but I guess…

38 00:03:14.150 00:03:18.910 solrios: Oh, I thought he’s, he was joining a bit, so probably, yeah.

39 00:03:18.910 00:03:23.939 Hannah Wang: Yeah, I don’t see him online on Slack, but hopefully he’ll… he’ll make it.

40 00:03:24.130 00:03:34.840 Hannah Wang: But… Anyway, yeah, I didn’t… also, the beach in Texas, is that… Tao?

41 00:03:35.650 00:03:40.869 Hannah Wang: I was like, where is the water near Texas? But, okay.

42 00:03:41.730 00:03:46.980 Jake Nathan: basically as safe as it gets. So yeah, it was… it was a good time.

43 00:03:47.310 00:03:51.820 Hannah Wang: Yeah, I… I feel like I take the beach for granted, because…

44 00:03:52.820 00:04:03.809 Hannah Wang: I, like, grew up in California my whole life, basically, and I… I’m not a huge beach person, so I don’t go that much, but I feel like if I move to

45 00:04:03.930 00:04:08.670 Hannah Wang: a state that’s, like, landlocked, basically. I need water.

46 00:04:08.670 00:04:17.890 Jake Nathan: That’s funny, yeah. I would… honestly, I think you’d be offended by me saying a beach compared to, like, the Texas…

47 00:04:22.750 00:04:24.459 Jake Nathan: They’re just not even in the same.

48 00:04:25.030 00:04:27.959 Hannah Wang: Yeah, it’s… I… yeah.

49 00:04:28.190 00:04:34.089 Hannah Wang: Although some of the beaches in California, they’re not… they’re not the best. They’re kind of dirty, really crowded.

50 00:04:34.350 00:04:37.859 Hannah Wang: A lot of trash, so it’s a hit or miss here.

51 00:04:39.530 00:04:43.070 Hannah Wang: But okay, I see Robert is here.

52 00:04:43.070 00:04:43.560 Robert Tseng: Hello.

53 00:04:43.920 00:04:45.469 Hannah Wang: Hello? Yes, I’m here.

54 00:04:45.720 00:04:46.970 Hannah Wang: Aye. Yep.

55 00:04:47.280 00:04:50.559 Robert Tseng: Sorry, no camera for me, I’m still, I’m still out.

56 00:04:50.740 00:04:56.380 Robert Tseng: It’s good, it’s like 9pm here, I just finished dinner, gonna head back to…

57 00:04:56.700 00:05:01.319 Robert Tseng: my hostel soon. But, yeah, going, going well.

58 00:05:02.190 00:05:04.520 Robert Tseng: Hope you’re… hope you guys had a good long weekend.

59 00:05:05.840 00:05:07.669 Hannah Wang: Yeah, we were just talking about it.

60 00:05:07.970 00:05:12.249 Robert Tseng: Yeah, I heard something about beaches, and people were trashing on LA beaches, which.

61 00:05:12.760 00:05:14.950 Hannah Wang: I, I was trashing on it.

62 00:05:14.950 00:05:15.549 Robert Tseng: Oh, you like it.

63 00:05:15.550 00:05:21.230 Hannah Wang: some of the beaches here. I’ll just say, some of them are terrible, some of them are very nice.

64 00:05:21.230 00:05:25.100 Robert Tseng: Yes, I agree, I agree with that. I only like one beach, and you know which one that is.

65 00:05:25.100 00:05:26.650 Hannah Wang: Yeah, yeah.

66 00:05:27.060 00:05:31.339 Hannah Wang: Okay, so I don’t know, Robert, if you wanted to…

67 00:05:31.480 00:05:38.320 Hannah Wang: kind of drive… I can kind of ask everyone how it’s going, or if you…

68 00:05:38.320 00:05:50.860 Robert Tseng: Yeah, sorry, I don’t have, like, a doc pulled up here, but I think since we have everyone here, I think this might be the first, weekly kickoff call that, Jake has joined, so, I guess he’s kind of introduced himself, but just to kind of reiterate.

69 00:05:50.860 00:05:58.790 Robert Tseng: Yeah, Jake is helping us with content, you’ll see him more active in the channels if you ask for anything, any help. Would appreciate it if, you guys jump in.

70 00:05:58.790 00:06:13.189 Robert Tseng: And then Sol is pretty new here, too, so it’s only been one week for her, so I know this team has, has grown, and we’re continuing to go after new initiatives. So, this call is really just to kind of get us online on…

71 00:06:13.190 00:06:28.130 Robert Tseng: what we need to get going in the week. Generally, you know, I ask for every person here to come with, like, their ID… their plans, and we can… I don’t want this to be, like, an execution call, like, where I’m just walking through a bunch of workflows, but…

72 00:06:28.130 00:06:41.899 Robert Tseng: you know, when we’re launching new campaigns, running new experiments, anything that you need feedback on from me and Utam joins us calls usually as well. We kind of want to just be able to provide that, direction

73 00:06:41.990 00:06:54.370 Robert Tseng: on this call, and let you guys just be able to go and run with it. And then, obviously, we check in in the middle of the week as well, just to see if we need to make any adjustments. But, yeah, I think these calls are less about me, like, kind of…

74 00:06:54.490 00:06:58.529 Robert Tseng: running through things, although I typically do like to kind of start with

75 00:06:58.680 00:07:10.219 Robert Tseng: kind of pulling up just our goals for the quarter and stuff, but I won’t do that today, just because I don’t have it in front of me. So, yeah, I guess, you know.

76 00:07:10.250 00:07:28.579 Robert Tseng: I’ll just kind of go one by one, just want to hear from each of you kind of what you have going on this week at a high level, what feedback you need from me, and then, yeah, I guess, you know, each of you have certain targets that you are trying to hit, so I just kind of want to make sure that we’re on track to

77 00:07:28.740 00:07:29.940 Robert Tseng: Let’s do that as well.

78 00:07:33.590 00:07:36.099 Hannah Wang: You can pick on someone to go first, I guess.

79 00:07:36.310 00:07:38.189 Robert Tseng: Alright, we’ll go with Hannah, since.

80 00:07:38.190 00:07:38.890 Hannah Wang: I don’t know.

81 00:07:38.890 00:07:41.740 Robert Tseng: I’m not looking at my screen, I’m just hearing voices.

82 00:07:42.200 00:07:54.389 Hannah Wang: Okay, yeah, so this, like, on the partnership side, we still have the, ShopTalk activation, and there was a thread in the go-to-market

83 00:07:54.440 00:08:03.369 Hannah Wang: channel, but it’s okay if you haven’t looked at it. Basically, we… basically, Ryan, like, sent the 64 requests, on the portal.

84 00:08:03.370 00:08:09.940 Robert Tseng: Tom’s account as well. Yeah, we’re also targeting them, inviting them to the activation event. Is that the one you’re talking about?

85 00:08:09.940 00:08:23.319 Hannah Wang: Yeah, yeah, yeah. So, I don’t know if you looked at that thread, I had, like, a question, but Uten basically had input, I don’t know if you, like, agree or disagree with him, but we sent the 64, and then we also…

86 00:08:23.460 00:08:30.440 Hannah Wang: looked… I also… I’m also… I’m waking up, sorry, so my…

87 00:08:30.440 00:08:30.790 Robert Tseng: All good.

88 00:08:30.790 00:08:39.970 Hannah Wang: all over the place. But there’s also people beyond that 64 that we want to, I guess, hit that are within our ICP.

89 00:08:39.970 00:08:42.490 Robert Tseng: Yeah, that Ryan found on the portal, yeah.

90 00:08:42.490 00:08:53.899 Hannah Wang: Yeah, and I also helped them do that as well, so my question was, like, do we just… even if we sent out the 64 invites to the people on the portal, like, do we still want to hit them with the…

91 00:08:54.050 00:09:07.149 Hannah Wang: the activation invite, like, hey, we’re going to this activation, you’re invited. Or we’re going to the spa event, you’re invited as well. Like, do we want to send that to that 64 as well? Or is it, like, redundant?

92 00:09:07.450 00:09:26.750 Robert Tseng: I think what we can do, yeah, I mean, I don’t expect all of… obviously, we’re putting a cap on the event, so it’s going to be some limited attendance, but… Yeah. I think we can add more than… we can use the portal to send more than 65 messages, and then after that, we can use my account to just kind of follow up with them, be like, hey, I know…

93 00:09:27.260 00:09:29.540 Robert Tseng: You know, we… we booked…

94 00:09:29.800 00:09:43.649 Robert Tseng: like, you may not… like, yeah, like, I’m kind of maxed out on meetings, and the… in the whatever, whatever, whatever they call it, roundtable or something, or lightning talks, or I don’t know what they call it, but, like, yeah, it would be… would be good, like, just, you know.

95 00:09:43.750 00:10:02.560 Robert Tseng: would be great to, like, see you at the conference or something. Like, Ryan can use something similar to what I… what we… what I ran for Talent Commerce. That was good. I was able to talk to, like, about 12 people before I even attended the event, and then I met, like, 5 of them in person at the event, and it was…

96 00:10:02.560 00:10:15.749 Robert Tseng: we are able to do follow-ups after that. So, it’s not like an invitation, but just, like, still letting… trying to send a message to them in the portal, and then also, you know, being able to just connect with them in a kind of authentic way.

97 00:10:16.660 00:10:18.860 Hannah Wang: Brian, are you able… able to…

98 00:10:19.790 00:10:20.500 Robert Tseng: Because I didn’t think.

99 00:10:20.500 00:10:22.440 Hannah Wang: Robert, are you seeing… You can go…

100 00:10:22.440 00:10:30.189 Robert Tseng: Yeah, I think you can send as many as you want, but I think they just… you may not be able to get the same visibility, they don’t promise you

101 00:10:30.310 00:10:43.090 Robert Tseng: I mean, yeah, like, I think people just… their inboxes get, like, full or whatever, so I… I’m not… I don’t think there’s actually a cap on the number of invites you can set… messages you can send, but, I think it may… it just may not… they may not actually see it.

102 00:10:44.720 00:10:48.909 Hannah Wang: Okay, because I know, also, last time we were thinking about sending the invite.

103 00:10:49.300 00:10:59.990 Hannah Wang: on behalf of Brainforge, and doing that through UTOM’s, so not using your account at all, and just inviting them through UTAMS email and LinkedIn.

104 00:11:00.620 00:11:04.619 Robert Tseng: Oh, yeah, I see, I see what you’re saying. Well…

105 00:11:04.850 00:11:07.150 Robert Tseng: I guess what I was saying was…

106 00:11:08.310 00:11:15.580 Robert Tseng: Okay, so, you know, if it’s just easier to just send the same message, that’s fine, but, like, I kind of… I would want to connect with them as well, you know?

107 00:11:15.580 00:11:16.440 Hannah Wang: Okay.

108 00:11:16.740 00:11:20.930 Robert Tseng: Yeah, because UTAM’s not gonna actually be at the event. I will… I will be the one at the event.

109 00:11:21.080 00:11:22.290 Hannah Wang: Oh, okay.

110 00:11:22.290 00:11:22.850 Robert Tseng: Yeah.

111 00:11:24.090 00:11:25.330 Hannah Wang: So, but…

112 00:11:25.670 00:11:31.959 Hannah Wang: then I guess I think I’d need help with messaging, and I can send that to you offline,

113 00:11:32.390 00:11:40.320 Hannah Wang: Because I think the messaging is, like, on behalf of Brainforge, like, we’re host… Brainforge is hosting it, but obviously, like, you’re not going as Brainforge, so…

114 00:11:40.740 00:11:47.899 Robert Tseng: Yeah, okay. Well… Yeah, sure. I, I, I mean, I guess just the…

115 00:11:49.320 00:11:53.749 Hannah Wang: Or just be like, I’m going to the spa event, would love for you to come, here’s the link, or something.

116 00:11:56.230 00:12:02.950 Robert Tseng: I mean, have we gotten any responses yet? Like, are we still trying… I guess I was actually saying that we shouldn’t send more spa invites.

117 00:12:04.260 00:12:11.779 Hannah Wang: So, I don’t… okay, so I think what Ryan did was just send… Ryan, you can chime in here, but I think Ryan just sent…

118 00:12:12.420 00:12:13.530 Hannah Wang: a request.

119 00:12:13.780 00:12:20.539 Hannah Wang: But it wasn’t a message. So I… for the shop talk, like, the spa event, I don’t think we actually did anything yet.

120 00:12:20.740 00:12:32.800 Hannah Wang: Like, I think the next step was to scrape all the leads that we found through the portal, and get their email and LinkedIn, and then start the activate… start, like, the campaign sequence for inviting them to the…

121 00:12:32.800 00:12:35.969 Robert Tseng: What did we… we sent, like, a LinkedIn in-mail, or what?

122 00:12:36.630 00:12:38.150 Hannah Wang: Brian, could you chime in here?

123 00:12:38.650 00:12:39.420 Hannah Wang: portal.

124 00:12:39.830 00:12:51.010 Ryan Brosas: So, we sent, like, there’s, like, a… interested, or… I think that is on the dashboard, let’s…

125 00:12:51.620 00:12:53.890 Hannah Wang: Are you able to see a shared screen, Robert?

126 00:12:53.890 00:12:54.809 Robert Tseng: Yeah, I can.

127 00:12:54.810 00:12:56.900 Hannah Wang: Okay, then Ryan, could you share your screen?

128 00:12:57.030 00:12:58.229 Hannah Wang: If you can.

129 00:13:07.050 00:13:14.340 Hannah Wang: Like, I think it’s just, like, you hit a button, and it’s like, I want to talk to you, but I think… I don’t think you can send a message.

130 00:13:14.340 00:13:17.479 Robert Tseng: Right, but I’m saying from Utam’s account, didn’t we…

131 00:13:19.220 00:13:23.250 Robert Tseng: Sorry, I just, like, without a visual, I can’t under… I don’t understand the sequence.

132 00:13:23.630 00:13:28.809 Robert Tseng: Yeah, I understand the request here, but I, like, how does… how is this related to the spa event?

133 00:13:29.800 00:13:35.070 Hannah Wang: So we didn’t do anything for the… for Uoutan’s… from Utam’s thing yet.

134 00:13:35.680 00:13:40.670 Robert Tseng: Okay, so all we did was we… we sent the 64 here. That’s… that’s what, that’s what you’re… that’s the update.

135 00:13:40.670 00:13:47.219 Hannah Wang: Yes, yes, basically. And then my question was, like, do we… with… with the… with this.

136 00:13:47.350 00:13:53.919 Hannah Wang: Okay, so I guess, since now you know that we didn’t send the 64, is it okay if we send the 64 through Uten’s step?

137 00:13:53.920 00:14:00.170 Robert Tseng: Yeah, yeah, yeah. Okay, I assumed that that was done, and we were trying to get more than the 64.

138 00:14:01.210 00:14:07.740 Hannah Wang: I say no. Yeah, so I’ll do that. We have the 64, and then we have another, like.

139 00:14:08.160 00:14:09.700 Hannah Wang: 10 to 12, and we will also.

140 00:14:09.700 00:14:15.920 Robert Tseng: So I was saying the additional list can just be from me, and it’s just, like, a personal kind of thing. Okay, okay. Yeah.

141 00:14:16.220 00:14:22.180 Hannah Wang: So we’ll have, like, kind of two parallel things going on, one for you, one for Utam. Okay, yep, we’ll do that this week.

142 00:14:22.180 00:14:23.420 Robert Tseng: Okay, cool.

143 00:14:23.420 00:14:25.390 Hannah Wang: Sorry, that was confusing.

144 00:14:25.390 00:14:25.710 Robert Tseng: No worries.

145 00:14:26.110 00:14:41.429 Hannah Wang: So that’s the ShopTalk stuff. So, Ryan, if you had a chance to scrape the leads there, then we’ll start the sequence for Utam. And then with the orange category people, we can also hit them up on LinkedIn. But we can talk offline for that, Ryan.

146 00:14:41.610 00:14:47.410 Hannah Wang: And then for… I guess another update for,

147 00:14:47.540 00:15:03.950 Hannah Wang: corral data, I reached back out to them, because they said they’d get back to us, and then I’m gonna book a meeting with Lauren, the marketing head, to do, like, a collab webinar and promo, and then I think, depending on how that goes, we’ll kind of see, like, how to…

148 00:15:04.980 00:15:08.310 Hannah Wang: Put out additional collateral and partner together.

149 00:15:08.310 00:15:10.670 Robert Tseng: Okay. So I’ll have that meeting.

150 00:15:10.750 00:15:12.310 Hannah Wang: And then I know…

151 00:15:12.900 00:15:18.610 Robert Tseng: On the corral note, there’s another follow-up there. I wonder if you could just consolidate it,

152 00:15:18.790 00:15:23.820 Robert Tseng: I don’t know if yours looped in for that call, so maybe… or that email thread, so maybe I just need to…

153 00:15:23.840 00:15:41.439 Robert Tseng: to loop you into it, but we’re trying to move forward with Corral on a client that they’re trying to bring us onto. I don’t know if you were aware of that. Things kind of stalled out. They were waiting for us to give them some more materials. It was like… it’s like a P-backed, like, health clinic. They have a whole network there, whatever, so…

154 00:15:42.300 00:15:49.860 Robert Tseng: Yeah, so I think that’s… that’s another thing that I just want to put on your radar, that… yeah. So, I think… well, whenever…

155 00:15:49.980 00:16:02.019 Robert Tseng: Yeah, I know you’re working with the marketing or partnership teams for these vendor partners, but if we’re also pursuing a deal with them, I kind of want to just… I want to, like, also consolidate and have you be involved there, too.

156 00:16:02.710 00:16:07.279 Hannah Wang: Yeah, so just CC me into that thread, I don’t have that thread.

157 00:16:07.430 00:16:07.800 Robert Tseng: Okay.

158 00:16:07.800 00:16:09.069 Hannah Wang: Yeah.

159 00:16:13.220 00:16:14.459 Robert Tseng: Yeah, I think…

160 00:16:14.480 00:16:20.990 Hannah Wang: Those are the biggest… updates that I can think of from the partnership side?

161 00:16:21.680 00:16:22.350 Hannah Wang: Okay.

162 00:16:22.350 00:16:28.689 Robert Tseng: Great. And then, I don’t know if you’re still using the tracker sheet, but if you have, like, a few that you want me to just scan through and just

163 00:16:28.980 00:16:37.259 Robert Tseng: Like, maybe 10 a week is a bit too much, but just want to get a view of, like, every active partner that we’re taking action on this week.

164 00:16:37.260 00:16:37.970 Hannah Wang: Okay.

165 00:16:37.970 00:16:40.790 Robert Tseng: Yeah. Yeah, I think that would… that would be helpful to…

166 00:16:40.790 00:16:41.180 Hannah Wang: Okay.

167 00:16:41.180 00:16:48.840 Robert Tseng: I know there’s stuff moving on fresh paint and stuff like that, so I just want to just be able to make sure that we’re… have a good view on that.

168 00:16:49.530 00:16:57.020 Hannah Wang: And how… how should I go about, like, updating that tracker on HubSpot? Because I don’t want to update too many things.

169 00:16:57.020 00:16:58.929 Robert Tseng: I really don’t think you need to do HubSpot.

170 00:16:58.930 00:16:59.360 Hannah Wang: Okay.

171 00:16:59.360 00:17:03.160 Robert Tseng: For the partner stuff, because it’s not, like, moving that quickly.

172 00:17:04.970 00:17:11.640 Robert Tseng: Yeah, I think the Google Sheets are probably fine, it’s just probably easier for you to manage, because the volume’s not that high anyway, right?

173 00:17:11.640 00:17:14.580 Hannah Wang: Yeah, yeah. Okay, I’ll update the sheet.

174 00:17:14.920 00:17:15.560 Robert Tseng: Okay.

175 00:17:17.859 00:17:20.970 Hannah Wang: Alright, who wants to go next?

176 00:17:21.200 00:17:22.789 Robert Tseng: You can pick the next person.

177 00:17:23.599 00:17:26.789 Jake Nathan: Okay, Jake, you’re unmuted, so you can go.

178 00:17:26.790 00:17:47.460 Jake Nathan: Yeah, so I think I’ve met all of y’all, and I appreciate, all the, all the help and, and Slack this week. Just to kind of refresh and reset again, like, my role is, like, really two things as far as deliverables go. One, our client testimonials, so I’m gonna be trying to work with

179 00:17:47.680 00:17:54.390 Jake Nathan: the existing clients or past clients that Brainforge has, and try to storytell around that and create

180 00:17:54.870 00:17:56.220 Jake Nathan: assets that,

181 00:17:56.220 00:17:56.940 Robert Tseng: You know.

182 00:17:56.940 00:18:03.739 Jake Nathan: sales team, and everyone at Brainforge can use to, as almost like a sales enablement.

183 00:18:03.740 00:18:05.160 Robert Tseng: tool, and then.

184 00:18:05.160 00:18:11.290 Jake Nathan: And the second thing are, SME playbooks, so that’s working with,

185 00:18:12.160 00:18:16.300 Jake Nathan: for example, UTAM gave me, a commercial insurance

186 00:18:16.760 00:18:32.760 Jake Nathan: advisor that I’m gonna work with, and someone in auto consulting, because those are markets that he’s trying to break into. And so, I’m gonna interview them, and then create a co-branded, almost like, playbook that we can use, like a white paper that.

187 00:18:33.320 00:18:54.900 Jake Nathan: now we can go to market with and potentially partner, having Brainforge going to market with, commercial insurance or something. So, those are my two main projects, and then kind of outside of that is just, trying to use my content experience however I can. So, I’ll probably, you know, I’m constantly looking in Slack and just seeing where I can provide value. So, for example.

188 00:18:55.530 00:18:57.179 Jake Nathan: Like, we’re working on a homepage video.

189 00:18:57.590 00:19:07.610 Jake Nathan: And, I just gave some feedback on that and what we might do. Now, I’m still learning the business, still learning everything, so I’m a completely open book, and

190 00:19:08.100 00:19:24.829 Jake Nathan: I try to have zero ego in this, so if there’s feedback you have for me, like, I’d love to hear it and, would love to have a back-and-forth conversation about it. So, those are kind of my main tasks, and so this week, I’m actually interviewing,

191 00:19:25.700 00:19:31.860 Jake Nathan: the, automotive consultant, so I’m excited for that, and then we’re gonna create,

192 00:19:32.370 00:19:43.409 Jake Nathan: an asset around that, and then I’m waiting to hear back from Yvette from ABC for a client testimonial, and then also waiting to hear back from a guy named Ian, who’s a commercial

193 00:19:43.790 00:19:46.230 Jake Nathan: Insurance advisor, so that’s…

194 00:19:46.230 00:19:46.620 Robert Tseng: So…

195 00:19:46.620 00:19:59.319 Jake Nathan: at high level what I’m working on, and so just as far as what I need help with, anything, like, if I post in Slack, I do a lot of Looms, that’s just, like, how my brain works, but also happy to,

196 00:19:59.450 00:20:20.979 Jake Nathan: explain things via text or anything like that, but I’ll probably just be asking y’all constantly for, hey, is there someone you can set me up with on the client side? Whether it’s a current client or past client, as well as a SME. So, those are kind of the main things at a high level, so that’s kind of my update, and happy to answer more questions.

197 00:20:20.980 00:20:24.960 Robert Tseng: Cool, that was great. Yeah, go ahead.

198 00:20:25.290 00:20:33.340 Hannah Wang: I was wondering if you could give input onto who, like, which, client we can go after for client testimonials next.

199 00:20:33.340 00:20:38.819 Robert Tseng: I think we’ve squeezed so much out of ABC, we kind of need more of other stuff. I’m also, like…

200 00:20:39.100 00:20:42.139 Robert Tseng: U-Tam decided commercial insurance and auto.

201 00:20:42.760 00:20:44.920 Robert Tseng: as, like, our first SME targets.

202 00:20:45.870 00:20:47.849 Jake Nathan: Yeah, I’m assuming, yeah, okay, okay.

203 00:20:47.850 00:20:53.849 Robert Tseng: Well, yeah, I mean, I mean, fine, I guess, but I’m just… I’m just saying, like.

204 00:20:54.030 00:21:08.269 Robert Tseng: we’ve never worked with anybody in these… in these industries. I… I wonder why we’re not doing SMEs for stuff that we’re already doing, like, more in health and… or, I don’t know, whatever, it’s fine, whatever. I think if that’s what he wanted to start with, I’m not gonna… I’m not gonna…

205 00:21:08.360 00:21:21.000 Robert Tseng: step on his toes for now, so… But yeah, I think I… I don’t know where you’re having those conversations with him, but I think I would like to have a say in which SMEs we’re going after as well. Just because, like, yeah, I mean, anyway, so that’s.

206 00:21:21.000 00:21:21.580 Jake Nathan: Okay.

207 00:21:21.750 00:21:23.030 Robert Tseng: Initial thoughts, yeah.

208 00:21:23.380 00:21:39.560 Jake Nathan: Cool, yeah, and I would love… one thing that I’m learning really quickly is that, a lot of the game is waiting for other people to respond. So, for example, I think we emailed ABC on Thursday, and, you know, it might take her a few days to respond, I’ll nudge her, but…

209 00:21:39.570 00:22:04.480 Jake Nathan: it might take a week or two for some, you know, to get something set up, so the more that I actually have, you know, almost like a sales pipeline, like, going on at once, the better. So, if you, off the top of your head, I work really well, like, if you just said, hey, I want to work with the SME, you just give me a few blabs, even a voice memo or something, I can intro me to them via email, or give me their

210 00:22:04.480 00:22:09.119 Jake Nathan: contact, like, I can kind of run with that. I think that’s kind of, like, my… so…

211 00:22:09.120 00:22:10.870 Jake Nathan: Like, if you… I would,

212 00:22:10.950 00:22:24.469 Jake Nathan: Right now, we have two SME conversations going on, but feel free to send me more, because, I can always have… like, it’s good to have multiple going at once, because, you know, it might take a little bit for people to respond.

213 00:22:24.470 00:22:34.620 Robert Tseng: Okay, great. Yeah, so I guess for SMEs, you just need, like, yeah, name, some blurb, some contacts. Yeah, I can, I can give you that list this week.

214 00:22:34.950 00:22:53.539 Robert Tseng: Yeah, and then I’ll try to, like, prioritize them, just so it’s a bit more, kind of, clear that way. And then on the, yeah, and then as far as, like, client testimonials, just, like, choosing advocates from existing and past clients, we definitely have more, so yeah, I can put together those two lists for you.

215 00:22:53.800 00:22:54.360 Robert Tseng: Cool.

216 00:22:54.360 00:23:06.870 Jake Nathan: Yeah, that sounds… even if it’s, sometimes, like, lists can be overwhelming, so, like, even if it’s just one, that… that’s great, and that gets the conversation going, then I can follow up with you. So I’m ha… like, whatever works best for you.

217 00:23:06.870 00:23:08.510 Robert Tseng: Okay, that sounds good.

218 00:23:10.470 00:23:11.930 Jake Nathan: So yeah, that’s it for me.

219 00:23:11.930 00:23:13.099 Robert Tseng: Alright, thanks, Jake.

220 00:23:13.320 00:23:17.470 Robert Tseng: I know you’re… I know it’s your first meeting, so I’m not gonna have you

221 00:23:17.850 00:23:23.270 Robert Tseng: I guess you don’t… I don’t want to put you on the spot to choose, Steve, walking. Maybe, maybe we’ll just go to Seoul?

222 00:23:24.940 00:23:34.480 solrios: Yep, well, basically, I was working with the campaign that Mutual Friends… we started having traffic yesterday, like.

223 00:23:34.500 00:23:50.939 solrios: Friday, I was checking the info, like, trying to get familiar with mutual friends and who to ride to. So, yesterday, we started to have, like, some responses. I’m going to start, like, checking on those using the playbook. That’s… that’s, like, I was… I was checking, like.

224 00:23:50.940 00:24:04.220 solrios: what’s next? We’ll see what’s happening. I’m, like, tracking, like, the ones that are having responses, like, actually, we have, you know, like, for options on the playbook, it seems like the people you have talked to.

225 00:24:04.220 00:24:04.850 solrios: I was like.

226 00:24:04.850 00:24:22.870 solrios: the ones you’re familiar with are the ones who are responding, so we might have a chance there. Some other people, we or someone wrote them already, so it seems like probably too many messages, like, so I’m checking, like, who to…

227 00:24:22.870 00:24:24.710 Robert Tseng: This is the landmark.

228 00:24:27.330 00:24:31.260 solrios: Yeah, so I’m checking, like, who to ride to and those things, like.

229 00:24:31.260 00:24:31.730 Robert Tseng: should be.

230 00:24:31.730 00:24:38.049 solrios: I was asking Hannah the other day, thanks for the help, by the way, like, who should we ride to?

231 00:24:38.710 00:24:54.609 solrios: directors or the persona, like, our target, you know? So I’m trying to, or I’ll start working on that, like, if you have any help, that’ll be awesome. Like, having a description on the persona.

232 00:24:54.610 00:25:03.200 solrios: So, our target, that’s, that’s going to be… that’s going to be great. So pretty much that learning on…

233 00:25:03.200 00:25:06.620 Robert Tseng: The business and the confidence around cost.

234 00:25:06.620 00:25:14.609 solrios: So, trying to hit, you know, like, the best companies, the best people, you know, going through the right path.

235 00:25:14.610 00:25:15.740 Robert Tseng: stories to tell.

236 00:25:15.740 00:25:21.530 solrios: learning who is the right person there. But yeah, I mean, it seems like…

237 00:25:21.530 00:25:27.160 Robert Tseng: So far, I mean, I’ve said probably just 20 messages, we have had, like…

238 00:25:27.160 00:25:31.219 solrios: real responses, which is not that bad, I guess. I don’t know the traffic.

239 00:25:31.930 00:25:38.169 solrios: But, I mean, it’s… It’s been good so far, so starting to check on that.

240 00:25:39.070 00:25:56.959 Robert Tseng: Okay. Yeah, so I think what I’m hearing, there’s a few things. There’s, yeah, you want more clarity on the ICP. I mean, I think the… the Sales Navigator, like, lead list safe search is already there. I understand that that’s pretty wide. You still have to narrow it down through some manual curation.

241 00:25:57.090 00:25:59.639 Robert Tseng: And so, in the…

242 00:25:59.790 00:26:06.949 Robert Tseng: mutual intro playbook tracker in the… in the first, kind of, section. I think I’ve listed out, kind of,

243 00:26:07.030 00:26:24.889 Robert Tseng: some of the key, like, idols, I guess, of folks, so I know it doesn’t give you, like, industry focus. We are just pretty industry agnostic right now. I mean, I tried to filter out some stuff from Sales Navigator, but it’s, like, head of marketing, head of growth, head of, product.

244 00:26:24.940 00:26:43.329 Robert Tseng: pretty much non-technical, like, leaders in these types of organizations, mostly consumer products, software, so I think, I mean, as you build out that list, like, I think you should just tell me, like, to review it, and I… I mean, if I reject, kind of, one of them, then I’ll always explain why, but…

245 00:26:43.330 00:26:49.060 Robert Tseng: Yeah, I think there’s… there’s not… yeah, like, it’s just gonna… there’s gonna be some back and forth there, like, I…

246 00:26:49.060 00:26:59.790 Robert Tseng: I think you’re just gonna have to try to… to… to match… match people on lists. I did give some requirements to the AI team to, like, better help us to…

247 00:26:59.960 00:27:06.230 Robert Tseng: Do, like, Do some, like, quality score of leads,

248 00:27:06.430 00:27:26.289 Robert Tseng: And also, just, like, whether or not they match or fit, so I think that’s just… that’s not gonna be available for you to use this week, but that’s an… that’s just, like, another initiative that they’re working on, so this type of assessment that you’re doing, like, it’s going to inform their work, because they’re going to know how to qualify and disqualify accounts.

249 00:27:26.320 00:27:40.829 Robert Tseng: Based off of, like, watching, like, looking through your list. So, I think this is all, like, part of the same kind of, like, work. I think it will… it will become more… it will become more automated, like, later on, but for now, it’s just kind of… it just has to be a bit more curated.

250 00:27:41.090 00:27:49.740 Robert Tseng: Yeah. So, and then, yeah, anyway, so if you have leads for me to review and to check off, like, I can review those every week.

251 00:27:50.950 00:27:55.360 Robert Tseng: Yeah, okay, sorry, I gotta… I’m gonna… I’m gonna mute for a sec, because I gotta…

252 00:27:55.630 00:28:00.449 Robert Tseng: say bye to some people. But, yeah, you can keep going.

253 00:28:01.130 00:28:01.870 solrios: Sure.

254 00:28:08.190 00:28:11.549 Hannah Wang: So, Sol, I know you wanted to put together

255 00:28:11.890 00:28:18.309 Hannah Wang: a Notion doc, right? I was just looking through the messages in the go-to-market channel.

256 00:28:18.620 00:28:21.920 Hannah Wang: Err…

257 00:28:21.920 00:28:23.920 Robert Tseng: Okay, sorry, I’m back.

258 00:28:23.920 00:28:24.550 Hannah Wang: Okay.

259 00:28:26.030 00:28:32.420 Robert Tseng: Yeah, so I think we… I think that’s it for Seoul, right? So, yeah, I guess I…

260 00:28:32.840 00:28:38.589 Robert Tseng: I’ll give you some time to kind of action that today, but I’ll review the list tomorrow.

261 00:28:39.350 00:28:40.420 solrios: Okay, sounds good.

262 00:28:40.420 00:28:40.970 Robert Tseng: Yeah.

263 00:28:41.170 00:28:41.950 Robert Tseng: Okay.

264 00:28:42.480 00:28:45.570 Robert Tseng: So good stuff.

265 00:28:45.720 00:28:48.439 Robert Tseng: Cool. Then, maybe we’ll move to Ryan?

266 00:28:49.750 00:29:05.250 Ryan Brosas: Yeah, so, we did a content audit last week with Nick Freemer, so I did a content audit for, Tom’s profile. So, we are going to pivot on most effective content type, which is more on personal, like.

267 00:29:05.800 00:29:18.840 Ryan Brosas: Entrepreneurship, or, like, personal stories, content, and more of, like, marketing the problem, marketing the process, some of those content stuff, and, like, doing some, experiments.

268 00:29:18.840 00:29:39.010 Ryan Brosas: And I will be, including on your, your, account also for that. That’s for the content stuff, we are also, like, doing some video initiative, and, like, we’re going to push, the Brainforge session also for Henry, within this week, so, I will be asking for, like.

269 00:29:39.010 00:29:40.890 Ryan Brosas: Approval for you,

270 00:29:40.890 00:29:58.069 Ryan Brosas: And for the GTM, or the campaign stuff, mainly I’m… I’m still, like, more on assisting Hannah on the other campaign, like the tech plus, tequila, and also the, ShopTalk activation.

271 00:29:58.090 00:30:03.720 Ryan Brosas: And I think we’re going to push more campaigns, I guess. The local, like.

272 00:30:03.820 00:30:13.370 Ryan Brosas: ABC Home, I think, I’m currently working on full-time on that, and yeah, I think that’s pretty much on my side.

273 00:30:13.680 00:30:22.409 Robert Tseng: Okay, great. Yeah, let’s limit it to 3 campaigns a week. I don’t wanna… I don’t wanna do more than that, because then we lose focus. So I know, like, last week, we kind of got, like, a bit…

274 00:30:23.570 00:30:27.180 Robert Tseng: distract… I mean, we just… we had too many things going on, so I think the,

275 00:30:27.340 00:30:32.449 Robert Tseng: And then we… and then we, like, cut it down in the middle of the week. So I think starting with 3 this week is… is good, so…

276 00:30:34.240 00:30:36.699 Hannah Wang: So, can we clarify what the 3 are? It’s…

277 00:30:36.850 00:30:39.850 Hannah Wang: I guess ShopTalk is still ongoing, and then…

278 00:30:39.850 00:30:45.309 Robert Tseng: Yeah, ShopTalk’s still ongoing. I know there are continuing adjustments, whether you have blue people, or… and then…

279 00:30:45.840 00:30:46.669 Robert Tseng: And then localized…

280 00:30:46.670 00:30:49.210 Hannah Wang: I see? Okay. Yeah. Okay.

281 00:30:52.730 00:30:53.809 Robert Tseng: That sounds good.

282 00:30:55.540 00:31:08.250 Robert Tseng: Okay, cool. And then, yeah, I’ll… when you, send me… I have… I’ll do content reviews, like, I can at least… yeah, I’ll stay on top of that. I mean, I approved 3 of them last week. Was that helpful? Like, did we get those scheduled out?

283 00:31:08.970 00:31:20.879 Ryan Brosas: Yeah, I already, pushed them out, yeah, and I will be also, like, experimenting on, the photos, because, they seem to be, like.

284 00:31:21.160 00:31:24.360 Ryan Brosas: Have been branded, so that’s kind of like…

285 00:31:24.750 00:31:28.149 Ryan Brosas: you know, EP or, like, ads.

286 00:31:28.460 00:31:32.279 Ryan Brosas: or something, so I will be experimenting on that also.

287 00:31:33.910 00:31:36.839 Robert Tseng: Okay. Wait, sorry, what was it? What did you say about ads?

288 00:31:37.710 00:31:45.439 Ryan Brosas: The, the portal or the boiler images that we’re using is, heavy branded.

289 00:31:45.550 00:31:48.559 Ryan Brosas: So, it’s kind of like,

290 00:31:49.690 00:31:54.470 Ryan Brosas: Kind of like, it feels like it’s, an ad or something.

291 00:31:54.690 00:31:56.140 Robert Tseng: Yeah.

292 00:31:57.460 00:31:58.680 Robert Tseng: Okay, yeah.

293 00:31:58.680 00:32:02.099 Hannah Wang: I’m just trying to use more, like, organic photos, I guess.

294 00:32:02.100 00:32:05.859 Robert Tseng: Okay, yeah, less, less branded, less branded, content, yeah.

295 00:32:05.860 00:32:07.130 Hannah Wang: Yeah, yeah.

296 00:32:07.210 00:32:08.040 Robert Tseng: Okay.

297 00:32:11.660 00:32:17.350 Hannah Wang: Okay, I think that was all the updates from us. Do you have anything, Robert, for us before…

298 00:32:17.510 00:32:19.670 Hannah Wang: We head off into the week.

299 00:32:20.010 00:32:24.330 Robert Tseng: Yeah, I’m just trying to anticipate what’s coming this week.

300 00:32:28.610 00:32:37.890 Robert Tseng: Yeah, well, I mean, I think we’re… we’re trying to… yeah, this is just on… on top of funnel-wise events that we have coming with the ShopTalk activation.

301 00:32:38.070 00:32:41.089 Robert Tseng: And I pushed my interview off till next week.

302 00:32:41.360 00:32:45.999 Robert Tseng: I don’t know if… yeah, on Tom’s side, I guess things are… yeah, I feel like we’re not really, like…

303 00:32:46.270 00:32:49.039 Robert Tseng: We don’t have, like, an event this week, so I feel like it’s…

304 00:32:49.220 00:33:03.169 Robert Tseng: a bit more chill. Yeah, I think it’s kind of the things that we have going on, just trying to… yeah, I want to… on our outbound kind of campaign to… to go up in volume. I know Seoul is ramping, but I kind of want to get… I want to get us to…

305 00:33:03.450 00:33:13.439 Robert Tseng: to 30… 30, like, kind of leads a day. So as fast as we can do that, through mutual intros, through lookalike, whatever it is, like, I think that’s…

306 00:33:13.600 00:33:21.109 Robert Tseng: that’s the main metric I’m looking for, because I think that’s going to translate to… to booking… booking more meetings consistently, so…

307 00:33:22.090 00:33:27.749 Robert Tseng: Yeah, I think there’s always some… some lag time when we do these campaigns, probably, like.

308 00:33:27.970 00:33:38.759 Robert Tseng: you know, two weeks before the efforts from this week are really gonna hit… hit us. So, yeah, I mean, this is a slower week, obviously, since I’m traveling, so I’m not booking… booking meetings,

309 00:33:39.240 00:33:41.919 Robert Tseng: Well, not many, anyway, but, yeah.

310 00:33:42.420 00:33:44.590 Robert Tseng: Okay, cool, I think…

311 00:33:44.590 00:33:52.750 Hannah Wang: Another quick question, so Utam, I know you said Utam’s… is he going to Chicago for Shop Talk, or, like, what…

312 00:33:52.750 00:34:01.139 Robert Tseng: Yeah, yeah, so we’re gonna be there, he’s gonna be there for the activation event, but he’s not actually gonna be on site. I mean, we’re, again, like,

313 00:34:01.340 00:34:06.669 Robert Tseng: I’m representing one of our clients, which is why I’m able to go for free, and we’re just…

314 00:34:06.900 00:34:19.370 Robert Tseng: Yeah, we’re scrappy, so we’re not paying for, like, a $10,000 ticket, so we’re just… we’re just gonna go there and use that money to attract people to a spa instead. Like, that’s… that was kind of, like, our thought. So…

315 00:34:19.730 00:34:27.759 Robert Tseng: you know, anybody I meet, we’re gonna be staying in the same hotel block or whatever, so I still want us to organically be able to… to meet up with them, and…

316 00:34:27.790 00:34:40.499 Robert Tseng: It’s also possible that I might switch him out with Shreya, actually, because Shreya is from Shopify, and she’s… I don’t know, I’m just… I’m trying to evaluate whether or not, like, having her there is actually gonna be…

317 00:34:40.659 00:34:57.920 Robert Tseng: more valuable than having Utam there, so, it’s fine to launch… to run all of our content campaigns from Utam’s account, but I’m just giving you guys a heads up that I think we’re still deciding on, like, who’s gonna be there. It’ll… it’ll be two people, but I don’t… I don’t know if it’ll be UTAM or Shreya yet.

318 00:34:58.400 00:34:59.230 Robert Tseng: Yeah.

319 00:35:01.130 00:35:04.490 Hannah Wang: Okay, sounds good. We will…

320 00:35:04.490 00:35:05.270 Robert Tseng: 15 months.

321 00:35:05.270 00:35:12.539 Hannah Wang: Continue posting updates in the channel so you can look at it, and then, yeah, we’ll go from there.

322 00:35:13.010 00:35:18.749 Robert Tseng: Okay, cool. Alright, I know it’s a bit of a shorter week, but yeah, no, this all sounds good.

323 00:35:19.530 00:35:21.639 Robert Tseng: I hope you guys, have a good week.

324 00:35:21.940 00:35:22.610 Robert Tseng: Alrighty.

325 00:35:22.610 00:35:22.980 Jake Nathan: Awesome.

326 00:35:22.980 00:35:25.229 Hannah Wang: And I am getting angry.

327 00:35:26.210 00:35:27.299 Robert Tseng: Thanks, everyone. Bye.

328 00:35:27.300 00:35:28.110 Hannah Wang: Bye.

329 00:35:30.880 00:35:31.739 Robert Tseng: Let’s see, but…