Meeting Title: Brainforge Proposal Creation Training Date: 2025-09-17 Meeting participants: Justina Spinn, Hannah Wang
WEBVTT
1 00:00:10.040 ⇒ 00:00:11.160 Hannah Wang: Hey.
2 00:00:11.160 ⇒ 00:00:12.090 Justina Spinn: Yay.
3 00:00:13.370 ⇒ 00:00:14.430 Hannah Wang: How’s it going?
4 00:00:15.150 ⇒ 00:00:16.920 Justina Spinn: God.
5 00:00:17.440 ⇒ 00:00:21.049 Hannah Wang: Oh yeah, I’m sure… Yeah, it’s… it’s a lot, I’m sure.
6 00:00:21.050 ⇒ 00:00:26.780 Justina Spinn: Yup, just jumping right in.
7 00:00:27.090 ⇒ 00:00:32.169 Hannah Wang: I see you being active, so that’s… that’s good. They always…
8 00:00:32.270 ⇒ 00:00:36.400 Hannah Wang: Want us to be over-communicative and under, so…
9 00:00:36.550 ⇒ 00:00:48.410 Hannah Wang: I see your efforts there. Okay, so… Right, this is about… the… proposals, so…
10 00:00:49.990 ⇒ 00:00:53.310 Hannah Wang: Okay, you have access to both of their emails now, right?
11 00:00:53.310 ⇒ 00:00:54.160 Justina Spinn: Yes.
12 00:00:54.440 ⇒ 00:01:03.550 Hannah Wang: Okay, cool. So I will… share my screen. Let me close a bunch of stuff that’s opened.
13 00:01:04.519 ⇒ 00:01:13.299 Hannah Wang: Okay, so… I’m not sure if you have access to this file, but…
14 00:01:18.980 ⇒ 00:01:23.629 Hannah Wang: Let me see… are you even in… here?
15 00:01:37.440 ⇒ 00:01:39.559 Justina Spinn: Is this Figma?
16 00:01:39.710 ⇒ 00:01:40.839 Hannah Wang: Yes, okay, yeah.
17 00:01:40.840 ⇒ 00:01:43.380 Justina Spinn: He literally just had me, yeah.
18 00:01:44.320 ⇒ 00:01:57.250 Hannah Wang: So, this file, let me send it to you in Slack. Okay, so this is… All things sales,
19 00:01:57.650 ⇒ 00:01:59.910 Hannah Wang: So, a lot of people get confused.
20 00:02:00.090 ⇒ 00:02:04.290 Hannah Wang: On this left panel, they don’t know that you can scroll down, so keep that in mind.
21 00:02:04.370 ⇒ 00:02:07.650 Justina Spinn: I don’t know if you’ve used Figma before, but I know it’s…
22 00:02:07.650 ⇒ 00:02:14.190 Hannah Wang: It’s a lot. So, probably what you’re going to focus on the most is if you scroll
23 00:02:14.360 ⇒ 00:02:20.540 Hannah Wang: All the way down here to SOWs. So these are all the SOWs that…
24 00:02:20.970 ⇒ 00:02:28.180 Hannah Wang: we have made so far, so just pay attention to this block over here, ignore the V2.
25 00:02:28.650 ⇒ 00:02:32.459 Hannah Wang: So, the way it works is,
26 00:02:32.640 ⇒ 00:02:38.280 Hannah Wang: Anne is our other designer. She made, like, a template that…
27 00:02:38.410 ⇒ 00:02:49.149 Hannah Wang: whoever needs to make an SOW, they can just modify it. But I feel like Figma’s not super intuitive, obviously with, like, any tool, so…
28 00:02:49.490 ⇒ 00:03:01.979 Hannah Wang: what has happened in the past is that they’ve, like, struggled to format stuff. I think so far it’s been okay, but yeah, as you can tell, they just kind of copy
29 00:03:02.140 ⇒ 00:03:09.950 Hannah Wang: Make copies of one that already exists that looks decent, and they just, like, paste stuff into it.
30 00:03:10.000 ⇒ 00:03:29.469 Hannah Wang: So this is the file that you will probably look at. Like I said, these are all the lost proposals, these are the work in progress, and these are the one. I don’t know how up-to-date these are, I don’t really update it, because I… yeah, I can’t… I don’t really keep up with all the sales movement in the pipeline.
31 00:03:29.780 ⇒ 00:03:39.080 Hannah Wang: So, according to Robert’s message, we’re gonna put together a Yeti proposal, and there’s references. He would look at
32 00:03:39.310 ⇒ 00:03:41.819 Hannah Wang: Art Helper and Inner World, so…
33 00:03:41.930 ⇒ 00:03:47.949 Hannah Wang: Art Helper… ugh, where did it go?
34 00:03:48.110 ⇒ 00:03:54.170 Hannah Wang: So you can… Yeah. You can Command-F…
35 00:03:54.320 ⇒ 00:03:58.870 Hannah Wang: Within the file, so that should help you navigate.
36 00:03:59.290 ⇒ 00:04:01.089 Hannah Wang: Through it.
37 00:04:02.480 ⇒ 00:04:08.430 Hannah Wang: I don’t really know which one… There it is.
38 00:04:10.490 ⇒ 00:04:17.360 Hannah Wang: Okay, so, yeah, take a look at this one and Inner World, which is…
39 00:04:18.950 ⇒ 00:04:20.850 Hannah Wang: I can’t find it. Oh, over here.
40 00:04:21.829 ⇒ 00:04:23.159 Hannah Wang: Right.
41 00:04:24.049 ⇒ 00:04:25.209 Hannah Wang: Here.
42 00:04:26.029 ⇒ 00:04:32.289 Hannah Wang: I don’t know what this one is, I don’t think that’s Inner World, but if you look at the top here, you’ll be able to see the titles.
43 00:04:32.290 ⇒ 00:04:33.050 Justina Spinn: Hmm.
44 00:04:33.050 ⇒ 00:04:38.530 Hannah Wang: Hopefully they’ve been changing the title. Yeah, looks like it.
45 00:04:39.690 ⇒ 00:04:52.209 Hannah Wang: Okay, so feel free to take a look at those. I don’t really know what’s gonna go in it. So he says, build a proposal using the transcript of my call on Brainforge demo. So.
46 00:04:54.090 ⇒ 00:05:08.099 Hannah Wang: Yeah, let me… I’ll just kind of walk you through everything. Well, I haven’t really made proposals, but I’ll just try to do my best to show you. So, I’m gonna stop this and share my whole screen.
47 00:05:08.220 ⇒ 00:05:16.430 Hannah Wang: It’s kind of big, so let me know if you can’t see things, okay, so…
48 00:05:17.890 ⇒ 00:05:21.510 Hannah Wang: I literally forgot what I was gonna pull up.
49 00:05:22.990 ⇒ 00:05:31.960 Hannah Wang: Oh, right, the platform. So… this is the platform, go here, and then…
50 00:05:32.160 ⇒ 00:05:37.800 Justina Spinn: Oh, yeah, I watched that video, and I see that there’s, like, the transcript on there.
51 00:05:38.040 ⇒ 00:05:47.470 Justina Spinn: I just… I’m not… I’m pretty new to, like, this whole space.
52 00:05:47.890 ⇒ 00:05:52.559 Justina Spinn: quite sure how I’m gonna, like, type up things that actually make sense.
53 00:05:53.120 ⇒ 00:05:58.679 Hannah Wang: That’s where AI’s gonna help you, so I’ll try to do this with you right now,
54 00:05:58.860 ⇒ 00:06:02.130 Hannah Wang: That’s hilarious. Forged, okay.
55 00:06:04.580 ⇒ 00:06:08.520 Hannah Wang: I think this is the one, so… let’s see.
56 00:06:08.950 ⇒ 00:06:18.000 Hannah Wang: Fill the proposal, draft the proposal email, look at details. Yeti software… alright, so…
57 00:06:18.630 ⇒ 00:06:21.599 Hannah Wang: what I would do, this is just me thinking out loud.
58 00:06:21.800 ⇒ 00:06:30.120 Hannah Wang: And kind of doing what I would maybe do. So, I would first look through his email to see if there’s, like, any previous…
59 00:06:31.000 ⇒ 00:06:33.110 Hannah Wang: conversation thread.
60 00:06:33.980 ⇒ 00:06:37.840 Hannah Wang: with Yeti. So, I think this is it.
61 00:06:38.730 ⇒ 00:06:42.350 Hannah Wang: Thank you for my show, blah blah blah.
62 00:06:51.670 ⇒ 00:07:02.530 Hannah Wang: Okay, so there’s that, and then I would probably also look through the sales channel, search for Yeti…
63 00:07:02.970 ⇒ 00:07:04.620 Hannah Wang: Great call with Yeti.
64 00:07:06.690 ⇒ 00:07:09.789 Hannah Wang: Do you have access to granola?
65 00:07:12.320 ⇒ 00:07:20.429 Justina Spinn: Yeah, I clicked on something, and I saw that come up. I’ve seen that name already. Okay. I don’t know how I got there, but I got there.
66 00:07:20.430 ⇒ 00:07:22.600 Hannah Wang: Okay, so, yeah, you probably…
67 00:07:22.780 ⇒ 00:07:24.940 Justina Spinn: Oh, yes, I clicked on it from… yep, okay.
68 00:07:24.940 ⇒ 00:07:37.620 Hannah Wang: So, Granola, is like a note taker, basically, so it summarizes the notes. So, Granola, his… their emails, and…
69 00:07:38.260 ⇒ 00:07:47.749 Hannah Wang: Yeah, granola and their emails are the main two things that I usually use. I previously helped with, like, follow-up emails, so this is kind of how I know.
70 00:07:48.030 ⇒ 00:07:58.850 Hannah Wang: So what I would do is… I don’t know if we have a prompt for… Proposals…
71 00:07:59.690 ⇒ 00:08:04.149 Hannah Wang: I don’t think so. So this is our prompt library.
72 00:08:04.420 ⇒ 00:08:10.170 Hannah Wang: basically all the ChatGPT prompts exist here. So, I…
73 00:08:12.310 ⇒ 00:08:21.349 Hannah Wang: Don’t mind this. Fun fact, I’m also trying to do photography, so that’s why there’s, like, photo stuff everywhere.
74 00:08:22.670 ⇒ 00:08:29.879 Hannah Wang: I don’t know which GPT I would use,
75 00:08:33.850 ⇒ 00:08:38.440 Hannah Wang: Oh, what’s this? SOW Creator.
76 00:08:38.799 ⇒ 00:08:45.350 Hannah Wang: Oh, okay, so we do have one. I forgot. Great. So, what I would do is I would…
77 00:08:47.030 ⇒ 00:08:56.220 Hannah Wang: Yeah, copy this entire thing and create a new project, name it whatever, and then you should be able to feed it
78 00:08:56.350 ⇒ 00:09:01.800 Hannah Wang: this prompt… Somewhere… oops.
79 00:09:03.260 ⇒ 00:09:08.689 Justina Spinn: Is this in… okay, where did you find this piece? Where am I sticking this in? Is this…
80 00:09:09.180 ⇒ 00:09:11.580 Hannah Wang: This is… are you talking about ChatGPT?
81 00:09:12.140 ⇒ 00:09:17.660 Justina Spinn: Okay, so… there’s, like, a company, ChatGPT, where all of these prompts are created already.
82 00:09:17.760 ⇒ 00:09:19.669 Hannah Wang: So this is actually…
83 00:09:19.670 ⇒ 00:09:20.570 Justina Spinn: Or is this yours.
84 00:09:20.570 ⇒ 00:09:23.990 Hannah Wang: Yeah. Okay. But…
85 00:09:24.360 ⇒ 00:09:41.490 Hannah Wang: I don’t really know how it worked, but, like, I was added into the Brainforge AI team, and then I could, like, create my own. But this interface is not shared with everyone. It’s, like, my own personal one, but it’s still within Brainforge, so that’s why I think I have… I think we have Pro, so…
86 00:09:42.060 ⇒ 00:09:51.119 Hannah Wang: I’m able to access, like, pro stuff. So, ask Rico for chat GPT access, for Pro.
87 00:09:51.220 ⇒ 00:09:53.930 Hannah Wang: So, after you do that, you’re gonna…
88 00:09:54.300 ⇒ 00:10:05.060 Hannah Wang: go over here, and then create a new project, so I just named it SOW Creator, and then it should let you paste in the instructions, which I got from here.
89 00:10:05.280 ⇒ 00:10:10.919 Hannah Wang: So I just copied this thing right here in Notion, and then I just pasted it in here, and I saved it.
90 00:10:11.050 ⇒ 00:10:19.659 Hannah Wang: So what I would do is I would just tell ChatGPT I’m trying to create an SOW for Reality Software here.
91 00:10:19.910 ⇒ 00:10:25.289 Hannah Wang: software. I will paste the transcript and meeting notes.
92 00:10:25.700 ⇒ 00:10:27.470 Hannah Wang: Help me.
93 00:10:28.300 ⇒ 00:10:30.999 Hannah Wang: Up with the proposal?
94 00:10:31.740 ⇒ 00:10:36.040 Hannah Wang: And then I would just… Stick this in there.
95 00:10:42.230 ⇒ 00:10:43.469 Hannah Wang: And then I just…
96 00:10:44.210 ⇒ 00:10:47.449 Justina Spinn: I don’t know if that really matters, but…
97 00:10:47.710 ⇒ 00:10:51.159 Hannah Wang: Yeah, just do that, and then you can copy the transcript.
98 00:10:51.610 ⇒ 00:10:55.100 Hannah Wang: And I paste it. So let’s just see what it says.
99 00:11:03.500 ⇒ 00:11:07.210 Hannah Wang: Yeah, so this… this should probably give you the same format.
100 00:11:08.510 ⇒ 00:11:11.839 Hannah Wang: as all the other ones, because I think they use this.
101 00:11:12.220 ⇒ 00:11:19.099 Hannah Wang: as well. So… You have that, and I would just straight up just paste it into…
102 00:11:19.100 ⇒ 00:11:19.730 Justina Spinn: Okay.
103 00:11:19.730 ⇒ 00:11:29.289 Hannah Wang: So what I would do is I would… you can copy-paste. So copy-paste this big text thing, and then say Yeti Software.
104 00:11:29.790 ⇒ 00:11:34.840 Hannah Wang: And then also… Paste.
105 00:11:34.970 ⇒ 00:11:45.270 Hannah Wang: that whole frame, so you can… if you click on the little title over here, it should select this whole frame right here. I just copy it, and then I would…
106 00:11:45.700 ⇒ 00:11:46.839 Hannah Wang: Paste it.
107 00:11:49.270 ⇒ 00:11:59.039 Hannah Wang: And then, yeah, of course, like, let me know if you need help with Figma, because I know it’s a new tool. So, I would just rename it, Yeti Software. Oh, so…
108 00:12:00.560 ⇒ 00:12:04.240 Hannah Wang: I’m using all these shortcuts, and it’s probably confusing, but…
109 00:12:05.160 ⇒ 00:12:14.889 Hannah Wang: I click here, and you can go over to the side over here, under layers. You can also expand this thing so you can see what it is. And you can also
110 00:12:15.100 ⇒ 00:12:18.650 Hannah Wang: Scroll, with your trackpad or mouse, but…
111 00:12:18.650 ⇒ 00:12:19.260 Justina Spinn: Okay.
112 00:12:19.260 ⇒ 00:12:32.550 Hannah Wang: yeah, you go over here, you can right-click it, and then you could do Rename, and the shortcut I used was Command-R. So, I just clicked on here, and I did Command-R, and I renamed it. So, those are some little…
113 00:12:32.840 ⇒ 00:12:35.560 Hannah Wang: Shortcuts that might be helpful in the future.
114 00:12:35.880 ⇒ 00:12:36.330 Justina Spinn: Okay.
115 00:12:36.330 ⇒ 00:12:38.520 Hannah Wang: one, I would just…
116 00:12:38.700 ⇒ 00:12:57.930 Hannah Wang: Go over here. Usually, I change this. This is dependent on the client, or the lead, obviously, what type of project it is. Then I would change this to Yeti software, prepared on today’s date. So going back to ChatGPT…
117 00:12:59.140 ⇒ 00:13:05.240 Hannah Wang: yeah, I would just… maybe PLG Analytics Foundation, SOW, so I would just…
118 00:13:05.700 ⇒ 00:13:16.799 Hannah Wang: Paste that there, and then I’ll change that to Yeti Software, and… September 17th, 2025.
119 00:13:16.970 ⇒ 00:13:19.380 Hannah Wang: And then…
120 00:13:21.280 ⇒ 00:13:27.469 Hannah Wang: This is kind of long, so I’m gonna look at other ones to see if the other ones are also that long.
121 00:13:28.420 ⇒ 00:13:35.729 Hannah Wang: Yeah, the other ones look pretty short, so…
122 00:13:40.450 ⇒ 00:13:42.250 Hannah Wang: I’m just gonna ask AI.
123 00:13:43.370 ⇒ 00:13:46.599 Hannah Wang: And you shortened this to just one paragraph.
124 00:13:49.300 ⇒ 00:14:08.689 Hannah Wang: And for how I’m navigating, like, scrolling, I use a mouse, so obviously if you have a trackpad, you can just use a trackpad if you’re just using your laptop, and, like, use two fingers and just drag around, but if you have a mouse, I right-click.
125 00:14:08.880 ⇒ 00:14:22.290 Hannah Wang: And then you hold it and you drag. So that’s, like, a little shortcut, or a hack to, like, easily scroll through Figma. And then, in terms of, like, zooming in and out, I just use my…
126 00:14:22.370 ⇒ 00:14:29.289 Hannah Wang: the scroll thingy on the mouse, or if you have a trackpad, I just, like, pinch.
127 00:14:29.480 ⇒ 00:14:30.290 Justina Spinn: Okay.
128 00:14:30.290 ⇒ 00:14:34.980 Hannah Wang: Yeah, so that’s how I’m just, like, going through Figma really fast and stuff.
129 00:14:35.390 ⇒ 00:14:37.110 Hannah Wang: Alright, so there’s this…
130 00:14:37.830 ⇒ 00:14:45.589 Hannah Wang: So I just kind of click into here until you can select all of it, and then I would just paste it in, and then…
131 00:14:45.910 ⇒ 00:14:57.860 Hannah Wang: basically do the same thing, for each of these. So, approach and deliverables, phase one… yeah, I would just change this to…
132 00:15:03.160 ⇒ 00:15:09.930 Hannah Wang: Phase 1… I think I would bold it, and then…
133 00:15:11.060 ⇒ 00:15:18.140 Hannah Wang: I don’t know if the other ones include all the objective stuff. Let’s take a look. So, inner world doesn’t…
134 00:15:18.770 ⇒ 00:15:32.059 Hannah Wang: Art Helper doesn’t, so… Yeah, I would just ignore this, and then I would… Kinda just, I guess.
135 00:15:32.410 ⇒ 00:15:34.380 Hannah Wang: Paste all of that in.
136 00:15:42.900 ⇒ 00:15:48.570 Hannah Wang: That looks kind of ugly, but… You get the point, so…
137 00:15:50.510 ⇒ 00:15:55.100 Hannah Wang: Yeah, don’t worry about making it perfect, I think you can just…
138 00:15:55.870 ⇒ 00:16:02.669 Hannah Wang: be like, oh, I gave it my best shot, like, take a look and let me know what needs to be changed.
139 00:16:05.550 ⇒ 00:16:11.450 Hannah Wang: Yeah, I mean, ideally, like, I’m… obviously, I’m not, like, super technical, so I don’t know, like.
140 00:16:11.450 ⇒ 00:16:13.630 Justina Spinn: Right. It can be.
141 00:16:13.630 ⇒ 00:16:19.219 Hannah Wang: like, grouped, like, like this. So, to find out, I would just take
142 00:16:20.080 ⇒ 00:16:27.540 Hannah Wang: For Phase 1 deliverables, is it possible to group the bullet.
143 00:16:28.690 ⇒ 00:16:31.489 Hannah Wang: Points, if they can even be grouped.
144 00:16:31.780 ⇒ 00:16:34.529 Hannah Wang: And then, let’s see what they say…
145 00:16:40.220 ⇒ 00:16:45.960 Hannah Wang: Okay, yeah, so… We have that, so I would just, yeah, do…
146 00:16:46.600 ⇒ 00:16:50.009 Hannah Wang: The same thing as the right side over here, and then…
147 00:16:51.680 ⇒ 00:16:56.219 Hannah Wang: paste each bullet point in, etc, etc. So…
148 00:16:56.540 ⇒ 00:16:59.749 Hannah Wang: Yeah, hopefully that… that’s helpful.
149 00:17:00.050 ⇒ 00:17:03.850 Hannah Wang: just seeing, like, kind of what I would do. And then…
150 00:17:04.430 ⇒ 00:17:10.389 Hannah Wang: do the same thing for Phase 2, ask it, can you group it? And then… I…
151 00:17:10.520 ⇒ 00:17:13.549 Hannah Wang: Don’t know if this is necessary, because it’s internal.
152 00:17:13.690 ⇒ 00:17:19.519 Hannah Wang: So, next is the pricing structure, so over here, you can just change… change it to whatever.
153 00:17:19.770 ⇒ 00:17:30.810 Hannah Wang: Is over here, and… I don’t really know what this is. Overage engineering bill that…
154 00:17:32.020 ⇒ 00:17:38.590 Hannah Wang: I would ask it, was… This mentioned in… the transcript.
155 00:17:53.170 ⇒ 00:17:56.310 Hannah Wang: Taking a little… no, not mentioned.
156 00:18:02.240 ⇒ 00:18:05.030 Hannah Wang: Yeah, so I would just leave it out, because it wasn’t…
157 00:18:05.030 ⇒ 00:18:05.390 Justina Spinn: huh?
158 00:18:05.390 ⇒ 00:18:07.370 Hannah Wang: Yeah.
159 00:18:07.970 ⇒ 00:18:24.170 Hannah Wang: And then, if at any point you think it’s gonna go to… if it’s too tight to squeeze into one page, you can let me know, and I’ll help you make, like, a two-pager. It doesn’t take me that long, so I helped you, Tom, with these two over here.
160 00:18:24.650 ⇒ 00:18:30.080 Hannah Wang: Yeah, so that’s the proposal side of everything. Do you have any questions? I know that was a lot, but…
161 00:18:32.000 ⇒ 00:18:35.489 Justina Spinn: No, I mean, I think that I can…
162 00:18:35.670 ⇒ 00:18:39.570 Justina Spinn: Refer back to this and try to… Get it pieced together.
163 00:18:40.220 ⇒ 00:18:45.270 Hannah Wang: Yeah, I mean, I’m only able to do this because I’ve been here for… since January, so I kind of
164 00:18:45.590 ⇒ 00:18:51.749 Hannah Wang: So, like, use AI as much as possible, like, be scrappy and look at all the emails and stuff like that.
165 00:18:52.460 ⇒ 00:19:11.709 Hannah Wang: So yeah, I guess to summarize, to lock it in for you, yeah, use the meeting notes and granola if it’s applicable. And then always look at the prompt library to see if there’s a relevant prompt for something. You can message me if you’re not sure.
166 00:19:11.920 ⇒ 00:19:23.529 Hannah Wang: I know there’s a lot here. And then, yeah, utilize AI. So, feed… feed everything into it, and just prompt it, help me create an SOW, and then kind of
167 00:19:24.050 ⇒ 00:19:25.600 Hannah Wang: look at…
168 00:19:25.820 ⇒ 00:19:42.310 Hannah Wang: the previous examples, and see the formatting that was done there. For example, like, the bullet… like, break… grouping it into sections, and then ask AI to help you do that. And then after you’re done, you can just…
169 00:19:43.250 ⇒ 00:19:46.449 Hannah Wang: Copy,
170 00:19:49.350 ⇒ 00:19:57.599 Hannah Wang: the link to this frame. I use a shortcut, so I actually don’t know how to do this manually.
171 00:19:59.420 ⇒ 00:20:08.269 Hannah Wang: Copy… How do I get the link to this frame?
172 00:20:11.950 ⇒ 00:20:16.719 Hannah Wang: Oh man, it’s like… when you start using shortcuts, you just forget how to do
173 00:20:19.550 ⇒ 00:20:23.129 Hannah Wang: Well, okay, anyway, I’m gonna… I will…
174 00:20:23.750 ⇒ 00:20:26.839 Hannah Wang: I’ll send you the shortcut, but.
175 00:20:26.840 ⇒ 00:20:27.240 Justina Spinn: Okay.
176 00:20:27.240 ⇒ 00:20:28.970 Hannah Wang: Command-Shift.
177 00:20:29.290 ⇒ 00:20:41.440 Hannah Wang: C, so select the frame, and a reminder to rename it, oops, to rename it, it’s Command-R, and then to copy the whole frame link, it’s Command-R.
178 00:20:41.990 ⇒ 00:20:46.450 Hannah Wang: Shift-C, and then you’ll be able to see, the link.
179 00:20:48.200 ⇒ 00:20:57.469 Hannah Wang: Oh, I guess it’s not Command-Shift-C. It’s actually Command-L. Yeah, so… That’s the link.
180 00:20:57.830 ⇒ 00:21:03.440 Hannah Wang: And then I just, like, send that to the sales channel, and I’m like, hey, I drafted this, let me know.
181 00:21:03.590 ⇒ 00:21:15.010 Hannah Wang: If it’s okay, or if you need something to change. So Command-R equals rename frame, then Command-L equals copy link to frame.
182 00:21:15.920 ⇒ 00:21:16.800 Hannah Wang: Okay.
183 00:21:17.340 ⇒ 00:21:24.420 Hannah Wang: So that’s the proposal part, and then I’ll help you do the proposal Email. So…
184 00:21:25.800 ⇒ 00:21:32.199 Hannah Wang: Let’s see… ugh, trying to remember previous proposals…
185 00:21:37.030 ⇒ 00:21:40.840 Hannah Wang: I think the Tom did. Hello, Fresh.
186 00:21:41.260 ⇒ 00:21:43.340 Hannah Wang: That was a proposal.
187 00:21:48.640 ⇒ 00:21:49.570 Hannah Wang: There we go.
188 00:21:52.440 ⇒ 00:21:55.570 Hannah Wang: Hmm, let’s see…
189 00:22:00.260 ⇒ 00:22:02.620 Hannah Wang: Okay, maybe not this. Let’s see.
190 00:22:02.800 ⇒ 00:22:04.000 Hannah Wang: I…
191 00:22:07.930 ⇒ 00:22:14.549 Justina Spinn: Really quickly, I’m looking at my chat GPT, I just got access to, like, the Brainforge one. I don’t, like…
192 00:22:14.920 ⇒ 00:22:20.320 Justina Spinn: I’m not seeing the library pieces that you were showing me.
193 00:22:20.320 ⇒ 00:22:23.140 Hannah Wang: Yeah, how about you share your screen and we can go through it?
194 00:22:33.160 ⇒ 00:22:35.899 Hannah Wang: Yeah, so click, New Project right here.
195 00:22:37.340 ⇒ 00:22:40.099 Hannah Wang: Yeah, and then SOW Creator?
196 00:22:43.850 ⇒ 00:22:47.610 Hannah Wang: And then you can create project.
197 00:22:49.420 ⇒ 00:22:56.240 Hannah Wang: And then… Click on this, I think.
198 00:22:58.230 ⇒ 00:22:59.780 Justina Spinn: Sorry.
199 00:23:00.040 ⇒ 00:23:00.870 Justina Spinn: Where?
200 00:23:01.050 ⇒ 00:23:03.400 Hannah Wang: The three dots at the top right.
201 00:23:03.730 ⇒ 00:23:06.880 Hannah Wang: Over here. And add instructions.
202 00:23:08.020 ⇒ 00:23:11.770 Hannah Wang: Yeah, and then paste the prompt into there.
203 00:23:12.550 ⇒ 00:23:15.009 Justina Spinn: And the prompt is coming from Notion, right?
204 00:23:15.010 ⇒ 00:23:19.439 Hannah Wang: Correct, it’s the… let me send you the link.
205 00:23:19.590 ⇒ 00:23:22.180 Hannah Wang: SOW Creator…
206 00:23:23.000 ⇒ 00:23:24.130 Justina Spinn: Got it.
207 00:23:24.380 ⇒ 00:23:25.350 Hannah Wang: Got it? Okay.
208 00:23:38.610 ⇒ 00:23:45.080 Hannah Wang: Yeah, while you do that, let me look for an example proposal.
209 00:23:58.380 ⇒ 00:23:59.280 Justina Spinn: Okay.
210 00:24:01.630 ⇒ 00:24:04.180 Justina Spinn: Alright,
211 00:24:06.060 ⇒ 00:24:10.980 Justina Spinn: That’s helpful. Sorry, I thought that it was, like, already in there, because it was on the Brainforge account.
212 00:24:11.260 ⇒ 00:24:12.710 Hannah Wang: I know, I thought so too.
213 00:24:12.710 ⇒ 00:24:14.010 Justina Spinn: I feel like…
214 00:24:14.010 ⇒ 00:24:21.140 Hannah Wang: It’s different for every person. Like, it’s your own little library. Yeah. It’s within the BrainForge account.
215 00:24:21.290 ⇒ 00:24:24.060 Hannah Wang: Okay, so…
216 00:24:25.780 ⇒ 00:24:33.519 Hannah Wang: I’m just trying to… maybe I’m doing a bad job skimming. Here’s a sample. What is this?
217 00:24:39.320 ⇒ 00:24:41.380 Hannah Wang: Maybe NEFCO?
218 00:24:48.290 ⇒ 00:24:51.160 Hannah Wang: No, not EFCO. Home Pro.
219 00:24:53.620 ⇒ 00:24:54.900 Hannah Wang: Here we go.
220 00:24:56.030 ⇒ 00:24:59.260 Hannah Wang: Okay, it’s kinda… Kinda short.
221 00:24:59.390 ⇒ 00:25:03.160 Hannah Wang: Here’s a proposal, let me know if you have questions.
222 00:25:07.920 ⇒ 00:25:16.719 Hannah Wang: Okay, so in this case, what I would do… there’s another prompt, so there should be a…
223 00:25:19.620 ⇒ 00:25:29.655 Hannah Wang: sales follow-up creator prompt, I will also share that link with you. follow…
224 00:25:30.830 ⇒ 00:25:37.840 Hannah Wang: So, use the one that’s prefixed with my name, because the original one is too long. So…
225 00:25:38.500 ⇒ 00:25:43.440 Hannah Wang: Chat… the… it doesn’t accept it, because there’s too many characters.
226 00:25:43.680 ⇒ 00:25:56.110 Hannah Wang: So, make another project called, like, sales email follow-up writer, and then do the same thing and paste this in there. So after you do that, I would…
227 00:25:56.120 ⇒ 00:26:08.009 Hannah Wang: go back… I would go back to it and say, I’m trying to draft an email where I’m going to send a proposal, an SOW.
228 00:26:08.310 ⇒ 00:26:12.750 Hannah Wang: Here is the… Existing email thread.
229 00:26:13.600 ⇒ 00:26:24.740 Hannah Wang: Now, what I would do is go here, Go over here… And… Yeah, just… do that.
230 00:26:26.640 ⇒ 00:26:30.970 Hannah Wang: So I pasted it in, and then I… for good measure.
231 00:26:31.240 ⇒ 00:26:37.990 Hannah Wang: I’m also going to… here’s also the… Transcript from the meeting.
232 00:26:39.220 ⇒ 00:26:43.410 Hannah Wang: And then I would… Feed it there.
233 00:26:48.160 ⇒ 00:26:50.740 Hannah Wang: Yeah, and then let’s see, let’s see what it says.
234 00:27:21.810 ⇒ 00:27:30.469 Hannah Wang: I don’t know if this is overkill, hmm… Just because… his previous one.
235 00:27:32.500 ⇒ 00:27:34.989 Hannah Wang: It’s really short, but…
236 00:27:34.990 ⇒ 00:27:35.420 Justina Spinn: Yeah.
237 00:27:35.420 ⇒ 00:27:38.980 Hannah Wang: Let me try to find one more example.
238 00:27:39.480 ⇒ 00:27:41.640 Hannah Wang: Let’s look at Ellie Mental Health.
239 00:27:46.620 ⇒ 00:27:47.950 Hannah Wang: Doo-do…
240 00:27:53.090 ⇒ 00:27:55.670 Hannah Wang: I guess it’s not overkill.
241 00:27:56.110 ⇒ 00:28:08.349 Hannah Wang: Okay, so… After you’ve gotten the PDF, or the SOW approved,
242 00:28:08.760 ⇒ 00:28:23.479 Hannah Wang: you can export it, and I can, show you how to do this later if you forget, but if you go… if you scroll on the right panel over here in Figma, and go all the way down, you should see an export section, right here.
243 00:28:23.920 ⇒ 00:28:24.750 Justina Spinn: blood.
244 00:28:24.750 ⇒ 00:28:27.050 Hannah Wang: Click on the frame, or the name.
245 00:28:27.320 ⇒ 00:28:34.360 Hannah Wang: like, the same as when you rename it and copy the link, and then make sure it’s PDF and you can export it.
246 00:28:34.510 ⇒ 00:28:39.979 Hannah Wang: So that’s how you export the PDF. So after you do that, I would…
247 00:28:40.170 ⇒ 00:28:47.730 Hannah Wang: Go back to the thread… on the Yeti software, and…
248 00:28:49.630 ⇒ 00:28:55.990 Hannah Wang: I would draft a follow-up email, so… I would…
249 00:28:58.760 ⇒ 00:29:00.750 Hannah Wang: Him to meet up with you.
250 00:29:04.220 ⇒ 00:29:06.900 Hannah Wang: Okay, so let me go back to here.
251 00:29:07.140 ⇒ 00:29:12.720 Hannah Wang: Okay, so it was with Brian, not… Kevin.
252 00:29:14.620 ⇒ 00:29:20.299 Hannah Wang: I don’t know if they have… An existing email thread.
253 00:29:28.130 ⇒ 00:29:32.029 Hannah Wang: Yeah, so granola also is nice because it has,
254 00:29:32.700 ⇒ 00:29:39.349 Hannah Wang: like, whatever email was used to accept the invite, I think it tracks it, so… Looks like it’s here.
255 00:29:39.580 ⇒ 00:29:44.120 Hannah Wang: So I would copy… Copy email.
256 00:29:46.560 ⇒ 00:29:52.690 Hannah Wang: I’m scared to open it, what does it do?
257 00:29:56.180 ⇒ 00:29:58.030 Hannah Wang: Okay, let’s see what it does.
258 00:30:00.460 ⇒ 00:30:01.450 Hannah Wang: Okay.
259 00:30:02.460 ⇒ 00:30:05.849 Hannah Wang: Copy. So I’m gonna copy that email.
260 00:30:06.510 ⇒ 00:30:11.369 Hannah Wang: And… I would probably do that.
261 00:30:11.480 ⇒ 00:30:17.239 Hannah Wang: I would Paste it here, maybe CC Kevin instead.
262 00:30:17.590 ⇒ 00:30:21.220 Hannah Wang: And then, I would go back here.
263 00:30:32.640 ⇒ 00:30:39.750 Hannah Wang: So, since I already looped in Kevin, I’m just gonna… Tell.
264 00:30:40.200 ⇒ 00:30:44.010 Hannah Wang: AI to change it, so… In the email thread.
265 00:30:44.400 ⇒ 00:30:52.870 Hannah Wang: I’m going to CC Kevin, but the email is going to be directly to Brian. Help me change the…
266 00:30:53.970 ⇒ 00:30:58.160 Hannah Wang: Copy at the end about looping in Kevin.
267 00:31:00.950 ⇒ 00:31:03.150 Hannah Wang: Hmm, goodness.
268 00:31:03.850 ⇒ 00:31:05.250 Hannah Wang: Alright.
269 00:31:09.750 ⇒ 00:31:13.840 Hannah Wang: Yeah, so… I would…
270 00:31:21.110 ⇒ 00:31:24.849 Hannah Wang: Another thing with AI, it loves m dashes.
271 00:31:25.460 ⇒ 00:31:25.950 Justina Spinn: Yes.
272 00:31:25.950 ⇒ 00:31:26.679 Hannah Wang: Get rid of it.
273 00:31:26.680 ⇒ 00:31:30.429 Justina Spinn: Yeah, I always get rid of those.
274 00:31:30.560 ⇒ 00:31:31.589 Justina Spinn: Excuse me.
275 00:31:31.910 ⇒ 00:31:36.629 Hannah Wang: I’ve attached the SOW at this email.
276 00:31:37.570 ⇒ 00:31:38.980 Hannah Wang: for review.
277 00:31:41.530 ⇒ 00:31:45.360 Hannah Wang: And signature. I don’t know if we have signatures here.
278 00:31:46.190 ⇒ 00:31:49.640 Hannah Wang: There is no signature in the SOW.
279 00:32:26.080 ⇒ 00:32:42.550 Hannah Wang: Something like this. But yeah, well, a long time ago, when I was helping Uten with it, maybe, like, a month or two ago, he said, oh, as long as you get it, like, 75% there, he can take the rest. I don’t know if Robert thinks that way, too, but that’s…
280 00:32:42.700 ⇒ 00:33:00.360 Hannah Wang: generally, we’re just helping them create the scaffolding so that, you know, it’s hard to create emails from zero, so if there’s something there, they can at least edit it. So I would do that, and then I would attach the PDF in here, and then I would just…
281 00:33:00.830 ⇒ 00:33:04.010 Hannah Wang: Leave it, and then it should be in…
282 00:33:04.840 ⇒ 00:33:14.650 Hannah Wang: the draft here. And then afterwards, the last step is I would update the channel, so…
283 00:33:14.960 ⇒ 00:33:18.410 Hannah Wang: I would just be like, at Robert.
284 00:33:19.370 ⇒ 00:33:26.930 Hannah Wang: I was able to track the SOW, and then, like, link it, and then I also…
285 00:33:27.040 ⇒ 00:33:35.430 Hannah Wang: created a draft in your email, let me know if you need anything to be changed, and then wait for his approval.
286 00:33:36.420 ⇒ 00:33:38.020 Hannah Wang: So, yeah.
287 00:33:38.590 ⇒ 00:33:48.330 Hannah Wang: kind of the whole flow. I know I… yeah, I try to just basically do it with you, and kind of for you, so you know, like.
288 00:33:48.560 ⇒ 00:34:03.739 Hannah Wang: you kind of see every step that goes into it. But yeah, usually, like, with AI, you know, sometimes it hallucinates stuff and makes stuff up, so I just try to make sure, like, oh yeah, there’s no signature, like, I’m gonna CC Kevin, just to, like, make it.
289 00:34:03.810 ⇒ 00:34:08.800 Hannah Wang: as accurate as possible to make their lives easier. And then I…
290 00:34:08.920 ⇒ 00:34:14.169 Hannah Wang: go from there. So, yeah, any questions on, like, the email?
291 00:34:14.389 ⇒ 00:34:16.500 Hannah Wang: Creating part of it.
292 00:34:16.880 ⇒ 00:34:26.569 Justina Spinn: No, I think I’ve got that part. I did a couple of follow-ups for Robert already, but it was just, like, obviously super short, so not, like, that in-depth, but I think that’s.
293 00:34:26.570 ⇒ 00:34:27.020 Hannah Wang: Okay.
294 00:34:27.020 ⇒ 00:34:32.170 Justina Spinn: ChatGPT will help. So, that’s helpful.
295 00:34:34.110 ⇒ 00:34:37.139 Justina Spinn: I guess… I don’t know, the only thing that I’m, like…
296 00:34:38.460 ⇒ 00:34:52.320 Justina Spinn: Can you send me whatever you had on your chat GPT that it pulled up? Because mine is, like… I don’t know, maybe it needs to learn more? It, like, is giving me so much.
297 00:34:52.320 ⇒ 00:34:52.710 Hannah Wang: Okay.
298 00:34:52.710 ⇒ 00:34:57.410 Justina Spinn: What’d you stick in? You stuck in granola and the transcript.
299 00:34:57.410 ⇒ 00:34:59.100 Hannah Wang: For which one? The SOW?
300 00:34:59.100 ⇒ 00:35:03.539 Justina Spinn: Yeah, for the SOW creator.
301 00:35:03.570 ⇒ 00:35:04.700 Hannah Wang: Let’s see…
302 00:35:08.180 ⇒ 00:35:12.600 Hannah Wang: I don’t really know how the training works, like, I don’t know if…
303 00:35:13.170 ⇒ 00:35:18.240 Hannah Wang: like, ChatGPT updates its memory based on, like, all of my projects.
304 00:35:18.240 ⇒ 00:35:19.110 Justina Spinn: Right.
305 00:35:19.110 ⇒ 00:35:25.270 Hannah Wang: Like, I’ve done this a couple of times, so maybe that’s why it’s tailored, or maybe not. But basically, I just said.
306 00:35:25.650 ⇒ 00:35:29.399 Hannah Wang: Yeah, I’m trying to create an SOW. I will paste the…
307 00:35:29.680 ⇒ 00:35:36.840 Hannah Wang: transcript and meeting notes, and then help me come up with the proposal. What did I give you? You can share your screen, and we can take a look.
308 00:35:38.560 ⇒ 00:35:42.779 Justina Spinn: I think maybe I didn’t give it enough information about what I wanted.
309 00:35:43.620 ⇒ 00:35:45.829 Justina Spinn: Let me see…
310 00:35:57.320 ⇒ 00:35:58.200 Justina Spinn: It’s…
311 00:36:02.020 ⇒ 00:36:09.270 Justina Spinn: Yours didn’t have all… so I must have not given it some kind of information, like, I had to have…
312 00:36:09.600 ⇒ 00:36:12.309 Justina Spinn: Missed something.
313 00:36:12.970 ⇒ 00:36:18.220 Hannah Wang: I don’t… How did you prompt it? Like, what was your…
314 00:36:18.220 ⇒ 00:36:21.889 Justina Spinn: I think I just stuck in, like, the transcript and.
315 00:36:21.890 ⇒ 00:36:23.220 Hannah Wang: Okay.
316 00:36:23.220 ⇒ 00:36:34.250 Justina Spinn: Yeah, so I need to give it more information, so it’s… I need it to create… Like…
317 00:36:34.630 ⇒ 00:36:40.099 Justina Spinn: Can we stick in, like, one of these other ones? Will it be able to read that?
318 00:36:40.100 ⇒ 00:36:51.969 Hannah Wang: Totally. You can screenshot it, so just, like, take a screenshot of it, and then send that screenshot to… like, you can attach images to ChatGPT.
319 00:36:52.570 ⇒ 00:36:58.199 Justina Spinn: Should I use a screenshot of this one, or should I use a screenshot of, like, an example?
320 00:36:58.200 ⇒ 00:37:06.380 Hannah Wang: Maybe you can do Inner World? So I think that’s… Somewhere at the bottom… left.
321 00:37:07.070 ⇒ 00:37:08.610 Justina Spinn: What is it called? Inner World?
322 00:37:08.610 ⇒ 00:37:14.639 Hannah Wang: Inner world, yeah, inner… And then… Yeah, that one.
323 00:37:15.480 ⇒ 00:37:15.940 Justina Spinn: Okay.
324 00:37:15.940 ⇒ 00:37:18.200 Hannah Wang: Yeah, so you can just screenshot that.
325 00:37:23.560 ⇒ 00:37:32.969 Justina Spinn: Oh my god, I can’t remember how to friggin’ screenshot on this computer. I switched from a Mac to Lenovo, and I keep on having to try to figure out…
326 00:37:33.690 ⇒ 00:37:36.270 Hannah Wang: Oh, you meet that switch, any reason?
327 00:37:36.500 ⇒ 00:37:41.379 Justina Spinn: Honestly, I don’t have, like, anything…
328 00:37:41.410 ⇒ 00:37:49.129 Hannah Wang: Apple at all. I had, like, a Mac for my previous job. Yeah.
329 00:37:49.320 ⇒ 00:37:56.090 Justina Spinn: And, like, I liked it for, like, work purposes, but then I was like, it’s kind of… like, having one Apple product is, like.
330 00:37:56.310 ⇒ 00:37:57.789 Justina Spinn: Feels kind of pointless.
331 00:37:57.790 ⇒ 00:37:59.509 Hannah Wang: I know. Yeah.
332 00:38:00.080 ⇒ 00:38:04.590 Justina Spinn: Okay, let me see, sorry, I’m googling.
333 00:38:04.590 ⇒ 00:38:13.770 Hannah Wang: Windows, whenever I use my husband’s laptop, because his is, I think, an HP, I’m like, I… I’m so terrible at.
334 00:38:13.770 ⇒ 00:38:16.879 Justina Spinn: Yeah, why is it so…
335 00:38:16.880 ⇒ 00:38:27.060 Hannah Wang: I’m, like, 50% slower, like… Yeah! I seriously feel like I’m losing my mind right now, and I’m like, oh my gosh, I swear I’m not, like, this dumb.
336 00:38:28.280 ⇒ 00:38:40.229 Justina Spinn: Okay… Let’s see… it was… Window, Shift S… And we want this…
337 00:38:40.800 ⇒ 00:38:43.030 Justina Spinn: And then where does it go? Alright.
338 00:38:43.030 ⇒ 00:38:43.880 Hannah Wang: It’s not…
339 00:38:43.880 ⇒ 00:38:47.450 Justina Spinn: stay on here for me, but I’ll try to figure it out.
340 00:38:47.450 ⇒ 00:39:01.769 Hannah Wang: No, you’re good. Yeah, so I would… yeah, just, like, drag that into ChatGPT, and then just be like, oh, this is a previous example of an SOW, can you make the format similar? And then see if that gets you there.
341 00:39:01.920 ⇒ 00:39:09.649 Hannah Wang: I will send you the one that I have, just maybe for comparison purposes.
342 00:39:10.010 ⇒ 00:39:14.589 Hannah Wang: I’ll send that after our call, just so you can compare and contrast, but…
343 00:39:14.960 ⇒ 00:39:19.689 Justina Spinn: Yeah, I don’t… I don’t know AI hit or miss, you know, so… Right.
344 00:39:19.900 ⇒ 00:39:20.900 Justina Spinn: Okay.
345 00:39:21.160 ⇒ 00:39:25.840 Justina Spinn: Cool, that was helpful. Thank you for all of the things.
346 00:39:26.060 ⇒ 00:39:41.089 Hannah Wang: Yeah, no worries. I will also… I recorded a how to sales… how to do a sales follow-up loom for, someone previously, so I can send you that too, because I know you know how to do it, but just in case.
347 00:39:41.090 ⇒ 00:39:42.780 Justina Spinn: Yeah, that would be great.
348 00:39:43.240 ⇒ 00:39:47.320 Hannah Wang: I walked through, like, using the prompt and stuff like that.
349 00:39:47.320 ⇒ 00:39:48.100 Justina Spinn: Okay.
350 00:39:48.480 ⇒ 00:39:57.119 Hannah Wang: Yeah, so I’ll send you that, and then I’ll send you the SOW, and then… I think that’s…
351 00:39:58.010 ⇒ 00:40:05.290 Hannah Wang: it. Let me know if you have any more questions, and I’m happy to help you and hop on a call again.
352 00:40:05.600 ⇒ 00:40:07.730 Justina Spinn: Okay, thank you, I appreciate it.
353 00:40:08.040 ⇒ 00:40:09.699 Hannah Wang: Of course, talk on Slack.
354 00:40:09.700 ⇒ 00:40:10.400 Justina Spinn: Bye.
355 00:40:10.590 ⇒ 00:40:10.970 Hannah Wang: Bye.