Meeting Title: Brainforge HubSpot Automations Sync Date: 2025-09-26 Meeting participants: Justina Spinn, Robert Tseng
WEBVTT
1 00:02:18.770 ⇒ 00:02:20.490 Robert Tseng: Hey, Justina.
2 00:02:26.880 ⇒ 00:02:31.460 Justina Spinn: I’m not sure if you saw the Slack message, but it looks like Gutel might not be joining.
3 00:02:32.670 ⇒ 00:02:35.880 Robert Tseng: Yeah, I don’t think he is. He’s probably in travel right now.
4 00:02:35.880 ⇒ 00:02:37.480 Justina Spinn: Okay, cool.
5 00:02:38.500 ⇒ 00:02:39.050 Robert Tseng: Yeah.
6 00:02:43.030 ⇒ 00:02:45.090 Robert Tseng: How was the conference yesterday?
7 00:02:45.950 ⇒ 00:02:49.669 Justina Spinn: It was good. It was a lot of information, but it was interesting.
8 00:02:51.010 ⇒ 00:02:52.589 Robert Tseng: What did you get out of it?
9 00:02:54.120 ⇒ 00:02:58.730 Justina Spinn: That there’s a lot of stuff about AI that I don’t know.
10 00:02:59.460 ⇒ 00:03:01.870 Robert Tseng: There’s just…
11 00:03:01.870 ⇒ 00:03:03.759 Justina Spinn: Yeah, I mean, a lot of it was…
12 00:03:03.970 ⇒ 00:03:07.760 Justina Spinn: was over my head, honestly. But…
13 00:03:08.280 ⇒ 00:03:13.299 Justina Spinn: I did get to see Utam, like, sit down and talk with some people,
14 00:03:13.770 ⇒ 00:03:27.959 Justina Spinn: And he… he spoke with one lady who was in real estate, and it was just kind of interesting to see him, like, work and, like, the questions that he asked and… and that kind of thing. It’s just…
15 00:03:28.530 ⇒ 00:03:37.739 Justina Spinn: he’s… he’s good at it. It was nice to be able to see, like, you know, the kinds of questions that he’s asking and stuff like that, so…
16 00:03:39.080 ⇒ 00:03:39.730 Robert Tseng: Yeah.
17 00:03:44.040 ⇒ 00:03:50.630 Robert Tseng: I’m trying to pull up that Notion doc that we went through last week. I forgot what it’s called. Do you have any idea?
18 00:03:51.430 ⇒ 00:03:54.079 Justina Spinn: Let me see…
19 00:04:02.860 ⇒ 00:04:04.640 Justina Spinn: Let me send it to you again.
20 00:04:05.420 ⇒ 00:04:12.400 Justina Spinn: I think it’s just… I think this is the one. Justina Spin. I think that’s all it is.
21 00:04:33.190 ⇒ 00:04:41.780 Robert Tseng: Okay, got it. Yeah, so… we’ll kind of just run through…
22 00:04:47.660 ⇒ 00:04:51.999 Robert Tseng: Let’s see… okay, I’ll pull that one up, and then I’ll also have…
23 00:05:13.020 ⇒ 00:05:13.810 Robert Tseng: Okay.
24 00:05:15.420 ⇒ 00:05:23.490 Robert Tseng: Cool. Yeah, so we’ll start here, and just kind of go through, yeah, just as far as,
25 00:05:25.220 ⇒ 00:05:34.329 Robert Tseng: yeah, as far as focus areas, like, I feel like, HubSpot is definitely in a better place. I think you’ve done a good job of, kind of, yeah, you’re… you’ve added some…
26 00:05:34.450 ⇒ 00:05:47.279 Robert Tseng: improvements that we didn’t have before, so it’s definitely cleaner. I like the Slack, notifications, so, that’s definitely been helpful, just having somebody who knows their way around HubSpot more than she did before.
27 00:05:47.490 ⇒ 00:06:03.330 Robert Tseng: I know you were waiting on some things on, like, adding features, I don’t know if you got around it or not, but if you needed to, you know, we can talk about that later. But just, you know, you’re de facto the HubSpot expert. I mean, at this point, like, we…
28 00:06:03.560 ⇒ 00:06:16.290 Robert Tseng: I mean, I don’t… anything… what you’ve been adding, I don’t… I think is already beyond what I’ve… I’ve done there. So, yeah, I think this is definitely something that, you know, you’ve been owning already, so I think that’s been good.
29 00:06:16.860 ⇒ 00:06:27.160 Robert Tseng: As far as SOPs and playbooks go, yeah, I don’t really know how much you’ve been contributing to that. Maybe you’ve, like, followed on some bars, and then…
30 00:06:27.500 ⇒ 00:06:31.990 Robert Tseng: I know you started some documents around, like, deal stages and stuff, so…
31 00:06:32.110 ⇒ 00:06:49.709 Robert Tseng: Yeah, I would like to see more of your kind of, like, making things work for you, and not just, like, taking what we have. I think that’d probably be more helpful for yourself. So, yeah, I mean, I don’t know if these are the right kind of definitions, but to me, this is, like.
32 00:06:50.170 ⇒ 00:07:02.529 Robert Tseng: ready, still in progress, or, like, kind of shaky, and then, like, not… not really… have not started yet. I don’t… I’m not gonna redefine it right now, but that’s how I read these… these signs.
33 00:07:03.050 ⇒ 00:07:07.909 Robert Tseng: Sales ops reporting, I think, yeah, you build out some dashboards.
34 00:07:08.250 ⇒ 00:07:21.080 Robert Tseng: in HubSpot, and then I think you did a good job of reading things out, at the planning meeting on Monday, so I don’t have any issues with you, kind of, and how you’ve, you know, been able to take that on.
35 00:07:21.650 ⇒ 00:07:26.899 Robert Tseng: And then, as far as liaison, PM, and ops,
36 00:07:27.120 ⇒ 00:07:31.439 Robert Tseng: Yeah, I don’t really honestly don’t understand what this is, so I’m gonna take it out.
37 00:07:36.200 ⇒ 00:07:41.059 Robert Tseng: automations, HubSpot workflows, I feel like that’s really part of this.
38 00:07:41.200 ⇒ 00:07:45.499 Robert Tseng: plays and sheet syncs, Autotasks, and these steel stages.
39 00:07:45.610 ⇒ 00:07:47.110 Robert Tseng: I mean, I think that’s…
40 00:07:47.220 ⇒ 00:07:52.799 Robert Tseng: you know, where we want you to head towards. I don’t really think we’ve really tackled too much of that yet, so…
41 00:07:52.910 ⇒ 00:07:54.639 Robert Tseng: I’m just gonna leave that bare.
42 00:07:54.890 ⇒ 00:07:58.130 Robert Tseng: Yeah.
43 00:07:58.370 ⇒ 00:08:01.799 Robert Tseng: Anything else here?
44 00:08:04.760 ⇒ 00:08:07.209 Justina Spinn: No, I think that’s good.
45 00:08:07.730 ⇒ 00:08:08.370 Robert Tseng: Okay.
46 00:08:09.880 ⇒ 00:08:19.880 Robert Tseng: Yeah, I think I asked you last time to kind of, like, basically write your own job description, so I kind of helped you outline it, and you can kind of write out, like, your activities. I think this is…
47 00:08:20.280 ⇒ 00:08:38.479 Robert Tseng: something that you should just… yeah, I feel like you should take a crack at writing it out. You know, if you were to tell somebody, you know, like, what you do at Rintforge, like, I think, you know, this is a good exercise for you, and then also helps me to better understand how you view the work that you’re doing here, so…
48 00:08:38.530 ⇒ 00:08:44.090 Robert Tseng: Yeah, so I would just kind of say this is more on you to kind of fill out, in your own time.
49 00:08:44.490 ⇒ 00:08:45.800 Justina Spinn: Okay.
50 00:08:47.400 ⇒ 00:08:54.369 Robert Tseng: Yeah, I think as far as the checklist-wise, I’m not really gonna go through that. We talked about success criteria here.
51 00:08:54.820 ⇒ 00:09:07.489 Robert Tseng: I’ll do HubSpot automations, we did, yeah, email, drafting, sequence…
52 00:09:12.440 ⇒ 00:09:14.849 Robert Tseng: Thanks. So…
53 00:09:16.890 ⇒ 00:09:22.950 Robert Tseng: yeah, I think I’ve tossed a couple things more your way that are like, hey… like, for example.
54 00:09:23.300 ⇒ 00:09:33.049 Robert Tseng: the Customer Engagement Summit follow-ups, like, I didn’t write the copy this time, I just asked you to kind of draft it, so…
55 00:09:33.170 ⇒ 00:09:42.289 Robert Tseng: I’m starting to kind of not just, you know, you’re moving on from just things that I… I’ve kind of put together, so hopefully that’s, you know.
56 00:09:42.440 ⇒ 00:09:49.620 Robert Tseng: you know, there’s a clear trajectory that I would want you to be, kind of taking over those
57 00:09:49.860 ⇒ 00:10:08.489 Robert Tseng: like, writing those sequences in the future. Some of them I will still contribute to as we’re launching new campaigns. But yeah, I think, like, I’m not going to be the one kind of creating the messaging all the time. So, yeah. And then, as far as, like, feedback from
58 00:10:10.190 ⇒ 00:10:24.310 Robert Tseng: tools perspective… I mean, I haven’t heard anything from you, so I don’t know if that means that things aren’t going well, or you’re lost, like, I don’t… I don’t really know. But yeah, I think HubSpot definitely kind of saw some progress this week.
59 00:10:24.470 ⇒ 00:10:29.160 Robert Tseng: So… That… makes sense to me.
60 00:10:29.870 ⇒ 00:10:30.540 Justina Spinn: Okay.
61 00:10:30.710 ⇒ 00:10:32.190 Robert Tseng: Am I missing anything here?
62 00:10:32.380 ⇒ 00:10:38.040 Justina Spinn: No, and I mean, as far as tools, I don’t, I mean, I’m still…
63 00:10:39.550 ⇒ 00:10:48.069 Justina Spinn: trying to dive into a lot of things. Like, right now, I’m trying to figure out how to use Clay and Apollo. It’s just, like, things that I’ve never used before, and there’s not…
64 00:10:48.600 ⇒ 00:10:54.330 Justina Spinn: Like, I spoke with Hannah about, like,
65 00:10:54.990 ⇒ 00:10:57.470 Justina Spinn: What is the email tool? Instantly.
66 00:10:57.500 ⇒ 00:11:17.330 Justina Spinn: I spoke with her about that, and just tried to understand, like, the process with that. I need to look into how all of the… because there’s integrations, but I’m not really seeing anything in HubSpot that suggests that those things have actually been running and working.
67 00:11:17.950 ⇒ 00:11:22.110 Justina Spinn: I know that, like, the instantly one did seem to be broken, so whoever had
68 00:11:22.430 ⇒ 00:11:29.329 Justina Spinn: added that one in there. It wasn’t working for some reason, so I got that one.
69 00:11:29.780 ⇒ 00:11:36.130 Justina Spinn: re-integrated, but it’s not… I don’t know what it’s doing, so,
70 00:11:37.390 ⇒ 00:11:46.540 Justina Spinn: Yeah, I need to… I need to just, like, look into all of those different tools that you guys use, because there’s… there’s a lot of them, and I’ve never used any of them, so.
71 00:11:46.880 ⇒ 00:11:55.939 Robert Tseng: If integrations are breaking, I don’t feel like you should be the one to… I mean, it’s good to… you should learn what those tools are, but, yeah, you should just tag the AI team.
72 00:11:56.380 ⇒ 00:12:13.619 Justina Spinn: Yeah, I mean, it wasn’t… it’s not like a… like a difficult integration, it’s like a couple clips… clicks of a button, it’s just, like, logging into each one. I think whoever set it up just maybe isn’t here anymore? I don’t know. So sometimes it breaks if the person’s account is disabled.
73 00:12:13.740 ⇒ 00:12:20.160 Justina Spinn: So that’s something to keep in mind for the future,
74 00:12:20.940 ⇒ 00:12:35.869 Justina Spinn: But yeah, like, I’m not seeing anything on HubSpot about, like, how, like… I would like to be able to go in there and see, like, who we emailed, and, like, all of those people listed out, like, somehow, and that kind of thing. So, yeah, I mean…
75 00:12:36.870 ⇒ 00:12:43.520 Justina Spinn: I also know that, like, HubSpot can do everything that Instantly is doing, so…
76 00:12:43.520 ⇒ 00:12:44.400 Robert Tseng: or can’t.
77 00:12:44.400 ⇒ 00:12:45.510 Justina Spinn: can.
78 00:12:45.800 ⇒ 00:12:59.499 Justina Spinn: It’s just gonna… I think it’s… Hannah and I looked at, like, how much we’re paying for instantly, and it’s, like, I don’t know, 100 bucks a month, and I… I’m pretty sure that HubSpot would be more than that. So that’s something to, you know.
79 00:12:59.800 ⇒ 00:13:00.800 Robert Tseng: Yeah, I mean…
80 00:13:00.800 ⇒ 00:13:04.629 Justina Spinn: a lot of different tools. We’re using a lot.
81 00:13:04.630 ⇒ 00:13:11.600 Robert Tseng: I don’t necessarily think that we need to use all these tools, so…
82 00:13:11.790 ⇒ 00:13:24.470 Robert Tseng: I think it ends up being cheaper when you kind of, like, use different tools for different use cases, rather than, you know, obviously HubSpot’s just gonna upcharge you on everything that you add to it, so that’s probably why it was kind of put together that way.
83 00:13:24.470 ⇒ 00:13:25.740 Justina Spinn: Yeah.
84 00:13:26.540 ⇒ 00:13:33.289 Robert Tseng: Yeah, I mean, I don’t really feel like you need to be using instantly right now, I mean,
85 00:13:33.550 ⇒ 00:13:36.380 Robert Tseng: If we need to schedule any email campaigns and stuff.
86 00:13:36.820 ⇒ 00:13:40.380 Robert Tseng: And I don’t really think they need to go straight into HubSpot,
87 00:13:40.460 ⇒ 00:13:45.980 Robert Tseng: Because, you know, we’re… you know, instantly, to me, is like a high-volume email sending tool, and…
88 00:13:46.060 ⇒ 00:14:03.949 Robert Tseng: we’re, you know, the open rates are, like, less than 4%, like, it just doesn’t make… 96% of them, I do not want to ever see in HubSpot. Like, we’re never… they’re never gonna… it’s not gonna… it’s not gonna turn into anything. So, I think it’s more of just, like, a top-of-funnel awareness kind of tool for…
89 00:14:03.960 ⇒ 00:14:15.830 Robert Tseng: like, Ryan to try to get in front of lead lists, or lead people. Once there’s a response, I think that’s when it should come into HubSpot. But, yeah, I think that’s something that should be able to be captured
90 00:14:15.980 ⇒ 00:14:24.000 Robert Tseng: Just from… the existing, like, HubSpot, Extension, right?
91 00:14:24.490 ⇒ 00:14:27.090 Robert Tseng: Like, anyone that responds to us should…
92 00:14:27.640 ⇒ 00:14:43.679 Robert Tseng: Oh, well, actually, I’m not… I’m not… it’s not too clear in my head, I don’t like how that… how all that works. If we need to be the one to send it first from using the HubSpot extension to, like, a BCC’d email, and then a response on that, I… I don’t know, maybe there was, like, some drop-off there.
93 00:14:44.030 ⇒ 00:14:52.320 Robert Tseng: But in my mind, if we’re sending an email from instantly, the first one should not be tracked, but if there’s a response, then maybe it should start to be tracked.
94 00:14:53.040 ⇒ 00:15:07.529 Justina Spinn: Okay, I think that there might be, like, a little bit of a disconnect there. Utam had mentioned otherwise, like, he wanted everything in… like, every… or maybe I’m not understanding what, like, you’re saying right now, but, like.
95 00:15:08.160 ⇒ 00:15:21.819 Justina Spinn: he had said all people, campaigns, and events he wanted tracked in HubSpot, so that whenever you go into HubSpot, you can, like, use the filter like I just posted about for the top table, or the table talk.
96 00:15:22.510 ⇒ 00:15:28.710 Justina Spinn: So you can go in and you can see, like, okay, these people were sent this email, or these people attended this event.
97 00:15:28.880 ⇒ 00:15:34.529 Justina Spinn: So, we only want to track… like you’re saying, we only want to track those people
98 00:15:34.660 ⇒ 00:15:46.410 Justina Spinn: if they responded to the email. So if we get an email response, then I would go in, I’d make that property, and say, this person responded to this email, versus this person received this email.
99 00:15:48.200 ⇒ 00:15:56.080 Robert Tseng: Yeah, well, I guess… I mean, I just don’t understand why we would need to capture stuff from…
100 00:15:57.690 ⇒ 00:16:04.680 Robert Tseng: Well, from what Rutam’s saying, like, why do we need 96% that are never going to say anything back to us?
101 00:16:07.580 ⇒ 00:16:08.480 Justina Spinn: Yeah.
102 00:16:09.040 ⇒ 00:16:11.860 Robert Tseng: I don’t know. Look, I don’t know what that would do for us.
103 00:16:11.860 ⇒ 00:16:19.029 Justina Spinn: somewhere. He said something about playing the long game. But, I mean, I guess that can…
104 00:16:20.070 ⇒ 00:16:25.839 Justina Spinn: So, I don’t know, I’m about to meet with Hannah and Ryan after this, and we’re gonna, like.
105 00:16:26.060 ⇒ 00:16:33.319 Justina Spinn: talk through the process for those events, and the campaigns, and the uploads and stuff. So right now…
106 00:16:34.200 ⇒ 00:16:44.890 Justina Spinn: the direction should just be that we… maybe you just want me to focus on the event attendees for right now until we get, like, a very clear answer on who’s uploaded into HubSpot and who’s not?
107 00:16:45.570 ⇒ 00:16:55.070 Robert Tseng: Yeah, I think it matters more to me. Like, I don’t want us to spend our time, like, focusing on the 96% of people who will never open an email.
108 00:16:55.410 ⇒ 00:16:58.309 Robert Tseng: Like, I would care more about people who we’ve
109 00:16:58.910 ⇒ 00:17:18.030 Robert Tseng: that, like, yeah, like, the people that we’ve actually, had contact with, making sure that everything there is tracked. Like, I… I still think we’re not there yet. You know, there’s… I sent you some photos of, like, okay, there’s some LinkedIn messages that come through. Some of it will have to be manually added in, but other stuff can, you know, is just…
110 00:17:18.540 ⇒ 00:17:22.360 Robert Tseng: I, you know, just making sure that there are no gaps there. Like, I…
111 00:17:22.490 ⇒ 00:17:34.290 Robert Tseng: I… I don’t want every contact in HubSpot, until we have every lead there, if that makes sense. Like, I… if… if we can’t even do, like, the ones that are…
112 00:17:34.620 ⇒ 00:17:41.800 Robert Tseng: engaging with us, then, like, why… what’s the point of going after ones that, like, we… that are never going to interact with us?
113 00:17:42.180 ⇒ 00:17:47.979 Justina Spinn: Okay. So then the people that you had sent me earlier from the LinkedIn messages.
114 00:17:48.570 ⇒ 00:18:00.309 Justina Spinn: When you’re saying new lead, or make sure they’re linked to an existing lead, or linked to an active partner, or new partner, are you talking about in HubSpot or on LinkedIn?
115 00:18:00.600 ⇒ 00:18:02.339 Robert Tseng: I’m talking about in HubSpot.
116 00:18:02.640 ⇒ 00:18:12.569 Justina Spinn: So you want these people put into HubSpot, correct? And then we’ll do, like, for the circle, we’ll do… I’ll, like, mark their company as we’re gonna circle back to them in Q1,
117 00:18:12.840 ⇒ 00:18:15.280 Justina Spinn: Make a move.
118 00:18:15.600 ⇒ 00:18:24.919 Justina Spinn: Alright, so that’s where I need to learn Apollo and Clay and figure out how to get their emails, because I… they’re not… most of those are not, like, easy to find on LinkedIn.
119 00:18:25.110 ⇒ 00:18:27.729 Justina Spinn: Unless I’m missing something there as well.
120 00:18:27.990 ⇒ 00:18:28.660 Robert Tseng: Yeah.
121 00:18:29.180 ⇒ 00:18:29.980 Justina Spinn: Okay.
122 00:18:30.300 ⇒ 00:18:36.320 Justina Spinn: I will… I’ll ask Ryan and Hannah about it, since I’m about to meet with them. Okay.
123 00:18:36.670 ⇒ 00:18:37.699 Justina Spinn: Thank you.
124 00:18:38.110 ⇒ 00:18:57.689 Robert Tseng: Okay, yeah, so things like that, I’ll… I’m just talking about, like, goals for the next week, I guess, so there’s that. Then also, from lead to book meetings, I think there were some things, like Byron from Honey Stinger, for example, was, like, an email that I manually followed up on, but whenever there’s, like, someone that’s like, hey, we want to try to
125 00:18:58.320 ⇒ 00:19:08.080 Robert Tseng: book a call with them, like, I want to see some more, kind of, like, pushing from your side to make sure that that meeting gets booked, so…
126 00:19:08.680 ⇒ 00:19:10.920 Robert Tseng: I mean…
127 00:19:12.380 ⇒ 00:19:17.829 Robert Tseng: It’s not always going to be, like, sending an automated email, like, sometimes it’s just if I need to
128 00:19:17.930 ⇒ 00:19:28.519 Robert Tseng: yeah, we’re still flagging to Utama and I to… to… to hit them up, but, yeah, I… I wanna, I wanna shorten that, that, that, that feedback cycle. Like, I…
129 00:19:28.700 ⇒ 00:19:37.720 Robert Tseng: I think sometimes we’re just dragging out meetings too long, and if we’re not booking meetings within a week, I feel like our likelihood drops off significantly. So,
130 00:19:38.410 ⇒ 00:19:42.409 Robert Tseng: Yeah, so even all the people on the LinkedIn, kind of…
131 00:19:42.640 ⇒ 00:19:55.949 Robert Tseng: screenshots that I sent you. Those are all people that, you know, we need to qualify and figure out within a week. Can we book them on a call? Do we have a reason to book them on a call? If not, then we have to move on from them or circle back with them later on, like…
132 00:19:55.950 ⇒ 00:20:13.650 Robert Tseng: It’s like, in that active lead pipeline, every single person needs to have the action within a week, right? So… and the goal is to try to push as many of them into meetings. If they don’t get the meetings, then they should be… they should just be moved out until we can… we have a direct line of sight towards the next meeting.
133 00:20:14.130 ⇒ 00:20:14.870 Justina Spinn: Okay.
134 00:20:16.910 ⇒ 00:20:17.740 Justina Spinn: Okay.
135 00:20:20.960 ⇒ 00:20:21.910 Justina Spinn: Yeah.
136 00:20:21.910 ⇒ 00:20:23.089 Robert Tseng: And then I…
137 00:20:24.200 ⇒ 00:20:28.520 Justina Spinn: I was gonna say, I told Hannah to also tell… teach you how to.
138 00:20:28.740 ⇒ 00:20:38.200 Robert Tseng: well, figure out how to attach sales assets to proposals and follow-ups. The idea is that, yeah, within the first message, we don’t want to…
139 00:20:38.470 ⇒ 00:20:41.740 Robert Tseng: I’ve noticed this in some of the drafts that you’ve sent me, so…
140 00:20:42.990 ⇒ 00:20:46.150 Robert Tseng: Like, for this one, for example, like, is this…
141 00:20:46.640 ⇒ 00:20:50.099 Robert Tseng: I don’t… I did not,
142 00:20:50.750 ⇒ 00:21:05.890 Robert Tseng: I already… I personally reached out to all these folks, but yeah, for… and I guess now this is maybe not the best example, because this is more for, like, a second, a second touch, but in our first touch messages, I’m not pitching. I’m just, like, connecting with them, or I’m asking a question.
143 00:21:05.940 ⇒ 00:21:21.569 Robert Tseng: And then, in the second or third touch, then maybe we’re pitching, we’re doing an intro, showing, hey, this is who I am, where we come from, whatever. But we should start to find ways to try to inject, our sales assets in there. So, I think…
144 00:21:23.160 ⇒ 00:21:27.979 Robert Tseng: as… yeah, I guess that’s the point. It shouldn’t just be, like.
145 00:21:28.400 ⇒ 00:21:40.000 Robert Tseng: we’re not just, like, texting people, sending, like, messages, but, like, we need to continue to drip, like, pieces of, like, nuggets about… about BrainTowards, the work that we do, how it’s relevant to them.
146 00:21:40.000 ⇒ 00:21:48.580 Robert Tseng: And it takes, like, 3… it takes, like, 3 to 5 of those before, like, somebody’s willing to get on a call, like, generally speaking. So,
147 00:21:48.990 ⇒ 00:21:58.570 Robert Tseng: That’s why the mutual intro playbook has, like, a, you know, a 3-4 step sequence before we get in front of the lead, because part of it is connecting with our mutual.
148 00:21:58.680 ⇒ 00:22:14.379 Robert Tseng: letting them get caught up on, like, what we do and how to introduce us. We give them an intro blurb for them to send to the lead, and, like, it’s intentionally, like, multiple steps, because we’re not just, like, pitch-bombing people with the first message.
149 00:22:15.230 ⇒ 00:22:16.600 Justina Spinn: Bye-bye.
150 00:22:17.850 ⇒ 00:22:26.410 Justina Spinn: So then, if you scroll down a little bit further in my Slack messages, are those okay for the follow-ups? Like, one of those two? There’s two listed.
151 00:22:28.450 ⇒ 00:22:31.330 Justina Spinn: So that it’s a little bit more just like, hey, do you want to chat?
152 00:22:31.600 ⇒ 00:22:34.239 Robert Tseng: Great, yeah, I think that’s fine. And so…
153 00:22:34.360 ⇒ 00:22:40.079 Robert Tseng: that one of these messages that gets sent… I mean, I hope you’re tracking all of this, like, I, you know, I…
154 00:22:40.620 ⇒ 00:22:42.910 Robert Tseng: Yeah, I know. So,
155 00:22:43.630 ⇒ 00:22:54.530 Robert Tseng: Yeah, something like that would be great. And then, you know, you wait a week, and if they don’t respond, then you send another message, and you… and you… but even in this one, I’d be like.
156 00:22:54.710 ⇒ 00:23:04.430 Robert Tseng: Brainforge AI, and you, link to our website or something. Just, like, every message just dripping in something about us that’s, like, something that they can link out to.
157 00:23:04.580 ⇒ 00:23:07.100 Robert Tseng: The app.
158 00:23:08.290 ⇒ 00:23:21.079 Justina Spinn: Okay, so I’m good to send, like, that first little blurb. Attach the Brainforge, website to it, and send it to those couple of people that you had marked for the Customer Engagement Summit.
159 00:23:21.700 ⇒ 00:23:22.740 Justina Spinn: Okay. Yeah.
160 00:23:22.800 ⇒ 00:23:25.780 Robert Tseng: Those are not people that have expressed any, like.
161 00:23:25.900 ⇒ 00:23:38.720 Robert Tseng: intent, so, like, I don’t want to give them too much. If someone responds from there, then we can go with more, but otherwise, I think just a link to a website, is… is… is fine for them at this stage.
162 00:23:39.080 ⇒ 00:23:40.310 Justina Spinn: Okay, sounds good.
163 00:23:55.280 ⇒ 00:24:09.160 Justina Spinn: And then, yeah, like, as far as the… I know that you had, like, approved the marketing seat. I was just gonna wait until you guys approved the circleback sequence, or somebody, I don’t know who needs to approve that, but…
164 00:24:09.160 ⇒ 00:24:21.140 Justina Spinn: I don’t want to, like, go paying for… I know it’s only $20 a month, but I don’t want to, like, go paying for it, and then I’m not able to build that sequence out for, like, a week or two, depending on, like, how long it takes to get some feedback.
165 00:24:21.140 ⇒ 00:24:36.660 Robert Tseng: I mean, if you feel, like, strongly that it’s gonna make your job easier for whatever, like, I’ll just… we’ll just pay, like, I don’t really feel like I need to think about it too much, like, I want to give you the ability to make these decisions, so, like, yeah, I don’t know, you just tell me…
166 00:24:36.770 ⇒ 00:24:53.969 Robert Tseng: what… what you’re gonna be… what you’re gonna be trying. Like, not all experiments, like, work out, so, like, we understand, like, we… we try tools, and they don’t work out all the time. So, if you… if you want to try something, then just… just, you know, just kind of give us… give us a use case, and we’ll… we can agree with that.
167 00:24:54.460 ⇒ 00:24:55.340 Justina Spinn: Okay.
168 00:24:55.740 ⇒ 00:24:56.300 Robert Tseng: Yeah.
169 00:24:57.910 ⇒ 00:25:00.089 Justina Spinn: Alright, I will build that out then.
170 00:25:04.470 ⇒ 00:25:10.690 Justina Spinn: Okay, and then I’m also trying to build out the… the automatic deal stages. I just…
171 00:25:10.800 ⇒ 00:25:25.960 Justina Spinn: I’m gonna, I guess, build out, like, what I think is gonna be best, and I think that there’s gonna be a lot of notifications and a lot of tasks and stuff that are coming through, and then if it’s too much, you guys can just tell me to, like, rain back on them, if that works for you.
172 00:25:26.300 ⇒ 00:25:26.840 Justina Spinn: Yeah.
173 00:25:26.840 ⇒ 00:25:27.530 Robert Tseng: That works.
174 00:25:27.950 ⇒ 00:25:28.730 Justina Spinn: Okay.
175 00:25:34.510 ⇒ 00:25:48.850 Justina Spinn: Okay, so yeah, on the HubSpot in Progress Deal Stages doc, anything where it says who owns the progress, if it’s Brainforge, I’m adding a task, or some kind of notification, just so that you’re aware. And then…
176 00:25:49.230 ⇒ 00:25:51.120 Justina Spinn: Yeah, just give me feedback on it.
177 00:25:52.020 ⇒ 00:25:52.600 Robert Tseng: Okay.
178 00:25:52.880 ⇒ 00:25:53.850 Robert Tseng: Sounds good.
179 00:25:53.850 ⇒ 00:25:54.680 Justina Spinn: Alright.
180 00:25:54.880 ⇒ 00:25:56.160 Robert Tseng: Alright, thank you.
181 00:25:56.160 ⇒ 00:25:56.990 Justina Spinn: Thanks, bye.
182 00:25:56.990 ⇒ 00:25:58.159 Robert Tseng: Talk to you later, bye.