Meeting Title: DE-AE-AI Standup Date: 2025-11-26 Meeting participants: Mustafa Raja, Sez, Robert Tseng, Henry Zhao, Rico Rejoso, Zoran Selinger, Casie Aviles, Amber Lin, Awaish Kumar


WEBVTT

1 00:01:22.720 00:01:24.450 Robert Tseng: Hello, everyone.

2 00:01:25.870 00:01:26.730 Henry Zhao: Hello.

3 00:01:27.480 00:01:28.200 Mustafa Raja: Mmm.

4 00:01:28.870 00:01:30.710 Henry Zhao: Robert, what part of the world are you in right now?

5 00:01:31.730 00:01:32.989 Robert Tseng: I’m in Hong Kong.

6 00:01:33.670 00:01:34.919 Henry Zhao: Oh, that’s right, he told me.

7 00:01:36.100 00:01:36.690 Robert Tseng: Yep.

8 00:01:38.030 00:01:39.350 Henry Zhao: What time is it there now?

9 00:01:40.470 00:01:42.140 Robert Tseng: 11.30 PM?

10 00:01:42.710 00:01:43.500 Henry Zhao: Oh, cool.

11 00:01:45.840 00:01:55.279 Robert Tseng: Yeah, this is, the last day I’m doing this evening stuff, so then I’m coming back to New York and working

12 00:01:56.080 00:01:59.850 Robert Tseng: I prefer mornings, I’m not a night person, that’s for sure.

13 00:02:01.510 00:02:02.560 Henry Zhao: Well, I prefer night.

14 00:02:07.450 00:02:12.099 Robert Tseng: That’s good, yeah. I mean, my, my wife also prefers a night.

15 00:02:23.180 00:02:26.640 Robert Tseng: Okay, well, I guess the other, the other,

16 00:02:28.560 00:02:33.579 Robert Tseng: Utam and the other engineers, they’ll jump in when they’re ready. I think…

17 00:02:34.060 00:02:43.039 Robert Tseng: I think Sessim’s on this call, I don’t know, I know we’re kind of… yeah. Hi, have you… have you met anyone on the team yet, Sesim?

18 00:02:43.460 00:02:48.099 Sezim: No, this is my first time being on the call, the whole team.

19 00:02:48.390 00:02:49.220 Sezim: Yeah.

20 00:02:50.410 00:03:08.799 Robert Tseng: Nice. Well, yeah, hey everyone, so this is, this is Sezim. She’s, kind of starting out as kind of helping us with some analysis work, so we’re… I guess, you know, for Sezim, I know we’re mostly camera off right now, but normally I have my camera on, and people are kind of a little bit more…

21 00:03:10.940 00:03:19.419 Robert Tseng: high energy, but I guess, you know, we’re… we have Thanksgiving off, so this is really, like, our last stand-up for the week.

22 00:03:20.130 00:03:30.360 Robert Tseng: Yeah, I mean, you’ll meet the team more formally. I think we’ll try to plug you into a project, today, give you something to kind of just… dig into.

23 00:03:31.320 00:03:33.190 Robert Tseng: Even though we won’t meet the next two days.

24 00:03:34.100 00:03:34.880 Sezim: Sean.

25 00:03:34.880 00:03:35.460 Robert Tseng: Yeah.

26 00:03:36.880 00:03:39.039 Robert Tseng: Okay, cool.

27 00:03:41.710 00:03:45.269 Robert Tseng: Alright, then I’m just gonna get into it, and

28 00:03:45.970 00:03:49.969 Robert Tseng: We’ll go through the clients, so…

29 00:03:50.150 00:04:04.199 Robert Tseng: Yeah, I’m just gonna say everything a little bit slower today, just so it says, if you… since you’ve not… you’ve not seen, this process before, just to give you some more context. So, this is linear. Do you have access to linear yet?

30 00:04:04.810 00:04:07.659 Sezim: Yes, I just got it. I’m on there.

31 00:04:07.660 00:04:18.679 Robert Tseng: Alright, so you have linear, you’re probably assigned… if you’re not assigned to any project yet, like, we’ll figure that out and assign you to one. But yeah, I guess in these calls, we…

32 00:04:18.860 00:04:31.180 Robert Tseng: And during… on Mondays, we do planning meetings, so those are different, but then kind of these daily check-ins we do are more kind of going through the work that we cover in the current sprint.

33 00:04:31.300 00:04:37.690 Robert Tseng: right now, we’re doing one-week sprints. I think, you know, eventually we will kind of

34 00:04:38.070 00:04:49.149 Robert Tseng: move back to a two-week sprint model, but at least this helps us to know how many story points we’re able to capture in a particular… per week. I think…

35 00:04:49.240 00:05:07.600 Robert Tseng: for this client, for example, we’re aiming for, like, around 60. So, I mean, this has already kind of all been set, and then we’re just kind of making sure that, we’re hitting the deadlines that we’ve set for the sprint. So, yeah, we kind of… I mean, you’ll see as we go through it. I just… we just kind of,

36 00:05:08.580 00:05:18.830 Robert Tseng: just call out different things, see if we can unblock each other on this call. If anything requires more than a couple minutes to discuss, we usually just kind of help

37 00:05:19.070 00:05:21.099 Robert Tseng: Point people to…

38 00:05:22.920 00:05:40.029 Robert Tseng: the right stakeholders on the client side, or yeah, just having people set up meetings afterwards. So, this is really just kind of a time for us to get progress updates, and then make any adjustments that we need to if something… something is not going as expected.

39 00:05:43.350 00:05:51.899 Robert Tseng: Okay, cool. Alright, so let’s kind of eaten team, let’s talk about this. Yeah, maybe since I always, like, kind of leave… is Ashwini on this call?

40 00:05:53.480 00:05:59.490 Robert Tseng: He is not. I’m assuming he’s probably on the other one, so I’ll skip him then.

41 00:05:59.680 00:06:08.570 Robert Tseng: Yeah, Wish will join later, too. Casey, the Texas SQL thing, I know that you had sent a notion, I haven’t read it yet, so I apologize for that.

42 00:06:12.080 00:06:23.499 Robert Tseng: Yeah, Notion’s a bit hard to access here in, China, I guess, which I never really… I didn’t realize, so I… it’s not a big deal, I just need to throw VPN on, but, like, I just didn’t actually do it yet.

43 00:06:23.710 00:06:31.450 Robert Tseng: So we’ll… we’ll cover that. Do you want to just share your high-level takeaways? Like, what… what did you find? Or, like, what is… what is this?

44 00:06:31.600 00:06:32.159 Robert Tseng: But yeah.

45 00:06:32.160 00:06:32.740 Casie Aviles: Yeah.

46 00:06:32.890 00:06:36.670 Casie Aviles: Pretty much what I just found here is…

47 00:06:36.980 00:06:40.960 Casie Aviles: I’m kind of leaning towards to… Tools here, which is…

48 00:06:41.380 00:06:48.870 Casie Aviles: Both Omni and Wabi. So I tested it with Eden data, I used, I asked questions, like.

49 00:06:49.620 00:06:54.989 Casie Aviles: Like, week-over-week comparisons of, like, the realized revenue, stuff like that.

50 00:06:56.730 00:07:03.200 Casie Aviles: So yeah, I’ve added some… some of the screenshots here in the SQL that’s been generated.

51 00:07:03.640 00:07:09.969 Casie Aviles: So, yeah, let me know if I need to present this some other way, or… yeah.

52 00:07:10.140 00:07:15.170 Casie Aviles: Or formatted differently, but… I think that…

53 00:07:15.570 00:07:19.510 Casie Aviles: The tool, Wabi, has been pretty good so far.

54 00:07:20.060 00:07:24.180 Casie Aviles: It’s just that it takes a little longer to generate

55 00:07:24.470 00:07:27.300 Casie Aviles: Since it does a lot of thinking steps in between.

56 00:07:27.780 00:07:35.789 Casie Aviles: But I like that it’s able to ask follow-up questions when it’s not sure but yeah,

57 00:07:36.030 00:07:44.209 Casie Aviles: Yeah, a review would be great here, and to just see if this is, what we expect. And I did, like, zero-shot

58 00:07:44.500 00:07:47.950 Casie Aviles: tests, so I didn’t really…

59 00:07:48.390 00:07:52.680 Casie Aviles: like, write anything to the prompt. It’s just…

60 00:07:52.830 00:07:56.740 Casie Aviles: It’s like, it doesn’t know anything except for, like, just the data that it has.

61 00:07:57.210 00:08:00.169 Casie Aviles: So we could definitely… I see. Yeah, we could refine.

62 00:08:00.310 00:08:06.519 Casie Aviles: the context that the AI has, but I didn’t do that yet, since I wanted to test just how well they work.

63 00:08:06.630 00:08:07.330 Casie Aviles: Right.

64 00:08:08.420 00:08:09.490 Casie Aviles: Without that.

65 00:08:09.860 00:08:10.520 Robert Tseng: Okay.

66 00:08:12.050 00:08:17.039 Robert Tseng: Yeah, I mean, I think generally this makes sense. I would say the next step is…

67 00:08:17.760 00:08:24.890 Robert Tseng: Yeah, can you work with Amber to just kind of get context on actual questions that the client had asked, and then…

68 00:08:25.010 00:08:31.440 Robert Tseng: I mean, you don’t have to go and dig up everything, but, like, once again, I want to test it on actual questions that clients have asked us before.

69 00:08:31.540 00:08:38.389 Robert Tseng: And then we can compare your zero-shot prompt with, like, the actual answers that we’ve given. So.

70 00:08:38.760 00:08:40.879 Casie Aviles: Yeah, I think that would be the next step here.

71 00:08:41.679 00:08:42.319 Casie Aviles: Okay.

72 00:08:44.650 00:08:52.269 Robert Tseng: Okay, so… gonna say… let’s see… Amber, test on 5 to 10 questions.

73 00:08:53.050 00:09:07.460 Robert Tseng: Actual client questions that have been… asked… Compare a zero-shot with actual… Answers, our data team generated.

74 00:09:08.760 00:09:10.120 Robert Tseng: Okay, so…

75 00:09:10.120 00:09:12.350 Amber Lin: Sounds good, I’ll grab time with Casey.

76 00:09:13.540 00:09:14.180 Robert Tseng: Yeah.

77 00:09:14.480 00:09:21.729 Robert Tseng: Okay, I mean, I know we’re off, so I’m just gonna set this as an end week, but, yeah, if you guys can…

78 00:09:22.230 00:09:26.150 Robert Tseng: Get to that, yeah, that looks fine.

79 00:09:28.010 00:09:33.460 Robert Tseng: And then session replays is blocked, we haven’t set this up.

80 00:09:33.700 00:09:36.380 Robert Tseng: Yeah, I guess what’s blocking us from setting it up?

81 00:09:37.100 00:09:47.650 Casie Aviles: I believe they have to set up… they have to add, like, code here. As you can see the snippet. They have to add that to their own code base.

82 00:09:47.810 00:09:51.759 Casie Aviles: So, I believe they… yeah, I think Eden has to do that on their side.

83 00:09:51.760 00:09:53.080 Henry Zhao: You got it, Robert?

84 00:09:54.360 00:09:57.529 Robert Tseng: It’s probably Danny. Danny Valdez.

85 00:09:57.530 00:09:58.500 Henry Zhao: So, yeah.

86 00:09:58.500 00:10:07.780 Robert Tseng: We’re gonna have… Yeah, yeah, actually, I’m just gonna say… Yeah, where are we?

87 00:10:09.160 00:10:14.360 Robert Tseng: Dr. Danny, help us get this… Set up.

88 00:10:14.480 00:10:18.600 Robert Tseng: I was, like, interviewing a product analytics dude,

89 00:10:19.050 00:10:24.470 Robert Tseng: For… who might come work for us, but, like, he just swears by, like, these…

90 00:10:24.610 00:10:32.739 Robert Tseng: session replays. It’s, like, the first thing he goes to, which I get it, it makes sense, like, rather than, like, spending so much time looking through all the…

91 00:10:33.290 00:10:36.710 Robert Tseng: the tracked data, oftentimes you can find some…

92 00:10:36.860 00:10:42.090 Robert Tseng: glaring issues just from doing session replay, so… Yeah, it’s good especially…

93 00:10:42.090 00:10:57.599 Henry Zhao: Especially after a conversation I had with Ryan yesterday, like, people in the intakes are clicking the back button a lot, so we want to kind of figure out why that’s happening. And some people, after, like, intake steps, they’re going back to the start of the intake, so we want to know why they’re doing that.

94 00:10:57.730 00:11:01.409 Henry Zhao: So, again, this is one of the analysis we want to do, because I think that can improve conversions.

95 00:11:01.790 00:11:02.700 Henry Zhao: If we figure this out.

96 00:11:02.700 00:11:03.300 Robert Tseng: Yeah.

97 00:11:03.670 00:11:05.620 Henry Zhao: I’m a believer in this as well.

98 00:11:06.630 00:11:11.580 Robert Tseng: Okay, great. Casey, is it the same problem for session replace and heat maps? Is it…

99 00:11:11.580 00:11:13.890 Henry Zhao: Do they need… does Dan need to install that for both?

100 00:11:14.800 00:11:19.250 Robert Tseng: It’s just one code snippet, yeah, it should be the same for both, yeah.

101 00:11:19.250 00:11:22.460 Henry Zhao: Because he matches the data generated from the session replays, essentially, right?

102 00:11:22.730 00:11:23.510 Casie Aviles: Yes.

103 00:11:25.160 00:11:25.790 Henry Zhao: Okay.

104 00:11:27.420 00:11:34.950 Robert Tseng: Alright, and then tell me about this catalyst refund analysis. I guess this is something that Henry handed off, like, what’s the progress on this?

105 00:11:34.950 00:11:39.780 Henry Zhao: That’s what we talked about yesterday, that Uptam said to involve Casey, I just need to look at his work.

106 00:11:40.000 00:11:41.920 Henry Zhao: And see if it, looks good.

107 00:11:42.880 00:11:43.610 Robert Tseng: Okay.

108 00:11:43.610 00:11:45.580 Henry Zhao: So then…

109 00:11:45.750 00:11:48.440 Casie Aviles: I’m still in the middle of it.

110 00:11:48.800 00:11:56.569 Henry Zhao: I think the low number of refunds is probably okay, I think we just don’t have enough time of data because, Catalyst only started in September. So I wouldn’t expect.

111 00:11:56.570 00:11:57.089 Casie Aviles: I see you.

112 00:11:57.300 00:11:59.830 Henry Zhao: We cleanse in 3 months, or else that’s bad.

113 00:12:00.790 00:12:04.550 Robert Tseng: This is 100 orders, or 100 transactions refunded since…

114 00:12:04.550 00:12:05.070 Henry Zhao: health.

115 00:12:05.650 00:12:14.569 Robert Tseng: Oh, that’s the amount, okay. Oh, sorry. Oh, wow, this is, like, 5. Okay. Wow. I don’t know if I believe that. I feel like it must be more.

116 00:12:15.060 00:12:15.800 Casie Aviles: Yeah.

117 00:12:17.670 00:12:18.110 Henry Zhao: Okay, I’ll.

118 00:12:18.110 00:12:21.819 Robert Tseng: I mean, something like 10-15% should be…

119 00:12:21.980 00:12:29.620 Robert Tseng: Of orders placed should probably have some sort of, credit card issue, historically.

120 00:12:31.300 00:12:35.419 Henry Zhao: But Was Demolite on those in-order refunds? Was Demolite in this call?

121 00:12:37.810 00:12:38.930 Henry Zhao: I’ll ask him.

122 00:12:41.580 00:12:42.210 Robert Tseng: Okay.

123 00:12:46.690 00:12:54.250 Robert Tseng: Alright, and then, Henry, I guess you moved a lot of things to Dunn, so I guess, yeah, any updates from your side?

124 00:12:54.250 00:12:55.090 Henry Zhao: We’re done.

125 00:12:55.190 00:12:59.370 Henry Zhao: Yeah, so all my to-do tasks are pretty much done for Eden.

126 00:12:59.840 00:13:09.809 Henry Zhao: Thanks to Awash for approving my PR, so all the attribution stuff is done. We have an attribution dash now, I’ve made the improvements based on the initial feedback, so people should be using that now.

127 00:13:11.510 00:13:17.819 Henry Zhao: And I cleaned up some of the manual, messy UTMs from before, like, especially for Uploence, because Mitesh was waiting for that.

128 00:13:18.020 00:13:26.490 Henry Zhao: So yeah, I’m just waiting on pharmacy now for the next steps on pharmacy, and then thinking about analysis we can do in 2026. That’s pretty much it.

129 00:13:26.620 00:13:29.799 Robert Tseng: Did Rebecca, pay?

130 00:13:30.740 00:13:33.830 Henry Zhao: Not yet. But I followed up with her yesterday. She said she’ll talk to Michelle.

131 00:13:33.830 00:13:34.460 Robert Tseng: Okay.

132 00:13:35.050 00:13:35.650 Robert Tseng: Okay.

133 00:13:35.650 00:13:38.729 Henry Zhao: I think she doesn’t need to pay, but I was like, yes, you do. So she’s like, I’ll talk to Michelle.

134 00:13:41.050 00:13:41.640 Robert Tseng: Right.

135 00:13:42.260 00:13:43.130 Henry Zhao: But at least we’re following up daily.

136 00:13:44.660 00:13:45.149 Henry Zhao: You can’t blame.

137 00:13:45.150 00:13:49.039 Robert Tseng: Yeah, yeah, I mean, that’s… that’s what we can do. So, keep doing that.

138 00:13:51.890 00:13:52.960 Robert Tseng: Zoran?

139 00:13:56.600 00:13:56.930 Zoran Selinger: Yep.

140 00:13:56.930 00:13:57.899 Robert Tseng: Are you on this call?

141 00:13:58.060 00:13:58.869 Zoran Selinger: Yeah, yeah, I’m here.

142 00:13:58.870 00:13:59.470 Robert Tseng: Okay.

143 00:13:59.940 00:14:03.079 Robert Tseng: Yeah, you wanna give an update on your side?

144 00:14:04.170 00:14:12.409 Zoran Selinger: Yeah, sure. So today, we solved the catalyst as well, so we’re working catalysts.

145 00:14:13.620 00:14:19.660 Zoran Selinger: So I was in a call with Ashwini and Avaesh.

146 00:14:20.350 00:14:30.819 Zoran Selinger: kind of figure that out, so we are now going to, to have that, basically, basically done. They, they needed me on the call.

147 00:14:31.200 00:14:39.099 Zoran Selinger: Sweeney wasn’t… wasn’t sure, so I was kind of taking him through what we have on those edge… edge layer tables.

148 00:14:39.490 00:14:46.160 Zoran Selinger: I got some, some, feedback, from NordBeam.

149 00:14:46.260 00:14:59.559 Zoran Selinger: So I can, proceed now with, with the implementation, audit as well. So that’s… that’s where we are. I got a… I got a video explanation.

150 00:14:59.690 00:15:07.219 Zoran Selinger: on how everything works on… on their side, so I’m gonna kind of digest that and… and…

151 00:15:07.320 00:15:14.860 Zoran Selinger: And continue, continue with that. So basically, yeah, so we are on a… on a good,

152 00:15:15.310 00:15:29.289 Zoran Selinger: trajectory to finish Catalyst and Meta, and that’s… that’s it. I was trying to get on a… on… on a engineering call to figure out how we’re gonna… like, the reverse ETL for Meta.

153 00:15:29.680 00:15:36.099 Zoran Selinger: I just don’t have that invite. I forgot that that’s today, right?

154 00:15:36.450 00:15:38.889 Zoran Selinger: So, they’re currently in that call, right?

155 00:15:39.210 00:15:43.539 Zoran Selinger: Is that all… does that happen every day before this one?

156 00:15:45.550 00:15:46.160 Zoran Selinger: Because I’m not…

157 00:15:46.160 00:15:46.590 Robert Tseng: Nothing back.

158 00:15:46.590 00:15:47.380 Zoran Selinger: green light.

159 00:15:48.250 00:15:56.210 Robert Tseng: Yeah, you’re not on that call. Yeah, it’s usually before that, before this one. I mean, if you want to join it, you can just… you can… you can join it. Maybe,

160 00:15:56.400 00:16:04.619 Robert Tseng: I mean, we can just add… have you added as optional. I think Rico’s on this call. Rico, do you want to add Zoron to… to the previous standoff as optional?

161 00:16:05.410 00:16:06.040 Rico Rejoso: True.

162 00:16:07.230 00:16:09.530 Robert Tseng: Okay, thanks. And then Zoan…

163 00:16:09.530 00:16:10.429 Zoran Selinger: to figure out.

164 00:16:10.430 00:16:12.920 Robert Tseng: Just join that if you need to talk to the engineers.

165 00:16:13.290 00:16:20.630 Zoran Selinger: Yeah, yeah, so… Yeah. Yeah, so I’m gonna try to do that with segment.

166 00:16:21.240 00:16:21.980 Robert Tseng: Okay.

167 00:16:22.040 00:16:38.569 Zoran Selinger: Yeah, so that’s… yeah, that’s where we are. Good thing is, a really huge, important chunk is this catalysts. They’re probably gonna ask about that update today in the meeting, in the marketing analytics meeting.

168 00:16:39.430 00:16:41.609 Zoran Selinger: So, it’s good to have that done.

169 00:16:42.770 00:16:49.950 Robert Tseng: Okay, yeah, and then on the marketing analytics side, well, so, I know, Henry, you’re pushing on, like, sure, we did some Tableau reporting.

170 00:16:49.990 00:17:07.310 Robert Tseng: But from a systems perspective, we talked about getting Mixpanel up. There’s, like, a larger project timeline. I know you did your training last week. We said we would roll it out by a certain time, like, I would give Mitesh Cutter the update on that as well. I mean, they’re not the main users, but, like.

171 00:17:07.390 00:17:13.109 Robert Tseng: I mean, yeah, this is… this is, like, kind of… you’re owning… you’re owning the… the project there, so…

172 00:17:13.119 00:17:14.599 Henry Zhao: And it’s in the slide as well.

173 00:17:15.179 00:17:16.269 Henry Zhao: So, we can talk about that.

174 00:17:16.270 00:17:17.450 Robert Tseng: Me too.

175 00:17:19.230 00:17:22.229 Robert Tseng: Yeah, oh, right, the slides.

176 00:17:22.700 00:17:24.000 Robert Tseng: Okay.

177 00:17:24.130 00:17:26.320 Robert Tseng: I will review the slides after this call.

178 00:17:27.010 00:17:31.600 Robert Tseng: Okay. Alright, let’s move on to insomnia.

179 00:17:31.760 00:17:41.759 Robert Tseng: So, Zoran, you got booked on a call for next Tuesday, so I think what I’m gonna do right now is just put a hold for us to chat real quick before then.

180 00:17:44.920 00:17:45.570 Zoran Selinger: Yep.

181 00:17:45.570 00:17:48.669 Robert Tseng: I’m actually not seeing… you have a…

182 00:17:50.390 00:17:54.630 Robert Tseng: I’m not seeing it on your calendar. Are you… are you sure you’re added to it?

183 00:18:01.750 00:18:03.660 Zoran Selinger: So that should be on…

184 00:18:12.090 00:18:13.709 Robert Tseng: Should be December 2nd.

185 00:18:14.980 00:18:15.870 Zoran Selinger: Secondly…

186 00:18:15.870 00:18:20.690 Robert Tseng: I believe that someone forwarded you an invite. I don’t… I just don’t see it added to your calendar, so I just…

187 00:18:20.690 00:18:21.020 Zoran Selinger: I mean?

188 00:18:21.020 00:18:21.810 Robert Tseng: I’m sure that you got it.

189 00:18:21.810 00:18:23.009 Zoran Selinger: seat either.

190 00:18:23.500 00:18:25.550 Zoran Selinger: But I… I remember… Okay.

191 00:18:28.520 00:18:31.350 Robert Tseng: Alright, that’s something we need to do.

192 00:18:32.840 00:18:34.939 Zoran Selinger: Yeah, in my mind, I got that.

193 00:18:35.240 00:18:37.999 Zoran Selinger: But it looks like I did not…

194 00:18:39.310 00:18:42.080 Robert Tseng: Okay, I’m just gonna send a quick message in our channel.

195 00:18:42.870 00:18:46.360 Robert Tseng: Sean and I both need the…

196 00:18:46.960 00:18:50.189 Robert Tseng: Until 2, and we might on our calendars.

197 00:18:52.730 00:18:53.540 Robert Tseng: A jack.

198 00:18:55.100 00:19:05.840 Robert Tseng: Well, I’m just gonna still… I think it’s on the 2nd, so I’m still gonna just grab some time. We’ll do… right before this planning call on Monday…

199 00:19:07.110 00:19:15.509 Zoran Selinger: Yeah, I still don’t have any context for this. If you think that’s gonna be enough to catch up just before that meeting. Yeah.

200 00:19:15.630 00:19:16.450 Zoran Selinger: Okay.

201 00:19:17.630 00:19:35.420 Robert Tseng: Well, I’m gonna do it the day before, so at least we have, like, a day to prep for it. I mean, I just want to let you know what she’s gonna… I’m gonna send her some prelim questions and whatnot. Well, yeah, it’s basically any questions we come out of our call, then I’ll send it to them, and that’ll kind of help us prep. But it’s gonna be their head of product, their VP of,

202 00:19:36.350 00:19:54.900 Robert Tseng: VP of Digital, which I don’t really know why those are two separate roles, but, yeah, those are the two people that will be on that call. So, I think it’s gonna just be along the lines of they’re going to share about what their needs are. I’ve sent you the job description before, I guess.

203 00:19:55.190 00:20:05.509 Robert Tseng: they’re basically just having their internal engineering resources do it. I’m sure they don’t know what they’re doing, so, we kind of just have to show… demonstrate your expertise on

204 00:20:05.510 00:20:18.270 Robert Tseng: yeah, like, figuring out what channels they want to kind of, you know, if there’s… how inaccurate currently… you know, the same kind of diagnostic stuff we’ve done for the other… for other clients. Like, I think that’s all you really need to be prepared for.

205 00:20:18.610 00:20:19.480 Zoran Selinger: Okay.

206 00:20:20.160 00:20:20.830 Robert Tseng: Cool.

207 00:20:21.010 00:20:30.740 Robert Tseng: Great. So, kind of going back to this, yeah, Amber, you have an update? Birdie, I know that you sent some things to Birdie.

208 00:20:31.810 00:20:32.849 Amber Lin: Yeah, Birdie.

209 00:20:32.850 00:20:33.330 Robert Tseng: We’re waiting on…

210 00:20:33.330 00:20:47.989 Amber Lin: I did do some segments yesterday. I’m waiting on Matt, the data that he’ll send me, so I’ll follow up with that today, and then for the opportunity sizing for segments is the other one I want to follow up with.

211 00:20:48.190 00:20:56.199 Amber Lin: Do you want to take a quick pass before I send it, or should I just… I can summarize insights in a quick slide, and then…

212 00:20:56.490 00:20:57.630 Amber Lin: Send that out.

213 00:20:58.820 00:21:07.309 Robert Tseng: Yeah, I mean, I would… I would prefer to review a slide. I did see that she just sent you a message, like, a few minutes ago, so you were asking.

214 00:21:07.310 00:21:07.889 Amber Lin: ask you about that.

215 00:21:07.890 00:21:11.560 Robert Tseng: currency camps, but I’ll let you just kind of keep running with that.

216 00:21:13.290 00:21:14.100 Robert Tseng: Okay.

217 00:21:15.250 00:21:22.690 Robert Tseng: Cool. Yeah, I think other things all pretty much… it’s a pretty slow week for them, so…

218 00:21:24.350 00:21:25.330 Robert Tseng: Yeah.

219 00:21:29.330 00:21:34.780 Robert Tseng: Okay, then next, let’s move to Honey Stinger,

220 00:21:35.340 00:21:41.339 Robert Tseng: Yeah, like, I guess I want to get an update out to Byron by the end of the week, so… Yeah.

221 00:21:41.340 00:21:47.879 Amber Lin: So yesterday I did the product category and regionality.

222 00:21:47.990 00:22:07.870 Amber Lin: Also attempted to map the products from Amazon and Shopify. I don’t think the identifiers match up, so I might need to do some manual mapping, but it’s, like, 50 or 70 products each, so, I can pass it through AI and see how it does.

223 00:22:07.870 00:22:14.310 Henry Zhao: Because this new data set, Amber has, like, clothing and stuff, so I don’t know if you want to put that in a separate bucket or other, whatever, but yeah.

224 00:22:14.440 00:22:18.319 Henry Zhao: If you can just help me classify those, we can meet today and just talk about that part.

225 00:22:19.430 00:22:21.860 Amber Lin: Okay, and then…

226 00:22:22.650 00:22:39.049 Amber Lin: So, the outstanding stuff would be today to summarize, findings and recommendations for region and for product category on the Amazon side, and also look at Shopify and Walmart trends.

227 00:22:40.580 00:22:44.519 Amber Lin: Yeah, I have that ready. Probably going to limit it? Oh, awesome. Okay, so we’ll need your help.

228 00:22:44.520 00:22:45.130 Henry Zhao: Telling the story.

229 00:22:45.130 00:22:48.609 Amber Lin: Ben… Oh, okay. So we’re close…

230 00:22:48.610 00:22:50.019 Henry Zhao: You want me to watch last footage?

231 00:22:51.340 00:22:57.920 Amber Lin: We can, we can… Let’s book a meeting, or I can walk you through.

232 00:22:57.920 00:23:03.120 Henry Zhao: Yeah. It’s because, Utam said we should be careful with how many hours we’re spending on hunting steeringers, so…

233 00:23:03.310 00:23:05.489 Henry Zhao: I won’t watch the meeting if we can just talk about it.

234 00:23:06.220 00:23:07.280 Amber Lin: Oh, okay.

235 00:23:07.900 00:23:09.880 Amber Lin: Sounds good.

236 00:23:09.880 00:23:10.870 Henry Zhao: that complex.

237 00:23:11.030 00:23:14.950 Henry Zhao: like, Shopify data, most of it we actually already had in Klaviyo,

238 00:23:15.340 00:23:17.450 Henry Zhao: So, yeah, not a lot of new stuff.

239 00:23:18.420 00:23:21.189 Amber Lin: Cool, okay. Trends are pretty stable.

240 00:23:21.420 00:23:22.590 Henry Zhao: Not as many spikes as I should.

241 00:23:22.590 00:23:25.730 Amber Lin: Would you like a slide on this as well?

242 00:23:27.730 00:23:34.039 Robert Tseng: Yeah, I mean, you can send me incomplete stuff for this one. I think I’m also… I mean, I just…

243 00:23:34.630 00:23:41.379 Robert Tseng: These follow-ups, these, region, product category are the main…

244 00:23:41.610 00:23:44.960 Robert Tseng: Immediate follow-ups from the last call, so…

245 00:23:44.960 00:23:45.440 Amber Lin: Yeah.

246 00:23:45.440 00:23:48.100 Robert Tseng: I think that’s probably what I would look for first.

247 00:23:48.100 00:23:48.500 Amber Lin: Cool.

248 00:23:49.100 00:23:54.959 Amber Lin: I’ll put it in an incomplete slide. It’s easier to present insights that way.

249 00:23:55.840 00:23:56.460 Robert Tseng: Okay.

250 00:23:56.890 00:24:00.789 Amber Lin: Okay, cool. And Henry, let’s find a time to talk together.

251 00:24:01.210 00:24:03.880 Henry Zhao: Yeah, absolutely. What was I gonna say?

252 00:24:04.280 00:24:10.979 Henry Zhao: Forgot what I was gonna say, never mind. How about Lib, today we can probably finish Han39, because I think we have all the pieces for that now.

253 00:24:13.550 00:24:14.330 Amber Lin: Hmm?

254 00:24:15.250 00:24:17.390 Henry Zhao: So yeah, let’s close off that ticket by end of day.

255 00:24:18.250 00:24:19.359 Amber Lin: Oh, okay.

256 00:24:20.170 00:24:21.100 Amber Lin: Cool.

257 00:24:25.420 00:24:31.040 Robert Tseng: Okay, let’s move to README.

258 00:24:31.670 00:24:35.979 Robert Tseng: Mustafa, I know that we’ve kind of gone back and forth,

259 00:24:36.330 00:24:40.569 Robert Tseng: Yeah, seems like they’re… they gave some direction on how we can…

260 00:24:41.930 00:24:46.940 Robert Tseng: I mean, I don’t really understand what Mark is saying, to be honest. Like, I think he’s… he’s over… yeah.

261 00:24:47.690 00:24:49.760 Mustafa Raja: Yeah, so they say that,

262 00:24:50.140 00:25:02.990 Mustafa Raja: we can identify the users that are invited. If you look into the users table, they have, an array for permissions, and if the user type is read-only in their

263 00:25:03.550 00:25:09.310 Mustafa Raja: That should be, a user in, one of their enterprise customers invited.

264 00:25:09.570 00:25:15.889 Mustafa Raja: And I… I ran filters on the users table, and we have only 500 for that.

265 00:25:16.720 00:25:19.060 Mustafa Raja: So, yeah.

266 00:25:19.060 00:25:22.929 Robert Tseng: It’s only 500 of those extra Enterprise users, or whatever, so that’s.

267 00:25:22.930 00:25:24.410 Mustafa Raja: 419, yeah.

268 00:25:24.650 00:25:25.639 Mustafa Raja: 490 rupees.

269 00:25:25.640 00:25:29.140 Robert Tseng: Okay, yeah, that doesn’t really make up the difference.

270 00:25:29.170 00:25:30.020 Mustafa Raja: Yes, so…

271 00:25:30.020 00:25:32.200 Robert Tseng: Versus, like…

272 00:25:32.530 00:25:44.290 Mustafa Raja: Yeah, and also, he’s saying that there isn’t a good, indicator to identify the users that come in to only suggest edits or whatever for the public projects.

273 00:25:45.050 00:25:49.119 Mustafa Raja: So… yeah, and also they’re saying that the…

274 00:25:50.250 00:25:53.990 Mustafa Raja: Event trigger seems to be working fine for them.

275 00:25:54.280 00:25:56.039 Mustafa Raja: So, I guess I’m okay with that.

276 00:26:00.880 00:26:03.599 Robert Tseng: Okay, even though we had already tested.

277 00:26:03.790 00:26:05.620 Mustafa Raja: Yeah, for me, it didn’t trigger.

278 00:26:05.620 00:26:06.040 Robert Tseng: Yeah.

279 00:26:06.040 00:26:12.570 Mustafa Raja: But this is the second time that they’re saying that this is good, so… .

280 00:26:13.920 00:26:14.720 Robert Tseng: Okay.

281 00:26:24.010 00:26:24.950 Robert Tseng: Attending the…

282 00:26:24.950 00:26:26.909 Mustafa Raja: screenshot for the query that I ran.

283 00:26:27.360 00:26:28.920 Mustafa Raja: So you can take a look, also.

284 00:26:30.080 00:26:30.780 Robert Tseng: Okay.

285 00:26:33.050 00:26:40.949 Robert Tseng: Yeah, well, I mean, we’re kind of still, like… seems like he’s not able to do it, like, we’re not… we’re still… there’s still an unexplainable gap here, which is…

286 00:26:41.300 00:26:41.930 Mustafa Raja: Yeah.

287 00:26:42.400 00:26:44.969 Robert Tseng: Oh, man.

288 00:26:44.970 00:26:51.970 Mustafa Raja: Could you, could you try and create a new, new user? You know, just to double-check, if the event runs for you?

289 00:26:54.770 00:26:55.520 Robert Tseng: Yeah.

290 00:26:56.040 00:26:56.920 Robert Tseng: Okay.

291 00:26:57.270 00:26:58.219 Mustafa Raja: No, I just want to be…

292 00:26:58.220 00:26:58.640 Robert Tseng: I can do that.

293 00:26:58.640 00:26:59.820 Mustafa Raja: Yeah.

294 00:27:04.440 00:27:09.969 Robert Tseng: But as far as this, this is already good to go, so I’m gonna mark that… oops.

295 00:27:11.640 00:27:14.150 Robert Tseng: Mark that as done.

296 00:27:16.770 00:27:24.430 Robert Tseng: And… Yeah, I mean, this is just kind of… locked, I guess.

297 00:27:25.260 00:27:29.590 Robert Tseng: Locked because, downgrade.

298 00:27:30.430 00:27:38.900 Robert Tseng: events, or… Plus payment, or… Payment plan changes update,

299 00:27:39.100 00:27:42.980 Robert Tseng: to be updated by README, Ange.

300 00:27:44.360 00:27:50.869 Robert Tseng: Okay, and then… This one, we’re, like, almost there.

301 00:27:51.130 00:27:56.450 Robert Tseng: Still not able to close the gap, or… User signups…

302 00:27:59.740 00:28:00.710 Robert Tseng: Okay.

303 00:28:01.090 00:28:02.900 Robert Tseng: But it seems like the other steps are fine.

304 00:28:03.380 00:28:10.709 Robert Tseng: Alright, well, I mean, they’re kind of more or less off this week, so I’m not gonna push new analysis onto us this week, but yeah, okay, that looks fine.

305 00:28:11.950 00:28:18.579 Mustafa Raja: Yeah, if you could just, you know, let me know if the sign-up, even, is the same for you as well.

306 00:28:19.190 00:28:21.699 Robert Tseng: Okay, I’ll create a new user.

307 00:28:22.080 00:28:22.810 Robert Tseng: Yeah.

308 00:28:23.320 00:28:23.900 Mustafa Raja: Yeah.

309 00:28:25.290 00:28:25.930 Robert Tseng: Okay.

310 00:28:26.340 00:28:41.189 Robert Tseng: Couple things I want to mention, just, like, for… to catch Sezim up to speed. So, where I want her to kind of plug in is on Eden. I just feel like we’re not putting out enough analysis on Eden, so…

311 00:28:41.590 00:28:42.450 Robert Tseng: like…

312 00:28:43.130 00:28:49.600 Robert Tseng: Yeah, I mean, I don’t know. Since we’ve converted to a bigger contract, the only thing that’s really kind of coming out, in terms of

313 00:28:49.780 00:29:03.649 Robert Tseng: That is… sure, we have, like, some systems and reporting stuff, but I just want to put someone else on… on… on that. So, specifically, Henry Seism is… will help on the forecasting side. So, whatever forecasting work that you’ve done.

314 00:29:03.990 00:29:09.390 Robert Tseng: Yeah, I mean, can you catch her up to that, and then.

315 00:29:09.390 00:29:10.180 Henry Zhao: Yeah, absolutely.

316 00:29:10.180 00:29:20.159 Robert Tseng: I mean, have you reviewed my forecast from Google Sheets, and any updates from Danny and Brad? Like, I just… I want her to kind of basically get enough context on that project.

317 00:29:21.220 00:29:26.250 Henry Zhao: Can you reshare me the link to Google so I make sure I know that document you’re talking about?

318 00:29:27.520 00:29:28.210 Robert Tseng: Okay.

319 00:29:28.330 00:29:35.309 Robert Tseng: I feel like you haven’t seen it before then, so I… maybe I should just be the one to meet with her.

320 00:29:36.960 00:29:46.210 Robert Tseng: But, like, the requirements around this forecasting exercise, like, I feel like we’ve been talking around it, but, like, I don’t know what it is that they’re asking for to improve it.

321 00:29:46.730 00:29:48.520 Henry Zhao: I have the requirements, but it’s from a while ago.

322 00:29:49.220 00:29:52.540 Henry Zhao: So, I don’t know if you want to recheck with Eden to see if it’s still relevant.

323 00:30:01.820 00:30:04.220 Henry Zhao: It’s from, like, August, yeah.

324 00:30:05.270 00:30:07.780 Robert Tseng: Yeah, I mean, like, why did it… why did it drop?

325 00:30:09.020 00:30:10.759 Henry Zhao: We were just focusing on other things.

326 00:30:11.300 00:30:13.150 Henry Zhao: Like, attribution and stuff like that.

327 00:30:16.200 00:30:16.860 Robert Tseng: Okay.

328 00:30:16.970 00:30:18.600 Robert Tseng: I think,

329 00:30:22.170 00:30:30.759 Robert Tseng: Well, yeah, I mean, now that you have… you have the relationship with Brad, so, I mean, like, I can go and figure it out, but, like.

330 00:30:30.940 00:30:36.350 Robert Tseng: you know, I’m… You’re… you’re kind of… op… ops…

331 00:30:36.810 00:30:49.250 Robert Tseng: ops and mix… ops pharmacy reporting is all kind of under you right now. Like, every… anything attribution-related is basically Zoran. Like, that’s, his… he has… he has time doing that. I know you’re supporting here and there, but I ex…

332 00:30:49.750 00:30:53.999 Robert Tseng: I feel like your… the hours on the marketing side are pretty low, so…

333 00:30:54.550 00:30:55.310 Henry Zhao: They are now, yeah.

334 00:30:55.310 00:31:03.730 Robert Tseng: you know, yeah. Yeah, so, like, you’re obviously trying to fill your time with the other stuff, so, like, I… you know, anything that’s… that got dropped, you kind of…

335 00:31:04.460 00:31:08.950 Robert Tseng: I mean… These are the things that you can pull up.

336 00:31:09.460 00:31:10.020 Henry Zhao: Yep.

337 00:31:10.270 00:31:15.410 Henry Zhao: And that is the plan. Like I said, that is what I’m working on in December. In December, it is all analysis now.

338 00:31:15.470 00:31:30.280 Henry Zhao: So my four main pillars are mixed panel analysis, attribution… well, attribution analysis, I guess we’re handing that off, pharmacy analysis, which the main thing we’re waiting on is vial size from BASC, but I can already work on some of the analysis for Brad.

339 00:31:30.500 00:31:34.069 Henry Zhao: And then… what’s the other one?

340 00:31:35.670 00:31:42.380 Henry Zhao: like, conversion analysis. So, like, drop-off on intakes with Mixpanel, and, like, conversions for Judd’s campaigns.

341 00:31:46.850 00:32:00.579 Robert Tseng: Yeah, okay, I mean, I would say the pharmacy and conversion stuff are the most important there. Anything, like, Mixpanel-related, yeah, I mean, Casey’s there to kind of support on that side. And then, like, reporting around for Brad,

342 00:32:02.740 00:32:16.519 Robert Tseng: I guess that’s kind of where you can… you can loop Seism into, like, I kind of… well, she… she’s… her expertise is in… in… on the financial side, but, like, I think demand planning, like, I’m surprised that, like, they’re not asking for this. Maybe… maybe they are, and we’re just, like…

343 00:32:16.750 00:32:20.830 Robert Tseng: Yeah, I just…

344 00:32:20.830 00:32:25.639 Henry Zhao: They already have demand planning, yeah. They already have demand planning, they wanted us to automate it.

345 00:32:25.890 00:32:44.160 Henry Zhao: But then I was like, like, remember we talked about, like, our automation is not our job anymore, we want to help do the analysis? So I’ve been talking to Brad about, like, what we can actually do to help with the analysis, and we need, like, the vial size data from BASC, we need, like, the orders sent but not shipped data, so we can figure out, like, where orders are getting stuck.

346 00:32:44.590 00:32:52.299 Henry Zhao: So… yeah, that… that’s the main reason this kind of stalled. Not because… so not because of, like, bandwidth anymore, but because of this missing BAS data.

347 00:32:53.000 00:32:56.069 Henry Zhao: But next week, I’ll take a look at what we can do with the data we already have.

348 00:32:56.250 00:32:59.770 Henry Zhao: So that we’re not, like, not delivering anything in December.

349 00:33:01.350 00:33:15.789 Robert Tseng: Okay. That’ll be my focus. Yeah, so I would… I would say just still meet with Sezim, and kind of catch her up on the… just, like, Brad’s scope, then, for now. Just, like, everything that… all data related to Brad and his team, she needs to understand.

350 00:33:16.430 00:33:17.909 Robert Tseng: The op, kind of…

351 00:33:18.230 00:33:23.430 Robert Tseng: she needs to understand COGS, she needs to understand products, like, pretty much around that, so…

352 00:33:23.430 00:33:24.040 Henry Zhao: That’s it.

353 00:33:24.190 00:33:27.669 Robert Tseng: Yeah, and then I’m… I’m gonna message… I’m gonna message Brad, so…

354 00:33:28.180 00:33:34.499 Henry Zhao: Yeah, so CESM, once we have the data from BASC, we’ll need, like, to work quickly to get that forecasting and financial data ready.

355 00:33:35.030 00:33:35.790 Sezim: Perfect.

356 00:33:36.270 00:33:42.410 Henry Zhao: But I think, Seism, you could also be, like, a second set of eyes to, like, figure out what other analysis we can do while we have the data that we do have.

357 00:33:42.520 00:33:46.480 Henry Zhao: Because I’m sure we have enough data to pull out some nuggets that will be useful to Eden.

358 00:33:47.510 00:33:48.740 Sezim: Okay.

359 00:33:50.430 00:34:00.249 Henry Zhao: Because, like, they have revenue goals, they have, like, SLA goals, they have decreasing COGS goals. We can already look at what are some things that maybe they haven’t thought of that we can provide as insights.

360 00:34:00.550 00:34:03.450 Henry Zhao: That would be my main focus next week, to work with Sezeman.

361 00:34:05.210 00:34:05.880 Robert Tseng: Okay.

362 00:34:06.000 00:34:11.569 Robert Tseng: Great, yeah, I mean, then I’m gonna… that’s… that’s gonna be on you to kind of basically…

363 00:34:12.210 00:34:19.050 Robert Tseng: bring her up to speed there, so… Yep. Bring Sezim up to speed on ops.

364 00:34:19.670 00:34:23.170 Henry Zhao: Sesame, what, time zone are you in? I’m gonna set up a meeting for us on Monday already.

365 00:34:23.170 00:34:26.349 Sezim: Utc 5, New York Dam.

366 00:34:27.040 00:34:27.630 Henry Zhao: Okay.

367 00:34:30.710 00:34:31.230 Robert Tseng: Yep.

368 00:34:31.730 00:34:34.390 Robert Tseng: So… yeah.

369 00:34:36.540 00:34:37.460 Robert Tseng: So…

370 00:34:37.960 00:34:44.200 Robert Tseng: I mean, she needs… she’d do something structured. Give her an onboarding doc, and then you’re gonna kind of walk through, and that…

371 00:34:44.500 00:34:49.549 Robert Tseng: Existing data, and then outline analysis.

372 00:34:51.100 00:34:57.520 Robert Tseng: So… That’s gonna be… You…

373 00:35:06.710 00:35:15.930 Robert Tseng: Okay, great. And then… So the deck, she can look at that, and then also… St.

374 00:35:16.470 00:35:26.860 Robert Tseng: Since… Amber, you’re looking at insomnia data, I think this would also be…

375 00:35:27.660 00:35:31.660 Robert Tseng: Well, I mean, they have, they have, forecasting here.

376 00:35:31.930 00:35:38.270 Robert Tseng: Not forecasting, they have, like, holistics and, daily Impact Scorecard.

377 00:35:38.930 00:35:42.319 Robert Tseng: Actually, yeah, I think this would be a good one.

378 00:35:43.180 00:35:57.340 Robert Tseng: I’ll walk Sezzam through this. I’m basically gonna have her kind of build out the next version of the Daily Impact Scorecard. So, this is an exercise that I didn’t get around to, but I think, you know, that could be a helpful thing to hand off.

379 00:35:57.700 00:36:01.830 Robert Tseng: Great.

380 00:36:08.000 00:36:09.460 Robert Tseng: Alright, anything else?

381 00:36:19.570 00:36:20.320 Henry Zhao: This is just to clarify.

382 00:36:20.320 00:36:21.090 Robert Tseng: Not done.

383 00:36:21.090 00:36:26.889 Henry Zhao: Wait, wait, just to clarify something on Eden, so who, moving forward, should be responsible for attribution analyses?

384 00:36:27.020 00:36:29.479 Henry Zhao: So, like, Zoran is working on the backend stuff… Like, what do you…

385 00:36:29.480 00:36:36.750 Robert Tseng: What do you mean by attribution analysis? I mean, I know you’re doing, like, you’re doing channel… you’re doing some channel analysis, which is fine, but, like…

386 00:36:37.850 00:36:41.249 Robert Tseng: I mean, I guess, like, how hard, how hard is that? Isn’t that just, like.

387 00:36:41.250 00:36:42.769 Henry Zhao: No harm, we have the data now.

388 00:36:42.770 00:36:43.250 Robert Tseng: Yeah.

389 00:36:43.250 00:37:01.539 Henry Zhao: It’s not hard because we have the data now, but I think it’s being that liaison between marketing and saying, hey, look, you’re spending a lot of money on these channels that are not actually converting, or once we mix it with the Mixpanel data, where it’s like, these people, you’re bringing in a lot of people, but they’re dropping off on, like, the… I don’t know, like, the allergies step, for example. So, like, how can you…

390 00:37:01.680 00:37:06.779 Henry Zhao: Maybe repurpose your campaigns or do better on your marketing campaigns with the data we have.

391 00:37:09.500 00:37:17.150 Robert Tseng: Yeah, I mean, ideally, I would want that to end up under Zoran, but, like, I don’t know, like, is this… is this something that…

392 00:37:18.420 00:37:22.479 Robert Tseng: like, Vaughan, your time is still spent on, I mean, just kind of, like.

393 00:37:24.070 00:37:32.769 Robert Tseng: like, I don’t know how… if you’re… if you’re fully utilized, on… on your… on your time right now, because it seems like you’re kind of waiting around as well, so…

394 00:37:33.140 00:37:41.960 Robert Tseng: like, to me, it’s like, between Henry and Zoron, you guys have two different swim lanes. Zoron is everything marketing, and then Henry is everything else, so…

395 00:37:42.140 00:37:46.349 Robert Tseng: Like, I think that’s kind of how it should be, yeah.

396 00:37:47.700 00:37:54.890 Henry Zhao: And then I was just thinking, like, if Zoran is over… overbooked on, like, attribution stuff, Casey could probably help out with that, because we’ve already talked a little bit about that with Casey.

397 00:37:55.030 00:37:56.690 Henry Zhao: Just what I… just some… just a thought.

398 00:37:59.910 00:38:08.810 Robert Tseng: Yeah, I mean, that’s fine. I think, Henry, you have more range than the other guys, to use my… is my opinion, so…

399 00:38:09.220 00:38:28.450 Robert Tseng: I mean, Zoran has fewer hours on this client than you do, so he’s just kind of doing what it needs… whatever Cutter’s immediate priorities are, in terms of more tech adjustments, like, that’s his priority. I mean, doing analysis and pointing… pointing out opportunities, like, that’s more… like, that’s not really his main directive, like.

400 00:38:29.280 00:38:36.080 Robert Tseng: I mean, you’re… that’s… that’s kind of your… that’s kind of your job, to identify the opportunities across all of the stakeholders.

401 00:38:36.290 00:38:47.570 Robert Tseng: if you need to run analysis, you’re leveraging, kind of, I guess, Gacy, and then now you have SEZM on the ops side. So, you can kind of consider that they both, kind of, roll up to you.

402 00:38:48.270 00:38:59.480 Henry Zhao: Okay, that’s perfect. So, so yeah, I think Mixpanel will be self-serve pretty soon, so our next focus is obviously pharmacy and ops, and then we’ll figure out what our next big, big rocks are for 2026.

403 00:39:03.990 00:39:04.960 Henry Zhao: Okay. Okay.

404 00:39:10.010 00:39:20.700 Robert Tseng: Alright, if nothing else, then, Sesame, if you want to stay on through the rest of the time, I’ll just kind of share a couple things on the insomnia side, and then that’ll give you something to dig into.

405 00:39:20.970 00:39:29.229 Robert Tseng: Yeah, if… Rico, can we add, Sezen to the Eden and Insomnia 1Passwords?

406 00:39:30.880 00:39:31.930 Rico Rejoso: Will do, yes.

407 00:39:32.970 00:39:35.370 Robert Tseng: Okay, great.

408 00:39:36.560 00:39:42.510 Robert Tseng: Yeah, then everyone else, I mean, you can feel free to stay on, or you can drop off, but I want to kind of just walk through this.

409 00:39:43.940 00:39:45.420 Robert Tseng: Alright, thanks.

410 00:39:46.560 00:39:47.430 Robert Tseng: See ya.

411 00:40:01.650 00:40:02.500 Robert Tseng: Oops.

412 00:40:18.660 00:40:25.730 Robert Tseng: Yeah, so, Sesan, by the way, if you haven’t logged into platform.brainforce.ai, I think you’re…

413 00:40:25.920 00:40:30.430 Robert Tseng: Your Brainforge email will be able to give you access to this. This is basically.

414 00:40:30.430 00:40:30.750 Sezim: the injury.

415 00:40:30.750 00:40:38.039 Robert Tseng: internal tool that we’ve built for ourselves. Every meeting is recorded here, so you can always go back and pull up transcripts, so…

416 00:40:38.140 00:40:49.500 Robert Tseng: If you missed a meeting, or you were trying to go and figure out what happened in a call that you weren’t on, yeah, you can basically either export the transcript out

417 00:40:49.500 00:40:58.740 Robert Tseng: put it into your own AI tool, or you can kind of use the chat function that we’ve already set up here, so you can at least get some of the meeting notes there.

418 00:41:00.000 00:41:03.139 Robert Tseng: I mean, I probably use this the most out of any of the other tools.

419 00:41:03.310 00:41:19.879 Robert Tseng: then, yeah, these other things, like, you’re not really building tickets yet. I know that eventually you may kind of step into a PM role as well, but yeah, I think, you know, we can get there when we get there.

420 00:41:20.040 00:41:28.479 Robert Tseng: Yeah, I think what I’m gonna do after this call is I’ll kind of point out, like, on the insomnia side, which meetings you should go and review.

421 00:41:28.740 00:41:31.470 Robert Tseng: There’s a lot of context to catch up on, so that’s no problem.

422 00:41:31.470 00:41:32.010 Sezim: Oh my gosh.

423 00:41:32.010 00:41:32.819 Robert Tseng: Just let you know.

424 00:41:32.820 00:41:39.189 Sezim: The notion, you set it up well, I’m gonna start from there and move forwards, I guess. Okay.

425 00:41:39.590 00:41:40.639 Sezim: It’s a good… yeah.

426 00:41:40.640 00:41:41.230 Robert Tseng: Jerk.

427 00:41:44.180 00:42:01.419 Robert Tseng: Yeah, yeah, and then on most of these clients, we all share the same logins, so there’s, like, once you’re in 1Pass, you’ll be able to, like, the Insomnia login is, like, my account, I guess, or whatever, and then we can… you can just use it to get into…

428 00:42:01.930 00:42:04.950 Robert Tseng: Things…

429 00:42:09.960 00:42:12.259 Robert Tseng: Yeah, I guess,

430 00:42:16.600 00:42:26.970 Robert Tseng: What I will also do is… Add you to this channel…

431 00:42:38.460 00:42:42.520 Robert Tseng: Let’s see, can you send SMB?

432 00:42:43.320 00:42:51.309 Robert Tseng: docs, saloons related to… the daily impact.

433 00:42:52.260 00:42:56.120 Robert Tseng: Or, actually, probably more of a Amber question.

434 00:43:04.110 00:43:07.640 Robert Tseng: Development… Decor.

435 00:43:07.870 00:43:11.519 Robert Tseng: Okay, so, I mean, you’re still looking… are you still able to see my screen, by the way?

436 00:43:11.950 00:43:13.640 Sezim: Yes, I can see your screen.

437 00:43:13.640 00:43:19.179 Robert Tseng: Okay, great. Yeah, so, yeah, this spreadsheet is kind of chaotic, but…

438 00:43:19.810 00:43:20.350 Sezim: Basically.

439 00:43:20.350 00:43:27.299 Robert Tseng: What we have here is… Each tab represents a period, which I think is…

440 00:43:27.700 00:43:37.260 Robert Tseng: it’s not exactly a month, but let’s just, for simplicity’s sake, just call it one month. And then, within each row is, like, seven…

441 00:43:37.890 00:43:46.850 Robert Tseng: like, 7 cards. Each card is, like, a… is a day. And so, basically what happens right now is…

442 00:43:47.030 00:43:54.680 Robert Tseng: Casey on our team, goes in here and he adds, the data. Basically, this is, like.

443 00:43:54.970 00:43:59.380 Robert Tseng: Marketing spend data across all of these channels.

444 00:43:59.590 00:44:05.130 Robert Tseng: And then this is, like, the revenue that’s associated with it, right? And then, kind of.

445 00:44:05.400 00:44:22.390 Robert Tseng: share of total revenue, and then some… versus, like, 2024 costs and revenue or not. So, obviously this data is coming from a few different places. He kind of has automations that he’s set up to make it easier to update this, but…

446 00:44:22.810 00:44:29.370 Robert Tseng: we started working with this client, they were spending probably, like, 2 hours a day updating this.

447 00:44:29.790 00:44:33.910 Sezim: So, now it takes our team, like, less than 30 minutes.

448 00:44:34.000 00:44:46.790 Robert Tseng: But I still think that this is not a great view. So, I guess, like, the ask is to kind of redesign, like, the next version of, like, what this should look like. So…

449 00:44:47.090 00:44:49.410 Robert Tseng: I think about, like.

450 00:44:50.850 00:44:57.879 Robert Tseng: a business, like, a business review doc. Let me pull one up right now, see if I have one.

451 00:44:58.150 00:44:58.720 Sezim: What?

452 00:44:58.720 00:45:00.869 Robert Tseng: But yeah, it’s…

453 00:45:00.870 00:45:03.340 Sezim: What’s the difference between the lists?

454 00:45:03.510 00:45:05.390 Sezim: I should… sheets.

455 00:45:06.530 00:45:11.359 Robert Tseng: Every tab is the… they’re all structured the same, it’s just every…

456 00:45:11.710 00:45:17.710 Robert Tseng: I don’t know, I got… every section here represents a day, so this is, like, November 9th.

457 00:45:17.980 00:45:27.700 Robert Tseng: November 8th, 2025, this is November 9th, and then it restarts on the next row. So you’re just literally just, like, a daily… it’s a daily snapshot

458 00:45:27.910 00:45:31.820 Robert Tseng: of marketing performance metrics. So…

459 00:45:31.820 00:45:32.500 Sezim: Hmm.

460 00:45:32.500 00:45:35.870 Robert Tseng: Across channels, by expand and revenue, and…

461 00:45:35.990 00:45:45.060 Robert Tseng: Every week, we were… we’ve been running these business reviews to kind of show Alright, this week…

462 00:45:45.210 00:45:55.269 Robert Tseng: is… Under, you know, year over year, or week over week, sorry, like, versus…

463 00:45:55.580 00:46:06.369 Robert Tseng: Last year, we’re down $171,000, like, and… yeah, you can see that overall, like, performance is down in this week, except for this

464 00:46:06.510 00:46:15.599 Robert Tseng: FDA, which is, like, food delivery apps, and it’s only positive because they were not on DoorDash or Uber Eats before. So,

465 00:46:15.960 00:46:19.819 Robert Tseng: Yeah, so it’s… to me, the story here is…

466 00:46:20.350 00:46:26.510 Robert Tseng: Great, we’ve… we have some new promotions that are working or, you know, generating positive revenue.

467 00:46:26.540 00:46:43.849 Robert Tseng: Compared to last year, our food delivery app is working as well. But other than that, every other channel is down. So, yeah, I think this has been, like, a common trend, like, I think just marketing performance is just down overall, so, that’s why this client is kind of in a tough spot.

468 00:46:43.910 00:46:50.740 Robert Tseng: But yeah, I think at least from a reporting perspective, I think there are better ways to do this reporting. I just… we just need to…

469 00:46:50.970 00:46:52.400 Robert Tseng: Gotta figured that out.

470 00:46:54.010 00:47:01.399 Robert Tseng: So… Here’s an example of… To me, like, what could be a helpful view?

471 00:47:02.270 00:47:05.030 Robert Tseng: This is probably too much, like, this is…

472 00:47:06.040 00:47:16.700 Robert Tseng: Yeah, I mean, kind of similar to what… how you would build, like, a financial model, right? Like, inputs, outputs, but maybe just focusing on marketing, you can also break it out by channel, those same things.

473 00:47:16.760 00:47:33.050 Robert Tseng: But we have it by week, and then by day or something. Just something that looks cleaner, that’s, like, doesn’t have to be updated, like, one day at a time here. Like, we have to figure out how do we give them still the daily, the daily…

474 00:47:33.090 00:47:41.740 Robert Tseng: a view, so maybe it’s, like, two tabs, one daily view that, like, you update that automatically gets, like.

475 00:47:42.080 00:47:57.640 Robert Tseng: you know, snapshot it, and then, like, there’s a weekly view here, like, I guess, you know, open to your design, but I guess I’ll just, you know, is that something that you feel like you could do? Is this basically, like, a spreadsheet automation design exercise?

476 00:47:58.230 00:48:09.240 Sezim: Yeah, yeah, I can see it being, like, a dashboard. The first page is, like, gives you all the summaries for monthly, weekly, whatever, and the other, and then if you want to dive into…

477 00:48:09.570 00:48:14.739 Sezim: to details, then they go to other sheets to explore.

478 00:48:14.940 00:48:33.530 Robert Tseng: Yeah. So, I mean, yeah, you can click through this, like, you… but this is… this is what they currently have. It’s literally just, like, every month they have this, like, massive sheet, and they just copy-paste the same thing every single day. So, I feel like, you know, we just… the goal is just to design something that’s better.

479 00:48:35.400 00:48:39.540 Sezim: Good, this is fun. This is design-wise fun, yeah.

480 00:48:41.510 00:48:48.819 Robert Tseng: Great, yeah, like, I think that would be helpful. You know, once you can kind of build a new format, then, like, our team and Casey

481 00:48:48.880 00:49:05.359 Robert Tseng: like, he’ll be able to, like, redirect his time. Like, I think to me, like, the outcome would be, if you can build something that’s easier for him to update, that allows us to basically update this sheet in, like, under 15 minutes a day, or, like, you know.

482 00:49:05.560 00:49:21.159 Robert Tseng: ideally, like, you know, under 10 minutes… like, under 5 minutes a day. Like, that to me is a big win, because then we’re not spending the additional, like, whatever, 3 hours a… 3 hours a week on this, and we can basically get that time back to work on other things. So,

483 00:49:21.550 00:49:24.730 Robert Tseng: Yeah, I just don’t think we’ve had anybody who’s…

484 00:49:24.890 00:49:35.100 Robert Tseng: on the team, on this particular team, who’s good enough in Excel and spreadsheets to really, like, redesign this, and I just haven’t had time to do it yet, so…

485 00:49:35.100 00:49:35.730 Sezim: Mmm.

486 00:49:36.440 00:49:43.150 Sezim: Are there any external formulas that they use to pull some.

487 00:49:44.070 00:49:47.339 Sezim: outside, or, like… And do you…

488 00:49:47.340 00:49:47.710 Robert Tseng: No.

489 00:49:47.710 00:49:52.819 Sezim: Google Drive, or do you keep it in Microsoft Office? Like, what’s…

490 00:49:52.820 00:50:04.949 Robert Tseng: Yeah, this is all in Microsoft Office for now, but while you’re mocking it up, feel free to just use it to Google Sheets, and we can kind of transfer later. Yeah, once you go into this sheet, I mean, I’ll share this link with you.

491 00:50:05.380 00:50:09.000 Robert Tseng: You’ll be able to log in with my credentials,

492 00:50:09.810 00:50:13.379 Robert Tseng: Yeah, I got into the OnePassword, so…

493 00:50:13.380 00:50:15.109 Sezim: Should I reshoot this?

494 00:50:15.110 00:50:17.469 Robert Tseng: It’s a daily impact scorecard.

495 00:50:18.450 00:50:27.660 Robert Tseng: Yeah, you should be able to log in with my Microsoft credentials. You can go… well, yeah, you’ll see, there’s no external formulas here,

496 00:50:28.020 00:50:31.020 Robert Tseng: Wait, what? This is… what is historical data?

497 00:50:31.750 00:50:36.410 Robert Tseng: Yeah, like…

498 00:50:36.720 00:50:47.870 Robert Tseng: most… most things are copy-pasted in, except for, like, the 2024 comp… like, the comps versus the previous year. There is, like, a tab of historical data that…

499 00:50:48.080 00:50:56.479 Robert Tseng: Somebody pulled, like, a one-time, like, kind of just download of all of the data from 2024, so they’re able to actually build this out.

500 00:50:56.670 00:51:08.970 Robert Tseng: But I think that’s pretty much it. Like, this is a pretty simple sheet. Yeah. So you could pretty much just copy this historical data, put it into your own sheet if you wanted, but… and then everything else is just kind of…

501 00:51:09.350 00:51:12.529 Robert Tseng: Yeah, you could assume that, like.

502 00:51:12.790 00:51:19.519 Robert Tseng: We have automations to put… to bring in data from… Google Meta, like.

503 00:51:20.010 00:51:27.570 Robert Tseng: owned marketing like Braze, like DoorDash, Uber Eats, like, we… we maintain all of those pipelines now to pull data into here.

504 00:51:29.580 00:51:30.170 Robert Tseng: So…

505 00:51:31.000 00:51:31.770 Sezim: Okay.

506 00:51:31.770 00:51:32.340 Robert Tseng: Yeah.

507 00:51:33.270 00:51:36.380 Sezim: And what’s the timeline like for this?

508 00:51:36.380 00:51:48.850 Robert Tseng: Yeah, not a huge rush. I would say, you know, I’ll give you a week. I mean, you can kind of check in with me. I’ll create a ticket and assign it to you, just so you can kind of have… start getting familiar with this process.

509 00:51:49.200 00:51:54.840 Robert Tseng: Yeah, let’s do…

510 00:52:03.460 00:52:05.840 Robert Tseng: Actually, I’m just gonna… Pick.

511 00:52:06.640 00:52:12.680 Robert Tseng: This one… Let me back the school code…

512 00:52:20.580 00:52:24.400 Robert Tseng: Yeah, new impact, school, color, design…

513 00:52:30.300 00:52:35.350 Robert Tseng: reduce Casey’s work on daily scorecard from 30 minutes.

514 00:52:37.480 00:52:41.940 Robert Tseng: Per day, 200… Let me do it.

515 00:52:42.670 00:52:43.870 Robert Tseng: Let’s see…

516 00:52:47.440 00:52:50.839 Robert Tseng: Needs to have daily grain.

517 00:52:51.800 00:52:53.670 Robert Tseng: We’re all marketing.

518 00:52:54.590 00:53:03.250 Robert Tseng: Performance… Ethics… Do you have weeks of the week?

519 00:53:03.360 00:53:04.300 Robert Tseng: View.

520 00:53:05.610 00:53:11.499 Robert Tseng: So… I will share this as an example.

521 00:53:12.720 00:53:29.490 Robert Tseng: Sample, weekly business review… Spreadsheet… Then… Venus… Bless you.

522 00:53:30.110 00:53:31.020 Sezim: Thank you.

523 00:53:33.520 00:53:44.880 Robert Tseng: And… Let’s go to Sesame… Due date will be… We’ll just call it… We cut.

524 00:53:45.090 00:53:45.860 Robert Tseng: No.

525 00:53:51.210 00:54:01.510 Robert Tseng: Great. Yeah, and then if you have any other questions, you can always, I mean, I prefer to be tagged in Slack, but, yeah, like, you could… you could just link to the ticket itself.

526 00:54:01.870 00:54:03.080 Robert Tseng: Okay.

527 00:54:03.280 00:54:07.999 Sezim: I’ll reach out and flag if any questions arise.

528 00:54:09.390 00:54:09.940 Robert Tseng: Cool.

529 00:54:10.540 00:54:16.919 Robert Tseng: Yeah, I think there’s probably some more context of, like, how it’s been updated and things. Great. So I think,

530 00:54:17.900 00:54:29.240 Robert Tseng: Yeah, you’ll see Amber kind of is sharing some things with you, so… Yeah, I would say the Slack channels are kind of, like, the best way to reach people, but feel free to DM them directly. But any updates?

531 00:54:29.240 00:54:34.680 Sezim: I don’t want it to be all out, right? Like, in the chat, no DMs, usually?

532 00:54:35.730 00:54:36.560 Robert Tseng: Yes.

533 00:54:36.720 00:54:37.040 Sezim: Oh.

534 00:54:37.040 00:54:42.670 Robert Tseng: I would say no DMs unless necessary, like, yeah.

535 00:54:43.170 00:54:46.939 Robert Tseng: Unless it’s, like, a legit… like, a personal logistics thing, you can, like…

536 00:54:47.950 00:54:56.359 Robert Tseng: But yeah, anything related to the client should be in the public channels, and then any, like, actual updates to the work should be included on the ticket.

537 00:54:58.240 00:54:59.899 Sezim: Perfect. Sounds good.

538 00:55:00.380 00:55:00.930 Robert Tseng: Yeah.

539 00:55:01.740 00:55:03.290 Robert Tseng: Okay, cool.

540 00:55:04.750 00:55:11.709 Robert Tseng: Yeah, I know it’s kind of a weird week to start, because we’re, like, this is basically, like, a Friday for us, so,

541 00:55:12.190 00:55:12.820 Robert Tseng: Yeah, I agree.

542 00:55:13.450 00:55:22.170 Robert Tseng: you know, I guess a little bit of a slow start, but yeah, I mean, I’ll be back in New York next week. We’d love to co-work and kind of spend some time together.

543 00:55:22.490 00:55:27.579 Robert Tseng: yeah, but I guess, you know, feel free to reach out if you have any questions.

544 00:55:28.140 00:55:31.110 Sezim: Sounds good. Thank you. Okay. Excited.

545 00:55:31.110 00:55:32.750 Robert Tseng: Cool. Thanks, Asim. All right.

546 00:55:32.750 00:55:36.849 Sezim: Have a safe flight, and have an amazing Thanksgiving, too.

547 00:55:37.590 00:55:40.520 Robert Tseng: Thank you, you too. Where are you going for Thanksgiving?

548 00:55:41.260 00:55:51.300 Sezim: I’m just gonna stay in New York, but I’m… so, International House’s Board of Trustees invited for a dinner with their family.

549 00:55:51.300 00:55:51.640 Robert Tseng: Okay.

550 00:55:51.640 00:55:54.680 Sezim: Oh, I’m just gonna be attending the dinner, and…

551 00:55:54.680 00:55:55.050 Robert Tseng: Yeah.

552 00:55:55.050 00:55:55.810 Sezim: protection.

553 00:55:55.810 00:56:01.709 Robert Tseng: I figured they would do something, so that’s glad… I’m glad you have a pla… you have a, you have a, you know, you have…

554 00:56:02.050 00:56:11.730 Sezim: Yeah, yeah, they were very nice. They invited many other students to, to come, to their houses as well, so it’s pretty cool.

555 00:56:13.170 00:56:14.090 Robert Tseng: Amazing.

556 00:56:14.480 00:56:15.270 Sezim: Yeah.

557 00:56:15.530 00:56:22.440 Sezim: Okay, amazing. Rico is messaging me, asking if I have time for onboarding meeting, so I’ll jump in.

558 00:56:22.440 00:56:25.320 Robert Tseng: Okay, okay, yeah. Go for that. Alright, talk to you later.

559 00:56:25.320 00:56:26.920 Sezim: Yep, bye.

560 00:56:26.920 00:56:27.390 Robert Tseng: I…