Meeting Title: BrainForge Weekly Sales Check-in Date: 2025-12-23 Meeting participants: Joules Asuncion, Robert Tseng, Fireflies.ai Notetaker Joules
WEBVTT
1 00:00:39.720 ⇒ 00:00:40.640 Robert Tseng: Hey, Jed.
2 00:00:41.060 ⇒ 00:00:42.640 Joules Asuncion: Hi, Robert, how are you doing?
3 00:00:42.950 ⇒ 00:00:44.080 Robert Tseng: Good, how are you?
4 00:00:44.080 ⇒ 00:00:45.440 Joules Asuncion: I’m good, I’m good.
5 00:00:47.910 ⇒ 00:00:58.909 Robert Tseng: Yeah, I guess, this is just a weekly, weekly check-in. We’ll just talk more broadly about how things are going, and yeah, I mean, I guess we can pull up the…
6 00:00:59.610 ⇒ 00:01:04.800 Robert Tseng: the screen… And…
7 00:01:04.870 ⇒ 00:01:19.439 Robert Tseng: I mean, I think I drove the first couple conversations, but I kind of want you to be the one to drive. Like, I think we can kind of talk about, you know, and we can start anywhere on this dock. If you don’t know where to start, I can take it back, but I think this is…
8 00:01:19.470 ⇒ 00:01:27.220 Robert Tseng: Like, this is really kind of your time to kind of get what you need from me, so that you feel good about moving forward.
9 00:01:27.360 ⇒ 00:01:27.910 Joules Asuncion: Yeah.
10 00:01:28.270 ⇒ 00:01:31.209 Joules Asuncion: Of course, hold on, let me pull that one.
11 00:01:35.390 ⇒ 00:01:39.619 Joules Asuncion: Yeah. There you go.
12 00:01:40.150 ⇒ 00:01:46.659 Joules Asuncion: Yeah, so, from this, like, the first 10 days, that we talked about last time.
13 00:01:46.960 ⇒ 00:01:47.430 Robert Tseng: Yep.
14 00:01:47.430 ⇒ 00:01:48.639 Joules Asuncion: I think all of…
15 00:01:48.880 ⇒ 00:02:00.250 Joules Asuncion: all of… all of this one is, got executed for the first, 10 days, I guess. I get a grasp of how we take Mofu communication with lead.
16 00:02:00.470 ⇒ 00:02:12.220 Joules Asuncion: To nurture them and book meetings. Of course, I had, had the feedback from you guys on how to approach, things, and I have a lot of takeaways, of course, because,
17 00:02:12.570 ⇒ 00:02:17.479 Joules Asuncion: Because I know that, most of my learning in sales won’t be,
18 00:02:17.960 ⇒ 00:02:28.719 Joules Asuncion: won’t be engaging by the way… by how you, present BrainForge to a customer. So, I guess my take on that is,
19 00:02:29.190 ⇒ 00:02:41.379 Joules Asuncion: Had more time to research about the lead, and make time in composing, like, at least the second outreach, just to get more traction in that one.
20 00:02:42.850 ⇒ 00:02:50.810 Joules Asuncion: And, yeah, like, for, I didn’t, like, at least book a meeting.
21 00:02:50.920 ⇒ 00:02:59.300 Joules Asuncion: For you guys, but, I actually did some deals that inputted in HubSpot.
22 00:03:01.170 ⇒ 00:03:03.080 Joules Asuncion: So, yeah.
23 00:03:04.110 ⇒ 00:03:17.499 Joules Asuncion: And I think, working on the Mofu and Tofu sequences for the campaigns is, like, a work in progress. I think, Luke and I will be more working closely when it comes to
24 00:03:17.620 ⇒ 00:03:20.430 Joules Asuncion: When it comes to strategy.
25 00:03:20.560 ⇒ 00:03:28.660 Joules Asuncion: On how we approach the customer. And, by there, we polish all of the messages we’ve sent out to our lead.
26 00:03:32.830 ⇒ 00:03:37.090 Joules Asuncion: Yeah.
27 00:03:38.960 ⇒ 00:03:47.090 Joules Asuncion: And, like, the GTM system, I’ve been taking over HubSpot, like, for the deals, but not the automation for now.
28 00:03:47.760 ⇒ 00:03:53.199 Joules Asuncion: I guess it’s a separate meeting with me and Ryan, for next week.
29 00:03:53.550 ⇒ 00:03:59.909 Joules Asuncion: If he wanted to hand over all of the automations and, and all of the workflows.
30 00:04:00.900 ⇒ 00:04:05.259 Joules Asuncion: lead qualification stages, you know, yeah.
31 00:04:05.370 ⇒ 00:04:11.020 Joules Asuncion: I think, I had a feedback as well on how to identify ICPs for us.
32 00:04:11.860 ⇒ 00:04:21.130 Joules Asuncion: And, yeah Basically, that’s what I had to do, for the past, 7 days.
33 00:04:21.240 ⇒ 00:04:27.189 Joules Asuncion: If I’m not mistaken, and I’ve been taking over, like, the partnership,
34 00:04:27.410 ⇒ 00:04:34.580 Joules Asuncion: what do they call this? The partnership… Chart.
35 00:04:35.100 ⇒ 00:04:36.100 Joules Asuncion: If I must say?
36 00:04:39.880 ⇒ 00:04:42.689 Joules Asuncion: I see, Rico handed that over as well.
37 00:04:42.820 ⇒ 00:04:46.640 Joules Asuncion: Yeah, the partner, partner form.
38 00:04:49.210 ⇒ 00:04:57.600 Joules Asuncion: for Snowflake and dbt. I will connect with Holly for all of the platforms that we had as well, so I can build out a, Notion page.
39 00:04:57.800 ⇒ 00:05:05.700 Joules Asuncion: For their platform referral, before adding it to their, to their website.
40 00:05:05.820 ⇒ 00:05:07.610 Joules Asuncion: If that makes sense. I’m sorry.
41 00:05:10.630 ⇒ 00:05:17.590 Robert Tseng: All good. Okay, so, I mean, you said a lot of things there, so let’s just kind of step… take a step, a couple steps back. So…
42 00:05:29.450 ⇒ 00:05:53.270 Robert Tseng: Okay, so we… first, let’s just kind of… yeah, you were talking about 10-day, you think that you’ve gotten all these things. I think my feedback is, yeah, I think HubSpot-wise, I think you understand HubSpot setup, workflows. I don’t… I don’t really know what the gap is still, like, you’re saying you learned some things in sales, and you don’t feel like they apply here. I don’t know what those things are, so I think…
43 00:05:53.270 ⇒ 00:06:02.219 Robert Tseng: I would like to know what those are, like, what you feel like you’ve had to unlearn, or, like, what doesn’t work for us. So, I guess, can you expand on that?
44 00:06:02.490 ⇒ 00:06:20.460 Joules Asuncion: Oh yeah, for sure. Like, for example, I’ve been into, like, a large B2B, B2B leads that I can reach out to. So, I think, number games is, like, the number… the more… the more reach out, the more messages we send out, we…
45 00:06:20.460 ⇒ 00:06:23.649 Joules Asuncion: will get a lot of traction, but for this one, I think…
46 00:06:23.710 ⇒ 00:06:29.039 Joules Asuncion: We have to find quality leads for… for us to book a meeting with them.
47 00:06:31.000 ⇒ 00:06:48.419 Robert Tseng: Yeah, yeah, I mean, I think it’s just kind of, like, there’s, like, a crawl, walk, run mentality, like, we can’t be doing high volume unless we understand, like, who we’re aiming at. So, yeah, I would rather you get good at, like.
48 00:06:48.650 ⇒ 00:07:02.419 Robert Tseng: Spotting who is a good fit, and then we can figure out how to operationalize that later, rather than just going for volume without… it’s just kind of like a spray-and-pray approach that doesn’t really, like, kind of get to anybody.
49 00:07:02.990 ⇒ 00:07:03.720 Robert Tseng: Yeah.
50 00:07:04.710 ⇒ 00:07:23.709 Robert Tseng: So yeah, I mean, I think it sounds like you’re used to doing bigger volume. I mean, my kind of reservation is, like, I don’t know if you’ve worked with an organization, at our stage before, like, just in terms of needing a level of creativity and autonomy to just go and experiment with things.
51 00:07:23.910 ⇒ 00:07:40.750 Robert Tseng: the things that you’ve tried so far, I’m sure, have just been the… have just been, like, small projects that I’ve recommended to you. But yeah, like, I think my… you know, I’m glad that you understand HubSpot, but, you know, we walked through last week how
52 00:07:40.760 ⇒ 00:08:05.520 Robert Tseng: HubSpot doesn’t capture the whole, life cycle, right? It, like, does decent tracking on email, but, yeah, we get text messages, we get LinkedIn messages, like, we get all these other… yeah, those are really… that’s kind of where a lot of the coordination happens. There’s just no way to bring it into HubSpot, so that’s why we do the manual messages in Slack, and then you’re gonna have to find a way to sync it in.
53 00:08:05.520 ⇒ 00:08:06.010 Robert Tseng: So…
54 00:08:06.010 ⇒ 00:08:06.440 Joules Asuncion: Yeah.
55 00:08:06.440 ⇒ 00:08:23.959 Robert Tseng: I mean, maybe there becomes a better way where you set up Slack integrations into HubSpot, where you’re able to update deal stages, but, like, that’s kind of on… you have to… you have to kind of own that, you know, as those… as that volume increases, so…
56 00:08:24.150 ⇒ 00:08:30.979 Robert Tseng: That to me is, like, how you continue to optimize HubSpot. It’ll never be, like, a core objective, but it’s just, like.
57 00:08:31.120 ⇒ 00:08:32.980 Robert Tseng: You know, we… as…
58 00:08:33.750 ⇒ 00:08:45.920 Robert Tseng: yeah, eventually we’re gonna need you to do much more volume than you’re doing currently, so… Yeah. Yeah, like, I… and I think that’s… you have to figure out how to automate it, otherwise you’re just not going to be able to keep up.
59 00:08:46.220 ⇒ 00:08:46.960 Joules Asuncion: Gotcha.
60 00:08:48.130 ⇒ 00:08:56.330 Robert Tseng: Yeah, I mean, you’re not doing the automation yourself, like, we have very competent people, like, I’m sure you’ve seen Ryan runs all our automations by himself.
61 00:08:56.470 ⇒ 00:09:11.849 Robert Tseng: And then we also have our AI engineering team. So, like, we are definitely able to do… build pretty much anything that you can think of, you just have to think of it. And, I think that’s, like, that’s… that’s one of the…
62 00:09:11.910 ⇒ 00:09:16.950 Robert Tseng: advantages, I think, of working… working here is that,
63 00:09:17.180 ⇒ 00:09:24.650 Robert Tseng: Yeah, like, we’re not really constrained from, like, a technical perspective. Like, we’re able to kind of build most solutions, out of the box.
64 00:09:24.650 ⇒ 00:09:25.050 Joules Asuncion: Gotcha.
65 00:09:25.550 ⇒ 00:09:26.280 Robert Tseng: Yeah.
66 00:09:26.600 ⇒ 00:09:39.120 Robert Tseng: And then as far as, like, kind of, the tofu-Mofu handoffs, like, I think you’ve, yeah, you’ve already given you feedback on, kind of, what has gone well, what hasn’t. Yeah, I think really…
67 00:09:39.120 ⇒ 00:09:53.279 Robert Tseng: to me, it’s like a… you know, there’s like a business… business understanding, I feel like, on your side is kind of… kind of slow, to be honest. So, like… Yeah. I mean, I kind of view it as, you know, you and Luke started at the same time. I think Luke understands the business.
68 00:09:53.280 ⇒ 00:10:12.970 Robert Tseng: pretty well now, I think, just from spending some time with people. You have the same level of access as he does, and you have, you know, 4 times as many hours as he does. He only does 10 hours a week with us right now. We’re gonna bring him on full-time. But, yeah, so I kind of view that as, like, a barometer of, like, how fast I expect kind of people to go and be able to…
69 00:10:13.160 ⇒ 00:10:15.800 Robert Tseng: Like, learn what they need to.
70 00:10:16.290 ⇒ 00:10:21.459 Robert Tseng: Yeah, I mean, I think you’ve seen, you know, you’re not really gonna get that much time with me, maybe, like.
71 00:10:21.860 ⇒ 00:10:39.430 Robert Tseng: you know, we have a 30-minute call here, and then we do stand-ups occasionally, like, I will choose when I show up or don’t show up to those. Yeah, like, but you’re not really gonna get more than, like, 2 hours a week max with me. So, that means you have to lean on the team for everyone… for everything else, and
72 00:10:39.610 ⇒ 00:10:44.939 Robert Tseng: yeah, like, I think it’s not… you can’t… there’s no excuse for, like,
73 00:10:45.810 ⇒ 00:10:49.080 Robert Tseng: oh, I, like, didn’t know, because I didn’t know where to ask, or, like, you know.
74 00:10:49.080 ⇒ 00:10:49.440 Joules Asuncion: Oh my god.
75 00:10:49.570 ⇒ 00:11:03.729 Robert Tseng: that’s… that’s not really kind of how we operate here. Like, yeah, in a small organization, you can’t really hide your, like, your knowledge. So, I think, you know, I think that’s something that… that’s… that’s feedback I would give to you. You would, like.
76 00:11:03.730 ⇒ 00:11:13.700 Robert Tseng: we kind of discussed yesterday, yes, I could keep building out more Figma flows, but, like, it doesn’t seem like that’s helpful. Like, I think if you just under… yeah, if you…
77 00:11:13.800 ⇒ 00:11:35.120 Robert Tseng: you know, you spend a little time, kind of, like, sitting with each lead, like, you know, we can do more of these shadowing sessions, or, like, kind of recorded sessions that, like, Hannah suggested, so, I think I need to do that, and I can send you… send you more, like, con… like, videos of me going through stuff async, but, like, other than that, like, I don’t…
78 00:11:35.490 ⇒ 00:11:41.190 Robert Tseng: any shadowing that you would do would pretty much just be with someone else on the team. Gotcha.
79 00:11:41.310 ⇒ 00:11:47.370 Robert Tseng: Yeah, I mean, at this point, I don’t feel comfortable with your, like.
80 00:11:47.860 ⇒ 00:12:08.719 Robert Tseng: your business understanding, and kind of, like, your contribution on, with, like, the actual messaging, or… so, you know, I’ve had a few calls since then, but I haven’t pulled you into them, because I’m, like, not… I’m not confident in your ability to contribute in those yet. So yeah, I think that’s something that, you know, I think I would want to see more of,
81 00:12:09.170 ⇒ 00:12:24.589 Robert Tseng: Yeah, pretty much by 30 days, if I don’t feel confident that I can bring you on to meetings, I think that would probably be… that would probably be, like, a deal breaker. So, like, yeah, I think we need to figure out how to get you, like, to get you ramped up faster.
82 00:12:24.590 ⇒ 00:12:40.130 Robert Tseng: Considering that you’re, you know, supposed to be spending 40 hours a week with us, like, yeah, like, I just, you know, that’s my feedback there. So, I don’t actually think we understand what a qualified lead or a qualified meeting is at this point,
83 00:12:40.370 ⇒ 00:12:41.710 Robert Tseng: So…
84 00:12:41.880 ⇒ 00:12:51.329 Robert Tseng: Yeah, I don’t know how much time you spent looking through, like, kind of sales, like, platform. You know, Rico gave you a bunch of… a list of a bunch of different clients.
85 00:12:51.670 ⇒ 00:12:53.939 Robert Tseng: Yeah, I…
86 00:12:54.030 ⇒ 00:13:13.540 Robert Tseng: I think it’s helpful if you go through those things, and you share, kind of, your insights on, like, this is what I learned about this client, I think this is why, like, why this qualified well, this is what we did well during this qualification meeting, what we didn’t do well. Like, something to show, like, kind of, that you’re actually, like, I don’t know, like.
87 00:13:13.580 ⇒ 00:13:17.500 Robert Tseng: Kind of trying to make sense of these… of these different leads.
88 00:13:17.500 ⇒ 00:13:18.260 Joules Asuncion: Yeah, yeah.
89 00:13:18.260 ⇒ 00:13:23.140 Robert Tseng: Like, I… I understand we’re not a product company, so we’re… don’t, like…
90 00:13:23.410 ⇒ 00:13:40.430 Robert Tseng: we’re not selling the same thing to everyone. Like, I think there’s a menu of services that we choose from, and yeah, like, the relationships, like, that we build with each client is… they’re… there’s… they’re different. I think we have some framework to, like.
91 00:13:40.850 ⇒ 00:13:56.679 Robert Tseng: break them down, but a lot of it is just, like, you’ll better understand the differences if you just watch, like, 10 calls. Like, I think that’s… I don’t really think there’s a better way to do that. So, yeah, I think…
92 00:13:57.220 ⇒ 00:14:19.160 Robert Tseng: I know what the definitions of these are, I think it’s more about, like, you kind of figuring out what those are, and you can ask me questions, but, I think there’s, like… you have your understanding of what these words mean from your sales experience, but I think sometimes that jargon kind of hinders you from communicating with me, because you use it… you use the term differently than I do. Like.
93 00:14:19.160 ⇒ 00:14:19.620 Joules Asuncion: Yeah.
94 00:14:19.620 ⇒ 00:14:37.739 Robert Tseng: like, lead scoring, for example. Like, I… we went over this yesterday, but, like, I don’t think what you… what you call lead scoring is really lead scoring, like, or, like, I don’t really know if it’s any different from, like, what we do. So, yeah, like, I think, you know, I would just say, like, try to, like, not…
95 00:14:38.000 ⇒ 00:14:43.929 Robert Tseng: like, I’m not gonna let you just, like, say sales jargon and, like, you know, nod my head. I’m gonna be like.
96 00:14:43.930 ⇒ 00:14:44.500 Joules Asuncion: Yeah, yeah.
97 00:14:44.740 ⇒ 00:14:46.200 Robert Tseng: So… Yeah, yeah.
98 00:14:46.370 ⇒ 00:14:53.319 Joules Asuncion: Yeah, like, I think it’s more important that we think about these things the same way, rather than just, like, throwing these… Yeah.
99 00:14:53.320 ⇒ 00:15:10.560 Robert Tseng: throwing these terms around. So yeah, like, I… I think those are… that’s my feedback on kind of where… how the first 10 days has gone. I think on the… on the next 30… on, like, up to the 30 days, like, I think we can spend some time kind of mapping out, like, what we need to do to get there, but, like.
100 00:15:10.760 ⇒ 00:15:16.960 Robert Tseng: Maybe, like, one, you know, nursery sequences, booking meetings. Yeah, I think this is pretty fair.
101 00:15:23.130 ⇒ 00:15:34.070 Robert Tseng: Complete ownership of… Of that, enforce qualification logic at intake, so…
102 00:15:35.030 ⇒ 00:15:46.869 Robert Tseng: Or leads, so yeah, I mean, it’s mostly manual… Manual, or, like, play… Annual, or…
103 00:15:50.540 ⇒ 00:15:52.100 Robert Tseng: Adjusted…
104 00:15:53.190 ⇒ 00:16:05.249 Robert Tseng: It’s boring, yeah, so I think that makes sense. So, like, there is some level of, like, qualification that I would expect you to be able to do by the 30-day mark. And then…
105 00:16:06.430 ⇒ 00:16:13.360 Robert Tseng: Yeah, I think, you know, execute tough campaigns.
106 00:16:19.880 ⇒ 00:16:25.430 Robert Tseng: People fill pipeline… To, to meet.
107 00:16:26.380 ⇒ 00:16:35.970 Robert Tseng: Which, we haven’t set the target, but it’d probably be very similar to what this past quarter will be. It’s still gonna be, like.
108 00:16:35.970 ⇒ 00:16:47.470 Robert Tseng: you know, 6 to 10 leads, or something like that. Yeah, it’s not gonna be high volume, it’ll probably just be that. And then, yeah, I think the weekly reporting, I think you’re…
109 00:16:48.140 ⇒ 00:16:56.519 Robert Tseng: I don’t have a… I think you’re doing fine on the reporting side, you understand your way around… around that, so… But yeah, so I think that those are really the things.
110 00:16:56.730 ⇒ 00:17:11.990 Robert Tseng: Yeah, success criteria… I think this will be adjusted… Second booking meetings… Mofu engine…
111 00:17:15.640 ⇒ 00:17:17.770 Robert Tseng: running,
112 00:17:23.880 ⇒ 00:17:27.459 Robert Tseng: I mean, the invitation.
113 00:17:28.180 ⇒ 00:17:32.980 Robert Tseng: Need stage… Virtually.
114 00:17:34.560 ⇒ 00:17:44.910 Robert Tseng: Okay… Adding 6 to 10 qualified leads per week.
115 00:17:47.090 ⇒ 00:17:52.150 Robert Tseng: that new… And then… Well, being…
116 00:17:55.680 ⇒ 00:17:56.770 Robert Tseng: And…
117 00:18:00.070 ⇒ 00:18:01.119 Robert Tseng: Yes, it’ll be…
118 00:18:04.970 ⇒ 00:18:10.079 Robert Tseng: Or… I think we should. Yeah. So…
119 00:18:11.450 ⇒ 00:18:24.940 Robert Tseng: Yeah, I mean, for, you know, just, like, we book our own meetings, like, I… I took, what, like, 2 myself last week, and Utam took, like, 2 or 3 himself last week, so, like, you’re not gonna be the one, kind of.
120 00:18:25.300 ⇒ 00:18:29.020 Robert Tseng: You’re not the only one, kind of, getting leads, so…
121 00:18:29.280 ⇒ 00:18:37.200 Robert Tseng: you know, this isn’t really, like, I expect you to, you know, be booking 10… I mean, this is our goal as a company, so we will all be aiming at this together.
122 00:18:37.720 ⇒ 00:18:49.599 Robert Tseng: Whether they come from you, your work, or from the partnership’s work, or from Utam or me, like, it doesn’t matter, like, we’re just… we’re gonna try to hit this number every week. So yeah, I think this is more of, like, a team kind of metric.
123 00:18:49.600 ⇒ 00:19:04.949 Robert Tseng: This one is probably more of, like, an individual, like, I think from your… from owning, kind of, the top of funnel work and doing, you know, the BDR stuff, like, that, yeah, we’re just gonna… that’s… that’s the number that I would want you to hit.
124 00:19:05.700 ⇒ 00:19:06.570 Robert Tseng: It’s…
125 00:19:06.570 ⇒ 00:19:29.670 Robert Tseng: yeah, it’s more about… it’s more about revenue than it is by logo, so we’ll… we’ll kind of decide that. And then the… this one, yeah, I don’t think you can force your way into booking meetings, but, like, kind of what we were walking through, yesterday with, like, kind of the content strategy, yeah, like, just different stages of awareness. Like, I… I want us to have a more…
126 00:19:31.310 ⇒ 00:19:37.290 Robert Tseng: Like, a clear understanding of, like, how the messages we’re sending,
127 00:19:37.290 ⇒ 00:19:54.470 Robert Tseng: kind of meet bleeds at different stages, and, like, how we’re kind of nudging them into the next stage. So, I think this is kind of where we need to… we need to grow in, because our Mofu is really just, like, a one or two message sequence right now, but we could be doing more than that.
128 00:19:56.260 ⇒ 00:20:05.639 Robert Tseng: Yeah, so I think that’s kind of what I think the next 30 days should look like, so… just kind of be more tactic. Oops.
129 00:20:07.050 ⇒ 00:20:09.810 Robert Tseng: I want to leave a comment.
130 00:20:15.280 ⇒ 00:20:16.020 Robert Tseng: Oops.
131 00:20:17.610 ⇒ 00:20:19.730 Robert Tseng: So,
132 00:20:27.270 ⇒ 00:20:34.010 Robert Tseng: To, get a better… Understanding…
133 00:20:38.520 ⇒ 00:20:51.779 Robert Tseng: Business, like… Watch, like, 10 clients… Still, like… Sales calls, understand, like, what.
134 00:20:52.750 ⇒ 00:20:55.770 Robert Tseng: We do to serve clients.
135 00:20:56.620 ⇒ 00:21:04.560 Robert Tseng: Then, like… Decide on what’s the most…
136 00:21:05.020 ⇒ 00:21:14.499 Robert Tseng: helpful way to structure MOFU sequences. Like, is it Figmas? Is it spreadsheets?
137 00:21:16.560 ⇒ 00:21:18.000 Robert Tseng: Like, I think…
138 00:21:18.320 ⇒ 00:21:26.219 Robert Tseng: yeah, the system that we built for Hannah, it seems like it doesn’t work for you, so, like, kind of, you need to decide, like, what actually works for you.
139 00:21:26.220 ⇒ 00:21:26.780 Joules Asuncion: Yeah.
140 00:21:26.950 ⇒ 00:21:29.960 Robert Tseng: Yeah, so I think those are really the main…
141 00:21:30.230 ⇒ 00:21:35.180 Robert Tseng: Things that need to be better coming out of this? Oh.
142 00:21:36.740 ⇒ 00:21:40.329 Robert Tseng: What happened here? Okay, yeah, I think this is right.
143 00:21:42.120 ⇒ 00:21:43.100 Robert Tseng: Yeah.
144 00:21:44.600 ⇒ 00:21:45.490 Robert Tseng: Okay.
145 00:21:45.660 ⇒ 00:21:47.180 Robert Tseng: So that’s that.
146 00:21:47.410 ⇒ 00:21:52.639 Robert Tseng: I’ll… I haven’t reviewed this yet, I will… I think Luke will review it, and we’ll kind of…
147 00:21:52.640 ⇒ 00:21:53.240 Joules Asuncion: Yeah.
148 00:21:53.240 ⇒ 00:22:05.159 Robert Tseng: back on it, I’m not gonna spend too much time tactically there. And then on the partnerships-wise, yeah, I think it’s fine for you to just assist, kind of, Holly and, wherever she needs.
149 00:22:05.560 ⇒ 00:22:13.049 Robert Tseng: Like, this one in particular, I don’t know why she said dbt, because I don’t think we would partner with DBT, so I don’t know where you got this from.
150 00:22:13.050 ⇒ 00:22:16.019 Joules Asuncion: We actually have, like, a platform for dbt.
151 00:22:18.530 ⇒ 00:22:23.999 Robert Tseng: Yeah, we use, we use dbt, but, like, I don’t think they would partner with us.
152 00:22:24.000 ⇒ 00:22:26.010 Joules Asuncion: Hmm, that’s interesting.
153 00:22:26.260 ⇒ 00:22:30.619 Joules Asuncion: That is actually a hand… handoff, from Rico.
154 00:22:30.880 ⇒ 00:22:41.600 Joules Asuncion: So… Like, I did Snowflake, I just added.
155 00:22:41.600 ⇒ 00:22:46.549 Robert Tseng: Yeah, it looks like it makes sense to me, like, but, like, I don’t think we’re talking to anybody at dbt.
156 00:22:49.290 ⇒ 00:22:54.490 Robert Tseng: Like, I see this message from Utam here.
157 00:23:03.800 ⇒ 00:23:04.540 Joules Asuncion: There.
158 00:23:09.770 ⇒ 00:23:14.150 Robert Tseng: Yeah, we haven’t done anything with them in, like, over a year, so…
159 00:23:15.540 ⇒ 00:23:25.589 Robert Tseng: I mean, it’s… it’s fine, like, I think it’s… we can log it… we can log it, it’s not a big deal, but, like, I… I don’t know why they’re telling you to do dbt, like, it’s not really high priority. Like…
160 00:23:25.640 ⇒ 00:23:42.869 Robert Tseng: Snowflake, Omni, Mother Duck, Polytomic, yes, like, but DBT, like, I don’t really feel like we’ve done anything with them for a while, so… But anyway, like, I’m not gonna… I’m not gonna, like, micromanage that. If that’s what they ask for, that’s fine. Like, you can… you can do that for them.
161 00:23:43.870 ⇒ 00:23:49.569 Robert Tseng: Yeah. So… Okay, so any… that’s…
162 00:23:49.810 ⇒ 00:24:02.559 Robert Tseng: I think everything else pretty much is, like, this is it, like, this is the scope, so, if you have any other questions, like, I would encourage you to just leave comments, otherwise I’m gonna go in and probably close
163 00:24:02.760 ⇒ 00:24:06.630 Robert Tseng: close all of these out at this point.
164 00:24:07.520 ⇒ 00:24:11.140 Robert Tseng: Yeah, so we can just resolve all of these.
165 00:24:12.460 ⇒ 00:24:24.149 Robert Tseng: I think this is pretty much done. No more two-week checklists. I’m not gonna be building this stuff for you anymore, we’re just gonna run it in… in sprints and through linear.
166 00:24:24.370 ⇒ 00:24:37.130 Robert Tseng: I don’t know if you’ve reviewed these things, I think this would still be helpful for you to, like, learn this, so I’m just gonna assume you, you need to, you need to do that. Yeah, so I guess,
167 00:24:37.340 ⇒ 00:24:44.479 Robert Tseng: Yeah, I got… That’s… that’s kind of… I think that covers everything.
168 00:24:44.610 ⇒ 00:24:51.670 Robert Tseng: All this stuff, we can pretty much… if this is no longer helpful, then… Oh, can…
169 00:24:51.670 ⇒ 00:24:53.720 Joules Asuncion: Can you stay that, in there?
170 00:24:53.720 ⇒ 00:24:59.249 Robert Tseng: Just wanted to have, like… I’ll just throw this all into…
171 00:24:59.860 ⇒ 00:25:03.809 Robert Tseng: the appendix, just for my… you can look at it.
172 00:25:04.710 ⇒ 00:25:07.620 Robert Tseng: I think this should be cleared now.
173 00:25:08.730 ⇒ 00:25:15.400 Robert Tseng: Yeah, we still need to pull you into a few more. So yeah, I think, like…
174 00:25:17.520 ⇒ 00:25:21.669 Robert Tseng: Yeah, I’m not gonna delete this. I think some of these things,
175 00:25:22.900 ⇒ 00:25:37.210 Robert Tseng: Yeah, we’ll leave here, and we can keep following. Yeah, I know we need to bring you on a couple more calls, so I think that’s something… it’s not gonna happen this week, but we’ll do that. Okay. And then this one is pretty much done, so we’re gonna just delete that.
176 00:25:37.620 ⇒ 00:25:41.530 Robert Tseng: Okay.
177 00:25:42.440 ⇒ 00:25:46.829 Robert Tseng: So… Yeah, I think that’s pretty much…
178 00:25:47.130 ⇒ 00:25:51.289 Robert Tseng: That’ll cover the rest of the 30 days.
179 00:25:57.680 ⇒ 00:26:00.650 Robert Tseng: Yeah, any, any other questions on this?
180 00:26:00.650 ⇒ 00:26:09.380 Joules Asuncion: No, actually, the feedback actually got into me, like, GA and I had the meeting, like, earlier today.
181 00:26:09.530 ⇒ 00:26:21.649 Joules Asuncion: Okay. they, they actually, explained the feedback to me, and, yeah, I know I lack, some things as well, but, yeah, we have an action plan to do.
182 00:26:21.800 ⇒ 00:26:24.100 Joules Asuncion: For the next week, at least.
183 00:26:25.120 ⇒ 00:26:27.890 Joules Asuncion: That, you know, I can be more…
184 00:26:28.500 ⇒ 00:26:39.579 Joules Asuncion: like, be more, get into the business, like, have a research as well, so that I can fully understand what we do and what we can offer to
185 00:26:39.680 ⇒ 00:26:43.360 Joules Asuncion: To… to our deeds or our customers.
186 00:26:44.430 ⇒ 00:26:45.070 Robert Tseng: Yeah.
187 00:26:46.700 ⇒ 00:27:03.389 Robert Tseng: Yeah, I mean, if you ask, like, you’ll get the feedback that you want. I think, people are pretty active… are very active on Slack, and, yeah, I mean, there’s things that we can do better to kind of train the sales team, which is…
188 00:27:03.420 ⇒ 00:27:09.809 Robert Tseng: Yeah, I think, you know, that feedback was brought up yesterday, so we’ll do… we’ll do more on that front, but…
189 00:27:09.890 ⇒ 00:27:20.539 Robert Tseng: you know, otherwise, it’s kind of, you know, you kind of have to go and seek people out and get time with them. So, yeah, I think,
190 00:27:22.600 ⇒ 00:27:26.459 Robert Tseng: I think the rule… rule of thumb here is just…
191 00:27:26.580 ⇒ 00:27:31.679 Robert Tseng: if you’re quiet about it, then I think people assume that, like.
192 00:27:32.840 ⇒ 00:27:35.090 Robert Tseng: you’re not… you’re not getting it, I guess.
193 00:27:35.090 ⇒ 00:27:35.860 Joules Asuncion: people, I see.
194 00:27:35.860 ⇒ 00:27:54.270 Robert Tseng: are asking more questions, or, like, more engaged, typically. Like, they typically are the ones that will, like, end up learning things faster, I guess. It’s just… I’ve never seen anyone who just, like, quietly figures things out on their own here, like, I just… it’s just not… I just don’t think that’s possible, so…
195 00:27:54.270 ⇒ 00:27:54.620 Joules Asuncion: Yeah, yeah.
196 00:27:55.590 ⇒ 00:28:00.630 Robert Tseng: I think you should just… Yeah, just… keep asking, like.
197 00:28:00.990 ⇒ 00:28:04.629 Robert Tseng: Yeah, like, I think that’s the only way.
198 00:28:05.530 ⇒ 00:28:16.169 Robert Tseng: And then, like, you should… you can ask your questions, but then, kind of, when we meet, like, kind of, like, I would love if you bring, kind of.
199 00:28:17.730 ⇒ 00:28:32.250 Robert Tseng: you were understanding, like, hey, Robert, I studied this client, like, I think this is what we did for them, this is the problem we solved, like, I think Luke has had some good teardowns like this, where he kind of shared stuff. Let me see if I can…
200 00:28:32.470 ⇒ 00:28:35.679 Robert Tseng: Maybe share one more message from him,
201 00:28:38.750 ⇒ 00:28:43.339 Robert Tseng: Yeah, like, even this one I thought was a good feedback, like…
202 00:28:44.010 ⇒ 00:28:52.000 Robert Tseng: he kind of went, and he was, like, trying to make sense of the business. There’s a split between AI and data.
203 00:28:52.620 ⇒ 00:29:01.010 Robert Tseng: And he has an opinion. It’s like, oh, I don’t think they should be different. I mean, I don’t necessarily agree with that point, but fine. Like, at least he’s, like, trying to make…
204 00:29:01.120 ⇒ 00:29:25.039 Robert Tseng: Like, I do think that, clients who need AI versus data, yes, there’s a lot of overlap, but they are ultimately different needs. I don’t think he fully understands that yet, but that’s okay. Like, I think this is just helpful for me to know how he’s thinking about it. Then there’s, like, key terms that are simpler, like, great. I think he’s, like, trying to, like, formulate what is the messaging that we can give to leads, like, something about
205 00:29:25.040 ⇒ 00:29:31.599 Robert Tseng: Giving clients time back, something about leveraging data to make better decisions. We use this all the time, like, we say.
206 00:29:32.020 ⇒ 00:29:55.129 Robert Tseng: to leads. So yeah, I can see that he’s listened to some calls, he’s picking up on some of the things that we talk about. And then he even has his opinion on signals. It’s like, okay, great, I think this is helpful. Like, we didn’t really think about it this way before. But yeah, you know, anyway, so it didn’t… I don’t think he spent that much time on this. Like, I think he just, like, wrote a few bullet points.
207 00:29:55.130 ⇒ 00:30:20.029 Robert Tseng: is kind of… he’s, like, thinking out loud in public, and, like, that helps us to know what are the questions he’s asking, like, he’s… he has some next steps, like, yeah, I think these are totally fine. Like, I… you know, he came to us, he’s like, who can I interview? And I was like, great, I’ll set you up a few calls with people. He wants to keep scheduling time with engineers, like, he’s like, who should I talk to internally? I’ll tell him, like, talk to Sam.
208 00:30:20.030 ⇒ 00:30:39.210 Robert Tseng: talk to Gabe, talk to whoever. And then this is really his own project on, like, brand strategy, so, I need to work with him on that doc, but I think generally speaking, like, you know, this was, this was, like, helpful for me at first. Someone new who’s, like, trying to learn our business, like.
209 00:30:39.210 ⇒ 00:30:45.740 Robert Tseng: Yeah, like, I think these types of messages are helpful, because, like, I…
210 00:30:46.010 ⇒ 00:31:05.790 Robert Tseng: there are very specific questions that I can answer, that he’s either DMing me about, and also, like, I just… I just can see he’s… he’s starting to make better sense of the business. So, I’m not saying you have to write something like this every day, like, you may not learn something like this every day, but as you’re kind of figuring things out, like, just to…
211 00:31:06.640 ⇒ 00:31:21.579 Robert Tseng: yeah, just to share it broadly, we will be able to just jump in and kind of give you feedback there. And if writing is not your favorite, and you would rather just record videos, like, that’s what Ryan does, Ryan just records a bunch of videos, because
212 00:31:21.580 ⇒ 00:31:31.049 Robert Tseng: yeah, I mean, English isn’t his first language, he doesn’t really like writing that much, because he… he’s, like, a very, like, not structured writer, he’ll just brain dump stuff.
213 00:31:31.110 ⇒ 00:31:36.850 Robert Tseng: Which you can see, like, you know, even in his document here, or this one.
214 00:31:38.580 ⇒ 00:31:43.199 Robert Tseng: Yeah, he kind of, like, writes, like… I don’t know, he’s like…
215 00:31:43.940 ⇒ 00:31:56.950 Robert Tseng: this is kind of… he’s kind of, like, it’s like a text message thread. He’s just, like, writing, talking to himself, like, you know, this is not client-facing, like, I would never put this in front of a client, because he’s just, like, line by line, just…
216 00:31:56.950 ⇒ 00:31:57.380 Joules Asuncion: dumping.
217 00:31:57.380 ⇒ 00:32:18.029 Robert Tseng: his brain, but I read it, like, I understand it. I can do it, I can help restructure it, so I’m not, like, here to tell anybody how they should think or communicate. They just pick what works for you. Like, for Ryan, he likes to, he likes to record videos and just, like, talk through it, so, and that helps me. So, yeah, whatever it is that works for you,
218 00:32:18.030 ⇒ 00:32:25.710 Robert Tseng: you know, and if we really need to do meetings, like, you can always ask me for more time, like, I will… I will try to make more time for you. So,
219 00:32:25.710 ⇒ 00:32:33.050 Robert Tseng: yeah, I guess, you know, I’m just trying to give you some ideas of, like, you should feel empowered to, like, kind of.
220 00:32:33.300 ⇒ 00:32:34.170 Joules Asuncion: We talk…
221 00:32:34.170 ⇒ 00:32:49.329 Robert Tseng: Or, like, communicate how you feel… how you feel best. So, obviously, everybody kind of does it differently. Like, Hannah doesn’t do these, she prefers to jump on meetings. That’s fine. Like, I’ll do, I don’t have, like, a daily stand-up with her, like maybe I do with you, but…
222 00:32:49.340 ⇒ 00:33:06.110 Robert Tseng: She… sometimes she gets stuck, and she just wants to talk it out for 5-10 minutes, and we just do a huddle. Like, I’m totally okay with that. So, yeah, just kind of, like, I just… I just need to know what works… works for you, and I’m happy to adjust to, what… what helps you the most.
223 00:33:07.240 ⇒ 00:33:09.630 Joules Asuncion: Okay, awesome. Thank you so much, Robert.
224 00:33:09.870 ⇒ 00:33:12.129 Robert Tseng: Cool. Alright. Thanks. Thanks, Chad.
225 00:33:12.130 ⇒ 00:33:14.790 Joules Asuncion: Of course. Oh, one more thing, I’m sorry.
226 00:33:14.790 ⇒ 00:33:15.330 Robert Tseng: Yeah.
227 00:33:15.610 ⇒ 00:33:20.800 Joules Asuncion: This, this, everyone starts at EST time.
228 00:33:21.680 ⇒ 00:33:23.869 Robert Tseng: No, not everyone.
229 00:33:24.000 ⇒ 00:33:30.690 Robert Tseng: Oh, I see. Yeah, I would say… We only really overlap.
230 00:33:31.000 ⇒ 00:33:39.519 Robert Tseng: everyone, like, from maybe 10 AM EST to, like, 1PM EST, then, like.
231 00:33:39.940 ⇒ 00:33:48.619 Robert Tseng: the Pacific time people start later, so, like, Luke and Hannah and them will probably start later. The stand-up is probably their first meeting.
232 00:33:49.190 ⇒ 00:33:53.589 Robert Tseng: That’s, like, 9 a.m. Eastern or something, right? Or 9 a.m. Pacific, 12 p.m.
233 00:33:54.020 ⇒ 00:34:07.579 Robert Tseng: So yeah, like, I… but then, you know, Utam and I typically stay later, so, like, I… I… yeah, I, you know, just assume that you only have, like, 4 hours of overlap with anybody, like, I think is kind of how it is.
234 00:34:07.940 ⇒ 00:34:16.559 Joules Asuncion: I see, I see. I was just asking, because, if everybody starts at EST, can I move my start time to EST as well?
235 00:34:17.050 ⇒ 00:34:27.619 Robert Tseng: Oh, I see, I see. I… I don’t… I mean, if you want to move it up earlier, that’s fine with me, like, yeah, I think whatever works best for you. Like, I…
236 00:34:27.900 ⇒ 00:34:37.989 Robert Tseng: I think we just started you as Central, because, like, I think that felt like it would be better, but yeah, I think Eastern is fine if you would prefer to do that.
237 00:34:38.230 ⇒ 00:34:45.060 Joules Asuncion: Yeah, awesome. Can I… can I ask you a question in Slack so I can present it to GA as well, so they can move on?
238 00:34:45.190 ⇒ 00:34:45.770 Joules Asuncion: Awesome.
239 00:34:46.320 ⇒ 00:34:48.730 Robert Tseng: Awesome. Okay, sounds good. All right, thanks, Jed.
240 00:34:48.730 ⇒ 00:34:51.430 Joules Asuncion: Thank you so much, Robert. Have a great holiday.
241 00:34:51.810 ⇒ 00:34:53.150 Robert Tseng: You too. Bye-bye.