Meeting Title: Daily GTM Stand Up Date: 2026-01-14 Meeting participants: Ryan Brosas, Luke Scorziell, Rico Rejoso
WEBVTT
1 00:00:58.480 ⇒ 00:01:00.600 Ryan Brosas: Hey. Again.
2 00:01:01.120 ⇒ 00:01:02.310 Luke Scorziell: Hey, Ryan.
3 00:01:03.110 ⇒ 00:01:04.050 Luke Scorziell: Go back.
4 00:01:18.670 ⇒ 00:01:19.660 Luke Scorziell: There we go.
5 00:01:20.210 ⇒ 00:01:21.939 Rico Rejoso: Hey guys, sorry I was late.
6 00:01:23.180 ⇒ 00:01:27.320 Luke Scorziell: Oh, here goes. All good.
7 00:01:27.680 ⇒ 00:01:36.170 Luke Scorziell: Okay, what else are we… I guess it’s a Cesa, so… I open up…
8 00:01:41.580 ⇒ 00:01:42.870 Luke Scorziell: Linear…
9 00:01:56.740 ⇒ 00:01:58.610 Luke Scorziell: Okay,
10 00:02:01.980 ⇒ 00:02:09.000 Luke Scorziell: So, let’s see, cycles, run… Cycle 21, so…
11 00:02:09.509 ⇒ 00:02:13.540 Luke Scorziell: Is this stuff mostly done, Ryan?
12 00:02:13.540 ⇒ 00:02:14.750 Ryan Brosas: Yeah,
13 00:02:15.320 ⇒ 00:02:27.270 Ryan Brosas: I think that’s done, the proposal, writer agent, but it did… came back to me, so, I will be… I think, what, what is today?
14 00:02:27.830 ⇒ 00:02:33.340 Ryan Brosas: Tomorrow, I guess, Thursday, I will be hopping on a call with Gabe.
15 00:02:33.570 ⇒ 00:02:39.260 Ryan Brosas: to how I can move that over to our platform, or the Forge.
16 00:02:40.260 ⇒ 00:02:44.500 Luke Scorziell: Okay, so I can just leave it in client review until you talk to Gabe.
17 00:02:45.440 ⇒ 00:02:48.440 Ryan Brosas: Yee… I think we can…
18 00:02:48.950 ⇒ 00:02:57.040 Ryan Brosas: push that to done, because I think that that will be, like, a separate ticket for, I think, on AI, I guess?
19 00:02:57.570 ⇒ 00:02:58.160 Luke Scorziell: Okay.
20 00:02:58.730 ⇒ 00:03:01.770 Luke Scorziell: And then, this post, you just need…
21 00:03:03.560 ⇒ 00:03:13.090 Ryan Brosas: Yeah, that’s, more of, like, approval from Robert, or feedback, so I can do, like, a quick pre-iteration for it.
22 00:03:13.660 ⇒ 00:03:19.370 Luke Scorziell: Okay, and then this one… Oh, so you also wrote already, okay.
23 00:03:20.760 ⇒ 00:03:22.250 Luke Scorziell: Nice, good job.
24 00:03:24.240 ⇒ 00:03:26.909 Luke Scorziell: Mariko, what is HS…
25 00:03:30.870 ⇒ 00:03:32.989 Rico Rejoso: Yeah, what is this? Can you tell me about this one?
26 00:03:33.290 ⇒ 00:03:35.500 Rico Rejoso: Yeah, basically, Utena.
27 00:03:35.500 ⇒ 00:03:36.100 Luke Scorziell: The HubSpot.
28 00:03:36.100 ⇒ 00:03:44.489 Rico Rejoso: an automation in HubSpot where we will be sending a notification for deals that are nearing their, term date.
29 00:03:44.930 ⇒ 00:03:46.800 Rico Rejoso: So, I tried.
30 00:03:46.800 ⇒ 00:03:47.170 Luke Scorziell: Okay.
31 00:03:47.360 ⇒ 00:04:07.360 Rico Rejoso: did it yesterday, there were some fee notification in Sales Channel, if you were able to see that one. But, we’re still needing to configure that. I’ll be hopping on a call with Ryan, maybe later today, once we’re all done with our tasks, to, do a quick check if the automation is correct, or if there should be any changes.
32 00:04:07.580 ⇒ 00:04:10.899 Rico Rejoso: As to the prompt that, created.
33 00:04:11.080 ⇒ 00:04:15.339 Rico Rejoso: But yeah, it should be in review later. We’ll probably be reviewing it later.
34 00:04:16.100 ⇒ 00:04:22.980 Luke Scorziell: Okay, cool. And can you guys… what is the difference between internal review and client review? I mean, I realize this is maybe not built for…
35 00:04:23.610 ⇒ 00:04:24.150 Rico Rejoso: Yeah.
36 00:04:24.150 ⇒ 00:04:24.820 Luke Scorziell: us.
37 00:04:24.960 ⇒ 00:04:25.420 Rico Rejoso: At first…
38 00:04:25.420 ⇒ 00:04:25.790 Luke Scorziell: Dessert.
39 00:04:25.790 ⇒ 00:04:32.129 Rico Rejoso: Yeah, the internal review, or if it needs review from other team members and clients.
40 00:04:32.650 ⇒ 00:04:43.410 Rico Rejoso: It’s for, stakeholder review, which should be for Robert and Utam to review, and… but since Robert is also spearheading the sales, I think it’s just for,
41 00:04:43.620 ⇒ 00:04:44.850 Rico Rejoso: Yeah, Utham?
42 00:04:45.550 ⇒ 00:04:49.710 Luke Scorziell: Okay, so you just need… Ryan, to look at this, then we can move it to client review.
43 00:04:50.220 ⇒ 00:04:51.859 Rico Rejoso: Yep, we can… yeah.
44 00:04:52.550 ⇒ 00:04:53.180 Luke Scorziell: Okay.
45 00:04:53.870 ⇒ 00:04:59.310 Luke Scorziell: And then… This one I’m working on with you, Ryan.
46 00:04:59.880 ⇒ 00:05:04.600 Ryan Brosas: Yeah, I’m currently using that as well, the content matrix.
47 00:05:06.060 ⇒ 00:05:07.290 Luke Scorziell: Oh, you are.
48 00:05:07.340 ⇒ 00:05:11.209 Ryan Brosas: Yeah, I’m using it. I put most of our posts on it.
49 00:05:12.310 ⇒ 00:05:14.860 Luke Scorziell: Oh, great. Okay, perfect. Thank you for doing that.
50 00:05:15.210 ⇒ 00:05:22.130 Luke Scorziell: And then… I’m working on getting my contract done still.
51 00:05:22.470 ⇒ 00:05:25.930 Luke Scorziell: What about… you said that this was blocked yesterday, Ryan?
52 00:05:25.930 ⇒ 00:05:36.129 Ryan Brosas: Yeah, I haven’t really touched any, like, AI stuff or, like, cloud code. I’m really, like, focused down on…
53 00:05:36.400 ⇒ 00:05:38.980 Ryan Brosas: Writing content as this moment.
54 00:05:38.980 ⇒ 00:05:43.490 Luke Scorziell: Yeah, I think that’s fine. I think, yeah, this is fine to keep holding on.
55 00:05:45.120 ⇒ 00:05:51.249 Luke Scorziell: this one, Robert, the dbt Audit Service, I think I need to probably step in and help him a little bit there.
56 00:05:52.060 ⇒ 00:05:55.919 Luke Scorziell: Yeah. Connections, campaigns, yeah.
57 00:05:55.920 ⇒ 00:05:59.860 Ryan Brosas: do that today. I will send, like, a link
58 00:06:00.050 ⇒ 00:06:04.289 Ryan Brosas: link in Sales Nav to Robert by today.
59 00:06:04.830 ⇒ 00:06:21.970 Ryan Brosas: and then if it’s approved for the requirements of this, then I can, proceed of, like, sending a messaging sequence, or the first connection, then he can take over for the, you know, the connect, or booking a call, or something.
60 00:06:23.760 ⇒ 00:06:31.920 Luke Scorziell: Okay, and then I’m also kind of wanting to launch a campaign pretty soon here, so…
61 00:06:33.330 ⇒ 00:06:38.709 Luke Scorziell: Yeah, and then, okay, this… For me… Mainly working on that.
62 00:06:39.300 ⇒ 00:06:41.239 Luke Scorziell: Could have it done today?
63 00:06:45.590 ⇒ 00:06:49.279 Luke Scorziell: We just talked about this one, so I don’t know that we need to go through it again.
64 00:06:49.830 ⇒ 00:06:57.820 Luke Scorziell: and then, do you feel confident on the weekly wins post? How are you feeling about that?
65 00:06:58.720 ⇒ 00:07:09.539 Ryan Brosas: still doesn’t have, like, a context about this, the weekly wins. Is this, like, for ABC?
66 00:07:10.060 ⇒ 00:07:11.520 Luke Scorziell: home. Yeah.
67 00:07:14.000 ⇒ 00:07:21.929 Ryan Brosas: Yeah, I think, just go… just have some context and information from the CSR victories, and I can…
68 00:07:22.050 ⇒ 00:07:26.059 Ryan Brosas: Turn that into, a post as well.
69 00:07:29.020 ⇒ 00:07:29.690 Luke Scorziell: Okay.
70 00:07:33.710 ⇒ 00:07:42.680 Ryan Brosas: Right now, I think I can prioritize the LinkedIn for the sales… I mean, the Snowflake one, and
71 00:07:42.850 ⇒ 00:07:45.909 Ryan Brosas: Omni, I’ll trade.
72 00:07:45.910 ⇒ 00:07:46.340 Luke Scorziell: Yeah.
73 00:07:46.340 ⇒ 00:07:48.410 Ryan Brosas: To… make a drop?
74 00:07:49.050 ⇒ 00:07:51.070 Ryan Brosas: For it, so,
75 00:07:51.260 ⇒ 00:07:58.850 Ryan Brosas: we can post by tomorrow, or… or if we’re going to push that by, EOD.
76 00:08:00.240 ⇒ 00:08:00.890 Luke Scorziell: Yeah.
77 00:08:02.120 ⇒ 00:08:03.560 Luke Scorziell: Okay,
78 00:08:07.460 ⇒ 00:08:09.880 Luke Scorziell: Okay, so, yeah, we’ll work on that one.
79 00:08:10.570 ⇒ 00:08:17.380 Luke Scorziell: I think the other two are, you know, probably more important, like you said, so, you know, and then Rico, how…
80 00:08:17.920 ⇒ 00:08:21.810 Luke Scorziell: I guess… This is one that we’ve kind of put down, but this…
81 00:08:22.300 ⇒ 00:08:24.880 Luke Scorziell: Can you send me, maybe, the…
82 00:08:25.890 ⇒ 00:08:31.429 Luke Scorziell: All the stuff that you have so far in terms of documentation on the sales coordinator?
83 00:08:32.500 ⇒ 00:08:48.489 Rico Rejoso: Yeah, right now, what we have is the email outreach SOP. I closed that ticket out already. Aside from that, I haven’t created one yet for the others, because I’m still, finalizing how it works, and making sure that
84 00:08:48.850 ⇒ 00:08:55.580 Rico Rejoso: you know, the process… I mean, we will be creating a systematic process for it. But right now.
85 00:08:56.010 ⇒ 00:09:01.089 Rico Rejoso: One thing that I need to loop in would be the, SOW.
86 00:09:01.330 ⇒ 00:09:03.420 Rico Rejoso: Creation for the sales.
87 00:09:05.080 ⇒ 00:09:05.640 Luke Scorziell: Okay.
88 00:09:05.640 ⇒ 00:09:10.939 Rico Rejoso: I had a… I had a meeting with the legal team, earlier today.
89 00:09:11.110 ⇒ 00:09:28.559 Rico Rejoso: And, the SOW should be coming from the sales before it is handed off to operations, so I think from that process, we may also need to have a few discussions with, Robert and Thumb, to discuss that, which I think by end of week or early next week.
90 00:09:28.900 ⇒ 00:09:43.390 Rico Rejoso: So I think that process, that documentation would still have to wait on how we can loop in our sales coordinator so they can have, like, a view of how SLW would be created. I think the AA team also has created an easier process to draft that using AI.
91 00:09:44.550 ⇒ 00:09:45.120 Luke Scorziell: Okay.
92 00:09:45.120 ⇒ 00:09:48.580 Rico Rejoso: So, there’s, like, a lot of things that should be coming from other departments that
93 00:09:48.840 ⇒ 00:09:55.219 Rico Rejoso: I haven’t got ahold of yet, so it’s not yet cleared for me to… before I create the document for it.
94 00:09:56.750 ⇒ 00:10:06.050 Luke Scorziell: Okay, well, we’ll just keep working on that. I guess… I can leave this…
95 00:10:06.920 ⇒ 00:10:09.800 Luke Scorziell: It’s on me, or I could assign it to you, I don’t know if…
96 00:10:13.480 ⇒ 00:10:18.949 Luke Scorziell: Yeah, I’ll… I can navigate this. I did… did this yesterday, so…
97 00:10:22.200 ⇒ 00:10:23.380 Luke Scorziell: I’m…
98 00:10:25.030 ⇒ 00:10:30.919 Luke Scorziell: Review the leads… did we… we already… oh, Robert was gonna do this, was there anything else? We’re just all up.
99 00:10:34.770 ⇒ 00:10:37.419 Luke Scorziell: This one… just kind of low priority.
100 00:10:39.900 ⇒ 00:10:41.580 Luke Scorziell: Just push it to the next cycle.
101 00:10:42.160 ⇒ 00:10:47.670 Luke Scorziell: Most cinch mining, sales, how’s this going, Ryan?
102 00:10:48.620 ⇒ 00:10:57.190 Ryan Brosas: I only did one, I’m still going to do that, I’m just waiting for, like, a, like,
103 00:10:57.360 ⇒ 00:11:01.030 Ryan Brosas: a free time of doing that, because I still have other.
104 00:11:01.030 ⇒ 00:11:01.390 Luke Scorziell: Yeah.
105 00:11:01.390 ⇒ 00:11:11.530 Ryan Brosas: that I need to do that isn’t in sales. So, yeah, I’m still, like, want to do that, but not this week, I guess.
106 00:11:11.530 ⇒ 00:11:14.080 Luke Scorziell: Yeah, that’s okay. Do you think…
107 00:11:14.610 ⇒ 00:11:18.659 Luke Scorziell: This is probably not a super high priority right now for me either, so maybe…
108 00:11:18.700 ⇒ 00:11:22.840 Ryan Brosas: Do we put in a block, or where would we? Next cycle, I guess.
109 00:11:24.570 ⇒ 00:11:25.260 Luke Scorziell: Okay.
110 00:11:29.390 ⇒ 00:11:32.830 Ryan Brosas: Hey, that, I can do that tomorrow.
111 00:11:33.460 ⇒ 00:11:38.379 Luke Scorziell: Didn’t Ryan kind of… or didn’t, Robert kind of say, maybe let’s hold on this? Am I right? Or…
112 00:11:38.380 ⇒ 00:11:44.190 Ryan Brosas: I think I still have, like, like, an hour, or, like.
113 00:11:44.370 ⇒ 00:11:47.579 Ryan Brosas: An hour or two free tomorrow.
114 00:11:49.250 ⇒ 00:11:49.620 Luke Scorziell: Okay.
115 00:11:49.620 ⇒ 00:11:52.750 Ryan Brosas: I just need to finish all of those.
116 00:11:53.180 ⇒ 00:11:59.220 Ryan Brosas: For example, the content, so I can have, like, a free slot for tomorrow, so I can do that.
117 00:12:00.140 ⇒ 00:12:05.779 Luke Scorziell: Yeah, okay, yeah, I would say the content is still more high priority.
118 00:12:06.080 ⇒ 00:12:07.080 Luke Scorziell: for me.
119 00:12:09.030 ⇒ 00:12:10.390 Luke Scorziell: I don’t know.
120 00:12:10.520 ⇒ 00:12:12.130 Luke Scorziell: Probably happy hour planning.
121 00:12:13.230 ⇒ 00:12:17.599 Luke Scorziell: That’s on me… Create a deck, also on me…
122 00:12:19.440 ⇒ 00:12:23.030 Luke Scorziell: Just HubSpot included renewals to SQL.
123 00:12:26.130 ⇒ 00:12:27.360 Luke Scorziell: How’s this going, Ryan?
124 00:12:30.840 ⇒ 00:12:33.999 Ryan Brosas: Include on your SQL.
125 00:12:34.660 ⇒ 00:12:38.210 Ryan Brosas: Yeah, I think I already done that. That is done.
126 00:12:40.160 ⇒ 00:12:41.449 Luke Scorziell: Oh, that’s… that’s alright.
127 00:12:42.330 ⇒ 00:12:47.080 Ryan Brosas: the adjustment of HubSpot, like, I already included.
128 00:12:47.080 ⇒ 00:12:47.710 Luke Scorziell: Yeah.
129 00:12:48.160 ⇒ 00:12:50.949 Luke Scorziell: Oh, okay, so we’re already in the done category. Okay, great.
130 00:12:51.080 ⇒ 00:12:59.220 Luke Scorziell: Well, good job. And yeah, I think that’s it. So, if y’all have any questions about anything, let me know, and let me know how I can…
131 00:13:00.480 ⇒ 00:13:02.540 Luke Scorziell: Support us moving forward today.
132 00:13:03.740 ⇒ 00:13:04.480 Ryan Brosas: Definitely.
133 00:13:04.480 ⇒ 00:13:05.500 Rico Rejoso: Gotcha, yeah.
134 00:13:06.170 ⇒ 00:13:11.659 Luke Scorziell: So, and yeah, I guess, Rico, on a sales coordinator thing, like, we probably do want to hire someone
135 00:13:11.890 ⇒ 00:13:12.800 Luke Scorziell: Soon?
136 00:13:12.900 ⇒ 00:13:18.480 Luke Scorziell: Or I know that’s the goal, obviously, so… yeah, maybe if… you know.
137 00:13:19.980 ⇒ 00:13:20.750 Rico Rejoso: I’m sorry, what was that?
138 00:13:22.010 ⇒ 00:13:34.739 Luke Scorziell: or just, I know that we want to hire, like, a sales coordinator soon, so I think for me, getting that together is not, like, the most urgent priority, but I would like to, like… like, if… if you… maybe you and I can meet at some point,
139 00:13:35.060 ⇒ 00:13:39.289 Luke Scorziell: But just, I don’t know, just a flag for you, like, that is something I’m thinking about and wanting to get.
140 00:13:39.490 ⇒ 00:13:43.730 Luke Scorziell: Get done is kind of, like, make sure we flushed out the sales coordinator.
141 00:13:44.070 ⇒ 00:13:52.570 Luke Scorziell: Page, so… Anyways, not that there’s any, like, necessarily action stuff for you.
142 00:13:53.530 ⇒ 00:13:58.820 Luke Scorziell: Right now, but… I’ll keep working on that, too.
143 00:13:59.260 ⇒ 00:14:00.490 Rico Rejoso: Yeah, gotcha.
144 00:14:00.770 ⇒ 00:14:14.130 Rico Rejoso: Yeah, I think we just need to line up what, what, I mean, what the sales coordinator role will be involved into, so we can create those documentation, because right now, I think it’s all over the place.
145 00:14:14.710 ⇒ 00:14:15.380 Luke Scorziell: Yeah.
146 00:14:18.340 ⇒ 00:14:22.889 Luke Scorziell: Yeah, cause I think we’ve got a lot of different… Responsibility’s in it right now.
147 00:14:24.150 ⇒ 00:14:28.810 Rico Rejoso: Yeah, I’ll share the track, but you can let me know. I can create documentation and format it.
148 00:14:28.930 ⇒ 00:14:35.650 Rico Rejoso: formatted. Just zoom in, if in case, so I can have visibility on how the process works and document it.
149 00:14:37.520 ⇒ 00:14:39.179 Luke Scorziell: Okay.
150 00:14:39.530 ⇒ 00:14:45.849 Luke Scorziell: That sounds good. Yeah, and then, yeah, we can check in too. So, alright. I will talk to you guys soon.
151 00:14:46.080 ⇒ 00:14:47.910 Rico Rejoso: Alright, thank you, Luke. Thank you, guys.
152 00:14:47.910 ⇒ 00:14:48.520 Luke Scorziell: Yep.
153 00:14:48.740 ⇒ 00:14:50.260 Luke Scorziell: Yep, bye.