Meeting Title: Brainforge Notion Revamp Planning Meeting Date: 2026-01-29 Meeting participants: Elizah Joy, Hannah Wang, Luke Scorziell, Sheshu Chandrasekar, Rico Rejoso
WEBVTT
1 00:00:08.460 ⇒ 00:00:09.440 Elizah Joy: Hi!
2 00:00:10.440 ⇒ 00:00:11.549 Luke Scorziell: Hey, how’s it going?
3 00:00:14.630 ⇒ 00:00:16.470 Elizah Joy: Wait, let me just switch…
4 00:01:07.230 ⇒ 00:01:21.730 Elizah Joy: Okay, let’s just wait for Shenzhu and Rico. But yeah, thanks both for your time. I think, Shenzhu would, love to go through some Notion, updates that we have.
5 00:01:22.950 ⇒ 00:01:23.910 Luke Scorziell: Yeah, okay.
6 00:01:24.420 ⇒ 00:01:25.839 Elizah Joy: anxious, she’s here.
7 00:01:26.120 ⇒ 00:01:28.079 Sheshu Chandrasekar: Hey, Luke. Sorry about that.
8 00:01:28.760 ⇒ 00:01:31.290 Luke Scorziell: Hey, all good. No worries at all.
9 00:01:33.630 ⇒ 00:01:35.679 Sheshu Chandrasekar: How’s your, how’s your day been going so far?
10 00:01:36.450 ⇒ 00:01:42.160 Luke Scorziell: Pretty good, just getting… I don’t know where you are, but I’m on the… in, LA side, just getting started.
11 00:01:42.160 ⇒ 00:01:44.419 Sheshu Chandrasekar: Oh, gotcha, yeah. I’m in… I’m in Austin.
12 00:01:44.810 ⇒ 00:01:45.640 Luke Scorziell: Oh, that’s cool.
13 00:01:45.640 ⇒ 00:01:47.130 Sheshu Chandrasekar: I’m based out of Austin.
14 00:01:48.150 ⇒ 00:01:53.310 Luke Scorziell: Nice. So you’re, very cool.
15 00:01:54.300 ⇒ 00:01:58.000 Luke Scorziell: Well, sweet. Yeah, I’m excited to see what you guys are building, kind of…
16 00:01:58.410 ⇒ 00:02:01.219 Luke Scorziell: Happy to show whatever I can to help.
17 00:02:01.220 ⇒ 00:02:02.650 Sheshu Chandrasekar: Yeah, so, I mean…
18 00:02:02.810 ⇒ 00:02:11.970 Sheshu Chandrasekar: For starters, we’re… nothing too crazy on the visual end on progress, just because we’re trying to just nail down the databases for Notion at the moment.
19 00:02:12.770 ⇒ 00:02:20.289 Sheshu Chandrasekar: So, I mean, I can share you… I’ll share my screen and kind of give you a walkthrough of what we’re planning on in the next 48 hours.
20 00:02:20.460 ⇒ 00:02:22.420 Sheshu Chandrasekar: And would love to hear your thoughts on…
21 00:02:23.170 ⇒ 00:02:33.930 Sheshu Chandrasekar: How to best do this, the right way, because we were trying to do some migration, midweek, and, we accidentally deleted the careers page.
22 00:02:34.370 ⇒ 00:02:37.169 Sheshu Chandrasekar: Oh, no. Yeah, but no, we figured it out.
23 00:02:37.840 ⇒ 00:02:39.870 Sheshu Chandrasekar: But we… we want to be a little bit more…
24 00:02:40.010 ⇒ 00:02:44.000 Sheshu Chandrasekar: methodical, and definitely careful, right, moving forward, so…
25 00:02:44.150 ⇒ 00:02:50.430 Sheshu Chandrasekar: Where we are right now is we created an audit, and…
26 00:02:50.590 ⇒ 00:02:56.359 Sheshu Chandrasekar: using Cursor, we kind of got that data, and we kind of realized there was 3 things that was, like.
27 00:02:56.750 ⇒ 00:02:58.759 Sheshu Chandrasekar: Sort of a red flag, in a way.
28 00:02:59.360 ⇒ 00:03:08.120 Sheshu Chandrasekar: And those 3 things are, like, you know, scattered pages and databases. There are too many layers, like, to grab a piece of information, or just get…
29 00:03:08.230 ⇒ 00:03:17.480 Sheshu Chandrasekar: any source of information in general. And also, we come to the conclusion that Notion should be used as a router, rather than,
30 00:03:18.230 ⇒ 00:03:27.450 Sheshu Chandrasekar: like, creating more processes or tools within Notion. Like, for example, like, for you, right, like, in the leads database.
31 00:03:27.890 ⇒ 00:03:35.579 Sheshu Chandrasekar: Or in the lead section, there’s a database, and that’s where you track your leads, but HubSpot already does that, so I don’t know why we would need
32 00:03:36.560 ⇒ 00:03:42.069 Sheshu Chandrasekar: two different databases just to track leads when HubSpot already does that, right? So…
33 00:03:42.100 ⇒ 00:03:58.249 Sheshu Chandrasekar: Stuff like that, and then there’s also a lot of incomplete and stale docs and stuff like that. So, yeah, so we kind of conduct the audit, come to those three conclusions. I’m gonna stop here and just see if you have any thoughts or anything along those lines.
34 00:03:59.480 ⇒ 00:04:09.050 Luke Scorziell: Yeah, I mean, I’m curious what else you guys saw. I think, like, just… and I’m not, like, a Notion expert, per se, but with…
35 00:04:18.810 ⇒ 00:04:20.149 Luke Scorziell: Sorry, I gotta miss control.
36 00:04:21.350 ⇒ 00:04:29.590 Luke Scorziell: Yeah, I think, like, the main thing that I’m… I noticed with Notion is that, like, it’s too… or the… the way we have it built out is just everything is kind of, like.
37 00:04:29.960 ⇒ 00:04:33.729 Luke Scorziell: all over the place, and I think the real power of Notion is that, like.
38 00:04:34.070 ⇒ 00:04:37.740 Luke Scorziell: When you can connect everything, because then you can,
39 00:04:38.130 ⇒ 00:04:43.260 Luke Scorziell: like, I just kind of finished redoing the, go-to-market,
40 00:04:44.620 ⇒ 00:04:48.809 Luke Scorziell: Hub last night for me, and…
41 00:04:49.230 ⇒ 00:05:03.029 Luke Scorziell: like, now, like, kind of, I’ll be able to track, like, which services booked leads, or booked meetings, which services, like, we’ve sent more messages on, which ones we need to send messages on still, because there’s a lot of power in, like, relations to database.
42 00:05:03.270 ⇒ 00:05:05.740 Luke Scorziell: Bases and roll-ups, too, so…
43 00:05:05.740 ⇒ 00:05:06.170 Sheshu Chandrasekar: Yup.
44 00:05:06.170 ⇒ 00:05:09.990 Luke Scorziell: Yeah, I mean, I’m curious to, like, learn more about…
45 00:05:10.530 ⇒ 00:05:16.459 Luke Scorziell: yeah, about what you guys are doing. I guess, like, for me, it’s like, when you’re using it right, then it seems like,
46 00:05:18.200 ⇒ 00:05:27.069 Luke Scorziell: it can be, like, very… a very powerful way of just tracking progress. So I don’t really know as much for, like, the engineering side, how it would work, or, like, other sides of the business, but…
47 00:05:27.370 ⇒ 00:05:31.309 Luke Scorziell: Yeah, at least with, like, the go-to-market side, I feel like,
48 00:05:31.870 ⇒ 00:05:34.700 Luke Scorziell: And I’m not, like, super familiar with HubSpot, too, so I can…
49 00:05:35.150 ⇒ 00:05:41.939 Luke Scorziell: like, obviously we’re using that, but I think in my mind, it’s like, if Notion on the marketing side is more…
50 00:05:42.370 ⇒ 00:05:46.750 Luke Scorziell: Where we track someone up until they become a deal, and then HubSpot is where we track them.
51 00:05:47.050 ⇒ 00:05:52.530 Luke Scorziell: once, or, like, once we’ve sent the proposal and they move out of Notion and HubSpot, but otherwise, it’s like…
52 00:05:52.800 ⇒ 00:05:55.850 Luke Scorziell: Yeah, more just tracking, like, the day-to-day stuff.
53 00:05:56.620 ⇒ 00:06:02.440 Sheshu Chandrasekar: Gotcha. And I think… Hannah, correct me if I’m wrong here, but I thought we were tracking…
54 00:06:02.790 ⇒ 00:06:07.709 Sheshu Chandrasekar: Even if they’re a potential lead in HubSpot, am I… is that correct?
55 00:06:08.540 ⇒ 00:06:19.219 Hannah Wang: I… I believe… that’s what we’re doing. I feel like sometime, maybe, like, last quarter.
56 00:06:19.770 ⇒ 00:06:22.429 Hannah Wang: We wanted to move off.
57 00:06:22.760 ⇒ 00:06:25.189 Hannah Wang: of Notion, in terms of, like.
58 00:06:25.580 ⇒ 00:06:31.380 Hannah Wang: tracking everything. I think Notion was more going to be for documentation.
59 00:06:31.480 ⇒ 00:06:35.130 Hannah Wang: But if you… I don’t know, like, I’m still…
60 00:06:35.540 ⇒ 00:06:41.399 Hannah Wang: like, I think there’s still a bit of confusion, especially as you’ve seen, like, on the partnership side.
61 00:06:41.690 ⇒ 00:06:48.719 Hannah Wang: as to whether one tool is better than the other, and I think
62 00:06:49.810 ⇒ 00:07:09.330 Hannah Wang: yeah, we’re just, like, still deciding, so… or at least for the partnership side, it’s just been, like, switching back and forth. Like, we use Notion for a little bit, especially at the beginning of the company’s journey with partnership, and then tried HubSpot, now we’re in Google Sheets, so…
63 00:07:10.140 ⇒ 00:07:12.940 Hannah Wang: I don’t know, I… yeah, my…
64 00:07:13.440 ⇒ 00:07:19.429 Hannah Wang: my feeling is that everything is everywhere, too, and there’s no one source of truth. And I don’t know…
65 00:07:19.740 ⇒ 00:07:22.919 Hannah Wang: like, if Utama Robert gave, like.
66 00:07:23.740 ⇒ 00:07:27.379 Hannah Wang: Directive as to what should be, or if it’s…
67 00:07:27.530 ⇒ 00:07:29.390 Hannah Wang: Kind of up to you guys to…
68 00:07:29.940 ⇒ 00:07:32.530 Hannah Wang: Pave that direction, and kind of…
69 00:07:33.100 ⇒ 00:07:35.879 Hannah Wang: Yeah, like, what would be the source of truth?
70 00:07:36.140 ⇒ 00:07:43.459 Hannah Wang: I guess, so… yeah, long-winded way of saying, yes, I think, at least for the sales pipeline, like, everything is…
71 00:07:44.180 ⇒ 00:07:51.389 Hannah Wang: tracked in… HubSpot in terms of, like, deal stages, but I think
72 00:07:51.890 ⇒ 00:07:59.209 Hannah Wang: like, documentation and, like, I know SOWs are in Google Docs and stuff like that, so…
73 00:07:59.470 ⇒ 00:08:05.810 Hannah Wang: I still do think we’ll use Notion. But, Luke kind of showed me what he built out for the go-to-market.
74 00:08:06.790 ⇒ 00:08:13.070 Hannah Wang: team, so maybe after you kind of run through, your PowerPoint,
75 00:08:13.230 ⇒ 00:08:19.920 Hannah Wang: Google Slides, we can kind of look at what Loop has, and… Discuss, like.
76 00:08:20.490 ⇒ 00:08:23.919 Hannah Wang: I don’t know, because I think what Luke has also makes sense, but…
77 00:08:24.670 ⇒ 00:08:28.599 Hannah Wang: he’s, like, way better at Notion than I think a lot of people are.
78 00:08:28.600 ⇒ 00:08:29.620 Sheshu Chandrasekar: Yeah, that’s what I’ve heard.
79 00:08:30.150 ⇒ 00:08:32.470 Hannah Wang: So… I don’t know.
80 00:08:33.120 ⇒ 00:08:35.779 Hannah Wang: Sorry, that was, like, very long-winded, but yeah.
81 00:08:35.780 ⇒ 00:08:46.629 Sheshu Chandrasekar: No, it makes sense, and yeah, Luke, that’s why I wanted to meet, because I’ve heard you’re, like, an expert at Notion, or at least more, like, you have more knowledge in it than I do, so I would love to see, like.
82 00:08:46.740 ⇒ 00:08:50.030 Sheshu Chandrasekar: exactly how you set your GTM notion up, and…
83 00:08:50.270 ⇒ 00:08:59.150 Sheshu Chandrasekar: things that we can take away and kind of apply company-wide, for Notion. So, with that being said, I have one more slide to present that I feel like…
84 00:08:59.490 ⇒ 00:09:05.739 Sheshu Chandrasekar: I would like to share with you, and then I would love to see, kind of like, a tour of your GTM notion.
85 00:09:06.400 ⇒ 00:09:07.689 Luke Scorziell: Yeah, that sounds good.
86 00:09:07.910 ⇒ 00:09:09.190 Sheshu Chandrasekar: Yeah, so I guess…
87 00:09:09.480 ⇒ 00:09:17.490 Sheshu Chandrasekar: from a design principles, how we’re moving forward. And Hannah, just to touch upon one point there, like, yes, you’re right, we’re…
88 00:09:18.340 ⇒ 00:09:24.760 Sheshu Chandrasekar: primarily using Notion as a router, right? Meaning, like, if you want to have access to tools, like.
89 00:09:24.960 ⇒ 00:09:36.859 Sheshu Chandrasekar: we’ll drop the links, and you can go ahead and go in there and just find the tool that you need, and you get instant links to it, right? And documents, and all that good stuff as well.
90 00:09:37.690 ⇒ 00:09:42.810 Sheshu Chandrasekar: because right now, I feel like the problem is that we’re noticing that Notion is being used as, like.
91 00:09:43.200 ⇒ 00:09:52.650 Sheshu Chandrasekar: a way to conduct, like, processes, or, like, people love to have meeting notes in there, but it’s, like, all over the place, or it’s not in a structured way.
92 00:09:52.650 ⇒ 00:09:53.080 Hannah Wang: Yeah.
93 00:09:53.080 ⇒ 00:09:58.050 Sheshu Chandrasekar: It doesn’t have a home, and that’s what I’m trying to say. Like, people carve out Notion to have their own
94 00:09:58.320 ⇒ 00:10:03.350 Sheshu Chandrasekar: workspace and whatnot, but… and that’s fine. I think, at the end of the day, like.
95 00:10:03.720 ⇒ 00:10:09.070 Sheshu Chandrasekar: everyone works differently, but if we can make that a little bit more uniformed and kind of neat, I think…
96 00:10:09.310 ⇒ 00:10:17.789 Sheshu Chandrasekar: that go a long way. And the reason why is we’re trying to create Slack bots eventually. So, you probably know Utama’s role at the Brainforge.
97 00:10:18.080 ⇒ 00:10:26.000 Sheshu Chandrasekar: Slack bot, and eventually we want to connect it to the right databases, so if you were to look up meeting notes or SOPs.
98 00:10:26.310 ⇒ 00:10:32.390 Sheshu Chandrasekar: The Slack bot would be connected to that database, and retrieve information, and give you information within Slack.
99 00:10:32.510 ⇒ 00:10:36.610 Sheshu Chandrasekar: that’s kind of, like, the entire vision of why we’re doing a Notion revamp as well.
100 00:10:37.240 ⇒ 00:10:38.490 Luke Scorziell: Yeah, that makes sense.
101 00:10:38.870 ⇒ 00:10:58.160 Sheshu Chandrasekar: Yeah, so I guess, yeah, some design principles here, like, we’re trying to have fewer databases, and what we mean by that is that we have, like, 6 to 8 core databases, and any other database that’s not related to client, is managed by us. So if, like, the engineering team wants to create, like.
102 00:10:58.270 ⇒ 00:11:02.989 Sheshu Chandrasekar: a client page, and they need a database. They’re by all means, still allowed to do that.
103 00:11:03.190 ⇒ 00:11:09.629 Sheshu Chandrasekar: But they just, like, at the end of the day, we just want to be notified that, hey, we’re creating a database to track meeting notes, or something like that.
104 00:11:10.010 ⇒ 00:11:12.619 Sheshu Chandrasekar: So that’s what we mean. And then…
105 00:11:12.920 ⇒ 00:11:18.510 Sheshu Chandrasekar: Yeah, like, we’re just trying to create, like, some sort of, like, SOP on how to maintain the notion, so it doesn’t get…
106 00:11:19.020 ⇒ 00:11:35.740 Sheshu Chandrasekar: too chaotic here. And the main principle that we’re trying to implement is you can find anything within 3 clicks or less to access information. So we’re trying to reduce the amount of layers that it takes for you to get in information and actually retaining it.
107 00:11:36.680 ⇒ 00:11:40.190 Sheshu Chandrasekar: So that’s kind of a high-level overview, I know I…
108 00:11:40.390 ⇒ 00:11:44.909 Sheshu Chandrasekar: kind of breeze by it, so I just want to stop here and see if you have any thoughts or questions right here.
109 00:11:45.860 ⇒ 00:11:48.860 Luke Scorziell: Yeah, I mean, I think it probably would be helpful to show you, kind of…
110 00:11:49.040 ⇒ 00:11:50.880 Luke Scorziell: I think it’s probably similar.
111 00:11:51.090 ⇒ 00:11:56.039 Luke Scorziell: And then I don’t know if… I know, I think Eliza got to watch the video that I sent, but…
112 00:11:56.400 ⇒ 00:11:56.870 Luke Scorziell: But…
113 00:11:56.870 ⇒ 00:11:59.199 Sheshu Chandrasekar: I did see it briefly,
114 00:11:59.930 ⇒ 00:12:04.639 Sheshu Chandrasekar: But I would love to see what you’re doing for… for Brainforge right now.
115 00:12:05.510 ⇒ 00:12:08.619 Luke Scorziell: Yeah, so, I mean, I think, like, similarly, I…
116 00:12:09.080 ⇒ 00:12:13.480 Luke Scorziell: like, we have all the… I feel like we have a lot of the right things, we just haven’t,
117 00:12:15.750 ⇒ 00:12:21.680 Luke Scorziell: they’re not really well integrated, which I guess is what I was, kind of getting at. So, like, with,
118 00:12:22.020 ⇒ 00:12:23.839 Luke Scorziell: Basically, what I built out is…
119 00:12:24.040 ⇒ 00:12:28.609 Luke Scorziell: Like, marketing, we’ve got our content plan, engagements and comments.
120 00:12:29.010 ⇒ 00:12:37.030 Luke Scorziell: sales, proposals, campaigns that we’re launching, services, that we have, ICPs that go with the campaigns.
121 00:12:37.630 ⇒ 00:12:41.690 Luke Scorziell: meetings, I haven’t really built that one out as much yet, and then events.
122 00:12:41.940 ⇒ 00:12:48.599 Luke Scorziell: And then the kind of powerful thing is, like, each week, like, I have, like, today I have a meeting with, Robert and Tom.
123 00:12:48.850 ⇒ 00:12:55.309 Luke Scorziell: And so, like… this, this is January, or I guess today or tomorrow, so,
124 00:12:56.110 ⇒ 00:12:59.109 Luke Scorziell: I can see, like, okay, we launched two campaigns this week.
125 00:12:59.550 ⇒ 00:13:02.369 Luke Scorziell: We shipped 6 pieces of content this week.
126 00:13:02.510 ⇒ 00:13:10.709 Luke Scorziell: We had, 36 engagements with people this week, and then we sent one proposal this week.
127 00:13:10.850 ⇒ 00:13:15.659 Luke Scorziell: So, like, for me, that’s super helpful, because I can, like, like, we can do the work.
128 00:13:16.450 ⇒ 00:13:22.699 Luke Scorziell: Like… Like, here’s the campaign, like, all in the same spot that,
129 00:13:24.060 ⇒ 00:13:26.770 Luke Scorziell: We can track, like, the numbers.
130 00:13:27.160 ⇒ 00:13:31.859 Luke Scorziell: So I think that’s, like, the advantage that I see over, like, Google Docs, at least, is that
131 00:13:32.630 ⇒ 00:13:36.790 Luke Scorziell: in Google Docs, there’s no real way to, like, aggregate,
132 00:13:37.620 ⇒ 00:13:46.779 Luke Scorziell: like, what you’re doing. And so… so yeah, so this is kind of at the high level, and then, like, I made, like, a kind of template so you can see, like.
133 00:13:47.390 ⇒ 00:13:55.599 Luke Scorziell: this is what we did this week, in terms of campaigns, engagements, and the way that I built this is just with, like, filters. So, each of…
134 00:13:56.140 ⇒ 00:14:02.780 Luke Scorziell: Everything is related, like, between different databases, so… Like, with content.
135 00:14:03.570 ⇒ 00:14:08.050 Luke Scorziell: if I make a new piece of content for, like, Saturday.
136 00:14:08.460 ⇒ 00:14:11.079 Luke Scorziell: Like, tests, content, whatever.
137 00:14:11.360 ⇒ 00:14:17.140 Luke Scorziell: Then, obviously, I have all this stuff, but then the real power of things is, like, relation is to the weak.
138 00:14:17.650 ⇒ 00:14:23.309 Luke Scorziell: So once I click that and relate it to the week that we have, then it’ll go into,
139 00:14:23.880 ⇒ 00:14:38.220 Luke Scorziell: And I might be able to make this more, like, just strictly based on date, but I think for now, it’s kind of what I figured. And then, like, you know, I built these kind of templates for us to use for posts, so Ryan and I have already been using these.
140 00:14:38.490 ⇒ 00:14:42.589 Luke Scorziell: And,
141 00:14:45.610 ⇒ 00:14:50.760 Luke Scorziell: So, yeah, like that, and then we’re trying to track,
142 00:14:52.080 ⇒ 00:14:56.679 Luke Scorziell: Like, who we’re commenting on and reaching out to, too, and, like, it’s obviously, like.
143 00:14:56.800 ⇒ 00:15:00.969 Luke Scorziell: Pretty annoying to have to go back through and, like, count up individually.
144 00:15:01.100 ⇒ 00:15:07.789 Luke Scorziell: Each of the people that we’ve, Reached out to, and so…
145 00:15:07.940 ⇒ 00:15:12.820 Luke Scorziell: Ryan and I have just been spending time, like, going through, and every time we reach out to someone, we just add
146 00:15:13.020 ⇒ 00:15:19.469 Luke Scorziell: Their name to this database, their title, and then, like, whatever message, if they replied.
147 00:15:19.800 ⇒ 00:15:27.950 Luke Scorziell: who they were, who sent the message, and then whatnot. So then, like, I can see… Like…
148 00:15:28.700 ⇒ 00:15:31.139 Luke Scorziell: Today, I think this is aggregating, let me check.
149 00:15:31.350 ⇒ 00:15:36.290 Luke Scorziell: I can see, like, how many people did we reach out to?
150 00:15:37.810 ⇒ 00:15:44.700 Luke Scorziell: Yeah, so, like… 2 days ago, we reached out to 11 people, yesterday 25.
151 00:15:45.070 ⇒ 00:15:50.719 Luke Scorziell: And today, we’ve done one, so, you know, I know, okay, we need a boost today.
152 00:15:50.860 ⇒ 00:15:57.630 Luke Scorziell: And then I can see, like, our sales campaign, so for this campaign,
153 00:15:58.500 ⇒ 00:16:03.119 Luke Scorziell: who we reached out to, and then I think I can, like, aggregate, so we…
154 00:16:03.250 ⇒ 00:16:05.159 Luke Scorziell: Reached out to 13 people.
155 00:16:05.740 ⇒ 00:16:11.770 Luke Scorziell: I can see, like… Who’s doing most of the outreach?
156 00:16:11.890 ⇒ 00:16:16.869 Luke Scorziell: So I think, like… That’s pretty helpful, and this is all on the…
157 00:16:16.990 ⇒ 00:16:19.470 Luke Scorziell: I guess this is, like, technically marketing and sales, but…
158 00:16:20.300 ⇒ 00:16:24.070 Luke Scorziell: And then on the sales side, again, still kind of working on this, but, like.
159 00:16:24.580 ⇒ 00:16:28.489 Luke Scorziell: you know, if I send a proposal, I can tag it with, like.
160 00:16:28.830 ⇒ 00:16:34.840 Luke Scorziell: The weekly lead template, so this is… we’ll get tagged with this week, and then…
161 00:16:35.210 ⇒ 00:16:43.760 Luke Scorziell: the ICP, I tag with, which ICP, we, are going after, and, like…
162 00:16:44.360 ⇒ 00:16:51.389 Luke Scorziell: And then I can see under the ICPs… I don’t… maybe I haven’t built this out yet, but I can build, like, a…
163 00:16:52.250 ⇒ 00:17:02.319 Luke Scorziell: like, proposals sent type of thing. Like, basically, like, see the funnel here, so I could see, like, the number of proposals sent, I could see the number of messages we sent to this type of ICP, and I could see, like, the number of meetings we have.
164 00:17:02.570 ⇒ 00:17:06.579 Luke Scorziell: All in one spot. And so…
165 00:17:07.450 ⇒ 00:17:15.459 Luke Scorziell: Yeah, and then same… same thing for, like, each… because that’s kind of how I’m organizing this, is with… we have, like, different campaigns that we’re running, so…
166 00:17:15.980 ⇒ 00:17:19.220 Luke Scorziell: We were on, like, the…
167 00:17:19.690 ⇒ 00:17:23.839 Luke Scorziell: like, this, like, attribution level requi- or, like.
168 00:17:24.460 ⇒ 00:17:28.499 Luke Scorziell: It’s like a service that we’re launching, and then I can see, like.
169 00:17:28.760 ⇒ 00:17:33.739 Luke Scorziell: We didn’t really tag, but, like, this one’s a better example of the contextual intake, so,
170 00:17:34.250 ⇒ 00:17:39.279 Luke Scorziell: Sent out 13 messages, and then so far we haven’t had any proposals that we sent.
171 00:17:41.360 ⇒ 00:17:46.750 Luke Scorziell: So I think, like, that’s, to me, kind of the power of… of Notion, and then, like, I have…
172 00:17:47.740 ⇒ 00:17:50.800 Luke Scorziell: Like, personally,
173 00:17:54.450 ⇒ 00:18:06.860 Luke Scorziell: like… my own… Like… meetings database?
174 00:18:07.310 ⇒ 00:18:12.510 Luke Scorziell: Right. So, this doesn’t really… I mean, I’ll just show you my actual one.
175 00:18:14.170 ⇒ 00:18:21.660 Luke Scorziell: So… like… every single meeting that I have for, like, Anything?
176 00:18:22.090 ⇒ 00:18:25.780 Luke Scorziell: Like, there’s probably, you know, hundreds of…
177 00:18:26.480 ⇒ 00:18:35.640 Luke Scorziell: the meetings or whatever in here, and… but they all are related to a certain, client, or, like, I can also relate them to, like, a certain…
178 00:18:36.060 ⇒ 00:18:40.810 Luke Scorziell: In my case, like, contractor, and then…
179 00:18:42.190 ⇒ 00:18:46.739 Luke Scorziell: And then that allows me to, like, when I click into, like,
180 00:18:47.960 ⇒ 00:18:54.720 Luke Scorziell: like, this client, then I can see, like, all of the different meetings that I’ve had with them in this, like, filtered view.
181 00:18:55.290 ⇒ 00:18:58.679 Luke Scorziell: And then…
182 00:18:58.850 ⇒ 00:19:04.820 Luke Scorziell: Yeah, similarly, I have, like, data… databases for client docs. Sorry, I guess that was a lot, and I didn’t pause.
183 00:19:04.820 ⇒ 00:19:06.840 Sheshu Chandrasekar: No, no, this makes sense.
184 00:19:06.840 ⇒ 00:19:08.050 Luke Scorziell: But…
185 00:19:08.050 ⇒ 00:19:09.390 Sheshu Chandrasekar: Yeah, I know.
186 00:19:10.270 ⇒ 00:19:12.299 Luke Scorziell: Yeah, and I mean, it was a lot of, like.
187 00:19:12.470 ⇒ 00:19:18.899 Luke Scorziell: I spent, like, a week with, like, ChatGPT, just, like, figuring out how to build all this stuff.
188 00:19:19.750 ⇒ 00:19:24.410 Luke Scorziell: But, yeah, so that’s where I feel like the… power of Notion…
189 00:19:25.080 ⇒ 00:19:32.990 Luke Scorziell: And kind of what you’re saying about, like, getting this simplified, because, like, at… at this point, with the go-to-market one.
190 00:19:34.770 ⇒ 00:19:40.149 Luke Scorziell: Which, like, yeah, it’s funny, because I don’t even really know where to put it in, like, all of this stuff. There’s, like, a lot.
191 00:19:40.150 ⇒ 00:19:43.140 Sheshu Chandrasekar: Yeah, and that kind of brings me to my next point. So…
192 00:19:43.400 ⇒ 00:19:52.760 Sheshu Chandrasekar: I’m more than happy to give you marketing, like, the marketing page, so instead of it being Luke’s GTM, you can just, like.
193 00:19:53.160 ⇒ 00:20:02.710 Sheshu Chandrasekar: move everything that’s under Lucas GTM into, like, marketing overall. Like, you can just completely take over there, because what’s happening is, eventually.
194 00:20:02.970 ⇒ 00:20:07.350 Sheshu Chandrasekar: the leads database, like, currently you can see there’s leads, marketing, content.
195 00:20:07.620 ⇒ 00:20:10.279 Sheshu Chandrasekar: All that stuff, like…
196 00:20:11.860 ⇒ 00:20:28.349 Sheshu Chandrasekar: it’s, like, it’s very old, right? You can see in the documentation, stuff like… there’s some things that are very old in there, so we’re more than happy to just give you complete control. The only thing we ask of you is just give us, like, what databases are you using?
197 00:20:28.910 ⇒ 00:20:31.590 Sheshu Chandrasekar: And if that’s going to be the standard moving forward.
198 00:20:31.910 ⇒ 00:20:40.899 Sheshu Chandrasekar: Yeah, just let us know, and so we can just, like, kind of have a track of that, right? But yeah, I mean, if you’re gonna be, like, the primary user of…
199 00:20:41.230 ⇒ 00:20:46.700 Sheshu Chandrasekar: the marketing page, then by all means, we’re, like, there’s no problem, we’re happy to give that to you, and…
200 00:20:46.880 ⇒ 00:20:56.779 Sheshu Chandrasekar: like, at the end of the day, we’ll kind of note you down as a, like, POC, so when we have to do, like, any Notion hygiene or data hygiene, like, we can just hand that over to you.
201 00:20:57.620 ⇒ 00:21:02.349 Luke Scorziell: Sweet, okay, yeah, I mean, that makes sense. And I think, like, I don’t know, the interesting thing to me is that every…
202 00:21:03.290 ⇒ 00:21:08.480 Luke Scorziell: like, I kind of see the whole business as being… like, connected…
203 00:21:08.730 ⇒ 00:21:16.969 Luke Scorziell: between departments, like, it’s helpful… I mean, obviously, I don’t need to know exactly what’s, like, going on all the time with the engineers and, like, the.
204 00:21:16.970 ⇒ 00:21:17.350 Sheshu Chandrasekar: Right.
205 00:21:17.350 ⇒ 00:21:18.889 Luke Scorziell: client projects, but, like.
206 00:21:19.130 ⇒ 00:21:23.299 Luke Scorziell: Yeah, it just seems like there’s… there are ways to make it a little more,
207 00:21:24.060 ⇒ 00:21:29.519 Luke Scorziell: connected, like, I would love to be able to, like, access the meetings that… I mean, obviously, we have the platform, but, like.
208 00:21:30.060 ⇒ 00:21:32.629 Luke Scorziell: To see, like, what’s going on with,
209 00:21:33.010 ⇒ 00:21:36.889 Luke Scorziell: the engineer side and stuff, so… yeah, like, the…
210 00:21:37.460 ⇒ 00:21:43.109 Luke Scorziell: Yeah, well, I can… I’m ha… yeah, more than happy to kind of take over the marketing side, and then.
211 00:21:43.110 ⇒ 00:21:44.230 Sheshu Chandrasekar: Yeah, and…
212 00:21:44.230 ⇒ 00:21:53.660 Hannah Wang: Sorry, could I, interject for one second? So… I like Luke’s,
213 00:21:54.030 ⇒ 00:21:56.739 Hannah Wang: Format way better than this one.
214 00:21:56.990 ⇒ 00:21:59.089 Hannah Wang: So this is, I think, what…
215 00:22:00.900 ⇒ 00:22:09.889 Hannah Wang: this is, like, the poor man’s version of what Luke just showed, in terms of, like, yeah, tracking all the past campaigns that we’ve done. This…
216 00:22:10.140 ⇒ 00:22:28.960 Hannah Wang: I think originally Utom built out the structure, and then I just kind of started filling stuff out. So, this is, like, our marketing hub, but I feel like, again, Luke’s Notion page does a much better job, because it auto-aggregates everything instead of us, like, having to
217 00:22:29.690 ⇒ 00:22:43.239 Hannah Wang: like, literally filling out these fields, like, it’s… it’s manual, and, like, poor Ryan or whoever is in charge of the campaign needs to go in and kind of look through or keep track of, like.
218 00:22:43.700 ⇒ 00:22:51.430 Hannah Wang: how many leads did we add to this campaign? How many messages did we send? So…
219 00:22:52.080 ⇒ 00:23:07.319 Hannah Wang: I’m just like, should this just be stale? Because it’s basically, like, should it be archived? Because it’s basically what Luke showed, like, there’s a tab for each campaign, and it tracks, like, all the…
220 00:23:07.930 ⇒ 00:23:16.690 Hannah Wang: Leads that we messaged and did outreach to, and then it has, like, information about their title company,
221 00:23:16.880 ⇒ 00:23:26.110 Hannah Wang: I mean, clearly, I don’t really do a good job of populating everything here, but, I feel like it’s a very… it’s the same concept as what Luke
222 00:23:26.330 ⇒ 00:23:31.290 Hannah Wang: just shared, so I guess… I mean…
223 00:23:31.530 ⇒ 00:23:35.699 Hannah Wang: I guess this is a question more for Utam and Robert, because I think they look at it
224 00:23:35.860 ⇒ 00:23:50.059 Hannah Wang: they look at this more so to just get a high-level overview, but do you think they’ll be okay if we’re like, okay, instead of this, we’re gonna go back to Notion, and you can get, like, the high-level overview there? Because I just don’t want to fill in two things, like.
225 00:23:50.060 ⇒ 00:23:53.550 Sheshu Chandrasekar: Yeah, it doesn’t… Double data entry, in a way.
226 00:23:53.550 ⇒ 00:23:54.060 Hannah Wang: Yeah.
227 00:23:54.060 ⇒ 00:24:02.190 Sheshu Chandrasekar: That’s a good point. I’m… Yeah, I mean, it wouldn’t make sense, like, why would we need this if…
228 00:24:02.420 ⇒ 00:24:08.439 Sheshu Chandrasekar: we think Luke’s system is a little better, but ultimately, like, I know it’s Luke’s way of tracking, so I’ll give it…
229 00:24:08.840 ⇒ 00:24:13.840 Sheshu Chandrasekar: I’ll let him kind of decide, like, how to incorporate all this.
230 00:24:15.420 ⇒ 00:24:22.779 Hannah Wang: This is essentially, Luke, what you have built out. Like, this is the bare-bones version of what you have, and I think ultimately, like.
231 00:24:23.360 ⇒ 00:24:29.900 Hannah Wang: since you roll up to Robert and Utama and you kind of report Stats to them, like…
232 00:24:30.330 ⇒ 00:24:39.289 Hannah Wang: whatever… yeah, I guess maybe you can just… have you shown them your… your Notion page before, and kind of the power of what you’ve built?
233 00:24:39.960 ⇒ 00:24:43.230 Luke Scorziell: I sent it to them last night.
234 00:24:43.230 ⇒ 00:24:43.970 Hannah Wang: Okay.
235 00:24:43.970 ⇒ 00:24:48.239 Luke Scorziell: just, like, I just made this look pretty, yesterday, and so…
236 00:24:48.240 ⇒ 00:24:48.590 Hannah Wang: Okay.
237 00:24:50.480 ⇒ 00:24:56.120 Luke Scorziell: But yeah, I’ll probably talk to them today, because I have a Leeds meeting with them, and I think, like, they probably…
238 00:24:56.390 ⇒ 00:24:58.769 Luke Scorziell: Well, mine, I think the main thing for…
239 00:24:59.290 ⇒ 00:25:04.670 Luke Scorziell: Them is just being able to, like, look at a, you know, moment’s glance, like, what we’re doing, and…
240 00:25:04.670 ⇒ 00:25:05.290 Hannah Wang: No.
241 00:25:05.990 ⇒ 00:25:14.689 Luke Scorziell: And be able to see, like, how things are going, and so I think, like, the power that I see with Notion is that, like, we’ll keep track while we’re going, instead of
242 00:25:15.270 ⇒ 00:25:19.910 Luke Scorziell: when we get to Monday, like, having to everyone spend, like.
243 00:25:20.510 ⇒ 00:25:23.989 Luke Scorziell: Whatever amount of time filling out, stuff that they need, so…
244 00:25:24.530 ⇒ 00:25:26.509 Hannah Wang: Yeah, and even, like.
245 00:25:26.830 ⇒ 00:25:38.220 Hannah Wang: I was just thinking, because yesterday you showed me you created, like, fields for, for example, like, the collateral, and I can even track, like, the engagement in there versus, like, keeping a separate note.
246 00:25:38.900 ⇒ 00:25:53.820 Hannah Wang: page on my notes app and, like, filling out who clicked what. So, yeah, I do… I do want to use your… your database. And then, Chishu, I know, like, the partnership stuff, I know we have that,
247 00:25:55.280 ⇒ 00:26:04.549 Hannah Wang: Here, but… like, if… you want to replicate what Luke built.
248 00:26:04.810 ⇒ 00:26:21.549 Hannah Wang: I know it might take some time, but I’m just saying, like, if that’s a similar structure we want to use, I feel like, by all means, like, we can kind of start to move stuff there, just so that we have, like, for all of go-to-market, like, sales, marketing, partnerships, like, everything is,
249 00:26:22.040 ⇒ 00:26:29.260 Hannah Wang: Structured similarly, and we don’t have, like, different… Things for different, you know… Yeah.
250 00:26:29.390 ⇒ 00:26:31.329 Hannah Wang: Thank you. Yeah, and…
251 00:26:31.630 ⇒ 00:26:32.359 Sheshu Chandrasekar: I’m sorry, go ahead.
252 00:26:33.000 ⇒ 00:26:38.910 Luke Scorziell: Oh, I was just gonna, like, I think with the, like, partnerships, and then I’m supposed to lead our stand-up, too, in a second, but .
253 00:26:38.910 ⇒ 00:26:39.320 Hannah Wang: Oh, yeah.
254 00:26:39.320 ⇒ 00:26:44.900 Luke Scorziell: Like, for me, And again, like, I don’t wanna just…
255 00:26:45.350 ⇒ 00:26:51.610 Luke Scorziell: you know, like, take over everything without… but, like, if… like, it would make sense to me to have
256 00:26:52.110 ⇒ 00:26:56.779 Luke Scorziell: Like, partners also be, like, related to…
257 00:26:57.110 ⇒ 00:27:04.869 Luke Scorziell: content, in… in this database, because, like, what’s one of the key, like, metrics that I’m… I would like to track is, like.
258 00:27:05.160 ⇒ 00:27:08.589 Luke Scorziell: how many partners did we tag this week?
259 00:27:09.140 ⇒ 00:27:16.080 Luke Scorziell: How many, like, sales, like, camp… how many services do we have that, like, implement a certain partner?
260 00:27:16.210 ⇒ 00:27:19.140 Luke Scorziell: And so, like, those are things for me that, like.
261 00:27:19.280 ⇒ 00:27:27.700 Luke Scorziell: Yeah, I would rather… like, in my mind, all of… everything in Notion works best when it’s, like, all kind of related to each other.
262 00:27:29.020 ⇒ 00:27:37.060 Luke Scorziell: And so, yeah, I’d be, like, super happy to, like, help build out a partnership side of Notion, too.
263 00:27:37.290 ⇒ 00:27:41.810 Luke Scorziell: Because, I mean, ultimately, it’s all go-to-market, right? So it’s… it’s not like…
264 00:27:42.110 ⇒ 00:27:43.600 Sheshu Chandrasekar: Yeah, ultimately.
265 00:27:44.360 ⇒ 00:27:53.449 Sheshu Chandrasekar: I know, I know we’re a little over time, but I have two questions, or concerns, matter of fact. So, one is, like, okay, so if we’re gonna move everything to Notion, right?
266 00:27:53.820 ⇒ 00:28:01.309 Sheshu Chandrasekar: when do we input information, and what information do we put into Notion versus HubSpot? That’s, like, my first one.
267 00:28:01.600 ⇒ 00:28:06.500 Sheshu Chandrasekar: And then the second one is, how does Robert want to view the information? Is he…
268 00:28:06.650 ⇒ 00:28:12.090 Sheshu Chandrasekar: okay with going to Notion? Like, what’s his preferred method? Like, I think he wants everything in a spreadsheet.
269 00:28:12.210 ⇒ 00:28:14.940 Sheshu Chandrasekar: So my question here would be, would he be okay with
270 00:28:15.600 ⇒ 00:28:20.779 Sheshu Chandrasekar: we’re transferring everything to Notion versus spreadsheet. That’s, like, my biggest concern right now.
271 00:28:22.140 ⇒ 00:28:30.520 Luke Scorziell: Yeah, I mean, I think ultimately we’ll just have to… or I’ll… I haven’t really showed him any of this stuff, so it’s… alright, like, he knows that this is kind of how I like to work, but I don’t think…
272 00:28:30.700 ⇒ 00:28:34.600 Luke Scorziell: Like, I haven’t walked him through, so I think once I can do that, then…
273 00:28:35.390 ⇒ 00:28:37.660 Luke Scorziell: Like, we’ll have a clearer picture.
274 00:28:37.840 ⇒ 00:28:43.690 Luke Scorziell: Yeah, either way, like, even if Robert wants to use a spreadsheet, I think this will be helpful for us just…
275 00:28:44.130 ⇒ 00:28:47.639 Luke Scorziell: taking the numbers from Notion and putting them in the spreadsheet on Mondays.
276 00:28:48.410 ⇒ 00:28:54.100 Sheshu Chandrasekar: Okay, yeah, that works too. That’s right, you can just download a CSV and just copy and paste, so…
277 00:28:54.100 ⇒ 00:29:00.340 Luke Scorziell: Yeah, well, because we go over that, like, go-to-market hub, or, like, OKRs thing,
278 00:29:01.790 ⇒ 00:29:04.609 Luke Scorziell: each week, and so basically what I’m…
279 00:29:05.040 ⇒ 00:29:10.540 Luke Scorziell: essentially building is, like, where is all that stuff happening, and how are we tracking it? And so…
280 00:29:10.880 ⇒ 00:29:14.910 Luke Scorziell: At the end of each week, we should just be able to look at, like, the week-by-week
281 00:29:15.920 ⇒ 00:29:17.819 Luke Scorziell: lead meetings,
282 00:29:18.610 ⇒ 00:29:28.169 Luke Scorziell: And… or lead, yeah, and see, kind of like, okay, last week we had 36 engagements, 6 pieces of content, and, you know, I can tag more stuff, too, so…
283 00:29:28.470 ⇒ 00:29:31.600 Luke Scorziell: Yeah.
284 00:29:33.890 ⇒ 00:29:42.889 Sheshu Chandrasekar: Okay. Yeah, if you could just show it to Robert, just get your… get his preference, I’ll schedule us a meeting next week, sometime, like, late afternoon.
285 00:29:43.070 ⇒ 00:29:46.439 Sheshu Chandrasekar: Just to start with the GTM side, because I think
286 00:29:46.740 ⇒ 00:30:02.059 Sheshu Chandrasekar: the GTM engineering, they’re kind of, like, in their own world, which is okay, but we just want to be, like, smart enough, like, as an ops team, just to make sure, like, we can track everything, and if automation needs to occur, like, we can help you out in our… in the best way possible.
287 00:30:02.240 ⇒ 00:30:02.900 Sheshu Chandrasekar: So…
288 00:30:03.330 ⇒ 00:30:10.650 Luke Scorziell: Yeah, I mean, any ways, too, that we can connect, like, HubSpot. You know, I just… I’m still learning the system here, so I think.
289 00:30:10.650 ⇒ 00:30:14.609 Sheshu Chandrasekar: Yeah, same here, the HubSpot system’s very new to me, so I’m slowly getting used to.
290 00:30:14.610 ⇒ 00:30:15.720 Luke Scorziell: a little janky.
291 00:30:15.930 ⇒ 00:30:16.570 Sheshu Chandrasekar: Yeah.
292 00:30:16.720 ⇒ 00:30:24.450 Sheshu Chandrasekar: Absolutely. Cool. Well, thank you for your time, and yeah, we’ll chat soon. I know we’re a little over, so really appreciate that.
293 00:30:24.880 ⇒ 00:30:27.609 Luke Scorziell: Yeah, thank you guys for making the time and being curious, so…
294 00:30:28.390 ⇒ 00:30:28.980 Sheshu Chandrasekar: Yeah.
295 00:30:29.370 ⇒ 00:30:30.720 Hannah Wang: Yeah, thanks, guys.
296 00:30:30.720 ⇒ 00:30:31.400 Rico Rejoso: Thank you, guys.
297 00:30:31.400 ⇒ 00:30:33.290 Sheshu Chandrasekar: Thank you. Thanks, Hannah. Thanks, everyone.
298 00:30:33.730 ⇒ 00:30:34.620 Sheshu Chandrasekar: Bye, bye.