Meeting Title: Daily GTM Stand Up Date: 2026-02-04 Meeting participants: Robert Tseng, Ryan Brosas, Hannah Wang, Rico Rejoso, Luke Scorziell
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1 00:00:11.660 ⇒ 00:00:12.419 Robert Tseng: Hey, Ryan.
2 00:00:14.520 ⇒ 00:00:15.840 Ryan Brosas: How are you guys?
3 00:00:17.730 ⇒ 00:00:18.330 Ryan Brosas: Sit.
4 00:00:18.330 ⇒ 00:00:19.760 Robert Tseng: Doing well, how are you?
5 00:00:20.640 ⇒ 00:00:28.670 Ryan Brosas: Doing fine, really cool stuff on the AI stuff, so, yeah.
6 00:00:29.760 ⇒ 00:00:35.939 Robert Tseng: Yeah, I’m gonna spend some time going through everything. I’ll start with that.
7 00:00:38.500 ⇒ 00:00:44.260 Robert Tseng: Okay, so, yeah, before I come into the tickets, yeah, thanks, I know we… I kind of just…
8 00:00:44.360 ⇒ 00:00:47.229 Robert Tseng: had a chunk of time this morning, so I pushed a lot of things out.
9 00:00:48.990 ⇒ 00:00:54.340 Robert Tseng: yeah, I guess, like, for those of you who are just coming on, it must be a lot, so I’d rather just kind of
10 00:00:54.820 ⇒ 00:00:58.779 Robert Tseng: walk through it. Also, sometimes it’s just easier to…
11 00:00:59.070 ⇒ 00:01:02.579 Robert Tseng: I feel like text just makes everything,
12 00:01:03.170 ⇒ 00:01:07.200 Robert Tseng: Anyway, just a different way of going through things, so…
13 00:01:07.420 ⇒ 00:01:19.650 Robert Tseng: Yeah, so, first thing, if you haven’t gotten a chance, just want to mid-week check on, kind of, the bets that you guys shared on Monday, so appreciate if you jump in thread and just let me know, kind of, where you’re at, so I know where to help.
14 00:01:20.060 ⇒ 00:01:26.630 Robert Tseng: So yeah, like, Utah kind of gave me his update, and so, yeah, he’s… he kind of closed out
15 00:01:26.770 ⇒ 00:01:43.630 Robert Tseng: his side on the insurance and getting details, so, the next step to me is, like, we need to… me and Luke are gonna push out the campaign for insurance. So, making sure that the content is ready to go, and just getting… taking the knowledge files and bringing it over there.
16 00:01:43.640 ⇒ 00:01:53.350 Robert Tseng: And then I’m also gonna go and knock on… knock on Xixi’s door and ask him kind of what… what we… what else we need to do to have the updates by the end of the week.
17 00:01:56.140 ⇒ 00:02:05.149 Robert Tseng: Yeah, so I think on the… on the campaign brief side, so obviously I kind of shared, the Zoom clip. I don’t know why the preview doesn’t work, but…
18 00:02:07.450 ⇒ 00:02:17.270 Robert Tseng: like, the thought here, if you haven’t clicked into it, I will share it, is that it’s a standardized kind of format for, like, everything that I want to see in a brief.
19 00:02:20.980 ⇒ 00:02:39.469 Robert Tseng: So this kind of takes the service maturity framework from Vixel, and you can see there’s, like, 6 or 7 stages of kind of just condensed it down, at least, like, every campaign that we push out within 2 weeks needs to clear in this beta test threshold. So, meaning that, obviously, we need to have
20 00:02:39.480 ⇒ 00:02:57.939 Robert Tseng: delivery plan, I wouldn’t worry too much about it. I think this is… nothing that we’re launching right now is really a net new service, so I’m not, like, worried that our team won’t be able to deliver it, but we should have already, kind of, taken two weeks to put out content, we’re direct messaging people, sharing it with people in our network.
21 00:02:58.200 ⇒ 00:03:15.650 Robert Tseng: from that, we should have already been able to create and share a few SOWs. And obviously, if there’s a contract that comes out of it, that’s good validation that this is now market-ready, where then we can do the full rollout of creating the landing page on the website, building some more lead gen.
22 00:03:15.650 ⇒ 00:03:26.459 Robert Tseng: And then, like, continuing to trickle in, kind of more campaigns throughout the content calendar. So, this is just to create a tighter feedback loop. I think I’m really kind of…
23 00:03:26.460 ⇒ 00:03:45.850 Robert Tseng: trying to focus the team on… when we’re launching campaigns, they need to… they need to be… they need to go out and be measured within two weeks. So, as much as we can accelerate, kind of, the launch, I think we could probably do it… you know, my goal is, like, we want to be able to get this brief done within 2 days, and then, like, if we need to…
24 00:03:45.940 ⇒ 00:04:02.610 Robert Tseng: calibrate, make sure that, we have the right leads in the lead list, so that’s obviously a review step. And then, like, the schedule content, whether it’s a, you know, a 3-6 post sequence, making sure that, that content is approved, that could all, you know, be done within just a few days.
25 00:04:02.750 ⇒ 00:04:10.280 Robert Tseng: And then that way we can push it out, test it with… for up to 2 weeks, and then, like, that should be able to give us
26 00:04:10.350 ⇒ 00:04:24.900 Robert Tseng: then we should… then I should be able to ask Luke, like, do we keep… do we… do we keep it? Or, like, do we… do we throttle it, go all the way, or do we just kill it? So, like, I think that’s the type of, like, cycle that I want to, be pushing the team towards.
27 00:04:25.480 ⇒ 00:04:35.579 Robert Tseng: That way we’re not gonna only test, like, one or two campaigns a month. It’s really, like, one or two a week that should be running in parallel.
28 00:04:36.060 ⇒ 00:04:44.619 Robert Tseng: Yeah, so other than that, like, this execution kind of, like, framework is pretty straightforward. This is just kind of what Luke had already put together, so I didn’t really change anything there.
29 00:04:44.770 ⇒ 00:04:56.080 Robert Tseng: And then, like, obviously none of this is automated yet, but at least trying to write out, kind of, like, what the sequence is. So, like.
30 00:04:56.200 ⇒ 00:04:57.190 Robert Tseng: when…
31 00:04:57.660 ⇒ 00:05:10.040 Robert Tseng: where you would loop UTAM in is if something is taking too long, because you’re manually pushing something on the sequence and you’re getting stuck, then, like, I want UTAM to be focused on helping accelerate deployment.
32 00:05:10.300 ⇒ 00:05:26.269 Robert Tseng: But anything around planning, briefs, content creation, the creative side, and, like, kind of building process and automation around there, like, I will… I will help… I will help with that. So that’s how you can kind of see, our… our two roles differently on how we’re supporting, kind of, the go-to-market team.
33 00:05:27.950 ⇒ 00:05:34.409 Robert Tseng: other than that, like, I think the messages are all pretty… pretty good. Like, I’ll make tweaks to… to things. Like, I haven’t actually…
34 00:05:34.650 ⇒ 00:05:53.390 Robert Tseng: what is this, Data Analytics Onboarding Accelerate? Did I… I think I left comments on this one specifically, so I either went in and edited the copy myself, or I already left comments here. So, I mean, I would expect that this is maybe, like, one or two reviews with Luke away from, like, being done, and we can really be deploying this.
35 00:05:53.840 ⇒ 00:06:03.419 Robert Tseng: I know that we have dbt content already scheduled on Ordinal, and so that kind of leads me to the second point here, where
36 00:06:03.580 ⇒ 00:06:13.609 Robert Tseng: I was asking Ryan, for kind of how he built out the… those… those content pieces. I basically redid them,
37 00:06:13.760 ⇒ 00:06:29.309 Robert Tseng: you can pull it from Brainforge Vaults, there is now a dbt content sequence, you can just take that Markdown file and paste it into Google Doc, but I basically rewrote the sequence of posts, because I just didn’t really like the quality of what I was seeing, in ordinal for the dbt posts. Like.
38 00:06:29.400 ⇒ 00:06:41.300 Robert Tseng: the first one was fine, but the second one that I saw scheduled for next week, or whatever, like, I just didn’t really know it was safe. So, yeah, hopefully, like, I mean, I would want… we don’t have to cover it.
39 00:06:41.580 ⇒ 00:06:58.040 Robert Tseng: now, but, like, would want Luke and Ryan to really see, like, why is there, like… like, what’s… what’s the difference between, kind of, what I drafted in, like, 15-30 minutes versus, like, what you guys put out for the dbt sequence, even though we’re using the same knowledge files?
40 00:06:58.040 ⇒ 00:07:16.519 Robert Tseng: I think it’s… it seems like it’s just a difference in process, where I just, like, ran it through Cursor, through the agents that I had built, versus whatever you guys are doing, but, I think that’s… that’s something that we need to clear up, because I don’t really think that drafting content should be taking that long, and we can get pretty high-quality stuff out of
41 00:07:16.630 ⇒ 00:07:19.550 Robert Tseng: what we already have set up in Brainforge Vault.
42 00:07:20.540 ⇒ 00:07:24.360 Robert Tseng: Okay, so that’s pretty much the general rundown of what
43 00:07:24.600 ⇒ 00:07:29.509 Robert Tseng: I’ve… I’m not gonna talk about every single message. Oops, last thing is just, like.
44 00:07:29.650 ⇒ 00:07:35.249 Robert Tseng: didn’t get the CTA framework from you guys, so I just… I just built it. I think it’s… this is what we’re gonna go with.
45 00:07:35.370 ⇒ 00:07:47.160 Robert Tseng: Comments is gonna be in the section above, and then it’s just tracked links, so kind of the, you know, what Hannah suggested of just linking out to platform.
46 00:07:47.180 ⇒ 00:08:00.440 Robert Tseng: We’re still gonna have downloads, sign-ups, DMs, I feel like, is just… it’s a separate category of engagement, and then meetings booked, which is pretty straightforward. So, I think that framework also lives in
47 00:08:01.490 ⇒ 00:08:08.720 Robert Tseng: Brain Forge Vault, but I also pasted it into a school doc. If you just wanna… it’s easier to look at and edit or whatever, you can…
48 00:08:08.870 ⇒ 00:08:23.039 Robert Tseng: Hannah, I shared this with you earlier, so you can go and leave feedback that you want. If this was not what you were thinking, you had something else in mind. Okay, so that’s… that’s kind of the rundown of everything that happened this morning before you guys jumped on.
49 00:08:23.870 ⇒ 00:08:26.480 Robert Tseng: Yeah, any questions on any of… any of this?
50 00:08:34.850 ⇒ 00:08:53.599 Robert Tseng: Okay, seeing none, then, yeah, first thing for… especially Luke and Ryan, make sure you update. You just basically pull from Brainforge Wall every… every morning, because we’re going to be pushing things here and there. I’m going to try not to add too many more workflows, I just… wherever I feel like things are… the bottleneck is. So, hopefully,
51 00:08:53.670 ⇒ 00:09:09.060 Robert Tseng: creating the briefs, and also content drafting, like, this… this has gone much faster, or should have been, from the changes I’ve made. And yeah, I think I… we can… we can consider that done for now. We can come back to it later, but
52 00:09:09.570 ⇒ 00:09:27.640 Robert Tseng: I guess that’s a good segue into what else we have, going on on the roadmap for this week. So, scope-wise, thank you for updating tickets. I feel like we are under by 30%. So, feels like we have a lot more capacity to kind of, like, add things, stick those out the week.
53 00:09:27.740 ⇒ 00:09:31.070 Robert Tseng: So, yeah, I guess, like.
54 00:09:31.260 ⇒ 00:09:38.910 Robert Tseng: anybody can jump in, and I don’t want to go through every ticket, I just want to talk about what’s not on here, or, like, what actually needs,
55 00:09:39.120 ⇒ 00:09:41.459 Robert Tseng: Some attention to keep moving.
56 00:09:56.470 ⇒ 00:10:02.360 Luke Scorziell: Yeah, I think the top… Well, I guess,
57 00:10:03.020 ⇒ 00:10:11.280 Luke Scorziell: question I maybe had on the content stuff. Just in one of your messages, do you kind of describe the way that you went about creating the dbt content?
58 00:10:12.060 ⇒ 00:10:13.140 Robert Tseng: Yep.
59 00:10:13.140 ⇒ 00:10:13.860 Luke Scorziell: Okay.
60 00:10:14.000 ⇒ 00:10:15.800 Luke Scorziell: Silent scenario.
61 00:10:17.510 ⇒ 00:10:19.630 Robert Tseng: Yeah, so maybe I’ll just kind of…
62 00:10:19.980 ⇒ 00:10:23.870 Robert Tseng: That’s helpful to show on this call, then…
63 00:10:24.080 ⇒ 00:10:26.580 Robert Tseng: Let me just pull up Ordinal, ordinal…
64 00:10:27.010 ⇒ 00:10:29.970 Robert Tseng: I’ll put that side-by-side with…
65 00:10:30.190 ⇒ 00:10:35.210 Robert Tseng: Okay, this is not good kosher, but… That’s fine, I’ll just…
66 00:10:36.900 ⇒ 00:10:43.330 Robert Tseng: Let’s, paste some work down… Yeah, so…
67 00:10:43.580 ⇒ 00:10:46.470 Robert Tseng: Screen’s kind of small here right now, but…
68 00:10:46.940 ⇒ 00:10:53.680 Robert Tseng: I saw this dbt post scheduled for next week,
69 00:10:55.320 ⇒ 00:11:03.139 Robert Tseng: yeah, I’m feeling, like, I’m picking up themes just on quick read, it’s just… DPT feels heavy, frustration,
70 00:11:03.660 ⇒ 00:11:10.039 Robert Tseng: I could just… does it feel like a very emotional post, which I just don’t really know, like, who we’re speaking to in that audience.
71 00:11:10.150 ⇒ 00:11:12.400 Robert Tseng: Whereas, like, I think…
72 00:11:12.710 ⇒ 00:11:20.690 Robert Tseng: with the outline that I think Luke put together. I used… I just… I just reused the outlines from your…
73 00:11:20.840 ⇒ 00:11:21.990 Robert Tseng: analytic.
74 00:11:22.170 ⇒ 00:11:30.459 Robert Tseng: from your dbt doc previously, and then I just pretty much took the same headers, and I just went and I kind of had cursor make some drafts.
75 00:11:30.570 ⇒ 00:11:35.869 Robert Tseng: So, yeah, it references the structures of, like.
76 00:11:36.190 ⇒ 00:11:44.190 Robert Tseng: kind of what I call golden examples of making posts, different structures, so it’ll… it’ll look through the topic of the
77 00:11:44.350 ⇒ 00:11:56.609 Robert Tseng: well, you basically just had a headline. So ideally, like, maybe you’d have more context, like, you’d have your headline, you’d have your outline, and then based on that, it’ll select one of the structures, of, like, maybe 10 to 15, like.
78 00:11:56.610 ⇒ 00:12:04.870 Robert Tseng: golden examples that it has. It’ll choose the structure that it wants to write with. It’ll reference, kind of, examples that we had,
79 00:12:05.180 ⇒ 00:12:06.050 Robert Tseng: stuff like…
80 00:12:06.250 ⇒ 00:12:17.379 Robert Tseng: I guess this is written from, like, the Robert GPT perspective, so if you used UTABGPT, it may spit out something different. But yeah, I think, like, to me, this is a bit more coherent. It’s like, okay, like.
81 00:12:17.530 ⇒ 00:12:24.140 Robert Tseng: the… what we’re really pushing with our dbt accelerator is that, like, we want to do this audit, and
82 00:12:25.790 ⇒ 00:12:38.660 Robert Tseng: yeah, like an audit plus sprint to help clean up DBT debt before, like, either when somebody new joins, or, like, when they’re about to hire somebody new. So, now I feel like this is speaking to,
83 00:12:39.280 ⇒ 00:12:45.339 Robert Tseng: like a… Either a new senior, like, analytics leader, or, like, a head of data.
84 00:12:45.450 ⇒ 00:12:49.640 Robert Tseng: Yeah, anyway, like, I… I don’t know, like, I… I…
85 00:12:50.070 ⇒ 00:12:54.240 Robert Tseng: I’m not gonna… obviously, these are, like, comparing apples to oranges, it’s not the same thing, but…
86 00:12:54.340 ⇒ 00:12:56.149 Robert Tseng: Once again, this is just, like, a…
87 00:12:56.760 ⇒ 00:13:08.689 Robert Tseng: sounds like a whiny, like, DBT is annoying kind of post, versus, like, speaking to somebody, like, that’s a bit more specific, and I feel like we have tangible things to say. So, yeah, I haven’t.
88 00:13:08.690 ⇒ 00:13:09.160 Ryan Brosas: Yeah.
89 00:13:09.160 ⇒ 00:13:11.030 Robert Tseng: Click through every other post, but, like.
90 00:13:11.150 ⇒ 00:13:13.390 Robert Tseng: I don’t know, I feel like… this…
91 00:13:14.970 ⇒ 00:13:21.590 Robert Tseng: I don’t want to just say, like, this is how I want every post to be, like, I don’t think it’s the case, but, then you can… look, we can…
92 00:13:22.830 ⇒ 00:13:23.770 Robert Tseng: Yeah, just…
93 00:13:23.960 ⇒ 00:13:34.269 Robert Tseng: Going from, once again, going from the outline of, like, figuring out what the sequence of posts you’re trying to go with, right? So we have the different pillars, you guys know this, you set it up.
94 00:13:34.370 ⇒ 00:13:40.469 Robert Tseng: problem, solution, service, whatever. And then, like, just having Claude
95 00:13:40.910 ⇒ 00:13:44.099 Robert Tseng: or, I guess, cursor, generate.
96 00:13:44.380 ⇒ 00:14:02.140 Robert Tseng: the drafts I mean, I don’t know, I’m not really saying anything that you guys don’t already know. So, maybe the structure is not, like… I don’t know why it uses… I guess it used the same structure for every post, because it didn’t have anything other than the headline itself. So, if we gave each post a bit more of an outline, it would probably go in,
97 00:14:02.740 ⇒ 00:14:07.860 Robert Tseng: Try different host structures, because right now they all kind of, like, structurally look the same.
98 00:14:08.000 ⇒ 00:14:16.360 Robert Tseng: But I even have it, suggesting like, CTAs as well, so…
99 00:14:19.820 ⇒ 00:14:23.460 Robert Tseng: It’s strange, not everything can be a DM.
100 00:14:25.510 ⇒ 00:14:27.360 Robert Tseng: You know, not pull up the right file.
101 00:14:27.480 ⇒ 00:14:32.459 Ryan Brosas: The CTA framework is really helpful for me, because, we only have, like, DM us.
102 00:14:33.850 ⇒ 00:14:36.660 Robert Tseng: Yeah, okay, yeah, so… I guess…
103 00:14:36.960 ⇒ 00:14:39.349 Robert Tseng: Okay, well, because… well, yeah, so…
104 00:14:39.660 ⇒ 00:14:59.580 Robert Tseng: it will default to using the DM, which is not… yeah, but it’ll suggest other CTAs that we could use. So, if we were to use a tracked link, it’ll reference, like, hey, maybe you should, put a link that is talking about this. And if we don’t have it, we don’t have to build it. Like, I guess kind of leave it up to your… your guys’ discretion.
105 00:14:59.610 ⇒ 00:15:08.170 Robert Tseng: you know, of… within, like, a 4-6 post sequence, I do think that maybe, like, a couple of them should have DMS, because that’s, like.
106 00:15:08.540 ⇒ 00:15:14.220 Robert Tseng: Especially once we get to, like, the back half of the sequence, and we… and, like.
107 00:15:15.350 ⇒ 00:15:23.369 Robert Tseng: in my mind, like, if we’re just framing the problem, we shouldn’t have… like, people can DM us to talk about the problem, that’s fine.
108 00:15:23.610 ⇒ 00:15:40.439 Robert Tseng: if we’re talking about solution, then people should not DMS for the solution. They should just come and get our link, or they should get a downloadable asset from us to go try to, like, learn the solution for themselves. And then maybe towards the end of the sequence, like, if we’re talking about how our service kind of
109 00:15:40.440 ⇒ 00:15:52.870 Robert Tseng: maps the problem, solution, service, then there’s another DM. So, like, I… we just have to spread it out. We can’t have DM be the… be the CTA for every… for every post. That’s what I’m trying to say. So, it does seem like this needs to be…
110 00:15:52.950 ⇒ 00:15:55.699 Robert Tseng: Worked a little bit more, but…
111 00:15:55.980 ⇒ 00:16:00.330 Robert Tseng: Yeah, I guess we can… we can… we can tweak that, because…
112 00:16:00.960 ⇒ 00:16:07.770 Robert Tseng: Right now, I do feel like it default puts DM in everything, and then it suggests other non-DM CTAs, which…
113 00:16:07.870 ⇒ 00:16:13.759 Robert Tseng: I don’t know if that’s the best way to, kind of, surface ideas to you guys, or if we should just…
114 00:16:13.940 ⇒ 00:16:20.730 Robert Tseng: tell it not to use Dubs. But anyway, that’s just, like, a very small detail that we don’t have to really address right now.
115 00:16:21.260 ⇒ 00:16:35.290 Ryan Brosas: Yeah, I think that is useful, if there’s, like, a suggestion, but, yeah, I think this is a really good, CTA. Yeah, I’ll incorporate it, I’m currently using the whole…
116 00:16:35.550 ⇒ 00:16:49.340 Ryan Brosas: DTM, GitHub, or the Vault. Yeah, I’m already revising all the stuff that we have, and we’ll provide the whole stuff again later on.
117 00:16:50.560 ⇒ 00:17:03.289 Robert Tseng: Okay, great, yeah. So obviously, I mean, I only use, like, the same knowledge files that Ryan gave me, and we have a lot more about dbt, so in the future, if we have another dbt campaign, we’ll… we’ll use that. But to me.
118 00:17:03.360 ⇒ 00:17:13.439 Robert Tseng: like, now that this is out, you’re kind of using it to update, kind of, the dbt posts that you have already scheduled, then hopefully I can go back and help Luke, kind of.
119 00:17:13.460 ⇒ 00:17:26.339 Robert Tseng: basically run this on the insurance side once we, look through Ian’s, Ian’s notes. So, yeah, I think that to me is, like, the next step of where I’ll help push. So,
120 00:17:27.400 ⇒ 00:17:28.170 Robert Tseng: Okay.
121 00:17:29.280 ⇒ 00:17:34.210 Robert Tseng: Anything… I know that was, like, a very long-winded way of kind of answering that question.
122 00:17:35.250 ⇒ 00:17:42.489 Luke Scorziell: No, it was helpful. I think… so it’s… it sounds like a new structure, then, is just gonna be used, like.
123 00:17:43.570 ⇒ 00:17:51.420 Luke Scorziell: very campaign-first oriented, so we create a campaign, and then within that campaign, content’s created, Ryan takes the content outlines from that.
124 00:17:51.640 ⇒ 00:17:58.110 Luke Scorziell: And then creates… The different, actual posts, and then we use the design
125 00:17:58.640 ⇒ 00:18:03.430 Luke Scorziell: Versus, like, I feel like before it was a little more… maybe ad hoc, or just everything was, like.
126 00:18:03.650 ⇒ 00:18:09.849 Luke Scorziell: Let’s do content over here, and then, like, we’ll do some campaign content, but this kind of centralizes a lot of stuff.
127 00:18:11.320 ⇒ 00:18:11.830 Robert Tseng: Yeah, yeah.
128 00:18:11.830 ⇒ 00:18:12.380 Luke Scorziell: plans.
129 00:18:12.880 ⇒ 00:18:16.630 Robert Tseng: Yeah, I think that’s… that’s… yeah, that’s the intention I had.
130 00:18:16.760 ⇒ 00:18:22.479 Robert Tseng: like, I think we were probably breaking it off into different chunks, and then…
131 00:18:23.170 ⇒ 00:18:32.549 Robert Tseng: like, yeah, you guys drafted a bunch of content, and then you guys went into the CTA. It just wasn’t, like, all… it wasn’t all integrated into a campaign. So, yeah, I guess…
132 00:18:32.550 ⇒ 00:18:32.950 Luke Scorziell: you know.
133 00:18:32.950 ⇒ 00:18:34.330 Robert Tseng: This is, you know.
134 00:18:34.480 ⇒ 00:18:47.230 Robert Tseng: you know, I observed what you had built, Luke, in the GTM Hub, and how you were trying to centralize everything, so I tried to just, like, put it all in that campaign brief, kind of style. Yeah.
135 00:18:47.670 ⇒ 00:18:48.230 Robert Tseng: Yes.
136 00:18:48.230 ⇒ 00:18:49.289 Luke Scorziell: Oh, that’s great.
137 00:18:50.480 ⇒ 00:18:55.540 Hannah Wang: One thing, I guess, like, for the collateral for each…
138 00:18:55.920 ⇒ 00:19:07.109 Hannah Wang: campaign. Luke, I know we talked about, like, building a agent for helping, basically, get the copy for, like, the one-pager, or the deck, or whatever.
139 00:19:07.790 ⇒ 00:19:12.459 Hannah Wang: collateral we want to create for each campaign, but I think
140 00:19:13.240 ⇒ 00:19:25.979 Hannah Wang: I don’t know if we should loop in Utam or not to help with that, but that’s, like, a huge bottleneck, at least for me, because I spend a lot of time trying to revise the copy, and I feel like.
141 00:19:25.980 ⇒ 00:19:26.380 Robert Tseng: I saw…
142 00:19:26.380 ⇒ 00:19:34.519 Hannah Wang: something here, not just with the carousel, but just, like, the one-pager and what should go on it. Like, I spent way too much time, like.
143 00:19:34.750 ⇒ 00:19:42.110 Hannah Wang: trying to shrink down whatever AI gives us, so if there’s some way that this can
144 00:19:42.220 ⇒ 00:19:46.779 Hannah Wang: Also integrate, like, what we should design, and…
145 00:19:47.230 ⇒ 00:19:53.980 Hannah Wang: just make it faster, because I can’t hand off stuff to Anne or Joe, because I just need to look at the copy, and then I just end up doing it, so…
146 00:19:54.280 ⇒ 00:20:02.790 Robert Tseng: Yeah, let’s pick, like, one or two examples, and we’ll jump on a call, and we’ll do it. I feel like that’s still part of creative process, so I want to help you build that set of…
147 00:20:02.790 ⇒ 00:20:03.490 Hannah Wang: Okay.
148 00:20:03.710 ⇒ 00:20:07.310 Robert Tseng: But yeah, I guess on the carousel side, to me, it’s like.
149 00:20:07.540 ⇒ 00:20:19.830 Robert Tseng: you know, this should be pretty fast to put together, you know, assuming that the text is there, then it’s just, like, you know, text on background, text on background, it’s just… we just push out that carousel, right? So… Yeah, like, all the carousel. Yeah.
150 00:20:20.130 ⇒ 00:20:40.030 Hannah Wang: Sorry, I was just gonna say, all the carousels, at least the content that Ryan gives us, like, it’s super easy for Anne to make it. Like, I don’t really touch any of the carousel stuff, because it’s pretty straightforward, it’s just, like, the more technical, comprehensive, like, this is the one-pager, this is, like, the deck, this is whatever, like, the bigger assets.
151 00:20:40.080 ⇒ 00:20:40.810 Hannah Wang: are harder.
152 00:20:41.460 ⇒ 00:20:51.520 Robert Tseng: Yeah, so let’s definitely take some time to map that out. Like, I know the non-DMCTA says suggest, like, we may not actually be able to put all… like, let’s just kind of, one by one, like.
153 00:20:51.630 ⇒ 00:21:08.470 Robert Tseng: six things we actually check in the dbt audit we deliver. Like, yeah, I feel like that could… we could easily come up with the copy there, like, in terms… you know, pick off some of the early conversations that… when we have enough transcripts on, like, dbt service work that we do, we should be able to pick that off, and then that just becomes, like, a…
154 00:21:08.490 ⇒ 00:21:23.300 Robert Tseng: single one-pager, but yeah, so, like, I think that’s… that one seems low-lift. This one is, like, probably harder, because this is, like, to me, taking just, like, a six-point checklist and turning it into, like, a full-on Notion doc.
155 00:21:23.340 ⇒ 00:21:30.239 Robert Tseng: kind of in an outline format still, maybe similar to something I’ve shown Luke before, but… let’s see if I have it…
156 00:21:31.110 ⇒ 00:21:38.560 Robert Tseng: Like, this, to me is, like, maybe, like, good enough for…
157 00:21:43.450 ⇒ 00:21:58.190 Robert Tseng: Yeah, I mean, yeah, it’s a bit longer form, but, like, I mean, still, this is just, like, it looks like an SOP, just, like, with a lot of details stripped out. So, like, that to me counts as, like… like, that’s probably the length and, like, level that we need for a…
158 00:21:58.300 ⇒ 00:22:00.919 Robert Tseng: a, downloadable,
159 00:22:01.480 ⇒ 00:22:09.999 Robert Tseng: And then, like, custom booking links and stuff, like, we don’t necessarily have to worry about that. I think we could just use our same one. So, yeah, I guess we just have to figure out, like.
160 00:22:10.200 ⇒ 00:22:21.910 Robert Tseng: for non-DM CTA… non-DM us CTAs, like, what’s the level of effort to, like, build out each of these assets? Like, how do we… how do we, like, make those… make those things faster?
161 00:22:21.950 ⇒ 00:22:31.210 Robert Tseng: Because you’re right, sometimes it’ll be a one-pager, sometimes it’s a deck, sometimes it could be… yeah, it could be… it could be other things. Let’s just, like, try to map out what all those are, what those are.
162 00:22:31.680 ⇒ 00:22:40.679 Hannah Wang: Yeah, because right now, I think we’re defaulting to every service should have a one-pager and a deck, but I feel like we’re not even using the deck, so I’m like…
163 00:22:40.680 ⇒ 00:22:43.000 Robert Tseng: I think that’s overkill, so we don’t need to do that, yeah.
164 00:22:43.000 ⇒ 00:23:02.159 Hannah Wang: Yeah, so I think… thank you for centralizing this, because I think it’ll just help hash out everything that we need from the beginning, and then we can just ticket it out. Versus, I think a lot of stuff has been, like, ad hoc before, and then we’re, like, scrambling to get something together, and then we end up not even using it.
165 00:23:02.490 ⇒ 00:23:09.649 Hannah Wang: So yeah, kind of echoing what Luke said about… Thank you for centralizing everything.
166 00:23:09.650 ⇒ 00:23:10.290 Robert Tseng: Yeah.
167 00:23:10.570 ⇒ 00:23:27.340 Robert Tseng: I mean, I think Luke, keeping this in Notion was fine. I think it just felt like every campaign page was slightly different, there wasn’t a standardized template, and I think when you start from Notion templates, it just takes too long to fill out, especially when you start nesting everything in dropdowns. So, I, you know, I guess the biggest shift is, like.
168 00:23:27.840 ⇒ 00:23:43.779 Robert Tseng: the structure is in Brainforge vault. Let cursor spit out structure every time. I personally think it’s easier to throw it into Google Doc, because then we can comment and tag each other. And then once it’s done, if you want to, like, the final version, you move it into your Notion.
169 00:23:44.010 ⇒ 00:23:54.709 Robert Tseng: that’s fine. Like, I feel like I… I think Notion does look cleaner and whatever, like, so I… yeah, that’s… that’s how I envision it, kind of, by the time it ends up in Luth’s…
170 00:23:54.710 ⇒ 00:24:04.779 Robert Tseng: database, or wherever he puts it in Notion, like, that should be… that should be, like, live. But when we’re drafting and just, like, changing things up, like, I personally…
171 00:24:05.030 ⇒ 00:24:15.600 Robert Tseng: prefer a Google Doc, but if you guys want to use Notion, like, I’m happy to do it there instead. I just… I just think that this has been easier for me. So.
172 00:24:15.770 ⇒ 00:24:21.960 Luke Scorziell: I think… I think I like that idea, because that’s kind of what I was struggling with, too, yesterday, is, like, even when you were…
173 00:24:22.140 ⇒ 00:24:34.059 Luke Scorziell: in the video that you did, it was like I was trying to use another brief to outline the next brief, but then I was like, I need to make changes, and so I think as soon as you sent this, I was like, oh, this is, like, exactly what I was…
174 00:24:34.450 ⇒ 00:24:45.140 Luke Scorziell: kind of looking for, and then with… with the whole Notion Hub for me, it… like, at some point, it was called Luke’s Personal Things, so I wasn’t even… but then, I think,
175 00:24:45.680 ⇒ 00:24:51.609 Luke Scorziell: Fishu and, Eliza wanted to look at it, and then I think… yeah, so it turned into something, but
176 00:24:52.100 ⇒ 00:24:53.950 Luke Scorziell: Yeah, I think, and they’re…
177 00:24:54.060 ⇒ 00:25:04.399 Luke Scorziell: It’s just maybe for me, having a high level. So if this gives me, like, a high-level viewpoint of, like, these are the campaigns we’re running, these are the pieces of content that we’re doing, like, that works too, but, you know,
178 00:25:05.520 ⇒ 00:25:11.690 Luke Scorziell: So, yeah, I’m totally down to use this as, like, the… and just the final versions in Notion.
179 00:25:12.630 ⇒ 00:25:24.970 Robert Tseng: Yeah, last thing I’ll say on the Notion piece is, so, like, I’m not discouraging people from creating their own Notions, like, I think what Notion’s good at is it’s good at creating a workspace, so if you need to see it in a certain view, you customize it for yourself.
180 00:25:25.020 ⇒ 00:25:36.090 Robert Tseng: Google Docs don’t do that. All you can do is… we have folders, and we have docs. So, it’s just… you can see it already gets quite messy, and it’s not good for, like, organizing a workspace.
181 00:25:36.090 ⇒ 00:25:46.190 Robert Tseng: But what I do think that it’s good at is once you have individual files, I think collaboration is easier in the Google kind of environment, which is, you know, spreadsheets, whatever, docs, whatever, so…
182 00:25:46.240 ⇒ 00:25:58.860 Robert Tseng: I think that happens. It’s unfortunate that these things are not all synced yet, but, I mean, I think that’s… that’s the way that I frame it in my mind, where, like, collaboration in Notion is actually quite difficult. I think just…
183 00:25:59.170 ⇒ 00:26:19.099 Robert Tseng: comments are hidden, like, when you’re creating new docs, you never really know the lineage, like, it’s just a lot of stuff that just, like, kinda… but once you have something that’s clean, that’s, like, SOP-ready for people to review, then I do think that, like, having it in Notion works. So, you guys build the system that you need there, like, don’t overdo it, like, in the sense of, like.
184 00:26:19.100 ⇒ 00:26:30.429 Robert Tseng: feeling like you need to build it for someone else, like, just build it for whatever, like, helps you stay organized on your… on your work. But then, yeah, like, I… I saw… you know, I… I would… I just…
185 00:26:30.470 ⇒ 00:26:33.040 Robert Tseng: If there was any confusion about, like.
186 00:26:33.150 ⇒ 00:26:40.090 Robert Tseng: I don’t want to stop you from, you know, doing what works for you, is basically what I’m trying to say.
187 00:26:41.000 ⇒ 00:26:44.179 Luke Scorziell: For sure. No, but I mean, I think this is…
188 00:26:44.340 ⇒ 00:26:47.909 Luke Scorziell: This is really helpful, the cursor thing, so…
189 00:26:48.290 ⇒ 00:26:51.870 Luke Scorziell: I think we’re all moving in the same direction with the same goal.
190 00:26:52.500 ⇒ 00:26:54.210 Luke Scorziell: Cool.
191 00:26:54.720 ⇒ 00:26:58.440 Robert Tseng: Yeah, okay. Other than that, yeah, I guess…
192 00:26:58.730 ⇒ 00:27:02.800 Robert Tseng: I’m gonna just… any… anything else that we need to call out from…
193 00:27:05.310 ⇒ 00:27:12.740 Luke Scorziell: Just the insurance campaign and the DBT campaign, I had Rico, the companies that we added were from
194 00:27:13.230 ⇒ 00:27:15.310 Luke Scorziell: Like, people hiring.
195 00:27:15.310 ⇒ 00:27:16.280 Robert Tseng: Okay. So…
196 00:27:16.680 ⇒ 00:27:18.100 Luke Scorziell: So I’ll just have…
197 00:27:18.700 ⇒ 00:27:29.529 Luke Scorziell: and they were LA, Austin, and New York, and I think we got, like, up to 15, maybe? Right, yeah. So, now that we have the messaging, I’ll have them do that, and then I could make either a…
198 00:27:29.730 ⇒ 00:27:35.260 Luke Scorziell: Probably don’t need to make a separate brief, but if we add from that list that you suggested on the event side.
199 00:27:35.370 ⇒ 00:27:39.820 Luke Scorziell: it might not, like… I mean, maybe the hiring thing would still be relevant to them.
200 00:27:40.760 ⇒ 00:27:50.620 Robert Tseng: Yeah, the event was just for the DBT one. Yeah, I got… I don’t know what the insurance event is, so I… or I don’t know what a good insurance event would be, so.
201 00:27:50.620 ⇒ 00:27:58.020 Luke Scorziell: Yeah, I’ll look at the notes first. So those are the two things that I have… or, is get those two to the point where we can start adding.
202 00:27:58.190 ⇒ 00:27:59.730 Luke Scorziell: And then,
203 00:27:59.890 ⇒ 00:28:08.279 Luke Scorziell: And then work with Anna on getting lead magnets done for… for both of them. And maybe we can just switch from doing a designed one-pager to just…
204 00:28:08.780 ⇒ 00:28:10.230 Luke Scorziell: Having the mission.
205 00:28:10.700 ⇒ 00:28:13.040 Luke Scorziell: Or, like, a little, like, Notion landing page.
206 00:28:15.600 ⇒ 00:28:17.539 Robert Tseng: Yeah, I mean, I’m fine with that for now.
207 00:28:17.950 ⇒ 00:28:23.580 Robert Tseng: Until… until we, like, have… Set up so that it’s easier to, kind of.
208 00:28:23.780 ⇒ 00:28:37.869 Robert Tseng: like, design shouldn’t be the bottleneck at that point. So, once, like, the content in the one-pager is consistent, and then we move it over to, like, a reinforced design, like, that’s fine. Like, I think that that works.
209 00:28:39.490 ⇒ 00:28:51.629 Hannah Wang: I mean, the design’s, like, basically there. Well, in my opinion, like, what I sent you, Luke, yesterday. So we can still use that. We can talk more when we sync, but…
210 00:28:51.680 ⇒ 00:29:08.469 Hannah Wang: Yeah, either way, whatever’s, like, the fastest, and then we can just, like, send it out and start tracking stuff, just because I feel like we have a lot of stuff, we just don’t put it out there, because we’re kind of stuck in that limbo of, like, finalizing and whatnot, but yeah, we can talk about it.
211 00:29:09.400 ⇒ 00:29:10.780 Luke Scorziell: Okay, sweet.
212 00:29:12.280 ⇒ 00:29:15.679 Robert Tseng: Okay, cool. Alright, well, thanks everyone.
213 00:29:16.340 ⇒ 00:29:17.260 Luke Scorziell: Thank you.
214 00:29:17.260 ⇒ 00:29:18.860 Robert Tseng: Thank you. Bye.