Meeting Title: [Eden] Daily Standup Date: 2025-04-07 Meeting participants: Aakash Tandel, Mitesh Patel, Demilade Agboola, Robert Tseng, Josh, Rob


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1 00:01:24.090 00:01:25.049 Robert Tseng: Hey! Gosh!

2 00:01:36.340 00:01:37.350 Aakash Tandel: Hey? How’s it going.

3 00:01:39.850 00:01:45.495 Robert Tseng: Good I’m still in the la this week, so early mornings.

4 00:01:45.930 00:01:48.180 Aakash Tandel: Yeah, it’s what? 7? There, yeah.

5 00:01:48.180 00:01:49.269 Robert Tseng: 7, 30.

6 00:01:51.910 00:01:56.681 Aakash Tandel: Dang. I can’t believe Amber gets up and starts with 6, 30 or whatever it’s crazy.

7 00:01:56.980 00:02:08.580 Aakash Tandel: Yeah, that’s I think I was telling Annie, I was like you guys should work out a different time for your ABC. Stand up because that’s like at 9 30 Eastern. I think.

8 00:02:08.580 00:02:09.380 Robert Tseng: Oh, yeah.

9 00:02:09.380 00:02:11.380 Aakash Tandel: That’s like that’s pretty gnarly.

10 00:02:11.380 00:02:12.770 Robert Tseng: Yeah, it’s brutal.

11 00:02:12.940 00:02:18.340 Robert Tseng: Yeah. But I’m I’m I’m just not used to it yet, so I’m sure they can get used to it.

12 00:02:19.310 00:02:20.320 Aakash Tandel: Yeah, that’s fair.

13 00:02:20.320 00:02:20.740 Robert Tseng: Okay.

14 00:02:20.993 00:02:24.790 Aakash Tandel: How do you want to run this? Stand up? I’m not sure if we should

15 00:02:26.340 00:02:30.350 Aakash Tandel: do it differently, just because of like the kind of swirl that happened last week.

16 00:02:30.640 00:02:37.179 Robert Tseng: Yeah, I think we gotta do it a little bit different. I mean, I think

17 00:02:37.760 00:02:42.789 Robert Tseng: either Matash or Josh is gonna just wanna come in and say their piece.

18 00:02:43.020 00:02:48.409 Robert Tseng: And then we’re not. Gonna yeah. I kind of feel like any like

19 00:02:53.350 00:03:01.116 Robert Tseng: any stuff that we need to hash out like that doesn’t require them. We kinda need to do it like separately. I feel like

20 00:03:02.540 00:03:03.740 Robert Tseng: I

21 00:03:06.670 00:03:18.216 Robert Tseng: like, I think it’s still good to kind of show like what’s in what’s in cycle and like, kind of talk through high like every time. We always gotta like reference from a project level where we’re at

22 00:03:18.750 00:03:20.549 Robert Tseng: And then, like.

23 00:03:24.050 00:03:36.339 Robert Tseng: yeah, I mean, they’re gonna look at the priorities and kind of that’s good to give them visibility into what is what we’re actively working on. But then they’re gonna obviously talk about some of the things that

24 00:03:36.700 00:03:42.620 Robert Tseng: broke and what they’re waiting on. I mean, the marketing dashboard is probably

25 00:03:43.100 00:03:52.150 Robert Tseng: the the main thing. They’re gonna want to know if that fix was patched. And I guess that one has been. And then Natasha is gonna want to know the progress on the marketing dash.

26 00:03:55.880 00:03:58.359 Robert Tseng: Yeah. So I’m trying to like.

27 00:04:00.070 00:04:09.744 Robert Tseng: I know, we haven’t gone through Josh’s spreadsheet yet, and really like built out a bigger backlog, which is fine. I don’t think that’s the most urgent thing.

28 00:04:10.090 00:04:10.590 Aakash Tandel: Yeah.

29 00:04:10.590 00:04:19.050 Robert Tseng: I think before the call. I just wanna make sure I know what I’m gonna say or what we can say to Mattesh is kind of what I’m

30 00:04:19.769 00:04:26.680 Robert Tseng: hoping for. Yeah, cause it’s not super clear to me where we’re at on the marketing dash, either.

31 00:04:28.120 00:04:29.433 Aakash Tandel: Yeah can.

32 00:04:30.840 00:04:32.390 Aakash Tandel: So this is gonna be

33 00:04:33.300 00:04:43.754 Aakash Tandel: let’s see, it’s gonna be Sahana joining. No, okay. Well, no one’s answered. Everyone’s worried about saying, they’re gonna join this one. Okay,

34 00:04:44.890 00:04:47.900 Aakash Tandel: do you want to run me through?

35 00:04:49.770 00:04:53.520 Aakash Tandel: Kind of the, I guess the main issues that we saw last week.

36 00:04:54.832 00:04:58.848 Robert Tseng: Yeah, I mean, the main thing was basically,

37 00:05:03.290 00:05:13.419 Robert Tseng: yeah, we we needed to exclude some orders from the way we were measuring attribution. They have a partner called the offer.

38 00:05:14.277 00:05:17.970 Robert Tseng: It’s just like a publishing network that

39 00:05:19.310 00:05:24.020 Robert Tseng: I guess features like top 10 lists, or whatever. So and that was

40 00:05:24.460 00:05:27.450 Robert Tseng: that was something that was being

41 00:05:28.650 00:05:33.680 Robert Tseng: that’s a partnership that they’ve been working on. That needed us to.

42 00:05:34.590 00:05:37.160 Robert Tseng: Sorry. I’m just gonna turn off my notifications

43 00:05:42.760 00:05:51.669 Robert Tseng: needed us to basically include or exclude from the way we were tracking the way that we were doing attribution.

44 00:05:52.680 00:06:01.149 Robert Tseng: The the fix was pretty simple. It was just like exclude 1st Utm source equals the offer. But

45 00:06:01.470 00:06:11.519 Robert Tseng: I guess when Awaish pushed, made the Pr. He also excluded all the orders that didn’t have this source. So we basically over filtered.

46 00:06:11.710 00:06:18.679 Robert Tseng: And that changed a lot like 90% of the orders that were filtered out were not.

47 00:06:19.040 00:06:21.460 Robert Tseng: They were not from the offer. They were just

48 00:06:22.030 00:06:24.740 Robert Tseng: orders that didn’t have a source which

49 00:06:26.800 00:06:32.430 Robert Tseng: I mean is a separate issue. And but anyway, it’s just yeah. So

50 00:06:32.770 00:06:36.180 Robert Tseng: from Mattesha’s perspective, it’s like, Hey, like

51 00:06:36.580 00:06:42.730 Robert Tseng: the cost to acquire a customer just like doubled in price, like what happened. So

52 00:06:43.110 00:06:53.329 Robert Tseng: I tried to defend oasis work, because that’s what I default to doing. But then I looked into it, took me a while to figure out like what really went wrong. And it was really just like a

53 00:06:53.940 00:06:58.369 Robert Tseng: a simple filter like that. He didn’t implement correctly.

54 00:06:59.010 00:07:02.200 Aakash Tandel: So that was on the marketing dashboard.

55 00:07:02.740 00:07:04.050 Aakash Tandel: The work in progress one.

56 00:07:06.970 00:07:11.410 Robert Tseng: Is this, for I mean, it impacts everything marketing related.

57 00:07:13.260 00:07:24.110 Robert Tseng: It cause it impacted the product sales summary by transaction model, and that powers anything that we do marketing. So every marketing related report was broken. After that I could just.

58 00:07:24.110 00:07:24.669 Aakash Tandel: I see.

59 00:07:24.670 00:07:26.330 Robert Tseng: Yeah, okay, the

60 00:07:27.220 00:07:46.580 Robert Tseng: Ltv Ncac ratios were off. And like, I mean, every everything like Ltv was off and was off like, yeah. So like every paid marketing metric was was off, and so they just didn’t use it. And they just went back to the old stuff

61 00:07:46.890 00:07:52.100 Robert Tseng: when they’re in the leadership sync. So it was just like bad timing. It all just happened like right.

62 00:07:52.510 00:08:06.006 Robert Tseng: as they were doing their Quarterly Review, and they were supposed to be using the reports we built, and because of that none of the leaders used our none of the leaders use tableau reports, and so Josh was pretty upset by that.

63 00:08:07.380 00:08:17.129 Robert Tseng: yeah, it was. Yeah. We just pushed like a bad pr, it’s kind of what it is. And it was just came at the wrong. It came at the worst time.

64 00:08:17.770 00:08:19.020 Aakash Tandel: Yeah, yeah.

65 00:08:19.270 00:08:19.810 Robert Tseng: Yeah.

66 00:08:20.520 00:08:25.060 Aakash Tandel: Okay. Yeah.

67 00:08:28.100 00:08:29.970 Aakash Tandel: it’s hard to.

68 00:08:30.600 00:08:33.210 Aakash Tandel: Yeah. I don’t know what the

69 00:08:34.520 00:08:39.389 Aakash Tandel: and the solution for that is like. Obviously, we’ll be more careful about Prs moving forward. But

70 00:08:42.220 00:08:44.160 Aakash Tandel: yeah, I don’t know. Like.

71 00:08:49.410 00:08:55.713 Robert Tseng: I think it goes back to something you were saying before, where, like the way that we work is still so siloed.

72 00:08:57.970 00:09:01.109 Robert Tseng: yeah, like. I think people kind of take on.

73 00:09:04.080 00:09:05.840 Robert Tseng: There’s a lot of hand, I mean.

74 00:09:07.370 00:09:18.649 Robert Tseng: like a wish. I just kind of trust him to do anything marketing, modeling. And then Dave Mulatta has been taking on anything that’s been new, like Sahana, like just

75 00:09:18.760 00:09:23.899 Robert Tseng: doesn’t never Qa’s her own work. She just wants everything to be clean and handed to her.

76 00:09:24.482 00:09:28.930 Robert Tseng: Like, yeah, there’s just like certain people have different preferences for, like how

77 00:09:29.150 00:09:35.819 Robert Tseng: they they’re working. And it’s it’s just not like, I think we’re just missing some stuff in translation, like.

78 00:09:36.250 00:09:43.679 Robert Tseng: yeah, I’ve reviewed the Pr that I wish pushed. I just didn’t really look into it too much, but he also had, you know, did a lot of review it.

79 00:09:45.800 00:09:47.740 Robert Tseng: I don’t know, like I feel like people

80 00:09:49.550 00:10:01.630 Robert Tseng: like I feel like I’m the only one on the team that has like a sense. For, like whether or not something is on or off or not. People just kind of push push whatever, based on what we just what we define.

81 00:10:01.790 00:10:08.609 Robert Tseng: And yeah, like, no one seems to like, be

82 00:10:08.720 00:10:13.059 Robert Tseng: like, care if it’s like, Oh, yeah, hey? By the way like this number doubled.

83 00:10:13.470 00:10:20.539 Robert Tseng: It’s like, maybe that’s a maybe that’s a problem. We should. We should think about it and just just push the change, anyway. And just like.

84 00:10:20.870 00:10:21.240 Aakash Tandel: Yeah.

85 00:10:21.240 00:10:22.939 Robert Tseng: I I don’t. I don’t know like it’s

86 00:10:23.960 00:10:31.829 Robert Tseng: I. I don’t really know how to get around that other than like I was hoping by having

87 00:10:32.170 00:10:40.840 Robert Tseng: the des like more locked in that they would have that figured out. And yeah, I mean, not every Pr is gonna be good like we pushed.

88 00:10:41.700 00:10:48.150 Robert Tseng: I mean it. It was just bad timing, too. We shouldn’t have pushed something like the day before

89 00:10:48.330 00:10:59.150 Robert Tseng: the review, because I wasn’t really paying attention too much to the Prs and stuff at that point. So I don’t know there’s there’s there’s a few different things. I’m I’m not really sure

90 00:11:00.306 00:11:03.639 Robert Tseng: I kinda wanna put it on the

91 00:11:05.040 00:11:11.290 Robert Tseng: I mean, whoever is making the dashboard needs to kind of know, like what the data should look like. So I think that’s kind of

92 00:11:11.860 00:11:16.537 Robert Tseng: like I feel like it’s definitely on the analysts to kind of know the know that

93 00:11:17.050 00:11:22.008 Robert Tseng: what what it should look like better than the Des, because they’re not the ones talking to the clients.

94 00:11:22.620 00:11:22.990 Aakash Tandel: Yeah.

95 00:11:22.990 00:11:26.839 Robert Tseng: But yeah, I don’t know. That’s just my some thoughts.

96 00:11:28.410 00:11:32.590 Aakash Tandel: Yeah, I’m I’m wondering if we do like about a

97 00:11:33.090 00:11:45.877 Aakash Tandel: dashboard by dashboard like Walkthrough of like. Here’s the data that we get raw. Here’s our modifications. Here’s what we’re seeing in the dashboard.

98 00:11:47.000 00:11:50.960 Aakash Tandel: like, almost like internally, to Qa. Our work

99 00:11:51.170 00:11:57.140 Aakash Tandel: at least, the stuff that’s in like like that’s ready for the client, because I feel like we don’t

100 00:11:57.520 00:12:06.669 Aakash Tandel: all have an understanding of that. And yeah, I feel like a lot of it’s on the I mean the front end, the dashboarding stuff.

101 00:12:06.930 00:12:10.430 Aakash Tandel: It’s just a visualization layer, right? I mean, if we’re not, we shouldn’t be

102 00:12:10.670 00:12:18.310 Aakash Tandel: a ton of stuff there to modify the data. But if, like, you know, if you see something that’s like, Hey, that should be.

103 00:12:18.410 00:12:23.049 Aakash Tandel: or that’s like wrong. Or you know, some number that’s kind of crazy like we should be able to catch it

104 00:12:23.220 00:12:29.033 Aakash Tandel: there. But yeah, like you said, I don’t know that the analyze engineers are gonna be able to catch that

105 00:12:30.810 00:12:57.669 Robert Tseng: Yeah, all I can really do is kind of help them to set up tests. So I’m gonna I’ve promised some tests that maybe there is haven’t set up yet, but it’s like, if we push any change that hits like that changes Ltv. Or Cac. By like more than 10%. We should be firing an alert, and that should trigger a second check like something like that, like it’s just like we should do that just to make sure that we’re paying extra attention. If we’re

106 00:12:57.890 00:13:04.899 Robert Tseng: doing anything that impacts like in really important metric that they’re always looking at.

107 00:13:05.775 00:13:10.279 Robert Tseng: So that’s like what we can do with the Aes proactively. But

108 00:13:11.640 00:13:22.900 Robert Tseng: yeah, I mean, I also did promise that, like, we would record a video of every report. And I’m kind of like, yeah, like, I, I need to do that like, I need to go and like loom every every dashboard and

109 00:13:26.480 00:13:37.910 Robert Tseng: kind of walk through what you just described, like, where the data is coming from, what we’re doing like, give some business context behind it. Like, if that’s what I have to do like. Let’s I’ll do that but.

110 00:13:39.790 00:13:41.920 Aakash Tandel: Okay, yeah, yeah.

111 00:13:46.750 00:13:50.089 Aakash Tandel: yeah, I feel like a lot of this is like.

112 00:13:51.170 00:13:56.410 Aakash Tandel: and the system that we’ve built is not that like

113 00:13:56.620 00:14:06.639 Aakash Tandel: conceptually, it’s not that crazy. For, like I think, for a lot of clients, understand. But technically, there’s a lot that goes into these things that they they just don’t understand the complexity to

114 00:14:08.680 00:14:15.710 Aakash Tandel: So I get that they’re probably like this should be easier or whatever but yeah, okay,

115 00:14:18.190 00:14:23.177 Aakash Tandel: I’m gonna be right back I’m gonna take. I need to restroom and grab some coffee before this meeting.

116 00:14:23.440 00:14:24.310 Robert Tseng: Yeah. No worries.

117 00:14:25.000 00:14:26.140 Aakash Tandel: Yeah, I think.

118 00:14:26.700 00:14:34.560 Aakash Tandel: yeah, we’ll we’ll let them talk. I think I’ll I’ll send a message right now before I do that, just to the team and be like, hey? By the way, we might not be doing standard updates.

119 00:14:36.120 00:14:36.700 Robert Tseng: Okay.

120 00:14:37.260 00:14:45.619 Robert Tseng: yeah, I I don’t mind running it, especially for this one. If they’re gonna be directing a lot of stuff towards me, I’ll probably end up having to jump in and stuff. So. But yeah.

121 00:14:45.860 00:14:46.779 Aakash Tandel: That sounds good.

122 00:14:46.940 00:14:50.669 Robert Tseng: Okay. Alright, I’ll I’ll I’ll be. I’ll just stay on. But I’ll I’ll see you soon.

123 00:14:50.820 00:14:51.650 Aakash Tandel: Yep. Sounds good.

124 00:25:25.360 00:25:26.640 Aakash Tandel: hey? Everyone.

125 00:25:28.840 00:25:30.090 Robert Tseng: Hey? Morning, everyone.

126 00:25:31.960 00:25:32.959 rob: Oh, my God!

127 00:25:38.550 00:25:39.810 Mitesh Patel: What’s going on?

128 00:25:50.830 00:25:52.190 Mitesh Patel: How’s everybody’s weekend.

129 00:25:56.340 00:25:57.030 Robert Tseng: Good.

130 00:25:59.410 00:26:01.737 Aakash Tandel: Robert’s still in la, which is fun.

131 00:26:02.330 00:26:05.340 Robert Tseng: Yeah, I’m in la for a week. And then.

132 00:26:05.740 00:26:07.559 Robert Tseng: yeah, so it’s just a little.

133 00:26:07.560 00:26:08.779 Mitesh Patel: Supposed to be time off.

134 00:26:09.951 00:26:11.909 Robert Tseng: No, not time off, for

135 00:26:12.230 00:26:14.679 Robert Tseng: we have. Well, some of our team is here, so.

136 00:26:14.680 00:26:15.700 Mitesh Patel: Oh, okay. Okay. Yeah.

137 00:26:15.850 00:26:17.180 Robert Tseng: Where it’s like kind of

138 00:26:17.490 00:26:23.479 Robert Tseng: doing some of an not really an off site. But we’re gonna spend some in person time together.

139 00:26:23.870 00:26:26.852 Mitesh Patel: Cool, cool let me.

140 00:26:29.390 00:26:40.220 Mitesh Patel: So I don’t. You know I’m starting to join these for the sort of the marketing discussions. But what I want and and needs. But I will show you.

141 00:26:40.670 00:26:50.250 Mitesh Patel: Look, you know I I don’t know. This is the 1st time I’m joining this regular meeting. I don’t know what the rest of your agenda is, so I don’t, you know. Maybe get started on that. I have a couple of things to discuss.

142 00:26:50.800 00:27:06.119 Robert Tseng: Yeah, it’s good. We can hear your kind of your what you want to tee up first.st We have, like, we usually go through our tickets and do some group like, kind of us planning and assignment here. But we kinda wanna obviously wanna hear what you have to say. So.

143 00:27:06.120 00:27:07.752 Mitesh Patel: Alright, so 1st thing

144 00:27:08.670 00:27:20.829 Mitesh Patel: Was the tableau I haven’t checked. But was the board up? Was that Roas and Ncac. Dashboard updated after that Friday meeting?

145 00:27:21.200 00:27:22.939 Robert Tseng: Yeah, that should be fixed. Now.

146 00:27:22.940 00:27:28.850 Mitesh Patel: Okay, I’m gonna look. I’m gonna I haven’t looked yet. Now, we’re filtering

147 00:27:29.662 00:27:34.630 Mitesh Patel: out of that. We’re filtering the offer orders

148 00:27:35.070 00:27:40.079 Mitesh Patel: right? That needs to be done only for

149 00:27:40.280 00:27:51.709 Mitesh Patel: shit. We’re still at 6, 34. But we we need to make sure that that we’re not filtering orders kind of on an ongoing basis. There was a while there in the window, and Rob can help us with that window

150 00:27:51.870 00:28:01.950 Mitesh Patel: where we were. You know we weren’t. We were losing the offers, tracking pixels that’s been corrected.

151 00:28:02.830 00:28:09.439 Mitesh Patel: So it’s only during that window when we were stripping their tracking

152 00:28:10.758 00:28:16.129 Mitesh Patel: parameters that we should be crediting sales back to the offer.

153 00:28:16.260 00:28:18.470 Mitesh Patel: It’s not an ongoing thing.

154 00:28:19.180 00:28:27.879 rob: Ash. It actually is. And I mean, there are a lot of factors that account for that. But really it’s just that it

155 00:28:28.170 00:28:44.269 rob: it. Probably if we did this with any source we would see it. What Cutter wanted me to do was to take any session where the 1st time, or any sale where the 1st time we saw that user was the offer and attribute it to the offer.

156 00:28:44.390 00:28:47.560 rob: And that does continue to happen. I mean every day.

157 00:28:47.900 00:28:49.580 rob: but I don’t think there should be.

158 00:28:49.580 00:28:50.600 Mitesh Patel: It doesn’t seem right.

159 00:28:50.600 00:28:54.720 rob: In fact, we feel like it’s a tiny volume.

160 00:28:55.900 00:28:59.330 Mitesh Patel: No, it’s gonna it’s gonna grow man. Because

161 00:28:59.610 00:29:03.870 Mitesh Patel: and and 1st touch should not, you know. Look.

162 00:29:04.980 00:29:10.570 Mitesh Patel: if we’re using 1st touch to pay offer.

163 00:29:11.200 00:29:16.870 Mitesh Patel: That’s fine, right? But that’s being tracked by their conversion. Pixel. Now.

164 00:29:18.290 00:29:20.045 rob: Verify that with

165 00:29:21.200 00:29:27.810 rob: Well, yeah, I I guess I don’t know that I’m not comparing it to their numbers, because I don’t have access to that.

166 00:29:27.990 00:29:34.679 rob: I’m just showing that when we get a sale, what we had attributed the 1st touch

167 00:29:34.870 00:29:45.160 rob: quite often was not the offer. Where, if we dig down into that anonymous id through segment. It it was. The offer was the 1st touch.

168 00:29:46.150 00:29:48.810 Mitesh Patel: How that lines up with their numbers I don’t know.

169 00:29:49.000 00:29:51.639 Mitesh Patel: Yeah, the challenge is rest of the okay.

170 00:29:51.800 00:29:56.610 Mitesh Patel: So how do we handle this from an Ncac

171 00:29:58.910 00:30:06.219 Mitesh Patel: calculation perspective, right? Because if we start looking at 1st touch for any other channel.

172 00:30:07.130 00:30:09.100 Mitesh Patel: we’re we’re going to get clobbered.

173 00:30:09.310 00:30:12.809 Mitesh Patel: I think the Ncac. Should be based on last touch

174 00:30:14.690 00:30:24.510 Mitesh Patel: payments can be, you know, because we pay Google 30 day attribution, right? Data driven right? So if someone clicked on a Google link.

175 00:30:24.630 00:30:30.479 Mitesh Patel: And and we pay, I guess, because we pay them. But then, to take the credit away

176 00:30:31.050 00:30:33.950 Mitesh Patel: from a paid channel. It it’s

177 00:30:36.750 00:30:41.030 Mitesh Patel: I don’t know. I got to discuss. We got to discuss this with Josh. I think.

178 00:30:41.030 00:30:48.570 rob: Yeah, Josh and Cutter and Robert probably has better insight into this than me, cause that is business decision you guys need to make. But.

179 00:30:51.670 00:30:58.080 Mitesh Patel: I mean, I understand we’re we’re paying the offer for it.

180 00:30:58.440 00:31:01.490 Mitesh Patel: But then to filter out that revenue

181 00:31:02.490 00:31:07.779 Mitesh Patel: for the paid channels just doesn’t make sense to me because we’re not filtering out its spend.

182 00:31:12.090 00:31:12.800 Mitesh Patel: Robert, what do you.

183 00:31:12.800 00:31:14.199 Robert Tseng: Yeah, it just looks like we’re losing revenue.

184 00:31:14.200 00:31:15.600 Mitesh Patel: Do you see what I’m saying?

185 00:31:15.600 00:31:16.190 Robert Tseng: Yeah.

186 00:31:19.680 00:31:22.160 Robert Tseng: I mean, I guess to Rob’s point, it’s like, not.

187 00:31:23.300 00:31:29.730 Robert Tseng: I think it’s it’s few few orders like what it was like less than 50 in the past. What? 30 days or something?

188 00:31:32.490 00:31:41.779 Robert Tseng: but yeah, I mean, it’ll just basically lower the revenue. They lower the attributed revenue in this like view, and therefore your your incomes be impacted by that.

189 00:31:42.340 00:31:43.190 Mitesh Patel: Yeah.

190 00:31:44.070 00:31:52.850 Mitesh Patel: see, my concern is not like, Oh, are we hitting the goal? My concern is ncac. Numbers like this is going to lead us to make

191 00:31:53.640 00:32:00.330 Mitesh Patel: sort of decision that you know, scaling back or scaling down decisions unpaid.

192 00:32:01.980 00:32:06.490 Mitesh Patel: And it’s all based on how we’re interpreting this.

193 00:32:07.340 00:32:10.240 Mitesh Patel: I don’t want us to make the wrong decision

194 00:32:10.920 00:32:16.440 Mitesh Patel: because of the way we’re attributing some sales to 1st touch and others to last touch.

195 00:32:20.610 00:32:23.800 rob: Yeah, I agree we should be consistent with how we’re doing that

196 00:32:24.750 00:32:35.740 rob: again. I think it’s Cutter that I don’t know. Maybe it’s Josh. But I get the impression. It’s Cutter more than any anybody pushing for that, and I don’t exactly know what’s behind that decision.

197 00:32:35.740 00:32:42.529 Mitesh Patel: Yeah, alright. I think we gotta discuss that with Cutter on the call. Alright. Let’s not so.

198 00:32:44.630 00:32:48.100 Mitesh Patel: Yeah, Robert, what are your thoughts on that. What I just meant what I just described

199 00:32:48.340 00:32:53.979 Mitesh Patel: is this the right way? Or is this going to be leading us down the wrong path in terms of investment decisions?

200 00:32:54.430 00:33:04.930 Robert Tseng: Yeah. Well, I mean, obviously, we got pressure from above to apply this like first.st first, st utm kind of adjustment for the offer. I mean.

201 00:33:05.050 00:33:09.800 Robert Tseng: frankly, we didn’t, really we we just we just did it. But I

202 00:33:10.290 00:33:15.509 Robert Tseng: I I guess it makes sense to me that certain channels like, especially on the

203 00:33:16.310 00:33:37.209 Robert Tseng: I mean. I don’t know. I still don’t really understand, like the offer, and how we give them credit and kind of the issue that was there but at least from up from when we when I, when I’ve done attribution for, like other types of partnerships, we have done 1st touch before, because it’s like, Hey, like the the leads that are coming through this channel, like what? Whatever channel, whatever partner?

204 00:33:37.805 00:33:57.280 Robert Tseng: They may not convert right away. But they’re more likely to convert, and you track them as a separate cohort, and that’s usually tracked separately from like the paid ads kind of view here. So I do think we’re trying to like mash a couple. We’re trying to mash a couple of things into into a single view that I, as I could see is.

205 00:33:57.650 00:34:00.651 Robert Tseng: yeah, it doesn’t really make sense to

206 00:34:01.690 00:34:26.069 Robert Tseng: It doesn’t like the ad spend stays the same. But then the revenue drops like it. It is kind of misleading there. So I mean, I I would personally rather just go, and we leave leave that out, and we would do it an analysis on, like the cohort of users that came in from from the offer versus like, not but I don’t know. It’s it’s it is a small group. So I don’t know. 50 users is really gonna tell us that much.

207 00:34:26.560 00:34:32.350 Mitesh Patel: Yeah, I don’t think it’s gonna tell us at this point, but we expect and project that. The offer.

208 00:34:32.840 00:34:37.279 Mitesh Patel: you know, is, gonna give us couple of dozen conversions a day

209 00:34:37.639 00:34:46.210 Mitesh Patel: once they improve our ranking. That’s that’s kind of where we’re headed. We can’t be filtering out all of that. But yeah, see, the 1st touch isn’t even.

210 00:34:47.210 00:34:47.969 Mitesh Patel: Wow!

211 00:34:49.040 00:34:51.760 Mitesh Patel: 1st touch. And are we looking at a window of time?

212 00:34:53.429 00:34:54.440 Mitesh Patel: Is it 30 day.

213 00:34:55.739 00:34:56.289 rob: Not.

214 00:34:56.290 00:34:57.499 Robert Tseng: Using all the time.

215 00:34:57.500 00:34:58.649 Mitesh Patel: Yeah, that’s

216 00:34:58.650 00:35:08.379 Mitesh Patel: impossible. Then that then we’re never going to get a new conversion from another channel after certain amount, because, like sites like Forbes. Right? If we get ranked higher, people click through

217 00:35:08.670 00:35:18.360 Mitesh Patel: today. 6 months from now they click through because of an email or a paid ad. We’re still giving offer the credit I that needs to be long.

218 00:35:18.360 00:35:22.790 rob: It’s easy for us to modify that to add a attribution window.

219 00:35:25.320 00:35:35.139 Mitesh Patel: Yeah, I mean, this isn’t. Anyway. This problem is gonna get worse. I know right now it’s only 50 or so orders. But you know we’re we’re setting ourselves up to make bad decisions.

220 00:35:36.340 00:35:59.079 Robert Tseng: Yeah, I mean, I saw. Anyway, I think this is more of like an attribution strategy discussion. Obviously, we started out mostly just doing last touch. And then, like, now we’re trying to like, weave in some other pieces of logic here. But I agree we do need to have a consistent way for how we’re going to do this. Moving forward. So I think this is more of like a cutter cutters, and like maybe a different strategy conversation from.

221 00:35:59.080 00:36:17.700 Mitesh Patel: Okay, sorry. So I’ll yeah. I wanted your thoughts on. I know it’s a different conversation. But I wanted your guys thoughts on it. So yeah, we’ll do that. Alright. Okay, let’s bring it back to this meeting. There are 2 documents that I want to share. I got one pulled up

222 00:36:17.960 00:36:20.786 Mitesh Patel: while I’m looking for this. Anything else that

223 00:36:23.240 00:36:38.620 Robert Tseng: Yeah, no, I mean, that’s the main patch that obviously we we it was our mistake. And we patch that. So yeah, I think the the current version of how we exclude the offer is pretty straightforward. We’re just not including it in the in the report.

224 00:36:38.620 00:36:44.160 Mitesh Patel: Okay, so on Friday, as you know, we you know, we presented our

225 00:36:44.789 00:36:58.830 Mitesh Patel: Cape Okrs and Kpis update, right? I could not use the tableau. I didn’t have the data in tableau. I don’t have it in north beam, so you’ll see. I presented a bunch of mix of like

226 00:36:59.010 00:37:20.580 Mitesh Patel: data, and it’s not, you know. It’s a shit I pulled together. I I don’t know right, and I’ll show you my caveats right? So my my Kpis marketing Kpi. So I have 3 of them. Well, and I’ll put 3 sets. I’ll say this is the 1st one spend monthly spend, so we have to have projections and track against actuals. Of course, all TV, the ncac ratio.

227 00:37:20.580 00:37:38.210 Mitesh Patel: and then the 3rd one we haven’t. I don’t know if I’ve discussed. I know it was on my sheets, and that I sent to you about our Kpis. But I remember we discussed it is the important, you know, more and more contribution from non paid channels. Right? So mer is a good way to measure that or blended cac would be another one.

228 00:37:39.160 00:37:50.190 Robert Tseng: Yeah, I mean the the tableau dashboards kind of, answered the the 1st bullet. The the mer one we were kind of waiting on you for like how do we incorporate? Spend.

229 00:37:50.790 00:37:51.470 Mitesh Patel: Yep.

230 00:37:51.470 00:37:52.050 Robert Tseng: On!

231 00:37:52.050 00:37:53.120 Mitesh Patel: To that? Yeah.

232 00:37:53.120 00:37:56.329 Robert Tseng: The non like paid social non paid channel

233 00:37:56.605 00:38:02.669 Robert Tseng: spends elsewhere, right? And and even this spend you were gonna be automating. But anyway, I’ll get to all of that.

234 00:38:02.670 00:38:03.300 Mitesh Patel: Okay, no.

235 00:38:03.300 00:38:28.070 Mitesh Patel: but pulling in from instead of us updating a bunch of spreadsheets. So I have some projections. And I have north beam data right? Like north beam data from March was saying. Only 6.2 million. But that’s not what you have in tableau. So. And I couldn’t. On Thursday and Friday, when I was putting these together. I couldn’t find it in tableau, but that’s my issue. You’ll show me where it is, and we’ll be done with it.

236 00:38:28.240 00:38:28.980 Robert Tseng: Okay.

237 00:38:28.980 00:38:57.379 Mitesh Patel: And even the spend. You know what we track on that sheet, which is just collection of from the channels. We spent 2.1 1 million. But North Beam was saying 1.7 4. So I was just saying, Look, I’m using north beam data more to be directional. I know it’s not accurate right? And the April budget. So so this was my update on Kpi from March is our actual budget was 2.2 7, we spent 2.1 1. So I only came in at 92%.

238 00:38:57.380 00:39:10.569 Mitesh Patel: And my goal is to increase the spend by 20% month over month, so that by, you know, the real goal is by November. But I want to be ahead of it because I’m not always going to get to that 20% growth.

239 00:39:10.610 00:39:15.599 Mitesh Patel: I want to do it over the next 5 months, and we will have doubled our spend.

240 00:39:16.264 00:39:34.859 Mitesh Patel: So that’s kind of how I’m doing that projection. And then all these Ltv to Ncac numbers, you know. Again, I use data from elsewhere versus cause. That’s when I was looking at the dashboard, and that’s when it. It wasn’t working right. It had all the the the.

241 00:39:34.860 00:39:35.900 Robert Tseng: The Ncox are off. Yeah.

242 00:39:35.900 00:39:47.509 Mitesh Patel: Yeah. So so anyway, I couldn’t use that. And even the Serm. Ltv, I’m using 800. But Josh said, it’s more like 1,400. So I just need to. You know, this is the data that I need like just

243 00:39:47.980 00:39:52.560 Mitesh Patel: solid and reliable, and and that Elt agrees with.

244 00:39:53.270 00:39:53.850 Robert Tseng: Sure.

245 00:39:54.010 00:40:23.399 Mitesh Patel: Right and then Mer, yes, I gotta get you the spend, and we’ll talk about that. But I was just using even with the lower March number are still coming in at 4.7 7. For. And I’m looking at trailing 3 months right? Because just gonna vary month to month. So that’s not something I can set a goal on. Anyway. So this is the data that’s most critical for me to get in tableau, dashboard style.

246 00:40:23.990 00:40:24.580 Robert Tseng: Yep.

247 00:40:24.860 00:40:33.450 Mitesh Patel: Okay, that’s it. Now, the other data I wanted to share with you. You’ve seen this right, our spend tracking that we do manually

248 00:40:33.966 00:40:40.709 Mitesh Patel: need that automated. And then I need a way to specify to you our budget. Every month. I’m gonna have a budget

249 00:40:41.350 00:40:47.119 Mitesh Patel: that can be the the the Google sheet, or however format whatever format you give me.

250 00:40:47.540 00:40:54.920 Mitesh Patel: so that in the dashboard we have the actual spends that you collect from the platforms mapped against the targets.

251 00:40:56.350 00:40:56.950 Robert Tseng: Yeah.

252 00:41:03.230 00:41:04.820 Mitesh Patel: Those are my priorities.

253 00:41:04.960 00:41:06.359 Mitesh Patel: The other

254 00:41:06.600 00:41:13.399 Mitesh Patel: aspect of it I need. I just want your help with this. I don’t know what the answer is. But I need to.

255 00:41:14.930 00:41:34.739 Mitesh Patel: You know, we’re gonna be. Obviously, all these spending decisions we’re gonna be making based channel by channel will be based on what’s working right? Which channels are working. Where are we getting? Because right now, I can tell when I look at the data and the platform that Google is scaling. And Google Cpas are under 400.

256 00:41:35.270 00:41:36.200 Mitesh Patel: Right?

257 00:41:36.819 00:41:52.690 Mitesh Patel: I can’t tell. Right? I mean, I look at the the platform data, and it’s it’s significantly above 600 and you know. But then, at the kind of at an aggregate level, we don’t have a way to know by channel.

258 00:41:53.370 00:42:07.389 Mitesh Patel: I can’t use north beam, because, as you saw, the numbers are misaligned. It’s an attribution problem. I know it’s not a a reporting or a dashboard problem. It’s an attribution problem. So, looking for your help on what might be a good. You know

259 00:42:07.610 00:42:10.639 Mitesh Patel: we’re never going to get it exact. But what’s

260 00:42:11.100 00:42:15.960 Mitesh Patel: kind of the the the best solution? There.

261 00:42:20.880 00:42:23.259 Robert Tseng: Yeah, I mean, I think so

262 00:42:24.900 00:42:28.930 Robert Tseng: we have. I mean, north, north beam, north beam, spend data like.

263 00:42:28.970 00:42:54.979 Robert Tseng: yeah, it’ll it’s always not gonna match up with your actuals here it’s there’s a slight delay that’s just north beams, pipelines like whatever. So we’ve we’ve already figured that out. There’s like a you know, 48 h to 2, 2 to 4 day delay or something. So. But assuming that that is mostly right. Yeah. Revenue wise like that, we rely. We’ve relying on our modeling to do the revenue piece that is in the tableau version that Sahana built out that we kind of showed with you before. So

264 00:42:55.210 00:43:11.950 Robert Tseng: I mean, yeah, I think I think it’s reasonable to say that we should be able to give you revenue revenue and and revenue and spend at the Channel level. So like, that’s that’s been like one of the main things that we’ve been working on. I think

265 00:43:12.460 00:43:22.440 Robert Tseng: how we were replacing this sheet is, we’re going direct with these different channels now. So by the end of this week we’re going to be hooking up another demo to show like how we’re doing that.

266 00:43:22.990 00:43:48.049 Robert Tseng: so that I think that should kind of take care of like what the issue with this, with this sheet and then hopefully, that just gets you to focus on. You know the the project, the monthly projections that you’re making. Obviously, there’s gonna be a couple tweaks that we’re gonna have to make, because if you’re doing monthly adjustments and we’re we don’t have and we’re not. We don’t have clarity on attribution windows by channel. Then, like, it’s possible that

267 00:43:48.460 00:44:18.003 Robert Tseng: certain channels like the window should actually be longer. And whatever decision we’re making in 30 days is actually more of like a lagging indicator. And we’re like, probably behind in the adjustment. So we kind of need to figure out like what’s like the best cadence for us to be reviewing this and if anything like I would want to help you restructure this spreadsheet so that we can talk about here. These are the channels that you need to be assessing on like a monthly basis, weekly basis, or whatever, and then some other channels like you don’t really touch like on on at the same cadence. So

268 00:44:18.270 00:44:26.789 Josh : We need the logic we need. The logic provided, like the attributions by channel like that needs to be provided.

269 00:44:26.930 00:44:27.880 Josh : The group.

270 00:44:28.020 00:44:28.610 Robert Tseng: Yeah.

271 00:44:36.380 00:45:04.989 Robert Tseng: So I think once we have that in place, then you’ll know more clearly that, like, hey, whether you review this on like a, you know, bi-weekly or monthly basis. You know what levers that you can pull at any given time, but because right now, like, I’m sure it’s just kind of like you’re looking across all channels. And then you’re just looking at an efficiency metric. And then you’re just making adjustments off of that. But that may not give you. Yeah, like, I could see that that’s not enough to make to to know how to how to make those adjustments. So.

272 00:45:04.990 00:45:09.320 Mitesh Patel: I have to use, even if I have to use each platform’s data.

273 00:45:09.320 00:45:09.940 Robert Tseng: Yeah.

274 00:45:10.060 00:45:22.680 Mitesh Patel: You know. That’s fine, right? I know it’s not going to be the same as sort of the blended data that that in your in in the tableau reports, but I need to have something that I can rely on.

275 00:45:22.680 00:45:23.270 Robert Tseng: Yeah.

276 00:45:23.600 00:45:38.020 Mitesh Patel: And incremental will help. You know. We’ll we’ll do incrementality testing, and that’ll help. But right now I and Josh mentions this often is, I have no idea whether Meta is working for us or not.

277 00:45:39.000 00:45:45.090 Mitesh Patel: and how well it’s working, right? So just as an example. But okay, so yeah.

278 00:45:45.090 00:45:45.669 Robert Tseng: Yeah, I mean.

279 00:45:45.670 00:45:47.289 Mitesh Patel: So sorry. Go ahead.

280 00:45:47.290 00:46:03.380 Robert Tseng: Yeah, no, I was gonna say, so. I mean, one thing I’ll call out is, I think we’re gonna have like a bit of a moving target here before we were able to deflect a lot of the blame because it’s like, Oh, north beam, black box. Not entirely sure. We’re gonna go direct and establish a baseline like this is what we actually know. We have control over it.

281 00:46:03.490 00:46:15.580 Robert Tseng: But we’re also doing the same thing in parallel with incremental. And so we’re gonna go through another Ca, phase where incremental and what we’re doing is gonna you know, where there’s gonna be discrepancies. And we’re gonna have to answer questions.

282 00:46:15.580 00:46:23.210 Mitesh Patel: Yeah, I’m not. Yeah. So I’m not gonna try to reconcile those discrepancies. I think they’re just different. And they have different purpose. Right?

283 00:46:23.210 00:46:23.770 Robert Tseng: Okay.

284 00:46:24.044 00:46:38.059 Mitesh Patel: I I that’s not the goal of incremental. The incremental is like. For example, we might spend a hundred 1,000 more on Meta for the next 2 weeks and see what kind of a lift it had. And and what incremental helps us do is kinda normalize the other channels.

285 00:46:38.720 00:46:40.319 Mitesh Patel: Okay, that’s it.

286 00:46:41.680 00:46:46.150 Mitesh Patel: So that’s where it serves a different purpose than what you’re doing for us.

287 00:46:46.710 00:46:47.360 Robert Tseng: Yeah.

288 00:46:48.280 00:47:16.064 Robert Tseng: So I mean, I think I think we are on track with like all these things that you’re talking about, I think what we need to just put in front of you. One is like, I guess, better education on like what we do have what you can trust already. And then, right now, this week in the sprint, we’re really focused on going direct with all these key channels. We’re not gonna catch every single one in this list. I think I already kind of shared out which ones we can go. It’ll just be meta reddit snapchat Tiktok, you know the the top like, probably 10 or whatever. And

289 00:47:16.310 00:47:18.859 Robert Tseng: But yeah, so we’re gonna get that up.

290 00:47:18.860 00:47:26.750 Mitesh Patel: And that’s that’s that’s great. But you know again, from this, like whatever, if I the the other channels you’re not gonna yet catch in the 1st sprint.

291 00:47:26.750 00:47:27.300 Robert Tseng: Yeah.

292 00:47:27.300 00:47:29.579 Mitesh Patel: Let me just give them to you via spreadsheet.

293 00:47:29.580 00:47:33.910 Robert Tseng: Yeah, yeah, we could do that. And we’ll just pull it in like, manually, whatever. Yeah.

294 00:47:34.370 00:47:34.830 Mitesh Patel: Yeah.

295 00:47:35.050 00:47:35.650 Robert Tseng: Yeah.

296 00:47:37.610 00:47:43.550 Mitesh Patel: And then we’ll add more and more of the integrations, and then then all everything is none of it is manual. Then yep.

297 00:47:44.490 00:47:45.470 Mitesh Patel: okay.

298 00:47:46.300 00:47:52.360 Mitesh Patel: So the next step is for you to give me those how I can share via spreadsheet projections

299 00:47:52.680 00:47:56.357 Mitesh Patel: spend for non paid channels and

300 00:47:57.510 00:48:04.850 Mitesh Patel: spend for I’m just gonna say, not yet covered paychecks.

301 00:48:05.500 00:48:06.130 Robert Tseng: Yeah.

302 00:48:11.730 00:48:12.500 Mitesh Patel: Thank you.

303 00:48:13.750 00:48:22.060 Mitesh Patel: that’s all I had. I just want sort of, I guess. Daily updates on this, or you tell me to wait till Friday. Then I’ll wait till Friday, but.

304 00:48:22.400 00:48:31.209 Robert Tseng: Yeah, no, I mean, you join join our join our daily stand ups? Each day I think we’ll we’ll kind of turn these into tickets. I think today definitely is a big planning day for us.

305 00:48:31.800 00:48:37.509 Robert Tseng: And we’ll make sure to give you updates the 1st thing in every sprint that you join

306 00:48:38.260 00:48:43.623 Mitesh Patel: The the other item that I’d like to add, Re, add, is,

307 00:48:44.450 00:48:51.299 Mitesh Patel: you know, Akash, you did some analysis, and you showed us a process for tracking

308 00:48:51.520 00:48:53.739 Mitesh Patel: to the question completions.

309 00:48:54.305 00:49:17.140 Mitesh Patel: and and and then, you know, I I don’t know. I maybe I can get someone else to do it, but because you had other priorities. You kinda you you trained us right. And and and you said, Here you go. This is every here’s the audit. And here’s how you can get someone else to do it. I can still get someone else to do it. But is that something, Robert? We can put back in scope or not yet.

310 00:49:19.160 00:49:24.789 Aakash Tandel: Here you’re talking about the the Gtm. Events that we saw firing off in the bass close.

311 00:49:24.790 00:49:25.460 Mitesh Patel: Yeah.

312 00:49:29.420 00:49:41.210 Robert Tseng: I mean, yeah, we we kind of just we took it out of cycle for now. We and we can add it back in, I guess, is so I mean to me like the big priority this week is okay. We just gotta make sure that

313 00:49:41.700 00:49:48.279 Robert Tseng: Mattesh has everything he needs this week. So you know, I I’m I’m okay with adding it back in. I mean

314 00:49:48.700 00:49:56.150 Robert Tseng: right now, like the only other things that are in our in our that are active. I mean, we have a few things we wanted to pull back in.

315 00:49:56.310 00:49:57.999 Robert Tseng: But actually, you know, may rather than make.

316 00:49:58.000 00:50:11.192 Josh : I’m not. I’m not. I’m not okay with it yet. I want my number one prerogative is this core data until it’s good. I don’t wanna add any other scoping? And then and then I think we’re

317 00:50:12.047 00:50:41.639 Josh : The other thing I know about this, too. Mitesh is. There’s also a couple of things to consider is that we have the embeddables change over. That’s about to be happening. We have our own Emr, which is getting built. We have a number of other things, and like this is gonna be for very short term work. And I know from the past I did this. I do this on one intake before, and it’s super labor, intensive super labor, intensive thing. So I I get it’s very important, and I’m not saying it’s not. But I just care more about us being able to tell what the attribution from Facebook looks like

318 00:50:42.314 00:50:49.329 Josh : and like the offer and creating a new dashboard for the offer. And those types of things just basic data. Yeah.

319 00:50:49.810 00:51:06.179 Mitesh Patel: Okay. Yeah. I don’t know if you caught any of that discussion about the offer, but I think Cutter and I need to sync up on what orders we attribute to offer and cause. Right now it’s 1st touch without an attribution window, right? So if someone came through, offer 6.

320 00:51:06.180 00:51:09.350 Josh : Yeah, it’s gotta be limited to like 3 days.

321 00:51:09.350 00:51:10.480 Mitesh Patel: Yes, yeah.

322 00:51:10.980 00:51:18.229 Mitesh Patel: Okay. So yeah, I’ll I’ll get Rob and I will get with Cutter. We’ll decide on that. And then we can update, Robert

323 00:51:19.400 00:51:20.890 Mitesh Patel: and team here. Yeah.

324 00:51:21.310 00:51:21.940 Robert Tseng: Sure.

325 00:51:22.620 00:51:26.740 Mitesh Patel: Okay, cool.

326 00:51:28.520 00:51:30.229 Mitesh Patel: And that that was all for me.

327 00:51:31.430 00:51:43.509 Robert Tseng: Okay, yeah. I mean, I guess for the rest of the team. Not a traditional sprint planning day. But we’ll we’ll up send updates on tickets and in slack, and then we’ll have probably more normal one tomorrow. Moving forward.

328 00:51:45.810 00:51:46.910 Mitesh Patel: I derailed you.

329 00:51:47.090 00:51:49.907 Robert Tseng: No, no, it’s it’s it’s good. Yeah.

330 00:51:51.200 00:51:52.220 Mitesh Patel: Guys. Thank you.

331 00:51:52.220 00:51:52.740 Robert Tseng: Cool.

332 00:51:53.040 00:51:54.210 Mitesh Patel: Alright, bye.

333 00:51:54.590 00:51:55.470 Demilade Agboola: Bye.