Meeting Title: Weekly Eden Data Sync Date: 2025-10-01 Meeting participants: Fireflies.ai Notetaker Katie, Cutter Streeby, Katie, Henry Zhao, Amber Lin, Brad Messersmith
WEBVTT
1 00:04:30.680 ⇒ 00:04:31.580 Katie: Good morning.
2 00:05:30.000 ⇒ 00:05:31.210 Henry Zhao: Hey, Carter, how’s it going?
3 00:05:37.050 ⇒ 00:05:37.870 Cutter Streeby: Why not?
4 00:05:43.640 ⇒ 00:05:47.130 Henry Zhao: I don’t know if we have a lot to talk about since we met a lot on this yesterday already.
5 00:05:47.440 ⇒ 00:05:50.169 Henry Zhao: Yeah, we got one new thing. Okay.
6 00:05:51.300 ⇒ 00:05:53.729 Cutter Streeby: Are we gonna wait for Amber, or are we just gonna go?
7 00:05:53.730 ⇒ 00:05:57.100 Henry Zhao: That’s what we remember, since we don’t need the full 30 minutes, I don’t think.
8 00:05:57.260 ⇒ 00:05:57.970 Cutter Streeby: Right.
9 00:05:58.740 ⇒ 00:06:04.170 Henry Zhao: And then, Katie, on missed SLA, there’s just some issues with the BASC data, but still, still working on it.
10 00:06:04.170 ⇒ 00:06:06.149 Katie: Okay, sounds good. Thank you for…
11 00:06:06.150 ⇒ 00:06:16.209 Henry Zhao: Yeah, the SLA- may not be possible due to, like, at least in Tableau, it may not be possible due to, Basque data restrictions. Just some of that is not available in their webhook.
12 00:06:16.810 ⇒ 00:06:17.470 Katie: Yeah.
13 00:06:17.470 ⇒ 00:06:22.680 Henry Zhao: At the very least, I can get you that macro in the meantime, to at least reduce the amount of manual work you have to do.
14 00:06:22.960 ⇒ 00:06:24.720 Katie: Awesome. Thank you so much.
15 00:06:25.160 ⇒ 00:06:28.069 Henry Zhao: Thank you, and thanks for understanding about BASC.
16 00:06:28.670 ⇒ 00:06:33.699 Katie: Yeah, I mean, I think all of us understand about PASC at this point.
17 00:06:34.110 ⇒ 00:06:36.440 Henry Zhao: But I was told that’s why we want to move away from it, right?
18 00:06:37.960 ⇒ 00:06:44.290 Katie: I… I think there’s some reasonings behind that, but I don’t know exactly where we stand with moving away just yet.
19 00:06:44.610 ⇒ 00:06:45.350 Henry Zhao: Gotcha.
20 00:06:45.920 ⇒ 00:06:50.489 Henry Zhao: I know Robert, when I first joined, Robert even went to Basque to talk to them about our concerns.
21 00:06:52.300 ⇒ 00:06:55.709 Henry Zhao: And I just got, I feel like just nothing… Approved from that call.
22 00:06:56.560 ⇒ 00:07:00.289 Henry Zhao: Like, we still have the missing pharmacy issue, and all these other things.
23 00:07:02.700 ⇒ 00:07:16.460 Katie: We’ll want to talk about that with Brad, because Basque potentially might be inviting us out to New York to speak with them about some things, so that could be on the list of things we discussed next month, so… if Brad comes in here, we’ll want to discuss that a bit, too.
24 00:07:16.460 ⇒ 00:07:21.799 Henry Zhao: Okay, so I told Brad to come next Wednesday, so I will add you to that call, because next Wednesday we’re gonna talk about forecasting.
25 00:07:21.800 ⇒ 00:07:24.500 Katie: Okay. We just haven’t had time to work on that this week.
26 00:07:24.920 ⇒ 00:07:25.700 Katie: Awesome.
27 00:07:27.180 ⇒ 00:07:28.240 Henry Zhao: Alright, Katie.
28 00:07:28.480 ⇒ 00:07:37.119 Cutter Streeby: Katie, maybe you want to stay for mine, because it has you guys a little bit, but maybe not, I don’t know. Do you deal with refunds at all, or are you just escalations?
29 00:07:37.630 ⇒ 00:07:46.399 Katie: I do… we do deal with refunds when there’s cancellations involved, but typically the refunds are mostly handled by MX.
30 00:07:46.780 ⇒ 00:07:50.879 Cutter Streeby: Alright, cool, yeah, I’ll talk to Katie Sullivan. Okay, you can jump if you want.
31 00:07:51.510 ⇒ 00:07:52.980 Henry Zhao: And Amber’s here, so…
32 00:07:52.980 ⇒ 00:07:55.120 Cutter Streeby: Amber, hello.
33 00:07:55.580 ⇒ 00:07:56.690 Amber Lin: Hi!
34 00:07:56.690 ⇒ 00:07:58.320 Cutter Streeby: Welcome back to my podcast.
35 00:07:58.320 ⇒ 00:08:01.919 Amber Lin: I hear it every day. I’m a loyal listener.
36 00:08:02.390 ⇒ 00:08:05.830 Cutter Streeby: Here we are. So, check this out.
37 00:08:06.050 ⇒ 00:08:14.250 Cutter Streeby: So part of this NCAC discrepancy that lives in this dashboard is…
38 00:08:14.470 ⇒ 00:08:19.250 Cutter Streeby: Because of refunds, cancels, and abandons.
39 00:08:20.150 ⇒ 00:08:23.200 Cutter Streeby: So, when I was… just got off with…
40 00:08:23.550 ⇒ 00:08:26.970 Cutter Streeby: Josh, Adam, Danny, right before this,
41 00:08:28.000 ⇒ 00:08:32.959 Cutter Streeby: So, like, if you look at, say, yesterday, for instance.
42 00:08:34.400 ⇒ 00:08:40.399 Cutter Streeby: My NCAC is 273. Looks fucking spectacular! It’s amazing!
43 00:08:40.820 ⇒ 00:08:44.290 Cutter Streeby: If you sort back by, like, 14 days.
44 00:08:45.400 ⇒ 00:08:49.859 Cutter Streeby: it goes to 365. And the reason it goes to 365
45 00:08:50.220 ⇒ 00:08:52.619 Cutter Streeby: It’s because of this fucking sheet.
46 00:08:52.870 ⇒ 00:08:56.029 Cutter Streeby: Look at all of these refunds that are occurring.
47 00:08:57.250 ⇒ 00:08:58.990 Cutter Streeby: These are refunds.
48 00:09:00.450 ⇒ 00:09:02.879 Henry Zhao: And those refunds are being included in that dash, right?
49 00:09:02.880 ⇒ 00:09:14.489 Cutter Streeby: Correct, bro! It gets updated later when these are, like, when these go somewhere in BASC, they pull out from that dashboard, but they pull out, like.
50 00:09:14.670 ⇒ 00:09:24.240 Cutter Streeby: two, three weeks later, so, like, every day I’m checking, and my NCAC is 273, but I sort by 14 days, and all of a sudden my NCAC’s 375.
51 00:09:24.460 ⇒ 00:09:27.749 Henry Zhao: Let me… yeah, let me look into the snapshot data source.
52 00:09:27.750 ⇒ 00:09:37.039 Cutter Streeby: No, no, no, I don’t need the snapshot, I don’t need any of that. I want real, actual, actionable data, so I don’t care
53 00:09:37.400 ⇒ 00:09:44.519 Cutter Streeby: what the snapshot said I want reality, so that I can change my bids. So this sheet from Katie.
54 00:09:44.860 ⇒ 00:09:46.439 Cutter Streeby: Is the refund sheet.
55 00:09:47.010 ⇒ 00:09:50.560 Cutter Streeby: She’s gonna add a column in here for BASC ID.
56 00:09:50.910 ⇒ 00:09:51.560 Henry Zhao: Okay.
57 00:09:51.560 ⇒ 00:09:54.300 Cutter Streeby: Would you be able to stitch on Bask ID?
58 00:09:56.340 ⇒ 00:10:00.509 Henry Zhao: I might just be able to remove the refunds from the snapshot, right?
59 00:10:01.280 ⇒ 00:10:06.050 Cutter Streeby: No, I mean, so, ideally, we can have a table in Tableau.
60 00:10:06.290 ⇒ 00:10:15.210 Cutter Streeby: That says, refunds, and it’s from this real sheet, stitched by BASC ID, Yeah. Product.
61 00:10:15.540 ⇒ 00:10:19.950 Cutter Streeby: And then what I can do is, like, I can look last 14 days.
62 00:10:20.080 ⇒ 00:10:26.229 Cutter Streeby: And if, in that sheet, because my NCAC, this NCAC that is tabulated in here.
63 00:10:26.540 ⇒ 00:10:29.909 Cutter Streeby: This is fine for me, dude, like… like…
64 00:10:30.150 ⇒ 00:10:37.140 Cutter Streeby: changing the NCAC to, like, be… Fucking positive for marketing is…
65 00:10:37.240 ⇒ 00:10:43.370 Cutter Streeby: Doesn’t do anything for me, because in reality, if you sort for, like, last month.
66 00:10:45.150 ⇒ 00:10:48.039 Cutter Streeby: Like, if you sort for previous month.
67 00:10:48.530 ⇒ 00:10:54.119 Cutter Streeby: This NCAC is the real NCAC, so I need to bid on this true NCAC.
68 00:10:55.190 ⇒ 00:10:59.789 Cutter Streeby: I don’t care what marketing’s fucking NCAC was 2 weeks ago.
69 00:10:59.970 ⇒ 00:11:06.040 Cutter Streeby: I want to know if my actual NCAC, because of cancellation and abandons, is 460,
70 00:11:06.060 ⇒ 00:11:25.179 Cutter Streeby: I need to change my spends today so that I can control that NCAT, but I think if you can just… this is automatically updated, she’s gonna add a column for BASC ID, and if you can just have a table in Tableau that says refunds table.
71 00:11:25.240 ⇒ 00:11:32.079 Cutter Streeby: Because then I’ll be able to look, and so will everybody else, we’ll be able to look back at September.
72 00:11:32.270 ⇒ 00:11:39.129 Cutter Streeby: And be like, dude, there’s… there’s a day in here? Like… Check out September 22nd.
73 00:11:40.540 ⇒ 00:11:42.440 Cutter Streeby: Look at this day!
74 00:11:42.720 ⇒ 00:11:48.849 Cutter Streeby: like… Look at how many of these things came in on this day.
75 00:11:49.190 ⇒ 00:11:53.559 Henry Zhao: Yeah, in the meantime, I’m gonna look to see if I already have this refund data in the data somewhere.
76 00:11:54.420 ⇒ 00:11:57.170 Cutter Streeby: That’s 46 refunds on the 26th.
77 00:11:57.170 ⇒ 00:12:00.430 Henry Zhao: That’s a big one, 1464 for this last one.
78 00:12:00.970 ⇒ 00:12:01.880 Cutter Streeby: Bro!
79 00:12:02.130 ⇒ 00:12:08.319 Cutter Streeby: And if I, like, I… I don’t need it calc… I need this because it tells me what…
80 00:12:08.850 ⇒ 00:12:16.059 Cutter Streeby: Like, this tells me… You know, my marketing engine is functioning.
81 00:12:16.560 ⇒ 00:12:17.670 Cutter Streeby: You know?
82 00:12:17.780 ⇒ 00:12:25.990 Cutter Streeby: it’s fine. Like, I know what I’m doing is correct. If we had no cancellations, no abandons, my true NCAC is 273.
83 00:12:26.860 ⇒ 00:12:33.460 Cutter Streeby: And so this… this is fine, but if I could compare it against a refund, Chart, or a refund.
84 00:12:33.820 ⇒ 00:12:40.440 Cutter Streeby: board, whatever the fuck you call these things, then I would be able to be like, alright, yesterday’s refund amount was…
85 00:12:40.560 ⇒ 00:12:43.250 Cutter Streeby: 22. So I know…
86 00:12:43.350 ⇒ 00:12:52.110 Cutter Streeby: that some of those people are gonna impact my NCAT. And the real thing is… the reason to stitch on Bask ID is because…
87 00:12:52.550 ⇒ 00:12:56.530 Cutter Streeby: If you can stitch on BASC ID, then you can get first order date.
88 00:12:56.650 ⇒ 00:13:01.009 Henry Zhao: Because if these refunds are not out of the active month.
89 00:13:01.280 ⇒ 00:13:13.179 Cutter Streeby: Like, if these people didn’t buy in September and cancel in September, then my NCAC won’t really change for September. It’ll change retroactively to, like, July, or whenever these people bought.
90 00:13:14.470 ⇒ 00:13:18.259 Henry Zhao: Okay, so do you want me to just add a column for a total refund amount, and is that all you need?
91 00:13:18.890 ⇒ 00:13:23.640 Cutter Streeby: No, I need the… I need… To know the drug date.
92 00:13:23.930 ⇒ 00:13:27.080 Cutter Streeby: Like, the drug name, what they’re getting a refund on.
93 00:13:29.320 ⇒ 00:13:35.050 Cutter Streeby: And then you’ll get… you already have timestamp date for, like, building the table.
94 00:13:35.170 ⇒ 00:13:36.590 Henry Zhao: Would that be a second table?
95 00:13:37.030 ⇒ 00:13:42.760 Cutter Streeby: No, man, I mean, if you can get it in one table with a bunch of different columns, tight, I don’t know how to do it, but this…
96 00:13:43.160 ⇒ 00:13:43.880 Cutter Streeby: Dita?
97 00:13:46.570 ⇒ 00:13:51.049 Henry Zhao: How would you… how many types would you say there are? Because I don’t want this table to be, like, 40 columns, you know what I mean?
98 00:13:51.580 ⇒ 00:13:57.949 Cutter Streeby: Yeah, they’re… basically, if you can stitch on Basque ID, you’ll have drug name, so you can have, like…
99 00:13:58.180 ⇒ 00:14:02.659 Cutter Streeby: You know, it’ll just be number of injectable semaglutide refunds.
100 00:14:02.780 ⇒ 00:14:06.059 Cutter Streeby: This many, this many, for drugs, right?
101 00:14:06.650 ⇒ 00:14:12.729 Cutter Streeby: The real trick, and I don’t know how to do it, would be able, if you could show first order date.
102 00:14:14.350 ⇒ 00:14:17.110 Cutter Streeby: Or, if it’s a range, if you can show a range.
103 00:14:18.690 ⇒ 00:14:21.929 Cutter Streeby: And for the first iteration, I would just skip that shit.
104 00:14:22.190 ⇒ 00:14:23.869 Cutter Streeby: Like, who cares?
105 00:14:24.150 ⇒ 00:14:32.729 Cutter Streeby: I’ll figure that out later, but for me to adjust my spends would be… ideally, I could see, like.
106 00:14:33.310 ⇒ 00:14:45.249 Cutter Streeby: number of refunds from September, number of cancellations from September, because that is what impacts these CACs. If people are canceling from
107 00:14:45.740 ⇒ 00:14:50.870 Cutter Streeby: August, that’s gonna change these numbers, but not this month’s data.
108 00:14:51.210 ⇒ 00:14:51.660 Henry Zhao: Right.
109 00:14:52.420 ⇒ 00:14:53.010 Henry Zhao: Yeah.
110 00:14:54.780 ⇒ 00:14:56.190 Henry Zhao: Amber, you got that also?
111 00:14:56.320 ⇒ 00:14:58.070 Henry Zhao: Because we need to put that in ticket.
112 00:14:59.380 ⇒ 00:15:03.010 Amber Lin: I got part of it, but I have the recording, so don’t worry.
113 00:15:03.260 ⇒ 00:15:03.890 Henry Zhao: Yeah.
114 00:15:03.990 ⇒ 00:15:06.550 Henry Zhao: So we need to think about how we want to do this.
115 00:15:07.400 ⇒ 00:15:09.059 Cutter Streeby: Alright, I’ll put it in here.
116 00:15:09.190 ⇒ 00:15:15.829 Cutter Streeby: And is this, like, you physically doing this, Henry, or can you work on something different?
117 00:15:17.840 ⇒ 00:15:23.910 Cutter Streeby: Because the other thing is… so these affiliates, the issue where we’re overpaying them.
118 00:15:24.040 ⇒ 00:15:37.449 Cutter Streeby: We’re overpaying them because the event that we’re sending to them is the purchase event itself in BASC. But that’s not the end of the funnel. So, like, the end of the funnel is prescription sent.
119 00:15:37.450 ⇒ 00:15:38.160 Henry Zhao: Right.
120 00:15:38.160 ⇒ 00:15:49.640 Cutter Streeby: So, if we can send prescriptions sent as the conversion event to them, the overpayment would go down, and the reconciliation time would literally go to zero.
121 00:15:49.640 ⇒ 00:15:50.600 Henry Zhao: Yeah, agreed.
122 00:15:51.290 ⇒ 00:15:52.549 Cutter Streeby: Is that something…
123 00:15:52.550 ⇒ 00:15:57.690 Henry Zhao: We should have probably talked to Ryan about that yesterday when we were looking at key events. Like, that should probably be the key event, you know what I mean?
124 00:15:58.460 ⇒ 00:16:02.210 Cutter Streeby: Prescription scent. Should be the key event. Fuck yeah, it should, bro. Absolutely.
125 00:16:02.210 ⇒ 00:16:06.190 Henry Zhao: Let’s ask. Let me ask him and see if that’s even possible, because that would be great.
126 00:16:06.990 ⇒ 00:16:09.720 Cutter Streeby: Cool. It’s something I’ve always wondered, like, why isn’t that, you know what I mean?
127 00:16:10.550 ⇒ 00:16:11.260 Cutter Streeby: Yeah.
128 00:16:11.530 ⇒ 00:16:13.350 Henry Zhao: Okay, let me ask immediately.
129 00:16:13.800 ⇒ 00:16:22.339 Cutter Streeby: Okay, and I’ll… and I’ll put this in Slack, Amber, so that someone… Yeah, just… yeah, just dump it any… anywhere, and I’ll make a ticket.
130 00:16:22.550 ⇒ 00:16:23.030 Cutter Streeby: Okay.
131 00:16:23.030 ⇒ 00:16:25.389 Amber Lin: I have one, it’s just not very refined.
132 00:16:25.390 ⇒ 00:16:26.239 Henry Zhao: Yeah, I can’t immediately.
133 00:16:26.240 ⇒ 00:16:26.820 Amber Lin: requirements.
134 00:16:26.820 ⇒ 00:16:31.469 Henry Zhao: I think I just need some clarification on the, like, grouping by the type of refund.
135 00:16:32.860 ⇒ 00:16:38.309 Cutter Streeby: Okay, I mean… I really don’t care about the type of refund, that’s for her.
136 00:16:38.690 ⇒ 00:16:42.960 Cutter Streeby: Oh, okay. Maybe she does, maybe she does, but even if I could just get…
137 00:16:43.420 ⇒ 00:16:46.830 Cutter Streeby: General drug and refund amount.
138 00:16:47.250 ⇒ 00:16:47.900 Henry Zhao: 9 months, right?
139 00:16:47.900 ⇒ 00:16:51.729 Cutter Streeby: Month. I mean, even if it just had a date range sortable.
140 00:16:52.890 ⇒ 00:16:56.509 Cutter Streeby: The date’s in here, you know, September 22nd, it’s all in here.
141 00:16:56.980 ⇒ 00:16:57.940 Henry Zhao: Right.
142 00:16:57.940 ⇒ 00:17:02.160 Cutter Streeby: if I could just sort, like, we had 1,000 refunds in the last 10 days.
143 00:17:02.600 ⇒ 00:17:04.740 Cutter Streeby: Here are all the drug types that were refunded.
144 00:17:05.380 ⇒ 00:17:05.990 Henry Zhao: Yeah.
145 00:17:07.210 ⇒ 00:17:11.239 Henry Zhao: It might have to be a separate table, but I’ll think about how I can fit that into this product ROAS L2.
146 00:17:11.240 ⇒ 00:17:13.650 Cutter Streeby: No, I don’t want it in my product row as board.
147 00:17:13.650 ⇒ 00:17:16.630 Henry Zhao: Okay, okay, then, yeah. That’s what I was saying, like…
148 00:17:16.630 ⇒ 00:17:20.209 Cutter Streeby: Yeah, separate table, fine, because I’ll just have them both open on one of my.
149 00:17:20.210 ⇒ 00:17:20.599 Henry Zhao: Yeah, yeah.
150 00:17:20.609 ⇒ 00:17:25.359 Cutter Streeby: Product OS. That way, Product OS doesn’t get any more complicated than it already is.
151 00:17:25.359 ⇒ 00:17:27.599 Henry Zhao: Okay, perfect. Then it’s clear.
152 00:17:28.560 ⇒ 00:17:29.630 Cutter Streeby: Cool, man.
153 00:17:30.740 ⇒ 00:17:34.960 Henry Zhao: But I’ll make something for you, if it’s not, like, what you were imagining, just let me know, I’ll adjust it.
154 00:17:35.150 ⇒ 00:17:46.190 Cutter Streeby: Bro, this… literally the… all that I… maybe Katie will have her own requests on it, and whatever, but I… like, if this just said, refunds.
155 00:17:46.420 ⇒ 00:17:49.519 Cutter Streeby: And I could do the exact same shit in here for refund.
156 00:17:49.810 ⇒ 00:17:57.859 Cutter Streeby: And it was just, like, Injectable Semma had 272 refunds in the last, you know, Whatever days.
157 00:17:57.860 ⇒ 00:17:58.720 Henry Zhao: Yeah.
158 00:17:58.990 ⇒ 00:18:00.340 Henry Zhao: That’s definitely doable.
159 00:18:00.510 ⇒ 00:18:03.840 Cutter Streeby: Awesome. That’s… that’s what I need. And then changing the…
160 00:18:04.350 ⇒ 00:18:08.569 Cutter Streeby: the event that we send to Catalyst as to be a prescription sent.
161 00:18:08.590 ⇒ 00:18:09.660 Henry Zhao: Definitely.
162 00:18:10.150 ⇒ 00:18:15.599 Cutter Streeby: Because then… Because they want us to pay them in 7 days, which…
163 00:18:15.860 ⇒ 00:18:19.169 Cutter Streeby: It’s crazy, because those people aren’t converted yet.
164 00:18:19.710 ⇒ 00:18:20.810 Henry Zhao: Yeah, absolutely.
165 00:18:21.660 ⇒ 00:18:22.600 Cutter Streeby: Alright, man, cool.
166 00:18:22.600 ⇒ 00:18:23.520 Henry Zhao: We agree.
167 00:18:23.720 ⇒ 00:18:24.919 Cutter Streeby: That’s what I got.
168 00:18:24.920 ⇒ 00:18:27.510 Henry Zhao: Alright, thanks, Cutter. I’m gonna ask that immediately, thank you.
169 00:18:28.130 ⇒ 00:18:28.600 Henry Zhao: But…