Meeting Title: Weekly Eden Data Sync Date: 2025-10-08 Meeting participants: Fireflies.ai Notetaker Katie, Cutter Streeby, Brad Messersmith, Henry Zhao
WEBVTT
1 00:05:55.990 ⇒ 00:05:58.250 Henry Zhao: Hey guys, are we getting Mitesh today, you guys think?
2 00:05:59.390 ⇒ 00:06:00.280 Cutter Streeby: You want him?
3 00:06:00.700 ⇒ 00:06:03.449 Henry Zhao: Are we getting Mitesh joining today, or just us?
4 00:06:04.250 ⇒ 00:06:06.800 Cutter Streeby: I can get him if you want them, do you have something for him?
5 00:06:09.370 ⇒ 00:06:11.259 Henry Zhao: No, I don’t think we need him today.
6 00:06:11.510 ⇒ 00:06:14.560 Henry Zhao: I think we’re good on, attribution, right?
7 00:06:15.890 ⇒ 00:06:20.509 Cutter Streeby: You tell me once you start stitching, buddy. That’s… that’s the job now.
8 00:06:21.050 ⇒ 00:06:25.859 Henry Zhao: I think that’s the only issue with the stitching part, though. It’s like… We still need to resolve.
9 00:06:26.040 ⇒ 00:06:29.280 Henry Zhao: Well, we’re considering the conversion for last click, right?
10 00:06:29.280 ⇒ 00:06:30.039 Cutter Streeby: So, for…
11 00:06:30.040 ⇒ 00:06:33.449 Henry Zhao: I have, like, for North Beam, it’s this, and then for Catalyst, it’s this other thing.
12 00:06:33.450 ⇒ 00:06:44.819 Cutter Streeby: I mean, we have to. Only because Catalyst… if I could renegotiate my Catalyst contracts to be under my 350 target, then everybody could match, but…
13 00:06:45.590 ⇒ 00:06:50.380 Cutter Streeby: catalysts… Contracts now is $428 per conversion.
14 00:06:50.510 ⇒ 00:06:55.400 Cutter Streeby: So if we… like, that’s why we just have to manually reconcile before we pay them.
15 00:06:57.880 ⇒ 00:06:58.790 Cutter Streeby: And once I…
16 00:06:58.790 ⇒ 00:07:00.870 Henry Zhao: Not an option to say, like.
17 00:07:01.720 ⇒ 00:07:02.589 Cutter Streeby: Go ahead.
18 00:07:03.460 ⇒ 00:07:12.559 Henry Zhao: Was it not an option to… was it not an option to say, like, what the conversions we’re tracking now, only 30% of those convert to actual revenue, so give us, like, a 70% discount.
19 00:07:12.870 ⇒ 00:07:19.849 Cutter Streeby: Yeah, dude, we’re… we’re in it now, but it’s… these ones take forever, because it’s, like, meeting with the head of Forbes.
20 00:07:20.230 ⇒ 00:07:21.000 Cutter Streeby: You know what I mean?
21 00:07:21.000 ⇒ 00:07:22.420 Henry Zhao: Okay.
22 00:07:22.530 ⇒ 00:07:28.370 Henry Zhao: Let me see if I can do two last clicks. So we’ll have, like, a last click, order completed, and then a last click catalyst, I guess.
23 00:07:28.930 ⇒ 00:07:30.360 Cutter Streeby: Cool, that would… that would…
24 00:07:30.360 ⇒ 00:07:31.289 Henry Zhao: Yeah, we’ll see if we can do that.
25 00:07:31.290 ⇒ 00:07:36.960 Cutter Streeby: And I’m trying to get Zach to give us that server-side event that would just… be done.
26 00:07:37.470 ⇒ 00:07:40.449 Cutter Streeby: But I got… I got 4 things.
27 00:07:40.800 ⇒ 00:07:45.650 Cutter Streeby: I got Catalyst Spins. Are we getting those into…
28 00:07:45.870 ⇒ 00:07:51.010 Cutter Streeby: North Beam, they were in for last month, and then something happened, and now they’re not in at all.
29 00:07:51.010 ⇒ 00:07:51.330 Henry Zhao: They were being.
30 00:07:51.600 ⇒ 00:07:52.340 Cutter Streeby: I mean, I…
31 00:07:52.340 ⇒ 00:07:54.520 Henry Zhao: I did it manually, that’s why. So that’s why I asked them.
32 00:07:55.220 ⇒ 00:07:55.920 Cutter Streeby: Tableau.
33 00:07:55.920 ⇒ 00:08:01.400 Henry Zhao: Tableau, yeah. They were updated manually. They were updated manually, so I asked the engineers to just make it automated.
34 00:08:01.610 ⇒ 00:08:06.840 Henry Zhao: And they just closed the ticket, so I gotta see if they did that, or they’re just like, we’re not gonna do it. I’ll figure that out.
35 00:08:07.130 ⇒ 00:08:08.199 Cutter Streeby: We’ll check.
36 00:08:08.240 ⇒ 00:08:10.129 Henry Zhao: Let me check that also.
37 00:08:10.480 ⇒ 00:08:18.540 Cutter Streeby: And then you’ll work with Matthias on the manual reconciliation of what we pay to Catalyst before we pay them?
38 00:08:19.500 ⇒ 00:08:27.970 Henry Zhao: Yeah, I already did an initial reconciliation, but that’s with our current last click, so it’s not the right one, but it, like, gives you at least a sense of, like, how many…
39 00:08:27.970 ⇒ 00:08:30.749 Cutter Streeby: And we can… you can go based on…
40 00:08:30.800 ⇒ 00:08:32.480 Henry Zhao: sent to…
41 00:08:32.480 ⇒ 00:08:39.129 Cutter Streeby: doctor, or whatever event you want on our side, because we’re not… that’s not public-facing, you know what I mean?
42 00:08:39.820 ⇒ 00:08:45.600 Henry Zhao: But what I’m confused about is some of those BASC IDs that, Catalyst gave us, I’m not finding that in the data.
43 00:08:45.710 ⇒ 00:08:51.650 Henry Zhao: So I don’t know if it’s a BASC issue, or… because, I mean, Catalyst is not going to make up data, right? So I don’t know why that data’s not there.
44 00:08:53.060 ⇒ 00:08:55.150 Henry Zhao: Or if it was canceled, then… yeah.
45 00:08:55.150 ⇒ 00:08:57.600 Cutter Streeby: Yeah, if it was canceled, that would probably be it.
46 00:08:57.600 ⇒ 00:09:00.890 Henry Zhao: Oh, okay. So if it’s canceled, it won’t show up in the data.
47 00:09:00.890 ⇒ 00:09:04.810 Cutter Streeby: I don’t think so, but I’m not sure, but we know for sure
48 00:09:05.360 ⇒ 00:09:11.060 Cutter Streeby: Affiliates have a much higher cancellation rate than other channels.
49 00:09:11.890 ⇒ 00:09:13.739 Henry Zhao: One second, let me take notes on this,
50 00:09:20.090 ⇒ 00:09:21.240 Henry Zhao: Then…
51 00:09:24.660 ⇒ 00:09:26.790 Henry Zhao: What else did I need to do?
52 00:09:26.900 ⇒ 00:09:29.560 Henry Zhao: Checked on affiliate spend in Tableau.
53 00:09:33.440 ⇒ 00:09:34.850 Henry Zhao: Alright, what else you got?
54 00:09:35.050 ⇒ 00:09:36.630 Cutter Streeby: I got the refund board.
55 00:09:36.630 ⇒ 00:09:37.310 Henry Zhao: -
56 00:09:37.310 ⇒ 00:09:39.230 Cutter Streeby: Integration from that sheet.
57 00:09:39.400 ⇒ 00:09:46.529 Henry Zhao: So, quick question is, do you want it in a separate dash, or do you want me to just have a filter for, like, exclude refunds and include refunds?
58 00:09:46.740 ⇒ 00:09:48.959 Henry Zhao: In the product art.
59 00:09:48.960 ⇒ 00:09:49.440 Cutter Streeby: It’ll be…
60 00:09:49.840 ⇒ 00:09:56.129 Cutter Streeby: It’ll be a separate board, because the care team’s gonna use that board. I’m just gonna compare against mine.
61 00:09:56.130 ⇒ 00:09:56.830 Henry Zhao: Okay.
62 00:09:57.400 ⇒ 00:10:01.799 Henry Zhao: Okay, so it’ll look just like the product ROAS and LTV dash, but just with refunds.
63 00:10:02.830 ⇒ 00:10:03.749 Henry Zhao: Okay, I can do that.
64 00:10:04.120 ⇒ 00:10:05.830 Henry Zhao: Yeah, I’m working on that right now.
65 00:10:06.870 ⇒ 00:10:07.830 Cutter Streeby: Cool.
66 00:10:08.320 ⇒ 00:10:13.409 Cutter Streeby: And then, just the one we pinged today is HIPAA compliance confirmation from Robert.
67 00:10:14.120 ⇒ 00:10:14.760 Henry Zhao: Okay.
68 00:10:14.960 ⇒ 00:10:18.800 Henry Zhao: And Brad, I don’t think we don’t need you, we can talk about forecasting when we meet later today, Brad.
69 00:10:19.640 ⇒ 00:10:27.249 Brad Messersmith: Okay, yeah, that sounds good to me. I mean, I think Cutter overlaps a little bit with this, but from his side, he’s got his dashboard, so…
70 00:10:27.560 ⇒ 00:10:33.660 Brad Messersmith: you know, we can slice and dice it a little bit differently, but as long as you know what’s in Cutter’s dashboard right now.
71 00:10:33.840 ⇒ 00:10:35.520 Henry Zhao: Which one is it, Cutter?
72 00:10:35.930 ⇒ 00:10:40.840 Cutter Streeby: That’s the one he’s building the refund board off, product-wise and LTV.
73 00:10:40.840 ⇒ 00:10:55.669 Brad Messersmith: That’s what I thought, yep. So, basically, the main thing is whatever I do, and, you know, you and I work together on Henry, I want to make sure it connects to what Cutter has as far as his spend and his, you know, his forecasting. But right now, I think
74 00:10:55.670 ⇒ 00:11:04.799 Brad Messersmith: just good, actual, historical data is where we can start, and then, you know, go from there. But we can talk later. I think we got some time set aside, so no problem.
75 00:11:05.010 ⇒ 00:11:12.839 Cutter Streeby: On that one, Henry, did you get what you needed from BASC, where all the pharmacies are null? Is that fixed?
76 00:11:12.840 ⇒ 00:11:16.729 Henry Zhao: They said they’re gonna fix it on October 10th, which I guess is Friday. We’ll see on Friday.
77 00:11:17.050 ⇒ 00:11:17.950 Cutter Streeby: Sweet.
78 00:11:18.710 ⇒ 00:11:28.270 Brad Messersmith: Yeah, that definitely makes things a lot smoother, but, you know, later today, Henry, we can talk about what other manual, kind of short-term steps we need to take, if that’s not the case, or whatever.
79 00:11:28.390 ⇒ 00:11:31.329 Henry Zhao: Yeah, Oasis working on automating the KD’s, manual stuff.
80 00:11:31.940 ⇒ 00:11:32.880 Brad Messersmith: Yeah, okay.
81 00:11:32.880 ⇒ 00:11:33.490 Henry Zhao: Yeah.
82 00:11:34.510 ⇒ 00:11:40.159 Brad Messersmith: Alright, cool. Well, we can talk later, unless, you got anything else for Cutter and me at the same time. We can, catch up on the other end.
83 00:11:40.160 ⇒ 00:11:42.330 Henry Zhao: Nope. Just have one more thing for Cutter, and that’s it.
84 00:11:43.390 ⇒ 00:11:45.690 Brad Messersmith: Alright, cool. Thanks, guys. Bye.
85 00:11:45.690 ⇒ 00:12:05.299 Henry Zhao: Cutter… Cutter, I don’t know if you use the retention dashboard, but we have a retention dashboard that shows, right, like, Judd has part of it, where we look at by month, what the first order product was, and by month, what… who… how many people are still on that treatment, etc. Right now, we’re not including any affiliate spend or customers in there. Should we be including them?
86 00:12:05.880 ⇒ 00:12:16.170 Cutter Streeby: You should include all the customers, but he doesn’t need spends. If it’s already there, you don’t have to remove it, but he doesn’t need spends. His KPI is to increase…
87 00:12:16.400 ⇒ 00:12:19.700 Cutter Streeby: Month one to month 2 retention by 10%.
88 00:12:20.500 ⇒ 00:12:21.220 Henry Zhao: Okay.
89 00:12:21.400 ⇒ 00:12:31.050 Henry Zhao: And then I’m working on that dash that you said about cancellations and retention for affiliates. So we can, like what Annie did for the offer, but we’re gonna do it for Catalyst, so I’m still working on that.
90 00:12:31.790 ⇒ 00:12:32.640 Cutter Streeby: stud.
91 00:12:33.110 ⇒ 00:12:33.900 Henry Zhao: Okay, all good?
92 00:12:34.170 ⇒ 00:12:35.270 Cutter Streeby: Thank you.
93 00:12:35.670 ⇒ 00:12:36.600 Henry Zhao: Alright, thanks, Cutter.
94 00:12:36.600 ⇒ 00:12:37.580 Cutter Streeby: Take care.