Meeting Title: Brainforge x Eden Project Check-in Date: 2026-01-20 Meeting participants: Robert Tseng, Jasmin Multani
WEBVTT
1 00:01:03.080 ⇒ 00:01:11.670 Jasmin Multani: I tried to… okay, so my laptop Zoom knows that I’m on my iPhone. Let me see if I can switch personal rooms.
2 00:01:11.760 ⇒ 00:01:13.390 Robert Tseng: Okay. Oh my god!
3 00:01:20.430 ⇒ 00:01:26.390 Jasmin Multani: Ugh, okay, I love this update. Makes my life how’ve you been?
4 00:01:26.970 ⇒ 00:01:29.500 Robert Tseng: Good! Busy, but good.
5 00:01:29.960 ⇒ 00:01:30.850 Jasmin Multani: Okay, okay, okay.
6 00:01:30.850 ⇒ 00:01:31.180 Robert Tseng: Now.
7 00:01:31.180 ⇒ 00:01:32.639 Jasmin Multani: Oh, through long weekend.
8 00:01:32.990 ⇒ 00:01:38.009 Robert Tseng: We did not have a long weekend. We, we worked, so…
9 00:01:38.010 ⇒ 00:01:40.219 Jasmin Multani: Alright, good to hear, good to hear.
10 00:01:40.380 ⇒ 00:01:49.650 Robert Tseng: Yeah, because I’m traveling later this week, I’m trying to front-load a lot of stuff, so… just, trying to get through it, and then I’ll probably slow down a bit towards the end of the week.
11 00:01:49.980 ⇒ 00:01:51.570 Jasmin Multani: Nice, nice, nice. Yeah.
12 00:01:53.070 ⇒ 00:02:00.930 Robert Tseng: Cool. Well, I know we don’t have too much time, so I want to spend as much time on this, call as, being
13 00:02:01.210 ⇒ 00:02:05.300 Robert Tseng: Kind of basically building out, like, a scope of work for you, and then…
14 00:02:05.610 ⇒ 00:02:10.740 Robert Tseng: Yeah, we can take a couple questions here and there, but at least give you something to think about for…
15 00:02:11.260 ⇒ 00:02:14.930 Robert Tseng: You know, hopefully we get to see you later this week.
16 00:02:15.090 ⇒ 00:02:24.330 Robert Tseng: I think on Friday is what we… what we said. So, yeah, I guess I am basically just gonna try to do more of, like, a…
17 00:02:26.810 ⇒ 00:02:30.930 Robert Tseng: Like, I… I have… I have a couple things that I’ll just… I’ll just walk through with you,
18 00:02:30.940 ⇒ 00:02:47.780 Robert Tseng: it’s a little bit unscripted, so I don’t really have, like, a clear outline I can give you right now, but I have a couple directions of where I would like this to go, and then obviously give you time to ask questions and figure out, like, what else we need to put into this doc for you before, you know, before we meet.
19 00:02:48.230 ⇒ 00:02:49.050 Jasmin Multani: Sounds good.
20 00:02:49.270 ⇒ 00:02:49.890 Robert Tseng: Okay.
21 00:02:50.410 ⇒ 00:02:56.469 Robert Tseng: Cool. So, yeah, so this is, like, kind of something that I’ll send you,
22 00:02:57.330 ⇒ 00:03:10.450 Robert Tseng: this doc later, I think this is more of just, like, a template for every, like, role. Typically, we… before a candidate comes on, we, like, basically co-build, like, their JD or SOW with them, job description or scope of work, and then…
23 00:03:10.760 ⇒ 00:03:25.320 Robert Tseng: Yeah, for those that are starting part-time with us, like, we have a project for you to kind of… that we agree that you’re ready to take on, and we can just pretty much plug you in whenever. And then, obviously, for full-timers, it’s a little bit more,
24 00:03:26.410 ⇒ 00:03:33.240 Robert Tseng: It’s a little bit more drawn out, because we just have to make sure that we have
25 00:03:33.510 ⇒ 00:03:38.560 Robert Tseng: enough stuff for you to kind of onboard onto. Like, we’d do a whole 10.30.
26 00:03:38.560 ⇒ 00:03:38.969 Jasmin Multani: Excuse me.
27 00:03:39.140 ⇒ 00:03:53.729 Robert Tseng: and all that. So, I think what we had reviewed in the email that I had sent you was specifically, if we’re trying to just do something that’s a little bit more, like, part-time with you, I think this is kind of what I had in mind for, like.
28 00:03:53.730 ⇒ 00:04:00.629 Robert Tseng: how you can contribute. And so, I have, like, some tenets that I’ve written out that, like, I think would be…
29 00:04:01.750 ⇒ 00:04:15.680 Robert Tseng: Directionally, like, how I could see you spending your time and doing these things. I don’t have the one or two things for you right now, because I think it just really depends. We have, like, 12 clients, so it just kind of depends where we would decide to staff you.
30 00:04:15.820 ⇒ 00:04:18.890 Robert Tseng: Or like… or maybe you just won’t be on a client at all.
31 00:04:19.310 ⇒ 00:04:24.730 Robert Tseng: But I did have an example here, just to kind of, like, reference…
32 00:04:25.080 ⇒ 00:04:41.439 Robert Tseng: some of, like, how I came up with some of these things. So, I was hoping to just, like, at least walk through what I had in mind, and then, you know, just we’ll… we can have you, you know, just give me… give me… give me live feedback, and I’ll make whatever, changes that we need to make from there.
33 00:04:41.990 ⇒ 00:04:48.420 Jasmin Multani: Okay, yeah, yeah, let me, start from the bullet points. How’s about I just go line by line and give you my thoughts?
34 00:04:48.640 ⇒ 00:04:51.379 Robert Tseng: Yeah, I mean, I guess…
35 00:04:51.880 ⇒ 00:04:58.190 Robert Tseng: Okay, if that’s helpful for you to just spend some time reading it, that’s okay, yeah, we can do that, yeah.
36 00:04:58.190 ⇒ 00:05:00.119 Jasmin Multani: Okay, yeah.
37 00:05:01.470 ⇒ 00:05:20.980 Jasmin Multani: So tenet number one… okay, reviewing, okay, reviewing or pressure testing analysis produced by other teams. That’s straightforward, I feel good about that, collaborating. I think what would get tricky is getting the turnaround time between me and the analysts, and understanding the timeline of when they’re going to present to clients.
38 00:05:22.700 ⇒ 00:05:26.659 Jasmin Multani: I think we have to be, like, really in sync there. Yeah.
39 00:05:28.270 ⇒ 00:05:41.020 Jasmin Multani: And, like, how many reviews are going to be required before releasing the document and the analysis to the client. I think that’s always really tricky between the person producing the doc and the person who’s giving feedback.
40 00:05:41.670 ⇒ 00:05:42.350 Robert Tseng: Yeah.
41 00:05:43.650 ⇒ 00:05:57.050 Jasmin Multani: And then, okay, contributing to service strategy or data-heavy workstream playbooks. When you say contributing, do you mean actually developing it from the ground up, like the A-B testing SOP?
42 00:05:57.050 ⇒ 00:06:08.729 Robert Tseng: Yeah, like, baby dusting one that you built, I think, was great. I think once we’ve actually put it into practice, it kind of, like, changed a bit there. So, I mean, I thought that was a really good, like.
43 00:06:08.920 ⇒ 00:06:11.599 Robert Tseng: First kind of pass, and so…
44 00:06:11.600 ⇒ 00:06:13.449 Jasmin Multani: Yeah.
45 00:06:13.450 ⇒ 00:06:18.030 Robert Tseng: Yeah, I think as you… Spend time with…
46 00:06:18.500 ⇒ 00:06:31.419 Robert Tseng: people doing analysis on our team, I think maybe you’d get a sense of, like, oh, they’re doing opportunity sizing, they’re doing some sort of risk analysis, a lot of pricing coming, like, kind of, like, pricing, pricing, pricing tests.
47 00:06:31.590 ⇒ 00:06:45.279 Robert Tseng: And, you know, there’s just, like, certain themes or flavors that come up over and over again. And then kind of just, like, prioritizing with us, like, which ones you think need to be standardized, I think that would be kind of the
48 00:06:45.490 ⇒ 00:06:57.969 Robert Tseng: And then, like, actually going and building, like, at least that level of, like, what you had built for the AB experimentation doc, I think would be the X… like, I think that’s what I meant with this one.
49 00:06:58.230 ⇒ 00:07:07.180 Jasmin Multani: Yeah, yeah, yeah, that makes sense. And that way you guys can, like, price out the different levels of services, given the document.
50 00:07:07.320 ⇒ 00:07:23.190 Jasmin Multani: And it can be like, hey, if you want, like, a low-tier price of this A-B test, this is what you can, send out to the client. If you want something more robust, a more robust version of the A-B test, experiment, this is how you can upscale
51 00:07:23.390 ⇒ 00:07:26.150 Jasmin Multani: And upsell the pricing as well.
52 00:07:26.990 ⇒ 00:07:38.890 Robert Tseng: Yeah, yeah. I mean, I think on that note, I got pricing is pretty different now than what it was Pungo. I think Pungo, I was more, like, giving clients, like, a menu to choose from, and then kind of, like, pricing each work stream.
53 00:07:38.890 ⇒ 00:07:49.300 Robert Tseng: I think now that we’re doing bigger deals, like, you know, average contract size is probably, like, 50K, so I think, like, we kind of are more…
54 00:07:49.520 ⇒ 00:07:57.379 Robert Tseng: we do… I mean, we do need to, like, build the menu, but I think at that price point and higher, like, they’re less…
55 00:07:57.520 ⇒ 00:08:00.979 Robert Tseng: picky about, like, what they want. Like, whatever we recommend is, like, kind of what.
56 00:08:00.980 ⇒ 00:08:01.950 Jasmin Multani: Okay, okay.
57 00:08:01.950 ⇒ 00:08:20.789 Robert Tseng: It’s more like, okay, this is your problem, you know, we have, like, these are the three things that we’re gonna give you for it, and, like, you know, this… it’s all gonna be 30… 30K a month for 3 months, or whatever, like, and, like, that’s… that’s kind of how… that’s how we do it at this point. But there are situations where, especially for an early-stage client,
58 00:08:21.910 ⇒ 00:08:27.720 Robert Tseng: Where we’re not actually doing any analysis work yet, they’re just paying us to do discovery, which is just like…
59 00:08:27.960 ⇒ 00:08:36.480 Robert Tseng: Yeah, that’s, like, a purely consulting engagement. You’re just going in, figuring, like, what questions to ask, like, designing, like, a scope.
60 00:08:36.480 ⇒ 00:08:55.059 Robert Tseng: And then, like, pitch… and then… and then kind of, like, pitching, like, like, the full… the full contract. In that situation, I think having a menu of services is, like, helpful. Like, we’re in flight with a couple clients right now where we’re at that point. They basically have paid us, a month to… to…
61 00:08:55.060 ⇒ 00:09:01.609 Robert Tseng: to, spend time with anybody on their team, and then figure out, like, where we slot ourselves in. So, I think, like.
62 00:09:01.610 ⇒ 00:09:19.550 Robert Tseng: I’m just trying to give you some more, like, color to, like, where these playbooks would be deployed. It’s, like, mostly internally, like, for how we execute, like, some of the… some of this work, because I think analysis is just notorious for not being as, like, cookie-cutter as, like, our engineering.
63 00:09:19.750 ⇒ 00:09:28.679 Robert Tseng: work. The engineering side is, like, pretty straightforward. We can pretty much hire anyone off the street. Okay, that’s a little exaggeration, but, like, we can hire a very wide range of
64 00:09:28.680 ⇒ 00:09:46.060 Robert Tseng: data people, and then fit them into just, like, executing, like, tickets against, like, how we do data engineering work. But we just have not built up that level of, like, rigor and discipline on the analysis side, which is kind of why we’re kind of catching up on that side of the business.
65 00:09:46.980 ⇒ 00:09:48.520 Jasmin Multani: Okay, that makes sense. Yeah.
66 00:09:49.150 ⇒ 00:09:50.809 Jasmin Multani: That’s a good call-out.
67 00:09:50.810 ⇒ 00:09:51.200 Robert Tseng: Yeah.
68 00:09:51.200 ⇒ 00:09:51.810 Jasmin Multani: Hmm.
69 00:09:53.680 ⇒ 00:09:59.469 Jasmin Multani: Okay, okay, so things like Northstar metrics, just stabilizing those, and…
70 00:09:59.570 ⇒ 00:10:06.839 Jasmin Multani: I think I would have to talk to the analysts and see their work first, before I start phasing out opportunities, but this seems pretty straightforward.
71 00:10:07.150 ⇒ 00:10:07.760 Robert Tseng: Yep.
72 00:10:08.630 ⇒ 00:10:14.230 Robert Tseng: Yeah, and then this one is, like, I think what I would say, just to… is just, like.
73 00:10:14.230 ⇒ 00:10:32.969 Robert Tseng: not just, like, telling us how, but, like, actually tooling-wise. So, like, that’s why I have this as an example. Every client gets, like, we use Git repos, and so we’ve built out, like, a set of, like, agentic workflows, like, for every client, where if they’re… somebody’s asking certain questions about, like, I’ve built out this whole set of, like.
74 00:10:32.970 ⇒ 00:10:34.339 Robert Tseng: commands for
75 00:10:34.340 ⇒ 00:10:44.509 Robert Tseng: when… when intake comes in from clients, like, we run this command, take their… get their contacts, it creates… automatically creates tickets. If there’s, like, some more problem discovery to do.
76 00:10:44.510 ⇒ 00:11:06.960 Robert Tseng: Like, kind of coaches them through, like, the questions they need to ask, preps them for the client call. This is, if they need to go meet with them, like, kind of analysis, planning, etc. So there’s all this kind of stuff that’s more like a toolkit for people that are staffed on clients. That to me is, like, kind of how we’ve improved, like, speed of analysis, across clients. Quality, I think, is another situation, I think.
77 00:11:07.420 ⇒ 00:11:25.149 Robert Tseng: as… there’s always things to refine with these… with these, with these things, but this is where I spend a lot of my time now, honestly. I’m, like, building, like, tooling for our, anal… for analysis… for analysts, so that, like, I’m not just doing reviews all the time, but when I am reviewing work, I can actually, like.
78 00:11:26.240 ⇒ 00:11:35.640 Robert Tseng: turn it into something more productive and self-serve for… for analysts to use. And then, obviously, having you kind of be, like.
79 00:11:35.690 ⇒ 00:11:47.420 Robert Tseng: appear for me at… to… to review work and also do this, I think will help me take… will help me take my time out of… out of this more, too. But, I guess this is maybe more of, like, the…
80 00:11:47.550 ⇒ 00:11:54.050 Robert Tseng: The product angle for, like, our business, where, you know, because we are trying to scale up, like, in…
81 00:11:54.230 ⇒ 00:12:10.049 Robert Tseng: And, I mean, the goal is to, like, you know, another… another, like, 3X our revenue this… this year. You know, we don’t want to just scale linearly, like, we don’t just want to hire more people in order to do the same, like, thing at the same pace, but, like, how do we, like, overall help the…
82 00:12:10.130 ⇒ 00:12:16.950 Robert Tseng: Help, like, our analyst team and our engineering team, like, just be able to do more with less.
83 00:12:17.160 ⇒ 00:12:27.199 Robert Tseng: And so, like, you would kind of be… I mean, I guess how much you’d be able to do of this as a part-timer, I’m not really sure, but, that’s… that’s kind of, like, like.
84 00:12:27.200 ⇒ 00:12:52.009 Robert Tseng: an expectation for everybody who’s, like, senior in our org to be thinking about how do we, like, not just complete the work for one client, but, like, take the learning from it and turn it into tooling or process for, like, other people across clients, or, like, to figure out, like, hey, we need to raise the bar somewhere because this work that we did actually wasn’t… wasn’t, like, good enough, and if we, you know, got it to a certain level, this would be a really great testimonial, a good
85 00:12:52.010 ⇒ 00:12:55.049 Robert Tseng: case study, and I have examples of, like, where we’ve had
86 00:12:55.050 ⇒ 00:13:01.759 Robert Tseng: Team members come in and, like, really, like, raise the bar, on… on some of the work that we’ve been doing.
87 00:13:02.390 ⇒ 00:13:08.980 Jasmin Multani: So kind of just doing it retro. Retro, so that, the next time we have this playbook, we can hit the ground running.
88 00:13:09.660 ⇒ 00:13:17.829 Robert Tseng: Yeah, yeah, so I mean, retro is definitely part of it, but like, for example, so a lot of the time we work with digital marketing teams on the CPG side.
89 00:13:17.860 ⇒ 00:13:26.369 Robert Tseng: Tagging and tracking is always, like, a big problem. People don’t really know, like, where customers are coming from. I think, like, industry standard for, like,
90 00:13:26.380 ⇒ 00:13:49.869 Robert Tseng: visitor, like, identification is probably, like, 60% to 70%, if you just use UTMs and, like, some basic, like, client-side pixel tracking. If you don’t really know all that means, it’s just, like, it’s mostly web-based, like, kind of tracking. I feel like you work in privacy, so maybe you know some of that. I know, like, TikTok gives… gives advertisers a pixel, so it’s that kind of technology. But, like, we have someone on staff who’s, like, a
91 00:13:50.530 ⇒ 00:13:56.239 Robert Tseng: great expert in this field, using kind of like a… he had… he built a custom solution.
92 00:13:56.240 ⇒ 00:14:10.749 Robert Tseng: that now we deploy across clients that captures, like, over 90% of visitors, out of the box. And, like, that could honestly be a standalone product, and I might actually try to… try to sell, it as a product, this year, but we’ll… we’ll see how that goes.
93 00:14:10.750 ⇒ 00:14:27.400 Robert Tseng: But that was an example of where he came in, he worked a couple projects, and he was like, hey, actually, like, I could do what you guys are doing way better, and, like, this is how you should do it. And we basically turned his expertise into a service line that now is, like, more repeatable, and we pitched to every client that we have.
94 00:14:27.400 ⇒ 00:14:28.530 Jasmin Multani: Okay, okay.
95 00:14:28.940 ⇒ 00:14:29.830 Robert Tseng: Yeah.
96 00:14:30.260 ⇒ 00:14:33.419 Jasmin Multani: That makes sense. So, looking for spaces to automate.
97 00:14:33.570 ⇒ 00:14:36.059 Jasmin Multani: processes out, is what I’m seeing.
98 00:14:36.460 ⇒ 00:14:45.410 Robert Tseng: Yeah, yeah, so automation is definitely one way to improve, yeah, so, like, I think automation helps with speed, or, like, improving quality. Like, yeah, like, I think if you could just…
99 00:14:45.450 ⇒ 00:14:54.960 Robert Tseng: have a better out… if you could see a better outcome from, like, something that we do, because obviously we don’t do everything well, but, I think that’s… that’s also another way to really, like.
100 00:14:54.960 ⇒ 00:15:10.860 Robert Tseng: yeah, demonstrate, like, kind of your… your expertise. So, yeah, I think we have a mix of people where not everybody’s automation and ops-minded, like, I totally understand that. Like, the… the tagging and tracking guy, he’s just… he’s really nerdy at, like, just doing…
101 00:15:10.860 ⇒ 00:15:29.469 Robert Tseng: attention tracking stuff. So, he doesn’t really, like, automate things for us, but he really pushes, like, our capabilities on the digital marketing side. So, that’s, you know, I just wanted to draw some contrast where, like, we’re not looking for just one specific type of person here.
102 00:15:30.480 ⇒ 00:15:31.329 Jasmin Multani: Okay, sounds good.
103 00:15:32.070 ⇒ 00:15:33.030 Jasmin Multani: Okay.
104 00:15:33.320 ⇒ 00:15:34.540 Jasmin Multani: We can go…
105 00:15:34.540 ⇒ 00:15:45.409 Robert Tseng: Yeah, so just kind of blowing through these tenets, so, like, I mean, this is all kind of just, you know, I could use, clean up some of the AI slop here, but, like, yeah, I think, like.
106 00:15:45.790 ⇒ 00:15:55.570 Robert Tseng: some level of polish, I think, is something that’s necessary, for… on the reviewer. So, like, as you’re taking… look… looks at, clients, I think.
107 00:15:55.570 ⇒ 00:16:13.559 Robert Tseng: you know, our standard is, like, every analysis that’s shared to a client should be able to be picked up by somebody who doesn’t have or has very limited context. And then, obviously, you know, someone senior like you has experience, like, with executive stakeholders, you should be able to kind of think in the shoes of the people that we’re presenting to.
108 00:16:13.590 ⇒ 00:16:29.469 Robert Tseng: And so there’s certain, like, elements that we just need to make sure that are really being included in our analysis. So, like, obviously, just… yeah, this is… this is more of just, like, measuring the… like, having the… be reviewing for the quality of the output. Like, I…
109 00:16:29.470 ⇒ 00:16:38.299 Robert Tseng: there are, like, maybe, like, 2 or 3 people on our team that can really do this right now, and so I think this is just, like, something that you would probably…
110 00:16:38.450 ⇒ 00:16:41.310 Robert Tseng: Have to do if you’re reviewing work from people.
111 00:16:43.150 ⇒ 00:16:52.729 Robert Tseng: Yeah, I think from here, this is less about, like, yeah, we’re… ultimately, we’re not building products, like, we’re building recommendations or solutions.
112 00:16:53.110 ⇒ 00:17:06.860 Robert Tseng: Sometimes there is a product component to it, because we’re actually building an agent that, like, goes into Slack and, like, becomes this automated, like, daily report kind of, like, chat thing for, like, a client, possibly.
113 00:17:06.869 ⇒ 00:17:07.989 Jasmin Multani: But…
114 00:17:07.990 ⇒ 00:17:24.810 Robert Tseng: Or it could just be, like, a slide deck that, like, an executive, like, a C-suite would present to their board, because it helps demonstrate, like, this bet that they want to make for the next quarter. So, like, there’s a wide range of different outputs, and, yeah, it’s just, like, trying to, like, I mean, I guess…
115 00:17:24.920 ⇒ 00:17:38.950 Robert Tseng: I don’t know, I might have to figure out a word this better, but I want to basically map out, like, what are the different types of outputs, and what’s… what’s a really… what’s an impactful, like, output here that, is…
116 00:17:39.030 ⇒ 00:17:49.929 Robert Tseng: like, it’s… maybe it’s easier to show than it is to tell, because, like, I think you just have to kind of see, like, what helps, but… but yeah, like, I think that’s… that’s what I’m trying to get at here.
117 00:17:51.620 ⇒ 00:18:10.329 Robert Tseng: Yeah, and then for this one, it’s like, yeah, I mean, being a kind of an async company, obviously part-time, you’re not going to be jumping into meetings, like, all of our… all of our teams meet every day, like, we do stand-ups for all of our clients, so you’re not really going to be able to keep pay… keep up with that, so you’re gonna have to, like, rely on, like.
118 00:18:10.520 ⇒ 00:18:15.330 Robert Tseng: our internal tools, like, we have a Brainforce platform, every meeting is recorded, we have, like.
119 00:18:15.840 ⇒ 00:18:23.439 Robert Tseng: You know, this is pretty much just, like, our own, like, chat interface with… so that we can aggregate all the meetings by client and, like, kind of…
120 00:18:23.440 ⇒ 00:18:43.329 Robert Tseng: and, you know, I mentioned, like, we have repos on every client as well, so there are ways that we try to do this knowledge… asynchronous knowledge transfer better, and, like, your… like, the way that you share your work out with the team is very much gonna be, like, writing heavy as well, like, in Slack messages with us, obviously, and then
121 00:18:43.380 ⇒ 00:18:46.990 Robert Tseng: Obviously, and docs as well. So, I think that’s kind of, like.
122 00:18:47.410 ⇒ 00:18:59.009 Robert Tseng: Yeah, you know, some people don’t want to. Some people just want to sit in meetings all day, and, like, that’s typically what we found when we were trying to hire project managers, which just doesn’t work for us, which is why we don’t hire any project managers anymore.
123 00:18:59.300 ⇒ 00:19:18.590 Robert Tseng: At least for now. And, yeah, so, like, that’s… that’s another thing I wanted to call out, for what would be, you know, a good measure of whether or not you’re gonna fit well. And then the last thing is… and this is, like, maybe a little bit harder to articulate right now, because you… yeah, like, we have…
124 00:19:18.710 ⇒ 00:19:24.960 Robert Tseng: certain, like, roles already, like CSOs, we have service leaders, we have engagement planners.
125 00:19:25.140 ⇒ 00:19:38.329 Robert Tseng: you know, this is really meant to, like, see if you will enjoy being an engagement planner on our team. So, having to basically… like, yeah, we have some responsibilities and stuff listed here, and, like, you can…
126 00:19:38.330 ⇒ 00:19:45.189 Robert Tseng: But I think if I… this is kind of a work in front, trying to figure out, like, what does, like.
127 00:19:45.310 ⇒ 00:19:48.449 Robert Tseng: You know, what does an engagement planner, like.
128 00:19:49.050 ⇒ 00:19:55.299 Robert Tseng: for you, like, what would that… what would that look like? And I… I think there is, like, kind of this…
129 00:19:55.490 ⇒ 00:19:58.959 Robert Tseng: like, juggling of, like.
130 00:20:00.250 ⇒ 00:20:13.069 Robert Tseng: Yeah, like, our engagement planners are not the client… they can talk to clients, but they’re… they’re ultimately responsible for, like, the… like, planning our work for our teams.
131 00:20:13.070 ⇒ 00:20:34.769 Robert Tseng: making sure that the objectives that the client success owners are getting from the clients are being translated into work that our team is, like, staffed to complete. And so, you know, if there are skill gaps on our team, like, hey, like, clients asking for this hype, this thing, we don’t actually have a person for it, the engagement planner kind of needs to, like, let us know that, like.
132 00:20:34.770 ⇒ 00:20:40.150 Robert Tseng: there’s, like, the team’s not kind of staffed properly, or whatever. Or if it’s, like.
133 00:20:40.150 ⇒ 00:20:54.910 Robert Tseng: hey, we have too much on our plate, we need to, like, trim things down, then, like, yeah, we also need to go and kind of push back on the client, and, you know, it’s never… I would say it’s like riding a bicycle. These are never really, like, roles that, like, become…
134 00:20:55.360 ⇒ 00:21:00.519 Robert Tseng: That, like, that just… are static, like, you’re… you’re always, like.
135 00:21:00.830 ⇒ 00:21:06.249 Robert Tseng: You’re always, like, trying to stay, like, a right, while you’re riding a bike, like.
136 00:21:06.250 ⇒ 00:21:06.680 Jasmin Multani: Thank you for…
137 00:21:06.680 ⇒ 00:21:18.440 Robert Tseng: But if, like, you know, one side stops pedaling, then you’re just gonna fall over. So, like, it is kind of, like, that dynamic, I think, is kind of what I’m trying to articulate here.
138 00:21:19.060 ⇒ 00:21:23.150 Robert Tseng: And I don’t really know how that’s going to go,
139 00:21:23.220 ⇒ 00:21:43.099 Robert Tseng: with, you know, you and… and the… and the CSO. So we have to, like, pick a client and a CSO for you to work with. It might be me to start, just because I feel like it… I probably… you know, I… but, like, anyway, like, I think that’s… that’s something to… to, for us… for us to kind of figure out. So…
140 00:21:43.370 ⇒ 00:21:56.010 Robert Tseng: Yeah, alright, and I think, like, the last piece is really just, you know, just like a summary of, like, kind of what it is, what we just discussed, and, I mean, we’re gonna… hopefully I’ll get this doc out to you by the end of the day, but,
141 00:21:56.060 ⇒ 00:22:05.519 Robert Tseng: Yeah, I think those are kind of the things that I wanted to at least put out there for how we’ve been thinking about what this initial engagement can look like.
142 00:22:05.610 ⇒ 00:22:11.600 Robert Tseng: Yeah, I guess happy to take, you know, questions from whatever you have on your side.
143 00:22:12.340 ⇒ 00:22:18.790 Jasmin Multani: I know we have, like, 6 minutes left, so I’ll mainly ask about, like, tangible deliverables.
144 00:22:18.790 ⇒ 00:22:21.179 Robert Tseng: Yep. So.
145 00:22:21.900 ⇒ 00:22:32.919 Jasmin Multani: Is there a client that you want me to work on directly and be that bridge for, or would you rather have me, start looking at supporting analysts and reviewing their work?
146 00:22:33.690 ⇒ 00:22:50.500 Robert Tseng: Yeah, I think, I actually think that this client, Eden, is probably where I would put you. Like, I would confirm, but, like, with the team, just to make sure, but I think this is probably where we would put you. It’s the most stable client, most mature client as well. We have a lot.
147 00:22:50.510 ⇒ 00:22:54.289 Robert Tseng: Of people here, but it’s also kind of like,
148 00:22:54.540 ⇒ 00:22:59.549 Robert Tseng: yeah, like, something that I feel like you could cut… get… you could get up to speed on,
149 00:22:59.910 ⇒ 00:23:04.610 Robert Tseng: So yeah, I think this is probably where I would… where I would start you. Yeah.
150 00:23:05.000 ⇒ 00:23:12.330 Jasmin Multani: Okay, and like, what would… and if I wanted to understand further, like, what are the deliverables for this, and .
151 00:23:14.600 ⇒ 00:23:36.190 Robert Tseng: So, like, in… in this, Braveport Jasmine notion, like, once we picked the client, like, for Eden, we have, like, a whole data platform documentation, so between, like, a Git repo, where you could probably, you know, once we get paperwork signed and you can… you can actually come into our org, like, you would be able to get the repo.
152 00:23:36.350 ⇒ 00:23:52.120 Robert Tseng: And then this is also kind of just, like, our source of truth for, like, what’s external client-facing. Kind of summarizes, like, the objectives that we’re working on for the first quarter, whereas, like, this is more of kind of, like, if you needed to, like, gather any additional context.
153 00:23:52.440 ⇒ 00:24:08.410 Robert Tseng: this will get you some of the way there. I think it’ll be a good, like, litmus test of, like, how good this actually is. Yeah, so I think that’s… that’s probably where we would have you start, just, like, in terms of learning the client and finding
154 00:24:08.570 ⇒ 00:24:25.819 Robert Tseng: the… like, I think the objectives are already clear, but, like, kind of the how to, like, achieve these things is probably where you could… you could, work with us on roadmap and action plans, while also, like, reviewing, like, analyst work. So I have… I have two analysts on this,
155 00:24:26.190 ⇒ 00:24:33.510 Robert Tseng: Actually, one. I’m, like, moving one off. So I have one analyst right now on this client, and I would basically have you
156 00:24:33.700 ⇒ 00:24:36.709 Robert Tseng: review her work. Yeah.
157 00:24:37.170 ⇒ 00:24:45.839 Jasmin Multani: Okay, yeah, that works. And then in terms of, like, work hours, is there a minimum requirement that you guys need from me?
158 00:24:46.410 ⇒ 00:24:48.759 Jasmin Multani: Or should it be, like, task-based?
159 00:24:49.110 ⇒ 00:24:54.779 Robert Tseng: Yeah, I guess… I have to…
160 00:24:59.600 ⇒ 00:25:03.979 Robert Tseng: I mean, I would say at least 10 is probably what I would expect.
161 00:25:05.150 ⇒ 00:25:12.570 Robert Tseng: Yeah, but, like, I’m okay with it being task-based, like, I don’t… Yeah, like, I… It’s…
162 00:25:12.680 ⇒ 00:25:19.179 Robert Tseng: Yeah, I’m not, I’m not, like… I don’t really care that much how much time you spend on it, you just tell me what you can and can’t do.
163 00:25:19.460 ⇒ 00:25:22.480 Robert Tseng: Obviously, I feel like 10 is kind of, like.
164 00:25:22.790 ⇒ 00:25:27.689 Robert Tseng: what I feel like you’ll need in order to pick things up quickly,
165 00:25:28.330 ⇒ 00:25:41.259 Robert Tseng: like, I think you could probably onboard at 10 hours a week within 2 weeks, that’s my guess, but I’m… yeah, anyway, that’s just my initial guess.
166 00:25:41.910 ⇒ 00:26:01.599 Jasmin Multani: Okay, yeah, and then, it sounds like you guys work through holidays as well, is it… would it be okay if I also punch some of the working hours on Saturdays, or is that, like, a hard line where you want, feedback to be given between Monday and Friday?
167 00:26:01.600 ⇒ 00:26:07.899 Robert Tseng: Yeah, no, I think Saturday’s fine. I think just, like, cadence that you would have to know. We do all of our,
168 00:26:08.060 ⇒ 00:26:14.940 Robert Tseng: We do all of our dry runs, like, on Wednesday, and usually all of the, client reviews are happening Thursday, Friday, so…
169 00:26:15.240 ⇒ 00:26:27.259 Robert Tseng: yeah, I think it’s kind of, like, new work gets started. I mean, some stuff takes more than a week to go, but yeah, like, we’re not gonna adjust that, like, cadence. You know, it’s kind of like, you’ll have to see if you can actually
170 00:26:27.800 ⇒ 00:26:41.800 Robert Tseng: yeah, see if you would be able to keep up with that, or, like, I don’t know, like, maybe that would… maybe wouldn’t work, but, yeah, I would say Monday, Tuesday, usually planning days. Wednesday is kind of like, you know, we should already be, like.
171 00:26:42.390 ⇒ 00:26:59.550 Robert Tseng: more than halfway there, we do our first dry runs, make any adjustments for, like, Thursday, Friday updates. For this client specifically, I talk to their C-suite, every two weeks, so, this is, like, on Mondays, it’s kind of… so, like.
172 00:27:00.380 ⇒ 00:27:11.040 Robert Tseng: I guess next Monday is, like, my next update, which you’ll see from the team, but, yeah, like, I think the pace is a little bit slower on this client,
173 00:27:11.040 ⇒ 00:27:21.039 Robert Tseng: So it’s really, like, we just… every analysis has, like, about 2 weeks to kind of get… get out the door, and it needs to be, like, deck-ready by… by Mondays, so…
174 00:27:21.440 ⇒ 00:27:24.670 Robert Tseng: Yeah, like, I’m… I think if you’re saying, like.
175 00:27:24.690 ⇒ 00:27:42.160 Robert Tseng: Yeah, whenever you leave feedback or for the analysts is fine, but, like, yeah, if they get into a pinch and they, like, need faster feedback, then we would probably just… like, that’s the cadence that we operate on, so that’s what’s gonna take precedent, yeah.
176 00:27:42.160 ⇒ 00:27:47.690 Jasmin Multani: Yeah, yeah. Okay, that… understanding the cadence is really helpful. Sorry.
177 00:27:47.690 ⇒ 00:27:48.520 Robert Tseng: Yeah, no worries.
178 00:27:48.520 ⇒ 00:27:49.270 Jasmin Multani: alum.
179 00:27:49.610 ⇒ 00:27:54.699 Jasmin Multani: I have a… work meeting next. That was my… that was my lurk.
180 00:27:54.920 ⇒ 00:28:04.470 Jasmin Multani: So yeah, okay, I appreciate you telling me the cadence. I’m flexible on making my Brainforge heavy days to be, earlier.
181 00:28:04.470 ⇒ 00:28:18.340 Jasmin Multani: In the week, rather than just punting it for Saturday. And then every single day, I’ll still, like, check in to get a pulse check from the analysts to see what their questions are and, where I can give, like, quick answers to.
182 00:28:18.340 ⇒ 00:28:35.069 Jasmin Multani: Yeah. Yeah, I think that’s the right way to do it, is just, like, have my own, like, document-heavy days in the beginning, and then, be available for hours, and they can message me whenever they want throughout the day.
183 00:28:35.450 ⇒ 00:28:36.860 Robert Tseng: Okay, sure.
184 00:28:37.640 ⇒ 00:28:47.890 Jasmin Multani: Okay, cool. I know we’re at time, wanted to give you the space to finish off the doc, and then from there we can, discuss next steps.
185 00:28:47.930 ⇒ 00:28:58.459 Jasmin Multani: I’ll be there for the happy hour Friday. I think there’s a certain conflict, I’m taking a class, and it got rescheduled to Friday.
186 00:28:58.460 ⇒ 00:28:59.960 Robert Tseng: So.
187 00:29:00.640 ⇒ 00:29:08.980 Jasmin Multani: I will let you know when I can be available, on Friday, and then… but happy hour, I will for sure be there.
188 00:29:09.330 ⇒ 00:29:09.960 Robert Tseng: Great.
189 00:29:10.090 ⇒ 00:29:14.749 Robert Tseng: Okay, alright, well, look forward to seeing you, and yeah, I’ll talk to you soon.
190 00:29:14.890 ⇒ 00:29:15.990 Jasmin Multani: Talk to you soon! Bye!
191 00:29:15.990 ⇒ 00:29:16.650 Robert Tseng: Bye.