Meeting Title: Eden Daily Standup Date: 2026-02-04 Meeting participants: Robert Tseng, Ashwini Sharma, Zoran Selinger, Casie Aviles, Demilade Agboola, Amber Lin, Awaish Kumar
WEBVTT
1 00:01:40.450 ⇒ 00:01:41.340 Robert Tseng: Hi, guys.
2 00:01:46.660 ⇒ 00:01:52.089 Robert Tseng: Might just be us. Greg’s not joining, and I don’t think Amber will either, so…
3 00:01:52.090 ⇒ 00:01:52.780 Zoran Selinger: Okay.
4 00:01:52.780 ⇒ 00:01:56.419 Robert Tseng: Oh, just… Bumped into it.
5 00:01:57.940 ⇒ 00:01:59.590 Robert Tseng: Cool.
6 00:01:59.880 ⇒ 00:02:11.260 Robert Tseng: Yeah, I guess, Ashmini, I know that you had a few teams, for the week that would basically move into the next cycle, so there’s only really one thing that we’re looking for you to finish this week, for my knowledge.
7 00:02:12.750 ⇒ 00:02:19.050 Ashwini Sharma: Which one is that? Add fields to? Oh, hoard.
8 00:02:19.050 ⇒ 00:02:20.379 Zoran Selinger: So, Ashwini, you can…
9 00:02:20.380 ⇒ 00:02:24.030 Ashwini Sharma: Yeah, I was working on another Zoran’s ticket,
10 00:02:24.570 ⇒ 00:02:27.220 Ashwini Sharma: Yeah. Anyways, yeah, I’ll take care of this one.
11 00:02:28.020 ⇒ 00:02:31.400 Zoran Selinger: You’ve done something similar last week, right?
12 00:02:31.630 ⇒ 00:02:32.890 Ashwini Sharma: Yeah, yeah, yeah, I added…
13 00:02:32.890 ⇒ 00:02:47.790 Zoran Selinger: I’d love to see how that works exactly at some point. Just curious about how do we actually add fields to customer I.O. I don’t know exactly how that’s done. I’d love to figure that out.
14 00:02:48.170 ⇒ 00:02:49.980 Ashwini Sharma: Oh yeah, I’ll show that, no issues.
15 00:02:49.980 ⇒ 00:02:51.340 Zoran Selinger: Okay, okay, cool, cool.
16 00:02:51.340 ⇒ 00:02:51.790 Ashwini Sharma: set up some time.
17 00:02:51.790 ⇒ 00:02:59.670 Zoran Selinger: And do you have everything? So I… did I, send the model there that I had?
18 00:03:01.780 ⇒ 00:03:02.500 Ashwini Sharma: Sure.
19 00:03:04.590 ⇒ 00:03:05.379 Ashwini Sharma: Sorry, hold on.
20 00:03:05.380 ⇒ 00:03:10.090 Zoran Selinger: I sent… I think I sent the code to Avesh, I think?
21 00:03:15.100 ⇒ 00:03:20.919 Zoran Selinger: So he has the code that I was using locally that gave me those four… four segments.
22 00:03:21.870 ⇒ 00:03:23.909 Ashwini Sharma: Can you share that with me as well?
23 00:03:25.070 ⇒ 00:03:26.110 Zoran Selinger: Yeah.
24 00:03:26.930 ⇒ 00:03:29.520 Zoran Selinger: Yeah, I’ll do that, I’ll do that.
25 00:03:37.900 ⇒ 00:03:42.040 Zoran Selinger: There’s also… there’s also a loom. I’ll… I’ll send that to you.
26 00:03:43.900 ⇒ 00:03:44.910 Ashwini Sharma: Awesome, yeah.
27 00:03:45.620 ⇒ 00:03:59.560 Robert Tseng: Okay, cool. And then, seems like the Catalyst recon work is good. I mean, I did see some Slack messages on, basically we pushed the… we just switched over to client side, right? Is there anything else, they’re on in case…
28 00:03:59.560 ⇒ 00:04:15.040 Zoran Selinger: Yeah, so far it looks good. We are close to 3% conversion rate at the moment. We have to monitor, and we might do more tweaks, but Ryan said we are… I’m burned out on Catalyst for this week.
29 00:04:15.980 ⇒ 00:04:19.259 Robert Tseng: Okay. Can we just set up a weekly with him?
30 00:04:19.399 ⇒ 00:04:20.830 Zoran Selinger: Yeah, just because…
31 00:04:20.839 ⇒ 00:04:22.959 Robert Tseng: We always need to be monitoring, like.
32 00:04:23.449 ⇒ 00:04:29.809 Robert Tseng: client versus, I guess the server tracking. Obviously, we’re using client only, but, you know, we just…
33 00:04:29.979 ⇒ 00:04:38.809 Robert Tseng: Until we have a better way of updating our models, so that it… I mean, I don’t think it’ll ever match the client side, but…
34 00:04:38.979 ⇒ 00:04:44.079 Robert Tseng: Yeah, I mean, we just… we just have to try not to let… let this happen again.
35 00:04:44.979 ⇒ 00:04:45.849 Robert Tseng: Okay.
36 00:04:45.850 ⇒ 00:04:46.730 Zoran Selinger: Yeah, fine.
37 00:04:46.730 ⇒ 00:04:58.439 Robert Tseng: Yeah, so if you could just add me as optional to that, that way at least I can tell ELT, like, look, we have this weekly thing with, with, with Ryan, like, we’re gonna try to capture the drift, but otherwise…
38 00:04:59.140 ⇒ 00:05:00.339 Robert Tseng: Yeah, I mean…
39 00:05:01.480 ⇒ 00:05:12.420 Robert Tseng: Thanks for… I noticed that was a… that was really urgent for you guys working on it earlier in the week, so, you know, pace ourselves. Like, I tried to cut out a bunch of scope this week so that we could…
40 00:05:12.570 ⇒ 00:05:22.450 Robert Tseng: you know, account for… account for that, so hopefully, the team that worked on that, I know Zoran, Casey, thanks for stepping in and helping with that.
41 00:05:23.940 ⇒ 00:05:29.689 Zoran Selinger: Yeah, we just finished the monthly reconciliation for January, sent that over. So, Casey.
42 00:05:30.440 ⇒ 00:05:32.929 Zoran Selinger: I started working on that, Casey was already done.
43 00:05:33.080 ⇒ 00:05:40.590 Zoran Selinger: With it, I, so, he was… Casey was already familiar with how that’s done.
44 00:05:40.770 ⇒ 00:05:46.740 Zoran Selinger: So, he’s done it before, so we, we, we should just…
45 00:05:46.940 ⇒ 00:05:51.759 Zoran Selinger: Sure. Yeah, we have a ticket about automating that, on the…
46 00:05:52.140 ⇒ 00:06:07.140 Zoran Selinger: Start… at the start of the month, and that’s… that’s really it. So that’s done, yeah. I asked… so, Utam told me to ping him, when I need to stylize the…
47 00:06:07.320 ⇒ 00:06:15.580 Zoran Selinger: the attribution dashboard from NordBeam. I finished, I’d finished creating it, I just need… and I pinged Utam
48 00:06:16.250 ⇒ 00:06:23.880 Zoran Selinger: To… Get someone to… to make it tail… look really nice.
49 00:06:23.880 ⇒ 00:06:24.440 Robert Tseng: Okay.
50 00:06:24.800 ⇒ 00:06:40.419 Zoran Selinger: So, yeah, that’s where I am for the rest of the week. Yeah, we’ll see… we are continuing to work on the KPI dash. Yesterday, I did not bring this up, Robert, and that’s what you showed me about channel attribution.
51 00:06:40.960 ⇒ 00:06:45.559 Zoran Selinger: About channel performance. This is exactly the same task that I have.
52 00:06:46.600 ⇒ 00:06:46.920 Robert Tseng: Okay.
53 00:06:46.920 ⇒ 00:06:53.170 Zoran Selinger: So he’s talking to multiple people, Mitesh is talking to multiple people about this same exact thing.
54 00:06:56.100 ⇒ 00:07:04.439 Zoran Selinger: So, just, we have to be careful to not, build, to not work on building the same exact thing, right, separately.
55 00:07:06.140 ⇒ 00:07:10.900 Robert Tseng: Yeah, if you’re talking about, like, the… wealth.
56 00:07:11.030 ⇒ 00:07:13.030 Robert Tseng: I did not want to take a screenshot.
57 00:07:13.570 ⇒ 00:07:17.460 Zoran Selinger: Yeah, you had, you had that… Yeah.
58 00:07:17.460 ⇒ 00:07:23.760 Robert Tseng: So… like… This is attribution, but also…
59 00:07:26.110 ⇒ 00:07:31.550 Zoran Selinger: Sorry, not the attribution channel performance report. Yeah, so channel performance.
60 00:07:32.520 ⇒ 00:07:42.020 Robert Tseng: Yeah, I mean, this… I’m already working on this with Josh, and I understand that they’re wanting to look at the same thing, so I imagine that… I mean, this is… this is probably the same thing.
61 00:07:42.470 ⇒ 00:07:47.809 Zoran Selinger: Yeah, it’s… Yeah. I think it is. I think it is. Okay. Okay, cool.
62 00:07:48.130 ⇒ 00:07:49.390 Zoran Selinger: Just so you’re aware.
63 00:07:50.010 ⇒ 00:07:52.509 Robert Tseng: Yeah, I’ll… I’ll talk about that a little more.
64 00:07:52.750 ⇒ 00:08:06.950 Robert Tseng: Well, I guess I have to talk about it anyway. So, yeah, I think ELT pretty much signed off on this. There were a couple tweaks that they wanted to make, so I’m gonna add those fields in, and then I’m basically going to have us start to… to… to see how we can pull this data in, so…
65 00:08:06.950 ⇒ 00:08:07.370 Zoran Selinger: Yeah.
66 00:08:07.370 ⇒ 00:08:11.359 Robert Tseng: I imagine we won’t really… I’d at least…
67 00:08:13.520 ⇒ 00:08:24.150 Robert Tseng: because we have the ELT deck next week, so I would like, by the end of the week, or by Monday, in the next report, be able to tell them what we can pull in now, versus, like, what we.
68 00:08:24.150 ⇒ 00:08:24.710 Zoran Selinger: Can’t.
69 00:08:24.710 ⇒ 00:08:31.570 Robert Tseng: So, that’s at least what I would like. I’m not asking for the dashboard to be done by next week, I just want us to at least have that
70 00:08:31.760 ⇒ 00:08:33.429 Robert Tseng: of that,
71 00:08:33.970 ⇒ 00:08:37.910 Robert Tseng: Yeah, just be able to give them a clear understanding of how much of this we can actually pull in.
72 00:08:38.429 ⇒ 00:08:43.580 Robert Tseng: Okay. So, that’s… that’s probably… I’ll probably reassign this
73 00:08:44.440 ⇒ 00:08:51.540 Robert Tseng: I mean, once I… once I finish… once I finish what the spreadsheet should look like, then I’ll… I’ll reassign it afterwards.
74 00:08:51.540 ⇒ 00:08:52.139 Zoran Selinger: Bye.
75 00:08:52.140 ⇒ 00:09:01.669 Robert Tseng: Yeah, so, like, the last piece is, like, vendor reporting. Yeah, they had a few metrics that they were specifically holding, the agencies that they’re…
76 00:09:02.220 ⇒ 00:09:06.299 Robert Tseng: Ross Build Agency Reporting Antique Sheets.
77 00:09:06.430 ⇒ 00:09:13.300 Robert Tseng: Reporting into… wait, restoration.
78 00:09:13.590 ⇒ 00:09:19.590 Robert Tseng: Okay, well, anyway, like, the words may not fit together right now for me, but it’s basically…
79 00:09:19.700 ⇒ 00:09:25.850 Robert Tseng: what needs to be added to this control center is, I’ll probably do another cab, but…
80 00:09:25.980 ⇒ 00:09:33.920 Robert Tseng: They’re having different agencies run different channels, and each of them have their own set of
81 00:09:34.520 ⇒ 00:09:40.519 Robert Tseng: like, metrics that they have to report out, so I wanted to separate them from
82 00:09:40.690 ⇒ 00:09:54.660 Robert Tseng: the control center, because this is all theoretically internal data that we have. I don’t want any other agency jumping into this file, or wherever this dashboard is, and putting their data in. So I will… I will… I will separate those… those two tabs. Yeah.
83 00:09:55.370 ⇒ 00:09:56.090 Robert Tseng: Okay.
84 00:09:56.220 ⇒ 00:10:03.730 Robert Tseng: Yeah, then the other thing that got added for us, ugh, this one also is kind of… I mean, we have, like, 2 weeks to do it.
85 00:10:03.920 ⇒ 00:10:09.470 Robert Tseng: But, I mean, Weisha’s not on this call, but we… oh, he is on this call.
86 00:10:09.470 ⇒ 00:10:10.129 Awaish Kumar: Yeah, okay.
87 00:10:10.130 ⇒ 00:10:10.900 Robert Tseng: so…
88 00:10:11.210 ⇒ 00:10:25.039 Robert Tseng: This is GoHighLevel, we’ve worked on this before. I think we ran into some issues with, like, integrating with it, but basically, they need us to build a GHL and Zenody integration, so…
89 00:10:28.230 ⇒ 00:10:33.839 Awaish Kumar: I actually built… I actually built some, connections in GHN.
90 00:10:34.300 ⇒ 00:10:38.889 Awaish Kumar: for… I don’t remember the name right now, but he wanted me to add.
91 00:10:38.930 ⇒ 00:10:43.539 Robert Tseng: GLP-1, beta, and then, also for trans…
92 00:10:43.620 ⇒ 00:10:44.360 Awaish Kumar: We’re dying.
93 00:10:44.360 ⇒ 00:10:49.919 Robert Tseng: Yeah, I saw on the OnePass that… well, that’s not what I wanted to do,
94 00:10:50.810 ⇒ 00:10:58.400 Robert Tseng: I saw that you had… you already have GHL creds in OnePass, so I figured you’d already done something with this before.
95 00:10:58.540 ⇒ 00:11:02.540 Robert Tseng: But yeah, I think I’ll just put the meeting here.
96 00:11:02.540 ⇒ 00:11:03.179 Awaish Kumar: Oh, like…
97 00:11:03.820 ⇒ 00:11:13.670 Awaish Kumar: Yeah, so it was more like sending the vast data to GHL, but it is more like… now it’s the difference between GHL and the Notey integration, that we haven’t done.
98 00:11:14.930 ⇒ 00:11:19.869 Robert Tseng: Yeah, well, so, I mean, JHL is… basic… oh…
99 00:11:20.580 ⇒ 00:11:40.090 Robert Tseng: Basically, this is, like, a… they’re… what they’re looking for is, like, a bi-directional, like, CRM sync, so you could think of GHL, like, their version of HubSpot, and Tenodi is, like, the Elf Club’s version of Basque. And so, when they create a… when they are
100 00:11:40.420 ⇒ 00:11:50.809 Robert Tseng: updating, patient entries in one system. They just need it to be reflected in the other system. This has been managed by a separate agency.
101 00:11:51.030 ⇒ 00:11:57.820 Robert Tseng: That they’ve been working with, but they’re cutting them off in their last days on February 20th, and that agency is…
102 00:11:58.130 ⇒ 00:12:09.109 Robert Tseng: trying to charge them, like, a retainer fee just to, maintain that integration, and so they’re asking if we can just build it ourselves. So…
103 00:12:09.330 ⇒ 00:12:15.239 Robert Tseng: I think I just need to get you API docs for both of them. I think we could have…
104 00:12:15.370 ⇒ 00:12:25.589 Robert Tseng: Versus Nodie, we already have the API key, although we should create another one. And so I just need you to look into, like, is this something that we can take on?
105 00:12:26.260 ⇒ 00:12:39.430 Robert Tseng: Yeah, like, it feels like we could do it, like it’s just updating one CRM with… and then another, pretty much, like a CRM to ERP integration, but I don’t really know how much… how much of a lift it is.
106 00:12:40.830 ⇒ 00:12:43.589 Awaish Kumar: And I can do a spike on it.
107 00:12:44.480 ⇒ 00:12:59.299 Robert Tseng: Yeah, so I’ll put in more details into the ticket, and then I’ll reassign it to you, Wish. But yeah, that’s obviously not as urgent as the Eden OS stuff, so, you know, I will just… whatever time you have left, you’ll… we’ll continue.
108 00:12:59.300 ⇒ 00:12:59.860 Awaish Kumar: Sure.
109 00:13:00.020 ⇒ 00:13:02.450 Awaish Kumar: Wow, okay, yeah, okay.
110 00:13:03.950 ⇒ 00:13:15.569 Robert Tseng: Okay, great. So those are the things that I’m triaging today, that’ll probably end up on your guys’ plates. Yeah, Greg’s stuff we don’t have to talk about, and…
111 00:13:16.060 ⇒ 00:13:22.350 Robert Tseng: Yeah, Amber, I know that you were pretty much just doing ABC work, so, I guess…
112 00:13:22.510 ⇒ 00:13:25.700 Robert Tseng: If we need to bump this back, we can… we can bump it back.
113 00:13:26.150 ⇒ 00:13:39.150 Amber Lin: Yeah, I just messaged Brad, I put a time on his calendar for tomorrow, I… if he doesn’t have time, I’ll meet him on Friday. So, like, once the presentation’s done for ABC today, I’ll be able to push that on Eden.
114 00:13:39.600 ⇒ 00:13:43.469 Robert Tseng: Okay, great. Yeah, I just adjusted the time there,
115 00:13:43.850 ⇒ 00:13:49.350 Robert Tseng: Yeah, I wish I know we’re gonna talk about Eden OS after this call, so we don’t have to talk about it now, but I…
116 00:13:49.470 ⇒ 00:13:59.060 Robert Tseng: I mean, just because I don’t have any other way of, like, looking at your tickets for Eden OS, like, yeah, are the… is this… is this still where you’re at?
117 00:14:00.440 ⇒ 00:14:15.050 Awaish Kumar: So, like, I… actually, after the column level, I got this document, I reviewed it, based on that, I… in our data platform document, actually, I started to put, like, we have a list of dashboards.
118 00:14:15.170 ⇒ 00:14:20.269 Awaish Kumar: And I added a few more columns where I’m saying, if it is possible to bill it right now.
119 00:14:20.490 ⇒ 00:14:27.830 Awaish Kumar: And… or if it is not, or if it is not, then why? So I have all this in that data platform documentation.
120 00:14:27.900 ⇒ 00:14:46.160 Awaish Kumar: I have added it for a few of the dashboards already. I was waiting for system flow diagram, which we have received yesterday, so I will again review it today, and by the end of today, like, we have… we will have answers for all the dashboards, that, okay, I can do this and can’t do that. And in the…
121 00:14:46.220 ⇒ 00:14:49.599 Awaish Kumar: After that, we will start modeling for the ones which we can do.
122 00:14:51.000 ⇒ 00:14:53.069 Robert Tseng: Okay, great. So, I mean…
123 00:14:53.600 ⇒ 00:15:02.770 Robert Tseng: we have, like, the other thing that’s looming on us, which, probably end of next week, I will stop our team from taking new requests.
124 00:15:02.900 ⇒ 00:15:10.960 Robert Tseng: I’m gonna basically, like, lock us down for 2 weeks to, do the, the Tabletum Omni migration.
125 00:15:11.160 ⇒ 00:15:18.020 Robert Tseng: Yeah, I just feel like we’re gonna need, like, some… we’re gonna need just, like, a focused app sprint to…
126 00:15:18.200 ⇒ 00:15:22.119 Robert Tseng: move the Tableau reports over.
127 00:15:22.370 ⇒ 00:15:39.550 Robert Tseng: Yeah, so I think that’s… that’s probably coming, so whatever modeling you’re… you’re doing for… for surfacing, it’s not going to end up as a Tableau, dashboard. Like, we’re… we’re trying to get off Omni, or we’re trying to get off Tableau this month. So, that’s just, like, an FYI to the team, that pretty much, I think.
128 00:15:39.730 ⇒ 00:15:46.430 Robert Tseng: we’re gonna get the Omni, instance tomorrow, and then, you know, we might have to… I have to build out the roadmap by the end of the week.
129 00:15:46.620 ⇒ 00:15:52.759 Robert Tseng: But probably, like, we’ll need 2 weeks for us to migrate the TAPL reports over.
130 00:15:57.310 ⇒ 00:16:11.890 Robert Tseng: Okay, cool. So I know there are a lot of moving parts here, so obviously we have to still handle some of the ad hoc stuff that comes in, but as much as I can, I’m trying to deflect, the work coming. So even Greg’s work, I’m telling him to slow it down. I think we have a couple
131 00:16:12.090 ⇒ 00:16:26.330 Robert Tseng: like, the Tableau to Omni migration is pretty urgent, Eden OS is supposed to go live this month, and also we’re… we have to, like, set up this new integration between GHL and Zanote. So, there’s a lot of, like.
132 00:16:27.070 ⇒ 00:16:27.930 Robert Tseng: just…
133 00:16:28.610 ⇒ 00:16:38.869 Robert Tseng: kind of systems and infrastructure work that just needs to happen. So just, you know, just giving everybody a heads up that that’s probably
134 00:16:39.150 ⇒ 00:16:41.909 Robert Tseng: What we will have for the rest of the month.
135 00:16:45.440 ⇒ 00:16:51.470 Robert Tseng: Cool. Okay, no other questions, I feel good with kind of where we’re at this week.
136 00:16:51.700 ⇒ 00:16:55.979 Robert Tseng: Yeah, please set up the meetings that you need to to get some of these things over the line.
137 00:16:56.090 ⇒ 00:16:57.970 Robert Tseng: Yeah.
138 00:17:01.830 ⇒ 00:17:02.940 Robert Tseng: Cool. Thanks, everyone.