Meeting Agenda: Source Medium Discovery Call
Date: Monday, December 2, 2025
Time: 12:30 PM PT (1 hour)
Attendees: Chase Kent Dotson (Source Medium), Uttam Kumaran, Awaish Kumar, Shivani Amar
Meeting Objectives
- Understand what data sources Source Medium currently has connected
- Review existing dashboards and their usage at LMNT
- Assess limitations of current setup and gaps in coverage
- Identify opportunities for collaboration vs. areas Brainforge will own
- Get access credentials and technical documentation
Demos/Walkthroughs Requested
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Overview of Source Medium platform
- Architecture and data flow
- How data is ingested and transformed
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Walkthrough of existing Looker dashboards
- Which dashboards are live?
- What metrics are being tracked?
- Refresh schedules and data freshness
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Data sources currently connected
- Shopify connection (scope, tables, history depth)
- Gorgias/CX data (if connected)
- Any other integrations
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Technical infrastructure
- Where is data stored? (BigQuery, Snowflake, other?)
- How customizable are the dashboards?
- Data transformation approach (dbt, custom scripts, built-in?)
Questions to Ask
Current State & Usage
- Which LMNT team members are actively using your dashboards? How frequently?
- Do you have usage statistics? (logins, queries run, most-viewed dashboards)
- What feedback have you received from LMNT about what’s working/not working?
- Which specific dashboards does Carlos (e-commerce) or Laura (wholesale) use regularly?
Data Sources & Coverage
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What data sources are currently connected to your platform?
- Shopify (what scope - orders, products, customers, refunds?)
- Amazon?
- Wholesale/B2B data?
- Marketing/partnerships data?
-
I see “SourceMedium New Customers” as a metric in Carlos’s e-commerce dashboard:
- What data are you providing to Carlos?
- Attribution data? New vs. returning customers?
- How is this calculation done?
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How far back does the historical data go for each source?
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What’s the refresh cadence for each data source? (real-time, hourly, daily?)
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Are there any data sources LMNT has requested that you haven’t been able to connect?
- Amazon Seller Central?
- Marketing platforms (Meta, TikTok, Google Ads)?
- Partnership tracking (Blake’s 100+ partners)?
Technical Architecture
- What data warehouse or database are you using to store LMNT’s data?
- Do you use dbt or another transformation tool?
- How are dashboards built? (Looker Studio, Looker, custom?)
- How customizable are the reports? Can LMNT teams create their own views?
Limitations & Gaps
- What are the current limitations of your platform for LMNT’s use case?
- Are there specific metrics or analyses that are difficult to provide?
- What data sources would be challenging to add (e.g., retail data from Emerson, Spins)?
- Have there been any data quality or accuracy issues flagged by LMNT?
Definitions & Governance
- How are metrics defined in your dashboards? (e.g., revenue vs. sales, order dates)
- Is there documentation for metric calculations and business logic?
- Who at LMNT reviews and approves metric definitions?
- How do you handle changes to metric definitions or data models?
Collaboration & Next Steps
- What would an ideal collaboration look like between Source Medium and Brainforge?
- Are there specific areas where you think Brainforge should focus vs. what you provide?
- Would you be open to sharing technical documentation and data schemas?
- What access would we need to review your current setup in detail?
Resources Mentioned/Requested
To be filled out during/after meeting
- Looker dashboard access credentials
- Technical documentation (data schemas, transformation logic)
- Usage statistics (who logs in, which dashboards viewed)
- List of connected data sources and refresh schedules
- Metric definition documentation
- Source Medium platform architecture overview
Action Items
To be filled out during/after meeting
Source Medium (Chase)
- [ ]
Brainforge (Uttam/Awaish)
- [ ]
LMNT (Shivani)
- [ ]
Notes
Space for additional notes during the meeting