Meeting Title: Brainforge x LMNT: Wholesale Reporting Date: Jan 13 Meeting participants: Uttam Kumaran, Ashwini Sharma, Laura Putnam, Madison
Transcript:
Them: Hey. Wish.
Me: Hello.
Them: Hey, Madison. Sorry, it’s just like back to backs. No, that’s okay. I just want to make happened to me the other day, and someone sent the wrong link, so I just wanted to make sure. In the background. Thank you. Yeah. Done absolutely nothing all day except that. Of course. Great. Connect again. I think we’ve made some progress on our end. Since our last time we chatted. But really, I think this call probably more tactical, just about getting understanding of what the workflows are within the Google sheet. And then, yeah, we’re basically looking to replicate some of that from the source data and sort of be able to automate some of those pieces for you. So I don’t know. Maybe I can. You want to lead. You have kind of an agenda on your side.
Me: Y. Eah. So the last time we kind of discussed what are the pain points and why they matter? So today is mostly we will be discussing about what are different tabs in that CRM sheet spreadsheet and then how you are trying to calculate, trying to segment the customers, trying out the tags for each. Part, things like that. Maybe if you can. Give an overview of the spreadsheet. Maybe if I could share that. So we have different tabs, like all partners. And wholesale application data. What tab is used for what, like, purpose? Let’s. We wanted to know.
Them: Yeah, I guess. Just so I’m aware too. So it sounds like your guys focus is on. Well, your focus on the CRM is the goal to perfect the application CRM process or to help use that to create like a partner spend.
Me: Yeah.
Them: Or, like, database, I guess, just so I can answer the questions correctly and show you guys where I’m at. Let me open this.
Me: Source for the purpose is like use CRF data and shopify data and build report on top of it.
Them: Too.
Me: Like, the kind of things that you are trying to do, like get the historical customers and analyze. And segment them by bulk buyers. Or specialty. And then find out their LTV or things like that. And, like, analyze the chart versus new and things like that. So.
Them: Yeah, so it’s less of, like, replacing the input step, more about, like, taking some of that input manual data, combining it with a real Shopify data. To then produce like the reporting on top. Like really are our goal here. Okay, yeah, no, it totally makes sense. I was just asking because I’m also working on cleaning up some of the way that that current CRM for application tracking works because now we are bringing on all three segments. So I guess just let me know where I’m helpful and I can explain. Let me just. I’m going to. Help explain the spreadsheet or answer specific questions. Or whatever’s best for you guys. Yeah, I think. What’s which. Which sheets in the spreadsheet? I wish. Do you want to start on first?
Me: I want to, like, first of all, understand, like, this sheet has a lot of tabs. So which one are actual the. The active partners or is all partners give us the correct result.
Them: Got it. So I think that’s where the gap is. Like, for me, this is a tracker of applications that we’ve had from basically 2023 to 2025, let’s say, but it’s still going, you know, let’s, let’s cut off there. And those are applications of people. And emails that have applied. And then whether or not we’ve set them up or emailed them, it’s not essentially a list of all of our partners. In fact, it has it doesn’t have most of our partners on there, because anyone who’s been onboarded before 2023, or anybody who’s changed emails is not included on this list. So what I’m trying to figure out is a way to have that data. Essentially be like. The only reason I like this data is because it has information from their application that I would, in theory, want to go into their, like, Shopify account. That Shopify is the source of the actual partners. So, like, I guess what part of this data is helpful in addition to the Shopify data is all of this should basically be there as well. Like? I guess. What isn’t there? Yeah. We’ve done a lot recently where we have metafields going in for the company name. So I think that’s one of the biggest gap is since we’re not using Shopify B2B, people are in as individuals, not companies. So the company name’s really helpful. We, we’ve started trying to import that into the account creation. But again, it’s only for people like 2024 onward. The address that they apply for is sometimes helpful, because if we get someone who’s suddenly changed addresses to a home address, that’s helpful. If we have their business category because they’re answering that in the application, that’s super helpful. So I think we’ve tried to import it in through metafields. Where we can. The other thing is like onboard date. So shopify. Since we our accounts are like adding tags so that we add a wholesale to 70 tag, it’s not creating a new account. I don’t have like, Detailed records on everybody’s onboard date. So that’s where I get that from, is their application. And one thing I think it may be helpful not to confuse because it’s not set up yet, but I’m trying. I can show you what I’m looking at from a simplified application. To show you kind of where what I would actually be looking at data wise and what would be helpful for me, just because I think this is like a lot of things in one that like be trimmed down. Yeah. So the kind of what we’re going to do is we’re going to pull, we’re going to. We’re pulling this into Snowflake, the data warehouse, but we’re just going to take the pieces that are not in Shopify. From here. So some of it’s duplicated. We’re going to go to Shopify as a source of truth. Think of it as like, we’re just basically joining these together, but there are going to be pieces, like, whatever is not there that is living here is going to be the source of truth for that information. Like, potentially onboard date. And so we’ll meta. Make sure that we bring that in from. From this side. To give us sort of a cohesive view of, like, all information about. About these partners. Yeah, that’s perfect. And really, like, the main data that we’re missing is the stuff in Shopify. Like, I think mental, and it’s stuff that I like to tie in. But when I’m looking for partner information, it’s what’s in Shopify. And the biggest gap right now is Every time I want that, I have to go download a report that’s specifically customized to what I want.
Me: And how do you identify the wholesale partners in Shopify? Is it using the tag wholesale for each order?
Them: So we have a tag that’s wholesale 270 that all our partners have. And now that we have three segments, everyone has an additional tag. So we have everyone that’s wholesale 270. But then some have wholesale 270 and trusted health some have wholesale 270 in bulk buyer, some have wholesale. 270 in specialty retail. So they all, it’s all tags. But then like somebody, for example, if you made an account two years ago for personal purchases, but you used your company email and then you reached out to apply to, like, carry it at your company, sometimes we’re just adding a tag onto that account so the account may look like it’s two years old, but we actually only added their wholesale status six months ago in Shopify. Doesn’t track from what I found when the tag was added, so it’s a little bit complicated sometimes.
Me: Okay, so there are also tags on orders as well.
Them: Yes. Correct.
Me: That can help. Like somebody orders ordered before, like. Like two years earlier. It might not be tagged with wholesale or something.
Them: Ly. Yeah, the tag is wholesale. And that’s usually how I’ll figure out first purchase date for people. First wholesale purchase date. I just end up doing it through formulas in Excel. So wherever we could automate, that would be better.
Me: Okay?
Them: Yeah. And in Shopify will have this. We’ll have the tag creation dates as well. Cool. Yeah, that would be awesome. Yeah, that’s. I think that’s a hard part for me is they don’t track that just because it’s. You know, it’s. You have to play a guessing game or do first order date. Then it’s like. I don’t know if they actually, like, got onboarded a year. Ago and just didn’t place an order. So that’s, like, the only reason that all this application data really is helpful. It’s because it’s, like, gives me a source of when they onboarded. When they onboarded? Yeah. Most of the stuff we care about is more what’s happening after they actually become a partner. And sure, we know about them as a partner.
Me: So from these Google sheets, we only use, like, wholesale application data, mostly. All the columns from here for the reporting.
Them: For your guys’reference yes. Everything else has, like, purposes that are probably irrelevant to what you’re looking at. So ideally, they would trim down, I’d say the only one that I like to keep track of. And I don’t know if it would make sense in the thing you’re working on or. How it’ll end, but is like our monthly onboarding numbers. So how many people? Are like joining the program. Like how many new wholesale tag accounts are created. And how many people, how many applications we got? So some of them. So this monthly partner account is exactly the thing we would replicate and kind of get out of, take out of this, basically.
Me: So this is. Okay, this is based on Shopify data.
Them: Exactly. No, that’s all manual. So it’s literally based on how many people have added. If you look at the main application tab, we add an onboard date when we onboard them. So it’s literally counting how many people were onboarded in that month.
Me: Ok?
Them: And that’s a manual ad from our team.
Me: Ay. This is coming from this sheet. One thing. You mentioned that you’re not able to match CRM data with the Shopify. For more than 2,000. Something. Partners.
Them: Yes. I don’t know. I guess that’s a guess number. It is definitely high and it probably is in the thousands. But it’s because most of the time people will apply and then the email changes along the way. Which is the most difficult thing, because we let people change accounts, like if their manager changes or, you know, things like that. So we have a lot of partners that are no longer tied to an original application.
Me: Okay?
Them: Because we don’t know who they were at that time. One thing I’m starting to hopefully this month our team will start adding customer ID into one of the columns so we can go back and track. I would love to have had that happened five years ago. I think it would have made it a lot easier, but I think that’s. Exactly. What I’m trying to figure out is, like, how can customer ideas always my source of truth? Not. So wherever that can match. So I think Awaish we’ll probably have to do. We can probably speed some of that up by doing email and then getting the ID and adding it back to the spreadsheet. Probably. Yeah, true. That would be helpful. And forever. Where? What? That way, at least you’ll find some of that maybe we can’t match. And then those are the manual ones versus, like, everything. Yeah, exactly. And I’ve done that a couple times when we were trying to figure out, I don’t know how much we dove into, like, our segmentation we did prior, but, like, when we went back to try and guess everyone’s categories. So I have done that and it’s helpful. But again, it’s our data is kind of unclean, especially pre 2023. So it’s, you know, also all that to say, like, I still am mostly focused now on the data of people as partners, not so much tying in the application, but I want to have good practices going forward for the applications that come in, so that we don’t have that issue later down the road. Okay?
Me: And like so, for example, you mentioned that the customer had tag wholesale and then recently they have been added with the extra tags, like specialty retail, et cetera. So, like, do we want to. Like have that journey of the customers that they have moved from, like different tags, like from wholesale to some specific one or. Yeah, we are okay with having just the latest recent category they are in.
Them: Yeah, I think the most recent category therein, ideally, like, no one should change going forward because they’ll be onboarded with the correct one. So it’s mostly whenever the wholesale 270 tag is added.
Me: Okay?
Them: Which wholesale status for all of them.
Me: But, like, I’m also, like, asking if a wholesale partner. Which is assigned a specialty retail tag. So it should just be as a specialty retail parlor. Categorized as.
Them: Correct, they’ll still have the wholesale tag. So I think there’s, like, two ways we look at data. There’s all partners, which is everyone with the wholesale 270 tag. And then there’d be which segment they’re in, which would be the other one. In theory, everyone, at least going forward, should always receive both tags at the same time. So, like, there shouldn’t be a difference in their date of onboarding with that. Some people will change throughout the time, but it shouldn’t really. But, yeah, the specialty retail tag is more like defining what segment they’re in.
Me: If there are orders made before they become a wholesale partner. Like, do we want to, like, filter those out?
Them: Yeah, if we could, preferably.
Me: Okay? Yeah, so. Apart from that, I have some. Yeah. So, like, these are questions more like on the reporting side. So, like, if you, if you have any sheet or something which you are creating as part of your reporting exercise, if you can, like, show us that or share, that is nice. So we are going to kind of replicate that.
Them: Yeah. Like what would be most helpful? Like just an order one or you want? I just pulled recently when I was doing the segmentation a It’s like order data and segment in company. Yeah, I guess what’s. Yeah, but I guess more importantly, it’s also like, what is the output you’re going for? Because on your especially your shared we just saw that one tab with some reporting. But yeah. More. More. We’re going to have this access to the kind of the same things you have. More. I’m thinking, like, what is the sort of structure of your final table that or. Or like your final analysis? Because if you scroll up a way, basically we’re going to drive to creating, like, a few tables that can sort of support this, right? So, like, this is an example customer table. That will have, like, when was their first date, when was. When were they onboarded? And then all these, like, summary metrics. So our job is we’re just making sure that this satisfies, like, any of your cuts, basically. Yeah. Let me show you real quick.
Me: Okay?
Them: I. I would say since it’s manual, it changes every time. But like, I just did a Data poll for 2025. Great what I did. And this, most of them do look like this. This is probably the most detailed version, but it’s like company name and customer id, which is the main thing I pull by. This is their segment that we’ve defined. Lifetime spend is usually in their account creation date. Like I said, I don’t have the ability to do the wholesale tag. So right now I just go off of account creation. But I’m not. I can’t, like, bank on that being a wholesale. It could be a normal account. Last order date and then I usually do like spend by year because that’s the threshold will usually do for different sins and like flavor launches. Another thing that I like to do that’s not on here is, like, sparkling spend, first drink mix spend. So we have two different product categories. So, like, somebody who maybe is like, one of our top purchasers may have never even tried our sparkling products. So I like to see that. And then in this one, I have like growth year over year. Which is just formula based, so that’s something that’s helpful as well. And then I have, like, dashboards on here. Like this one brings in sparkling spend, but this is like spend by month. But I have dashboards on here that are more segment based. So like being able to look at just specialty retail as a whole or like we’ll buy her as a whole is super helpful as well so that we can compare performance across the segments. Does that answer most questions?
Me: Yeah. So it. Yeah. If you can share that sheet with us.
Them: Yeah. Definitely. And just so you know, like, the way I pull this now is I took a. Basically just a data pull from Shopify. Of. All partners with Wholesale270 and their spend. And then I manually put in formulas for their segment and their company name from our second data. And then I have a different tab that’s all order data. And then I did formulas to pull in the order data. So that’s why I say when I mean it’s manual. Like this isn’t. So this is. So this is all like that. Both, both of those pieces of logic, like the segmentation logic and the name logic, we’re going to just wrap, we’re going to write in SQL so then you won’t have to just. You just basically won’t. Have to do this again. And then as, like, as segments come up or change, it’s really easy for us to do that. So you just have, like, a live version of this from, like, basically any point in time. So that’s all where basically replicating and driving. Driving to, like. I mean, we’ll give you sort of a wide table. Then you can create the summaries directly on top of that. Yeah, I mean, that’s perfect. And, like, these segments are all based, like, they. This is what their tag is now. This was when I did this. It was before we had the tags in there. So, like, I think too. And we have a company, Metafield, on Shopify. My goal would be to import all the old ones. So we have the company names on there. And so, like, almost making it like Shopify always has this data on the. That way it makes it easier to manage. But yeah, it’s usually like, I don’t look at super complicated things. It’s just I have to pull three different reports to get to this. Ben summary. Yeah, okay.
Me: So this company name.
Them: So, yeah, if we can. Go ahead. God.
Me: So these company names are not coming from Shopify, they are from coming from CRM.
Them: Yeah, and some of them are in Shopify, but most of them are manual, which, like, are from the CRM, the application CRM, or my segmentation data. So, like, right now they just live in this spreadsheet for me. But I think probably the best step is importing them into Shopify. I just don’t want to override current ones, so I have to find space to do that where it doesn’t override any that may be different. So. Yeah, so wish probably we can pull from the CRM for now.
Me: Okay?
Them: And then eventually, like, once we basically update the meta fields, we can just pull from there and sort of have the CRM off basically as a source of source of any information. Yeah. And I almost think for the data you guys are doing, this is my segmentation data thing. So this is customer ID company and segment. Like, to me, this is way more of a source of truth than the application because we’ve done so much research into this. As opposed to, like, the application doesn’t have segment. It’s just like a loose category that the person chose. So I almost think that as much as we live in this CRM, I don’t think it really relates to as much of what as, like, the segmentation data. Okay, so, yeah, I think if we can get access to the data pool and then the segmentation. We’ll bring that. This one’s on here. So I’ll just give you this. Okay, great. It’s all imported into it. Okay. Okay, I see. So I think that’ll be the most helpful. And is the segmentation like, is it. It’s not rule based right now. It’s all. It’s kind of like as someone gets added, you then manually put the right. Put the segment. Yeah, it’s based off what category they’re in, so it’s. It’s loosely rule based, based on what they choose in the application. But they can change based on conversation, so it’s like it’s human. Chosen category. Are you planning on managing that in Shopify? Eventually, too.
Me: We are using.
Them: Well, it’ll just always be the tag by segment and so. Oh, yeah, yeah. When we switch to Shopify beta. But yeah, at some point, I don’t know what that’ll look like. I’m at. I don’t know if they’re tagged the same, but it will always live in shopify. As version of the tag. Okay?
Me: And this account creation date, where is it coming from?
Them: Sorry. Which part of it?
Me: Account creation date.
Them: Oh, yeah. So that’s the actual Shopify account creation date that I exported. So it’s like the customer account. I just, like, make this note for people looking at it, because it doesn’t. It’s not when the wholesale status tag was added, it’s just the.
Me: Okay? So if.
Them: Ideally have the tag add in date, not the wholesale or not the create account creation date.
Me: For a customer if there are, like, 12 orders, and at the 12th order we see a tag. So we can select that date, right? This is when a 10 was added for this customer.
Them: Yes, except that technically would be their first wholesale order date, not their like wholesale account creation date. And I only say that because we and I don’t use it too much right now. But like we used to look at how long is it taking someone to place their first order from when we add their tag and it could be six months to a year. So that would be helpful information. But compared to account creation date, yeah, that’s probably more helpful at this moment.
Me: Okay?
Them: Yeah, I think that’s most of it on here. I. I, like, at some point would love to have. I think, like, my goal is anything that I find important from the application is fed into Shopify so that as a metafield. And then it’s just like this is then just exactly. So I think, like, that’s where we’re not. It’s. That’s probably going to be a manual process, but, like, you hopefully have more time just to, like, nail that. Then that will flow through all the reporting basically. That way also, you can just change things. If things change, and it’ll flow through. I think we’ll get the nuances of, like. If they change tags, like what to do historically. But all this seems like totally doable for us. I think we’re pretty close. Cool. And just for your context, because I saw a question on there that was like what makes the categories different, their category based. But one of the main differences is bulk buyer. Are people not reselling and then the other two categories are reselling but different types. So like when someone switches, it usually would be from like bulk buyer to trusted health, let’s say, because maybe they just want to supply for their employees versus sell it. So it’s never spend based. It’s not like what products it’s not location. It’s just, like, their category. And really, the only time someone should change is, like, if, I don’t know, like a pharmacy was buying for their employees and suddenly they want to resell it. So then they would go into a specialty retail instead of being bulk buyer. Okay, okay.
Me: Okay? Now, I have few questions on on these calculations. Like when we say revenue, what revenue you are like calculating here?
Them: Yeah. Let me stop.
Me: Is it a gross net or how you are.
Them: To be honest, I just. It just depends what I’m pulling, I think. Usually gross. For us. Since we don’t charge shipping, it’s kind of usually roughly the same. I usually don’t pay attention to taxes, so I’ll take that out, but everything else is pretty much the same.
Me: So, like, gross, minus taxes.
Them: Yes. And I don’t know if that’s technically just a different thing, but I think I usually. It’s gross.
Me: Okay? So we take values like without the taxes. But then whatever is coming from Shopify. If it is before, after. Yeah.
Them: I. Yeah, usually it doesn’t. It doesn’t really matter. I think I usually pull from Shopify the one without, but I’ll usually have both on there, just in case.
Me: Okay. And then, like, in terms of, like, do we offer any discounts or anything? On shopify.
Them: We don’t. So we’re. We’re easy in that way that we’re all on. All of our partners are on the same pricing. Granted, each segment is on different pricing. And now specialty retail has different product lines than not product, but SKU lines, then the other two. But all the pricing is the same across the segments, so makes it easy. So there’s no discounts, there’s no promotions, they never have any different pricing. Okay, good.
Me: One thing I recall is like that, like, I think refrigerator cost was. Shows up as the revenue or something like that.
Them: Oh. Yeah. I don’t know. Our refrigerators are technically a gift, but they pay for shipping. So it goes into the shipping cost, which is different because we don’t charge shipping on anything else.
Me: Okay?
Them: But I don’t know. Like, usually that won’t show up on the revenue without shipping in it, but it’s not technically revenue. From. From, like, my perspective, when I’m looking at a partner that is spending and how much they’ve spent with us.
Me: So we. We are excluding anything related to refrigerators. From our reports, right?
Them: I think so. Yeah. We. I like to look at who has one, but besides that, it wouldn’t be really attributed into their spend.
Me: And apart from revenue is. There like anything we are. Any dashboards on cost? Refrigerator cost or maintaining.
Them: I mean, refrigerators in our displays are probably the only things that. Would vary, and most people are getting them. So I think it’d be interesting to see if we had. I don’t even know if we have a cost assigned to them. So I don’t. I. Probably not. But. And for us, since our products are, since we charge the same across all, we don’t usually evaluate our partners based on how much, like, the cost is. It’s more so, but just based on, like, how they’re, how much they’ve spent. And where we can support them.
Me: One last question. Like in the reports you showed, like it was saying some spend.
Them: Yeah.
Me: Information. So is that like, marketing spend or.
Them: No, sorry. That’s the customer spend, okay? They’re spend on product.
Me: Okay. It’s revenue.
Them: Yeah.
Me: So we are not doing any marketing or anything. Okay?
Them: Hopefully we make it easy for you on that part. Yes. Yeah, no, we don’t. We don’t do any promotions or marketing spend into our partners. So really I’m just like, only looking at their spend, which is technically revenue, but since it’s not like revenue after cost, I just usually call it lifetime spend. So I can look at it. But that’s really all we look at and then like spend frequency or like last order date.
Me: So, yeah, like, I’m pretty clear, kind of what is needed. So if you get we get access to those Excel sheets. We will try to, like, replicate those.
Them: Co. Ol? Yeah, that would be awesome. And then I think if there’s just any questions on the sheet or, like, what’s in them, let me know. Or like where the source of it comes from. Because it is very pieced together. So just let me know where I can help answer any questions. But hopefully. Are you putting that together every month, Madison, or is it every, like, not that detailed? So every month we do a revenue report, which is totally separate from our finance team, but probably, like, It probably ends up being every month I do like spend. Specifically I’ll do lifetime spend or year to date because we’ll do like send out some new flavor launches and such. I don’t usually go into as much detail in terms of growth, but last order date is usually one of the big things as well, because we like, won’t send to inactive partners or something. Okay, okay. So I do monthly, sometimes multiple times a month poll like spend but not in this detail as this and not usually or company name. Yeah, I think it will make it. I think this will just make it a lot like this new system will just make it a lot easier for you to pull that kind of like whenever you need with the most up to date information. And one other thing that’s not on, or it’s probably in the sheet somewhere, but that I also have to pull often is address. And we have a lot of difficulty with that because when we are sending out gifts, We. It goes usually to the default address, but sometimes people like, or it used to, sometimes we’d send to the last address they shipped to, but people would be shipping to their home once or, like, their store once. So I think for us, getting clear about the default addresses on the accounts, In that way. Like we have a source of truth for when we’re shipping to partners, or, like, where they’re actually located. Okay. Yeah. Once we get the reporting down, you’ll see that, like, the flywheel of basically, like, oh, that’s wrong. Okay, let’s go update it back and shopify. And then it’ll like, sync again, will be, like, a lot, you know, quicker, you know, so. Perfect.
Me: Okay?
Them: So I think, yeah, maybe let’s maybe await on our side, we can just summarize the kind of core reporting and I think we can just drive towards one table that if Madison can just probably pull from that snowflake, we’ll have all the joins made. And then that’ll become like a master table that at least short term, you can just basically export that into spreadsheet, or we can help write it to a spreadsheet. And then we should have, like, a BI tool in place by, like, end of next month for you to actually just, like, do a lot. Of. The summing and reporting. And you just have a live dashboard on this. And sort of. Work on other stuff. I guess it’s helpful every time. Like, and one other thing that I get asked a lot is like, how many partners are in San Diego. And it’s like, it takes me so long. Yes. Wherever. I can make that far easier. That’s a good one. Awaish. We should, like. Try to, like, find that use case. We should just say, like, show side by side of what finding out that question was before and after. People ask me it just, like, offhandedly, and they probably think it’s like, takes me like multiple hours to go resort everyone. So if you can fix that problem for me, that would be amazing. But yeah. But yeah, I’ll send. I’ll send over this wholesale data poll and then just. Is it best to send it through that Slack channel or email or. Yeah, you can even throw it into this Google Drive that I will. Okay, perfect. Let’s put in our Slack thread. Sounds good. And do you guys already have access to our files, or do I just need to share that manually? I think you’ll need to just share it manually. Or if you put it in here. It may prompt you. I’m not sure. Okay? Yeah. I’m just going to send you this one. Perfect. Awesome. All right, I’ll drop it in there. Just so you know, I’ll drop it in, but it won’t be. Well, I don’t really live update that one often. I don’t even mind if it’s a copy because I don’t know if I ever updated it. I’LL try it and keep updated on yours, but. No, no, no. I just need a one version of it because. Yeah, yeah, yeah, that’s fine. Sounds good.
Me: I don’t know if we just need one version because Sheesh mentioned that segmentation sheet. Where they are adding, like, company names. That is.
Them: But we’re going to get a copy of the segmentation sheet in that. Right. So that’s. Yeah. The segmentation. She is a.
Me: Not.
Them: Spreadsheet where I figured out everyone’s company name in segment. And that data is what this data poll is using. So, like the segmentation sheet. Is all included in this data poll. There’s no other missing info.
Me: My question is, is it just a one time thing or are you continue to refine.
Them: Well, I surely Hope it’s a one time thing because I had to go through all 13,000 and choose a segment. Anybody who’s being onboarded now we have their category and they’ll like have the right tag. So in theory we won’t ever have to do it again. It will be assigned. Upon their account creation.
Me: Okay?
Them: In the same with company name like now are in the application they tell us their company name. So ideally, we never have to go back and figure that out in our system. So hopefully, whenever to do it, okay? Cool. I’ll send this over again. If there’s any questions at all, feel free to reach out. But thank you, iison. Hopefully that helped. No. Thank you for the time. I appreciate it. Okay, talk soon. Bye.