Meeting Title: Marketing Dashboard Kickoff Sync Date: 2025-07-10 Meeting participants: Vishnu, Hannah Wang, Ryan Brosas
WEBVTT
1 00:00:43.070 ⇒ 00:00:44.410 Hannah Wang: Hello!
2 00:00:52.640 ⇒ 00:00:55.129 Vishnu: Hey! Hi, Hannah! Hi Ryan.
3 00:00:59.210 ⇒ 00:01:00.170 Hannah Wang: Oh!
4 00:01:00.775 ⇒ 00:01:01.870 Vishnu: Am I audible?
5 00:01:02.090 ⇒ 00:01:03.299 Hannah Wang: Yes, I hear you.
6 00:01:03.300 ⇒ 00:01:03.820 Vishnu: Okay.
7 00:01:05.227 ⇒ 00:01:13.572 Hannah Wang: I don’t know if Rico is going to join, but that that’s fine. I also think Abigail’s off this week.
8 00:01:14.410 ⇒ 00:01:20.000 Hannah Wang: which is also fine. I think she can just watch this recording, but
9 00:01:20.180 ⇒ 00:01:28.130 Hannah Wang: I guess I kind of wanted to kick off something that I guess the marketing team wants your help
10 00:01:28.300 ⇒ 00:01:43.260 Hannah Wang: on and that’s kind of like building a dashboard for basically tracking everything that we kind of want tracked. So I don’t know. Let me see, in the
11 00:01:44.790 ⇒ 00:01:48.659 Hannah Wang: Google invite, there should be a link
12 00:01:49.450 ⇒ 00:01:54.090 Hannah Wang: for weekly meeting notes in notion, but I could also send that
13 00:01:54.830 ⇒ 00:01:58.819 Hannah Wang: here. Give me one second. I don’t know where it is.
14 00:01:58.920 ⇒ 00:02:00.980 Hannah Wang: Entrance.
15 00:02:01.840 ⇒ 00:02:03.560 Vishnu: Oh, never mind, I’ve opened it up.
16 00:02:03.820 ⇒ 00:02:05.270 Hannah Wang: Okay, cool. Yeah.
17 00:02:07.110 ⇒ 00:02:09.190 Hannah Wang: But I’ll just send it here for Ryan as well.
18 00:02:09.190 ⇒ 00:02:09.889 Vishnu: Okay.
19 00:02:11.470 ⇒ 00:02:23.889 Hannah Wang: But yeah, I guess there’s these kind of metrics that we want tracked. I think right now, like we track things on post hog for the website. And
20 00:02:24.010 ⇒ 00:02:29.381 Hannah Wang: I know Linkedin has some tracking stuff, too, and I know.
21 00:02:30.080 ⇒ 00:02:43.030 Hannah Wang: like Ryan set up something with Make and or is it Zapier make? I don’t know one of those to kind of bring things into post hoc, but I think maybe
22 00:02:43.400 ⇒ 00:02:46.608 Hannah Wang: just building like a dashboard
23 00:02:48.170 ⇒ 00:03:01.312 Hannah Wang: with with everything on it, and in a way that’s more readable than post hoc, because for me, post hoc is a bit confusing. It’s just like too much going on. I think that would be helpful. So
24 00:03:02.130 ⇒ 00:03:04.469 Hannah Wang: yeah, I don’t know, Ryan, if you had.
25 00:03:04.934 ⇒ 00:03:06.879 Hannah Wang: Comment. I saw you unmuted yourself.
26 00:03:08.150 ⇒ 00:03:10.699 Ryan Brosas: Yeah, sorry. I just got my.
27 00:03:11.100 ⇒ 00:03:11.500 Vishnu: Connected.
28 00:03:11.500 ⇒ 00:03:21.469 Ryan Brosas: So, yeah, I heard about. So yeah, I think, there’s I have, like, I’m not really sure if that is.
29 00:03:21.470 ⇒ 00:03:22.100 Vishnu: So what’s up?
30 00:03:22.100 ⇒ 00:03:23.410 Ryan Brosas: The automation.
31 00:03:23.410 ⇒ 00:03:23.790 Hannah Wang: I see.
32 00:03:23.790 ⇒ 00:03:26.060 Ryan Brosas: Because you can just like
33 00:03:26.744 ⇒ 00:03:35.059 Ryan Brosas: export the the whole Csv from Linkedin and then import it to like Google Sheet.
34 00:03:35.210 ⇒ 00:03:41.449 Ryan Brosas: And you kinda need to manually like click it on. make.com.
35 00:03:41.670 ⇒ 00:03:46.150 Ryan Brosas: because there’s like no integration of like
36 00:03:46.834 ⇒ 00:04:08.539 Ryan Brosas: directly, like post up to Linkedin. So that’s the way that I did it. You can see the link in tester. That’s the one that I managed to do, and I tried to like send this to the the item, but I think there they got the they forgot this one.
37 00:04:09.160 ⇒ 00:04:17.460 Ryan Brosas: but I can share the current like what they call this the make Jason form of Json. File
38 00:04:17.920 ⇒ 00:04:20.720 Ryan Brosas: if you like, so you can start with that.
39 00:04:22.290 ⇒ 00:04:26.775 Hannah Wang: Yeah, that’d probably be helpful. But I guess going kind of back.
40 00:04:28.430 ⇒ 00:04:42.060 Hannah Wang: I don’t know. We can build everything on post hoc, but I feel like, maybe I don’t really know, like implementation, wise like what’s feasible and what’s like technically doable. But maybe just like a
41 00:04:42.310 ⇒ 00:05:11.570 Hannah Wang: dash, another dashboard view. That’s like, maybe not on post hoc, I don’t know what like the AI team or data team does with dashboards and stuff. But we are a data team. So I feel like we should be able to build dashboards like on whether it’s on tableau or looker, or I don’t know the other data, viz. Tools that we have but yeah, I think maybe building it, there would be helpful. So treating us kind of as your clients, basically. And then like building us. A dashboard, I think, is
42 00:05:11.849 ⇒ 00:05:14.920 Hannah Wang: I think would be helpful for us to track everything because
43 00:05:14.920 ⇒ 00:05:24.170 Hannah Wang: everything’s kind of everywhere. So I mentioned that the website. This is the website, post. Hoc, we do capture things. But I
44 00:05:24.440 ⇒ 00:05:28.272 Hannah Wang: yeah, I don’t really look at this.
45 00:05:29.030 ⇒ 00:05:35.300 Hannah Wang: maybe I should. But it’s just like hard, for it’s just a lot on this page, and
46 00:05:35.620 ⇒ 00:05:52.659 Hannah Wang: it’s kind of overwhelming and then, like Ryan mentioned, he tried to build this out and then pass it off to the AI team. But I think they’re busy right now. So having this would be helpful tracking Linkedin so let me go share the notion board again.
47 00:05:54.741 ⇒ 00:06:02.360 Hannah Wang: So I just kind of used AI to come up with like metrics that could be helpful for us. So I guess
48 00:06:02.550 ⇒ 00:06:21.869 Hannah Wang: we can maybe talk through those. So there’s Linkedin, the website, the sales assets. Mustafa mentioned to me that he finished this. So I am actually going. I’ll move this down here. You can ignore that for now.
49 00:06:22.820 ⇒ 00:06:28.275 Hannah Wang: Oh, I he worked on it. I just have to review it.
50 00:06:29.120 ⇒ 00:06:44.192 Hannah Wang: And then the 3rd thing there is. We’re running a lot of sales campaigns like I mentioned to you, Vishnu, on Monday. And we do use a Google doc for tracking stuff. So let me share another screen again.
51 00:06:46.860 ⇒ 00:06:49.010 Hannah Wang: Oh, not that one.
52 00:06:51.630 ⇒ 00:07:02.770 Hannah Wang: So this is the Google Doc. And there’s a lot of tabs down here, but I guess the one that you could look on look at is campaign tracker. I know we have a kickoff.
53 00:07:03.340 ⇒ 00:07:13.449 Hannah Wang: We have a kickoff meeting for this. I don’t know vision if you’re invited. Yeah, I marked you as optional. But yeah, I guess during that meeting.
54 00:07:13.450 ⇒ 00:07:14.780 Vishnu: I’ll be there for it.
55 00:07:14.780 ⇒ 00:07:24.869 Hannah Wang: Okay, cool, I think during that meeting we’ll kind of discuss where we want to track all these metrics. Like leads added sent replies, etc?
56 00:07:25.090 ⇒ 00:07:31.449 Hannah Wang: but yeah, maybe maybe that will be also be in the dashboard as well.
57 00:07:31.970 ⇒ 00:07:37.660 Hannah Wang: so yeah, maybe. Are there any questions so far? Or anything like that.
58 00:07:38.847 ⇒ 00:07:57.452 Vishnu: Yeah. So I just wanted to ask you so avish has like given me a bunch of tasks related to like again, it was building a productivity dashboards using and then loading some other data source into rail and building another dashboard there. He also wanted me to.
59 00:07:58.592 ⇒ 00:08:04.747 Vishnu: you know. There are some Api endpoints. He wants me to load them onto a spreadsheet and
60 00:08:06.431 ⇒ 00:08:10.199 Vishnu: make different worksheets for each of those endpoints.
61 00:08:10.430 ⇒ 00:08:11.039 Vishnu: So
62 00:08:12.470 ⇒ 00:08:23.709 Vishnu: my question is like, are we going to use real dashboards here, like, how avish is making me doing the making me dashboard for the productivity, or we are going to use like tableau or looker.
63 00:08:26.460 ⇒ 00:08:31.430 Hannah Wang: I don’t really know. What real does. Is that a data warehouse, or what what is it.
64 00:08:31.780 ⇒ 00:08:34.531 Ryan Brosas: Is a visual thingy
65 00:08:35.220 ⇒ 00:08:36.510 Hannah Wang: Oh, data, viz, okay.
66 00:08:36.510 ⇒ 00:08:42.410 Vishnu: Yes, another sort of like it does not have all the capabilities of, let’s say, a tableau.
67 00:08:42.520 ⇒ 00:08:45.670 Vishnu: But then, yeah, it it visualizes data.
68 00:08:45.670 ⇒ 00:08:46.170 Hannah Wang: I see.
69 00:08:46.170 ⇒ 00:08:47.889 Vishnu: Like plots and stuff like that.
70 00:08:50.800 ⇒ 00:08:56.039 Hannah Wang: I guess you can discuss with a wish. I’m not
71 00:08:56.360 ⇒ 00:08:59.910 Hannah Wang: like. I don’t have a strong preference just because I’ve never like
72 00:09:00.450 ⇒ 00:09:11.490 Hannah Wang: asked for a dashboard before and worked with dashboards. So I think, whatever is like technically feasible, is probably okay. Yeah.
73 00:09:13.370 ⇒ 00:09:14.380 Hannah Wang: okay, okay.
74 00:09:14.380 ⇒ 00:09:18.529 Vishnu: Alright. I’ll bring it up with him, and I’ll keep you in. Loop about it.
75 00:09:18.530 ⇒ 00:09:31.940 Hannah Wang: Yeah, I I feel like I won’t have a strong preference, just because I’ve not. I haven’t used any of those platforms before, so any of them will be fine, I think. I don’t know, Ryan. Did you have a thought.
76 00:09:36.260 ⇒ 00:09:39.379 Hannah Wang: Ryan? Did you have a preference on which one to use.
77 00:09:40.000 ⇒ 00:09:42.279 Ryan Brosas: I’m sorry. What is the question? Sorry?
78 00:09:42.440 ⇒ 00:09:47.099 Hannah Wang: Oh, did you have like a preference for real or looker, or tableau?
79 00:09:47.880 ⇒ 00:09:53.630 Ryan Brosas: Oh, I don’t really know what. Yeah, I think, whatever works for me, because I’m not
80 00:09:53.970 ⇒ 00:09:57.909 Ryan Brosas: like, he’s the stuff guy. But yeah, whatever.
81 00:09:57.910 ⇒ 00:10:02.959 Hannah Wang: Yeah. So we’re both not data people. So I think it’s fine. Whatever, whatever is easier.
82 00:10:02.960 ⇒ 00:10:03.659 Vishnu: Okay. Okay.
83 00:10:04.870 ⇒ 00:10:26.749 Hannah Wang: So yeah for linkedin like, I said, I just kinda use AI to come up with the things that we want tracked. Maybe, Ryan, you can send over like that Json file. I’m sure that Json file has like the key metrics that you want to kinda track. I also don’t. Really. I haven’t looked at the Linkedin
84 00:10:27.385 ⇒ 00:10:35.690 Hannah Wang: dashboard, or whatever they have on their website before. So feel free to add whatever else is like helpful
85 00:10:35.920 ⇒ 00:10:46.068 Hannah Wang: here. But I think in general, just impressions, which is like how many times the posts were shown. The engagement rate.
86 00:10:47.360 ⇒ 00:11:01.050 Hannah Wang: so basically, how much people like interact with our post? How many like click through rate, which is how like just clicks on links and ctas and stuff and I guess tracking like follower growth.
87 00:11:02.830 ⇒ 00:11:16.969 Hannah Wang: I don’t know if that’s feasible or helpful. So yeah, just feel free to let me know, like what is available on Linkedin, and what data we can bring into the dashboard.
88 00:11:17.526 ⇒ 00:11:33.669 Hannah Wang: I guess another thing to note is that there’s the company Linkedin plus Utam’s Linkedin plus Robert’s Linkedin. Those are kind of the 3 Linkedin accounts that we focus on. So I think for each of those, maybe, having all of these
89 00:11:35.950 ⇒ 00:11:38.999 Hannah Wang: Do you have any other thoughts, Ryan, on Linkedin.
90 00:11:42.073 ⇒ 00:11:45.593 Ryan Brosas: currently, I don’t really have any
91 00:11:46.650 ⇒ 00:11:59.080 Ryan Brosas: thoughts about it. But yeah, excited about this, because you know, we are the data company. So I’m really still on like booking, what is the progress on our, you know.
92 00:11:59.240 ⇒ 00:12:01.740 Ryan Brosas: marketing effort? So, yeah.
93 00:12:02.350 ⇒ 00:12:11.629 Hannah Wang: Cool, cool and then the next avenue is the website. So I guess.
94 00:12:12.590 ⇒ 00:12:18.040 Hannah Wang: yeah, these are, I mean everything. There’s a lot of things in post hoc, too, I’m sure. But
95 00:12:21.420 ⇒ 00:12:27.078 Hannah Wang: I think these are like pretty standard metrics for website analytics.
96 00:12:28.510 ⇒ 00:12:34.329 Hannah Wang: So yeah, I think I think this will be a good start. I think probably the most useful one is the landing.
97 00:12:34.810 ⇒ 00:12:37.060 Hannah Wang: the landing pages,
98 00:12:38.310 ⇒ 00:12:46.840 Hannah Wang: and just like how many like which page basically, people go to, and which is like our top page
99 00:12:47.380 ⇒ 00:12:52.490 Hannah Wang: visited and stuff like that. So yeah, I’m sure
100 00:12:52.740 ⇒ 00:12:58.939 Hannah Wang: this is all helpful, and I think probably most of this is our is already in post hog and stuff.
101 00:13:00.300 ⇒ 00:13:05.119 Hannah Wang: so yeah, that’ll be fine. And then I guess the last one is the campaigns
102 00:13:05.390 ⇒ 00:13:10.726 Hannah Wang: thing. But I think maybe we can just talk about that. During the next meeting.
103 00:13:11.380 ⇒ 00:13:14.900 Hannah Wang: like, I said, we already have the Google sheets tracker. But
104 00:13:15.040 ⇒ 00:13:18.329 Hannah Wang: maybe tracking this in the dashboard would also
105 00:13:18.980 ⇒ 00:13:25.474 Hannah Wang: be helpful. But I also I don’t know if it’s redundant. So I think I want Utam’s kind of opinion on that.
106 00:13:26.760 ⇒ 00:13:29.655 Hannah Wang: But yeah,
107 00:13:31.912 ⇒ 00:13:40.029 Hannah Wang: yeah, I guess this is kind of just the overview of what we want and what would be helpful? For tracking for the marketing team?
108 00:13:40.606 ⇒ 00:13:46.019 Hannah Wang: I’ll take a look at what Mustafa built and what where he like, built
109 00:13:46.380 ⇒ 00:13:50.020 Hannah Wang: the dashboard, or like stored everything, and then
110 00:13:50.190 ⇒ 00:13:59.590 Hannah Wang: I’ll let you know Vishnu, and also I’ll let Abigail know to kind of what he did, or have him talk to you guys about how he’s.
111 00:13:59.590 ⇒ 00:14:02.870 Vishnu: Yes, like, if if he’s able to like, share us, the link or a picture of.
112 00:14:02.870 ⇒ 00:14:03.240 Hannah Wang: Yeah.
113 00:14:03.470 ⇒ 00:14:06.210 Vishnu: For reference. Be super helpful.
114 00:14:06.580 ⇒ 00:14:15.140 Hannah Wang: Yeah, he sent me like a demo but I haven’t had a chance to look at it. So once I do, I’ll let you know or I’ll tell him to reach out to you guys.
115 00:14:15.720 ⇒ 00:14:16.380 Vishnu: Okay.
116 00:14:18.230 ⇒ 00:14:26.230 Hannah Wang: Okay, cool. Yeah. Are there any other questions? Yeah. Any other questions or comments?
117 00:14:27.348 ⇒ 00:14:29.139 Vishnu: Nothing from my end.
118 00:14:29.920 ⇒ 00:14:43.813 Hannah Wang: Okay, cool. So I know we have a weekly sync, so yeah, just feel free to like Demo, whatever you guys like, build up to that point. I think it’s every Thursday. So,
119 00:14:44.850 ⇒ 00:14:57.329 Hannah Wang: yeah, this, I think this will be very helpful. Just yeah, to start tracking everything because we have a lot of marketing initiatives. And I guess before.
120 00:14:57.520 ⇒ 00:15:03.190 Hannah Wang: like we were just so busy building everything that we didn’t even think about tracking stuff.
121 00:15:03.400 ⇒ 00:15:06.740 Hannah Wang: But Utam like, obviously kinda
122 00:15:07.510 ⇒ 00:15:19.130 Hannah Wang: push the gas on like wanting us to track stuff. So I think finally, we’re at a point where we can finally kinda track everything. So I’m I’m excited to see how you guys build the dashboard. And
123 00:15:20.040 ⇒ 00:15:21.702 Hannah Wang: yeah, we can go from there.
124 00:15:23.140 ⇒ 00:15:25.819 Vishnu: Okay, yeah, sounds like a plan. Yep.
125 00:15:26.080 ⇒ 00:15:38.390 Hannah Wang: Awesome. I don’t know where you want me to message. You guys like the interns. Do you want me to message you like in the intern channel
126 00:15:39.811 ⇒ 00:15:43.060 Hannah Wang: intern. Is there an intern channel.
127 00:15:43.396 ⇒ 00:15:46.429 Vishnu: Yes, there is a internship program. 2025.
128 00:15:46.430 ⇒ 00:15:54.640 Hannah Wang: Okay. Do you want me to join that and talk with you and Abigail on there without.
129 00:15:54.640 ⇒ 00:16:00.190 Vishnu: Yeah, I think, yes, yeah. That’s where the communication mostly is happening. Apart from.
130 00:16:00.190 ⇒ 00:16:00.950 Hannah Wang: Okay.
131 00:16:00.950 ⇒ 00:16:01.570 Vishnu: Yep.
132 00:16:01.790 ⇒ 00:16:09.450 Hannah Wang: Okay, cool, Ryan, if you want to join that, feel free to as well, it’s just called internship program 2025. And then we’ll talk there.
133 00:16:10.700 ⇒ 00:16:13.770 Hannah Wang: Okay, thanks for the good kickoff guys.
134 00:16:14.720 ⇒ 00:16:15.599 Vishnu: All right. Yep.
135 00:16:16.420 ⇒ 00:16:18.280 Hannah Wang: Talk on slack, bye.
136 00:16:18.280 ⇒ 00:16:18.960 Vishnu: Bye-bye.