Meeting Title: GHL Source Marketing Team Sync Date: 2025-09-10 Meeting participants: Awaish Kumar, Ryon
WEBVTT
1 00:03:36.250 ⇒ 00:03:38.149 Ryon: Hello, Wish, how are you doing?
2 00:03:51.030 ⇒ 00:03:52.190 Awaish Kumar: Yeah, sorry.
3 00:03:52.630 ⇒ 00:03:57.960 Awaish Kumar: My life was good, I’m good, how about you?
4 00:03:58.670 ⇒ 00:04:00.299 Ryon: I’m good, I’m good.
5 00:04:00.510 ⇒ 00:04:04.259 Ryon: Is this the first time you and I have talked on a meeting or a call together?
6 00:04:05.900 ⇒ 00:04:09.599 Awaish Kumar: I think so, yeah.
7 00:04:09.600 ⇒ 00:04:13.290 Ryon: Pleasure to meet you, officially… well, virtually. Pleasure to meet you virtually.
8 00:04:13.860 ⇒ 00:04:14.820 Awaish Kumar: Sorry?
9 00:04:15.080 ⇒ 00:04:17.290 Ryon: Pleasure to meet you virtually. Pleasure to meet you virtually.
10 00:04:17.290 ⇒ 00:04:19.500 Awaish Kumar: Yeah, pleasure to meet you, too.
11 00:04:19.880 ⇒ 00:04:20.510 Ryon: Nope.
12 00:04:23.020 ⇒ 00:04:28.389 Ryon: Awesome! Okay, the GHL Source Marketing Team Authentication.
13 00:04:28.810 ⇒ 00:04:35.579 Ryon: Here is what I know about this. This is coming from Joseph. He needs…
14 00:04:36.550 ⇒ 00:04:41.220 Ryon: Let’s see… connect GHL source… Thanks, hugely appreciation.
15 00:04:43.750 ⇒ 00:04:47.149 Ryon: Yeah, so here’s the background on this.
16 00:04:47.520 ⇒ 00:04:54.899 Ryon: Joseph is running a bunch of SMS campaigns. This… I don’t know if this is what you’re looking for or you’re not looking for, but I’m just going to give you kind of the high level.
17 00:04:55.020 ⇒ 00:05:09.569 Ryon: Yeah, Joseph is running a bunch of SMS campaigns, but he needs to know which customers have returned to the site and restarted their intake, and which haven’t.
18 00:05:09.730 ⇒ 00:05:20.850 Ryon: Right, so some of them have restarted their intake, some of them have not. Maybe they came through, like, email or whatever else. He needs to make sure that he gets an updated list of phone numbers
19 00:05:20.960 ⇒ 00:05:30.760 Ryon: that he is allowed to message and say, hey, come back to the site and start your intake over again. Like, restart your intake. So, yeah, that’s why…
20 00:05:31.070 ⇒ 00:05:35.120 Ryon: That’s why, he made this request. He needs the data
21 00:05:35.440 ⇒ 00:05:38.490 Ryon: pushed from BigQuery to GHL. That’s as I understand it.
22 00:05:39.260 ⇒ 00:05:44.960 Awaish Kumar: But the… what the… what the ask is, like, It says the… the…
23 00:05:45.380 ⇒ 00:05:48.680 Awaish Kumar: The customers who abandoned the checkout.
24 00:05:49.120 ⇒ 00:05:58.210 Awaish Kumar: And have… but haven’t completed the purchase, that means, Those customers who basically…
25 00:05:58.600 ⇒ 00:06:02.080 Awaish Kumar: I left the card in the middle, right?
26 00:06:02.960 ⇒ 00:06:06.039 Ryon: Abandoned customers, yes. Left the funnel, yeah.
27 00:06:06.260 ⇒ 00:06:13.150 Awaish Kumar: Also, like, what I’m seeing is in the segment, we already have this,
28 00:06:14.420 ⇒ 00:06:17.720 Awaish Kumar: Session abandoned, so this data is for…
29 00:06:17.940 ⇒ 00:06:23.730 Awaish Kumar: for GLP-1 index, this data is already going to GHN.
30 00:06:26.320 ⇒ 00:06:32.799 Ryon: So, not according to… not according to Joseph, not according to him. Is it the case for all products, or is it just GLP-1s?
31 00:06:34.250 ⇒ 00:06:37.090 Awaish Kumar: This is just for, GLP-1.
32 00:06:37.950 ⇒ 00:06:40.950 Ryon: Okay, so he might need it for all products, not just GLP-1s.
33 00:06:40.950 ⇒ 00:06:43.399 Awaish Kumar: Okay, yeah, that’s… that’s what my…
34 00:06:43.700 ⇒ 00:06:46.709 Awaish Kumar: Basically, I was like, I got this request as well.
35 00:06:47.450 ⇒ 00:06:48.670 Ryon: What’s this?
36 00:06:48.670 ⇒ 00:06:50.450 Awaish Kumar: from Tigran of Qatar.
37 00:06:50.550 ⇒ 00:06:53.630 Awaish Kumar: Where they want… where they mention that…
38 00:06:54.070 ⇒ 00:06:58.529 Awaish Kumar: This segment to GHL is working for SEMA.
39 00:06:59.160 ⇒ 00:07:04.229 Awaish Kumar: Product, but they want, to include, like, other products.
40 00:07:04.540 ⇒ 00:07:07.639 Ryon: Yeah, it needs to be all products, not just one, yeah.
41 00:07:08.110 ⇒ 00:07:16.800 Awaish Kumar: I… so yeah, my question just is that I just want to streamline these requests, which are, like, scattered across
42 00:07:17.010 ⇒ 00:07:18.620 Awaish Kumar: Different requests.
43 00:07:20.180 ⇒ 00:07:25.279 Awaish Kumar: If we just combine them all, it seems like we want to get all the
44 00:07:26.060 ⇒ 00:07:29.539 Awaish Kumar: Customers who abandon the session, no matter what product.
45 00:07:29.650 ⇒ 00:07:32.839 Awaish Kumar: And we want to move… move those to GHN.
46 00:07:32.940 ⇒ 00:07:34.220 Awaish Kumar: Is that correct?
47 00:07:34.820 ⇒ 00:07:41.210 Ryon: That’s correct, yes. But it needs to also be updated regularly. So, like, in a hypothetical world, if…
48 00:07:41.560 ⇒ 00:07:47.330 Ryon: Customer comes back to… like… the intake…
49 00:07:50.260 ⇒ 00:07:55.959 Ryon: but we still think they’re abandoned, we don’t want to be messaging them multiple times. We don’t want redundant messaging, basically.
50 00:07:58.250 ⇒ 00:08:07.339 Awaish Kumar: Okay, but isn’t, like, aren’t… aren’t we sending messages based on time? So, basically, this data,
51 00:08:08.810 ⇒ 00:08:13.930 Awaish Kumar: is going to GHL, and it has the, like, the… Event time, right?
52 00:08:14.050 ⇒ 00:08:16.540 Awaish Kumar: So if, if event isn’t passed.
53 00:08:16.830 ⇒ 00:08:20.599 Awaish Kumar: Isn’t that handled using that event time field, or…
54 00:08:20.600 ⇒ 00:08:26.450 Ryon: Right, but what I’m saying is, let’s say that somebody abandoned the intake 3 hours ago.
55 00:08:26.600 ⇒ 00:08:30.299 Ryon: 3 hours a day. Okay. We send them through to GHL.
56 00:08:30.750 ⇒ 00:08:36.980 Ryon: GHL figures out that they abandoned the intake 3 hours ago, and then 2 hours from now.
57 00:08:37.380 ⇒ 00:08:42.080 Ryon: it’s planning to send them an SMS message, right? But…
58 00:08:42.409 ⇒ 00:08:50.090 Ryon: Between when it sends them the message and when they abandon the intake originally, they come back to the intake.
59 00:08:50.370 ⇒ 00:08:59.160 Ryon: And keep going, right? So, in other words, we do not want there to be a situation where somebody comes back and restarts the intake, and we also message them.
60 00:08:59.310 ⇒ 00:09:10.339 Ryon: Right? We need to make sure that there’s no issue where the data doesn’t report to GHL who is truly still abandoned and who is not abandoned, basically.
61 00:09:10.690 ⇒ 00:09:16.470 Awaish Kumar: Okay, so if a session is abandoned and the user comes back, Then…
62 00:09:17.130 ⇒ 00:09:21.389 Awaish Kumar: Like, do you know the flow? Like, where it will end? Like, if it completes?
63 00:09:22.910 ⇒ 00:09:29.139 Awaish Kumar: If I use it abundance, and it comes back, and then completes the intake. So, will I find it and signed up?
64 00:09:29.620 ⇒ 00:09:32.410 Awaish Kumar: Like, in the Basque signed-up event, or…
65 00:09:32.550 ⇒ 00:09:35.100 Awaish Kumar: Should I look at an order completed?
66 00:09:47.680 ⇒ 00:09:49.570 Awaish Kumar: So, in-tech completed doesn’t.
67 00:09:49.570 ⇒ 00:09:56.760 Ryon: In order completed, in order completed, you will see that the person has completed an order, so you’ll know that that person should not be included in the list.
68 00:09:58.020 ⇒ 00:09:59.099 Awaish Kumar: Yes.
69 00:09:59.490 ⇒ 00:10:04.229 Ryon: Signed up… signed up just means they started the sign-up, it doesn’t mean they completed the order.
70 00:10:04.710 ⇒ 00:10:14.400 Ryon: So I wouldn’t look at that. But that’s… here’s my thing, that’s not actually getting 100% of what I’m trying to avoid. I’m trying to make sure
71 00:10:14.530 ⇒ 00:10:21.740 Ryon: That the list of people who’ve fallen off Is still the same.
72 00:10:22.380 ⇒ 00:10:25.679 Ryon: when SMS messages are sent. So…
73 00:10:25.940 ⇒ 00:10:31.669 Ryon: I think you could get around this by just simply updating that list, like, every 30 minutes or something.
74 00:10:31.670 ⇒ 00:10:32.390 Awaish Kumar: Yeah, but I…
75 00:10:32.390 ⇒ 00:10:33.070 Ryon: chances.
76 00:10:33.680 ⇒ 00:10:41.309 Awaish Kumar: Yeah, we just… but I just, like, if I look at session abandoned data, which is coming from Basque, I will see, like, there are a thousand
77 00:10:41.570 ⇒ 00:10:45.760 Awaish Kumar: Customers, maybe, who have been in the session, But now…
78 00:10:45.860 ⇒ 00:10:49.259 Awaish Kumar: In a… in, like, after an hour, maybe we…
79 00:10:49.720 ⇒ 00:10:57.090 Awaish Kumar: We got some people who actually completed the The sec… like, the… intake.
80 00:10:57.600 ⇒ 00:11:04.130 Awaish Kumar: So, I… I want to figure that out, where that data will be, where can I find that?
81 00:11:04.670 ⇒ 00:11:05.489 Awaish Kumar: Even if it’s.
82 00:11:05.490 ⇒ 00:11:14.649 Ryon: You’re gonna see… you’re gonna see them from the order completed table, right? They’re gonna show up in the order completed table as, like, you… you have completed an order, basically.
83 00:11:14.650 ⇒ 00:11:15.290 Awaish Kumar: Okay.
84 00:11:16.290 ⇒ 00:11:24.049 Awaish Kumar: So, okay, and… My second question is, what that timeframe should be.
85 00:11:24.260 ⇒ 00:11:26.630 Awaish Kumar: Right.
86 00:11:27.100 ⇒ 00:11:34.400 Awaish Kumar: as a user, abandoned the session, and then I placed an order.
87 00:11:35.420 ⇒ 00:11:40.280 Awaish Kumar: And he might have, like, Created another session, right?
88 00:11:40.530 ⇒ 00:11:44.669 Awaish Kumar: So, we’re going to just… Do we want to have any…
89 00:11:47.140 ⇒ 00:11:50.930 Awaish Kumar: Time frame when we want to consider the session abandoned?
90 00:11:51.090 ⇒ 00:11:52.000 Awaish Kumar: Hello.
91 00:11:54.280 ⇒ 00:11:55.230 Ryon: You mean, like…
92 00:11:55.360 ⇒ 00:12:01.520 Ryon: we don’t want to send them a message directly after they’ve abandoned it, like, we want to wait for, like, 30 minutes or something? Is that what you’re saying?
93 00:12:03.440 ⇒ 00:12:06.929 Awaish Kumar: Ria, like, one… one is that, other one is…
94 00:12:11.140 ⇒ 00:12:14.129 Awaish Kumar: Yeah, what if a user completes,
95 00:12:14.970 ⇒ 00:12:19.720 Awaish Kumar: Like, evidence in the session, like, you know, in the past, so…
96 00:12:21.070 ⇒ 00:12:24.089 Awaish Kumar: Do we want to include those as well? Like, for example.
97 00:12:24.940 ⇒ 00:12:30.599 Ryon: Yes. All sessions abandoned, all sessions abandoned. But we’re gonna have to break it down by…
98 00:12:31.300 ⇒ 00:12:37.140 Ryon: You know, like, like, what intake they abandoned. So, are you asking about people who abandoned multiple?
99 00:12:38.680 ⇒ 00:12:39.340 Awaish Kumar: Yep.
100 00:12:39.660 ⇒ 00:12:45.099 Ryon: Yeah, so we’ve got to break it down so that the GHL system knows which intake they abandoned.
101 00:12:47.410 ⇒ 00:12:48.270 Awaish Kumar: Okay.
102 00:12:50.100 ⇒ 00:12:54.039 Awaish Kumar: So, we need to know… The customer and the…
103 00:12:54.250 ⇒ 00:12:58.989 Awaish Kumar: Intake. Intake… intake, like, is that directly related to the product?
104 00:12:59.860 ⇒ 00:13:00.400 Ryon: Yes.
105 00:13:01.600 ⇒ 00:13:06.579 Awaish Kumar: Okay, so each product has their own intent.
106 00:13:07.240 ⇒ 00:13:19.690 Ryon: No. Each is… so, a product, or a theme or category of products will be attached to an intake. GLP ones are only going to be in one intake. NAD is only going to be in one intake, stuff like that, right?
107 00:13:22.800 ⇒ 00:13:23.490 Awaish Kumar: Okay.
108 00:13:25.590 ⇒ 00:13:32.569 Awaish Kumar: And, okay, that’s… Okay, yeah, that was really…
109 00:13:33.260 ⇒ 00:13:36.369 Awaish Kumar: informative. I will just work on that one.
110 00:13:36.660 ⇒ 00:13:49.269 Awaish Kumar: And, apart from that, yeah, on the GHL, there are multiple subaccounts.
111 00:13:49.500 ⇒ 00:13:53.829 Awaish Kumar: So, is there any specific account you want to connect, or…
112 00:13:54.270 ⇒ 00:13:57.749 Awaish Kumar: Only the one which is already connected to Segment is fine, or…
113 00:14:02.160 ⇒ 00:14:07.450 Ryon: The one attached to… wait, well, that’s a good question. Which account should it go to?
114 00:14:08.420 ⇒ 00:14:10.909 Ryon: I don’t know. You’ll have to ask.
115 00:14:11.050 ⇒ 00:14:12.470 Ryon: Joseph McBride.
116 00:14:12.470 ⇒ 00:14:13.110 Awaish Kumar: Okay.
117 00:14:13.310 ⇒ 00:14:14.000 Ryon: Confirm with him.
118 00:14:14.330 ⇒ 00:14:15.070 Ryon: Which.
119 00:14:15.070 ⇒ 00:14:16.100 Awaish Kumar: I’d love.
120 00:14:16.570 ⇒ 00:14:21.699 Awaish Kumar: I will do that. Okay, so apart from this, I got another ticket from you
121 00:14:21.940 ⇒ 00:14:34.980 Awaish Kumar: Which is basically about… This, remember, data… There’s the information about the… Come on.
122 00:14:35.890 ⇒ 00:14:38.520 Awaish Kumar: Scope of member data, which needs to be migrated.
123 00:14:38.700 ⇒ 00:14:44.730 Awaish Kumar: So… Did you mean, when you say member, does that mean the customers?
124 00:14:45.720 ⇒ 00:14:46.450 Ryon: Yes.
125 00:14:47.640 ⇒ 00:14:49.959 Ryon: The session or the member data, yes.
126 00:14:50.380 ⇒ 00:14:52.610 Awaish Kumar: So, we want to see the total…
127 00:14:53.800 ⇒ 00:14:59.620 Ryon: Which one is this? Go up, go up real quick, go up. Oh, sorry, did you change topics? You did. Okay, go up to the top real quick.
128 00:15:01.120 ⇒ 00:15:07.589 Ryon: Oh, yeah, yeah, okay. This is really simple. I’ll just… here, can I share my screen? I’ll just show you real quick what I’m looking for.
129 00:15:11.850 ⇒ 00:15:13.899 Ryon: Okay, here’s all I need.
130 00:15:14.020 ⇒ 00:15:21.260 Ryon: From this, it should be pretty straightforward and simple. Okay, so let’s say…
131 00:15:24.710 ⇒ 00:15:31.429 Ryon: I basically just need 2 or 3 tables. One would be monthly, like this…
132 00:15:34.750 ⇒ 00:15:35.800 Ryon: 6…
133 00:15:40.430 ⇒ 00:15:49.680 Ryon: Okay, so all I need is, like, You know… How many users… Or how many members?
134 00:15:50.200 ⇒ 00:15:52.130 Ryon: are on plans.
135 00:15:52.310 ⇒ 00:15:54.819 Ryon: That are in each of these cadences.
136 00:15:55.070 ⇒ 00:15:57.529 Ryon: Right? That’s… that’s the first.
137 00:15:58.120 ⇒ 00:16:01.840 Ryon: number that I need. The second number that I need is…
138 00:16:04.940 ⇒ 00:16:05.920 Ryon: Like this.
139 00:16:06.700 ⇒ 00:16:08.950 Ryon: And then, what’s today? Today is…
140 00:16:16.800 ⇒ 00:16:17.650 Ryon: So…
141 00:16:18.360 ⇒ 00:16:21.610 Awaish Kumar: And what about those which are on, like, the multiple?
142 00:16:23.090 ⇒ 00:16:24.290 Ryon: Multiple, yes.
143 00:16:24.490 ⇒ 00:16:26.429 Ryon: So then, you know, going out…
144 00:16:27.110 ⇒ 00:16:34.020 Ryon: 365 days, right? I just need to know, on this day, how many people are going to be
145 00:16:34.490 ⇒ 00:16:42.170 Ryon: Renewing for monthly, quarterly, 6-month, or 12-month, and then the total number, right? So I can get an idea of, like, which day people are renewing or when.
146 00:16:42.290 ⇒ 00:16:45.850 Ryon: Right? And then just… this is just the total. That’s all I need.
147 00:16:46.700 ⇒ 00:16:50.720 Awaish Kumar: Okay, and renewal means, like, if someone.
148 00:16:50.720 ⇒ 00:16:54.840 Ryon: Meaning, like, their plan or their subscription ends, right?
149 00:16:54.840 ⇒ 00:16:56.100 Awaish Kumar: Yeah.
150 00:16:56.100 ⇒ 00:16:59.920 Ryon: So, like, the monthly people will be in 30 days, right? The…
151 00:17:00.390 ⇒ 00:17:06.300 Ryon: The quarterly will be in 3 months, and so, yeah. You should be able to see that based on the plan that they’ve signed up for.
152 00:17:07.470 ⇒ 00:17:08.200 Awaish Kumar: Okay.
153 00:17:09.450 ⇒ 00:17:17.459 Awaish Kumar: And yeah, I was asking, like, if people are on monthly and quarterly, should we count them in both, or…
154 00:17:19.730 ⇒ 00:17:22.020 Awaish Kumar: Where a customer should be counted in both, right?
155 00:17:23.650 ⇒ 00:17:31.320 Ryon: Yes, if somebody is in a monthly plan for one product, but a quarterly plan for another, it should be counted as both.
156 00:17:31.740 ⇒ 00:17:37.070 Ryon: In fact, sorry, hold on. I’m gonna add a layer, a dimension, if that’s okay.
157 00:17:39.640 ⇒ 00:17:41.369 Ryon: Can you add product?
158 00:17:41.880 ⇒ 00:17:42.800 Ryon: To this?
159 00:17:43.580 ⇒ 00:17:48.259 Ryon: Okay. So, like, if this was, like, I don’t know, GLP-1, like that?
160 00:17:49.250 ⇒ 00:17:51.780 Ryon: And then, you know, down here we had…
161 00:17:52.090 ⇒ 00:17:55.760 Awaish Kumar: I, I… so I… I just… we would just want to look at…
162 00:17:55.990 ⇒ 00:17:59.599 Awaish Kumar: the ones which are currently active, right? Not all the historical data.
163 00:18:00.420 ⇒ 00:18:02.559 Ryon: No. Only active people.
164 00:18:02.680 ⇒ 00:18:09.080 Ryon: Historical data, all I… all I need from you, from historical data, is just… Very simple.
165 00:18:10.050 ⇒ 00:18:14.260 Ryon: state, Total. So, Active.
166 00:18:14.880 ⇒ 00:18:16.769 Ryon: Inactive. And then just…
167 00:18:17.880 ⇒ 00:18:23.039 Ryon: Total number for each. That’s it. So how many active do we have? How many inactive do we have? That’s it.
168 00:18:27.540 ⇒ 00:18:28.240 Awaish Kumar: Okay.
169 00:18:28.900 ⇒ 00:18:29.900 Awaish Kumar: Excellent.
170 00:18:30.260 ⇒ 00:18:31.899 Ryon: Let me send this to you so you have it.
171 00:18:59.130 ⇒ 00:18:59.980 Awaish Kumar: No.
172 00:19:02.210 ⇒ 00:19:05.170 Awaish Kumar: Yeah, that’s it from my side.
173 00:19:10.710 ⇒ 00:19:12.870 Ryon: There you go. So I sent you the.
174 00:19:12.870 ⇒ 00:19:13.819 Awaish Kumar: Yep, I see.
175 00:19:13.820 ⇒ 00:19:15.780 Ryon: Excel sheet. Anything else?
176 00:19:16.660 ⇒ 00:19:17.660 Awaish Kumar: Nope.
177 00:19:18.230 ⇒ 00:19:20.639 Ryon: Awesome. Thank you, Wish. Appreciate it.
178 00:19:20.640 ⇒ 00:19:24.010 Awaish Kumar: Yeah, think of… Nope.