Meeting Title: Marketing & Sales Standup Date: 2025-10-10 Meeting participants: Rico Rejoso, Raymund Verzosa, Ryan Brosas
WEBVTT
1 00:01:25.660 ⇒ 00:01:26.929 Rico Rejoso: Hey, you guys.
2 00:01:29.700 ⇒ 00:01:30.940 Ryan Brosas: He’s.
3 00:01:31.570 ⇒ 00:01:35.179 Rico Rejoso: Sorry, one sec, let me catch my breath.
4 00:01:37.730 ⇒ 00:01:40.620 Ryan Brosas: You took my bread away…
5 00:01:41.870 ⇒ 00:01:49.650 Rico Rejoso: Okay, so, just a quick check-in before we proceed to, meeting with Tom for… the Sprint Review.
6 00:01:49.810 ⇒ 00:01:52.010 Rico Rejoso: Mission, miscommunic That would be good.
7 00:01:58.190 ⇒ 00:01:58.890 Rico Rejoso: Right.
8 00:01:59.160 ⇒ 00:02:09.570 Rico Rejoso: Roy, how are you on this one? The transfer? You mentioned this one is… block, right?
9 00:02:10.130 ⇒ 00:02:15.379 Rico Rejoso: Or still in review by Utam and Robert. No confirmation yet. When was the last time you followed up?
10 00:02:16.510 ⇒ 00:02:32.349 Ryan Brosas: No confirmation yet, I will ask again later, and I’m still, like, the other thing that you said, I think that’s a huge ticket on the in-progress one, the one in progress.
11 00:02:32.540 ⇒ 00:02:33.670 Rico Rejoso: This one, right?
12 00:02:33.670 ⇒ 00:02:39.470 Ryan Brosas: Yeah, there’s an automation there. I’m currently doing that.
13 00:02:39.750 ⇒ 00:02:42.009 Rico Rejoso: What have you done so far on this one?
14 00:02:43.120 ⇒ 00:02:52.080 Ryan Brosas: So there’s, the… the state… well, the… the two that I did is the dashboard.
15 00:02:52.630 ⇒ 00:03:01.000 Ryan Brosas: Well, the dashboard, or they have the one… let me check here… .
16 00:03:02.370 ⇒ 00:03:03.120 Rico Rejoso: Okay.
17 00:03:04.070 ⇒ 00:03:12.240 Ryan Brosas: So, yeah, we have the close one pipeline here already, like, the pipeline revenue, revenue one, and created deals.
18 00:03:12.420 ⇒ 00:03:28.769 Ryan Brosas: So, then we got, like, total leads by sources, because this is the one that I did yesterday, but there’s, like, if you see something there, that there’s, like, an automation, so I’m currently doing that today.
19 00:03:31.320 ⇒ 00:03:32.290 Ryan Brosas: Alright.
20 00:03:32.920 ⇒ 00:03:36.399 Ryan Brosas: the stale flag, I need to…
21 00:03:36.700 ⇒ 00:03:40.039 Ryan Brosas: do the automation first, because I need, well…
22 00:03:40.080 ⇒ 00:03:41.699 Rico Rejoso: What kind of automation was that?
23 00:03:42.140 ⇒ 00:03:46.889 Ryan Brosas: You can check their,
24 00:03:47.650 ⇒ 00:03:53.289 Ryan Brosas: be less contacted and still… still indicator. That’s an automation.
25 00:03:54.390 ⇒ 00:03:54.880 Rico Rejoso: Okay.
26 00:03:55.280 ⇒ 00:04:03.500 Ryan Brosas: Because, right now, I can… I can, share what I… I’ve been doing. So we have, like.
27 00:04:04.900 ⇒ 00:04:16.160 Ryan Brosas: 106 still, so I think that that’s… We have no…
28 00:04:17.160 ⇒ 00:04:34.859 Ryan Brosas: And, yeah, I… I will be adding, like, an attribution on HubSpot that will update all of those, and including, like, how many, or, like, adding a status of, like, every leads that we have that we didn’t…
29 00:04:34.940 ⇒ 00:04:46.339 Ryan Brosas: reach out with, well, stale status. So, if you can see the screenshot there, there’s, like, the warm, there’s the, what do you call this?
30 00:04:46.340 ⇒ 00:04:47.460 Rico Rejoso: Where’s the screenshot?
31 00:04:48.130 ⇒ 00:04:50.429 Ryan Brosas: on, Zoom.
32 00:04:51.710 ⇒ 00:05:01.140 Ryan Brosas: There’s the cut, warm, and cooling. So, cooling is something that we haven’t reached out yet in the last 14 days.
33 00:05:02.360 ⇒ 00:05:08.220 Ryan Brosas: And… and, still is, like, more than 14 days.
34 00:05:08.380 ⇒ 00:05:17.000 Ryan Brosas: And warm is 4 to 7 days, and hot is we reach out, or we are actively, like, responding.
35 00:05:17.530 ⇒ 00:05:19.089 Ryan Brosas: Within the 3 days.
36 00:05:20.680 ⇒ 00:05:24.060 Rico Rejoso: I’m gonna paste this on this ticket, but I’ll be fine?
37 00:05:24.060 ⇒ 00:05:37.480 Ryan Brosas: That’s… that’s fine, but, I’m not sure, because this, these are based on, HubSpot, because, I know that we haven’t, like, have a clear vision of
38 00:05:37.590 ⇒ 00:05:41.120 Ryan Brosas: activities, because I’m not sure…
39 00:05:41.840 ⇒ 00:05:52.620 Ryan Brosas: Because I’m not really sure, because we tried to, like, do the plugin and stuff, but it’s not, you know, showing… registering on the CRM, so…
40 00:05:52.620 ⇒ 00:06:01.370 Rico Rejoso: Okay, so basically what we need to do right now, or the last thing that needs to be done here, is to add the workflow for the, stalending.
41 00:06:01.370 ⇒ 00:06:02.030 Ryan Brosas: Yeah.
42 00:06:02.090 ⇒ 00:06:04.449 Rico Rejoso: Okay, so that’s the only thing remaining.
43 00:06:04.770 ⇒ 00:06:07.569 Ryan Brosas: No, I… because,
44 00:06:08.180 ⇒ 00:06:24.490 Ryan Brosas: while this is connected to the dashboard, when I’m finished with the stale, I can make the stale dashboard also, because I can’t really do the stale dashboard without knowing how many, or we haven’t, like.
45 00:06:24.720 ⇒ 00:06:33.609 Ryan Brosas: properly put attribution on stale, what is warm, what is, like, you know, we did reach out with the last 14 days.
46 00:06:33.630 ⇒ 00:06:36.030 Rico Rejoso: Okay, so my question would be, like…
47 00:06:36.360 ⇒ 00:06:38.819 Rico Rejoso: What should be the next step for this ticket?
48 00:06:39.700 ⇒ 00:06:40.730 Ryan Brosas: Gordon, next?
49 00:06:41.160 ⇒ 00:06:47.089 Ryan Brosas: the, yeah, I think I will need to do,
50 00:06:47.600 ⇒ 00:06:57.399 Ryan Brosas: like, apply this, this, automation first, then I can do the, dashboard, then that’s… that’s pretty much done.
51 00:06:59.640 ⇒ 00:07:00.320 Rico Rejoso: Okay.
52 00:07:03.020 ⇒ 00:07:06.299 Rico Rejoso: I’m sorry, the next step would be I wasn’t able to jot that down.
53 00:07:06.880 ⇒ 00:07:09.799 Ryan Brosas: Yeah, pretty much I need to,
54 00:07:11.310 ⇒ 00:07:20.509 Ryan Brosas: make sure that this is being, like, implemented, well, deployed at least early next week, or… well, if I’m.
55 00:07:20.770 ⇒ 00:07:24.349 Rico Rejoso: Yeah, you mentioned the workflow for sale deal.
56 00:07:25.270 ⇒ 00:07:33.939 Ryan Brosas: feel… deal status, then after I can, do the dashboard. Oh, sorry if I’m not there.
57 00:07:34.260 ⇒ 00:07:36.209 Rico Rejoso: You know, my bad, I was…
58 00:07:36.670 ⇒ 00:07:38.909 Rico Rejoso: Juggling a lot of things on my own monitor.
59 00:07:39.720 ⇒ 00:07:41.520 Ryan Brosas: Okay, that’s… that’s fine.
60 00:07:41.520 ⇒ 00:07:43.569 Rico Rejoso: Sorry, I have a lot of catch-ups to do.
61 00:07:43.570 ⇒ 00:07:52.719 Ryan Brosas: Yeah. Me too. I have, like, I haven’t posted a lot of stuff, but, yeah.
62 00:07:52.920 ⇒ 00:08:03.810 Rico Rejoso: So basically, what the Tom wanted was to make sure that all tickets have their updates. They have all this, you know, you guys put in context in regards to the tickets so that
63 00:08:04.890 ⇒ 00:08:20.129 Rico Rejoso: whenever someone, anyone from the team looks at it, PMs or the stakeholder, they can definitely tell what’s going on with the tickets. So we need to get those updates as much as possible, and that’s, like, on this one, I put in the updates on your behalf, guys.
64 00:08:21.420 ⇒ 00:08:35.290 Ryan Brosas: Yeah, I will ask, them, later. I think they are… well, I haven’t, like, asked for an update yet, because there’s, like, a new format that I need to, I need to follow.
65 00:08:35.610 ⇒ 00:08:40.679 Ryan Brosas: Based on Robert’s notes, so I will do that later.
66 00:08:45.010 ⇒ 00:08:45.690 Rico Rejoso: Okay.
67 00:08:45.880 ⇒ 00:08:50.590 Rico Rejoso: Basically, I think the… Oh, my God, this…
68 00:08:50.690 ⇒ 00:08:59.470 Rico Rejoso: The meeting process later would be just checking, or you guys sharing your screen for completed items or outcomes.
69 00:08:59.590 ⇒ 00:09:02.289 Rico Rejoso: Once that is done.
70 00:09:02.690 ⇒ 00:09:14.349 Rico Rejoso: this is gonna be, like, a short 15-minute meeting later, but it’s better that we share all the completed tickets, okay? And if ever we ask or confirm some of the tickets.
71 00:09:15.620 ⇒ 00:09:23.170 Rico Rejoso: on the current sprint that are still active, you just have to provide your explanation onto it. But better than this, that’s…
72 00:09:23.340 ⇒ 00:09:26.660 Rico Rejoso: I think having it Type in here.
73 00:09:26.800 ⇒ 00:09:28.779 Rico Rejoso: Like, what Anne is doing.
74 00:09:29.310 ⇒ 00:09:33.259 Rico Rejoso: It’s better than just, you know… Doing it vocally.
75 00:09:33.520 ⇒ 00:09:34.119 Rico Rejoso: that will.
76 00:09:34.120 ⇒ 00:09:34.800 Ryan Brosas: Hmm.
77 00:09:34.930 ⇒ 00:09:48.200 Rico Rejoso: Also, if and ever, because we know, like, perhaps Utah will not remember that if you say it out loud. You can just jot it down, and we can take a look at it, if and ever, okay? But I’m not worried, because you guys are practically
78 00:09:48.520 ⇒ 00:09:51.610 Rico Rejoso: Closed down most of the tickets here. So, yeah.
79 00:09:51.900 ⇒ 00:09:56.459 Rico Rejoso: Let’s get it prepared. What time is it? 2.09. We’re scheduled.
80 00:09:57.660 ⇒ 00:09:58.910 Ryan Brosas: 15.
81 00:09:58.920 ⇒ 00:09:59.440 Rico Rejoso: Yeah.
82 00:09:59.880 ⇒ 00:10:06.159 Ryan Brosas: So, I think you need to increase that, that, good points there.
83 00:10:06.310 ⇒ 00:10:07.000 Rico Rejoso: Okay.
84 00:10:08.090 ⇒ 00:10:10.359 Rico Rejoso: This is 4 points, right?
85 00:10:10.510 ⇒ 00:10:12.550 Rico Rejoso: We’ll create another one later.
86 00:10:12.720 ⇒ 00:10:15.650 Rico Rejoso: for the stale flag. Right now, I’m gonna let it…
87 00:10:15.790 ⇒ 00:10:22.209 Rico Rejoso: Does 4 hours or 4 points work for this ticket, excluding the stale flag?
88 00:10:23.470 ⇒ 00:10:31.410 Ryan Brosas: Yeah, I think, it’s… it is, because, they did some of the automation also that is connected also down there.
89 00:10:31.410 ⇒ 00:10:34.440 Rico Rejoso: So 4 points is enough, right? Or should we use it, or…
90 00:10:34.630 ⇒ 00:10:35.439 Rico Rejoso: What do you think?
91 00:10:35.610 ⇒ 00:10:36.380 Ryan Brosas: pick up a seat.
92 00:10:36.770 ⇒ 00:10:46.260 Ryan Brosas: Yeah, I think we can close this and, like, duplicate, one for, indicator and for, stale dashboard.
93 00:10:46.800 ⇒ 00:10:57.999 Rico Rejoso: Let’s do that, let’s do that. Let’s do it later after our sprint review with Utam. But for now, I think we’re good with this one. Ray, you mentioned you’re done with the ABC. I haven’t checked it yet, I’m sorry.
94 00:10:58.000 ⇒ 00:11:05.629 Raymund Verzosa: Oh, yeah, jake just sent a feedback, and I have to do some revision stuff.
95 00:11:07.940 ⇒ 00:11:13.329 Rico Rejoso: add small captions. It’s fine if this is… if… Can you get it done?
96 00:11:13.910 ⇒ 00:11:14.530 Raymund Verzosa: Yep.
97 00:11:14.750 ⇒ 00:11:16.010 Rico Rejoso: like, today.
98 00:11:16.800 ⇒ 00:11:17.600 Raymund Verzosa: Yeah, yeah.
99 00:11:17.790 ⇒ 00:11:29.310 Rico Rejoso: Okay, if you can get it done today, we may have to increase your hours, just note it, or put in a comment there. Increase the points for revision, okay? This is…
100 00:11:31.860 ⇒ 00:11:32.600 Rico Rejoso: Yeah.
101 00:11:33.270 ⇒ 00:11:34.429 Rico Rejoso: So… Okay.
102 00:11:34.790 ⇒ 00:11:42.240 Rico Rejoso: just let me know how long you spend doing the revision so we can increase the points and anything. But other than that, I think we’re good here for you.
103 00:11:42.480 ⇒ 00:11:56.770 Rico Rejoso: For Hannah, she’s not on right now, so I think that’s good. Yeah, I’m gonna let you guys go. Just a short 10-minute recap of what we’ve done so far, and what we will be presenting prior to our support review, but other than that, I think we’re good.
104 00:11:56.770 ⇒ 00:12:09.540 Rico Rejoso: Thank you so much for joining this stand-up. Let’s get prepared. Ryan, put your notes on those in-progress tickets. I think you can provide better details than I am, so we can present it to Tom later, okay? Any questions so far?
105 00:12:10.480 ⇒ 00:12:14.750 Rico Rejoso: Oh, none so far. Alright. Thank you so much, guys. See you in 4 minutes.
106 00:12:15.340 ⇒ 00:12:16.420 Raymund Verzosa: Bye.
107 00:12:16.750 ⇒ 00:12:17.959 Ryan Brosas: Yeah, thank you.