Meeting Title: Sprint Review - Marketing-Content & Sales Date: 2025-10-17 Meeting participants: Rico Rejoso, Ryan Brosas


WEBVTT

1 00:01:28.620 00:01:29.390 Ryan Brosas: Ayyy!

2 00:01:32.180 00:01:33.009 Rico Rejoso: Hey, Ryan.

3 00:01:33.960 00:01:35.700 Ryan Brosas: What’s up?

4 00:01:37.550 00:01:46.480 Ryan Brosas: 12 minutes… AI bands… It’s… defix. I can’t do it.

5 00:01:46.740 00:01:48.240 Rico Rejoso: You’ll be…

6 00:01:48.970 00:01:54.550 Rico Rejoso: He’ll be spearheading this meeting, okay, because I need you to provide the specifics to Utam, okay?

7 00:01:55.340 00:01:56.950 Ryan Brosas: Sure, sure, sure, I’ll try.

8 00:01:57.140 00:01:57.750 Ryan Brosas: Thank you.

9 00:01:58.130 00:02:00.019 Ryan Brosas: Promise, but I’ll try.

10 00:02:00.910 00:02:01.805 Ryan Brosas: So…

11 00:02:05.490 00:02:11.329 Ryan Brosas: So, I will be, presenting like, marketing also?

12 00:02:12.240 00:02:18.520 Rico Rejoso: Just… I can start off with the marketing, and you can handle the sales stuff, okay?

13 00:02:19.010 00:02:29.610 Ryan Brosas: Sure, sure, sure, sure. Yeah, so, transfer leads to HubSpot… And… set up fine.

14 00:02:30.080 00:02:34.200 Ryan Brosas: There are tickets for free that they need to add next, sprint.

15 00:02:34.520 00:02:39.829 Ryan Brosas: Nia, what else should I add there?

16 00:02:44.320 00:02:46.669 Ryan Brosas: Where have you stood on?

17 00:02:48.290 00:03:01.489 Ryan Brosas: So, should I, state that I didn’t, attend the… what do you call this, the support or something? Because I can just take the course instead, because.

18 00:03:01.490 00:03:02.210 Rico Rejoso: Sit down.

19 00:03:02.210 00:03:04.090 Ryan Brosas: and 6 hours.

20 00:03:04.090 00:03:13.279 Rico Rejoso: Yeah, say that, and I’m sure you can also take the course alternatively, since, there’s no meeting link available earlier.

21 00:03:13.390 00:03:14.890 Rico Rejoso: When you’re trying to join.

22 00:03:15.450 00:03:16.200 Ryan Brosas: Okay.

23 00:03:17.070 00:03:21.020 Ryan Brosas: sequence… Sounds like that.

24 00:03:21.350 00:03:27.760 Ryan Brosas: engage us… Expect that… Huh.

25 00:03:28.950 00:03:40.919 Ryan Brosas: So, this all… So… old… So, I will be confirming him if he wants to have, like, the current

26 00:03:41.960 00:03:51.739 Ryan Brosas: view of, like, the current client and the past client dash, like, view on HubSpot, so.

27 00:03:51.740 00:03:52.370 Rico Rejoso: Yeah.

28 00:03:52.770 00:03:54.670 Ryan Brosas: I will, you could…

29 00:03:54.670 00:03:57.640 Rico Rejoso: Yeah, I mean, later on, I’ll be sharing…

30 00:03:58.070 00:04:10.190 Rico Rejoso: the project review file, so you can also go through that and discuss, what the sales dashboard has on HubSpot, and maybe try to get his opinion on what else should be added on there.

31 00:04:10.460 00:04:11.150 Rico Rejoso: Right.

32 00:04:14.410 00:04:18.350 Ryan Brosas: For the dashboard, I don’t really have idea on that.

33 00:04:18.540 00:04:19.300 Ryan Brosas: But…

34 00:04:19.300 00:04:24.520 Rico Rejoso: I want to mention if you can confirm with, what needs to be added on the dashboard.

35 00:04:24.880 00:04:32.700 Ryan Brosas: But, but for me, you can see the possibilities on the current dashboard that we have, because

36 00:04:33.270 00:04:52.679 Ryan Brosas: For me, if you can see the dashboard, the current dashboard that I did, we have, like, from Website Organic, called Outreach Linking, like, partners, referral from one source, well, it’s a, it’s one source, so… and, like, event conference.

37 00:04:53.140 00:04:55.100 Ryan Brosas: And market leads…

38 00:04:55.310 00:05:08.830 Ryan Brosas: And clients. So, specifically, if you can see that, clients, we can make this as a dashboard, like, well, a new view on deals. That is… this is currently the active

39 00:05:09.020 00:05:10.000 Ryan Brosas: Client.

40 00:05:10.410 00:05:15.949 Ryan Brosas: And, yeah, I think this is, like, a new possible pipeline to us to build.

41 00:05:16.080 00:05:34.360 Ryan Brosas: And for the other stuff, like, there’s, like, applicant and trainforge member, so we can ignore PainForge members, so applicant is typically just, OTAM wanted this, because, want to move, from, like, Google Shed to

42 00:05:34.560 00:05:37.570 Ryan Brosas: poll here in HubSpot, so, yeah.

43 00:05:37.830 00:05:38.470 Rico Rejoso: Thank you.

44 00:05:39.280 00:05:46.350 Rico Rejoso: You can probably, get into more details of this once he is here, okay?

45 00:05:46.930 00:05:49.779 Ryan Brosas: Yeah, sure, sure, sure. Okay. Prefer…

46 00:05:49.780 00:05:51.360 Rico Rejoso: I’ll get there for that.

47 00:05:55.260 00:06:01.399 Ryan Brosas: The steel one is not working. I need to do the automation.

48 00:06:07.980 00:06:11.020 Ryan Brosas: Oh, I need to reiterate that.

49 00:06:11.680 00:06:13.379 Ryan Brosas: Oh, next week, I guess.

50 00:06:13.380 00:06:14.010 Rico Rejoso: Okay.

51 00:06:14.500 00:06:22.220 Rico Rejoso: Maybe we could be creating… oh, I didn’t get the linear requirements for the ask, or for linear ask.

52 00:06:22.330 00:06:23.379 Rico Rejoso: I don’t know if…

53 00:06:23.380 00:06:23.700 Ryan Brosas: themes.

54 00:06:23.700 00:06:28.030 Rico Rejoso: who is applying on Utam’s behalf? Is it you, or is it Hannah?

55 00:06:29.780 00:06:33.889 Ryan Brosas: May I ask what is the linear S? What is the…

56 00:06:33.890 00:06:38.630 Rico Rejoso: we, UTAM wanted to have a linear S so that

57 00:06:38.870 00:06:44.569 Rico Rejoso: We will, triage any requests for applying a job on either contract or

58 00:06:44.870 00:06:48.260 Rico Rejoso: Upwork, instead of just putting in the message on

59 00:06:48.530 00:06:51.670 Rico Rejoso: That makes sure that we can also build up

60 00:06:51.890 00:06:59.650 Rico Rejoso: The backlogs, if in case, you know, He has more jobs that…

61 00:07:00.320 00:07:02.749 Rico Rejoso: He needs you guys to apply, too.

62 00:07:02.960 00:07:09.650 Rico Rejoso: So basically, you just want to have that kind of process, more systematic process, than just messaging everything on staff, or dropping everything on staff.

63 00:07:09.650 00:07:16.779 Ryan Brosas: Yeah, we can… I can ask, Hannah to have, like, a basic SOP.

64 00:07:16.780 00:07:23.589 Rico Rejoso: basically mean… I mean, mainly applying, or mainly doing the task for applying to contract upward, right?

65 00:07:23.590 00:07:24.700 Ryan Brosas: Yeah.

66 00:07:25.210 00:07:25.870 Rico Rejoso: Okay, got it.

67 00:07:25.870 00:07:33.830 Ryan Brosas: Yeah, so that’s why, I’m not really confident of doing the up work, so.

68 00:07:33.830 00:07:34.720 Rico Rejoso: Okay, okay.

69 00:07:34.990 00:07:43.100 Ryan Brosas: But I will try it by today, because, he wanted me to do the Upwork stuff, so…

70 00:07:43.100 00:07:43.559 Rico Rejoso: I think maybe.

71 00:07:43.560 00:07:43.980 Ryan Brosas: No.

72 00:07:43.980 00:07:53.300 Rico Rejoso: better that both of you has the idea of how a thing is done, so that’s basically what the SOPs are for.

73 00:07:53.300 00:07:53.630 Ryan Brosas: Yeah.

74 00:07:53.630 00:07:56.689 Rico Rejoso: When it’s not available, you just can look up the file and…

75 00:07:57.040 00:08:02.330 Rico Rejoso: just go through the same process, since it’s basically… I mean, the instruction is basically there.

76 00:08:02.540 00:08:08.200 Rico Rejoso: So that’s one thing, we can create a process for it, from the 3H process in Slaps.

77 00:08:08.780 00:08:14.030 Rico Rejoso: Linear checking or to applying software and uploading requirements and stuff.

78 00:08:14.840 00:08:15.739 Ryan Brosas: I want to ask for that.

79 00:08:15.740 00:08:25.180 Rico Rejoso: you guys have the requirements and everything that you need, so I’ll be putting that on linear ass once I gather those requirements, or once I gather the list of requirements.

80 00:08:26.050 00:08:26.560 Ryan Brosas: Yep.

81 00:08:27.100 00:08:34.059 Ryan Brosas: So, yeah, yeah, that would be much better, because,

82 00:08:34.190 00:08:46.130 Ryan Brosas: I don’t really know the process that Ken is doing, so, an SOP would be great. And also, like, I think I need to reiterate the SOP that I did on some, like.

83 00:08:46.130 00:08:47.200 Rico Rejoso: indeed.

84 00:08:47.200 00:08:48.050 Ryan Brosas: the sales…

85 00:08:48.050 00:08:48.840 Rico Rejoso: developers?

86 00:08:48.840 00:08:50.310 Ryan Brosas: sales follow-up.

87 00:08:50.410 00:08:55.750 Ryan Brosas: Okay. Yeah, I need to follow, like, doing a revision for that.

88 00:08:55.850 00:08:56.940 Rico Rejoso: So, if you…

89 00:08:56.940 00:09:07.899 Ryan Brosas: a comment on that, right? Yeah, yeah. Yeah, I will add that next week, because I was currently busy on, like, doing some HubSpot stuff, so…

90 00:09:08.170 00:09:10.829 Ryan Brosas: I think we can move that to next week.

91 00:09:11.330 00:09:12.720 Rico Rejoso: Okay, so I’ll…

92 00:09:12.720 00:09:14.030 Ryan Brosas: And,

93 00:09:14.190 00:09:26.410 Ryan Brosas: I can focus on the documentation also, because I think it… we… well, it’s needed because, I need to explain there what these properties would do.

94 00:09:26.570 00:09:34.279 Ryan Brosas: And, yeah, I think, a deep explanation of what will be the, you know, the future of, like.

95 00:09:34.730 00:09:35.980 Ryan Brosas: well, the…

96 00:09:36.310 00:09:48.740 Ryan Brosas: what I envision on doing the whole process here on HubSpot, so that’s currently, like, well, included on the properties, documentation, so, yeah.

97 00:09:49.060 00:09:52.800 Rico Rejoso: I mean, you did check Notion, right? Did you…

98 00:09:52.910 00:09:56.799 Rico Rejoso: Can you confirm, like, all the deals I put in there? I basically just went through

99 00:09:56.900 00:10:07.319 Rico Rejoso: the finished or done statuses, tickets, and linear, and listed out on the project review. So we’re gonna do the same process every week. Once there’s something that’s done.

100 00:10:08.050 00:10:08.580 Rico Rejoso: we’re gonna.

101 00:10:09.140 00:10:09.920 Rico Rejoso: meetings.

102 00:10:10.200 00:10:20.610 Ryan Brosas: CX Circle ad with, Teleisma, I don’t know, that is, then partner, source, lead, so.

103 00:10:20.850 00:10:21.310 Rico Rejoso: There it goes.

104 00:10:21.310 00:10:26.440 Ryan Brosas: So, partner source list is something that, UTAM or…

105 00:10:26.440 00:10:32.010 Rico Rejoso: I mean, what… I mean, what category does that fall? Is that for campaign words?

106 00:10:32.760 00:10:43.600 Ryan Brosas: This is a event, like, CX Circle AdWeek is event, and the Lisma is, I think this is a partnership.

107 00:10:44.460 00:10:45.420 Rico Rejoso: Guess…

108 00:10:45.420 00:10:45.820 Ryan Brosas: And…

109 00:10:45.820 00:10:51.670 Rico Rejoso: And I believe we have, like, a campaign for it, where we will be nurturing leads.

110 00:10:52.090 00:10:57.719 Rico Rejoso: So it’s under all one campaign of nurturing leads for AWNY AdWeek.

111 00:10:58.580 00:11:00.700 Rico Rejoso: What was the other one? Circlebacks.

112 00:11:00.920 00:11:02.410 Rico Rejoso: Or CX Circle.

113 00:11:02.610 00:11:03.360 Rico Rejoso: Yep.

114 00:11:03.360 00:11:16.509 Ryan Brosas: He has a circle at WIC, that is event. Talisma, I think that is a partnership that is, Holly’s doing. And PartnerSource leads, this is something that, I think this is one source.

115 00:11:16.890 00:11:26.160 Ryan Brosas: This is something that will, Utam or Robert will… will provide more context to me. Well, he will… they will, like.

116 00:11:26.160 00:11:31.430 Rico Rejoso: Did we add that to the wins? What’s… I mean… What’s the purpose?

117 00:11:31.430 00:11:31.790 Ryan Brosas: was a…

118 00:11:31.790 00:11:34.150 Rico Rejoso: bringing it up. Should we add it on the project review?

119 00:11:34.150 00:11:39.930 Ryan Brosas: Yeah, for… because this is, well, as you… as you…

120 00:11:40.140 00:11:43.090 Ryan Brosas: Well, they are providing me con… like.

121 00:11:44.140 00:11:59.350 Ryan Brosas: I want to call this contacts, and they are, like, tagging me, they will just provide me some contact, like, this is a partner-sourced lead, and I think that’s where I get most of the partner-sourced leads.

122 00:11:59.690 00:12:04.400 Ryan Brosas: So, I already… So I didn’t really, like.

123 00:12:04.780 00:12:05.120 Rico Rejoso: you know.

124 00:12:05.640 00:12:17.090 Rico Rejoso: Put it on the project review, right? I guess that would be my question. Where should we include that part? Should we put it under new work? Because I know CX Circle and AdWeek is past events, right?

125 00:12:17.250 00:12:28.709 Ryan Brosas: Yeah, so, yeah, so this is a, like, for… for… well, the part… the partnership goal is to have, partners to, you know, provide

126 00:12:28.910 00:12:41.679 Ryan Brosas: leads to us. So, this partner source is… well, they will provide me that, and I will put that in HubSpot, so I can’t really get these without their

127 00:12:42.130 00:12:44.990 Ryan Brosas: Pro… without their providing the.

128 00:12:44.990 00:12:45.839 Rico Rejoso: Can you…

129 00:12:45.840 00:12:47.469 Ryan Brosas: So I can… so I can…

130 00:12:47.470 00:12:48.000 Rico Rejoso: interview.

131 00:12:48.000 00:12:53.720 Ryan Brosas: So I can’t really, like, add anything with partner source and Teleisma, because this is…

132 00:12:53.720 00:12:59.039 Rico Rejoso: Can you add that to project review so we can bring it up later during the meeting?

133 00:12:59.470 00:13:00.250 Ryan Brosas: Yeah, sure, sure.

134 00:13:00.530 00:13:01.110 Rico Rejoso: Okay.

135 00:13:01.270 00:13:09.569 Rico Rejoso: I know there’s some… I know that you need some requirements to get those things done, maybe you can bring it up once we’re doing our sprint review, okay?

136 00:13:09.570 00:13:10.330 Ryan Brosas: Oh, okay.

137 00:13:12.480 00:13:16.499 Rico Rejoso: is… as much as I wanted to… Dive into the details.

138 00:13:16.890 00:13:19.209 Rico Rejoso: I lack comprehension of the process.

139 00:13:20.090 00:13:20.720 Ryan Brosas: Yeah.

140 00:13:21.270 00:13:26.840 Ryan Brosas: So… yeah, there’s a lot of thoughts here. Okay…

141 00:13:30.030 00:13:32.639 Rico Rejoso: But I think, overall, we’re prepared.

142 00:13:33.050 00:13:34.399 Rico Rejoso: I’m presenting this one.

143 00:13:35.760 00:13:43.780 Ryan Brosas: So, I have, like, two tickets open, I think that’s for…

144 00:13:44.340 00:13:47.220 Ryan Brosas: Oh, where’s the, Upwork stuff?

145 00:13:48.280 00:14:06.169 Ryan Brosas: On the current… on the linear. So, I have only one, like, in the checklist, I only have, like, reporting process document… documented and validated by Utam and Robert. So this is something that I need to do next week.

146 00:14:06.820 00:14:08.069 Rico Rejoso: Which one? .

147 00:14:08.830 00:14:17.789 Ryan Brosas: This is the HubSpot data restructuring for sales reporting, like, I only need to have, like, for, like, the check back.

148 00:14:17.790 00:14:20.459 Rico Rejoso: Are we almost… can we have this done today?

149 00:14:22.280 00:14:29.580 Ryan Brosas: Well, I can try, because I can just, use something like…

150 00:14:30.300 00:14:37.600 Ryan Brosas: I call this whisper, to… and then feed it to, like, a… to chat CPP or something.

151 00:14:37.740 00:14:40.530 Ryan Brosas: I can try, but yeah, I…

152 00:14:41.260 00:14:46.289 Rico Rejoso: I’m showing my screen. This is… this is one… this is the one you’re… you’re…

153 00:14:46.890 00:14:49.120 Ryan Brosas: Yeah, that’s one. I only…

154 00:14:49.120 00:14:50.700 Rico Rejoso: most known with this one.

155 00:14:50.700 00:15:03.900 Ryan Brosas: Yeah, the only… I only need one to… if you check on the checklist there, I’m basing there, so, I only need the reporting process documented and validated by the time and broker.

156 00:15:03.900 00:15:06.700 Rico Rejoso: I requested you to provide updates on this one.

157 00:15:07.320 00:15:11.830 Ryan Brosas: Yeah, then you can see it there.

158 00:15:11.830 00:15:17.610 Rico Rejoso: It might update, and not ex… not… Based this lab conversation here.

159 00:15:17.800 00:15:23.859 Ryan Brosas: Because, yeah, I should, like, copy the, like, screenshot it, but…

160 00:15:25.560 00:15:28.610 Ryan Brosas: I’m not sure. So, I just provided the link there.

161 00:15:28.610 00:15:38.870 Rico Rejoso: just provide it in text version, okay? Oh, okay. Instead of us just clicking a bunch of, like, links that are unnecessary, you could paste it here, paste it on there.

162 00:15:39.060 00:15:43.920 Rico Rejoso: I mean, that’s not a lot of work for you, I think. You’re very… that’s very manageable for you.

163 00:15:44.260 00:15:44.940 Rico Rejoso: Okay.

164 00:15:45.110 00:15:50.730 Rico Rejoso: But if ever there is updates down below, Thank you.

165 00:15:50.730 00:15:51.140 Ryan Brosas: Yeah.

166 00:15:51.140 00:15:52.379 Rico Rejoso: Add the links here.

167 00:15:52.730 00:15:54.870 Rico Rejoso: Oh, not Dick. Where was it?

168 00:15:55.410 00:15:58.190 Rico Rejoso: There’s… Protecting…

169 00:15:59.620 00:16:05.040 Ryan Brosas: OKR, so, OKR, so, we haven’t…

170 00:16:05.640 00:16:13.169 Ryan Brosas: drop that yet, because we have… I think we… we are getting slow on the sales stuff this week, but…

171 00:16:13.640 00:16:14.520 Ryan Brosas: Yeah…

172 00:16:14.520 00:16:15.389 Rico Rejoso: Why is that?

173 00:16:16.050 00:16:19.899 Ryan Brosas: I’m not… I’m not sure, because they are focused on…

174 00:16:19.900 00:16:21.519 Rico Rejoso: did we get?

175 00:16:21.850 00:16:22.500 Rico Rejoso: For this week.

176 00:16:22.940 00:16:29.669 Ryan Brosas: I don’t know if, we had got any booking this way or something, but…

177 00:16:30.430 00:16:33.200 Ryan Brosas: Partnership… we got, like, partnerships…

178 00:16:33.200 00:16:33.700 Rico Rejoso: Of course.

179 00:16:34.130 00:16:35.579 Rico Rejoso: deal, right? We got one.

180 00:16:35.580 00:16:42.310 Ryan Brosas: got, like, one, yeah? It’s out with its one source, or, like, the,

181 00:16:42.490 00:16:47.280 Ryan Brosas: I think it’s an in-progress lead from last week, so…

182 00:16:47.420 00:16:47.760 Rico Rejoso: How about.

183 00:16:47.760 00:16:54.220 Ryan Brosas: And then… leads, where Lutavin and Robert were able to…

184 00:16:54.290 00:16:58.130 Rico Rejoso: Get in touch with those kids, or reply, provide follow-up, anything?

185 00:17:00.330 00:17:19.810 Ryan Brosas: I’m not sure, because that is something Hannah’s doing, so… probably, like, you can, like, I’m the one who’s providing leads, or scraping the leads, then, like, enriching it on Clay, then Hannah is the one who’s, like, doing follow-ups, doing,

186 00:17:19.810 00:17:20.540 Rico Rejoso: What’s the message?

187 00:17:20.540 00:17:20.950 Ryan Brosas: Just…

188 00:17:21.430 00:17:26.369 Rico Rejoso: If it’s the same with… my mind was, it’s the same with the deals that you’re doing.

189 00:17:26.490 00:17:27.220 Rico Rejoso: Right?

190 00:17:27.220 00:17:34.390 Ryan Brosas: No, so, well, this is kind of, like, on the weeds of, like, doing events.

191 00:17:34.530 00:17:37.689 Rico Rejoso: So, we want to book meetings…

192 00:17:38.200 00:17:39.070 Ryan Brosas: Sorry?

193 00:17:39.070 00:17:40.639 Rico Rejoso: What is an SQL?

194 00:17:41.660 00:17:43.750 Ryan Brosas: self… Something?

195 00:17:48.220 00:17:48.900 Rico Rejoso: And so forth.

196 00:17:49.290 00:17:52.120 Ryan Brosas: SQL, will?

197 00:17:52.940 00:17:54.860 Rico Rejoso: interrupt your clear glaring language.

198 00:17:55.780 00:17:57.870 Ryan Brosas: But, like, well…

199 00:17:58.630 00:18:06.059 Rico Rejoso: I was looking at the OKRs. It says here, 50% SQL to close one conversion.

200 00:18:07.270 00:18:11.299 Ryan Brosas: Okay, so, I think that’s something…

201 00:18:11.300 00:18:13.030 Rico Rejoso: board as well. It’s also…

202 00:18:14.180 00:18:16.760 Ryan Brosas: Yeah.

203 00:18:18.390 00:18:21.430 Rico Rejoso: SQL to book meeting in 5 business days.

204 00:18:22.300 00:18:23.620 Rico Rejoso: 90% of.

205 00:18:23.870 00:18:29.920 Ryan Brosas: So, yeah, I don’t have, like, any context from that, because, Hanna has the…

206 00:18:30.690 00:18:36.790 Ryan Brosas: has the knowledge from… for… for that, or… well, it’s in the marketing hub, so I’m not…

207 00:18:36.950 00:18:38.670 Ryan Brosas: Delete looking at it.

208 00:18:39.320 00:18:43.560 Rico Rejoso: on the OTR that… That the team should have.

209 00:18:44.770 00:18:45.490 Ryan Brosas: Yeah.

210 00:18:45.780 00:18:55.800 Ryan Brosas: And it’s carry… So, one thing that I did for proper…

211 00:18:55.800 00:18:59.949 Rico Rejoso: the, dashboard for HubSpot? Can you, like.

212 00:19:00.630 00:19:04.229 Rico Rejoso: navigate through it right now, while we’re waiting for the thought.

213 00:19:04.500 00:19:05.859 Rico Rejoso: You can share your screen.

214 00:19:07.940 00:19:11.319 Ryan Brosas: And so… How can you?

215 00:19:11.490 00:19:13.420 Ryan Brosas: See my screen now.

216 00:19:13.420 00:19:14.020 Rico Rejoso: No.

217 00:19:14.020 00:19:16.660 Ryan Brosas: Okay… you can?

218 00:19:16.870 00:19:18.070 Rico Rejoso: Yeah, I can see it now.

219 00:19:18.370 00:19:24.779 Ryan Brosas: So, yeah. So, here you can see here it’s not the way it before, so…

220 00:19:24.780 00:19:25.820 Rico Rejoso: a bit.

221 00:19:26.830 00:19:28.319 Rico Rejoso: I’m sorry.

222 00:19:28.960 00:19:33.709 Ryan Brosas: Okay, so you can see it right now that it’s not the way…

223 00:19:33.710 00:19:35.500 Rico Rejoso: Is this the dashboard right there?

224 00:19:36.050 00:19:41.289 Ryan Brosas: This is the CRM. The dashboard is in here.

225 00:19:41.290 00:19:43.940 Rico Rejoso: Yeah. What do we have on our dashboard right now?

226 00:19:45.010 00:19:54.580 Ryan Brosas: dashboard, this is outdated, so I need to do all of this, but I think, Amber’s going to help me with this.

227 00:19:54.890 00:19:59.380 Rico Rejoso: Those should be running… those should be, like, within the month, right? Within October, correct?

228 00:20:00.140 00:20:06.589 Ryan Brosas: Here. This is the entire month. This is the current thing that I’m currently working on.

229 00:20:06.760 00:20:10.580 Ryan Brosas: This is by contact source and lead sources, and…

230 00:20:10.580 00:20:11.820 Rico Rejoso: I’m really gonna help you with.

231 00:20:12.370 00:20:12.990 Ryan Brosas: Sorry?

232 00:20:13.200 00:20:15.079 Rico Rejoso: What is Amber gonna help you with on this?

233 00:20:16.650 00:20:18.030 Ryan Brosas: That dashboard.

234 00:20:18.380 00:20:19.130 Rico Rejoso: or…

235 00:20:20.390 00:20:28.469 Ryan Brosas: The dashboard here, I think, depends on the OKR or something. I think,

236 00:20:29.500 00:20:41.189 Ryan Brosas: Well, Tom said that he, he asked, Amber to do some of the dashboard here also. I’m not sure what it is, because I haven’t touched base with Amber yet, so…

237 00:20:41.480 00:20:42.280 Ryan Brosas: Yeah.

238 00:20:42.560 00:20:45.109 Rico Rejoso: I thought it was on the Omni dashboard.

239 00:20:45.770 00:20:50.190 Ryan Brosas: Hmm, no, I think… And, in here in.

240 00:20:50.190 00:20:55.839 Rico Rejoso: You have to get context on what you should add on this. You have this one already, I think it should be running.

241 00:20:55.990 00:20:58.350 Rico Rejoso: Or ongoing for this October, right?

242 00:20:58.350 00:21:01.100 Ryan Brosas: It’s sales dashboard.

243 00:21:01.100 00:21:01.990 Rico Rejoso: Okay.

244 00:21:03.330 00:21:16.539 Ryan Brosas: Yeah, so this is the, well, the CV or something, or, I can, I can get going on these, but I was, preoccupied of, like, fixing all the properties, so…

245 00:21:16.750 00:21:19.040 Ryan Brosas: As you can see here, that we

246 00:21:19.230 00:21:28.600 Ryan Brosas: Well, we are restructuring everything from, well, Definitely… Nothing…

247 00:21:28.860 00:21:33.289 Ryan Brosas: Because, it is not structured as it should.

248 00:21:34.510 00:21:43.140 Ryan Brosas: Yeah, as you can see here, we are definitely filling out everything here, socks.

249 00:21:44.670 00:21:49.810 Ryan Brosas: Accept this lead status, because we are going to move this…

250 00:21:50.180 00:21:55.239 Ryan Brosas: property, or adding properties of ICP5.

251 00:21:55.240 00:21:56.400 Rico Rejoso: You know, if…

252 00:21:56.400 00:21:58.279 Ryan Brosas: Or, like… If we have schedules.

253 00:21:58.280 00:22:02.309 Rico Rejoso: A delivery call if they have scheduled a delivery call with us.

254 00:22:02.770 00:22:07.910 Ryan Brosas: Delivery… delivery call, or, like, a… like, discovery call, or something?

255 00:22:11.690 00:22:12.910 Ryan Brosas: Deliver call?

256 00:22:14.270 00:22:18.349 Rico Rejoso: Wait, I think Whutan sent a message mentioning us.

257 00:22:23.850 00:22:24.679 Rico Rejoso: Where was it?

258 00:22:27.190 00:22:28.049 Rico Rejoso: to do…

259 00:22:33.160 00:22:35.479 Rico Rejoso: Yeah, we can do that after, no worries.

260 00:22:36.060 00:22:40.110 Rico Rejoso: After 2PM CT, that’s 3 p.m. Eastern.

261 00:22:40.730 00:22:44.440 Rico Rejoso: That’s gonna be… we have a rooming session earlier.

262 00:22:45.380 00:22:46.320 Rico Rejoso: It is Frank.

263 00:22:47.480 00:22:48.320 Rico Rejoso: Swein.

264 00:22:48.500 00:22:50.730 Rico Rejoso: We can just continue the discussion.

265 00:22:51.500 00:22:55.880 Rico Rejoso: Yeah, what I meant is that… Because you were sending nudges?

266 00:22:56.570 00:23:00.490 Ryan Brosas: Yeah, right. This is Dil’s,

267 00:23:01.580 00:23:07.690 Ryan Brosas: Well, for this is the… so, this is the sales pipeline, this is the in-progress.

268 00:23:07.810 00:23:14.150 Ryan Brosas: Leads, or, like, it’s warm leads that is, like, talking to us.

269 00:23:14.290 00:23:15.110 Rico Rejoso: And…

270 00:23:15.110 00:23:25.590 Ryan Brosas: leads in a short time. Yeah, yeah, this is active leads, so we are following up on here. Like, I think Otam added a

271 00:23:27.010 00:23:29.610 Ryan Brosas: what do you call this?

272 00:23:31.290 00:23:44.259 Ryan Brosas: what do you call this? A day, like, 14 days or something, or we should be, asking them if we can follow up by quarter or something. Yeah, there’s, like, additional…

273 00:23:44.260 00:23:44.870 Rico Rejoso: them.

274 00:23:45.560 00:23:46.040 Ryan Brosas: well.

275 00:23:46.040 00:23:47.190 Rico Rejoso: all LinkedIn.

276 00:23:47.510 00:23:54.640 Ryan Brosas: Definitely, we are touching… well, not touching them, but sending them email.

277 00:23:54.640 00:23:55.650 Rico Rejoso: Email today.

278 00:23:56.010 00:24:00.840 Rico Rejoso: And… What is the process like?

279 00:24:01.220 00:24:05.470 Rico Rejoso: Do you have to get 3 touches within 2 weeks? Once the…

280 00:24:05.470 00:24:06.180 Ryan Brosas: I mean, they…

281 00:24:06.180 00:24:11.880 Rico Rejoso: They get in the active pipeline? How do they get in the active pipeline? By replying to an initial message?

282 00:24:11.880 00:24:19.999 Ryan Brosas: Well, by provide… by showing interest, for example, if you are…

283 00:24:20.000 00:24:21.420 Rico Rejoso: Inbound leads, right?

284 00:24:22.380 00:24:28.030 Ryan Brosas: I mean, I’m not really sure, because, some of them are, like, referral.

285 00:24:28.400 00:24:36.299 Ryan Brosas: Then, I mean, it basically means that you didn’t reach out to them, they reached out to us.

286 00:24:36.300 00:24:38.539 Rico Rejoso: Or are they mixed inbound and outbound?

287 00:24:39.170 00:24:45.239 Ryan Brosas: I think it’s mixed, because, some of them are, like, referral, so…

288 00:24:45.650 00:24:50.609 Ryan Brosas: Referral from partners, and, like.

289 00:24:50.610 00:24:54.829 Rico Rejoso: I think it’s more of, like… Okay, so the process here is that 80%…

290 00:24:54.830 00:24:55.440 Ryan Brosas: ship.

291 00:24:55.550 00:24:56.840 Rico Rejoso: active routines.

292 00:24:56.940 00:25:12.789 Rico Rejoso: should have at least 3 touches within 2 weeks. So once they get into the pipeline, once they’re being referred, once they send us an email, we have to provide 3 touches. Could either be through email, initial, there will be a follow-up.

293 00:25:13.210 00:25:16.509 Rico Rejoso: Or, after the follow-up, there will be the last email.

294 00:25:17.000 00:25:27.829 Rico Rejoso: to get any results within the next 2 weeks. Then if we didn’t get any results, should we put them on… what do you call it? Inactive leads, and reach out to them after a month?

295 00:25:28.310 00:25:29.259 Rico Rejoso: Or two?

296 00:25:29.830 00:25:41.520 Ryan Brosas: Yeah, that’s a good question, but I think it’s pretty much if… or if something like this, that we already send, like, an SOW, I think…

297 00:25:42.080 00:25:52.519 Ryan Brosas: It’s… For the… well, the ended… the discussion ended as we are basing it to their timeline.

298 00:25:52.940 00:26:09.150 Ryan Brosas: So, we’re kind of, like, wanting to be on their radar, like, so, after this, this is, like, October 7th, and we send, like, a, like, a nudge or something, like, a check-in, any question. I think a week.

299 00:26:09.570 00:26:19.179 Ryan Brosas: Would be the safest, bet on here, because we don’t really want to be, you know, seen as, like, you know, spammy, or…

300 00:26:19.510 00:26:21.980 Ryan Brosas: We’ll share something? So…

301 00:26:21.980 00:26:23.280 Rico Rejoso: I got you.

302 00:26:23.280 00:26:32.619 Ryan Brosas: Yeah, and, we had… and then, Utam, I’m not sure why Utam sent this, but, he sent, like.

303 00:26:32.750 00:26:46.930 Ryan Brosas: a demo or something, so I think it’s pretty good because this is a demo or something that, like, CES would be interested at, so I think it’s still, like.

304 00:26:47.610 00:26:48.710 Ryan Brosas: Fit on the…

305 00:26:49.450 00:26:51.329 Rico Rejoso: 5, 11 days of the opening.

306 00:26:51.330 00:26:56.640 Ryan Brosas: W9, so I think this is, like, almost a closed deal or something?

307 00:26:56.640 00:27:05.350 Rico Rejoso: Basically, what I’m looking at here is that if you provided 3 touches, if they were able to get 3 touches on that indeed.

308 00:27:05.610 00:27:08.520 Rico Rejoso: Within the last two… Weeks.

309 00:27:09.020 00:27:09.950 Rico Rejoso: From the most recent.

310 00:27:09.950 00:27:10.979 Ryan Brosas: You said fun.

311 00:27:10.980 00:27:16.880 Rico Rejoso: conversation, because that is our… because here, I’m not trying to make it complicated for you.

312 00:27:17.190 00:27:34.819 Rico Rejoso: if we say that that’s the KPI to get this objective, or this… this objective for this quarter, you want to make sure that you’re doing that, and if you’re doing that, that’s a checklist already, we’re good with that, and let’s move on to the next checklist, okay? I just want to make sure that you guys are doing your job, or you’re within the safe zone.

313 00:27:35.050 00:27:35.860 Rico Rejoso: For every day.

314 00:27:35.860 00:27:44.149 Ryan Brosas: Yeah, I think, well, for that, I’m not sure, because, this is, like.

315 00:27:44.440 00:27:54.840 Rico Rejoso: in-progress deals, I think that that is… That’s fine. That is, like, related to, like… Like, within the last two weeks, because your job is to

316 00:27:55.300 00:28:14.100 Rico Rejoso: basically, the automations you’re creating was to nudge them or to ping them that, hey, you have to follow up with this, you have to follow up with that. And if they’re doing their job and following up, it means that the automations that you created, the nudges that you’ve been doing, has been effective in a way that they have provided 3 touches within the last 2 weeks.

317 00:28:15.680 00:28:26.549 Rico Rejoso: Okay, so I just want to make sure first that you’re being efficient, because again, what I’m trying to avoid here is that you guys not performing well, when in fact that you’re doing your best, and I know that.

318 00:28:26.690 00:28:32.060 Rico Rejoso: Okay, so another one KPI check, let’s move on to the next KPI.

319 00:28:32.290 00:28:35.770 Rico Rejoso: Okay, you mentioned the partner source deal were close?

320 00:28:36.000 00:28:45.490 Rico Rejoso: I mean, there’s a partner source deal that is closed per month, right? So, did we get any for this month… for this month of October? Did we get anything?

321 00:28:45.490 00:28:48.829 Ryan Brosas: Yeah, I think, it’s the,

322 00:28:49.000 00:28:52.609 Ryan Brosas: the… what do you call this? The one source or something?

323 00:28:52.930 00:29:07.940 Ryan Brosas: Then we are kind of, like, partnering with them, so this… that is still… that’s, this deal, so it’s the one-source one, and then we are doing partnership something on their part, so…

324 00:29:08.100 00:29:12.020 Ryan Brosas: So it’s, like… 2N1 deal.

325 00:29:12.890 00:29:14.220 Ryan Brosas: So… Okay, yeah.

326 00:29:14.510 00:29:19.140 Rico Rejoso: One thing that we’re… We just lapped for this.

327 00:29:19.270 00:29:21.999 Rico Rejoso: I mean, currently on our KPI is to

328 00:29:23.210 00:29:27.600 Rico Rejoso: meeting in 5 business days, which I don’t know what’s the context with.

329 00:29:28.770 00:29:29.900 Ryan Brosas: Yeah, so…

330 00:29:29.900 00:29:33.679 Rico Rejoso: ULT book meeting in 5 business days.

331 00:29:34.390 00:29:36.480 Rico Rejoso: I mean… ChatGPT.

332 00:29:52.700 00:29:57.600 Rico Rejoso: So those are the things that I want you to discuss with VCOM later, because I’m not… Gonna…

333 00:29:57.890 00:30:02.189 Rico Rejoso: go full throttle and explain a lot. I just want to make sure that you stick to the point.

334 00:30:02.660 00:30:03.820 Rico Rejoso: He tells him that.

335 00:30:03.940 00:30:08.410 Rico Rejoso: And we’re good with it, okay? So I don’t want to stay too long on a meeting with…

336 00:30:09.300 00:30:13.370 Rico Rejoso: all of you guys, because I know you’re still finishing some of the tasks for today, right?

337 00:30:15.620 00:30:20.519 Rico Rejoso: you have… You only have, like, one… one plastic close for now, right?

338 00:30:20.700 00:30:23.670 Rico Rejoso: It’s the HubSpot data restructuring.

339 00:30:23.670 00:30:27.899 Ryan Brosas: No, I have also the Upwork stuff.

340 00:30:28.400 00:30:31.910 Ryan Brosas: Huh?

341 00:30:32.380 00:30:33.100 Rico Rejoso: What a break.

342 00:30:33.860 00:30:36.670 Ryan Brosas: Upwork.

343 00:30:37.060 00:30:38.210 Rico Rejoso: What’s the ticket for that?

344 00:30:39.520 00:30:41.070 Ryan Brosas: Oh, okay.

345 00:30:41.820 00:30:45.320 Rico Rejoso: 201, my profile data, and I don’t…

346 00:30:45.770 00:30:48.030 Rico Rejoso: Don’t have to set that, I need to get the quote.

347 00:30:48.630 00:30:49.460 Ryan Brosas: The O1.

348 00:30:50.200 00:30:51.530 Rico Rejoso: So you didn’t put it…

349 00:30:54.640 00:30:57.109 Rico Rejoso: So this should be on this print, right?

350 00:30:57.710 00:30:58.350 Rico Rejoso: That’s the other.

351 00:30:58.350 00:30:59.263 Ryan Brosas: Hi,

352 00:31:00.320 00:31:04.149 Rico Rejoso: Okay. I’ll be putting it on this print. Can you finish it today?

353 00:31:05.540 00:31:11.429 Ryan Brosas: Yeah, after this call, or after, I need to finish it.

354 00:31:11.830 00:31:16.659 Ryan Brosas: Apply, I will apply to all of those, job positions, since…

355 00:31:17.010 00:31:18.169 Rico Rejoso: What did I told you?

356 00:31:18.570 00:31:27.730 Rico Rejoso: Right? There’s new tasks, you’re fully allocated already, if there’s new tasks, you did the right job, you mentioned, is this urgent?

357 00:31:27.850 00:31:32.249 Rico Rejoso: I read the thread. You mentioned if this is urgent, you did that one, but…

358 00:31:32.920 00:31:37.290 Rico Rejoso: You propose a time already that you can have this done tomorrow.

359 00:31:38.360 00:31:49.839 Rico Rejoso: Okay, you also have to step back, like, if this is urgent and they need to have it done within tomorrow, you have to put something out of the current sprint and deprioritize some of the stuff that you have right now.

360 00:31:50.000 00:32:01.370 Rico Rejoso: like, you could mention, alright, I can take this, or I can have this submitted tomorrow, I’m just gonna move the data restructuring job on next sprint, since I’m fully allocated for the sprint.

361 00:32:02.300 00:32:04.290 Ryan Brosas: Yeah, we can do that, like…

362 00:32:04.440 00:32:06.339 Rico Rejoso: I want, I want you to be…

363 00:32:07.070 00:32:12.649 Rico Rejoso: to be… to openly communicate to Utam that way, because I wasn’t able to…

364 00:32:12.760 00:32:23.840 Rico Rejoso: do that, and I won’t be able to do that every time for you. Right now, since, I mean, I just saw the message now, and I just read through it, so I wasn’t able to provide a comment yesterday.

365 00:32:24.480 00:32:34.419 Rico Rejoso: So you should be, like, hey, I’m fully allocated for this week, you want me to move some of my tasks next week, so I can prioritize this for tomorrow?

366 00:32:34.900 00:32:36.029 Rico Rejoso: Something like that.

367 00:32:37.170 00:32:42.900 Rico Rejoso: We’ll try that. No, you have to do it, because Utam wanted… wanted us…

368 00:32:43.070 00:32:56.129 Rico Rejoso: to let you know that you should be doing those stuff, because you know him, he wanted to… he thinks of a lot of ideas every now and then, but that doesn’t mean that you have to absorb and do everything.

369 00:32:57.320 00:32:58.090 Rico Rejoso: Okay.

370 00:32:58.780 00:33:04.219 Rico Rejoso: Like, right now, you’re at 43 points, so I’m moving the restructuring job for next sprint.

371 00:33:04.810 00:33:07.449 Rico Rejoso: Out of 100%, how much have we done?

372 00:33:07.630 00:33:10.020 Rico Rejoso: for the HubSpot data restructure.

373 00:33:11.070 00:33:17.869 Ryan Brosas: Yeah, so the structuring or the properties is… well, it’s doing well, so…

374 00:33:18.120 00:33:24.800 Ryan Brosas: we can say that 75, I need to do, like, the documentation,

375 00:33:25.140 00:33:30.569 Ryan Brosas: Then, add some other stuff on the partnership pipeline.

376 00:33:31.530 00:33:43.930 Ryan Brosas: Yeah, there’s a lot of stuff, like, as I said, on earlier, sales meeting or stand-up, that this is, like, an in-progress, like, ongoing progress on the data structuring.

377 00:33:44.680 00:33:45.320 Rico Rejoso: Okay.

378 00:33:45.720 00:33:47.629 Rico Rejoso: I’m gonna move this to the next sprint.

379 00:33:48.400 00:33:49.260 Rico Rejoso: Okay.

380 00:33:49.380 00:33:52.000 Ryan Brosas: You mentioned that 3 points was done this week.

381 00:33:52.060 00:33:58.370 Rico Rejoso: This is… the 192 ticket is 5 points, 3 points is done this week, the 2 points will be done next week.

382 00:33:59.500 00:34:01.810 Rico Rejoso: Okay, you measure 75% done, right?

383 00:34:03.790 00:34:04.749 Rico Rejoso: Is that correct?

384 00:34:05.420 00:34:06.200 Ryan Brosas: Yeah, yeah, yeah.

385 00:34:06.510 00:34:07.470 Ryan Brosas: I’m sorry.

386 00:34:07.470 00:34:08.979 Rico Rejoso: Do you get what I mean?

387 00:34:08.980 00:34:13.490 Ryan Brosas: Yeah, I just… Got this, news…

388 00:34:13.860 00:34:18.540 Ryan Brosas: Emails here, so yeah, I think… This is…

389 00:34:20.340 00:34:28.730 Ryan Brosas: like, a email for dashboard or something, a web portal or something. I’m not sure where to put that.

390 00:34:30.800 00:34:33.719 Ryan Brosas: So, yeah, I will just ask, you know, Tom later.

391 00:34:34.380 00:34:35.250 Rico Rejoso: No worries.

392 00:34:36.659 00:34:38.399 Rico Rejoso: and, like, this is due to the…

393 00:34:41.020 00:34:46.159 Ryan Brosas: This was really, like, from… this…

394 00:34:47.980 00:34:50.800 Rico Rejoso: Which one… which one was it? The 201, right?

395 00:34:51.230 00:34:52.370 Ryan Brosas: Until one, yeah.

396 00:34:52.860 00:34:54.520 Rico Rejoso: data governance structure.

397 00:34:56.749 00:35:06.619 Ryan Brosas: I think he already did the Upwork stuff, he changes the… What’d you call this?

398 00:35:09.429 00:35:14.149 Ryan Brosas: And I just need to do the apply…

399 00:35:14.150 00:35:16.230 Rico Rejoso: 2 points for 201, right?

400 00:35:17.150 00:35:21.660 Ryan Brosas: Yeah, two points, because I thought it would be… like…

401 00:35:21.660 00:35:23.300 Rico Rejoso: Should it still be 2 points?

402 00:35:24.770 00:35:27.970 Ryan Brosas: Yeah, let me think, because, this is…

403 00:35:28.720 00:35:33.980 Ryan Brosas: I’m not sure if I will need to, like, Optimistus?

404 00:35:34.250 00:35:40.810 Ryan Brosas: I need to, like, based on, Robert’s account, because that is much more…

405 00:35:41.000 00:35:46.219 Ryan Brosas: optimize, and yeah, I think I need to, like…

406 00:35:46.260 00:35:48.000 Rico Rejoso: Okay. Data engineering.

407 00:35:50.670 00:35:54.480 Rico Rejoso: I think that’s… We’ll be in a meeting with…

408 00:35:54.700 00:35:57.380 Rico Rejoso: Tim, in the next 9 minutes.

409 00:35:57.590 00:36:01.179 Rico Rejoso: You wanna jump off, or you wanna stay on this…

410 00:36:02.020 00:36:04.420 Ryan Brosas: Yeah, we can jump off for a while.

411 00:36:05.080 00:36:08.459 Rico Rejoso: Okay, I’m gonna let you be. Let’s meet in the next 9 minutes, okay?

412 00:36:08.750 00:36:11.369 Ryan Brosas: Okay. See ya. Alright.