Meeting Title: Ellie Marketing Strategy and Budget Planning Date: 2025-10-29 Meeting participants: Robert Tseng, acromie


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1 00:02:42.160 00:02:43.570 acromie: Hey, hey!

2 00:02:46.540 00:02:47.869 Robert Tseng: Hey! Hey, Allison.

3 00:02:47.870 00:02:54.590 acromie: You saw my note, I, my last meeting was running a little long, I just quicked through it in Slack, so you may not have.

4 00:02:54.590 00:02:56.360 Robert Tseng: Oh, okay, yeah, no worries, yeah.

5 00:02:56.900 00:03:03.489 acromie: We just got off of a web and data meeting, and it was going really well. We had some good insights today, so…

6 00:03:03.650 00:03:09.270 Robert Tseng: Oh, yeah? How… yeah, how are… how is that? Like, I guess, is that… is that Adam runs that, or kind of.

7 00:03:09.270 00:03:29.930 acromie: Yeah, Adam runs that, so he does all the analysis, and we get together, you know, monthly, and then we do a quarterly review as well, but, you know, we’ve got a lot of stuff changing, like, not only with Amplitude, but, like, we, Ellie sold off all of their Minnesota locations this year, and so, like, they’re now officially…

8 00:03:29.930 00:03:36.719 acromie: like, have migrated over to their new site. We have to keep them on our site for a while and redirect them, but, like…

9 00:03:36.790 00:03:52.279 acromie: Like, that’s… so their traffic isn’t coming to our site anymore, but, like, we just launched online scheduling, so that’s moving up, and then there’s just, like, so many things happening. We’re migrating to a new server, we are,

10 00:03:52.740 00:03:58.700 acromie: We’re working on an automation for our… the bios to come in from our… our…

11 00:03:58.790 00:04:02.830 acromie: what we call Ellie Match, which is where all of our therapists, like.

12 00:04:02.880 00:04:21.060 acromie: put their, you know, their bios in, and it gets synced with online scheduling, and right now we manually update the website, so this is, like, a no-brainer. We’re like, dude, like, can we stop manually updating these things, please? Yeah. That’s, like, hundreds of tickets a month to deal with. We really shouldn’t have to.

13 00:04:21.160 00:04:24.790 acromie: So anyway, but yeah.

14 00:04:24.790 00:04:29.139 Robert Tseng: Do you lead the web team, too? Or, like, do you lead the web team as well?

15 00:04:29.140 00:04:30.400 acromie: I mean, the web…

16 00:04:30.400 00:04:32.020 Robert Tseng: Changes coming to you? Yeah.

17 00:04:32.020 00:04:44.560 acromie: The web team is essentially me, a little bit of Adam, and a couple contractors. So, we… but, like, we’re gonna be doing a full site redesign for the new year.

18 00:04:44.560 00:04:45.410 Robert Tseng: Oh, really? Okay.

19 00:04:45.410 00:04:59.510 acromie: Yeah, so we’ll be taking all of this stuff and, just… we’re probably gonna start from scratch, because there’s just… the way our site was built, it was built by an agency that I would say is not…

20 00:05:04.680 00:05:07.009 acromie: How do I say this nicely?

21 00:05:08.900 00:05:18.610 Robert Tseng: They have a lot of learning to do with WordPress, and they’re one of those agencies that had, like, one web designer, developer person who just did…

22 00:05:18.610 00:05:35.939 Robert Tseng: everything the way they knew how to do it, despite the fact that a lot of it wasn’t really best practice? Sure. So, like, I came in and was like, why are we doing custom post types as plugins, and why aren’t… why isn’t this using a taxonomy over here that then automatically connects instead of having to, like.

23 00:05:35.940 00:05:36.890 acromie: You know… Yeah.

24 00:05:37.000 00:05:44.730 acromie: add it in another place and connect. Like, there’s way too much room for human error here. Yeah. And it definitely,

25 00:05:44.960 00:05:49.660 acromie: Gave me a lot of confidence in my own agency history.

26 00:05:50.420 00:05:51.140 Robert Tseng: Oh.

27 00:05:51.390 00:05:53.260 Robert Tseng: I didn’t know you had an agency background, okay.

28 00:05:53.260 00:06:06.579 acromie: Yeah, I, I… so, first off, I’ve been building websites since I was, like, 14. Like, I started with Angel Fire and GeoCities, and I think I put my poetry from an 8th grade class online, right? Like…

29 00:06:06.850 00:06:13.860 acromie: And so I, you know, it was all tables, basic HTML, you know, that kind of stuff, starry backgrounds.

30 00:06:13.860 00:06:14.400 Robert Tseng: Yeah.

31 00:06:14.580 00:06:19.139 acromie: But, like, as soon as… I’ve always been one of those people who’s, like.

32 00:06:20.000 00:06:29.079 acromie: been really good at, like, self-promotion, so I actually… I majored in theater, so I, after college, like, I wanted to get out there and get my name out there, so I needed…

33 00:06:29.080 00:06:29.450 Robert Tseng: Okay.

34 00:06:29.450 00:06:42.980 acromie: And so, like, I went through every… and we had a hosting domain, you know, we have… we’ve had DreamHost for so long, we still only pay $120 a year for unlimited everything. Like, we’re grandfathered, like, early…

35 00:06:42.980 00:06:51.679 acromie: And so, so, like, I went through every one-click install, probably, like…

36 00:06:52.030 00:06:52.420 Robert Tseng: at least.

37 00:06:52.420 00:07:06.500 acromie: five times each, trying to figure out what made the most sense, and, like, I kind of ended up in WordPress the most of the time, but, like, I still was frustrated at how, like, I wasn’t a developer, so I couldn’t do the things I really wanted to do with it.

38 00:07:06.500 00:07:10.360 Robert Tseng: Yeah. And, I joined an agency.

39 00:07:10.360 00:07:11.189 acromie: I was…

40 00:07:11.560 00:07:17.850 acromie: I joined as a project coordinator slash admin assistant. I had… because I had wanted to be a project manager.

41 00:07:17.850 00:07:28.769 Robert Tseng: And I had done project coordination jobs, I had, you know, the website experience, and this was, like, a web, mainly web, web and ASA group, but they did marketing work as well.

42 00:07:28.990 00:07:37.360 acromie: And, I got this job, and on my third day, the VP of Production, this was a small, like, five-person team, by the way, so…

43 00:07:37.900 00:07:42.259 acromie: I say VP of Production, but like… Not… not a huge, huge.

44 00:07:42.260 00:07:44.040 Robert Tseng: Yeah, they’re just sitting over there, and you’re…

45 00:07:44.040 00:07:48.529 acromie: Right, exactly. Like, she was the one I was gonna learn from. She gave her notice on my third day.

46 00:07:48.640 00:07:50.920 acromie: So, I had 3 weeks to learn everything.

47 00:07:50.920 00:07:52.879 Robert Tseng: No way. Learn about the business.

48 00:07:52.890 00:08:06.239 acromie: I took over her role, and I doubled our team size and our… I think I tripled our, revenue in the first 2 years.

49 00:08:06.240 00:08:06.890 Robert Tseng: Wow.

50 00:08:06.890 00:08:13.750 acromie: And then, my… the president was not very good at selling, even though he was the primary salesperson.

51 00:08:14.120 00:08:14.600 Robert Tseng: No.

52 00:08:14.600 00:08:16.460 acromie: He was very… yeah, it was…

53 00:08:16.600 00:08:32.949 acromie: Interesting. But I ended up getting laid off because, like, we got to a point where we pulled away from our parent company, because they were ridiculous, and we went off on our own, and then, like, he was not… he was… just kept getting stuck in projects instead of, like, selling new projects, and then… Oh, yeah.

54 00:08:32.950 00:08:41.099 acromie: at one point, he’s like, yeah, you and I are way too alike, we can’t… and I’m like… like, I knew… I kind of knew it was coming, but kind of didn’t know it was coming, but…

55 00:08:41.100 00:08:50.890 acromie: Got laid off, ended up starting my own agency, ran that for 2 years before I completely burned out. Yeah. Wow.

56 00:08:51.290 00:09:10.069 acromie: Yeah, it was nuts. Ended up going in back into the agency world, got laid off there after a year and a couple months, on a reduction in workforce, and then, found Ellie, and I’m like, now that I’ve gone internal marketing, I’m like, I am never going back to agency, like…

57 00:09:10.560 00:09:14.190 acromie: We are busy right now, and I’m losing my mind a little bit, but it’s not like…

58 00:09:14.190 00:09:17.329 Robert Tseng: Nowhere near what you were dealing with before, yeah.

59 00:09:17.330 00:09:22.689 acromie: You have that, like, toxic expectation that you’re gonna just say yes all the time and do everything everybody.

60 00:09:22.690 00:09:23.140 Robert Tseng: Oh.

61 00:09:23.140 00:09:26.589 acromie: It’s like… Like, hold on a minute, no.

62 00:09:26.590 00:09:27.100 Robert Tseng: Oh.

63 00:09:27.100 00:09:28.899 acromie: I’m gonna push back on you.

64 00:09:28.900 00:09:30.180 Robert Tseng: It’s like a therapy session to me.

65 00:09:31.360 00:09:32.900 acromie: It’s, it’s so beautiful.

66 00:09:34.100 00:09:46.550 acromie: And it’s so different, and I’m like, okay, I am internal marketing for the rest of my life, because… and every once in a while, I talk to someone, I’m like, oh, I would love to work with you, and then I’m like, it’s an agency, let’s not do that. Yeah.

67 00:09:47.550 00:09:48.140 Robert Tseng: Yeah.

68 00:09:48.140 00:09:57.659 acromie: But I’ve always been, like, a figure-it-out person, so I love to dive in. Totally. I know enough about code to reverse engineer, but I do NOT write code, like…

69 00:09:57.660 00:09:58.160 Robert Tseng: Yeah.

70 00:09:58.160 00:10:17.479 acromie: ask me to do some CSS, and it takes me 10 times as long as someone who knows what they’re doing. I can eventually figure it out. So, you know, but yeah, every time an idea comes, I love to just spin up a random website, and then when I started my agency work, that was about the time that builders started coming out, which made it.

71 00:10:17.480 00:10:18.050 Robert Tseng: Hmm.

72 00:10:18.050 00:10:19.530 acromie: Easy for me.

73 00:10:19.630 00:10:25.110 acromie: And… because I’m, like… I’m, like, a design… I’m not a designer, but, like, I have a.

74 00:10:25.110 00:10:26.450 Robert Tseng: Yeah, design-minded, yeah, sure.

75 00:10:26.450 00:10:28.740 acromie: I’m design-minded, yeah, 100%.

76 00:10:28.990 00:10:48.039 acromie: And so, it made really well, because I worked with small businesses who couldn’t afford custom development, and I was like, here’s the deal, I work with a builder, I’m going to teach you how to use it, because my goal is for you to be able to be self-sufficient, because I know you can’t afford to have, you know, a full-stack developer on hand for…

77 00:10:48.040 00:10:50.900 acromie: You know, 2 or 3 things you need a month.

78 00:10:51.010 00:10:55.279 Robert Tseng: Yeah. And let’s make sure you can… you can own this, like…

79 00:10:55.410 00:11:08.069 acromie: own your shit, and let’s make sure you can use it, and then if someone, like, didn’t even have that, or wasn’t technically savvy, I’m like, okay, we’re gonna go look at Wix, or Squarespace, or something like that, because…

80 00:11:08.150 00:11:15.619 acromie: As much as I love WordPress, I got really upset with everybody who was like, everybody should be on WordPress. I’m like, hmm, no.

81 00:11:15.840 00:11:21.270 acromie: no, if you don’t know what you’re doing, like, it’s really frustrating. It’s really frustrating, but…

82 00:11:21.270 00:11:21.730 Robert Tseng: Yeah.

83 00:11:21.730 00:11:27.185 acromie: Yeah, so anyway, so that’s… that’s where I’ve come from, but… Ugh!

84 00:11:28.700 00:11:38.879 Robert Tseng: I see. Yeah, no, incredible journey. I have so many questions, I would totally ask more about your agency life, and yeah, I’ve been doing this for two and a half years now, so… Yeah, you know, obviously.

85 00:11:39.300 00:11:44.619 Robert Tseng: I mean, it’s been… it’s always kind of like, yeah, the highs are really high, the lows are really low.

86 00:11:45.400 00:12:00.910 Robert Tseng: And, like, it always feels like your next big break is around the corner. I definitely feel like it takes a certain character, people who just, like, are go-getters, who, like, like chasing the opportunity, like, that’s what gets you going. But obviously, the burnout and everything kind of happens.

87 00:12:01.090 00:12:04.999 Robert Tseng: Yeah, so I totally feel everything you were saying, like, I…

88 00:12:05.000 00:12:11.100 acromie: I kind of realized that if I ever did go into business again, I would need to have a partner to balance me out.

89 00:12:11.100 00:12:11.590 Robert Tseng: Totally.

90 00:12:11.590 00:12:27.509 acromie: I can’t do everything, and it’s… it’s really about, like, I need to sit where I’m really good, and I’m really good on the ideation, the strategy, like, the top level, like, let’s sell it. Like, people… I think I had, like, 30 clients in my first year, and, like…

91 00:12:27.510 00:12:35.390 acromie: Wow, yeah. 60 in the second. Like, I mean, I brought people in left and right, I just brought in a lot of people who didn’t have a lot of budget and, like.

92 00:12:35.390 00:12:35.860 Robert Tseng: Yeah.

93 00:12:35.860 00:12:43.310 acromie: they wanted the world from me, but didn’t want to pay for it, so… Yeah. It was, you know, not the best. So, I think, like.

94 00:12:43.500 00:12:50.249 acromie: Finding your thing and really sticking to it, and, like, not trying to say yes to everyone for everything is, like.

95 00:12:50.250 00:12:50.660 Robert Tseng: Yeah.

96 00:12:50.660 00:12:57.960 acromie: the biggest piece of advice I can give is, like, own what you do really well, and lean into it like crazy.

97 00:12:57.960 00:12:58.530 Robert Tseng: Yeah.

98 00:12:58.530 00:13:13.099 acromie: And don’t be afraid to turn some away, because they don’t fit that… that thing, because it’s only gonna leave you open for the good client that comes. Yeah. Who can, because they’re out there, and there’s lots of them, so… Yeah.

99 00:13:13.530 00:13:24.450 acromie: Ugh, yeah. At one point, I just wanted to be like a… almost like a broker for agencies. I was just like, I just want to learn who all is out there, and talk to small businesses, and be like.

100 00:13:24.450 00:13:34.019 acromie: Okay, this is what you need, and you should talk to these, you know, this person or these 3 people, because they can do what you want, they’re gonna be in your budget range, and…

101 00:13:34.020 00:13:38.139 Robert Tseng: Yeah. I know they’re gonna take care of you, because I know they do good work, right? So… Yeah.

102 00:13:38.630 00:13:43.120 acromie: But… it’s okay. I’ll take the 9 to 5, the salary, I’m…

103 00:13:43.120 00:13:43.860 Robert Tseng: Yeah.

104 00:13:43.860 00:13:50.560 acromie: Feeling, it’s like, I need some stability for a while, I will probably eventually go back to doing, like, consulting and stuff, because…

105 00:13:50.560 00:13:51.190 Robert Tseng: Yeah.

106 00:13:51.390 00:13:56.150 acromie: I just… there’s something about, like, networking, I just… I just… Okay, I love people.

107 00:13:57.010 00:14:01.730 Robert Tseng: No, that’s… that’s great. This is a good friendship I want to keep.

108 00:14:01.730 00:14:02.610 acromie: Yeah, yeah, yeah, right.

109 00:14:03.070 00:14:08.219 acromie: Well, and I started my business in the fall before COVID hit, so that was my big thing, too, is that.

110 00:14:08.220 00:14:08.770 Robert Tseng: Wow.

111 00:14:08.770 00:14:10.080 acromie: And it was just like…

112 00:14:10.760 00:14:16.709 acromie: Ugh, I had a really good start, and then it was just like, BAM! No more napkin, and it was like…

113 00:14:17.210 00:14:19.920 acromie: Actually, I started my own online networking group, but…

114 00:14:19.920 00:14:25.630 Robert Tseng: Wow. Yeah, that would be tough if there were no in-person things in this business. Oh, I already work from home most days, it’s just like…

115 00:14:25.630 00:14:25.960 acromie: I’ll be…

116 00:14:25.960 00:14:27.200 Robert Tseng: I have to go out.

117 00:14:27.200 00:14:41.900 acromie: I have a… I have an SBA loan I’ll probably be paying off for the rest of my life, because, like, I literally have $25 a month… I think a month, or maybe twice a month. I might have just set it up for when every… every paycheck, 25 bucks comes out, you know? Because I was like.

118 00:14:42.650 00:14:52.239 acromie: business isn’t in business anymore, like, I… Yeah. I got $4,000 I gotta pay back on a loan. I’m like, ugh, I shouldn’t have taken that.

119 00:14:52.730 00:15:00.579 Robert Tseng: Yeah, honestly, I mean, she’ll just sit there, like, you know, it’s just kind of like another, like, a utility bill that you’re paying. Right.

120 00:15:00.580 00:15:06.989 acromie: I will admit, though, I do still have 3 clients, and I… I just can’t bring myself to get rid of them, because they’re…

121 00:15:06.990 00:15:07.350 Robert Tseng: Oh!

122 00:15:07.510 00:15:09.579 acromie: They rarely need things, but…

123 00:15:09.580 00:15:10.040 Robert Tseng: Yeah.

124 00:15:10.040 00:15:10.919 acromie: Just like, ugh.

125 00:15:11.090 00:15:14.800 acromie: I would have to have, like, I would have to find them the perfect replacement.

126 00:15:15.410 00:15:26.480 acromie: trying to, because I really need to stop, but, like, it’s so hard, because they’ve become friends, you know? Like, they’re people I just love to be around and work with, and… Totally.

127 00:15:26.980 00:15:28.760 acromie: Yeah, anyway, so…

128 00:15:29.160 00:15:29.810 Robert Tseng: Yeah.

129 00:15:30.460 00:15:34.200 acromie: Alright, well… What’s on your mind for today?

130 00:15:34.200 00:15:39.809 Robert Tseng: Yeah, well, I mean, I guess we’re kind of at the tail end of this kind of, stint, so…

131 00:15:39.960 00:15:49.429 Robert Tseng: I mean, I’ve… I was peeking, poking around this morning, I was looking, you know, drove, what, 2.6 convers… 1,006 convers…

132 00:15:49.610 00:15:54.370 Robert Tseng: 2.600 conversions in the past 7 days across.

133 00:15:54.370 00:15:54.750 acromie: Nice!

134 00:15:54.750 00:15:57.239 Robert Tseng: I think 55 draft events that we’ve had.

135 00:15:57.760 00:16:03.100 Robert Tseng: couple weeks, and it looks like there are still more accounts to add, because I only saw, like, 14 or.

136 00:16:03.100 00:16:10.359 acromie: Yeah, yeah, we’re… so we have… we have… we got all of the accounts from our preferred partners, which is a.

137 00:16:10.360 00:16:10.900 Robert Tseng: Yeah.

138 00:16:11.160 00:16:30.659 acromie: And then we published an article, I think on Friday, but really it kind of went out yesterday to the whole system to say, hey, if you’re not with one of these partners, like, you need to fill out this form and give us your information and these steps. And so we’ll just keep connecting them like that, and we’ll get more and more, but so far, everything’s going really well.

139 00:16:30.660 00:16:41.880 acromie: Everything seems to be working, it’s just, of course, like, it’s slow to watch those conver- you know, everybody’s conversions are low, so… Yeah. Hopefully this will help them get higher, right?

140 00:16:41.880 00:16:42.330 Robert Tseng: Yeah.

141 00:16:42.820 00:16:47.180 acromie: But, we haven’t had any complaints, we haven’t had any, like…

142 00:16:47.940 00:16:50.069 acromie: It’s been weird, it’s been really quiet.

143 00:16:50.070 00:16:52.119 Robert Tseng: Yeah, the solution seems stable, we could

144 00:16:52.530 00:17:01.629 Robert Tseng: volume. I guess, like, the one thing was just that, like, I was hoping to migrate the pipeline over to Azure within this month as well. It didn’t end up happening, I think.

145 00:17:01.770 00:17:04.670 Robert Tseng: We met with, was it… is it Nick?

146 00:17:05.319 00:17:05.689 Robert Tseng: Sorry, yeah.

147 00:17:05.690 00:17:06.219 acromie: Yeah.

148 00:17:06.220 00:17:20.929 Robert Tseng: Yeah, I remember Nick a couple times. I think he knows what we need. Like, we already talked through all the provisioning and access, but by the time we got to that point, I was already kind of late last week, so, you know, it is… we, you know, it’s kind of just like a… that’s an open-ended, review item.

149 00:17:21.010 00:17:22.940 acromie: fast over here, so…

150 00:17:22.940 00:17:23.450 Robert Tseng: Okay.

151 00:17:23.949 00:17:25.319 acromie: That’s the only…

152 00:17:25.549 00:17:32.579 acromie: downside. So I can’t tell you how many things I have out for Nick that he has not responded to.

153 00:17:33.690 00:17:44.450 acromie: Well, the poor guy, he had… he’s our Senior Director of IT, and, he originally had… we had a CTO above him, or no, VP, VP of IT.

154 00:17:44.450 00:17:45.010 Robert Tseng: Sure.

155 00:17:45.010 00:17:49.390 acromie: And he left, and they never replaced his role, so Nick.

156 00:17:49.390 00:17:49.850 Robert Tseng: I see.

157 00:17:49.850 00:17:51.770 acromie: Had to take on everything, and so…

158 00:17:51.770 00:17:52.170 Robert Tseng: Yeah.

159 00:17:52.170 00:18:01.049 acromie: we’re in the process of getting Minnesota off-boarded, which is all, like, Microsoft and technology and all these things, so he’s just been swamped.

160 00:18:01.220 00:18:01.590 Robert Tseng: I see.

161 00:18:01.590 00:18:11.940 acromie: But, yeah, anyway. So, with that going outside of this month, what does that mean for that project? Does it change anything? Like…

162 00:18:12.710 00:18:22.200 Robert Tseng: Yeah, well, I mean, we’d like to finish that work. I mean, I’d like to obviously talk to you about some sort of extension or, like, renewal, or whatever.

163 00:18:22.200 00:18:33.819 Robert Tseng: Yeah, I mean, I think last time we talked last month, we were only provisioned, kind of, this month’s budget, because you said 2026 would probably be a better time to re-engage on, like, the amplitude work and whatnot.

164 00:18:33.820 00:18:55.199 Robert Tseng: for this one, like, I still feel like, I mean, if you just give us options, we can… we can do the migration ourselves. Like, we understand, like, the platform now, so I know how your Azure is set up and everything. Yep. I think that’s, like, a week’s… a week’s worth of work. Like, it’s not… Okay. It’s not much. So, I would like to do that, and if we can, like, define other… other things that we could work on,

165 00:18:55.470 00:19:10.360 Robert Tseng: I mean, I kind of… you know, I’ve… I have my… the deck that I’ve shown you pulled up here, but I mean, I want to rebuild it, and I want to add some more, kind of based on things that I’ve been observing. I know you’ve been mostly talking to Utam and Zora in the past two weeks. Utam’s my business partner, so, like…

166 00:19:10.360 00:19:11.530 acromie: Okay. Oh, great, yeah.

167 00:19:11.530 00:19:15.200 Robert Tseng: He’s, like, our CTO person, yeah, I guess.

168 00:19:15.270 00:19:26.389 Robert Tseng: Yeah, no, great, great, great person. Early data engineer, we work very much like a… I can throw him at any technical problem, and he’ll, like, be able to kind of break it down. So, I think that was, like, that was really helpful.

169 00:19:26.390 00:19:38.839 Robert Tseng: But yeah, I think for me, obviously, I think I’m more of the business-minded person, and kind of, you know, probably more of your strategic partner. Yeah. And so, you know, I’m looking at a couple of priorities, things that we were trying to think about.

170 00:19:38.840 00:19:47.629 Robert Tseng: I mean, I actually keep knowing that, like, you have, like, this network of clinics selling off some of them, but most… a lot of franchisee-driven.

171 00:19:47.640 00:19:51.830 Robert Tseng: I mean, I used to work in logistics, and… and, like, a…

172 00:19:52.030 00:20:07.279 Robert Tseng: Like, a managed warehouse platform, so we, like, had a network of, like, hundreds of warehouses that we were also kind of, like, probably something similar in terms of, like, establishing benchmarking across the network, being able to, you know.

173 00:20:07.490 00:20:25.179 Robert Tseng: pick some of these core marketing metrics. I mean, obviously, we’re… we’re only looking at the affiliate kind of spend so far, but… or, like, sorry, the, you know, the paid spend through these affiliate partners, but, like, I think there’s probably more that you would want to, you know, evaluate on the upside across… across your network.

174 00:20:25.190 00:20:48.529 Robert Tseng: And then, I mean, we can go deeper on the attribution side, too. Like, we do much more, like, media diversification with other, like, clients as well. Things like be through attribution, if they kind of saw an ad on Facebook, and then they actually converted on Google, we could share the through line there. If you’re expanding into CTV or, like, other types of paid channels, like, I, you know, I think that’s… we’re very much at the forefront of that, too.

175 00:20:48.530 00:20:48.850 acromie: Cool.

176 00:20:48.850 00:21:06.169 Robert Tseng: I feel like there are, like, a lot of different directions that we can kind of go in here, but just wanted to kind of see what’s top of mind for you. Yeah, and so, what I am preparing for right now is our 2026 budgeting, and I do have a line item in there for you guys. It’s not a lot, though, so I would love to know, like.

177 00:21:06.270 00:21:22.889 acromie: Because I think we had talked originally about, like, a couple months, you know, of being able to kind of dive more into the attribution, and really train my team, and mainly Adam, you know, to use the system, and really get comfortable in there, and then we would kind of go off on our own.

178 00:21:22.890 00:21:26.400 acromie: And so what I would love to know is, is from that, like.

179 00:21:26.560 00:21:46.719 acromie: establishing, benchmarking, all of that stuff, like, that is absolutely 100% top of mind for me right now, as we start to, you know, I need to be able to start taking all this data we’re now collecting and getting, you know, from ads and all of this stuff, and start, like, seeing, like, what can we do to help each franchisee.

180 00:21:46.720 00:21:52.589 Robert Tseng: for better, because we are not running the campaigns. They are, or their advertising agency is.

181 00:21:52.590 00:22:10.000 acromie: But I think there’s always a lot of questions about, like, what should we be seeing? Where could we be? What are this region seeing? And so being able to easily go in there and understand how to find that data, how to get that data, create dashboards around it.

182 00:22:10.000 00:22:22.789 acromie: would be really helpful. You know, are there other things we need to bring in in order to do that? Otherwise, it’s just really, I think, we really need to get comfortable in there. I know Amplitude is a beast, and so we’ve been doing that.

183 00:22:22.790 00:22:33.109 Robert Tseng: I’ve seen some of the reports that you’ve built for, like, reporting and stuff, so… So yeah, it seems like you’ve built some, like, reusable reporting frameworks to be able to, like, apply across all the different.

184 00:22:33.110 00:22:33.470 acromie: Yeah.

185 00:22:33.470 00:22:35.120 Robert Tseng: Yes. Right.

186 00:22:35.120 00:22:48.239 acromie: Right. And we’re… and a lot of this data, too, is getting pulled down into our… our data warehouse for Power BI, so… Okay. We’re, so some things, while we want to bring things up from

187 00:22:48.240 00:23:07.410 acromie: data warehouse to amplitude, and I did find out we have internal resources that can do that for us. Great, okay. So we’re going to utilize those, because it doesn’t cost me anything. And so we have a couple data engineers, essentially, is what they are. They’re building reports, but one of them also has the capability to do a lot of this coding.

188 00:23:07.410 00:23:10.330 acromie: And they already are in Azure and know…

189 00:23:10.330 00:23:20.859 acromie: the system. So, we’ll be able to start bringing up more data, which then we’re gonna really want to benchmark, because that’s where we’re going to connect things like…

190 00:23:22.360 00:23:30.740 acromie: you know, whether or not they actually attended the appointment, and then I want to be able to create audiences and say, hey, everybody, like, here’s an audience that’s…

191 00:23:31.180 00:23:42.310 acromie: you know, converting a really hot, you know, type of audience, here’s the demographics, let’s push this out to your ad accounts as a… to create a lookalike off with, you know, obviously without PHI, but…

192 00:23:43.730 00:23:57.510 acromie: But yeah, pulling that data, because we have all kinds of data on our clients. I mean, we have… we know if they’re married or not, what insurance they have, what, like, there’s just so many things we can start to… to, pull…

193 00:23:57.550 00:24:07.619 acromie: information off of and start using and activating. Yeah. I’m trying, but I have not yet gotten full buy-in.

194 00:24:07.690 00:24:15.790 acromie: to convince, the… our budget that we need to make room for, CRM implementation and email.

195 00:24:15.790 00:24:16.420 Robert Tseng: Hmm.

196 00:24:16.420 00:24:27.490 acromie: So marketing automation is gonna be another thing that I’m hoping we can get to, maybe towards the end of next year. So, like, that’s another thing, is, like, what data do we need to then…

197 00:24:29.130 00:24:45.089 acromie: you know when to send different emails, and whether transactional or not, or marketing emails, or whatever, like, how do we keep from losing our clients, right? We’re focused so much on getting new ones right now, and I’m like, we are missing out on retaining our current ones, like, we…

198 00:24:45.220 00:24:51.549 Robert Tseng: Yeah. We should be putting more towards that, because it’s a lot cheaper in the long run than the new clients, so, like…

199 00:24:52.350 00:25:05.140 acromie: Yeah. You know, when you see a price tag, because we’ve got to design all the emails, we’ve got to create all the writing, we’ve got to implement the tool, we’ve got to connect the tool, we’ve got to pay for the tool, we’ve got…

200 00:25:05.140 00:25:05.590 Robert Tseng: Yeah.

201 00:25:05.590 00:25:11.180 acromie: you know, everybody’s like… But, so, what I would love to do…

202 00:25:11.490 00:25:16.259 acromie: Is look at, like, knowing that those are kind of my goals here.

203 00:25:16.260 00:25:36.100 acromie: Is what could that look like? We probably wouldn’t start, like, a regular cadence, but I would love to have a line in there for some sort of regular cadence in the new year, for sure. If there’s small things now that would have a really big impact, I might be able to get budget, but we’re running slim for the rest of the year, so…

204 00:25:36.100 00:25:36.730 Robert Tseng: Sure.

205 00:25:39.060 00:25:50.250 acromie: But, there is… there is some budget to work with that kind of thing. So, like, if we’re looking at the connection of Azure is gonna be more, like, just let me know what that’s gonna look like.

206 00:25:50.250 00:25:50.640 Robert Tseng: Sure.

207 00:25:50.640 00:25:59.999 acromie: And then if there’s something else that you’re like, gosh, we really should look at this to really enhance this data, and this is what we’re gonna get out of it, I’m open to it.

208 00:26:00.000 00:26:10.910 Robert Tseng: Okay. But coming up with, like, what does this look like? Should we… do we want to engage for 6 months in the new year, and what might that trajectory be in that monthly…

209 00:26:10.950 00:26:14.749 acromie: you know, amount be, so that I can get it in the budget, so…

210 00:26:14.750 00:26:15.340 Robert Tseng: Okay.

211 00:26:15.640 00:26:18.680 acromie: Yes.

212 00:26:20.040 00:26:22.840 Robert Tseng: Okay, yeah, no, that’s, that’s super helpful.

213 00:26:22.910 00:26:25.790 Robert Tseng: Yeah, I mean, as far as, like, kind of… yeah, I mean…

214 00:26:25.790 00:26:46.810 Robert Tseng: I… I think at this point, like, we don’t have, like, a big chunk of fixed scope to kind of define, so I mean, we’d probably just, like, go all the way down to our minimum, and kind of propose that as, like, a way to finish… finish things. We’re kind of figuring out, like, what the new year will look like. Yep. So, for us, like, minimum retainer is, like, 5K to stay with us, I guess, and so…

215 00:26:46.810 00:26:49.019 Robert Tseng: We basically would try to find enough

216 00:26:49.020 00:26:55.239 Robert Tseng: Like, we would package enough work in there to basically make it make sense for you, for that, for that.

217 00:26:55.330 00:27:07.389 Robert Tseng: Yeah, so, like, I think that’s probably short-term, like, in this week, what I will try to get to you in terms of… yeah, I know what the… I know what the… we’ve already taken it out, I know what the work is to migrate the GCP to Azure, so that… that’s…

218 00:27:07.730 00:27:23.849 Robert Tseng: like, a week… a week of work. And then beyond that, like, yeah, I think with some of these other ideas that you’ve brought… brought forth, like, we can… we can kind of put that into some scope as well. And then we could just take that month to month until the end of, until 2026.

219 00:27:23.850 00:27:29.059 acromie: And with the migration needing a little extra here,

220 00:27:29.160 00:27:46.520 acromie: one thing I would… I would request is just to be, like, if we can be super, super clear on the deliverables within each… each set, just so… Yeah. I wasn’t sure if the… the migration of all this stuff to Azure was included or not, I feel like that was a little.

221 00:27:46.520 00:27:47.480 Robert Tseng: Oh, okay.

222 00:27:47.480 00:27:49.929 acromie: Is this in here, or is this not in here? But I was.

223 00:27:49.930 00:27:50.350 Robert Tseng: Yeah.

224 00:27:50.350 00:28:00.279 acromie: there yet, so I’m gonna worry about it later, but, like, I just… I need to be better about asking those questions, but if you can also be like, hey, these are the things that are in scope.

225 00:28:00.420 00:28:10.250 acromie: I know we had, like, we could do this, or we could do this, and then everything is in the contract, as in, you know, it looks like it’s in scope, but it’s really not all in scope, right? Like…

226 00:28:10.250 00:28:10.870 Robert Tseng: Sure.

227 00:28:10.870 00:28:20.180 acromie: So yeah, that’s all I would ask, is just a little, like, be super upfront with me, because I’m moving so fast, I can miss that stuff.

228 00:28:20.250 00:28:28.099 Robert Tseng: Yeah, I think we’re not gonna do the either-or stuff at this point. Like, I feel like we know enough to be like, this is what we should do, and yeah, okay.

229 00:28:28.100 00:28:36.429 acromie: And I’m okay with not having Google Tag Manager, I’m like… I mean, unless there’s a real good reason for it, or maybe there’s a better tool other than Google, but…

230 00:28:36.650 00:28:36.970 Robert Tseng: Okay.

231 00:28:36.970 00:28:42.930 acromie: I think that, yeah, from a compliance standpoint, I just really want to get away from Google.

232 00:28:43.100 00:28:44.360 Robert Tseng: Yeah.

233 00:28:45.190 00:28:52.919 acromie: Okay, so yeah, so let me know what that, like, if we were to do a 5K to round off the end of this year, like, what would we look at in that, and.

234 00:28:52.920 00:28:53.370 Robert Tseng: Yeah.

235 00:28:53.370 00:28:59.059 acromie: you know, in addition to this, the migration of that down to Azure. And then let’s, like.

236 00:29:00.180 00:29:05.030 acromie: what would be… I feel like you originally had mentioned, like, a…

237 00:29:06.430 00:29:10.550 acromie: Like, a 3,000 a month kind of, like…

238 00:29:10.800 00:29:20.709 acromie: thing, but that feels… that’s lower than your retainer amount here, so I just want to make sure that, like, am I remembering right or incorrectly? And, like, what might this… like, if we wanted to.

239 00:29:20.710 00:29:21.050 Robert Tseng: Yeah.

240 00:29:21.050 00:29:23.859 acromie: so if it was, like, a 5K retainer a month in the new year.

241 00:29:23.860 00:29:24.220 Robert Tseng: Yeah.

242 00:29:24.220 00:29:30.110 acromie: Like, how many months do you think we would want to have that in place for, if that’s the case? Sure.

243 00:29:30.110 00:29:38.899 Robert Tseng: Yeah, I think, like, the 3K to start that we had was, yeah, I guess that’s typically, like, around… like, we do 3 to 5K to start when we.

244 00:29:38.900 00:29:39.530 acromie: Yep.

245 00:29:39.530 00:29:57.250 Robert Tseng: or just getting in there, doing something, I guess. Then once we… there’s more development work, then we try to scale up, 5K being our minimum, and then, like, it can go much higher. Yeah, as far as, like, how long, I think it just really depends on how fast we want to move. So I think my goal is then…

246 00:29:57.250 00:29:59.619 Robert Tseng: You know, with the remainder of the year.

247 00:29:59.930 00:30:19.319 Robert Tseng: I mean, I want to be able to give you, like, a road… like, a 6-month roadmap, you know, by the end, you know, by whatever deadline you give us, and then we can… we can kind of, decide if you want to do a 3-month or a 6-month contract from there. Those are typically our… our… the typical contracts we sign. So…

248 00:30:19.770 00:30:20.460 Robert Tseng: Yeah, I agree.

249 00:30:20.460 00:30:45.430 acromie: Yeah, and I think, yeah, for me, just understanding, like, what might we be giving up for a 3-month roadmap versus what would we be doing for a 6, because what I’ll do is, as we’re defining these, you know, amounts, like, I’ll be able to say, like, hey, we can do this level, but we’re gonna, you know, there’s gonna be other things that are gonna come up that we might want to do, or we can just say, like, hey, we’re all in, let’s do 6

250 00:30:45.430 00:30:56.169 acromie: months. The goal is to get us up and running, get all of these things set up right, and then make sure that we are able to just continue moving on our own at that point. Sure.

251 00:30:56.170 00:31:01.380 acromie: Because we are… our budget is one of those things that’s, like, It’s…

252 00:31:01.800 00:31:13.779 acromie: we’re supposed to spend as much as we take in. So there’s not always, like, there’s not slush sitting around, generally, unless something changes and something gets canceled, and then we all have extra budget.

253 00:31:13.780 00:31:14.789 Robert Tseng: Yeah, it doesn’t really make sure…

254 00:31:14.790 00:31:21.430 acromie: I’m sure we’re not, like, gonna get to the end of 6 months and be like, let’s do another 6 months! And I’m like, I don’t have 30K, what are you talking about?

255 00:31:21.430 00:31:21.800 Robert Tseng: Yeah.

256 00:31:22.160 00:31:23.370 acromie: So…

257 00:31:23.490 00:31:31.789 Robert Tseng: Yeah. That’s… yeah, so anyway, just want to be really transparent on kind of how that works with us here, so… Okay, yeah, that’s totally fair.

258 00:31:32.280 00:31:33.030 acromie: Awesome.

259 00:31:33.520 00:31:34.310 acromie: Cool.

260 00:31:34.930 00:31:36.520 acromie: Awesome. Well…

261 00:31:36.730 00:31:44.419 acromie: do you want to get back to me about, like, what would be in another 5K to continue moving, and then…

262 00:31:44.420 00:31:51.150 Robert Tseng: Yeah. Do you want to go about coming up with this 3-6 month roadmap? Do you need anything from me? Do we need to meet again?

263 00:31:51.150 00:31:51.549 acromie: Do we…

264 00:31:51.550 00:32:02.680 Robert Tseng: Yeah, so, I mean, I think, like, that to me is one of the outcomes of, like, the 5K as well, just to make sure that I’m meeting with you regularly again, or whatever, to, like, get to that roadmap.

265 00:32:02.680 00:32:15.870 Robert Tseng: You’ve named a few different, like, kind of things, initiatives that you’re thinking about already for the new year, so probably just want more details. Especially, like, you know, we just picked, like, that email kind of, life cycle initiative that you were talking about.

266 00:32:15.870 00:32:31.230 Robert Tseng: Yeah, I mean, we’ve implemented Braze, CustomerIO, Klaviyo, you know, you name it for our clients. Like, it really is kind of a build versus buy, is kind of like the decision that you make for each piece of it. It’s like, yeah, I mean, you have the tool that does the sending.

267 00:32:31.230 00:32:45.129 Robert Tseng: But do you build audiences in your warehouse, or do you let… or do you build the audiences within the tool itself, right? I think there’s, like, a… that’s a difference. You have more control over it, you don’t have to push so much data into your… into a Klaviyo or a Customer I.O.

268 00:32:45.130 00:32:57.340 Robert Tseng: And… but they may… but that takes longer to do, and because your marketers are probably not as trained. And so, like, there’s just, like, there’s, like, certain trade-offs like that that we know very well, especially on… for,

269 00:32:57.480 00:33:12.610 Robert Tseng: owned channel marketing is kind of what our team calls it internally. Yeah, yeah. Yeah, so I think there’s… I definitely have a lot of opinions around that. And then when it comes… when it comes with regards to, like, you know, other paid media initiatives, like, really wanting to know, like, kind of.

270 00:33:12.670 00:33:23.139 Robert Tseng: what are the other channels you’re looking at? Like, you know, how fast is your budget growing as well? Like, are you, you know, stuff like that. If you’re trying new channels, like, we have clients that are, like, just…

271 00:33:23.230 00:33:29.130 Robert Tseng: sending a lot of money to new affiliates, then, like, being able to benchmark the affiliates became, like, really high priority.

272 00:33:29.550 00:33:43.829 Robert Tseng: And, finding the right tool that’s, like, kind of aggregating all their affiliate spend and helping them evaluate that decision, too. So, like, you know, I think that’s… there’s kind of… it’s really tied to the objectives that you have, so it’s not like we have, like, a cookie-cutter thing to, like, put in front of you.

273 00:33:44.130 00:33:47.560 Robert Tseng: We really want to, like, make sure it’s, like, aligned with your goals. For sure.

274 00:33:47.560 00:33:51.670 acromie: And a lot of this stuff, too, is, like… I’m sorry, I know we’re over time.

275 00:33:51.670 00:33:53.300 Robert Tseng: Okay, okay, I’m okay.

276 00:33:53.300 00:34:08.320 acromie: I know, I have to leave in, like, 10 minutes, but… Okay. A lot of these things, because we’re a pretty new organization, we are still trying to figure out some of these. So, like, we’ve started with the basics, right? We’ve started, we’re doing…

277 00:34:08.600 00:34:12.300 acromie: Not leads anymore, but, you know,

278 00:34:12.370 00:34:37.370 acromie: impression work on Meta, and they’re doing, you know, lead generation on Google. Well, now what’s the next thing that we really want to open up and dive into because it’s going to be a good idea, and how do we do that in a compliant way, and make sure the data’s coming in? So that’s where, yeah, we definitely… and I’m always open, especially, you know, that you work in this area, like, any recommendations you have from that aspect, or what you see

279 00:34:37.370 00:34:40.399 acromie: a lot of people doing would be really helpful.

280 00:34:40.400 00:34:48.880 acromie: Yeah. Same thing, like, I know you mentioned Customer I.O, you mentioned Klaviyo, like, what, you know, marketing automation and email tools.

281 00:34:48.880 00:34:49.260 Robert Tseng: Like…

282 00:34:49.260 00:35:06.189 acromie: worth considering, because I… I mean, I reached out to Iterable, I reached out to Braze. Braze never responded to me, ever. I never got a phone call, an email, anything. So either they got caught in all the spam filters, which does not bode well for them.

283 00:35:06.190 00:35:15.929 acromie: Even though a lot of people speak highly of them, I didn’t even get to talk to somebody. So, and that left me with Iterable, and I was going off of the,

284 00:35:16.200 00:35:26.140 acromie: The automatic integrations in our account, but knowing we have potentially someone like you, like, what else could we be looking at?

285 00:35:26.140 00:35:26.510 Robert Tseng: Sure.

286 00:35:26.510 00:35:35.469 acromie: actually find… people are finding success with, and is not a pain in the ass to connect, and will work with all these systems we have. So, yeah.

287 00:35:35.900 00:35:49.470 Robert Tseng: Yeah, I mean, I have a… I have a, a contact at all of these tools, so, like, sometimes it’s hard to get… I don’t know, there’s all this gatekeeping in this world, so it’s always good to know someone who knows someone, so…

288 00:35:49.470 00:35:51.029 acromie: Yeah, nope.

289 00:35:51.030 00:35:51.610 Robert Tseng: Yeah.

290 00:35:51.930 00:36:00.569 acromie: Awesome. Alright, well, this feels good, let me know… yeah, give me a description of what you think this retainer could include, that way I can go… I’m gonna.

291 00:36:00.570 00:36:01.180 Robert Tseng: Yes, definitely.

292 00:36:01.180 00:36:14.810 acromie: Right? Like, get the approval. Sure. Obviously, the migration to Azure is a big thing from just, like, a, let’s keep everything in a compliant zone and, you know, in our own servers versus using outside tools, but…

293 00:36:15.030 00:36:20.139 acromie: If you can think of any other good reasons why that’s, like, imperative, let me know.

294 00:36:20.140 00:36:21.230 Robert Tseng: Okay.

295 00:36:21.490 00:36:22.800 Robert Tseng: Yeah, no, I’ll…

296 00:36:22.800 00:36:23.770 acromie: LU!

297 00:36:23.770 00:36:25.339 Robert Tseng: Help me… I’ll help me make the case.

298 00:36:25.340 00:36:26.900 acromie: Great, awesome. Yeah.

299 00:36:27.170 00:36:28.010 Robert Tseng: Cool.

300 00:36:28.850 00:36:30.060 acromie: Cool! Awesome!

301 00:36:30.060 00:36:31.140 Robert Tseng: Well, good catching up.

302 00:36:31.550 00:36:32.270 Robert Tseng: sometime?

303 00:36:32.410 00:36:32.860 acromie: Yeah, you bet.

304 00:36:32.860 00:36:35.019 Robert Tseng: We’ll talk soon. Talk to you soon. Bye, also.

305 00:36:35.020 00:36:35.790 acromie: life.