Meeting Title: Sales Partnership & Marketing Standup Date: 2025-11-05 Meeting participants: Hannah Wang, Rico Rejoso, Uttam, Holly Condos, Uttam Kumaran


WEBVTT

1 00:02:50.650 00:02:51.820 Uttam: Hello.

2 00:02:55.180 00:02:56.140 Hannah Wang: Who knows?

3 00:02:57.650 00:02:58.680 Uttam: How’s everything?

4 00:03:00.070 00:03:01.550 Hannah Wang: Good. How are you?

5 00:03:05.310 00:03:06.500 Uttam: Busy…

6 00:03:06.500 00:03:10.099 Hannah Wang: Busy, lots of… lots of new things.

7 00:03:10.100 00:03:10.890 Uttam: Yes.

8 00:03:17.640 00:03:18.789 Uttam: How about you guys?

9 00:03:21.980 00:03:28.669 Hannah Wang: Ugh, hanging in there, I… I’m ready for the holidays.

10 00:03:28.670 00:03:29.230 Uttam: Hmm.

11 00:03:32.430 00:03:33.729 Holly Condos: Hey guys!

12 00:03:34.570 00:03:35.590 Uttam: Whoa.

13 00:03:36.520 00:03:40.569 Holly Condos: Sorry, I tried to jump on the other link, but no one was there.

14 00:03:42.560 00:03:43.410 Uttam: Oh.

15 00:03:43.410 00:03:44.660 Hannah Wang: Oh, interesting. There’s two.

16 00:03:44.660 00:03:48.930 Holly Condos: Calendar, the one in Calendarred, Google?

17 00:03:50.360 00:03:51.020 Uttam: Oh.

18 00:03:52.100 00:03:53.339 Uttam: I only see one link.

19 00:03:53.340 00:04:01.510 Holly Condos: Did you Huh? I just came on through the one that Rico put in Slack.

20 00:04:03.200 00:04:04.030 Uttam: Oh, weird.

21 00:04:05.420 00:04:06.410 Holly Condos: Yeah.

22 00:04:07.890 00:04:14.159 Holly Condos: Maybe, you know why? I, I think I know what it is, although… Because I had accepted.

23 00:04:15.670 00:04:20.990 Uttam: Maybe it got moved, like, there’s… we definitely have a problem with, like, if… for example, if I’m hosting and I, like.

24 00:04:21.459 00:04:28.130 Uttam: decline an event that I’m hosting, it kind of becomes a zombie event. Could have happened.

25 00:04:28.130 00:04:33.149 Holly Condos: Okay, well, all good, all good. So, how are you?

26 00:04:34.130 00:04:37.830 Uttam: I… Yeah, good, it’s been…

27 00:04:38.540 00:04:43.989 Uttam: I don’t know, it’s been a great, like, 4-week push. Last month was very, very good.

28 00:04:44.130 00:04:48.579 Uttam: I would say, like, on the delivery side of things.

29 00:04:49.170 00:04:56.560 Uttam: I don’t know, Rico, what do we have, like, 10 clients right now? Or so…

30 00:04:56.890 00:04:57.970 Holly Condos: That’s great.

31 00:04:57.970 00:05:05.500 Uttam: Yeah, let me even just, like, check. So I feel like… Yeah, we’re… we are on…

32 00:05:08.010 00:05:16.450 Uttam: Yeah, I see a… I see 11 and 1 in… sort of, like, Renewal, so…

33 00:05:16.900 00:05:23.140 Uttam: That’s a lot. A big thing that happened in September is we tried to make a push for…

34 00:05:23.290 00:05:28.960 Uttam: Sort of, like, bringing on a senior project manager,

35 00:05:28.990 00:05:35.909 Uttam: And it didn’t end up working out, and I actually think that was, like, a very big blessing in disguise. We really…

36 00:05:35.920 00:05:51.860 Uttam: given, like, we previously were in more of a mode that was every project has, like, a project manager, and then every project has a stand-up, and instead, that not working out caused it to be like, okay, I’m just gonna, like, run everything in, like, a batch.

37 00:05:51.860 00:05:59.799 Uttam: And I think, one, I’ve been able to get way more face time with a bunch of people in the company, and second, we’re just a lot tighter.

38 00:05:59.800 00:06:08.240 Uttam: I mean, part of it is just, like, I think if… if I’m just pushing for it, it’ll get a little bit better, but I think it’s… it’s been overall really, really…

39 00:06:08.250 00:06:16.090 Uttam: Good. So on the delivery side, we’re… we have a great daily cadence. All of our customers are getting great updates. We’ve…

40 00:06:16.210 00:06:26.389 Uttam: you’ve been leveraging the heck out of your decks, Hannah, to present, you know, to present to clients and to,

41 00:06:26.610 00:06:43.089 Uttam: you know, present outcomes in a very concise way to our leadership, so… of those clients, so that’s been really, really positive. And then now, what we’re… what we’re moving on is, like, as soon as you’re able to, you know, secure the day-to-day, and then secure… secure the,

42 00:06:43.280 00:06:51.010 Uttam: Secure the… secure the, like, it’s our goal is to do weeks. On a week, can we start

43 00:06:51.080 00:07:08.259 Uttam: Somewhere, and then can we make sure we end there on Friday, and can we do that sort of planning? And then lastly, we’re moving to a month, so when we have a couple of months of work with a client, can we actually achieve our outcomes in that month? And so, we’re getting better. Yeah, it’s getting a lot better. Feedback…

44 00:07:08.260 00:07:16.429 Uttam: I think even if we were to accomplish, like, a smaller… a smaller piece of it, we were… we were doing just fine, right?

45 00:07:16.570 00:07:31.010 Uttam: We were okay just, like, making sure that day-to-day we were… we were conducting work for clients, but being able to actually call our shot on a weekly and a monthly basis, achieve it is actually much more organized than any of their internal teams, which…

46 00:07:31.360 00:07:35.950 Uttam: Which is our hope, right? That we’re better than the team themselves that they have, so…

47 00:07:38.130 00:07:39.699 Holly Condos: Yeah, that’s great.

48 00:07:41.380 00:07:48.059 Uttam: On the sales side, yeah, we all… A client just closed.

49 00:07:49.660 00:08:00.700 Uttam: kind of in, like, the fastest turnaround ever. I got connected with them yesterday and… or 2 days ago, and then in 18 hours, they signed a deal for $15K for a month of work.

50 00:08:00.960 00:08:02.609 Uttam: Yeah, I saw that, that’s great.

51 00:08:03.000 00:08:06.039 Uttam: We’ll end up fulfilling that for probably, like.

52 00:08:06.890 00:08:09.929 Uttam: Mostly my time, and probably, like.

53 00:08:10.070 00:08:24.969 Uttam: a few grand worth of time. And so, it will be… and that is not just because, like, it’s easy work and we overpriced it, it’s actually because we’re using a lot of reproducible assets and strategies that we’ve learned in order to deliver

54 00:08:25.130 00:08:29.690 Uttam: That a lot faster, and there’s a good chance they come and work with us again.

55 00:08:29.820 00:08:33.369 Uttam: And in, like, the last phase, we still have, like, 2 or 3…

56 00:08:33.549 00:08:37.849 Uttam: Sort of deals floating out in, like, the legal signing review process, so…

57 00:08:40.289 00:08:45.979 Uttam: Just… should be, like, an interesting two months if… if a couple more close here, and we just try to, like, ride it out.

58 00:08:46.790 00:08:54.009 Holly Condos: Yeah, that’s great, and I think that should, you know, give you guys some… momentum for Q4.

59 00:08:54.890 00:09:05.379 Uttam: Yes, exactly, and as long as we’re able to get wins and get renewals, and buy, you know, hopefully get another 3-6 month renewals, exactly, like, going into Q4,

60 00:09:05.880 00:09:17.650 Uttam: we should be really strong there. So another meeting that happened today that I actually think that this crew… I think y’all should definitely attend, and I’ll make sure that it gets sent

61 00:09:18.650 00:09:30.160 Uttam: is we… there was a services meeting that Robert ran today with some of the solution architects, and it’s really good insight into, like, what we’re selling and how do we come up with further services.

62 00:09:30.330 00:09:33.719 Uttam: You know, and I think that was really, really relevant.

63 00:09:33.720 00:09:38.560 Holly Condos: Sorry to interrupt. I was going to ask you about that, because I…

64 00:09:38.790 00:09:45.299 Holly Condos: I think we talked about, at least just for my part, and I would imagine Rico and Hannah are similar, but…

65 00:09:45.670 00:09:58.180 Holly Condos: On the legal side, right, like, I don’t negotiate terms in a vacuum. It’s… it’s about what… what’s best, given what we’re doing, what’s good for

66 00:09:58.550 00:10:02.619 Holly Condos: Or what’s protecting us, minimizing risk, but also…

67 00:10:02.980 00:10:07.969 Holly Condos: Taking into account what it is we’re delivering, and how it benefits the customer.

68 00:10:08.280 00:10:15.070 Holly Condos: And on the partnership side, right, I mean, that only will just help me talk better to

69 00:10:15.870 00:10:19.450 Holly Condos: And about… Brainforge, so I would welcome.

70 00:10:19.450 00:10:20.160 Uttam: Yeah.

71 00:10:20.890 00:10:21.840 Holly Condos: a lot.

72 00:10:23.410 00:10:28.469 Uttam: Totally, and it’s something that we just started, like, last week, and basically it’s just Robert going through, like.

73 00:10:28.570 00:10:40.649 Uttam: what are we selling? Why? How do we price it? How do we bundle it? How do we… you know, and it’s… it’s less on… it’s… it’s certainly, like, I’m much more concerned about the execution.

74 00:10:40.820 00:10:53.260 Uttam: he’s all really thinking hard about how do we… what is the story we’re telling? Like, what are the core deliverables? How do we take some work that… how do we think about when we come up with offers.

75 00:10:53.460 00:10:57.370 Uttam: And, like, pair our services, offers.

76 00:10:58.570 00:11:01.450 Uttam: You know, to, like, okay, customer pain points, so…

77 00:11:01.550 00:11:09.890 Uttam: it’s… that was a great… really great meeting today that I’ll make sure that you guys are in next week, and I… and, you know, for the… for the engineering folks, like.

78 00:11:09.930 00:11:22.210 Uttam: they’re always really thinking hard about, like, the what it is we’re doing, not the how it comes across. And so, I think it’d be great to have, like, everybody on that call.

79 00:11:22.420 00:11:28.110 Uttam: It’s… it’s a lot more… less of a, like, check-in call, like, our Monday…

80 00:11:28.360 00:11:33.659 Uttam: our Monday ones. This is much more, like, tactical about, like, what are… why do we offer the things we’re offering?

81 00:11:35.920 00:11:40.870 Holly Condos: Yeah, yeah, I think that’s… it’s all coming together, Utam, it’s so exciting.

82 00:11:41.450 00:11:43.010 Uttam: Yeah, it’s, it’s…

83 00:11:43.480 00:11:46.050 Hannah Wang: You know, and again, it’s so tough because, like.

84 00:11:46.050 00:11:57.970 Uttam: in just a few meetings, we can really move the world around here, and even just getting time to do that, I think, is tough, but yeah, and sort of as we’re starting to get more people that see the whole picture, it’s… it’ll be really helpful, so…

85 00:11:58.210 00:12:11.590 Uttam: Yeah, and then… and then, so, so the… the lovely thing is, like, Hedra, the one that came in, was a partner source deal, you know, from Polytomic, which is really, really great. Unfortunately, not a partner that we’ve done much…

86 00:12:11.590 00:12:19.909 Uttam: more than just me maintaining a good relationship with them, but we did an event with them, and so that… I know… I know they really talk about us highly, so…

87 00:12:19.910 00:12:27.790 Uttam: They’re someone that would be great to sort of audit and see, like, how are they speaking about us, what’s working out well, and how do we replicate?

88 00:12:28.040 00:12:33.180 Uttam: I know we have our, our contextual call.

89 00:12:33.350 00:12:50.029 Uttam: Later today, I’ll be on mobile for that, so I just want to kind of get a sense of our plan. I mean, to kind of refresh on what I remember from where we left off, one is, like, the core, I think, marketing activation that seemed top of mind was

90 00:12:50.030 00:13:04.179 Uttam: part of this, like, you know, release of features that they’re doing. And we got a good roadmap overview of that, from Raj, and I think what we’re… what I would love to propose to them is to, like.

91 00:13:04.340 00:13:09.230 Uttam: For us to do a little video series on their tools, and like… And…

92 00:13:09.330 00:13:19.020 Uttam: put together a mix of, like, short-form video and clips, and demonstrate, sort of, the power of contextual, I think it would be a mix of, like.

93 00:13:19.150 00:13:25.490 Uttam: Probably a couple segments that are interviews of their subject matter people, but then also visually, like, what the product is.

94 00:13:26.840 00:13:41.490 Uttam: that is something that I’d like to float with them, and we can kind of see what their appetite is for that before, like, you know, pricing that out. I think it’s a little bit easier to do that, than to kind of drive towards an event, especially

95 00:13:41.950 00:13:46.309 Uttam: I don’t know, just given, like, it’s… I think the event we may need, like, a 2-month lead time on.

96 00:13:47.700 00:14:00.159 Uttam: But that would be, like, the next core activity. I think, Holly, also, you did… you’re doing a great job on… on the, driving towards, like, okay, how do we share lead lists and all that, so I’ll kind of leave… leave that

97 00:14:00.280 00:14:06.040 Uttam: to you, hopefully, to just, like, keep driving there. But, like, what do we think about, like, kind of the…

98 00:14:06.720 00:14:11.949 Uttam: those kind of, like, two angles for this meeting. Is there anything else we want to try to drive towards?

99 00:14:14.590 00:14:14.980 Holly Condos: But I think.

100 00:14:14.980 00:14:15.829 Hannah Wang: No. That’s good.

101 00:14:15.830 00:14:16.340 Holly Condos: Yeah.

102 00:14:16.340 00:14:16.770 Uttam: Okay.

103 00:14:16.770 00:14:18.460 Holly Condos: Sorry, Hannah.

104 00:14:18.460 00:14:19.369 Hannah Wang: Oh, go ahead.

105 00:14:19.830 00:14:25.399 Holly Condos: My only other thought is that I thought John, you know, the growth guy.

106 00:14:25.550 00:14:35.619 Holly Condos: was… was gonna maybe weigh in more, but it sounds like Mike is really driving things right now, which is fine, right? I just was a little bit confused there.

107 00:14:35.880 00:14:43.390 Holly Condos: So I think, yeah, let’s… let’s do it in bite-sized chunks, unless, Hannah, you think otherwise.

108 00:14:44.240 00:14:44.800 Holly Condos: I think.

109 00:14:44.800 00:14:46.379 Hannah Wang: No, I agree.

110 00:14:46.880 00:14:47.470 Holly Condos: Okay.

111 00:14:47.840 00:14:53.260 Hannah Wang: Yeah, I was also just gonna mention we have the playbook with them, just sitting, ready to go.

112 00:14:53.260 00:14:56.150 Uttam: So, you can also mention that as well.

113 00:14:56.540 00:15:03.189 Uttam: So I guess, like, two more items, maybe, in addition to those two that we wanted to talk about, like, driving towards…

114 00:15:03.400 00:15:10.520 Uttam: Like, all of our, like, lead list sharing, the… the sort of video series. One is, I know last time.

115 00:15:11.350 00:15:18.160 Uttam: we talked about, like, potentially helping them get… expand into health, and I forgot what were the two industries that

116 00:15:18.270 00:15:20.599 Uttam: Maybe we want to, like, focus on together.

117 00:15:22.120 00:15:23.660 Holly Condos: Wasn’t it legal in health?

118 00:15:23.800 00:15:24.450 Holly Condos: or education.

119 00:15:24.450 00:15:24.930 Uttam: Yeah.

120 00:15:24.930 00:15:26.739 Holly Condos: No, education is Talisma.

121 00:15:26.870 00:15:30.740 Uttam: Yeah, I forgot what the two were, but maybe that’s where we start? We can…

122 00:15:30.840 00:15:34.579 Uttam: Talk a little bit about just those two industries, and how do we…

123 00:15:35.020 00:15:39.590 Uttam: We can… of course we can share, like, who we’ve talked to, but that way we’re not, like.

124 00:15:39.700 00:15:42.819 Uttam: It’s not so broad, so at least gives us some segmentation.

125 00:15:43.900 00:15:44.550 Hannah Wang: Yeah.

126 00:15:46.890 00:15:49.320 Uttam: So that, that would be something to…

127 00:15:49.620 00:15:56.109 Uttam: to discuss as well. So we had, like, the lead list sharing, we had, like, this industry… this industry piece.

128 00:15:56.250 00:16:03.449 Uttam: And yeah, as you mentioned, we have our playbook. So, one thing that I can… we can just get a straight answer on is, like.

129 00:16:03.820 00:16:11.440 Uttam: do we want… I kind of want to say, like, look, if you want to do the video series, then I would leave the playbook as a…

130 00:16:11.820 00:16:19.350 Uttam: delivery item from the video series. Yep. So that’s what we would leave people with, and then we’d drive them towards a…

131 00:16:19.620 00:16:21.189 Uttam: I emailed…

132 00:16:21.400 00:16:33.569 Uttam: landing page to get this playbook. If they’re not interested in doing a video thing, then I’m just gonna tell them we want to get something out. And we can pair that with a really great LinkedIn announcement that can promote.

133 00:16:33.770 00:16:39.210 Uttam: my gut feeling is Mike’s gonna be like, let’s do the video thing, you guys drive.

134 00:16:39.330 00:16:55.380 Uttam: if that goes that direction, to tell you guys the next test, I’ve been talking a lot with Mickey, I think, you know, Hannah, you, and some of the folks know him, about… about filming, like, a little bit of a video series, and he’s editing, right now, a little bit of, like, a video thing that we recorded last week.

135 00:16:55.450 00:17:02.219 Uttam: And so, I told him that, like, look, if we get, sort of, some approval, I’ll work with him on sort of pricing out.

136 00:17:02.640 00:17:12.399 Uttam: what assets would be delivered, and, like, what’s the time and materials cost to do that? And then that is something that we can turn into a one slide, and certainly

137 00:17:12.530 00:17:13.960 Uttam: Kind of get approval on.

138 00:17:15.609 00:17:21.439 Uttam: we’re… the other piece that I told Mickey is that regardless of if we get approval by a vendor.

139 00:17:21.579 00:17:26.370 Uttam: we… I said we should just go do one on any of our favorite vendors, because there’s no, like…

140 00:17:26.900 00:17:38.550 Uttam: there’s nothing against being, like, we’re a big fan of you guys, we did a great professional-looking video about you guys, and that will sell the whole thing. It’ll be very, very high quality, and I think…

141 00:17:38.880 00:17:47.029 Uttam: Instead of just talking about, like, what it is we could be. The only thing is I just don’t have that today, so I want to drive to… I just want to keep pushing something forward.

142 00:17:48.010 00:17:53.600 Hannah Wang: Would that be, like, an in-person thing? Like, kind of… filming.

143 00:17:53.600 00:17:54.250 Uttam: It’s…

144 00:17:54.510 00:18:01.159 Uttam: Yeah, exactly. It would be like filming me, and then we would cut… we would either cut to, like, interview segments, or we would cut to.

145 00:18:01.160 00:18:01.849 Hannah Wang: I don’t want the screen.

146 00:18:01.850 00:18:07.739 Uttam: recording, but it would… we’re kind of like, when I talked to him, it’d be like… it’d be like a…

147 00:18:08.100 00:18:09.580 Uttam: 3 to 5…

148 00:18:09.910 00:18:23.819 Uttam: video series. They’re each, like, 8 to 12 minutes long, and as part of each video, it’s, like, it’s one, of course, like, extremely high quality, like, lighting, the transition, everything is, like.

149 00:18:23.950 00:18:30.390 Uttam: super, super top. So that’s… that’s the main pitch here, is not just another, like… if you look up, like.

150 00:18:30.890 00:18:47.250 Uttam: NADN on YouTube, you’re gonna get a bunch of people that are sitting in the… in the loom circles, just, like, sharing their screen. You know, and the monitor is too wide, so you can’t really see anything of the Zoom, like, we’re not… that’s… just like everything around here, like, it has to be, like, extremely well done. My pitch to Mickey is that

151 00:18:47.370 00:18:54.750 Uttam: Most of the vendors in our industry have no muscle around producing high-quality

152 00:18:55.060 00:19:04.350 Uttam: like, videos around their product, and demonstrating where it plugs into a customer story. And so what we’re coming to them with is, like, we can do both of those.

153 00:19:04.580 00:19:08.900 Uttam: And then also, as part of every video, we can get clips.

154 00:19:09.050 00:19:13.039 Uttam: Like, whatever screenshots, and then we drive towards a call to action.

155 00:19:13.310 00:19:18.269 Uttam: And so that’s sort of, like, how we’re thinking about it. I’m having Mickey…

156 00:19:18.430 00:19:26.569 Uttam: Draft, like, okay, what is… do you draft what those deliverables are? What are the timelines? How much would it cost, time and materials-wise?

157 00:19:26.680 00:19:31.940 Uttam: And then we can use that to basically say, would you guys be willing to… to…

158 00:19:32.880 00:19:36.380 Uttam: to put together, and this is where I think, Holly, more of my question is, like.

159 00:19:36.910 00:19:40.609 Uttam: how do, like, MDFs, like, fall into this, right? Like, how do we…

160 00:19:40.870 00:19:50.550 Uttam: how do we, like, should we… is it… are we… would we create, like, a marketing development fund that will get used for this budget? Like, how does the actual, like.

161 00:19:51.000 00:19:55.669 Uttam: how does this happen, like, contractually, that is typical?

162 00:19:57.070 00:20:15.429 Holly Condos: So, in this context, right, where we’re not dealing with a hyperscaler and they have the whole framework set up, I would suggest, and what I’ve done for others, is in the reseller agreement and or in the partnership agreement framework.

163 00:20:15.710 00:20:30.199 Holly Condos: We have, to your point, right, we have an exhibit that talks about the allocation of the funds for marketing, activities, maybe, like, outline, you know,

164 00:20:30.640 00:20:37.840 Holly Condos: a list, including, but not limited to, type of list, and that, each event would be

165 00:20:38.450 00:20:42.399 Holly Condos: Taken on a case-by-case basis, where we would either issue, like.

166 00:20:42.880 00:20:47.220 Holly Condos: Maybe a purchase order of sorts, or, you know, a one-page…

167 00:20:47.530 00:20:58.719 Holly Condos: kind of, like, work order… event order, I would call it. I wouldn’t call it a statement of work, because, you know, it’s arguably not the same thing. Maybe, like, an event order?

168 00:20:58.860 00:21:05.840 Holly Condos: And then we could define the event, the time, the place, the budget, right, or the price.

169 00:21:06.400 00:21:15.820 Holly Condos: I think… I’ve tried that with a couple small startups, and that seems to have worked so far.

170 00:21:16.070 00:21:17.300 Uttam: Okay.

171 00:21:17.710 00:21:20.090 Holly Condos: And I think for you guys, that probably makes sense.

172 00:21:21.260 00:21:26.109 Uttam: Okay, and then another piece, you know, that I got a helpful idea from a friend on, he’s like.

173 00:21:26.700 00:21:39.549 Uttam: Like, for example, Omni is, like, gonna pay us some amount of money because we sold them to default. But he was like, you know what you should do? You should just have them take that money and put it into an MDF at that point.

174 00:21:39.700 00:21:49.270 Uttam: And I’m wondering if, like, that’s a good way for us to continue to fulfill our obligation of, like… for us, we don’t… I don’t really like to take money from the vendors, because…

175 00:21:49.420 00:21:53.910 Uttam: I think, feel like it sort of implies that we’re, like, getting paid off to implement these tools when

176 00:21:54.050 00:22:03.520 Uttam: for the most… I think we’re usually just implementing the tools that are really, really effective, but instead, he was like, you know, what you should do is lean on that, but have them just take that money and put it into

177 00:22:03.660 00:22:05.790 Uttam: an MDF. Yeah, I like that.

178 00:22:06.180 00:22:11.860 Holly Condos: Because it makes it sound very collaborative, also. It’s not your typical…

179 00:22:12.220 00:22:18.459 Holly Condos: Oh, we’re getting a fee because we referred you, and now buy until we do it again?

180 00:22:18.740 00:22:19.270 Holly Condos: Right?

181 00:22:19.270 00:22:30.190 Uttam: Yeah, and the alternative is also, like… the alternative I used to say is, like, we’re just gonna pass that as a discount to the customer. At that point, it’s not like… I mean, maybe if I had to do that to, like.

182 00:22:30.370 00:22:33.330 Uttam: Get it over the line, sure, but the customer…

183 00:22:33.510 00:22:37.480 Uttam: doesn’t really care. I don’t really care.

184 00:22:37.920 00:22:42.269 Uttam: The company themselves don’t really care, so we might as well use it for this, you know?

185 00:22:42.510 00:22:44.950 Holly Condos: Yeah, I think that’s a great idea.

186 00:22:45.450 00:22:49.470 Holly Condos: So, I guess the question there, in the context of

187 00:22:50.560 00:22:53.300 Holly Condos: the templates that I’m working on.

188 00:22:54.170 00:22:55.619 Holly Condos: Do you want me to start

189 00:22:55.820 00:23:04.840 Holly Condos: Or, not start, but kind of build that idea in, that instead of the typical, traditional referral fee model.

190 00:23:05.060 00:23:09.650 Holly Condos: What we do is… Yeah, we’ll… we’ll take your money, but…

191 00:23:09.820 00:23:12.309 Holly Condos: It goes into an MDF fund.

192 00:23:12.430 00:23:14.549 Holly Condos: Where we do a joint event.

193 00:23:14.940 00:23:20.459 Uttam: Yeah, unless there’s any glaring issues with that, I guess my question would be, like.

194 00:23:20.770 00:23:28.419 Uttam: does, like, let’s say Hannah, like, Ray on our team who does video, basically, they would just bill time to that

195 00:23:28.870 00:23:43.860 Uttam: whatever, that… that project, and then we… that’s… that would just come out of the fund. So, this is offsetting, like, our… I mean, because we would… we are going to spend our own time marketing their product, so this is an incredibly effective way of, like, attacking our…

196 00:23:43.940 00:23:53.469 Uttam: marketing expenses, right? And I would… all I want to do is market their products. Like, these are activities that we want to do anyways that could basically be 100% subsidized.

197 00:23:53.910 00:24:02.340 Holly Condos: Yeah, I think that’s great, and I think it also will facilitate the flow, so it’s not like… Hey.

198 00:24:02.910 00:24:15.069 Holly Condos: you know, we want to do this event, can you put in 5K? And then they have to go get approval, and maybe it takes a while, right? I think that just having the understanding up front

199 00:24:15.170 00:24:20.090 Holly Condos: And building, kind of, the budget, or escrow, if you will.

200 00:24:20.430 00:24:21.410 Uttam: Yeah.

201 00:24:21.610 00:24:26.370 Holly Condos: will facilitate that workflow for the event. So, yeah, I like that. I think that’s a great idea.

202 00:24:28.130 00:24:40.640 Uttam: Okay, so then, yeah, I think there’s probably two things. One, we have a standard partnership or referral agreement. I think we can bake into those. For all of… for a lot of our partners, though, we didn’t sign our paper, like, we typically…

203 00:24:41.350 00:24:42.889 Holly Condos: That’s why… They gave us something.

204 00:24:43.000 00:24:43.660 Holly Condos: Yeah.

205 00:24:43.660 00:24:48.409 Uttam: Yeah, so… it would be, like, Either we,

206 00:24:48.410 00:24:49.260 Holly Condos: bend.

207 00:24:49.260 00:24:55.339 Uttam: Yeah, we basically amend to add this. Yeah. And…

208 00:24:55.840 00:24:58.780 Uttam: That way, at least it establishes the fund.

209 00:24:58.970 00:25:04.229 Uttam: And I would love there to be a clause of, like, yeah, referral fees just get put right into there.

210 00:25:04.460 00:25:08.879 Uttam: Some places, again, maybe this is too complicated and whatever, like, but I…

211 00:25:08.880 00:25:11.520 Holly Condos: for example, like, I would love to…

212 00:25:12.950 00:25:21.629 Uttam: have Omni do that, like, they’re… they’re… they… they said they, okay, they… they have about, yeah, they want to give us some amount of that for…

213 00:25:21.750 00:25:23.960 Uttam: Basically, implementing the tool…

214 00:25:24.080 00:25:28.860 Uttam: I don’t know, I’m kind of like, maybe we should just use that, and that way it also gets them bought in.

215 00:25:29.030 00:25:33.360 Uttam: Because I’ll need some of their resources and some of their help to produce the videos.

216 00:25:33.470 00:25:34.270 Uttam: And…

217 00:25:34.630 00:25:37.599 Holly Condos: That’s a great idea. So, alright, so…

218 00:25:38.700 00:25:45.599 Uttam: It’s like 5K that’s not just handing it to a consulting partner, right? It’s like, they’re getting… it’ll… they get something out of that.

219 00:25:45.910 00:25:52.650 Holly Condos: Right, and that’s what I was driving at earlier, that there’s a value add right Out of the gate.

220 00:25:53.450 00:25:55.339 Holly Condos: For them and us.

221 00:25:57.390 00:26:05.010 Holly Condos: Yeah, I think that’s good. So, alright, why don’t I just draft a little, you know, one, two-paragraph amendment

222 00:26:05.440 00:26:11.490 Holly Condos: And… I have the list.

223 00:26:12.100 00:26:14.110 Holly Condos: Of all the contracts.

224 00:26:14.510 00:26:21.760 Holly Condos: And we can… I can just start issuing… I mean, you can look at it, obviously, but I can just start issuing those and get…

225 00:26:22.430 00:26:24.419 Holly Condos: We’ll start with Omni, right?

226 00:26:24.880 00:26:30.150 Uttam: Yeah, I think Omni would be a good place to start, and I can also get us I’ll basically…

227 00:26:30.280 00:26:36.340 Uttam: pitch it to them and say, like, hey, I know our… this is what our original agreement says, we’re trying out a new thing here.

228 00:26:36.470 00:26:37.350 Uttam: And so…

229 00:26:37.350 00:26:37.980 Holly Condos: Come on.

230 00:26:37.980 00:26:43.799 Uttam: Yeah, I would basically do that. Simultaneously, hopefully by the time that’s available, I will have

231 00:26:44.050 00:26:49.670 Uttam: A little bit of a one-pager on, like, what, like, our outputs would be, and ideally even, like.

232 00:26:50.110 00:27:00.919 Uttam: an example of it, and… yeah, we try it out. I mean… That’s great. I don’t know any other vendor, any other SI partner that’s, like, doing something like this. I think…

233 00:27:00.920 00:27:01.999 Holly Condos: I don’t either.

234 00:27:02.000 00:27:10.850 Uttam: So… but I was like, when I heard this word of this MDF, I was like, oh, interesting, okay, this is exactly, like, what we should be doing, because…

235 00:27:11.010 00:27:14.630 Uttam: Yeah, I don’t know, and… okay, great.

236 00:27:15.020 00:27:22.440 Holly Condos: And then just extending it, so if we think that It works.

237 00:27:22.740 00:27:28.099 Holly Condos: and or we just go with it. Do we want to bake it into our partner deck?

238 00:27:29.610 00:27:34.260 Uttam: Definitely, yeah, 100%, it will be basically like, here’s how we typically

239 00:27:34.700 00:27:40.009 Uttam: conduct joint marketing activities, we established this MDF, and…

240 00:27:40.230 00:27:44.630 Uttam: This is, like, how that’s used, this is how it gets funded, and then here, like.

241 00:27:44.920 00:27:50.460 Uttam: Yeah, like, here are opportunities we can do, whether it’s… we have an event package, we have this package, blah blah blah.

242 00:27:51.390 00:27:52.130 Holly Condos: Right, so.

243 00:27:52.130 00:27:59.159 Uttam: So there’s definitely a one slide on that, yeah, for sure. I guess also it would be great to do, like, a one slide on why, and then the mechanism.

244 00:27:59.530 00:28:00.240 Holly Condos: Okay.

245 00:28:00.240 00:28:00.970 Uttam: Okay.

246 00:28:01.090 00:28:02.180 Holly Condos: That makes sense.

247 00:28:02.960 00:28:06.509 Holly Condos: So, Hannah, do we want to…

248 00:28:06.660 00:28:09.810 Holly Condos: talk about what you and I discussed

249 00:28:09.930 00:28:17.520 Holly Condos: On the VIXL comments to the partnership deck? I mean, this kind of segues to that.

250 00:28:19.280 00:28:23.929 Hannah Wang: Sure. I mean, Utam,

251 00:28:24.130 00:28:31.319 Hannah Wang: officially left, or Sam, left a lot of comments on the deck. I don’t know if we want to review that now, or maybe, like.

252 00:28:31.900 00:28:34.349 Hannah Wang: Bake in some of the things.

253 00:28:34.350 00:28:40.490 Uttam: Yeah, were there any that, like, were kind of seismic, or was it, like, visual, or, like, what was the…

254 00:28:42.410 00:28:43.100 Uttam: Yeah.

255 00:28:43.290 00:28:48.470 Holly Condos: So my… My take, and Hannah, weigh in here, because I’m not the only boy.

256 00:28:48.470 00:28:49.210 Hannah Wang: Facebook.

257 00:28:49.210 00:28:54.020 Holly Condos: I think you and I kind of landed on the same page with our comments, so…

258 00:28:54.380 00:29:04.090 Holly Condos: Number one, there are… lengthy and numerous comments. Number two, I think they are…

259 00:29:04.600 00:29:07.420 Holly Condos: Housed in the context of the

260 00:29:07.840 00:29:15.579 Holly Condos: an enterprise view, although I know that Pixel is obviously emerging tech, right?

261 00:29:15.870 00:29:26.480 Holly Condos: I think there was some granular specifics about, you know, move your ideal customer

262 00:29:26.640 00:29:29.249 Holly Condos: slide earlier in the deck.

263 00:29:29.640 00:29:39.860 Holly Condos: You know, I think there… there are a couple things like that that we should talk about. Sure. I would say, out of, you know, 10 comments, perhaps 3,

264 00:29:40.560 00:29:45.469 Holly Condos: to 4… Are worthy of further discussion.

265 00:29:45.640 00:29:50.839 Uttam: Okay, yeah, the ones that are, like, whatever, the slides, or… I don’t… that’s up to you guys to…

266 00:29:51.400 00:29:54.980 Uttam: take or leave. Like, you guys also see how those meetings go.

267 00:29:55.250 00:30:02.000 Uttam: whatever. I think if there’s really questions on, like, why did we put this slide in, or we’re missing, and it doesn’t… it’s like…

268 00:30:02.520 00:30:07.270 Uttam: we’re like, okay, does this line up? Then yeah, we’re happy to discuss those.

269 00:30:07.470 00:30:08.060 Uttam: Whatever.

270 00:30:08.840 00:30:14.640 Holly Condos: Okay, so Hannah, maybe we just do that either in Slack or on a different…

271 00:30:14.640 00:30:19.420 Uttam: Yeah, if you can send it in Slack, maybe we do it there, and then if it’s really, like, something more…

272 00:30:19.730 00:30:21.429 Holly Condos: Okay. Intense, then we can.

273 00:30:21.820 00:30:22.809 Uttam: Talk through it.

274 00:30:22.810 00:30:23.350 Holly Condos: I don’t think.

275 00:30:23.350 00:30:24.870 Hannah Wang: Yeah, we can just do async.

276 00:30:25.830 00:30:30.860 Holly Condos: Yeah. I think there were, like I said, some helpful items.

277 00:30:31.030 00:30:34.050 Holly Condos: Some were noted, but not actionable.

278 00:30:34.320 00:30:34.920 Uttam: Sure.

279 00:30:36.270 00:30:37.700 Holly Condos: At least in our opinion.

280 00:30:38.250 00:30:43.420 Uttam: Yeah. No, that’s it. I mean, that’s what you go for advice, and you take what… you take what you need, you know?

281 00:30:43.750 00:30:46.120 Uttam: Okay, great, so for this…

282 00:30:46.430 00:30:51.490 Uttam: contextual meeting, I think maybe we can…

283 00:30:52.370 00:30:58.909 Uttam: I think we’ll just use… we’ll just continue to leverage the same deck, and we’ll just move some stuff to the appendix.

284 00:30:59.150 00:31:04.650 Uttam: Like, I… I think I can… when is… the meeting’s in… in a half hour?

285 00:31:04.650 00:31:05.779 Hannah Wang: 30. Percent? Yeah.

286 00:31:05.780 00:31:06.520 Holly Condos: Yeah.

287 00:31:14.030 00:31:22.510 Uttam: So, I can go ahead and just make some edits to the deck based on the four items that we talked about. Maybe, Hannah, if you can help me, we can just do that.

288 00:31:23.090 00:31:25.970 Uttam: right now, and then I’m about to…

289 00:31:26.360 00:31:33.580 Uttam: head out soon, so we can just have that ready, and if you don’t mind presenting, then I can talk through each of the items.

290 00:31:34.760 00:31:35.470 Hannah Wang: Okay.

291 00:31:36.470 00:31:42.690 Uttam: that would be ideal. So again, the four items we want to talk about is, like, the video idea, we want to talk about

292 00:31:42.890 00:31:47.929 Uttam: Kind of logistics on lead list. We want to talk about the two industry to focus on.

293 00:31:47.930 00:31:49.170 Holly Condos: And then…

294 00:31:49.220 00:31:56.300 Uttam: Sort of a… Related to the first thing is what to do with the… Existing white paper.

295 00:31:57.890 00:31:58.979 Hannah Wang: Okay. And then…

296 00:31:59.000 00:32:05.559 Uttam: I want to also confirm with him that we got it… we got the product, we got… did the product walkthrough.

297 00:32:06.100 00:32:08.590 Uttam: And yeah, just like…

298 00:32:09.530 00:32:21.120 Uttam: just drive towards, okay, what’s next, you know? So, if… like, my hope is they’re… they’re like, let’s do something on the video thing, and then for our job is, by the next meeting, to get all of our ducks in a row, and like…

299 00:32:21.800 00:32:24.830 Uttam: what it is, the MDS, everything, and then…

300 00:32:25.290 00:32:29.550 Uttam: Like, or then or earlier, we get that done, you know?

301 00:32:31.160 00:32:32.560 Holly Condos: That sounds like a good plan.

302 00:32:34.040 00:32:38.310 Uttam: Okay, cool. So maybe, Hannah, do you wanna…

303 00:32:38.480 00:32:40.359 Uttam: Just stay on, and we can…

304 00:32:41.320 00:32:43.499 Uttam: Just make that deck really quick.

305 00:32:44.050 00:32:47.669 Hannah Wang: Yeah, I’m sharing my screen, so we can do whatever you think. Yeah.

306 00:32:47.670 00:32:49.170 Uttam: Okay, cool. Alright, let me just.

307 00:32:49.170 00:32:50.630 Holly Condos: right now, but I’ll be back.

308 00:32:50.950 00:32:51.650 Uttam: Okay, okay, perfect.

309 00:32:51.650 00:32:52.350 Hannah Wang: Okay.

310 00:32:52.670 00:32:53.980 Holly Condos: Thanks, people.

311 00:32:54.480 00:33:00.639 Uttam: Hannah. Bye. Hannah, I’m just gonna transfer to my desktop. I’ll just… let me just… I’ll sign off up here.

312 00:33:00.640 00:33:02.180 Hannah Wang: Okay, sure.

313 00:36:41.000 00:36:42.600 Uttam Kumaran: Hello! Okay, I’m back.

314 00:36:43.380 00:36:44.170 Hannah Wang: Aye.

315 00:36:49.220 00:36:50.590 Hannah Wang: Okay.

316 00:37:06.060 00:37:07.170 Uttam Kumaran: So…

317 00:37:14.190 00:37:20.260 Uttam Kumaran: what I’m prob… what we… I think we should do, Hannah, is just, like, Copy this

318 00:37:20.390 00:37:23.830 Uttam Kumaran: And then we can move relevant slides in between these two.

319 00:37:24.160 00:37:27.579 Uttam Kumaran: So, like, I’ll keep this one as, like, whatever the last date we talked to them.

320 00:37:27.580 00:37:29.309 Hannah Wang: Okay.

321 00:37:30.660 00:37:32.010 Hannah Wang: It was 1024.

322 00:37:33.040 00:37:35.809 Uttam Kumaran: Oh, shit, yeah, so today’s 11th, yeah, 11, okay.

323 00:37:39.290 00:37:42.629 Uttam Kumaran: And then we sort of just put our slides in between these, you know.

324 00:37:42.830 00:37:43.660 Hannah Wang: Okay.

325 00:38:10.600 00:38:11.750 Uttam Kumaran: So…

326 00:38:17.680 00:38:22.859 Uttam Kumaran: Maybe I’ll just, I’ll just create a couple of them.

327 00:38:23.120 00:38:28.350 Uttam Kumaran: And then… So this one is gonna be one on, like.

328 00:38:28.610 00:38:33.280 Uttam Kumaran: The, for a lead list… And…

329 00:40:26.330 00:40:27.330 Uttam Kumaran: B-O-M.

330 00:40:44.830 00:40:45.540 Uttam Kumaran: Understood.

331 00:40:45.650 00:40:46.360 Uttam Kumaran: P.

332 00:41:37.490 00:41:42.229 Uttam Kumaran: Okay, and so there’s lead list. The second thing we want to talk about is sort of our…

333 00:41:42.960 00:41:46.850 Uttam Kumaran: Co-marketing… I am.

334 00:41:47.150 00:41:55.290 Uttam Kumaran: So, two items here. It’s, like, a video series… Walk through, contextual…

335 00:41:55.480 00:41:58.419 Uttam Kumaran: The second, and then the second…

336 00:42:02.890 00:42:10.070 Uttam Kumaran: Item here is the… Contextual paper?

337 00:42:12.990 00:42:15.569 Uttam Kumaran: And then what were the other items we talked about?

338 00:42:15.920 00:42:16.650 Uttam Kumaran: These are two.

339 00:42:18.370 00:42:19.340 Hannah Wang: That’s it.

340 00:42:20.570 00:42:27.620 Hannah Wang: I mean, eventually, like, an event, but I feel like that’s too… Short of a… timeline.

341 00:42:28.310 00:42:34.470 Uttam Kumaran: Yeah, so I had a leafless… We had the video… We had the white paper…

342 00:42:35.630 00:42:37.230 Uttam Kumaran: Was there one more thing?

343 00:42:39.380 00:42:40.560 Hannah Wang: I don’t think so.

344 00:42:43.590 00:42:44.320 Uttam Kumaran: Okay.

345 00:43:00.050 00:43:05.290 Uttam Kumaran: So, on this slide for the target industries, can we, highlight health.

346 00:43:05.960 00:43:10.879 Uttam Kumaran: And… and also highlight legal, and we can put them at the top of the list.

347 00:45:00.050 00:45:02.430 Uttam Kumaran: Totally, listen, go to market…

348 00:45:08.450 00:45:10.220 Uttam Kumaran: Co-marketing plan…

349 00:47:51.820 00:47:54.130 Uttam Kumaran: Oops, sorry, did you need this?

350 00:47:54.130 00:47:56.909 Hannah Wang: No, it’s okay, you can get rid of it.

351 00:48:33.260 00:48:37.100 Uttam Kumaran: Okay. Alright, I feel pretty good about this.

352 00:49:13.230 00:49:15.040 Uttam Kumaran: And then, let’s mute the…

353 00:49:31.400 00:49:35.709 Uttam Kumaran: So, I think, Hannah, maybe I can ask you to drive?

354 00:49:36.330 00:49:40.740 Uttam Kumaran: And in terms of drive, I think…

355 00:49:40.930 00:49:48.980 Uttam Kumaran: For me, what that would look like, like, in this meeting is just, like, you can probably just present, like, this, and probably just hide,

356 00:49:50.260 00:49:53.690 Uttam Kumaran: like, what’s it called, like?

357 00:49:53.930 00:49:57.580 Uttam Kumaran: Hide, like, whatever, the film strip.

358 00:49:58.210 00:49:59.160 Uttam Kumaran: hide this.

359 00:49:59.160 00:49:59.750 Hannah Wang: Oh, yeah.

360 00:49:59.750 00:50:18.880 Uttam Kumaran: Basically, I can do a good amount of talking. I’m expecting Holly to kind of do a fair bit of talking here. I can talk to our active clients that we’re talking to and that are coming back to us. So this will reach some type of natural conclusion. Similarly for…

361 00:50:19.010 00:50:25.040 Uttam Kumaran: the ICP. I think the big thing that we want to tackle here is, like, agreeing on

362 00:50:25.420 00:50:27.139 Uttam Kumaran: mutual overlap.

363 00:50:27.310 00:50:32.259 Uttam Kumaran: And so, like, this, hopefully, we should arrive at some conclusion.

364 00:50:32.590 00:50:37.860 Uttam Kumaran: I can kind of take this and explain, like, What we’re thinking of…

365 00:50:37.990 00:50:43.479 Uttam Kumaran: Like, something that we can do short-term, and it’s a… this is a way that we’re…

366 00:50:43.770 00:50:48.489 Uttam Kumaran: We’re deciding on, like, it’s kind of an innovative way that we’re thinking about

367 00:50:48.830 00:50:59.010 Uttam Kumaran: partnering with many of our software vendor partners in a way that’s not just, like, LinkedIn posts, so…

368 00:51:02.400 00:51:04.850 Uttam Kumaran: I think one thing that I wanna… yeah, so…

369 00:51:05.600 00:51:09.830 Uttam Kumaran: I think one thing I’ll remember to say is, like, on this slide, you know.

370 00:51:10.290 00:51:17.680 Uttam Kumaran: at Brainforge, like, we’re thinking about ways that we can be, like, a sincere value-add partner to our vendors.

371 00:51:17.830 00:51:19.399 Uttam Kumaran: beyond just…

372 00:51:19.580 00:51:26.129 Uttam Kumaran: Collaborating on leads, but on the marketing side, we want to get more creative, and we have the muscle

373 00:51:26.290 00:51:27.719 Uttam Kumaran: to get creative.

374 00:51:28.260 00:51:33.120 Uttam Kumaran: And so one of the things that we’re doing, and we’re in progress of doing, is

375 00:51:33.270 00:51:37.600 Uttam Kumaran: Video series, with our partners.

376 00:51:41.520 00:51:50.499 Uttam Kumaran: You know, either touching on the subject in which they’re affecting, or their tool, and this is… will be extremely, you know, high production.

377 00:51:50.610 00:51:59.899 Uttam Kumaran: sort of, like, 3 to 5 videos, like, 8 to 12 minutes, and, you know, thinking through contextual, this would be highlighting core pillars of RAG, why buy versus build, features.

378 00:52:00.070 00:52:04.740 Uttam Kumaran: Is this something that would be interesting to Contextual, and…

379 00:52:04.890 00:52:13.139 Uttam Kumaran: I would say, basically, if it is interesting, sort of the typical ways that we do this is we would just establish, like, an MDF,

380 00:52:13.730 00:52:18.930 Uttam Kumaran: And that way, that would sort of cover, you know, the production costs.

381 00:52:19.270 00:52:27.130 Uttam Kumaran: Additionally, if they say yes to that, I’ll also say, like, we’re also thinking of

382 00:52:29.070 00:52:30.880 Uttam Kumaran: Sort of,

383 00:52:35.800 00:52:52.350 Uttam Kumaran: asking if we can establish, sort of, the MDF in a way where any referral fee that would come to us kind of get placed there, and we can leverage for more marketing. And so I can talk through that. If it doesn’t go well, then I’ll just say, hey, we’re sitting on this playbook, I would like us to get something out. Can we do that?

384 00:52:52.480 00:52:55.730 Uttam Kumaran: any product features,

385 00:53:04.400 00:53:08.970 Uttam Kumaran: You have Mage, and then… yeah. Okay, cool. And then… and this slide, if you could just…

386 00:53:09.380 00:53:10.769 Uttam Kumaran: Jot it down.

387 00:53:10.960 00:53:15.290 Uttam Kumaran: Like, when we get here, just, like, what the core things are, and then we just wrap it up.

388 00:53:16.410 00:53:21.820 Hannah Wang: Okay, how did you get that view? Like, when you screen shared? Is this ARC? Oh…

389 00:53:21.820 00:53:23.070 Uttam Kumaran: I click this, and then…

390 00:53:23.070 00:53:23.660 Hannah Wang: Huh.

391 00:53:23.660 00:53:25.190 Uttam Kumaran: You’re gonna view, you can.

392 00:53:25.190 00:53:25.840 Hannah Wang: Yeah.

393 00:53:25.840 00:53:27.270 Uttam Kumaran: Shall I film strip.

394 00:53:27.270 00:53:30.240 Hannah Wang: Oh… great.

395 00:53:30.410 00:53:34.600 Hannah Wang: View… Okay.

396 00:53:34.770 00:53:36.030 Hannah Wang: Cool.

397 00:53:36.710 00:53:40.910 Hannah Wang: Okay, I can do that. I’ll share a screen and take notes and stuff.

398 00:53:41.470 00:53:43.460 Uttam Kumaran: Okay, perfect. Alright, then I’ll take.

399 00:53:43.460 00:53:43.930 Hannah Wang: Okay.

400 00:53:43.940 00:53:44.630 Uttam Kumaran: There.

401 00:53:44.850 00:53:47.010 Hannah Wang: Yeah, talk to you in 5. Bye.

402 00:53:47.010 00:53:47.650 Uttam Kumaran: Right.