Meeting Title: Marketing & Sales Standup Date: 2025-11-06 Meeting participants: Hannah Wang, Rico Rejoso
WEBVTT
1 00:00:26.750 ⇒ 00:00:27.739 Rico Rejoso: Hey, Anna.
2 00:00:30.270 ⇒ 00:00:31.240 Hannah Wang: Hello?
3 00:00:35.180 ⇒ 00:00:37.100 Rico Rejoso: Not sure if Bhutan would be joining.
4 00:00:37.260 ⇒ 00:00:38.199 Rico Rejoso: What do I think…
5 00:00:41.530 ⇒ 00:00:43.420 Rico Rejoso: He’s out of town, right?
6 00:00:44.840 ⇒ 00:00:52.269 Hannah Wang: I don’t think so. Oh, yeah, he was on a flight yesterday, so…
7 00:00:52.460 ⇒ 00:00:55.370 Hannah Wang: I mean, he’s online, but it’s okay.
8 00:00:56.260 ⇒ 00:00:56.780 Rico Rejoso: Okay.
9 00:00:57.430 ⇒ 00:00:58.210 Rico Rejoso: Jules…
10 00:00:58.750 ⇒ 00:01:03.550 Rico Rejoso: Let me share my screen with you. Just a quick update of all the tickets that we have currently for the sprint.
11 00:01:04.580 ⇒ 00:01:05.379 Hannah Wang: Okay.
12 00:01:10.780 ⇒ 00:01:17.140 Hannah Wang: Okay, yeah, so the good-to-go ones, I asked Ann to export them.
13 00:01:17.250 ⇒ 00:01:26.190 Hannah Wang: So, yeah, she… I just want her to practice exporting stuff to the platform. And then…
14 00:01:26.590 ⇒ 00:01:29.800 Hannah Wang: I asked them a lot to look at
15 00:01:30.200 ⇒ 00:01:42.319 Hannah Wang: the Urban Steps case study under-escalated, but I don’t know if he has, and then Robert still owes me the white paper, he knows, but I think it’s lower priority now.
16 00:01:42.500 ⇒ 00:01:48.110 Hannah Wang: So, I will bump them either tomorrow or next week.
17 00:01:48.600 ⇒ 00:01:55.720 Hannah Wang: And then… For $9.59, I feel like that’s…
18 00:01:56.970 ⇒ 00:02:08.930 Hannah Wang: lower priority than the NAN client hub tickets that I moved back to to do this cycle. Basically, Sam gave feedback, and I want Anne to start
19 00:02:09.060 ⇒ 00:02:12.350 Hannah Wang: on one of those, I told her to start on…
20 00:02:13.300 ⇒ 00:02:21.180 Hannah Wang: the white paper first. So whatever she starts working on, I told her to move it to in progress.
21 00:02:23.380 ⇒ 00:02:28.749 Hannah Wang: And then, if she doesn’t finish the blog post one, that’s fine, we can move it to the next cycle.
22 00:02:29.180 ⇒ 00:02:33.600 Hannah Wang: And then… the partner kit, I feel like that’s…
23 00:02:35.950 ⇒ 00:02:41.890 Hannah Wang: lower priority. We can do that async, but I just have to send a message, but I feel like it’s not…
24 00:02:42.370 ⇒ 00:02:53.400 Hannah Wang: high, high priority. During our sync yesterday, Holly and I agreed we could just do it asynchronously. I feel like you were there.
25 00:02:53.690 ⇒ 00:02:54.200 Rico Rejoso: Remember.
26 00:02:55.430 ⇒ 00:03:08.090 Hannah Wang: And then, the case study notion page, I told Robert to look at that. I remember you were there at the meeting, but he hasn’t, so I can follow up with him, but I do want to clean
27 00:03:08.470 ⇒ 00:03:11.170 Hannah Wang: it up, so.
28 00:03:11.730 ⇒ 00:03:13.150 Rico Rejoso: Yeah, so you can upload it on LinkedIn.
29 00:03:14.040 ⇒ 00:03:18.610 Hannah Wang: Yeah, I feel like I can… handle…
30 00:03:19.120 ⇒ 00:03:35.329 Hannah Wang: like, cleaning up the Notion page itself, but then I would just want your help seeing if we created tickets for the ones that need design still, and then linking them into the Notion page. So I’ll… I’ll update you once I’m done grooming through the Notion page.
31 00:03:35.510 ⇒ 00:03:36.490 Hannah Wang: Let me know.
32 00:03:36.600 ⇒ 00:03:37.370 Hannah Wang: Yeah.
33 00:03:37.490 ⇒ 00:03:56.760 Hannah Wang: And then, that’s it for design, so I… yeah, Anne has a bunch of case studies to work on, and then for sales, I’m still working on the Mofu stuff, there’s some sales coordination stuff that I know Utama’s looping me into, so I’m doing that ad hoc-ly.
34 00:03:56.760 ⇒ 00:03:59.419 Rico Rejoso: created tickets yet. Let me create tickets for those.
35 00:04:00.790 ⇒ 00:04:03.790 Hannah Wang: Okay, I haven’t been tracking how long I’ve been doing…
36 00:04:04.180 ⇒ 00:04:06.620 Hannah Wang: heard that, though, so I don’t…
37 00:04:06.880 ⇒ 00:04:10.399 Hannah Wang: I don’t know, it’s just here and there I do it.
38 00:04:11.070 ⇒ 00:04:12.200 Hannah Wang: So…
39 00:04:13.000 ⇒ 00:04:18.719 Hannah Wang: Yeah, but all the other ones are in progress, and I’m still working on them. And then I’ll close it out later.
40 00:04:18.839 ⇒ 00:04:19.589 Hannah Wang: Huh.
41 00:04:19.730 ⇒ 00:04:28.470 Rico Rejoso: This one, the OTR… Email… And… Any other…
42 00:04:29.060 ⇒ 00:04:32.320 Rico Rejoso: Other else, aside from that, do we…
43 00:04:32.320 ⇒ 00:04:38.969 Hannah Wang: It’s, like, the OTR stuff, like the HubSpot stuff here and there, like, add this to HubSpot.
44 00:04:39.160 ⇒ 00:04:49.880 Hannah Wang: There’s, like, a… in the partnerships channel, like… looping in Nahid… .
45 00:04:51.870 ⇒ 00:04:56.470 Rico Rejoso: Partnership and, brand, brand and marketing design channel, right?
46 00:04:57.000 ⇒ 00:04:57.830 Hannah Wang: Yeah.
47 00:04:57.830 ⇒ 00:05:08.790 Rico Rejoso: take a quick look after this meeting and add those tickets so we can track those activities that you’ve been doing there, especially on HubSpot Works, because I think you also need to relay that to Rye.
48 00:05:08.990 ⇒ 00:05:11.200 Rico Rejoso: Once he’s back next week, right?
49 00:05:12.720 ⇒ 00:05:20.450 Hannah Wang: Yeah, I haven’t… I mean, they haven’t been asking me a ton to do a lot of HubSpot stuff,
50 00:05:21.270 ⇒ 00:05:28.469 Hannah Wang: Like, it doesn’t take that… Long. Takes me, like, 10 minutes, maybe, per request, so…
51 00:05:28.680 ⇒ 00:05:33.259 Hannah Wang: I don’t know if tracking it is necessary, because…
52 00:05:33.260 ⇒ 00:05:35.810 Rico Rejoso: I mean, we can loop it into one HubSpot right now.
53 00:05:36.490 ⇒ 00:05:44.190 Hannah Wang: Sure, but I… like, like I said, I don’t… I don’t know how long I took… I haven’t been keeping track, so…
54 00:05:44.190 ⇒ 00:05:46.179 Rico Rejoso: We can put one, two points on it.
55 00:05:46.520 ⇒ 00:05:47.290 Hannah Wang: Okay.
56 00:05:47.430 ⇒ 00:05:49.879 Rico Rejoso: Just for the sake of tracking it.
57 00:05:50.130 ⇒ 00:05:56.090 Hannah Wang: Sure, and I ultimately do want to… Do, like, the…
58 00:05:56.700 ⇒ 00:05:59.700 Hannah Wang: the messages that Ryan sends, like, oh.
59 00:06:00.190 ⇒ 00:06:08.680 Hannah Wang: like, for this deal, like, progress on this, like, this deal… yeah, I just haven’t been as diligent as Ryan is, usually.
60 00:06:09.060 ⇒ 00:06:14.700 Hannah Wang: But… Anyway, yeah, I… whenever they ask me to add stuff, I add it in.
61 00:06:14.700 ⇒ 00:06:20.540 Rico Rejoso: So, like, for the Hedra and the honey stinger that we have for… This week.
62 00:06:21.460 ⇒ 00:06:22.559 Hannah Wang: Yeah, I did those.
63 00:06:22.560 ⇒ 00:06:26.509 Rico Rejoso: Okay, good. Any other deals that we have right now, aside from those two?
64 00:06:26.640 ⇒ 00:06:28.769 Hannah Wang: I know…
65 00:06:35.310 ⇒ 00:06:42.300 Hannah Wang: I mean, there’s always, like, there’s deals where we need to nudge people, I think. I just haven’t looked through them.
66 00:06:42.430 ⇒ 00:06:49.470 Hannah Wang: I know Robert talked with Mirai Clinical this morning, that is in the sales channel.
67 00:06:49.930 ⇒ 00:06:55.560 Hannah Wang: And then, we taught him… talk to Ritual.
68 00:06:56.010 ⇒ 00:07:05.610 Hannah Wang: So… I guess I can… add the deal for Mirai.
69 00:07:06.040 ⇒ 00:07:08.830 Hannah Wang: in HubSpot, and then…
70 00:07:09.400 ⇒ 00:07:10.060 Rico Rejoso: Okay.
71 00:07:10.610 ⇒ 00:07:17.109 Hannah Wang: Yeah, it’s just stuff here and there, so I think probably 1 to 2 points is fine for that HubSpot work.
72 00:07:22.660 ⇒ 00:07:30.989 Rico Rejoso: And also, the one… I sent you a DM, right, with the screenshot, with Ayanna Seals.
73 00:07:31.720 ⇒ 00:07:37.170 Rico Rejoso: I’m not sure… I mean, I’ve been looking… I’ve been looking out for the email.
74 00:07:37.310 ⇒ 00:07:39.940 Rico Rejoso: for me to send the booking links for Robert.
75 00:07:40.360 ⇒ 00:07:48.389 Rico Rejoso: And Utamo, but… We thumbset for tracking in HubSpot, but I don’t know where to put it in.
76 00:07:50.400 ⇒ 00:07:54.960 Hannah Wang: Where, where was the message for tracking in HubSpot?
77 00:07:55.610 ⇒ 00:07:57.130 Rico Rejoso: Let me send it to you.
78 00:07:57.570 ⇒ 00:07:59.060 Rico Rejoso: It’s in sales.
79 00:07:59.550 ⇒ 00:08:00.150 Hannah Wang: Intel.
80 00:08:00.150 ⇒ 00:08:01.159 Rico Rejoso: Or, yeah.
81 00:08:02.940 ⇒ 00:08:05.950 Hannah Wang: Oh, for us, subtracting.
82 00:08:11.780 ⇒ 00:08:12.830 Hannah Wang: Oh.
83 00:08:14.550 ⇒ 00:08:16.469 Hannah Wang: I see.
84 00:08:16.730 ⇒ 00:08:22.630 Hannah Wang: I can show… I can… I think I can do that, but let me show you as well, so you know for the future.
85 00:08:22.840 ⇒ 00:08:26.109 Hannah Wang: Let me log into HubSpot. Yeah.
86 00:08:29.500 ⇒ 00:08:31.940 Hannah Wang: Okay, so…
87 00:08:46.310 ⇒ 00:08:52.149 Hannah Wang: I think Ryan created… We go to deals…
88 00:08:52.450 ⇒ 00:08:54.670 Hannah Wang: And you go to BF Partnership.
89 00:08:54.790 ⇒ 00:08:58.879 Hannah Wang: you should be able to see all the partners here. So…
90 00:09:01.150 ⇒ 00:09:05.779 Hannah Wang: Yeah, we don’t have one source in here, so I think what I would do is just…
91 00:09:08.400 ⇒ 00:09:14.220 Hannah Wang: I guess it’s a deal, so I can do it with you right now, or I can do it for you, but.
92 00:09:14.630 ⇒ 00:09:15.310 Rico Rejoso: Okay.
93 00:09:15.590 ⇒ 00:09:19.599 Hannah Wang: What he said, he said, once this is done.
94 00:09:20.970 ⇒ 00:09:25.580 Hannah Wang: I don’t know what this means, but… I will.
95 00:09:26.730 ⇒ 00:09:32.979 Hannah Wang: I will add it. So, the next… you have to schedule meetings, right? Is that what his ask was?
96 00:09:33.340 ⇒ 00:09:34.750 Rico Rejoso: Yeah.
97 00:09:34.750 ⇒ 00:09:35.300 Hannah Wang: Okay.
98 00:09:35.300 ⇒ 00:09:39.480 Rico Rejoso: They’re referring, us to a potential client.
99 00:09:39.770 ⇒ 00:09:40.619 Hannah Wang: I see.
100 00:09:41.110 ⇒ 00:09:45.770 Hannah Wang: Okay, yeah, partnership type…
101 00:09:48.940 ⇒ 00:09:50.699 Hannah Wang: I don’t know, for me.
102 00:09:58.250 ⇒ 00:10:07.509 Hannah Wang: So, I created the deal… And this is a… agency…
103 00:10:08.520 ⇒ 00:10:16.000 Hannah Wang: I don’t really know what the scores are, relationship details.
104 00:10:16.470 ⇒ 00:10:18.869 Hannah Wang: I guess it’s to share leads.
105 00:10:20.990 ⇒ 00:10:25.160 Hannah Wang: bi-directionally, because I think they’re an agency.
106 00:10:26.360 ⇒ 00:10:34.030 Hannah Wang: Okay, I don’t really know the origin story, I know Robert met up with them.
107 00:10:35.420 ⇒ 00:10:44.320 Hannah Wang: But I don’t know how. Partnership last activity… Ayanna.
108 00:10:45.510 ⇒ 00:10:47.140 Hannah Wang: Ayanna!
109 00:10:47.140 ⇒ 00:10:47.980 Rico Rejoso: seals.
110 00:10:48.560 ⇒ 00:10:51.629 Hannah Wang: Yeah, what did she ask to do again?
111 00:10:51.630 ⇒ 00:10:52.670 Rico Rejoso: The…
112 00:10:55.050 ⇒ 00:10:59.779 Hannah Wang: asked to loop in Brain Forge Team for deals upcoming.
113 00:10:59.780 ⇒ 00:11:02.099 Rico Rejoso: She was asking for a calendar link.
114 00:11:02.560 ⇒ 00:11:05.950 Rico Rejoso: To forward it to a potential client for booking meetings, we collaborate them.
115 00:11:07.040 ⇒ 00:11:07.760 Hannah Wang: Okay.
116 00:11:08.460 ⇒ 00:11:10.770 Hannah Wang: And that was yesterday, or this morning?
117 00:11:11.710 ⇒ 00:11:12.570 Rico Rejoso: yesterday.
118 00:11:13.060 ⇒ 00:11:18.029 Hannah Wang: Yesterday… Next up, repo to send.
119 00:11:18.510 ⇒ 00:11:19.550 Hannah Wang: Links.
120 00:11:21.260 ⇒ 00:11:22.620 Hannah Wang: Is it just links?
121 00:11:23.150 ⇒ 00:11:24.669 Rico Rejoso: Yeah, calendar link, yeah.
122 00:11:24.670 ⇒ 00:11:25.910 Hannah Wang: Okay.
123 00:11:26.660 ⇒ 00:11:31.290 Rico Rejoso: But I guess I’ll be waiting for them to email, or to forward the email to us before we send that.
124 00:11:38.310 ⇒ 00:11:40.069 Hannah Wang: I’ll just put it as tomorrow.
125 00:11:40.330 ⇒ 00:11:46.899 Hannah Wang: First touch.
126 00:12:00.350 ⇒ 00:12:01.190 Rico Rejoso: somewhere, right?
127 00:12:02.270 ⇒ 00:12:02.990 Hannah Wang: October.
128 00:12:03.260 ⇒ 00:12:06.050 Hannah Wang: Their first email was September 20th.
129 00:12:07.880 ⇒ 00:12:10.289 Hannah Wang: 3rd, wait, October 2nd, okay.
130 00:12:11.040 ⇒ 00:12:13.829 Hannah Wang: Doesn’t have to be super accurate, I think.
131 00:12:19.560 ⇒ 00:12:21.329 Hannah Wang: Whatever.
132 00:12:21.330 ⇒ 00:12:22.140 Rico Rejoso: That’s good, yeah.
133 00:12:22.410 ⇒ 00:12:25.580 Hannah Wang: Yep. Deal… Contact.
134 00:12:29.050 ⇒ 00:12:35.780 Hannah Wang: Okay, yeah, so then… We wanna keep… Updating…
135 00:12:36.000 ⇒ 00:12:41.839 Hannah Wang: Well, actually, so, like, for every deal that comes in,
136 00:12:42.370 ⇒ 00:12:45.250 Hannah Wang: So, what was the one that’s… Hedra?
137 00:12:45.330 ⇒ 00:13:04.250 Hannah Wang: That just closed. Yeah, so for each deal, there’s a property here, deal source detail, so that’s how I think we’ll keep track of who referred us to a deal. So later, like, if a deal comes in, we can associate one source with them. And then another thing I do is I…
138 00:13:05.240 ⇒ 00:13:06.950 Hannah Wang: Add a contact.
139 00:13:07.300 ⇒ 00:13:09.849 Hannah Wang: Okay, she’s great, she’s already here.
140 00:13:10.080 ⇒ 00:13:21.810 Hannah Wang: One source, yep. And then so… going back to the… the deal…
141 00:13:29.300 ⇒ 00:13:37.609 Hannah Wang: Okay, if… There’s, like, I add the company…
142 00:13:40.660 ⇒ 00:13:54.330 Hannah Wang: On source… And then I also add… the lead… I am… Oh.
143 00:13:54.620 ⇒ 00:13:57.999 Hannah Wang: Maybe she’s not a lead. I think it’s a contact.
144 00:14:01.120 ⇒ 00:14:02.180 Hannah Wang: Right here.
145 00:14:05.150 ⇒ 00:14:07.539 Hannah Wang: Yeah, I guess this one, too.
146 00:14:08.250 ⇒ 00:14:09.240 Hannah Wang: Okay.
147 00:14:12.280 ⇒ 00:14:16.740 Hannah Wang: Okay, I think that’s… okay, there. I think that’s good.
148 00:14:17.280 ⇒ 00:14:17.960 Rico Rejoso: Got it.
149 00:14:18.280 ⇒ 00:14:25.790 Hannah Wang: Yep, so that’s done for you, and then… Yeah, anything else?
150 00:14:27.090 ⇒ 00:14:32.309 Rico Rejoso: No, I’m good. We’ve listed all the tickets, I think, and…
151 00:14:32.310 ⇒ 00:14:32.960 Hannah Wang: Yeah.
152 00:14:33.140 ⇒ 00:14:34.419 Rico Rejoso: Let me just,
153 00:14:34.630 ⇒ 00:14:42.849 Rico Rejoso: have a quick look of all, if we miss any requests on either sales on… or on the marketing channel. But other than that, we’re good for the week.
154 00:14:42.960 ⇒ 00:14:45.590 Rico Rejoso: All tickets are still manageable for this sprint ride.
155 00:14:46.220 ⇒ 00:14:47.320 Hannah Wang: I think so.
156 00:14:47.530 ⇒ 00:14:48.290 Rico Rejoso: Alrighty.
157 00:14:49.440 ⇒ 00:14:53.469 Hannah Wang: Yeah, let me know, you can, like, message me all the stuff that you…
158 00:14:53.800 ⇒ 00:15:01.519 Hannah Wang: when you go through sales and partnerships, and then I’ll let you know if I did all of them. Or just, like, make a ticket for it, yeah.
159 00:15:02.430 ⇒ 00:15:04.189 Rico Rejoso: I’ll confirm with you first.
160 00:15:04.790 ⇒ 00:15:05.950 Hannah Wang: Okay.
161 00:15:06.530 ⇒ 00:15:08.960 Rico Rejoso: Alrighty, thank you so much, Hannah, have a good one.
162 00:15:09.230 ⇒ 00:15:10.879 Hannah Wang: Alright, thanks, bye.