Meeting Title: Marketing Planning Meeting Date: 2026-01-12 Meeting participants: Hannah Wang, Luke Scorziell, Luke’s Notetaker, Ryan Brosas, Joe Lewandowski
WEBVTT
1 00:00:22.940 ⇒ 00:00:23.880 Ryan Brosas: Hey, guys.
2 00:00:24.200 ⇒ 00:00:25.650 Luke Scorziell: Hey, how’s it going?
3 00:00:31.370 ⇒ 00:00:32.800 Luke Scorziell: Oh, what does that mean?
4 00:00:34.180 ⇒ 00:00:46.270 Ryan Brosas: And just, like, tracking everything, because, if the, the client, the current client is, like, well, SQL,
5 00:00:46.420 ⇒ 00:00:53.239 Ryan Brosas: I need to add that as well, so I need to redo my reporting.
6 00:00:53.920 ⇒ 00:00:57.790 Ryan Brosas: And adjust our, what do you call this?
7 00:00:57.960 ⇒ 00:01:03.990 Ryan Brosas: HubSpot as well. So… Dead.
8 00:01:06.090 ⇒ 00:01:06.979 Luke Scorziell: Yeah, dang.
9 00:01:08.780 ⇒ 00:01:16.629 Luke Scorziell: Well, let’s, first… You know, our first pass at getting it all. So,
10 00:01:18.170 ⇒ 00:01:19.999 Luke Scorziell: It’s not gonna be perfect, for sure.
11 00:01:25.680 ⇒ 00:01:33.299 Hannah Wang: I think everyone’s here. I… I can just pull up the board, and then…
12 00:01:33.570 ⇒ 00:01:38.940 Hannah Wang: I don’t think it’ll be… That long,
13 00:01:39.740 ⇒ 00:01:46.770 Hannah Wang: And then, Luke, we can talk for the remaining time, if we’ve… if we have time… the time, but…
14 00:01:46.980 ⇒ 00:01:53.529 Hannah Wang: Hey Joe, thanks for joining the call. I know you’re in the middle of… or nearing the end of your…
15 00:01:53.700 ⇒ 00:01:55.609 Hannah Wang: Your workday, your actual…
16 00:01:55.610 ⇒ 00:01:58.320 Joe Lewandowski: your day job workday. Yeah, no problem.
17 00:01:58.840 ⇒ 00:02:05.700 Hannah Wang: Yeah, so, I don’t know… Joe, if you…
18 00:02:06.290 ⇒ 00:02:12.329 Hannah Wang: I don’t think I showed you linear, but this is basically our project management.
19 00:02:12.720 ⇒ 00:02:19.819 Hannah Wang: System thing that we use to track all the tickets we have, and we go on…
20 00:02:20.350 ⇒ 00:02:26.219 Hannah Wang: We call them sprints. It’s basically, like, a week-long kind of push,
21 00:02:26.400 ⇒ 00:02:39.869 Hannah Wang: And we kind of put all our tickets in here. I feel like the marketing board is not very clean, just because I have a backlog of stuff that I need to kind of go through. But…
22 00:02:40.150 ⇒ 00:02:48.410 Hannah Wang: if you ask Rico to invite you to the marketing linear, he should be able to get you access, and then
23 00:02:48.530 ⇒ 00:03:05.550 Hannah Wang: tasks like the snowflake deck that you worked on, and also, like, giving feedback for the Telisma deck, like, those would be… I would make tickets for them here, just so you can keep track of it, and then you could also put, like.
24 00:03:05.700 ⇒ 00:03:11.700 Hannah Wang: Yeah, I can onboard you, basically, onto linear some other time, but this is just for…
25 00:03:11.990 ⇒ 00:03:15.109 Hannah Wang: You and everyone on the team to…
26 00:03:15.620 ⇒ 00:03:23.529 Hannah Wang: kind of keep track of what you’re working on for the week. I know it’s kind of crazy, like, when I first used linear.
27 00:03:23.590 ⇒ 00:03:29.740 Joe Lewandowski: I was so confused, so it’s okay, it’s confusing. Yeah, I think I have access, I just… I’m not sure.
28 00:03:30.240 ⇒ 00:03:31.000 Hannah Wang: Okay.
29 00:03:31.000 ⇒ 00:03:32.060 Joe Lewandowski: input. Yes.
30 00:03:32.210 ⇒ 00:03:36.280 Hannah Wang: So even, like, dick.
31 00:03:36.410 ⇒ 00:03:39.470 Hannah Wang: I’ll be more descriptive later, but, like, I would…
32 00:03:40.430 ⇒ 00:03:51.360 Hannah Wang: Yeah, just, like, assign it to you, and then however many points is basically hours, so 1 point equals 1 hour, and you could kind of update your estimate here, and then,
33 00:03:51.690 ⇒ 00:03:57.110 Hannah Wang: We try to leave, like, comments of, updates.
34 00:03:57.240 ⇒ 00:04:01.940 Hannah Wang: Basically, in the comments section, so…
35 00:04:02.560 ⇒ 00:04:12.359 Hannah Wang: for this one, like, I would probably link the new deck, the Google Doc, Google Doc link here. My gosh, Google Slides.
36 00:04:12.730 ⇒ 00:04:18.820 Hannah Wang: And then… And then we move it to different stages, so this is…
37 00:04:18.950 ⇒ 00:04:29.689 Hannah Wang: probably, internal review, meaning I… I need to look at it and give you feedback, and then I… yeah, we just, like, go back and forth and update statuses and stuff, so…
38 00:04:29.880 ⇒ 00:04:33.430 Hannah Wang: Yeah, that’s basically the gist of it.
39 00:04:33.430 ⇒ 00:04:34.060 Joe Lewandowski: Okay.
40 00:04:35.430 ⇒ 00:04:41.869 Hannah Wang: So yeah, I guess we’re, I guess this is a planning session, so,
41 00:04:42.200 ⇒ 00:04:44.910 Hannah Wang: I… Luke, I know we talked about…
42 00:04:45.020 ⇒ 00:04:49.569 Hannah Wang: the landing pages, I short-handed to LP, yeah.
43 00:04:49.710 ⇒ 00:05:00.219 Hannah Wang: So, I’ll get Anne to start working on that, and then I can also make, like, an SOP as we go along for the… for the edge to activation one, and then,
44 00:05:00.510 ⇒ 00:05:04.490 Hannah Wang: for the other services that we have, like, I know you’re talking to…
45 00:05:05.470 ⇒ 00:05:08.480 Hannah Wang: Two people, I forgot their names tomorrow.
46 00:05:08.680 ⇒ 00:05:09.760 Hannah Wang: Okay.
47 00:05:10.020 ⇒ 00:05:16.299 Hannah Wang: But, yeah, we can just kind of follow the same process. So I’m going to hand…
48 00:05:16.410 ⇒ 00:05:23.019 Hannah Wang: this one off to Anne, probably, and I’m gonna have her come up with a copy…
49 00:05:23.410 ⇒ 00:05:32.620 Hannah Wang: herself, using AI, because I think there’s a lot of content already for the copy, and then we can review it together.
50 00:05:33.120 ⇒ 00:05:37.340 Hannah Wang: So yeah, I’ll have her work on that, and then after she’s done with that,
51 00:05:37.860 ⇒ 00:05:52.340 Hannah Wang: I think… I think she can do the Webflow, web dev part of it, too. We do have, like, a web dev that we work with. We’re currently paused with her right now. So I think later on we’ll…
52 00:05:53.270 ⇒ 00:06:10.709 Hannah Wang: if we want to do, like, a bigger website revamp, that’s when we’ll bring the web developer on, but for now, we paused her because we don’t do a lot of website work right now. So that’s there, and then, yeah, tomorrow you can just tag me,
53 00:06:11.100 ⇒ 00:06:16.919 Hannah Wang: for the new service, and then I… I can make tickets, and we can go from there.
54 00:06:17.620 ⇒ 00:06:27.290 Hannah Wang: And then, I also made a ticket for the carousel. I’m gonna have Anne take a stab at it for creating the template.
55 00:06:27.580 ⇒ 00:06:28.830 Hannah Wang: And then…
56 00:06:29.340 ⇒ 00:06:41.559 Hannah Wang: Usually for planning meetings, like when Rico does it, we try to allocate the right number of hours, so I think for, like.
57 00:06:43.030 ⇒ 00:06:53.420 Hannah Wang: this sprint… I mean, I think it’s counting all the ones that we have for review. I don’t know if there’s a way to just select
58 00:06:54.120 ⇒ 00:06:55.499 Hannah Wang: Some of them…
59 00:06:56.280 ⇒ 00:07:05.029 Hannah Wang: And see… but basically, just so that people don’t have too much work, we try to match
60 00:07:05.220 ⇒ 00:07:16.330 Hannah Wang: however many hours they work to the number of… the level of effort that we assign. So, like, I theoretically work 30 hours a week, then I would have, like.
61 00:07:16.390 ⇒ 00:07:25.890 Hannah Wang: 20… something ticket, 25 for my level of effort, just… and then the rest of the 5 is for, like, meetings or,
62 00:07:25.960 ⇒ 00:07:29.729 Hannah Wang: Like, ad hoc stuff that comes up from…
63 00:07:29.900 ⇒ 00:07:34.680 Hannah Wang: either Utam or Robert or the delivery team, but…
64 00:07:35.860 ⇒ 00:07:38.530 Hannah Wang: Yeah, I don’t know if we…
65 00:07:39.230 ⇒ 00:07:46.049 Hannah Wang: are gonna do that today. I don’t really know how to do that, or I could, but there’s just not a ton of…
66 00:07:46.380 ⇒ 00:07:59.950 Hannah Wang: tickets, I guess we could look at our entire backlog, but it’s just a lot, so… maybe this is something we can also talk through together in our sinks, just kind of, like, combing.
67 00:08:00.430 ⇒ 00:08:02.320 Hannah Wang: Slowly combing through.
68 00:08:02.910 ⇒ 00:08:09.039 Hannah Wang: the backlog. It’s not terrible. There’s, like, 60-something tickets. Yeah.
69 00:08:09.300 ⇒ 00:08:14.880 Hannah Wang: Just so that in future planning sessions, it’ll be more clear what the marketing team…
70 00:08:15.370 ⇒ 00:08:32.880 Hannah Wang: has to work on… I mean, I feel like, for me, it’s pretty clear, because I go to the go-to-market meetings, so mine are directly tied to sales, but, like, some of the more, like, random stuff, like, I just want, to have enough tickets that Anne can pick up, and then also Joe can help with.
71 00:08:33.030 ⇒ 00:08:36.870 Hannah Wang: So anyway, that’s, like, a discussion we can have,
72 00:08:37.580 ⇒ 00:08:42.650 Hannah Wang: But, other than that, is there, like, any other… Ticket…
73 00:08:43.470 ⇒ 00:08:51.280 Hannah Wang: that you… that’s, like, missing that you can think of that I can help, or the design team can help with the…
74 00:08:51.480 ⇒ 00:08:54.310 Hannah Wang: Go-to-market sales team for.
75 00:08:54.670 ⇒ 00:09:03.450 Luke Scorziell: Yeah, I don’t think so, outside of… yeah, we’ll do the new service one, and then,
76 00:09:04.410 ⇒ 00:09:05.669 Luke Scorziell: I guess, like…
77 00:09:10.020 ⇒ 00:09:19.409 Luke Scorziell: Which we… yeah, we just… we haven’t designed… or we don’t have any existing designs on, like, this existing services that we have, right? Like, this is kind of the first time we’re putting stuff into,
78 00:09:21.400 ⇒ 00:09:23.070 Luke Scorziell: Like, design, right?
79 00:09:25.280 ⇒ 00:09:27.440 Hannah Wang: Yeah,
80 00:09:28.210 ⇒ 00:09:35.580 Hannah Wang: I guess I can… let me share my whole screen, but, I think I showed this to you before, but…
81 00:09:36.200 ⇒ 00:09:40.170 Hannah Wang: Our services were super… general…
82 00:09:40.490 ⇒ 00:09:46.530 Hannah Wang: So I guess the quick answer to your question is, no, we don’t have…
83 00:09:46.970 ⇒ 00:09:58.079 Hannah Wang: like, very service-specific decks, we just have, like, a data capabilities, an AI capabilities deck, and then we’re trying to build out
84 00:09:58.510 ⇒ 00:10:03.949 Hannah Wang: like, a vertical-specific deck, but I don’t know if…
85 00:10:04.840 ⇒ 00:10:20.010 Hannah Wang: this is where I need to ask U-Tam and message him, but, this is still, like, in progress, I guess. This is kind of what we talked to you about, where we took the transcript from all the meetings that were related to each vertical, and then…
86 00:10:20.510 ⇒ 00:10:23.970 Hannah Wang: Try to come up with an outline ourself.
87 00:10:25.740 ⇒ 00:10:34.139 Hannah Wang: And then we kind of got stuck, because I didn’t have time or capacity to look at this and give thorough review.
88 00:10:34.450 ⇒ 00:10:40.709 Hannah Wang: So yeah, I… I don’t think that’s on you to kind of triage and see if we have to do, I think…
89 00:10:41.200 ⇒ 00:10:44.150 Hannah Wang: I will have to ask U-Tom,
90 00:10:44.720 ⇒ 00:10:47.949 Hannah Wang: Yeah, it’s, like, all up here. So…
91 00:10:48.380 ⇒ 00:10:52.620 Luke Scorziell: Yeah, I kind of wonder if maybe, like, a home services deck would be good, then, to.
92 00:10:52.620 ⇒ 00:10:53.550 Hannah Wang: Oh, right.
93 00:10:53.550 ⇒ 00:11:00.690 Luke Scorziell: prioritize over those, since that’s kind of the… one of the bigger ICPs we’re… Trying to hit right now.
94 00:11:01.090 ⇒ 00:11:06.900 Hannah Wang: Yeah, I mean, these were from last quarter, or two quarters ago, so it might be a bit…
95 00:11:07.750 ⇒ 00:11:18.180 Hannah Wang: outdated. But… let me make a note to ask… U-tworm.
96 00:11:19.040 ⇒ 00:11:27.530 Hannah Wang: If we should do that, or try to finish up the… common, whatever, SaaS decks.
97 00:11:27.530 ⇒ 00:11:29.209 Luke Scorziell: Those are the three, so there’s…
98 00:11:29.910 ⇒ 00:11:37.090 Hannah Wang: There’s product analytics, SaaS, and e-com. I guess this is not really a vertical, this is more of a…
99 00:11:37.220 ⇒ 00:11:39.189 Hannah Wang: service, I guess.
100 00:11:41.110 ⇒ 00:11:42.699 Luke Scorziell: Okay, yeah, so…
101 00:11:44.530 ⇒ 00:11:50.310 Luke Scorziell: Okay, I can… I’ll fast, too, because I can kind of propose we do the home services tech.
102 00:11:51.220 ⇒ 00:11:56.349 Hannah Wang: Okay. Yeah, if you just send a message, I can piggyback off you in the thread.
103 00:11:56.530 ⇒ 00:11:58.109 Hannah Wang: In the design channel.
104 00:11:58.230 ⇒ 00:12:01.010 Hannah Wang: And then that should help us prioritize.
105 00:12:01.780 ⇒ 00:12:06.310 Hannah Wang: the massive backlog we have.
106 00:12:07.280 ⇒ 00:12:12.070 Hannah Wang: Okay, cool. And then, I think maybe for that deck,
107 00:12:12.190 ⇒ 00:12:17.349 Hannah Wang: We can do, like, a similar… process of…
108 00:12:17.630 ⇒ 00:12:22.350 Hannah Wang: like, using AI to come up with the outline.
109 00:12:22.480 ⇒ 00:12:32.320 Hannah Wang: And then you can kind of give it a glance. I know you said last time it’s easier to look at it when it’s fully designed, so it’s okay if the first pass is…
110 00:12:32.840 ⇒ 00:12:37.850 Hannah Wang: not as thorough, and then, Joe, I might have you try to…
111 00:12:38.040 ⇒ 00:12:43.619 Hannah Wang: start making a Figma deck, if that’s okay with you.
112 00:12:43.620 ⇒ 00:12:44.920 Joe Lewandowski: Yeah, works for me.
113 00:12:44.920 ⇒ 00:12:47.199 Hannah Wang: Yeah, you could use a lot of the…
114 00:12:47.350 ⇒ 00:12:53.270 Hannah Wang: stuff that we already have in Figma, and I… I think Figma’s a lot easier to use than Google Slides, so…
115 00:12:54.090 ⇒ 00:12:58.479 Hannah Wang: Okay, cool.
116 00:12:59.830 ⇒ 00:13:15.160 Hannah Wang: Yeah, and then if there’s, like, any other content stuff that you want, collateral for, let us know. Like, you tagging me in that message was helpful, so just keep doing that, and then Anne can always make the designs for them.
117 00:13:15.350 ⇒ 00:13:19.050 Hannah Wang: Okay.
118 00:13:19.510 ⇒ 00:13:23.040 Hannah Wang: Yeah, if nothing else,
119 00:13:23.580 ⇒ 00:13:36.920 Hannah Wang: Joe, I will look at the snowflake deck, and then I’m sure Utam and Holly will have feedback, and then I’ll just ping you, or we’ll just ping each other in Slack, or it’ll be in linear somewhere, and then…
120 00:13:37.570 ⇒ 00:13:39.229 Hannah Wang: Yeah, we can jump from there.
121 00:13:39.230 ⇒ 00:13:40.719 Joe Lewandowski: Okay, works for me.
122 00:13:40.720 ⇒ 00:13:45.770 Hannah Wang: Okay, cool. Luke, do you wanna stay on, and we can…
123 00:13:46.170 ⇒ 00:13:46.620 Luke Scorziell: Yeah.
124 00:13:47.020 ⇒ 00:13:49.200 Hannah Wang: Our giant list of stuff.
125 00:13:49.200 ⇒ 00:13:50.190 Luke Scorziell: Yeah.
126 00:13:50.190 ⇒ 00:13:50.820 Hannah Wang: Okay.
127 00:13:50.820 ⇒ 00:13:51.510 Joe Lewandowski: Bye, guys.
128 00:13:51.510 ⇒ 00:13:53.490 Hannah Wang: Alright, bye. Bye, Joe.
129 00:13:55.220 ⇒ 00:14:03.060 Hannah Wang: Okay, let me reorient my… Getting warm.
130 00:14:03.690 ⇒ 00:14:04.790 Hannah Wang: Oh, okay.
131 00:14:04.970 ⇒ 00:14:06.209 Luke Scorziell: We’ll send out.
132 00:14:06.990 ⇒ 00:14:08.940 Hannah Wang: Yeah, you can send out the message.
133 00:14:49.750 ⇒ 00:14:51.159 Luke Scorziell: Oh, okay.
134 00:14:52.870 ⇒ 00:14:54.419 Hannah Wang: They have a long day.
135 00:14:55.840 ⇒ 00:15:08.500 Luke Scorziell: Oh… Not crazy, I, like, trying, like, fasting on… Right.
136 00:15:08.500 ⇒ 00:15:08.880 Hannah Wang: Hmm.
137 00:15:08.880 ⇒ 00:15:12.040 Luke Scorziell: I’m not, like, trying randomly, but, like…
138 00:15:13.580 ⇒ 00:15:16.729 Luke Scorziell: Yeah, kind of… and some discernment, I guess.
139 00:15:17.720 ⇒ 00:15:19.729 Luke Scorziell: With my relationship.
140 00:15:21.190 ⇒ 00:15:23.580 Luke Scorziell: We’re trying to, like, fast on Mondays to see.
141 00:15:24.570 ⇒ 00:15:29.719 Luke Scorziell: And so… so anyway, so I fasted, but then ended up having meetings right through lunch.
142 00:15:31.120 ⇒ 00:15:31.500 Luke Scorziell: I don’t.
143 00:15:31.500 ⇒ 00:15:32.190 Hannah Wang: So hungry.
144 00:15:32.190 ⇒ 00:15:36.030 Luke Scorziell: That’s not true. I actually started fasting weekly.
145 00:15:36.240 ⇒ 00:15:36.790 Hannah Wang: Okay.
146 00:15:36.790 ⇒ 00:15:40.199 Luke Scorziell: Until dinner at some point last year.
147 00:15:40.320 ⇒ 00:15:43.749 Luke Scorziell: So that’s… But I’m not… I haven’t been in that rhythm.
148 00:15:44.090 ⇒ 00:15:50.240 Luke Scorziell: Through the holidays, so, so I’m a little like, okay, I got them, I’m ready to eat.
149 00:15:50.240 ⇒ 00:15:53.820 Hannah Wang: Do you… is it like fasting every…
150 00:15:54.260 ⇒ 00:15:57.899 Hannah Wang: Like, what do you mean by weekly? Like, once a day you fast until dinner?
151 00:15:58.570 ⇒ 00:16:01.420 Hannah Wang: Or once a… once a week, I mean.
152 00:16:01.720 ⇒ 00:16:05.810 Luke Scorziell: Yeah, we’ve been doing, like, once a week, we’ll fast until, or…
153 00:16:06.280 ⇒ 00:16:13.320 Luke Scorziell: Yeah, like, I’ve been doing… I’ve been doing, like, Thursdays, and then other… some other people from my church have also been, like, joining in, so it…
154 00:16:13.550 ⇒ 00:16:18.730 Luke Scorziell: I think been trying to get, like, get it to where, like, people were fasting, like, once a day, basically.
155 00:16:18.730 ⇒ 00:16:19.050 Hannah Wang: Wow.
156 00:16:19.050 ⇒ 00:16:21.810 Luke Scorziell: Or what? Once every other… once every day of the week.
157 00:16:22.000 ⇒ 00:16:23.090 Luke Scorziell: Okay.
158 00:16:23.090 ⇒ 00:16:23.670 Hannah Wang: Yeah.
159 00:16:24.020 ⇒ 00:16:30.510 Hannah Wang: I know Kat mentioned that before, like, you guys were…
160 00:16:30.850 ⇒ 00:16:33.439 Hannah Wang: Something about fasting, I do remember.
161 00:16:33.640 ⇒ 00:16:40.620 Hannah Wang: You guys talking about that, or she talked about it with your church, so… Wow.
162 00:16:40.920 ⇒ 00:16:46.950 Hannah Wang: I know people do, like, intermittent fasting and stuff, I’m sure it’s not as similar, but…
163 00:16:47.510 ⇒ 00:16:53.990 Hannah Wang: Yeah, you just get hungry. I don’t… at that point, you really do rely on… The Lord.
164 00:16:53.990 ⇒ 00:16:58.269 Luke Scorziell: Yeah, yeah. I feel like if,
165 00:16:58.970 ⇒ 00:17:05.990 Luke Scorziell: You know, it’s… it’s been good. And…
166 00:17:06.260 ⇒ 00:17:11.150 Luke Scorziell: I think, like, kind of shows you how much… I think about food.
167 00:17:11.150 ⇒ 00:17:13.550 Hannah Wang: Yeah.
168 00:17:13.710 ⇒ 00:17:17.950 Luke Scorziell: But… and then, like, I don’t know, I think it kind of helps supercharge some of…
169 00:17:18.359 ⇒ 00:17:20.539 Luke Scorziell: Just, like, desire to pray.
170 00:17:21.270 ⇒ 00:17:23.569 Luke Scorziell: But I’ve been… definitely been times where…
171 00:17:24.770 ⇒ 00:17:28.590 Luke Scorziell: I just work through stuff instead of… Like…
172 00:17:28.820 ⇒ 00:17:32.959 Luke Scorziell: using the time that I would be eating to, focus on God, so…
173 00:17:32.960 ⇒ 00:17:34.170 Hannah Wang: Yeah.
174 00:17:34.430 ⇒ 00:17:37.070 Luke Scorziell: yeah.
175 00:17:37.590 ⇒ 00:17:53.589 Hannah Wang: Oh, I hope you’re… I mean, discerning stuff with the relationship, I hope it goes okay. I know that’s always, like, hard, or… I don’t know about you, but compartmentalizing work and just, like, personal stuff, they always bleed into each other, so I feel like if…
176 00:17:54.240 ⇒ 00:17:56.480 Hannah Wang: Does it, like, affect your…
177 00:17:57.130 ⇒ 00:18:03.519 Hannah Wang: Every day at work, like, is it just, like, a thing that you think about, even though you want to not think about it?
178 00:18:04.850 ⇒ 00:18:07.890 Luke Scorziell: Yeah, I was gonna… redo the recording thing.
179 00:18:07.890 ⇒ 00:18:08.860 Hannah Wang: Oh, yeah.
180 00:18:09.120 ⇒ 00:18:11.019 Luke Scorziell: No, I’m thinking about the record.
181 00:18:11.020 ⇒ 00:18:12.349 Hannah Wang: Let me… let me stop it.