Meeting Title: Weekly Cadence - Sales, Operations and Marketing Date: 2025-08-01 Meeting participants: Elissa Mae’s Loom Notetaker, Elissa Mae Cid, Rico Rejoso, Ryan Brosas, Hannah Wang


WEBVTT

1 00:00:02.110 00:00:04.740 Elissa Mae Cid: Okay, now it is. But I’m wondering.

2 00:00:07.990 00:00:12.244 Hannah Wang: Like, I’m wondering if that’s just gonna re record locally.

3 00:00:13.920 00:00:18.140 Hannah Wang: But yeah, we can. We can test it out after this meeting to see if it works.

4 00:00:19.520 00:00:38.439 Elissa Mae Cid: Yes, so usually for the other meetings recording is automatic already. But for this one I’m not sure why it’s not. But I really do that I’ll check. We’ll check after this if it goes directly to the brain forge. Platform.

5 00:00:39.600 00:00:42.650 Hannah Wang: Yeah, it might be like within your zoom.

6 00:00:44.390 00:00:50.939 Hannah Wang: The zoom app like for this meeting. Maybe there’s like a setting that’s not on for auto recording

7 00:00:51.310 00:01:00.150 Hannah Wang: cause. I know per meeting that you own you can change settings.

8 00:01:00.330 00:01:07.849 Hannah Wang: So you can also check after this meeting like why it doesn’t auto record and toggle that on

9 00:01:08.000 00:01:11.333 Hannah Wang: for next week’s. But yeah, we can.

10 00:01:12.000 00:01:17.490 Hannah Wang: we can. I didn’t know it’d be so difficult, but we’ll get there so.

11 00:01:18.710 00:01:31.713 Elissa Mae Cid: Yeah, speaking of difficult and really having a hard time understanding the content to pipeline strategy, I I understand the the one thing that I need to do, but for the others.

12 00:01:32.840 00:01:36.170 Elissa Mae Cid: yeah. Still at a loss. But

13 00:01:36.490 00:01:38.750 Elissa Mae Cid: maybe you can help us out. Yeah.

14 00:01:38.750 00:01:50.350 Hannah Wang: I’m also confused, too. So we should. Maybe we can go through it like each section, because I know there’s 2 documents. Maybe we can go through that and just leave questions.

15 00:01:51.055 00:01:51.470 Hannah Wang: Cause.

16 00:01:51.470 00:01:52.169 Elissa Mae Cid: I think.

17 00:01:53.160 00:01:53.979 Hannah Wang: Yeah, it’s

18 00:01:54.720 00:02:03.439 Hannah Wang: like, I think, what they want from us, like they’d rather us like, try and take a stab at it instead of

19 00:02:03.770 00:02:10.899 Hannah Wang: like not doing anything. So I think the bias is for action. But yeah, it’s like.

20 00:02:11.050 00:02:17.739 Hannah Wang: like, I said, I think it was Tom also mentioned. Oh, yeah, let’s like, make comments in the notion, Doc, and kind of try to

21 00:02:18.930 00:02:23.650 Hannah Wang: understand it. I’m also having a hard time, too. It’s like that.

22 00:02:24.150 00:02:31.711 Hannah Wang: I think I’m just naturally slower. So I have to like, read the document so many times to understand it.

23 00:02:32.780 00:02:35.370 Hannah Wang: but yeah, we can. We can try to go through it.

24 00:02:36.670 00:02:42.879 Hannah Wang: So yeah, that top one there, those are just the okrs, objectives and key results.

25 00:02:44.640 00:02:59.360 Hannah Wang: so the work, the content to pipeline strategy is the work that we’re doing to help us fulfill these key results, which is 50% of pipeline from all these inbound channels. And then we.

26 00:02:59.480 00:03:04.049 Hannah Wang: this is content. And then this is more design.

27 00:03:05.040 00:03:14.263 Hannah Wang: Yeah, so maybe we can go. Yeah, these are like weekly metrics. All that stuff.

28 00:03:16.470 00:03:19.259 Hannah Wang: sample weekly rhythm by rule.

29 00:03:20.630 00:03:24.095 Hannah Wang: Okay, let’s just start in section one,

30 00:03:26.540 00:03:34.010 Hannah Wang: just understand high level. So this makes more sense. Right? It’s just making comments on Linkedin.

31 00:03:34.010 00:03:36.150 Elissa Mae Cid: Yes, yeah.

32 00:03:36.280 00:03:37.275 Elissa Mae Cid: So

33 00:03:38.870 00:03:51.829 Elissa Mae Cid: Ryan, did I talk earlier? So the arrangement, I think, for this one right here. Ryan, will handle the influencer list, and then I will handle on any post.

34 00:03:52.775 00:03:58.630 Elissa Mae Cid: That I get to see in Linkedin, and engage with all of them by posting comments.

35 00:03:59.850 00:04:11.440 Hannah Wang: Okay, do you think so? Do are you doing both Utam and Robert’s accounts.

36 00:04:11.837 00:04:19.379 Elissa Mae Cid: Yeah, I will be doing both. But for now the account that I tried is still with Robert.

37 00:04:19.380 00:04:22.028 Hannah Wang: Okay, cause. I feel like, if you Dom’s

38 00:04:22.520 00:04:28.059 Hannah Wang: account, you can also target help. Make help hit the 30 quota.

39 00:04:30.100 00:04:36.789 Hannah Wang: Just because I think they have different followings slightly. So you’ll probably get different content and posts.

40 00:04:37.680 00:04:38.230 Elissa Mae Cid: Thank you.

41 00:04:39.920 00:04:43.640 Hannah Wang: Yeah. Okay, so that one’s clear. Right? Section one.

42 00:04:46.600 00:04:49.662 Elissa Mae Cid: Yeah, it’s quite clear just to be

43 00:04:50.230 00:04:55.620 Elissa Mae Cid: just to be clear with the delineation of

44 00:04:56.280 00:05:03.920 Elissa Mae Cid: accounts that you’ll be commenting on Ryan. So do you want to comment on all

45 00:05:04.738 00:05:11.400 Elissa Mae Cid: influencer needs in both Putham and Robert, or.

46 00:05:11.400 00:05:11.730 Ryan Brosas: Yes.

47 00:05:11.730 00:05:12.800 Elissa Mae Cid: Do you want?

48 00:05:13.160 00:05:16.170 Elissa Mae Cid: So all, both accounts you want to do those.

49 00:05:17.410 00:05:39.020 Ryan Brosas: Yeah, I think, if that is possible to focus on one account or, yeah. Well, I’m not really sure. But yeah, I can just focus on both account. I have already the lease, and I can just stick with it. And for both account.

50 00:05:40.037 00:05:43.732 Ryan Brosas: Yeah, I think that that could work

51 00:05:44.370 00:05:56.000 Ryan Brosas: and I’m I still need to do some some. But for times side also. So yeah, we can focus down more on on Robert’s first.st

52 00:05:56.140 00:06:01.049 Ryan Brosas: Then we can starting to add autumn’s account.

53 00:06:03.390 00:06:04.100 Elissa Mae Cid: Okay.

54 00:06:04.100 00:06:08.530 Hannah Wang: Okay, yeah. Just focus on Robert’s account first, st then, if that’s easier.

55 00:06:09.760 00:06:12.150 Elissa Mae Cid: Okay, so

56 00:06:14.510 00:06:15.860 Elissa Mae Cid: So here.

57 00:06:16.280 00:06:20.879 Elissa Mae Cid: Sorry. Everything’s just new to me with the the

58 00:06:22.380 00:06:27.439 Elissa Mae Cid: words being used as well. So there are.

59 00:06:28.070 00:06:40.800 Elissa Mae Cid: There’s a strategic account here. So the curated strategic list from sales Navigator. This is referring to influencer list only.

60 00:06:41.650 00:06:54.919 Ryan Brosas: Yes, that could be the influencer and the Icp that we are going to target for sales for partnership. I think. It really depends.

61 00:06:54.920 00:06:58.940 Hannah Wang: Up, Linkedin, open up the sales navigator, and we can look at it.

62 00:06:59.890 00:07:00.620 Ryan Brosas: Yeah.

63 00:07:26.040 00:07:35.709 Hannah Wang: So I think it’s actually all of the everything prefixed 1, 2, and 3. So one dash, 2, 2 dash and 3 dash!

64 00:07:36.300 00:07:39.649 Hannah Wang: I think those are the strategic lists that

65 00:07:40.513 00:07:44.040 Hannah Wang: Is in the notion document. And then.

66 00:07:44.040 00:07:44.760 Elissa Mae Cid: Maybe.

67 00:07:45.428 00:07:54.069 Hannah Wang: Well, cause if you go to the other document, the sales navigator, lead and account

68 00:07:54.420 00:07:57.070 Hannah Wang: a list playbook.

69 00:07:57.910 00:08:00.570 Elissa Mae Cid: That’s why, yes, yeah.

70 00:08:00.770 00:08:08.070 Hannah Wang: Oops. So if you go, yeah. So you can see that.

71 00:08:09.130 00:08:29.829 Hannah Wang: Yeah, I think these are all the strategic lists. And then everyone is kind of delegated different ones. So Ryan’s more focused on influencers. I’m more fo focused on potential partnership and lead accounts. And then you’re focused on like in the pipeline leads.

72 00:08:31.420 00:08:37.320 Hannah Wang: Leads that are further in the pipeline. I think I’m just trying to find more like sales like

73 00:08:37.909 00:08:55.080 Hannah Wang: I don’t know the terminology. So if it’s confusing apologies. But leads that are further, like more top of funnel. And I think you’re focusing on leads that are more within the funnel bottom of funnel, or if that’s the right terminology, and if you scroll down a little bit more.

74 00:08:57.146 00:08:59.089 Hannah Wang: a little bit more

75 00:08:59.390 00:09:06.810 Hannah Wang: little bit more. Yeah. So I think these I’m like, kind of confused about this. But I guess these are like.

76 00:09:09.310 00:09:14.889 Hannah Wang: because it says, use them to research fit exec teams and timing. So I’m assuming these are like

77 00:09:15.140 00:09:16.180 Hannah Wang: the

78 00:09:16.400 00:09:25.030 Hannah Wang: golden standard for each of these categories. But I mean, these are all for me, basically like partners and

79 00:09:25.716 00:09:29.863 Hannah Wang: strategic sale. Yeah. So I think this is more for me.

80 00:09:30.590 00:09:34.640 Hannah Wang: and my process. But anyway, does that kind of make sense.

81 00:09:35.590 00:09:43.580 Elissa Mae Cid: Yeah, it does make sense. I I just have one confusion, because in our meeting yesterday.

82 00:09:44.280 00:09:48.833 Elissa Mae Cid: or maybe I just misunderstood it. Robert mentioned that

83 00:09:49.540 00:09:57.790 Elissa Mae Cid: Ryan will enrich all leads. But in here it says that it’s owned by us, so

84 00:09:58.090 00:09:59.580 Elissa Mae Cid: just wanted to

85 00:09:59.690 00:10:06.709 Elissa Mae Cid: further check or re clarify whether the example for this leads and pipeline, this will be a

86 00:10:07.270 00:10:08.639 Elissa Mae Cid: being reached by me.

87 00:10:15.300 00:10:18.390 Elissa Mae Cid: I mean, I should be able to add more

88 00:10:18.790 00:10:24.579 Elissa Mae Cid: leads under leads and pipeline in the sales now, and not Ryan.

89 00:10:26.280 00:10:28.170 Hannah Wang: I think so.

90 00:10:28.660 00:10:29.385 Elissa Mae Cid: Okay.

91 00:10:33.170 00:10:34.550 Elissa Mae Cid: Yeah. Okay.

92 00:10:36.580 00:10:42.180 Hannah Wang: Yeah, I mean, like, you don’t have to worry about stepping over

93 00:10:42.540 00:11:01.728 Hannah Wang: my toes, or at least speaking for me like you can do whatever you think is necessary. There’s no like there’s ownership, but only for responsibility purposes. You can like touch whatever I make and just like. Let me know. So don’t worry about like

94 00:11:03.700 00:11:06.970 Hannah Wang: Yeah. Just like making a mistake, I think. What?

95 00:11:07.960 00:11:10.129 Hannah Wang: And this company I think

96 00:11:10.280 00:11:20.130 Hannah Wang: they’d rather see like OS try and fail and kind of reevaluate versus like being kind of scared to start, which I’m personally

97 00:11:20.320 00:11:28.942 Hannah Wang: the type of person who’s scared to start. So I’ve learned, I’m trying to learn like, oh, just go for it. And even if you mess up like, it’s okay.

98 00:11:29.840 00:11:31.810 Hannah Wang: yeah. So anyway.

99 00:11:31.810 00:11:32.109 Elissa Mae Cid: Funny.

100 00:11:32.570 00:11:41.127 Hannah Wang: Let’s go back to the original notion, Doc. I think this is more like sales navigator specific. But yeah, let’s go through

101 00:11:42.160 00:11:46.622 Hannah Wang: that strategy. So section one makes sense.

102 00:11:49.390 00:11:52.747 Hannah Wang: I think bottom line is just try to comment.

103 00:11:53.706 00:12:02.593 Hannah Wang: It doesn’t matter how or who does it. I think, yeah, just try to get hit 30 comments per day if you can.

104 00:12:03.220 00:12:06.220 Hannah Wang: this one I’m also confused about.

105 00:12:07.740 00:12:12.280 Hannah Wang: because I know, Ryan, we talked yesterday and I asked you to scrape

106 00:12:14.560 00:12:22.670 Hannah Wang: the like lookalike companies for amplitude and default. So I feel like this.

107 00:12:23.130 00:12:35.479 Hannah Wang: The strategic account list is everything prefixed by 2 in sales. Navigator, and I know we talked yesterday like there’s no easy way to import like a Csv. For it.

108 00:12:37.530 00:12:40.041 Hannah Wang: So I don’t. I don’t really know

109 00:12:40.600 00:12:44.970 Hannah Wang: what like. If you’re gonna manually like.

110 00:12:45.250 00:12:52.809 Hannah Wang: put it in that list so that I can look through the companies or I don’t know. But

111 00:12:53.320 00:12:56.170 Hannah Wang: I feel like this.

112 00:12:56.170 00:12:57.120 Ryan Brosas: Yeah.

113 00:12:57.120 00:13:07.039 Hannah Wang: Kind of makes sense. I think it’s just you help me scrape a bunch of stuff, and I will. You or I will put it into

114 00:13:07.250 00:13:10.799 Hannah Wang: the list, or something like that.

115 00:13:11.670 00:13:12.194 Ryan Brosas: Yeah.

116 00:13:13.200 00:13:22.749 Ryan Brosas: for me, it’s kind of inefficient of way to do this. But yeah, if there’s like a process, I’ll just follow this.

117 00:13:22.750 00:13:23.429 Hannah Wang: What do you think?

118 00:13:23.430 00:13:24.020 Ryan Brosas: Oh!

119 00:13:24.020 00:13:25.470 Hannah Wang: There’s no way to do it.

120 00:13:25.470 00:13:31.199 Ryan Brosas: Because if if you’re going to get the details from from like

121 00:13:31.782 00:13:54.327 Ryan Brosas: from clay, and we are going to like manually, add this on on link in navigator, and that I think that in inefficient, because we can just use the lease externally or or in in a Google sheet, and we can just use that in there, I guess. But

122 00:13:54.910 00:14:13.790 Ryan Brosas: this is just me talking. But yeah, I think I feel that it’s inefficient for for using that, because if you’re going to get the lease from like enrich data from from play, then we’re going to export like, import them manually like one by one.

123 00:14:13.920 00:14:22.036 Ryan Brosas: and I think that will be like a time consuming instead of just using Google sheet or other.

124 00:14:23.843 00:14:29.160 Ryan Brosas: monitoring application. Or you know, tools.

125 00:14:30.300 00:14:35.129 Hannah Wang: How about you make the comment there, I think it’s okay to bring that up and

126 00:14:35.380 00:14:43.120 Hannah Wang: kind of ask why it should be within sales navigator. If we’re getting that list from

127 00:14:43.260 00:14:48.259 Hannah Wang: pay reach or clay like enriched like Google Sheet or something.

128 00:14:48.657 00:14:53.200 Hannah Wang: So how about you? Just like make a comment here, and I think we can talk about it on Monday.

129 00:14:55.150 00:15:00.416 Hannah Wang: With Oh, Tom or Robert, does that sound good?

130 00:15:01.480 00:15:04.116 Hannah Wang: I’m like, I don’t wanna do it one by one.

131 00:15:04.890 00:15:09.199 Hannah Wang: put it into the sales meeting. And I I also.

132 00:15:09.340 00:15:19.749 Hannah Wang: I think Robert just doesn’t maybe have the full picture of how clay and hey, reach like, how you’re doing it. So I feel like he just suggested this. But obviously, we can like.

133 00:15:20.140 00:15:25.180 Hannah Wang: ask why? And propose other suggestions.

134 00:15:26.910 00:15:29.050 Hannah Wang: So yeah,

135 00:15:31.520 00:15:48.529 Hannah Wang: okay. So I think this makes sense for me. It’s just yeah. Ryan, helping me get companies that are strategic and also in line with our previous like clients, and our Icps and current partners. So I think that’s

136 00:15:48.950 00:15:55.669 Hannah Wang: okay, like, it’s clear. I think. So we can go to section 3.

137 00:15:56.160 00:16:05.499 Hannah Wang: this also involves a strategic list from sales nav. I think that’s the everything prefixed with 3. Right? So 3 dash

138 00:16:05.910 00:16:09.540 Hannah Wang: if you go to the other notion. Page.

139 00:16:13.550 00:16:15.880 Hannah Wang: Or sales navigator, either one.

140 00:16:17.630 00:16:18.520 Elissa Mae Cid: This one.

141 00:16:18.980 00:16:29.629 Hannah Wang: Yeah. So I I don’t know who is gonna populate this list.

142 00:16:34.560 00:16:44.789 Elissa Mae Cid: Maybe I’ll ask. I’ll just raise it in. The erase the question in this yeah, in this form.

143 00:16:45.080 00:16:52.360 Elissa Mae Cid: because I also confused on who should populate the list. I’ll check with them, or, if not, I’ll just

144 00:16:52.540 00:16:53.390 Elissa Mae Cid: get

145 00:16:55.990 00:17:02.010 Elissa Mae Cid: What do you call this specific credentials they need when I need to populate the list.

146 00:17:02.140 00:17:04.430 Elissa Mae Cid: so maybe I can do that.

147 00:17:05.470 00:17:13.258 Hannah Wang: Yeah, I mean, I think that’s like my confusion. That was my confusion to like, who’s gonna populate my list like everything with 2 dash?

148 00:17:14.490 00:17:15.359 Hannah Wang: But like

149 00:17:16.181 00:17:28.260 Hannah Wang: section 2 makes it seem like Ryan’s gonna populate all 3 like one dash, 2 dash and 3 dash. But that’s like so many lists to populate. And

150 00:17:29.160 00:17:32.129 Hannah Wang: yeah, I don’t like, how is Ryan?

151 00:17:32.700 00:17:34.879 Hannah Wang: Yeah, how are we gonna know?

152 00:17:35.100 00:17:41.650 Hannah Wang: Like what the lead is like? Oh, can you go back to sales. Navigator.

153 00:17:50.230 00:17:59.679 Hannah Wang: Yeah. Like, how do we know or like, what’s the criteria, I guess, for top of mind and

154 00:18:00.120 00:18:06.009 Hannah Wang: active opportunities? I don’t really. No, I guess those are just the people that are

155 00:18:06.440 00:18:09.460 Hannah Wang: further in the funnel. So maybe it’s like.

156 00:18:09.880 00:18:16.640 Hannah Wang: Oh, think people that come from this list like, once

157 00:18:17.310 00:18:33.830 Hannah Wang: we like, send out a message to these people. Maybe they’ll move into one of these buckets. But anyway, that’s just like the yeah. Maybe you can just ask the question or make a question, make a comment in the notion document.

158 00:18:34.880 00:18:35.990 Elissa Mae Cid: Okay.

159 00:18:36.540 00:18:37.630 Elissa Mae Cid: I’ll do that.

160 00:18:44.980 00:18:46.610 Elissa Mae Cid: Sorry. Too many tabs.

161 00:18:47.040 00:18:48.688 Hannah Wang: That’s okay. Me, too.

162 00:18:50.390 00:18:58.429 Elissa Mae Cid: Okay? So I’m not sure. I think, yeah. For section 3, it’s quite connected to section 2.

163 00:18:58.660 00:19:02.740 Elissa Mae Cid: It’s based on the weekly pass here.

164 00:19:03.170 00:19:11.650 Elissa Mae Cid: So I’ll engage with strategic lists from the sales navig navigator for prioritizing quality interactions of hope

165 00:19:12.840 00:19:20.739 Elissa Mae Cid: in a way here, this creation and maintenance in order of priority. So once this is done, then it’s my turn

166 00:19:20.920 00:19:22.190 Elissa Mae Cid: to engage.

167 00:19:22.740 00:19:23.080 Hannah Wang: Yes.

168 00:19:23.736 00:19:25.050 Elissa Mae Cid: Understand greatly.

169 00:19:25.050 00:19:36.980 Hannah Wang: Yeah, I think maybe ours is connected. Maybe it’d be helpful to go to

170 00:19:38.836 00:19:42.160 Hannah Wang: here. Can I share my screen? Just cause I feel like I

171 00:19:42.620 00:19:46.979 Hannah Wang: you to go around everywhere, but it’s easier if I do it.

172 00:19:51.150 00:19:58.250 Hannah Wang: Okay, let me just share my whole screen. And then.

173 00:19:58.930 00:20:02.609 Hannah Wang: oh, close a bunch of stuff.

174 00:20:03.790 00:20:08.330 Hannah Wang: Okay, and then I’ll have sales. Navigator here.

175 00:20:09.350 00:20:16.530 Hannah Wang: Oh, oh, no. I cleared my cash yesterday.

176 00:20:32.385 00:20:33.360 Hannah Wang: Salesman.

177 00:20:38.410 00:20:39.640 Hannah Wang: Okay.

178 00:20:44.710 00:20:53.210 Hannah Wang: So maybe it would be helpful to look at like a weekly rhythm type of thing.

179 00:20:53.460 00:21:07.520 Hannah Wang: So yeah, Monday is refreshing these lists I’m assuming, and then

180 00:21:07.870 00:21:12.110 Hannah Wang: I don’t know what active opportunities are.

181 00:21:12.690 00:21:19.050 Hannah Wang: oh, okay. And then, based on populated lists. Here.

182 00:21:19.600 00:21:28.219 Hannah Wang: you said, you’re the one who sends out like, just just follow up with people.

183 00:21:28.719 00:21:39.069 Hannah Wang: And I’m assuming this is also stuff that’s not in sales nav like following up with Nefco, and do be cars and all the companies that mentioned.

184 00:21:39.510 00:21:43.740 Elissa Mae Cid: And then Ryan is to share topic. Creator blah blah from.

185 00:21:44.090 00:21:49.069 Hannah Wang: The lists prefix with one dash. And then I

186 00:21:49.530 00:21:53.469 Hannah Wang: have to research stuff for lists in 2 dash.

187 00:21:53.630 00:21:56.150 Hannah Wang: And then we give an update on Friday.

188 00:21:58.390 00:22:02.999 Hannah Wang: That sounds clear to me like I understand that.

189 00:22:11.460 00:22:16.888 Hannah Wang: So it’s just the. It’s just the main question that, like we don’t know who populates. This list

190 00:22:17.680 00:22:19.519 Hannah Wang: is that our main confusion.

191 00:22:20.130 00:22:23.420 Elissa Mae Cid: Yes, yeah, that’s my confusion as well.

192 00:22:25.430 00:22:27.396 Hannah Wang: Hmm, okay.

193 00:23:08.320 00:23:12.610 Hannah Wang: okay, yeah. Cause I I understand everything else.

194 00:23:12.840 00:23:19.340 Hannah Wang: I just don’t understand how the stuff is. Gonna get in here. I think that’s my confusion, too?

195 00:23:23.820 00:23:29.370 Hannah Wang: so maybe, Sid, can you add a comment? Maybe in

196 00:23:29.990 00:23:35.110 Hannah Wang: in here like in this category just asking who’s like.

197 00:23:35.880 00:23:40.540 Hannah Wang: How is it is Ryan gonna be the one populating these lists, or

198 00:23:40.660 00:23:44.620 Hannah Wang: do, does each owner have to populate it themselves?

199 00:23:46.400 00:23:47.230 Hannah Wang: Yeah.

200 00:23:50.670 00:23:53.653 Hannah Wang: Okay. Is there anything else that’s confusing?

201 00:23:58.500 00:24:01.699 Elissa Mae Cid: For the basic basics.

202 00:24:02.420 00:24:15.849 Elissa Mae Cid: for the basic things that you need to know. I guess I’m fine with it already. I’ll just post a comment in here in motion for any specificities that I need from Robert.

203 00:24:17.500 00:24:21.941 Hannah Wang: Okay. And I know that there’s this list.

204 00:24:23.740 00:24:24.480 Hannah Wang: So I.

205 00:24:24.480 00:24:25.989 Elissa Mae Cid: But I didn’t try to post.

206 00:24:25.990 00:24:26.980 Hannah Wang: Yeah, yeah.

207 00:24:27.690 00:24:34.910 Elissa Mae Cid: Yeah, I did try to post just to see how the process is. So I did get one reply, though.

208 00:24:34.910 00:24:35.870 Hannah Wang: Okay.

209 00:24:36.300 00:24:36.810 Hannah Wang: Cool.

210 00:24:36.810 00:24:39.130 Elissa Mae Cid: But it just says, Thank you. Okay.

211 00:24:39.574 00:24:44.910 Hannah Wang: Oh, then maybe you can follow up again and just try to

212 00:24:46.316 00:24:48.689 Hannah Wang: like I feel like that would fall under.

213 00:24:50.100 00:24:50.799 Hannah Wang: Have to.

214 00:24:51.970 00:24:59.000 Elissa Mae Cid: But they’re not under. Okay, yeah. But they came from the influencer list.

215 00:24:59.380 00:25:00.220 Elissa Mae Cid: Good.

216 00:25:01.330 00:25:06.469 Hannah Wang: Oh, they came from the influencer list. That’s okay. To become a lead, right? Like after they.

217 00:25:06.470 00:25:06.980 Elissa Mae Cid: Yeah.

218 00:25:06.980 00:25:08.830 Hannah Wang: Engage with you, read.

219 00:25:10.820 00:25:16.649 Elissa Mae Cid: Yeah, that’s 1 thing that I also need to clarify. When does one

220 00:25:17.030 00:25:22.230 Elissa Mae Cid: lead becomes an a lead here in active opportunities?

221 00:25:38.190 00:25:39.179 Hannah Wang: Yeah, I mean.

222 00:25:39.180 00:25:39.900 Elissa Mae Cid: Yeah.

223 00:25:39.900 00:25:40.300 Hannah Wang: Okay.

224 00:25:43.628 00:25:47.350 Elissa Mae Cid: I’m not also sure. If, though, I I will ask here.

225 00:25:47.450 00:25:57.059 Elissa Mae Cid: if we say engage, does it mean when they reply, or does it mean when you want to book a call? So that’s that’s 1 thing that also need to raise.

226 00:25:57.850 00:26:01.480 Hannah Wang: I see I feel like it. Seems like it’s both

227 00:26:02.070 00:26:05.079 Hannah Wang: who’ve responded or scheduled call calls.

228 00:26:06.180 00:26:06.870 Elissa Mae Cid: Okay.

229 00:26:07.850 00:26:19.740 Hannah Wang: I think it’s okay, if you like, add it to this list, and then if if they say Oh, they’re they’re not a lead, you can just remove it, and you can like add it like, just move it. Move that influencer back to

230 00:26:20.150 00:26:22.800 Hannah Wang: whatever list it belongs in.

231 00:26:23.930 00:26:25.569 Elissa Mae Cid: Yeah, it makes sense.

232 00:26:25.570 00:26:31.980 Hannah Wang: I guess another question I have is, are these lists going to be refreshed, or are we just like adding to them every week?

233 00:26:32.900 00:26:37.319 Hannah Wang: I guess no one knows the answer to that here, which is okay. But that’s another.

234 00:26:37.320 00:26:40.688 Elissa Mae Cid: We did saw one video, Hannah,

235 00:26:41.680 00:26:48.489 Elissa Mae Cid: it’s in the contents of partnering strategy based on that video.

236 00:26:49.050 00:27:04.490 Elissa Mae Cid: It’s not being automatically. I’m not sure if it’s automatically refresh. But in this 1st video, here in the resource, I think in the middle of this video, she’s showing how to populate the list

237 00:27:04.670 00:27:09.159 Elissa Mae Cid: based on criterias that she set in Linkedin.

238 00:27:10.010 00:27:11.170 Hannah Wang: Right here, right?

239 00:27:12.588 00:27:14.781 Hannah Wang: Yeah. I tried doing that.

240 00:27:15.710 00:27:18.689 Hannah Wang: It’s just so much work like manually.

241 00:27:18.690 00:27:19.570 Elissa Mae Cid: Yeah, it is.

242 00:27:19.570 00:27:21.714 Hannah Wang: Trying to pull in

243 00:27:22.700 00:27:30.010 Hannah Wang: like I went to. I think I went to accounts, and then I saved a search.

244 00:27:30.668 00:27:41.971 Hannah Wang: Us accounts mid market like tech enabled blah blah. And then I just like went through here. And then I added,

245 00:27:46.860 00:27:51.819 Hannah Wang: I created like a new doc here. And then I like, added the account name. And then I like.

246 00:27:52.370 00:27:54.640 Hannah Wang: did some research. And

247 00:27:55.260 00:28:11.769 Hannah Wang: I I honestly don’t know if I’m doing this right at all. So I’m actually meeting with Robert after this call, just to talk about it. So maybe I can like ask questions regarding everyone else’s workflow, too. If if I have time. But

248 00:28:12.200 00:28:20.122 Hannah Wang: yeah, I’ll try to get clarity. I think, yeah, just our main confusion is how to populate these

249 00:28:20.970 00:28:29.400 Hannah Wang: these lists. It is manual. I think Ryan mentioned that there’s no way to import a Csv.

250 00:28:29.930 00:28:32.739 Hannah Wang: Next year I’ll so

251 00:28:34.870 00:28:48.240 Ryan Brosas: I think there’s a a plan like there’s like a advanced like sales. Navigator advanced plan that you could use Csv to import here.

252 00:28:49.720 00:28:52.049 Ryan Brosas: And yeah, I think

253 00:28:52.290 00:29:00.799 Ryan Brosas: I still did that. This this process is kind. Well, for me, it’s still inefficient. We can. We can speak.

254 00:29:00.990 00:29:12.239 Ryan Brosas: We can just stick on on Google Sheet or something, because that’s much more direct. And we can also like control the status

255 00:29:12.400 00:29:14.719 Ryan Brosas: and stuff. But yeah.

256 00:29:16.050 00:29:24.120 Hannah Wang: Yeah, like, I said, I think maybe Robert just created this to have everything in Linkedin and not

257 00:29:24.660 00:29:37.220 Hannah Wang: not have to like go back and forth from a Google sheet to Linkedin to sales. Navigator. So yeah, I mean, I don’t think anything that he wrote down is set in stone. I think he was just trying to give us a good

258 00:29:38.380 00:29:52.581 Hannah Wang: framework, and launching point to start. But yeah, thanks for adding comments and stuff.

259 00:29:55.080 00:30:00.560 Hannah Wang: And Ryan. I know you’re always working hard, populating everything so

260 00:30:01.270 00:30:04.649 Hannah Wang: good to hear that I’m not the only one confused because I was like.

261 00:30:05.360 00:30:13.063 Hannah Wang: I read through this, Doc. Probably a lot like I spent a couple hours reading through this, and I was just like, what am I doing?

262 00:30:14.280 00:30:15.300 Hannah Wang: so.

263 00:30:15.950 00:30:16.936 Elissa Mae Cid: Dave, Hon.

264 00:30:17.430 00:30:20.579 Hannah Wang: I was like. I don’t know what I’m doing.

265 00:30:21.704 00:30:29.400 Elissa Mae Cid: Stuck with that with that notion page for an hour, and I just decided to move to another test.

266 00:30:29.820 00:30:37.280 Hannah Wang: Yeah. But I think it’s okay to ask or let them know or ask questions. That that’s just

267 00:30:38.080 00:30:38.940 Hannah Wang: like.

268 00:30:39.490 00:30:57.289 Hannah Wang: if you don’t ask questions. They’re just gonna gonna assume you’re not trying to work on it. But if you ask questions, at least that’s like a step forward. So feel free to just comment and ask questions. And that’s why I asked Robert to help me, because I don’t. I don’t really know what he has in mind for partnership stuff.

269 00:30:58.980 00:31:02.730 Hannah Wang: But yeah, maybe I don’t know when we can review

270 00:31:03.310 00:31:09.122 Hannah Wang: that or ask our questions on Monday, maybe in the Leads review meeting

271 00:31:10.990 00:31:16.070 Hannah Wang: maybe like at the beginning, so that we have time. And

272 00:31:16.240 00:31:18.309 Hannah Wang: we don’t run out of time if we

273 00:31:19.220 00:31:21.660 Hannah Wang: yeah, so that we don’t run out of time

274 00:31:21.940 00:31:24.099 Hannah Wang: and want to bring it up.

275 00:31:25.030 00:31:29.160 Hannah Wang: okay, so yeah, leave your questions in the stock. And then

276 00:31:32.940 00:31:46.370 Hannah Wang: just try to keep adding comments, even if it is more manual. Just to show them that we like. Did something this week, or at least tried to start. And then so that’s section one.

277 00:31:46.480 00:31:47.650 Hannah Wang: Where’d it go?

278 00:31:48.320 00:31:55.320 Hannah Wang: Section one, is the common stuff. Section 2, yeah, we’re confused about section 3.

279 00:31:55.890 00:32:03.240 Hannah Wang: yeah. So is there anything that you can do today before signing off to kinda show them that you tried to do it.

280 00:32:04.250 00:32:14.060 Elissa Mae Cid: Yeah, I can. Just so. What I’ll do is I’ll close my questions here in. And then, second, I can show.

281 00:32:14.160 00:32:19.950 Elissa Mae Cid: Oh, well, I already did show this, but I’ll I’ll just bump the the

282 00:32:20.160 00:32:23.410 Elissa Mae Cid: excel sheet in the video I posted.

283 00:32:23.770 00:32:34.059 Elissa Mae Cid: and then at the same time, I’ll also engage to some post at least 10 today, just to see if I’m doing it right as well, and we can review it.

284 00:32:34.290 00:32:36.019 Hannah Wang: Okay. Thank you.

285 00:32:36.030 00:32:36.560 Elissa Mae Cid: No problem.

286 00:32:36.883 00:32:42.710 Hannah Wang: Yeah, that like for me, too. I just like try to start something. And even if it’s wrong

287 00:32:43.280 00:32:45.800 Hannah Wang: oh, well, like we could just

288 00:32:46.170 00:32:53.820 Hannah Wang: evaluate and ask questions. And then for 5, I feel like Ryan. You’re already.

289 00:32:54.140 00:32:57.809 Hannah Wang: You’re already doing this, so there’s no confusion right.

290 00:32:58.450 00:32:59.345 Ryan Brosas: Yeah.

291 00:33:02.230 00:33:03.155 Hannah Wang: Cool

292 00:33:04.980 00:33:21.599 Hannah Wang: And then, while we’re all on this call, if everything here is okay, did we? Do you need help on the campaign, the circle back campaign stuff. Or are you still like editing the doc the notion, Doc Sid.

293 00:33:21.750 00:33:32.980 Elissa Mae Cid: Oh, okay, for the Circle Back campaign. I’ll provide the draft of the messages based on the stages identified. Maybe the assistance I need is to just check.

294 00:33:33.710 00:33:34.740 Elissa Mae Cid: or

295 00:33:34.880 00:33:45.879 Elissa Mae Cid: once I’m done, I’ll ask help for your review on to both you and Ryan on the message. If it’s already okay to go or not. Yep.

296 00:33:46.140 00:33:46.800 Hannah Wang: Okay, and.

297 00:33:47.335 00:33:47.870 Elissa Mae Cid: Know.

298 00:33:49.210 00:33:50.100 Hannah Wang: Go ahead!

299 00:33:51.580 00:33:52.938 Elissa Mae Cid: No, it’s okay. I’m done.

300 00:33:53.210 00:33:53.870 Elissa Mae Cid: Oh, okay.

301 00:33:54.810 00:33:58.689 Hannah Wang: But did you? Were you able to modify the Doc?

302 00:33:58.870 00:34:04.391 Hannah Wang: I I wasn’t following along that in depth, but I know there was something about

303 00:34:05.890 00:34:10.430 Hannah Wang: The document, the go to market

304 00:34:18.460 00:34:20.079 Elissa Mae Cid: The Circle back doll.

305 00:34:20.320 00:34:27.250 Hannah Wang: Yeah, there’s like a Oh, Google sheet. Right?

306 00:34:31.510 00:34:32.639 Elissa Mae Cid: This one.

307 00:34:33.340 00:34:48.979 Elissa Mae Cid: Yep. So I already added, so one thing that’s needed here is on the contact. So I also edited the company column because I need to ask myself as help on scraping the contacts

308 00:34:49.610 00:34:51.549 Elissa Mae Cid: that we can set it out

309 00:34:52.110 00:34:54.609 Elissa Mae Cid: or email blast to all clients.

310 00:34:54.610 00:34:55.290 Hannah Wang: Yeah.

311 00:34:55.760 00:35:00.680 Elissa Mae Cid: Yeah. So speaking with that, I’ll

312 00:35:01.159 00:35:05.740 Elissa Mae Cid: check with the staff as any follow up, because I think you haven’t replied to it yet.

313 00:35:06.290 00:35:07.539 Elissa Mae Cid: but for now.

314 00:35:08.590 00:35:13.690 Elissa Mae Cid: Yes, I’ll drop an email. I’ll ping you guys once it’s once it’s done.

315 00:35:14.100 00:35:14.840 Hannah Wang: Okay.

316 00:35:15.440 00:35:16.040 Elissa Mae Cid: Yes.

317 00:35:16.040 00:35:17.653 Hannah Wang: Okay. Cool.

318 00:35:18.690 00:35:20.989 Elissa Mae Cid: I’ll do all those before I log off.

319 00:35:20.990 00:35:22.230 Hannah Wang: Okay. Thank you.

320 00:35:23.610 00:35:27.210 Hannah Wang: Yeah. I know it’s it’s it’s been a long week.

321 00:35:28.470 00:35:29.470 Hannah Wang: But okay.

322 00:35:29.470 00:35:30.160 Elissa Mae Cid: You know.

323 00:35:30.160 00:35:35.949 Hannah Wang: Is there anything else we want to talk about? Let’s see.

324 00:35:40.030 00:35:45.089 Elissa Mae Cid: For gig radar. I still have to start that I’ll focus on that next week.

325 00:35:46.170 00:35:46.980 Hannah Wang: Okay.

326 00:35:49.110 00:35:57.769 Hannah Wang: Okay, yeah, there’s a lot of there’s so many Google sheets. Now. Hard to keep track.

327 00:35:57.770 00:35:58.550 Elissa Mae Cid: True.

328 00:36:00.940 00:36:03.989 Hannah Wang: Okay, that sounds good.

329 00:36:05.115 00:36:07.560 Hannah Wang: Yeah. Shop talk.

330 00:36:08.950 00:36:14.100 Ryan Brosas: Yes, for the shop talk. I think that’s going to be next week.

331 00:36:14.100 00:36:19.233 Hannah Wang: Okay. Yeah, yeah. I know the conference. It’s in September. It’s it’s far away.

332 00:36:19.600 00:36:20.510 Ryan Brosas: Yeah, but.

333 00:36:20.510 00:36:25.970 Hannah Wang: Oh, yeah, it’s in September. So just do whatever is most urgent 1st and then

334 00:36:27.260 00:36:34.009 Hannah Wang: and then do that. Okay, anything else.

335 00:36:34.010 00:36:34.770 Ryan Brosas: So.

336 00:36:34.770 00:36:36.370 Hannah Wang: Okay, go ahead. Yeah.

337 00:36:37.440 00:36:48.320 Ryan Brosas: Are we still going to do the segment thing? On on, come marketing marketing hub? Well, something

338 00:36:48.960 00:36:58.399 Ryan Brosas: and the amplitude mixed panel segment. Snowflake, Dbt implementation partners with less less or 5 employees.

339 00:37:00.100 00:37:09.290 Hannah Wang: Oops. Sorry? Oh, this is. I feel like this is similar to what you’re doing with scraping amplitude. Lookalikes for me.

340 00:37:09.290 00:37:10.510 Hannah Wang: Oh, okay.

341 00:37:11.380 00:37:17.409 Ryan Brosas: So this will be like separate or something.

342 00:37:19.310 00:37:20.989 Hannah Wang: I feel like you can just

343 00:37:22.190 00:37:30.559 Hannah Wang: scrape the amplitude thing that I asked you to for the camp. The the what is it.

344 00:37:31.390 00:37:33.910 Hannah Wang: What did we just talk about the content.

345 00:37:33.910 00:37:34.960 Ryan Brosas: Partnership. Yes.

346 00:37:34.960 00:37:39.989 Hannah Wang: Yeah, and then I think this it’ll probably overlap with the.

347 00:37:40.240 00:37:40.490 Ryan Brosas: Okay.

348 00:37:40.490 00:37:47.270 Hannah Wang: Link the scraped sheet here, and then we could say, it’s done or something.

349 00:37:47.410 00:37:49.300 Hannah Wang: Yeah, it’s a low priority.

350 00:37:49.850 00:37:51.789 Hannah Wang: I apparently so.

351 00:37:52.500 00:37:54.980 Hannah Wang: Yeah. But I think you’re already

352 00:37:55.200 00:37:58.420 Hannah Wang: oh, with less than 5 employees. Hmm!

353 00:38:04.370 00:38:04.880 Hannah Wang: I don’t.

354 00:38:04.880 00:38:05.730 Ryan Brosas: Yeah, I think.

355 00:38:05.730 00:38:09.070 Hannah Wang: Hmm cause the filter that you have for

356 00:38:09.210 00:38:12.099 Hannah Wang: or that we discussed yesterday was mid market right.

357 00:38:12.100 00:38:13.340 Ryan Brosas: Mid market, yes.

358 00:38:13.340 00:38:21.063 Hannah Wang: I’m wondering if we should change it to less than 5 employees.

359 00:38:21.950 00:38:30.649 Hannah Wang: Let me try to see if there’s like a thread on slack about this campaign and why we chose less than 5.

360 00:39:07.600 00:39:13.441 Hannah Wang: do you have any idea why it would be less than 5 like, why, we’re targeting that because I don’t know.

361 00:39:14.550 00:39:21.480 Ryan Brosas: Do. I don’t. I don’t really know, because I think this is for Mustafa. Then it all to me.

362 00:39:21.700 00:39:22.150 Hannah Wang: Okay.

363 00:39:22.519 00:39:30.270 Ryan Brosas: Same with D, and it and he tried doing some some of the tasks. But I think autumn is not

364 00:39:30.861 00:39:37.340 Ryan Brosas: satisfied with. So it kind of dropped on me. And I don’t have really have like

365 00:39:37.630 00:39:46.610 Ryan Brosas: context on this. So I asked, I think I already asked them again. And yeah, they forgot. I guess.

366 00:39:47.010 00:39:51.629 Hannah Wang: Is it? In the thread I see a a thread?

367 00:39:52.330 00:39:53.125 Ryan Brosas: Yeah,

368 00:39:54.970 00:40:02.339 Ryan Brosas: And also I asked Utam for that also on a call. I’m not sure if yeah, I think he he forgot it.

369 00:40:04.170 00:40:07.570 Hannah Wang: Like. Why, it’s 5 employees like you asked that before.

370 00:40:08.020 00:40:11.020 Ryan Brosas: No, but more on context, because

371 00:40:12.220 00:40:18.369 Ryan Brosas: it’s not really clear for me, because that this is just, you know, a 1 sentence with

372 00:40:18.540 00:40:31.319 Ryan Brosas: bunch of stuff. But the other stuff is really you know, Clear, because, you know, I needed experience that pretty much clear for me, because that’s pretty much recruiting. So.

373 00:40:32.140 00:40:47.486 Hannah Wang: Okay, maybe I’ll tag him in that thread and just be like, why, why this? Why less than 5. And then you can hold off on running that clay. That campaign until next week, or something.

374 00:40:48.500 00:40:53.060 Hannah Wang: but yeah, you yeah, I’ll I’ll ask him in slack, and then

375 00:40:53.340 00:40:55.160 Hannah Wang: we can see if he responds.

376 00:40:56.080 00:40:57.600 Ryan Brosas: Okay. Thank you very much.

377 00:40:57.600 00:40:58.180 Hannah Wang: Yeah.

378 00:40:59.430 00:41:00.625 Hannah Wang: Okay.

379 00:41:02.040 00:41:03.269 Hannah Wang: Anything else.

380 00:41:04.570 00:41:07.759 Elissa Mae Cid: None for me. Thank you, Hannah. This has been very helpful.

381 00:41:08.159 00:41:17.350 Hannah Wang: Yeah, of course I I don’t worry. I was also confused. So we’re all confused together, but secretly, I guess until now

382 00:41:18.856 00:41:27.620 Elissa Mae Cid: Yeah, I’ll post all of those thank you again. So yeah, see you Monday, happy weekend guys.

383 00:41:27.620 00:41:28.969 Hannah Wang: Yeah, happy, weekend.

384 00:41:28.970 00:41:29.930 Ryan Brosas: So we can.

385 00:41:29.930 00:41:30.659 Hannah Wang: See you next week.

386 00:41:30.660 00:41:31.649 Elissa Mae Cid: Thank you.

387 00:41:31.650 00:41:32.590 Hannah Wang: Bye.

388 00:41:33.030 00:41:33.980 Elissa Mae Cid: Bye-bye.