Meeting Title: Uttam <> Kim Date: 2024-01-04 Meeting participants: Kim Todaro, Uttam Kumaran
WEBVTT
1 00:05:51.600 ⇒ 00:05:52.669 Uttam Kumaran: Hey, Kim?
2 00:05:53.060 ⇒ 00:05:54.810 kim todaro: Hey? Sorry about that.
3 00:05:54.880 ⇒ 00:05:58.799 Uttam Kumaran: Morris? How’s it going?
4 00:05:59.080 ⇒ 00:06:01.739 kim todaro: Happy New Year? Yeah. Happy New Year.
5 00:06:02.470 ⇒ 00:06:12.279 Uttam Kumaran: Cool. So I just met with Ben and Dan a little bit before the end of the year. And one thing that we’ve done on the data side is we’ve been able to bring in most
6 00:06:12.430 ⇒ 00:06:32.179 Uttam Kumaran: of the paid sources of campaign data. And one thing that they mentioned, that we’re kind of working on, I’m working on for them is kind of bringing all the data. That’s currently being kind of reported on manually into this.
7 00:06:32.180 ⇒ 00:06:55.869 Uttam Kumaran: the I tool that we’re using called light dash and I’ve been referencing a lot of what you shared, which is your weekly report spreadsheet. And I just wanted to share kind of what we’ve done to recreate that within light dash and kind of just talk to you a little bit about potentially leveraging that for reporting on a weekly basis, and then also
8 00:06:55.890 ⇒ 00:07:21.109 Uttam Kumaran: for some stuff that’s still really manual, which is on our end, the direct mail and affiliates. I’m just a way to kind of input that data. So I can kind of share this. And then we just love your feedback. And then also kind of wanna hear how those meetings typically go. And then what else we can kind of add to this dashboard? But I will share this. So yeah.
9 00:07:21.430 ⇒ 00:07:46.810 Uttam Kumaran: this is kind of like, yeah, we’ve kind of been leveraging this and kind of looking at how you do reporting directly in here. And we’ve been able to kind of create most, if not all the same data. From each of these different sources. Within this weekly report. So all this is hooked up to you would consider live data or data that comes in on a daily basis as we sync it all.
10 00:07:46.930 ⇒ 00:08:02.969 kim todaro: and this again, if you just if you just eyeballing. And I can. I’ll share this after the call has all the data from email. SMS paid. Social are all coming in at the channel level, and then on, on paid social. We have.
11 00:08:03.000 ⇒ 00:08:07.010 Uttam Kumaran: We have everything at the ad. Add ad set all the way to the campaign.
12 00:08:07.130 ⇒ 00:08:21.049 Uttam Kumaran: The only 2 things that are coming in still manually, which I’ve been taking from your spreadsheet. But I’ll kind of talk to, I think, how we can still manage that moving forward is direct mail and affiliate.
13 00:08:21.400 ⇒ 00:08:25.399 Uttam Kumaran: but yeah, I guess this was this would kind of be the representation of
14 00:08:25.640 ⇒ 00:08:51.000 Uttam Kumaran: this sheet that you produce, and you know the goal of this one. Ii assume a lot of this is some manual, you know, putting it together so hopefully. This takes on some of that burden. And then would love to hear what else we can do to kind of improve this, to add more insight, or I can even. I’ll even definitely would love to walk you through how you can add tiles here and add, reporting.
15 00:08:51.140 ⇒ 00:09:00.560 Uttam Kumaran: yeah, I guess I’ll stop there if you have any questions or any just initial gut reactions. Yeah, I mean, this is awesome. I think
16 00:09:00.840 ⇒ 00:09:02.760 kim todaro: this is great.
17 00:09:02.960 ⇒ 00:09:18.569 kim todaro: I would love to just send them a link to this versus what I do. I mean, it’s so, man, it takes me so long that every week I it takes me like cause II get distracted easily, too. So like takes me 2 h. And it feels like
18 00:09:18.740 ⇒ 00:09:23.830 kim todaro: all that data is like so clearly represented in every dashboard. It’s just tough to
19 00:09:24.090 ⇒ 00:09:47.249 kim todaro: put into that format. I think this is pretty close. Okay? Great, yeah. I mean, that’s amazing to hear. Yeah, I assumed it’s, you know, I’ve looked through a lot of these just to see kind of context and stuff. And you know, I think definitely like, at least, if you can share this with them. And then, hopefully, you can spend more time on like the insight, because I like reading these, and I look week to week and and take a look at these. So
20 00:09:47.590 ⇒ 00:10:17.359 Uttam Kumaran: yeah, so I guess I will share this with you. And then maybe you could let me know what other fields are missing, and I’ll kind of give you access. The only other thing that we don’t have access to II guess I don’t have access to is this stuff information about the direct mail or affiliates, and to meaning coming through like a digital like a like a data pipeline. That’s something that I think we could definitely work towards. But you know, in an effort to kind of streamline this. Now, I just have a Google form where you can actually just enter
21 00:10:17.500 ⇒ 00:10:41.059 Uttam Kumaran: in that data and that way. And then from from the results in this form, they’ll flow into the dashboard. You not have access because I didn’t give you logins, or because you can’t you? You can’t stream on the data into this I so I guess for direct mail. You let me know how I’m supposed to access that I don’t know if that’s all coming through. Cj.
22 00:10:41.110 ⇒ 00:10:51.830 Uttam Kumaran: And then I haven’t checked in on Cj. In a bit, but last I checked there wasn’t a great pipeline, but it’s something on the list to look at.
23 00:10:52.310 ⇒ 00:10:59.080 kim todaro: Yeah, that’s easy. I can totally fill out the form for now. So for direct mail we use this service called postpilot.
24 00:10:59.140 ⇒ 00:11:04.449 kim todaro: and what I do is I. It’s really hard to
25 00:11:04.500 ⇒ 00:11:12.380 kim todaro: Their attribution is funny, because, let’s say, ice like. For instance, let’s look at Black Friday. I sent out all that black Friday stuff
26 00:11:12.680 ⇒ 00:11:14.250 kim todaro: the beginning of November.
27 00:11:15.190 ⇒ 00:11:32.379 kim todaro: and a lot of people didn’t really take advantage of that until the end of November, but all that revenue got reported for the beginning of November, even though the purchases were made at the end of November. So that’s why I give like the month, like the last 30 days, instead of just like the last 7 days like.
28 00:11:32.390 ⇒ 00:11:36.630 kim todaro: which is what I do with all the other channels. Why, it’s a little different, too.
29 00:11:37.630 ⇒ 00:12:06.530 Uttam Kumaran: Yeah, I mean. And that’s exactly so. The the the way they, you know, they wanted to kind of look and kind of what they mentioned me is like, look on on each channel. We just kinda wanna look at the revenue and the customers coming through and just have a baseline of like Cac across. Cause I was like, Hey, the attribution game is gonna be really hard to play, and it’s gonna burn a lot of my time so roughly for them to be able to see each of these channels. And then I have a dash where we kind of see each of these almost pretty linearly. I think it’s really helpful.
30 00:12:06.530 ⇒ 00:12:20.679 kim todaro: But I totally get it on the attribution side. And then that’s something that again, if if if you’re able to say, Hey, we need to actually do something manually on the data side to kind of move, spend around, or we want to spread it out more. We can. We can try
31 00:12:21.150 ⇒ 00:12:29.350 Uttam Kumaran: But yeah, I’m happy to work with you on that, because I have a lot. I have a lot of flexibility on the data side. As long as you know, we’re all on the same page to to kind of
32 00:12:29.370 ⇒ 00:12:30.880 Uttam Kumaran: do things. So.
33 00:12:31.240 ⇒ 00:12:39.049 kim todaro: But I do know, you mean, yeah, it’s just a little frustrating. And I don’t know. It’s a very basic
34 00:12:39.270 ⇒ 00:12:42.669 kim todaro: dashboard. But I can give you access. I don’t know if you can even get like
35 00:12:43.550 ⇒ 00:12:59.999 Uttam Kumaran: any like Api connection there. Yeah, I guess I have. So I have a cj.com login. So I’m gonna look again at if I can get that data piped in. And then, yeah, if you can give me an access to postpilot. I will also take a look at that.
36 00:13:00.240 ⇒ 00:13:09.000 Uttam Kumaran: So I mean, hopefully get rid of the Google form entirely. Those are the last 2 that I’ve just been like taking manually from your spreadsheet.
37 00:13:09.540 ⇒ 00:13:14.380 kim todaro: I’ll send you so see? Like, do you have impact to you? I can send you that if you want
38 00:13:14.480 ⇒ 00:13:44.240 Uttam Kumaran: I it’s separate from Cj. We were gonna switch over and we decided just to keep the 2, for now I’ve been seeing impact. Come in. Yeah, I don’t have impact. So that would be great as well. Okay. So I’ll send you impact and I’ll send you the post pilot. I’m fine with doing the form. Just let me know when I should start submitting that. Okay, cool. Yeah. And the form just has the fields that are coming. And then again, as soon as you fill that out, within like a few hours, they’ll they’ll flow in here.
39 00:13:44.260 ⇒ 00:13:45.730 kim todaro: Easy. Okay?
40 00:13:46.000 ⇒ 00:13:57.380 Uttam Kumaran: And then, yeah, I guess to show you like, just one kind of example of like kind of the information that we have and and I’m happy to do a little bit of a deeper dive on like the Usability of
41 00:13:57.570 ⇒ 00:14:00.050 Uttam Kumaran: light dash. But.
42 00:14:00.110 ⇒ 00:14:25.049 Uttam Kumaran: for example, on the marketing side, we have everything from Google adwords, Facebook, ads, and Clavia events coming in and as well as web traffic from Ga. And then a combined paid marketing. So if I look into Google adwords, for example, to give you a sense of like these are all the fields that we have access to. And this reporting, you know, it’s it’s likely mimics a lot of what you can get
43 00:14:25.050 ⇒ 00:14:33.090 Uttam Kumaran: within the dashboard in case we want to set up some views that would be helpful within that weekly dash that goes deeper into
44 00:14:33.090 ⇒ 00:14:40.939 Uttam Kumaran: one specific campaign or is deeper than the campaign level. Just to give you a sense of like, we have all the same data here. Pretty much.
45 00:14:41.020 ⇒ 00:14:48.960 Uttam Kumaran: The main things I’m looking at are campaign and the day, and then usually the spend. But
46 00:14:49.060 ⇒ 00:14:56.489 Uttam Kumaran: like. And that’s kind of where, like, II just built like a basic report for that. But we can go any deeper. So just to give you context
47 00:14:56.920 ⇒ 00:14:58.390 kim todaro: great, that’s awesome.
48 00:14:59.300 ⇒ 00:15:24.679 Uttam Kumaran: Okay, cool, so I will share. I will. I’ll just make you an account on here and share you on this dashboard, and then feel free to click around. It’s like it’s really hard to kind of break stuff. So don’t worry too much about that. You can even go in and and edit this dashboard and and move stuff around. But yeah, I’m actually really happy to hear that this takes quite a while. So hopefully, you know, that’s at least some of that is
49 00:15:24.680 ⇒ 00:15:43.189 kim todaro: is is taken off your plate. And you’re right like I spend so much time looking at the numbers when I’m doing this in my head that, like I’ll forget to probably include some insights just cause like I’ve said them already so many times to myself. I think this will help me focus on the insights versus.
50 00:15:43.240 ⇒ 00:16:11.439 Uttam Kumaran: you know. And putting the the numbers manually, yeah. And and the one thing we’re doing also is like, you know, hopefully, even within a campaign, you could, you could drill down to look at what ads are considered as part of that. And you know this, this lives in this tool, which also has all the sales and everything. So one thing I’m providing them is almost like the whole funnel of a company, which is how much we spend on marketing. I’m sure you send a product. And then all the way to the sales and discounts. So
51 00:16:11.440 ⇒ 00:16:17.679 Uttam Kumaran: we’re finally at a point. Now, we kind of everything centralized. So yeah, I’m excited to see kind of how it goes
52 00:16:18.020 ⇒ 00:16:19.360 kim todaro: absolutely
53 00:16:19.660 ⇒ 00:16:48.260 Uttam Kumaran: cool. So I will share this, I’ll just send this in a quick email. If that’s fine and I’ll just share this and the Google form. And then yeah, if I, if you can, please, give me access to impact and post pilot, I will take a look at those, and then follow up. On getting that all finished up and in the system. So okay, alright, appreciate it, Kim. Thank you so much.