Meeting Title: Uttam <> Jared Date: 2024-06-11 Meeting participants: Jared Patterson, Uttam Kumaran
WEBVTT
1 00:05:22.620 ⇒ 00:05:23.150 Uttam Kumaran: Hey!
2 00:05:23.680 ⇒ 00:05:24.550 JARED PATTERSON: Hello!
3 00:05:25.110 ⇒ 00:05:29.561 Uttam Kumaran: Hey? Sorry my laptop just died like I totally didn’t look at the battery.
4 00:05:29.880 ⇒ 00:05:30.990 JARED PATTERSON: No no worries.
5 00:05:31.837 ⇒ 00:05:32.819 Uttam Kumaran: How’s it going.
6 00:05:33.390 ⇒ 00:05:34.919 JARED PATTERSON: I’m doing. Well, how about yourself?
7 00:05:35.730 ⇒ 00:05:39.050 Uttam Kumaran: I’m doing well good start to the week so far.
8 00:05:41.060 ⇒ 00:05:44.319 Uttam Kumaran: alright, maybe we just jump right into things. So
9 00:05:44.813 ⇒ 00:05:52.450 Uttam Kumaran: I appreciate the patience. We just wanted to get something set up, organization wise. And we have a little bit of like, you know, a bigger
10 00:05:52.865 ⇒ 00:06:01.840 Uttam Kumaran: intern class, like just 4 people. So I wanted to make sure that there’s some consistency. And everybody’s really smart interested in different things. So
11 00:06:02.246 ⇒ 00:06:17.689 Uttam Kumaran: kind of just wanted to get notion. Set up and get everybody into things. So I shared with you a notion link, and you should see your intern page on the left side, and it’s like you don’t see that.
12 00:06:18.040 ⇒ 00:06:22.265 JARED PATTERSON: No, I’m I’m in it right now. I was kind of looking through it a little bit before
13 00:06:22.700 ⇒ 00:06:24.399 JARED PATTERSON: We hopped on the call so.
14 00:06:24.930 ⇒ 00:06:26.942 Uttam Kumaran: Yeah. So the big thing is like,
15 00:06:27.630 ⇒ 00:06:55.139 Uttam Kumaran: one is, basically, this will be like the homepage, for like this summer, would be great and I’ll just take some notes. In the meeting notes things here. It’ll be one great if you can fill this out, which is information. We’ll be doing a couple of things that I’ll be using like this info for one just for, like internal scheduling and things like that. It’s good to just know if you’re gonna be like a holiday at any time or
16 00:06:55.530 ⇒ 00:06:59.039 Uttam Kumaran: basically like what timeframe you’re available, which you basically
17 00:06:59.304 ⇒ 00:07:04.699 Uttam Kumaran: I think you said you’re just available, like usually during the day, which I think is more for the folks that are on
18 00:07:05.332 ⇒ 00:07:08.407 Uttam Kumaran: Asia time far more relevant.
19 00:07:09.910 ⇒ 00:07:16.349 Uttam Kumaran: The second thing that would be really helpful. Is on
20 00:07:16.410 ⇒ 00:07:18.120 Uttam Kumaran: on Friday.
21 00:07:18.200 ⇒ 00:07:21.148 Uttam Kumaran: I’m gonna kind of introduce you to
22 00:07:21.670 ⇒ 00:07:45.379 Uttam Kumaran: you and the rest. It turns to the entire credit porch team. And one thing that I’m asking everybody to do is just do a thing that I used to do in the past, which is like 5 slides about you. Basically, in Google slides. Just create 5 slides about you like your interest. Where you’re from your background. What you wanna do? It could be anything.
23 00:07:45.649 ⇒ 00:07:58.599 Uttam Kumaran: Basically just like a little bit of like a fast track of getting people to to know you, and you know the people I’m very forward to the people that you’ll be sort of spending time with, and you know, getting knowledge from. So I just want
24 00:08:00.120 ⇒ 00:08:09.168 Uttam Kumaran: You know, you did give a gift from folks a little bit of an introduction, so I’ll just be having everybody go through like those 5 slides during that Friday call
25 00:08:10.220 ⇒ 00:08:11.740 Uttam Kumaran: So that’s 1 thing.
26 00:08:12.130 ⇒ 00:08:14.810 Uttam Kumaran: basically, the 5 slides.
27 00:08:15.520 ⇒ 00:08:17.190 Uttam Kumaran: the notioned off
28 00:08:19.110 ⇒ 00:08:37.639 Uttam Kumaran: the other thing that is kind of a little bit different than when we 1st started talking. And again, this is just so. I could begin to set up a little bit of agenda like speakers and things like that for the summer. It’s kind of like selecting a discipline. So let me know again like you’re you’re gonna be available until August. Is that right?
29 00:08:38.520 ⇒ 00:08:43.429 JARED PATTERSON: Oh, so I have to start work. July 8, th which is kind of why, like, it’s a little bit
30 00:08:43.690 ⇒ 00:08:45.799 JARED PATTERSON: obviously a shorter period.
31 00:08:46.140 ⇒ 00:08:46.770 Uttam Kumaran: Yeah.
32 00:08:47.940 ⇒ 00:08:49.190 JARED PATTERSON: And I haven’t really
33 00:08:49.530 ⇒ 00:08:52.960 JARED PATTERSON: figure it out. If, like, I would be even be allowed to do
34 00:08:53.190 ⇒ 00:08:57.977 JARED PATTERSON: this work while I’m working there, although it would be ideal if I could.
35 00:08:58.690 ⇒ 00:09:02.209 JARED PATTERSON: so that’s kind of where I’m at. July 8th is kind of
36 00:09:02.470 ⇒ 00:09:04.319 JARED PATTERSON: like I’ll move into.
37 00:09:04.710 ⇒ 00:09:12.000 Uttam Kumaran: Yeah, let’s start with July. That’s totally fine. The things that I wanna kind of get settled on is I’m started doing like.
38 00:09:12.600 ⇒ 00:09:17.470 Uttam Kumaran: I think the best thing for everybody is to kind of try and do like a 4 week
39 00:09:17.510 ⇒ 00:09:23.573 Uttam Kumaran: rotation. And we have 4 different categories of like kind of distinct work.
40 00:09:24.070 ⇒ 00:09:48.899 Uttam Kumaran: for you. I think there’s opportunities to probably double up depending on like your availability. But ideally, I wanna at least get you super comfortable with like one area, which the 4 areas that I’m kind of offering is between data analysis, analytics, engineering data, engineering. And AI, I’ll be giving out a little bit more of like broad guidelines like what
41 00:09:49.257 ⇒ 00:10:07.692 Uttam Kumaran: each of those are. But I know you were primarily interested in doing data analysis. So if it’s 1 thing we get done between now and July 8, th you know, I’ll be focused on seeing whether I could really deeply integrate you onto the data analysis side. But there’s anything else out of those 4 that you’re interested in.
42 00:10:08.100 ⇒ 00:10:14.810 Uttam Kumaran: let me know. And then we’re gonna just try to pack as much as we can. To kind of give you that context.
43 00:10:15.870 ⇒ 00:10:21.080 JARED PATTERSON: Yeah, I’d say that I mean my minor. I obviously, I’m a
44 00:10:21.110 ⇒ 00:10:28.102 JARED PATTERSON: economics major. But minor in data analytics, I would say that that’s probably the main one.
45 00:10:28.860 ⇒ 00:10:32.930 JARED PATTERSON: and that’s just also like, definitely not coming from like a
46 00:10:33.050 ⇒ 00:10:37.519 JARED PATTERSON: computer science or computer engineering background. So like the technicals might lack.
47 00:10:37.890 ⇒ 00:10:47.147 JARED PATTERSON: But that’s not to say that I’m not interested in everything else, cause like I definitely am, and would like to get integrated as much as I possibly could, and everything, and just learn
48 00:10:47.700 ⇒ 00:10:48.700 JARED PATTERSON: again.
49 00:10:48.990 ⇒ 00:10:52.370 JARED PATTERSON: Not the longest period of time. But
50 00:10:53.140 ⇒ 00:10:58.890 JARED PATTERSON: yeah, whatever, honestly, and I’d maybe look to your advice on kind of where you would see
51 00:10:58.960 ⇒ 00:11:00.000 JARED PATTERSON: someone that has.
52 00:11:00.000 ⇒ 00:11:00.410 Uttam Kumaran: Yeah.
53 00:11:00.410 ⇒ 00:11:08.500 JARED PATTERSON: My background kind of where you see them fitting in, or you know, something that might be advantageous for me, looking forward to kind of getting a job later on.
54 00:11:09.550 ⇒ 00:11:14.688 Uttam Kumaran: Yeah, I honestly may see if you can work directly with me on some AI stuff
55 00:11:15.090 ⇒ 00:11:17.990 Uttam Kumaran: which is primarily related to
56 00:11:18.050 ⇒ 00:11:20.610 Uttam Kumaran: like automating some of our
57 00:11:20.750 ⇒ 00:11:24.779 Uttam Kumaran: internal engineering processes and kind of give you an understanding of like, basically how
58 00:11:25.020 ⇒ 00:11:34.587 Uttam Kumaran: we do like engineering leadership and engineering management. And then also have you focus squarely on data analysis, the analytics, engineering and data engineering pieces.
59 00:11:35.830 ⇒ 00:11:40.279 Uttam Kumaran: it’s gonna be tough to get into that without having a solid
60 00:11:40.350 ⇒ 00:11:59.960 Uttam Kumaran: foundation and data analysis. So that’s what I really wanna focus on. But let’s see, I mean, I’m gonna put together like a curriculum between now and then. And you’re you’re also everybody’s gonna have access to all the materials for everything. So like, you can come back later and look at basically, everybody’s on all the 4. It’s gonna be one standard process.
61 00:11:59.960 ⇒ 00:12:20.050 Uttam Kumaran: So just because we don’t get through it. Now, it doesn’t mean you like lose access to everything. So we’re putting together like kinda like courses and stuff to read, and a ton of knowledge and then, of course, like what I wanna do also between now and then is also connect you with a lot of different people in industry, both in the company and external, who will be talking about.
62 00:12:20.050 ⇒ 00:12:34.840 Uttam Kumaran: You know the field that that you’re particularly focused in. So I’ll be bringing on hopefully, like at least one or 2 people to kind of talk about their path forward data analysis. And you can get a different perspective. But of course, we have people internally that are doing analysis as well.
63 00:12:34.950 ⇒ 00:12:43.754 Uttam Kumaran: So let’s see what we could do. I mean, I wanna I wanna number one, have you leave with a really good foundation and data analysis. And then I’m gonna think about
64 00:12:44.170 ⇒ 00:12:49.761 Uttam Kumaran: where’s the best way for you to leverage your time as well to allow you to kind of go into this field.
65 00:12:50.570 ⇒ 00:13:06.052 Uttam Kumaran: I also wanna balance it with making sure that you can take on one or 2 projects and actually deploy stuff up to production or be involving actual like analysis project that goes to a client. So you can kind of see how we work with a lot of different people.
66 00:13:06.490 ⇒ 00:13:09.719 Uttam Kumaran: but I’m confident I mean, we have plenty of time between now and then, so.
67 00:13:10.120 ⇒ 00:13:15.980 JARED PATTERSON: Yeah, I was also just kind of touching on what you said with the AI that stuff super interesting to me. And then
68 00:13:16.130 ⇒ 00:13:24.529 JARED PATTERSON: another thing. It’s not really referenced on the sheet, but like I just thought about it because another one of my minors is the like entrepreneur studies so kind of like
69 00:13:24.550 ⇒ 00:13:28.149 JARED PATTERSON: building a business from ground up. And that’s something that I think like
70 00:13:28.550 ⇒ 00:13:34.060 JARED PATTERSON: just my background. And what you’ve kind of built so far is another reason that, like
71 00:13:34.390 ⇒ 00:13:37.060 JARED PATTERSON: another area that I could look at just you know.
72 00:13:37.150 ⇒ 00:13:45.780 JARED PATTERSON: the entrepreneur nature of starting your own business. So like that’s why I think the shadowing you or dealing with AI internally. Stuff like that might be interesting as well.
73 00:13:46.440 ⇒ 00:13:57.470 Uttam Kumaran: Yeah. And actually, I mean, I think that’s actually spot on like a lot of the stuff I’m thinking about. AI is not really like client facing. It’s almost like, How do I run this business faster and cheaper?
74 00:13:57.580 ⇒ 00:13:58.790 Uttam Kumaran: So it’s actually like.
75 00:13:58.960 ⇒ 00:14:13.310 Uttam Kumaran: it’s actually not the reason I said I. I have it labeled as AI is like, that’s what I think is the solution. But frankly, the problems I’ll be putting up are process problems and like communication problems that
76 00:14:13.410 ⇒ 00:14:22.559 Uttam Kumaran: if we could solve it with AI, it’s great. But we’re also trying to solve it without better processes. So I actually think, if that’s an area that you want to focus on. Then
77 00:14:22.740 ⇒ 00:14:39.318 Uttam Kumaran: that’s amazing cause I need so much help on some stuff. But the same time I want to leverage I think what I’ll be able to help you do is think about ways where we can leverage. Jr. For example, one of the projects is like, we have these meetings that are being recorded.
78 00:14:39.630 ⇒ 00:14:56.030 Uttam Kumaran: what? What typically happens like if I’m meeting with a client or have a sales meeting I go through. I look at the Transcript. I like paste that at the Gbt. It gives me like notes. That stuff I wanna like kind of automate with like zapier stuff like that. And I wanna kind of do that for me. And there’s a project manager that’s on our team now, too.
79 00:14:56.040 ⇒ 00:14:59.229 Uttam Kumaran: And basically our Kpi will be like, can we
80 00:14:59.250 ⇒ 00:15:04.100 Uttam Kumaran: process like 10 times more of these meetings? And so those are things that like
81 00:15:04.600 ⇒ 00:15:06.229 Uttam Kumaran: I. Honestly, if
82 00:15:06.480 ⇒ 00:15:13.769 Uttam Kumaran: I would, I wish I could hire somebody to do that right now, and I think it’s a great to learn. And I think in in that you actually come, sit with us and learn
83 00:15:13.800 ⇒ 00:15:28.370 Uttam Kumaran: what are the really like esoteric problems running a business that’s more about like, Oh, my God, there’s like so much information. There’s a lot of communication, and you’ll get you’ll get an understanding of everything from the sales side to the execution, to the actual
84 00:15:28.470 ⇒ 00:15:45.849 Uttam Kumaran: deployment of stuff, to the client, to the feedback and kind of see that whole thing. So actually, maybe let’s do that. I’m not sure who else on the team yet is gonna be focused on AI may just be you, because there’s only 4 folks. And it seems like a lot of people are more interested in like the
85 00:15:46.500 ⇒ 00:16:08.339 Uttam Kumaran: analytics, engineering, or the data engineering. But let’s do that. And that’d be. And again, I would also say, that’s that would be the area where there’s like it’d be a tract, actually a tremendous help for me. The other stuff is like we, we have some people doing data, engineering and stuff like that. So it’s that’s what? Mainly for you guys. But actually, there’s like a lot of stuff that I really really need help with on the AI side that we’re like.
86 00:16:08.380 ⇒ 00:16:21.359 Uttam Kumaran: that is showing some promise that I’m that I’m even using today. So I think that’d be great. So let’s focus on those 2 things. And then once we get closer to July, I’ll help you think about you know what the future is. Let’s just like punt that for a bit.
87 00:16:21.732 ⇒ 00:16:24.879 Uttam Kumaran: So don’t be nervous about that. Let’s just keep going on stuff.
88 00:16:26.940 ⇒ 00:16:30.629 Uttam Kumaran: so and then the last. So I think those are the big things. So
89 00:16:31.440 ⇒ 00:16:37.320 Uttam Kumaran: I think, yeah, I’ll I’ll kind of still send some notes on all 4 areas. But I think we’ll focus on data analysis
90 00:16:37.370 ⇒ 00:16:41.315 Uttam Kumaran: and kind of like shadowing me for some AI stuff.
91 00:16:41.890 ⇒ 00:17:10.409 Uttam Kumaran: Well, the things for Friday would really be that filling out the entire notion, Doc. And then kind of working on that slide. 5 slides that you’ll be able to present to the team on Friday. In between now and in between. Now and then. I’m working on basically for each of the 4 disciplines like we’re working on curriculum and like resources and things like that. So the 1st one we’ll tackle is data analysis. I’m beginning to give you access to
92 00:17:10.640 ⇒ 00:17:15.786 Uttam Kumaran: like all the tools we use documentation like where to go learn. And then also,
93 00:17:16.800 ⇒ 00:17:20.150 Uttam Kumaran: we’ll kind of arrive on like, maybe what what is like one
94 00:17:20.200 ⇒ 00:17:22.549 Uttam Kumaran: thing we want to drive towards by the end of
95 00:17:22.920 ⇒ 00:17:33.099 Uttam Kumaran: is like 5, 6 weeks or 4 or 4 or 5 weeks or so in the data analysis realm. And then we’ll move on to doing that same thing on the AI side.
96 00:17:33.670 ⇒ 00:17:36.892 Uttam Kumaran: so we’ll start with data analysis, because that’s the area I really want.
97 00:17:37.190 ⇒ 00:17:47.128 Uttam Kumaran: I think there’s gonna be a few other people that are interested in that and we’ll work on kind of like. What a what a learning curriculum is! We’ll kind of have a schedule for for meeting
98 00:17:47.610 ⇒ 00:17:52.049 Uttam Kumaran: and then we’ll agree on like what a what a project could be. By the by the end of that.
99 00:17:52.160 ⇒ 00:17:55.980 Uttam Kumaran: a lot of the time I want actually to be spent. And you guys
100 00:17:56.060 ⇒ 00:18:22.989 Uttam Kumaran: looking at real data sets exploring data, using some of these modern tools, but also working in like some of these technical environments, like setting up your local environment, bringing up tools locally on your laptop and like presenting to people and so those are the skill sets that are like it’s it’s not. It’s no longer like class where you’re just presenting. And it’s like check. It’s like people are. Gonna ask tougher questions. And you’re gonna have to see a little bit like around the corner on some stuff. So that’s where I wanna get
101 00:18:23.308 ⇒ 00:18:32.259 Uttam Kumaran: some of that. And also I I’ll be assigning everybody like a mentor. So internally, we have people that work across all 4 of these, so you’ll be you’ll have someone
102 00:18:32.350 ⇒ 00:18:40.249 Uttam Kumaran: assign instead of me like in addition to me. To kind of like bounce questions off of that that’ll be open and available. So.
103 00:18:41.380 ⇒ 00:18:46.889 JARED PATTERSON: Sweet. Yeah, no, I’m excited. I was kinda curious about like how much time
104 00:18:47.140 ⇒ 00:18:52.629 JARED PATTERSON: you’d like dedicated. Just so it’s easier for me to kind of schedule around what what you guys are looking for?
105 00:18:52.952 ⇒ 00:18:54.930 JARED PATTERSON: And I know some of the interns
106 00:18:54.960 ⇒ 00:18:58.690 JARED PATTERSON: aren’t in like the same time zone as me you’re not even the same one as me. But
107 00:18:59.158 ⇒ 00:19:15.350 JARED PATTERSON: as far as just like kind of scheduling a day or like, you know, the week out. So if I do have appointments, I’m only home for so long. I’m trying to get my appointments that like away, so I can do them when so I don’t have to do them when I’m gone. So basically, yeah, like, if you could kinda outline something like that.
108 00:19:16.550 ⇒ 00:19:23.270 Uttam Kumaran: Yeah. So we’ll so my hours typically during the day are like 9 to 6 central
109 00:19:23.912 ⇒ 00:19:29.400 Uttam Kumaran: will. The I kind of agreed with the folks that are on in in
110 00:19:29.520 ⇒ 00:19:34.580 Uttam Kumaran: on Asia time to basically be available until around like 12 or one
111 00:19:35.080 ⇒ 00:19:36.100 Uttam Kumaran: central.
112 00:19:36.140 ⇒ 00:19:52.210 Uttam Kumaran: So I would say, like morning to afternoon. If you can keep available. That’s basically where all the meetings may be. So probably like 9 to one or so central or 8 to one central, if that’s possible. Again, we’re not like a meeting heavy
113 00:19:52.300 ⇒ 00:20:10.320 Uttam Kumaran: place. So hopefully, a lot of this will be done, Async, using notion and slack, and we’ll just meet when we need to like chat. But also I wanna book some of these folks to come talk to you all so that would be helpful just to have a general understanding like, hey? If you can keep mornings free.
114 00:20:10.670 ⇒ 00:20:11.830 Uttam Kumaran: that’s perfect.
115 00:20:12.350 ⇒ 00:20:12.920 JARED PATTERSON: Okay.
116 00:20:13.620 ⇒ 00:20:14.890 JARED PATTERSON: yeah. That works for me.
117 00:20:16.170 ⇒ 00:20:16.860 Uttam Kumaran: Okay.
118 00:20:20.100 ⇒ 00:20:24.700 Uttam Kumaran: cool. We have 12 min left. I mean, I wanted to. I could. I could talk a little bit about
119 00:20:24.900 ⇒ 00:20:48.599 Uttam Kumaran: actually, some of maybe some of the AI stuff. And because the data analysis stuff, I have a pretty good understanding of what I want to share with you. The AI stuff is where, like, I think, I’ve even just doing some stuff today where kind of want to think about like what the best way of having you kind of shadow. And like, gather all this stuff. So one is like a lot of the stuff we’re doing in AI that we need is really just like
120 00:20:49.304 ⇒ 00:20:51.830 Uttam Kumaran: for example, like taking transcripts
121 00:20:51.880 ⇒ 00:20:59.749 Uttam Kumaran: that we have meetings for translating those like using Gpt basically to say, like, take this and translate these into like summaries or into
122 00:20:59.860 ⇒ 00:21:07.500 Uttam Kumaran: into issues for the engineers to tackle another thing is also like for sales. So like, I kinda like talk to so many people in sales and
123 00:21:07.881 ⇒ 00:21:13.669 Uttam Kumaran: you’ll be able to actually watch some of these recording, and they’ll share with you. So it’s basically things like preparing even like.
124 00:21:14.240 ⇒ 00:21:42.530 Uttam Kumaran: how do we like give the AI like a little bit information about who I’m talking to, what the opportunity is, and it can like, prepare like a 1 pager, basically. So that’s pretty much what I do before every sales call anyways. So there’s things like that that are process oriented. Also, I’ll have you actually shadow the project manager who’s doing a lot of similar work. And basically, I think what we’ll do is we’ll take a week to kind of articulate what are like 2 or 3 really key areas that we can try to automate and basically save us.
125 00:21:42.630 ⇒ 00:21:44.769 Uttam Kumaran: You know, ton of time using AI,
126 00:21:44.950 ⇒ 00:21:50.550 Uttam Kumaran: and we’ll try to use Zapier and some of these like small tools to kind of like do automations.
127 00:21:50.610 ⇒ 00:21:57.489 Uttam Kumaran: But basically, I’ll kind of give you a credit card and like free range to go try whatever we want to try.
128 00:21:58.510 ⇒ 00:21:59.776 JARED PATTERSON: Yeah, no, I think
129 00:22:00.970 ⇒ 00:22:04.939 JARED PATTERSON: Also, like the sales aspect is interesting to me as well. Just cause
130 00:22:05.640 ⇒ 00:22:19.880 JARED PATTERSON: I mean my internship lasting the job I’m going into is kind of sales oriented. So it’s like, I find that interesting, too, for from an entrepreneur perspective. Yeah, no, that sounds super cool. I did something, my sophomore year, where I was like a
131 00:22:20.410 ⇒ 00:22:31.706 JARED PATTERSON: project analyst for like a company back home, and it was kind of my 1st exposure to data. And we did a lot of stuff with like power automate and kind of just automating like,
132 00:22:32.020 ⇒ 00:22:32.500 Uttam Kumaran: For work.
133 00:22:32.500 ⇒ 00:22:40.136 JARED PATTERSON: Cycle to kind of create, to increase efficiency and like speed up basically the the processes that everyone had in place.
134 00:22:40.760 ⇒ 00:22:45.250 JARED PATTERSON: and I think just in general, it’s kind of the way the future. And that’s how everything is. Gonna
135 00:22:45.800 ⇒ 00:22:50.509 JARED PATTERSON: that’s the kind of the way to make money these days. So definitely interested in.
136 00:22:50.510 ⇒ 00:22:52.129 Uttam Kumaran: Yeah, like that. So
137 00:22:52.770 ⇒ 00:22:59.059 Uttam Kumaran: yeah, if you’re really interested on the sales side, this is actually like, probably like the biggest push I’m doing in my schedule is, I’m actually
138 00:22:59.220 ⇒ 00:23:08.360 Uttam Kumaran: kind of like cutting myself off in some ways from like some of the day to day stuff purely to hook some sales. And you guys actually, like, those are the 2 priorities for me.
139 00:23:08.711 ⇒ 00:23:23.508 Uttam Kumaran: is like, focus on like getting all the interns up to speed and learning. And then, basically, I’m like, gonna go on like a sales binge for the next like 3, 4 weeks, and probably in July, start flying around a couple of places. But that’s where, like.
140 00:23:23.940 ⇒ 00:23:34.070 Uttam Kumaran: there’s a ton of opportunity. One is like generating case studies. So for all the clients that we worked on all the projects we’ve done for them. It’s actually probably easy for AI to
141 00:23:34.110 ⇒ 00:23:36.570 Uttam Kumaran: kind of take like me, just like
142 00:23:37.090 ⇒ 00:23:47.009 Uttam Kumaran: spitting out a ton of stuff that we’ve done and generating like those case studies. And those case studies are actually like pretty structured in that. We have, like 3 bullet points. We have some images, things like that.
143 00:23:47.354 ⇒ 00:23:54.710 Uttam Kumaran: On the sales side, too, is like I may like, meet somebody out or get an introduction to somebody. I schedule a meeting with them
144 00:23:55.150 ⇒ 00:24:05.580 Uttam Kumaran: ideally. It goes like 2 meetings, and we close right? So it’s like, what do we need to know to make that happen? And how can we use like AI or some of these things to help us organize around that.
145 00:24:05.700 ⇒ 00:24:10.609 Uttam Kumaran: Basically things like, what? Okay? We learned, I, I have this contact. But what do they do?
146 00:24:10.680 ⇒ 00:24:17.000 Uttam Kumaran: What are possible opportunities, like? What are some possible objections they may have, and kind of planning for that. So
147 00:24:17.270 ⇒ 00:24:31.719 Uttam Kumaran: so sometimes I have like 5 or 6 meetings between things get like more advanced. I wanna have try to do that, too. So that way, I can basically start to stack a lot of those. So those are like, really, really key opportunities. The 3rd thing is also like present
148 00:24:31.750 ⇒ 00:24:35.959 Uttam Kumaran: helping, like using AI to create like copy for decks and stuff like that. So again.
149 00:24:36.030 ⇒ 00:24:40.976 Uttam Kumaran: for every lead we get in, there’s a ton of materials that get created.
150 00:24:41.830 ⇒ 00:25:04.069 Uttam Kumaran: And so the one thing that is like, that’s typically just me doing a lot of that again. If every lead takes like a couple of hours to develop all that and get into my brain, then can only do. A couple can only do like maybe a couple per week and so ideally, it’s like I have like one per day where we’re doing like sales and potentially more. So there’s like a ton of opportunity there. And I think honestly it may.
151 00:25:04.090 ⇒ 00:25:17.080 Uttam Kumaran: it just may be helpful for you to kind of like watch through one of these processes, or like I could send you old recordings and stuff where we’ll see you pitch the business pitch, what we do, pitch our team, how our projects are structured! Things like that.
152 00:25:17.553 ⇒ 00:25:21.180 Uttam Kumaran: But again, like a lot of that is like
153 00:25:21.370 ⇒ 00:25:27.319 Uttam Kumaran: a lot of that is getting me into the meeting. And then just making sure that I’m like, basically prepared just to talk about whatever we need to do, try to close.
154 00:25:27.320 ⇒ 00:25:28.180 JARED PATTERSON: Right.
155 00:25:28.180 ⇒ 00:25:32.941 Uttam Kumaran: You know, you know the kind of the drill. So that’s where I think there’s actually a ton of opportunity.
156 00:25:33.180 ⇒ 00:25:40.080 JARED PATTERSON: Yeah, no, I think that like, especially just kind of based off what you just said, the streamlining the sales process.
157 00:25:40.210 ⇒ 00:25:42.109 JARED PATTERSON: So that kind of like, you know.
158 00:25:43.260 ⇒ 00:25:53.619 JARED PATTERSON: you have this knowledge going in where it’s like, okay, this is where I see this client or potential client needing our help. This is how we would kind of attack that. And then.
159 00:25:54.030 ⇒ 00:25:56.140 JARED PATTERSON: if they were to have, I guess
160 00:25:57.520 ⇒ 00:26:03.259 JARED PATTERSON: you’re preparing for any like rebuttals or anything, they might come back you with but yeah, no, that that seems.
161 00:26:03.260 ⇒ 00:26:03.710 Uttam Kumaran: Yeah.
162 00:26:03.710 ⇒ 00:26:05.370 JARED PATTERSON: I find I find that stuff
163 00:26:05.460 ⇒ 00:26:10.959 JARED PATTERSON: super cool, just because I think sales are like
164 00:26:11.350 ⇒ 00:26:21.599 JARED PATTERSON: essential to any startup business and any honesty business in general. So I I think I’ve always been intrigued by them, and kinda
165 00:26:21.830 ⇒ 00:26:25.930 JARED PATTERSON: I find they’re very transferable. So you know, sales and data.
166 00:26:25.930 ⇒ 00:26:27.610 Uttam Kumaran: Yeah, I think so, maybe.
167 00:26:27.910 ⇒ 00:26:28.650 JARED PATTERSON: Yeah. Go ahead.
168 00:26:29.030 ⇒ 00:26:50.180 Uttam Kumaran: Yeah, I think no, I think so that maybe we focus on that because I’ll actually be spending a ton of time doing that. And there’s a lot of opportunity and basic. You’re able to help with sales, they said. This is the whole. There’s a whole motion in business right now, called, like Gd Gtm automation, which is like, go to market automation or revenue automation or sales automation is basically like.
169 00:26:50.230 ⇒ 00:26:52.190 Uttam Kumaran: How do you plug these holes? Which is like.
170 00:26:52.210 ⇒ 00:26:57.779 Uttam Kumaran: just, for example, like, there’s like 5 people in my text message, it’s like, Hey, can you call me? Or can we talk about data stuff
171 00:26:57.960 ⇒ 00:27:01.110 Uttam Kumaran: for them to go from like a text message to a booking
172 00:27:01.200 ⇒ 00:27:17.129 Uttam Kumaran: for me to get on that meeting, to then like talk about opportunities to then like, gather that information. Have a follow up meeting where I’m like cool. This is probably what we can do for you at this price. To then like close, that it may be right now. It’s probably like a 4 to 6 week process.
173 00:27:17.490 ⇒ 00:27:18.540 JARED PATTERSON: Well, right?
174 00:27:18.540 ⇒ 00:27:22.199 Uttam Kumaran: And and and you and it to think about what actually is the risk.
175 00:27:22.230 ⇒ 00:27:24.670 Uttam Kumaran: Here’s a risk one I forgot. I just forget.
176 00:27:24.820 ⇒ 00:27:48.370 Uttam Kumaran: Put 5 people back. 1, 2 let’s say they have like a whole they have. They want like to involve, like someone from legal blah blah blah, it gets delayed, I might put the follow up, and then we can’t make it. There’s like these scheduling issues. The 3rd thing is like in between meeting one and 2, I have to prepare like, maybe a slide deck or proposal document.
177 00:27:48.450 ⇒ 00:27:54.709 Uttam Kumaran: There’s like, Okay, what I have to spend, like, what 4 or 5 h like doing that thinking through this calling some other people.
178 00:27:55.000 ⇒ 00:28:00.079 Uttam Kumaran: The next thing is like, let’s say they want they want additions or changes to that.
179 00:28:00.130 ⇒ 00:28:05.569 Uttam Kumaran: And also, if the one thing you’ll learn about sales is sales is all about momentum like
180 00:28:05.880 ⇒ 00:28:09.839 Uttam Kumaran: you. If you get like even an inch, you try to take a mile, meaning like.
181 00:28:10.220 ⇒ 00:28:16.060 Uttam Kumaran: if you just know that there’s even a possibility things need to happen like tomorrow. And the next day and the next day you can’t be like I’ll call you.
182 00:28:16.060 ⇒ 00:28:17.440 JARED PATTERSON: Right. That’s.
183 00:28:17.440 ⇒ 00:28:21.889 Uttam Kumaran: They’ll they’ll just forget that they needed this, or it’ll just become a a non priority. So
184 00:28:22.150 ⇒ 00:28:25.600 Uttam Kumaran: part of this game is like, how fast. Can we have these cycles?
185 00:28:25.896 ⇒ 00:28:43.460 Uttam Kumaran: And so like for me to be able to say like, Oh, you guys are in manufacturing. Well, here’s our 3 case studies about manufacturing like, and let’s hop on a call tomorrow to follow up, and I’ll get to you pricing and everything, and then like, let’s hop on before Friday to close again those that’s the kind of like speed that I wanna have.
186 00:28:43.470 ⇒ 00:28:57.889 Uttam Kumaran: And we’re not at that right. If it takes 4 to 6 weeks for me to close a deal. That’s 4 to 6 weeks of risk every day is a risk, and we’ve lost stuff, because I’ve just like either taken too long for me to to do that, or like we haven’t had case studies on hand.
187 00:28:58.270 ⇒ 00:29:00.599 Uttam Kumaran: The other thing with data.
188 00:29:00.887 ⇒ 00:29:06.029 Uttam Kumaran: And I’ll send you this. I’ll send you this Zoom Meeting, by the way, so we can keep track of this, because this is just me like kind of
189 00:29:06.240 ⇒ 00:29:08.949 Uttam Kumaran: we’re vomiting about this sort of problem. But.
190 00:29:08.950 ⇒ 00:29:09.960 JARED PATTERSON: No, it’s I love it.
191 00:29:10.357 ⇒ 00:29:11.550 Uttam Kumaran: Data, too, is.
192 00:29:11.850 ⇒ 00:29:24.670 Uttam Kumaran: yeah. The thing about data is that a lot of people are really concerned with their specific problem meaning, they’re like, Oh, I’m in I’m in e-commerce like, Do you guys work with e-commerce companies.
193 00:29:24.970 ⇒ 00:29:47.850 Uttam Kumaran: even if we work with other company, and they’re but they’re like, Oh, we wanna, we need help with our sales data. The problem is these guys don’t. They don’t realize that like sales data is the same everywhere. If you sell stuff, there’s a transaction there’s customers associated with. There’s money associated with it. So for me. And I used to be like, Yeah, we could do that. But they’re like, Oh, have you worked with e-commerce companies? They wanna see like actual clients. We work with what we did for them. The outcomes we saw for them.
194 00:29:47.920 ⇒ 00:29:53.580 Uttam Kumaran: and they may want a desk they may want. They may want a link to that they may want like a Pdf.
195 00:29:53.800 ⇒ 00:30:03.469 Uttam Kumaran: so it’s like having all that collateral easy to grab is also one thing that it’s again, just stuff that like we need to do. And I would love to use AI basically like
196 00:30:03.810 ⇒ 00:30:06.150 Uttam Kumaran: speed that process out of it.
197 00:30:06.950 ⇒ 00:30:09.999 Uttam Kumaran: so there’s a lot of opportunity here on
198 00:30:10.270 ⇒ 00:30:16.170 Uttam Kumaran: being on, like on everything on the sales phone from getting more leads to moving leads.
199 00:30:16.439 ⇒ 00:30:23.411 Uttam Kumaran: Either disqualifying leads, cause they they can’t afford us, or they’re not in the right fit or qualifying them. And then basically, like, how fast can it close?
200 00:30:24.010 ⇒ 00:30:27.169 Uttam Kumaran: That’s gonna be the next like, 3 months of my life basically is like.
201 00:30:27.190 ⇒ 00:30:32.850 Uttam Kumaran: this is like, this is basically like the next do or die thing for the business is like figuring out if I can really
202 00:30:33.298 ⇒ 00:30:36.371 Uttam Kumaran: hit sales reliably right now it’s been
203 00:30:36.920 ⇒ 00:30:44.030 Uttam Kumaran: I’ve just been getting business word amount, which is good, and that like I haven’t done much marketing or sales, but it’s unreliable.
204 00:30:44.460 ⇒ 00:30:46.010 Uttam Kumaran: And like
205 00:30:46.430 ⇒ 00:30:50.330 Uttam Kumaran: I’m like waking up like in a sweat, thinking about like when the next deal is gonna come.
206 00:30:50.330 ⇒ 00:30:51.040 JARED PATTERSON: Yeah.
207 00:30:51.040 ⇒ 00:31:09.629 Uttam Kumaran: So instead, I want this to be like A, okay, we, we are nurturing leads. We have a we have about a hundred people like, I say, a hundred leads is 10% conversion rate with spect. Those are the kind of things that I wanna begin to learn. And a lot of that is data, right? Like, that’s a lot of data we do for people is like sales conversion
208 00:31:09.810 ⇒ 00:31:11.800 Uttam Kumaran: looking people coming down a funnel.
209 00:31:12.070 ⇒ 00:31:13.229 JARED PATTERSON: Yeah. The sales funnel.
210 00:31:13.230 ⇒ 00:31:14.539 Uttam Kumaran: You know things like that.
211 00:31:14.740 ⇒ 00:31:15.920 Uttam Kumaran: Yeah, yeah.
212 00:31:15.920 ⇒ 00:31:24.219 JARED PATTERSON: No, i i i’d love to kinda get involved with that and focus a little bit of whatever I have the 4 weeks on that. So.
213 00:31:25.640 ⇒ 00:31:29.886 Uttam Kumaran: Okay, cool. So why don’t we? Honestly, why don’t I like grab time?
214 00:31:30.450 ⇒ 00:31:33.219 Uttam Kumaran: I’m having a sales conversation tomorrow
215 00:31:33.500 ⇒ 00:31:38.190 Uttam Kumaran: with somebody? Maybe I’ll grab time with you in
216 00:31:38.750 ⇒ 00:31:41.794 Uttam Kumaran: like. Are you free tomorrow, anytime before
217 00:31:42.290 ⇒ 00:31:44.350 Uttam Kumaran: like 3 Eastern.
218 00:31:45.140 ⇒ 00:31:51.654 JARED PATTERSON: I should be. Yeah, I I mean, I’ll I’ll have a better idea tonight. I just I have this appointment.
219 00:31:52.020 ⇒ 00:31:56.924 JARED PATTERSON: and I don’t know if I need to have a follow up tomorrow. But yeah, that should be fine.
220 00:31:58.690 ⇒ 00:32:02.320 Uttam Kumaran: I’m just gonna throw time somewhere and
221 00:32:02.330 ⇒ 00:32:05.329 Uttam Kumaran: cause I wanna actually talk to you about the sales.
222 00:32:05.800 ⇒ 00:32:06.950 Uttam Kumaran: The sales
223 00:32:07.060 ⇒ 00:32:10.899 Uttam Kumaran: thing that I’m working on with somebody and get your feedback, and then
224 00:32:11.200 ⇒ 00:32:16.820 Uttam Kumaran: I’ll even see if you could join. I’ll have to think about it. I don’t want to spook this guy.
225 00:32:16.820 ⇒ 00:32:19.170 JARED PATTERSON: Yeah, no, I I honestly, if it if it
226 00:32:19.260 ⇒ 00:32:21.369 JARED PATTERSON: I I prefer like
227 00:32:21.460 ⇒ 00:32:22.590 JARED PATTERSON: I don’t wanna be.
228 00:32:22.590 ⇒ 00:32:23.120 Uttam Kumaran: Yeah.
229 00:32:23.120 ⇒ 00:32:26.401 JARED PATTERSON: You know, like someone that causes something not to go right.
230 00:32:26.915 ⇒ 00:32:32.740 Uttam Kumaran: Yeah, no, no, that’s not what I’m thinking. But I mean, I wanna I want I want you to see the real deal and like feel the
231 00:32:32.950 ⇒ 00:32:34.929 Uttam Kumaran: feel the kind of thing, because
232 00:32:35.374 ⇒ 00:32:45.165 Uttam Kumaran: but again, I record every meeting so like, I have like 10 different sales meetings that I can send to you. You can see me small talk, and I try to get these people to give us some money, so.
233 00:32:45.410 ⇒ 00:32:47.707 JARED PATTERSON: Yeah, no, I I love that.
234 00:32:48.490 ⇒ 00:32:49.290 Uttam Kumaran: I, I.
235 00:32:49.290 ⇒ 00:32:52.529 JARED PATTERSON: Be happy to help with any way I can for that stuff. So.
236 00:32:57.460 ⇒ 00:32:58.170 Uttam Kumaran: Okay.
237 00:32:58.370 ⇒ 00:33:01.629 Uttam Kumaran: awesome. Yeah. And I know, it’s kind of been like
238 00:33:01.760 ⇒ 00:33:08.079 Uttam Kumaran: getting through this thing. But I’m basically taking myself out of a lot of stuff to focus on you guys and focus on sales. So I think
239 00:33:08.160 ⇒ 00:33:13.100 Uttam Kumaran: you get the best of both worlds. Cause sales related, I’m I’m actually just gonna start including you.
240 00:33:13.475 ⇒ 00:33:15.820 Uttam Kumaran: and that’s really really helpful. And then
241 00:33:16.180 ⇒ 00:33:17.350 Uttam Kumaran: will also
242 00:33:17.520 ⇒ 00:33:36.479 Uttam Kumaran: basically get you up to speed on everything data analysis, wise and start, including you on meetings and things associated with that where you can kind of watch how we talk about data analysis. You’ll be Jacob on our team as like a senior analyst. And he’ll kind of talk about his background and some of the projects he’s working on
243 00:33:36.949 ⇒ 00:33:40.139 Uttam Kumaran: and then we’ll just basically try to hammer sales. So.
244 00:33:40.540 ⇒ 00:33:41.280 JARED PATTERSON: Sounds good.
245 00:33:41.790 ⇒ 00:33:42.980 JARED PATTERSON: Sounds like a plan.
246 00:33:44.150 ⇒ 00:33:44.949 Uttam Kumaran: Alright! Dude!
247 00:33:45.650 ⇒ 00:33:47.150 JARED PATTERSON: Alright. Yeah, thank you.
248 00:33:47.384 ⇒ 00:33:49.489 Uttam Kumaran: Okay, you have my, you have my, so yeah.
249 00:33:49.530 ⇒ 00:33:58.209 Uttam Kumaran: yeah, you have my slack. Just hit me. If you need anything. Otherwise I’ll just be sending stuff in slack the rest of today. And then we’ll we’ll talk tomorrow morning.
250 00:33:58.670 ⇒ 00:34:00.239 JARED PATTERSON: Sounds good. Thank you.
251 00:34:01.540 ⇒ 00:34:01.945 Uttam Kumaran: Alright!
252 00:34:02.750 ⇒ 00:34:04.400 Uttam Kumaran: Thanks, Jody. Talk to you soon.