Meeting Title: Weekly Client Review Date: 2024-12-19 Meeting participants: Robert Tseng, Nicolas Sucari, Uttam Kumaran


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1 00:02:18.090 00:02:19.090 Nicolas Sucari: Hey? You, Tom?

2 00:02:19.540 00:02:20.180 Uttam Kumaran: Hey!

3 00:02:24.860 00:02:33.409 Nicolas Sucari: Hey, should we? I was just thinking, should we post something on Linkedin like with these, with the image that you.

4 00:02:33.410 00:02:37.920 Uttam Kumaran: Yes, we definitely should I? I was thinking the same thing.

5 00:02:38.840 00:02:40.930 Nicolas Sucari: It should be good also.

6 00:02:44.390 00:02:47.540 Uttam Kumaran: Yeah, I was thinking the same thing. So we can. Let’s plan on something for that.

7 00:02:50.060 00:02:51.759 Nicolas Sucari: It was really a really good meeting.

8 00:02:51.760 00:02:52.520 Uttam Kumaran: Yeah.

9 00:03:07.590 00:03:08.520 Robert Tseng: Hey, guys.

10 00:03:09.130 00:03:09.980 Uttam Kumaran: Hey!

11 00:03:10.340 00:03:11.190 Nicolas Sucari: Hey, Robert.

12 00:03:17.720 00:03:18.630 Robert Tseng: Oh, my! Gosh!

13 00:03:38.600 00:03:43.450 Nicolas Sucari: Tom, I I moved all of the pull parts tickets to the

14 00:03:44.260 00:03:46.999 Nicolas Sucari: do they? Come on that? Do they? Come on dashboard, I think.

15 00:03:47.240 00:03:51.179 Nicolas Sucari: Well, I added them in the data homepage, but you should be able to see it right.

16 00:03:58.980 00:04:01.209 Uttam Kumaran: let me check here. Let me share my screen.

17 00:04:16.920 00:04:22.960 Uttam Kumaran: So yeah, from here. Then, if I go like in engineering, I basically created a view.

18 00:04:23.480 00:04:25.440 Uttam Kumaran: So yeah, I see everything here. Now. Okay.

19 00:04:25.570 00:04:26.890 Nicolas Sucari: Excellent. Bye-bye.

20 00:04:27.460 00:04:28.160 Nicolas Sucari: Yep.

21 00:04:33.750 00:04:37.959 Nicolas Sucari: I added a lot of the a lot of task types

22 00:04:38.300 00:04:40.180 Nicolas Sucari: so that we can add the data once.

23 00:04:40.470 00:04:44.629 Nicolas Sucari: But you you can check, and if you want to delete some of those, I think that’s fine.

24 00:04:49.060 00:04:51.610 Uttam Kumaran: I think the biggest thing is, instead of

25 00:04:52.950 00:04:56.370 Uttam Kumaran: feature, wanna make it more specific.

26 00:04:58.020 00:05:00.530 Nicolas Sucari: Okay, well, how? What should we?

27 00:05:01.550 00:05:04.960 Uttam Kumaran: Well, I guess, like what is like for this one. This is a feature.

28 00:05:05.210 00:05:10.319 Uttam Kumaran: This is, let’s see, this is doing like an analysis.

29 00:05:10.700 00:05:12.939 Nicolas Sucari: Okay, this is set a model one.

30 00:05:14.300 00:05:16.449 Uttam Kumaran: Okay, I would say, this is like an analysis.

31 00:05:16.820 00:05:22.950 Nicolas Sucari: Okay, let me add it, or did you change it? No, in the weather one right.

32 00:05:27.850 00:05:36.030 Uttam Kumaran: And then for the bug, I would probably do bug slash reason.

33 00:05:36.970 00:05:37.610 Nicolas Sucari: Okay.

34 00:05:38.630 00:05:41.930 Uttam Kumaran: So it could be like bug stale data bug

35 00:05:42.180 00:05:46.459 Uttam Kumaran: missing data. That way, we can start to categorize the bugs.

36 00:05:53.420 00:05:57.850 Nicolas Sucari: Yeah, real error. This is.

37 00:06:16.920 00:06:26.780 Uttam Kumaran: And then I think the only other thing from here is just linking these

38 00:06:27.250 00:06:33.689 Uttam Kumaran: linking like, for example, the pool parts Q. 4. Linking all the tickets to this project.

39 00:06:34.340 00:06:38.840 Uttam Kumaran: which I don’t know. Currently that’s done or not yet.

40 00:06:40.870 00:06:43.369 Nicolas Sucari: Yeah, I think we can do that. I mean.

41 00:06:44.590 00:06:51.210 Nicolas Sucari: maybe we have the client, but we don’t have the project. But I can create a field if you want? Or do you want Marianne to do it?

42 00:06:51.530 00:06:55.890 Uttam Kumaran: Yeah, you can go ahead. And just as long as it links.

43 00:06:56.710 00:07:00.909 Uttam Kumaran: Yeah, in the AI data you could just link to project.

44 00:07:01.350 00:07:02.209 Uttam Kumaran: And then.

45 00:07:02.680 00:07:04.210 Nicolas Sucari: This is in brain.

46 00:07:04.210 00:07:09.749 Uttam Kumaran: Because the way this works is this looks at oh, the number of tabs.

47 00:07:10.790 00:07:14.550 Uttam Kumaran: Actually, I don’t wait, maybe just ask. Just ask her to do that.

48 00:07:14.840 00:07:15.530 Nicolas Sucari: All right.

49 00:07:17.690 00:07:23.490 Nicolas Sucari: But but where? Where? What is the where? Where are they getting those tasks? I don’t know if we’re looking at the same the same.

50 00:07:23.490 00:07:26.171 Uttam Kumaran: Yeah, that’s why I don’t know. I I think just

51 00:07:26.730 00:07:29.429 Uttam Kumaran: basically just screenshot this, or like.

52 00:07:29.700 00:07:34.230 Uttam Kumaran: say, like, we want to create a column that shows the tasks completed.

53 00:07:34.740 00:07:35.320 Nicolas Sucari: Okay.

54 00:07:35.320 00:07:36.610 Uttam Kumaran: For every project.

55 00:07:37.480 00:07:40.789 Nicolas Sucari: This is inside meetings no where it is.

56 00:07:41.150 00:07:42.300 Uttam Kumaran: This one.

57 00:07:42.300 00:07:42.970 Nicolas Sucari: Client.

58 00:07:42.970 00:07:44.410 Uttam Kumaran: This is like, if you go to.

59 00:07:44.550 00:07:48.490 Uttam Kumaran: if you go to you type in weekly client review.

60 00:07:48.830 00:07:50.769 Uttam Kumaran: Okay? Yeah, yeah.

61 00:08:01.600 00:08:07.750 Uttam Kumaran: Okay. I kind of ran out of time to spend a ton of time on this. But I do want to talk about

62 00:08:08.290 00:08:12.150 Uttam Kumaran: all of our active clients today, and

63 00:08:12.650 00:08:18.340 Uttam Kumaran: generally do a couple of things. One get a sense of all active clients, how things are going.

64 00:08:18.560 00:08:20.690 Uttam Kumaran: Second, I want to talk about

65 00:08:24.327 00:08:35.049 Uttam Kumaran: like planning basically new clients that are gonna be coming online, that we need to plan for. And then any like process changes basically around

66 00:08:35.280 00:08:38.549 Uttam Kumaran: client reviews and project management.

67 00:08:38.659 00:08:40.750 Uttam Kumaran: If that works for everybody.

68 00:08:42.200 00:08:42.820 Robert Tseng: Yeah, sounds good.

69 00:08:42.820 00:08:43.490 Nicolas Sucari: Of course.

70 00:08:43.490 00:08:46.939 Uttam Kumaran: Okay, cool. So these are currently the

71 00:08:47.650 00:08:51.480 Uttam Kumaran: projects that we have right now, I guess these ones, I’ll

72 00:08:51.880 00:08:59.840 Uttam Kumaran: I would say, are done technically. So I’m just going to mark them as

73 00:09:03.750 00:09:10.503 Uttam Kumaran: I’m just gonna leave these all here and just mark this one as done. So Peep is done right. So I guess.

74 00:09:11.030 00:09:16.739 Uttam Kumaran: Robert, tell me like, what? What’s the what happened with Peep? And then how do we think about them for the future?

75 00:09:17.613 00:09:19.029 Robert Tseng: Well, I mean, they just.

76 00:09:19.390 00:09:21.450 Uttam Kumaran: Oh, yeah, they usually folded. Okay? So then.

77 00:09:21.450 00:09:23.410 Robert Tseng: They’re out, they’re out of runway. They’re just.

78 00:09:24.720 00:09:25.190 Uttam Kumaran: Okay.

79 00:09:26.580 00:09:27.060 Nicolas Sucari: Yeah.

80 00:09:27.372 00:09:29.869 Uttam Kumaran: Okay, so we’ll just mark them as done.

81 00:09:29.980 00:09:39.280 Uttam Kumaran: Javi, I want to mark this one as done. And then basically, we’re planning the one for next quarter.

82 00:09:41.160 00:09:45.709 Uttam Kumaran: Do we want to talk about here like what the key priorities are for? This project?

83 00:09:47.204 00:09:47.730 Robert Tseng: Stuff.

84 00:09:47.730 00:09:52.780 Uttam Kumaran: Yeah. So like for q, 1 Javi, and then I can start. We can start making sure that this gets filled out

85 00:09:52.910 00:09:53.730 Uttam Kumaran: with tasks.

86 00:09:53.730 00:09:57.520 Robert Tseng: Yeah. You want to look at the the slide. This the deck. I think I have.

87 00:09:57.520 00:10:00.380 Uttam Kumaran: Oh, yeah, perfect, perfect. Sorry. I forgot.

88 00:10:00.380 00:10:03.830 Robert Tseng: Yeah, no worries. And then I’m gonna add a couple of other projects for planning.

89 00:10:05.770 00:10:08.019 Robert Tseng: So we have to kick off Eden.

90 00:10:08.660 00:10:12.450 Robert Tseng: Then we also have to kick off arch Helper.

91 00:10:13.530 00:10:14.719 Robert Tseng: But that’s just

92 00:10:39.720 00:10:40.800 Robert Tseng: oh, that’s fine!

93 00:10:57.320 00:10:58.720 Uttam Kumaran: Okay, this is perfect.

94 00:10:59.240 00:11:04.577 Uttam Kumaran: Okay? Then, what? What I’m gonna take as a task is, basically, how do we?

95 00:11:05.130 00:11:07.920 Uttam Kumaran: I think, Nico, one thing that maybe we can work on

96 00:11:08.430 00:11:15.080 Uttam Kumaran: and cause I’ll be planning some other projects, too, is like, how do we build a backlog of tasks?

97 00:11:16.290 00:11:17.123 Nicolas Sucari: Yep, great.

98 00:11:18.220 00:11:18.789 Uttam Kumaran: So let’s make.

99 00:11:20.230 00:11:33.489 Nicolas Sucari: Ideally before. Yeah, before starting ideally. We should like grab some time and start like writing the requirements into tasks so that we can fill the backlog, and then planning with the team, just assigning and

100 00:11:33.820 00:11:35.860 Nicolas Sucari: sharing what we need to be done right.

101 00:11:35.860 00:11:36.850 Uttam Kumaran: Exactly. Yeah.

102 00:11:37.930 00:11:38.670 Nicolas Sucari: Perfect.

103 00:11:39.170 00:11:39.740 Uttam Kumaran: Okay.

104 00:11:42.902 00:11:49.560 Uttam Kumaran: pool parts to go. q, 1. Yeah. I think we need to also think about like, basically for this project.

105 00:11:50.106 00:11:54.139 Uttam Kumaran: I wanna try to have like an account management meeting with them.

106 00:11:55.065 00:11:55.780 Uttam Kumaran: Yeah.

107 00:11:56.000 00:11:59.229 Uttam Kumaran: And think through like priorities for q, 1.

108 00:12:01.040 00:12:01.700 Nicolas Sucari: Yeah.

109 00:12:02.410 00:12:03.340 Uttam Kumaran: So.

110 00:12:13.300 00:12:16.070 Nicolas Sucari: Yeah, having a meeting with Ben and Dan to discuss.

111 00:12:16.240 00:12:18.790 Nicolas Sucari: That would be good.

112 00:12:18.910 00:12:23.089 Nicolas Sucari: Maybe we can. We can like ask them before the meeting

113 00:12:23.230 00:12:34.669 Nicolas Sucari: so that they can come into the meeting and share with us, like what would be those priorities, and so, or some guidelines, so that we can go and then create all of the sorry we task, and that kind of stuff.

114 00:12:39.880 00:12:42.489 Uttam Kumaran: Yeah. So I need to book this am meeting.

115 00:12:50.660 00:13:01.169 Uttam Kumaran: Great so, Javi, we have figured out, I think. Let’s talk about the hard ones first.st So let’s I want to get everybody’s perspective on, like what to do for Vitaco.

116 00:13:01.380 00:13:12.849 Uttam Kumaran: Basically, they like the initial project we did for them was just like 5 K, just like hours to do it. We didn’t. This was like before, we kind of thought through like outcome based and stuff like that.

117 00:13:13.110 00:13:20.880 Uttam Kumaran: Basically, I talked to Eddie. He’s like, Look I we I was able to get like 10 K budget for you for next year. I’m like there is no way that’s gonna work.

118 00:13:21.505 00:13:24.060 Uttam Kumaran: But basically, I need to think of.

119 00:13:24.180 00:13:30.299 Uttam Kumaran: I need to basically go back to them with a renewal to think through what the contract could be for next year.

120 00:13:30.410 00:13:39.869 Uttam Kumaran: I do think that he can probably get it a little bit higher, but at the moment the cost for us to run. The solution is around 4 KA month.

121 00:13:40.460 00:13:47.539 Uttam Kumaran: so that alone like eats up, eats like amuse everything.

122 00:13:49.140 00:13:54.210 Uttam Kumaran: But I think like, how how’s the maintenance of it.

123 00:13:54.950 00:14:00.720 Uttam Kumaran: The maintenance is pretty easy. We’ve handed it off. Yeah, maintenance is pretty easy.

124 00:14:02.680 00:14:06.319 Uttam Kumaran: So I don’t mind. I don’t mind going back to them and saying.

125 00:14:07.220 00:14:10.629 Uttam Kumaran: This is like, this is what it is I just wanna think about

126 00:14:10.910 00:14:13.329 Uttam Kumaran: like how to have that conversation.

127 00:14:17.430 00:14:25.690 Uttam Kumaran: this one’s interesting because there is a cost to run the solution that’s quite large as well as labor. So I’m trying to think through

128 00:14:27.150 00:14:38.699 Uttam Kumaran: basically how to articulate like an actual renewal. Ideally, we. I want them to expand this to other products and other stores. Right now. They’re just doing one product

129 00:14:38.950 00:14:40.350 Uttam Kumaran: in one retailer.

130 00:14:41.719 00:14:47.469 Nicolas Sucari: Like our our point of contact. There is, Eddie, right like you’re planning talking to Eddie or someone.

131 00:14:47.470 00:14:49.860 Uttam Kumaran: Yeah, yeah. I’m planning on talking to him.

132 00:14:50.530 00:14:57.039 Nicolas Sucari: Because I think we need to ask him like to talk to someone else, too. Right? Someone who can

133 00:14:57.200 00:14:59.960 Nicolas Sucari: like be the decision maker. I don’t know.

134 00:15:00.630 00:15:03.899 Nicolas Sucari: because I don’t think Eddie is like the decision maker on this right.

135 00:15:05.910 00:15:12.859 Uttam Kumaran: Yeah, I mean, you’re right, like I, we you know where this is directly going towards the Cfo’s office, so I can see whether

136 00:15:13.780 00:15:18.767 Uttam Kumaran: we can go to meeting with them. But I guess yeah, Robert, I know you were. Gonna say something.

137 00:15:19.030 00:15:28.169 Robert Tseng: Yeah. So with this product, one product, one retailer, I guess. How does the cost scale if we roll it out to more like, I want to come back to them and say, like.

138 00:15:28.260 00:15:56.559 Robert Tseng: Hey, we’re doing this with with 1 1 product for you right now. It’s it’s 5 KA month to run. We’re just gonna whatever the actual cost is, we put a 20% margin on it. And we just say, that’s this is the cost to run, so we need at least that but if you were to 5, if you were to roll this out, you know this pilot, you know, if if we’ve been able to demonstrate the value for it, like, if if you roll it out to like 10 like 10, or I don’t know which you know, think about like the economies of scale here.

139 00:15:56.560 00:15:57.250 Uttam Kumaran: Yeah, yeah.

140 00:15:57.543 00:16:18.700 Robert Tseng: It’s it becomes incrementally like lower to to add additional products. And that’s like one way we can. We can expand it already just by saying, like, Hey, you add 10 more. They each become 1 1,000 a month additional to run and like that would be that would that could be one way to, to frame that, to just grow that particular product that you’ve already built for them.

141 00:16:19.740 00:16:20.310 Uttam Kumaran: Okay.

142 00:16:20.590 00:16:39.580 Robert Tseng: Yeah. And then we also need some budget to like, be able to do like ongoing strategy with with them, which I feel like, yeah, you need the account management piece for that. Need to have like at least at least a quarterly but ideally a monthly checking with them where you’re just like like always on the know of like.

143 00:16:39.580 00:16:40.090 Uttam Kumaran: Yeah.

144 00:16:40.090 00:16:47.167 Robert Tseng: Who? What your stakeholders thinking about, and then just like sliding yourself in there for like, hey, we can do the scope. We can do that scope?

145 00:16:47.530 00:16:53.280 Robert Tseng: or yeah? And like, yeah, I think that’s that’s kind of what we have to do to try to to win win more from them.

146 00:16:54.410 00:16:59.049 Uttam Kumaran: Okay, this is really helpful. I’m gonna figure out this, and then I’ll I’ll have enough to send this over.

147 00:16:59.050 00:17:11.389 Robert Tseng: Their their tooling budget is probably annual. I think that’s kind of how how it is. But then, like, I think they’re, they’re like they have more flexible budgets for services. So

148 00:17:11.770 00:17:16.549 Robert Tseng: they which they probably value it on a quarterly basis. So he probably was just like.

149 00:17:16.670 00:17:20.919 Robert Tseng: Oh, yeah, we’ll just budget tens here to keep this tool running. But I I don’t think.

150 00:17:20.920 00:17:26.000 Uttam Kumaran: He budgeted. He basically was like, we budgeted 10 K. For Brave Forge, I think

151 00:17:26.170 00:17:33.210 Uttam Kumaran: maybe the better way to say is like, this is some. This is like this should go into your tooling budget like the services budget.

152 00:17:33.210 00:17:48.720 Robert Tseng: Yeah, this is not a service for us anymore. This is just like part of your the tooling we we you paid us to set up, set it up. And then these are the yeah like this, this shouldn’t be part. So yeah, it’s like, okay, well, then, we still have that 10 K. Consulting budget for us, and you know we can just we can work with that.

153 00:17:49.220 00:17:53.549 Uttam Kumaran: Okay, okay, let me plan on that.

154 00:17:56.616 00:17:59.043 Uttam Kumaran: Great. Let’s talk about

155 00:18:00.753 00:18:08.270 Uttam Kumaran: Let’s talk about. Maybe let’s talk about full parts right now, Nico, do you want to talk about like how stuff is going.

156 00:18:10.980 00:18:12.380 Nicolas Sucari: Yeah, of course.

157 00:18:12.520 00:18:17.600 Nicolas Sucari: So we’ve been doing some changes. On the dashboards with the

158 00:18:17.760 00:18:35.550 Nicolas Sucari: stuff that Ben asked us. We did all the analysis on these queues and talk to chuck about the this new, this new shipping provider. We are waiting until Chuck send us more information. But we already, have kind of a strategy on how to

159 00:18:35.650 00:18:39.000 Nicolas Sucari: add that into our data we’re gonna

160 00:18:39.050 00:18:57.589 Nicolas Sucari: identify which skews and which zip codes is this shipping, sending, and when he send us the cost of it, we’re gonna add that as a table, try to create some logic in order to flag these orders so that we identify this so that we can fix the shipping price for these orders.

161 00:18:57.982 00:19:25.370 Nicolas Sucari: And then we have the weather analysis that pay us is working on and we’re still waiting on some more information to finish the master task. The master list for the skews. So that’s where we are right now we need to work on the errors that were happening. So what happened was that we we were not getting any alert or anything when something once was was broken. I think there was a DVD

162 00:19:25.815 00:19:39.479 Nicolas Sucari: run that was not working, and that’s why we were not like updating the dashboards. But there were only 2 dashboards affected. We fixed that already. So maybe we need to work on having something or creating some process to.

163 00:19:39.480 00:19:39.920 Uttam Kumaran: Yeah.

164 00:19:39.920 00:19:43.419 Nicolas Sucari: To know if we have. If every day we have, like

165 00:19:43.831 00:19:51.960 Nicolas Sucari: data from the day before, for example, right? Something that checks. If if there is data, and if it is being reflected in the dashboards, but that.

166 00:19:51.960 00:20:07.429 Uttam Kumaran: Yeah, I’m gonna work on this with the, I’m gonna talk through this with the entire data team as like a platform thing. And basically, anytime we roll out Dbt or real, we’re gonna have a process for that alerting. I’ll I’ll talk to that team and plan tickets around that

167 00:20:07.947 00:20:11.440 Uttam Kumaran: and then, yeah, I think, Robert, one thing that I think

168 00:20:11.958 00:20:24.060 Uttam Kumaran: I could really use your help on is these guys have a lot of really, really low hanging fruit sort of data problems. I basically passed a lot of those onto

169 00:20:24.550 00:20:29.449 Uttam Kumaran: pious, you know that. I I asked him to kind of get a sense

170 00:20:29.570 00:20:50.000 Uttam Kumaran: for their data. But they, I would say, the problem with them is, they’re not very like they don’t come. They’re not coming with the ideas. It’s up to us to think and strategize. So I wanted to get your perspective. Do you think it’s better to be like? Give pious like the reins and almost be like hand hand it over to him. Do you think it’s better for us to

171 00:20:50.490 00:20:55.990 Uttam Kumaran: like? Have a strategy like I mean, I definitely am going to do a a. q 1 meeting with them. But

172 00:20:56.260 00:21:04.090 Uttam Kumaran: they’re not gonna come to the table with the ideas they’re gonna most likely ask us to supply like things to work on, basically

173 00:21:04.330 00:21:07.639 Uttam Kumaran: like, what opportunities are there that we’re seeing in the data?

174 00:21:08.062 00:21:13.380 Uttam Kumaran: Like, I have a lot of ideas. But I do. I want to hand it off in this process. So I’m out of it.

175 00:21:16.960 00:21:19.360 Uttam Kumaran: My idea was, yeah, I mean, ask more.

176 00:21:19.580 00:21:25.840 Robert Tseng: I think I personally feel like pious, and strength is not in the strategy.

177 00:21:26.880 00:21:29.959 Robert Tseng: yeah, he’s he has very creative ways of getting it done.

178 00:21:30.430 00:21:35.490 Robert Tseng: But yeah, like I feel like we, we might have to hold on to it a bit more

179 00:21:35.919 00:21:42.340 Robert Tseng: but like someone I mean, you’ll talk to Sahana tomorrow, but someone more like her who like has more of the strategy background.

180 00:21:44.100 00:21:48.029 Robert Tseng: Yeah. Like, if we I don’t know, I don’t want to project anything but like, I feel like.

181 00:21:49.940 00:21:56.679 Robert Tseng: yeah, pies is is good on the engineering side, but not necessarily that good at the at the strategy side.

182 00:21:56.680 00:21:59.499 Uttam Kumaran: No, that helps. Yeah, that helps a lot. So

183 00:21:59.680 00:22:10.510 Uttam Kumaran: I just don’t want it to be me and you talking, cause then it it’s gonna die with like me. And you basically. So I want to at minimum have it be me and someone else at maximum. I want to hand it off

184 00:22:11.017 00:22:18.289 Uttam Kumaran: so ideally. Let me let me see if I can like loop Hana into this.

185 00:22:23.320 00:22:33.449 Robert Tseng: Yeah, that could be a safe one to try to like. Get her on first.st just because they’re pretty stable and stakes are not as high, for, like just knocking it out of the park in the beginning.

186 00:22:33.780 00:22:39.800 Uttam Kumaran: Yeah, and then and then, honestly, like we can think about we did. We did think about sort of a process of like, look, we have

187 00:22:41.620 00:23:10.320 Uttam Kumaran: we have, like, almost like a data strategist. And then we also have the people that are executing aed and analyst work. Maybe she could kind of act a little bit as like that for pool parts. Mainly. I just have a lot of knowledge about the company, and I’m just trying to not be the owner of that anymore. In terms of like thinking through what’s next. Like, I can sit and brainstorm with someone, and it would go well. But I want someone to kind of own the thinking, because that way

188 00:23:10.600 00:23:17.810 Uttam Kumaran: someone thinks about it. Then it gets planned through Nico. Then it gets executed the data team. And it it really takes me out of it to go focus on the

189 00:23:18.120 00:23:20.250 Uttam Kumaran: the account management.

190 00:23:21.277 00:23:23.580 Uttam Kumaran: Which is the play here. So okay.

191 00:23:32.410 00:23:43.929 Robert Tseng: Yeah, Sahana doesn’t end up being that, I think. Jasmine, who was on my team before, who’s at Tiktok now like she she is good. At that. I could. I could tap her to try to try to just do the strategy side.

192 00:23:44.240 00:23:51.087 Uttam Kumaran: Okay, yeah, the analyst we’re talking to tomorrow. Jacob, isn’t that, either. He’s more of a doer.

193 00:23:51.490 00:23:52.140 Robert Tseng: Yeah.

194 00:23:52.530 00:23:56.070 Uttam Kumaran: I do think that I’m gonna try to arrange time with Emily

195 00:23:56.603 00:24:00.989 Uttam Kumaran: from spotify and see what her deal is. She could be more of that.

196 00:24:01.130 00:24:05.640 Uttam Kumaran: But I kinda yeah, I’ll think about that more.

197 00:24:05.870 00:24:06.820 Uttam Kumaran: Yeah.

198 00:24:08.360 00:24:16.039 Robert Tseng: So I guess my my reservation is, Sahan doesn’t have Econ background highest did it before, but he’s pretty well versed in Joby now, and so

199 00:24:16.486 00:24:26.333 Robert Tseng: he might still be like I mean he’ll he’ll still be working on pool parts, so I think you’ll be good to have him and someone else kind of like Co owning that one for now and

200 00:24:27.050 00:24:31.890 Robert Tseng: But yeah, like, I ideally like, you know, as we’re doing more

201 00:24:32.400 00:24:45.680 Robert Tseng: work in specific verticals we’re training up like own our own experts within those verticals, you know that we can just deploy them into those clients specifically. But I don’t. I don’t think we’re there yet. Yeah.

202 00:24:46.980 00:24:49.960 Uttam Kumaran: Okay, this helped a lot for for pool parts. Okay,

203 00:24:51.880 00:25:00.260 Uttam Kumaran: let’s talk about so are, is Stella officially activating next quarter, or we’re we’re still gonna kind of wait to loop back in in January.

204 00:25:00.830 00:25:04.920 Robert Tseng: Yeah, let’s let’s wait. I mean, I want there’s no contract on the table yet. So.

205 00:25:04.920 00:25:07.469 Uttam Kumaran: Okay. So then let’s talk about

206 00:25:10.340 00:25:12.500 Uttam Kumaran: Eden. And.

207 00:25:12.830 00:25:19.780 Robert Tseng: Yeah, I mean, Eden is, they’re they’re moving. They just they just sent me like to up, get my billing details and everything in which

208 00:25:20.270 00:25:21.990 Robert Tseng: small tangent Utong, but like.

209 00:25:21.990 00:25:23.199 Uttam Kumaran: Yes, we should talk about.

210 00:25:23.800 00:25:25.439 Robert Tseng: Yeah, we have.

211 00:25:25.826 00:25:32.403 Uttam Kumaran: Saw my agenda for next week, but save save your brain. We’ll talk about it next week.

212 00:25:32.790 00:25:33.649 Robert Tseng: Okay. All good.

213 00:25:34.003 00:25:38.250 Uttam Kumaran: I have. I just didn’t want to bring. I I don’t. Okay.

214 00:25:38.580 00:25:48.519 Uttam Kumaran: I have. I’m holding in every single action item in my brain. I’ll just. We’ll handle it. Let’s we’ll handle it. We’ll handle all that stuff for the for the year end. So.

215 00:25:48.520 00:25:49.410 Robert Tseng: Okay. Great.

216 00:25:49.410 00:25:49.900 Uttam Kumaran: Yeah, okay.

217 00:25:49.900 00:25:53.120 Robert Tseng: Yeah, I mean, these are not really gonna launch until the New Year. Anyway.

218 00:25:53.300 00:25:56.350 Robert Tseng: I’m just doing some basic onboarding with them first.st

219 00:25:57.990 00:26:00.740 Uttam Kumaran: So for Eden. How do we wanna

220 00:26:01.130 00:26:07.040 Uttam Kumaran: begin planning towards that like I would love to try to use either art, help or eaten to

221 00:26:07.210 00:26:11.399 Uttam Kumaran: stress test like a customer onboarding process.

222 00:26:12.170 00:26:18.169 Robert Tseng: Yeah, our helper should be pretty straightforward on like the audit side, like we should definitely run that one as an audit.

223 00:26:19.595 00:26:24.060 Robert Tseng: Eden, here. I don’t know. This one looks pretty high touch in the beginning, like.

224 00:26:24.060 00:26:33.989 Uttam Kumaran: So let’s talk about. Let’s talk about our helper first.st So for this audit process, like one, can we get like, do you think Sohana can run that entirely.

225 00:26:35.040 00:26:37.210 Robert Tseng: Yeah, I mean, I would. I think so.

226 00:26:41.220 00:26:58.039 Robert Tseng: It doesn’t even have to be Sahana, like, I think, you know, if if we end up deploying her to to pull parts, and she doesn’t have enough time for like that, plus something else. Then I think we can have somebody who’s even a a step down from Sana, who’s just like, but maybe hasn’t

227 00:26:58.260 00:27:06.870 Robert Tseng: more product analytics, specific experience. Yeah, it’s it’s just like, event, it’s like

228 00:27:06.990 00:27:22.020 Robert Tseng: defining defining the events doing doing some. Yeah, I going running through my, the checklist that I have so that they can actually go and validate the data is coming correctly. And yeah, there’s like some some stuff that can be trained for somebody who.

229 00:27:22.020 00:27:22.730 Uttam Kumaran: Okay.

230 00:27:22.730 00:27:23.550 Robert Tseng: Yeah, but but.

231 00:27:23.550 00:27:24.190 Nicolas Sucari: Maybe Jacob.

232 00:27:24.200 00:27:25.370 Robert Tseng: Are you working on.

233 00:27:25.370 00:27:36.699 Uttam Kumaran: Yeah, I mean, it’s gonna be either Sahana or Jacob. Let’s just make. We’ll just make a decision on that. I think for me, Robert, what’s helpful is like if you can send me any of those docs?

234 00:27:37.649 00:27:42.870 Uttam Kumaran: And then I can basically start to create like the audit

235 00:27:43.110 00:27:49.760 Uttam Kumaran: like product page here, and then we will use that as a stress test.

236 00:27:50.514 00:27:51.910 Uttam Kumaran: On art helper.

237 00:27:52.580 00:27:53.280 Robert Tseng: Okay.

238 00:28:03.160 00:28:06.269 Robert Tseng: so this is like our our kind of internal project.

239 00:28:06.270 00:28:12.599 Uttam Kumaran: Yeah. So if you think about the high, if you think about the hierarchy it’s like we have these client review meetings.

240 00:28:13.381 00:28:15.639 Uttam Kumaran: Unfortunately, they’re in this meetings.

241 00:28:15.850 00:28:21.880 Uttam Kumaran: but big ass meetings, database which just has every meeting, because we have AI like auto record, and

242 00:28:22.080 00:28:26.360 Uttam Kumaran: but stuff here, not really getting utilized now, but it will.

243 00:28:26.360 00:28:26.840 Robert Tseng: Yeah.

244 00:28:26.840 00:28:32.209 Uttam Kumaran: Use it later. But if you go into project management you’ll see we have the weekly client review meeting.

245 00:28:32.810 00:28:35.150 Uttam Kumaran: This one I’m going to filter

246 00:28:35.470 00:28:41.240 Uttam Kumaran: to just be stuff that it contains. Weekly client review.

247 00:28:41.590 00:28:48.450 Uttam Kumaran: I I we could use this page. I I kind of I don’t know. I didn’t really think through whether we wanted to like

248 00:28:48.830 00:28:55.599 Uttam Kumaran: basically, we, we thought about this process of like we should just put in like sort of summaries. I think we’ll have some condensed version of this.

249 00:28:55.970 00:28:58.189 Uttam Kumaran: And then basically we have, we’ll just have.

250 00:28:58.430 00:29:02.519 Uttam Kumaran: We’ll just review basically all the projects in flight projects upcoming

251 00:29:02.720 00:29:05.044 Uttam Kumaran: all. And then that’s it.

252 00:29:05.710 00:29:08.619 Uttam Kumaran: But I would just look to look to this page.

253 00:29:09.790 00:29:11.010 Robert Tseng: Got it. Okay.

254 00:29:11.550 00:29:18.039 Robert Tseng: yeah, I’m just like migrating over a couple of sections from my old internal like project stuff that I would like to have.

255 00:29:19.680 00:29:20.540 Uttam Kumaran: Okay, dope.

256 00:29:23.000 00:29:25.787 Uttam Kumaran: Yeah, throw them all in here. And then what I’ll do is

257 00:29:27.100 00:29:34.079 Uttam Kumaran: I’m gonna have to think through. I’m gonna create, probably like an audit on the audit service page. I will basically

258 00:29:34.420 00:29:35.870 Uttam Kumaran: throw all this in there.

259 00:29:36.557 00:29:43.429 Uttam Kumaran: And then the project task will literally be like tasks associated with the audit, or, however, we can bunch them up.

260 00:29:43.760 00:29:51.620 Uttam Kumaran: and then those tasks will go into. So so let me ask you a question also. So I basically categorize all the projects as like quarterly.

261 00:29:51.970 00:29:55.350 Uttam Kumaran: This project is not quarterly, is this, this would be like a.

262 00:29:55.580 00:30:00.719 Uttam Kumaran: let’s just call this art helper. Q, 1, 2020 like this would be like Jan. 20.

263 00:30:00.720 00:30:01.690 Nicolas Sucari: 25.

264 00:30:01.690 00:30:02.250 Uttam Kumaran: Audit.

265 00:30:02.250 00:30:03.490 Robert Tseng: Yeah, project.

266 00:30:03.490 00:30:06.980 Uttam Kumaran: Ideally, we would roll it out to something a lot longer. But yeah, so far, like

267 00:30:06.980 00:30:09.480 Uttam Kumaran: like this on this scope, is that? Yeah.

268 00:30:09.480 00:30:11.220 Robert Tseng: Yeah, it’ll just be a month. Yeah.

269 00:30:12.210 00:30:15.800 Uttam Kumaran: Okay, perfect. So it’ll be Jan. 2025.

270 00:30:17.460 00:30:20.620 Uttam Kumaran: I don’t think yet I have. Oh, the dates

271 00:30:20.820 00:30:25.780 Uttam Kumaran: are just gonna be the 1st until the 31.st

272 00:30:26.570 00:30:38.639 Uttam Kumaran: Once we link the tasks there, it’ll start to pop up. I’m gonna create a client page for them. And then perfect. Yeah, basically, you can have multiple tasks, multiple projects per client.

273 00:30:38.880 00:30:45.540 Uttam Kumaran: We will then plan the art helper.

274 00:30:48.730 00:30:51.020 Uttam Kumaran: Q. 2, q. 3.

275 00:30:51.900 00:30:53.330 Uttam Kumaran: Project.

276 00:30:53.500 00:30:55.259 Uttam Kumaran: But this will go into planning.

277 00:30:57.570 00:31:03.005 Uttam Kumaran: Yep, that makes sense. Yeah, okay, cool, cool.

278 00:31:07.020 00:31:10.509 Uttam Kumaran: what else? What else? What else? Okay? And then, yeah, on Eden.

279 00:31:11.180 00:31:13.560 Uttam Kumaran: yeah. So let’s talk. What is their? What is their site?

280 00:31:15.604 00:31:17.379 Robert Tseng: It’s tryeden.com.

281 00:31:20.990 00:31:24.939 Robert Tseng: So it’s interesting. They’re opening up brick and mortar. They’re they’ve they’re opening a couple.

282 00:31:24.940 00:31:25.610 Uttam Kumaran: One.

283 00:31:26.120 00:31:32.340 Robert Tseng: Yeah, it’s like you. I mean, I’m kind of like it. Smell. It smells like forward health to me a bit kind of like.

284 00:31:32.340 00:31:33.670 Uttam Kumaran: Sounds like hymns.

285 00:31:34.800 00:31:39.380 Robert Tseng: Yeah dude. I mean, we’ve done some. We’ve done some work.

286 00:31:40.230 00:31:43.850 Uttam Kumaran: Brian Bpa. Did some work for hims paste the time.

287 00:31:43.850 00:31:44.679 Robert Tseng: Oh, yeah.

288 00:31:44.680 00:31:45.000 Uttam Kumaran: Yeah.

289 00:31:45.000 00:31:46.950 Robert Tseng: Okay, that’s good to know.

290 00:31:46.950 00:31:47.890 Uttam Kumaran: Honestly.

291 00:31:49.230 00:31:54.670 Uttam Kumaran: yeah, I mean, we should just have them take this one, if it’s gonna be like pretty straightforward, because

292 00:31:54.950 00:31:57.499 Uttam Kumaran: that would probably help the cause of it, but.

293 00:31:57.990 00:31:58.410 Robert Tseng: Let’s do.

294 00:31:58.410 00:32:00.489 Uttam Kumaran: What does forward help mean? Really.

295 00:32:01.382 00:32:03.637 Robert Tseng: Ford, I mean they shut down so.

296 00:32:03.960 00:32:06.809 Uttam Kumaran: Oh, forward, like the company. Yeah.

297 00:32:06.810 00:32:10.560 Robert Tseng: Yeah, Ford health was that I don’t know. Do you remember that? Like kind of

298 00:32:11.650 00:32:14.870 Robert Tseng: trendy looking like doctor office, like thing?

299 00:32:15.120 00:32:19.859 Robert Tseng: I don’t know there was a while where I was getting hit every time I got on Youtube with the same effing ad.

300 00:32:20.280 00:32:23.829 Uttam Kumaran: Oh, yes, we’re forward. We’re a new kind of doctor’s office.

301 00:32:23.830 00:32:24.940 Uttam Kumaran: Yeah, here’s where

302 00:32:24.940 00:32:32.310 Uttam Kumaran: kiosk you could. Yeah, yeah, dude. You’re so right. Wait. What happened to these guys. They were dude. They were trying to make it big in Austin.

303 00:32:32.830 00:32:37.124 Robert Tseng: Yeah, well, they shut down. So they raised a hundred 1 million and they shut down a year later. And

304 00:32:38.240 00:32:46.219 Robert Tseng: yeah, I don’t know. I feel like the glp one like doctor office thing kinda feels like that like, I don’t know.

305 00:32:47.200 00:32:52.450 Robert Tseng: like, what are people really gonna go for that just for specialty. Women’s weight loss like.

306 00:32:52.450 00:32:58.020 Uttam Kumaran: Also what I think. What’s happening in medical is there’s like, I think there’s a real boom in like

307 00:32:58.993 00:33:00.560 Uttam Kumaran: preventative health.

308 00:33:01.250 00:33:05.290 Robert Tseng: Yeah, telehealth is huge. Now, preventative telehealth is huge.

309 00:33:05.290 00:33:18.479 Uttam Kumaran: Yeah, which is mainly like kind of like, go in and get something scanned or like boots like I I don’t know. I actually think I actually let me take that back. It’s a boom here in Austin. But Austin is like a different people here in Austin. I think

310 00:33:18.900 00:33:24.739 Uttam Kumaran: there’s just a lot of zeitgeist around that. I don’t know what it is like around the country, but

311 00:33:25.050 00:33:30.489 Uttam Kumaran: yeah, damn. So they’re just a distributor, for

312 00:33:31.210 00:33:36.000 Uttam Kumaran: it’s it’s their semaglutide, or they’re probably licensing it from someone.

313 00:33:36.520 00:33:37.210 Robert Tseng: Yep.

314 00:33:37.210 00:33:38.250 Uttam Kumaran: Oh, interesting!

315 00:33:38.250 00:33:44.100 Robert Tseng: I mean, that’s that. Yeah, they start off on in Ecom and then, now they’re branching out to do services as well.

316 00:33:44.490 00:33:49.000 Robert Tseng: That’s why, they’re setting up brick and mortar, and they also have telehealth getting set up as well.

317 00:33:51.540 00:33:53.670 Uttam Kumaran: Great. Okay, so this is the

318 00:33:54.100 00:34:00.440 Uttam Kumaran: so. So we signed for 15 k, so tell me about the scope for this one, and I can start planning out what look like.

319 00:34:02.130 00:34:05.000 Robert Tseng: Yeah. So I mean, this one starts off as like a.

320 00:34:05.470 00:34:15.209 Robert Tseng: I guess, like a like a mixed panel and product analytics kind of engagement, but I mean from the conversation I think I uploaded the the notes. Maybe I did it. I can pop.

321 00:34:15.219 00:34:15.679 Uttam Kumaran: Oh, my!

322 00:34:15.679 00:34:30.729 Robert Tseng: Meeting notes in there. But yeah, basically, it ends up needing like analytics, engineering as well. So we’re basically kind of just backfilling like their their lead data analysts. And then.

323 00:34:31.201 00:34:34.009 Robert Tseng: yeah, I mean, he didn’t. I guess he.

324 00:34:34.299 00:34:38.139 Robert Tseng: they already they have a data scientist, and they have a data engineer.

325 00:34:38.759 00:34:48.549 Robert Tseng: But yeah, they’re missing everything in between. So the data scientist only works out of python notebooks. The data engineer just knows how to create custom connectors to get what he, what he needs.

326 00:34:48.750 00:34:49.229 Uttam Kumaran: Yeah, because.

327 00:34:49.239 00:34:50.629 Robert Tseng: Right off of shopify

328 00:34:51.379 00:34:56.409 Robert Tseng: they don’t have a connector platform. I don’t think they use 5 chat. They he just everything’s custom.

329 00:34:57.620 00:34:58.280 Uttam Kumaran: Okay.

330 00:34:58.570 00:35:06.687 Robert Tseng: Yeah, they’re not built on shopify. I think I mentioned to you. They’re built on. It’s literally like a shopify for telehealth companies.

331 00:35:07.040 00:35:08.089 Robert Tseng: oh, it’s a balance.

332 00:35:08.480 00:35:10.630 Uttam Kumaran: Oh, yeah, you told me about this bask.

333 00:35:12.170 00:35:15.480 Robert Tseng: Yeah, I’m not really sure. Why like this.

334 00:35:16.040 00:35:18.209 Robert Tseng: I imagine. Yeah, whatever it’s like, a

335 00:35:19.000 00:35:25.419 Robert Tseng: well, I don’t know why shopify can’t do this. But yeah, you can see that the Eden’s on right. There

336 00:35:25.550 00:35:29.480 Robert Tseng: is. There is. There is the brand that they they have listed there.

337 00:35:29.910 00:35:34.340 Robert Tseng: But you know, if this thing with Eden goes well, I’m gonna hit every other one in their portfolio.

338 00:35:34.340 00:35:37.610 Uttam Kumaran: Yeah, I mean hell, yeah.

339 00:35:38.750 00:35:44.709 Uttam Kumaran: thick. I mean. So so yes, let me. I do think that getting Brian involved in this, especially if it’s

340 00:35:45.220 00:35:48.810 Uttam Kumaran: he quoted it as like, Hey, I’m down for brainless sequel work.

341 00:35:48.970 00:36:00.979 Uttam Kumaran: If it’s brainless sequel work. Then it’s perfect. Which this seems like it’s for the most part should be. And yeah, both of us did some work for a telehealth

342 00:36:01.130 00:36:06.130 Uttam Kumaran: called better. It’s called actually a physical therapy company called better. Pt. We both did some work for them.

343 00:36:06.350 00:36:07.970 Uttam Kumaran: and then he worked for

344 00:36:08.450 00:36:12.919 Uttam Kumaran: and oh, he worked for hims. I think he worked for hims or yeah, I think it was hims

345 00:36:13.658 00:36:16.100 Uttam Kumaran: but that that experience could be good.

346 00:36:16.490 00:36:23.239 Robert Tseng: Yeah, I mean, I think my my work with Midi kind of helped close this deal. So, yeah, I mean.

347 00:36:23.760 00:36:28.530 Robert Tseng: yeah, I feel like we’re telehealth is is pretty pretty big like even.

348 00:36:28.930 00:36:30.110 Robert Tseng: I sent you a.

349 00:36:30.110 00:36:35.680 Uttam Kumaran: Yeah. Yeah. And we’re talking to televero, too. And then I’ll mention the televero that we’re gonna that we’re working with with Eden.

350 00:36:35.950 00:36:37.480 Robert Tseng: Yeah, yeah, you should.

351 00:36:37.690 00:36:38.420 Robert Tseng: Yeah.

352 00:36:39.690 00:36:44.289 Nicolas Sucari: I worked with a with a health client last year, you know, hero, health.

353 00:36:44.860 00:36:45.200 Uttam Kumaran: Euro.

354 00:36:45.200 00:36:51.360 Nicolas Sucari: Is for weight, loss, hero, health, you may share well.

355 00:36:53.660 00:36:54.875 Robert Tseng: Looks pretty similar.

356 00:36:55.280 00:36:55.800 Nicolas Sucari: Yeah.

357 00:36:55.800 00:36:56.470 Uttam Kumaran: 0.

358 00:36:57.840 00:36:59.160 Uttam Kumaran: Oh, yeah.

359 00:36:59.700 00:37:03.810 Robert Tseng: Dude we should, we should go back to go back to them like, hey? What’s up.

360 00:37:03.810 00:37:05.460 Uttam Kumaran: Yeah. Dude. What are they doing? Nico.

361 00:37:06.870 00:37:08.640 Nicolas Sucari: They were kind of.

362 00:37:08.640 00:37:10.160 Robert Tseng: They’re New York, based, too.

363 00:37:11.220 00:37:15.020 Nicolas Sucari: Yeah, they were working on with the weight loss vaccines.

364 00:37:15.700 00:37:16.400 Uttam Kumaran: Yeah.

365 00:37:17.811 00:37:24.439 Nicolas Sucari: Yeah, they were creating a platform in order to screen patients directly, like

366 00:37:24.820 00:37:33.108 Nicolas Sucari: with with the platform. And yeah, be able to follow up, and not only like, give the vaccines to the people, but also give, like

367 00:37:33.680 00:37:38.099 Nicolas Sucari: platform for more activities, like more healthy activities.

368 00:37:38.560 00:37:40.040 Uttam Kumaran: I mean, it looks like they’re growing.

369 00:37:40.590 00:37:46.120 Robert Tseng: Dude. This is huge, and they have a huge mobile app too dude. I’m sure they need the the same work that we’re doing.

370 00:37:47.050 00:37:47.600 Uttam Kumaran: No anyone there.

371 00:37:48.290 00:37:49.900 Robert Tseng: Get us get us a way in.

372 00:37:49.900 00:37:58.389 Nicolas Sucari: Yeah, yeah, I can. I can. I can see, because the people in our were the one was with I was working with. They were laid off

373 00:37:59.048 00:38:06.169 Nicolas Sucari: last year. But let me see if someone’s still there, I may can contact.

374 00:38:06.170 00:38:09.099 Uttam Kumaran: Since they, they basically yeah, they’re

375 00:38:09.420 00:38:12.640 Uttam Kumaran: they’ve hired. They’ve almost. They’ve doubled in growth.

376 00:38:12.840 00:38:14.180 Uttam Kumaran: The last year.

377 00:38:15.060 00:38:15.750 Nicolas Sucari: Yeah.

378 00:38:19.200 00:38:19.750 Robert Tseng: Huh!

379 00:38:21.350 00:38:25.429 Nicolas Sucari: Yeah, they were not a great client they were.

380 00:38:25.430 00:38:29.819 Nicolas Sucari: but but they they yeah. They had like a lot of money.

381 00:38:30.590 00:38:32.260 Nicolas Sucari: So I don’t care.

382 00:38:32.260 00:38:34.910 Uttam Kumaran: Not not a great client in terms of what they were mean.

383 00:38:35.540 00:38:52.949 Nicolas Sucari: No, not there, I mean, like they were kind of messy all around and we were like our point of contact was not a decision maker person in the in the company. So they told us to do something, and then, like the CEO, told us to do another thing, and it was kind of difficult to

384 00:38:53.420 00:38:56.039 Nicolas Sucari: to grow with them, but I don’t care.

385 00:38:57.670 00:39:01.850 Nicolas Sucari: Let me see if I know any. Yeah, maybe I can get in touch with the

386 00:39:02.010 00:39:06.119 Nicolas Sucari: Cfo and contact you, Robert or Rusan.

387 00:39:07.000 00:39:10.090 Nicolas Sucari: Stephen Lurch. Yeah, I talked to that guy.

388 00:39:10.090 00:39:11.679 Uttam Kumaran: Do it. Dude sugar, shot.

389 00:39:12.370 00:39:12.920 Nicolas Sucari: Yep.

390 00:39:16.290 00:39:19.010 Uttam Kumaran: I’m just gonna write it down here, but I’ll create a lead for that.

391 00:39:21.570 00:39:22.525 Uttam Kumaran: Maybe

392 00:39:25.090 00:39:33.939 Nicolas Sucari: Okay, maybe we can discuss it later. But you can tell me, like, what, how, how can I intro like what we’re doing for the other clients, so maybe we can catch their attention.

393 00:39:35.310 00:39:40.800 Uttam Kumaran: Yeah in the in the sales strategy. Just write a blurb, and then maybe me and Robert, we can. We can just like help

394 00:39:40.950 00:39:42.459 Uttam Kumaran: craft it, and then you can set it up.

395 00:39:43.550 00:39:44.300 Nicolas Sucari: Okay.

396 00:39:44.300 00:39:47.130 Uttam Kumaran: Basically look, I think the main thing is like, Hey, we

397 00:39:48.137 00:39:52.909 Uttam Kumaran: I’m at Brainforge now. We have worked with several healthcare

398 00:39:53.270 00:39:56.920 Uttam Kumaran: telehealth companies, including Midi and Eden.

399 00:39:58.900 00:40:03.540 Uttam Kumaran: I know we work with you before. Would love to catch up again something like that basically.

400 00:40:04.600 00:40:05.890 Nicolas Sucari: Yeah, okay.

401 00:40:07.080 00:40:09.231 Uttam Kumaran: And then Robert, who’s gonna work?

402 00:40:10.180 00:40:12.650 Uttam Kumaran: the data analysts on this side.

403 00:40:14.630 00:40:15.710 Robert Tseng: I don’t have anyone.

404 00:40:16.403 00:40:18.250 Robert Tseng: It’s gonna just be me for now.

405 00:40:18.250 00:40:18.770 Nicolas Sucari: Thank you.

406 00:40:19.030 00:40:24.869 Uttam Kumaran: Okay, good. That’s fine. I mean, that’s not fine. But it’s good good to know.

407 00:40:28.517 00:40:33.589 Uttam Kumaran: Okay, cool. So then this this will have to this one will think about

408 00:40:35.480 00:40:40.659 Uttam Kumaran: Maybe Jacob can take this, I think, but I I do kind of think that

409 00:40:41.130 00:40:46.040 Uttam Kumaran: we’ll probably need you as like strategy.

410 00:40:46.040 00:40:52.556 Robert Tseng: Yeah, I’m gonna have to be like in their face a lot the 1st 1st few weeks for sure.

411 00:40:53.050 00:40:57.280 Robert Tseng: but yeah, hopefully, in that time it’ll I mean the way I ran. Peep was like

412 00:40:57.540 00:41:09.700 Robert Tseng: I got in. They wanted to talk to me, and then I I brought on Jay to kind of just like execute in the background. You know, trying to prepare him for like the handoff within like within the 1st month.

413 00:41:10.050 00:41:14.860 Robert Tseng: It just we just never got to that point where I felt comfortable putting him in front of them.

414 00:41:15.380 00:41:36.499 Robert Tseng: But yeah, that’s kind of how I was thinking of running this one as well like I. I need somebody who can start at the same time that I do, so that we can start to work together, and then once I feel good about him being or or feel good about them, being able to just go to the client directly. Then we can. We can do the handoff hopefully within a few weeks.

415 00:41:42.330 00:41:48.139 Uttam Kumaran: Okay, cool. So then Nico will. I think we’ll still plan on having Nico. Pm, having.

416 00:41:48.660 00:41:51.889 Uttam Kumaran: And then I think ideally, maybe your stuff

417 00:41:52.800 00:42:00.169 Uttam Kumaran: as we lead a loop in another person like it goes. I mean, it’s gonna start as just all da work. And then

418 00:42:00.340 00:42:03.350 Uttam Kumaran: I think, like as this sort of branches out to more.

419 00:42:03.550 00:42:08.140 Uttam Kumaran: We just see how we can transition you out of there, or you at least to just more strategy.

420 00:42:08.520 00:42:09.010 Robert Tseng: Yep.

421 00:42:09.010 00:42:11.120 Uttam Kumaran: Like facing stuff. Okay? Great.

422 00:42:11.120 00:42:11.660 Robert Tseng: Yep.

423 00:42:13.640 00:42:16.390 Uttam Kumaran: Okay, cool. Any other

424 00:42:18.560 00:42:24.800 Uttam Kumaran: projects to talk about? I can talk. I’ll just. I’ll talk a little bit about the AI team. But any other projects to talk about.

425 00:42:25.910 00:42:27.320 Robert Tseng: Yeah, that’s it for now.

426 00:42:27.320 00:42:30.560 Uttam Kumaran: So then, yeah, next week we’ll talk a little bit nitty gritty about like

427 00:42:30.780 00:42:37.959 Uttam Kumaran: these 2 in terms of contracts and getting everything settled. I wanna I wanna kick it to Marianne to think about creating the

428 00:42:38.375 00:42:42.089 Uttam Kumaran: client portals for both of them. So we’ll go ahead and do that

429 00:42:43.890 00:42:45.599 Uttam Kumaran: I think the only other thing

430 00:42:45.830 00:42:47.840 Uttam Kumaran: I wanted to share about the

431 00:42:48.320 00:42:50.370 Uttam Kumaran: AI team is we’re gonna do

432 00:42:50.911 00:42:52.820 Uttam Kumaran: I guess maybe I’ll just

433 00:42:53.360 00:42:56.470 Uttam Kumaran: while I have you guys, I can just share a little bit about

434 00:42:57.330 00:42:59.699 Uttam Kumaran: what we’re gonna do with the lead researcher.

435 00:42:59.910 00:43:03.370 Uttam Kumaran: Basically, we have a bunch of tickets in place right now.

436 00:43:03.981 00:43:22.970 Uttam Kumaran: I need to still meet with you, Nico, and then meet with basically, I need to meet with you to talk about how we can do some AI stuff around the Pm. Process. But the one thing that I I think we have a lot of we just have, like a lot of room for improvement on is lead researcher. I gave him a lot of great requirements this week.

437 00:43:23.397 00:43:29.329 Uttam Kumaran: Basically on. I wanted to do 3 things. And this is where, Robert, maybe now that you’ve been using it, you can tell me

438 00:43:29.620 00:43:42.590 Uttam Kumaran: if we need to add more. Basically, I want I wanted to give it an overview of the lead. I want to say, what’s the overview of the company services that we can offer similar clients that we worked with and suggest how we can position

439 00:43:42.750 00:43:49.200 Uttam Kumaran: as a vertical expert. Second is doing actual qualification like, see if they have budget. See if they’ve grown.

440 00:43:52.900 00:44:04.379 Uttam Kumaran: see if they’re in our target industries. And basically, as we start to build a qualification framework, the AI will basically leverage that so this will require us to pull some stuff from notion.

441 00:44:04.740 00:44:11.140 Uttam Kumaran: and then we’re you can be able to set submit either the company, a Linkedin company profile, a person.

442 00:44:11.250 00:44:14.580 Uttam Kumaran: and any like info regarding like what they may want.

443 00:44:16.290 00:44:21.550 Uttam Kumaran: Does that roughly sound like.

444 00:44:22.870 00:44:31.220 Uttam Kumaran: okay, is there anything else you would? You would want it to do and think very big.

445 00:44:33.600 00:44:34.660 Robert Tseng: Hmm.

446 00:44:41.310 00:44:47.246 Nicolas Sucari: Once. Once we have this created, maybe we can kind of

447 00:44:48.790 00:44:56.419 Nicolas Sucari: create a variation to do kind of disqualification. But for like peoples, we can give the agent.

448 00:44:56.780 00:44:58.180 Uttam Kumaran: Which we’re looking at.

449 00:44:58.340 00:45:04.490 Nicolas Sucari: And the Linkedin scraping page of these kind of each candidate, and maybe do a qualification.

450 00:45:04.830 00:45:07.929 Uttam Kumaran: Yeah, I’m gonna use it for some stuff on the interview process

451 00:45:08.280 00:45:11.160 Uttam Kumaran: right now. It’s decently manageable. But yeah

452 00:45:14.424 00:45:20.059 Uttam Kumaran: the other. The last thing I actually had, I told them to do is this needs to be able to take in feedback.

453 00:45:20.565 00:45:37.129 Uttam Kumaran: So we’re gonna start to build out 2 things on the AI side one, we’re gonna have more testing and actually like a framework to evaluate the Ais like. So we when we make changes, we know it’s answering the questions the same way. The second thing is, the AI will actually ask you the user and slack.

454 00:45:37.260 00:45:39.750 Uttam Kumaran: Was this a good response? Why or why not?

455 00:45:41.133 00:45:44.839 Uttam Kumaran: That way? You can provide feedback sort of like.

456 00:45:45.410 00:45:58.478 Uttam Kumaran: as say, like, Oh, if this was wrong or something like that, and we’re the AI team will start to collect that feedback in a database. And then, basically, ideally, the is the AI will use that to help. It’s it’s

457 00:45:59.540 00:46:06.009 Uttam Kumaran: It’s it’s responses. But if there’s other sources you want to consider, too.

458 00:46:07.690 00:46:08.480 Uttam Kumaran: Yeah.

459 00:46:10.785 00:46:14.034 Robert Tseng: A couple 1. 1 thing that comes to mind is

460 00:46:15.020 00:46:24.250 Robert Tseng: yeah, sometimes we not? We may not have the right person with the lead, and I think that matters a lot. So, at least for me, when I’m like manually going like even with urban stamps, like

461 00:46:24.580 00:46:35.590 Robert Tseng: I I know that my my contact is not the right guy like he’s just like a just. He just works there, but because I got connected to him. Then I had like a clearer like

462 00:46:35.920 00:46:55.679 Robert Tseng: I had like a warmer DM. When I hit the when when I reached out to the right. When I reached out to the right guy. He hasn’t responded yet. But he accepted my connection. And yeah, I still want to work on that email to hit him with something that’s pretty specific to what I think he’s he’s thinking about. But you know, I think just be able to know, like.

463 00:46:56.240 00:47:03.120 Robert Tseng: well, I don’t know. I feel like we’re not really a high volume enough so that any lead I’ll go in and I’ll try to find another. I’ll I’ll try to find.

464 00:47:03.120 00:47:04.340 Uttam Kumaran: We’ll do that for you.

465 00:47:04.600 00:47:07.010 Robert Tseng: Okay, yeah, because really.

466 00:47:07.010 00:47:16.350 Uttam Kumaran: Because we’ll go onto Apollo. Basically, we search for everybody in the company with certain titles. So can you give me a sense of like? Who? What? What makes a good

467 00:47:16.920 00:47:18.910 Uttam Kumaran: contact there like?

468 00:47:19.220 00:47:23.129 Uttam Kumaran: What would make a good contact? Is it? Do you look for their title? Do you look for

469 00:47:23.370 00:47:25.269 Uttam Kumaran: the description of what they do.

470 00:47:26.670 00:47:27.990 Uttam Kumaran: Their department.

471 00:47:30.030 00:47:31.720 Robert Tseng: Yeah, it’s usually it’s usually title.

472 00:47:33.740 00:47:36.820 Uttam Kumaran: And these ones, and what what title, particular.

473 00:47:37.050 00:47:43.120 Robert Tseng: Relative to the the lead. It’s I mean, obviously, we know, like Director Vp, they’re kind of like level people. But

474 00:47:43.230 00:47:50.683 Robert Tseng: if the person, if our lead is like a director, if there’s a senior director above them, that’s the that’s the person we need to get to

475 00:47:51.720 00:48:00.199 Robert Tseng: or if it’s a small enough company. Sometimes it is just the CEO like I. I don’t know how we can really like abstract organizational hierarchy to a point where.

476 00:48:00.200 00:48:00.540 Uttam Kumaran: Yeah.

477 00:48:00.540 00:48:06.880 Robert Tseng: We are able to do this kind of like relative, like mapping based on like.

478 00:48:06.880 00:48:10.499 Uttam Kumaran: Well at at minimum. I want to give you a couple of options that you can at least

479 00:48:11.226 00:48:13.840 Uttam Kumaran: like, save like a little bit of time.

480 00:48:15.250 00:48:22.430 Uttam Kumaran: But you’re right, I think one is. We at least want to agree on like titles. The second is

481 00:48:24.400 00:48:28.330 Uttam Kumaran: seniority director, senior director.

482 00:48:28.860 00:48:29.490 Robert Tseng: Yep.

483 00:48:29.490 00:48:34.169 Uttam Kumaran: Vp, and higher if those don’t exist.

484 00:48:35.097 00:48:45.070 Uttam Kumaran: Titles. Okay, so that’s seniority. And then we’re not. But see, this is where it doesn’t you you don’t look for. Are you looking for people in the data department? Or are you just looking for

485 00:48:45.350 00:48:49.899 Uttam Kumaran: like, yeah, like, it kind of changes right?

486 00:48:50.180 00:48:51.280 Robert Tseng: Yeah, it kind of changes.

487 00:48:51.280 00:48:52.200 Uttam Kumaran: Yeah. Okay.

488 00:48:54.560 00:48:58.629 Robert Tseng: Most of the time. It’s honestly not the data person, because there’s a bit of a conflict of interest.

489 00:48:59.580 00:49:04.850 Uttam Kumaran: Yeah, okay, let me think about this a little bit more.

490 00:49:05.229 00:49:08.339 Uttam Kumaran: But this is great. That’s actually very helpful. So we’ll do this.

491 00:49:08.530 00:49:18.179 Uttam Kumaran: This is this is actually, it’s easy for us to get people and put them in there. I think it’s gonna be a little bit more difficult to think about who the right people are. But that’s a good challenge for

492 00:49:19.680 00:49:21.390 Uttam Kumaran: the boys to figure out.

493 00:49:22.760 00:49:23.350 Robert Tseng: Yeah.

494 00:49:27.930 00:49:43.500 Uttam Kumaran: cool. So I think as soon as we wrap this one up I’m gonna move. We’re gonna move to a couple of things on the Pm side and the operation side, basically helping like summarize work. What we’re doing for clients.

495 00:49:45.170 00:49:52.799 Uttam Kumaran: we’re building a couple of other like sort of interesting we’re. We’re sort of building up our demo library with a couple of these things.

496 00:49:53.282 00:49:59.490 Uttam Kumaran: As well as basically I’m now that I’m involved. I have. I’m a much more of a stickler for the engineering quality.

497 00:49:59.750 00:50:03.289 Uttam Kumaran: So we’re going to start doing a lot more stuff in code, like less

498 00:50:03.470 00:50:09.119 Uttam Kumaran: drag and drop more stuff as code. We’re gonna have evaluation testing and like actual

499 00:50:09.640 00:50:12.200 Uttam Kumaran: sort of a platform to do everything. And

500 00:50:12.500 00:50:19.100 Uttam Kumaran: so but this team is this team is really, really solid, like, these guys work like all day all the time. So

501 00:50:21.020 00:50:23.669 Uttam Kumaran: they just want the toughest challenges. Really. So it’s.

502 00:50:23.950 00:50:24.640 Nicolas Sucari: Yeah.

503 00:50:26.300 00:50:33.370 Uttam Kumaran: I’m hoping the Sas Hall of thing closes. That’s why they’ll give these guys really some a clear client to try to shine on. So let’s see.

504 00:50:35.990 00:50:36.710 Robert Tseng: Okay.

505 00:50:38.970 00:50:42.899 Uttam Kumaran: Okay, that’s it. Anything else on click, client side.

506 00:50:45.530 00:50:55.199 Robert Tseng: No, it’s it for me. I just wanna get that. Get the last couple of messages out to urban stems and grab TV. Make sure we’re clear on the next steps. There.

507 00:50:55.200 00:51:02.129 Uttam Kumaran: Okay. So tomorrow, me I think, Nico, you’re on there. But I’m meeting Sahana tomorrow afternoon.

508 00:51:02.340 00:51:08.589 Uttam Kumaran: A meeting Jerry Shen. He’s like an Ml. Data engineer came recommended from Sri.

509 00:51:09.503 00:51:18.322 Uttam Kumaran: And then how me, Jacob and Robert, we’re meeting, basically as like a there’s a gut check.

510 00:51:19.310 00:51:24.880 Uttam Kumaran: and then, yeah. Otherwise tomorrow is is fairly open.

511 00:51:25.248 00:51:32.999 Uttam Kumaran: I’ll just be head sound and stuff. And then, yeah, next week, I think this week was a lot of just planning out, you know, projects and getting reorganism sales

512 00:51:33.270 00:51:34.596 Uttam Kumaran: next week.

513 00:51:35.540 00:51:44.869 Uttam Kumaran: you know, we can plan towards some of these projects that are onboarding. And then also, Robert, we yeah, we have. I have a laundry list of stuff. We’re gonna meet on basically finalizing financials and then

514 00:51:45.020 00:51:50.090 Uttam Kumaran: sort of finalizing highest level goals. And then throughout

515 00:51:50.430 00:51:56.091 Uttam Kumaran: January we can kind of work those into each department. We still haven’t spent a lot of time on

516 00:51:56.520 00:51:57.980 Uttam Kumaran: stuff with Erickson.

517 00:51:59.440 00:52:03.630 Uttam Kumaran: which is fine. Like, I’m I basically told him, like, yeah, we’re just like, kind of like

518 00:52:04.250 00:52:07.660 Uttam Kumaran: figuring out what we want to do and like where we want to focus

519 00:52:09.300 00:52:13.889 Uttam Kumaran: but he will need a little bit more support. So just throwing that out there.

520 00:52:14.500 00:52:24.459 Robert Tseng: Yeah, I I pushed something in that channel with him already, so we can start to try to figure out the P outbound. Got A. P. And the and the law outbound. I want to get figured out before in January.

521 00:52:25.304 00:52:29.000 Robert Tseng: Yeah, I want those campaigns to go. Be ready to go after the holidays.

522 00:52:29.505 00:52:30.964 Robert Tseng: But yeah, I think

523 00:52:31.580 00:52:37.820 Robert Tseng: but why? I also send you a message about like, I’m not too comfortable about giving Ericsson my lead, list, my lead, list.

524 00:52:37.820 00:52:38.960 Uttam Kumaran: Yeah, yeah, I.

525 00:52:38.960 00:52:42.510 Uttam Kumaran: But you can just let me know later. Yeah, yeah, yeah. Okay. Okay.

526 00:52:43.715 00:52:44.840 Uttam Kumaran: The other thing.

527 00:52:44.840 00:52:46.090 Robert Tseng: Hop. Off. First, st yeah. Yeah.

528 00:52:46.090 00:52:53.310 Uttam Kumaran: The the last thing, Robert on, we’re getting a lot of inbound leads regarding the regarding the vitacoco work.

529 00:52:53.760 00:52:57.140 Uttam Kumaran: Yeah, like, even today, someone from.

530 00:52:57.140 00:52:57.780 Robert Tseng: I saw that.

531 00:52:57.780 00:53:01.010 Uttam Kumaran: Kdrp, another person like

532 00:53:01.670 00:53:07.550 Uttam Kumaran: like what do you? What do you think is the best process, like at the moment? I’m just emailing them back with like the demo video.

533 00:53:07.740 00:53:08.520 Uttam Kumaran: But

534 00:53:08.790 00:53:14.500 Uttam Kumaran: I don’t know. I kinda don’t. Wanna I kind of feel like we’re getting in front of some like these are all like senior people at each of these companies.

535 00:53:14.800 00:53:15.420 Robert Tseng: Yeah.

536 00:53:16.490 00:53:17.190 Uttam Kumaran: Like? Do you want to take.

537 00:53:17.190 00:53:18.040 Robert Tseng: Oh, yeah.

538 00:53:18.320 00:53:29.110 Robert Tseng: yeah, we should, we? Yeah, we should. We should. Yeah. I mean, if we’re sending them a demo video, we should be like, hey? Did you watch it like you? Wanna you wanna like, do you have any questions you want? We should try. We need to get them to engage with it.

539 00:53:29.920 00:53:34.480 Uttam Kumaran: Yeah, like, this person is a Vp of data at Keurig, Dr. Pepper, which I actually know.

540 00:53:34.880 00:53:37.359 Uttam Kumaran: Yeah, I’m connected to another thing. But

541 00:53:38.020 00:53:43.439 Uttam Kumaran: like. So let’s talk. Let’s talk about that one. Should I email them back? And or do you want to email them back?

542 00:53:44.830 00:53:47.160 Uttam Kumaran: I feel like you’re better than me at this.

543 00:53:48.670 00:53:52.489 Uttam Kumaran: I don’t want to throw more on your plate. I don’t. I’m not here to just be like you take it. I will take it.

544 00:53:52.490 00:53:54.173 Uttam Kumaran: Yeah, yeah, no, I’ll I’ll

545 00:53:55.110 00:53:58.829 Robert Tseng: Do you have the? Do? You have a thread? Am I on the thread? Probably not right.

546 00:53:59.180 00:54:02.939 Uttam Kumaran: You are, well, you’re not on the thread, but I’m just gonna tag you right here.

547 00:54:03.550 00:54:08.189 Robert Tseng: Okay, yeah, let me let me let me. Let me try to think about how I respond. And then.

548 00:54:08.190 00:54:12.459 Uttam Kumaran: I’m gonna I’m gonna make sure you have. Basically, you can respond through instantly.

549 00:54:12.700 00:54:16.789 Uttam Kumaran: And then if you click on the instantly link, I’ll make sure you have the login.

550 00:54:17.330 00:54:21.070 Uttam Kumaran: and then, yeah, like, we’re getting some good like

551 00:54:21.940 00:54:30.090 Uttam Kumaran: that. This thing, the the campaign around beverage is working like beyond anything we’ve done on email, this one’s ripping. I’ve never seen

552 00:54:30.350 00:54:33.449 Uttam Kumaran: all of our email stuff sucks for the most part.

553 00:54:33.660 00:54:39.800 Uttam Kumaran: though, this one’s really really working out. I would love someone like you. So I don’t cause I’m gonna just fuck these up.

554 00:54:41.180 00:54:44.143 Uttam Kumaran: And I think we can also sell data to these guys dude

555 00:54:44.390 00:54:47.030 Robert Tseng: No, that’s yeah. That’s that’s the goal man. That’s it.

556 00:54:47.030 00:54:53.739 Uttam Kumaran: Like, I, even the AI stuff like whatever I do think that all these people definitely would need our data help. But okay, okay, perfect.

557 00:54:54.190 00:54:54.800 Robert Tseng: Cool.

558 00:54:54.950 00:54:56.170 Uttam Kumaran: Alright, guys, thank you.

559 00:54:56.170 00:54:57.240 Robert Tseng: Alright. See? You guys.