Meeting Title: Weekly Client Review Date: 2025-01-16 Meeting participants: Nicolas Sucari, Uttam Kumaran, Robert Tseng
WEBVTT
1 00:01:32.380 ⇒ 00:01:36.550 Uttam Kumaran: Hey? Guys, oh, man, long day.
2 00:01:37.780 ⇒ 00:01:38.580 Nicolas Sucari: Hey? You! Don.
3 00:01:38.820 ⇒ 00:01:39.380 Uttam Kumaran: Hey!
4 00:01:39.380 ⇒ 00:01:40.160 Nicolas Sucari: Hey, guys.
5 00:01:43.500 ⇒ 00:01:48.560 Robert Tseng: Hey, guys? Sorry. I’m just wrapping up a slack message. All my attention will be back here in a sec.
6 00:01:48.700 ⇒ 00:01:55.898 Uttam Kumaran: Okay, cool. I’m gonna I’m gonna go walk to the fridge to get some food.
7 00:02:09.389 ⇒ 00:02:16.870 Uttam Kumaran: I am hoping I can hand off the contract stuff to Marianne, too. It’s just such a pain.
8 00:02:20.360 ⇒ 00:02:22.770 Nicolas Sucari: Yeah. She was a little bit confused about that.
9 00:02:24.040 ⇒ 00:02:28.050 Uttam Kumaran: What do you so what do you mean by confused dude? I don’t know. It’s like, why
10 00:02:28.740 ⇒ 00:02:33.450 Uttam Kumaran: I usually try to be pretty clear. I was like, Hey, we’re gonna
11 00:02:33.960 ⇒ 00:02:39.838 Uttam Kumaran: I’m gonna be handing off. And I also send a video at like 12.
12 00:02:40.630 ⇒ 00:02:47.839 Nicolas Sucari: Yeah, I don’t know. I think she was like understood. She understood that.
13 00:02:48.361 ⇒ 00:02:55.190 Nicolas Sucari: That you want her to like. Send all of the contracts and all of that.
14 00:02:56.150 ⇒ 00:02:58.180 Nicolas Sucari: and I don’t think like
15 00:02:58.560 ⇒ 00:03:09.760 Nicolas Sucari: she needs to be sending all of the contracts to the people. But the only thing she needed to do was just to create a form to gather the information needed for creating the contract. Right? So that’s what.
16 00:03:09.760 ⇒ 00:03:12.039 Uttam Kumaran: No, I want her to send the form, too.
17 00:03:12.670 ⇒ 00:03:17.099 Uttam Kumaran: Yeah, I mean, but it doesn’t happen. It doesn’t need to happen today. I was like.
18 00:03:17.690 ⇒ 00:03:18.440 Nicolas Sucari: I know, I know.
19 00:03:18.440 ⇒ 00:03:20.810 Uttam Kumaran: Are working on this. So if she.
20 00:03:21.460 ⇒ 00:03:24.019 Uttam Kumaran: I just like this, this is also why I was like.
21 00:03:24.820 ⇒ 00:03:40.639 Uttam Kumaran: this is one thing is like, when people have questions they need to just write it down and put in slack. Because if you I don’t want to buy, I don’t. And things are not chaotic like. If people make things more chaotic than they need to be or read into things, we can’t do anything. So that’s why I was like
22 00:03:40.980 ⇒ 00:03:45.790 Uttam Kumaran: cool. You have questions. Just write them down, keep hitting me
23 00:03:45.960 ⇒ 00:03:50.050 Uttam Kumaran: and nothing I didn’t say anything about like this needs to be done today or like
24 00:03:50.770 ⇒ 00:03:56.050 Uttam Kumaran: I was like, Yo, we just. I need you to take over our contract stuff and getting this out
25 00:03:56.940 ⇒ 00:03:58.870 Uttam Kumaran: for new employees and for new clients.
26 00:03:59.540 ⇒ 00:04:06.010 Uttam Kumaran: It’s like I. This is the easiest thing we do. It’s just something that I takes me like a lot of time. I want to hand over.
27 00:04:07.070 ⇒ 00:04:12.030 Nicolas Sucari: Yeah, yeah, I I told her to focus on creating the form so that we can review that.
28 00:04:12.776 ⇒ 00:04:19.180 Nicolas Sucari: But yeah, I’m gonna I’m gonna try to help her do that. And yeah, I’m.
29 00:04:19.180 ⇒ 00:04:20.540 Uttam Kumaran: No, but that’s what I’m saying, like, what is she?
30 00:04:20.540 ⇒ 00:04:21.040 Nicolas Sucari: Yeah, I don’t.
31 00:04:21.040 ⇒ 00:04:27.210 Uttam Kumaran: Understand what she needs help with like. Don’t help. I don’t want you to be spending time doing that for her, because she needs to
32 00:04:27.420 ⇒ 00:04:27.930 Uttam Kumaran: figure out.
33 00:04:28.790 ⇒ 00:04:42.680 Uttam Kumaran: you know, like I get like helping each other. And it’s like we all help each other. But I’m not. I don’t want you to do her job like I want. If she needs to create the form, she can create all that stuff. She’s she’s totally equipped to do all that.
34 00:04:43.223 ⇒ 00:04:51.719 Uttam Kumaran: Because there’s gonna this is this is what’s gonna happen. There’s gonna come a time where she’s gonna go, do something. And then she’s gonna ask you for some help, and then you’re gonna be on the line.
35 00:04:51.720 ⇒ 00:04:52.230 Nicolas Sucari: Okay.
36 00:04:52.230 ⇒ 00:05:10.180 Uttam Kumaran: No, no, you say no. This is what happens. This is what I’m saying. That’s like, I don’t, and I don’t want you to to take on that burden. Everybody needs to be able to operate sort of independently, especially for this stuff. It’s like, there’s this contract is 1010 lines that need to be changed. The company name the state
37 00:05:10.510 ⇒ 00:05:16.049 Uttam Kumaran: what? We’re what they’re paying like. Actually, that’s like 4 lines, 4 lines.
38 00:05:16.330 ⇒ 00:05:30.060 Nicolas Sucari: That. That’s that’s why I told her to focus on creating the form first, st and then to review all of the entire like contract sending preparation process but 1st like to focus on the con on the form, create the form, validate that with you, and then we can.
39 00:05:32.060 ⇒ 00:05:34.060 Uttam Kumaran: Overwhelmed.
40 00:05:34.480 ⇒ 00:05:36.679 Nicolas Sucari: Sorry. I I think we lost you, John.
41 00:05:36.950 ⇒ 00:05:37.640 Robert Tseng: Yeah, we’re talking.
42 00:05:37.640 ⇒ 00:05:39.190 Robert Tseng: Zing, yeah, okay, go ahead.
43 00:05:39.310 ⇒ 00:05:42.749 Uttam Kumaran: No. Do you just think it’s like she gets overwhelmed? Or what do you think it is?
44 00:05:43.300 ⇒ 00:05:49.469 Nicolas Sucari: I don’t know. I’m not sure, because every time we try to talk to her, you know, she kind of so.
45 00:05:49.470 ⇒ 00:05:50.870 Uttam Kumaran: She moves too fast.
46 00:05:50.870 ⇒ 00:05:56.609 Nicolas Sucari: Yeah, yeah, like she thinks faster than she can. I don’t know something like that. Yeah.
47 00:05:56.790 ⇒ 00:06:02.460 Nicolas Sucari: He tried to do everything so fast that I think she gets confused at the end of the day, but
48 00:06:03.000 ⇒ 00:06:10.520 Nicolas Sucari: I don’t know. Maybe we need to tell her to take it slow, like. Ask all of the questions she needs. In order to then start creating what we need.
49 00:06:10.790 ⇒ 00:06:18.340 Uttam Kumaran: Okay. Yeah, I mean, look, we’re we’re not. Gonna we’re never gonna be. I’m not gonna promise people that we’re gonna have all the answers. That’s a false promise.
50 00:06:18.340 ⇒ 00:06:19.840 Nicolas Sucari: No, no, obviously.
51 00:06:19.840 ⇒ 00:06:25.859 Uttam Kumaran: You know, but I but I also like the one thing we are. We do well, here is, I’m like, ask a million questions.
52 00:06:26.120 ⇒ 00:06:31.570 Uttam Kumaran: Right. That’s totally fine. But I don’t. Don’t ask questions in lieu of like
53 00:06:31.700 ⇒ 00:06:36.493 Uttam Kumaran: sitting down and thinking about like what the task we’re working. I’m like, if you read my message.
54 00:06:36.950 ⇒ 00:06:43.649 Uttam Kumaran: This, this is also. And again, we’re learning how everybody works. So that’s why I just want to know for me. That’s how I feel. I think she moves
55 00:06:43.800 ⇒ 00:06:44.660 Uttam Kumaran: really fast.
56 00:06:44.660 ⇒ 00:06:45.190 Nicolas Sucari: Yeah.
57 00:06:45.190 ⇒ 00:06:52.809 Uttam Kumaran: Kind of understanding the problem which in some ways is really good, like some things you can understand really quickly. Just go fast in other ways.
58 00:06:53.700 ⇒ 00:07:11.230 Uttam Kumaran: maybe because it’s coming from me. It seems like so urgent. And yeah, I literally, I don’t. I, I mean, yeah, I said, we wanted new client contract preparation and sending a new employee. Yeah, there’s like a hundred things involved in that. I was like, we just need to start working towards getting this off my plate because I’m
59 00:07:11.340 ⇒ 00:07:21.441 Uttam Kumaran: sort of screwing it up. You know. And by delaying. So, okay, cool. So like, yeah, maybe I’ll call her and sort of convey. I also think it’s helpful to get feedback, you know.
60 00:07:21.900 ⇒ 00:07:24.510 Uttam Kumaran: she’s gonna be working with more people. And
61 00:07:25.000 ⇒ 00:07:30.499 Uttam Kumaran: you know, if if my requirements are unclear. Then it’s gonna be tougher when there’s even harder stuff.
62 00:07:30.870 ⇒ 00:07:36.060 Uttam Kumaran: you know. And and also all this stuff is totally like she done. She’s done a great job on notion.
63 00:07:36.290 ⇒ 00:07:41.019 Uttam Kumaran: This stuff is way easier than that. In fact, the reason I didn’t give this
64 00:07:41.210 ⇒ 00:07:43.739 Uttam Kumaran: didn’t get this earlier is because this is the
65 00:07:43.890 ⇒ 00:07:47.850 Uttam Kumaran: or low hanging fruit stuff that I just want off of, like our plate.
66 00:07:48.960 ⇒ 00:07:59.440 Nicolas Sucari: Yeah, that’s fine. Yeah, I don’t know something. She tries to do everything so quick that she maybe don’t understand at all, or don’t think broadly on on the problem and just try to
67 00:07:59.550 ⇒ 00:08:02.439 Nicolas Sucari: get things done. And maybe she doesn’t understand
68 00:08:03.130 ⇒ 00:08:10.609 Nicolas Sucari: the entire thing. But it’s fine. We can encourage her to ask the right questions and go through slack, and we can
69 00:08:10.790 ⇒ 00:08:11.839 Nicolas Sucari: figured that out.
70 00:08:12.080 ⇒ 00:08:17.110 Uttam Kumaran: Yeah. Okay, okay, cool. But yeah, thanks for thanks for handling that today.
71 00:08:18.230 ⇒ 00:08:21.700 Nicolas Sucari: Yes, cool. Okay.
72 00:08:23.850 ⇒ 00:08:25.830 Nicolas Sucari: Are we waiting for someone else? I don’t think so. Right.
73 00:08:25.830 ⇒ 00:08:43.165 Uttam Kumaran: No, I think this is it? Yeah, I mean on on my end, like, I mean, this has been a really stellar like 2 weeks. I mean, we have a lot of clients that are signing urban stems just gave the approval. I’m sending the contract to Javi any moment here as soon as I have a little bit of food.
74 00:08:44.500 ⇒ 00:08:54.860 Uttam Kumaran: the stuff with Eden. I know we’re going to talk a little bit through today, so I think main, probably stuff in terms of active clients. I want to talk, talk through Eden and pool parts.
75 00:08:55.000 ⇒ 00:08:58.840 Uttam Kumaran: We will be kicking off stack. Blitz should get signed
76 00:08:59.010 ⇒ 00:09:07.070 Uttam Kumaran: today. So we basically will be starting on 3 additional data clients. I definitely want to talk about
77 00:09:08.580 ⇒ 00:09:19.010 Uttam Kumaran: kind of like, how our capacity looks like and sort of try to get ahead of thinking through what’s gonna break. The nice thing is urban stem starts next month.
78 00:09:19.490 ⇒ 00:09:30.050 Uttam Kumaran: And the initial work is really gonna be a lot of strategy which, on one hand, is good on another hand, it’s gonna be a lot of me, and probably Robert’s time.
79 00:09:30.790 ⇒ 00:09:36.569 Uttam Kumaran: So I think the biggest bottleneck is really gonna be anywhere. I think the
80 00:09:36.990 ⇒ 00:09:47.570 Uttam Kumaran: yeah. I think maybe we can. Let’s talk about Eden first, st and then let’s talk about the new clients. Last, I have a couple of opinions on where I think things are gonna start to
81 00:09:47.730 ⇒ 00:09:56.939 Uttam Kumaran: to sort of hit a wall, and so we can get ahead of that. But yeah, let’s talk about active clients. So maybe, Robert, if you want to lead off on
82 00:09:57.110 ⇒ 00:09:59.900 Uttam Kumaran: eaten stuff, we can begin there.
83 00:10:00.390 ⇒ 00:10:01.564 Robert Tseng: Yeah, sure.
84 00:10:06.750 ⇒ 00:10:13.459 Robert Tseng: I guess I’m just gonna flash the Eden notion and just look through active things here.
85 00:10:20.370 ⇒ 00:10:26.869 Robert Tseng: we just quick, quick! We did. We kill the internal like client meeting.
86 00:10:30.630 ⇒ 00:10:34.100 Nicolas Sucari: No, I think we never had one for for Eden weekend.
87 00:10:34.100 ⇒ 00:10:37.810 Nicolas Sucari: You don’t have 1 1 for Javi, and we killed that one. Yeah.
88 00:10:37.810 ⇒ 00:10:52.779 Robert Tseng: Yeah, okay, got it? Yeah. I mean, I think, just maybe small tangent. But like, as we’re thinking through your time, do you think we should do weekly internals with, like the with the engineers and analysts like on on call, as well.
89 00:10:53.000 ⇒ 00:10:59.060 Uttam Kumaran: Yeah, I mean, we. So we have one sort of data one. I do think that’s something middle of the week
90 00:10:59.280 ⇒ 00:11:01.399 Uttam Kumaran: is great, too. I mean.
91 00:11:02.040 ⇒ 00:11:29.709 Uttam Kumaran: I don’t know for me like I think about myself, and I feel like I do my best to keep things up to date, and still kind of have a hard time, I do think like one more meeting, I mean. Look, if everybody was internal we’d be meeting every day, like if every if all the engineers are full time we’d meet with them every day. So I do want to inch towards that. I do think at least one more meeting on on between the data team
92 00:11:29.860 ⇒ 00:11:44.030 Uttam Kumaran: is great. So let’s try to aim for that. Maybe it’s maybe it’s like when, like, maybe it’s around this time. Or yeah, probably it’s around this time, or sort of Thursday morning. That way gives us about
93 00:11:44.330 ⇒ 00:11:46.009 Uttam Kumaran: 24 h
94 00:11:46.460 ⇒ 00:11:52.030 Uttam Kumaran: to close, to like make any moves we need. If we meet on Friday, it’s gonna be a waste.
95 00:11:54.590 ⇒ 00:11:55.040 Robert Tseng: Yeah.
96 00:11:55.040 ⇒ 00:11:56.739 Uttam Kumaran: So I would prefer that too.
97 00:11:56.740 ⇒ 00:12:00.780 Robert Tseng: I like. I like this call being like Thursday afternoon, because.
98 00:12:00.890 ⇒ 00:12:13.780 Robert Tseng: like usually when I’m thinking about like timeline within a setting, expectations with clients. I don’t want anything to ever be due on a Friday or Monday, you know, and like, it’s probably not. Gonna we’re not gonna be able to grab their time on Wednesday.
99 00:12:14.070 ⇒ 00:12:26.749 Robert Tseng: I know Utam, you and I like try to keep meeting light on Wednesday, so I kind of want to like make all time all deadlines, an ideal world kind of be on Tuesdays and Thursdays, when I do client presentations like.
100 00:12:26.970 ⇒ 00:12:27.400 Uttam Kumaran: Okay.
101 00:12:27.400 ⇒ 00:12:30.299 Robert Tseng: Where they would eat in. So I think like
102 00:12:30.430 ⇒ 00:12:43.809 Robert Tseng: right like, after those calls like having this like, I have very clear in my head like what Eden’s next steps are, and it’s good to plan. But I imagine that could also be helpful for like the other clients. So yeah, we do like
103 00:12:43.910 ⇒ 00:12:48.009 Robert Tseng: morning planning with the teams like with the team.
104 00:12:48.430 ⇒ 00:13:06.669 Robert Tseng: I would say. Like, if we’re trying to do for a mid midweek thing I’m willing to do a Wednesday morning like Wednesday morning or Thursday morning, if that helps but I think that’s what I would prefer for, like in in like client internal, like kind of like engineering, analyst meetings per client.
105 00:13:07.060 ⇒ 00:13:13.009 Uttam Kumaran: Yeah, I think that’s fair. I mean, I feel like on the AI side we meet every day, and
106 00:13:13.150 ⇒ 00:13:38.799 Uttam Kumaran: things move like we. There are a couple of opportunities where we probably would have lost a few days, where? Because we met every day, it’s solved, I think. Similarly, on the data side. I think there’s 2 things, one, a lot of the like, the data modeling and data engineering work. You know it. It happens all the time, I think for the day. For the data analyst stuff. There’s a lot of intraday changes, and there’s probably a lot of opportunity where, if we just talked for 5 min we would get through.
107 00:13:38.930 ⇒ 00:13:44.149 Uttam Kumaran: I think. Wednesday, I think. Let’s aim for Wednesday, cause that way. We do Monday.
108 00:13:44.530 ⇒ 00:13:57.040 Uttam Kumaran: Wednesday, and then we can do an Async sort of one across the whole data team on Fridays. And we again, also, we meet as a whole team, anyways. So we’ll get we can get updates there, I think that’s a great cadence
109 00:13:57.180 ⇒ 00:14:04.440 Uttam Kumaran: that way. On Wednesday we have at least a through line to the end of the week, so we could make any adjustments necessary.
110 00:14:05.730 ⇒ 00:14:15.380 Uttam Kumaran: I think the bigger the bigger thing is like we’re now gonna be kind of stretched across these clients. So having that meeting be extremely productive is gonna be
111 00:14:15.590 ⇒ 00:14:21.420 Uttam Kumaran: really important. And and again, it’s gonna continue to be super important that we track everything.
112 00:14:21.907 ⇒ 00:14:32.990 Uttam Kumaran: Okay. So let’s plan on that, Nika, do you wanna lead that like Monday Wednesdays? Let’s just do the same. Like, you basically can take that same data meeting and just have it on both days.
113 00:14:33.720 ⇒ 00:14:42.579 Nicolas Sucari: That that time works because I don’t think like across different time zones. I don’t pay as if it’s gonna be able to join, or we need to move it like later in the day.
114 00:14:42.580 ⇒ 00:14:50.740 Uttam Kumaran: Message, message him and and tell him that like, ask him when he’s free, basically before yeah.
115 00:14:50.740 ⇒ 00:14:57.869 Nicolas Sucari: Yeah, I think we will need in that meeting like you. Maybe.
116 00:14:59.660 ⇒ 00:15:07.679 Robert Tseng: Mornings before noon. She says she’s flexible, and if propious like, I don’t even want to make that an option I just want to make. He has to come. He has to just join it.
117 00:15:07.680 ⇒ 00:15:08.150 Nicolas Sucari: I agree.
118 00:15:08.150 ⇒ 00:15:08.789 Uttam Kumaran: I’m the same way.
119 00:15:09.395 ⇒ 00:15:10.000 Nicolas Sucari: Okay.
120 00:15:10.000 ⇒ 00:15:19.159 Uttam Kumaran: Yeah. And and yeah, and I, just, I would just yeah. And also like they could, whatever they got going on on their side, like. It’s just 30 min or something they could. They can handle it.
121 00:15:19.160 ⇒ 00:15:19.760 Robert Tseng: Yeah, they can.
122 00:15:20.226 ⇒ 00:15:23.070 Uttam Kumaran: Okay, it’s 2 meetings for the most part.
123 00:15:23.070 ⇒ 00:15:28.090 Nicolas Sucari: Perfect. Okay, I’ll still Wednesdays and Wednesdays. I’ll check.
124 00:15:28.753 ⇒ 00:15:31.120 Nicolas Sucari: Your calendars. And yeah, just.
125 00:15:31.510 ⇒ 00:15:33.870 Uttam Kumaran: On the on the data modeling side.
126 00:15:34.030 ⇒ 00:15:38.300 Uttam Kumaran: Most the we most likely will start meeting every day.
127 00:15:40.380 ⇒ 00:15:41.420 Nicolas Sucari: We look.
128 00:15:41.420 ⇒ 00:15:42.180 Uttam Kumaran: Yeah.
129 00:15:42.440 ⇒ 00:15:48.169 Nicolas Sucari: Okay, do you want to include me on that ones, or maybe make me optional? I.
130 00:15:48.170 ⇒ 00:15:50.840 Uttam Kumaran: I’m trying to think. Because, yeah, I’m
131 00:15:51.620 ⇒ 00:16:04.930 Uttam Kumaran: the the only reason is is because, like for the work I I’m gonna do, it’s just helpful to balance ideas off of it. I just haven’t been doing now that I’m starting to gonna take on more. So I think we’ll probably end up having a daily stand up.
132 00:16:05.040 ⇒ 00:16:05.940 Uttam Kumaran: or something.
133 00:16:05.940 ⇒ 00:16:06.420 Nicolas Sucari: Yeah.
134 00:16:07.080 ⇒ 00:16:14.689 Nicolas Sucari: Oh, yeah, yeah, I I like that. But just include me. Maybe when you start talking about deep code stuff, I can jump off. But.
135 00:16:14.690 ⇒ 00:16:15.150 Uttam Kumaran: Okay.
136 00:16:15.454 ⇒ 00:16:20.029 Nicolas Sucari: For context, I think it’s it’s gonna be good for me to join those meetings.
137 00:16:20.030 ⇒ 00:16:24.339 Uttam Kumaran: Yeah, I think those meetings are will just be engineering focused. And then
138 00:16:24.450 ⇒ 00:16:26.856 Uttam Kumaran: I mean, we’ll we’re talking about tickets.
139 00:16:27.200 ⇒ 00:16:28.090 Nicolas Sucari: No, yeah. But that’s fine.
140 00:16:28.090 ⇒ 00:16:34.820 Uttam Kumaran: Blocked, and then and then the Monday, Wednesday, just purely like, okay, this thing is due. Where is it?
141 00:16:35.230 ⇒ 00:16:35.809 Nicolas Sucari: Yeah. Go ahead.
142 00:16:35.810 ⇒ 00:16:40.310 Uttam Kumaran: How do we get through this? And ideally, I want those meetings I don’t want to talk about.
143 00:16:40.520 ⇒ 00:16:53.890 Uttam Kumaran: I don’t want to spend the majority of time talking about like moving tickets, like as much of that we can do before the meeting as possible and get updates that meeting. I want to talk about stuff that’s gonna be that’s basically not gonna hit the the finish line on time.
144 00:16:54.915 ⇒ 00:17:01.439 Uttam Kumaran: Yeah, you know. So okay, perfect. This is a. This is a good discussion on that.
145 00:17:01.936 ⇒ 00:17:04.870 Uttam Kumaran: So yeah, you can continue on on Eden stuff.
146 00:17:05.089 ⇒ 00:17:11.409 Robert Tseng: Cool. Yeah, I’m not gonna click into every ticket. I’ll just gonna talk generally over things. I don’t wanna go over without this.
147 00:17:11.800 ⇒ 00:17:14.839 Robert Tseng: Okay, so that’s fine, like I don’t think she has to move things.
148 00:17:14.849 ⇒ 00:17:20.939 Uttam Kumaran: How do you? How do you look at her like efficiency? I think she’s I mean she seems to be almost doing stuff every day.
149 00:17:22.050 ⇒ 00:17:35.320 Robert Tseng: Yeah, efficiency. Well, I mean the I think she’s only been doing like design work. So far, kind of looks like I’ve had her take the lead on doing event data modeling. I would say, she’s okay at it. I think.
150 00:17:35.320 ⇒ 00:17:35.720 Uttam Kumaran: Okay.
151 00:17:35.720 ⇒ 00:17:47.410 Robert Tseng: It’ll be cleaner. I don’t think she gave Nico the best requirements to fill in, to be honest, but I think them kind of working it out will help help help her understand? Like, what kind of how clear it needs to be.
152 00:17:47.560 ⇒ 00:17:47.925 Robert Tseng: Okay.
153 00:17:48.290 ⇒ 00:18:04.050 Nicolas Sucari: Yeah, I I asked. I asked the meeting for her, just to be like to understand and ask her some questions about how is she thinking all of these models? So that then I can translate that into the tracking plan. But maybe that will be will help me and her to create better requirements and
154 00:18:04.190 ⇒ 00:18:05.939 Nicolas Sucari: improve that sheet.
155 00:18:06.370 ⇒ 00:18:14.687 Robert Tseng: Well, if you just look at the art helper one Nico, like I I made that, and like or I, I hope you’re looking at my version and not hers, but like,
156 00:18:15.280 ⇒ 00:18:21.659 Robert Tseng: yeah, like event, name should be standardized like the color coding should make sense like it should be very clear.
157 00:18:21.660 ⇒ 00:18:22.520 Nicolas Sucari: Yeah, exactly.
158 00:18:23.310 ⇒ 00:18:24.030 Nicolas Sucari: I
159 00:18:24.130 ⇒ 00:18:36.060 Nicolas Sucari: I wanna also I wanna understand, like, what is she looking to create that model? And so that will help me understand more about those events and property names. But yeah, I I get it. And we we need to standardize that because.
160 00:18:36.060 ⇒ 00:18:36.810 Robert Tseng: Yeah, I don’t think.
161 00:18:36.810 ⇒ 00:18:39.169 Nicolas Sucari: The new one. There were some new colors. Yeah.
162 00:18:39.170 ⇒ 00:19:05.809 Robert Tseng: Yeah, she didn’t really follow it completely. So I understand that it’s not. It’s not easy to translate it. But anyway, so that’s something that she’ll get better at, and then, as far as like dashboard design, I mean. So far I’ve been happy with what she’s been putting forth. I think she’s not afraid to push things out like version at a time. So that’s great. I feel like with previous analysts. They were like always afraid to push things out so I think like I feel comfortable with her, like iterating on things. And like.
163 00:19:05.940 ⇒ 00:19:12.510 Robert Tseng: you know, hopefully, she doesn’t take it. Take my feedback. Personally, I did have a chat with her earlier this week, though, because I think
164 00:19:12.750 ⇒ 00:19:17.260 Robert Tseng: I don’t know whatever we we. I think she’s just getting used to the way that I give feedback
165 00:19:17.780 ⇒ 00:19:19.299 Robert Tseng: and yeah, I think.
166 00:19:19.300 ⇒ 00:19:23.179 Uttam Kumaran: I think, the benefit of like, I think that’s how we’re gonna kind of do this. I think
167 00:19:23.350 ⇒ 00:19:31.980 Uttam Kumaran: stuff on slack. We’re. I’m also this. I’m just like we just try to be super direct. I think, having those other sort of sessions when we meet will alleviate some of the like.
168 00:19:32.370 ⇒ 00:19:38.409 Uttam Kumaran: The friction. Otherwise. So, having Monday, Wednesday to basically iron out stuff.
169 00:19:38.800 ⇒ 00:19:42.639 Uttam Kumaran: be a voice, and then everything else. Async will help versus everything Async.
170 00:19:43.230 ⇒ 00:19:43.870 Robert Tseng: Yeah.
171 00:19:44.454 ⇒ 00:19:59.929 Robert Tseng: But yeah, no. I like that. We have a couple of dashes like the executive business. How this is a this is a meaty project this could run for 2 weeks. There’s so much there’s so much stuff to it. But yeah, I think just getting the design from the execs, letting me be able to discuss with them like adjustments they want to make.
172 00:20:00.020 ⇒ 00:20:14.710 Robert Tseng: That’s great. I mean, I’d love to see her be like driving those meetings in the future, and not just me like as well. So I think she, I think she could do it. So I think maybe we I can start to bring her into those like reporting or dashboard design conversations.
173 00:20:14.930 ⇒ 00:20:20.370 Robert Tseng: I have yet to see her build the dashboard. So I think that’s that’s the next question. Mark for me.
174 00:20:20.630 ⇒ 00:20:22.019 Uttam Kumaran: Does she know? Look her stuff.
175 00:20:22.230 ⇒ 00:20:42.459 Robert Tseng: She says she does looker, and she’s a bigquery at calendly and stuff. So I mean I I’m sure it’s not hard, I think she but I was. Wonder how long it’ll take her. I’ll I’ll get a sense of if she’s efficient or not, because if she’s not efficient, I would rather just get some like looker specialists to just crank out her like. I don’t know. Maybe that over complicates it. But we will.
176 00:20:42.460 ⇒ 00:20:44.050 Uttam Kumaran: I see, I see what you mean. Yeah, okay.
177 00:20:45.307 ⇒ 00:20:51.450 Robert Tseng: But yeah. And then she can just continue to just be more of like the senior level analyst that like.
178 00:20:51.450 ⇒ 00:20:51.820 Uttam Kumaran: Lost!
179 00:20:52.180 ⇒ 00:20:56.634 Robert Tseng: Like design things that might that I that I need
180 00:20:57.630 ⇒ 00:21:00.139 Uttam Kumaran: I would. Yeah, yeah, okay. Very good. Makes sense.
181 00:21:00.370 ⇒ 00:21:01.609 Robert Tseng: And then
182 00:21:02.030 ⇒ 00:21:07.904 Robert Tseng: I guess you know, maybe what would be helpful, instead of looking at these cards, is like, I can just share the deck that I
183 00:21:08.250 ⇒ 00:21:12.029 Robert Tseng: I can just walk through, re-walk through the deck that I had with them.
184 00:21:16.670 ⇒ 00:21:19.049 Robert Tseng: So you can get a sense of like what I think is.
185 00:21:19.190 ⇒ 00:21:22.140 Uttam Kumaran: Yeah. And I also definitely wanna hear about who the
186 00:21:22.590 ⇒ 00:21:27.650 Uttam Kumaran: the characters are on their side and sort of like
187 00:21:29.340 ⇒ 00:21:36.310 Uttam Kumaran: what they care about. That’s why I can. I can kind of pattern, match them to some other clients and think about how to how to approach it. Long term.
188 00:21:36.530 ⇒ 00:21:51.239 Robert Tseng: Yeah, totally. So, okay, so here it is like, this is like, these are the main couple of objectives that I had set out. I I shared this with them 2 weeks ago. Right? So I was like, Hey, we’re gonna just go focus on marketing, reporting. And we’re gonna do some infrastructure stuff
189 00:21:51.470 ⇒ 00:22:14.789 Robert Tseng: on the marketing side. We didn’t. It was like a slight pivot. But like turns out like we needed this underlying product. Level data to be to be accurate because we cannot accurately calculate, we cannot accurately calculate. Return on ad spend cac, and these core like marketing metrics tied to revenue if we’re not able to even have the product level mappings. That’s why
190 00:22:14.790 ⇒ 00:22:22.060 Robert Tseng: I’ve kind of like pushed us more towards getting the product product level like revenue and cogs kind of figured out
191 00:22:22.385 ⇒ 00:22:26.629 Robert Tseng: they were okay with that pivot. This was the kind timeline that I shared with them.
192 00:22:26.890 ⇒ 00:22:41.299 Robert Tseng: It was like, okay, consolidation of marketing, reporting they already have like an existing dash. So I didn’t really have to build anything new. I just made a couple of edits, and that has put kept them at bay so that that Eta was was great. So yeah, I think everything that I put here timeline wise.
193 00:22:41.620 ⇒ 00:22:46.529 Robert Tseng: I didn’t have to change it. I think we’re on track to what I expected. So that was good.
194 00:22:47.020 ⇒ 00:22:54.130 Robert Tseng: I shared a couple of deliverables with them. You click into these links. This is the daily snapshot dashboard design that I worked on
195 00:22:54.970 ⇒ 00:23:06.309 Robert Tseng: with Sahana. There’s a couple of adjustments that they execs wanted that I don’t agree with. But it’s fine, like I I think I’ll just build what I had here, and then they can decide if they want to add it on later.
196 00:23:08.210 ⇒ 00:23:16.540 Robert Tseng: yeah. So you know, pretty much this ends up being like a weekly snapshot of like product performance. So they can see. Like.
197 00:23:17.380 ⇒ 00:23:20.870 Robert Tseng: guess I don’t know if you can zoom in that much to this. You can click on the link later.
198 00:23:20.870 ⇒ 00:23:21.570 Uttam Kumaran: Yeah.
199 00:23:22.041 ⇒ 00:23:24.400 Robert Tseng: But it’s just like a
200 00:23:24.840 ⇒ 00:23:50.450 Robert Tseng: I don’t let’s just say top 5 product performance in the past week. We can see like what their dailies look like over over the time. We’ll have a table to see like which ones are, you know. If it is it a new product that jumped up into the top 5 and had like a hundred 50% increase in sales week over week, or whatever it is, they just want some signal of like how like, which products are the ones that are driving the most revenue for them right? And then.
201 00:23:50.670 ⇒ 00:24:17.089 Robert Tseng: like this one is like a multi is like like a multi product weekly sales performance. So maybe I want to see like Sema versus ters. And I want to like, look at those 2 products and how they’re side by side. And I want to filter specifically on new customers because we think they think that there’s a lot of cross product impact that they’re not able to see because, you know, at the end of the day they’re all trying to drive weight loss. But they’re just testing different compounds.
202 00:24:17.210 ⇒ 00:24:36.919 Robert Tseng: So they’re wondering, hey, if someone signs up for injectable semaglutide and they switch well, or if they go to. And then they see that the new tours product or the gummies. Will that will they switch off of injectable Sema to go after these other products? And like they want to understand kind of customer behavior there.
203 00:24:37.070 ⇒ 00:25:05.380 Robert Tseng: I think we’re still a bit away from being able to give them like clear visibility into cross product pollination, or whatever but at least that’s like something that they wanted to see. And then the 90 day product performance is pretty much just the same table that I guess you and Luke had worked on. That’s just like, okay. Daily Daily Revenue orders. 30 days, 90 day, or whatever. And it’s just like a product list. Over the past 90 days.
204 00:25:06.069 ⇒ 00:25:11.560 Robert Tseng: So that’s that’s kind of what I think. Then this should all be built out on looker, and then it’ll replace that
205 00:25:11.670 ⇒ 00:25:15.659 Robert Tseng: python like screenshot that you’ve seen.
206 00:25:16.020 ⇒ 00:25:16.720 Uttam Kumaran: Perfect.
207 00:25:16.720 ⇒ 00:25:17.420 Robert Tseng: Yeah.
208 00:25:18.141 ⇒ 00:25:24.779 Robert Tseng: and then this is the other thing. Executive business, health, dashboard design. So this one is a bit more kind of meaty.
209 00:25:25.305 ⇒ 00:25:50.750 Robert Tseng: Yeah, these were the the 8 areas. They’re not mutually exclusive that the execs put up Sahana just kind of went and like copied it and went with it. I think there’s some consolidation that needs to happen. But my main emphasis here was like, Okay, we know that these are the things you want to have an executive level view of this is the prioritization that I’m going. And we’re going for res revenue first.st So we’ll get everything product level or just like.
210 00:25:50.840 ⇒ 00:26:01.758 Robert Tseng: you know, monthly realized revenue and and app and average revenue per customer. I don’t think that’s really that important. This is not a software company. You’ll just do revenue. And then,
211 00:26:02.620 ⇒ 00:26:15.720 Robert Tseng: yeah, new versus recurring is something they always want to see and then we can. And then the cogs, because naturally, the the modeling that you and Luke are working on both impact. I think we’ll both power these types of reports.
212 00:26:15.750 ⇒ 00:26:32.960 Robert Tseng: And then, like, yeah, I have a sense of the marketing performance reports now, but I need to do more. I need more discovery with them, and they’re asking for a lot of complex metrics that I’m trying to like, filter through and figure out like what is really the the thing that we can accurately measure right now.
213 00:26:33.537 ⇒ 00:26:45.309 Robert Tseng: A complication here is they don’t have like direct integrations with every channel. So like Reddit, add data doesn’t come in real time through into bigquery like they use some like
214 00:26:45.860 ⇒ 00:27:01.949 Robert Tseng: I don’t know they they just use some hacky thing that either Rob build out or the the cro guy build out so I wonder if like to me, it sounds like there’s some connectors problems that we need to solve before we get the marketing data in which
215 00:27:02.300 ⇒ 00:27:22.380 Robert Tseng: kind of checks out that’s similar to like where Javi was at like we. We haven’t been doing marketing, reporting, because all we can do is pull in north beam, and we didn’t really set that up yet. So there may be like, I feel like this, even though it’s a big priority for them. It’s a bit more complicated than just working with existing sales and order data from Basque.
216 00:27:23.210 ⇒ 00:27:24.969 Uttam Kumaran: Yeah, I guess on on that point
217 00:27:25.820 ⇒ 00:27:30.380 Uttam Kumaran: I don’t know. I feel like we for almost every client that we’ve done we do
218 00:27:30.640 ⇒ 00:27:33.100 Uttam Kumaran: marketing, combined marketing performance.
219 00:27:33.100 ⇒ 00:27:33.490 Robert Tseng: Yep.
220 00:27:33.490 ⇒ 00:27:35.799 Uttam Kumaran: A lot of this is just hooking into.
221 00:27:36.260 ⇒ 00:27:41.859 Uttam Kumaran: you know, the 5 probably digital areas that they’re spending the tables are pretty standard.
222 00:27:42.100 ⇒ 00:27:43.630 Uttam Kumaran: So I don’t think it’s like
223 00:27:43.990 ⇒ 00:27:48.049 Uttam Kumaran: that hard, although I do think it’s probably in terms of
224 00:27:48.340 ⇒ 00:27:51.985 Uttam Kumaran: hitting the top 2 items first.st That’s a great order. I just. I don’t think it’s like
225 00:27:53.160 ⇒ 00:27:55.099 Uttam Kumaran: I don’t think it’s incredibly difficult.
226 00:27:55.270 ⇒ 00:28:13.300 Robert Tseng: Yeah, I mean, we’re, I’m I say, these are the order. But we’re we’re parallelizing everything like I’m gonna keep moving on this like I I feel good that the progress we’re making here. But yeah, I just letting you know. I I think the the revenue cogs scope stuff is pretty clear now. So I’m spending more of my time thinking about the marketing.
227 00:28:14.020 ⇒ 00:28:18.116 Robert Tseng: So Hana built out the event data model here. So I just presented to them
228 00:28:18.390 ⇒ 00:28:22.910 Uttam Kumaran: Nice. We’ve done a lot of. I mean, we’ve done a lot of work for them already, like, so far.
229 00:28:22.910 ⇒ 00:28:26.594 Uttam Kumaran: Yeah. Curious how they your message, but you don’t just spoil it.
230 00:28:26.890 ⇒ 00:28:28.030 Uttam Kumaran: Oh, yeah.
231 00:28:28.990 ⇒ 00:28:52.689 Robert Tseng: Yeah. So yeah. So that was good. I think we have a good, at least. 1st pass at what a full customer end to end journey looks like this is productive. When I have conversations with the brand team or with the the Member experience team that pinged me in the analytics channel today with new data requests. You know, they’re wanting to track things like they want to know. Yeah, they’re gonna want to know, like what
232 00:28:52.830 ⇒ 00:29:03.659 Robert Tseng: data that we’re tracking is able to actually help them measure whatever they’re looking at. So I think this was a necessary exercise, and I think Sahana spent a good amount of time on it, so.
233 00:29:03.660 ⇒ 00:29:04.260 Uttam Kumaran: Cool.
234 00:29:05.450 ⇒ 00:29:09.480 Robert Tseng: This was a really like half assed slide. I didn’t really have. I was running close to time.
235 00:29:10.310 ⇒ 00:29:11.139 Uttam Kumaran: Okay.
236 00:29:11.140 ⇒ 00:29:17.909 Robert Tseng: Took some stuff and called out, the blockers here. So I tried to like, get a grab, a couple of visuals of the back end work.
237 00:29:17.910 ⇒ 00:29:22.339 Uttam Kumaran: It’s hard, it’s I don’t know what like. It’s hard to understand what people know.
238 00:29:22.840 ⇒ 00:29:28.340 Uttam Kumaran: So some people don’t even know like that is a part of it. So they’re like, what do I show.
239 00:29:28.440 ⇒ 00:29:30.560 Robert Tseng: It’s also very non visual.
240 00:29:30.740 ⇒ 00:29:35.170 Uttam Kumaran: Part of of data. So yeah, and we’re still I,
241 00:29:35.530 ⇒ 00:29:40.310 Uttam Kumaran: we’re still kind of thinking overall. I think, how we even demonstrate this. But okay.
242 00:29:40.530 ⇒ 00:29:41.160 Robert Tseng: Yeah.
243 00:29:41.630 ⇒ 00:29:43.830 Nicolas Sucari: We always have the same issue like, it’s really.
244 00:29:43.830 ⇒ 00:29:44.210 Uttam Kumaran: Yeah.
245 00:29:44.210 ⇒ 00:29:44.890 Nicolas Sucari: Advantage.
246 00:29:45.480 ⇒ 00:29:47.479 Nicolas Sucari: These kinds, this kind of stuff.
247 00:29:47.480 ⇒ 00:29:56.969 Robert Tseng: We did something with Javi, where, like where we was with Stella, we ended up having a slide where we took screenshots of every step. I mean, we’re that’s a good.
248 00:29:56.970 ⇒ 00:29:57.480 Uttam Kumaran: Yeah.
249 00:29:57.480 ⇒ 00:30:01.969 Robert Tseng: I would like to get to that once we’re there. But but yeah, for while we’re not.
250 00:30:01.970 ⇒ 00:30:02.570 Uttam Kumaran: It’s like.
251 00:30:02.570 ⇒ 00:30:04.049 Robert Tseng: It is kind of weird to just.
252 00:30:04.790 ⇒ 00:30:11.240 Uttam Kumaran: Maybe it’s something between that thing on the left and something that’s like super design.
253 00:30:11.510 ⇒ 00:30:15.809 Uttam Kumaran: where maybe I’ll get an answer to just develop like blocks for us in figma.
254 00:30:16.250 ⇒ 00:30:21.169 Uttam Kumaran: but into fig jam. And then we can basically do like orders customers and connect to those sources.
255 00:30:21.300 ⇒ 00:30:24.920 Uttam Kumaran: And then this is like, we built these models. And then, yeah, you could share
256 00:30:24.920 ⇒ 00:30:30.870 Uttam Kumaran: the columns we have. And it’s like a little bit. Because dude. This is useless, like lineage from DVD is completely useless.
257 00:30:33.070 ⇒ 00:30:36.810 Uttam Kumaran: Yeah, it’s like, but this is the problem is that they like
258 00:30:37.050 ⇒ 00:30:41.269 Uttam Kumaran: they’re trying to make it useful. And there’s no, it’s absolutely no use like
259 00:30:43.020 ⇒ 00:30:51.090 Uttam Kumaran: So I think we’ll we’ll think of something there. I think there’s we have enough of these variations for me to have her do that.
260 00:30:51.540 ⇒ 00:31:03.099 Uttam Kumaran: It’s it’s a it’s a little bit bespoke every time. But again, as we go, we just have the core entities, and we just connect them to the sources. Then we have, like a slide that can evolve, and that way, every time you present the slide
261 00:31:03.450 ⇒ 00:31:08.139 Uttam Kumaran: you can call out the any new models or new sort of setup models that we create.
262 00:31:08.340 ⇒ 00:31:22.910 Robert Tseng: Yeah, that would be ideal. So that I can. Just you know, I have a once January went to 16. Yeah, I was thinking, I was gonna have to get a version of this every like week or 2 weeks with like some updates of what was added on the back end. But whatever? Yeah, so whatever.
263 00:31:22.910 ⇒ 00:31:28.080 Uttam Kumaran: Yeah, ideally, it’s like, you tag me or Luke. And you’re like, Hey, update this little. The diagram.
264 00:31:28.080 ⇒ 00:31:28.430 Robert Tseng: Yeah.
265 00:31:28.430 ⇒ 00:31:33.030 Uttam Kumaran: New models, and then the median will be. I’ll have her push it into big jam.
266 00:31:33.280 ⇒ 00:31:33.960 Robert Tseng: Yeah.
267 00:31:34.210 ⇒ 00:31:39.050 Robert Tseng: So I mean, for the time being, they didn’t question it. They just focus on the blockers, anyway. So
268 00:31:39.912 ⇒ 00:31:55.539 Robert Tseng: yes, you can push. I’ll give you access to the best guys. But you will need to. I’ll probably give you a direct line with Josh and Adam the CEO, because I guess the best people will probably only respond if it’s the exact same.
269 00:31:55.540 ⇒ 00:31:57.030 Uttam Kumaran: That’s what Rob told me, too.
270 00:31:57.220 ⇒ 00:32:01.099 Robert Tseng: So, yeah, I I raised the the refund issue to him. He was like.
271 00:32:01.100 ⇒ 00:32:01.600 Uttam Kumaran: Stay safe.
272 00:32:01.600 ⇒ 00:32:06.920 Robert Tseng: Flabbergasted that they didn’t have refund data. But yeah, anyway.
273 00:32:06.920 ⇒ 00:32:08.989 Uttam Kumaran: Tell them we’re on their team. We’re gonna get it.
274 00:32:09.840 ⇒ 00:32:10.670 Robert Tseng: Yeah.
275 00:32:10.670 ⇒ 00:32:19.940 Uttam Kumaran: Yo. I tried to join the I went to bask. I I want I can’t. You can’t find the Api docs anywhere. And then I. They have a slack. So I joined the slack.
276 00:32:20.100 ⇒ 00:32:24.040 Uttam Kumaran: Not bare, empty. No one’s there like.
277 00:32:24.270 ⇒ 00:32:24.630 Robert Tseng: Yeah.
278 00:32:24.630 ⇒ 00:32:30.589 Uttam Kumaran: All these channels. No one’s talked to them, and it’s like, what the fuck is this company like Bask? I don’t know.
279 00:32:31.080 ⇒ 00:32:37.548 Robert Tseng: I mean it was started by like, I mean, the guy is a 25 year old guy in in Brooklyn, you know. There.
280 00:32:37.830 ⇒ 00:32:41.180 Uttam Kumaran: I look like he’s from Brooklyn, too. I guessed it. I didn’t. Wanna I didn’t. Wanna
281 00:32:41.560 ⇒ 00:32:43.940 Uttam Kumaran: you know, generalize, he looked like he was from Brooklyn.
282 00:32:45.409 ⇒ 00:32:45.949 Uttam Kumaran: Yeah.
283 00:32:45.950 ⇒ 00:32:52.500 Robert Tseng: So I mean, they’re just trying to build shopify. Yeah, I don’t know why, but they’re not doing a good job. So.
284 00:32:52.890 ⇒ 00:32:53.220 Uttam Kumaran: That’s fine!
285 00:32:54.260 ⇒ 00:32:59.980 Robert Tseng: Anyway? Yeah. And then there’s some other like, those are the core slides I presented to them.
286 00:33:00.520 ⇒ 00:33:26.330 Robert Tseng: These are just other like things that I update. This is like the results from the audit that I conducted in the beginning. So if you guys ever want to look through it, I do have like capability slides for the different tools that they’ve using. And then I presented this budget thing to them, based on the hours that Nico sent me. I just like threw up these numbers. I just wanted to let them know that we should be getting paid more. So this is what I sent them every time you saw this message, and
287 00:33:26.540 ⇒ 00:33:30.629 Robert Tseng: I mean they didn’t respond yet, so probably made them a bit uncomfortable.
288 00:33:32.160 ⇒ 00:33:34.009 Robert Tseng: Okay, I just I needed to do it. So.
289 00:33:34.010 ⇒ 00:33:35.219 Uttam Kumaran: No, it’s good, it’s good.
290 00:33:36.500 ⇒ 00:33:38.970 Uttam Kumaran: It’s also good that we have some separation like
291 00:33:39.080 ⇒ 00:33:42.290 Uttam Kumaran: this is why I think it’s nice that you can think about that.
292 00:33:42.490 ⇒ 00:33:46.929 Uttam Kumaran: And the work, you know, can kind of continues on. You’re not sort of in both.
293 00:33:47.170 ⇒ 00:33:47.570 Robert Tseng: Yeah.
294 00:33:47.570 ⇒ 00:33:49.180 Uttam Kumaran: So that’s I think that’s positive.
295 00:33:49.760 ⇒ 00:34:08.439 Robert Tseng: Yeah, the last thing I’ll say so. Those are all the stuff that’s been reviewed. So I know I didn’t really talk through the tickets itself. I think these are all the right things that are in development. Don’t worry about like Sahana stuff. And my stuff. These are just on the engineering side. Yeah, I think we time is just really trying to. Let’s as much as I can help you
296 00:34:08.750 ⇒ 00:34:15.630 Robert Tseng: get what you need to. I pushed Robin the and the Rebecca who’s who’s head of pharmacy here.
297 00:34:15.739 ⇒ 00:34:21.209 Robert Tseng: like by there. She’s a bit unresponsive because Eden’s actually buying a pharmacy. So
298 00:34:22.530 ⇒ 00:34:28.503 Robert Tseng: yeah, like, I I had, like some side side quest to like help them
299 00:34:29.130 ⇒ 00:34:35.689 Robert Tseng: like do some due diligence on a on a pharmacy that they were looking to acquire in Dallas.
300 00:34:36.110 ⇒ 00:34:39.620 Uttam Kumaran: Nice. Wow, yeah, we should. I should go stop by.
301 00:34:39.620 ⇒ 00:34:40.040 Robert Tseng: Yeah.
302 00:34:41.280 ⇒ 00:34:46.251 Robert Tseng: yeah. I mean, I think it’s gonna be in Texas. The 3 that they’re looking at are all in Texas.
303 00:34:46.500 ⇒ 00:34:47.820 Uttam Kumaran: Are there any here in Austin.
304 00:34:47.820 ⇒ 00:34:54.780 Robert Tseng: Not pay pharmacy fees anymore, because it’s like 25 bucks per per order or whatever. So yeah.
305 00:34:55.310 ⇒ 00:34:56.659 Uttam Kumaran: Is there? Is there any
306 00:34:57.210 ⇒ 00:34:59.220 Uttam Kumaran: Are there any here in Austin that they’re looking at.
307 00:34:59.696 ⇒ 00:35:12.739 Robert Tseng: Nothing in. No, I think in down, Austin there is one that’s like real, relatively close to Austin. I I forgot I can I can send you? I even like through, like one of the pharmacy, due diligence, like
308 00:35:12.890 ⇒ 00:35:13.969 Robert Tseng: kind of notes in here.
309 00:35:13.970 ⇒ 00:35:14.780 Robert Tseng: Nice.
310 00:35:15.010 ⇒ 00:35:16.350 Uttam Kumaran: Cool, very cool.
311 00:35:16.570 ⇒ 00:35:24.249 Robert Tseng: Yeah, so stuff that’s coming. Yeah, I think it’s really just yeah. I started putting together this brand strategy thing.
312 00:35:24.905 ⇒ 00:35:28.044 Robert Tseng: There’s another one that I I shouldn’t be making for the
313 00:35:28.330 ⇒ 00:35:30.249 Uttam Kumaran: What is that? What is the branch? Roughly.
314 00:35:30.610 ⇒ 00:35:31.739 Robert Tseng: Huh! What is it?
315 00:35:31.740 ⇒ 00:35:32.440 Uttam Kumaran: Yeah.
316 00:35:32.980 ⇒ 00:35:34.862 Robert Tseng: Yeah, so basically
317 00:35:36.110 ⇒ 00:35:36.590 Uttam Kumaran: It’s
318 00:35:37.070 ⇒ 00:35:54.410 Robert Tseng: You can read through this. But yeah, they just want to know, like the brand they recently brought, all branding and design in house. And the the head of this brand is less like, Yeah, I don’t know how to like demonstrate impact for for the brand team, and he like wants to partner with me to
319 00:35:54.410 ⇒ 00:36:18.029 Robert Tseng: figure out like how I would help him like quantify the impact he’s having. So I gave him some ideas based on some stuff that like I’ve done on, because I work closely with design on at ruggable and so I kind of gave him some like ideas of the ideal state of things. I would love to be running with him in the near future. But I don’t consider this. It’s not urgent. It’s just like stuff that we’re starting to talk through.
320 00:36:19.680 ⇒ 00:36:20.320 Uttam Kumaran: Okay. Okay.
321 00:36:20.707 ⇒ 00:36:25.750 Robert Tseng: And yeah, and I’m having a similar kind of workshop session with the
322 00:36:26.080 ⇒ 00:36:33.669 Robert Tseng: the Cx team. So like customer experience what they call it patient or member experience. that’s that’ll be next week
323 00:36:33.880 ⇒ 00:36:39.539 Robert Tseng: on that side. They just don’t have any like lifecycle or Crm kind of like motion set up. Yet.
324 00:36:39.710 ⇒ 00:36:48.569 Robert Tseng: you know, most most of their orders are 1st time orders, and then they they have, like a terrible like, you know, something like 50 or 60% of
325 00:36:48.680 ⇒ 00:37:05.659 Robert Tseng: of subscriptions end up canceling after the 1st month, and then they just refund, like most most of it. So there, I think this, the the Cx function seems like a much bigger more thing for for us to tackle next, because I think there’s a lot of low hanging fruit there.
326 00:37:07.180 ⇒ 00:37:12.059 Robert Tseng: Yeah. And what’s now? They’re like, detour for them is they’re launching like
327 00:37:12.180 ⇒ 00:37:18.169 Robert Tseng: repay, like, basically like factor meals, like they’re also launching like a meal kit line to like.
328 00:37:18.170 ⇒ 00:37:18.970 Uttam Kumaran: Wow!
329 00:37:18.970 ⇒ 00:37:31.689 Robert Tseng: Accessories or just like other other ways to upsell to their existing membership base to try to keep them around longer. So yeah, they’re like throwing a lot of stuff at the at the wall right now.
330 00:37:31.920 ⇒ 00:37:38.539 Uttam Kumaran: That’s awesome dude good for these guys. The I’ll have to tell. I’ll have to re-engage the guy from sunrise.
331 00:37:38.780 ⇒ 00:37:43.899 Uttam Kumaran: They’re on like a different. They’re on a different trajectory, but same exact space.
332 00:37:45.930 ⇒ 00:37:48.670 Uttam Kumaran: The guy from sunrise. They’re almost like
333 00:37:49.040 ⇒ 00:37:56.010 Uttam Kumaran: they, they, I think, tried to do a bunch of stuff ran out of money, cut everybody and then now are sort of like
334 00:37:56.380 ⇒ 00:37:57.670 Uttam Kumaran: coming back.
335 00:37:59.330 ⇒ 00:38:03.340 Uttam Kumaran: But very cool to see that these guys are growing this fast.
336 00:38:03.850 ⇒ 00:38:08.259 Robert Tseng: Yeah, they they are. They’re hiring a lot, too. So
337 00:38:09.640 ⇒ 00:38:14.929 Robert Tseng: yeah, so that’s that’s it. There’s a couple of like data sources that would be pulling through some like
338 00:38:15.060 ⇒ 00:38:24.380 Robert Tseng: reports into them. But yeah, I I think, I takes this is like a half time job, just to keep up with documentation with this, with this company, so.
339 00:38:24.510 ⇒ 00:38:29.530 Uttam Kumaran: Yeah. So let’s talk about that like, how are you feeling in terms of like
340 00:38:29.990 ⇒ 00:38:34.899 Uttam Kumaran: this sort of? I mean, it is kind of like both the engagement management.
341 00:38:35.050 ⇒ 00:38:40.230 Uttam Kumaran: It is like the and I’ll lump the decks and presentations to that. It’s also the
342 00:38:40.770 ⇒ 00:38:44.119 Uttam Kumaran: sort of gathering the high level requirements.
343 00:38:46.560 ⇒ 00:38:50.869 Uttam Kumaran: Yeah, like, what do you think? I mean? Dude, this is quite. This is basically where
344 00:38:51.150 ⇒ 00:38:55.049 Uttam Kumaran: we are becoming the data team for this whole company.
345 00:38:55.370 ⇒ 00:38:55.710 Robert Tseng: Yeah.
346 00:38:57.130 ⇒ 00:39:06.699 Uttam Kumaran: I do think that. Yeah, it’s this is looking to be a lot bigger. However, all the stuff they want is totally in our wheelhouse like.
347 00:39:06.890 ⇒ 00:39:13.209 Uttam Kumaran: I am really excited to be able to demonstrate that we’re the right people for this. How do you feel
348 00:39:13.790 ⇒ 00:39:18.540 Uttam Kumaran: on your side? And you know this, this definitely leads naturally into our
349 00:39:18.890 ⇒ 00:39:25.209 Uttam Kumaran: next combo about like where we think where we think things are gonna break. But yeah, curious what you think.
350 00:39:25.720 ⇒ 00:39:40.587 Robert Tseng: Yeah, I mean, last week past, like the 1st 2 weeks on this client, we’re pretty rough, because, like, I was like, kind of doing a lot of the disco. But I think we’re we’re like things are in motion. I feel good. But honestly, this is probably like a 20 HA week thing for me, probably
351 00:39:41.680 ⇒ 00:39:51.070 Robert Tseng: And so maybe there’s a world. And like a month from now, where like things will kind of slow down or like.
352 00:39:51.690 ⇒ 00:40:07.930 Robert Tseng: yeah, I I think that’s something I just have to keep in mind. Well, that’s why I’m like, well, if I’m gonna be spending this much time on it. It has to be 25 KA month at least. If they don’t extend, then I’m just not. I’m not. Gonna I’m not gonna increase my my effort on anything. I’ll probably cut back a bit.
353 00:40:07.930 ⇒ 00:40:14.239 Uttam Kumaran: Well, what you what you should. Just. Yeah, I mean, we should, I think building the backlog is perfect. But then you basically
354 00:40:14.400 ⇒ 00:40:19.729 Uttam Kumaran: the way that the goat them is. You just show there’s all this stuff in the backlog.
355 00:40:20.040 ⇒ 00:40:20.560 Robert Tseng: Yeah.
356 00:40:20.560 ⇒ 00:40:26.190 Uttam Kumaran: Right? I mean, definitely filling out the backlog is a job. But that’s a perfect way to just show. Like
357 00:40:26.460 ⇒ 00:40:28.509 Uttam Kumaran: all this work is sort of sitting.
358 00:40:29.396 ⇒ 00:40:30.830 Uttam Kumaran: You know.
359 00:40:32.770 ⇒ 00:40:40.649 Robert Tseng: Yeah, they have nobody on their side doing this. So I mean, I I feel like they’re gonna extend. They’re gonna accept the proposal. But
360 00:40:41.540 ⇒ 00:40:44.790 Robert Tseng: but yeah, I mean, I think it’s just kind of a.
361 00:40:44.790 ⇒ 00:40:45.630 Uttam Kumaran: Lot of time dude.
362 00:40:45.630 ⇒ 00:40:48.100 Robert Tseng: Generally like we sorry. Go ahead.
363 00:40:48.100 ⇒ 00:40:49.570 Uttam Kumaran: It’s a lot of time from you.
364 00:40:49.920 ⇒ 00:40:52.020 Robert Tseng: Yeah, it’s it’s a lot of time.
365 00:40:52.910 ⇒ 00:40:54.689 Uttam Kumaran: Yeah, if like, if this is.
366 00:40:54.990 ⇒ 00:41:01.299 Robert Tseng: I feel like I’m okay with kind of I mean, I I talked to Emily today, Utah.
367 00:41:02.644 ⇒ 00:41:05.925 Robert Tseng: I mean, she could do what I’m doing like.
368 00:41:06.290 ⇒ 00:41:07.250 Uttam Kumaran: Okay. Good.
369 00:41:07.250 ⇒ 00:41:11.570 Robert Tseng: I feel like she’s at the level where she can. She could actually replace me on this.
370 00:41:11.570 ⇒ 00:41:15.200 Uttam Kumaran: That’s no, that’s what I agree. I mean, dude. She’s like very, very senior.
371 00:41:15.400 ⇒ 00:41:18.300 Robert Tseng: Yeah, and.
372 00:41:18.670 ⇒ 00:41:26.230 Uttam Kumaran: I don’t I? I’m not exactly, she told me a little bit. I don’t know exactly what her motivation is, but she’s clearly bored.
373 00:41:26.700 ⇒ 00:41:33.189 Uttam Kumaran: It’s just the problem with someone like that is dude. It’s like me. And you are like, technically free.
374 00:41:33.310 ⇒ 00:41:36.420 Uttam Kumaran: Right? So, yeah, how does it change
375 00:41:37.030 ⇒ 00:41:39.929 Uttam Kumaran: the way we price if we need someone at her level.
376 00:41:40.460 ⇒ 00:41:45.419 Uttam Kumaran: you know, on these like, and you know, we can compare and contrast like pool parts. For example.
377 00:41:45.760 ⇒ 00:41:54.990 Uttam Kumaran: I I do some of this, but mostly now pious can probably like they just need a pious. Honestly, they don’t really even need me
378 00:41:55.376 ⇒ 00:41:59.100 Uttam Kumaran: especially because we’ve made a lot of decisions for them in the earlier.
379 00:41:59.220 ⇒ 00:42:02.449 Uttam Kumaran: So, but at this level, and
380 00:42:02.780 ⇒ 00:42:07.939 Uttam Kumaran: like, I don’t think urban, I don’t think urban stems or stack with. I think urban stems is gonna be
381 00:42:08.470 ⇒ 00:42:16.040 Uttam Kumaran: probably like this. And if I had to guess that guy Zack is gonna get try to get his money’s worth.
382 00:42:16.350 ⇒ 00:42:20.379 Uttam Kumaran: So it’s gonna be a pretty hands on, too. So I don’t know. We should consider
383 00:42:20.670 ⇒ 00:42:27.460 Uttam Kumaran: what it would look like to sort of have to to bring someone on
384 00:42:27.720 ⇒ 00:42:31.489 Uttam Kumaran: to do this sort of stuff, because if 20 h of your time is worth
385 00:42:31.790 ⇒ 00:42:35.149 Uttam Kumaran: 20 h of your time is worth 25 KA week to me.
386 00:42:35.350 ⇒ 00:42:39.659 Uttam Kumaran: That’s how I think about it, you know. Cause think about all the other stuff
387 00:42:39.850 ⇒ 00:42:41.519 Uttam Kumaran: that could that could go. So
388 00:42:42.100 ⇒ 00:42:44.620 Uttam Kumaran: you know, it’s it’s not exactly
389 00:42:44.900 ⇒ 00:42:48.950 Uttam Kumaran: the way it is right now, and you know we don’t have probably all the cash. But
390 00:42:49.120 ⇒ 00:42:50.439 Uttam Kumaran: I wonder if there’s
391 00:42:51.170 ⇒ 00:42:56.450 Uttam Kumaran: this is a good indication that we some sort of head of data, fractional head of data
392 00:42:56.630 ⇒ 00:42:58.729 Uttam Kumaran: for this sort of stuff could be helpful.
393 00:42:59.410 ⇒ 00:43:29.409 Robert Tseng: Yeah. So I mean, we can talk about this more detail later time. But I’m as a follow up, for Emily is she could like. Just coach me for a bit, or just like in the. She doesn’t have to be client facing. But like I can send her some prepare. Give her some prepared materials on on Eden for next week, and we’ll we’ll connect. And then just kind of just have her like, take one initiative like, okay, Emily, go in like, you know, coach me through how you would like.
394 00:43:29.410 ⇒ 00:43:30.140 Uttam Kumaran: Yeah.
395 00:43:30.140 ⇒ 00:43:51.080 Robert Tseng: Strategize brand and data collaboration, because if she can do that, and then she can like own the relationships with different functions. And I’m just like continuing to like, basically manage the engagement with the execs. I think that’s I can. My! My time will never it won’t. It won’t be won’t increase much, or I mean I don’t think it’ll increase it, only decrease from there.
396 00:43:52.020 ⇒ 00:43:55.813 Uttam Kumaran: That should decrease dude, it should decrease to like 5 h. Yeah.
397 00:43:56.600 ⇒ 00:44:06.919 Robert Tseng: But yeah, I’m just saying we have. We have to just think about how to like a month from now that I’m not spending 20 HA week on this client. Maybe it’s like I’m under 10 by by, like a month from now.
398 00:44:08.930 ⇒ 00:44:12.479 Uttam Kumaran: Yeah. And our pipeline for these sorts of people is is.
399 00:44:13.090 ⇒ 00:44:18.699 Uttam Kumaran: then I have not been talking to anyone at like this sort of level of leadership.
400 00:44:18.940 ⇒ 00:44:27.689 Robert Tseng: She’s in Jersey and I I’ll meet her in person. She seems like it’s a good lifestyle fit for her right now. She’s a mom kids and doesn’t want a full time job. She just wants something.
401 00:44:30.370 ⇒ 00:44:32.700 Uttam Kumaran: I agree. Okay? So then let’s
402 00:44:33.490 ⇒ 00:44:37.759 Uttam Kumaran: let’s see if that also think, start thinking about other people that are in this sort of vein.
403 00:44:38.150 ⇒ 00:44:38.760 Robert Tseng: Yeah.
404 00:44:38.760 ⇒ 00:44:41.779 Uttam Kumaran: That might be interested in this sort of like head of data
405 00:44:42.480 ⇒ 00:44:45.590 Uttam Kumaran: kind of like type role. But okay, that makes sense.
406 00:44:45.590 ⇒ 00:44:46.270 Robert Tseng: Yeah.
407 00:44:49.570 ⇒ 00:44:55.129 Uttam Kumaran: Cool in terms of the next 2 clients. So for urban stems.
408 00:44:55.703 ⇒ 00:44:58.320 Uttam Kumaran: it’s gonna be starting on Feb. 17.th
409 00:44:58.480 ⇒ 00:45:06.599 Uttam Kumaran: This one is gonna be, probably not to this degree, but definitely like a
410 00:45:07.680 ⇒ 00:45:14.789 Uttam Kumaran: like, they’re. They’re very careful for some reason, but as soon as I get in it’ll be very obvious to them.
411 00:45:15.130 ⇒ 00:45:20.540 Uttam Kumaran: All the improvements they can make. The nice thing about their side is they have analysts.
412 00:45:20.790 ⇒ 00:45:25.680 Uttam Kumaran: so I’m hope, I hope, like our ultimate stakeholders will be a lot more educated.
413 00:45:26.121 ⇒ 00:45:31.700 Uttam Kumaran: However, I only know what they shared us, which is like they have redshift and looker, and
414 00:45:32.360 ⇒ 00:45:35.889 Uttam Kumaran: some stuff is missing. I guess I don’t. And there’s issues
415 00:45:36.465 ⇒ 00:45:40.880 Uttam Kumaran: so we’ll see, I mean. But I will be playing probably a similar role.
416 00:45:41.268 ⇒ 00:45:46.171 Uttam Kumaran: So I’ll have to think about what the timing is like, and then, I think, for the most part,
417 00:45:47.330 ⇒ 00:45:55.019 Uttam Kumaran: We’ll see whether we need an analyst on there, but it’ll just be another ae and this is where I don’t know
418 00:45:55.150 ⇒ 00:45:58.000 Uttam Kumaran: whether Ryan has capacity, because
419 00:45:58.320 ⇒ 00:46:03.089 Uttam Kumaran: we now I guess we can talk about Javi, too, like we now will have Javi.
420 00:46:03.420 ⇒ 00:46:14.440 Uttam Kumaran: and then urban stems, full parts, and even, and stack splits, all requiring ae work occasionally
421 00:46:14.680 ⇒ 00:46:26.180 Uttam Kumaran: cool parts probably being the least amount of ae work. So I’ll definitely we’ll have to make another decision on another. Ae, I do have one per. I do have one person that came recommended from Ryan.
422 00:46:26.300 ⇒ 00:46:29.300 Uttam Kumaran: That’s probably a lot more affordable.
423 00:46:31.510 ⇒ 00:46:36.359 Uttam Kumaran: But I’m not sure he he’d only have part time. I do have some of our
424 00:46:36.570 ⇒ 00:46:43.540 Uttam Kumaran: some of like my guys who we can tap in they’re expensive.
425 00:46:43.930 ⇒ 00:46:46.930 Uttam Kumaran: There probably would be triple the price.
426 00:46:48.650 ⇒ 00:46:53.480 Uttam Kumaran: But if now that we’re charging more, and if they make it up in like efficiency.
427 00:46:53.750 ⇒ 00:46:59.790 Uttam Kumaran: Then it could be good. But I’ll I think I’ll have to make a decision on on the next ae candidate
428 00:47:00.260 ⇒ 00:47:04.339 Uttam Kumaran: sometime in the next few weeks we have a nice thing, is we? We have a lot of people.
429 00:47:04.610 ⇒ 00:47:09.740 Uttam Kumaran: So I do have some friends. That are less
430 00:47:11.180 ⇒ 00:47:17.189 Uttam Kumaran: greedy is not the word, but maybe, like, are less aware of their worth or less stickler is about
431 00:47:17.680 ⇒ 00:47:23.349 Uttam Kumaran: trying to just make a ton of money. That would that I told me there they’d be open to helping work. So
432 00:47:23.770 ⇒ 00:47:26.078 Uttam Kumaran: I’m gonna call a couple
433 00:47:28.721 ⇒ 00:47:37.769 Uttam Kumaran: so so yeah, I mean with Urban. So Stafflitz is pure Dbt. And data and work. Mitchell, who is our stakeholder there?
434 00:47:38.422 ⇒ 00:47:41.100 Uttam Kumaran: Has a lot of familiarity with with.
435 00:47:41.420 ⇒ 00:47:46.930 Uttam Kumaran: I don’t think he’s run a data team, but with being part of one and like all the tools. So
436 00:47:47.110 ⇒ 00:47:51.599 Uttam Kumaran: that’s like a that should be a lot nicer client, I hope?
437 00:47:53.560 ⇒ 00:47:59.050 Uttam Kumaran: And then we have Javi starting again. So I guess let’s talk about.
438 00:47:59.260 ⇒ 00:48:02.649 Uttam Kumaran: I want to talk about Javi and art helper before we run out of time. So
439 00:48:03.010 ⇒ 00:48:10.210 Uttam Kumaran: for Javi. What is the sort of next 3 months looking like Robert? I know we have
440 00:48:10.410 ⇒ 00:48:12.889 Uttam Kumaran: pious on that account.
441 00:48:13.250 ⇒ 00:48:17.460 Uttam Kumaran: So I want to talk about like if we feel comfortable with that.
442 00:48:17.690 ⇒ 00:48:20.830 Uttam Kumaran: And then I also want to talk about like overall goals.
443 00:48:21.940 ⇒ 00:48:22.919 Robert Tseng: Let me
444 00:48:27.300 ⇒ 00:48:30.889 Uttam Kumaran: Yeah, I know you have the yeah, the deck, too. There, yeah. So we can just maybe just look at that slide.
445 00:48:31.890 ⇒ 00:48:33.884 Robert Tseng: Yeah, I don’t have the Javi deck
446 00:48:34.170 ⇒ 00:48:34.680 Uttam Kumaran: For whatever.
447 00:48:35.150 ⇒ 00:48:37.909 Robert Tseng: But we have this page that Nico updated.
448 00:48:38.668 ⇒ 00:48:44.889 Robert Tseng: Yeah, I I think Aman was on the same page as me that he wants like
449 00:48:45.330 ⇒ 00:48:52.909 Robert Tseng: project level, like timeline view. And then he wants to get the tasks that are associated with that project.
450 00:48:53.030 ⇒ 00:49:10.970 Robert Tseng: So I know we didn’t really fully get to that stage yet. But we need to. We gotta. We gotta figure way to do that because he on our call. He was just looking at this and talking to me like, why does this take 12 weeks? And how are you dividing the hours? Blah? Blah blah, you know, like that’s kind of his.
451 00:49:11.130 ⇒ 00:49:19.030 Uttam Kumaran: But I guess that’s my point is like, let’s talk about. Let’s let’s say that question, for example, why does gross margin reporting? We do take 12 weeks. How do we
452 00:49:19.160 ⇒ 00:49:20.239 Uttam Kumaran: like? How do we answer that.
453 00:49:20.240 ⇒ 00:49:21.899 Robert Tseng: Sorry this isn’t 12 weeks. It’s actually only.
454 00:49:21.900 ⇒ 00:49:22.520 Uttam Kumaran: Or.
455 00:49:22.520 ⇒ 00:49:23.360 Robert Tseng: Yeah.
456 00:49:23.790 ⇒ 00:49:32.209 Uttam Kumaran: Like, okay, ha! Like we’ll we’ll do one. We should not have a day view on this. By the way, can we please make this weekly units on the top
457 00:49:32.390 ⇒ 00:49:36.140 Uttam Kumaran: cause this looks like it’s fucking like it looks like 10 years. And it’s like.
458 00:49:37.080 ⇒ 00:49:38.320 Nicolas Sucari: Yeah, I agree.
459 00:49:38.320 ⇒ 00:49:42.530 Uttam Kumaran: And remove the weekends. Because we’re not. We don’t work weekends. So let’s get rid of that.
460 00:49:45.110 ⇒ 00:49:47.555 Uttam Kumaran: I want us to be clear. This is 10 days.
461 00:49:47.800 ⇒ 00:49:48.470 Robert Tseng: Yeah.
462 00:49:48.610 ⇒ 00:49:50.362 Uttam Kumaran: It looks too big.
463 00:49:51.940 ⇒ 00:50:01.099 Uttam Kumaran: Okay? But like Etl costs up. Or let’s take, let’s take something right. And also like, Look Etl, cost, optimization, metrics, development data, mall maintenance too broad.
464 00:50:01.840 ⇒ 00:50:03.029 Uttam Kumaran: That’s what I would say.
465 00:50:03.480 ⇒ 00:50:25.270 Robert Tseng: Yeah. So I mean, I basically the whole total amount. I was like, yeah, on this renewal, you’re gonna have to better manage like what you want these projects to be called like, we’ve been just kind of throwing whatever. And we we were calling it just to like kind of for the sake of the of the renewal like exercise. But like once we’re actually in it. The point is like, Okay, you have us for X number of hours
466 00:50:25.270 ⇒ 00:50:36.009 Robert Tseng: you can distribute. It has. However, you want. I mean, these are kind of generally the buckets of like, okay, okay, there’s gross margin. We’re not done yet we finish the cost calculations and whatever
467 00:50:36.333 ⇒ 00:50:55.770 Robert Tseng: I just needs to run that to the end. There’s some meta based reporting that needs to be finished. And then we’ll show it to show it to them. If this, if the finance team wants to like, have a visual, then we can just we can end it with a visual. But then that’s it. Like the data is already there. Supposedly.
468 00:50:55.820 ⇒ 00:51:07.010 Robert Tseng: the cost optimization. This is just like, okay, 5 tran to portable seems like they wanna do that. So like this is how long it’s gonna take. And then.
469 00:51:07.010 ⇒ 00:51:11.639 Uttam Kumaran: So then, when so, then when we make that so if you go to Etl authorization, are there tickets in there right now?
470 00:51:11.640 ⇒ 00:51:12.780 Robert Tseng: No, no, there’s nothing in here.
471 00:51:12.780 ⇒ 00:51:14.560 Nicolas Sucari: Okay.
472 00:51:14.560 ⇒ 00:51:15.140 Nicolas Sucari: Attempt.
473 00:51:15.380 ⇒ 00:51:17.489 Uttam Kumaran: So then this is where, basically, if he’s like
474 00:51:17.710 ⇒ 00:51:21.020 Uttam Kumaran: the why question is like, here’s the tickets, right? So
475 00:51:21.230 ⇒ 00:51:25.300 Uttam Kumaran: that’s that’s the answer is like, we just show what the components are.
476 00:51:26.207 ⇒ 00:51:32.949 Uttam Kumaran: So I, this is again, I think, more requirements gathering. I think this leads to a larger question about like.
477 00:51:33.630 ⇒ 00:51:38.999 Uttam Kumaran: I’ll like, for example, that you need me right, like you need me to break that down.
478 00:51:39.140 ⇒ 00:51:42.284 Uttam Kumaran: When can we carve out time for me to do that.
479 00:51:43.370 ⇒ 00:51:48.250 Uttam Kumaran: Yeah. Cause I’m gonna need to do that for this, I’m gonna need to do that for
480 00:51:48.490 ⇒ 00:51:50.356 Uttam Kumaran: Eden and
481 00:51:51.500 ⇒ 00:51:57.469 Uttam Kumaran: these are more technical requirements and the stuff on the analyst side. So, Nico, it’ll be harder for you to
482 00:51:57.640 ⇒ 00:51:58.460 Uttam Kumaran: estimate.
483 00:51:58.460 ⇒ 00:51:59.500 Nicolas Sucari: Yeah, obviously.
484 00:51:59.500 ⇒ 00:52:04.349 Uttam Kumaran: So how can we create a process by which you can get this out of my
485 00:52:05.030 ⇒ 00:52:06.190 Uttam Kumaran: out of my head?
486 00:52:08.560 ⇒ 00:52:14.420 Nicolas Sucari: I mean, I think we need a meeting to discuss it like the scope of each of these kind of projects and try to.
487 00:52:14.961 ⇒ 00:52:23.498 Nicolas Sucari: Yeah, slice it down as much as possible into tickets, and then get you to estimate you or anyone on the data team to estimate
488 00:52:23.840 ⇒ 00:52:30.260 Uttam Kumaran: Can I? Can. I propose one thing, I the the if we sit and make tickets together, we’re gonna it’s gonna take us 1 h.
489 00:52:30.260 ⇒ 00:52:34.860 Uttam Kumaran: No, no, yeah, no, no, no meaning. Because I’m like in these meetings. I’m like.
490 00:52:35.230 ⇒ 00:52:38.030 Uttam Kumaran: it’s so I want to find a better way.
491 00:52:38.455 ⇒ 00:52:49.439 Uttam Kumaran: This is where I’m going to propose something that we’re working on on the AI side, where we have a process by which you could just take the transcripts and basically output tickets. Maybe we have a meeting where I just talk through
492 00:52:49.600 ⇒ 00:52:50.760 Uttam Kumaran: each of these.
493 00:52:51.150 ⇒ 00:52:56.369 Uttam Kumaran: and then you just use AI to create the tickets. I’ll just. I’ll literally talk out loud in depth.
494 00:52:56.600 ⇒ 00:53:00.109 Uttam Kumaran: and just talk about every single item and what the key components are.
495 00:53:00.320 ⇒ 00:53:08.579 Uttam Kumaran: If we were to go create those tickets, it’ll it’ll take me way longer, but like I can walk you through all the steps we would do on the Etl cost side.
496 00:53:08.780 ⇒ 00:53:11.219 Uttam Kumaran: and I could do that in 5 min
497 00:53:11.952 ⇒ 00:53:20.640 Uttam Kumaran: much easier and much more efficient. So let’s plan a meeting every week where we just do that where I’m just gonna basically brain dump a lot of the stuff on the
498 00:53:20.880 ⇒ 00:53:22.769 Uttam Kumaran: ae and de side.
499 00:53:23.070 ⇒ 00:53:28.239 Uttam Kumaran: And then I want our goal is to use that transcript to create
500 00:53:28.420 ⇒ 00:53:30.450 Uttam Kumaran: as much of the tickets as possible.
501 00:53:31.235 ⇒ 00:53:34.669 Uttam Kumaran: That’s the only way we’re gonna get to do this until we have someone.
502 00:53:36.210 ⇒ 00:53:40.970 Uttam Kumaran: Unless until we have someone at on at my level. Who can give those requirements?
503 00:53:41.550 ⇒ 00:53:46.599 Uttam Kumaran: Okay? And the tickets is not gonna happen? That’s I just have no time.
504 00:53:47.170 ⇒ 00:53:57.020 Nicolas Sucari: No, that’s fine. I think we can set like 15 min, twice or 3 times a week, where we can like just go one by one on these ones with them. If that’s okay, we.
505 00:53:57.020 ⇒ 00:53:57.580 Uttam Kumaran: Yeah.
506 00:53:57.580 ⇒ 00:54:00.839 Nicolas Sucari: And then I use that transcript to create everything. And then we review.
507 00:54:00.840 ⇒ 00:54:10.190 Uttam Kumaran: My my ask would be when you, when you record when you run through that process, you’ll get a better sense of like how that meeting should be structured in order to get.
508 00:54:10.190 ⇒ 00:54:10.700 Nicolas Sucari: Yeah.
509 00:54:10.700 ⇒ 00:54:12.609 Uttam Kumaran: It was just because.
510 00:54:12.870 ⇒ 00:54:13.450 Nicolas Sucari: Yeah.
511 00:54:13.450 ⇒ 00:54:21.970 Uttam Kumaran: You know me. If you ask me how to do this, I’ll walk through the whole thing. It’s just writing the tickets and and doing that. I it’s I just have no time. So.
512 00:54:21.970 ⇒ 00:54:23.229 Nicolas Sucari: No, no, no, this is a good.
513 00:54:23.230 ⇒ 00:54:24.260 Uttam Kumaran: Median, yeah.
514 00:54:24.550 ⇒ 00:54:36.930 Nicolas Sucari: I, I’m trying to think about how we can structure that like kind of meeting Walkthrough. So that we get the information we need to create all of the tickets. But that’s fine. I can. I can try to work
515 00:54:37.160 ⇒ 00:54:40.139 Nicolas Sucari: that out with the Transcript. And.
516 00:54:40.140 ⇒ 00:54:52.459 Uttam Kumaran: Any any milestone that’s de or ae related, and any ticket that’s de or ae we can just go through, and we’ll just run through as many of them as possible. Additionally, I if like.
517 00:54:52.800 ⇒ 00:54:57.090 Uttam Kumaran: if we don’t get to everything there, I can also just record and walk through stuff.
518 00:54:58.300 ⇒ 00:54:58.870 Nicolas Sucari: Perfect.
519 00:54:59.180 ⇒ 00:55:02.750 Uttam Kumaran: So let’s plan on that. Because, yeah, this is becoming a huge issue.
520 00:55:03.430 ⇒ 00:55:05.590 Uttam Kumaran: Yeah, my only question here solve it.
521 00:55:06.120 ⇒ 00:55:17.350 Nicolas Sucari: My only question here, Robert is, are these kind of projects? Like, okay? Or we need to like change something or be a little bit more specific on something on some of those.
522 00:55:18.450 ⇒ 00:55:30.210 Robert Tseng: Well, I think there’s some yeah. So as far as like, prep work that we can do before, like we have our internal call with Pius and and Ryan on on the call as well
523 00:55:30.460 ⇒ 00:55:36.590 Robert Tseng: is, yeah, let’s let’s like actually break this out into like projected tasks. And then.
524 00:55:36.800 ⇒ 00:55:51.620 Robert Tseng: like, I mean, I think these are still the right line items, or like they’re still the right projects. Some of them we have. We should shift all the timelines back. Obviously it’s the middle of the month. And this this all assume that we started in in December. So everything needs to be shifted back.
525 00:55:51.910 ⇒ 00:56:13.480 Robert Tseng: and then on the user acquisition side. So this is where I think there’s an account management portion to to Joby, too, like this time with the 3 months. I want to be moving away from Aman and going after Brandon, who’s their Cmo. And like I want to be his buddy like I want him to give me requirements for using. I don’t want it to come.
526 00:56:13.480 ⇒ 00:56:13.870 Uttam Kumaran: Yeah.
527 00:56:14.120 ⇒ 00:56:14.660 Robert Tseng: Because.
528 00:56:14.660 ⇒ 00:56:15.530 Uttam Kumaran: Correct, correct.
529 00:56:15.530 ⇒ 00:56:33.399 Robert Tseng: One was the bottleneck for us. Last time, like everything was like on was waiting on on him. He didn’t really seem to have authority to get any of the stakeholders to do anything so like, we just need to be at more the forefront of their mind. I know that Javi is hiring for a Crm person.
530 00:56:33.678 ⇒ 00:56:49.009 Robert Tseng: So I mean, I already messaged Brandon, and we’re gonna set up a call next week, I mean, but like, okay, this is kind of scrappy, but like my my wife works in Crm, and I’m gonna I’m I’m having her be the Crm consultant for Brandon, so he’s willing to get on a call.
531 00:56:49.290 ⇒ 00:56:49.820 Robert Tseng: So.
532 00:56:49.820 ⇒ 00:56:50.450 Uttam Kumaran: Good.
533 00:56:50.690 ⇒ 00:56:53.379 Robert Tseng: Just like doing whatever I can to go get in front of you.
534 00:56:53.380 ⇒ 00:56:59.769 Uttam Kumaran: Dude. Okay, so great. So then how do we? So then, I mean, I’m gonna say that, Nico, you probably have to take that over.
535 00:56:59.990 ⇒ 00:57:06.390 Uttam Kumaran: I’ve been told it’s your. It’s you or me. Yeah.
536 00:57:06.390 ⇒ 00:57:07.649 Nicolas Sucari: Yeah, I think that’s fine.
537 00:57:08.680 ⇒ 00:57:14.470 Uttam Kumaran: I think, between you and Pius, you 2 just need to be able to
538 00:57:15.300 ⇒ 00:57:17.000 Uttam Kumaran: run with a lot of it.
539 00:57:17.000 ⇒ 00:57:22.410 Robert Tseng: Yeah, like, I don’t wanna do them on like, I think you guys can handle it all like, I, yeah, like, that’s that’s not.
540 00:57:22.410 ⇒ 00:57:25.460 Uttam Kumaran: And I guess this is my next question, do you think pious like.
541 00:57:26.590 ⇒ 00:57:31.610 Uttam Kumaran: like, How do? How do we feel about him owning this? Because
542 00:57:31.740 ⇒ 00:57:37.059 Uttam Kumaran: basically, I think, Nico, he’ll he’ll just be the the main person. You can bounce off.
543 00:57:37.060 ⇒ 00:57:39.219 Uttam Kumaran: I mean, you guys can just tag team along.
544 00:57:39.220 ⇒ 00:57:39.780 Robert Tseng: Yeah.
545 00:57:40.060 ⇒ 00:57:40.770 Uttam Kumaran: Okay.
546 00:57:40.960 ⇒ 00:57:48.989 Robert Tseng: Yeah, make him feel like he’s the owner. And like, if yeah, like, I think that pressure will will force him to like own it more. So.
547 00:57:49.650 ⇒ 00:57:50.310 Nicolas Sucari: Okay.
548 00:57:53.420 ⇒ 00:57:54.270 Nicolas Sucari: Okay.
549 00:57:54.270 ⇒ 00:57:54.850 Robert Tseng: Yeah.
550 00:57:55.860 ⇒ 00:58:01.299 Uttam Kumaran: I agree, that’s a great strategy. And yeah, I just want to get also dude. You’re not gonna have time.
551 00:58:01.730 ⇒ 00:58:06.160 Uttam Kumaran: You’re not gonna have time between this and even and everything. So
552 00:58:06.980 ⇒ 00:58:09.849 Uttam Kumaran: this one has to go to somewhere else.
553 00:58:10.327 ⇒ 00:58:18.670 Uttam Kumaran: And I think overall we, I think, on the recruiting side we’ll have a couple of things to talk about. Talk about. Another
554 00:58:19.910 ⇒ 00:58:26.569 Uttam Kumaran: pm, or like something on sort of this sort of yeah, on the on the project management side.
555 00:58:26.860 ⇒ 00:58:43.169 Robert Tseng: Yeah. And well, Grace had the deal on the flyers. We’ll talk to her soon. She messaged me today, saying that she was just dealing with that. So we’ll hopefully we’ll have some movement on the Pm. I know we’re we had some candidates that we’re trying to follow up with. You’re gonna try to meet with my my.
556 00:58:43.170 ⇒ 00:58:44.930 Uttam Kumaran: Yeah, yes, that’s me.
557 00:58:45.320 ⇒ 00:58:45.980 Robert Tseng: So, yeah.
558 00:58:45.980 ⇒ 00:58:46.430 Uttam Kumaran: Yes.
559 00:58:46.430 ⇒ 00:58:47.759 Robert Tseng: Like trying to like
560 00:58:47.960 ⇒ 00:58:54.880 Robert Tseng: gear up the team for more growth, like, I don’t want another Eden coming in through the door next week. We would not be able to handle it, so.
561 00:58:54.880 ⇒ 00:58:56.370 Uttam Kumaran: Yeah, that’s what I’m saying. Yeah.
562 00:58:56.370 ⇒ 00:59:03.360 Robert Tseng: Like we did. Well, this month this month we pretty much tripled our revenue. And we’re like we’re just gonna try to like
563 00:59:03.790 ⇒ 00:59:07.640 Robert Tseng: adapt to be able to to serve those, and then we can. We can.
564 00:59:07.640 ⇒ 00:59:13.029 Uttam Kumaran: Yeah. And I want to explain, especially to Nicola, where the what, what, what sort of like
565 00:59:13.170 ⇒ 00:59:14.430 Uttam Kumaran: is going to
566 00:59:15.150 ⇒ 00:59:21.349 Uttam Kumaran: for lack of better like get fucked up in this process is one. I’m gonna have 0 time for sales.
567 00:59:21.600 ⇒ 00:59:24.140 Uttam Kumaran: I already have very little time for sales.
568 00:59:24.260 ⇒ 00:59:27.340 Uttam Kumaran: So that’s gonna go. And if we’re not selling, then
569 00:59:27.470 ⇒ 00:59:32.789 Uttam Kumaran: pipeline drives. The second thing is, I’m gonna start having less time
570 00:59:32.950 ⇒ 00:59:43.059 Uttam Kumaran: for account management. So the big we really need to look to make, bring a Pm. On for something, and then basically try to bring
571 00:59:43.640 ⇒ 00:59:48.220 Uttam Kumaran: someone else on at like our level for the engagement management.
572 00:59:48.830 ⇒ 00:59:55.130 Uttam Kumaran: And of course, we’re still selling AI stuff. We’re still selling data stuff. So I think we’ll we’ll
573 00:59:55.280 ⇒ 01:00:00.370 Uttam Kumaran: we’ll look at the money and sort of make some decisions on who we can afford to bring, and we’ll have to
574 01:00:00.510 ⇒ 01:00:06.166 Uttam Kumaran: move quickly. I mean, we’ve done a good job of like having all the structure here.
575 01:00:06.840 ⇒ 01:00:12.030 Uttam Kumaran: But yeah, we’re getting a lot more clients in the door. And there’s going to be more data people involved. So
576 01:00:12.250 ⇒ 01:00:15.420 Uttam Kumaran: like, that’s the thing. Even as we take on more clients. It’s not.
577 01:00:16.090 ⇒ 01:00:22.740 Uttam Kumaran: It’s gonna be someone like either Brian or someone else. We’re gonna bring in that on the Ae side that will help. So.
578 01:00:23.790 ⇒ 01:00:25.429 Nicolas Sucari: Okay, that’s the thing.
579 01:00:25.430 ⇒ 01:00:26.030 Uttam Kumaran: You know.
580 01:00:26.800 ⇒ 01:00:29.120 Nicolas Sucari: Yeah, okay.
581 01:00:30.970 ⇒ 01:00:37.132 Uttam Kumaran: But it’s good, I mean, look, I think I think it’s all good problems, sort of waiting to have some of these problems.
582 01:00:38.700 ⇒ 01:00:46.700 Uttam Kumaran: it’s just a the pool of candidates gets smaller and smaller as the more complicated the work gets.
583 01:00:47.185 ⇒ 01:00:52.219 Uttam Kumaran: So I’m really hoping that some of the people we have at these higher level roles can help out.
584 01:00:52.520 ⇒ 01:00:58.920 Uttam Kumaran: And again, where me and Robert’s time is best spent is on like selling the biggest deals
585 01:00:59.190 ⇒ 01:01:05.190 Uttam Kumaran: and sort of managing like the toughest tickets. Everything else in the middle needs to get managed. So
586 01:01:05.400 ⇒ 01:01:07.577 Uttam Kumaran: that’s what we’re gonna go for.
587 01:01:08.800 ⇒ 01:01:11.440 Uttam Kumaran: But yeah, it’s been a big month already, so.
588 01:01:12.400 ⇒ 01:01:13.040 Robert Tseng: Yeah.
589 01:01:13.760 ⇒ 01:01:19.490 Robert Tseng: cool. Well, I’m off tomorrow morning. And yeah. So I guess you guys don’t hear from me
590 01:01:19.750 ⇒ 01:01:23.930 Robert Tseng: until tomorrow afternoon or beyond. Just just let you know. Yeah.
591 01:01:23.930 ⇒ 01:01:25.919 Uttam Kumaran: Cool. Okay? And then.
592 01:01:25.920 ⇒ 01:01:26.560 Nicolas Sucari: Okay.
593 01:01:27.880 ⇒ 01:01:29.729 Uttam Kumaran: Yeah, I think that’s all.
594 01:01:30.415 ⇒ 01:01:33.989 Uttam Kumaran: I had. I guess we’ll chat and slack if anything else.
595 01:01:36.420 ⇒ 01:01:39.490 Robert Tseng: Cool thanks guys.
596 01:01:39.790 ⇒ 01:01:40.520 Nicolas Sucari: Guys.
597 01:01:41.150 ⇒ 01:01:41.770 Uttam Kumaran: Bye.
598 01:01:42.550 ⇒ 01:01:43.210 Nicolas Sucari: Bye, bye.