Meeting Title: Weekly Client Review Date: 2025-01-23 Meeting participants: Nicolas Sucari, Uttam Kumaran, Robert Tseng, Miguel De Veyra
WEBVTT
1 00:00:45.280 ⇒ 00:00:46.280 Uttam Kumaran: Hey, guys.
2 00:00:48.280 ⇒ 00:00:48.900 Robert Tseng: Okay.
3 00:00:49.970 ⇒ 00:00:50.650 Uttam Kumaran: Hey!
4 00:00:51.880 ⇒ 00:00:52.165 Miguel de Veyra: Hey!
5 00:00:52.450 ⇒ 00:00:55.080 Uttam Kumaran: Finally, eat some lunch.
6 00:01:06.850 ⇒ 00:01:09.980 Robert Tseng: Dude. Do you meal prep during the week, or like, how do you do it?
7 00:01:11.740 ⇒ 00:01:14.140 Uttam Kumaran: Yes, I have been starting actually.
8 00:01:16.800 ⇒ 00:01:26.889 Uttam Kumaran: which has been like a change for sure. But last 3 weeks I’ve been. We’ve I’ve been doing more meal prep. And I prep for me and my girlfriend and
9 00:01:27.479 ⇒ 00:01:39.019 Uttam Kumaran: it’s been going well, I’m much more of like I get bored, so I have to. I like typically will eat bad because I just, I’m like getting bored of eating meal prep stuff. But
10 00:01:39.370 ⇒ 00:01:43.399 Uttam Kumaran: I’ve been getting a lot better at cooking. So the stuff actually turns out, okay.
11 00:01:43.570 ⇒ 00:01:46.780 Uttam Kumaran: and then just try to go get dinner on the weekends or something
12 00:01:47.100 ⇒ 00:01:53.250 Uttam Kumaran: that saves me during lunch, though, because otherwise like I would not have 10 min to like, even make anything.
13 00:01:53.550 ⇒ 00:01:54.370 Robert Tseng: Yeah.
14 00:01:55.790 ⇒ 00:01:57.940 Uttam Kumaran: What about you? What’s your strategy?
15 00:01:59.100 ⇒ 00:02:08.400 Robert Tseng: Well, I just I I task. I task my wife with a meal prep. So that’s the strategy.
16 00:02:08.400 ⇒ 00:02:09.394 Uttam Kumaran: Strategy.
17 00:02:10.789 ⇒ 00:02:17.569 Robert Tseng: No, but she’s you know, she got her own thing going on, too. So on some some days there’s still gonna be gaps. So
18 00:02:18.213 ⇒ 00:02:19.879 Robert Tseng: yeah, I’m kinda just like.
19 00:02:19.880 ⇒ 00:02:20.230 Uttam Kumaran: You ready?
20 00:02:20.230 ⇒ 00:02:22.769 Robert Tseng: Thing that I can get together in under 10 min.
21 00:02:34.220 ⇒ 00:02:37.900 Robert Tseng: I think your audio is kind of messed up.
22 00:02:37.900 ⇒ 00:02:39.920 Uttam Kumaran: Let’s see, is anybody there.
23 00:02:40.550 ⇒ 00:02:42.810 Robert Tseng: You sound like Darth Vader.
24 00:02:43.796 ⇒ 00:02:45.379 Uttam Kumaran: Okay, hold on. Sorry.
25 00:02:46.560 ⇒ 00:02:46.969 Nicolas Sucari: Hi guys.
26 00:02:46.970 ⇒ 00:02:59.730 Uttam Kumaran: Go to the kitchen. I don’t know if my girlfriend cooks. It’s just like it’s just like too healthy. If I cook, I’ll make it at least taste a little bit better. But I like I like cooking a bit more. She just wants just like whatever like whatever
27 00:03:01.700 ⇒ 00:03:06.490 Uttam Kumaran: But I for me. Lunch is the biggest thing is, if I don’t have anything quick, I just like won’t eat.
28 00:03:06.850 ⇒ 00:03:12.030 Uttam Kumaran: And it’s been nice to just have stuff in the fridge to eat for lunch really quickly.
29 00:03:12.160 ⇒ 00:03:14.530 Robert Tseng: Yeah, nice.
30 00:03:19.730 ⇒ 00:03:23.889 Uttam Kumaran: Cool wanna get started, Nico, and we can just walk through.
31 00:03:24.220 ⇒ 00:03:25.630 Uttam Kumaran: Maybe every client.
32 00:03:27.360 ⇒ 00:03:34.159 Nicolas Sucari: Yeah, of course I’ll try sharing again. No time. I just reboot all my Internet
33 00:03:34.610 ⇒ 00:03:37.690 Nicolas Sucari: connection here at home. Let’s see how it works.
34 00:03:43.830 ⇒ 00:03:45.579 Nicolas Sucari: Let me know when you’re seeing.
35 00:03:46.750 ⇒ 00:03:52.460 Nicolas Sucari: Okay, let’s start with that art helper. Maybe have it here.
36 00:03:55.470 ⇒ 00:04:01.260 Robert Tseng: Yeah, I think, now, we can move forward. So I think I need to just add some, add some tickets.
37 00:04:01.970 ⇒ 00:04:07.060 Robert Tseng: They said, I mean, we’re basically just gonna Qa, they’re tracking
38 00:04:07.460 ⇒ 00:04:14.360 Robert Tseng: and then build out a couple of dashboards. So I I just get I’ll get Sahana started on that
39 00:04:15.122 ⇒ 00:04:20.199 Robert Tseng: we’ll probably, I guess every time you’re gonna be meeting with Brandon next week.
40 00:04:20.420 ⇒ 00:04:21.579 Robert Tseng: What? What day.
41 00:04:24.340 ⇒ 00:04:30.600 Uttam Kumaran: I think on Tuesday.
42 00:04:32.010 ⇒ 00:04:37.020 Robert Tseng: Okay, yeah. I mean, it’s I guess.
43 00:04:38.600 ⇒ 00:04:46.320 Robert Tseng: I was. Gonna see if we would be able to time it at the same time. Whatever we’ll, we’ll just work. Focus on finishing finishing this this up, and if it works out that
44 00:04:46.590 ⇒ 00:04:50.309 Robert Tseng: maybe we can do the renewal at the same time, we’ll just. We’ll meet then.
45 00:04:50.690 ⇒ 00:04:56.629 Uttam Kumaran: Yeah, I was gonna talk to you on Monday about like, basically get the lowdown on, like what I should try to press them on.
46 00:04:56.630 ⇒ 00:04:56.960 Robert Tseng: Yeah.
47 00:04:59.010 ⇒ 00:04:59.690 Uttam Kumaran: So
48 00:05:00.560 ⇒ 00:05:11.040 Uttam Kumaran: yeah, we can wait till Monday for that. Basically. That way, I can come in. I can come in and be like, yeah, I actually know everything about what’s going on. I don’t know anything right now, so.
49 00:05:12.120 ⇒ 00:05:18.330 Uttam Kumaran: but I’m glad. I think you know, we’ll see what happens. So, and and who and who is he? On the on the whole client again.
50 00:05:18.660 ⇒ 00:05:20.080 Robert Tseng: He’s the head of growth.
51 00:05:21.190 ⇒ 00:05:26.930 Robert Tseng: Yeah, he lives in a nice part of town, is it?
52 00:05:27.570 ⇒ 00:05:33.919 Uttam Kumaran: Yeah, it’s a it’s not like that. It’s it’s just like near. It’s kind of near Lake Travis. It’s a
53 00:05:34.040 ⇒ 00:05:36.540 Uttam Kumaran: I haven’t been out there, but it’s kind of an else.
54 00:05:37.200 ⇒ 00:05:37.800 Robert Tseng: Okay.
55 00:05:39.120 ⇒ 00:05:40.020 Robert Tseng: Yeah.
56 00:05:43.860 ⇒ 00:05:44.480 Nicolas Sucari: Okay.
57 00:05:44.760 ⇒ 00:05:53.279 Nicolas Sucari: so we are okay with these ones. Robert, do you want me to change anything? Add, like, what priority we are moving this to just urgent and not urgent.
58 00:05:55.260 ⇒ 00:06:02.680 Nicolas Sucari: So yeah, we just kind of, we have urgent things and not urgent things, but more low medium and high priorities.
59 00:06:04.270 ⇒ 00:06:10.380 Robert Tseng: Okay. Yeah. Well, I need to probably flush them out anyway. So I I need to take some time to write out.
60 00:06:11.700 ⇒ 00:06:17.350 Nicolas Sucari: Okay, cool. Let’s go on. Eden.
61 00:06:18.050 ⇒ 00:06:20.249 Nicolas Sucari: Did you already have the presentation with them?
62 00:06:20.610 ⇒ 00:06:21.300 Robert Tseng: Yeah.
63 00:06:22.730 ⇒ 00:06:24.230 Uttam Kumaran: Okay, I found how to go.
64 00:06:25.630 ⇒ 00:06:33.060 Robert Tseng: It went. Okay. I mean, I think I bought us some time. But, dude guys, I’m I’m emotionally exhausted, like in the stress of just like
65 00:06:33.230 ⇒ 00:06:40.179 Robert Tseng: feeling unprepared. It’s like it, it is it? It kills my day for sure. So I really don’t want this to happen again.
66 00:06:40.860 ⇒ 00:06:49.720 Uttam Kumaran: Yeah, I think we’re gonna talk tomorrow about it. I mean one I have. I really have no idea why the ball was dropped on the sales. Summary stuff.
67 00:06:50.020 ⇒ 00:06:50.370 Robert Tseng: Yeah.
68 00:06:50.370 ⇒ 00:06:54.370 Uttam Kumaran: In fact, I even like was very proactive. And like.
69 00:06:54.710 ⇒ 00:06:57.989 Uttam Kumaran: I’m pretty sure I’m not gonna get an update this update me when
70 00:06:58.340 ⇒ 00:07:08.939 Uttam Kumaran: your days over, and something was lost in translation like, either on like when this was supposed to be due or like something like that. So we’ll talk tomorrow about this.
71 00:07:09.410 ⇒ 00:07:10.280 Uttam Kumaran: Yeah.
72 00:07:10.540 ⇒ 00:07:14.299 Robert Tseng: Well, even I mean, I don’t wanna kind of count like kind of
73 00:07:14.440 ⇒ 00:07:17.088 Robert Tseng: talk. Kind of Conflate things too much. But
74 00:07:17.620 ⇒ 00:07:21.015 Robert Tseng: I guess I can the check in wise.
75 00:07:22.400 ⇒ 00:07:31.500 Robert Tseng: yeah, I mean, I didn’t. I didn’t make the upsell. I think I I told this to you, Tom, but I can share again with guys like I just didn’t feel confident with, like what we had
76 00:07:31.800 ⇒ 00:07:36.909 Robert Tseng: like progress that we made. So I didn’t. I wanted to be able to tell the story of like.
77 00:07:37.090 ⇒ 00:07:58.359 Robert Tseng: okay, here it is. Month. One check in like this is, you know, kind of like what we did with Javi like being able to show them clearly like, Hey, our work resolved 200 k plus and discrepancies like with month over month, like, I wanted to be able to have like even just one punchy thing like that to say. And I didn’t feel like we were there yet, so I didn’t make the upsell.
78 00:07:58.550 ⇒ 00:08:10.310 Robert Tseng: That’s that. I think they’re I mean they they feel good about the level of communication that we give them. And so I’m not saying everything is like going terribly like. It’s to the point where they they’re dropping Bo and Rob. So
79 00:08:10.490 ⇒ 00:08:15.310 Robert Tseng: I think they really took the advice, or like kind of what I said last last week.
80 00:08:15.832 ⇒ 00:08:33.000 Robert Tseng: they were basically like, yeah, tell us when to to cut off rob and when you’re done with knowledge transfer. And so we’re gonna absorb their responsibilities. So there’s no risk of losing the client, I guess, but I definitely want to push them for for more, considering how much effort that it takes
81 00:08:33.517 ⇒ 00:08:42.109 Robert Tseng: so yeah, I mean, hopefully, next week, I’m gonna you know, every week I’m gonna try to. When I feel ready, I wanna push them for the for the higher ups.
82 00:08:43.507 ⇒ 00:08:47.199 Robert Tseng: Hopefully, that’ll be we can. We can get that again next week.
83 00:08:47.712 ⇒ 00:08:50.620 Robert Tseng: But we’ll be in a place to ask for that next week.
84 00:08:51.114 ⇒ 00:09:04.050 Robert Tseng: But yeah, I guess a couple of considerations there. So I want you guys to just like, make sure you know what else we need to get from Rob. I mean, I feel like I’ve been kind of knowledge transferring as much as I can out of him. But.
85 00:09:04.050 ⇒ 00:09:08.899 Uttam Kumaran: We need to do a lot more, because even stuff like that thread I’m in about the Ltv stuff like
86 00:09:09.440 ⇒ 00:09:10.839 Uttam Kumaran: it would have been tough.
87 00:09:11.190 ⇒ 00:09:17.989 Uttam Kumaran: I also, yeah, I think we need to do some definitely like a bit larger. I need to come up with the questions now that we’re in.
88 00:09:19.190 ⇒ 00:09:40.639 Robert Tseng: Yeah, it’s kind of like, you know, we had. We moved all these scheduled queries over there’s a lot of context with it, like, I feel like we should have asked a lot of these questions earlier, like, I assume that as you guys are migrating it like. And by you guys, I meant by we when we were migrating it like we we were kind of aware of, like some of these, like funky pieces of logic that we’re going into these calculations. But
89 00:09:41.012 ⇒ 00:09:54.139 Robert Tseng: yeah, I mean, I they base. I basically was like, why don’t we kind of keep? Because they were like they were gonna cut Rob off next like tomorrow. And I was like, maybe one more week. So yeah, consider it. This is your last week to get anything from Rob.
90 00:09:54.260 ⇒ 00:09:57.499 Robert Tseng: And yeah, we gotta just get as much as we can.
91 00:09:57.890 ⇒ 00:09:58.630 Robert Tseng: And then they
92 00:09:59.300 ⇒ 00:10:04.840 Robert Tseng: like, Hey, do you wanna like take Bo under you? And I was like, I don’t know, like.
93 00:10:05.430 ⇒ 00:10:08.660 Robert Tseng: well, that’s something we can consider. But cause they
94 00:10:09.300 ⇒ 00:10:22.020 Robert Tseng: I do think that you know, Josh and Adam, they’re like, Oh, yeah, like, show us the 10 x value, like there is like a piece to it where I you know, I think the easiest win. It’s not easy, necessarily, but like
95 00:10:22.520 ⇒ 00:10:26.329 Robert Tseng: predictive Ltv, like the stuff that does
96 00:10:27.220 ⇒ 00:10:27.760 Uttam Kumaran: Yeah.
97 00:10:27.920 ⇒ 00:10:37.075 Robert Tseng: Yeah, if we can show them something like that at like a customer or like a product level, you know, I think that would be considered like a 10 x win for them, you know, and
98 00:10:37.330 ⇒ 00:10:37.740 Uttam Kumaran: Okay.
99 00:10:37.740 ⇒ 00:10:44.340 Robert Tseng: I don’t know if we end up using Will. There? I don’t really, while or anything, I’m not sure if that’s possible. But but yeah, I would like.
100 00:10:44.340 ⇒ 00:10:44.829 Uttam Kumaran: I hear you.
101 00:10:45.050 ⇒ 00:10:50.459 Robert Tseng: Like, after this data, cleanliness stuff is is we’ve we’ve moved on from it. Yeah.
102 00:10:50.870 ⇒ 00:10:57.750 Uttam Kumaran: Okay, I mean, so we’ll talk a little bit more tomorrow. I think broadly, like, I feel like this is.
103 00:10:58.460 ⇒ 00:11:00.680 Uttam Kumaran: I mean one.
104 00:11:01.910 ⇒ 00:11:15.690 Uttam Kumaran: I think the transition into Eden was hard. But, like, put putting that into the past we’ve been, we’ve been on for like, what? Like 2 weeks now or yeah, about 2 weeks. I feel pretty good with the entire scope. Actually, as we’ve uncovered more.
105 00:11:15.920 ⇒ 00:11:32.670 Uttam Kumaran: the overall client. This seems like a like a home run for us. I do think that this is a quite a bit of work. Like, even in the time short time we’ve had. We’ve done a lot. But you’re totally right, like, in order to not only act as sort of
106 00:11:33.140 ⇒ 00:11:49.609 Uttam Kumaran: basically the entire outsource data team and head of data, we need a lot more time. This is where I think for for Nico like I don’t know whether Ryan is gonna be able to handle all this. I I took his.
107 00:11:49.820 ⇒ 00:12:01.979 Uttam Kumaran: I was. I kind of had faith in his thing where I messaged him like yo, what’s your sort of bandwidth like? And he was down to take it, however, yesterday was like a huge fuck up and that really like screwed us.
108 00:12:02.621 ⇒ 00:12:04.530 Uttam Kumaran: I don’t. It’s I don’t
109 00:12:04.610 ⇒ 00:12:33.799 Uttam Kumaran: like whether it’s his fault or not is is something else. But it’s like there’s a process issue that we needed to. We need to sort of isolate and figure out how this doesn’t happen again. The the short term is like I can take it. But I’m gonna look to spring on someone in in that sort of my level who can come in and sort of work solely on Eden. Frankly, I do think that that’s probably what needs to happen here is like it’s Sahana, and it’s 1 person across de and ae work
110 00:12:34.427 ⇒ 00:12:35.422 Uttam Kumaran: and it’s
111 00:12:36.460 ⇒ 00:12:44.500 Uttam Kumaran: and it’s you and and Rob, and we’ll talk about sort of Pm. Stuff there. I don’t know whether Luke has the
112 00:12:44.990 ⇒ 00:12:47.979 Uttam Kumaran: seniority to go and like, dig for
113 00:12:48.380 ⇒ 00:12:51.328 Uttam Kumaran: questions and like go meet everybody
114 00:12:52.440 ⇒ 00:13:00.990 Uttam Kumaran: like. I still think he probably needs me to still be directing work, so I might consider bringing in someone who’s like at my level on the Ae. Side.
115 00:13:01.657 ⇒ 00:13:04.519 Uttam Kumaran: It’s like my take right now.
116 00:13:05.990 ⇒ 00:13:14.839 Robert Tseng: Okay, yeah, I just, I think, just to emphasize like the I feel like even that one model. I mean, it wasn’t that hard at the end of the day, but I.
117 00:13:14.840 ⇒ 00:13:15.789 Uttam Kumaran: No, I wasn’t.
118 00:13:15.790 ⇒ 00:13:25.059 Robert Tseng: Way too long, communicating with so many people, and it ended up just being something that I I guess Uta and I kind of just did late last night. So.
119 00:13:25.060 ⇒ 00:13:32.570 Uttam Kumaran: I don’t know. It was a complete waste of time like for something that easy. And I mean, this is this is the thing like I
120 00:13:33.250 ⇒ 00:13:41.600 Uttam Kumaran: at some at some level like I’m I’m watching all the engineers, and I’m understanding their capacity. I’m expecting people to be on.
121 00:13:42.410 ⇒ 00:13:44.450 Uttam Kumaran: I’m expecting people to be.
122 00:13:44.610 ⇒ 00:13:46.839 Robert Tseng: I think your air pods might probably dropped.
123 00:13:47.810 ⇒ 00:13:48.440 Nicolas Sucari: Yeah.
124 00:13:49.050 ⇒ 00:13:54.929 Uttam Kumaran: No, I’m like Ex. I’m expecting people to be honest with, like their capacity, and basically like what they can take.
125 00:13:55.050 ⇒ 00:14:04.880 Uttam Kumaran: So it’s kind of tough. When the ball gets dropped I’ll be a little bit more careful about that. And we’re sort of kind of finding out what these limits are.
126 00:14:06.800 ⇒ 00:14:12.420 Uttam Kumaran: So yeah, for Eden. Definitely we need. We will. We’ll I’ll have to bring on someone else.
127 00:14:13.090 ⇒ 00:14:21.189 Robert Tseng: Okay, yeah, yeah. I mean, I think Sahara is doing great. I think. Yeah, with doing great. Yeah.
128 00:14:21.530 ⇒ 00:14:28.120 Robert Tseng: yeah, she’s she’s creative enough to be able to give me a lot of things to like kind of look, review, and look through.
129 00:14:28.565 ⇒ 00:14:46.609 Robert Tseng: So I I think that she’s she. And then she yeah, I think she understands like she understands like the how to work with the A team enough to know like, what are the blockers. And so I I feel good about having her on on this client, and I want to put her in front of the client more so.
130 00:14:46.610 ⇒ 00:14:59.669 Robert Tseng: I’m meeting with her regularly starting on Fridays, but like I wanna see her kind of be more client facing like pious is but yeah, I think I think she’s she’s ready to do that. So I’ve been happy with the 1st month of her being here.
131 00:15:01.020 ⇒ 00:15:04.909 Uttam Kumaran: Yeah. Alright. Then I think a takeaway for this is, I’m gonna find I’m gonna
132 00:15:05.030 ⇒ 00:15:10.640 Uttam Kumaran: I’ll bring on someone else to come supplement. And then I’m I’m gonna move Ryan off and just have him own
133 00:15:11.761 ⇒ 00:15:14.920 Uttam Kumaran: stack Blitz, basically for most of it, because that
134 00:15:15.380 ⇒ 00:15:17.590 Uttam Kumaran: that it’s like it’s all dbt work.
135 00:15:19.410 ⇒ 00:15:20.060 Robert Tseng: Okay.
136 00:15:20.380 ⇒ 00:15:20.970 Nicolas Sucari: Okay.
137 00:15:22.280 ⇒ 00:15:31.640 Nicolas Sucari: cool once we have a someone else would be good. Is Robert. Maybe like, have a like a week meet a weekly meeting with Hannah and New Ae.
138 00:15:31.710 ⇒ 00:15:55.660 Nicolas Sucari: and me, just to go through everything we have for Eden, so that we can like like what we are doing for all parts and javit. I’m like planning ahead the week going through the task and see that we have everything there. Maybe Robert for you is gonna be a little bit tedious the 1st weeks, but it helps like to be on top of that for me, so that I can have, like a broader understanding of everything that we are building for them. Okay.
139 00:15:57.060 ⇒ 00:15:58.240 Robert Tseng: Yeah, sure, if it’s
140 00:15:58.240 ⇒ 00:16:07.850 Robert Tseng: we have some urgent stuff outstanding that like reconcile. So I don’t know how we’re gonna bring someone in right away. But like.
141 00:16:07.850 ⇒ 00:16:18.604 Uttam Kumaran: I’m gonna close. I’m gonna close out. Anything like I can come in and close out anything. So I’m gonna close out whatever is left over. Let’s not yeah. Don’t worry about that.
142 00:16:19.100 ⇒ 00:16:29.689 Uttam Kumaran: So like I don’t want to leave like this is where I’m like, I’m not leaving. We won’t leave any of that to chance. It’s just like I can’t come in and band aid for very long. So I’m going to
143 00:16:31.170 ⇒ 00:16:35.610 Uttam Kumaran: just be making some phone calls and we’ll get somebody. I have a couple of people that are that are down so.
144 00:16:36.160 ⇒ 00:16:36.830 Robert Tseng: Okay.
145 00:16:37.350 ⇒ 00:16:45.059 Uttam Kumaran: Like. So some people who you can actually put in front like, who can go run like, go get time with people and like, figure this out and stuff like that. So
146 00:16:45.830 ⇒ 00:16:47.240 Uttam Kumaran: and then, yeah.
147 00:16:48.770 ⇒ 00:16:52.990 Uttam Kumaran: so let’s do that. And then, yeah, in terms of more meetings, like, I don’t know. I think, still, think we have a lot
148 00:16:53.130 ⇒ 00:16:57.490 Uttam Kumaran: of stuff already documented. So I don’t really see a big need for
149 00:16:57.820 ⇒ 00:17:05.450 Uttam Kumaran: another meeting. I think the the biggest thing is as we get our next big set of priorities. We need to just kind of like, probably kick off.
150 00:17:06.527 ⇒ 00:17:10.539 Uttam Kumaran: One thing to be like cool. Here’s the next month’s worth of priorities.
151 00:17:10.730 ⇒ 00:17:15.999 Uttam Kumaran: And like, then we kind of start running. Does that make sense.
152 00:17:16.819 ⇒ 00:17:17.469 Robert Tseng: Okay.
153 00:17:18.810 ⇒ 00:17:22.050 Nicolas Sucari: Okay, cool.
154 00:17:22.500 ⇒ 00:17:23.850 Nicolas Sucari: Let’s go to Javi.
155 00:17:25.119 ⇒ 00:17:44.580 Nicolas Sucari: So for Javi already set up portable with all of the connectors yesterday, all of the data was syncing. We just need to check if everything is ready. Now in Snowflake we have already all of the tickets planned in order to start working on the modeling stuff there we’re aiming to have.
156 00:17:44.780 ⇒ 00:17:48.675 Nicolas Sucari: I think it was almost everything ready for Tuesday next week.
157 00:17:49.530 ⇒ 00:17:54.989 Nicolas Sucari: all of the all of the modeling for the other connectors shopify is gonna be our priority.
158 00:17:55.665 ⇒ 00:17:59.489 Nicolas Sucari: And yeah, then we have by us working on.
159 00:17:59.660 ⇒ 00:18:10.919 Nicolas Sucari: and the gross margin dashboard. Once the pull request on the Cox modelings is figured out, and and he has the address matching, too. That was
160 00:18:11.337 ⇒ 00:18:26.080 Nicolas Sucari: that he’s aiming to deliver on Sunday, too. My only concern here is if I guess he’s gonna be able to deliver everything on Sunday, or if he’s gonna be, or if it is too much for him what we already discussed with them. But yeah.
161 00:18:26.280 ⇒ 00:18:34.000 Nicolas Sucari: everything else on the data engineering side is ready. And once we have the data in Snowflake, look and start working on the modeling.
162 00:18:35.010 ⇒ 00:18:43.420 Uttam Kumaran: Yeah. So these should all be done. I think, Nico, you’re still gonna you’re gonna go confirm and then close these. Then yeah, pies has a lot of tasks between
163 00:18:43.630 ⇒ 00:18:48.489 Uttam Kumaran: this, and although, like for me, I really see
164 00:18:49.180 ⇒ 00:18:53.610 Uttam Kumaran: Nico, you and him owning both of these clients, and like
165 00:18:53.930 ⇒ 00:18:57.839 Uttam Kumaran: that’s kind of my goal, and like I’ll come in to help with like
166 00:18:58.270 ⇒ 00:19:04.620 Uttam Kumaran: sort of account management stuff on pool parts, and Robert will kind of come in to help on like larger items on Joby.
167 00:19:04.980 ⇒ 00:19:09.529 Uttam Kumaran: But I really want you guys to just get integrated with the client with the client like
168 00:19:11.780 ⇒ 00:19:23.950 Uttam Kumaran: So I I want to keep me and Robert out of meetings as much as possible for these guys. So how much ever you guys can go meet with? The nice thing is, we’re on a monthly fee schedule right now. So
169 00:19:24.300 ⇒ 00:19:31.889 Uttam Kumaran: I I really would be great for you to just like have a have a weekly time with. I’m on if we don’t already have that
170 00:19:32.400 ⇒ 00:19:36.999 Uttam Kumaran: like. Continue to have the weekly time with Kim and with Chuck
171 00:19:37.220 ⇒ 00:19:46.240 Uttam Kumaran: like those are the things that me and Robert are not gonna be able to do that. We really need you to do and have that time relationship.
172 00:19:47.430 ⇒ 00:19:57.539 Uttam Kumaran: because that’s gonna be really really paramount for a lot of this ideally pies can start to do that, too. I know he’s working just like part time with us, but
173 00:19:57.680 ⇒ 00:20:02.869 Uttam Kumaran: like I don’t. I don’t see the work for either of these 2 companies as that hard.
174 00:20:03.160 ⇒ 00:20:11.310 Uttam Kumaran: But the communication is so key. And we’ve like this is why I sent that message is that like, I think we did better. But I really had to like
175 00:20:12.120 ⇒ 00:20:22.710 Uttam Kumaran: go after it, you know, and so I can’t. I’m not gonna be able to do that all the time. So I really want to see that you guys are like an extension of the brain of this client.
176 00:20:23.340 ⇒ 00:20:40.359 Uttam Kumaran: Moving forward. I don’t want. I don’t want you to just be like looking at tickets and stuff like that like I want you to be like, oh, it’s kind of like when I when I describe what Dan and Ben would say like, that’s what I’m expecting you to do for Joby. Like, really know who the players are, and like what they’re what they want.
177 00:20:40.550 ⇒ 00:20:44.440 Uttam Kumaran: That would that would save us a lot and allow us to go work on
178 00:20:45.370 ⇒ 00:20:51.529 Uttam Kumaran: Eden and and rotter sales like. If these 2 can get just like on a steady state, I’ll be very happy.
179 00:20:53.050 ⇒ 00:20:55.040 Nicolas Sucari: Hey, Graham, perfect.
180 00:20:55.040 ⇒ 00:20:56.060 Uttam Kumaran: What do you think?
181 00:20:58.830 ⇒ 00:21:24.979 Nicolas Sucari: Yeah, I agree. I think, I can start working more closely to pay us trying to set up those meetings and try to get involved more with the client. I think that’s fine. I’ll maybe yeah, ping you and Robert on some of the next priorities so that we can start building that back. Look moving forward and yeah, and and working closely with by us. I think it’s I think we can. We can. We can work with the client to and we can take it, the both of us
182 00:21:25.367 ⇒ 00:21:32.750 Nicolas Sucari: full parts. I think it’s it’s gonna be easier than Javi, because Aman is kind of a little bit more I don’t know.
183 00:21:33.430 ⇒ 00:21:45.219 Nicolas Sucari: He requests a little bit more things, but the pool parts, once we set that priorities, or next things that we need to be working on. It’s gonna be a little bit more I think it’s gonna be smoother. But yeah, I think we can take it.
184 00:21:45.690 ⇒ 00:21:52.409 Uttam Kumaran: I agree, but I again like I looking at my calendar. This is the most amount of meetings I’ve had in a long time.
185 00:21:52.690 ⇒ 00:22:02.470 Uttam Kumaran: and I’m starting. It’s starting to like hurt my life and my mental ability to be in 6 h of meetings every single day. So I’m gonna start
186 00:22:02.660 ⇒ 00:22:28.110 Uttam Kumaran: saying, I’m not going to some of these things right? Like I already have to put a daily data meeting. I have a daily am AI meeting with the daily sales meeting. It sounds like people just aren’t working together on things and like things aren’t getting done. And I basically have to go to meetings and be like, where is this? It’s not the way this is supposed to be happening right? So like, if you and pies need to meet me and Robert do not need to be there. Right? Don’t let that linger until the data meeting.
187 00:22:28.474 ⇒ 00:22:34.080 Uttam Kumaran: It’s I’m gonna start doing what I usually do, which is like selectively, just not go to stuff and see what happens.
188 00:22:34.593 ⇒ 00:22:40.779 Uttam Kumaran: Our time is is like really screwed right now. So we’re not spending nearly enough time on
189 00:22:40.890 ⇒ 00:22:47.960 Uttam Kumaran: on sales and some other broader stuff. So that’s what I’m just gonna say out loud is
190 00:22:48.130 ⇒ 00:22:53.389 Uttam Kumaran: on these 2 clients as much as you 2 can just be attached to the hip with the client
191 00:22:53.520 ⇒ 00:22:58.789 Uttam Kumaran: is like so so paramount. I really don’t want next week
192 00:22:59.100 ⇒ 00:23:01.180 Uttam Kumaran: to go into notion and be like
193 00:23:02.030 ⇒ 00:23:09.639 Uttam Kumaran: like where stuff right? I think we did a good job this week, like, I’m really happy. Everything is due dates, like, you know, and I but
194 00:23:10.448 ⇒ 00:23:14.430 Uttam Kumaran: I as soon as I did that once I’m like this can’t be the expectation. So
195 00:23:14.560 ⇒ 00:23:20.999 Uttam Kumaran: I feel I feel good after this week like looking that all the meetings this week of our data went really smoothly, except the even stuff.
196 00:23:21.140 ⇒ 00:23:31.193 Uttam Kumaran: But I wanna make sure that this can continue so at minimum if for these 2 clients. If you 2 can just dominate. That would be like so lovely
197 00:23:31.980 ⇒ 00:23:44.349 Uttam Kumaran: cause I’m gonna I’m gonna go fill in on Eden. And I’m handling Stack Blitz as well, and basically trying to race to get those 2 on track before we start with urban stems. And those guys seem like
198 00:23:44.960 ⇒ 00:23:49.149 Uttam Kumaran: my guess is like they’re gonna be quite particular as well. So
199 00:23:50.040 ⇒ 00:23:53.539 Uttam Kumaran: sorry to spiel on. But that’s like that’s how I’m feeling right now.
200 00:23:54.870 ⇒ 00:23:57.569 Nicolas Sucari: Perfect. Okay, yeah, okay, I’m gonna work towards that.
201 00:23:58.030 ⇒ 00:24:07.309 Robert Tseng: Yeah, I mean, I think, for I also want to say, for, like my perspective, at least with Javi and Eden, like, ideal state is like, Yeah, I think I’m not kind of
202 00:24:08.070 ⇒ 00:24:37.869 Robert Tseng: having to push on all fronts. And I can, I I would think my most valuable time on that on those clients is the account management and upsell like. I believe that if I just gave Javi like an hour or 2 of my time a week I’d be able to push it to a higher contract size, and I think that to me is another like mode of sales, like I think Javi is quite wide open. There’s so much opportunity like, I wanted to meet with Brandon this week. But I cancel that because of the Eden stuff.
203 00:24:38.251 ⇒ 00:24:47.608 Robert Tseng: Yeah. So I I think that, like, you know, as you’re thinking about building up a backlog for these clients like, that’s where I want to be helpful and
204 00:24:47.920 ⇒ 00:24:48.340 Nicolas Sucari: Yeah.
205 00:24:48.340 ⇒ 00:25:07.590 Robert Tseng: Yeah, like, as far as like, kind of keeping things on track, or like figuring out what’s currently in flight, like as much as little as I can spend thinking about that, and like thinking about where what future projects we can go after. I think that to me is like the most valuable thing that I can be doing with our with our existing clients. So
206 00:25:07.903 ⇒ 00:25:26.709 Robert Tseng: yeah, I’m I’m always thinking about, how do I push Javi to to a 20 k plus contract, and I know Eden is close to that. We I think we’re we. We have to get things right there, but I I know that we’ll we’ll get there. So, rather than just like always going after and chasing new clients like
207 00:25:26.710 ⇒ 00:25:42.090 Robert Tseng: I. I believe that every client that we work with has the potential to be like if they’re truly growing and succeeding like the companies are working with, they can afford us at like double the what they’re paying us, and that’s why I would. I want to. I want to be pushing us towards.
208 00:25:44.400 ⇒ 00:25:44.860 Nicolas Sucari: Okay.
209 00:25:46.142 ⇒ 00:25:51.940 Uttam Kumaran: We’ll talk to. We’ll we’ll I’ll bring it up again when Pius is in the meeting tomorrow. But
210 00:25:52.713 ⇒ 00:25:57.359 Uttam Kumaran: yeah, I’m just gonna hammer. You’re gonna hear me hammering this point in the next 2 weeks.
211 00:25:59.450 ⇒ 00:26:02.629 Uttam Kumaran: Okay, what’s next? Stack list?
212 00:26:04.146 ⇒ 00:26:08.779 Nicolas Sucari: Yeah, pull parts. Okay, we already discussed. We have everything on track there.
213 00:26:09.080 ⇒ 00:26:10.679 Nicolas Sucari: So yes, documents.
214 00:26:11.870 ⇒ 00:26:17.108 Uttam Kumaran: Yeah pool parts. Let’s just make sure that we can get that meeting on the calendar and that they’re coming.
215 00:26:18.090 ⇒ 00:26:19.090 Uttam Kumaran: yeah, I.
216 00:26:19.090 ⇒ 00:26:30.969 Nicolas Sucari: I just scheduled a meeting with you and pay us to like pitch or try to understand what we’re gonna be pitching to Ben and Dan on the end. I’m gonna schedule a meeting with them.
217 00:26:34.630 ⇒ 00:26:42.670 Uttam Kumaran: Okay, great. And then stack. Blitz. Yeah, I’m still waiting on access. I’m still waiting them for them to fill out each of these access things.
218 00:26:44.150 ⇒ 00:26:47.979 Uttam Kumaran: And then we’re gonna start on modeling. Basically, immediately after that.
219 00:26:48.200 ⇒ 00:26:53.960 Uttam Kumaran: The nice thing is this is like all dbt, work. So between me and Ryan we should handle
220 00:26:55.860 ⇒ 00:27:02.660 Uttam Kumaran: and Mitch is like a friendly person. He knows me so I don’t think this is going to be too crazy.
221 00:27:02.790 ⇒ 00:27:09.810 Uttam Kumaran: The only thing here is like I, we, I’m gonna start seeing Michael
222 00:27:10.020 ⇒ 00:27:14.329 Uttam Kumaran: towards the end, towards the mid of next month, like, how do we continue to expand these guys.
223 00:27:17.290 ⇒ 00:27:22.120 Uttam Kumaran: So yeah. But initially, this is all dead work. So this is thankfully going. Pretty good.
224 00:27:24.140 ⇒ 00:27:24.890 Nicolas Sucari: Okay.
225 00:27:27.190 ⇒ 00:27:28.010 Nicolas Sucari: Cool.
226 00:27:28.150 ⇒ 00:27:29.330 Nicolas Sucari: Anything. Else.
227 00:27:31.740 ⇒ 00:27:36.819 Uttam Kumaran: I think I think that’s
228 00:27:36.980 ⇒ 00:27:41.240 Uttam Kumaran: it. So on the AI side, I think things are, gonna
229 00:27:41.950 ⇒ 00:27:44.970 Uttam Kumaran: I think we’re gonna have one AI audit close.
230 00:27:45.530 ⇒ 00:27:51.149 Uttam Kumaran: and Miguel probably mean you will kind of handle that, and then I’ll I’ll I should be able to
231 00:27:51.370 ⇒ 00:27:55.210 Uttam Kumaran: show you how to do some of those and then
232 00:27:58.470 ⇒ 00:28:03.479 Uttam Kumaran: we have another AI client that that proposal is out to right now. So let’s see.
233 00:28:03.970 ⇒ 00:28:05.930 Uttam Kumaran: things are gonna get a little bit more tense.
234 00:28:09.120 ⇒ 00:28:10.810 Uttam Kumaran: Otherwise.
235 00:28:11.710 ⇒ 00:28:17.149 Uttam Kumaran: Yeah, I think I I guess. Robert, how do we? Wanna when are we talking to?
236 00:28:17.800 ⇒ 00:28:18.720 Uttam Kumaran: Grace?
237 00:28:20.900 ⇒ 00:28:26.190 Robert Tseng: Oh, yeah, well, so she’s still dealing with the fire stuff. She said, that
238 00:28:26.490 ⇒ 00:28:31.260 Robert Tseng: she’ll be back like I think she’s like head headed back to San Diego today. So.
239 00:28:31.260 ⇒ 00:28:31.590 Uttam Kumaran: Okay.
240 00:28:31.590 ⇒ 00:28:35.260 Robert Tseng: She said. She’ll look at it over the weekend and reach out to us next week. So.
241 00:28:36.090 ⇒ 00:28:43.225 Uttam Kumaran: Okay. I do think that there could be some opportunity for her to help out in this moment, and then, I guess, kind of off topic.
242 00:28:44.480 ⇒ 00:28:47.370 Uttam Kumaran: sorry I’m blanking on your friend’s name for Mark.
243 00:28:47.370 ⇒ 00:28:48.000 Robert Tseng: Hannah.
244 00:28:48.360 ⇒ 00:28:51.400 Uttam Kumaran: Hannah. Yes, to what
245 00:28:51.530 ⇒ 00:28:55.789 Uttam Kumaran: should we? Just you want me to coordinate that, or should we? Just if if you give the thumbs up.
246 00:28:56.921 ⇒ 00:29:00.238 Robert Tseng: I think we were. We’re gonna send her some stuff
247 00:29:01.450 ⇒ 00:29:21.179 Robert Tseng: or I have to look back. And what the hold up is. I mean. I sent her like the notes from the meeting so she could look through it. But we were going to kind of pick a few things. I think we already discussed this a few things she could start with just basically let her in, just like, look around. Yeah, I’m happy to we. We can get her start on that next week.
248 00:29:21.180 ⇒ 00:29:24.219 Uttam Kumaran: Okay, I just didn’t know if you confirmed with her on rate stuff.
249 00:29:24.810 ⇒ 00:29:27.470 Robert Tseng: Oh, yeah, no, I haven’t yet, but I I can.
250 00:29:28.250 ⇒ 00:29:32.430 Uttam Kumaran: Okay. So I’m so then I’m gonna go ahead and just I’ll just send a couple of notes
251 00:29:32.770 ⇒ 00:29:39.229 Uttam Kumaran: and I’ll assume you’re following up on rate stuff in the background. Just give me the things, and then I can make sure that’s all set up. I just.
252 00:29:39.230 ⇒ 00:29:39.780 Robert Tseng: Yeah.
253 00:29:39.780 ⇒ 00:29:43.589 Uttam Kumaran: Don’t want to lose momentum, and we have a couple like a couple of those things are bite size that
254 00:29:43.710 ⇒ 00:29:46.680 Uttam Kumaran: in one or 2 weeks we’ll we’ll find out whether it’s working or not.
255 00:29:47.130 ⇒ 00:29:47.770 Robert Tseng: Okay.
256 00:29:50.820 ⇒ 00:29:51.770 Robert Tseng: Okay.
257 00:29:52.160 ⇒ 00:30:01.449 Uttam Kumaran: Cool. Take a nap or drink some water or chill, and I’ll I’ll be back. I’ll work on some even stuff tonight.
258 00:30:03.600 ⇒ 00:30:07.190 Uttam Kumaran: And then we’ll get organized on everything on Eden tomorrow in the retro.
259 00:30:08.190 ⇒ 00:30:29.560 Robert Tseng: Okay, yeah, on the Eden stuff. It’s just if we could just pull in the the Member plan and then the the cogs stuff, we can get it. And then, yeah, I mean that to me is a bare minimum, and then that you got some more context on the marketing metrics. If you want to talk through it, I think I understand how how they’re doing attribution. It’s exactly like what I said in that last night, so.
260 00:30:29.995 ⇒ 00:30:30.429 Uttam Kumaran: Okay.
261 00:30:30.430 ⇒ 00:30:30.970 Robert Tseng: Yeah.
262 00:30:32.100 ⇒ 00:30:35.699 Uttam Kumaran: Okay, okay, see, you guys.
263 00:30:35.700 ⇒ 00:30:36.860 Nicolas Sucari: Guys. Bye-bye.
264 00:30:37.200 ⇒ 00:30:37.600 Miguel de Veyra: Bye, bye.