Meeting Title: Robert Tseng’s Personal Meeting Room Date: 2025-03-17 Meeting participants: Aakash Tandel, Steven Kootz, Sahanaasokan, Robert Tseng, Awaish Kumar, James Freire
WEBVTT
1 00:08:20.130 ⇒ 00:08:21.109 Robert Tseng: Oh, hey, waste!
2 00:08:24.970 ⇒ 00:08:25.890 Robert Tseng: You are early
3 00:08:26.380 ⇒ 00:08:27.360 Awaish Kumar: Hello! Yep.
4 00:08:31.190 ⇒ 00:08:32.330 Robert Tseng: How was your weekend
5 00:08:33.270 ⇒ 00:08:35.030 Awaish Kumar: Yeah, it was good. How about you?
6 00:08:36.840 ⇒ 00:08:38.587 Robert Tseng: That’s good. I
7 00:08:39.650 ⇒ 00:08:47.109 Robert Tseng: I went skiing last last one of the season. It was very warm.
8 00:08:47.250 ⇒ 00:08:52.080 Robert Tseng: so I don’t think there will be any more snow in the future. But yeah.
9 00:08:54.330 ⇒ 00:08:57.510 Awaish Kumar: Okay, was it nearby
10 00:08:58.380 ⇒ 00:09:06.170 Robert Tseng: Yeah, yeah, I’m I’m in New York. So just it’s like a couple hours drive away in upstate New York.
11 00:09:08.210 ⇒ 00:09:09.010 Awaish Kumar: Okay.
12 00:09:09.490 ⇒ 00:09:11.920 Robert Tseng: Yeah, what about you? What did you do?
13 00:09:13.280 ⇒ 00:09:14.960 Awaish Kumar: Yeah, nothing like I was.
14 00:09:15.340 ⇒ 00:09:16.610 Awaish Kumar: But family.
15 00:09:16.840 ⇒ 00:09:21.470 Awaish Kumar: We have this holy celebrations
16 00:09:24.450 ⇒ 00:09:25.819 Robert Tseng: What kind of celebrations
17 00:09:27.200 ⇒ 00:09:29.650 Awaish Kumar: It’s a holy, holy festival
18 00:09:29.650 ⇒ 00:09:32.839 Robert Tseng: Oh, oh, it’s holy right now. Oh, I didn’t know
19 00:09:33.010 ⇒ 00:09:35.010 Awaish Kumar: Yeah, it was like on 30th
20 00:09:35.460 ⇒ 00:09:39.540 Robert Tseng: Oh, cool. Yeah, it’s usually during the spring, right? So, okay, cool.
21 00:09:40.250 ⇒ 00:09:45.727 Robert Tseng: Nice with the like, the colors and everything. And
22 00:09:46.090 ⇒ 00:09:46.550 Awaish Kumar: Yeah, yeah.
23 00:09:46.760 ⇒ 00:09:53.899 Robert Tseng: Okay, yeah. I mean, when I was a kid, I went to a holy run. I guess, like.
24 00:09:54.140 ⇒ 00:09:57.660 Robert Tseng: I don’t know. They just throw a bunch of color stuff on you, and then you run.
25 00:09:57.870 ⇒ 00:10:02.550 Robert Tseng: But I guess that’s that’s the extent of what I know
26 00:10:05.680 ⇒ 00:10:06.680 Awaish Kumar: Yeah.
27 00:10:08.350 ⇒ 00:10:09.410 Robert Tseng: That’s cool.
28 00:10:28.120 ⇒ 00:10:34.552 Robert Tseng: I’m just gonna getting getting myself prepared.
29 00:10:40.110 ⇒ 00:10:41.710 Robert Tseng: Hello! Hello!
30 00:10:41.860 ⇒ 00:10:42.820 James Freire: Hello! Hello!
31 00:10:45.540 ⇒ 00:10:48.539 Robert Tseng: Do you jump out of a plane this weekend, James
32 00:10:49.150 ⇒ 00:10:53.970 James Freire: No, possibly Saturday, depending on the weather and other logistics
33 00:10:54.685 ⇒ 00:10:55.190 Robert Tseng: Okay.
34 00:10:56.520 ⇒ 00:10:57.660 Steven Kootz: Oh, hey, guys.
35 00:10:58.800 ⇒ 00:10:59.700 Robert Tseng: Hey! Steven.
36 00:11:00.260 ⇒ 00:11:01.359 Steven Kootz: Hello! Hello!
37 00:11:02.950 ⇒ 00:11:06.810 Steven Kootz: Alright! Yeah. I get the remainder of the week on the board
38 00:11:10.150 ⇒ 00:11:11.049 Robert Tseng: What was that?
39 00:11:11.908 ⇒ 00:11:15.290 Steven Kootz: Got the remainder of the meetings on the board
40 00:11:15.690 ⇒ 00:11:17.760 Robert Tseng: Oh, okay, okay, yeah, thanks.
41 00:11:19.280 ⇒ 00:11:24.000 Robert Tseng: I know. Basically, he pulled himself out of a hall. Stand up so
42 00:11:24.160 ⇒ 00:11:29.040 Robert Tseng: because the Pm’s are now. So it’s on you to
43 00:11:29.410 ⇒ 00:11:36.049 Robert Tseng: to own own meetings. I can. I can drive this one today just because I made some changes. And there’s some big things I want to talk about this team.
44 00:11:36.851 ⇒ 00:11:43.180 Robert Tseng: But then, kind of moving forward, Stephen with with, I’ll let. I’ll let you let you take it
45 00:11:43.550 ⇒ 00:11:45.010 Steven Kootz: Yeah, perfect. That sounds great.
46 00:11:45.270 ⇒ 00:11:47.659 sahanaasokan: Are we still gonna have daily call
47 00:11:50.250 ⇒ 00:11:52.430 Robert Tseng: Yes, that is, that is the plan.
48 00:11:52.700 ⇒ 00:11:56.367 sahanaasokan: Okay, cool? I was asking. I don’t see it on the calendar, so
49 00:11:57.000 ⇒ 00:11:59.229 Steven Kootz: No, I I just sent it out so
50 00:11:59.230 ⇒ 00:12:01.310 sahanaasokan: Oh, okay, sounds good. Thank you.
51 00:12:01.640 ⇒ 00:12:02.460 Steven Kootz: Yeah.
52 00:12:03.250 ⇒ 00:12:08.052 Robert Tseng: Okay, cool? Well, then, I’m just gonna jump into it.
53 00:12:18.410 ⇒ 00:12:20.009 James Freire: Sorry I had something in the oven
54 00:12:20.780 ⇒ 00:12:22.373 Robert Tseng: Hey? No worries. Yeah.
55 00:12:24.060 ⇒ 00:12:30.050 Robert Tseng: okay. So I took some time over this past weekend to kind of just go through everything
56 00:12:30.320 ⇒ 00:12:37.790 Robert Tseng: and linear. And I guess maybe I’ll do it. Sorry. Let me just.
57 00:12:38.160 ⇒ 00:12:43.330 Robert Tseng: I’ll screen, share my whole screen that way. I can have put things open.
58 00:12:48.430 ⇒ 00:13:17.310 Robert Tseng: Yeah, so if you haven’t been in linear yet, I know. Wish looks like you’re still pending on the invite so definitely would jump into this. We’re not using notion anymore moving forward. There’s some legacy tickets in there. I’ve done everything I could to try to update this as best I can. But basically this view that you have here. You can look at work in project work in progress projects. So this is to me basically the replacement of like what I used to present to the leadership team
59 00:13:18.020 ⇒ 00:13:20.270 Robert Tseng: like on a weekly basis.
60 00:13:20.750 ⇒ 00:13:27.359 Robert Tseng: I refer to them as Elt, because that’s how they want to be referred to. So if you ever see me drop that nac acronym, I’m just referring to the
61 00:13:27.460 ⇒ 00:13:33.409 Robert Tseng: the C-suite. So I was pretty much using this kind of like timeline view from figma before, but
62 00:13:34.170 ⇒ 00:13:35.600 Robert Tseng: hopefully now.
63 00:13:35.710 ⇒ 00:14:04.750 Robert Tseng: linear is in a place where I can just use one tool to show everything. So every project kind of here shows the parallel work streams. There’s some connections to dependencies. And then I’ve kind of rearranged things by priority, so this will probably look bit different from what you’ve seen before, I know I’ve had like one off conversations with many of you, so want to just run through the highest priority things, and then we can talk about like the impact of like which issues y’all are working on for each one.
64 00:14:05.323 ⇒ 00:14:14.439 Robert Tseng: Oh, shoot a wish or so. Not wish, Steven. I don’t think I don’t think Dave a lot is in this call, so if you could add him, or just like ping him, that would be
65 00:14:14.740 ⇒ 00:14:17.959 Robert Tseng: helpful because he is the owner. On a couple of these things
66 00:14:17.960 ⇒ 00:14:21.260 Steven Kootz: He? Yeah, he’s on call. He just joined, so let me- let me ping him
67 00:14:21.990 ⇒ 00:14:25.960 Robert Tseng: Oh, is he? Okay, yeah. I just just noticed he wasn’t there.
68 00:14:26.538 ⇒ 00:14:34.600 Robert Tseng: But okay, so I think so what happened last week just to kind of recap. There was like a bit of a blow up where? The
69 00:14:34.790 ⇒ 00:14:40.620 Robert Tseng: like mapping sheet that maybe I don’t think you all have seen. Some of you have not seen this.
70 00:14:41.176 ⇒ 00:14:54.709 Robert Tseng: This Google Sheet is pretty much like how we do our product level mappings. So every id variant product, bundle or membership that comes in through bask, which is their their base. It’s basically their version of shopify.
71 00:14:55.369 ⇒ 00:15:04.649 Robert Tseng: This is how we know which active products are in play, and then how we break them out by their plan type, and we also have cogs associated with it.
72 00:15:05.024 ⇒ 00:15:21.170 Robert Tseng: The problem was that this isn’t being maintained regularly, or I just it wasn’t maintained properly. And we had a service account and a few of our like kind of emails on shared on the stock. They were all booted out for some reason, and then I added us back in.
73 00:15:21.170 ⇒ 00:15:43.049 Robert Tseng: But that led to a lot of downstream impacts where there, if you recall, there were a few requests that basically was like, Why does this report no longer have nulls in the product name? Or why do membership ids like or why there are no membership plans for like 75% of orders. So those types of questions, I think we really just need to push on improving this process
74 00:15:43.050 ⇒ 00:16:04.540 Robert Tseng: and and make it. Yeah, like, we need to protect ourselves from not having this break in the future. So there are a few action items there that Dean Lotte and I are kind of taking as like the most urgent things to tackle. So this is kind of this product data standardization and automation project that I’m calling
75 00:16:05.076 ⇒ 00:16:11.180 Robert Tseng: because the work here impacts every report that we that we dish out in tableau.
76 00:16:12.220 ⇒ 00:16:25.410 Robert Tseng: So I’ll just kind of pause there does that. Is that clear on what? That? What that work stream is, and all of you will be on it. But Dave, a lot is as the lead on it, and I will be following with I mean, I’ll be pushing on it with him.
77 00:16:29.750 ⇒ 00:16:32.030 Robert Tseng: Cool no questions on that one.
78 00:16:33.890 ⇒ 00:16:57.430 Robert Tseng: Alright. Then, yeah, just stop me. If you if you hear anything, I just want to catch everyone up on this to be on the same page. Then the next one is tableau administration, maintenance. Feel like we spent a lot of time last week just like kicking the can around. I’m like, oh, I don’t know how to publish things or whatever. So I finally went over this weekend and like kind of
79 00:16:57.830 ⇒ 00:17:00.377 Robert Tseng: I feel like I nailed it this time and
80 00:17:00.760 ⇒ 00:17:13.009 Robert Tseng: I’ve created service account tokens I’ve updated for all the dashboards that are under my accounts ownership. There’s a couple under Sahana’s that you’ll probably need to update, because I would have to basically
81 00:17:13.310 ⇒ 00:17:36.320 Robert Tseng: duplicated or publish it as myself. And like boot your account. It’s like a weird like handoff thing. So hopefully. I set enough messages and looms that you could probably just update your live connection to the extract using the service account. But I did check it this morning, right? 1st thing I did. When I woke up it seemed to have worked so I applied it to the other dashboards, and
82 00:17:36.730 ⇒ 00:17:47.130 Robert Tseng: hopefully, that’ll stop us from getting. Why is this data so like inaccurate or low types of questions in the future? So I think
83 00:17:47.130 ⇒ 00:17:53.240 sahanaasokan: Documented how to do it in that loom right? So I haven’t seen it yet. I’m that’s kind of on the agenda for today.
84 00:17:53.610 ⇒ 00:18:03.819 Robert Tseng: Yeah, yeah, the it’s on the loom. And then I also tagged you in a in a message, in the, in the same thread of like just where the creds are or whatever. So everything’s in one pass. But
85 00:18:04.620 ⇒ 00:18:05.370 Robert Tseng: yeah.
86 00:18:06.751 ⇒ 00:18:33.108 Robert Tseng: yeah. So I think on this one, there’s really just 2 milestones here. It’s really just okay. We need to make sure every dashboard has a daily morning refresh and then making sure that you know these dashboards are. Uptime is reliable. So I’m going to be publishing updates here in linear on these various projects hopefully, like twice a week, just checking in on. If we made any major changes, and hopefully, that keeps us all on the same page.
87 00:18:33.930 ⇒ 00:18:44.660 Robert Tseng: but yeah, I would say, even though I’m the one that kind of, did it, Steven? Probably. I mean, you’re you’re gonna own kind of like, if there are any questions around this just to make sure that we’re on top of
88 00:18:44.780 ⇒ 00:18:52.530 Robert Tseng: like this is just like bare we we need. This is like the table stakes to make sure that people even use our our our dashboard. So that’s kind of
89 00:18:52.930 ⇒ 00:18:55.309 Robert Tseng: where? Where I where I left off that.
90 00:18:55.590 ⇒ 00:19:03.679 Robert Tseng: And then so yeah, those are the urgent things. So, and then, as far as high priority. I know there’s a few here. So I just wanna kind of comment on it.
91 00:19:03.910 ⇒ 00:19:12.200 Robert Tseng: So elt business reporting. So there’s a lot of stuff here. In terms of oops business.
92 00:19:15.060 ⇒ 00:19:17.000 Robert Tseng: Why is there only one to do here?
93 00:19:18.520 ⇒ 00:19:21.859 Robert Tseng: Oh, okay, anyway, this goes. Yeah, anyway. Different view.
94 00:19:22.160 ⇒ 00:19:30.539 Robert Tseng: So yeah, you know we have. We have a few dashboards that are up at the executive level. We have the profitability one that’s 1 that’s under Sahana’s account right now.
95 00:19:31.247 ⇒ 00:19:43.050 Robert Tseng: And then we had the revenue snapshot dashboard. I published that last week. So now all of these milestones will have dates on it. So this is gonna hopefully give Steven some more clarity on like
96 00:19:43.220 ⇒ 00:19:47.680 Robert Tseng: which ones which milestones which projects and milestones he needs to be pushing on.
97 00:19:47.790 ⇒ 00:19:51.280 Robert Tseng: But yeah, I would say, these are the 3 main dashboards that we currently have.
98 00:19:51.976 ⇒ 00:19:55.900 Robert Tseng: I know that James was kind of touching up the executive dashboard.
99 00:19:56.310 ⇒ 00:20:20.720 Robert Tseng: I think we’re gonna we hit. Pause on it. In terms of turning the line graph into a bar charts. I mean, this is a great view, but the fact that we have to change the data model for the orders as well. I don’t think this is the highest priority thing. So definitely, we’ll use this in the next batch of like cosmetic changes, but in light of like other more pressing things. Maybe like that’s why I asked James to hit pause on it.
100 00:20:21.320 ⇒ 00:20:27.049 Robert Tseng: So we’re good on that one on the profitability side. I mean.
101 00:20:27.400 ⇒ 00:20:32.980 Robert Tseng: I think this is a dependency that okay, I didn’t realize Dave. A lot of already jumped on this.
102 00:20:33.020 ⇒ 00:21:00.849 Robert Tseng: But yeah, I think this is as far as data quality for this profitability dashboard that Sahana pushed. Yeah, I think I was just calling out when I was looking this morning, hey, most of the orders for every product do not have membership plans like this is not a good look. We can’t have everything be broken out by plan type, and then most of them are no membership. So I haven’t looked into depth on what the issue was here. But I think that’s something we need to clean up data quality wise there.
103 00:21:01.332 ⇒ 00:21:18.789 Robert Tseng: There are no net. New dashboards at this view right now. So I think this is fine. It’s just make making sure that these dashboards are always like kind of if there are any issues with it. We’re going to get called out, and this will always be the highest one of the higher priority ones, because this is what the execs look at.
104 00:21:19.231 ⇒ 00:21:40.749 Robert Tseng: But yeah, I think there’s, you know this. This was the view that we basically tried to replace, which was this python script that like, was sending a slack Pdf. Into a channel every every day, and so we kind of split this up into 3 different views. For for them. So in case you wanted to know, like, what was the purpose behind all that
105 00:21:41.720 ⇒ 00:21:52.239 Robert Tseng: on the ship, out data ingestion modeling. I still don’t know where we’re at with this, I feel like this has been kind of like in the backlog for a long time, like I don’t.
106 00:21:52.500 ⇒ 00:22:00.260 Robert Tseng: I don’t know. Wish. Do you have context on where we’re at this. With this I didn’t know how to kind of keep. Keep pro. Keep pushing on that
107 00:22:01.210 ⇒ 00:22:06.990 Awaish Kumar: No like utham is the lead on it, and I’m not sure like when
108 00:22:07.420 ⇒ 00:22:09.549 Awaish Kumar: what is the status right now? It is
109 00:22:10.740 ⇒ 00:22:11.460 Robert Tseng: Okay.
110 00:22:22.660 ⇒ 00:22:30.086 Robert Tseng: okay, I will. I mean, Steven, if you could kind of follow up with Tom and Dave on that one
111 00:22:31.330 ⇒ 00:22:39.519 Robert Tseng: yeah, I mean shipbo. I don’t really feel like this is as high priority anymore. We wanted it originally for location data by order.
112 00:22:40.256 ⇒ 00:22:45.909 Robert Tseng: I don’t know, Sahana, do you do? Would you? Do you use that, would you? You’d be using that in your dashboard
113 00:22:46.160 ⇒ 00:22:46.950 sahanaasokan: Chippo.
114 00:22:49.028 ⇒ 00:22:57.669 sahanaasokan: I’m I am only on the agent like the Zendesk ticket dashboard right now, so I’m not sure yet, but I’m thinking we might, I might need to
115 00:22:58.900 ⇒ 00:22:59.640 Robert Tseng: Okay.
116 00:22:59.760 ⇒ 00:23:05.650 sahanaasokan: Like the order progression, and like to get like, for example, like what like the order statuses. And I know we’re pulling that
117 00:23:05.650 ⇒ 00:23:07.389 Robert Tseng: For order statuses. Yeah.
118 00:23:07.390 ⇒ 00:23:12.279 sahanaasokan: Yeah, I need the order statuses for 2 dashboards. Actually. So, yes.
119 00:23:12.980 ⇒ 00:23:23.070 Robert Tseng: Okay, then, I’m not gonna change the priority here. I think this is still high. We’ve been wanting this for a while, so we need to make sure that we’re updated on on the timeline here, Steven. I know this
120 00:23:23.070 ⇒ 00:23:26.559 sahanaasokan: I actually thought it was done. But I guess not.
121 00:23:26.700 ⇒ 00:23:28.090 sahanaasokan: But never mind.
122 00:23:29.150 ⇒ 00:23:30.859 sahanaasokan: I guess it was just basketball.
123 00:23:31.070 ⇒ 00:23:33.000 sahanaasokan: Okay, that’s actually good to know
124 00:23:33.560 ⇒ 00:23:41.799 Robert Tseng: Yeah, there are order status in mask. So there are usually proxies that we can use. But yeah, we were trying to like, get the the real thing from Chippo. So
125 00:23:42.223 ⇒ 00:23:44.330 Robert Tseng: I don’t know where we’re at with that.
126 00:23:44.520 ⇒ 00:23:45.180 Robert Tseng: Yeah.
127 00:23:46.016 ⇒ 00:23:47.689 Steven Kootz: And Danilade
128 00:23:48.210 ⇒ 00:23:49.290 Robert Tseng: Okay, great
129 00:23:50.568 ⇒ 00:24:00.879 Robert Tseng: and then intake, I would say, intake is high priority. I actually would even push this down to medium. Now, if we’re not ready on it. But yeah, just this is just their questionnaire data.
130 00:24:01.672 ⇒ 00:24:06.819 Robert Tseng: I think Dave kind of. He has his marching orders on like what he needs to answer.
131 00:24:07.590 ⇒ 00:24:27.949 Robert Tseng: Basically, if you log on to Eden’s website and you try to purchase a product, it’ll take you through a questionnaire. There’s no way to really get answers to those questionnaires right now. So there’s like the original process, which is just like trying to download some Pdfs off of the bask ui, or you can use type form data, which is what they were trying to set up.
132 00:24:28.415 ⇒ 00:24:52.029 Robert Tseng: But anyway, nobody in the company is very clear on, what are we doing to capture that questionnaire data correctly? And what are the limitations with the current solution right now? So we need to have a clear answer. On what like, how we’re capturing that we are modeling both types of data. But I actually just think that both approaches are incomplete. So I don’t think that this is us. We’re not at a satisfactory place yet. With that
133 00:24:52.030 ⇒ 00:24:58.099 Steven Kootz: Yeah, it. That actually might. That might be done, because I’m looking at the properties. And it says Mark done. I don’t know if
134 00:24:59.050 ⇒ 00:24:59.680 Steven Kootz: it’s like
135 00:24:59.680 ⇒ 00:25:00.070 Robert Tseng: Okay.
136 00:25:00.070 ⇒ 00:25:01.970 Steven Kootz: Knew maybe by mistake, but
137 00:25:02.500 ⇒ 00:25:06.509 Robert Tseng: May. This is Mark done. I haven’t marked as in progress
138 00:25:06.830 ⇒ 00:25:09.650 Steven Kootz: The type form, intake investigation.
139 00:25:10.020 ⇒ 00:25:18.669 Robert Tseng: Oh, the type form intake investigation. Yeah. I mean, that’s that one investigation is done like, put together a document. But I don’t think
140 00:25:19.015 ⇒ 00:25:20.050 Steven Kootz: The remaining. Okay.
141 00:25:20.050 ⇒ 00:25:27.709 Robert Tseng: I don’t think we like. What is it like? What is the output of that? I think it’s just like he knows what’s wrong, but we don’t. We have. We don’t have a solution yet.
142 00:25:28.200 ⇒ 00:25:28.870 Steven Kootz: Okay.
143 00:25:29.530 ⇒ 00:25:35.420 Robert Tseng: Yeah. So until we can answer these these 3 questions like, I don’t think that we have that I wouldn’t consider this done
144 00:25:36.040 ⇒ 00:25:38.050 Steven Kootz: Gotcha. Oh, yeah, I see it all
145 00:25:38.970 ⇒ 00:25:39.650 Robert Tseng: Okay?
146 00:25:40.250 ⇒ 00:25:58.310 Robert Tseng: Yeah. And then, as far as like, Kpi development optimization, this is really just like the marketing work stream. So we have a weekly with Mattesh. Now, who is their Cmo. There’s a lot of like stuff that’s like loaded into this. So this is still tbd, but I would say.
147 00:25:59.303 ⇒ 00:26:17.730 Robert Tseng: I want to give Mattesh the support. I know we were spread more thinly before, like offering support broadly across functions, and so maybe I’ll segue this into like kind of Sahana’s piece, where? Yeah, I know you’re finishing the agent dashboard for the Zen with the Zendesk data, and you also have the farm. Ops thing.
148 00:26:17.850 ⇒ 00:26:19.339 Robert Tseng: Yeah, I mean, we’ve.
149 00:26:19.630 ⇒ 00:26:47.889 Robert Tseng: you know, for whatever it’s worth like. Yes, I think that that’s probably taken longer than we expected, and I also think that just priorities are changing. People are not talking about that anymore. And so I think the pressure is really still on on the marketing team’s performance, and so whatever you’re in flight right now that you can wrap up in the next day or 2, I’d rather kind of push push you back towards marketing. And you know, I think, yeah, that’s kind of the the prioritization change. Everyone
150 00:26:48.200 ⇒ 00:26:53.350 sahanaasokan: Okay. So I think what we can do is, let’s just prioritize getting at least the ticket dashboard done the Zendesk.
151 00:26:53.720 ⇒ 00:27:17.839 sahanaasokan: the one like one of them. There’s 2 still remaining, and that’s the one that’s going. The other 2 are more. Gonna be looking at like the order progression. All of that fun stuff. So we can maybe just put those on pause. And we can just tell them that we’re still waiting for data ingestion. And then we can. We can put me on this. And then I also know you product. I don’t know if that’s come up yet, but
152 00:27:18.390 ⇒ 00:27:32.147 Robert Tseng: Yeah. So, Steven Steven, I put you on a call. We’re meeting with product today. You don’t have this. I know it’s optional for you. But I will be there to just gather some requirements. It’s 1 to one to 2 pm. Eastern. But
153 00:27:34.900 ⇒ 00:27:49.380 Robert Tseng: yeah. So okay, I mean? That sounds good, son. I think we’re on the same page there. Yeah, if the ship oh, data is not ready for you, you can’t even build the other 2, anyway. So let’s just wrap up with what you can what you do have, and let’s kind of get you back into marketing for now.
154 00:27:50.610 ⇒ 00:28:09.119 Robert Tseng: and then I’ll I’m not gonna go through every single one. I’m only talking through the high priority ones, and the last piece is the mixed panel segment segment work. This is really more with Akash, me and Akash working through this. Yeah, we’re just trying to come up with a set of user properties.
155 00:28:09.900 ⇒ 00:28:23.310 Robert Tseng: that the customer that that the Crm team would be using to target their to retarget their existing customers. So not to get too technical or anything. It’s just like
156 00:28:24.074 ⇒ 00:28:33.290 Robert Tseng: right now. They only have, like 1st Utm last Utm 1st order purchase, and like very basic fields like that to do retargeting.
157 00:28:33.370 ⇒ 00:28:59.500 Robert Tseng: But we want to like, give them more what we kind of got their dream list last week. And so we’re just putting, I need to extend this. But putting together a roadmap around, how are you going to bring in those other milestones into customer I/O, which is basically their Crm platform. So I would say, those are all the those are like the urgent and the high prior, highest priority kind of work streams.
158 00:28:59.610 ⇒ 00:29:03.970 Robert Tseng: as you can see, it’s all like execs and marketing. So
159 00:29:04.780 ⇒ 00:29:18.180 Robert Tseng: I know that you have. You’re finishing the send desk thing, Sahana. But like, yeah, if you whatever you can wrap up in the next day or 2. This is kind of I would wanna redirect you back into the higher priority stuff at this point
160 00:29:18.530 ⇒ 00:29:33.979 sahanaasokan: Yeah, I think let’s aim for Wednesday. If that’s okay. I have a flight today. So I’m not gonna be working on this too much till I’ll probably update all the extracts today and then do more like actual building tomorrow tomorrow. So let’s just aim for like maybe Wednesday. If that’s cool
161 00:29:34.330 ⇒ 00:29:35.150 Robert Tseng: Sure.
162 00:29:36.020 ⇒ 00:30:00.079 Robert Tseng: And then, James, you don’t see your name on anything here because you’re kind of the the spec office guy. So I don’t. Yeah, I don’t know. I honestly just go here and I type in James to go figure out what I’m assigned to you. But yeah. So I would say, this retention dashboard! It’s a net new dashboard that we want to bring in. It’s a view they’ve execs have been asking for for a while. I tried to give you as much context as I could here, in terms of
163 00:30:00.080 ⇒ 00:30:15.759 Robert Tseng: where you can go to, to see the original like a data model that we already started to, that we already put together. A wish is probably familiar with this data model. Not sure if I trust it entirely, just from looking at it this morning. My hunch is that
164 00:30:16.352 ⇒ 00:30:21.639 Robert Tseng: I mean this. This is kind of related to the the product mapping logic. But
165 00:30:21.760 ⇒ 00:30:35.290 Robert Tseng: anyway, if you read these notes you’ll see. I think there’s a limitation to this model. I think it’s okay. We could. Still, if it’s usable, we should just use it to build out some basically monthly cohorts. And so we can give to them.
166 00:30:35.870 ⇒ 00:30:50.380 Robert Tseng: And then it’s like monthly cohorts by Ltv. Or Ltv. Cohorts, and also like by number of orders or whatever. So there’s if you if you just kind of read through this issue, I think that’ll get you a head start. But yeah, that’s the net new thing that I would like
167 00:30:50.720 ⇒ 00:30:52.659 Robert Tseng: like you to kind of tackle
168 00:30:53.090 ⇒ 00:30:56.731 James Freire: Yeah, the looker credentials.
169 00:30:57.840 ⇒ 00:31:03.567 James Freire: do. I? Just, I just use the Google, I, I just realized that now, I thought it was a separate thing because I was looking for the
170 00:31:04.090 ⇒ 00:31:08.649 James Freire: the credentials of one password. I just use the Google credentials for you to to access that
171 00:31:08.650 ⇒ 00:31:11.150 Robert Tseng: Yes, that would be.
172 00:31:11.920 ⇒ 00:31:26.369 Robert Tseng: I believe you could use any of them. You can use Eden miners. Yeah, you can use mine. I think it’s probably the safest if. But if mine doesn’t work, for whatever reason, like you could use the Eden Eden at Rainforest. AI, I think, has the same permissions
173 00:31:27.130 ⇒ 00:31:28.640 James Freire: Gotcha? Okay? Cool.
174 00:31:29.140 ⇒ 00:31:29.850 James Freire: Yeah.
175 00:31:31.570 ⇒ 00:31:32.260 Robert Tseng: Cool.
176 00:31:32.913 ⇒ 00:31:35.977 Robert Tseng: Yeah, kind of got through it all. That’s
177 00:31:36.460 ⇒ 00:31:43.469 Robert Tseng: That’s the change. So hopefully, we’re all good with the linear thing. Try to use slack, really, just to.
178 00:31:44.140 ⇒ 00:31:52.479 Robert Tseng: you know, if there’s urgent things that we need to communicate about, I’ll mention it there. But whenever we get to some sort of like resolution
179 00:31:52.800 ⇒ 00:32:09.239 Robert Tseng: in our in our slack threads to just throw the update or the conclusion into the linear ticket. And then I guess, Steven, you’re gonna you’re you’re owning kind of like the the deadlines and stuff. So expect him to to chase.
180 00:32:09.450 ⇒ 00:32:11.320 Robert Tseng: chase us down, I think.
181 00:32:11.840 ⇒ 00:32:12.750 Robert Tseng: What’s wrong?
182 00:32:12.900 ⇒ 00:32:13.870 Robert Tseng: Go ahead.
183 00:32:16.350 ⇒ 00:32:24.777 Robert Tseng: Okay, I was. I was gonna say, yeah, overall. I think last week was great. I know lot new team. We changed a lot of things.
184 00:32:25.290 ⇒ 00:32:44.252 Robert Tseng: heading in the right direction. I think our throughput was still not that great. We only really shipped something early in the week, and then pretty much went silent the rest of the week. So I think hopefully, we’re just gonna keep. We’re like heading in the right direction. But we’ll we’ll get back to a more, we’ll get to a more consistent cadence here.
185 00:32:45.360 ⇒ 00:32:50.600 Robert Tseng: yeah, if there are any issues, please. Just kind of lean on each other. Des for modeling stuff.
186 00:32:50.740 ⇒ 00:32:58.550 Robert Tseng: I probably will not answer every question like, I kind of want the team to kind of try to
187 00:32:59.090 ⇒ 00:33:03.018 Robert Tseng: or kind of answer each other’s questions.
188 00:33:04.090 ⇒ 00:33:11.780 Robert Tseng: But yeah, I think this week I’ll continue to build up more of a backlog here. I’m meeting with the product team today, and then
189 00:33:12.240 ⇒ 00:33:23.289 Robert Tseng: executives. I have to meet with, probably in a couple of days, and then the marketing team. So I think I’ll get a new, a fresh set of requirements to keep adding to these projects as well.
190 00:33:24.026 ⇒ 00:33:30.089 Robert Tseng: But yeah, okay, that’s that’s it for me. Any any questions on this stuff
191 00:33:33.070 ⇒ 00:33:33.580 sahanaasokan: And we
192 00:33:33.580 ⇒ 00:33:34.819 Steven Kootz: Like there.
193 00:33:34.820 ⇒ 00:33:57.750 sahanaasokan: Multiple people working on something like, I feel like it’s kind of confusing and slack when it goes, keeps going back and forth. Especially when the thread gets really long. Do you have any recommendations for how we can kind of tackle that? Because I I think for me, it’s like. Sometimes I just forget because there’s multiple threads, and there’s just so much going on. And I’m just not able to like, keep up with everything
194 00:33:58.220 ⇒ 00:34:21.130 Robert Tseng: Yeah, that’s why I’m trying to centralize things back on the tickets. But I also recognize that there are some issues that are related. And I’m trying to do. I tried to relate certain issues. So like the whole product mapping thing, there are actually 2 issues that are related to it. One is like inconsistency with the product naming, and then inconsistency with the membership naming. But those are actually
195 00:34:21.480 ⇒ 00:34:43.469 Robert Tseng: both tied to the same thing, like the root is still the fact that this sheet is like, not great. So I don’t know. I think, like we can have those separate threads, but just keep tying it back to the the issue itself. So I guess whenever Steven or I are commenting on the in those threads, let’s just try to bring the conversation back to the the issue itself.
196 00:34:44.172 ⇒ 00:34:46.300 Robert Tseng: So at least, like.
197 00:34:46.630 ⇒ 00:34:56.310 Robert Tseng: yeah, you don’t have to keep track of all the thread like conversations. I think any any conclusion that’s reached on those threads should be thrown into the issue. So you can just
198 00:34:56.530 ⇒ 00:34:57.320 Robert Tseng: yeah.
199 00:34:57.490 ⇒ 00:35:06.989 Steven Kootz: And I was. I’ll speak on that, too. And like, essentially, just with linear like, you’re making a home base for like any issue and any like task that there is, too. So like hopefully, the goal is to essentially like.
200 00:35:07.170 ⇒ 00:35:13.120 Steven Kootz: put all the information on like that one issue. And so it’s not all throughout slack, and wherever. So
201 00:35:13.525 ⇒ 00:35:18.370 Steven Kootz: I’ll be working on, and just like trying to make all the dates and everything more more clear. So
202 00:35:19.460 ⇒ 00:35:20.980 sahanaasokan: Okay. Sounds good.
203 00:35:21.600 ⇒ 00:35:23.509 Robert Tseng: Yeah, I know that we were really slacked
204 00:35:23.690 ⇒ 00:35:36.570 Robert Tseng: happy, like the past couple of weeks. I mean, frankly, it was just because I gave up on notion and just felt like the previous iteration of the of this team didn’t really use it, anyway. So yeah, I think
205 00:35:37.320 ⇒ 00:35:51.849 Robert Tseng: I mean, I I spent a good amount of time in linear. And I I’m I’m committed to the using making this work. So I will not be starting massive slack threads anymore. And we’ll try to do my best to push everyone into linear.
206 00:35:58.250 ⇒ 00:35:58.980 Robert Tseng: cool.
207 00:35:59.752 ⇒ 00:36:23.539 Robert Tseng: Last thing. It’s not tied to an issue, but just in terms of like, how you share your work. And whatever just like, how do we collaborate? Just kind of wanting to remind each other of that so definitely appreciate folks sharing looms here and there. James, thank you for your really detailed explanation of like, why the previous data model didn’t support the stack bar charts like that helped out get to the very root
208 00:36:23.750 ⇒ 00:36:31.279 Robert Tseng: issue of like. And he just pushed like a 2 line code change like that was a great handoff like, I want to see more of that of like.
209 00:36:32.240 ⇒ 00:36:52.529 Robert Tseng: yeah, kind of us, not just like saying something is broken, but like big, like, kind of really naming what the issue is, and maybe if you have the knowledge, and if you just run a query yourself, just pointing out what? What test? Query you ran like what like, and just go going the extra step to make that hand off a bit easier, like, I think that was just
210 00:36:52.650 ⇒ 00:37:01.770 Robert Tseng: we. We haven’t really reached that level of collaboration before. So I just want to call that out as like that was a great example of like what I think should be happening more
211 00:37:02.780 ⇒ 00:37:27.039 Robert Tseng: like even this morning. Away, she were asking me like, oh, I said I, you have these 2 2 models you had previously, random by Bo didn’t know what the what like, which one to use. I sent you the 2 queries I ran to like test, which model was better to use. So just like stuff like that, where I’m just taking like the extra step to write, how I’m validating or checking some work that I’m doing
212 00:37:27.491 ⇒ 00:37:29.750 Robert Tseng: and then hand pushing it back over. I think
213 00:37:29.860 ⇒ 00:37:48.899 Robert Tseng: if we could do that with looms or sharing queries, whatever it is like that extra step between the engineers, it goes both ways, not just from the analysts of the engineers. When the engineers push a new model, saying like this is the same as that legacy model, or whatever like, share the check that you use.
214 00:37:49.764 ⇒ 00:37:54.209 Robert Tseng: Yeah, just like, don’t. Don’t take for granted that, like
215 00:37:54.330 ⇒ 00:38:01.990 Robert Tseng: we just all go to the same source and know what everything is like. I think that’s just not the reality. So we gotta make sure that we’re doing that
216 00:38:02.570 ⇒ 00:38:18.360 sahanaasokan: Yeah, I think just to add to that, though, like, I will say like. And I take accountability for this. And this goes back to my previous point. But regarding to that data model issue, I remember actually mentioning that when we built it out 2 weeks ago, it just kind of got overlooked. I guess I didn’t really send like
217 00:38:18.750 ⇒ 00:38:31.440 sahanaasokan: much details around it, but I did mention that in respect to like why, we couldn’t do a stacked bar I just had so much going on that I couldn’t really just focus on that one piece, but just giving you a heads up
218 00:38:32.800 ⇒ 00:38:54.640 Robert Tseng: Yeah, yeah, no, I I think we. I think we all kind of intuitively know that something is off. But like, yeah, I think once. Yeah, it’s just the extra step to communicate it, I think, goes a long way. Maybe, Sahara, because it didn’t. You didn’t spell it out like no one really caught on to it that much. But because James happened to spell it out. And it’s just like, Oh, wow! Well, that
219 00:38:54.870 ⇒ 00:38:59.809 Robert Tseng: that makes sense. So yeah, I think that’s what I would say. There,
220 00:39:03.080 ⇒ 00:39:24.849 Robert Tseng: cool. I know Akash just joined. We can chat later, I think, Akash, if I just wanna bring your attention to anyone, anything that I’ve mentioned so far. It’s just this mixed panel segment project. There’s more details for us to fill out there. So I’ll probably message you separately about that. That’s probably the the one project in this high priorities list that I didn’t actually
221 00:39:25.110 ⇒ 00:39:27.310 Robert Tseng: still out end to end.
222 00:39:28.480 ⇒ 00:39:35.449 Robert Tseng: But okay, so hopefully, that is enough to kind of get us running with linear. I’m hoping that like.
223 00:39:36.090 ⇒ 00:39:44.623 Robert Tseng: yeah, I mean, Steven Steven like this is, I want you to run these stand ups like, kind of moving forward. Yeah. And then I think,
224 00:39:45.270 ⇒ 00:39:53.649 Robert Tseng: yeah, I mean, we don’t have to take the full time. I think I just wanted to at least leave this one so we could kind of get realigned, since there are some shifting priorities
225 00:39:56.010 ⇒ 00:39:57.689 Steven Kootz: Yeah, this is good. So
226 00:39:57.690 ⇒ 00:39:59.259 sahanaasokan: Oh, sorry! Go ahead. The last thing I
227 00:40:00.350 ⇒ 00:40:28.049 sahanaasokan: for me was I, since I am part time, and I do some like my 9 to 5. Schedule is kind of all over the place. Sometimes I’m just gonna say I’m a maybe for the stand ups, and when I can join I will join. But I have. I did notice the stock. Blitz. This, my stock, Blitz, stand up is like right before this one, so I just I don’t know if I can do like an hour in the mornings with with my 9 to 5. So just giving you guys a heads up. But I’ll join when I when I can.
228 00:40:29.890 ⇒ 00:40:30.730 Robert Tseng: Yeah. Totally.
229 00:40:30.730 ⇒ 00:40:57.099 Aakash Tandel: This one is scheduled. Sorry, real quick. Robert is is right after this one, but it’s probably the same block for you, Sahana. I think the idea is if oh, yeah, if if you, if you can’t join, stand up just like maybe do like a quick message in slack, just saying, Hey, can’t join. Stand up. You know, here’s what I’m working on, and here’s main thing is also blockers, like, if like, one of the engineers is blocking you to do something. That’s the kind of the main thing we wanna fix
230 00:40:57.580 ⇒ 00:40:59.470 sahanaasokan: Okay, yeah, definitely, we’ll do that.
231 00:41:03.610 ⇒ 00:41:05.110 Robert Tseng: Okay, cool?
232 00:41:05.530 ⇒ 00:41:10.990 Robert Tseng: Well, yeah. Anything else? Ping, slack? Or, yeah, I think. See. See, you guys, tomorrow
233 00:41:12.220 ⇒ 00:41:13.170 James Freire: Right? Okay.
234 00:41:14.210 ⇒ 00:41:14.920 Steven Kootz: Thanks everyone, bye.
235 00:41:14.920 ⇒ 00:41:18.210 Aakash Tandel: Do you want to stick on for like a quick second? Just talk through that thing he wants to talk to
236 00:41:18.660 ⇒ 00:41:20.050 Robert Tseng: Yeah, sure. Let’s do it.
237 00:41:24.980 ⇒ 00:41:27.340 Aakash Tandel: Out of the pool parts stand up so
238 00:41:27.710 ⇒ 00:41:28.679 Robert Tseng: Okay, cool.
239 00:41:30.792 ⇒ 00:41:41.860 Robert Tseng: Yeah. So I think, just with the, we haven’t created tickets yet for the for the like mixed panel segment thing. But just to kind of quickly talk through like kind of the follow ups from last time.
240 00:41:42.010 ⇒ 00:41:43.270 Robert Tseng: So
241 00:41:44.660 ⇒ 00:41:51.800 Robert Tseng: I think there’s a few things that need to go in. I mean, we can build it live. I can add some milestones. So
242 00:41:52.750 ⇒ 00:41:58.050 Robert Tseng: no, actually, I might just share my full screen so I could just search for stuff as well.
243 00:41:58.620 ⇒ 00:42:08.299 Robert Tseng: No, that Eden Bobby Bobby sent me customer. I/O. So we have like this one work stream milestone is really
244 00:42:09.860 ⇒ 00:42:16.249 Robert Tseng: get crm updated list of profile attributes.
245 00:42:16.470 ⇒ 00:42:23.260 Robert Tseng: We’re a CIO, and what
246 00:42:24.240 ⇒ 00:42:26.070 Aakash Tandel: And there you spot for their Crm.
247 00:42:26.930 ⇒ 00:42:28.620 Robert Tseng: It’s CIO customer I/O
248 00:42:28.900 ⇒ 00:42:30.860 Aakash Tandel: Oh, the is the actual. Okay, cool.
249 00:42:31.330 ⇒ 00:42:39.930 Robert Tseng: Yeah, I guess. They used to have hubspot, but they actually turned it off last month. So I actually went to segment and disconnected everything from Hubspot
250 00:42:40.530 ⇒ 00:42:41.090 Aakash Tandel: Okay.
251 00:42:41.530 ⇒ 00:42:46.100 Robert Tseng: So, so I can actually, okay.
252 00:43:03.390 ⇒ 00:43:04.570 Robert Tseng: alright. Let’s see
253 00:43:11.940 ⇒ 00:43:15.110 Robert Tseng: view Bobby’s profile, or
254 00:43:24.760 ⇒ 00:43:27.205 Robert Tseng: Thursday, yeah.
255 00:43:29.910 ⇒ 00:43:41.139 Robert Tseng: Should come right to segment. The query or a general segmentation.
256 00:43:42.080 ⇒ 00:43:44.737 Robert Tseng: We had also something else about
257 00:43:48.710 ⇒ 00:43:52.699 Robert Tseng: I guess I could go and pull up some of these old ones.
258 00:43:55.330 ⇒ 00:43:59.080 Robert Tseng: Yeah, sorry. This is a bit late. We should have done this a while ago, but
259 00:43:59.710 ⇒ 00:44:00.120 Aakash Tandel: All good.
260 00:44:00.120 ⇒ 00:44:03.137 Robert Tseng: Basically trying to recall some stuff.
261 00:44:08.540 ⇒ 00:44:13.089 Robert Tseng: what did we say about segments that we want to?
262 00:44:24.150 ⇒ 00:44:25.200 Robert Tseng: Right?
263 00:44:26.370 ⇒ 00:44:27.969 Robert Tseng: Have you used granola? By the way.
264 00:44:28.850 ⇒ 00:44:32.040 Aakash Tandel: No is like a AI on your notes.
265 00:44:32.780 ⇒ 00:44:42.649 Robert Tseng: Yeah, it’s like an AI note taker thing. It kind of goes into every meeting. But like it doesn’t show up as like a participant. It just uses your computer’s. So it’s like incognito. Kind of
266 00:44:42.890 ⇒ 00:44:47.369 Robert Tseng: it’s like a pretty subtle way of bringing a time taker into every every call.
267 00:44:48.740 ⇒ 00:44:49.090 Aakash Tandel: Nice
268 00:44:49.090 ⇒ 00:44:51.249 Robert Tseng: I don’t know how compliant that is, but
269 00:44:51.776 ⇒ 00:44:52.830 Aakash Tandel: That’s fair.
270 00:44:53.340 ⇒ 00:44:53.960 Robert Tseng: Yeah.
271 00:44:55.020 ⇒ 00:44:57.939 Aakash Tandel: It’s less like it’s a firefly AI thing
272 00:44:58.340 ⇒ 00:45:01.390 Robert Tseng: Totally. And then I like that. You can just
273 00:45:02.020 ⇒ 00:45:06.350 Robert Tseng: chat with it the Transcript, and then it’ll just remind you of stuff
274 00:45:06.700 ⇒ 00:45:07.360 Aakash Tandel: Yeah.
275 00:45:08.280 ⇒ 00:45:11.950 Robert Tseng: Yeah, so
276 00:45:16.340 ⇒ 00:45:19.500 Robert Tseng: the segments from CIO could bring.
277 00:45:42.050 ⇒ 00:45:53.430 Robert Tseng: Yeah. And then we also met with Ryan and Mattesh. Last time we chatted through some of the stuff. So I don’t know. There’s something here, some milestone here that needs to be about like.
278 00:45:54.168 ⇒ 00:46:01.919 Robert Tseng: I think you were looking. You were. Gonna go look into like define requirement or like
279 00:46:07.660 ⇒ 00:46:11.500 Robert Tseng: transfer to you.
280 00:46:12.580 ⇒ 00:46:20.110 Robert Tseng: Oh, university environment, right? We kind of talked about something like this.
281 00:46:21.840 ⇒ 00:46:31.099 Robert Tseng: It’s like, what Whoa order level data
282 00:46:31.640 ⇒ 00:46:35.290 Robert Tseng: needs to be brought into this panel
283 00:46:37.145 ⇒ 00:46:40.170 Aakash Tandel: That one ticket that you
284 00:46:40.727 ⇒ 00:46:45.000 Aakash Tandel: I like commented on this morning is similar. Remind me?
285 00:46:45.000 ⇒ 00:46:45.470 Aakash Tandel: Right?
286 00:46:46.340 ⇒ 00:46:47.020 Aakash Tandel: Yeah.
287 00:46:47.020 ⇒ 00:46:54.029 Robert Tseng: Okay, maybe we could move it into this one I’m trying to think of, like the other, the simple scope of like what we had talked about this
288 00:46:55.034 ⇒ 00:46:58.060 Robert Tseng: we also talked about basically like
289 00:47:02.800 ⇒ 00:47:06.000 Aakash Tandel: Oh, importing the Google sheet
290 00:47:08.780 ⇒ 00:47:12.889 Robert Tseng: Right? Yeah, there’s some there’s some like conflation with.
291 00:47:13.140 ⇒ 00:47:15.549 Robert Tseng: like the marketing kpis and stuff.
292 00:47:16.180 ⇒ 00:47:18.440 Robert Tseng: I’m okay with that living
293 00:47:20.290 ⇒ 00:47:28.300 Robert Tseng: there. But yeah, we should, we should probably move it here? Yeah. So any like set up
294 00:47:30.230 ⇒ 00:47:35.680 Robert Tseng: panel. Let’s see outstanding or
295 00:47:46.220 ⇒ 00:47:50.810 Robert Tseng: yeah. And then within that, we can move the other issue into this one.
296 00:47:52.970 ⇒ 00:47:56.957 Robert Tseng: Trying to think of another bucket of work. There’s something about
297 00:48:07.740 ⇒ 00:48:09.754 Robert Tseng: I lost my train of thought.
298 00:48:24.230 ⇒ 00:48:26.349 Robert Tseng: Don’t super recall
299 00:48:30.075 ⇒ 00:48:34.069 Aakash Tandel: The meeting with Mattesh is gonna fall kind of under this umbrella, too. Right?
300 00:48:34.350 ⇒ 00:48:36.560 Aakash Tandel: Yeah. We have. Thursday. Okay? Cool
301 00:48:39.850 ⇒ 00:48:42.250 Robert Tseng: Let’s see your data here.
302 00:48:42.530 ⇒ 00:48:51.472 Robert Tseng: Well, he was asking, yeah. Vw, O, data is actually in mixed panel. All right. There was like a proxy for? Yeah. Okay. So something about
303 00:48:59.160 ⇒ 00:49:02.369 Robert Tseng: Yep. Oh, so clear.
304 00:49:02.700 ⇒ 00:49:11.550 Robert Tseng: Purchase journey, milestones tracked. And next panel segment
305 00:49:17.840 ⇒ 00:49:23.249 Aakash Tandel: And that was specifically around the bask app, right stuff
306 00:49:24.790 ⇒ 00:49:33.170 Robert Tseng: Yeah, this was specifically around like the checkout completed thing. Right? So it’s like, how do we
307 00:49:33.830 ⇒ 00:49:37.670 Robert Tseng: or track check out?
308 00:49:37.960 ⇒ 00:49:38.960 Robert Tseng: Be good.
309 00:49:39.190 ⇒ 00:49:50.430 Robert Tseng: That’s because we have. We have checkout started. We have order completed. But we don’t have check out completed
310 00:49:50.670 ⇒ 00:49:55.599 Robert Tseng: hard to know what’s driving the drop off.
311 00:49:56.410 ⇒ 00:50:03.149 Robert Tseng: Estimated 15% drop off between checkout started and order completed.
312 00:50:05.430 ⇒ 00:50:06.360 Robert Tseng: So
313 00:50:11.660 ⇒ 00:50:12.530 Robert Tseng: 5
314 00:50:14.970 ⇒ 00:50:20.499 Aakash Tandel: Do we have access to like Bask’s back end like a ui or something for bask
315 00:50:20.990 ⇒ 00:50:22.429 Robert Tseng: We do have the ui, yeah.
316 00:50:22.950 ⇒ 00:50:26.607 Aakash Tandel: Okay? And that’s available is that cred are those creds in
317 00:50:28.440 ⇒ 00:50:29.126 Robert Tseng: We don’t.
318 00:50:35.180 ⇒ 00:50:38.289 Robert Tseng: yeah, I think we can just use this to log in
319 00:50:38.680 ⇒ 00:50:39.590 Aakash Tandel: Okay. Cool.
320 00:50:40.710 ⇒ 00:50:53.939 Robert Tseng: Yeah, I mean, the Ui is. The. The reporting is terrible like you don’t really get to do. Custom filters much on things like nothing is at the order level. It’s all these aggravated metrics. They look at the questionnaire data for intake stuff.
321 00:50:54.120 ⇒ 00:51:21.900 Robert Tseng: We know what the questionnaires are, but we don’t get to know the answers anyway. So there! There is a channel with the Basque folks that we need to be like ask that we need to keep asking them to giving, giving us custom stuff, whether it’s web hooks or Csvs or whatever. But yeah, there’s just we won’t be able to get that much out of this platform. It’s still a good way to check like orders and like understand order statuses and things. But some of like the weird nuances to
322 00:51:22.200 ⇒ 00:51:26.130 Robert Tseng: how this product works. But but yeah.
323 00:51:27.430 ⇒ 00:51:34.330 Aakash Tandel: I also saw there’s a Gtm. Container linked with the bascap. Is that something they created by default or something that
324 00:51:34.610 ⇒ 00:51:38.139 Aakash Tandel: we have access to? Yeah.
325 00:51:38.140 ⇒ 00:51:59.640 Robert Tseng: We do so, I mean, I guess they brought Ryan on to do like cro stuff. So I’m assuming he owns the Gtm. Container now, which is great because I didn’t want to do it. But if you want to look at it, yeah, I mean, Gtm, was what they were using before segment. So there are still a lot of legacy tags on there. It’s like it’s super messy. They have like 50 plus tags and all that. So
326 00:51:59.640 ⇒ 00:52:00.220 Aakash Tandel: Okay. Yeah.
327 00:52:01.320 ⇒ 00:52:02.280 Robert Tseng: Yeah.
328 00:52:02.820 ⇒ 00:52:10.279 Aakash Tandel: Yeah. Cause if we can inject Javascript to do the track, all those pieces that might be an option. It’s not the
329 00:52:10.460 ⇒ 00:52:12.840 Aakash Tandel: best way to do it, but we may not be able to do that
330 00:52:14.200 ⇒ 00:52:17.570 Robert Tseng: Yeah, you mean for the the questionnaire stuff
331 00:52:17.870 ⇒ 00:52:18.350 Aakash Tandel: Yeah,
332 00:52:19.040 ⇒ 00:52:19.350 Robert Tseng: Yeah.
333 00:52:21.050 ⇒ 00:52:29.353 Robert Tseng: okay? So as far as like, kind of splitting this out, like, yeah, I kind of have you as a lead here. And I’m kind of supporting you on this.
334 00:52:30.660 ⇒ 00:52:41.586 Robert Tseng: yeah, I mean, maybe we can kind of just take these milestones and kind of break this out a bit more. So, yeah, this this is, this is on me. I will. I will get this done by tomorrow. And
335 00:52:42.030 ⇒ 00:52:45.190 Robert Tseng: yeah, like the customer I/O stuff like, I can dig into it
336 00:52:45.400 ⇒ 00:52:48.990 Robert Tseng: this one, I’ll still kind of put it on you, I think.
337 00:52:52.330 ⇒ 00:52:55.699 Robert Tseng: Yeah, I mean, hopefully, we could just say by that. And then
338 00:52:56.160 ⇒ 00:53:01.549 Aakash Tandel: Also do we have a demo account, or something that we can use to like
339 00:53:01.960 ⇒ 00:53:09.650 Aakash Tandel: fully get like through all the things, because I don’t wanna create fake order, you know.
340 00:53:11.110 ⇒ 00:53:13.149 Aakash Tandel: Oh, oh, I see
341 00:53:14.690 ⇒ 00:53:19.383 Robert Tseng: I have not received that, but I can ask for one
342 00:53:22.140 ⇒ 00:53:30.819 Aakash Tandel: Okay. Yeah. Let me see if I cause I was kind of just testing it. And I was like, I couldn’t get through of the whole thing, because obviously at a certain point, you have to, like, you know, give value
343 00:53:30.820 ⇒ 00:53:31.180 Robert Tseng: Credit card.
344 00:53:31.180 ⇒ 00:53:41.569 Aakash Tandel: So, yeah, exactly. So. Let me see if I can get around that some way to like figure it out. And then, if not. Maybe we can ask for like a dummy, a dummy or test account
345 00:53:42.220 ⇒ 00:53:47.861 Robert Tseng: I will. I will ask for one anyway. Just out of this is that’s a good follow up for me like I’m just gonna go and ping
346 00:53:48.780 ⇒ 00:53:51.986 Robert Tseng: I guess. Hey, Taco, okay.
347 00:53:57.680 ⇒ 00:54:04.580 Robert Tseng: yeah. I think that that dude that we talked to with Christiana. He seemed like he knew what he was doing. Oh, I forgot what his name was
348 00:54:07.680 ⇒ 00:54:12.120 Robert Tseng: Yeah, this, nick, guy, okay, yeah.
349 00:54:16.240 ⇒ 00:54:20.260 Aakash Tandel: Yeah, that’d be good for us to use for even just testing and trying stuff out
350 00:54:22.430 ⇒ 00:54:23.410 Robert Tseng: Yeah, cool.
351 00:54:28.270 ⇒ 00:54:36.809 Robert Tseng: Okay? So I think that’s that’s that for this work stream. Yeah, I’m hoping we can really give them really clear answers by midweek. I think this is kind of like.
352 00:54:37.750 ⇒ 00:54:41.949 Robert Tseng: yeah, I’m just gonna say, hopefully, the
353 00:54:43.480 ⇒ 00:54:47.990 Robert Tseng: and they’re all at an offsite right now. But as soon as they come back, like, I’m sure they’re gonna want to know, because.
354 00:54:48.340 ⇒ 00:54:49.939 Robert Tseng: yeah, that way. So I’ll just
355 00:54:50.690 ⇒ 00:54:54.039 Robert Tseng: I’ll put that seems aggressive. But I’ll just put that there?
356 00:54:58.410 ⇒ 00:54:59.280 Robert Tseng: Yeah.
357 00:55:01.050 ⇒ 00:55:01.530 Robert Tseng: Okay.
358 00:55:03.300 ⇒ 00:55:09.670 Aakash Tandel: Cool, and then the meeting with Mattesh next or this Thursday, do you? What do we?
359 00:55:10.346 ⇒ 00:55:16.420 Aakash Tandel: I know it’s marketing roadmap. Is there anything we need to prep for that. Maybe like some sort of like figm or
360 00:55:17.300 ⇒ 00:55:24.165 Robert Tseng: Yeah. So I think there’s a bit of so that’s kind of what this work stream, this Kpi development organization thing is.
361 00:55:25.180 ⇒ 00:55:27.159 Robert Tseng: let’s do, Mattesh.
362 00:55:30.300 ⇒ 00:55:36.549 Robert Tseng: So there’s a lot of stuff that was in his, doc, and we kind of broke it out. Different milestones. There are issues for each of these.
363 00:55:36.930 ⇒ 00:55:41.530 Robert Tseng: I think we just gotta give them like enough progress. Update on where we’re at with each of these things.
364 00:55:43.130 ⇒ 00:55:45.130 Robert Tseng: Yeah, I don’t. Really.
365 00:55:46.400 ⇒ 00:55:54.539 Robert Tseng: I I’m okay with not creating a Sigma or anything. I I just, you know. I guess we could just click into this and see what’s what’s in here. But
366 00:55:54.770 ⇒ 00:56:01.210 Robert Tseng: the retention side. I’m having James take this. He’s gonna help with the retention things. And then, yeah.
367 00:56:01.600 ⇒ 00:56:05.540 Robert Tseng: I I had already broken out every one of these things. So okay.
368 00:56:06.720 ⇒ 00:56:14.080 Aakash Tandel: Yeah, I think if we just show him that this is the product we just show, we just show it. We just demo it to him and linear like, I don’t think we need to create anything special for him.
369 00:56:14.840 ⇒ 00:56:16.069 Aakash Tandel: Okay, that sounds good.
370 00:56:17.030 ⇒ 00:56:17.790 Aakash Tandel: Cool.
371 00:56:18.920 ⇒ 00:56:21.089 Aakash Tandel: That sounds good to me. Alright, man
372 00:56:21.677 ⇒ 00:56:27.130 Aakash Tandel: I will get working on that stuff, and let you know if I have questions for you. I’ll talk to you soon.
373 00:56:27.130 ⇒ 00:56:29.629 Robert Tseng: Sounds good. Alright, thanks. Kosh, yeah.