Meeting Title: Yvette x Amber Date: 2025-04-16 Meeting participants: Yvetteruiz, Amber Lin
WEBVTT
1 00:00:28.680 ⇒ 00:00:29.809 Amber Lin: I’m bad.
2 00:00:30.870 ⇒ 00:00:32.360 YvetteRuiz: Hello! How are you?
3 00:00:32.600 ⇒ 00:00:34.720 Amber Lin: I’m good. How are you?
4 00:00:34.720 ⇒ 00:00:36.500 YvetteRuiz: I’m doing well. Thank you.
5 00:00:36.500 ⇒ 00:00:38.899 Amber Lin: This has been really busy. Yesterday.
6 00:00:40.080 ⇒ 00:00:45.751 YvetteRuiz: We were, we, were, we had me, in person meeting yesterday, in Austin, so yeah,
7 00:00:46.960 ⇒ 00:00:48.249 YvetteRuiz: how are you doing.
8 00:00:49.103 ⇒ 00:00:56.130 Amber Lin: Pretty good, all of these midweek. So all of the projects are catching on. So I.
9 00:00:56.130 ⇒ 00:00:58.949 YvetteRuiz: See I am. My brain is scattered here and there.
10 00:01:00.820 ⇒ 00:01:17.940 YvetteRuiz: Well, thank you so much for jumping in with me. I just sometimes prefer meeting versus going back in email. And there’s a lot going on. So I try my best throughout my day to go back in and say, okay, am I up to date with all my emails? Where am I at?
11 00:01:18.140 ⇒ 00:01:26.600 YvetteRuiz: And I know you’re working with a couple of like you’re working with Janice, and you’re working. Somebody’s working with Brian. And sometimes I feel like.
12 00:01:27.350 ⇒ 00:01:55.179 YvetteRuiz: Okay, who’s talking to? Who? What are we all working on? I know we’re working on something. But what? But my big thing is making sure that we’re not working over each other. We’re all working on the things that we need to work on and then, most importantly, is now that we have more people on the just like you got you guys right now that we have more agents on there is getting the responses and making sure that we’re updating that
13 00:01:56.700 ⇒ 00:02:22.691 YvetteRuiz: and then, of course, holding my dms, our Dms, that when we need to escalate them. Respond quickly. I and I just got out of a meeting with our branch managers, and that was one of their things, cause they started testing. And they said, Hey, this isn’t coming. This isn’t coming. I’m like, Well, I’m gonna be working with Amber to figure out where those responses coming, because I only have a list like this for today, but sounds like the list is growing.
14 00:02:23.150 ⇒ 00:02:36.320 Amber Lin: No, it is growing so much. I you remember I sent you an excel sheet for last. That was in 2 days, and then today I went back to the excel sheet, and right now we have let me see
15 00:02:37.850 ⇒ 00:02:40.909 Amber Lin: 27 rows. So.
16 00:02:40.910 ⇒ 00:02:52.813 YvetteRuiz: Wow. So I only have the one that I have is 1, 2. What is that? 1413? Yeah, the only one. That’s the only one, only one. I have.
17 00:02:53.210 ⇒ 00:03:01.220 Amber Lin: Yeah, let me send. Do I? I think I should have access. I just send it in an email. But let me send you in.
18 00:03:01.330 ⇒ 00:03:06.779 Amber Lin: Let’s see Google Chat. Let me go there and send it to you. So it’s faster.
19 00:03:09.900 ⇒ 00:03:30.969 YvetteRuiz: So yesterday in our executive meeting, I was able to cause. I mean, some of these are going to take the executive team to come to a decision like the referral program. So we just now knocked that out. So now I need to go upload it. So now that’s the next step is, how do I make sure that it goes? I don’t know that you know what I mean. Maybe I just pass it to Denise, and she goes in there and updates it, but I know.
20 00:03:30.970 ⇒ 00:03:31.330 Amber Lin: A lot.
21 00:03:31.330 ⇒ 00:03:32.342 YvetteRuiz: Update that one.
22 00:03:32.680 ⇒ 00:03:34.519 Amber Lin: There’s so much going on.
23 00:03:35.120 ⇒ 00:03:49.169 Amber Lin: And this week I think the the 1st few weeks is gonna be very, very hectic, because there’s so much people are asking and so much that Andy doesn’t know yet. So these 2 weeks can be
24 00:03:49.380 ⇒ 00:03:50.470 Amber Lin: a little rough.
25 00:03:50.470 ⇒ 00:03:56.430 YvetteRuiz: Yeah, okay. And you said you were sharing that with me.
26 00:03:56.830 ⇒ 00:03:59.610 Amber Lin: Yeah, I sent it to you via Google Chat.
27 00:04:01.340 ⇒ 00:04:03.360 YvetteRuiz: Oh, it’s 1.
28 00:04:03.360 ⇒ 00:04:05.330 Amber Lin: I figure that you guys are mostly on there.
29 00:04:06.210 ⇒ 00:04:09.370 Amber Lin: I text Janice over there now, sometimes.
30 00:04:10.210 ⇒ 00:04:12.809 YvetteRuiz: There you go. Yes, here we go.
31 00:04:13.240 ⇒ 00:04:19.070 YvetteRuiz: Oops accept great, great, great, great, great, great, great, great.
32 00:04:20.990 ⇒ 00:04:33.060 YvetteRuiz: Okay, sweet. Okay. So you said I should. Right. So this is the sheet that you sent me. You gave me the quick video on which I absolutely love this right here. So this is the sheet that we’re going to start using.
33 00:04:37.060 ⇒ 00:04:39.940 YvetteRuiz: And it’s the feedback one, right?
34 00:04:41.310 ⇒ 00:04:42.270 YvetteRuiz: Okay.
35 00:04:43.300 ⇒ 00:04:59.180 YvetteRuiz: alrighty. So great. And then how do I just log in to get this amber? I’m so sorry, or is it gonna ping me? I think that’s what I heard in the video. I have to go back and watch the video game because I watched it yesterday, and I was like, Wait a minute. How did how did am I just gonna log into this daily? What was the.
36 00:04:59.180 ⇒ 00:05:26.820 Amber Lin: For now you’ll have to log into it daily. I’m asking to develop an email to just remind you guys. But mostly it will. Just this, she just stays there. So if you can look at it every day, that will be great. I can also, for now I can manually update you guys on. Okay, here’s how many errors that was added. But we’re working on making a automatic process for that as well.
37 00:05:26.820 ⇒ 00:05:37.544 YvetteRuiz: Okay, no worries. As long as I know this is, gonna be the sheet. I can just make it a habit to put it on my calendar so or like for every x amount of time, just a repetitive reminder for myself.
38 00:05:38.570 ⇒ 00:05:39.550 Amber Lin: Sounds good.
39 00:05:39.840 ⇒ 00:05:49.130 YvetteRuiz: Okay, I could do that. And so now, if you could walk me through. Okay, so I have the pro, I have the sop or or whatever for the referral program.
40 00:05:49.380 ⇒ 00:05:57.050 YvetteRuiz: Where do I go? Dump that? Or Janice is already trained to do that. Then I can just go ahead, and as I get the documents, either load them myself.
41 00:05:57.050 ⇒ 00:05:59.690 Amber Lin: Over to Janice, and she will know.
42 00:05:59.690 ⇒ 00:06:01.269 YvetteRuiz: Okay. Alright to go in there now.
43 00:06:01.270 ⇒ 00:06:06.270 Amber Lin: It’s also important to have delegation in the process of using.
44 00:06:06.270 ⇒ 00:06:06.830 YvetteRuiz: No.
45 00:06:06.830 ⇒ 00:06:10.580 Amber Lin: Swamped because you have a lot of other stuff that you need to talk about. I think.
46 00:06:11.040 ⇒ 00:06:19.219 Amber Lin: probably should also train Shannon and Grace to add those documents so that it can just get triaged, and it will run faster.
47 00:06:19.220 ⇒ 00:06:38.216 YvetteRuiz: Yeah, cause some of them they’ll be able to answer. It’s just a higher level. Things like I said, when it needs a DM, or it actually needs the entire executive. So I’ll go through them. And I’ll know right away, like, Okay, this is a DM, this is every everything else. They should know how to go in there and handle whatever. If it’s kind of this tier, then they can go in there and do that.
48 00:06:39.109 ⇒ 00:07:03.950 Amber Lin: I think what we can do also is if you see column h I think you can just tag someone if you think this should be handled by them, and we can either put their name down or type in at. And then you can add their email address as well, so that they can come in here and see, okay, this is this is what we need to do.
49 00:07:04.280 ⇒ 00:07:05.549 YvetteRuiz: Yeah, okay.
50 00:07:05.550 ⇒ 00:07:06.190 Amber Lin: Hmm.
51 00:07:07.580 ⇒ 00:07:10.170 YvetteRuiz: I can certainly do that.
52 00:07:10.620 ⇒ 00:07:15.300 Amber Lin: Yeah, let me know if they need any access. I can figure that out.
53 00:07:15.430 ⇒ 00:07:27.436 YvetteRuiz: Right? Yeah. Long term. I mean, it should be all the trainers that are in here truthfully. That are in here messing with this. I’m working with Janice, but we’re not there yet. So.
54 00:07:27.770 ⇒ 00:07:29.519 Amber Lin: Sounds good. Okay.
55 00:07:29.520 ⇒ 00:07:30.770 YvetteRuiz: Alright! Well, then.
56 00:07:31.060 ⇒ 00:07:32.810 Amber Lin: Yeah. Yeah. Totally. Go ahead.
57 00:07:32.810 ⇒ 00:07:51.149 YvetteRuiz: No, I was. Gonna say, I’ll go ahead and send this form to Janice so she can get that updated, and we’ll cross that one off the list. And then this afternoon we should have the pro, the new roof, the roof replacement cause. That’s that’s those are all double things. We just need to clean up some stuff there and then the price for wash treatment.
58 00:07:51.830 ⇒ 00:07:56.650 YvetteRuiz: And then Steven said he was. I don’t know some other one that the rain protocol wasn’t there. But I don’t.
59 00:07:56.650 ⇒ 00:07:57.340 Amber Lin: Hmm.
60 00:07:57.340 ⇒ 00:07:58.993 YvetteRuiz: I’ll dig it deeper into that one.
61 00:07:59.230 ⇒ 00:08:18.400 Amber Lin: Okay, sounds good. And I wanted to update you on who’s working on what cause? I know there’s a lot of stuff going on right now. So the main thing is this rollout and this error sheet. So that’s mostly me and Denise. And you guys that that’s getting involved. I don’t think anyone’s working on duplicate
62 00:08:18.670 ⇒ 00:08:23.069 Amber Lin: errors, because I don’t think Shannon and Grace is doing anything about it yet. I think.
63 00:08:23.070 ⇒ 00:08:23.480 YvetteRuiz: Okay.
64 00:08:23.480 ⇒ 00:08:42.340 Amber Lin: You guys can assign them work so that you know who’s they’re not doing duplicate work as you guys. So I’ll I’ll leave that to you and on the data team, it’s Annie and Brian. What they’re doing is quite separate. So they’re most responsible for looking at the
65 00:08:42.340 ⇒ 00:08:54.429 Amber Lin: call data and then looking at the bot data. So that’s that’s sort of it after the fact. Analysis. So that doesn’t interfere with our current stuff right now. So
66 00:08:54.730 ⇒ 00:09:11.940 Amber Lin: they’re working on a separate thing and then Miguel and Casey will. They were creating these automations. They’re improving the bot. So that’s more internal stuff. It doesn’t interfere with the error stuff because we don’t push code until it’s ready. So.
67 00:09:11.940 ⇒ 00:09:12.340 YvetteRuiz: Okay.
68 00:09:12.340 ⇒ 00:09:26.320 Amber Lin: Nothing is interfered while they do their changes. So we’re kind of like 3 separate groups that’s doing work simultaneously. But there wouldn’t be overlaps as hindering each other as long as we delegate them clearly.
69 00:09:26.560 ⇒ 00:09:55.021 YvetteRuiz: Sure, sure. And that’s what I needed to know, because that’s the stuff that’s not coming back to me. So I don’t know. So like if it’s waiting on me. I’m just like, how do I know it’s waiting on me? That’s what I was asking, Janice. I’m like, how do I know it’s waiting on me like what exactly, is waiting on me. So I need to go in there. And and so that’s when she was like, well, that’s what I’m we’re working on getting that sheet and everything I’m like, okay, because there’s like, once I know what’s waiting on me or what would I gotta go with the Dms, and I’ll go ahead and support that. But everything else should just flow as it needs to.
70 00:09:55.390 ⇒ 00:10:07.300 Amber Lin: I see. Personally, I don’t think like things should get escalated to. I don’t know if Janice is using the sheet it it is quite new, so I don’t blame her, so I think
71 00:10:07.410 ⇒ 00:10:19.719 Amber Lin: maybe she should do a 1st pass of. Can I solve these errors, etc, before escalating to you, because a lot of the errors, if it’s simple enough, you’ll probably send it back to her, and that back and forth takes a lot of time.
72 00:10:20.080 ⇒ 00:10:26.529 Amber Lin: Cool. I’ll try to get her to look at the sheet as much as possible, because I am meeting with her every day.
73 00:10:26.530 ⇒ 00:10:34.330 YvetteRuiz: I can meet with her. I because I told her that I was gonna meet with you, cause she was unable to answer some things, and I’m just like, okay. And then I was talking to David cause
74 00:10:34.380 ⇒ 00:10:39.469 YvetteRuiz: Brian reports to David and and him and I were. I’m like, I’m not certain, I said.
75 00:10:39.510 ⇒ 00:11:05.429 YvetteRuiz: I know that they’re working on Kpis. I don’t know how often David’s jumping in there. So again, I just wanna make sure that our communication is fluent. And so no one’s being held up because I don’t want anything to say like, we’re waiting on you event. And I’m like, okay. But I delegate I have delegated these things, and you’re responsible for communicating back to me like, what’s my stuff? You know what I mean. And, Brian, you gotta get with me. Let me know when I gotta tap in, because I’m trusting the process.
76 00:11:05.685 ⇒ 00:11:22.829 YvetteRuiz: I just wanted to make sure that nothing’s waiting on me. And we’re executing. Because, like the the checklist, like, I’ll check that regularly. I’m like, Okay, who’s on like today? When I saw people weren’t on it. I would. I’m like, Hey, I need to make sure we walk around. We go get the people on on track. I need them on there. So I mean.
77 00:11:22.830 ⇒ 00:11:23.610 Amber Lin: I love you.
78 00:11:23.610 ⇒ 00:11:24.780 YvetteRuiz: Off, everybody.
79 00:11:25.090 ⇒ 00:11:25.570 Amber Lin: Yeah.
80 00:11:25.570 ⇒ 00:11:35.679 YvetteRuiz: I’ll continue to be the pusher of everything, because I’m I’m I want to be the cheerleader in the raw raw, but I don’t want anything waiting on me, or if it is, then I’ll jump on it and make sure that I get it done.
81 00:11:35.680 ⇒ 00:11:36.090 Amber Lin: Hi.
82 00:11:36.860 ⇒ 00:12:04.689 Amber Lin: yeah, today we sorted out the checks. The checklist. I sorted it so. And I highlighted the people’s names in orange that haven’t got access so hopefully. Janice is looking at them now. As for the data team, we’re not. We’re meeting with Brian and communicating with him quite frequently on slack. He’s very responsive. So Annie’s able to get what support that we needed from him. Haven’t met with David yet, because I don’t think there’s a need to get him involved.
83 00:12:04.690 ⇒ 00:12:05.030 YvetteRuiz: Okay.
84 00:12:05.030 ⇒ 00:12:17.340 Amber Lin: He’s so busy, and Brian can take care of communicating back to David, getting whatever we need from him, and then meeting together, and I think he and Annie has a pretty good working relationship, so they communicate quite frequently.
85 00:12:17.510 ⇒ 00:12:18.630 YvetteRuiz: Okay, perfect. Perfect.
86 00:12:18.630 ⇒ 00:12:26.953 Amber Lin: And if you ever want to look at their communication it’s in the slack channel that you have access to, I can also
87 00:12:27.780 ⇒ 00:12:31.379 Amber Lin: I I think every every Friday I do update you guys on there.
88 00:12:31.850 ⇒ 00:12:38.560 Amber Lin: If you guys want more, I can totally just send a mid week update as well. Just depends on you.
89 00:12:39.010 ⇒ 00:12:46.379 YvetteRuiz: Yeah, no, I’m good with the Friday stuff, I mean, I think you do an excellent job doing here again. My only concern was this right here the feedback loop and stuff
90 00:12:47.440 ⇒ 00:13:09.150 YvetteRuiz: the when I see stuff like the checklist. Just no one’s taking action that that freaks me out. So that’s why, this morning, when I went in there, I saw all them. And I mean, I did the walkthrough. I was like, Okay, can you get in? And and it’s just the agents that they’re they don’t know they’re getting stuck. So I just need to make sure that they’re my team. I’m talking to my team. They’re walking around and making sure they get them. So everyone.
91 00:13:09.150 ⇒ 00:13:09.470 Amber Lin: 30.
92 00:13:09.470 ⇒ 00:13:16.269 YvetteRuiz: In there except for everyone’s in there except for April, which Shannon’s working with her.
93 00:13:16.719 ⇒ 00:13:28.929 YvetteRuiz: And then I spoke to Jimmy Steven and Omar this morning, so they’re Jimmy’s already in it, for sure. I think both in there already. But I’m in a meeting with Holton Manual this afternoon.
94 00:13:29.200 ⇒ 00:13:30.140 Amber Lin: Awesome.
95 00:13:30.760 ⇒ 00:13:34.456 Amber Lin: I mean, yeah. But this is why you’re in the position that you are.
96 00:13:35.757 ⇒ 00:13:45.182 YvetteRuiz: I just I want. I I am so big on this. I’m so excited. I know that the value it’s gonna bring. But I also know how discouraged people will get if we’re not.
97 00:13:45.790 ⇒ 00:13:55.242 Amber Lin: Yeah, if it doesn’t work, then it wouldn’t. They will stop using it, and then we’ll lose every momentum that we have. So this is very, very critical.
98 00:13:55.850 ⇒ 00:14:07.840 Amber Lin: Oh, i 1 last thing. So I talked to Janice or we, our team, talked to Janice about the training lot. I know you wanted to ask about it as well. So I wanted to. Since we’re meeting, I wanted us to talk about it.
99 00:14:08.186 ⇒ 00:14:30.720 Amber Lin: When I asked Janice, okay, what is most important to you when it comes to being a trainer and dealing with these things I was like, is it most important that the trainer formats the text properly, is it most important that it finds where in the Central Doc it is? She was like. No, actually, the most important thing is that we get
100 00:14:31.754 ⇒ 00:14:43.790 Amber Lin: all the feedback, and then we know what we need to do. So getting alerted about the feedback and knowing what action to take is actually more important than the part where we’re
101 00:14:44.241 ⇒ 00:15:04.190 Amber Lin: getting assistance on, like finding where it is, formatting it correctly, because those can still be kind of manual, but alerting, alerting the trainers about the errors is what she identified as the most most important step for now is that, and does that align with what you think.
102 00:15:05.290 ⇒ 00:15:29.670 YvetteRuiz: Yeah, I mean for sure, filling in the gaps. You know what I mean on the stuff that we we don’t have right. And then I think the other would would fall into suit like when we have it. Would we not just go in there and take the format that we have if I’m following correctly. Once we get like, for instance, this one sheet, and maybe I’m going a totally different direction and feel free to tell me if I am but like this sheet that I just put together right with
103 00:15:30.150 ⇒ 00:15:35.860 YvetteRuiz: with the referral stuff the format of it. Once once we put it in there.
104 00:15:36.060 ⇒ 00:15:44.630 YvetteRuiz: Does it matter, like, you know, making sure that it’s following the same layout as the rest of them? Does that make sense that we’re
105 00:15:45.850 ⇒ 00:16:03.559 YvetteRuiz: get if we get the feedback right and stuff that we’re missing, because that is very important, right? That’s kind of the communication gap. We don’t have the. We don’t have that stuff. So that’s important to the Csrs are asking for it, and they’re not finding it somewhere. So once we get that, then we put that content together.
106 00:16:04.360 ⇒ 00:16:06.959 YvetteRuiz: the organizing, the sorting?
107 00:16:08.490 ⇒ 00:16:21.899 YvetteRuiz: Does it matter the way we put it together? Or how is that? I mean? Because that that’s what I’m saying. I think, what? Yeah, it would be important if that’s the that would be the most important piece. But then, once we get that information, we put it together, then
108 00:16:22.300 ⇒ 00:16:28.170 YvetteRuiz: then organizing it and making sure that it’s not it. All is written correctly, and all that stuff
109 00:16:28.400 ⇒ 00:16:30.030 YvetteRuiz: would be the next one.
110 00:16:30.680 ⇒ 00:16:40.000 Amber Lin: Yeah, I suppose I think for us. For us the most important piece would be after the feedback would be to make it readable to the bot.
111 00:16:40.000 ⇒ 00:16:41.070 YvetteRuiz: Yes. Yes. Okay.
112 00:16:41.070 ⇒ 00:16:52.240 Amber Lin: Yes, it might be okay. We might need it to look pretty before the for Andy as long as in the readable format, because certain formats, it can get confused. If it has images, it can’t read images.
113 00:16:52.860 ⇒ 00:17:03.769 Amber Lin: So whatever the format is, making sure that it can access all the information it needs like the what the like. The second floor, the Wdi thing that?
114 00:17:03.770 ⇒ 00:17:06.200 Amber Lin: Yes, yes. So you okay.
115 00:17:06.200 ⇒ 00:17:15.789 Amber Lin: formats to figure out what actually makes Andy give the answer, and then we tried a few times until it worked so, mostly formatting to me means that.
116 00:17:15.790 ⇒ 00:17:40.270 YvetteRuiz: The and and so that’s where I thank you, cause that’s where I was going with the with the formatting pieces. That’s what I’m afraid is like, once we put it together. Because obviously, yeah, this is important. We need. That’s the gap, right? We’re missing this. But then, once we put it together. How do we make sure that it is in that format? Because that’s another important feature to me, for sure, just like it would be to you, because then it’s gonna be about our search, is it right in there? Are we searching it correctly and doing all that stuff? So
117 00:17:41.500 ⇒ 00:17:51.730 YvetteRuiz: so how how would we do that, then? Amber like, for instance, like I said, this one sheet that I have, and I could show it to you right now. I could share the screen with you.
118 00:17:53.040 ⇒ 00:17:57.889 YvetteRuiz: How do we make sure that it isn’t a good format readable? It’s the same as the other ones.
119 00:18:01.000 ⇒ 00:18:18.860 Amber Lin: Let’s see, I think there’s a few basic rules of okay. There’s no images. Tables sometimes don’t do that. Well, sometimes it just needs to be easy to easy to read for bot. I sometimes just ask that Gpt to format it, but.
120 00:18:18.860 ⇒ 00:18:19.920 YvetteRuiz: Okay. Okay.
121 00:18:19.920 ⇒ 00:18:43.980 Amber Lin: So why, I can ask Casey and Miguel to give some guidelines. But overall, I think the formatting part about the trainer by is mostly just to pass it through and make it make it easy. But that might take some manual processing. Would you be able to send a few examples of what the docs would look like. Maybe just this current, Doc, you have, and I can go.
122 00:18:43.980 ⇒ 00:18:45.110 YvetteRuiz: I was.
123 00:18:45.110 ⇒ 00:18:47.820 Amber Lin: Them how they want to format it.
124 00:18:47.820 ⇒ 00:18:52.179 YvetteRuiz: Thank you. Yeah, that would be super helpful. I can. I’m trying to.
125 00:18:54.600 ⇒ 00:18:56.470 YvetteRuiz: Oops. Hang on just a minute.
126 00:19:05.410 ⇒ 00:19:06.440 YvetteRuiz: Hmm.
127 00:19:16.890 ⇒ 00:19:19.649 YvetteRuiz: oops! I don’t know if you can see that, can you see that.
128 00:19:19.650 ⇒ 00:19:20.670 Amber Lin: I did see it.
129 00:19:20.920 ⇒ 00:19:25.920 YvetteRuiz: Okay, alright. So yeah. So here is what was put together.
130 00:19:26.740 ⇒ 00:19:37.409 YvetteRuiz: After we met on Tuesday, and our billing, our operations manager put it together after her, and I and all the executives met, and we all proofed it, but.
131 00:19:37.730 ⇒ 00:19:43.080 Amber Lin: That was pretty clear. I I don’t think Bots would have problems reading. That is, there.
132 00:19:43.080 ⇒ 00:19:43.780 YvetteRuiz: Okay.
133 00:19:44.310 ⇒ 00:20:04.950 Amber Lin: It’s clearly formatted with bullet points. I think it’s pretty easy. And then, as it will identify, okay, this is the key word that the Csrs tend to use, and maybe we don’t have that. So as we iterate, we’ll see also what we need to change. But I think for now it’s just it’ll be good to just push it to the Central Doc, and we’ll go from there.
134 00:20:05.350 ⇒ 00:20:17.669 YvetteRuiz: Okay. Alright. Okay. Well, then, yeah. I mean again, formatting is big for me as well. But I’ll see. Making sure that the the feedback is on our end
135 00:20:18.750 ⇒ 00:20:21.795 YvetteRuiz: is is the other critical piece to it, for sure.
136 00:20:24.050 ⇒ 00:20:32.844 Amber Lin: Oh, and we can also just check on the dashboard. Who’s using it? Who’s giving feedback? And then we can go back to say, Okay, who’s
137 00:20:33.350 ⇒ 00:20:38.889 Amber Lin: Who do we need to look at to have more usage.
138 00:20:40.100 ⇒ 00:20:52.729 YvetteRuiz: Yes, for sure. That was one thing that I was looking at. I had a meeting with all the leaders yesterday, and that I showed them the dashboard which which they were super like excited about to be able to see some of that data.
139 00:20:53.409 ⇒ 00:20:57.569 YvetteRuiz: They’re actually more. They’re more excited about the Kpi piece of it, but.
140 00:20:57.890 ⇒ 00:20:58.280 Amber Lin: I’ve.
141 00:21:00.810 ⇒ 00:21:03.749 Amber Lin: Able to see the Kpi dashboard by any chance.
142 00:21:03.750 ⇒ 00:21:04.609 YvetteRuiz: The what.
143 00:21:04.610 ⇒ 00:21:08.240 Amber Lin: The were they able to see the Kpi dashboard.
144 00:21:09.580 ⇒ 00:21:10.359 YvetteRuiz: Who’s that?
145 00:21:11.379 ⇒ 00:21:13.119 Amber Lin: There’s a so.
146 00:21:13.510 ⇒ 00:21:16.029 YvetteRuiz: I I can see. I mean I shared it with them. I don’t know who.
147 00:21:16.030 ⇒ 00:21:16.610 Amber Lin: Oh, okay.
148 00:21:16.610 ⇒ 00:21:27.160 YvetteRuiz: We shared that I share. I I have accesses. I was able to share that with them with. That’s where they got really excited, because, you know, we’re talking about. Oh, by the way, we were able to see like the call, like.
149 00:21:27.160 ⇒ 00:21:27.800 Amber Lin: I don’t know.
150 00:21:27.800 ⇒ 00:21:30.119 YvetteRuiz: All the usage, all that information in here.
151 00:21:30.120 ⇒ 00:21:43.269 Amber Lin: Yeah, awesome. Okay, let me know. If they need extra access, we can grant it to them. They should be able to see it. But if not, just send me the list of their emails, and I will make sure they got access to it.
152 00:21:43.270 ⇒ 00:21:54.729 YvetteRuiz: Okay, yeah. So like, joy still continues to be up there where she’s been sus super successful. Just so, you know, Grace is leaving our department. She’s transferring into another one. So she’s not going to be as.
153 00:21:54.730 ⇒ 00:21:55.670 Amber Lin: Active anymore.
154 00:21:55.670 ⇒ 00:22:01.860 YvetteRuiz: So yeah, I’m happy to see Kaylee. Keeleen’s getting more in there.
155 00:22:03.980 ⇒ 00:22:07.060 YvetteRuiz: Yeah. The other ones seem pretty low.
156 00:22:08.060 ⇒ 00:22:10.969 Amber Lin: Yeah. The other ones. They probably just tried once.
157 00:22:11.670 ⇒ 00:22:16.349 YvetteRuiz: I see some that just logged in today. They already tested something. So that’s good.
158 00:22:16.600 ⇒ 00:22:19.829 YvetteRuiz: Oh, April’s in. So it looks like everybody’s in now. Okay.
159 00:22:24.366 ⇒ 00:22:27.450 YvetteRuiz: okay, good. Well, I will.
160 00:22:27.980 ⇒ 00:22:52.700 YvetteRuiz: I will. And your words for the same thing. I’ll meet with Janice and make sure that you know we, you and I are clear as far as how the whole sheets gonna be. She would do the 1st run through and then, of course, anything that’s waiting on me. Then we’ll have their names, and I’ll get into the ha! My name on it, and I’ll get into the habit of going in there making sure that I do my part on it, but for the most part during this next couple of weeks. Because it’s only pest, for right now
161 00:22:52.720 ⇒ 00:23:03.090 YvetteRuiz: we will have a regular meeting her myself, the Dms. For the pest department, and Steven to make sure that we’re getting this information updated quick.
162 00:23:03.090 ⇒ 00:23:14.500 Amber Lin: Totally. And typically I can check in because I’m meeting with her. I can check in here. Have you made sure you’ve either owned it, or delegated it or escalated it. There’s only 3 options right.
163 00:23:14.500 ⇒ 00:23:14.900 YvetteRuiz: Yeah, yeah.
164 00:23:14.900 ⇒ 00:23:20.939 Amber Lin: You can’t just leave it, so I’ll check with her, and then I’ll just be a manual reminder, and then
165 00:23:21.910 ⇒ 00:23:23.049 Amber Lin: we’re back to you.
166 00:23:23.610 ⇒ 00:23:37.829 YvetteRuiz: Well, thank you so much, Amber, for taking the time to meet with me. I really really appreciate it again. I think we’re we’re we’re good. We’re in a good space. I met with Matt yesterday. You know, he obviously reads our emails that are going back and forth and stuff like that. So he’s he’s.
167 00:23:38.361 ⇒ 00:23:44.440 Amber Lin: Always scared like. Should I? CC, him? Because he’s I do.
168 00:23:45.140 ⇒ 00:23:46.300 Amber Lin: I was like, you know what?
169 00:23:46.710 ⇒ 00:23:47.890 Amber Lin: Yeah, ignore it? It’s not.
170 00:23:47.890 ⇒ 00:23:48.396 YvetteRuiz: I’m done.
171 00:23:48.650 ⇒ 00:23:48.980 Amber Lin: No.
172 00:23:49.240 ⇒ 00:24:13.709 YvetteRuiz: Now he he pays it. He’s he’s very in tune and involved, I mean, I know I keep him very updated. I mean. Obviously he trusts us to do what we need to go in there and do but no, he he was very happy with that. He’s gonna be down here tomorrow, him and Bobby. So we’ll be talking about the quote, because Udem did send it to me for the next. Yeah, so but thank you again. So much for, for all that, I did forward you the information
173 00:24:13.710 ⇒ 00:24:24.961 YvetteRuiz: information on the Api information. I also copied Tim to make sure that if you needed anything more, let us know, and I’ll be happy to tap in. But I’m hoping that what I sent you is okay.
174 00:24:25.250 ⇒ 00:24:31.109 Amber Lin: Yeah, I think I looked at it. I also don’t know too much about how it’s gonna get integrated. I.
175 00:24:31.650 ⇒ 00:24:39.509 Amber Lin: Api keys. Maybe it, Kim Tim already has some of the keys. That they use that, you guys.
176 00:24:40.030 ⇒ 00:24:51.459 Amber Lin: Internally already. So I think I was mostly asking for that. But I didn’t even know clearly how things work. So I was asking my team. Okay, what Api keys do you need.
177 00:24:51.460 ⇒ 00:24:51.875 YvetteRuiz: Yeah.
178 00:24:52.290 ⇒ 00:25:15.459 Amber Lin: Once I get that, and or maybe Tim gets back to us, and then we’ll see how it works together. But for now the manual transfer. So still work because we don’t have that many conversations. So we’re good for now, I think this is not a pressing thing like we still have a 2 like a few weeks of buffer time, so I’ll let the Tim. I’ll let the team figure it out.
179 00:25:15.740 ⇒ 00:25:28.127 YvetteRuiz: Okay, alright. Well, like I said, whatever wherever I need a nudge, let me know. I mean, I’m jumping in a meeting with Tim right now. So if I need to know, hey, this is good, but they’re asking about the keys. So how do? How do we provide them? That.
180 00:25:28.370 ⇒ 00:25:37.590 Amber Lin: You can just ask them if there is existing keys. If not we’ll just. We’ll call the 8 by 8 people, and we’ll get. We’ll get the keys set.
181 00:25:37.850 ⇒ 00:25:47.730 YvetteRuiz: Okay, I’ll I’ll clarify that with them, because we’ve done it in the past with another company call source that does our call monitoring. So he provided that for them, so I would assume that it would be the same thing. But.
182 00:25:47.730 ⇒ 00:25:48.410 Amber Lin: You have something.
183 00:25:48.946 ⇒ 00:25:49.483 YvetteRuiz: Yeah,
184 00:25:50.170 ⇒ 00:26:16.388 Amber Lin: Okay, thank you so much of it. I’m so so happy to see you so actively involved. And I really think that’s just such a great quality of you just to know when I I just need to jump in or like, I just need to push this forward, because that’s how things get done, and it’s very. It’s very rare to see that now, nowadays, you know, when I 1st started working, I was like, I just thought everybody would be like this. And I learned.
185 00:26:19.600 ⇒ 00:26:27.142 Amber Lin: So I’m just really happy to see someone who’s also like I need to like. I’ll do what I can do best.
186 00:26:27.470 ⇒ 00:26:27.830 Amber Lin: please.
187 00:26:27.830 ⇒ 00:26:30.710 Amber Lin: So I’m just really happy to see that. Thank you.
188 00:26:30.710 ⇒ 00:26:43.067 YvetteRuiz: Well, thank you. Thank you very much for that. Again. I appreciate you, and I also love reading all the stuff that you post on Linkedin, I learned I’m always. I’m always like trying to take nuggets here and there, so I love all the information that you share on Linkedin.
189 00:26:43.310 ⇒ 00:26:45.740 Amber Lin: I’ll send. I’ll send more
190 00:26:46.110 ⇒ 00:26:54.809 Amber Lin: thinking about like maybe the company will write some articles for me to post, because writing them takes a lot of time. But I do like posting so hopefully, my hopefully.
191 00:26:54.810 ⇒ 00:26:55.290 YvetteRuiz: Yeah.
192 00:26:55.290 ⇒ 00:26:57.330 YvetteRuiz: Marketing team can help me with that, but
193 00:26:57.688 ⇒ 00:27:04.140 YvetteRuiz: well, awesome. Well, I hope you have a wonderful rest of your day. Amber. You take care. Okay.
194 00:27:04.140 ⇒ 00:27:06.499 Amber Lin: And I’ll send you guys the updated error list.
195 00:27:06.760 ⇒ 00:27:08.069 YvetteRuiz: Okay, perfect. Thank you. So.
196 00:27:08.070 ⇒ 00:27:08.670 Amber Lin: So much.
197 00:27:08.670 ⇒ 00:27:09.490 YvetteRuiz: Bye-bye.