Meeting Title: Sales GTM | Standup Date: 2025-05-06 Meeting participants: Mariane Cequina, Luke Daque, Amber Lin, Ryan Brosas
WEBVTT
1 00:06:50.030 ⇒ 00:06:51.230 Amber Lin: Hi Luke.
2 00:06:52.800 ⇒ 00:06:53.980 Luke Daque: Hello! Hello!
3 00:06:54.450 ⇒ 00:07:01.029 Amber Lin: Hi! I am so drained. 2 meetings in the morning, you know that
4 00:07:01.500 ⇒ 00:07:04.869 Amber Lin: she was just so stuck like. Oh, no.
5 00:07:05.800 ⇒ 00:07:15.490 Luke Daque: I can imagine. Like it’s. It’s also very. It’s quite difficult to like context switch, like from one meeting to like another, or like there’s a
6 00:07:15.780 ⇒ 00:07:20.660 Luke Daque: like, you’re working on something like I was working on sales, for instance, and then.
7 00:07:20.950 ⇒ 00:07:25.519 Luke Daque: like the matter more updates. So like you, you get to like, switch your.
8 00:07:25.520 ⇒ 00:07:29.370 Amber Lin: I know switching is one part, and also, like
9 00:07:30.740 ⇒ 00:07:36.670 Amber Lin: my brain, is very different than our engineers. Brains. So sometimes, like
10 00:07:37.160 ⇒ 00:07:51.879 Amber Lin: things don’t move forward, and I feel like it’s fine, because the engineers tell me, Hey, this is just how it works. And then, after a while, we don’t say, Hey, what? What do you mean? Like, what’s going on like? Oh, no.
11 00:07:52.760 ⇒ 00:08:00.680 Amber Lin: So I get like, I’m like, how I don’t want to be mean. But then I also wanna do to like
12 00:08:01.210 ⇒ 00:08:05.660 Amber Lin: push things forward. So I’m kind of stuck in the middle a lot of times.
13 00:08:06.300 ⇒ 00:08:07.910 Luke Daque: Yeah, I guess that’s like.
14 00:08:08.933 ⇒ 00:08:14.509 Luke Daque: that’s 1 of the challenges for the project managers. I think right. Because, like, you have to be like
15 00:08:16.140 ⇒ 00:08:18.371 Luke Daque: you need to know.
16 00:08:19.210 ⇒ 00:08:23.629 Luke Daque: I mean, you don’t need to know the details, but you need to know enough so that
17 00:08:23.890 ⇒ 00:08:26.040 Luke Daque: you also understand. Like.
18 00:08:26.260 ⇒ 00:08:27.480 Amber Lin: I know. So they they.
19 00:08:27.480 ⇒ 00:08:28.450 Luke Daque: You can’t just bluff.
20 00:08:28.450 ⇒ 00:08:28.799 Amber Lin: Me!
21 00:08:29.500 ⇒ 00:08:31.509 Luke Daque: Yeah, something like that. Yeah.
22 00:08:35.220 ⇒ 00:08:39.859 Amber Lin: Yeah, how are you? How’s progress? I mean, just how’s life? 1st of all.
23 00:08:41.350 ⇒ 00:08:43.039 Luke Daque: Life’s fine.
24 00:08:43.230 ⇒ 00:08:44.429 Luke Daque: I’ve been
25 00:08:45.540 ⇒ 00:08:52.230 Luke Daque: like working mostly on the sales stuff early this morning, I mean, like this evening, I guess, on my end.
26 00:08:52.390 ⇒ 00:08:52.860 Amber Lin: Hmm.
27 00:08:53.241 ⇒ 00:09:02.829 Luke Daque: Trying to figure out how to get these linked in events to our clay table.
28 00:09:05.522 ⇒ 00:09:08.539 Luke Daque: Cause. I believe the enrichment parties
29 00:09:08.890 ⇒ 00:09:13.990 Luke Daque: pretty good so far like, since we used Apollo right.
30 00:09:14.360 ⇒ 00:09:14.870 Amber Lin: Okay.
31 00:09:15.480 ⇒ 00:09:19.289 Luke Daque: So, yeah, and like, we can always use the manual
32 00:09:19.880 ⇒ 00:09:25.680 Luke Daque: export of the comments and whatever event that we need from Linkedin.
33 00:09:26.410 ⇒ 00:09:31.129 Luke Daque: But I I still think we. I still need to work on the automation part of it.
34 00:09:31.974 ⇒ 00:09:34.559 Luke Daque: So we don’t have to like manually pull it
35 00:09:34.660 ⇒ 00:09:38.430 Luke Daque: every now and then every like every day, or once a day, or something
36 00:09:39.140 ⇒ 00:09:45.009 Luke Daque: which is still fine, that we can, we can like, define a process for that to do the manual extract.
37 00:09:45.010 ⇒ 00:09:50.300 Amber Lin: Yeah, yeah, totally. I mean, for then for the
38 00:09:50.440 ⇒ 00:10:00.079 Amber Lin: Linkedin, how does it? Can you just run me through how you think it’s gonna work like, what needs to be done like, what are the processes.
39 00:10:00.440 ⇒ 00:10:06.740 Luke Daque: Yeah, sure, I did find this approach in terms of like.
40 00:10:07.360 ⇒ 00:10:10.110 Luke Daque: So I did some research. Let me just share my screen.
41 00:10:10.110 ⇒ 00:10:10.680 Amber Lin: Yeah.
42 00:10:13.440 ⇒ 00:10:15.310 Luke Daque: Can you see my screen.
43 00:10:15.310 ⇒ 00:10:16.609 Amber Lin: Yes, I can see it.
44 00:10:17.390 ⇒ 00:10:21.730 Luke Daque: So wait. Listen!
45 00:10:25.870 ⇒ 00:10:29.699 Luke Daque: Why, I did create a new table.
46 00:10:34.850 ⇒ 00:10:41.019 Luke Daque: but it’s not showing what what may to may 6.th
47 00:10:43.090 ⇒ 00:10:53.390 Luke Daque: This was the old table that we created. I did create a new this one.
48 00:10:56.130 ⇒ 00:10:57.799 Luke Daque: Wait. Let me miss it.
49 00:11:02.550 ⇒ 00:11:05.140 Luke Daque: I don’t know why. Why it’s not showing anymore.
50 00:11:06.140 ⇒ 00:11:07.570 Amber Lin: But essentially.
51 00:11:08.815 ⇒ 00:11:16.780 Luke Daque: I created like zaps like all the these are the 4 test zapiers zaps that I did.
52 00:11:16.950 ⇒ 00:11:20.550 Luke Daque: Where, if there’s like some I did in in Hay Reach.
53 00:11:20.690 ⇒ 00:11:22.016 Luke Daque: There’s this
54 00:11:25.830 ⇒ 00:11:35.000 Luke Daque: there’s zapier integration, right? So if you look at it, we can use this. If ever, like, someone sends a connection, request, or like.
55 00:11:35.120 ⇒ 00:11:39.360 Luke Daque: if if a message is sent in Linkedin, for example.
56 00:11:39.690 ⇒ 00:11:48.229 Luke Daque: or like all of these events, so I tried doing it for like just 4, for now, like, if anybody sends a message, then it would
57 00:11:48.460 ⇒ 00:11:55.550 Luke Daque: that Linkedin profile or like Linkedin, contact would be sent to play.
58 00:11:55.820 ⇒ 00:11:58.631 Luke Daque: and it would look something like
59 00:11:59.500 ⇒ 00:12:02.480 Luke Daque: it would look something like this, basically
60 00:12:02.920 ⇒ 00:12:06.259 Luke Daque: not sure if you can still be able to see it. But
61 00:12:06.650 ⇒ 00:12:11.879 Luke Daque: yeah, so it would look something like this. This would be like the data that we can.
62 00:12:12.240 ⇒ 00:12:13.140 Amber Lin: See.
63 00:12:13.140 ⇒ 00:12:23.870 Luke Daque: So there’s like the lead, the the profile, URL, the 1st name, last name, everything related to that specific user that sent a message, for example, in Linkedin.
64 00:12:24.060 ⇒ 00:12:32.459 Luke Daque: And then this would be then it would then create a record in play, using all the the stuff, the lead
65 00:12:33.663 ⇒ 00:12:35.410 Luke Daque: data, basically.
66 00:12:35.570 ⇒ 00:12:44.340 Luke Daque: And I did test it out earlier. But I don’t know why it’s not showing anymore like the table that I created, unless.
67 00:12:45.780 ⇒ 00:12:48.980 Amber Lin: I mean, what are the capabilities of
68 00:12:49.548 ⇒ 00:12:52.339 Amber Lin: cause we’re talking about? Hey? Reach right now.
69 00:12:52.340 ⇒ 00:12:53.380 Luke Daque: Oh! This one!
70 00:12:59.250 ⇒ 00:13:05.769 Amber Lin: So is this, when someone sends us a message, and then we put them into like clay.
71 00:13:07.030 ⇒ 00:13:10.019 Luke Daque: I think that’s what it does. Yes.
72 00:13:10.420 ⇒ 00:13:11.130 Amber Lin: Okay.
73 00:13:13.460 ⇒ 00:13:15.670 Luke Daque: Yeah. And then the only
74 00:13:20.050 ⇒ 00:13:25.679 Luke Daque: The only thing that I’m I’m not sure of is like whether it we can utilize
75 00:13:26.120 ⇒ 00:13:28.389 Luke Daque: any of the Heritage campaigns.
76 00:13:28.750 ⇒ 00:13:40.690 Luke Daque: That’s where that’s why I like asked earlier, like Tom, or like, maybe Robert can help me understand, like how these campaigns are being created and how they are related to any of the oh, I thought about that.
77 00:13:41.180 ⇒ 00:13:41.670 Luke Daque: It’s
78 00:13:42.960 ⇒ 00:13:48.030 Amber Lin: Why do we want the hey reach campaigns like what we want them for?
79 00:13:48.670 ⇒ 00:13:51.580 Luke Daque: Because that’s what I understood. As like.
80 00:13:54.970 ⇒ 00:14:02.899 Luke Daque: our needs to be like categorized, whether it’s coming from the la event, for example, or some other campaign.
81 00:14:03.660 ⇒ 00:14:10.750 Luke Daque: So we yeah, that’s like just how we are categorizing leads, because we can always get all the leads.
82 00:14:11.110 ⇒ 00:14:19.529 Luke Daque: But we won’t be able to know whether it’s because of the grow la event or something else. And from what I understand, that’s what the campaigns are for.
83 00:14:20.436 ⇒ 00:14:23.210 Luke Daque: So that we can like categorize those.
84 00:14:23.590 ⇒ 00:14:24.720 Amber Lin: Yeah, so.
85 00:14:24.720 ⇒ 00:14:25.670 Luke Daque: Missing.
86 00:14:25.670 ⇒ 00:14:55.640 Amber Lin: I think. I I my my apologies didn’t clarify what hey reach was for. So hey, reach is actually, when we use it to reach out to people. So when we get to that step, we essentially usually plug in a list of people I’ve like, we get a list of people somewhere that we decided to target. And then, hey, reach is kind of like the last step of actually reaching out to people. So usually, how this connects to what we’re doing right now is we say we
87 00:14:56.252 ⇒ 00:15:08.219 Amber Lin: create a list from somewhere, maybe like a Linkedin event, or like from some source we plug into hay or plug into clay and reach, enrich it. And then.
88 00:15:08.370 ⇒ 00:15:10.670 Amber Lin: based on that, we select
89 00:15:10.890 ⇒ 00:15:24.397 Amber Lin: who matches our target client the best, and we select it. And then we put that list into, hey reach to actually do the outreach. So we’re not getting the source from
90 00:15:25.280 ⇒ 00:15:30.720 Amber Lin: I don’t think we’re getting the source from the campaigns. Here the campaigns are the end result
91 00:15:31.080 ⇒ 00:15:38.749 Amber Lin: of. We have all this list of people, and then we use it like, we essentially use that list
92 00:15:39.470 ⇒ 00:15:40.429 Amber Lin: for hey, reach.
93 00:15:40.430 ⇒ 00:15:41.340 Luke Daque: Let’s see.
94 00:15:41.340 ⇒ 00:15:43.560 Luke Daque: Yeah, yeah, I might have early.
95 00:15:44.270 ⇒ 00:15:50.119 Luke Daque: Yeah, I I might have like, understood it the other way around. I think.
96 00:15:50.120 ⇒ 00:15:54.759 Amber Lin: Yeah, I thought so. So I should have like, talked to you guys earlier about this
97 00:15:56.430 ⇒ 00:15:59.720 Luke Daque: So yeah, so this doesn’t work. Then.
98 00:16:00.110 ⇒ 00:16:01.650 Amber Lin: It should be different. But
99 00:16:01.650 ⇒ 00:16:11.769 Amber Lin: what about so for Clay, what is does Clay have a linkedin integration? Also question for Ryan, if you know.
100 00:16:14.950 ⇒ 00:16:17.599 Luke Daque: What integration are you referring to?
101 00:16:17.600 ⇒ 00:16:25.120 Amber Lin: Yeah. Like, for, for example, right? We right now, you just did a hey? Reach integration.
102 00:16:25.230 ⇒ 00:16:38.269 Amber Lin: And then something happens in hey region that you added to clay, is there something similar for Linkedin of like? Okay, this happens in Linkedin. And therefore, when that happens, we trigger something.
103 00:16:38.270 ⇒ 00:16:38.920 Luke Daque: Yeah.
104 00:16:39.090 ⇒ 00:16:39.640 Amber Lin: Does that?
105 00:16:39.640 ⇒ 00:16:42.299 Luke Daque: I guess this is what what caused me too late.
106 00:16:42.960 ⇒ 00:16:48.390 Luke Daque: Think that it was coming from Linkedin to hail each, and then we need to send it to Clay, just like I.
107 00:16:51.110 ⇒ 00:16:55.099 Luke Daque: Yeah, I think that this this confused me a bit like the title of this task.
108 00:16:55.100 ⇒ 00:16:56.180 Amber Lin: I see, I see.
109 00:16:56.370 ⇒ 00:17:07.999 Luke Daque: But yeah, maybe we can see if, like, Zapier has something from directly from Linkedin, I guess.
110 00:17:17.260 ⇒ 00:17:18.950 Luke Daque: Doesn’t look like it.
111 00:17:29.780 ⇒ 00:17:30.990 Amber Lin: Let’s see.
112 00:17:37.620 ⇒ 00:17:39.470 Luke Daque: There’s Linkedin ads.
113 00:17:42.270 ⇒ 00:17:46.000 Amber Lin: Oh, no. Trigger available for Linkedin. What about in clay.
114 00:18:02.310 ⇒ 00:18:11.480 Luke Daque: I don’t think yeah, something as well, unless, like Ryan or Marian has any ideas.
115 00:18:15.690 ⇒ 00:18:20.180 Amber Lin: Oh, oh, we need to update for upgrade, for that seems.
116 00:18:20.550 ⇒ 00:18:23.609 Luke Daque: But this is like just Brand mentions or like.
117 00:18:25.150 ⇒ 00:18:27.049 Luke Daque: I wonder if it may be this one.
118 00:18:28.860 ⇒ 00:18:30.730 Luke Daque: And what’s the end users.
119 00:18:30.960 ⇒ 00:18:32.009 Amber Lin: I guess it.
120 00:18:32.630 ⇒ 00:18:39.909 Amber Lin: I guess we have to do it like manually. But let before we do that, let’s confirm on on our understanding. So
121 00:18:40.610 ⇒ 00:18:51.040 Amber Lin: when we we figured out the investment part in clay right now we have all this different sources that we might get leads from
122 00:18:53.230 ⇒ 00:19:01.310 Amber Lin: So there’s examples of it’s from a Linkedin post, or from like a
123 00:19:02.312 ⇒ 00:19:05.450 Amber Lin: a surgeon company like, can you
124 00:19:05.610 ⇒ 00:19:11.740 Amber Lin: walk me through your understanding of like what needs to happen, and how things happen.
125 00:19:17.430 ⇒ 00:19:18.710 Luke Daque: Can you say that again.
126 00:19:19.956 ⇒ 00:19:27.150 Amber Lin: Can you just walk me through your understanding of how things like how this process works? Just don’t want to confirm that we’re on the same page.
127 00:19:27.860 ⇒ 00:19:33.669 Luke Daque: Oh, from what I understand. Like, if there’s any event happening in Linkedin, like.
128 00:19:34.720 ⇒ 00:19:47.269 Luke Daque: yeah, like, somebody commenting on the post, or like liking a post from Robert or Tom, for example, and then that would be considered as a potential lead, and it will go into
129 00:19:47.790 ⇒ 00:19:52.279 Luke Daque: the clay table, and then we’ll enrich that lead. So we’ll we’ll know
130 00:19:52.450 ⇒ 00:19:57.490 Luke Daque: what what his company is which company is coming from what his role.
131 00:19:57.750 ⇒ 00:20:01.400 Luke Daque: and then you’ll be able to determine whether, like.
132 00:20:02.680 ⇒ 00:20:07.380 Luke Daque: Yeah, that’s that’s a lead that we can like push forward with, or something.
133 00:20:08.790 ⇒ 00:20:24.350 Amber Lin: Awesome. Yeah, that’s 1 part of what we want and kind of what we’ve been focusing on so far. Another part is, say, we have a specific company. That we wanna focus on. I sent that
134 00:20:24.530 ⇒ 00:20:44.000 Amber Lin: I send an example that we can look at in the sales market channel. So say we get a company name like a future like a prospecting lead that we’re looking at. Say, Robert sent a company name, and then we go into that like. We searched our company.
135 00:20:44.140 ⇒ 00:20:51.519 Amber Lin: and then we figure out who in that company we should target right? So
136 00:20:52.030 ⇒ 00:20:55.363 Amber Lin: click on that probably won’t go into their
137 00:20:56.280 ⇒ 00:21:08.929 Luke Daque: People, I guess. Yeah, we probably don’t want every single person, but probably people with certain titles, like, maybe in the like, the executive or management.
138 00:21:09.584 ⇒ 00:21:14.929 Amber Lin: Rank, and then we enrich our clay table with that.
139 00:21:15.170 ⇒ 00:21:17.690 Amber Lin: So that’s the second.
140 00:21:18.560 ⇒ 00:21:21.649 Amber Lin: That’s the second one other than the Linkedin posts.
141 00:21:22.590 ⇒ 00:21:35.440 Mariane Cequina: Yeah, can I just share something? Since we’re talking about that amber, I think I’ve read something about that. It’s we can use the clay scoring. So actually, research about that. And I don’t think I
142 00:21:35.770 ⇒ 00:21:56.939 Mariane Cequina: have that kind of capacity to do it honestly. But I think that’s the importance of clay scoring how we can create like a score where we can so we can know which contacts that we have in clay that we should prioritize, based on, for example, as what you said, position in the company.
143 00:21:57.130 ⇒ 00:21:58.279 Mariane Cequina: Things like that.
144 00:21:59.950 ⇒ 00:22:10.410 Amber Lin: Cool. Yeah, definitely, I think this is a great next step after after the enrichment. When we think about okay, who we should target, right? Because right now, we’re.
145 00:22:10.410 ⇒ 00:22:11.030 Mariane Cequina: Yeah.
146 00:22:11.030 ⇒ 00:22:28.120 Amber Lin: Pipeline of getting the data from the sources. And you’re totally right that once we have the table enriched, we should rank them based, and then figure out who we should target. But right now let’s look. Do you have any ideas or right? Do you have any ideas of how we
147 00:22:28.770 ⇒ 00:22:31.440 Amber Lin: grab information from Linkedin
148 00:22:32.030 ⇒ 00:22:37.440 Amber Lin: like, how do we get the people who comment on the post? How do we get the people that’s in the company.
149 00:22:46.870 ⇒ 00:22:48.180 Luke Daque: Trying to see if.
150 00:22:48.840 ⇒ 00:22:49.970 Ryan Brosas: And get something.
151 00:22:49.970 ⇒ 00:22:52.830 Luke Daque: From chat. But yeah, go ahead.
152 00:22:53.930 ⇒ 00:23:18.330 Ryan Brosas: Yeah, I think already sent the play. Gpt there’s like a zoom video there when you when you like you can just copy paste the whole linear. And you can just send that to to play Gpt, or something that unlock Gpt or something.
153 00:23:18.330 ⇒ 00:23:32.819 Ryan Brosas: and it will show you something like a zoom video, on how to scrape like like I think it. This is pretty much manual, but it is still like the closest thing that we can use.
154 00:23:32.850 ⇒ 00:23:40.600 Ryan Brosas: like on the, for example, the one they call this
155 00:23:40.860 ⇒ 00:24:02.088 Ryan Brosas: the grow la event. 23. We can still like, just search that on Linkedin and search for specific post and copy the Linkedin Post, and just put that on on, hey? Rich? And I think that’s pretty much it for that. Yeah,
156 00:24:02.780 ⇒ 00:24:03.510 Amber Lin: Sorry.
157 00:24:03.510 ⇒ 00:24:03.880 Ryan Brosas: Premium.
158 00:24:03.880 ⇒ 00:24:05.710 Amber Lin: On free reach, or put.
159 00:24:05.710 ⇒ 00:24:06.980 Ryan Brosas: Yeah, yeah, yeah.
160 00:24:07.786 ⇒ 00:24:10.170 Ryan Brosas: Put it on here, which?
161 00:24:10.470 ⇒ 00:24:12.740 Amber Lin: Oh, where in Haybridge do we put that.
162 00:24:15.357 ⇒ 00:24:17.870 Ryan Brosas: Let me check.
163 00:24:18.835 ⇒ 00:24:19.800 Amber Lin: Or.
164 00:24:27.300 ⇒ 00:24:29.052 Ryan Brosas: Okay. Sure. Let me
165 00:24:31.370 ⇒ 00:24:33.109 Amber Lin: You can share screen.
166 00:24:33.950 ⇒ 00:24:36.130 Ryan Brosas: Just wait a sec.
167 00:24:36.260 ⇒ 00:24:36.840 Amber Lin: Hmm.
168 00:25:10.720 ⇒ 00:25:12.030 Ryan Brosas: Nice to it.
169 00:25:22.850 ⇒ 00:25:25.090 Ryan Brosas: Okay, I see it now.
170 00:25:25.641 ⇒ 00:25:27.699 Ryan Brosas: And I don’t even know.
171 00:25:30.530 ⇒ 00:25:36.760 Ryan Brosas: Yeah, I mean, can you see my screen.
172 00:25:38.230 ⇒ 00:25:39.170 Amber Lin: Yes.
173 00:25:39.570 ⇒ 00:25:42.010 Ryan Brosas: Okay, so girl
174 00:25:51.160 ⇒ 00:25:56.760 Ryan Brosas: session kind of that post I know in this plan.
175 00:26:13.250 ⇒ 00:26:22.060 Ryan Brosas: hmm, for example, if the post is this, you can just copy paste this here
176 00:26:22.600 ⇒ 00:26:26.659 Ryan Brosas: and put to Lincoln pulse reactors.
177 00:26:31.040 ⇒ 00:26:31.760 Ryan Brosas: It’s pretty.
178 00:26:36.280 ⇒ 00:26:37.829 Ryan Brosas: And we can go here.
179 00:26:39.430 ⇒ 00:26:41.680 Ryan Brosas: And I’m gonna select.
180 00:26:43.160 ⇒ 00:26:48.659 Amber Lin: Oh, this is in the leads. Tab in hey? Reach
181 00:26:49.750 ⇒ 00:26:57.335 Amber Lin: Linkedin post reactors. Oh, that’s what we needed. Gosh, I should have talked to you sooner.
182 00:26:59.640 ⇒ 00:27:07.800 Amber Lin: Okay, so this grabs all the people who has reacted to this post right.
183 00:27:08.570 ⇒ 00:27:19.040 Ryan Brosas: Yeah. I’m not sure how we can do the current tagging, because, that the one
184 00:27:19.480 ⇒ 00:27:25.000 Ryan Brosas: that we have is like, go la, expand 2025.
185 00:27:25.570 ⇒ 00:27:33.030 Amber Lin: Like just we can do any like any post. I just wanted to see how that like how the hey reach part worked.
186 00:27:33.780 ⇒ 00:27:36.149 Ryan Brosas: Yeah, let’s be.
187 00:27:37.380 ⇒ 00:27:38.790 Ryan Brosas: I’m not sure.
188 00:27:43.490 ⇒ 00:27:44.870 Amber Lin: It doesn’t have to be gross.
189 00:27:44.870 ⇒ 00:27:47.469 Ryan Brosas: On full event.
190 00:27:54.640 ⇒ 00:27:57.649 Ryan Brosas: or or on our personal account.
191 00:27:58.860 ⇒ 00:28:04.899 Ryan Brosas: The island here, and then close.
192 00:28:09.700 ⇒ 00:28:10.660 Ryan Brosas: Yes, please.
193 00:28:23.670 ⇒ 00:28:28.569 Amber Lin: Does it have to be a post that we post, or any post could do.
194 00:28:29.070 ⇒ 00:28:31.269 Ryan Brosas: Any post could do here. You can.
195 00:28:31.270 ⇒ 00:28:31.650 Amber Lin: Great.
196 00:28:31.650 ⇒ 00:28:34.660 Ryan Brosas: Your, this.
197 00:28:35.620 ⇒ 00:28:38.220 Amber Lin: Does this feature cost us money.
198 00:28:40.022 ⇒ 00:28:46.329 Ryan Brosas: I’m not really sure. But I think, if you are paying subscription on average, this is pretty much.
199 00:28:47.050 ⇒ 00:28:47.550 Ryan Brosas: Yeah, I guess.
200 00:28:47.550 ⇒ 00:28:50.090 Amber Lin: Included. Okay, luke.
201 00:28:50.090 ⇒ 00:28:50.720 Ryan Brosas: And.
202 00:28:50.720 ⇒ 00:28:54.060 Amber Lin: Like what we need like. We just do that search.
203 00:28:54.450 ⇒ 00:29:00.290 Amber Lin: export that table to clay, and then fill out the rest right.
204 00:29:01.190 ⇒ 00:29:01.870 Luke Daque: Yeah.
205 00:29:02.330 ⇒ 00:29:12.080 Amber Lin: Awesome. Okay? So we got the events nailed. That is awesome. Let’s integrate that. Let’s let’s get that like running like for a few posts
206 00:29:12.330 ⇒ 00:29:23.369 Amber Lin: today, like, let’s just figure it out and do do for a few things. Ryan, is there a way on, hey? Reach as well to search like
207 00:29:23.540 ⇒ 00:29:24.830 Amber Lin: companies.
208 00:29:26.250 ⇒ 00:29:27.065 Ryan Brosas: Companies,
209 00:29:27.880 ⇒ 00:29:28.470 Amber Lin: Yeah, right.
210 00:29:28.470 ⇒ 00:29:28.800 Ryan Brosas: Yeah.
211 00:29:28.800 ⇒ 00:29:35.509 Amber Lin: It’s close. But can can you keep sharing your screen? I just want to. I’m not logged in, so I want to see it from your side, too.
212 00:29:35.760 ⇒ 00:29:36.859 Ryan Brosas: After this session
213 00:29:40.600 ⇒ 00:29:46.149 Ryan Brosas: for companies. Yeah. Let’s see here.
214 00:29:54.010 ⇒ 00:29:56.130 Ryan Brosas: hey? Search bar
215 00:29:58.540 ⇒ 00:29:59.170 Amber Lin: I see.
216 00:29:59.170 ⇒ 00:30:01.260 Ryan Brosas: It’s open continent, but.
217 00:30:04.440 ⇒ 00:30:05.100 Amber Lin: Hmm.
218 00:30:05.100 ⇒ 00:30:07.989 Ryan Brosas: Companies. I think I prefer.
219 00:30:07.990 ⇒ 00:30:09.620 Amber Lin: Companies, maybe.
220 00:30:10.120 ⇒ 00:30:13.310 Ryan Brosas: I prefer this on looking for companies.
221 00:30:13.880 ⇒ 00:30:14.699 Amber Lin: Oh, wow!
222 00:30:14.700 ⇒ 00:30:15.430 Ryan Brosas: That I/O.
223 00:30:15.430 ⇒ 00:30:16.690 Amber Lin: Does this do.
224 00:30:18.246 ⇒ 00:30:33.480 Ryan Brosas: It’s pretty much looking for a company that’s looking for local likes like, if you prefer like eating tar eating similar. Like Eden. You can just try, Eden.
225 00:30:35.280 ⇒ 00:30:46.220 Ryan Brosas: It’s good, and it will provide you like the components re related well, similar to them. And it’s.
226 00:30:46.220 ⇒ 00:30:46.770 Amber Lin: I see.
227 00:30:46.770 ⇒ 00:30:47.470 Ryan Brosas: Also.
228 00:30:47.470 ⇒ 00:30:56.010 Amber Lin: Awesome. I think. I think what I what I’m okay. You like, do you have to pay to look at all the contacts in the companies. That’s what I assumed.
229 00:30:57.816 ⇒ 00:31:01.429 Ryan Brosas: Hey? Here, yes. But yeah, I see here. If.
230 00:31:01.430 ⇒ 00:31:02.110 Amber Lin: Or if we.
231 00:31:02.110 ⇒ 00:31:02.810 Ryan Brosas: Have.
232 00:31:02.810 ⇒ 00:31:13.720 Amber Lin: Yeah, if we have a company name, say, we have this 9 Am. Company called 9 Am. That we are trying to look at? Does it give us all the people at the company.
233 00:31:15.540 ⇒ 00:31:20.590 Ryan Brosas: I still haven’t tried this yet. But let’s try it out.
234 00:31:20.590 ⇒ 00:31:25.420 Amber Lin: Try like, maybe just try brain force like whatever whatever. I just want to see how it works.
235 00:31:46.280 ⇒ 00:31:49.390 Luke Daque: If that works, then I think we have everything we need right?
236 00:31:50.070 ⇒ 00:31:50.929 Amber Lin: Pretty much. Yeah.
237 00:31:50.930 ⇒ 00:31:53.349 Luke Daque: Have to do it like manually, for now and then.
238 00:31:53.350 ⇒ 00:31:56.399 Amber Lin: For now and then we’ll figure out to automate it later. Yeah.
239 00:31:57.370 ⇒ 00:31:58.020 Luke Daque: What?
240 00:32:07.020 ⇒ 00:32:08.620 Amber Lin: See what this does.
241 00:32:12.350 ⇒ 00:32:13.400 Amber Lin: Whoa!
242 00:32:13.980 ⇒ 00:32:14.860 Ryan Brosas: Altern.
243 00:32:17.057 ⇒ 00:32:19.292 Ryan Brosas: Am I doing something wrong?
244 00:32:19.740 ⇒ 00:32:22.569 Amber Lin: This search? Query, does it have to be a URL,
245 00:32:26.450 ⇒ 00:32:32.369 Amber Lin: or maybe just like click on Pungo inces, or whatever whatever company like? Maybe even Eden
246 00:32:37.690 ⇒ 00:32:38.970 Amber Lin: does it work.
247 00:32:40.480 ⇒ 00:32:41.730 Ryan Brosas: You are in.
248 00:32:41.970 ⇒ 00:32:46.360 Ryan Brosas: Let’s check next question.
249 00:32:51.270 ⇒ 00:32:56.460 Ryan Brosas: No, let’s just not.
250 00:32:58.180 ⇒ 00:32:58.930 Amber Lin: Yeah.
251 00:33:00.440 ⇒ 00:33:03.199 Ryan Brosas: I’m not sure if this a bug or something.
252 00:33:03.520 ⇒ 00:33:04.810 Ryan Brosas: Yeah.
253 00:33:04.810 ⇒ 00:33:06.930 Amber Lin: Let me go check as well.
254 00:33:07.390 ⇒ 00:33:10.869 Amber Lin: I’ll log in. I’ll see if it works on my end.
255 00:33:11.920 ⇒ 00:33:12.870 Amber Lin: But
256 00:33:13.990 ⇒ 00:33:27.960 Amber Lin: yeah, ultimately, like, how do you think it could be a way that we automate this like, take this from, hey? Reach to clay like, can Zapier automate this like? What?
257 00:33:28.080 ⇒ 00:33:28.949 Amber Lin: What automate.
258 00:33:28.950 ⇒ 00:33:29.880 Luke Daque: Bye.
259 00:33:29.880 ⇒ 00:33:30.280 Amber Lin: Thing.
260 00:33:30.280 ⇒ 00:33:37.150 Luke Daque: I’m not sure yet. How do you know, Ryan, is there any way we can like automate getting these data.
261 00:33:41.130 ⇒ 00:33:43.210 Ryan Brosas: Let’s see.
262 00:33:55.850 ⇒ 00:34:01.709 Ryan Brosas: So what is the automation? Entails? Sorry.
263 00:34:03.671 ⇒ 00:34:10.889 Amber Lin: So we get all these lists from like, Hey, reach. Right? We use the hey, reach lead tools.
264 00:34:11.538 ⇒ 00:34:14.230 Amber Lin: and then we want to
265 00:34:14.730 ⇒ 00:34:20.960 Amber Lin: enrich that using clay. So how do we automate from there to clay? Essentially.
266 00:34:21.730 ⇒ 00:34:24.300 Ryan Brosas: From the from Vera Jacqueline.
267 00:34:35.690 ⇒ 00:34:37.110 Ryan Brosas: Let’s see.
268 00:34:38.870 ⇒ 00:34:40.179 Ryan Brosas: Yeah, it’s
269 00:34:51.449 ⇒ 00:34:52.159 Ryan Brosas: my name
270 00:34:59.850 ⇒ 00:35:00.630 Ryan Brosas: here.
271 00:35:41.840 ⇒ 00:35:44.719 Ryan Brosas: Okay, so
272 00:35:48.190 ⇒ 00:35:48.860 Ryan Brosas: you know.
273 00:35:50.630 ⇒ 00:35:55.649 Ryan Brosas: And oh, here’s some.
274 00:35:57.230 ⇒ 00:35:57.990 Amber Lin: Okay.
275 00:35:57.990 ⇒ 00:36:01.089 Ryan Brosas: Our web books that we can use. Also, I think.
276 00:36:02.301 ⇒ 00:36:05.880 Ryan Brosas: It appears in your workspace or campaigns.
277 00:36:06.120 ⇒ 00:36:12.490 Ryan Brosas: I’ll show you I can’t help and check for here.
278 00:36:13.760 ⇒ 00:36:19.650 Ryan Brosas: Yeah, I think, if this is like a web hook, I think this is kind of
279 00:36:19.880 ⇒ 00:36:22.469 Ryan Brosas: thing that you are currently looking for.
280 00:36:22.470 ⇒ 00:36:22.880 Amber Lin: Okay.
281 00:36:22.880 ⇒ 00:36:23.890 Ryan Brosas: Or.
282 00:36:25.110 ⇒ 00:36:25.870 Amber Lin: Fantastic.
283 00:36:25.870 ⇒ 00:36:26.280 Ryan Brosas: Or.
284 00:36:26.280 ⇒ 00:36:29.230 Amber Lin: So so, Luke, I guess we just. I don’t know if Luke is still here.
285 00:36:29.230 ⇒ 00:36:33.320 Ryan Brosas: You can also like here, there’s a sap here.
286 00:36:33.440 ⇒ 00:36:36.299 Ryan Brosas: and he returned to view it.
287 00:36:36.780 ⇒ 00:36:39.680 Amber Lin: Awesome. Okay, that’s all we need to know.
288 00:36:44.330 ⇒ 00:36:45.310 Ryan Brosas: Api.
289 00:36:46.770 ⇒ 00:36:54.840 Amber Lin: Yeah. Sounds good Ryan, do you know, do you have a good idea of like what we’re trying to do here? Would you be able to work with Luke on this.
290 00:36:57.457 ⇒ 00:37:09.500 Ryan Brosas: On the automation. Sure. Sure. I can work this out via make, because I’m more comfortable using that now.
291 00:37:10.205 ⇒ 00:37:16.409 Ryan Brosas: I’ll try to do it. Zap and zapier. But yeah, I’ll try to do it.
292 00:37:16.410 ⇒ 00:37:33.700 Amber Lin: He is also trying to figure some stuff out. I just don’t want you guys like duplicating efforts, or maybe like talk to him to figure out how these get done before I just kind of want to get an idea of like, do you know what we’re trying to do? Can you like walk me through your understanding of how this should work.
293 00:37:35.094 ⇒ 00:37:42.579 Ryan Brosas: So yeah, for the for this, like we wanted to have like
294 00:37:42.820 ⇒ 00:37:47.470 Ryan Brosas: sending the information directly to play via automation.
295 00:37:47.570 ⇒ 00:37:55.959 Ryan Brosas: So while, while, you know, when you are going to start you’re on pay reach.
296 00:37:56.250 ⇒ 00:37:58.550 Ryan Brosas: I’m going to start on
297 00:37:58.860 ⇒ 00:38:22.682 Ryan Brosas: on like specific campaigns, for example, did not come alumni, and you wanted this to be directly to to play, because engagements really not predictable. It’s always like in a link in. It’s pretty much showing on the feed. So you want this to be
298 00:38:23.780 ⇒ 00:38:28.530 Ryan Brosas: you know. They call this to be updated most.
299 00:38:28.860 ⇒ 00:38:43.599 Ryan Brosas: So you wanted this to be, and to send this to play, and every engagement will be. We’ll be sending sending it to play, or well, it will have the updated version on day also.
300 00:38:44.240 ⇒ 00:38:48.667 Ryan Brosas: So I think the automation would be like
301 00:38:49.500 ⇒ 00:38:53.599 Ryan Brosas: hey? Starting a campaign. All this.
302 00:38:54.710 ⇒ 00:38:57.850 Ryan Brosas: It’s pretty dark, and figma.
303 00:38:58.710 ⇒ 00:39:01.142 Amber Lin: Yeah, there is a fixed jam that
304 00:39:01.750 ⇒ 00:39:05.410 Amber Lin: should be in. I’ll send it to you as well, but it should be in
305 00:39:06.760 ⇒ 00:39:13.710 Amber Lin: The chat the channel. If you scroll up a little bit, bye.
306 00:39:13.710 ⇒ 00:39:24.150 Ryan Brosas: For example. You’re starting the campaign on on campaign.
307 00:39:26.580 ⇒ 00:39:27.750 Ryan Brosas: Then
308 00:39:36.180 ⇒ 00:39:37.390 Ryan Brosas: live.
309 00:39:38.250 ⇒ 00:39:40.369 Amber Lin: Oh, oops! Wrong person!
310 00:39:48.310 ⇒ 00:39:51.329 Ryan Brosas: Now I’m going to make for.
311 00:39:51.330 ⇒ 00:39:51.870 Amber Lin: Yeah.
312 00:39:51.870 ⇒ 00:39:52.720 Ryan Brosas: Beer.
313 00:40:01.718 ⇒ 00:40:07.100 Ryan Brosas: This will be on play Mexico.
314 00:40:08.190 ⇒ 00:40:13.560 Amber Lin: Yeah, too. And then Clay enriches it right? And then we do the enrichment in clay.
315 00:40:14.390 ⇒ 00:40:15.000 Ryan Brosas: That’s true.
316 00:40:18.440 ⇒ 00:40:20.192 Ryan Brosas: But yeah, I think
317 00:40:26.260 ⇒ 00:40:40.399 Amber Lin: And then I guess we from from the clay. I guess we either send to Hubspot or we send back to Hey reach like either one. I’m not sure about that, but I guess, for now I think we should figure out
318 00:40:40.750 ⇒ 00:40:51.649 Amber Lin: because we know how to do it manually. Now, right, if we get a name. If we get a event we make, we know how to make it happen manually. I think we just need to do automatically.
319 00:40:56.220 ⇒ 00:41:01.229 Ryan Brosas: Yeah, here. Yeah, I think that’s pretty much how I envision this.
320 00:41:02.040 ⇒ 00:41:02.470 Amber Lin: Awesome.
321 00:41:04.024 ⇒ 00:41:04.870 Amber Lin: Cool.
322 00:41:04.950 ⇒ 00:41:34.080 Amber Lin: There’s so many arrows would you mind talking to Luke about how this goes? Because I think crm! And then all the marketing and sales stuff is very new to him, and so, like a lot of times, he doesn’t know what the tools are for, so he gets confused. So if you would, if you don’t mind talking to him and just walking him through of how these steps should go. I think he can help you a lot on, say, automations. And how like data like.
323 00:41:34.080 ⇒ 00:41:38.260 Amber Lin: I don’t know, like, maybe data gets moved around different things.
324 00:41:39.290 ⇒ 00:41:46.250 Amber Lin: I’ll I’ll leave that to you like. I’ll let you. I’ll let you help him with that.
325 00:41:49.260 ⇒ 00:42:00.472 Ryan Brosas: Sure. I’m pretty much open to like collaboration on this. If you have like any question regarding to this, or like
326 00:42:01.230 ⇒ 00:42:07.060 Ryan Brosas: on on specific workflow workflow on play. I’m really happy to answer that.
327 00:42:07.220 ⇒ 00:42:13.910 Amber Lin: Okay, that that is awesome. So just use Luke as your resource, if you need like additional like
328 00:42:14.110 ⇒ 00:42:29.710 Amber Lin: additional hand with automation. So I think you have already have a really clear idea of this, and I’ll I’ll let you like lead this, and just I’ll let you make it happen. What’s your estimation on like? When can we have something that we can show Robert.
329 00:42:31.852 ⇒ 00:42:48.757 Ryan Brosas: I’m not pretty much sure, because I’m pretty like juggling a lot of stuff. But yeah, if I have like an hour or like like an hour or 2. That’s pretty much it I can. We can. Just, you know,
330 00:42:49.800 ⇒ 00:42:52.283 Ryan Brosas: set a time for this.
331 00:42:53.260 ⇒ 00:42:56.170 Ryan Brosas: yeah, I think that’s pretty much the blockers.
332 00:42:56.380 ⇒ 00:43:04.160 Ryan Brosas: But yeah, like an hour or 2. We can just hit this and let this finish right away. So.
333 00:43:04.160 ⇒ 00:43:04.500 Amber Lin: Okay.
334 00:43:04.500 ⇒ 00:43:06.479 Ryan Brosas: Can move to the next step.
335 00:43:07.150 ⇒ 00:43:31.849 Amber Lin: Oh, wow! This has moved so fast since you have joined can you like? If you want to include me, feel free? If you want to include Luke, feel free as well, just let him know how like. Just let us know how you want us to help with that. And I know you’re like, Super, busy with all this stuff going on. So just feel free to ask for any help or hand.
336 00:43:34.380 ⇒ 00:43:40.679 Amber Lin: Yeah. Well, like before. Do you think like before Thursday would work.
337 00:43:42.250 ⇒ 00:43:44.600 Ryan Brosas: There’s him. Is that true?
338 00:43:45.070 ⇒ 00:43:45.940 Amber Lin: Early.
339 00:43:45.940 ⇒ 00:43:58.640 Ryan Brosas: Yeah, I think I can set aside like additional hours later. And I’ll just contact like look later. So I can just share how I did it.
340 00:43:58.940 ⇒ 00:44:01.949 Ryan Brosas: and pretty much he can take over that.
341 00:44:04.130 ⇒ 00:44:11.900 Amber Lin: Awesome. Okay? If you want him to like Shadow you as you did it, you can do it as well, so it saves you some time I’ll let you figure that out.
342 00:44:14.100 ⇒ 00:44:32.229 Amber Lin: Okay, awesome and, Marianne, I I think, for now Luke and Ryan will handle all this stuff. Because I don’t wanna like keep you in meetings, if you like to. I don’t wanna keep you here. If I waste your time, so I think I’ll just add you to meetings when
343 00:44:32.750 ⇒ 00:44:36.369 Amber Lin: start needing, like additional admin help as well.
344 00:44:37.150 ⇒ 00:44:38.370 Mariane Cequina: Okay, note that.
345 00:44:38.580 ⇒ 00:44:42.089 Amber Lin: Okay, thank you. Everyone. This was very productive.
346 00:44:43.290 ⇒ 00:44:44.140 Mariane Cequina: Thank you.
347 00:44:44.140 ⇒ 00:44:45.400 Amber Lin: Alrighty! Bye-bye.
348 00:44:45.600 ⇒ 00:44:46.450 Ryan Brosas: Thank you.