Meeting Title: Off-the-Record | Kickoff Date: 2025-05-07 Meeting participants: Casie Aviles, Uttam Kumaran, Amber Lin
WEBVTT
1 00:00:24.560 ⇒ 00:00:25.890 Craig Foldes (Crocs): Hey? See you! What’s up?
2 00:00:26.910 ⇒ 00:00:28.679 Casie Aviles: Hey? How’s it going.
3 00:00:29.240 ⇒ 00:00:32.320 Craig Foldes (Crocs): Great. I’m just gonna try to connect my headphones. Give me one second.
4 00:00:36.250 ⇒ 00:00:37.160 Amber Lin: Hi, Craig.
5 00:00:37.730 ⇒ 00:00:38.999 Craig Foldes (Crocs): Up amber. Good to see you.
6 00:00:39.510 ⇒ 00:00:40.630 Amber Lin: Good to see you.
7 00:00:42.740 ⇒ 00:00:44.650 Craig Foldes (Crocs): All right. The gang is here.
8 00:00:45.920 ⇒ 00:00:53.682 Uttam Kumaran: Hey, guys, let’s so I’m doing well, just getting outside of the house a little bit.
9 00:00:54.360 ⇒ 00:00:59.440 Uttam Kumaran: But yeah, Amber, you wanna kick it off, and I think we all have it. We all the doc we’ve all reviewed. So
10 00:00:59.760 ⇒ 00:01:01.540 Uttam Kumaran: maybe let’s just go for it.
11 00:01:02.390 ⇒ 00:01:09.420 Amber Lin: Yeah. Okay. So Casey, I just wanna confirm like, do you have? Do we all have a good understanding
12 00:01:10.030 ⇒ 00:01:14.620 Amber Lin: of like what we what we have to do.
13 00:01:15.352 ⇒ 00:01:18.329 Casie Aviles: Yeah, I think the doc is pretty straightforward.
14 00:01:18.330 ⇒ 00:01:18.990 Amber Lin: Hmm.
15 00:01:19.600 ⇒ 00:01:23.999 Amber Lin: Okay, I mean, let’s go ahead. Go ahead. Sorry.
16 00:01:24.650 ⇒ 00:01:26.009 Craig Foldes (Crocs): No, I just said easy, great.
17 00:01:29.060 ⇒ 00:01:29.800 Craig Foldes (Crocs): Doable.
18 00:01:31.450 ⇒ 00:01:31.890 Casie Aviles: Yeah.
19 00:01:32.975 ⇒ 00:01:33.470 Craig Foldes (Crocs): Okay.
20 00:01:34.720 ⇒ 00:01:36.480 Amber Lin: All right. So
21 00:01:36.590 ⇒ 00:01:47.599 Amber Lin: I just want to confirm a few things of where we are. Going to track this project quick, are you okay with like, if we use our own linear for this, and we can add you to there as well.
22 00:01:48.610 ⇒ 00:02:05.100 Craig Foldes (Crocs): Yeah, I’m gonna be honest. I, for the most part, will trust that you’ll get it done. I’m not gonna be like in the weeds kind of checking in and stuff it. Add me to anything, but I’m just. I’m probably not going to be that active in notion and other stuff just being totally candid. So you you guys drive it. I trust you and your Tom completely.
23 00:02:05.100 ⇒ 00:02:08.939 Uttam Kumaran: Cool. Yeah, I think Amber. And then we’ll run through our normal stuff, I think. Just include
24 00:02:09.360 ⇒ 00:02:11.889 Uttam Kumaran: include Craig there as a guest. So in case
25 00:02:12.150 ⇒ 00:02:14.120 Uttam Kumaran: it we link out to one of those. But
26 00:02:14.570 ⇒ 00:02:16.970 Uttam Kumaran: let’s just let’s just run it. How we usually do.
27 00:02:17.610 ⇒ 00:02:18.460 Amber Lin: Boley. Okay.
28 00:02:18.460 ⇒ 00:02:30.679 Craig Foldes (Crocs): And and the only thing amber. This might be frustrating. But like, if you need me, text is definitely the easiest way to get me. I’m not in slack that often. I’ll reply to email really fast, but like, please feel free to text me anytime.
29 00:02:31.300 ⇒ 00:02:32.410 Amber Lin: Okay. Noted.
30 00:02:32.410 ⇒ 00:02:33.979 Craig Foldes (Crocs): That’s really helpful to know.
31 00:02:33.980 ⇒ 00:02:37.659 Uttam Kumaran: So then, Amber, maybe let’s create a text group. Just maybe me, you and Craig.
32 00:02:37.830 ⇒ 00:02:40.779 Uttam Kumaran: and we can just name it. Just name it the project. And then.
33 00:02:41.220 ⇒ 00:02:46.310 Amber Lin: Alright, I’ll let you do it. I’ll let you do it with them. I don’t have. I don’t have Craig’s number.
34 00:02:46.310 ⇒ 00:02:47.612 Uttam Kumaran: I’ll do it, I’ll do it.
35 00:02:47.830 ⇒ 00:02:52.160 Amber Lin: Okay, so let’s
36 00:02:55.720 ⇒ 00:03:05.779 Amber Lin: Here, let’s let me share screen on the document that Greg shared, and then.
37 00:03:08.630 ⇒ 00:03:12.459 Craig Foldes (Crocs): Written with chat. Gpt so forgive me if it’s like a little bit off, or whatever.
38 00:03:13.250 ⇒ 00:03:20.210 Amber Lin: That’s okay. That’s all of that’s how all of us do work nowadays. So I’m very, very familiar with this.
39 00:03:20.210 ⇒ 00:03:20.770 Craig Foldes (Crocs): Cool.
40 00:03:21.130 ⇒ 00:03:22.830 Amber Lin: Hmm, right?
41 00:03:24.280 ⇒ 00:03:29.280 Amber Lin: So let’s we’re our goal is to get started this week, and then
42 00:03:29.923 ⇒ 00:03:35.519 Amber Lin: to spit out output as soon as possible. So I guess, looking at this document.
43 00:03:36.850 ⇒ 00:03:45.689 Amber Lin: it should be in like sequential order of how we how we do these things.
44 00:03:46.360 ⇒ 00:03:50.599 Amber Lin: And let’s just go through these
45 00:03:51.220 ⇒ 00:03:54.659 Amber Lin: each. And then we can say, Okay, how do we?
46 00:03:54.930 ⇒ 00:03:57.839 Amber Lin: How long do we estimate this is gonna take? And
47 00:03:58.290 ⇒ 00:04:06.520 Amber Lin: I guess the goal, especially for this meeting, is to know, what are we gonna do this week? And what can we have done by like, say, Friday.
48 00:04:09.470 ⇒ 00:04:09.880 Amber Lin: okay.
49 00:04:09.880 ⇒ 00:04:11.290 Craig Foldes (Crocs): I think it’s exactly okay.
50 00:04:11.610 ⇒ 00:04:27.210 Uttam Kumaran: Yeah, yeah, the one other piece, the one other piece I just want to. Highlight is that everything needs to get like basically loom recorded. So for all the tickets we create, I just wanna make sure that there’s 1 requirement is, there’s also a loom for every single one. So we want for every step, basically.
51 00:04:28.140 ⇒ 00:04:29.700 Uttam Kumaran: But sorry. Go ahead, Greg.
52 00:04:30.440 ⇒ 00:04:31.900 Craig Foldes (Crocs): That’s perfect. I think.
53 00:04:31.900 ⇒ 00:04:32.440 Uttam Kumaran: House.
54 00:04:32.694 ⇒ 00:04:51.300 Craig Foldes (Crocs): The only other thing is, it sounds like email is going to be the identifier for all of this. And I’m not sure that my loop, my, my zooms are set up to capture everyone’s email. You guys have like zoom access now. But if there’s a way I have to set up the events to require an email. Just let me know, because that seems to be the identifier across the board.
55 00:04:54.583 ⇒ 00:05:00.190 Craig Foldes (Crocs): And then from like a time. I want to be totally respectful, and I don’t mean to come off direct or rude, but like
56 00:05:00.480 ⇒ 00:05:09.879 Craig Foldes (Crocs): I trust you right. This isn’t like crazy, crazy, urgent or anything like. I don’t just. I’ll get it when I get it, like I know what it is like. I don’t need to walk through the the steps of when you deliver it. You just tell me
57 00:05:10.710 ⇒ 00:05:11.509 Craig Foldes (Crocs): if that makes sense.
58 00:05:11.510 ⇒ 00:05:17.649 Uttam Kumaran: Yeah, that’s perfect. Then I guess, for today, Casey, is there anything you read in this that we need more context on?
59 00:05:17.810 ⇒ 00:05:26.870 Uttam Kumaran: I read through it. I feel really, I feel like everything is sort of in our wheelhouse. Apart from just making sure we get access to everything. There’s nothing here that was like super alarming.
60 00:05:29.160 ⇒ 00:05:29.680 Craig Foldes (Crocs): What’s next?
61 00:05:29.680 ⇒ 00:05:31.104 Casie Aviles: I guess just for me
62 00:05:31.390 ⇒ 00:05:32.070 Craig Foldes (Crocs): Yourself.
63 00:05:32.070 ⇒ 00:05:34.439 Casie Aviles: It would be great if you could kind of, I guess.
64 00:05:34.810 ⇒ 00:05:37.450 Casie Aviles: Walk me through a little bit more with the
65 00:05:37.640 ⇒ 00:05:49.039 Casie Aviles: the Crm. Part. I think the the 1st parts. The automations are pretty straightforward. We’ve been doing this before already. And yeah, for the the Crm part. It’s just, I guess it’s a little.
66 00:05:49.040 ⇒ 00:05:49.710 Craig Foldes (Crocs): Double.
67 00:05:50.162 ⇒ 00:05:58.030 Craig Foldes (Crocs): Yeah. So I I guess kind of stepping back and and ask me some questions throughout. You know, we run a series of
68 00:05:58.639 ⇒ 00:06:23.459 Craig Foldes (Crocs): events, right like you could think of us an events business, and we’ve got 3 different kind of verticals. We’ve got a food and beverage vertical where we do founder sessions with food and beverage speakers. We’ve got an e-commerce vertical where we do founder series with Ecom vertical e-com speakers and attendees, and then we’ve got an AI vertical where we do sessions with like kind of the C-suites of large brands. And right now I don’t have a way
69 00:06:23.460 ⇒ 00:06:32.529 Craig Foldes (Crocs): to track anything about it. I just send out these sessions, blast out emails. And I want to start to have a clearer view on who’s going to which sessions.
70 00:06:32.770 ⇒ 00:06:37.460 Craig Foldes (Crocs): how they’re replying to surveys that we send, and most critically.
71 00:06:37.780 ⇒ 00:06:47.390 Craig Foldes (Crocs): 2 other things, one who they’ve referred because it’s going to be a requirement that in order to start attending these, you have to bring a plus one. And so once somebody.
72 00:06:47.570 ⇒ 00:07:06.366 Craig Foldes (Crocs): you know, hits their like second. Once they hit a certain event. I want a trigger to reach out to them to take an action right? Like, I. I think Facebook has like this famous thing where it’s like, hey? If we could get somebody to refer 2 friends within the 1st 10 days we knew that they were like a sticky customer. I want to start to have some sequential pieces like that.
73 00:07:06.960 ⇒ 00:07:15.459 Craig Foldes (Crocs): and that’s more or less it. I also want to be able to easily query something, and I can share the Crm. But like I want a holistic view of
74 00:07:15.560 ⇒ 00:07:32.929 Craig Foldes (Crocs): Utah. If I go in and say, Hey, like, How’s Utam? Engaged with the founder series, I want a slack bot or some conversational piece to be like. Yep, utam has attended XY. And Z. Events. This is how he ranked them. You know it doesn’t have to be pretty. But I just wanna this is who he referred. I just want like a an easy snapshot. If that makes sense.
75 00:07:33.370 ⇒ 00:07:34.269 Uttam Kumaran: Yeah, and I think I think.
76 00:07:34.270 ⇒ 00:07:35.130 Craig Foldes (Crocs): Right. Go on.
77 00:07:35.130 ⇒ 00:07:36.400 Uttam Kumaran: Yeah, go ahead! Go ahead! Go go ahead!
78 00:07:36.960 ⇒ 00:07:41.260 Craig Foldes (Crocs): The only thing I would say is like, right now let me just show you. I think you guys have access to it. But
79 00:07:43.180 ⇒ 00:07:43.540 Amber Lin: Oh!
80 00:07:43.550 ⇒ 00:07:45.799 Craig Foldes (Crocs): This is, let me share.
81 00:07:50.840 ⇒ 00:07:52.120 Craig Foldes (Crocs): Are you guys seeing my screen.
82 00:07:53.120 ⇒ 00:07:53.710 Amber Lin: Yep.
83 00:07:54.760 ⇒ 00:08:01.055 Craig Foldes (Crocs): This is this, is it right? Like this is my Crm right now, it’s more or less like,
84 00:08:01.610 ⇒ 00:08:06.670 Craig Foldes (Crocs): okay. Chelsea is the CEO at hiker kind. This is her Linkedin.
85 00:08:06.920 ⇒ 00:08:16.620 Craig Foldes (Crocs): This is their company website. And this is who brought her in right like that’s that’s more or less it. One thing that I didn’t put in this document which I should update is.
86 00:08:16.850 ⇒ 00:08:22.550 Craig Foldes (Crocs): I right now don’t have any information about these brands. I don’t know what category other than the category
87 00:08:22.880 ⇒ 00:08:34.759 Craig Foldes (Crocs): which I did by looking at their website. I don’t know the revenue. I don’t know their site visits like, so some sort of enrichment would be nice, but not required at some point. I’ll just ask them, but that’s more or less it at a high level.
88 00:08:35.280 ⇒ 00:08:36.189 Craig Foldes (Crocs): Does that make sense.
89 00:08:36.190 ⇒ 00:09:06.109 Uttam Kumaran: Yeah, we can basically get you that like, basically for free. So we’ll just run this through all the enrichment. The other pieces, Casey, just use me as a test guinea pig for everything before we do anything for any other account. I’m I’ve attended meetings. I’m in there, and of course, like we should test the messaging towards me. So we can verify accuracy. If we can run through each of these workflows and use and basically show that it’s working for me, or or you could even do it for Craig, or whatever. Then I think we’ll be confident enough
90 00:09:06.320 ⇒ 00:09:10.780 Uttam Kumaran: to again. We’re not taking any actions without intervention. But
91 00:09:11.201 ⇒ 00:09:16.090 Uttam Kumaran: I think you, since you know my background, it’ll be easy for you to qualify whether it’s working.
92 00:09:18.330 ⇒ 00:09:19.220 Casie Aviles: Sounds good.
93 00:09:20.453 ⇒ 00:09:29.859 Uttam Kumaran: I think the biggest thing is about this network thing. We’ll have to figure out how to scrape either using fans on bus or something how to scrape my connections
94 00:09:30.447 ⇒ 00:09:38.179 Uttam Kumaran: or somehow ascertain that. So that’s I think, something open ended. But I don’t know, Casey. I think you probably had an idea, anyway. So.
95 00:09:40.640 ⇒ 00:10:03.291 Craig Foldes (Crocs): If and don’t spend like a hundred or like 200 h on that. If that becomes a real problem, just let me know, like the the context on this is cold outreach doesn’t work like I just it. It’s not working for me. So if I was to send Utam an email. What I typically do is like, Hey, you know, can you bring a friend that’s more or less it. And what I’d like to be able to do is like, Hey, utam! I see that your friend
96 00:10:03.630 ⇒ 00:10:13.909 Craig Foldes (Crocs): Ivana, would be perfect for this session. Would you mind adding her, I just want one extra step of curation to make it super easy for him, and I’m hoping we could just scrape Linkedin for that.
97 00:10:14.050 ⇒ 00:10:16.100 Craig Foldes (Crocs): That’s that’s more or less the the why.
98 00:10:16.650 ⇒ 00:10:17.240 Uttam Kumaran: Okay.
99 00:10:19.320 ⇒ 00:10:29.559 Uttam Kumaran: okay, cool. I think, Casey, any other questions like, I’m hyper familiar with the program. And like, I can probably give you a good perspective. And then
100 00:10:29.990 ⇒ 00:10:32.170 Uttam Kumaran: we can text Craig to escalate.
101 00:10:32.280 ⇒ 00:10:36.059 Uttam Kumaran: I mean, I would like, let’s try to see something. Let’s try to get something
102 00:10:36.420 ⇒ 00:10:38.639 Uttam Kumaran: this week that we can send over
103 00:10:39.127 ⇒ 00:10:43.690 Uttam Kumaran: and then we can send over a loom to Craig and just make sure he’s good with the format of that
104 00:10:45.300 ⇒ 00:10:47.310 Uttam Kumaran: like. Otherwise I feel pretty good.
105 00:10:48.010 ⇒ 00:10:48.600 Craig Foldes (Crocs): Awesome.
106 00:10:49.090 ⇒ 00:10:52.530 Craig Foldes (Crocs): I yeah, the only thing I would. I would flag. Oh, go on, Amber.
107 00:10:53.360 ⇒ 00:10:54.450 Amber Lin: Go go ahead!
108 00:10:55.310 ⇒ 00:11:04.469 Craig Foldes (Crocs): You know, we have, like a year and a half’s worth of data right now, like a historical of Zoom sessions attended. I’ve got historical type forms, you know, filled out.
109 00:11:04.580 ⇒ 00:11:12.870 Craig Foldes (Crocs): It’s not all necessarily tied to the email address, although you can map it here like, I guess the question is, is, what do we want to do about that last year and a half.
110 00:11:14.760 ⇒ 00:11:18.649 Uttam Kumaran: Yeah, I mean, we will basically as long as we have their name
111 00:11:19.180 ⇒ 00:11:23.729 Uttam Kumaran: or some indication of their name, we can enrich that and then get their email
112 00:11:23.910 ⇒ 00:11:29.820 Uttam Kumaran: like, we will run them their E, we’ll run their name and their company through the enrichment to get their email
113 00:11:31.740 ⇒ 00:11:36.203 Uttam Kumaran: and then basically create like a joint mapping table. Ideally.
114 00:11:36.650 ⇒ 00:11:56.579 Craig Foldes (Crocs): What I’m sort of referring to, Tom. I don’t know if you’re seeing my screen, but, like, for example, I have your survey responses to the Ridge one, because your name is here, not your email. And then I have your survey responses to, you know, a different one. And theoretically, when I query this thing it should say. Here’s Whatam said across.
115 00:11:56.875 ⇒ 00:11:57.759 Uttam Kumaran: Yeah. Yeah. Yeah.
116 00:11:58.540 ⇒ 00:11:59.410 Amber Lin: Hmm.
117 00:11:59.410 ⇒ 00:12:01.400 Craig Foldes (Crocs): So that’s the question.
118 00:12:01.860 ⇒ 00:12:05.089 Uttam Kumaran: We’ll clean that up like we’ll clean that up. Yeah.
119 00:12:05.090 ⇒ 00:12:08.789 Craig Foldes (Crocs): You have access to every survey, all that stuff. So all good.
120 00:12:08.950 ⇒ 00:12:23.416 Uttam Kumaran: Okay, yeah, we’ll we’ll we’ll clean that up and make sure there’s 1 unique, like, identifier for everybody. That’s most likely email. I’ll show you, we’ll we’ll then show you like, Hey, we’ve these people we have email for we don’t. And then there may be some manual clean up. But like that’s totally fine.
121 00:12:24.650 ⇒ 00:12:31.817 Craig Foldes (Crocs): Awesome. I’m just thinking out loud, the yeah. Okay,
122 00:12:33.420 ⇒ 00:12:42.889 Craig Foldes (Crocs): reach out any questions. You can always email me like, I, I don’t. If it’s a pain in the butt to text like, I’ll I’ll get back to both. I just don’t want you to feel like you’re having to write a lot of stuff in text if it’s not.
123 00:12:42.890 ⇒ 00:12:52.029 Uttam Kumaran: I mean I would. I’d prefer. I don’t know how you feel amber, but like I prefer to do that than anything. That’s the easiest way. But like, we just have these processes.
124 00:12:52.030 ⇒ 00:12:58.640 Uttam Kumaran: This is for, yeah, we have some slower legacy clients. So they’re like, or you just try to.
125 00:12:58.640 ⇒ 00:12:59.110 Craig Foldes (Crocs): Easy.
126 00:12:59.110 ⇒ 00:13:00.740 Uttam Kumaran: Button up. Yeah. Okay.
127 00:13:00.740 ⇒ 00:13:14.899 Craig Foldes (Crocs): And and I think here’s the other thing that I’ll say Utam mentioned. He is deeply familiar with the project and the goals, so don’t feel like I’m a blocker on anything like Utam. I’m I’m comfortable with you, driving. You get it right. So like I.
128 00:13:14.900 ⇒ 00:13:25.429 Uttam Kumaran: Cool. Yeah, I’ll run it by you if it’s something that’s like, Yeah, that’s something that’s beyond but I think this document and we’ve talked now about this for like 3 or 4 times, so I feel pretty good.
129 00:13:26.336 ⇒ 00:13:31.370 Amber Lin: Do we wanna do like a meeting a week, or do we want to do everything? Async.
130 00:13:33.190 ⇒ 00:13:33.960 Uttam Kumaran: I like Async.
131 00:13:33.960 ⇒ 00:13:46.890 Uttam Kumaran: I mean, we can. Yeah, I think we’re good Async. And then if we need to hop on a phone call, we can just do that. I do want to have, like some defined touch points. So at least amber. On like Fridays, we should get a text summary
132 00:13:47.370 ⇒ 00:13:58.959 Uttam Kumaran: and an email summary over to Craig like, in the event we just happen to like, get all get busy and don’t talk so. At least we have one Friday touch point. So let’s just make sure that happens. Otherwise I’m sure we’ll
133 00:13:59.320 ⇒ 00:14:01.299 Uttam Kumaran: we’ll text and make it happen.
134 00:14:01.820 ⇒ 00:14:05.750 Amber Lin: Yeah, having that helps us like, have a mental deadline, too.
135 00:14:06.180 ⇒ 00:14:06.870 Amber Lin: Okay.
136 00:14:06.870 ⇒ 00:14:07.290 Uttam Kumaran: Yeah.
137 00:14:07.290 ⇒ 00:14:07.950 Craig Foldes (Crocs): And
138 00:14:08.330 ⇒ 00:14:16.659 Craig Foldes (Crocs): you know this is a bit vague, but good work begets more good work right? There’s stuff outside of just this. And then also, I’ve been speaking with you, Tom, like there are hundreds of
139 00:14:16.940 ⇒ 00:14:23.340 Craig Foldes (Crocs): direct consumer founder Ceos in this group. There’s a lot going on in AI like there’s a lot of cool shit we’ll be able to do. But this is kind of just what I wanna focus on@firstst
140 00:14:27.180 ⇒ 00:14:27.630 Craig Foldes (Crocs): Good.
141 00:14:27.930 ⇒ 00:14:38.120 Uttam Kumaran: No, totally. I mean, we want to blow. We want to sort of blow you away with this 1 first, st and then I think you’ll you’ll also see what our process is, and you’ll see what’s possible. It’ll get you to easier talk to like
142 00:14:38.530 ⇒ 00:14:41.169 Uttam Kumaran: what works well, what’s not possible, you know, so.
143 00:14:42.030 ⇒ 00:14:42.590 Craig Foldes (Crocs): Awesome.
144 00:14:44.402 ⇒ 00:14:47.390 Amber Lin: What do we think we can get this Friday?
145 00:14:47.890 ⇒ 00:14:49.499 Amber Lin: Then we have 2 more days.
146 00:14:49.640 ⇒ 00:14:51.520 Amber Lin: What can we get out of fighting?
147 00:14:52.130 ⇒ 00:14:54.710 Amber Lin: Doesn’t need. You don’t need to be here anymore. Crack working.
148 00:14:54.710 ⇒ 00:14:59.550 Craig Foldes (Crocs): Yeah, yeah, alright. You guys are in charge. I trust you. And if it can’t be Friday, that’s okay, too. Later, guys.
149 00:14:59.550 ⇒ 00:15:00.010 Amber Lin: Alright!
150 00:15:00.280 ⇒ 00:15:01.190 Uttam Kumaran: Thank you.
151 00:15:03.720 ⇒ 00:15:04.660 Casie Aviles: Okay.
152 00:15:04.660 ⇒ 00:15:05.290 Amber Lin: What do we think?
153 00:15:06.950 ⇒ 00:15:08.840 Casie Aviles: I think the automations first.st
154 00:15:12.440 ⇒ 00:15:15.710 Uttam Kumaran: Okay, which ones?
155 00:15:19.860 ⇒ 00:15:23.450 Casie Aviles: So by Friday I think we should be able to do like, at least.
156 00:15:25.740 ⇒ 00:15:26.710 Casie Aviles: Do you sorry.
157 00:15:26.710 ⇒ 00:15:29.219 Amber Lin: You want to share your screen.
158 00:15:29.670 ⇒ 00:15:30.730 Casie Aviles: Oh, okay. Sure.
159 00:15:32.350 ⇒ 00:15:43.620 Uttam Kumaran: Yeah. So so Craig is gonna be like, basically the opposite of ABC in terms of communication. He’s gonna want, like, very like what is actually happening. And how can I go check it and everything, Async.
160 00:15:43.860 ⇒ 00:15:51.650 Uttam Kumaran: so that should allow that should ideally allow us to just move faster. But also, I don’t know. The scope of what he wants is like very, very small, so.
161 00:15:51.650 ⇒ 00:15:52.320 Amber Lin: Yeah.
162 00:15:53.170 ⇒ 00:15:56.530 Casie Aviles: Yeah, I think these 3 should be able to do this by Friday.
163 00:15:58.257 ⇒ 00:15:59.989 Uttam Kumaran: The okay. Cool.
164 00:16:00.620 ⇒ 00:16:03.960 Amber Lin: Are we doing this in? What platform?
165 00:16:03.960 ⇒ 00:16:04.889 Amber Lin: Well, I guess.
166 00:16:05.560 ⇒ 00:16:14.320 Uttam Kumaran: Yeah, I guess. Maybe. Let me, let me tell you like looking at this, let me tell you what is like. I know that he would want to see. So the 1st thing is automations. I’m just gonna like.
167 00:16:14.670 ⇒ 00:16:17.490 Uttam Kumaran: move this, these each of these to like new pages.
168 00:16:17.900 ⇒ 00:16:18.530 Amber Lin: And.
169 00:16:19.480 ⇒ 00:16:23.529 Uttam Kumaran: And ideally like what these are all gonna be linear, like projects.
170 00:16:26.340 ⇒ 00:16:28.350 Uttam Kumaran: Each of these 2. Okay, so
171 00:16:29.680 ⇒ 00:16:35.370 Uttam Kumaran: event to survey, flow, individual attend Zoom Events to touch email with link to type, from survey
172 00:16:37.330 ⇒ 00:16:46.890 Uttam Kumaran: event, enrichment survey. Okay, so yeah, this is definitely like this, 1st one is high priority.
173 00:16:48.900 ⇒ 00:16:53.040 Uttam Kumaran: Second, one, second night.
174 00:16:54.520 ⇒ 00:16:57.820 Uttam Kumaran: So then, yeah, Casey, are you gonna do salt and clay? Or what are you gonna do.
175 00:16:59.846 ⇒ 00:17:01.530 Casie Aviles: I’m thinking of Zapier first.st
176 00:17:02.330 ⇒ 00:17:02.700 Uttam Kumaran: Okay.
177 00:17:04.109 ⇒ 00:17:04.990 Casie Aviles: I don’t.
178 00:17:04.990 ⇒ 00:17:11.140 Casie Aviles: There’s no arrangement here, I believe, yet. So I except for number 3. So this one, this should be clear. Yeah.
179 00:17:11.650 ⇒ 00:17:16.200 Uttam Kumaran: Okay, okay, makes sense.
180 00:17:16.839 ⇒ 00:17:17.690 Uttam Kumaran: So.
181 00:17:18.466 ⇒ 00:17:19.639 Amber Lin: Go ahead!
182 00:17:20.210 ⇒ 00:17:20.930 Amber Lin: Oh.
183 00:17:20.930 ⇒ 00:17:22.779 Uttam Kumaran: So, then the 3rd one.
184 00:17:22.780 ⇒ 00:17:24.810 Amber Lin: The Crm stuff, but we’ll see.
185 00:17:24.810 ⇒ 00:17:29.350 Uttam Kumaran: Yeah. So event to enrichment summary individuals. And the 3rd zoom event
186 00:17:29.700 ⇒ 00:17:32.759 Uttam Kumaran: type form survey sent back for deeper info.
187 00:17:32.960 ⇒ 00:17:35.440 Uttam Kumaran: So how are you gonna do this 3rd zoom event thing.
188 00:17:38.376 ⇒ 00:17:45.700 Casie Aviles: Yeah, I’m thinking, maybe we have, like a a tracker that maybe even just a spreadsheet that counts.
189 00:17:45.960 ⇒ 00:17:51.400 Casie Aviles: How many times each person or each individual has attended the event.
190 00:17:51.690 ⇒ 00:17:58.810 Casie Aviles: and then, once it hits the I guess 3 account of 3. Then it could trigger the automation.
191 00:18:00.120 ⇒ 00:18:16.919 Amber Lin: Yeah, I was thinking, because we have all the data of their all their past Zoom Events and their attendee names. And the names are hopefully gonna be the same. If not, we’re really gonna have to match them to email but based on that, we’ll be able to say, like. If count
192 00:18:17.050 ⇒ 00:18:23.300 Amber Lin: bigger than 3, then send, or if this is number 3, then send
193 00:18:28.400 ⇒ 00:18:29.470 Amber Lin: -oh!
194 00:18:30.530 ⇒ 00:18:32.689 Amber Lin: Don’t know where that’s gonna be done, though.
195 00:18:33.830 ⇒ 00:18:43.769 Amber Lin: like maybe. And clay would also work like if we put all of their attendees list for all Zoom Events in clay. That doesn’t seem like the right way to go.
196 00:18:44.690 ⇒ 00:18:49.000 Casie Aviles: I’m thinking I could just put it 1st in a spreadsheet in a Google spreadsheet.
197 00:18:50.210 ⇒ 00:18:50.630 Amber Lin: Oh, my God!
198 00:18:50.630 ⇒ 00:18:53.780 Uttam Kumaran: Yeah, I think I think you do it in a spreadsheet. You can do the count
199 00:18:53.950 ⇒ 00:18:56.620 Uttam Kumaran: basically like, just count how many times they show up.
200 00:18:56.770 ⇒ 00:19:09.320 Uttam Kumaran: and then when it gets to 3 you send, I think the only thing is you should also make sure to track if they’ve been sent or not, because sometimes, if, if it like, we make a mistake and it goes down to, and they come back, and then they get a 3rd one.
201 00:19:09.720 ⇒ 00:19:14.029 Uttam Kumaran: so that there just has to be some sort of prevention there. But that makes sense. I think
202 00:19:14.580 ⇒ 00:19:18.329 Uttam Kumaran: the 1st 2 are the highest priority. So let’s focus on those. For now.
203 00:19:19.160 ⇒ 00:19:21.950 Casie Aviles: And then we can get the 3rd one into a ticket. Basically.
204 00:19:23.350 ⇒ 00:19:25.560 Uttam Kumaran: So let’s talk about the Crm.
205 00:19:26.150 ⇒ 00:19:38.640 Amber Lin: Yeah for the Crm. I have a few ideas since I’m working with with the sales team. The 1st one is more of like a like querying through the past
206 00:19:39.440 ⇒ 00:19:42.250 Amber Lin: like, Thank you.
207 00:19:42.840 ⇒ 00:19:49.490 Amber Lin: Less of clay, I would say. This is like aggregating all the responses related to under one name. Right. So it just
208 00:19:49.970 ⇒ 00:19:57.720 Amber Lin: it just pulls all of that, and then probably summarizes through an AI. If we need AI, or just dump that in front of.
209 00:19:57.940 ⇒ 00:20:00.260 Amber Lin: And as the most basic product.
210 00:20:00.830 ⇒ 00:20:03.260 Amber Lin: just like everything associated with a name.
211 00:20:05.280 ⇒ 00:20:08.709 Uttam Kumaran: And but like, where is he gonna do that? Because he’s not in slack.
212 00:20:09.540 ⇒ 00:20:09.940 Amber Lin: Yeah.
213 00:20:09.940 ⇒ 00:20:11.450 Uttam Kumaran: Should we just create.
214 00:20:12.410 ⇒ 00:20:13.540 Amber Lin: A ui.
215 00:20:14.410 ⇒ 00:20:15.090 Amber Lin: Feeling that’s.
216 00:20:15.090 ⇒ 00:20:15.590 Uttam Kumaran: Understood.
217 00:20:15.620 ⇒ 00:20:26.380 Amber Lin: Too much big right now. All the events he attended and referrals he’s.
218 00:20:26.380 ⇒ 00:20:28.279 Uttam Kumaran: I would prefer you do it in slack.
219 00:20:30.960 ⇒ 00:20:31.510 Amber Lin: Oh!
220 00:20:31.970 ⇒ 00:20:34.400 Uttam Kumaran: I would prefer. We start in our slack and then ask him.
221 00:20:36.400 ⇒ 00:20:36.990 Amber Lin: Wait.
222 00:20:38.200 ⇒ 00:20:43.660 Amber Lin: Oh, sorry! Which one can we go a step back before we’re talking about the ui of like.
223 00:20:43.660 ⇒ 00:20:44.250 Uttam Kumaran: Okay.
224 00:20:44.470 ⇒ 00:20:49.710 Amber Lin: This needs to get all the events, referrals and surveys right.
225 00:20:49.860 ⇒ 00:20:50.530 Amber Lin: How.
226 00:20:50.530 ⇒ 00:20:51.200 Uttam Kumaran: Yeah.
227 00:20:51.200 ⇒ 00:20:59.869 Amber Lin: Where is all of these stuff, these stuff stored? And how are we gonna get that before we even give him back anything like, where are we getting all of these.
228 00:21:02.830 ⇒ 00:21:04.249 Uttam Kumaran: I guess, Casey, what do you think.
229 00:21:06.120 ⇒ 00:21:12.590 Casie Aviles: Yeah, we need like, we need to determine like the sources for these. Like, I think that’s what he showed earlier, the
230 00:21:13.430 ⇒ 00:21:18.670 Casie Aviles: just the spreadsheet does he have like a Crm. I don’t think he does right.
231 00:21:19.240 ⇒ 00:21:21.990 Casie Aviles: No, yeah. So it just a spreadsheet.
232 00:21:22.210 ⇒ 00:21:25.000 Amber Lin: Worksheet, and like type, form.
233 00:21:25.000 ⇒ 00:21:26.879 Uttam Kumaran: Yeah, it’s zoom spreadsheet type form.
234 00:21:26.920 ⇒ 00:21:34.690 Amber Lin: On zoom. Okay, awesome. And then so when? Where? When? Query is asked.
235 00:21:34.850 ⇒ 00:21:40.030 Amber Lin: go to all these sources, grab everything related to that name, and then we output.
236 00:21:40.030 ⇒ 00:21:41.720 Uttam Kumaran: No, no, no, no.
237 00:21:41.990 ⇒ 00:21:46.649 Uttam Kumaran: no, no! Now, now it’s like getting deeper. So you should. You just have to put all this.
238 00:21:46.930 ⇒ 00:21:52.539 Uttam Kumaran: This is where, like Casey, you have to put all this into super base. And then, when basically, when.
239 00:21:52.990 ⇒ 00:21:58.699 Uttam Kumaran: give me a snapshot of this person, it should just retrieve all the stuff about that person.
240 00:21:59.410 ⇒ 00:22:00.360 Amber Lin: Hmm.
241 00:22:00.860 ⇒ 00:22:01.450 Casie Aviles: Okay.
242 00:22:01.720 ⇒ 00:22:05.510 Uttam Kumaran: Again. This is like something where we’re. We’re not doing a good job of this
243 00:22:06.050 ⇒ 00:22:09.980 Uttam Kumaran: like for our internal stuff. And I’m like, gonna push that like
244 00:22:10.580 ⇒ 00:22:13.849 Uttam Kumaran: this isn’t just throwing all this into context, like
245 00:22:14.730 ⇒ 00:22:22.790 Uttam Kumaran: you need to have a mechanism that like when it says, Give me a snapshot of this person? A query is run like a super base. We pull all the records, and then
246 00:22:23.180 ⇒ 00:22:31.930 Uttam Kumaran: just the records related to Kareem, which can be the zooms you attended the referrals you made in a survey answers. Those get added into context, and then
247 00:22:32.090 ⇒ 00:22:37.640 Uttam Kumaran: the prompt is wrong. You see what I’m saying, and
248 00:22:38.970 ⇒ 00:22:40.479 Uttam Kumaran: I think I just have this.
249 00:22:41.320 ⇒ 00:22:47.669 Uttam Kumaran: So is this like I, wanna is this possible like, I feel comfortable with that.
250 00:22:51.265 ⇒ 00:22:59.679 Casie Aviles: Because right now, to be honest with the rug stuff. We we are still kind of, you know, testing it. And like
251 00:22:59.810 ⇒ 00:23:06.380 Casie Aviles: we’re not a hundred percent confident with, like the the retrieval quality. So that’s why.
252 00:23:06.380 ⇒ 00:23:06.645 Uttam Kumaran: Okay.
253 00:23:07.100 ⇒ 00:23:12.819 Uttam Kumaran: then then I’m gonna then I’m gonna take this one, then. So let me take. Let me take this on, because I’ll figure this out, and then I can share.
254 00:23:16.980 ⇒ 00:23:25.070 Uttam Kumaran: Does that? I mean the only way I know how to learn this is to go do it so I don’t. I’m not. If no one else can take it on for now, then, I’ll just take it on
255 00:23:27.550 ⇒ 00:23:29.800 Uttam Kumaran: So let’s talk about then. Yeah.
256 00:23:29.800 ⇒ 00:23:37.989 Amber Lin: Yeah, with that one. Right now, I think to to get this done, we need at 1st
257 00:23:38.440 ⇒ 00:23:39.893 Amber Lin: we get
258 00:23:41.020 ⇒ 00:23:49.219 Amber Lin: we need to get this person’s network right? We get we get name, and then we get their network. Probably via Linkedin.
259 00:23:49.830 ⇒ 00:23:52.880 Uttam Kumaran: And I think there’s a way to do that.
260 00:23:52.880 ⇒ 00:23:54.770 Uttam Kumaran: This Linkedin thing is not possible
261 00:23:58.082 ⇒ 00:24:04.659 Uttam Kumaran: like this is where like this getting neck network from Linkedin is not possible or like
262 00:24:05.130 ⇒ 00:24:09.369 Uttam Kumaran: it’s there’s not a clear path like I don’t know what the clear path is to getting that.
263 00:24:09.370 ⇒ 00:24:13.539 Amber Lin: I was I was looking at. Hey, reach! I do think there is.
264 00:24:14.540 ⇒ 00:24:19.639 Uttam Kumaran: Like, Hey, but hey, reach is for sending out messages.
265 00:24:20.660 ⇒ 00:24:21.400 Amber Lin: There’s a.
266 00:24:21.400 ⇒ 00:24:21.910 Uttam Kumaran: It’s.
267 00:24:22.270 ⇒ 00:24:24.509 Amber Lin: Part where you can create lead lists.
268 00:24:24.620 ⇒ 00:24:25.140 Amber Lin: That’s.
269 00:24:25.140 ⇒ 00:24:28.910 Uttam Kumaran: You can create them, but you have to add them manually.
270 00:24:30.136 ⇒ 00:24:35.729 Amber Lin: Here we can import from, say, Linkedin, if that’s how we figured out a sales go to market project, we can.
271 00:24:35.730 ⇒ 00:24:36.250 Uttam Kumaran: You can.
272 00:24:36.250 ⇒ 00:24:50.046 Amber Lin: Search from like a linkedin event. He reach pulls that pulls everyone who has interacted with it. I think you can. You can also do specific searches in Linkedin, and then it pulls all of that in. Let me just share my screen.
273 00:24:52.210 ⇒ 00:24:57.950 Uttam Kumaran: Yeah, I don’t. I don’t believe you can select a person in Aries and pull their entire network.
274 00:24:58.170 ⇒ 00:25:01.379 Uttam Kumaran: And also I don’t know how we get that out of, hey reach? Because
275 00:25:02.680 ⇒ 00:25:05.229 Uttam Kumaran: I don’t def. I don’t know whether this.
276 00:25:06.051 ⇒ 00:25:15.399 Amber Lin: We can go from. So here’s a few things that I think will be really helpful from our data platform and stuff. So want to answer your second question.
277 00:25:16.130 ⇒ 00:25:19.370 Amber Lin: Pull that out of, hey? Reach for this.
278 00:25:21.500 ⇒ 00:25:22.800 Uttam Kumaran: We’re using make.
279 00:25:23.260 ⇒ 00:25:25.560 Uttam Kumaran: Why are we using make.
280 00:25:27.030 ⇒ 00:25:29.500 Amber Lin: For our sales, go to market, project.
281 00:25:29.720 ⇒ 00:25:33.119 Uttam Kumaran: Why are we using? Why are we using? N, 8, n.
282 00:25:34.920 ⇒ 00:25:35.470 Amber Lin: Okay.
283 00:25:36.100 ⇒ 00:25:41.300 Uttam Kumaran: I just like, why are we using make, though, like, we’re we use? N, 8 n, for all of our other stuff.
284 00:25:42.550 ⇒ 00:25:43.580 Uttam Kumaran: Okay, whatever.
285 00:25:44.070 ⇒ 00:25:52.650 Amber Lin: Yeah, we’ll figure that out later. But ultimately, what I’m saying is that you can select here. You can select a specific list in a region. You can send it to Clay.
286 00:25:52.840 ⇒ 00:25:54.689 Amber Lin: So that’s how we get it out of there.
287 00:25:55.610 ⇒ 00:26:01.009 Uttam Kumaran: But like, how do you get the list in, hey? Reach of all the network of a person.
288 00:26:03.422 ⇒ 00:26:06.830 Amber Lin: Haven’t looked into the networks of a person, but you can definitely like.
289 00:26:06.830 ⇒ 00:26:08.370 Uttam Kumaran: It’s possible. That’s what I’m saying.
290 00:26:08.370 ⇒ 00:26:09.220 Amber Lin: Think, that.
291 00:26:10.350 ⇒ 00:26:16.960 Uttam Kumaran: I know, but you can’t. You’re not gonna be able to get pick a person and then say, give me all their network. It’s not possible.
292 00:26:17.850 ⇒ 00:26:22.010 Uttam Kumaran: like the only tool that can do this is, there’s this tool called Phantom Buster.
293 00:26:22.662 ⇒ 00:26:24.899 Amber Lin: I’ve looked into that. As well.
294 00:26:24.900 ⇒ 00:26:28.679 Uttam Kumaran: That’s the only thing that I know works, I think.
295 00:26:29.030 ⇒ 00:26:31.639 Uttam Kumaran: where you can put someone’s name in and get their
296 00:26:33.080 ⇒ 00:26:38.270 Uttam Kumaran: and get their network potentially. But like this isn’t something that net that Linkedin makes
297 00:26:38.620 ⇒ 00:26:40.960 Uttam Kumaran: like provides Api access to.
298 00:26:40.960 ⇒ 00:26:41.550 Amber Lin: Yeah.
299 00:26:43.270 ⇒ 00:26:50.779 Uttam Kumaran: So what I’m saying is like, I don’t. I? I want Casey like I need you to figure out whether this is possible like this isn’t. I’m gonna be on me or or amber.
300 00:26:51.320 ⇒ 00:26:54.199 Uttam Kumaran: So like, I want you to figure out like this architecture.
301 00:26:56.010 ⇒ 00:26:59.240 Casie Aviles: Yeah, I’m yeah. I can. I can take a look at this part.
302 00:26:59.240 ⇒ 00:27:07.119 Uttam Kumaran: So so this is where, like I wanted comments on the stock which is like, are these, are these things possible? Like it’s it can’t be up to me or amber to tell you to say
303 00:27:07.700 ⇒ 00:27:10.560 Uttam Kumaran: to pick, Hey, we need to use this or this or this like.
304 00:27:11.460 ⇒ 00:27:13.700 Uttam Kumaran: I’m not equipped to do this.
305 00:27:14.000 ⇒ 00:27:18.819 Uttam Kumaran: So like I, I need you to look at the stock and make sure that every single item is possible.
306 00:27:19.050 ⇒ 00:27:22.439 Uttam Kumaran: Right? That’s what I was sort of hoping for this meeting that we go through, because
307 00:27:22.780 ⇒ 00:27:28.409 Uttam Kumaran: if we would have known for this meeting that this is not possible, then I could have gone to Craig and said, this is not possible right now.
308 00:27:29.020 ⇒ 00:27:35.510 Uttam Kumaran: but like that’s what I. This is like what I need to see. But we’re not. Me, and amber are not gonna come to you
309 00:27:35.700 ⇒ 00:27:39.199 Uttam Kumaran: like they how to do every single thing here like.
310 00:27:39.310 ⇒ 00:27:41.719 Uttam Kumaran: I sort of need you to come and own this whole piece.
311 00:27:43.670 ⇒ 00:27:48.879 Uttam Kumaran: I can tell you which is the priority, but I can’t tell you how it’s done, otherwise I’ll just. I’ll just have to go do it.
312 00:27:51.860 ⇒ 00:27:58.540 Uttam Kumaran: so can we just can we just make sure that for every single one of these tasks we’re doing that there is a clear engineering
313 00:27:58.840 ⇒ 00:28:02.650 Uttam Kumaran: like a roadmap, like how it’s gonna get done.
314 00:28:02.810 ⇒ 00:28:05.560 Uttam Kumaran: For example, we just talked about the snapshot queries.
315 00:28:06.290 ⇒ 00:28:08.830 Uttam Kumaran: I didn’t know until 5 min ago that
316 00:28:09.610 ⇒ 00:28:13.750 Uttam Kumaran: there wasn’t a basically a path forward to execute on that. So I have to take it
317 00:28:14.400 ⇒ 00:28:21.219 Uttam Kumaran: like I, I really need help looking through all these and making sure it’s clear what you think you can do, and how long it’s gonna take, like
318 00:28:21.380 ⇒ 00:28:23.480 Uttam Kumaran: I can’t, I can’t keep asking for that.
319 00:28:30.420 ⇒ 00:28:34.519 Uttam Kumaran: So this is an open question right on how this is gonna happen
320 00:28:35.110 ⇒ 00:28:41.529 Uttam Kumaran: network surfacing and the draft outreach is easy. But the network surfacing is an open question.
321 00:28:43.240 ⇒ 00:28:47.250 Uttam Kumaran: So one ticket needs to be basically a spike on how to do that?
322 00:28:54.540 ⇒ 00:28:55.245 Uttam Kumaran: Sucks.
323 00:28:56.790 ⇒ 00:29:02.139 Uttam Kumaran: Okay, cool anything else like, can we have a check in like
324 00:29:02.890 ⇒ 00:29:08.979 Uttam Kumaran: sometime tomorrow? Cause I’m I wanna make sure that all this gets into tickets.
325 00:29:09.350 ⇒ 00:29:12.240 Uttam Kumaran: and that we have timelines on every single one.
326 00:29:13.420 ⇒ 00:29:13.960 Amber Lin: It’s for.
327 00:29:13.960 ⇒ 00:29:19.710 Uttam Kumaran: For for all, for all comfortable with what’s what goes into each. Then I think we’re good to just ticket it out.
328 00:29:27.625 ⇒ 00:29:41.449 Amber Lin: Take this or tomorrow. I’m gonna schedule a time for us as a as like a mental deadline. Maybe we can probably do it, Async, but I’m just gonna put it there so that we actually talk about it.
329 00:29:41.570 ⇒ 00:29:43.529 Amber Lin: Can’t get it done before then.
330 00:29:45.230 ⇒ 00:29:51.580 Amber Lin: Casey, how long do you think you need? I can help with the tickets. But, like, how long do you think you need for the roadmap.
331 00:29:53.730 ⇒ 00:29:58.620 Casie Aviles: So for the robot, just creating the roadmap, or, like.
332 00:29:58.940 ⇒ 00:30:01.250 Casie Aviles: given an estimation of the entire.
333 00:30:01.660 ⇒ 00:30:07.820 Uttam Kumaran: This is the thing like, I just wanna be very clear with like creating. The roadmap is like, not a. It’s like, not a
334 00:30:08.300 ⇒ 00:30:10.649 Uttam Kumaran: like a very specific deliverable, like.
335 00:30:10.760 ⇒ 00:30:16.249 Uttam Kumaran: What I need to know. What what needs to happen is all the items that need to get worked on need to be ticketed.
336 00:30:16.410 ⇒ 00:30:21.330 Uttam Kumaran: So, Casey, if you can own creating tickets for each of the tasks.
337 00:30:22.010 ⇒ 00:30:30.379 Uttam Kumaran: and then making sure that each of those has requirements like what is a goal. What is a problem? What’s the acceptance criteria? How do we know it’s done?
338 00:30:30.810 ⇒ 00:30:38.389 Uttam Kumaran: And then, making sure that all those are assigned to a project, then Amber and I can give you the priority on what’s important.
339 00:30:39.250 ⇒ 00:30:40.279 Uttam Kumaran: and then
340 00:30:40.390 ⇒ 00:30:46.169 Uttam Kumaran: we can then set the due date. If you know, hey, we’re going to take on these 3 things. And and these 3 are the priority.
341 00:30:46.610 ⇒ 00:30:51.659 Uttam Kumaran: So like, I don’t need a mirror board. I just need really specific tickets for each of these items.
342 00:30:52.780 ⇒ 00:30:55.879 Uttam Kumaran: I feel that’s the role. That’s the difference in responsibility. Here.
343 00:30:56.750 ⇒ 00:30:59.410 Casie Aviles: Okay, sure. I’ll make some tickets.
344 00:31:00.070 ⇒ 00:31:01.310 Uttam Kumaran: So a ticket
345 00:31:01.470 ⇒ 00:31:05.640 Uttam Kumaran: like if we can create a project for each, and then you can just create tickets for each of the key
346 00:31:06.210 ⇒ 00:31:07.820 Uttam Kumaran: tasks. I need to get done.
347 00:31:08.690 ⇒ 00:31:14.800 Uttam Kumaran: and then we can. All 3 of us can meet or do Async prioritization and then basically plan the next sprint.
348 00:31:16.560 ⇒ 00:31:16.880 Amber Lin: Yeah.
349 00:31:16.880 ⇒ 00:31:18.669 Uttam Kumaran: And then, yeah.
350 00:31:18.830 ⇒ 00:31:26.440 Amber Lin: Make good linear projects so welcome.
351 00:31:38.980 ⇒ 00:31:41.680 Amber Lin: Yeah, it was on. You were saying, Sorry.
352 00:31:42.477 ⇒ 00:31:49.690 Uttam Kumaran: No, that’s it. Yeah. I just think like, I wanna speak very, very specifically about like, where this get done like we can’t. I don’t wanna
353 00:31:49.970 ⇒ 00:31:55.729 Uttam Kumaran: meet on Monday and have like nothing done here. So I want to see tickets and linears.
354 00:31:56.340 ⇒ 00:32:02.369 Uttam Kumaran: And I want those to have requirements in Casey, you’re really equipped to do that like you don’t need to wait for Amber to do that.
355 00:32:02.640 ⇒ 00:32:13.310 Uttam Kumaran: And then I want all the 3 of us to either meet or do a sync on like what’s gonna happen first.st And then we can estimate and then basically plan for what’s happening by this Wednesday by this Friday. And what’s happening by next Friday?
356 00:32:14.187 ⇒ 00:32:15.859 Uttam Kumaran: That’s it. Very basic.
357 00:32:17.000 ⇒ 00:32:17.609 Casie Aviles: Bye, bye.
358 00:32:17.840 ⇒ 00:32:18.490 Uttam Kumaran: Sure.
359 00:32:18.490 ⇒ 00:32:26.000 Amber Lin: Let’s I’m gonna find a time on our calendars, feel free to move it. And then we can say.
360 00:32:29.560 ⇒ 00:32:30.230 Amber Lin: Yeah.
361 00:32:31.330 ⇒ 00:32:40.139 Amber Lin: good. I think we’re good for off the record for full parts me and Casey looked at. We scoped out a little bit. Look at the tickets, and
362 00:32:40.270 ⇒ 00:32:42.689 Amber Lin: pretty much I think we’re.
363 00:32:43.110 ⇒ 00:32:47.310 Amber Lin: We agree on the estimations in the notion, Doc.
364 00:32:47.520 ⇒ 00:32:48.630 Amber Lin: So
365 00:32:49.270 ⇒ 00:32:58.440 Amber Lin: I’m going to convert that into a linear project. And I, just from, I just want to see like, are we waiting for their yes, to go ahead? Or can we just get started.
366 00:32:59.090 ⇒ 00:33:00.659 Uttam Kumaran: For for this project.
367 00:33:01.480 ⇒ 00:33:02.830 Amber Lin: 2 parts, yeah.
368 00:33:02.940 ⇒ 00:33:03.660 Uttam Kumaran: Oh!
369 00:33:03.660 ⇒ 00:33:04.070 Amber Lin: That’s.
370 00:33:04.070 ⇒ 00:33:07.780 Uttam Kumaran: I mean, you have to talk to. You have to talk to Robert. I have no idea.
371 00:33:10.008 ⇒ 00:33:13.229 Amber Lin: On the on, the on the AI project stuff.
372 00:33:14.730 ⇒ 00:33:15.560 Uttam Kumaran: That’s true.
373 00:33:15.560 ⇒ 00:33:16.690 Amber Lin: Yeah, for AI.
374 00:33:18.990 ⇒ 00:33:24.050 Uttam Kumaran: yeah, I mean, I we don’t. I don’t think I haven’t looked at your scope, doc, yet, so
375 00:33:25.011 ⇒ 00:33:33.659 Uttam Kumaran: I need to look at that. And then we have to price that we have to. Basically, I saw I I just now saw your thing. So I have to review that before. And then we have to basically run it by them.
376 00:33:34.000 ⇒ 00:33:34.490 Uttam Kumaran: Yeah.
377 00:33:34.490 ⇒ 00:33:37.750 Amber Lin: Okay, that’s okay. So I just wanted to know, like, like, where.
378 00:33:37.750 ⇒ 00:33:39.350 Uttam Kumaran: I haven’t looked at it yet. Yeah, yeah.
379 00:33:39.350 ⇒ 00:33:40.970 Amber Lin: Yeah, that’s okay. Sounds good.
380 00:33:40.970 ⇒ 00:33:42.839 Uttam Kumaran: Oh, just remind me if I don’t get to it.
381 00:33:43.240 ⇒ 00:33:43.920 Amber Lin: Okay.
382 00:33:45.250 ⇒ 00:33:49.900 Uttam Kumaran: Okay, thanks. Guys, let’s crush this one. This is easy. Yeah, yeah, cool.
383 00:33:50.400 ⇒ 00:33:50.820 Amber Lin: Alrighty!
384 00:33:50.820 ⇒ 00:33:51.390 Uttam Kumaran: Thank you.
385 00:33:51.390 ⇒ 00:33:51.930 Amber Lin: Bye.
386 00:33:51.930 ⇒ 00:33:52.540 Uttam Kumaran: Bye.
387 00:33:52.710 ⇒ 00:33:53.380 Casie Aviles: Thank you.