Meeting Title: Robert Tseng’s Personal Meeting Room Date: 2025-05-22 Meeting participants: Robert Tseng, Mustafa Raja
WEBVTT
1 00:01:13.790 ⇒ 00:01:15.070 Robert Tseng: Hey, mustafa.
2 00:01:17.860 ⇒ 00:01:19.129 Mustafa Raja: Hey! How are you?
3 00:01:19.420 ⇒ 00:01:20.490 Robert Tseng: Good! How are you?
4 00:01:20.860 ⇒ 00:01:23.029 Mustafa Raja: Yeah, I’m I’m doing good.
5 00:01:24.030 ⇒ 00:01:26.820 Robert Tseng: How’s your is your 1st week? 1st 2 weeks.
6 00:01:27.340 ⇒ 00:01:29.100 Mustafa Raja: Yeah, it’s my 4th day.
7 00:01:29.450 ⇒ 00:01:30.660 Mustafa Raja: 4th day. Wow.
8 00:01:30.660 ⇒ 00:01:35.769 Robert Tseng: Yes, you’ve been here for longer. I see you all over slack and just being really active.
9 00:01:36.390 ⇒ 00:01:37.429 Mustafa Raja: Yeah, thank, you.
10 00:01:38.580 ⇒ 00:01:46.290 Robert Tseng: Yeah, well, so I I think, I know it’s late for you, so I don’t want to take up too much of your time. But we can just talk through.
11 00:01:46.410 ⇒ 00:01:56.569 Robert Tseng: I’ll I’ll pull up my screen, and you know we can kind of chat through anything you want. There. We’ll just kind of hover here.
12 00:01:57.510 ⇒ 00:02:06.120 Robert Tseng: sales go to market. AI. I think you’re here. Great. So yeah, this is the main channel that I use to communicate with the team. And then.
13 00:02:07.250 ⇒ 00:02:08.570 Robert Tseng: yeah, I guess
14 00:02:08.900 ⇒ 00:02:14.010 Robert Tseng: as far as like the project you’re asking specifically about, that’s the lead list builder here.
15 00:02:14.420 ⇒ 00:02:15.090 Mustafa Raja: Yeah.
16 00:02:15.350 ⇒ 00:02:19.300 Robert Tseng: Yeah. So we’ll just kind of start there so pretty much that’s like the app.
17 00:02:19.300 ⇒ 00:02:27.710 Robert Tseng: you know. Maybe you see, I don’t know how much context you’ve gotten already. Yeah, maybe you tell me what you what your understanding is, and then I’ll I’ll fill in the blanks.
18 00:02:28.570 ⇒ 00:02:53.879 Mustafa Raja: Yeah, so so my understanding. So my understanding is I have read read this document. So I know that the story one and 2 are getting data from 2 different fronts. And then Story 3 would be enriching them, maybe linking them to and then story 4 would be more of a monitoring thing.
19 00:02:54.860 ⇒ 00:03:06.770 Robert Tseng: Yeah, yeah, that’s right. So yeah, I think, you know, like, like you said, there are 2 different ways that I want to pull contacts, I guess. Like it’s gonna land in clay. So clay is kind of where
20 00:03:07.446 ⇒ 00:03:27.670 Robert Tseng: it’s kind of the hub for for what’s going on here. And then, like within clay, we can do some enrichment as well. So that’s like, you know, whatever whether it’s email or linkedin profile, we can use clay to kind of pull in everything else. And then it gets pushed into hubspot. So that’s kind of the last piece to it.
21 00:03:28.240 ⇒ 00:03:35.389 Robert Tseng: So have you gotten a demo of clay yet? Or like kind of have like, what? What’s your familiarity with these? Yeah.
22 00:03:36.050 ⇒ 00:03:48.269 Mustafa Raja: So I know clay clay is used for enrichment in data. I used it once, not very deeply. So I just have basic basic understanding of lay.
23 00:03:49.260 ⇒ 00:03:49.950 Robert Tseng: Okay.
24 00:03:50.280 ⇒ 00:03:57.459 Robert Tseng: got it? Yeah. So I think there’s a couple of things that are challenging about this story here. So you know, specifically
25 00:03:58.710 ⇒ 00:04:00.539 Robert Tseng: like clay works
26 00:04:00.660 ⇒ 00:04:06.440 Robert Tseng: easy. If you can get the list of emails or Linkedin profiles and just dump it in there.
27 00:04:06.968 ⇒ 00:04:11.290 Robert Tseng: I think we already have a couple of things set up in clay, I can.
28 00:04:12.540 ⇒ 00:04:14.989 Robert Tseng: So let’s see.
29 00:04:17.329 ⇒ 00:04:19.890 Robert Tseng: So Workspace.
30 00:04:22.019 ⇒ 00:04:27.349 Robert Tseng: Oh, it’s no. I want to get out of settings.
31 00:04:27.890 ⇒ 00:04:33.409 Robert Tseng: Yeah. So I had the team kind of work through this. Okay, I don’t know. This was like the best one. But
32 00:04:34.060 ⇒ 00:04:37.729 Robert Tseng: yeah. So this is what the Ui looks like. I mean, we can. You know we have.
33 00:04:38.190 ⇒ 00:04:44.569 Robert Tseng: We have a bunch of workbooks we used to work with like a clay agency. So I think there are some reference points here.
34 00:04:45.025 ⇒ 00:04:50.689 Robert Tseng: So maybe we’ll just pull one of these old ones as an example.
35 00:04:51.340 ⇒ 00:04:52.260 Robert Tseng: All right.
36 00:04:56.070 ⇒ 00:04:58.070 Robert Tseng: Yeah, so this was.
37 00:05:01.700 ⇒ 00:05:09.330 Robert Tseng: yeah, I think we have like a Linkedin filter that was like pretty much just like looking for startups. And we got like some of this
38 00:05:09.960 ⇒ 00:05:17.690 Robert Tseng: information. We dumped it in here and then use clay to go and pull out what the company services and products are.
39 00:05:17.990 ⇒ 00:05:19.260 Robert Tseng: who the
40 00:05:19.570 ⇒ 00:05:26.459 Robert Tseng: person is so like, based on the account, finding out who the key people are. So in this case we were looking for the founders.
41 00:05:27.420 ⇒ 00:05:33.890 Robert Tseng: getting the founders Linkedin, and then some other data around that. So this was just like what starting point?
42 00:05:34.760 ⇒ 00:05:35.120 Mustafa Raja: Yeah.
43 00:05:35.120 ⇒ 00:05:42.260 Robert Tseng: Yeah, I think the the I think challenge, like I said, is just about where the data is coming from. So to to put into the workbook.
44 00:05:42.380 ⇒ 00:05:58.740 Robert Tseng: And so, specifically, we haven’t done anything substantial about pulling in Linkedin data directly. We’ve never set up integration. So I think the team was looking into it. Yeah, apparently there were some challenges with using the Linkedin Api. I don’t know if it was like
45 00:05:58.870 ⇒ 00:06:07.279 Robert Tseng: I’m pretty sure I gave them all the upgrades they needed on, on play to go and get it. So like, if that’s that shouldn’t block. That shouldn’t be the blocker.
46 00:06:07.490 ⇒ 00:06:21.270 Robert Tseng: But yeah, I guess, as from a user perspective, this event based contact discovery, I go into my linkedin feed. I see, like an event that’s happening. So maybe we’ll just try to find an example.
47 00:06:22.840 ⇒ 00:06:24.280 Robert Tseng: So
48 00:06:27.840 ⇒ 00:06:33.600 Robert Tseng: I mean, this might take some time. I’m not entirely sure what event is going on.
49 00:06:34.380 ⇒ 00:06:34.830 Robert Tseng: Yeah.
50 00:06:34.830 ⇒ 00:06:35.400 Mustafa Raja: Okay.
51 00:06:36.650 ⇒ 00:06:40.389 Robert Tseng: Let’s just look for something. Come on me. Some posts here
52 00:06:44.820 ⇒ 00:06:45.860 Robert Tseng: from.
53 00:06:49.950 ⇒ 00:06:51.390 Robert Tseng: see? Let’s see.
54 00:07:02.520 ⇒ 00:07:18.260 Robert Tseng: Okay, I mean, this won’t be the one I want. But like, let’s use this as an example, like, okay, hey, this guy’s posting about like a data week event that’s going on. Obviously, it’s in October. So yeah, great. Now, I want to start like tracking this this keyword like Helsinki data week or something.
55 00:07:19.024 ⇒ 00:07:29.029 Robert Tseng: Oh, 1st off, I know everybody that’s here. I want to get everybody that interacted with this post. I want to pull them in, because I know that they’ve expressed interest in this event.
56 00:07:29.140 ⇒ 00:07:34.310 Robert Tseng: And then also I want to go and like, look for anybody else that’s posting about.
57 00:07:34.470 ⇒ 00:07:39.600 Robert Tseng: I’ll say he did a week. That’s not just me.
58 00:07:45.190 ⇒ 00:07:49.349 Robert Tseng: I guess I have to do that. Yeah, how you do exact match.
59 00:07:50.310 ⇒ 00:08:15.470 Robert Tseng: Great. Yeah. So like, there’s, you know, this Snowflake people are talking about it, too. So I would like everybody who engage with this as well. So like. There’s a couple of triggers that based off of that are kind of around any an event that I want to be able to capture and then put into a play table, and then we can kick off a couple of sequences with them. So that’s what really this is. Right? So based off the Linkedin event, URL or keyword stream like this one.
60 00:08:16.225 ⇒ 00:08:21.480 Robert Tseng: Yeah, extracting profiles of people who are engaging. So typically people who are commenting
61 00:08:22.200 ⇒ 00:08:27.240 Robert Tseng: and then be able to push those contacts quickly. So that’s what the first, st yeah, yeah.
62 00:08:27.870 ⇒ 00:08:30.279 Mustafa Raja: Yeah, I understand this one. Now.
63 00:08:30.440 ⇒ 00:08:31.750 Robert Tseng: Okay, got it?
64 00:08:32.019 ⇒ 00:08:36.059 Mustafa Raja: And and this one we. We have to do it from scratch right.
65 00:08:36.640 ⇒ 00:08:47.629 Robert Tseng: Yeah, I don’t. I mean, when I have Luke look into it. He didn’t give me a solution. I I mean, I would say, since you’re just looking into yourself, you know, we can just assume we haven’t done anything yet. If you want to.
66 00:08:48.000 ⇒ 00:08:50.980 Robert Tseng: Context, you could ask in the Channel. But like I
67 00:08:52.000 ⇒ 00:08:57.470 Robert Tseng: yeah, I I don’t. I don’t think Luke Luke didn’t give me any any getting any solutions, so I didn’t.
68 00:08:57.470 ⇒ 00:08:57.840 Mustafa Raja: Yeah.
69 00:08:57.840 ⇒ 00:08:59.220 Robert Tseng: Yeah, yeah.
70 00:09:00.480 ⇒ 00:09:00.875 Mustafa Raja: Okay.
71 00:09:01.740 ⇒ 00:09:10.499 Mustafa Raja: okay, I’ll I’ll look into this and please ex explain. What else parts am I getting myself into.
72 00:09:11.710 ⇒ 00:09:22.942 Robert Tseng: Okay, yeah, let’s let’s talk about story to that. So this one is maybe more similar to what already exists here. So it’s kind of like, okay, I want to come up with like a list of target accounts.
73 00:09:23.550 ⇒ 00:09:28.970 Robert Tseng: maybe sales. Navigator also Linkedin based. But
74 00:09:29.790 ⇒ 00:09:32.699 Robert Tseng: let’s say I’m in here I have my account list.
75 00:09:36.690 ⇒ 00:09:44.410 Robert Tseng: okay, this. Yeah. Court. Q, 1, 2025. Client leads. These are all the companies that I was trying to go after in q 1.
76 00:09:45.280 ⇒ 00:09:46.120 Robert Tseng: And like.
77 00:09:46.400 ⇒ 00:10:10.679 Robert Tseng: yeah, I may have like connected with a couple of people here and there, but like the idea is, I want to. You know, I think best practices like for any account we want to target. We should try to get connected to like 3 to 5 people there that are close to the decision maker, or already the decision maker. And so yeah, I want to be able to take this account name list from, you know, Linkedin.
78 00:10:10.890 ⇒ 00:10:20.000 Robert Tseng: I feel like this. One has a direct. You can ease. You can dump this in into claim without pulling anything, you know. Unique like I’m pretty sure I could just
79 00:10:20.140 ⇒ 00:10:47.200 Robert Tseng: export or like, do something with this lead list. Info, and push it in. But then from there I think the the task is more about like kind of executing something like this, where we’re not just finding one person at a single company. But we’re finding like 3 to 5 people and like, kinda and we can, we can figure out what those fields are. But like, I imagine it’s just like 3 to 5 people, their roles kind of like
80 00:10:47.840 ⇒ 00:10:53.050 Robert Tseng: some like quality score of like, whether or not we think, you know, like
81 00:10:53.950 ⇒ 00:11:23.490 Robert Tseng: like which offering we should hit them with like, maybe if they’re a marketing person, then it’s just like a tag here and I can. We can work together on the taxonomy there. But, like what I got hit them with our marketing analytics, sales, pitch, or whatever and that like kind of will be like a flag that we’ll use in when we’re setting up the campaigns so that I’ll be able to better, like, you know, test different campaigns or tailor the campaigns to the to the right to the right people.
82 00:11:24.090 ⇒ 00:11:24.820 Mustafa Raja: Yeah.
83 00:11:25.330 ⇒ 00:11:27.960 Robert Tseng: Yeah. So that’s what that second one is.
84 00:11:29.280 ⇒ 00:11:35.799 Robert Tseng: yeah, there’s just very, very different lot of different variations of this. Like, as you can see like I have.
85 00:11:36.330 ⇒ 00:11:40.349 Robert Tseng: But anyway, I could just keep coming up with more account lists, and
86 00:11:40.740 ⇒ 00:11:45.696 Robert Tseng: kind of executing against that. So yeah, that’s what? That’s what that one is.
87 00:11:46.910 ⇒ 00:12:01.089 Robert Tseng: yeah. Story 3. I feel like is really just an extension to both of these. It’s like the lists are already there like, what? What do we do to enrich them? So things like Linkedin email company, like we have like certain.
88 00:12:01.420 ⇒ 00:12:10.249 Robert Tseng: like, you know, baseline fields that we want. And then, you know, A as we generate more and more tables, we’re kind of, you know, trying to find like what the
89 00:12:11.120 ⇒ 00:12:19.870 Robert Tseng: yeah, what’s what’s actually valuable to to go and enrich. So at that point I think this is more iterative, like, I don’t really know what I don’t know. Kind of need to have
90 00:12:20.080 ⇒ 00:12:26.309 Robert Tseng: the the basics there and then I can start to think about like, what are, what are the next fields we want to go get?
91 00:12:27.990 ⇒ 00:12:47.030 Robert Tseng: Yeah. So for me, like what I would prefer to see is not just like building this out in pieces. I’d like to just take one. So whatever is easiest if this is like the easier one to go after, because I mean now that I’m talking through it, I think this is probably easier to set up. In the event. One. I would like to see it kind of go all the way through. So that I can actually
92 00:12:47.400 ⇒ 00:13:07.430 Robert Tseng: be able to see, you know I give you, or whatever our this system like our account list, and then it goes through. Clay gets all the enrichment, and then it ends up in Hubspot like I haven’t been able to see an end to end demo of that yet from our team yet, so I think that’s that would be what I’m what I’d like to see. The most.
93 00:13:08.150 ⇒ 00:13:09.310 Mustafa Raja: Yeah, okay.
94 00:13:10.920 ⇒ 00:13:17.050 Robert Tseng: Yep. So that’s it. That’s that’s really what the lead list builder is. Yeah.
95 00:13:17.980 ⇒ 00:13:19.469 Robert Tseng: any questions on that.
96 00:13:20.671 ⇒ 00:13:32.809 Mustafa Raja: Just to clarify so so you wouldn’t want me to work on stories individually. Right? You would want me to. Take this as a whole and create a demo.
97 00:13:33.798 ⇒ 00:13:44.669 Robert Tseng: Yeah, I would like to see the demo first.st To be honest, like, I just feel like why do I mean if it’s helpful to get check check ins like with each story like, that’s fine. But like.
98 00:13:44.870 ⇒ 00:13:52.420 Robert Tseng: yeah, I don’t need you to go in order, because I think maybe Story 2 is easier than story one, and then be able to do that.
99 00:13:53.620 ⇒ 00:14:01.899 Robert Tseng: And like Story 3. Is not that urgent? It’s like that’s like a enhancement. So maybe, like Story 2 plus story 4 is really just
100 00:14:02.230 ⇒ 00:14:07.619 Robert Tseng: first, st Demo. Right? So like, I think something like that would be a better. I would prefer that approach.
101 00:14:08.250 ⇒ 00:14:18.550 Mustafa Raja: Yeah, yeah, sure, yeah, I understand the requirements. I just need the tools clay. And whatever I would need to start working on this.
102 00:14:18.990 ⇒ 00:14:21.689 Robert Tseng: Okay. Let me see.
103 00:14:22.900 ⇒ 00:14:24.999 Robert Tseng: Do you have access to onepass yet?
104 00:14:27.319 ⇒ 00:14:28.679 Mustafa Raja: One password.
105 00:14:29.010 ⇒ 00:14:29.650 Robert Tseng: Yeah.
106 00:14:29.990 ⇒ 00:14:32.120 Mustafa Raja: Yeah, yeah, I do have access to that.
107 00:14:32.814 ⇒ 00:14:36.120 Robert Tseng: Like, Marianne set you up with, like what we have and everything there.
108 00:14:36.800 ⇒ 00:14:39.280 Mustafa Raja: Yeah, I had to set up my own account.
109 00:14:39.980 ⇒ 00:14:42.406 Robert Tseng: Oh, you have your own. Oh, interesting. Okay.
110 00:14:46.970 ⇒ 00:15:03.410 Robert Tseng: okay. Well, I know you’re not gonna probably get started on this today. I’m gonna go and just run it by. I I feel like Marianne should have set you up on something. So we have a company wide like, you know one pass, and with within that you can log into, you know.
111 00:15:03.410 ⇒ 00:15:04.390 Mustafa Raja: You can get one.
112 00:15:04.390 ⇒ 00:15:04.750 Robert Tseng: Quiet.
113 00:15:04.750 ⇒ 00:15:09.590 Mustafa Raja: The one pass I have is is the organization one?
114 00:15:11.353 ⇒ 00:15:12.100 Mustafa Raja: I don’t.
115 00:15:12.100 ⇒ 00:15:12.640 Robert Tseng: But yeah.
116 00:15:12.640 ⇒ 00:15:14.929 Mustafa Raja: I don’t know much about it yet.
117 00:15:14.930 ⇒ 00:15:18.420 Robert Tseng: Okay? Yeah. Well, yeah, if you type in the search bar and use.
118 00:15:19.230 ⇒ 00:15:25.179 Robert Tseng: See? Clay, you know what I don’t even have. I don’t even have the clay.
119 00:15:27.060 ⇒ 00:15:34.280 Robert Tseng: Okay? I I mean, yeah. Anyway, I I just typed in play, and I don’t even see it in mind. So like, I don’t think you will see it in yours, either.
120 00:15:34.730 ⇒ 00:15:35.210 Mustafa Raja: Oh, yeah.
121 00:15:35.210 ⇒ 00:15:39.869 Robert Tseng: Yeah, I’m gonna I’m gonna get Marianne to give you access to clay and then
122 00:15:40.960 ⇒ 00:15:46.739 Robert Tseng: what else would you need now? I mean as far as like Linkedin wise.
123 00:15:47.000 ⇒ 00:15:48.820 Robert Tseng: Yeah, it’s like, Linkedin.
124 00:15:49.080 ⇒ 00:15:51.820 Robert Tseng: Yeah, you should have access to that.
125 00:15:52.110 ⇒ 00:15:57.819 Robert Tseng: If you type that in it’s Utam’s linkedin, you can use that to go and like, get the.
126 00:15:57.950 ⇒ 00:16:01.579 Robert Tseng: you know, if you if you need to go and and hit the Api with anything.
127 00:16:03.930 ⇒ 00:16:06.420 Robert Tseng: Yeah, also follow up to just.
128 00:16:06.781 ⇒ 00:16:14.380 Mustafa Raja: I need. Yeah, I need someone to guide me on this one one password. I don’t see Linkedin here.
129 00:16:14.680 ⇒ 00:16:16.110 Robert Tseng: Okay, got it?
130 00:16:16.920 ⇒ 00:16:23.039 Robert Tseng: Yeah, I’ll I’ll send a couple of messages in the Channel to for people to go and and walk you through it.
131 00:16:23.680 ⇒ 00:16:24.930 Mustafa Raja: Yeah, thank you so much.
132 00:16:25.080 ⇒ 00:16:27.179 Robert Tseng: Okay. Alright. Well, thanks. Wasafa.
133 00:16:28.126 ⇒ 00:16:30.060 Mustafa Raja: Thank you for briefing. Thanks a lot.
134 00:16:30.300 ⇒ 00:16:31.000 Robert Tseng: Bye-bye.