Meeting Title: OTR | Launch Kickoff Date: 2025-05-27 Meeting participants: Amber Lin, Casie Aviles, Craig Foldes
WEBVTT
1 00:00:14.300 ⇒ 00:00:15.490 Craig Foldes: What’s up, Casey?
2 00:00:16.850 ⇒ 00:00:18.460 Casie Aviles: Hey? What’s up, Greg?
3 00:00:18.650 ⇒ 00:00:20.429 Craig Foldes: How goes it? Thank you for all your work.
4 00:00:24.400 ⇒ 00:00:25.360 Craig Foldes: Can you hear me?
5 00:00:28.320 ⇒ 00:00:29.779 Craig Foldes: Sorry, Justin? Can you hear me.
6 00:00:30.068 ⇒ 00:00:31.220 Casie Aviles: Hear you now. Yeah.
7 00:00:31.220 ⇒ 00:00:37.468 Craig Foldes: Awesome. Thank you for for all your work. I it’s great that some of these are ready. Can we start with the
8 00:00:38.280 ⇒ 00:00:43.409 Craig Foldes: The zoom thing like I. My zoom is totally screwy now, and I just want to know how to set it up the right way.
9 00:00:44.340 ⇒ 00:00:45.540 Craig Foldes: Okay, yeah. Sure.
10 00:00:45.540 ⇒ 00:00:47.089 Craig Foldes: So let me share my screen.
11 00:00:52.650 ⇒ 00:00:53.779 Craig Foldes: Are you seeing this.
12 00:00:55.333 ⇒ 00:00:55.770 Casie Aviles: Yep.
13 00:00:56.850 ⇒ 00:00:57.340 Craig Foldes: So
14 00:01:00.290 ⇒ 00:01:15.290 Craig Foldes: I log in, and then I go to schedule a meeting, and I’ll do. What time is it? I’ll pretend to be 4 o’clock Tuesday. Test for Casey. And then I’ll do. Registration required.
15 00:01:17.400 ⇒ 00:01:18.200 Craig Foldes: And then.
16 00:01:18.200 ⇒ 00:01:18.890 Casie Aviles: Yes.
17 00:01:19.100 ⇒ 00:01:24.510 Craig Foldes: I I undo these, and I just do register, require authentication to join.
18 00:01:24.620 ⇒ 00:01:28.120 Craig Foldes: and I’ll do on and on, and then I save this, and.
19 00:01:28.120 ⇒ 00:01:28.700 Casie Aviles: Yes.
20 00:01:28.700 ⇒ 00:01:32.010 Craig Foldes: It breaks. Nobody can access it like this has happened multiple times.
21 00:01:33.460 ⇒ 00:01:39.659 Casie Aviles: Oh, yeah, that the the problem there is the only thing there is that you have to send out these registration links
22 00:01:39.990 ⇒ 00:01:42.279 Casie Aviles: for them to actually get the
23 00:01:42.510 ⇒ 00:01:44.889 Casie Aviles: join URL for the Zoom Meeting.
24 00:01:44.890 ⇒ 00:01:58.780 Craig Foldes: No, I mean, I I did. I did send them the registration links, and then they click it. And it. It doesn’t work like it says that they can’t register that I’ve had to like approve them, or something like that. I got a text from someone today.
25 00:02:03.320 ⇒ 00:02:10.679 Craig Foldes: not sure. If you get people saying there were issues with the Zoom registration for today, you use the link, and then it says it’s only for authorized registrants only.
26 00:02:13.336 ⇒ 00:02:20.309 Casie Aviles: Okay? Yeah. I think they also have to be logged in to their zoom account.
27 00:02:24.090 ⇒ 00:02:29.886 Craig Foldes: alright, but you don’t know what the the issue is. It just kind of got a little messed up. What’s up? Amber
28 00:02:30.670 ⇒ 00:02:32.940 Craig Foldes: But from what you can tell, I’m doing it right.
29 00:02:34.590 ⇒ 00:02:41.340 Casie Aviles: Yeah, that’s that’s how I tested it. And that’s how I managed to sign in.
30 00:02:42.050 ⇒ 00:02:56.557 Craig Foldes: Okay? Okay. Well, let’s walk me through. The welcome flow. I mean that it’s ready to go is amazing. So I go here we’ve got. This is sort of our main source of truth.
31 00:02:58.030 ⇒ 00:02:58.710 Casie Aviles: Yes.
32 00:02:59.500 ⇒ 00:03:17.790 Craig Foldes: And so there’s an AI one, and it’ll just send an email. Hey, Jason, so happy, Mike, at simple Modern recommended you. Here are upcoming sessions. Can you just confirm that? That’ll come from my Craig at off the record Groupco email? I don’t know if that’s set up in klaviyo. But I definitely want it to be.
33 00:03:19.529 ⇒ 00:03:26.520 Casie Aviles: Yes, I did. Create like a flow there where it gets triggered by Zapier. And
34 00:03:26.970 ⇒ 00:03:31.530 Casie Aviles: yeah, and it uses your email. So I switched out the emails with
35 00:03:32.060 ⇒ 00:03:35.820 Casie Aviles: your email. Now, before it was the Gmail.
36 00:03:36.220 ⇒ 00:03:43.450 Craig Foldes: Okay. When we turn it on, will it send it historically or no, it’ll only be when I add new people right.
37 00:03:44.260 ⇒ 00:03:46.490 Casie Aviles: Yes, for for new people only.
38 00:03:46.490 ⇒ 00:04:08.450 Craig Foldes: Okay, great. So let me let me log into klaviyo and sort of toy around with the messaging and stuff. But that’ll be that’ll be good. Okay. And then how did it go with the with the type form and the zoom of like retroactively filling people in for the the slack bot. Did you get good coverage.
39 00:04:09.988 ⇒ 00:04:18.941 Casie Aviles: No, I haven’t done it actually. But what I did explore there was type form I I could get like I just checked out if I could export the
40 00:04:20.029 ⇒ 00:04:30.849 Casie Aviles: they call this the people who submitted the form. So I I did see that. But I haven’t like created a new sheet to dump those into.
41 00:04:31.270 ⇒ 00:04:45.139 Craig Foldes: Okay. So what you’re doing is you’re kind of like downloading. And I want it to be like everyone. So you’ll download all of these old ones. You’ll dump it all into a spreadsheet within our Google Doc, and then you’ll create a pivot table off of it more or less.
42 00:04:46.458 ⇒ 00:04:48.129 Casie Aviles: Yes, yes, more or less like that.
43 00:04:48.130 ⇒ 00:04:55.524 Craig Foldes: And then I can kind of query that all right, reach out with any questions, but sounds great. This is cool, I guess. Let’s
44 00:04:56.020 ⇒ 00:04:57.707 Craig Foldes: Let’s launch the
45 00:04:58.410 ⇒ 00:05:02.650 Craig Foldes: The welcome flows. I just need to go in and mess with the copy. But
46 00:05:03.362 ⇒ 00:05:04.890 Craig Foldes: give me one second.
47 00:05:05.670 ⇒ 00:05:06.840 Craig Foldes: Do you know.
48 00:05:10.710 ⇒ 00:05:12.180 Craig Foldes: Do you know what?
49 00:05:13.480 ⇒ 00:05:19.240 Craig Foldes: All right, I’ll have to figure this out. But okay, let’s let’s launch it. Great cool. Set them both live.
50 00:05:20.070 ⇒ 00:05:20.730 Casie Aviles: Okay.
51 00:05:21.540 ⇒ 00:05:22.620 Craig Foldes: Thanks for the great work.
52 00:05:23.070 ⇒ 00:05:24.080 Amber Lin: Exciting Craig.
53 00:05:24.080 ⇒ 00:05:24.760 Casie Aviles: Sure.
54 00:05:25.630 ⇒ 00:05:26.210 Craig Foldes: Bye.
55 00:05:26.510 ⇒ 00:05:27.040 Amber Lin: No.
56 00:05:27.040 ⇒ 00:05:27.820 Casie Aviles: Alright. Thank you.
57 00:05:27.820 ⇒ 00:05:29.239 Craig Foldes: I just wanted to talk and make sure it was all.
58 00:05:31.020 ⇒ 00:05:32.370 Amber Lin: Okay, we’ll catch up, I said.
59 00:05:34.150 ⇒ 00:05:35.090 Casie Aviles: Thanks. Everyone.
60 00:05:35.780 ⇒ 00:05:36.959 Amber Lin: Thank you, Casey.