Meeting Title: Zoom Meeting Date: 2025-06-02 Meeting participants: Uttam Kumaran, Robert Tseng
WEBVTT
1 00:00:27.540 ⇒ 00:00:28.270 Robert Tseng: Well.
2 00:00:29.220 ⇒ 00:00:29.970 Uttam Kumaran: Ew.
3 00:00:30.780 ⇒ 00:00:31.380 Robert Tseng: Hey!
4 00:00:32.910 ⇒ 00:00:34.300 Uttam Kumaran: Okay.
5 00:00:37.080 ⇒ 00:00:40.089 Uttam Kumaran: Pool parts sign pool parts. Gave a verbal yes.
6 00:00:40.590 ⇒ 00:00:42.269 Robert Tseng: Yeah, I saw that nice.
7 00:00:43.020 ⇒ 00:00:46.770 Uttam Kumaran: And I got the 1 75 on the overage.
8 00:00:47.710 ⇒ 00:00:48.300 Robert Tseng: Oh!
9 00:00:50.660 ⇒ 00:00:52.600 Uttam Kumaran: I try something out every time.
10 00:00:53.436 ⇒ 00:00:53.753 Uttam Kumaran: Yeah.
11 00:00:54.720 ⇒ 00:00:55.530 Uttam Kumaran: Okay,
12 00:01:03.860 ⇒ 00:01:04.860 Robert Tseng: Can you see my screen.
13 00:01:06.820 ⇒ 00:01:07.620 Uttam Kumaran: Yes.
14 00:01:09.577 ⇒ 00:01:12.150 Robert Tseng: Yeah, sorry. I’m just gonna try to make this quick.
15 00:01:12.150 ⇒ 00:01:12.890 Uttam Kumaran: Yeah, yeah.
16 00:01:13.080 ⇒ 00:01:13.955 Robert Tseng: So.
17 00:01:16.560 ⇒ 00:01:24.340 Robert Tseng: yeah. So there’s a couple of things here just in terms of like wordsmithing, like, I don’t really think I have the mental clarity to to fill this out right now. But.
18 00:01:24.340 ⇒ 00:01:25.700 Uttam Kumaran: I’ll do that. Yeah.
19 00:01:25.700 ⇒ 00:01:30.870 Robert Tseng: I had some ideas for that and then we had the
20 00:01:31.140 ⇒ 00:01:38.619 Robert Tseng: timeline here. I think this made sense, if anything, so a little bit lacking on the phase 3 side. So
21 00:01:38.800 ⇒ 00:01:43.869 Robert Tseng: hoping to just add a couple more things just to sell it in.
22 00:01:44.020 ⇒ 00:01:44.580 Uttam Kumaran: Okay.
23 00:01:45.560 ⇒ 00:01:58.840 Robert Tseng: I thought this was good to go. This is based off of a case study they sent me. I kind of reviewed it, and like, I was like trying to do like a, this is what you’re currently doing versus what you’d be able to do after with us.
24 00:01:59.110 ⇒ 00:02:07.320 Robert Tseng: So before data platform after yeah, the platform.
25 00:02:10.012 ⇒ 00:02:16.980 Robert Tseng: And then this is the same stuff as what you saw on the other slides, maybe slightly adjusted in the in the title.
26 00:02:17.450 ⇒ 00:02:22.830 Robert Tseng: Just give them some examples of what insights could look like.
27 00:02:23.030 ⇒ 00:02:23.370 Uttam Kumaran: Okay.
28 00:02:24.520 ⇒ 00:02:29.729 Robert Tseng: yeah, like the the team slide here, we could recycle the one that you had before. That’s totally fine.
29 00:02:29.950 ⇒ 00:02:32.010 Uttam Kumaran: Yeah, how about how about I just put this one in.
30 00:02:32.540 ⇒ 00:02:41.450 Robert Tseng: Yeah, that sounds good. And then I think they were. I’d probably want to want them to see just a generic architecture diagram.
31 00:02:42.060 ⇒ 00:02:43.230 Uttam Kumaran: Okay, I’m just gonna put.
32 00:02:43.230 ⇒ 00:02:43.620 Robert Tseng: This one.
33 00:02:43.620 ⇒ 00:02:45.719 Uttam Kumaran: And on on the 10th slide, and then.
34 00:02:50.750 ⇒ 00:02:51.540 Robert Tseng: Okay.
35 00:02:52.190 ⇒ 00:02:57.820 Robert Tseng: yeah, that’s pretty much it. I think everything appendix and onwards we can hide it unless they ask for more. So
36 00:02:58.010 ⇒ 00:03:00.889 Robert Tseng: I was just like trying to work through some other things
37 00:03:01.380 ⇒ 00:03:08.609 Robert Tseng: that I don’t think are necessary for for now. So I think that would be good just to send
38 00:03:08.750 ⇒ 00:03:11.050 Robert Tseng: those 1st 1010 slides.
39 00:03:11.890 ⇒ 00:03:14.033 Uttam Kumaran: On top of this. I’m gonna send
40 00:03:17.930 ⇒ 00:03:23.009 Uttam Kumaran: I’ll just probably send like a simple one of our simple one pagers. I’ll also send.
41 00:03:23.280 ⇒ 00:03:24.620 Uttam Kumaran: Yeah, like, our capability.
42 00:03:24.620 ⇒ 00:03:25.589 Robert Tseng: These stuff, yeah.
43 00:03:25.590 ⇒ 00:03:28.590 Uttam Kumaran: Yeah. And then I’ll also, I’m gonna share the
44 00:03:28.700 ⇒ 00:03:32.270 Uttam Kumaran: data platform documentation like, we have a template one
45 00:03:32.920 ⇒ 00:03:38.300 Uttam Kumaran: just showing like, Hey, you’re we’re gonna actually like this is like sort of examples of what you’ll get from us.
46 00:03:38.670 ⇒ 00:03:44.460 Uttam Kumaran: And then do you? Are you storing any like? You know, email templates anywhere in notion.
47 00:03:46.510 ⇒ 00:03:47.500 Robert Tseng: I’m not.
48 00:03:47.630 ⇒ 00:03:48.020 Uttam Kumaran: Okay.
49 00:03:48.020 ⇒ 00:03:54.159 Robert Tseng: Maybe maybe I am in like random, like toggles or dropdowns, but like not in like a database or anything.
50 00:03:54.320 ⇒ 00:03:55.940 Uttam Kumaran: Okay, I might write one.
51 00:03:56.470 ⇒ 00:03:58.270 Uttam Kumaran: And just so we have it.
52 00:03:59.153 ⇒ 00:04:04.750 Uttam Kumaran: Because I wanna just make it easy for us to be like for every single like.
53 00:04:04.870 ⇒ 00:04:10.529 Uttam Kumaran: for example, for every single like. First, st even 1st touch on a lead, like, after we talk to him, I want to send them a follow up. That’s like.
54 00:04:10.660 ⇒ 00:04:14.719 Uttam Kumaran: Hey, blah! Blah! And then here’s like 4 or 5 links for you to check out
55 00:04:15.287 ⇒ 00:04:18.380 Uttam Kumaran: like stuff we’ve done, or people we partner with, or whatever like.
56 00:04:18.769 ⇒ 00:04:23.479 Uttam Kumaran: just really sell it. So I’ll just keep that in the in a notion somewhere that it’ll it’ll be really easy.
57 00:04:24.100 ⇒ 00:04:24.790 Robert Tseng: Nice.
58 00:04:25.060 ⇒ 00:04:25.920 Robert Tseng: Okay.
59 00:04:26.170 ⇒ 00:04:31.660 Uttam Kumaran: Yeah, I think otherwise. The this deck is this, deck is great, so I’ll finish up. Slide 3
60 00:04:32.600 ⇒ 00:04:35.230 Robert Tseng: Yeah, I like make changes to this
61 00:04:36.470 ⇒ 00:04:47.720 Robert Tseng: one. I think it’s fine to send as is. But I think I just I mean, for the most part it’s the same. I just filled it in with a few more details. That they had shared in the second call.
62 00:04:48.090 ⇒ 00:04:50.530 Uttam Kumaran: So we’re not. We didn’t discuss any pricing with them.
63 00:04:52.140 ⇒ 00:04:58.199 Robert Tseng: No, it did, or, I guess, like. Well, he looked at this, and he he told his team 15 KA month.
64 00:04:58.430 ⇒ 00:04:59.880 Uttam Kumaran: Yeah, so I guess.
65 00:04:59.880 ⇒ 00:05:01.650 Robert Tseng: He referenced this so.
66 00:05:02.050 ⇒ 00:05:07.889 Uttam Kumaran: So what should I like? What should we try to do? Should we just try to be like.
67 00:05:11.420 ⇒ 00:05:14.660 Uttam Kumaran: I mean, should we try to sell them on the audit first, st and then.
68 00:05:15.960 ⇒ 00:05:24.300 Robert Tseng: Yeah, I think it’s still like 15 to 25 KA month is what you’re gonna expect. But if you want to start with something smaller. Go for the audit at 4.5
69 00:05:27.360 ⇒ 00:05:31.329 Robert Tseng: like, I don’t think we’re if anything. I thought the deck was more just like.
70 00:05:31.580 ⇒ 00:05:36.080 Robert Tseng: maybe the seems like the head of content. The Armand guy, right?
71 00:05:36.080 ⇒ 00:05:36.430 Robert Tseng: Yeah.
72 00:05:36.430 ⇒ 00:05:39.280 Robert Tseng: His name was. I think he’s the decision maker.
73 00:05:39.970 ⇒ 00:05:51.010 Robert Tseng: He? I guess I don’t think he I don’t think they know how much this stuff costs. Matt was mainly just the the guy who’s I guess he’s our advocate, I guess. And he was like.
74 00:05:51.230 ⇒ 00:05:52.650 Robert Tseng: yeah, like.
75 00:05:52.810 ⇒ 00:06:05.180 Robert Tseng: you brought us up to them. And you know, he he use use our numbers. So I think it’s that’s what they’re anchored to. And we’re just trying to justify to them like, why, why, we’re 15 KA month.
76 00:06:09.980 ⇒ 00:06:10.640 Uttam Kumaran: Okay.
77 00:06:11.420 ⇒ 00:06:16.680 Robert Tseng: So I I just didn’t. I didn’t touch anything in the pricing side. They didn’t seem to have an objection to the number.
78 00:06:17.130 ⇒ 00:06:19.609 Uttam Kumaran: So should I. Just should I lead with that? What do you think.
79 00:06:20.910 ⇒ 00:06:22.340 Robert Tseng: So.
80 00:06:24.500 ⇒ 00:06:28.220 Uttam Kumaran: Or should we? Should I just should I get them to like? Just be like, is this.
81 00:06:28.940 ⇒ 00:06:33.719 Uttam Kumaran: if the if you guys are okay with the scope. Then we can put together pricing.
82 00:06:36.000 ⇒ 00:06:38.660 Uttam Kumaran: I think I would just say, my biggest call out is.
83 00:06:39.420 ⇒ 00:06:42.389 Uttam Kumaran: you can start smaller with, like, if you want to start
84 00:06:42.990 ⇒ 00:06:49.009 Uttam Kumaran: smaller and just sort of have us work 2 weeks and get give you a roadmap and give you like. The decisions we would make
85 00:06:49.650 ⇒ 00:06:56.200 Uttam Kumaran: could do that. Or if you guys are open to it like we can start with a larger engagement and basically start get started.
86 00:06:58.300 ⇒ 00:07:03.509 Robert Tseng: Yeah. So I’m like, Re, looking at the email, I sent them. This was like, 2 months ago.
87 00:07:03.950 ⇒ 00:07:09.059 Robert Tseng: yeah, yeah, here’s pricing happy to do the 2 week 1st to break it down.
88 00:07:09.380 ⇒ 00:07:21.450 Robert Tseng: and basically what you’re saying give you the give you the roadmap before, and then after that, we would recommend a 3 month engagement at, you know, at our price, which was 1525. So
89 00:07:21.680 ⇒ 00:07:25.480 Robert Tseng: I feel like, maybe it’s just you coming at it from a different.
90 00:07:26.410 ⇒ 00:07:28.819 Robert Tseng: but saying the same thing with different words.
91 00:07:28.820 ⇒ 00:07:31.519 Uttam Kumaran: Okay, that’s fine. I’ll say the same thing. Different words.
92 00:07:31.520 ⇒ 00:07:32.110 Robert Tseng: Yeah.
93 00:07:32.510 ⇒ 00:07:34.120 Uttam Kumaran: What you said. Okay, alright.
94 00:07:37.510 ⇒ 00:07:45.789 Robert Tseng: Yeah, it’s kind of like cool. We did all this thinking, we consider the stuff that you sent us. And basically we’re gonna offer you the same thing.
95 00:07:46.160 ⇒ 00:07:48.995 Robert Tseng: What do you do? You have any objections.
96 00:07:49.800 ⇒ 00:07:53.040 Uttam Kumaran: Also slide slide 6 and 7 are pretty good.
97 00:07:53.230 ⇒ 00:07:54.400 Uttam Kumaran: I like these.
98 00:07:54.790 ⇒ 00:07:55.330 Robert Tseng: Yeah.
99 00:07:59.190 ⇒ 00:08:07.510 Robert Tseng: yeah, I think they talked about something internal, and they wanted something client facing. I don’t know. So I just gave them some examples.
100 00:08:10.480 ⇒ 00:08:12.903 Uttam Kumaran: Okay, yeah, perfect. I wanna give them
101 00:08:15.660 ⇒ 00:08:16.440 Uttam Kumaran: Okay.
102 00:08:16.950 ⇒ 00:08:19.729 Robert Tseng: Not all of it is brain forged stuff. Obviously.
103 00:08:19.730 ⇒ 00:08:21.600 Uttam Kumaran: No, I know just I don’t know.
104 00:08:21.600 ⇒ 00:08:22.613 Robert Tseng: Cool stuff.
105 00:08:23.460 ⇒ 00:08:28.800 Uttam Kumaran: I think I’m leaning towards throw as much stuff out there.
106 00:08:29.240 ⇒ 00:08:30.070 Robert Tseng: Yeah.
107 00:08:34.720 ⇒ 00:08:35.350 Robert Tseng: okay.
108 00:08:35.350 ⇒ 00:08:43.480 Robert Tseng: like I tried to. I tried to ask Hannah to jump. We have like a sample analysis deck. But I’m like, I don’t know how to. I don’t know how to make this like with fake data.
109 00:08:43.840 ⇒ 00:08:45.600 Uttam Kumaran: I don’t know to think about it.
110 00:08:46.020 ⇒ 00:08:48.840 Uttam Kumaran: but these slides are honestly great, and they’re really dense.
111 00:08:50.220 ⇒ 00:08:53.870 Robert Tseng: Yeah, the sample analysis deck didn’t really do it for me to be honest. So I just.
112 00:08:53.870 ⇒ 00:08:54.980 Uttam Kumaran: Yeah, I agree.
113 00:08:54.980 ⇒ 00:08:56.260 Robert Tseng: Freestyled, yeah.
114 00:08:58.180 ⇒ 00:09:00.890 Uttam Kumaran: Okay. Alright. Let me finish this up, and I’ll send that
115 00:09:02.226 ⇒ 00:09:04.010 Uttam Kumaran: I’ll send that right now.
116 00:09:04.310 ⇒ 00:09:05.640 Robert Tseng: Okay. Thank you.
117 00:09:06.030 ⇒ 00:09:07.379 Uttam Kumaran: Anything else.
118 00:09:08.448 ⇒ 00:09:16.211 Robert Tseng: No, I think client wise they’ve eaten kind of caught up. That was that was good. And then
119 00:09:17.090 ⇒ 00:09:28.249 Robert Tseng: spark plug made good headway need to do some actual work for read me tomorrow morning. And then, yeah, it’s just I’m just pushing, pushing those along.
120 00:09:28.420 ⇒ 00:09:33.409 Uttam Kumaran: For do you for gig radar? Do you want us to move that to Hubspot like
121 00:09:34.120 ⇒ 00:09:35.029 Uttam Kumaran: the ones we apply.
122 00:09:35.030 ⇒ 00:09:40.264 Robert Tseng: Yeah, I mean, I assume that all the all the all the gig radar leads are going into Hubspot.
123 00:09:40.990 ⇒ 00:09:42.119 Uttam Kumaran: Okay, I will set that up.
124 00:09:42.120 ⇒ 00:09:47.170 Robert Tseng: Yeah, we’re trying to not add any net new stuff into notion. Right? We’re just gonna slowly transition over to Hubspot.
125 00:09:47.170 ⇒ 00:09:50.439 Uttam Kumaran: Yeah, I guess that’s what the that’s mainly what I wanted to get your
126 00:09:50.950 ⇒ 00:09:54.069 Uttam Kumaran: feeling on is if we should just go ahead and rip that.
127 00:09:54.910 ⇒ 00:09:56.130 Robert Tseng: Yeah, I think so.
128 00:09:57.540 ⇒ 00:09:58.080 Uttam Kumaran: Okay.
129 00:09:58.410 ⇒ 00:10:05.960 Robert Tseng: Because it’s just more continuity, because, like notion, right now, we go to signing. And then it’s kinda just like, well, then, we just ask
130 00:10:06.570 ⇒ 00:10:10.310 Robert Tseng: Marianne to make a client page. And that’s that’s that. So
131 00:10:10.550 ⇒ 00:10:15.749 Robert Tseng: I feel like with Hubspot. That probably better account manage management. Yeah.
132 00:10:15.750 ⇒ 00:10:22.870 Uttam Kumaran: Yeah, I’m working closely with Mustafa on that. So I’m honestly, even if I go ahead, set up, I’m probably gonna even ask him to set up a lot of the Hubspot stuff.
133 00:10:23.560 ⇒ 00:10:24.610 Uttam Kumaran: Okay, cool. Bye-bye.
134 00:10:24.610 ⇒ 00:10:31.029 Uttam Kumaran: Do it alongside him. Yeah, and then do it alongside him, so that cause immediately. As soon as things move into phases.
135 00:10:31.400 ⇒ 00:10:35.950 Uttam Kumaran: other shit needs to get kicked off. So I wanna do it alongside him.
136 00:10:36.420 ⇒ 00:10:41.669 Uttam Kumaran: And he was actually amped to work on hubspot and clay, which I was like. Yo, let’s go so
137 00:10:43.420 ⇒ 00:10:45.569 Robert Tseng: Yeah, that’d be perfect to do all the
138 00:10:46.100 ⇒ 00:10:53.259 Robert Tseng: you know, as we’re thinking about what emails we want to send at different stages, like, if we could just automatically get that sent out. That’d be huge.
139 00:10:53.780 ⇒ 00:10:54.430 Uttam Kumaran: Yeah.
140 00:10:57.020 ⇒ 00:11:03.540 Robert Tseng: Right. We move someone into proposal generates the email template. We just have to plug in the proposal. And then.
141 00:11:03.540 ⇒ 00:11:11.720 Uttam Kumaran: Generate. So like in like, either, yeah, somewhere in either, if it’s in Hubspot, or if it’s in our Gmail or whatever. Yeah? And we start to basically document the whole process.
142 00:11:12.580 ⇒ 00:11:31.450 Robert Tseng: Yeah. Then, once they get the verbal confirmation it, we generally we get to just automatically send them the the nda after you know, we touch it. Yeah, I just, I can just see at the clothing stages. There’s a lot more just like handing them things that we need to. That would be good to automate. So if you, if that’s where he
143 00:11:31.560 ⇒ 00:11:36.620 Robert Tseng: yeah, if that’s easy to kind of get him to to do, then I think that’d be good.
144 00:11:37.070 ⇒ 00:11:37.650 Uttam Kumaran: Okay.
145 00:11:41.740 ⇒ 00:11:43.930 Uttam Kumaran: Okay. Alright. I’ll do that.
146 00:11:44.970 ⇒ 00:11:51.300 Robert Tseng: Cool yeah. And then I think that 11 laps like, podcast I mean, Ryan seemed hyped about it. But I thought that was really cool. I was like.
147 00:11:51.536 ⇒ 00:11:59.093 Uttam Kumaran: A little bit of that this morning beef even outside of you sending that as I was like, oh, shit. Yeah. I was also like, I’m gonna send this to the team.
148 00:12:00.420 ⇒ 00:12:08.290 Robert Tseng: Yeah, like, this is how we should be talking about our our AI work. Like, yeah. So anyway, it’s good.
149 00:12:10.240 ⇒ 00:12:13.350 Uttam Kumaran: And we have about. We have now, like 3 weeks of video
150 00:12:13.750 ⇒ 00:12:16.259 Uttam Kumaran: recorded, and clips are going up. So
151 00:12:17.020 ⇒ 00:12:19.710 Uttam Kumaran: feel like marketing is now in a pretty good groove.
152 00:12:20.510 ⇒ 00:12:23.319 Uttam Kumaran: The AI stuff is back in a pretty good groove, too.
153 00:12:25.680 ⇒ 00:12:28.079 Uttam Kumaran: And for the most part, like I I just
154 00:12:28.350 ⇒ 00:12:33.020 Uttam Kumaran: I I took action on the stuff that me you and Awaii talked about like the tech lead stuff. So
155 00:12:34.540 ⇒ 00:12:39.119 Uttam Kumaran: a wish is doing tech lead for matter more. And I help. I’m moving. ABC is moving back.
156 00:12:39.530 ⇒ 00:12:43.000 Uttam Kumaran: and urban stems is is doing well. So
157 00:12:43.250 ⇒ 00:12:46.710 Uttam Kumaran: I just told them a lot to try to stay close to you on.
158 00:12:47.630 ⇒ 00:12:49.890 Uttam Kumaran: Read me and spark plug
159 00:12:53.420 ⇒ 00:12:57.849 Uttam Kumaran: just so ideally like if they’ll start to ramp that that he’s there.
160 00:12:59.030 ⇒ 00:12:59.610 Robert Tseng: Yeah.
161 00:13:04.290 ⇒ 00:13:09.239 Uttam Kumaran: And then, yeah, I’ll I’ll keep pushing this Maga thing and as many of the other ones as possible.
162 00:13:12.060 ⇒ 00:13:12.369 Robert Tseng: Okay.
163 00:13:12.870 ⇒ 00:13:18.670 Uttam Kumaran: Try using some of the try using some of the agents in slack like for Eden this week
164 00:13:18.800 ⇒ 00:13:19.769 Uttam Kumaran: we made a bunch of improvements.
165 00:13:19.770 ⇒ 00:13:20.480 Uttam Kumaran: I will.
166 00:13:20.680 ⇒ 00:13:21.450 Robert Tseng: Bye.
167 00:13:21.720 ⇒ 00:13:29.810 Uttam Kumaran: And the team is much more receptive like, if you, if you, if you have something you’re like, it’s not able to do this. They can go figure it out and like.
168 00:13:30.520 ⇒ 00:13:32.010 Robert Tseng: It’s quite a few hours. So.
169 00:13:32.400 ⇒ 00:13:37.080 Uttam Kumaran: I’ve been using it a bunch, and it’s actually helpful. And then I’m also gonna load in a lot of my custom prompts.
170 00:13:37.630 ⇒ 00:13:40.869 Uttam Kumaran: We’re basically making it. So like, I’m just gonna my goal is just
171 00:13:40.990 ⇒ 00:13:44.929 Uttam Kumaran: start to use the stuff in slack versus what’s in my chat. Gpt.
172 00:13:45.620 ⇒ 00:13:52.409 Uttam Kumaran: which, like, I have like a bunch of stuff for like sales, copywriting bunch of different prompts. So I want to just start using it there. So people see it.
173 00:13:53.870 ⇒ 00:13:57.139 Uttam Kumaran: And you’ll be able to use it, you’ll be able to select a prompt. Honestly.
174 00:13:57.810 ⇒ 00:14:01.830 Uttam Kumaran: I want to write a case study. Let’s use the case. Study writer prompt, and it’ll do that.
175 00:14:02.490 ⇒ 00:14:08.569 Robert Tseng: Okay, yeah, I’ll I’ll use more of the slack, gpt workflows.
176 00:14:08.920 ⇒ 00:14:14.950 Uttam Kumaran: Yeah, it’s actually, surprisingly working a lot better getting there.
177 00:14:16.840 ⇒ 00:14:17.470 Robert Tseng: Okay.
178 00:14:18.260 ⇒ 00:14:20.379 Uttam Kumaran: Okay. Alright. Get some sleep.
179 00:14:21.000 ⇒ 00:14:23.079 Robert Tseng: Thank you alright. Talk to you tomorrow. Bye.
180 00:14:23.080 ⇒ 00:14:23.740 Uttam Kumaran: Bye.