Meeting Title: Robert Tseng’s Personal Meeting Room Date: 2025-06-04 Meeting participants: Robert Tseng, Fireflies.ai Notetaker Awaish, Annie Yu, Josh , Demilade Agboola, Awaish Kumar
WEBVTT
1 00:01:59.820 ⇒ 00:02:01.079 Annie Yu: Hello, Robert!
2 00:02:02.740 ⇒ 00:02:03.510 Robert Tseng: Hey, Annie.
3 00:02:07.120 ⇒ 00:02:10.210 Robert Tseng: where are you starting your trip next week?
4 00:02:12.280 ⇒ 00:02:20.839 Annie Yu: I’m leaving on 1, 2121st but then I’ll be working from home until the next
5 00:02:21.600 ⇒ 00:02:29.620 Annie Yu: Thursday, so I’m taking a Friday off, and then all the way through, 1st 1st of July weekend.
6 00:02:31.000 ⇒ 00:02:37.709 Robert Tseng: I see. Okay. So it’s not like I. For some reason I thought we were gonna overlap in Europe. I I don’t know why I thought that, but.
7 00:02:37.710 ⇒ 00:02:38.210 Annie Yu: Okay.
8 00:02:39.130 ⇒ 00:02:40.609 Robert Tseng: Oh, wait! You said you were gonna.
9 00:02:41.255 ⇒ 00:02:41.510 Annie Yu: The.
10 00:02:44.050 ⇒ 00:02:45.755 Robert Tseng: Yeah, you wouldn’t mind starting early.
11 00:02:46.675 ⇒ 00:02:47.310 Annie Yu: Yeah.
12 00:02:47.310 ⇒ 00:02:47.800 Robert Tseng: Oh!
13 00:02:48.635 ⇒ 00:02:54.499 Annie Yu: Do you do like all the fun things in the morning, and then work at night? There.
14 00:02:54.844 ⇒ 00:03:00.350 Robert Tseng: Yeah. Well, it’s it’s more like, I’m pretty much just working full time at this point.
15 00:03:00.990 ⇒ 00:03:11.709 Robert Tseng: I’m just. I’m just not in New York yet. Just like a couple of events and meetups that I do here and there. But other than that or it’s it’s kind of business, as usual right now.
16 00:03:12.416 ⇒ 00:03:13.350 Annie Yu: Got it.
17 00:03:13.350 ⇒ 00:03:13.910 Robert Tseng: Yeah.
18 00:03:18.940 ⇒ 00:03:22.120 Josh : Hello, team! How is it going.
19 00:03:24.010 ⇒ 00:03:24.390 Robert Tseng: Good.
20 00:03:24.900 ⇒ 00:03:25.400 Demilade Agboola: Pretty good.
21 00:03:25.400 ⇒ 00:03:27.900 Robert Tseng: Yeah, we’re just just trickling in.
22 00:03:29.280 ⇒ 00:03:31.860 Josh : Yeah, trickling? In, huh?
23 00:03:32.250 ⇒ 00:03:32.970 Robert Tseng: Yeah.
24 00:03:34.070 ⇒ 00:03:39.709 Josh : I love to hear it. I’m pouring some coffee. It’s nice, beautiful day here in Michigan.
25 00:03:40.600 ⇒ 00:03:41.440 Robert Tseng: Hmm.
26 00:03:42.600 ⇒ 00:03:45.289 Josh : You know, can’t ask for much more.
27 00:03:45.760 ⇒ 00:03:46.420 Robert Tseng: Yeah.
28 00:03:47.140 ⇒ 00:03:51.640 Josh : I don’t know if you ever been to Michigan in the summer, but it’s like the only time worth living here.
29 00:03:52.310 ⇒ 00:03:54.839 Robert Tseng: I was born in Michigan. If you didn’t know that.
30 00:03:54.840 ⇒ 00:03:56.179 Josh : I did not know that we’re at.
31 00:03:57.200 ⇒ 00:03:58.219 Robert Tseng: In Troy.
32 00:03:58.805 ⇒ 00:04:02.099 Josh : Troy dude! That’s funny. That’s also my son’s name.
33 00:04:02.950 ⇒ 00:04:03.370 Robert Tseng: Oh, really.
34 00:04:03.780 ⇒ 00:04:06.070 Josh : Yeah, one of one of my sons.
35 00:04:06.570 ⇒ 00:04:15.320 Robert Tseng: Yeah. One of my cousins just got married out there last week or last last year, so I was there last year. But other than that. I don’t really go back often.
36 00:04:15.800 ⇒ 00:04:18.899 Josh : Yeah, you’re not missing too much. I wouldn’t worry about it.
37 00:04:19.950 ⇒ 00:04:22.900 Josh : but that’s cool. I didn’t know you’re a Michigander.
38 00:04:23.360 ⇒ 00:04:30.880 Robert Tseng: Yeah, not really. I kind of moved out to California when I was young. But I still have some connections there. Yeah.
39 00:04:32.220 ⇒ 00:04:35.840 Robert Tseng: are you alumni. So.
40 00:04:36.510 ⇒ 00:04:39.109 Josh : Hey! Go blue me, too! Let’s go.
41 00:04:39.110 ⇒ 00:04:40.629 Robert Tseng: No way. Okay. I didn’t know that.
42 00:04:40.630 ⇒ 00:04:42.740 Josh : Yeah. That’s why I live here. Bro.
43 00:04:43.160 ⇒ 00:04:45.489 Robert Tseng: Oh, I don’t know a lot of people.
44 00:04:45.490 ⇒ 00:04:49.689 Josh : Why also would I be out here? I live. I live 15 min from Ann Arbor.
45 00:04:50.280 ⇒ 00:04:51.750 Robert Tseng: Oh, wow, okay.
46 00:04:52.130 ⇒ 00:04:55.980 Robert Tseng: I thought, yeah, okay, well, I don’t know what I thought. But yeah.
47 00:04:57.100 ⇒ 00:04:57.600 Josh : Yeah.
48 00:04:57.600 ⇒ 00:05:07.800 Robert Tseng: Okay. Well, I guess I wish it’s gonna be late. I think there’s a bit of an overlap, but we’ll we’ll get into it. There’s a few things that we need to
49 00:05:08.670 ⇒ 00:05:12.690 Robert Tseng: resolve. I’ll share my screen.
50 00:05:20.160 ⇒ 00:05:23.770 Robert Tseng: Okay, yeah, actually, maybe if we could.
51 00:05:27.940 ⇒ 00:05:51.529 Robert Tseng: I just want to call out that like, if you guys could keep keep your tickets updated before we jump on, these calls would be helpful. I think. I I was like moving stuff this morning, which I would prefer not to do on these calls, because I feel like we can talk about more productive things. So yeah, just wanna call that out that we should anything that’s in progress
52 00:05:51.660 ⇒ 00:06:12.199 Robert Tseng: like, I don’t want to see more than like a couple in progress per person like. I imagine that a lot of these have been worked on, and we need to kind of move them through the different stages. I always start with the most urgent ones on the stuff that we’re waiting for feedback from, either externally or internally. So I’ll just kind of start here with everything that’s here. I’ve kind of followed up on
53 00:06:12.606 ⇒ 00:06:25.169 Robert Tseng: Andy. I know that with Jonah, like he had some discrepancy with the data set that he was looking at. But other than that, I think the queries are are great. I think that’s talk. We’re just kind of waiting to see what he comes back with there.
54 00:06:25.995 ⇒ 00:06:32.720 Robert Tseng: Medkit stuff, are we clear there, I know. Like there was, I guess, Josh, for context, like
55 00:06:32.960 ⇒ 00:06:37.449 Robert Tseng: the reason why the daily reports like kind of that automation broke was because, like.
56 00:06:37.600 ⇒ 00:06:51.760 Robert Tseng: I tried to consolidate our access a bit more, and I switched a tableau license over to to Tron without really realizing that it was gonna break something so that should be fixed. Moving forward.
57 00:06:53.440 ⇒ 00:06:54.200 Josh : Okay.
58 00:06:54.800 ⇒ 00:06:55.370 Robert Tseng: Yeah.
59 00:06:57.210 ⇒ 00:07:00.000 Josh : I do like when they come as a Pdf.
60 00:07:00.210 ⇒ 00:07:05.760 Josh : Truthfully, when it comes to the Pdf. And slack. It’s a lot easier just on mobile.
61 00:07:06.270 ⇒ 00:07:07.030 Josh : What?
62 00:07:08.480 ⇒ 00:07:12.610 Josh : But not a big deal I I get. That’s a totally separate thing than what you’re saying. I get that.
63 00:07:12.820 ⇒ 00:07:19.460 Josh : But and I understand why the melody of you. Why, you’re sending it the way you’re sending it.
64 00:07:20.020 ⇒ 00:07:26.770 Josh : But okay, I think as long as it is, we know. And we’re we have a plan to fix it cool.
65 00:07:27.740 ⇒ 00:07:28.500 Demilade Agboola: Yeah, it should be.
66 00:07:28.500 ⇒ 00:07:28.910 Robert Tseng: See.
67 00:07:28.910 ⇒ 00:07:31.561 Demilade Agboola: I’ll be back up and running tomorrow.
68 00:07:33.080 ⇒ 00:07:38.649 Robert Tseng: Well, we’re doing email Pdfs like, Wait, what did? Why didn’t we do slack Pdfs.
69 00:07:39.920 ⇒ 00:07:44.430 Demilade Agboola: Because I’m not sure what you mean by that. So it’s an email Pdf.
70 00:07:44.750 ⇒ 00:07:50.039 Demilade Agboola: that it gets sent, it gets forwarded to slack. And that’s what shows in like the different channels.
71 00:07:50.160 ⇒ 00:07:54.949 Demilade Agboola: So they have 4 different channels, where, like they receive Pdfs every morning.
72 00:07:56.860 ⇒ 00:08:00.530 Robert Tseng: Oh, I see. Yeah, I just, I just clicked it. So, okay.
73 00:08:00.700 ⇒ 00:08:05.249 Robert Tseng: But in order to access the Pdf, it has to let go into a browser, or whatever.
74 00:08:05.540 ⇒ 00:08:09.910 Josh : Yeah, that’s what I’m saying. It was just like a hey, just a direct Pdf.
75 00:08:10.970 ⇒ 00:08:13.663 Josh : that would be just save one extra step.
76 00:08:15.090 ⇒ 00:08:15.856 Demilade Agboola: Oh, okay.
77 00:08:19.390 ⇒ 00:08:22.879 Robert Tseng: I actually didn’t realize that I thought we could just download it straight off of that quick.
78 00:08:22.880 ⇒ 00:08:26.290 Robert Tseng: You guys, you see what it? Yeah. You see that there, Marty, we go.
79 00:08:26.710 ⇒ 00:08:28.539 Demilade Agboola: Oh, no, I’m just. I’m just in your linear.
80 00:08:29.800 ⇒ 00:08:38.259 Robert Tseng: Oh, you’re seeing my linear. Okay? Well, I didn’t share my full screen. But basically like you, you click on the email link. And then it it doesn’t download the Pdf directly.
81 00:08:38.500 ⇒ 00:08:45.549 Robert Tseng: I guess. Yeah, we can. We can talk about that if we want. If we want to see how we could change that later. But okay.
82 00:08:45.550 ⇒ 00:08:48.539 Demilade Agboola: Because how I see it is just a Pdf.
83 00:08:48.820 ⇒ 00:08:55.259 Demilade Agboola: I’m guessing, maybe because I I set it up. Maybe that that plays a role. But I just see it as a Pdf. And I click on the Pdf
84 00:08:55.600 ⇒ 00:08:57.239 Demilade Agboola: and it just downloads.
85 00:08:57.470 ⇒ 00:08:59.710 Demilade Agboola: That’s kind of how I see it.
86 00:09:00.330 ⇒ 00:09:06.760 Robert Tseng: I see. Yeah, it doesn’t do that for me, and I’m I’m pretty sure it doesn’t do that for others as well. Then.
87 00:09:07.100 ⇒ 00:09:08.789 Demilade Agboola: Okay, we can look into that.
88 00:09:09.090 ⇒ 00:09:13.370 Robert Tseng: Yeah, okay.
89 00:09:13.370 ⇒ 00:09:21.680 Josh : Yeah, it’s like a small thing. It’s just kind of an annoyance. I mean, it still works. It’s not like it’s like a P. 4 bug. It’s still like a bug to me, but it’s not like a
90 00:09:22.540 ⇒ 00:09:24.450 Josh : it’s not like a showstopper.
91 00:09:25.450 ⇒ 00:09:32.930 Robert Tseng: Okay, yeah, no, we’ll we’ll I’ll I’ll I’ll throw something up there. So try to 8 Pdfs.
92 00:09:43.780 ⇒ 00:09:44.660 Josh : Okay.
93 00:09:44.770 ⇒ 00:09:47.200 Robert Tseng: Anything else on the med kit thing.
94 00:09:48.000 ⇒ 00:09:51.169 Robert Tseng: I think we it looked like we caught up there, but they bought it.
95 00:09:54.471 ⇒ 00:10:05.070 Demilade Agboola: To be honest at this at this point, I don’t necessarily think this task is that important? Because the the logic of this was trying to split it into like start maintenance.
96 00:10:05.460 ⇒ 00:10:09.999 Demilade Agboola: I’m not necessarily sure like that is necessarily heavy.
97 00:10:10.280 ⇒ 00:10:17.240 Demilade Agboola: like. I don’t think that will necessarily correlate into any like major business wins, is there?
98 00:10:18.440 ⇒ 00:10:19.220 Demilade Agboola: I don’t know.
99 00:10:19.780 ⇒ 00:10:25.250 Robert Tseng: I mean, we can close it out. But like it’s, it’s still high priority here, and like in the feedback. So.
100 00:10:25.640 ⇒ 00:10:27.640 Demilade Agboola: Yeah, fair enough, fair enough. I’ll I’ll.
101 00:10:27.640 ⇒ 00:10:36.459 Robert Tseng: You. You let you let me know like, if if if this should be adjusted like, I think that’s where we should, we should, we should take it out. If it’s not, if it’s not important anymore.
102 00:10:37.160 ⇒ 00:10:41.940 Demilade Agboola: Yeah, fair enough. I’ll I’ll put my thoughts down in the in the ticket and move the ticket accordingly.
103 00:10:42.210 ⇒ 00:10:43.420 Robert Tseng: Okay, thanks.
104 00:10:46.310 ⇒ 00:10:55.019 Robert Tseng: yeah. Same thing with this. I know that this was pretty loaded. You wanted to split this out to multiple tickets. Or I guess this one is just like the last
105 00:10:55.490 ⇒ 00:11:01.520 Robert Tseng: last changes. I kind of set it for end of week, so we’ll have to touch. Talk about it now. But any any thoughts there.
106 00:11:02.000 ⇒ 00:11:09.630 Annie Yu: Yeah, this one is for the order journey. And can you scroll up a little bit? I’m just making sure if this is
107 00:11:10.881 ⇒ 00:11:13.770 Annie Yu: can you go up? Just a little bit more?
108 00:11:16.560 ⇒ 00:11:25.549 Annie Yu: Oh, yeah. So for this one. Yeah, I can add that top line. But I do think we have a separate ticket for for just
109 00:11:25.700 ⇒ 00:11:29.090 Annie Yu: like more more stuff for for older journey.
110 00:11:29.760 ⇒ 00:11:30.380 Robert Tseng: Yeah.
111 00:11:31.870 ⇒ 00:11:41.490 Robert Tseng: okay, but the top line hasn’t been added. I guess we were talking yesterday about like order of priority here like this is less and more cosmetic. And so maybe you’re working on the other one.
112 00:11:45.020 ⇒ 00:11:46.419 Annie Yu: Which is the other one.
113 00:11:47.170 ⇒ 00:11:49.790 Robert Tseng: Well, yeah, I don’t know like that. That’s where I’m like, what.
114 00:11:49.790 ⇒ 00:11:57.350 Annie Yu: The other one would mean the vial size that part, and I don’t.
115 00:11:57.350 ⇒ 00:12:00.730 Robert Tseng: That’s for forecasting. That’s something.
116 00:12:02.810 ⇒ 00:12:05.400 Robert Tseng: Yeah. I mean, we have the active Sema
117 00:12:05.760 ⇒ 00:12:12.950 Robert Tseng: thing here, like the report lifecycle reporting here thing here, and then we have. You have another one. That’s.
118 00:12:14.470 ⇒ 00:12:14.870 Annie Yu: Okay.
119 00:12:14.870 ⇒ 00:12:16.380 Robert Tseng: I guess this is just the.
120 00:12:16.810 ⇒ 00:12:17.320 Annie Yu: Yeah.
121 00:12:18.894 ⇒ 00:12:25.039 Annie Yu: Yes, this one for product. The Ltv metric table
122 00:12:25.550 ⇒ 00:12:32.379 Annie Yu: there is. There was like a 50 ish difference yesterday, but I do think.
123 00:12:32.590 ⇒ 00:12:47.719 Annie Yu: always just create another Pr pending my review and merge. So once that goes through, everything should be fixed both the Ltv key map for marketing dash as well as the Ltv metric table. For this product. Drill down.
124 00:12:47.990 ⇒ 00:12:52.060 Annie Yu: and then some other things for this
125 00:12:52.240 ⇒ 00:12:55.080 Annie Yu: product road on dashboard. There is this
126 00:12:55.320 ⇒ 00:12:59.859 Annie Yu: short loom that I recorded specifically want your feedback on?
127 00:13:01.410 ⇒ 00:13:07.760 Annie Yu: If anything needs to be like changed or like not necessary
128 00:13:09.580 ⇒ 00:13:10.820 Annie Yu: But then
129 00:13:11.280 ⇒ 00:13:20.580 Annie Yu: also for this ticket the category view. We still don’t have the right model and the product switching as well.
130 00:13:23.740 ⇒ 00:13:25.229 Robert Tseng: What’s blocking us there.
131 00:13:27.703 ⇒ 00:13:40.330 Annie Yu: There are 2 tickets. If if you screw up this one, yeah, the category mapping and
132 00:13:41.990 ⇒ 00:13:45.870 Annie Yu: another one that’s for product switching.
133 00:13:53.610 ⇒ 00:13:54.270 Robert Tseng: Okay.
134 00:13:59.010 ⇒ 00:14:07.940 Robert Tseng: yeah, I mean, well, we. So the only one that really has been asking us for those categories has been Joanna, right? Like, I’m just trying to think, if that’s it, that may not be the most urgent.
135 00:14:08.760 ⇒ 00:14:11.890 Annie Yu: Yeah, that that request was coming from her.
136 00:14:12.130 ⇒ 00:14:14.909 Robert Tseng: Okay. I mean, we’re gonna add him for one.
137 00:14:14.910 ⇒ 00:14:16.390 Annie Yu: What’s that?
138 00:14:17.080 ⇒ 00:14:18.679 Robert Tseng: So what sorry? What did you say?
139 00:14:18.980 ⇒ 00:14:22.699 Annie Yu: No, I’m I’m just saying, I’m sure color is aware as well, because she.
140 00:14:22.700 ⇒ 00:14:23.280 Robert Tseng: Okay.
141 00:14:23.280 ⇒ 00:14:25.679 Annie Yu: Put that message in a channel.
142 00:14:26.320 ⇒ 00:14:26.940 Robert Tseng: Okay.
143 00:14:30.320 ⇒ 00:14:33.290 Josh : I think one of the other one of the other things for me.
144 00:14:33.990 ⇒ 00:14:40.809 Josh : It’s just starting to get a better handle of like building a machine around our actual profitability with Jonah
145 00:14:40.910 ⇒ 00:14:56.960 Josh : like, you know what I mean like? That’s 1 of the big questions I always have is like, Hey, you know, like before month end close, like, how good is the month gonna be? And like we have this wide ranging, you know, like, before we close the books like we could either be down 500 grand or up 500 grand.
146 00:14:57.540 ⇒ 00:15:15.089 Josh : And so I could think it’s a problem that I don’t really have a good intuition yet how to solve, because there is just some variance, like, you know, like there’s, you know, billing from Google, there’s billing from, you know, legal. There’s all sorts of other things, but like just from like a very basics of like, Hey, our cogs! And
147 00:15:15.210 ⇒ 00:15:19.429 Josh : you know, like all this other stuff like we should, we should be able to get pretty close.
148 00:15:19.710 ⇒ 00:15:23.249 Josh : So I think talking to Jonah about that would be really helpful.
149 00:15:24.720 ⇒ 00:15:29.990 Robert Tseng: Yeah, I mean, order, level profitability. We we did that product level profitability. We did that
150 00:15:30.130 ⇒ 00:15:42.090 Robert Tseng: patient profitability. We’ve been working with Jonah on. So it’s like, kind of, we’re going up to different layers of abstraction here. Yeah. So that’s like, that is something that we are actively working with him on.
151 00:15:42.590 ⇒ 00:15:48.610 Josh : And then, like maybe maybe by like product line as opposed to just like product.
152 00:15:49.660 ⇒ 00:15:56.159 Josh : I don’t know. I don’t. I don’t know. Like right now, my trust level on the product. Profitability is not super high.
153 00:15:57.330 ⇒ 00:15:57.780 Robert Tseng: Okay.
154 00:15:57.780 ⇒ 00:16:06.971 Josh : It’s it’s like 70%, I’d say. And the reason why is because, like there is a little bit of nuance that I think we should be exploring
155 00:16:07.400 ⇒ 00:16:16.550 Josh : cause when we start thinking about cogs like the way I think about cogs is fees from the platform, fees from credit cards.
156 00:16:17.280 ⇒ 00:16:26.460 Josh : or a firm, or whatever doctors costs, and then cost of goods sold from the the drugs themselves.
157 00:16:27.610 ⇒ 00:16:31.029 Josh : And there’s so much variability based on like the plan, type
158 00:16:31.500 ⇒ 00:16:38.069 Josh : and all of those other things that like, I feel like we’re probably close in a lot of cases. We’re never quite there.
159 00:16:39.260 ⇒ 00:16:45.044 Robert Tseng: Yeah, I mean, cogs wise. We just have this Google sheet that Rebecca’s team maintains.
160 00:16:45.430 ⇒ 00:16:51.099 Josh : Yeah. And if there’s something better like, you know what I mean, like, if we’re at the point we’re like, Hey, maybe we need to start thinking about.
161 00:16:51.700 ⇒ 00:17:20.619 Josh : like, you know, some sort of some sort of like a real system, like if if that’s something that you want the team at the Emr side to build out like, let’s do it like, you know, if it’s like some sort of like, you know, erp Emr crm, kind of hybrid product like, I’m cool with that. But like, I would say, like for you guys in order for you guys to get the data that you want start like pounding down that door to the tech team and say, Hey, look, guys, this is what we need
162 00:17:21.250 ⇒ 00:17:22.269 Josh : for the Bi.
163 00:17:22.618 ⇒ 00:17:40.390 Demilade Agboola: I think it’ll be important for us to figure out how Rebecca gets the like cogs data, and then we can figure out what loopholes are currently in that process and what we can then use the Emr what we can build to then fill out those holes basically.
164 00:17:42.140 ⇒ 00:17:42.810 Robert Tseng: Yeah.
165 00:17:42.910 ⇒ 00:17:50.099 Robert Tseng: I think, I mean, this is more of like, it’s not gonna affect the the reporting immediately. But I think Dame, a lot of.
166 00:17:50.210 ⇒ 00:18:00.019 Robert Tseng: I think this could be something that you can. You can own. And we can work with the Emr team more proactively, just like how I guess a wish is doing that on the marketing side.
167 00:18:01.530 ⇒ 00:18:02.690 Demilade Agboola: Okay. Sounds good.
168 00:18:03.400 ⇒ 00:18:04.150 Robert Tseng: Yeah, so.
169 00:18:04.150 ⇒ 00:18:18.349 Josh : I’m just trying to give you the vision I’m trying to give you the vision for, like what I want to see out of like that team. And then I see you guys playing a really critical role, especially as you guys start expanding the scope here into like how that ends up working.
170 00:18:18.720 ⇒ 00:18:19.370 Robert Tseng: Yep.
171 00:18:20.190 ⇒ 00:18:20.990 Robert Tseng: Okay.
172 00:18:23.900 ⇒ 00:18:38.939 Robert Tseng: Cool. Yeah, Annie, anything. Yeah. Let’s let’s jump to whatever you you’re blocked by. I know there’s some I don’t want to go and and move tickets. I think you guys can move it afterwards. So whatever we need to talk through, let’s let’s talk about it.
173 00:18:49.000 ⇒ 00:18:52.450 Annie Yu: I still have one query to deliver for the.
174 00:18:53.940 ⇒ 00:19:01.830 Annie Yu: I think, one query and dashboard to deliver for the refund, so I will still need to meet with them a lot to work on that.
175 00:19:02.150 ⇒ 00:19:04.000 Robert Tseng: Okay on the refund stuff. Yeah.
176 00:19:06.570 ⇒ 00:19:15.209 Robert Tseng: yeah, there’s a couple of new requests that came in. So I’ll probably add those as well. But those are, I mean, I’ll know. The refund thing probably is higher priority.
177 00:19:15.610 ⇒ 00:19:23.549 Annie Yu: Okay, and back to the product. Drill down dash, just can you let me know? So what’s the priority? Now
178 00:19:23.800 ⇒ 00:19:28.150 Annie Yu: on each? Different sections of that ticket?
179 00:19:28.700 ⇒ 00:19:35.339 Robert Tseng: Yeah. So I know we broke this up into different sections here. Right? So I mean, I thought that, okay, we were trying to
180 00:19:35.850 ⇒ 00:19:41.180 Robert Tseng: resolve the 50 customer discrepancy seems like oasis. Fix that, and I haven’t.
181 00:19:41.180 ⇒ 00:19:43.229 Robert Tseng: Yes, Pr, but you’ll review it.
182 00:19:43.530 ⇒ 00:19:49.099 Robert Tseng: And then so that should unblock you. So you can actually build out the new cohort report
183 00:19:49.290 ⇒ 00:19:53.580 Robert Tseng: right? We’re gonna add it to a couple of dashboards, and then we can push that out for review.
184 00:19:53.910 ⇒ 00:20:00.929 Robert Tseng: And then, in the meanwhile, we need to add categories. Right? And that’s that’s the that’s the next thing we can. We can go and investigate.
185 00:20:02.845 ⇒ 00:20:03.430 Annie Yu: Yeah.
186 00:20:04.200 ⇒ 00:20:10.020 Annie Yu: So for that product which now will be a little that will come a little later. Is that correct?
187 00:20:11.030 ⇒ 00:20:18.180 Robert Tseng: Yeah, I mean the the category stuff I can help. I can help push on that like, I think we’ve talked around it. And we just just need to
188 00:20:18.330 ⇒ 00:20:23.139 Robert Tseng: basically just need Cutter or Joanna to review the
189 00:20:23.630 ⇒ 00:20:29.220 Robert Tseng: on. I mean, whatever I’ll yeah, I’ll I’ll make sure that those categories are we have. We haven’t clear on there.
190 00:20:29.710 ⇒ 00:20:30.240 Annie Yu: Okay.
191 00:20:30.620 ⇒ 00:20:33.679 Robert Tseng: Yeah, I’m gonna reassign this to myself.
192 00:20:38.050 ⇒ 00:20:48.050 Annie Yu: Yeah, once I review those numbers, I can ship the Ltv heat map for Mattesh today. And then the Ltv metric table to Joanna.
193 00:20:48.470 ⇒ 00:20:55.879 Robert Tseng: Great. Yeah, I’m not actually clear on what this switching model is. Is this related to the new model that wish is pushing.
194 00:20:56.730 ⇒ 00:20:58.820 Robert Tseng: And we’re adding gender. No, this is different.
195 00:20:59.870 ⇒ 00:21:03.379 Robert Tseng: Oh, I see customers that went from one product to another.
196 00:21:03.670 ⇒ 00:21:05.010 Annie Yu: Yeah, yeah.
197 00:21:05.200 ⇒ 00:21:05.595 Robert Tseng: Okay.
198 00:21:10.910 ⇒ 00:21:17.650 Robert Tseng: yeah, I mean, this is this is an important question. We’ve we’ve gotten this a couple of times. Yeah, like, how? How can I support on this?
199 00:21:18.300 ⇒ 00:21:27.200 Robert Tseng: You want me just I mean, I could I could write a query on customers that are moving from one product to another, but, like it seems like we already have a sample table for that.
200 00:21:29.030 ⇒ 00:21:37.440 Annie Yu: No, I I sketch out those tables, but I do need some columns as a okay.
201 00:21:37.440 ⇒ 00:21:39.560 Robert Tseng: You want to add these columns to
202 00:21:40.300 ⇒ 00:21:44.369 Robert Tseng: a model, or like you just don’t know how to get them from the existing tables.
203 00:21:44.580 ⇒ 00:21:47.459 Annie Yu: I want a model to build in order to build this.
204 00:21:47.460 ⇒ 00:21:47.850 Robert Tseng: Okay.
205 00:21:48.520 ⇒ 00:21:50.679 Demilade Agboola: Yes, that’s that’s assigned to me.
206 00:21:51.040 ⇒ 00:21:51.520 Robert Tseng: Got it.
207 00:21:51.520 ⇒ 00:21:52.330 Demilade Agboola: Just
208 00:21:52.640 ⇒ 00:21:57.919 Demilade Agboola: it was hard to do last week pming as well as like the old like working on that. So yeah.
209 00:21:57.920 ⇒ 00:22:03.030 Robert Tseng: No worries, but you think you have capacity to take it on this week to demo on it.
210 00:22:03.030 ⇒ 00:22:12.239 Josh : Hey, welcome to the show. This is this is what it looks like. Bro, yeah, welcome welcome dude! That’s that’s life.
211 00:22:14.400 ⇒ 00:22:15.000 Demilade Agboola: Yeah.
212 00:22:15.210 ⇒ 00:22:16.199 Josh : Figure it out.
213 00:22:16.470 ⇒ 00:22:25.039 Demilade Agboola: Yeah, definitely, I’m just more used to like actually building stuff more like focused on building and like solving those sort of problems versus like.
214 00:22:25.040 ⇒ 00:22:30.400 Josh : Pro tip pro tip for you ready, you ready for this. I’m gonna give you pro coach tip ready.
215 00:22:30.710 ⇒ 00:22:50.500 Josh : So it’s really effective and efficient to try to segment your time like, put it into working blocks, deep work and non deep work. So like when you’re doing like all the pming shit. It’s chaos. You carve out 3 HA day for that, and then you just turn everything else off for the rest of the you know 7, 8 h that you’re working.
216 00:22:50.800 ⇒ 00:23:05.260 Josh : and then you do that by day, or you pick a day where you’re just doing all the Pm. Work and like just using that part of your brain, and then you carve out days at a time to do the other stuff like that. How has helped me a ton like when I was back doing this kind of shit to actually get shit done.
217 00:23:06.970 ⇒ 00:23:12.020 Demilade Agboola: Julie noted. I’ll I’ll try that and see how that works.
218 00:23:12.480 ⇒ 00:23:16.930 Josh : It’s hard, man, it’s hard, I know it’s hard. I dude I live this shit every day, man.
219 00:23:18.830 ⇒ 00:23:19.530 Robert Tseng: Yeah.
220 00:23:19.530 ⇒ 00:23:20.240 Robert Tseng: Box.
221 00:23:21.670 ⇒ 00:23:22.669 Robert Tseng: Yes, I’ll give.
222 00:23:22.670 ⇒ 00:23:26.179 Demilade Agboola: I’ll focus on that this week and.
223 00:23:26.980 ⇒ 00:23:27.530 Robert Tseng: Right.
224 00:23:28.098 ⇒ 00:23:32.930 Annie Yu: And Robert I I will probably record a short one.
225 00:23:33.351 ⇒ 00:23:39.888 Annie Yu: To show you what kind of the end visuals I try to build, and then get your feedback from there before
226 00:23:40.200 ⇒ 00:23:43.148 Annie Yu: great for the metesh dashboard and the
227 00:23:43.570 ⇒ 00:23:46.219 Annie Yu: no, no, for the product switching.
228 00:23:46.510 ⇒ 00:23:47.330 Robert Tseng: Oh, okay.
229 00:23:47.330 ⇒ 00:23:51.299 Annie Yu: It took me a while to kind of figure out like what I need.
230 00:23:51.750 ⇒ 00:23:52.390 Robert Tseng: Okay.
231 00:23:53.570 ⇒ 00:24:03.077 Robert Tseng: got it? Alright away. I know you join a bit late. Anything else that you need to talk through. I’m jumping on with Ryan and
232 00:24:04.120 ⇒ 00:24:08.380 Robert Tseng: Sebastian right after this, so you’ll join me there. So I think we’ll just have to.
233 00:24:09.080 ⇒ 00:24:14.599 Robert Tseng: We can. We’ll talk about about that that work shortly after this, but anything else.
234 00:24:15.830 ⇒ 00:24:18.110 Awaish Kumar: Yeah, for the customer I/O model
235 00:24:18.680 ⇒ 00:24:25.869 Awaish Kumar: in the figma. They mentioned that. There’s like we can find in the lithium source
236 00:24:26.760 ⇒ 00:24:28.649 Awaish Kumar: link to some
237 00:24:29.790 ⇒ 00:24:36.420 Awaish Kumar: like broadcast id. But in the I have analyzed the data, I I cannot find any
238 00:24:37.267 ⇒ 00:24:43.230 Awaish Kumar: broadcast id in the order like Utm source, or you know any other Utm fields?
239 00:24:43.918 ⇒ 00:24:49.419 Awaish Kumar: Either. I can just connect it with customer I/O using that
240 00:24:49.640 ⇒ 00:24:52.840 Awaish Kumar: it. It shows just the source as customer. I/O,
241 00:24:53.290 ⇒ 00:24:56.759 Awaish Kumar: other method is that like, if we want to connect the
242 00:24:56.970 ⇒ 00:25:00.200 Awaish Kumar: custom emails from customer I/O with the order data.
243 00:25:00.680 ⇒ 00:25:04.529 Awaish Kumar: we can see, we have user ids in our in the emails
244 00:25:05.150 ⇒ 00:25:11.819 Awaish Kumar: we can just use, we can use user ids to connect with the order placed by that user and then
245 00:25:11.980 ⇒ 00:25:17.329 Awaish Kumar: use the date that any order placed after the
246 00:25:17.905 ⇒ 00:25:23.840 Awaish Kumar: email click, link right? And the customer I/O like in within.
247 00:25:23.840 ⇒ 00:25:25.490 Robert Tseng: To set up, have something you
248 00:25:25.620 ⇒ 00:25:35.800 Robert Tseng: didn’t didn’t Rob do like a cust like he he did his own custom direct, like customer. I/O
249 00:25:37.550 ⇒ 00:25:41.239 Robert Tseng: like. Oh, it’s either through I don’t know. It’s it’s not through segment.
250 00:25:41.680 ⇒ 00:25:44.620 Awaish Kumar: The day coming from customer I/O, but
251 00:25:45.149 ⇒ 00:25:49.939 Awaish Kumar: it has the data for emails and things like that like. But in the prigma dashboard.
252 00:25:49.940 ⇒ 00:25:50.340 Robert Tseng: It’s.
253 00:25:50.340 ⇒ 00:25:50.720 Awaish Kumar: One more.
254 00:25:50.720 ⇒ 00:25:51.130 Robert Tseng: Orders.
255 00:25:51.130 ⇒ 00:25:54.210 Awaish Kumar: Revenue as well. Right? It’s not linked orders. Yeah.
256 00:25:56.660 ⇒ 00:25:58.040 Robert Tseng: Okay, I
257 00:25:58.310 ⇒ 00:26:03.880 Robert Tseng: I’ll I’ll I’ll help verify that. I feel like I’ve seen that. I think I’ve seen that before. So
258 00:26:04.290 ⇒ 00:26:08.600 Robert Tseng: verify how Crm, email, that’s good.
259 00:26:08.600 ⇒ 00:26:13.229 Awaish Kumar: Yeah. But I found just one way to get it with date and user. Id.
260 00:26:14.280 ⇒ 00:26:32.119 Robert Tseng: Okay. But you’re saying, if you needed to create a proxy, you would just do an order that’s like placed after the email. I I don’t. I don’t really like that. That’s not super accurate, especially if we’re doing revenue. So I mean I there must be a way to to tie it together. I think we can do it with what we have set up, but I’ll I’ll I’ll check.
261 00:26:33.030 ⇒ 00:26:34.330 Awaish Kumar: Okay. Sure.
262 00:26:34.330 ⇒ 00:26:47.590 Robert Tseng: Yeah, if you can just like dot your notes down here, I mean, I just general in general guys just like the tickets. Give me more context on them before I before I review them. On like progress would be helpful. Thank you.
263 00:26:50.300 ⇒ 00:26:51.050 Robert Tseng: Okay.
264 00:26:53.020 ⇒ 00:26:58.560 Robert Tseng: Yeah. I mean, I didn’t finish scrubbing some of this other stuff few
265 00:26:58.840 ⇒ 00:27:06.479 Robert Tseng: other things. So corporate maps gonna get out today. Dashboards gonna get out. Today. The model is hitting the product switching model.
266 00:27:06.610 ⇒ 00:27:10.489 Robert Tseng: I’ll get to the bottom of the category mappings.
267 00:27:11.430 ⇒ 00:27:26.389 Robert Tseng: Yeah, Ltv, projection stuff we’re gonna we want. We’re not gonna start it this weekend probably next week. And then oh, right, the order statuses. I mean, I think this is a dead lead. So we’re just gonna put that in the block. And I’m gonna bring this back into
268 00:27:26.530 ⇒ 00:27:27.830 Robert Tseng: beginning of cycle.
269 00:27:28.590 ⇒ 00:27:34.220 Robert Tseng: Okay? So yeah, I think these are all the in progress stuff that’ll happen today.
270 00:27:35.420 ⇒ 00:27:37.130 Annie Yu: The refund, as well.
271 00:27:37.760 ⇒ 00:27:39.830 Robert Tseng: Refund all right in the refund.
272 00:27:40.188 ⇒ 00:27:43.780 Annie Yu: To date, though. But we’ll we’ll meet today to check.
273 00:27:46.780 ⇒ 00:27:48.340 Robert Tseng: Cool. Yeah.
274 00:27:48.713 ⇒ 00:28:00.199 Robert Tseng: Any other questions? Just kind of we’ll we’ll keep chatting slack, maybe a wish if you want to stay on. I could use a couple of minutes with you to before we jump into the call with Ryan and and Sebastian.
275 00:28:00.200 ⇒ 00:28:01.570 Awaish Kumar: Yeah, okay.
276 00:28:01.990 ⇒ 00:28:02.760 Robert Tseng: Okay. Yeah.
277 00:28:02.760 ⇒ 00:28:03.450 Josh : Any skills.
278 00:28:03.790 ⇒ 00:28:05.870 Robert Tseng: You guys are good. Alright, see? Ya.
279 00:28:08.355 ⇒ 00:28:10.679 Robert Tseng: yeah. So wish, I think.
280 00:28:12.040 ⇒ 00:28:19.140 Robert Tseng: basically, yeah, I’m just gonna go back to the 2 2 2.
281 00:28:29.710 ⇒ 00:28:32.020 Robert Tseng: I’ll just do my full screen
282 00:28:34.180 ⇒ 00:28:40.250 Robert Tseng: right? So I tried to recap where we were. And then, like what we’re waiting on. So I think
283 00:28:41.040 ⇒ 00:28:46.499 Robert Tseng: on the call. I’m gonna ask Ryan to pull up that object that he had. I mean, I.
284 00:28:48.320 ⇒ 00:28:52.960 Robert Tseng: And then, basically, you’re gonna just reiterate, like, you know, this
285 00:28:53.960 ⇒ 00:28:59.749 Robert Tseng: is not accessible in the data layer. If you look Google tag manager, right? And so
286 00:29:00.314 ⇒ 00:29:07.320 Robert Tseng: what Sebastian has set up in Gtm only partially gets whatever object that Ryan has identified.
287 00:29:07.520 ⇒ 00:29:14.209 Robert Tseng: and we need to extract our recommendation is to extract this Via Javascript.
288 00:29:14.430 ⇒ 00:29:18.920 Robert Tseng: and if we were to do that, Sebastian needs to, you know, give you some
289 00:29:19.190 ⇒ 00:29:23.648 Robert Tseng: access or kind of, you know, show you how to do that?
290 00:29:24.290 ⇒ 00:29:27.830 Robert Tseng: I think that’s what we’re basically we’re gonna talk about. Does that sound about right.
291 00:29:27.830 ⇒ 00:29:28.560 Awaish Kumar: Jesus.
292 00:29:29.120 ⇒ 00:29:35.850 Awaish Kumar: Yes, like, that’s exactly what we need like. If if we want to get it from Gs, they just at least show us like
293 00:29:35.980 ⇒ 00:29:41.679 Awaish Kumar: by extracting one field that okay, that’s how you can do it. And then I can do it for other fields.
294 00:29:43.140 ⇒ 00:29:43.740 Robert Tseng: Okay.
295 00:29:44.480 ⇒ 00:29:45.020 Awaish Kumar: Yep.
296 00:29:49.730 ⇒ 00:29:51.350 Awaish Kumar: alright. Yeah. I think that like.
297 00:29:51.350 ⇒ 00:29:51.880 Robert Tseng: On the same page.
298 00:29:52.820 ⇒ 00:30:00.179 Awaish Kumar: Also that like, we don’t just want page views, because on the page view triggers, we only get the questions.
299 00:30:00.470 ⇒ 00:30:09.869 Awaish Kumar: The answer which is selected by the user is basically going to come on the click trigger right when someone clicks on an answer.
300 00:30:10.110 ⇒ 00:30:15.550 Awaish Kumar: Then we know where they click right in the page views. You are just going to get the questions.
301 00:30:15.900 ⇒ 00:30:20.560 Awaish Kumar: So we we have to take care of that. Even getting the Javascript data.
302 00:30:24.730 ⇒ 00:30:25.450 Robert Tseng: Okay.
303 00:30:26.010 ⇒ 00:30:26.570 Awaish Kumar: Yep.
304 00:30:28.990 ⇒ 00:30:33.070 Robert Tseng: Alright. Then I think we’re it’s going to be in Google meet. So we’ll we’ll jump to the other link. I’ll see you there.
305 00:30:33.870 ⇒ 00:30:35.040 Awaish Kumar: Okay. Sure.