Meeting Title: Sales Follow-Up and Coordination Date: 2025-06-18 Meeting participants: Hannah Wang, Uttam Kumaran
WEBVTT
1 00:11:37.680 ⇒ 00:11:38.710 Uttam Kumaran: Hello!
2 00:11:41.590 ⇒ 00:11:42.580 Hannah Wang: Hello!
3 00:11:43.860 ⇒ 00:11:47.850 Uttam Kumaran: I get so much spam email. It’s literally like.
4 00:11:48.910 ⇒ 00:11:53.080 Uttam Kumaran: I need to do some where I need to work on something next week about it.
5 00:11:53.870 ⇒ 00:11:57.599 Hannah Wang: Like, just what type of spam.
6 00:11:58.350 ⇒ 00:12:03.430 Uttam Kumaran: Like, Hey, are, do you need like do you need
7 00:12:03.780 ⇒ 00:12:11.999 Uttam Kumaran: lead generation services, or hey? I noticed, Brainforge does data like, what would you be interested in us getting you like 10 data clients.
8 00:12:12.000 ⇒ 00:12:12.849 Hannah Wang: I have 4.
9 00:12:12.850 ⇒ 00:12:18.060 Uttam Kumaran: 5 of those per day from different people, because I block I block every single one of them.
10 00:12:18.380 ⇒ 00:12:22.769 Uttam Kumaran: and I get it from new people. It’s like, kind of insane.
11 00:12:23.800 ⇒ 00:12:26.900 Uttam Kumaran: like, I don’t really know how they find
12 00:12:27.840 ⇒ 00:12:37.540 Uttam Kumaran: yeah, like me or whatever. And so, but like I can’t, I can’t just like, there’s no, there’s no way to like block new ones, except I think we’re gonna work on some sort of AI filter.
13 00:12:38.080 ⇒ 00:12:41.889 Uttam Kumaran: So like automatically classifies and goes to spam.
14 00:12:41.890 ⇒ 00:12:45.039 Hannah Wang: Yeah, it goes straight to your inbox.
15 00:12:46.090 ⇒ 00:12:48.220 Uttam Kumaran: Now it goes straight there. Yeah.
16 00:12:48.220 ⇒ 00:12:51.450 Hannah Wang: Oh, that’s annoying!
17 00:12:51.450 ⇒ 00:12:54.090 Uttam Kumaran: You know, I already get like probably 50 emails a day.
18 00:12:54.090 ⇒ 00:12:54.940 Hannah Wang: Yeah.
19 00:12:55.210 ⇒ 00:12:56.499 Uttam Kumaran: 50 or 60.
20 00:12:56.910 ⇒ 00:12:57.310 Hannah Wang: Yeah.
21 00:12:57.310 ⇒ 00:13:01.070 Uttam Kumaran: Brutal. It’s like dude. I did not sign up for this.
22 00:13:01.070 ⇒ 00:13:08.419 Hannah Wang: I know, I mean, even like me getting those spam emails of people impersonating you. I’m like, why.
23 00:13:08.420 ⇒ 00:13:09.959 Uttam Kumaran: Brutal, too, I know, and like.
24 00:13:09.960 ⇒ 00:13:10.470 Hannah Wang: Yeah.
25 00:13:11.140 ⇒ 00:13:15.559 Uttam Kumaran: Like Google, they can prevent it, but they have to pay an extra $10 per person.
26 00:13:15.560 ⇒ 00:13:17.260 Hannah Wang: Oh, I see!
27 00:13:17.260 ⇒ 00:13:18.943 Uttam Kumaran: So I didn’t wanna like.
28 00:13:19.630 ⇒ 00:13:20.060 Hannah Wang: Yeah.
29 00:13:20.060 ⇒ 00:13:21.220 Uttam Kumaran: That immediately.
30 00:13:21.220 ⇒ 00:13:21.870 Hannah Wang: Yeah.
31 00:13:21.870 ⇒ 00:13:24.100 Uttam Kumaran: Maybe later, one or 2.
32 00:13:24.360 ⇒ 00:13:27.430 Uttam Kumaran: I don’t know. It’s important, but it’s just like, Yeah.
33 00:13:27.720 ⇒ 00:13:34.030 Hannah Wang: Yeah, okay, well, I’m ready to help.
34 00:13:34.530 ⇒ 00:13:36.699 Hannah Wang: So let me know. Yeah.
35 00:13:36.700 ⇒ 00:13:38.164 Uttam Kumaran: Cool. So I think,
36 00:13:38.750 ⇒ 00:13:48.580 Uttam Kumaran: biggest thing that I wanna sort of talk about today is just maybe I’ll just walk through an example, flow of like how I formulate.
37 00:13:48.870 ⇒ 00:13:50.320 Uttam Kumaran: follow up.
38 00:13:50.860 ⇒ 00:14:03.690 Uttam Kumaran: And that is like probably the most simple help that I can get is like we have sales meetings. It goes. It just needs to get generated like a follow up, and then that needs to just be placed in like a draft, or like
39 00:14:03.820 ⇒ 00:14:10.000 Uttam Kumaran: we could do it through slack. I think it may be even easiest just to give you, like my Gmail login, and do that, or like.
40 00:14:10.540 ⇒ 00:14:14.746 Uttam Kumaran: Or I don’t. Even we just we can think about something. But
41 00:14:15.460 ⇒ 00:14:38.419 Uttam Kumaran: So that’s 1 thing I think. Second thing, I mean, I honestly think that type of we actually have a couple of different types of follow ups to and I actually think you’re in a really good position to to do these, because really we don’t we? We do some change up like the language. But actually, what’s been changing now is us attaching our like marketing collateral.
42 00:14:39.300 ⇒ 00:14:39.770 Uttam Kumaran: Believe.
43 00:14:39.770 ⇒ 00:14:40.330 Hannah Wang: Yeah.
44 00:14:41.920 ⇒ 00:14:47.969 Uttam Kumaran: So let me let me do this, and
45 00:14:48.330 ⇒ 00:14:50.830 Uttam Kumaran: Clarence just got here. So hold on, let me.
46 00:14:50.830 ⇒ 00:14:52.230 Hannah Wang: Oh, shoot. Okay.
47 00:14:52.670 ⇒ 00:14:53.483 Uttam Kumaran: Let me
48 00:14:57.400 ⇒ 00:15:01.590 Uttam Kumaran: Let me go! Get him inside, and then I’ll just I’ll be. Give me one second.
49 00:15:01.590 ⇒ 00:15:01.990 Hannah Wang: Okay.
50 00:15:01.990 ⇒ 00:15:03.690 Uttam Kumaran: I’ll be right back, sure.
51 00:19:08.220 ⇒ 00:19:09.700 Uttam Kumaran: Hey, Karen.
52 00:19:10.420 ⇒ 00:19:11.150 Hannah Wang: Yeah.
53 00:19:11.150 ⇒ 00:19:12.889 Uttam Kumaran: Okay, perfect.
54 00:19:15.770 ⇒ 00:19:22.860 Uttam Kumaran: All right. So let’s just walk through an example. I’m just gonna share everything. And
55 00:19:25.550 ⇒ 00:19:30.130 Uttam Kumaran: you can kind of get a sense of what I’m doing. So
56 00:19:30.370 ⇒ 00:19:34.049 Uttam Kumaran: let well, 1st thing, I just try to remember what I even did yesterday. So.
57 00:19:34.050 ⇒ 00:19:34.440 Hannah Wang: Yes.
58 00:19:34.440 ⇒ 00:19:39.700 Uttam Kumaran: Yeah, I had a we had a so we had a call with
59 00:19:40.140 ⇒ 00:19:43.509 Uttam Kumaran: elsewhere. So Sloan, child from elsewhere, partners.
60 00:19:43.510 ⇒ 00:19:44.320 Hannah Wang: Okay.
61 00:19:44.500 ⇒ 00:19:46.660 Uttam Kumaran: We had a meeting with Fan Stake.
62 00:19:47.220 ⇒ 00:19:50.089 Hannah Wang: And then we had a meeting with blueprint.
63 00:19:50.450 ⇒ 00:19:57.380 Uttam Kumaran: Robert is taking care of this one, although I feel like you could also try to
64 00:19:57.600 ⇒ 00:20:04.359 Uttam Kumaran: help here. But let’s let me just walk through one example. So I think, elsewhere is a good example. So
65 00:20:04.550 ⇒ 00:20:06.169 Uttam Kumaran: this one
66 00:20:07.270 ⇒ 00:20:13.228 Uttam Kumaran: my 1st thing is to go to the demo site and see like if this got recorded.
67 00:20:19.835 ⇒ 00:20:25.540 Uttam Kumaran: so I will go, not to this, but see zoom demo
68 00:20:38.600 ⇒ 00:20:45.940 Uttam Kumaran: And I’m going to search for whatever that meeting was which was something to search for. Sloan.
69 00:20:46.860 ⇒ 00:20:53.500 Uttam Kumaran: Looks like it didn’t populate. So my next bet is to say, Okay, let me go look at Granola.
70 00:20:53.710 ⇒ 00:20:56.049 Hannah Wang: So if I pull up Granola.
71 00:20:56.400 ⇒ 00:21:04.320 Uttam Kumaran: It looks like I do have this meeting with Sloan, and nicely I did put it into the sales calls folder.
72 00:21:04.420 ⇒ 00:21:23.329 Uttam Kumaran: So it’s here. What I can do from here is, and then, of course, I have the transcript here. So then, kind of what I do is I look through. And I remember, okay, the introductory meeting. And then here’s the next steps. And then at this, and clearly in this next steps, I don’t think there were any
73 00:21:23.640 ⇒ 00:21:27.900 Uttam Kumaran: like immediate follow ups, I think, where this ended basically was like
74 00:21:28.090 ⇒ 00:21:34.279 Uttam Kumaran: they, are going to go discuss internally. I still want to send a follow up recapping what we talked about.
75 00:21:35.203 ⇒ 00:21:41.459 Uttam Kumaran: And so the types of follow ups that we typically do are here.
76 00:21:41.640 ⇒ 00:21:48.100 Uttam Kumaran: So if you go to if we go to sales.
77 00:21:48.840 ⇒ 00:21:55.230 Uttam Kumaran: And we go to email templates by stage.
78 00:21:55.810 ⇒ 00:22:00.139 Uttam Kumaran: So we have a couple of different sort of stages. We have, like early scoping.
79 00:22:00.610 ⇒ 00:22:03.140 Uttam Kumaran: Use this right after a discovery call.
80 00:22:03.470 ⇒ 00:22:07.819 Uttam Kumaran: We have post scoping. Once we have a scope proposal and are ready to close.
81 00:22:08.711 ⇒ 00:22:15.389 Uttam Kumaran: We also have a discovery call. I guess this is probably in the yeah. We also have a discovery.
82 00:22:16.310 ⇒ 00:22:17.580 Uttam Kumaran: These are all.
83 00:22:18.120 ⇒ 00:22:20.230 Uttam Kumaran: Yeah, this is another example.
84 00:22:20.390 ⇒ 00:22:25.949 Uttam Kumaran: And then let me put this as an example.
85 00:22:49.000 ⇒ 00:22:51.240 Uttam Kumaran: So that’s 1 example. There.
86 00:22:52.677 ⇒ 00:22:58.289 Uttam Kumaran: This is like use of no response after 4 to 7 days. So I’m gonna just turn this into a highlight
87 00:23:04.000 ⇒ 00:23:08.500 Uttam Kumaran: and then this says, use when client is hesitant or comparing vendors.
88 00:23:12.750 ⇒ 00:23:17.660 Uttam Kumaran: And then this is transition from verbal approval to signed contract.
89 00:23:21.210 ⇒ 00:23:26.130 Uttam Kumaran: And this is yeah. Once the
90 00:23:26.550 ⇒ 00:23:29.539 Uttam Kumaran: these are, I would say, less relevant. So
91 00:23:29.810 ⇒ 00:23:33.550 Uttam Kumaran: typically I either send one of these, which is like
92 00:23:33.740 ⇒ 00:23:39.550 Uttam Kumaran: great speaking to you. Here’s what we heard. Here’s what we recommend. Here’s a list of things that are relevant.
93 00:23:39.760 ⇒ 00:23:40.110 Hannah Wang: Yeah.
94 00:23:40.110 ⇒ 00:23:41.070 Uttam Kumaran: My name.
95 00:23:41.150 ⇒ 00:24:03.940 Uttam Kumaran: or we send, hey? Like we had a great talk. We talked about Xyz. So usually things go in in a in a couple of phases. We, we talk to someone. We explain what we do. They then go back. And they’re like, okay, like, we’re interested. What would it look like to work with you all. Then we send them. Hey, cool. The typical way we work is a proof of concept. 2 weeks, and this is the outcome. And we have we
96 00:24:04.020 ⇒ 00:24:22.499 Uttam Kumaran: part of, I think what even I could get some help on is making sure we have all of those sort of templates here. But in this example, what I would do is, I’ll probably want to do something like this, which it just basically does the priorities. And what we recommend. So actually, one step that I went ahead and did is, I have a
97 00:24:23.805 ⇒ 00:24:27.080 Uttam Kumaran: sales follow up email writer.
98 00:24:27.620 ⇒ 00:24:27.960 Hannah Wang: Okay.
99 00:24:27.960 ⇒ 00:24:36.850 Uttam Kumaran: T so I think I don’t know if I put it, or let’s see. Hold on!
100 00:24:37.560 ⇒ 00:24:48.010 Uttam Kumaran: I feel like I put it in notion somewhere in the prompt library.
101 00:24:59.570 ⇒ 00:25:01.680 Uttam Kumaran: It’s just gonna load.
102 00:25:11.100 ⇒ 00:25:18.310 Uttam Kumaran: Yeah, sales. Follow up copywriter. Okay? So that’s what this guy is.
103 00:25:25.544 ⇒ 00:25:40.340 Uttam Kumaran: So this has actually all of those, all of those versions in here. This is a great prompt to sort of start with. So what I would basically do is I typically go in here. I take the transcript I paste it in. And then I kind of give them like.
104 00:25:40.450 ⇒ 00:25:47.249 Uttam Kumaran: basically like, here are like the
105 00:25:48.070 ⇒ 00:25:53.760 Uttam Kumaran: I would say, here are, else where’s up?
106 00:25:54.456 ⇒ 00:25:54.763 Hannah Wang: No.
107 00:25:55.070 ⇒ 00:25:55.820 Uttam Kumaran: Christ.
108 00:25:56.970 ⇒ 00:25:59.525 Uttam Kumaran: Okay, well, let’s just do this again.
109 00:26:01.630 ⇒ 00:26:05.940 Uttam Kumaran: Why did that not save here?
110 00:26:09.470 ⇒ 00:26:10.160 Uttam Kumaran: Come on.
111 00:26:14.640 ⇒ 00:26:16.670 Uttam Kumaran: Let me open the other things.
112 00:26:30.050 ⇒ 00:26:34.000 Uttam Kumaran: Okay, I don’t know why they didn’t save, but save that.
113 00:26:39.250 ⇒ 00:26:42.549 Uttam Kumaran: Okay, I’m just gonna assume it’s there.
114 00:26:42.730 ⇒ 00:26:43.660 Hannah Wang: Okay.
115 00:26:44.260 ⇒ 00:26:49.879 Uttam Kumaran: But usually what I would do is take this copy, this, go to here. The top.
116 00:26:50.240 ⇒ 00:26:51.470 Uttam Kumaran: Here’s also
117 00:26:52.138 ⇒ 00:26:58.070 Uttam Kumaran: another thing I do is, yeah, I I take like what this core like next steps are.
118 00:26:58.180 ⇒ 00:27:02.560 Uttam Kumaran: And then I sort of even, I want to use it. I use whisper at this point. So.
119 00:27:02.560 ⇒ 00:27:03.040 Hannah Wang: Hmm.
120 00:27:03.040 ⇒ 00:27:04.970 Uttam Kumaran: For example, what I’ll do is, I’ll say
121 00:27:05.650 ⇒ 00:27:13.390 Uttam Kumaran: we had a great meeting with elsewhere. They’re thinking about using us for their portfolio companies.
122 00:27:14.975 ⇒ 00:27:22.549 Uttam Kumaran: I think we impress them based on our practical use cases, our background in Vc backed industry.
123 00:27:24.514 ⇒ 00:27:25.449 Uttam Kumaran: and
124 00:27:26.110 ⇒ 00:27:36.090 Uttam Kumaran: their need for their portfolio companies who are kind of split in between these 2 phases of adoption. And how do we help them get there? So I want to send a follow up email
125 00:27:36.370 ⇒ 00:27:45.319 Uttam Kumaran: that just summarizes what we talked about. Leave some room for materials that we can send over. That we didn’t send over previously.
126 00:27:45.910 ⇒ 00:27:49.550 Uttam Kumaran: and then just gives them like a nice summary of what we did.
127 00:27:52.840 ⇒ 00:27:57.939 Uttam Kumaran: So then I usually just paste that in, and then I hit go
128 00:28:00.080 ⇒ 00:28:02.200 Uttam Kumaran: and it usually writes the whole thing.
129 00:28:02.520 ⇒ 00:28:03.220 Hannah Wang: Hmm.
130 00:28:04.500 ⇒ 00:28:05.540 Uttam Kumaran: There’s a ton of.
131 00:28:05.540 ⇒ 00:28:06.205 Hannah Wang: Ashes.
132 00:28:07.390 ⇒ 00:28:08.519 Uttam Kumaran: Are a lot of M. Dash.
133 00:28:08.520 ⇒ 00:28:09.250 Hannah Wang: Yes.
134 00:28:10.080 ⇒ 00:28:11.400 Uttam Kumaran: So we could.
135 00:28:12.400 ⇒ 00:28:14.870 Uttam Kumaran: Yeah, you could. We could remove that, or I don’t know.
136 00:28:14.870 ⇒ 00:28:15.359 Hannah Wang: Yeah, but.
137 00:28:15.360 ⇒ 00:28:18.839 Uttam Kumaran: I usually remove it quite a bit. I usually go at it, make it look better.
138 00:28:18.840 ⇒ 00:28:19.190 Hannah Wang: Yeah.
139 00:28:19.190 ⇒ 00:28:21.870 Uttam Kumaran: At this point. What I do is I go here, and then
140 00:28:22.220 ⇒ 00:28:28.019 Uttam Kumaran: I like. Let’s say, if you’re if you’re using Gmail, I go in here.
141 00:28:29.110 ⇒ 00:28:32.540 Uttam Kumaran: I’ll kind of. I just want to show you sort of even what the edit process is like.
142 00:28:32.540 ⇒ 00:28:32.960 Hannah Wang: Yeah.
143 00:28:32.960 ⇒ 00:28:33.770 Uttam Kumaran: So
144 00:28:38.760 ⇒ 00:28:41.320 Uttam Kumaran: yeah. So I go. I click this.
145 00:28:42.460 ⇒ 00:28:48.160 Uttam Kumaran: in fact, actually we’ll just go like and do pace and match style first, st
146 00:28:48.630 ⇒ 00:28:51.180 Uttam Kumaran: and then I’ll match this.
147 00:28:52.396 ⇒ 00:28:58.160 Uttam Kumaran: So I’ll just say brain forge elsewhere.
148 00:28:59.680 ⇒ 00:29:04.480 Uttam Kumaran: AI enablement your portfolio.
149 00:29:07.380 ⇒ 00:29:15.450 Uttam Kumaran: Thanks for the thoughtful conversation, and then I’ll get rid of that really appreciate your openness.
150 00:29:18.750 ⇒ 00:29:22.359 Uttam Kumaran: So like this is where, if if I could just get this.
151 00:29:22.360 ⇒ 00:29:22.700 Hannah Wang: Yeah.
152 00:29:22.700 ⇒ 00:29:30.630 Uttam Kumaran: Here like it takes me 10 seconds to just be like cool. I wanna get rid of this. I wanna get rid of this. Get rid of this.
153 00:29:31.020 ⇒ 00:29:33.249 Uttam Kumaran: be bold. Next steps or.
154 00:29:34.230 ⇒ 00:29:35.000 Hannah Wang: Yeah.
155 00:29:35.830 ⇒ 00:29:37.660 Uttam Kumaran: What do I even do here.
156 00:29:38.100 ⇒ 00:29:41.279 Hannah Wang: I think you use like the AI thing. I don’t know.
157 00:29:41.550 ⇒ 00:29:45.039 Uttam Kumaran: Well, we bold next steps bold, quick, recap
158 00:29:47.480 ⇒ 00:29:50.369 Uttam Kumaran: I just delete these periods at the end.
159 00:29:50.370 ⇒ 00:29:51.030 Hannah Wang: Yeah.
160 00:29:53.009 ⇒ 00:29:56.599 Uttam Kumaran: Happy to send over a sample workshop agenda case study.
161 00:29:59.740 ⇒ 00:30:01.610 Uttam Kumaran: So this is just next steps.
162 00:30:06.290 ⇒ 00:30:08.720 Uttam Kumaran: and like I, I fire this off.
163 00:30:08.720 ⇒ 00:30:09.470 Hannah Wang: Hmm.
164 00:30:10.090 ⇒ 00:30:15.369 Uttam Kumaran: So like, I think what is most helpful is actually just going from like the transcript.
165 00:30:16.370 ⇒ 00:30:22.109 Uttam Kumaran: with, like my like couples, 2 cents on how it went.
166 00:30:22.970 ⇒ 00:30:24.869 Uttam Kumaran: And then just having this here.
167 00:30:24.870 ⇒ 00:30:26.330 Hannah Wang: Okay. Yeah.
168 00:30:27.950 ⇒ 00:30:33.430 Uttam Kumaran: So given like that this process, what do you think would be most helpful to have for me?
169 00:30:35.840 ⇒ 00:30:39.550 Hannah Wang: Yeah, probably. Honestly, probably. Yeah.
170 00:30:39.550 ⇒ 00:30:44.020 Uttam Kumaran: A quick 2 cents on how the meeting went. This is ready for.
171 00:30:44.020 ⇒ 00:30:44.850 Hannah Wang: Yeah.
172 00:30:44.850 ⇒ 00:30:45.240 Uttam Kumaran: Yes.
173 00:30:45.240 ⇒ 00:31:00.353 Hannah Wang: Like that blurb need all of the sales calls. I’m sure you documented somewhere, or I can have your calendar or something I don’t know. Just so I know what what sales calls you did and what you need follow up for
174 00:31:01.600 ⇒ 00:31:03.109 Hannah Wang: And then, I guess, like
175 00:31:03.990 ⇒ 00:31:09.859 Hannah Wang: what stage it’s in cause. I know in that notion, Doc, there’s like a bunch of stages and.
176 00:31:10.070 ⇒ 00:31:10.650 Uttam Kumaran: Yes.
177 00:31:10.650 ⇒ 00:31:11.555 Hannah Wang: That
178 00:31:12.460 ⇒ 00:31:14.782 Uttam Kumaran: So here is where we have
179 00:31:15.170 ⇒ 00:31:15.730 Hannah Wang: Okay. The very.
180 00:31:15.730 ⇒ 00:31:22.909 Uttam Kumaran: Various stages that things are in. So elsewhere, it’s in discovery. And now it’s it’s gonna be we’re gonna move to like.
181 00:31:24.110 ⇒ 00:31:26.589 Uttam Kumaran: probably to like basically
182 00:31:27.550 ⇒ 00:31:34.109 Uttam Kumaran: some sort of proposal and review, because really, at this point, it’s not clear they want it. So I will probably move to like
183 00:31:34.500 ⇒ 00:31:36.260 Uttam Kumaran: we send something over.
184 00:31:36.260 ⇒ 00:31:36.720 Hannah Wang: Hmm.
185 00:31:36.720 ⇒ 00:31:40.659 Uttam Kumaran: And then we’ll we’ll start. Keep, continue to follow up for them, for them.
186 00:31:40.820 ⇒ 00:31:41.770 Hannah Wang: Okay.
187 00:31:44.010 ⇒ 00:31:51.060 Hannah Wang: Yeah. Okay, obviously, I’m I’m assuming this is already like up to date pretty frequently.
188 00:31:51.060 ⇒ 00:31:54.460 Uttam Kumaran: Yes, we we up. We keep this up to date, probably every 2 days.
189 00:31:54.460 ⇒ 00:31:55.370 Hannah Wang: Okay.
190 00:31:58.620 ⇒ 00:32:03.260 Uttam Kumaran: Like Acid league I talked to. This is more of like I have to follow up with them.
191 00:32:03.380 ⇒ 00:32:04.000 Hannah Wang: Like.
192 00:32:04.000 ⇒ 00:32:08.099 Uttam Kumaran: Couple of these we we mentioned, and so we’ll move back and forth. But yes.
193 00:32:08.950 ⇒ 00:32:10.340 Hannah Wang: Okay, so so, yeah.
194 00:32:10.340 ⇒ 00:32:11.199 Uttam Kumaran: Yeah. Go ahead.
195 00:32:11.200 ⇒ 00:32:21.929 Hannah Wang: Oh, I was just gonna say, even with that back and forth like, Do you want me to help with that? Or just like the initial like, Hi, thanks. Nice chatting. Here’s the next steps, like those types.
196 00:32:21.930 ⇒ 00:32:27.819 Uttam Kumaran: So, yeah, so I actually think one piece is to help with these
197 00:32:27.990 ⇒ 00:32:31.989 Uttam Kumaran: like moving things along. I think there is a follow up
198 00:32:32.680 ⇒ 00:32:35.540 Uttam Kumaran: piece that also needs to happen. For example.
199 00:32:36.947 ⇒ 00:32:42.250 Uttam Kumaran: default is still in. Follow up. I’m texting directly with Caitlin. So I
200 00:32:42.760 ⇒ 00:32:53.590 Uttam Kumaran: that avid health I most recently sent a follow up on Friday.
201 00:32:53.860 ⇒ 00:32:57.170 Uttam Kumaran: So typically we do 3 follow ups.
202 00:32:57.730 ⇒ 00:33:00.079 Uttam Kumaran: Unless it’s like really painful, then we only do 2.
203 00:33:00.880 ⇒ 00:33:05.679 Uttam Kumaran: So this is a good example of like I may or may not remember to do this this week.
204 00:33:05.820 ⇒ 00:33:06.430 Hannah Wang: I see.
205 00:33:06.430 ⇒ 00:33:08.410 Uttam Kumaran: And it would be great to be like, Hey.
206 00:33:09.150 ⇒ 00:33:11.940 Uttam Kumaran: we! And we don’t. We don’t necessarily have like templates.
207 00:33:12.180 ⇒ 00:33:23.199 Uttam Kumaran: but I can. I can send you every single follow up. I’ve written, and I’m sure we can build a couple of these templates. But this is typically what I said. Robert has a couple of good ones as well.
208 00:33:23.440 ⇒ 00:33:24.300 Hannah Wang: Okay.
209 00:33:25.190 ⇒ 00:33:29.610 Hannah Wang: Okay, yeah. I feel like there’s but the follow ups.
210 00:33:29.610 ⇒ 00:33:34.300 Uttam Kumaran: Are like less. I would say the follow ups are actually I want. I don’t want to say less helpful.
211 00:33:34.483 ⇒ 00:33:34.850 Hannah Wang: How’s it?
212 00:33:34.850 ⇒ 00:33:41.029 Uttam Kumaran: That’s the second thing that’s most needed, which is like these are like sitting here
213 00:33:41.220 ⇒ 00:33:46.879 Uttam Kumaran: that just need to be either like we need to follow up 3 times, and then they’re not down. They’re not down.
214 00:33:47.370 ⇒ 00:33:48.360 Uttam Kumaran: or
215 00:33:48.480 ⇒ 00:33:53.329 Uttam Kumaran: we need to just remind me or Robert to be like Yo go send this. Follow up, it’s drafted.
216 00:33:53.790 ⇒ 00:33:55.700 Uttam Kumaran: Just shut. Fire this off.
217 00:33:55.700 ⇒ 00:33:56.600 Hannah Wang: Okay?
218 00:33:57.610 ⇒ 00:34:08.510 Hannah Wang: And then, okay, well, obviously, there’s like a cadence and frequency for that, too. So that’s like a whole new like, how many days after they like. Don’t respond. Do I follow.
219 00:34:08.510 ⇒ 00:34:12.235 Uttam Kumaran: Yes, we do have a we do have that
220 00:34:14.657 ⇒ 00:34:18.000 Uttam Kumaran: somewhere, I think Robert has written
221 00:34:22.690 ⇒ 00:34:24.210 Uttam Kumaran: Oh.
222 00:34:27.260 ⇒ 00:34:30.100 Uttam Kumaran: I’m pretty sure, he wrote down
223 00:34:33.170 ⇒ 00:34:35.430 Uttam Kumaran: his follow up cadence.
224 00:34:35.830 ⇒ 00:34:36.710 Hannah Wang: Okay.
225 00:34:37.766 ⇒ 00:34:43.460 Uttam Kumaran: But typically we do once we do like 3 to 5 days between each.
226 00:34:43.460 ⇒ 00:34:44.980 Hannah Wang: Right? Yeah, okay.
227 00:34:44.980 ⇒ 00:34:49.090 Uttam Kumaran: Yeah, I don’t know if there is one here.
228 00:34:49.957 ⇒ 00:34:53.650 Uttam Kumaran: But we could add one for sure.
229 00:34:53.659 ⇒ 00:34:54.209 Hannah Wang: Okay.
230 00:34:54.210 ⇒ 00:34:56.469 Uttam Kumaran: Like, maybe we
231 00:35:09.300 ⇒ 00:35:13.669 Uttam Kumaran: yeah, maybe we do have it because this is sort of this core funnel stages.
232 00:35:15.300 ⇒ 00:35:17.140 Uttam Kumaran: And maybe we do
233 00:35:17.850 ⇒ 00:35:22.619 Uttam Kumaran: like, have a follow up section here. Or we put in the email templates by stage
234 00:35:24.090 ⇒ 00:35:30.310 Uttam Kumaran: like, I can add, a comment needs follow up input.
235 00:35:31.610 ⇒ 00:35:32.400 Hannah Wang: Okay.
236 00:35:33.060 ⇒ 00:35:38.159 Uttam Kumaran: The other example. I’ll show you is like, this is what I sent to elsewhere.
237 00:35:38.900 ⇒ 00:35:51.220 Uttam Kumaran: So I got an intro to elsewhere from our friend Michael at next coast. He then intro me, and then this is what I sent to them. Hey, John, thanks.
238 00:35:51.640 ⇒ 00:35:59.789 Uttam Kumaran: great! To meet you, Sloan. We supported a number of data. Comp AI companies, few materials. Here’s a case study. Here’s this, here’s this, here’s my calendar link.
239 00:36:00.300 ⇒ 00:36:04.099 Uttam Kumaran: This is like a perfect example of like a
240 00:36:05.740 ⇒ 00:36:09.230 Uttam Kumaran: introduction to like get someone on a call.
241 00:36:09.230 ⇒ 00:36:10.240 Hannah Wang: Like the same.
242 00:36:10.240 ⇒ 00:36:12.429 Uttam Kumaran: So I would even put this like,
243 00:36:17.510 ⇒ 00:36:29.150 Uttam Kumaran: like right here, maybe, which is like Intro introduction or 1st email.
244 00:36:31.220 ⇒ 00:36:34.690 Uttam Kumaran: And like, this is a good example of that. Yeah.
245 00:36:34.890 ⇒ 00:36:38.180 Uttam Kumaran: But see, one thing that I think you’ll be helpful at is like.
246 00:36:38.290 ⇒ 00:36:40.920 Uttam Kumaran: I know, these guys want to talk about AI.
247 00:36:40.920 ⇒ 00:36:41.310 Hannah Wang: Yeah.
248 00:36:41.310 ⇒ 00:36:46.669 Uttam Kumaran: So here’s our ABC case study. Here’s AI deep dive. Here’s a tool comparison.
249 00:36:48.690 ⇒ 00:36:58.169 Uttam Kumaran: And now I just copy. Paste this to every client, and so look at. Look at the one we sent to blueprint the one we sent to blueprint.
250 00:36:59.740 ⇒ 00:37:02.339 Uttam Kumaran: Hi, Connor, I will. I wrote this for him.
251 00:37:02.910 ⇒ 00:37:05.269 Uttam Kumaran: I wrote this for Robert, but it’s like, Hey.
252 00:37:06.130 ⇒ 00:37:09.809 Uttam Kumaran: here’s this, and I use the I use the the AI thing to write this.
253 00:37:11.050 ⇒ 00:37:12.150 Uttam Kumaran: Here’s like.
254 00:37:12.280 ⇒ 00:37:17.529 Uttam Kumaran: Here we run these AI growth sprints. He didn’t end up tagging it here. But, like, here’s our partner, Kit.
255 00:37:18.180 ⇒ 00:37:22.019 Uttam Kumaran: Okay, have, like our. Let’s see if I were case study.
256 00:37:25.520 ⇒ 00:37:29.690 Uttam Kumaran: Trying to think of like oh.
257 00:37:32.060 ⇒ 00:37:34.850 Uttam Kumaran: like, here’s an example of like
258 00:37:42.090 ⇒ 00:37:42.899 Hannah Wang: I see.
259 00:37:42.900 ⇒ 00:37:48.750 Uttam Kumaran: Hey? Sorry for the delay. Here’s the proposal. Here’s the sow. Here’s some resources to Glitz. And how do we work.
260 00:37:48.750 ⇒ 00:37:49.380 Hannah Wang: Hmm.
261 00:37:49.380 ⇒ 00:37:52.810 Uttam Kumaran: This is, this is this post scoping.
262 00:37:54.370 ⇒ 00:37:55.090 Uttam Kumaran: Right?
263 00:37:55.520 ⇒ 00:38:00.460 Uttam Kumaran: So this is a post scoping example. I’m actually, I’ll just put this as a post scope example here.
264 00:38:18.000 ⇒ 00:38:23.560 Uttam Kumaran: So in this example, I think we would be like, Hey, we had a great. We had a great meeting with
265 00:38:23.700 ⇒ 00:38:25.200 Uttam Kumaran: with these guys.
266 00:38:25.310 ⇒ 00:38:27.240 Uttam Kumaran: They’re ready to move to proposal.
267 00:38:27.680 ⇒ 00:38:33.759 Uttam Kumaran: Here’s a transcript. And here’s like any whisper type like contact.
268 00:38:33.760 ⇒ 00:38:35.280 Hannah Wang: Yeah.
269 00:38:35.280 ⇒ 00:38:37.870 Uttam Kumaran: Can you just draft the 1st version because
270 00:38:38.400 ⇒ 00:38:40.790 Uttam Kumaran: the problem is not that like
271 00:38:40.920 ⇒ 00:38:43.659 Uttam Kumaran: that? One thing I showed you is hard to do.
272 00:38:43.660 ⇒ 00:38:44.260 Hannah Wang: Yeah.
273 00:38:44.260 ⇒ 00:38:49.339 Uttam Kumaran: It’s like at any moment. We have like 10 to 15 of these in flight.
274 00:38:49.340 ⇒ 00:38:50.240 Hannah Wang: Okay.
275 00:38:50.480 ⇒ 00:38:54.299 Uttam Kumaran: Like at any moment. Right? If you look at the leads, we have.
276 00:38:55.040 ⇒ 00:39:02.530 Uttam Kumaran: 123-45-6787 of which are
277 00:39:02.650 ⇒ 00:39:09.589 Uttam Kumaran: we’ve. We’re creating the proposals for. And the proposal can be as simple as this. It doesn’t always have to be an sow.
278 00:39:10.200 ⇒ 00:39:13.119 Uttam Kumaran: And then, or we have some that we’ve already sent, and we’re waiting to follow up on.
279 00:39:13.529 ⇒ 00:39:14.349 Hannah Wang: I, see.
280 00:39:14.350 ⇒ 00:39:18.350 Uttam Kumaran: Then we also have another 5 here that are like moving right
281 00:39:18.750 ⇒ 00:39:21.259 Uttam Kumaran: where I call elsewhere. They’re moving. I
282 00:39:21.980 ⇒ 00:39:27.209 Uttam Kumaran: we we Robert, talked to 2 other people. They I don’t even know if they’re on here. They need to move so.
283 00:39:27.320 ⇒ 00:39:28.880 Uttam Kumaran: And you can see here he’s like
284 00:39:29.340 ⇒ 00:39:33.170 Uttam Kumaran: hustling to get it done. We, we sort of update. This is where, like we’re.
285 00:39:33.290 ⇒ 00:39:37.020 Uttam Kumaran: it’s just like, kind of like, there’s 15 or 20 of these to kind of take care of.
286 00:39:37.020 ⇒ 00:39:37.790 Hannah Wang: Yeah.
287 00:39:38.500 ⇒ 00:39:45.439 Uttam Kumaran: But if our process is cool at the end of every meeting, at the end of every one of these, if there is a phase change.
288 00:39:45.920 ⇒ 00:39:49.920 Uttam Kumaran: We just need to give you the did we record it?
289 00:39:50.120 ⇒ 00:39:53.370 Uttam Kumaran: What’s the what’s our like?
290 00:39:53.680 ⇒ 00:39:55.200 Uttam Kumaran: Added commentary.
291 00:39:55.200 ⇒ 00:39:55.980 Hannah Wang: Yeah.
292 00:39:56.430 ⇒ 00:39:58.289 Uttam Kumaran: And like, what’s the phase change?
293 00:39:58.290 ⇒ 00:40:00.439 Hannah Wang: Yeah, that’d be helpful. Yeah.
294 00:40:00.440 ⇒ 00:40:06.890 Uttam Kumaran: So can we? Can we write that? Can we write? I mean, we’ll have this meeting to record it. But like, can we write this down somewhere.
295 00:40:06.890 ⇒ 00:40:09.919 Hannah Wang: I can. Yeah, I don’t know where. Yeah.
296 00:40:09.920 ⇒ 00:40:12.709 Uttam Kumaran: Put it in sales and put it in like
297 00:40:16.950 ⇒ 00:40:19.049 Uttam Kumaran: I’m just gonna put it in
298 00:40:26.040 ⇒ 00:40:30.639 Uttam Kumaran: here. I’m gonna just put it in let me just put it in here so
299 00:41:04.990 ⇒ 00:41:08.299 Uttam Kumaran: or maybe it’s just like at least like confirmation of transcript.
300 00:41:11.370 ⇒ 00:41:26.040 Uttam Kumaran: Or link, if on granola something like that. So then, 2 I think this a confirmation of transcript
301 00:41:26.850 ⇒ 00:41:37.159 Uttam Kumaran: salesperson, commentary, indication of what phase it’s moving to.
302 00:41:39.960 ⇒ 00:41:42.750 Uttam Kumaran: And then the expectation.
303 00:41:46.340 ⇒ 00:41:48.364 Uttam Kumaran: So let’s just say, action
304 00:41:53.410 ⇒ 00:41:59.480 Uttam Kumaran: like, do, maybe we should do like email.
305 00:42:02.800 ⇒ 00:42:04.350 Uttam Kumaran: like, where should we draft this email.
306 00:42:04.350 ⇒ 00:42:10.650 Hannah Wang: Yeah, I don’t. Well, I mean, you have already 53 drafts. So I don’t. I feel like it’s.
307 00:42:10.650 ⇒ 00:42:15.409 Uttam Kumaran: Oh, but like if but I will find it if you’re like yo! I had the draft, is there? I’ll delete all these.
308 00:42:15.410 ⇒ 00:42:17.900 Hannah Wang: Oh, there’s so many. Okay.
309 00:42:18.110 ⇒ 00:42:20.209 Uttam Kumaran: These are all like whatever. Yeah.
310 00:42:22.260 ⇒ 00:42:23.700 Hannah Wang: Yeah, if that’s.
311 00:42:23.700 ⇒ 00:42:26.440 Uttam Kumaran: Or maybe it’s an or maybe you just email it to us.
312 00:42:28.930 ⇒ 00:42:30.220 Uttam Kumaran: Like, why wouldn’t it be.
313 00:42:30.220 ⇒ 00:42:35.090 Hannah Wang: Easier if I like, find the thread, and, like, create a draft under that thread.
314 00:42:35.090 ⇒ 00:42:40.162 Uttam Kumaran: Yeah, that could be good, too. So I guess I can. I can find. Let me find out if
315 00:42:41.300 ⇒ 00:42:43.180 Uttam Kumaran: how I can give you access to this.
316 00:42:43.180 ⇒ 00:42:44.090 Hannah Wang: Okay.
317 00:42:46.350 ⇒ 00:42:51.529 Uttam Kumaran: So then, right draft in inbox, basically.
318 00:42:51.530 ⇒ 00:42:52.250 Hannah Wang: Yeah.
319 00:42:52.250 ⇒ 00:42:56.620 Uttam Kumaran: Send confirmation in same slack thread.
320 00:43:03.350 ⇒ 00:43:06.710 Hannah Wang: I think if there is a thread it’d be helpful if
321 00:43:06.940 ⇒ 00:43:10.439 Hannah Wang: like. Is it easy for me to find like if I just search it like.
322 00:43:10.440 ⇒ 00:43:12.919 Uttam Kumaran: Yeah, like, if if you search elsewhere
323 00:43:13.130 ⇒ 00:43:18.730 Uttam Kumaran: like. But the the one difficulty you may have is like, if you search David, you’re gonna get like a bunch of them.
324 00:43:18.730 ⇒ 00:43:19.870 Hannah Wang: Yeah.
325 00:43:19.870 ⇒ 00:43:22.040 Uttam Kumaran: And you’ll have to look at like the most recent one.
326 00:43:22.570 ⇒ 00:43:30.309 Uttam Kumaran: How this is also where, like what? When you do this a couple of times. I think you should just sit with Casey or Miguel or Mustafa, and then be like
327 00:43:31.040 ⇒ 00:43:33.579 Uttam Kumaran: Yo. What can we do to automate this type of stuff.
328 00:43:34.149 ⇒ 00:43:34.719 Hannah Wang: Yeah.
329 00:43:34.720 ⇒ 00:43:39.260 Uttam Kumaran: Because they have access to all my emails. And they’re running some other automations through this. So.
330 00:43:39.260 ⇒ 00:43:40.080 Hannah Wang: Okay.
331 00:43:40.669 ⇒ 00:43:44.860 Uttam Kumaran: And the other thing, I think, was helpful for you is to think about what
332 00:43:45.070 ⇒ 00:43:48.150 Uttam Kumaran: sales materials are helpful for us to attach.
333 00:43:48.150 ⇒ 00:43:48.900 Hannah Wang: Yeah.
334 00:43:50.135 ⇒ 00:43:59.520 Uttam Kumaran: That’s something you can either you can either work with Casey or someone to modify that prompt so that it has knowledge of all the sales assets.
335 00:44:00.335 ⇒ 00:44:02.210 Uttam Kumaran: You could also
336 00:44:02.660 ⇒ 00:44:09.029 Uttam Kumaran: just sort of like you, you know, all the stuff that we’ve developed. So if you’re like, Oh, yeah, this is this, what company is this? Oh, they’re like.
337 00:44:09.250 ⇒ 00:44:11.739 Uttam Kumaran: they’re like a media company. We should attach our media.
338 00:44:12.240 ⇒ 00:44:12.880 Uttam Kumaran: Bank, you know.
339 00:44:12.880 ⇒ 00:44:16.459 Hannah Wang: Okay, yeah, I mean, I but also just like.
340 00:44:16.460 ⇒ 00:44:19.620 Hannah Wang: attach that in the the draft, too. Like, if.
341 00:44:19.620 ⇒ 00:44:24.650 Uttam Kumaran: No, that’s exactly it, I think. But that’s where I think you being from the marketing side, you know.
342 00:44:25.460 ⇒ 00:44:29.669 Uttam Kumaran: You know all the stuff we’ve worked on. Yeah, I’m I mean me. And you are the only people that know that I think.
343 00:44:29.670 ⇒ 00:44:30.899 Hannah Wang: Yeah, okay.
344 00:44:32.240 ⇒ 00:44:37.140 Uttam Kumaran: and and and to be even the 3rd point, I think Robert is not sending as much as those as we should.
345 00:44:37.140 ⇒ 00:44:37.580 Hannah Wang: Okay.
346 00:44:37.580 ⇒ 00:44:40.339 Uttam Kumaran: Because he doesn’t know how many. He doesn’t know that they all exist.
347 00:44:40.340 ⇒ 00:44:41.170 Hannah Wang: Right.
348 00:44:43.380 ⇒ 00:44:58.980 Uttam Kumaran: to give you one other thing that we’re working on. So we have a ticket out on the on the on the AI team. For example, we yesterday we had this call with, this is the blueprint call. I’m having them work on a generate sales. Follow up button.
349 00:44:59.320 ⇒ 00:45:00.370 Hannah Wang: Okay.
350 00:45:00.370 ⇒ 00:45:02.739 Uttam Kumaran: So you can put in the the phase
351 00:45:03.450 ⇒ 00:45:07.879 Uttam Kumaran: and you can put in like generate, follow up email, and it’ll generate
352 00:45:08.000 ⇒ 00:45:09.279 Uttam Kumaran: a version of it for you.
353 00:45:09.280 ⇒ 00:45:10.190 Hannah Wang: Oh, cool!
354 00:45:10.190 ⇒ 00:45:14.399 Uttam Kumaran: But I actually think like I would like. I told them to to talk to you.
355 00:45:14.400 ⇒ 00:45:15.330 Hannah Wang: Okay.
356 00:45:15.330 ⇒ 00:45:24.080 Uttam Kumaran: So I may. That may be helpful, because you can ideally it should eliminate this piece.
357 00:45:25.089 ⇒ 00:45:26.369 Hannah Wang: Yeah, yeah.
358 00:45:26.370 ⇒ 00:45:31.700 Uttam Kumaran: Where you can just go direct from here, put in the phase, put in anything else, and then generate it.
359 00:45:31.700 ⇒ 00:45:32.470 Hannah Wang: Okay.
360 00:45:32.910 ⇒ 00:45:36.229 Uttam Kumaran: And to kind of do that all here nicely or
361 00:45:36.670 ⇒ 00:45:43.240 Uttam Kumaran: and then the next thing is like we already. It’s pretty easy to recognize that this is a sales call. In fact, our AI already can tell you that.
362 00:45:43.520 ⇒ 00:45:48.720 Uttam Kumaran: so you can already have it. You can work with them to say like, Hey, have it auto generated for me.
363 00:45:49.020 ⇒ 00:45:50.100 Uttam Kumaran: whatever you know.
364 00:45:50.100 ⇒ 00:45:50.960 Hannah Wang: Hmm.
365 00:45:50.960 ⇒ 00:45:52.479 Uttam Kumaran: I think this is where like.
366 00:45:52.620 ⇒ 00:45:56.739 Uttam Kumaran: because this is all going through my brain, I haven’t had time to sort of prioritize this.
367 00:45:56.740 ⇒ 00:45:57.060 Hannah Wang: Yeah.
368 00:45:57.060 ⇒ 00:46:00.970 Uttam Kumaran: But I they do have a ticket on their thing to add some sales related tooling here.
369 00:46:00.970 ⇒ 00:46:01.850 Hannah Wang: Okay.
370 00:46:02.740 ⇒ 00:46:03.400 Uttam Kumaran: Okay,
371 00:46:05.550 ⇒ 00:46:08.329 Uttam Kumaran: So I think this is like, after every sales.
372 00:46:10.530 ⇒ 00:46:16.624 Uttam Kumaran: So this is for phase change. I think,
373 00:46:17.770 ⇒ 00:46:23.850 Uttam Kumaran: we’re also gonna have. So this is like, probably the number one priority. I think the next thing is gonna be for
374 00:46:24.050 ⇒ 00:46:26.690 Uttam Kumaran: intros or referrals.
375 00:46:29.880 ⇒ 00:46:45.600 Uttam Kumaran: Right? So action, I’m just gonna say, salesperson, salesperson was referred or asked to directly email someone.
376 00:46:46.010 ⇒ 00:46:48.929 Uttam Kumaran: And then we also have like, follow ups.
377 00:46:51.600 ⇒ 00:47:09.769 Uttam Kumaran: So action lead has been sent, proposal or confirmation to move forward, and we need to go through
378 00:47:10.480 ⇒ 00:47:13.500 Uttam Kumaran: our follow up rituals.
379 00:47:14.430 ⇒ 00:47:17.078 Uttam Kumaran: Another opportunity for AI. Here is
380 00:47:18.640 ⇒ 00:47:28.220 Uttam Kumaran: Eventually we will be in Hubspot and Hubspot. You’ll be able to tell like. Similarly, you’ll be able to tell like, Hey, this lead has been sitting there for 4 days.
381 00:47:28.740 ⇒ 00:47:31.509 Uttam Kumaran: Trigger a draft in an inbox
382 00:47:31.620 ⇒ 00:47:37.790 Uttam Kumaran: with the follow up like you can go. You can. If you work with a team they’ll build that in like 30 seconds.
383 00:47:37.790 ⇒ 00:47:38.999 Hannah Wang: Okay, it’s just that.
384 00:47:39.000 ⇒ 00:47:42.170 Uttam Kumaran: They don’t know that that’s needed.
385 00:47:42.170 ⇒ 00:47:42.719 Hannah Wang: I see.
386 00:47:42.720 ⇒ 00:47:47.310 Uttam Kumaran: I’m kind of the only one that knows can like structure. This process.
387 00:47:47.310 ⇒ 00:47:47.760 Hannah Wang: Yeah.
388 00:47:47.760 ⇒ 00:47:54.379 Uttam Kumaran: I am very excited for you to see this, because I think once you do it a couple of times you’ll be able to work with them, to to break this down.
389 00:47:54.380 ⇒ 00:47:59.840 Hannah Wang: Yeah, yeah, I just need to learn the ropes first.st So.
390 00:47:59.840 ⇒ 00:48:08.829 Uttam Kumaran: Yeah. And the nice thing is, it’s just me. It’s just me and Robert on this. So and we tend to send in, slack our updates and hold each other accountable. So.
391 00:48:08.830 ⇒ 00:48:09.260 Hannah Wang: This will be.
392 00:48:09.260 ⇒ 00:48:10.340 Uttam Kumaran: Really nice.
393 00:48:10.340 ⇒ 00:48:13.785 Hannah Wang: Okay, okay,
394 00:48:16.100 ⇒ 00:48:24.300 Hannah Wang: yeah. So I guess next, immediate steps, like, who did you call? And what like, I guess we can start the action thing like.
395 00:48:24.300 ⇒ 00:48:30.366 Uttam Kumaran: Yeah, so let’s maybe let’s take a stab at a at a couple
396 00:48:31.070 ⇒ 00:48:35.120 Uttam Kumaran: So I sent something to provenance.
397 00:48:37.690 ⇒ 00:48:42.839 Uttam Kumaran: And I sent this to them. Let me just make sure it’s in the Crm.
398 00:48:44.890 ⇒ 00:48:48.110 Uttam Kumaran: I sent something to provenance on
399 00:48:57.120 ⇒ 00:48:58.970 Uttam Kumaran: on June 16.th
400 00:48:59.350 ⇒ 00:49:00.160 Uttam Kumaran: So.
401 00:49:00.160 ⇒ 00:49:00.750 Hannah Wang: Okay.
402 00:49:06.580 ⇒ 00:49:14.719 Uttam Kumaran: So I still don’t think I think probably Friday is a good day for follow up days. You you’re also free to add properties to this like this is kind of just like.
403 00:49:14.720 ⇒ 00:49:15.070 Hannah Wang: Okay.
404 00:49:15.070 ⇒ 00:49:18.519 Uttam Kumaran: It’s a bit of a Frankenstein cause we just sort of added stuff as we as we went.
405 00:49:19.340 ⇒ 00:49:25.090 Uttam Kumaran: You can add, like, I think there is even like a like
406 00:49:26.380 ⇒ 00:49:29.380 Uttam Kumaran: we do have a last contacted date.
407 00:49:29.380 ⇒ 00:49:30.230 Hannah Wang: Hmm.
408 00:49:30.230 ⇒ 00:49:36.940 Uttam Kumaran: And you can add like a next, follow up date or and we can work on that. But, like.
409 00:49:36.940 ⇒ 00:49:37.410 Hannah Wang: Okay.
410 00:49:37.410 ⇒ 00:49:51.450 Uttam Kumaran: This is a good example of like we don’t need to follow up with these guys until Friday. And the last thing that mean that me. The one thing that me and Robert agreed is these should at least these shouldn’t be no further beyond the the following, the closest Friday.
411 00:49:51.800 ⇒ 00:49:52.250 Hannah Wang: Okay.
412 00:49:52.250 ⇒ 00:49:58.379 Uttam Kumaran: So all of these like this I missed following up on this is actually a really good example.
413 00:49:58.770 ⇒ 00:50:04.749 Uttam Kumaran: Maybe. Yeah, I think so. Let me even just know, actually, there’s some that I clearly have not done
414 00:50:04.950 ⇒ 00:50:10.555 Uttam Kumaran: that would be really helpful. So let me just put this in the notion, too. So maybe I should just put like
415 00:50:14.380 ⇒ 00:50:17.330 Uttam Kumaran: 6 18.
416 00:50:20.140 ⇒ 00:50:30.350 Uttam Kumaran: So Troy otmer, this is gonna be a post meet post meeting. Follow up.
417 00:50:30.930 ⇒ 00:50:33.075 Uttam Kumaran: We have our
418 00:50:37.200 ⇒ 00:50:41.849 Uttam Kumaran: do you wanna walk through the one for elsewhere? Or do you wish I just go through with the one I
419 00:50:42.280 ⇒ 00:50:43.420 Uttam Kumaran: generated.
420 00:50:44.449 ⇒ 00:50:47.689 Hannah Wang: You should just do the one you did. You did it, anyway. Yeah.
421 00:51:06.660 ⇒ 00:51:10.829 Uttam Kumaran: so, and then I think in terms of follow ups.
422 00:51:29.470 ⇒ 00:51:34.600 Uttam Kumaran: and then there will be a couple here that Robert has as well.
423 00:51:35.310 ⇒ 00:51:36.140 Hannah Wang: Okay.
424 00:51:38.810 ⇒ 00:51:44.539 Uttam Kumaran: and I think he’s taking blueprint, although if you want to take blueprint you could take a stop at that, too.
425 00:51:44.540 ⇒ 00:51:45.360 Hannah Wang: Okay.
426 00:51:46.130 ⇒ 00:51:49.412 Uttam Kumaran: So maybe I think I’m gonna put.
427 00:52:02.310 ⇒ 00:52:03.510 Uttam Kumaran: how does this look.
428 00:52:05.350 ⇒ 00:52:09.870 Hannah Wang: So the 1st 2 are post meeting stuff.
429 00:52:10.670 ⇒ 00:52:11.500 Uttam Kumaran: Yes.
430 00:52:11.500 ⇒ 00:52:14.389 Hannah Wang: And then the last 2 are just following up. Okay.
431 00:52:14.540 ⇒ 00:52:19.119 Uttam Kumaran: Yes, and and in fact, if you look at the the prompt
432 00:52:19.942 ⇒ 00:52:33.660 Uttam Kumaran: like that the AI has sales follow up.
433 00:52:37.207 ⇒ 00:52:40.410 Uttam Kumaran: It actually classifies.
434 00:52:41.450 ⇒ 00:52:42.450 Hannah Wang: Oh!
435 00:52:43.020 ⇒ 00:52:43.820 Uttam Kumaran: This.
436 00:52:43.820 ⇒ 00:52:44.610 Hannah Wang: Yeah.
437 00:52:45.230 ⇒ 00:52:46.660 Uttam Kumaran: And then, if if it’s unclear, it’ll ask.
438 00:52:46.660 ⇒ 00:52:48.200 Hannah Wang: Past you. Okay.
439 00:52:48.200 ⇒ 00:52:54.410 Uttam Kumaran: So you kind of like it’s kind of. I just try to make it a little dummy proof, because sometimes I forget.
440 00:52:54.410 ⇒ 00:52:55.020 Hannah Wang: Yeah.
441 00:52:55.020 ⇒ 00:52:59.539 Uttam Kumaran: And so it sort of it’ll it’ll go through. And like, basically be like, okay, this seems like a
442 00:53:00.310 ⇒ 00:53:01.430 Uttam Kumaran: discovery or postcode.
443 00:53:01.430 ⇒ 00:53:01.850 Hannah Wang: Okay.
444 00:53:02.190 ⇒ 00:53:05.460 Uttam Kumaran: For the most part it’ll be like in this range.
445 00:53:05.460 ⇒ 00:53:05.890 Hannah Wang: Okay.
446 00:53:05.890 ⇒ 00:53:09.129 Uttam Kumaran: But this is an interesting prompt that you should totally modify and
447 00:53:09.540 ⇒ 00:53:20.489 Uttam Kumaran: kind of iterate through it. And then all I did is, I, I added our examples. Here’s an example of the early scoping one. Here’s an example of the post scoping one. Here’s an example of the discovery call.
448 00:53:20.670 ⇒ 00:53:22.760 Uttam Kumaran: Here’s an example of the nudge.
449 00:53:22.760 ⇒ 00:53:23.660 Hannah Wang: Hmm.
450 00:53:23.660 ⇒ 00:53:26.230 Uttam Kumaran: Here’s the post signature kickoff. Here’s the check in.
451 00:53:26.980 ⇒ 00:53:28.560 Uttam Kumaran: but gave it all those examples.
452 00:53:28.560 ⇒ 00:53:29.380 Hannah Wang: Okay.
453 00:53:29.380 ⇒ 00:53:31.380 Uttam Kumaran: The things I didn’t do here.
454 00:53:31.826 ⇒ 00:53:34.039 Uttam Kumaran: And I don’t know. Maybe I should.
455 00:53:34.200 ⇒ 00:53:36.690 Uttam Kumaran: Maybe we should have like a section for
456 00:53:37.910 ⇒ 00:53:40.109 Uttam Kumaran: things to improve. I don’t even know
457 00:53:40.380 ⇒ 00:53:48.769 Uttam Kumaran: I didn’t give it did not give it, or like to do.
458 00:53:49.180 ⇒ 00:53:51.660 Uttam Kumaran: Give it all out, give it
459 00:53:52.190 ⇒ 00:53:55.709 Uttam Kumaran: a list of our sales and materials.
460 00:53:58.460 ⇒ 00:54:04.800 Uttam Kumaran: including videos for it to try and attach and taste cool.
461 00:54:05.760 ⇒ 00:54:06.490 Hannah Wang: Hmm.
462 00:54:07.210 ⇒ 00:54:13.699 Uttam Kumaran: That’s probably one thing probably to do also is like, remove M. Dash.
463 00:54:13.890 ⇒ 00:54:15.900 Hannah Wang: And no emojis.
464 00:54:17.340 ⇒ 00:54:19.639 Uttam Kumaran: So that’s all. Some stuff you can.
465 00:54:19.640 ⇒ 00:54:20.030 Hannah Wang: Okay.
466 00:54:20.030 ⇒ 00:54:24.500 Uttam Kumaran: But I would totally say, use this prompt, because otherwise it’s listed like brutal.
467 00:54:24.500 ⇒ 00:54:25.260 Hannah Wang: Yeah.
468 00:54:25.570 ⇒ 00:54:32.779 Hannah Wang: So you use that prompt, you create a new project. You make it respond like, have that prompt in there? And then you just
469 00:54:33.785 ⇒ 00:54:36.549 Hannah Wang: copy paste the transcript and the whisper.
470 00:54:36.550 ⇒ 00:54:36.960 Uttam Kumaran: Correct.
471 00:54:36.960 ⇒ 00:54:39.459 Hannah Wang: Stuff, and then go from there.
472 00:54:39.650 ⇒ 00:54:40.240 Uttam Kumaran: Correct.
473 00:54:40.240 ⇒ 00:54:40.650 Hannah Wang: Okay.
474 00:54:40.650 ⇒ 00:54:42.769 Uttam Kumaran: Yeah. So here’s an example where I literally just I didn’t.
475 00:54:42.770 ⇒ 00:54:43.130 Hannah Wang: Right.
476 00:54:43.130 ⇒ 00:54:45.380 Uttam Kumaran: Anything on this one. I just pasted it in.
477 00:54:45.380 ⇒ 00:54:45.800 Hannah Wang: Okay.
478 00:54:45.800 ⇒ 00:54:49.160 Uttam Kumaran: And I honestly I legit. All I did is says, remove the emoji.
479 00:54:49.160 ⇒ 00:54:50.430 Hannah Wang: No emojis.
480 00:54:50.430 ⇒ 00:54:51.380 Uttam Kumaran: And I rip this.
481 00:54:51.380 ⇒ 00:54:52.130 Hannah Wang: Okay.
482 00:54:52.260 ⇒ 00:54:53.490 Uttam Kumaran: Yeah. Okay.
483 00:54:55.810 ⇒ 00:54:56.670 Hannah Wang: All right.
484 00:54:57.320 ⇒ 00:55:08.670 Uttam Kumaran: So that would be very helpful. I do think you could have this in linear if you’d like. We do have a sales project. Maybe that could be helpful for tracking, although, like.
485 00:55:08.670 ⇒ 00:55:09.450 Hannah Wang: Yeah.
486 00:55:09.450 ⇒ 00:55:15.230 Uttam Kumaran: It’s it’s up to you. You could also create it from the slack message itself.
487 00:55:16.931 ⇒ 00:55:23.310 Uttam Kumaran: And you could totally. We can redo. However, we do this, or we can create another sales coordination project.
488 00:55:23.500 ⇒ 00:55:24.380 Hannah Wang: Hmm.
489 00:55:25.850 ⇒ 00:55:30.560 Hannah Wang: Yeah, I think the tricky part will be like
490 00:55:30.920 ⇒ 00:55:35.640 Hannah Wang: knowing. Cause. Obviously, I wanna do this like eventually, autonomously, right?
491 00:55:35.640 ⇒ 00:55:36.220 Uttam Kumaran: Yes.
492 00:55:36.220 ⇒ 00:55:37.620 Hannah Wang: Guess like knowing
493 00:55:38.040 ⇒ 00:55:43.640 Hannah Wang: when you had the call, or but then, if you have like that post, call sales process.
494 00:55:43.640 ⇒ 00:55:47.260 Uttam Kumaran: But let’s say we have a call where it’s like, okay, it went south.
495 00:55:47.260 ⇒ 00:55:47.990 Hannah Wang: Okay.
496 00:55:47.990 ⇒ 00:55:49.120 Uttam Kumaran: Or they’re not down.
497 00:55:49.590 ⇒ 00:55:57.920 Uttam Kumaran: And like. But see, I don’t think it’s that much effort for for me or Robert to put in slack and give you the 30 seconds on, like, what what it was.
498 00:55:57.920 ⇒ 00:56:06.390 Hannah Wang: Okay, cause I know. The zoom like AI thing also posts. So maybe in that thread you can.
499 00:56:06.790 ⇒ 00:56:08.050 Uttam Kumaran: Oh, yeah. Exactly.
500 00:56:08.050 ⇒ 00:56:09.190 Hannah Wang: Yeah.
501 00:56:09.190 ⇒ 00:56:11.439 Uttam Kumaran: Yeah. So if you go to sales.
502 00:56:11.440 ⇒ 00:56:12.240 Hannah Wang: Yeah.
503 00:56:12.240 ⇒ 00:56:12.910 Uttam Kumaran: Yeah.
504 00:56:13.080 ⇒ 00:56:19.599 Hannah Wang: Yeah, it’s right there. Yeah. So just put your whisper blurb there and then I’ll rip it. Yeah.
505 00:56:19.600 ⇒ 00:56:21.429 Uttam Kumaran: So here’s an example of like S.
506 00:56:22.600 ⇒ 00:56:22.960 Hannah Wang: Hmm.
507 00:56:22.960 ⇒ 00:56:24.590 Uttam Kumaran: The Sloan one where I said didn’t know
508 00:56:24.590 ⇒ 00:56:28.169 Uttam Kumaran: like Here’s so instead here, I would just have given the blurb.
509 00:56:28.170 ⇒ 00:56:29.930 Hannah Wang: Hmm. Yeah. Yep.
510 00:56:31.050 ⇒ 00:56:31.529 Uttam Kumaran: Yeah, so.
511 00:56:31.530 ⇒ 00:56:41.819 Hannah Wang: Either post the granola, or if it wasn’t record, if it wasn’t recorded on zoom, or like the zoom summarizer, just like, put it in the thread like the blurb, and then I can take it from there.
512 00:56:42.380 ⇒ 00:56:43.080 Uttam Kumaran: Okay.
513 00:56:43.270 ⇒ 00:56:44.220 Hannah Wang: Because then
514 00:56:44.220 ⇒ 00:56:49.131 Hannah Wang: then I’ll know, like, without having to ask you, did you have any meetings today that you had meetings
515 00:56:49.580 ⇒ 00:56:52.510 Hannah Wang: so totally yeah, myself.
516 00:56:55.310 ⇒ 00:56:56.976 Uttam Kumaran: I think this is like,
517 00:57:12.660 ⇒ 00:57:21.200 Uttam Kumaran: So yeah, I I think what I’ll do is like, at least we’ll give you the blurb. And then I think this is a good way to go. Some of these also are like, for example, Acid League.
518 00:57:21.350 ⇒ 00:57:26.010 Uttam Kumaran: It’s not the right time, and I spent like 2 h getting barbecue with them. The other day.
519 00:57:26.580 ⇒ 00:57:32.600 Uttam Kumaran: That one. I’m like he’s emailing me back and forth because I told him to start using Chat Gpt for cooking. This guy’s like a he’s a chef.
520 00:57:32.600 ⇒ 00:57:33.100 Hannah Wang: Oh!
521 00:57:33.100 ⇒ 00:57:36.100 Uttam Kumaran: And so that one I’ll like, I’ll email you. I don’t need to AI generate like.
522 00:57:36.100 ⇒ 00:57:36.640 Hannah Wang: Okay.
523 00:57:36.640 ⇒ 00:57:38.040 Uttam Kumaran: He’s like a homie now, so
524 00:57:39.476 ⇒ 00:57:44.070 Uttam Kumaran: but for these these are like these are all business like pretty pretty, but like
525 00:57:44.450 ⇒ 00:57:46.880 Uttam Kumaran: this meeting we have recorded and.
526 00:57:46.880 ⇒ 00:57:47.390 Hannah Wang: Right.
527 00:57:47.390 ⇒ 00:57:52.370 Uttam Kumaran: There’s a bunch of follow ups in there and then, like thinking about what to attach there, they would each take 30
528 00:57:52.640 ⇒ 00:57:54.080 Uttam Kumaran: 30 min each.
529 00:57:54.450 ⇒ 00:57:54.970 Hannah Wang: Hmm.
530 00:57:54.970 ⇒ 00:58:05.070 Uttam Kumaran: If I were to do them. And so I think that’s where it would be helpful to at least have the 1st crack taken, because I can review these on my phone and like anywhere and and fire it off.
531 00:58:05.270 ⇒ 00:58:18.069 Hannah Wang: Like 30 min, as in the whole process of taking the transcript like it, running it through chat, and like drafting everything, seeing what to attach like that whole process that you walk me through right now. That would take you around 30 min. You’re saying.
532 00:58:18.350 ⇒ 00:58:22.169 Hannah Wang: in addition to me, multitasking like 10 other things at all times.
533 00:58:22.170 ⇒ 00:58:23.699 Hannah Wang: Fair. Fair. Okay?
534 00:58:23.700 ⇒ 00:58:29.830 Uttam Kumaran: So that’s things don’t. No, no like, yeah, I cause I have to be doing a hundred other things.
535 00:58:29.830 ⇒ 00:58:30.790 Uttam Kumaran: Yeah, yeah.
536 00:58:30.790 ⇒ 00:58:31.189 Hannah Wang: It’s good.
537 00:58:31.190 ⇒ 00:58:35.270 Uttam Kumaran: Because, like, I have to go find these and I have to. And then also, it’s the context switching. I gotta
538 00:58:35.270 ⇒ 00:58:37.110 Uttam Kumaran: break out some other stuff. Yeah.
539 00:58:37.359 ⇒ 00:58:42.600 Uttam Kumaran: and so that’s what I would say, I kind of round up a little bit to like, yeah, it’s about 30
540 00:58:42.600 ⇒ 00:58:43.680 Uttam Kumaran: 30. Okay, yeah.
541 00:58:43.680 ⇒ 00:58:49.899 Uttam Kumaran: The other thing is like, if I don’t have the 30 min, or I don’t have the peace of mind to go do this. Then we lose a day, 2 days, 3 days.
542 00:58:49.900 ⇒ 00:58:50.970 Hannah Wang: Right, yeah.
543 00:58:50.970 ⇒ 00:58:51.620 Uttam Kumaran: Right.
544 00:58:51.620 ⇒ 00:58:52.440 Hannah Wang: Okay.
545 00:58:52.840 ⇒ 00:58:57.109 Uttam Kumaran: So this is at least helpful for me and Robert to have one other helping hand here.
546 00:58:57.110 ⇒ 00:58:57.580 Hannah Wang: Yeah.
547 00:58:57.580 ⇒ 00:59:00.330 Uttam Kumaran: And of course I think we will.
548 00:59:01.160 ⇒ 00:59:12.780 Uttam Kumaran: We’re we’re we’re not hoping to try to get someone for this that I think would be easy to hand this process off to, but just even talking through this with you, and having this Zoom Meeting hopefully, will help put some structure to this whole thing.
549 00:59:12.780 ⇒ 00:59:13.500 Hannah Wang: Yeah.
550 00:59:13.920 ⇒ 00:59:18.709 Hannah Wang: Okay, yeah. So apologies. If I like, spam the channel.
551 00:59:18.710 ⇒ 00:59:20.739 Uttam Kumaran: No, just know what I’m doing, screaming.
552 00:59:20.740 ⇒ 00:59:21.590 Uttam Kumaran: I don’t care. Yeah.
553 00:59:21.590 ⇒ 00:59:21.910 Hannah Wang: Okay.
554 00:59:21.910 ⇒ 00:59:23.760 Uttam Kumaran: And everything. I don’t care. Yeah.
555 00:59:24.130 ⇒ 00:59:32.050 Hannah Wang: So give me the credentials to your email, and then I’ll start like trying to whip up some drafts. And then, yeah, I’ll just.
556 00:59:32.050 ⇒ 00:59:33.010 Uttam Kumaran: So I mean.
557 00:59:33.010 ⇒ 00:59:33.630 Hannah Wang: Yeah.
558 00:59:33.630 ⇒ 00:59:37.920 Uttam Kumaran: Yeah, let me just see how I can give that to you right now, just to confirm.
559 01:00:16.340 ⇒ 01:00:17.830 Uttam Kumaran: okay, so
560 01:00:45.030 ⇒ 01:00:51.069 Uttam Kumaran: yeah, that’s the thing I I can’t. I don’t do like anything. I do rarely. I do like one thing at a time.
561 01:00:51.070 ⇒ 01:00:51.780 Hannah Wang: Yeah.
562 01:00:52.030 ⇒ 01:00:55.750 Uttam Kumaran: So things just take longer cause of that like cause of that alone.
563 01:00:55.890 ⇒ 01:00:56.590 Hannah Wang: Yeah.
564 01:00:56.590 ⇒ 01:01:01.480 Uttam Kumaran: Cause at any moment. I’m like, I’m like getting hit by like 5 people like, there’s a bunch of emails. And like.
565 01:01:01.480 ⇒ 01:01:04.100 Uttam Kumaran: yeah, of course I have like tons of other shit, so.
566 01:01:04.100 ⇒ 01:01:04.790 Hannah Wang: Yeah.
567 01:01:05.930 ⇒ 01:01:07.440 Uttam Kumaran: That’s more of the tax.
568 01:01:08.120 ⇒ 01:01:14.579 Uttam Kumaran: But this is like literally the most important thing is so brutal, like sales follow up, is literally sitting on cash.
569 01:01:14.580 ⇒ 01:01:14.970 Hannah Wang: Yeah.
570 01:01:14.970 ⇒ 01:01:15.650 Uttam Kumaran: So
571 01:01:20.850 ⇒ 01:01:23.629 Uttam Kumaran: okay, let’s check to see if you got that.
572 01:01:25.170 ⇒ 01:01:31.310 Hannah Wang: Yes, except confirm.
573 01:01:32.950 ⇒ 01:01:38.855 Hannah Wang: It may take up to 30 min for the verification to complete. Okay,
574 01:01:41.190 ⇒ 01:01:42.699 Uttam Kumaran: Wait! It should be quick! Try.
575 01:01:43.620 ⇒ 01:01:45.719 Hannah Wang: So go to.
576 01:01:46.890 ⇒ 01:01:47.840 Uttam Kumaran: But this is accepted.
577 01:01:47.840 ⇒ 01:01:51.469 Hannah Wang: Oh, yes, I see it sweet. Okay, I’m in. Yeah.
578 01:01:51.470 ⇒ 01:01:54.560 Uttam Kumaran: What does that like? How, what does it look like on your end? You just literally get.
579 01:01:54.560 ⇒ 01:01:55.370 Hannah Wang: Screen.
580 01:01:55.370 ⇒ 01:01:56.030 Uttam Kumaran: Yeah.
581 01:01:58.540 ⇒ 01:02:00.620 Hannah Wang: Yeah, I just get everything that you see.
582 01:02:00.620 ⇒ 01:02:02.130 Uttam Kumaran: Oh, solid, perfect.
583 01:02:02.130 ⇒ 01:02:02.480 Hannah Wang: Yeah.
584 01:02:02.480 ⇒ 01:02:03.100 Uttam Kumaran: Cool.
585 01:02:04.100 ⇒ 01:02:04.670 Uttam Kumaran: Oh!
586 01:02:06.290 ⇒ 01:02:14.800 Hannah Wang: Okay, I’m also thinking, like, you can probably like my, these figma updates like they get sent
587 01:02:14.920 ⇒ 01:02:19.030 Hannah Wang: to updates for me. So I don’t know why. It’s like taking up.
588 01:02:19.030 ⇒ 01:02:22.859 Uttam Kumaran: Yeah, cause I cause I wanna make sure I do reply to you guys.
589 01:02:22.860 ⇒ 01:02:24.109 Hannah Wang: I see. Okay.
590 01:02:24.110 ⇒ 01:02:28.830 Uttam Kumaran: I have it really get into my, but I don’t get. I don’t have it for much other stuff.
591 01:02:29.200 ⇒ 01:02:30.010 Hannah Wang: Yeah.
592 01:02:30.200 ⇒ 01:02:31.890 Uttam Kumaran: There is a lot of organ.
593 01:02:32.270 ⇒ 01:02:40.289 Uttam Kumaran: Don’t take that off to leave that because I get a lot of emails. So I just make sure I I can get through that. But.
594 01:02:40.290 ⇒ 01:02:40.950 Hannah Wang: Yeah.
595 01:02:42.950 ⇒ 01:02:43.350 Hannah Wang: Okay.
596 01:02:43.350 ⇒ 01:02:43.880 Uttam Kumaran: Cool.
597 01:02:45.130 ⇒ 01:02:49.860 Hannah Wang: Yeah, I’ll be very careful in here. I don’t wanna like delete something by accident, so I will.
598 01:02:49.860 ⇒ 01:02:54.038 Uttam Kumaran: No, you’re fine, and then I think the only other thing is
599 01:02:55.560 ⇒ 01:02:57.248 Uttam Kumaran: Let’s see how it goes. I think
600 01:02:57.490 ⇒ 01:02:58.220 Hannah Wang: Yeah.
601 01:02:59.260 ⇒ 01:03:00.410 Uttam Kumaran: Maybe.
602 01:03:00.530 ⇒ 01:03:07.699 Uttam Kumaran: Do you want to just send a quick note to the managers, team and tag, Robert, and you can just say what what you’re taking on.
603 01:03:07.700 ⇒ 01:03:08.370 Hannah Wang: Yeah.
604 01:03:08.370 ⇒ 01:03:10.950 Uttam Kumaran: Ideally. I mean, you could also wait for this
605 01:03:11.190 ⇒ 01:03:14.471 Uttam Kumaran: zoom to finish and then have AI do that. But
606 01:03:15.230 ⇒ 01:03:25.440 Uttam Kumaran: I would say, just let him know that, like you, we we did that. We granted you the access to my email. You’re taking on these initial follow ups. Here’s our process.
607 01:03:25.690 ⇒ 01:03:27.680 Hannah Wang: If he wants to.
608 01:03:28.410 ⇒ 01:03:32.040 Uttam Kumaran: Like, if he can do the same, then to just do this same, basically.
609 01:03:32.040 ⇒ 01:03:32.640 Hannah Wang: Okay.
610 01:03:33.580 ⇒ 01:03:35.110 Hannah Wang: Okay, yeah.
611 01:03:36.050 ⇒ 01:03:39.459 Hannah Wang: Okay, yeah. Let me just sit with this and then also
612 01:03:39.860 ⇒ 01:03:46.090 Hannah Wang: try taking a stab at it. And then I’ll just keep you guys updated in the sales channel.
613 01:03:48.570 ⇒ 01:03:52.370 Hannah Wang: Oh, I can’t hear you your mic.
614 01:03:53.760 ⇒ 01:03:55.369 Hannah Wang: It’s not working.
615 01:03:56.530 ⇒ 01:04:01.029 Hannah Wang: I don’t know if that’s just me. Whoa! Hello! Can you hear me?
616 01:04:04.070 ⇒ 01:04:05.420 Hannah Wang: Hello! Hello!
617 01:04:05.420 ⇒ 01:04:06.560 Uttam Kumaran: Wait! Say that one more time.
618 01:04:06.560 ⇒ 01:04:09.629 Hannah Wang: Oh, I was saying that I couldn’t hear you for the past.
619 01:04:09.630 ⇒ 01:04:10.040 Uttam Kumaran: Oh!
620 01:04:10.040 ⇒ 01:04:10.680 Hannah Wang: Seconds.
621 01:04:10.680 ⇒ 01:04:15.110 Uttam Kumaran: No, no, I was. I was just saying that like once. You do this a couple of times, and you
622 01:04:15.220 ⇒ 01:04:31.639 Uttam Kumaran: see, kind of like what the pain points is, it’ll make you. It’ll be really clear what what you’ll need to automate the AI team can get can do the whole end to end. They can go from meeting to classifying the meeting, to pulling from Hubspot or notion to the landing a draft in an inbox.
623 01:04:31.640 ⇒ 01:04:32.040 Hannah Wang: Okay.
624 01:04:32.040 ⇒ 01:04:32.970 Uttam Kumaran: So
625 01:04:33.080 ⇒ 01:04:38.959 Uttam Kumaran: I would kind of do this and then try to see if you work with them. There’s gonna be some stuff where the AI is not gonna have like.
626 01:04:39.160 ⇒ 01:04:45.069 Uttam Kumaran: I don’t think it’ll have like all the contacts, and maybe you do need the blurb from me and the right phase.
627 01:04:45.180 ⇒ 01:04:48.150 Uttam Kumaran: But like
628 01:04:48.570 ⇒ 01:04:52.790 Uttam Kumaran: half of what what we’re doing here is like what you would hire a salesperson to do. And so
629 01:04:52.790 ⇒ 01:04:54.420 Uttam Kumaran: that’s what really trying to push off.
630 01:04:54.420 ⇒ 01:05:02.229 Hannah Wang: Okay, yeah, let me just try doing it a couple of times, and then I’ll just talk with the staff or Casey or Miguel and go from there.
631 01:05:02.450 ⇒ 01:05:07.221 Uttam Kumaran: Okay, I had one more thing while I have you just for a sec. So
632 01:05:08.100 ⇒ 01:05:13.799 Uttam Kumaran: I think you mentioned before that you were like, actually a lot more interested in doing like actual
633 01:05:13.980 ⇒ 01:05:15.899 Uttam Kumaran: product stuff. And
634 01:05:16.160 ⇒ 01:05:22.230 Uttam Kumaran: the AI team is actually need some help with like doing some low like wire frames, or even like.
635 01:05:22.230 ⇒ 01:05:22.760 Hannah Wang: No. 5.
636 01:05:22.760 ⇒ 01:05:23.760 Uttam Kumaran: Mock, ups.
637 01:05:23.760 ⇒ 01:05:24.450 Hannah Wang: Yeah.
638 01:05:24.450 ⇒ 01:05:31.680 Uttam Kumaran: For our what is now zoom search, but we’re building like a kind of a whole platform here.
639 01:05:31.680 ⇒ 01:05:32.440 Hannah Wang: Okay.
640 01:05:32.681 ⇒ 01:05:36.970 Uttam Kumaran: To give you a couple of things, and I told Miguel to to call you.
641 01:05:36.970 ⇒ 01:05:37.370 Hannah Wang: Okay.
642 01:05:37.370 ⇒ 01:05:42.840 Uttam Kumaran: Is one we wanted to basically add a side. I mean, actually, I’ll I’ll let you
643 01:05:43.180 ⇒ 01:05:44.900 Uttam Kumaran: make all the decisions. But like.
644 01:05:44.900 ⇒ 01:05:45.500 Hannah Wang: Okay.
645 01:05:45.500 ⇒ 01:05:47.599 Uttam Kumaran: There’s kind of 2 things I want one.
646 01:05:47.740 ⇒ 01:05:55.219 Uttam Kumaran: I want to be able to see all the meetings related to a client and be able to chat with the client hub in here.
647 01:05:55.620 ⇒ 01:05:55.980 Hannah Wang: Hmm.
648 01:05:55.980 ⇒ 01:06:07.720 Uttam Kumaran: So my solution was like we should have a sidebar. You could see all of our clients. You could go in, see all the meetings that were related to that, and be able to chat with that client and the meetings.
649 01:06:08.788 ⇒ 01:06:15.660 Uttam Kumaran: So we kind of want to create a client Hub experience. We also want to create that for each of our teams. So we want like A,
650 01:06:15.850 ⇒ 01:06:20.440 Uttam Kumaran: we also would want one for sales and for project management and things like that.
651 01:06:22.170 ⇒ 01:06:26.790 Uttam Kumaran: The second thing is, I think there’s a lot we can improve on this Ui.
652 01:06:28.820 ⇒ 01:06:34.189 Uttam Kumaran: Not only all the orientation, but like I’m like
653 01:06:34.490 ⇒ 01:06:38.559 Uttam Kumaran: pretty zoomed out like this is horrible spacing
654 01:06:39.010 ⇒ 01:06:43.700 Uttam Kumaran: they can do. They can change all of this to be like way better.
655 01:06:43.700 ⇒ 01:06:44.320 Hannah Wang: Yeah.
656 01:06:44.579 ⇒ 01:06:50.540 Uttam Kumaran: But like they ran as far as they could, I think I basically am telling them just like, put it below, like whatever.
657 01:06:50.540 ⇒ 01:06:50.944 Hannah Wang: Yeah.
658 01:06:51.350 ⇒ 01:06:55.110 Uttam Kumaran: So this is sort of like, I would say our a meeting hub.
659 01:06:56.060 ⇒ 01:06:59.230 Uttam Kumaran: And then we’re gonna have a hub for every client.
660 01:06:59.580 ⇒ 01:07:04.569 Uttam Kumaran: and then something around sales and probably something around project management.
661 01:07:05.255 ⇒ 01:07:10.370 Uttam Kumaran: That’s gonna be related to like going into a client seeing all the tickets that need to be groomed. So
662 01:07:10.670 ⇒ 01:07:14.609 Uttam Kumaran: I think we’re gonna start developing this sort of platform a little bit more internally.
663 01:07:14.740 ⇒ 01:07:15.240 Hannah Wang: Hmm.
664 01:07:15.240 ⇒ 01:07:18.500 Uttam Kumaran: Miguel, I think as long as he just has a design.
665 01:07:18.730 ⇒ 01:07:22.969 Uttam Kumaran: or even Lo-fi, you can start to build it. I don’t want it to be, too.
666 01:07:23.510 ⇒ 01:07:27.880 Uttam Kumaran: if it’s cause. He’s sort of like using AI to to build a lot of this. So.
667 01:07:27.880 ⇒ 01:07:28.320 Hannah Wang: Yeah.
668 01:07:28.320 ⇒ 01:07:31.899 Uttam Kumaran: But I think they just need some direction on orientation and like
669 01:07:32.910 ⇒ 01:07:40.680 Uttam Kumaran: to date all this. They’ve nobody on the team is a designer. So we they just, I just said, Put a table here and they’re using some default table thing.
670 01:07:40.850 ⇒ 01:07:41.590 Hannah Wang: Okay.
671 01:07:42.550 ⇒ 01:07:42.870 Uttam Kumaran: Okay.
672 01:07:42.870 ⇒ 01:07:46.769 Hannah Wang: Yeah, I mean, even like. And too, I feel like, if you.
673 01:07:46.770 ⇒ 01:07:53.000 Uttam Kumaran: I said, Yeah, as long, either. Yeah, whoever wants to wants to work on that. I told them to.
674 01:07:54.490 ⇒ 01:07:56.400 Uttam Kumaran: Maybe just give you a call.
675 01:07:56.400 ⇒ 01:08:00.090 Hannah Wang: Yeah. Okay, yeah. Sure.
676 01:08:01.280 ⇒ 01:08:03.869 Hannah Wang: Okay. Lots of moving parts. But.
677 01:08:03.870 ⇒ 01:08:10.179 Uttam Kumaran: Yeah, this is like, I think, a a fun thing. And I also think we’re the customer. So
678 01:08:10.750 ⇒ 01:08:18.549 Uttam Kumaran: you can easily go interview people and ask them. And like, I also think we’re finally a point where like this stuff is, it’s actually clutch having this.
679 01:08:18.550 ⇒ 01:08:19.340 Hannah Wang: Yeah.
680 01:08:19.340 ⇒ 01:08:20.870 Uttam Kumaran: Like, I’ve been using it a lot.
681 01:08:21.380 ⇒ 01:08:24.790 Uttam Kumaran: So I think it’s gonna be nice for us to expand.
682 01:08:25.260 ⇒ 01:08:32.279 Uttam Kumaran: For example, like we should be able to do like go to go to the sales meeting market as a
683 01:08:32.439 ⇒ 01:08:37.809 Uttam Kumaran: like, what phase it’s in generate that, like, everything that goes on can happen in here basically.
684 01:08:37.810 ⇒ 01:08:38.600 Hannah Wang: I see.
685 01:08:38.939 ⇒ 01:08:46.719 Uttam Kumaran: Alright cause cause we ideally like don’t want to be using these projects that, like we have to be sharing prompts. Nobody should care about
686 01:08:47.419 ⇒ 01:08:50.069 Uttam Kumaran: like ha going to prompt library, putting into their thing.
687 01:08:50.069 ⇒ 01:08:50.749 Hannah Wang: Right.
688 01:08:50.750 ⇒ 01:08:52.750 Uttam Kumaran: You should have a sales. Follow up.
689 01:08:53.290 ⇒ 01:08:55.300 Uttam Kumaran: Agent, that you can talk to.
690 01:08:55.300 ⇒ 01:08:57.660 Hannah Wang: Yeah, and have it all within this platform.
691 01:08:57.660 ⇒ 01:09:01.910 Uttam Kumaran: Yeah. So we wanna make it again like, lack of a better like very dummy proof.
692 01:09:01.910 ⇒ 01:09:02.700 Hannah Wang: Yeah.
693 01:09:03.040 ⇒ 01:09:11.430 Uttam Kumaran: To where like, Oh, I want to do this thing. Oh, I should let me go check the platform. Can I do this thing? Yeah, I can generate. Follow up email like, that’s the stuff.
694 01:09:11.439 ⇒ 01:09:12.229 Hannah Wang: Okay.
695 01:09:12.599 ⇒ 01:09:15.067 Hannah Wang: Okay, yeah. I’ll keep that in mind.
696 01:09:15.420 ⇒ 01:09:15.960 Uttam Kumaran: Okay.
697 01:09:17.350 ⇒ 01:09:22.760 Uttam Kumaran: Mustafa, Miguel and Casey all have tickets related to this this this week, and next week.
698 01:09:22.760 ⇒ 01:09:23.680 Hannah Wang: Okay.
699 01:09:25.289 ⇒ 01:09:31.659 Uttam Kumaran: so like. What? What do you think is the best like? How can I facilitate? I mean, I don’t think I can necessarily join.
700 01:09:31.660 ⇒ 01:09:32.080 Hannah Wang: Yeah.
701 01:09:32.386 ⇒ 01:09:37.540 Uttam Kumaran: Do you want me to have them book a meeting?
702 01:09:38.970 ⇒ 01:09:44.619 Uttam Kumaran: like? Do you like? What do you think is and explain like sort of the tasks that they have on their plate to do.
703 01:09:45.930 ⇒ 01:09:48.120 Hannah Wang: And then how I can help. Yeah, I think if yeah
704 01:09:48.120 ⇒ 01:09:55.430 Hannah Wang: reach out to me, that’d probably be helpful. Because I I’m like, I don’t know what’s going on in the AI team, so if they let me know if they reach out to me that.
705 01:09:55.430 ⇒ 01:10:06.830 Uttam Kumaran: So let me ask Miguel to lead a meeting with all them and you and we can invite Ann as well, or she can watch it later. And then you guys can sort of collaborate and just tell me, like what the what the outcomes are.
706 01:10:06.830 ⇒ 01:10:07.180 Hannah Wang: Okay.
707 01:10:09.200 ⇒ 01:10:09.570 Hannah Wang: Okay.
708 01:10:09.570 ⇒ 01:10:10.720 Uttam Kumaran: Yeah, okay.
709 01:10:11.280 ⇒ 01:10:13.579 Hannah Wang: Cool. Alright, my brain.
710 01:10:13.580 ⇒ 01:10:16.510 Hannah Wang: So I gave you 1 1 1 bad.
711 01:10:16.700 ⇒ 01:10:17.880 Uttam Kumaran: Set of work.
712 01:10:17.880 ⇒ 01:10:18.440 Hannah Wang: Yeah.
713 01:10:18.440 ⇒ 01:10:20.529 Uttam Kumaran: Not so fun. And then one more fun.
714 01:10:20.530 ⇒ 01:10:24.900 Hannah Wang: Yeah, yeah, although I don’t mind like the coordination type.
715 01:10:24.900 ⇒ 01:10:25.490 Uttam Kumaran: Okay. Cool.
716 01:10:25.490 ⇒ 01:10:27.849 Hannah Wang: Following up. And I feel like I’m
717 01:10:28.646 ⇒ 01:10:37.590 Hannah Wang: to date. I’ve been like, pretty okay with not dropping stuff and remembering so hopefully that still continues, and I’ll be.
718 01:10:37.590 ⇒ 01:10:38.340 Uttam Kumaran: Look at this guy.
719 01:10:38.340 ⇒ 01:10:39.320 Hannah Wang: Sales stuff.
720 01:10:39.930 ⇒ 01:10:43.290 Hannah Wang: Oh, he’s just chilling. We should give him some work.
721 01:10:44.450 ⇒ 01:10:53.359 Uttam Kumaran: I know he well, I took him to toss the ball earlier. He’s been. He’s tired all day. He gets so tired he’s literally sleeping sideways. Dude.
722 01:10:54.000 ⇒ 01:10:56.719 Uttam Kumaran: He’s like trying to keep his eyes open. He can’t.
723 01:10:56.960 ⇒ 01:10:58.609 Uttam Kumaran: Can you keep your eyes open?
724 01:10:58.610 ⇒ 01:11:00.319 Hannah Wang: Is living life.
725 01:11:01.200 ⇒ 01:11:03.430 Hannah Wang: I love that. He’s just in the background.
726 01:11:03.430 ⇒ 01:11:07.410 Uttam Kumaran: Yeah, his arms are, his arms are fully extended.
727 01:11:07.410 ⇒ 01:11:09.620 Hannah Wang: Does he not sleep like that? Usually.
728 01:11:10.176 ⇒ 01:11:11.289 Uttam Kumaran: I mean
729 01:11:12.175 ⇒ 01:11:20.439 Uttam Kumaran: he, he kinda does it, or whatever he he’s yeah sometimes, but like sometimes he sleeps like a normal dog. Sometimes he sleeps like upside down, like later.
730 01:11:20.440 ⇒ 01:11:21.370 Hannah Wang: Yup! Yup!
731 01:11:21.370 ⇒ 01:11:22.300 Uttam Kumaran: The air.
732 01:11:22.300 ⇒ 01:11:22.970 Hannah Wang: Yeah.
733 01:11:24.050 ⇒ 01:11:29.729 Uttam Kumaran: I think when he hears my voice ranting he gets tired, which is usually like what he does back here.
734 01:11:30.140 ⇒ 01:11:38.619 Hannah Wang: That’s you should be like, you know, those apps like the calm app that puts people to sleep. You should just record a sales call and people will.
735 01:11:40.480 ⇒ 01:11:44.138 Uttam Kumaran: Yeah, and I just put it on loop for him while we leave.
736 01:11:46.040 ⇒ 01:11:46.720 Hannah Wang: Alright!
737 01:11:46.720 ⇒ 01:11:51.359 Uttam Kumaran: Okay, perfect. Thank you so much. It’s a huge help. I appreciate it.
738 01:11:51.360 ⇒ 01:11:53.510 Hannah Wang: Yeah. Yeah. Talk on slack.
739 01:11:53.510 ⇒ 01:11:54.289 Uttam Kumaran: Okay. Cool.
740 01:11:54.520 ⇒ 01:11:55.480 Hannah Wang: I.