Meeting Title: Client Promotions Strategy Sync Date: 2025-06-24 Meeting participants: Hannah Wang, Amber Lin
WEBVTT
1 00:01:20.630 ⇒ 00:01:21.990 Amber Lin: Hi.
2 00:01:23.370 ⇒ 00:01:24.440 Hannah Wang: Hello!
3 00:01:25.580 ⇒ 00:01:27.849 Amber Lin: I am very dead, so.
4 00:01:28.280 ⇒ 00:01:29.460 Hannah Wang: Oh no!
5 00:01:29.460 ⇒ 00:01:31.059 Amber Lin: For this meeting.
6 00:01:32.560 ⇒ 00:01:33.719 Hannah Wang: Sorry. What was that?
7 00:01:33.720 ⇒ 00:01:37.510 Amber Lin: I’m very dead, so I’ll let you drive this meeting.
8 00:01:37.510 ⇒ 00:01:39.370 Hannah Wang: Oh, okay, sure.
9 00:01:39.890 ⇒ 00:01:45.890 Hannah Wang: Oh, where’s my screen share?
10 00:01:49.150 ⇒ 00:01:54.340 Hannah Wang: Okay? So I just used AI to.
11 00:01:55.410 ⇒ 00:02:22.270 Hannah Wang: Come up with promotions that we can do with clients specifically, so that’s kind of broken down into 5 categories. I know it’s a lot. We can probably cut down. I just kind of wrote everything so we can talk about it. But the 1st one is like marketing collabs. So I mean, obvious. An obvious one is case studies which we already have with ABC and stack.
12 00:02:22.880 ⇒ 00:02:23.410 Hannah Wang: Okay.
13 00:02:23.410 ⇒ 00:02:30.329 Amber Lin: Share this with me. I’m gonna at least for my 3 current clients. I can use AI and let it generate something.
14 00:02:30.780 ⇒ 00:02:38.789 Hannah Wang: Yeah, it. I sent it in a channel somewhere, but I know that there’s a lot of messages all the time.
15 00:02:38.790 ⇒ 00:02:40.430 Amber Lin: Is she? Oh, I see!
16 00:02:40.430 ⇒ 00:02:41.370 Hannah Wang: Sent it in zoom.
17 00:02:41.370 ⇒ 00:02:42.980 Amber Lin: Yeah. Awesome.
18 00:02:44.023 ⇒ 00:03:09.810 Hannah Wang: Second one is like white papers or like research type of reports. I don’t know how like applicable this is to our clients. Necessarily cause. I know we did like a white paper with operating dot app, which is, I don’t really know what they do to be honest. But we did a white paper with them, and it was. It was more of like a partnership and not like a client. Promotion.
19 00:03:10.752 ⇒ 00:03:16.500 Hannah Wang: The next one is yeah, like a a collab blog post.
20 00:03:16.590 ⇒ 00:03:24.719 Amber Lin: I think I get the 1st few ones I’m scrolling down. What does the sales enablement internal promotions mean?
21 00:03:27.390 ⇒ 00:03:27.960 Hannah Wang: Hmm!
22 00:03:34.730 ⇒ 00:03:41.150 Hannah Wang: All these words are not making sense to me right now. Turn quarterly business reviews, partner, with.
23 00:03:41.150 ⇒ 00:03:41.860 Amber Lin: Okay.
24 00:03:42.233 ⇒ 00:03:49.080 Hannah Wang: I feel like these are not very applicable, or I feel like training features.
25 00:03:51.980 ⇒ 00:03:53.340 Hannah Wang: I feel like we.
26 00:03:53.340 ⇒ 00:03:59.340 Amber Lin: Example would probably be like, Oh, we train you on data stuff, or we train you on AI stuff.
27 00:04:02.380 ⇒ 00:04:03.790 Amber Lin: Let me just.
28 00:04:03.790 ⇒ 00:04:05.389 Hannah Wang: That’s more of like a case
29 00:04:06.180 ⇒ 00:04:08.400 Hannah Wang: study like. Oh, what we did.
30 00:04:08.400 ⇒ 00:04:10.679 Amber Lin: I think it’s more of a
31 00:04:12.450 ⇒ 00:04:19.189 Amber Lin: We not a case study, but that we. We can use this to train the clients.
32 00:04:19.620 ⇒ 00:04:24.109 Amber Lin: It’s probably not a public facing thing, but we use it to train the clients.
33 00:04:26.530 ⇒ 00:04:29.870 Hannah Wang: Like the AI which train the oh, oh.
34 00:04:31.100 ⇒ 00:04:33.700 Hannah Wang: sorry. Can you explain that? Okay.
35 00:04:34.110 ⇒ 00:04:40.670 Amber Lin: Let me actually got AI real quick, and then I’ll give you an example with ABC.
36 00:04:41.210 ⇒ 00:04:41.880 Hannah Wang: Okay.
37 00:04:45.430 ⇒ 00:04:51.570 Hannah Wang: so you have. ABC, what? Which? Projects or clients are you? Pm, again.
38 00:04:51.570 ⇒ 00:04:55.830 Amber Lin: So let me. There should be somewhere.
39 00:04:56.382 ⇒ 00:05:00.479 Amber Lin: Let me pull up something that has all of the different clients. Give me.
40 00:05:00.480 ⇒ 00:05:00.870 Hannah Wang: Okay.
41 00:05:01.040 ⇒ 00:05:05.499 Amber Lin: And so that would be helpful
42 00:05:08.575 ⇒ 00:05:09.910 Amber Lin: promotions.
43 00:05:10.950 ⇒ 00:05:11.960 Amber Lin: Yeah.
44 00:05:17.720 ⇒ 00:05:20.709 Amber Lin: Yeah. And then you’ll see I’m pming.
45 00:05:21.020 ⇒ 00:05:27.560 Amber Lin: I’m not pming pool parts anymore. So that would be Tom Gaffy.
46 00:05:29.170 ⇒ 00:05:30.030 Amber Lin: Yeah.
47 00:05:30.180 ⇒ 00:05:35.779 Amber Lin: And then there’s past clients that we should also have studies for.
48 00:05:35.990 ⇒ 00:05:40.050 Amber Lin: But I wouldn’t know too much about them, anyways.
49 00:05:40.740 ⇒ 00:05:43.170 Amber Lin: Okay, I will.
50 00:05:44.170 ⇒ 00:05:50.920 Amber Lin: Yeah, let me copy this. I’m gonna put it at the very end. So this one’s from ABC.
51 00:06:03.750 ⇒ 00:06:04.910 Hannah Wang: Whoa!
52 00:06:08.620 ⇒ 00:06:10.483 Hannah Wang: How do I make this a toggle?
53 00:06:17.710 ⇒ 00:06:21.190 Hannah Wang: And then, oh, cool!
54 00:06:22.180 ⇒ 00:06:24.100 Hannah Wang: And I’ll move it all in here.
55 00:06:33.100 ⇒ 00:06:34.140 Hannah Wang: Okay.
56 00:07:01.940 ⇒ 00:07:04.230 Amber Lin: I’m gonna do that for
57 00:07:07.910 ⇒ 00:07:09.890 Amber Lin: another client.
58 00:08:18.560 ⇒ 00:08:25.848 Amber Lin: I don’t think we can post anything about matter more yet, because
59 00:08:26.680 ⇒ 00:08:32.260 Amber Lin: like, we’re not really setting much roadmap for them, and
60 00:08:33.070 ⇒ 00:08:44.860 Amber Lin: it’s kind of like a pre client phase. So they have yet to give us. We’re helping them prepare for their clients, so I don’t know if we can pose for matter more.
61 00:08:46.510 ⇒ 00:08:52.410 Hannah Wang: Oh, we’re hope. Okay, yeah, they’re secretive about their stuff. So I don’t know if they’ll okay.
62 00:08:52.410 ⇒ 00:08:53.210 Amber Lin: Agree.
63 00:08:56.384 ⇒ 00:08:59.940 Amber Lin: Let me check on. If I have other.
64 00:09:01.250 ⇒ 00:09:06.430 Amber Lin: I have other clients. I think full parts would be an interesting one.
65 00:09:07.030 ⇒ 00:09:07.530 Hannah Wang: Okay.
66 00:09:07.530 ⇒ 00:09:12.610 Amber Lin: We have a lot of random stuff here and there, and also I’m not completely on it anymore.
67 00:09:25.300 ⇒ 00:09:38.290 Amber Lin: Anything else other than the different client case studies that we should do, I think.
68 00:09:38.290 ⇒ 00:09:39.220 Hannah Wang: I mean, it’d be helpful.
69 00:09:39.902 ⇒ 00:09:41.950 Amber Lin: Sorry go ahead.
70 00:09:41.950 ⇒ 00:09:45.079 Hannah Wang: Oh, I was just thinking, even just getting like
71 00:09:45.260 ⇒ 00:09:55.670 Hannah Wang: quotes or testimonials is like an easy win. That’s like low hanging fruit. Case studies is A is always a good one.
72 00:09:55.830 ⇒ 00:09:58.349 Hannah Wang: We have one for ABC already.
73 00:10:01.550 ⇒ 00:10:02.919 Hannah Wang: Or even
74 00:10:07.670 ⇒ 00:10:20.869 Hannah Wang: yeah, I’m trying to like, get out of like the partnership brain cause, I know, like partnerships, like they’re down to do like blog posts, or like co-marketing type of stuff. But for clients.
75 00:10:21.570 ⇒ 00:10:29.884 Hannah Wang: And even yeah, if the client is like active on Linkedin.
76 00:10:30.710 ⇒ 00:10:34.529 Hannah Wang: If we could help them write like a post about how we helped them.
77 00:10:36.630 ⇒ 00:10:41.280 Hannah Wang: Or if they have, like a blog. We can do like a
78 00:10:41.550 ⇒ 00:10:49.060 Hannah Wang: blog on their site or on our site. Either one or
79 00:10:52.760 ⇒ 00:10:56.190 Hannah Wang: yeah. Cause I feel like all the other ones will require.
80 00:10:56.690 ⇒ 00:11:01.019 Hannah Wang: It’s like higher lift. And I don’t know if we can like ask
81 00:11:01.410 ⇒ 00:11:13.070 Hannah Wang: like, Hey, we wanna do this big thing like, would you be down to help with us. I don’t really know, like the relationships that we have with the clients, and because I know each client is different, too. So
82 00:11:15.230 ⇒ 00:11:21.799 Hannah Wang: I don’t know. I feel like the easiest thing is like asking them if we could just make a case study with them that’s
83 00:11:22.080 ⇒ 00:11:30.849 Hannah Wang: not anonymized, and then like use that to kind of share with other potential leads.
84 00:11:31.900 ⇒ 00:11:39.329 Amber Lin: Okay. So should it be I mean, I could handle that for the 3 clients that I’m managing.
85 00:11:42.010 ⇒ 00:11:52.379 Hannah Wang: Yeah, I mean, like, I said, we already have ABC, although there’s probably new stuff that you’re working on. Cause. The case study that we have with them is Andy. But
86 00:11:52.800 ⇒ 00:11:55.740 Hannah Wang: is the stuff that you’re working on different now?
87 00:11:56.022 ⇒ 00:12:05.059 Amber Lin: Slight. It’s still the same thing we’re trying. We’re working on adoption. So we’re getting more people to use it. You know, all the AI tools. It’s hard to get people to.
88 00:12:05.720 ⇒ 00:12:15.949 Amber Lin: And then there’s another AI tool that we’re developing. But I don’t think we’re ready to write a case, study about it, yet.
89 00:12:16.120 ⇒ 00:12:16.500 Hannah Wang: Okay.
90 00:12:16.500 ⇒ 00:12:19.170 Amber Lin: Don’t need to be put in production.
91 00:12:19.780 ⇒ 00:12:22.139 Amber Lin: but I think urban stems could be a
92 00:12:23.040 ⇒ 00:12:30.539 Amber Lin: in good place to do that. We did help them deprecate a lot of dashboard, and that could be a really good place to be.
93 00:12:31.270 ⇒ 00:12:39.989 Amber Lin: And also, I think, the internal AI agents that we have could answer a lot of these questions for you as well.
94 00:12:41.560 ⇒ 00:12:43.979 Hannah Wang: Right? Yeah. The hub, or whatever.
95 00:12:43.980 ⇒ 00:12:50.676 Amber Lin: Yeah, the hubs. They have access to the slack messages, so they should be able to answer
96 00:12:52.320 ⇒ 00:12:59.210 Amber Lin: like, what was case study worthy in these in our discussions and activities.
97 00:12:59.210 ⇒ 00:13:06.350 Hannah Wang: Right is that? Is that just an AI show AI show and tell like all the hubs, all the agents are they all in there?
98 00:13:06.710 ⇒ 00:13:09.210 Amber Lin: Yeah, they should be all in there.
99 00:13:10.000 ⇒ 00:13:11.990 Amber Lin: Okay, okay.
100 00:13:12.180 ⇒ 00:13:17.859 Hannah Wang: Yeah, let me see, Urban. I see urban stems. I see, madam, more. Okay.
101 00:13:19.150 ⇒ 00:13:23.470 Hannah Wang: Okay, yeah, yeah. So maybe
102 00:13:24.790 ⇒ 00:13:37.900 Hannah Wang: yeah, I can gather, like all the copy and stuff like that. Probably I mean, this is what I do with is like, and and I just handle all the copy and design and stuff. And then whoever
103 00:13:38.010 ⇒ 00:13:56.839 Hannah Wang: is kind of in charge of that client, we just have them read through it once to make sure that it makes sense and then we crank it out, and we like export everything. So maybe what you can do is just ask
104 00:13:57.050 ⇒ 00:14:01.044 Hannah Wang: each of these clients, or whatever client you think is in a good state.
105 00:14:01.720 ⇒ 00:14:04.069 Hannah Wang: we can create a case study
106 00:14:04.190 ⇒ 00:14:15.953 Hannah Wang: out of the project that we help them with and then let me know what they say. And then from there I can kinda put tickets into our next upcoming cycles.
107 00:14:16.430 ⇒ 00:14:17.799 Hannah Wang: to get those done.
108 00:14:19.505 ⇒ 00:14:24.519 Amber Lin: I see. Okay, I just tried the agent. It was very meh, so.
109 00:14:24.690 ⇒ 00:14:24.985 Hannah Wang: No.
110 00:14:25.360 ⇒ 00:14:27.530 Amber Lin: I would ignore that.
111 00:14:27.760 ⇒ 00:14:28.450 Hannah Wang: Okay.
112 00:14:28.490 ⇒ 00:14:34.999 Amber Lin: Okay, I’ll put that down as a task to ask my clients. Would you mind checking in with me
113 00:14:35.130 ⇒ 00:14:37.670 Amber Lin: so that I have a deadline for that.
114 00:14:37.670 ⇒ 00:14:43.045 Hannah Wang: Yeah, I mean, we have our. It’s this is a weekly sync. Now, right? So I can just ask you, next week.
115 00:14:43.290 ⇒ 00:14:48.560 Amber Lin: Okay, yeah, latest. If I don’t get it done this week, I’ll do it during our meeting next week.
116 00:14:48.560 ⇒ 00:14:59.406 Hannah Wang: Yeah, sure. Let me. I’ll edit that meeting as and put a note that you should check in with the clients throughout the week.
117 00:14:59.840 ⇒ 00:15:00.180 Hannah Wang: hey?
118 00:15:00.180 ⇒ 00:15:00.760 Hannah Wang: Yeah.
119 00:15:00.760 ⇒ 00:15:06.320 Hannah Wang: specify what? I should be asking. So what does the case study look like? And I want to give them.
120 00:15:06.320 ⇒ 00:15:07.050 Hannah Wang: Yeah.
121 00:15:07.050 ⇒ 00:15:13.070 Amber Lin: Of where it would be posted, what content or what input we need from them, what we.
122 00:15:13.070 ⇒ 00:15:13.680 Hannah Wang: Yeah.
123 00:15:13.680 ⇒ 00:15:15.500 Amber Lin: Might be talking about.
124 00:15:16.880 ⇒ 00:15:17.430 Hannah Wang: Sure.
125 00:15:17.430 ⇒ 00:15:21.319 Amber Lin: You also can give me some like examples or
126 00:15:22.450 ⇒ 00:15:25.650 Amber Lin: stuff I can send out. That would be great, too.
127 00:15:26.990 ⇒ 00:15:33.090 Hannah Wang: Yeah, so let me, where is ABC,
128 00:15:34.030 ⇒ 00:15:41.850 Hannah Wang: oh, so this is kind of a, can you see my screen? The, okay, yeah. This is what we kind of made for
129 00:15:42.230 ⇒ 00:15:43.255 Hannah Wang: Andy.
130 00:15:44.380 ⇒ 00:15:57.060 Hannah Wang: so all the case studies follow the same structure. It’s the context, the challenge solution results in the tools that we used, and like a testimonial like a quote, if we can get one
131 00:15:57.467 ⇒ 00:16:15.270 Hannah Wang: and then what we use this for is sales. Market sales specifically so whenever, like Robert or Utam have a meeting with a potential lead and and like a follow up email, we like, send them, hey? This is what we did this
132 00:16:15.430 ⇒ 00:16:24.649 Hannah Wang: for this client. This is the work that we did. You might be interested in reading about this. So we just kind of link the case, study
133 00:16:25.084 ⇒ 00:16:46.840 Hannah Wang: in the email, or whatever follow up that we do and then, as mentioned in the meeting earlier, we can. We might like start putting these out on Linkedin. Just mean like, hey? This is a case study that we did from Utama Roberts account or our company account. So that might also be an area that we do it there.
134 00:16:49.190 ⇒ 00:16:53.122 Hannah Wang: Yeah, I think those are the 2 main channels that we do.
135 00:16:53.450 ⇒ 00:16:53.820 Amber Lin: Good.
136 00:16:53.820 ⇒ 00:16:56.480 Hannah Wang: It’s mostly for sales, and like.
137 00:16:56.962 ⇒ 00:17:01.547 Hannah Wang: just, Hey, this is prior stuff that we did for other clients.
138 00:17:03.223 ⇒ 00:17:03.990 Amber Lin: I see.
139 00:17:03.990 ⇒ 00:17:04.609 Hannah Wang: Yeah.
140 00:17:04.900 ⇒ 00:17:09.519 Amber Lin: Sounds good. So we’re mostly asking them for a favor. Essentially, if we want.
141 00:17:09.520 ⇒ 00:17:16.464 Hannah Wang: Essentially, yeah, yeah, it’s just to basically show off what we do and help us get other clients.
142 00:17:16.839 ⇒ 00:17:21.289 Amber Lin: I mean, technically, all we need from them is a yes, and.
143 00:17:21.647 ⇒ 00:17:32.742 Hannah Wang: But if if you can’t get a quote, we also have another version where we don’t have a quote, you know. So it’s it’s okay, if you can’t get a quote.
144 00:17:33.100 ⇒ 00:17:33.810 Amber Lin: Okay.
145 00:17:34.040 ⇒ 00:17:40.899 Hannah Wang: But yeah, all we need is like a A, yes from them. And then maybe you can ask like, oh, which
146 00:17:42.180 ⇒ 00:17:49.490 Hannah Wang: maybe you can ask like, which project was like most impactful to you. And like, they can give you a list of
147 00:17:49.970 ⇒ 00:17:55.430 Hannah Wang: yeah case study or like projects. And then we can prioritize, based on okay.
148 00:17:55.430 ⇒ 00:17:57.580 Hannah Wang: what they think is most helpful. But
149 00:17:58.110 ⇒ 00:18:04.710 Hannah Wang: yeah, just ask them, oh, can we create a case study out of the project and then just get a yes or no. Yeah.
150 00:18:04.710 ⇒ 00:18:05.310 Amber Lin: Okay.
151 00:18:06.200 ⇒ 00:18:07.680 Amber Lin: Yeah. Sounds good.
152 00:18:08.150 ⇒ 00:18:08.895 Hannah Wang: Okay.
153 00:18:09.640 ⇒ 00:18:10.730 Amber Lin: To.
154 00:18:10.730 ⇒ 00:18:13.590 Amber Lin: Yeah, I think that was it.
155 00:18:13.590 ⇒ 00:18:16.679 Amber Lin: And stuff. Ryan has already got it from a wave.
156 00:18:17.440 ⇒ 00:18:21.329 Hannah Wang: Okay, I know. Wait. This is for.
157 00:18:21.330 ⇒ 00:18:23.979 Amber Lin: Looking at your agenda for our meeting.
158 00:18:24.270 ⇒ 00:18:29.130 Hannah Wang: Oh, I don’t even know where I put that. Oh, oh, oh, I see
159 00:18:30.660 ⇒ 00:18:34.980 Hannah Wang: right away! So a wish is posting the announcement.
160 00:18:34.980 ⇒ 00:18:36.089 Amber Lin: So, yeah.
161 00:18:36.090 ⇒ 00:18:38.450 Hannah Wang: Okay, cause he’s gonna manage them right?
162 00:18:38.450 ⇒ 00:18:39.040 Amber Lin: Yes.
163 00:18:39.040 ⇒ 00:18:39.710 Hannah Wang: Okay.
164 00:18:39.710 ⇒ 00:18:40.135 Amber Lin: Sure.
165 00:18:41.220 ⇒ 00:18:44.399 Hannah Wang: Okay, I will just talk with him and Ryan about that.
166 00:18:44.400 ⇒ 00:18:46.260 Amber Lin: Alrighty
167 00:18:46.690 ⇒ 00:18:50.969 Amber Lin: want to post as well, because I was helping with the project plan. So I know what’s going on.
168 00:18:50.970 ⇒ 00:18:52.729 Hannah Wang: Okay. Sounds good.
169 00:18:52.730 ⇒ 00:18:54.110 Amber Lin: Okay bye, bye.
170 00:18:54.110 ⇒ 00:18:55.190 Hannah Wang: Okay. Bye-bye.
171 00:18:55.190 ⇒ 00:19:00.109 Amber Lin: We should meet up maybe this Friday, if they’re gonna do like a planning meeting.
172 00:19:00.300 ⇒ 00:19:06.619 Hannah Wang: Yeah, I was gonna ask I don’t know what time their meeting is, so maybe you can ask them. And then, just like.
173 00:19:06.620 ⇒ 00:19:07.430 Amber Lin: Okay.
174 00:19:08.023 ⇒ 00:19:09.209 Hannah Wang: Plan accordingly.
175 00:19:09.210 ⇒ 00:19:14.169 Amber Lin: We’ll probably take the train down to Culver City, and then we can meet around there.
176 00:19:14.390 ⇒ 00:19:20.260 Hannah Wang: Okay, yeah. I also don’t mind like picking you up. Well, I’m kind of scared to go to downtown.
177 00:19:20.260 ⇒ 00:19:20.970 Amber Lin: No, I.
178 00:19:20.970 ⇒ 00:19:21.720 Hannah Wang: Oh, I think.
179 00:19:21.720 ⇒ 00:19:29.170 Amber Lin: I would go to Culver City if you want one, pick me up at the Culver City. Stop! That wouldn’t be too far away.
180 00:19:29.170 ⇒ 00:19:38.460 Hannah Wang: Okay, yeah, I I think I know where that is. And then I mean, there’s not a ton of coffee shops with a lot of space. So we’re gonna have to look around.
181 00:19:38.460 ⇒ 00:19:44.050 Amber Lin: Probably end up at your place with people quiet and private.
182 00:19:44.050 ⇒ 00:19:48.769 Hannah Wang: Yeah, that’s true. Yeah, we can like, pick up a copy, and then we can come back here.
183 00:19:48.770 ⇒ 00:19:50.469 Amber Lin: Okay, we can do that.
184 00:19:50.630 ⇒ 00:19:53.779 Amber Lin: Okay, sounds good bye. Thank you.
185 00:19:53.780 ⇒ 00:19:54.720 Hannah Wang: Bye, bye.