Meeting Title: Partnerships Check-In Date: 2025-07-14 Meeting participants: Uttam Kumaran, Hannah Wang
WEBVTT
1 00:02:16.420 ⇒ 00:02:17.410 Hannah Wang: Hello!
2 00:02:18.200 ⇒ 00:02:19.210 Uttam Kumaran: Hello!
3 00:02:24.030 ⇒ 00:02:25.319 Uttam Kumaran: How’s the day going.
4 00:02:26.708 ⇒ 00:02:30.289 Hannah Wang: Good. You sound a bit under the weather. You? Okay.
5 00:02:30.400 ⇒ 00:02:32.680 Uttam Kumaran: Yeah, I’m like getting out of the
6 00:02:33.250 ⇒ 00:02:35.350 Uttam Kumaran: the cold I had last week. But
7 00:02:35.470 ⇒ 00:02:42.876 Uttam Kumaran: I don’t know. I’m just feeling like low energy today. So I feel like, yeah, I don’t know.
8 00:02:43.420 ⇒ 00:02:45.689 Hannah Wang: Oh, you’re you’re probably really tired.
9 00:02:45.860 ⇒ 00:02:50.862 Uttam Kumaran: I I feel like I I it’s not like, yeah, maybe it’s but
10 00:02:53.150 ⇒ 00:03:01.330 Uttam Kumaran: I don’t know. I just feel like low energy for work today. So usually I don’t feel like this where I’m like, I wish I could just take a day off. But.
11 00:03:01.732 ⇒ 00:03:07.119 Uttam Kumaran: I don’t. I don’t like when I was working in a company, I used to be like, Okay, yeah, fuck it. I’ll just take a sick day, whatever.
12 00:03:07.120 ⇒ 00:03:08.080 Hannah Wang: Yeah.
13 00:03:08.250 ⇒ 00:03:09.727 Uttam Kumaran: And skip out.
14 00:03:10.220 ⇒ 00:03:11.330 Hannah Wang: Do that here.
15 00:03:11.330 ⇒ 00:03:17.410 Uttam Kumaran: I can’t do it here. But yeah, I don’t know. I just sort of try to do the things that I can and don’t
16 00:03:17.630 ⇒ 00:03:19.659 Uttam Kumaran: try not to beat myself up over.
17 00:03:20.600 ⇒ 00:03:25.819 Hannah Wang: Yeah, I mean, that’s that’s your body telling you you need to. You need to take a break. So.
18 00:03:25.820 ⇒ 00:03:26.490 Uttam Kumaran: Yeah,
19 00:03:31.170 ⇒ 00:03:35.909 Uttam Kumaran: cool. So let me just send this thing to Mike real quick. Let me just send the deck to Mike.
20 00:03:36.140 ⇒ 00:03:36.870 Hannah Wang: Okay.
21 00:03:56.450 ⇒ 00:03:58.629 Uttam Kumaran: Is how much time we have like 15 min.
22 00:03:59.700 ⇒ 00:04:00.219 Hannah Wang: 40 min.
23 00:04:01.520 ⇒ 00:04:03.259 Hannah Wang: Let me check the cow.
24 00:04:03.260 ⇒ 00:04:05.599 Uttam Kumaran: Yeah, 2, 25 to 2, 45.
25 00:04:06.470 ⇒ 00:04:12.990 Uttam Kumaran: Yeah. So I’ll probably walk through them in like 10 Ishman’s. And.
26 00:04:12.990 ⇒ 00:04:13.380 Hannah Wang: Okay.
27 00:04:13.380 ⇒ 00:04:19.899 Uttam Kumaran: We leave any time for feedback session
28 00:04:29.020 ⇒ 00:04:30.360 Uttam Kumaran: cool?
29 00:05:28.750 ⇒ 00:05:36.489 Uttam Kumaran: Okay? So maybe let’s just go through the notion for partnerships.
30 00:05:39.240 ⇒ 00:05:47.400 Hannah Wang: Okay, there’s also I think maybe the linear, because we added.
31 00:05:48.410 ⇒ 00:05:49.279 Uttam Kumaran: I mean, it’s not okay.
32 00:05:49.280 ⇒ 00:05:54.390 Hannah Wang: It’s not an exhaustive list, but I think these are the ones that we’re gonna focus on
33 00:05:54.770 ⇒ 00:05:56.650 Hannah Wang: for this quarter.
34 00:05:57.166 ⇒ 00:06:02.450 Hannah Wang: So we can just run through the status of each of these. So
35 00:06:04.602 ⇒ 00:06:11.689 Hannah Wang: super position. Yeah, last week I finished the what you’ll call one pager for the workshop.
36 00:06:12.310 ⇒ 00:06:14.830 Hannah Wang: I think I sent it over.
37 00:06:18.560 ⇒ 00:06:19.399 Hannah Wang: Where is it?
38 00:06:20.060 ⇒ 00:06:23.980 Hannah Wang: Oh, yeah. I did so feel free to start using those.
39 00:06:24.370 ⇒ 00:06:25.640 Hannah Wang: And then.
40 00:06:26.220 ⇒ 00:06:31.330 Hannah Wang: yeah, I don’t know. Do you have like a sync with David? Or do you want me to like, set that up
41 00:06:31.530 ⇒ 00:06:32.800 Hannah Wang: for you guys.
42 00:06:33.640 ⇒ 00:06:37.340 Uttam Kumaran: Yeah, maybe we should do one like once a month.
43 00:06:38.590 ⇒ 00:06:39.400 Hannah Wang: Okay.
44 00:06:49.250 ⇒ 00:06:50.000 Hannah Wang: Okay.
45 00:06:51.220 ⇒ 00:06:52.089 Hannah Wang: I don’t know.
46 00:06:52.280 ⇒ 00:06:53.339 Uttam Kumaran: That would be great.
47 00:06:53.720 ⇒ 00:06:57.240 Hannah Wang: Cool. Actually, I should make that a ticket.
48 00:07:01.330 ⇒ 00:07:02.310 Hannah Wang: Oh.
49 00:07:15.240 ⇒ 00:07:23.649 Hannah Wang: okay, oh, okay. And then, Mcgaw, I know.
50 00:07:23.650 ⇒ 00:07:26.530 Hannah Wang: Yeah. So I I just followed up on.
51 00:07:27.120 ⇒ 00:07:28.810 Uttam Kumaran: Via email with Dan.
52 00:07:29.100 ⇒ 00:07:29.910 Hannah Wang: Okay.
53 00:07:33.290 ⇒ 00:07:40.060 Hannah Wang: I I saw that email about the projects is that related to what you followed up with him about.
54 00:07:41.590 ⇒ 00:07:42.440 Uttam Kumaran: Yes.
55 00:07:42.710 ⇒ 00:07:43.420 Hannah Wang: Okay.
56 00:07:43.420 ⇒ 00:07:47.059 Uttam Kumaran: And it looks like he’s gonna be out this week. So yeah, he’ll be back.
57 00:07:51.380 ⇒ 00:08:00.020 Hannah Wang: And Mentalism. I know you had the we were gonna make the changes, and I believe
58 00:08:00.370 ⇒ 00:08:06.060 Hannah Wang: I see that it’s in legal review, right? The partnership agreement.
59 00:08:06.060 ⇒ 00:08:07.270 Uttam Kumaran: Correct. Yes.
60 00:08:07.270 ⇒ 00:08:08.070 Hannah Wang: Okay.
61 00:08:08.560 ⇒ 00:08:19.948 Hannah Wang: So once that’s done, you can ask me. You can like send it to me, and then I’ll send it over to them, and then either me or more, or Aaron will probably set up a meeting to go over it again.
62 00:08:20.780 ⇒ 00:08:28.010 Hannah Wang: Hmm, real. I know you have the meeting last Friday of July.
63 00:08:30.020 ⇒ 00:08:31.870 Hannah Wang: Yeah, I don’t know if you want.
64 00:08:32.429 ⇒ 00:08:36.879 Hannah Wang: if we should like, follow up with stuff in the meantime, or just wait until the Sync.
65 00:08:42.090 ⇒ 00:08:49.490 Uttam Kumaran: I guess we should. We could talk a little bit about like what, how like, how these sort of like follow up meetings would go with like vendors.
66 00:08:50.410 ⇒ 00:08:55.610 Uttam Kumaran: I guess. Like, what would we want to present like recent clients?
67 00:09:00.150 ⇒ 00:09:06.810 Uttam Kumaran: I don’t know. Maybe we can. Maybe we can just like cause. These are the sort of things that we’ll end up every time we meet with a vendor. We’re gonna share like.
68 00:09:06.810 ⇒ 00:09:07.230 Hannah Wang: Yeah.
69 00:09:07.230 ⇒ 00:09:08.889 Uttam Kumaran: Mostly the same stuff.
70 00:09:11.510 ⇒ 00:09:15.909 Hannah Wang: So how about here? Let me pull up something in notion.
71 00:09:18.640 ⇒ 00:09:20.269 Uttam Kumaran: Sing your linear. By the way.
72 00:09:20.600 ⇒ 00:09:23.799 Hannah Wang: Yeah, and let me switch over.
73 00:09:24.270 ⇒ 00:09:26.940 Hannah Wang: Oh, linear.
74 00:09:27.800 ⇒ 00:09:33.610 Hannah Wang: So I’m just gonna edit this page. Oops.
75 00:09:37.130 ⇒ 00:09:43.240 Hannah Wang: I’m too sure I mean, think
76 00:09:46.586 ⇒ 00:09:50.553 Hannah Wang: so. New clients, you said, or clients?
77 00:09:53.430 ⇒ 00:09:56.849 Hannah Wang: I guess, like new resources that we
78 00:09:57.500 ⇒ 00:10:10.619 Hannah Wang: have. Right sorry. This is me also, just like learning how vendor partners work, and like, I guess, how they should differ from referral partners, or if we should kind of send them all kind of the same thing.
79 00:10:11.388 ⇒ 00:10:17.849 Hannah Wang: But I’m sure there’s like a strategy for vendor partners that are different for referral partners. Right? So
80 00:10:18.070 ⇒ 00:10:26.010 Hannah Wang: vendors are like tools that we use, and then they like give us leads.
81 00:10:26.420 ⇒ 00:10:30.330 Uttam Kumaran: Yeah. So ideally, we want to share, like any new
82 00:10:31.320 ⇒ 00:10:34.549 Uttam Kumaran: like, tie any new clients that we’ve we’ve brought on board.
83 00:10:34.760 ⇒ 00:10:35.470 Hannah Wang: Yeah.
84 00:10:39.850 ⇒ 00:10:45.390 Uttam Kumaran: I think in also like any sort of product feedback.
85 00:10:48.480 ⇒ 00:10:50.369 Hannah Wang: Product feedback, as in.
86 00:10:50.370 ⇒ 00:10:52.620 Uttam Kumaran: Like cause. We implement their tools for our.
87 00:10:52.620 ⇒ 00:10:54.020 Hannah Wang: Yeah. Okay.
88 00:10:54.020 ⇒ 00:10:55.320 Hannah Wang: Back. Yeah.
89 00:10:55.750 ⇒ 00:10:56.640 Hannah Wang: Okay.
90 00:11:08.930 ⇒ 00:11:15.720 Uttam Kumaran: yeah, any new. Probably. Basically. Like, I want to share any new sales assets and like and
91 00:11:15.940 ⇒ 00:11:21.510 Uttam Kumaran: refresh their mind onto where to go to get those from us.
92 00:11:23.050 ⇒ 00:11:25.029 Hannah Wang: And we’d probably send them this right
93 00:11:27.570 ⇒ 00:11:30.209 Hannah Wang: because this has a list of a bunch of
94 00:11:31.150 ⇒ 00:11:33.910 Hannah Wang: sales ask, or things that we worked on.
95 00:11:35.310 ⇒ 00:11:45.370 Hannah Wang: Hello, cause I’m assuming they don’t have access to obviously the sales page which has all of them. So
96 00:11:46.460 ⇒ 00:11:53.440 Hannah Wang: I don’t know if we wanna like recreate that database here, and just share all everything.
97 00:11:57.012 ⇒ 00:12:01.609 Uttam Kumaran: No, I think this is fine, I think. Leave this here. I just wanna remind them that this exists.
98 00:12:02.175 ⇒ 00:12:02.740 Hannah Wang: Okay.
99 00:12:02.740 ⇒ 00:12:03.460 Uttam Kumaran: Yeah.
100 00:12:04.240 ⇒ 00:12:05.170 Hannah Wang: Okay.
101 00:12:05.170 ⇒ 00:12:08.179 Uttam Kumaran: So like their salespeople can go there.
102 00:12:08.910 ⇒ 00:12:12.949 Uttam Kumaran: Yeah, you could just link it. Yeah.
103 00:12:13.360 ⇒ 00:12:14.030 Hannah Wang: Okay.
104 00:12:21.710 ⇒ 00:12:26.220 Uttam Kumaran: I guess I wanna discuss like anybody in their pipeline.
105 00:12:27.540 ⇒ 00:12:31.300 Uttam Kumaran: That that could use our help
106 00:12:31.400 ⇒ 00:12:39.270 Uttam Kumaran: or like, I think we want to discuss the following categories, like folks that are stuck in proof of concept
107 00:12:40.203 ⇒ 00:12:46.399 Uttam Kumaran: folks that need like help beyond just the vendor tool.
108 00:12:53.948 ⇒ 00:12:58.270 Uttam Kumaran: I think in the next sort of major bullet is like opportunities for co-marketing.
109 00:12:58.500 ⇒ 00:12:59.220 Uttam Kumaran: So.
110 00:12:59.220 ⇒ 00:12:59.680 Hannah Wang: Yeah.
111 00:12:59.680 ⇒ 00:13:04.960 Uttam Kumaran: Talk about if they’re going to events, or if, like, we could put something out together.
112 00:13:05.935 ⇒ 00:13:08.129 Uttam Kumaran: I don’t know whether we should
113 00:13:09.570 ⇒ 00:13:14.509 Uttam Kumaran: consider like for our vendor partners like one co-marketing thing a quarter.
114 00:13:14.900 ⇒ 00:13:19.770 Uttam Kumaran: or I don’t know like, what’s a good yeah, I don’t know.
115 00:13:22.870 ⇒ 00:13:26.260 Hannah Wang: I think that’s a good cadence.
116 00:13:26.770 ⇒ 00:13:37.790 Hannah Wang: Well, if we have, how many vendor partners do we have? We have 1, 2, 3, 3, I think.
117 00:13:37.910 ⇒ 00:13:40.799 Hannah Wang: rail amplitude and mother duck.
118 00:13:41.520 ⇒ 00:13:45.500 Hannah Wang: And then the other ones are all agencies or companies.
119 00:13:45.640 ⇒ 00:13:48.729 Hannah Wang: Okay, yeah, that seems that seems doable.
120 00:13:49.910 ⇒ 00:13:56.790 Hannah Wang: Maybe. Yeah, we can bring that up with them in our sync, and then go from there.
121 00:14:04.770 ⇒ 00:14:05.380 Uttam Kumaran: Okay.
122 00:14:09.710 ⇒ 00:14:13.390 Uttam Kumaran: let me just see if there’s anything else.
123 00:15:18.820 ⇒ 00:15:21.560 Uttam Kumaran: let me just ask Chat to be really quick. One second.
124 00:15:21.560 ⇒ 00:15:22.530 Hannah Wang: Okay.
125 00:15:22.970 ⇒ 00:15:31.400 Uttam Kumaran: In to cover in our the review the list partners
126 00:15:35.110 ⇒ 00:15:35.960 Uttam Kumaran: cool.
127 00:16:20.963 ⇒ 00:16:24.610 Uttam Kumaran: The other thing is, I wanna sort of also review like a
128 00:16:25.620 ⇒ 00:16:29.420 Uttam Kumaran: the review. The opportunities we’ve like worked on together so far.
129 00:16:30.738 ⇒ 00:16:36.210 Uttam Kumaran: So like for real. We do have a list of the things that we’ve worked with them on before.
130 00:16:36.320 ⇒ 00:16:39.510 Uttam Kumaran: But similarly, for every vendor, I sort of want to also flash up
131 00:16:40.100 ⇒ 00:16:43.889 Uttam Kumaran: like, here, here’s the leads that we’ve collaborated on.
132 00:17:42.640 ⇒ 00:17:47.689 Uttam Kumaran: yeah. So one of the things is like for for this.
133 00:17:48.480 ⇒ 00:17:51.460 Uttam Kumaran: this is basically just like what’s called a shared
134 00:17:51.700 ⇒ 00:17:57.810 Uttam Kumaran: opportunity tracker. Basically, we want to just show like a like
135 00:17:58.050 ⇒ 00:18:04.699 Uttam Kumaran: ideally for every vendor partner, we have a a notion or something. But ideally, I want to just show, like.
136 00:18:05.090 ⇒ 00:18:10.359 Uttam Kumaran: basically what the clients are that we’ve that we’ve worked with before.
137 00:18:10.580 ⇒ 00:18:16.220 Uttam Kumaran: And like ideally, just like.
138 00:18:17.090 ⇒ 00:18:19.889 Uttam Kumaran: here’s the clients that we’re currently working on.
139 00:18:20.210 ⇒ 00:18:24.880 Uttam Kumaran: Here’s like potential opportunities. Here’s the ones we’ve we’ve worked on in the past.
140 00:18:27.130 ⇒ 00:18:28.080 Hannah Wang: I see.
141 00:18:30.350 ⇒ 00:18:30.980 Uttam Kumaran: Yeah.
142 00:18:31.380 ⇒ 00:18:37.550 Uttam Kumaran: But cause I don’t want to show all of these like cause. I don’t want to talk to partners about their partners really
143 00:18:37.720 ⇒ 00:18:41.580 Uttam Kumaran: more about interesting, like talking about. Okay, what are the things that we’ve worked on together?
144 00:18:41.880 ⇒ 00:18:42.600 Hannah Wang: Yeah.
145 00:18:46.340 ⇒ 00:18:51.005 Uttam Kumaran: Yeah, so ideally in here we are, we’re able to basically
146 00:18:52.790 ⇒ 00:18:57.440 Uttam Kumaran: just have the list of the the leads that we’re we’re referred by them.
147 00:19:00.910 ⇒ 00:19:07.159 Uttam Kumaran: So if you, it’s in our, it’s in our, it’s. It’s already in our leads database you can just filter to
148 00:19:07.370 ⇒ 00:19:08.840 Uttam Kumaran: referred irel.
149 00:19:10.080 ⇒ 00:19:11.829 Hannah Wang: Okay, you’re gonna need a.
150 00:19:12.870 ⇒ 00:19:15.580 Uttam Kumaran: You can ask. You can ask Sid to do it too.
151 00:19:15.580 ⇒ 00:19:16.550 Hannah Wang: Oh, okay.
152 00:19:21.340 ⇒ 00:19:23.750 Uttam Kumaran: He’s also building this in Hubspot. I think I don’t know.
153 00:19:23.750 ⇒ 00:19:27.280 Hannah Wang: Okay list of leads. But
154 00:19:33.920 ⇒ 00:19:38.690 Hannah Wang: is it in the is in the leads? Page you said lease notion. Page.
155 00:19:39.580 ⇒ 00:19:41.100 Uttam Kumaran: Yeah, like, yeah.
156 00:19:44.500 ⇒ 00:19:49.399 Hannah Wang: And then I’m assuming also for amplitude. Well, I guess we can
157 00:19:50.360 ⇒ 00:19:52.270 Hannah Wang: do that when we get there. But
158 00:19:52.980 ⇒ 00:20:01.330 Hannah Wang: amplitude and mother duck, which we haven’t really kicked off yet. But okay, that sounds good.
159 00:20:01.860 ⇒ 00:20:05.769 Uttam Kumaran: Yeah, so ideally, it’s like we have, like some sort of pipeline review
160 00:20:07.074 ⇒ 00:20:11.889 Uttam Kumaran: and then we have some level of like planning a promotion.
161 00:20:12.170 ⇒ 00:20:16.465 Uttam Kumaran: So I think, basically,
162 00:20:24.520 ⇒ 00:20:25.330 Uttam Kumaran: yeah.
163 00:20:26.020 ⇒ 00:20:26.630 Hannah Wang: Okay.
164 00:20:28.360 ⇒ 00:20:32.699 Uttam Kumaran: And then this would just be around opportunities for co-marketing.
165 00:21:02.970 ⇒ 00:21:07.660 Uttam Kumaran: Okay, yeah. So ideally, during these calls, I just want to go through.
166 00:21:08.585 ⇒ 00:21:09.210 Uttam Kumaran: This.
167 00:21:12.800 ⇒ 00:21:16.540 Uttam Kumaran: So we can continue to work on this and plan towards the next
168 00:21:16.800 ⇒ 00:21:21.360 Uttam Kumaran: rail call. That’ll be this, and then amplitude as well. I wanna we’ll start to work.
169 00:21:23.100 ⇒ 00:21:31.159 Uttam Kumaran: you know, on this as well. I think also in that, in the notion, Doc, for every partner it’d be great to also have a have a
170 00:21:31.490 ⇒ 00:21:36.470 Uttam Kumaran: links to any sort of co-marketing. We’ve already done like we’ve done a bunch of stuff with Real already, so
171 00:21:36.590 ⇒ 00:21:44.709 Uttam Kumaran: you can have Ryan link it all there or whatever. But as long as we just start to track all the marketing materials we’ve done with our partners.
172 00:21:45.470 ⇒ 00:21:51.440 Hannah Wang: Was real before I came. I I just don’t remember anything.
173 00:21:52.030 ⇒ 00:21:52.890 Hannah Wang: Thrill.
174 00:21:52.890 ⇒ 00:21:59.699 Uttam Kumaran: Yeah, we’ve I mean, we’ve done. We’ve done like webinars and blog posts, and we’ve done linkedin posts. So.
175 00:22:00.180 ⇒ 00:22:01.300 Hannah Wang: Oh, okay.
176 00:22:02.320 ⇒ 00:22:02.910 Uttam Kumaran: Yeah.
177 00:22:03.280 ⇒ 00:22:06.460 Hannah Wang: Let me. Well, let me write that down.
178 00:22:27.890 ⇒ 00:22:32.734 Hannah Wang: Okay, and then just so, I know.
179 00:22:35.760 ⇒ 00:22:47.739 Hannah Wang: I know what vendor partners are. I know what referral partners are. And then for, like talisma and those types of like Mcaw, do they
180 00:22:48.260 ⇒ 00:22:50.719 Hannah Wang: fall under any of these.
181 00:22:51.730 ⇒ 00:22:58.709 Uttam Kumaran: So megaw is a their agency partners. So if you go to, there’s a there’s gonna be somewhere where we have a list of the partner types.
182 00:22:59.220 ⇒ 00:23:02.890 Hannah Wang: Yeah, over here somewhere.
183 00:23:04.430 ⇒ 00:23:05.249 Hannah Wang: Oh, I see. All.
184 00:23:05.250 ⇒ 00:23:07.150 Hannah Wang: Yeah, okay.
185 00:23:07.380 ⇒ 00:23:12.440 Hannah Wang: And we just don’t have a page for them on on sales.
186 00:23:12.750 ⇒ 00:23:13.510 Hannah Wang: And yeah.
187 00:23:13.510 ⇒ 00:23:15.229 Uttam Kumaran: Yeah, I mean, I haven’t. Yes, probably.
188 00:23:15.230 ⇒ 00:23:15.570 Hannah Wang: Okay.
189 00:23:15.570 ⇒ 00:23:17.830 Uttam Kumaran: Or you’re gonna have to do. I haven’t done anything.
190 00:23:18.200 ⇒ 00:23:20.649 Hannah Wang: Okay. Well, I it’s just helpful to have like
191 00:23:20.800 ⇒ 00:23:24.700 Hannah Wang: cause we wrote down what we’re gonna do for vendor partners here. And then I’m gonna.
192 00:23:24.700 ⇒ 00:23:25.370 Uttam Kumaran: Oh, yeah.
193 00:23:26.370 ⇒ 00:23:32.699 Hannah Wang: For referral partners. But yeah, I can build that out as we keeps going.
194 00:23:32.700 ⇒ 00:23:39.400 Uttam Kumaran: Yeah, so we have referral vendor network partners. And then, yeah, so I would definitely have a good understanding of all the types of partners.
195 00:23:39.400 ⇒ 00:23:40.030 Hannah Wang: Yeah.
196 00:23:40.356 ⇒ 00:23:45.750 Uttam Kumaran: And all the types that that’s definitely written somewhere here. And then, yeah,
197 00:23:47.690 ⇒ 00:23:53.479 Hannah Wang: But his network is network, like an umbrella umbrella. For any of these.
198 00:23:55.067 ⇒ 00:23:56.442 Uttam Kumaran: No, no,
199 00:23:57.980 ⇒ 00:23:59.639 Uttam Kumaran: I guess I don’t know what.
200 00:23:59.800 ⇒ 00:24:00.590 Hannah Wang: Oh, okay.
201 00:24:00.590 ⇒ 00:24:06.940 Uttam Kumaran: Hold on. There’s well, there’s some writing. I I don’t wanna I have to. I kind of would rather just have you read that
202 00:24:07.580 ⇒ 00:24:10.270 Uttam Kumaran: because I have to. I have to run the work.
203 00:24:10.270 ⇒ 00:24:11.820 Hannah Wang: No worries. Okay.
204 00:24:11.820 ⇒ 00:24:15.559 Uttam Kumaran: But I guess I just wanted to finish up talking through
205 00:24:15.670 ⇒ 00:24:18.000 Uttam Kumaran: this plan for Brian’s meeting later.
206 00:24:18.000 ⇒ 00:24:18.710 Hannah Wang: Yeah, yeah.
207 00:24:18.710 ⇒ 00:24:23.629 Uttam Kumaran: So I guess we can talk through for referral partners.
208 00:24:25.350 ⇒ 00:24:29.430 Uttam Kumaran: Kind of similarly like what we want to go through with referral partners.
209 00:24:29.430 ⇒ 00:24:29.890 Hannah Wang: Yeah.
210 00:24:29.890 ⇒ 00:24:35.149 Uttam Kumaran: So I think the main goal for referral partners is to just go through like what intros they can make.
211 00:24:35.600 ⇒ 00:24:41.760 Uttam Kumaran: and also sharing. Similarly our existing, you know. Pipeline appliance
212 00:24:46.430 ⇒ 00:24:50.529 Uttam Kumaran: So let me also just like, think about both things, the right? So
213 00:25:03.320 ⇒ 00:25:05.773 Uttam Kumaran: I think it’s very similar. I think, like
214 00:25:11.520 ⇒ 00:25:15.159 Uttam Kumaran: their main goal is just like they’re gonna make intros. So.
215 00:25:15.160 ⇒ 00:25:16.050 Hannah Wang: And.
216 00:25:16.230 ⇒ 00:25:17.510 Uttam Kumaran: We want to make sure that
217 00:25:17.760 ⇒ 00:25:20.420 Uttam Kumaran: it’s like pretty quick. We just
218 00:25:21.030 ⇒ 00:25:23.249 Uttam Kumaran: say, Hi, we try to find
219 00:25:23.410 ⇒ 00:25:29.150 Uttam Kumaran: anything on our side like any client stories that would be interesting to share them.
220 00:25:31.590 ⇒ 00:25:33.270 Uttam Kumaran: I think the other thing is like
221 00:25:33.600 ⇒ 00:25:40.269 Uttam Kumaran: would love to basically ask for they ask for like, here’s the people we’re going after.
222 00:25:40.480 ⇒ 00:25:46.540 Uttam Kumaran: Like, we’re, you know, we always say, like, we’re going after mid market growth growing companies.
223 00:25:46.970 ⇒ 00:25:50.530 Uttam Kumaran: the types of the types of people that we go after, which is like
224 00:25:50.880 ⇒ 00:25:55.770 Uttam Kumaran: the Ceos or Coos. And we just basically can ask, can we
225 00:25:56.310 ⇒ 00:25:58.300 Uttam Kumaran: can you make an intro for us.
226 00:26:00.820 ⇒ 00:26:04.770 Uttam Kumaran: The other thing for this meeting is I’m gonna I’m gonna
227 00:26:05.060 ⇒ 00:26:08.670 Uttam Kumaran: we’re gonna confirm that Brian can sign the referral agreement that we have.
228 00:26:09.140 ⇒ 00:26:09.490 Hannah Wang: Basically.
229 00:26:09.490 ⇒ 00:26:14.030 Uttam Kumaran: In draft, so that’ll get sent over to him this week.
230 00:26:15.150 ⇒ 00:26:15.840 Hannah Wang: Okay.
231 00:26:16.144 ⇒ 00:26:25.289 Uttam Kumaran: And then I would just ask him if we need anything, if he needs, and like again he should. We should demo the well, we should share with him the
232 00:26:25.500 ⇒ 00:26:28.350 Uttam Kumaran: how to how to refer Brain Forge.
233 00:26:29.460 ⇒ 00:26:33.279 Uttam Kumaran: The one we have set up for referral partners. Right? So I refer to Brain Forge.
234 00:26:34.730 ⇒ 00:26:40.470 Uttam Kumaran: And then, similarly, he should have a partner notion, Page, that we can keep meeting notes.
235 00:26:40.990 ⇒ 00:26:41.750 Hannah Wang: Yeah.
236 00:26:44.793 ⇒ 00:26:45.536 Hannah Wang: Create.
237 00:26:47.980 ⇒ 00:26:51.269 Hannah Wang: Okay, that sounds good.
238 00:26:53.140 ⇒ 00:26:58.119 Uttam Kumaran: And then we can ask him like, is there any way we can help him? You know. Does he need anything from us?
239 00:26:58.610 ⇒ 00:27:00.610 Hannah Wang: Yeah, yeah, yeah.
240 00:27:05.430 ⇒ 00:27:07.730 Hannah Wang: okay, I’ll create the
241 00:27:08.570 ⇒ 00:27:13.229 Hannah Wang: well, this is all gonna be in Hubspot, right? But I’ll just create it here for now. So.
242 00:27:13.230 ⇒ 00:27:16.409 Uttam Kumaran: Yeah, I would create it from here, and then Sid Will can take over.
243 00:27:16.410 ⇒ 00:27:17.460 Hannah Wang: Transfer okay.
244 00:27:17.460 ⇒ 00:27:18.520 Uttam Kumaran: The Hubspot.
245 00:27:18.520 ⇒ 00:27:19.260 Hannah Wang: Cool.
246 00:27:19.870 ⇒ 00:27:31.249 Hannah Wang: Okay, cool. As for the rest of our partners, I’ll just send it in slack, like in a thread Updates, or like status, and then we can go from there.
247 00:27:32.040 ⇒ 00:27:36.949 Uttam Kumaran: Okay, okay, great. Sorry. I just have to finish some. So for some stuff up for a client.
248 00:27:36.950 ⇒ 00:27:37.969 Hannah Wang: Oh, that’s okay.
249 00:27:37.970 ⇒ 00:27:39.390 Uttam Kumaran: I’ll be free
250 00:27:39.800 ⇒ 00:27:47.230 Uttam Kumaran: sort of after the Brian meeting, probably. But just tag me Async on anything. And then, yeah, I’ll be on the contextual thing to just walk through. That should be pretty.
251 00:27:48.280 ⇒ 00:27:50.810 Hannah Wang: Do you want me to share the screen, or you can share screen.
252 00:27:50.810 ⇒ 00:27:52.140 Uttam Kumaran: I can, I can share it. Yeah.
253 00:27:52.140 ⇒ 00:27:53.030 Hannah Wang: Okay. Cool.
254 00:27:53.130 ⇒ 00:27:53.909 Hannah Wang: Okay. Sweet.
255 00:27:53.910 ⇒ 00:27:58.889 Uttam Kumaran: And then and then, yeah, I think there is a lot of stuff written on partnerships, or even.
256 00:27:58.890 ⇒ 00:27:59.230 Hannah Wang: Yeah.
257 00:27:59.230 ⇒ 00:28:01.110 Uttam Kumaran: Robert wrote stuff on there.
258 00:28:01.570 ⇒ 00:28:07.210 Uttam Kumaran: Take a look. I don’t have any like great like readings, otherwise.
259 00:28:07.210 ⇒ 00:28:08.080 Hannah Wang: Okay. Oh.
260 00:28:08.360 ⇒ 00:28:11.730 Uttam Kumaran: But if you just hit me with questions I can think about
261 00:28:12.330 ⇒ 00:28:14.507 Uttam Kumaran: like, have some sort of like
262 00:28:15.120 ⇒ 00:28:21.090 Uttam Kumaran: articles or anything on partners, but mainly again, these are. These are all just like ways to get leads in the door. So.
263 00:28:21.090 ⇒ 00:28:21.580 Hannah Wang: Yeah.
264 00:28:21.580 ⇒ 00:28:24.389 Uttam Kumaran: Ultimately for each. We wanna start to calculate.
265 00:28:25.740 ⇒ 00:28:30.129 Uttam Kumaran: Okay, are they getting us intros and then overall as part of our like
266 00:28:30.690 ⇒ 00:28:35.419 Uttam Kumaran: sales reporting. We will report out like, Hey, this month we got X amount of leads from
267 00:28:35.640 ⇒ 00:28:36.990 Uttam Kumaran: from partners, you know.
268 00:28:37.960 ⇒ 00:28:43.460 Hannah Wang: And it doesn’t matter if the leads like fall through. It’s just if they give us any lead right.
269 00:28:43.460 ⇒ 00:28:46.469 Uttam Kumaran: Ideally we want, like what’s called like qualified leads. So.
270 00:28:46.470 ⇒ 00:28:46.935 Hannah Wang: Yeah.
271 00:28:47.400 ⇒ 00:28:50.569 Uttam Kumaran: That they they fit the category.
272 00:28:51.201 ⇒ 00:28:54.219 Uttam Kumaran: You know the revenue cycle that level that we want.
273 00:28:54.450 ⇒ 00:28:55.250 Hannah Wang: Okay.
274 00:28:56.170 ⇒ 00:29:02.889 Hannah Wang: okay, cool. I’m sure there’s stuff online, too. I asked Chatgpt a bunch of questions about partners, too. So I’ll just do that.
275 00:29:02.890 ⇒ 00:29:11.049 Uttam Kumaran: Yeah, there’s a whole like world around partnerships. It’s great, though. This is like, this is like, I think, kind of more how I prefer to sell, which is like to meet people and sort of like.
276 00:29:11.790 ⇒ 00:29:12.779 Uttam Kumaran: build this up.
277 00:29:12.780 ⇒ 00:29:14.080 Hannah Wang: Like warm, warm, intro.
278 00:29:14.080 ⇒ 00:29:14.470 Uttam Kumaran: Yeah.
279 00:29:14.470 ⇒ 00:29:18.160 Hannah Wang: Close to cold. Yeah, that makes sense alrighty.
280 00:29:18.665 ⇒ 00:29:20.180 Uttam Kumaran: Okay. Thank you.
281 00:29:20.180 ⇒ 00:29:23.270 Hannah Wang: Thank you. See you at the contextual meeting.
282 00:29:23.510 ⇒ 00:29:24.390 Uttam Kumaran: Bye, bye.