Meeting Title: Partnerships Check-In Date: 2025-07-21 Meeting participants: Hannah Wang, Uttam Kumaran, Elissa Mae Cid, Robert Tseng, Amber Lin
WEBVTT
1 00:00:15.710 ⇒ 00:00:16.990 Uttam Kumaran: Hello!
2 00:00:18.490 ⇒ 00:00:19.570 Hannah Wang: Hello!
3 00:00:25.680 ⇒ 00:00:32.270 Uttam Kumaran: I sent a note to to Jodi as well, and then let me. While we’re on this call, I can
4 00:00:32.610 ⇒ 00:00:36.812 Uttam Kumaran: just gonna I’m sending a short note to the go to Market Channel with some updates. But
5 00:00:37.695 ⇒ 00:00:41.280 Uttam Kumaran: let’s see if I don’t know whether Robert is like in
6 00:00:41.420 ⇒ 00:00:43.890 Uttam Kumaran: in person stuff right now or not. So.
7 00:00:44.140 ⇒ 00:00:44.830 Hannah Wang: Okay.
8 00:00:47.480 ⇒ 00:00:50.109 Uttam Kumaran: Worst case we can jam out.
9 00:00:50.520 ⇒ 00:00:51.100 Hannah Wang: Yeah.
10 00:00:58.310 ⇒ 00:01:03.449 Uttam Kumaran: I opted for the jasmine tea instead of coffee. Today, it was like 50% effective.
11 00:01:04.164 ⇒ 00:01:09.509 Hannah Wang: Are you like dependent on coffee? One of those people.
12 00:01:09.910 ⇒ 00:01:15.310 Uttam Kumaran: I go. And I I get dependent and I get off. I get, I get on. I get off. Yeah, I just like.
13 00:01:17.360 ⇒ 00:01:21.530 Uttam Kumaran: I just try not to be, but also.
14 00:01:22.160 ⇒ 00:01:22.490 Hannah Wang: Yeah.
15 00:01:22.490 ⇒ 00:01:26.200 Uttam Kumaran: I like, it’s just an it’s basically kind of like.
16 00:01:26.340 ⇒ 00:01:30.450 Uttam Kumaran: oh, if I’m not motivated, I can just drink a coffee and like, get motivated.
17 00:01:30.770 ⇒ 00:01:31.870 Hannah Wang: So I’m.
18 00:01:32.060 ⇒ 00:01:36.899 Uttam Kumaran: There’s times where I need it, because I have to.
19 00:01:39.550 ⇒ 00:01:42.600 Uttam Kumaran: I mean, I just have to like, get something done.
20 00:01:42.600 ⇒ 00:01:43.104 Hannah Wang: Yeah.
21 00:01:48.700 ⇒ 00:01:49.283 Uttam Kumaran: but
22 00:01:50.900 ⇒ 00:01:54.840 Uttam Kumaran: I would rather drink coffee for pleasure, you know, not as a drink.
23 00:01:54.840 ⇒ 00:01:56.720 Hannah Wang: It tastes good. Yeah.
24 00:01:56.720 ⇒ 00:01:58.030 Uttam Kumaran: Yes, tastes very good.
25 00:01:58.030 ⇒ 00:01:58.750 Hannah Wang: Yeah.
26 00:02:39.100 ⇒ 00:02:43.989 Uttam Kumaran: I actually think this campaign thing is like good way of doing this.
27 00:02:45.250 ⇒ 00:02:51.929 Hannah Wang: Yeah, I like that. We’re gonna start tracking things. I think that’s good. And having.
28 00:02:51.930 ⇒ 00:02:52.420 Uttam Kumaran: Yeah. I’m just.
29 00:02:52.420 ⇒ 00:02:53.010 Hannah Wang: Helpful.
30 00:02:53.600 ⇒ 00:02:58.409 Uttam Kumaran: Yeah, having said is really helpful. I’m hopeful that, like as she ramps up.
31 00:02:58.900 ⇒ 00:03:01.709 Uttam Kumaran: you may consider wanting to work for us full time. So.
32 00:03:02.530 ⇒ 00:03:04.880 Hannah Wang: Is she? Currently part time I’m assuming.
33 00:03:04.880 ⇒ 00:03:06.749 Uttam Kumaran: Yeah, just part, time. Yeah.
34 00:03:06.750 ⇒ 00:03:07.300 Hannah Wang: Okay.
35 00:03:40.310 ⇒ 00:03:46.060 Uttam Kumaran: It’s also good cause. I can just put my idea somewhere versus in slack. And then we can actually like talk about them.
36 00:03:46.460 ⇒ 00:03:47.010 Hannah Wang: Yeah.
37 00:03:47.010 ⇒ 00:03:47.490 Uttam Kumaran: You know.
38 00:03:47.830 ⇒ 00:03:48.620 Hannah Wang: Yeah.
39 00:04:26.670 ⇒ 00:04:33.580 Uttam Kumaran: I guess maybe we should just. I should have like a a campaign with me. That’s just attending events campaign, you know.
40 00:04:34.940 ⇒ 00:04:35.890 Hannah Wang: Hmm.
41 00:04:36.440 ⇒ 00:04:36.900 Uttam Kumaran: Like.
42 00:04:36.900 ⇒ 00:04:37.800 Hannah Wang: Yeah.
43 00:04:39.280 ⇒ 00:04:45.163 Hannah Wang: Because last week I mentioned like wanting to track how many meetings booked and leads and stuff.
44 00:04:45.490 ⇒ 00:04:46.320 Uttam Kumaran: Exactly.
45 00:04:47.300 ⇒ 00:04:52.810 Hannah Wang: Yeah, I guess my question is, I just I mean, I I guess we’re doing everything manually now. But
46 00:04:53.290 ⇒ 00:04:55.980 Hannah Wang: I don’t know. I feel like that’s such a hassle to like.
47 00:04:56.140 ⇒ 00:04:57.390 Hannah Wang: Have you.
48 00:04:57.640 ⇒ 00:05:02.920 Uttam Kumaran: Yeah, what what we’re gonna do eventually is
49 00:05:03.320 ⇒ 00:05:11.209 Uttam Kumaran: like tracking is never going to be 100. But ideally, we want to be able to say like, whenever a new lead comes in, we have to have a source.
50 00:05:11.460 ⇒ 00:05:16.720 Uttam Kumaran: right? So that’s gonna be the the impetus and then, second is
51 00:05:18.290 ⇒ 00:05:31.739 Uttam Kumaran: We just need motions. For example, if I go to an event, and I’m like, Hey, Ryan, go tag everybody at the event and send them an email. He can do that. But it’s actually up to me to go do that. And I need to put that as a campaign right.
52 00:05:32.740 ⇒ 00:05:36.720 Uttam Kumaran: Follow up like follow up campaign for events.
53 00:05:38.340 ⇒ 00:05:39.160 Uttam Kumaran: Right?
54 00:05:39.300 ⇒ 00:05:47.670 Uttam Kumaran: But so like when I go to an event, though, like right now, the pictures and stuff that’s just purely awareness. Right? So for those we want to just measure impressions, likes
55 00:05:47.910 ⇒ 00:05:49.030 Uttam Kumaran: stuff like that.
56 00:05:50.410 ⇒ 00:05:57.930 Hannah Wang: How would that be different than Q. 3. Linkedin content
57 00:05:58.620 ⇒ 00:06:01.149 Hannah Wang: cause I thought, like, I think right now, that’s.
58 00:06:01.320 ⇒ 00:06:07.550 Hannah Wang: I think, being grouped into that campaign. I’m not really sure, actually, but.
59 00:06:12.520 ⇒ 00:06:13.620 Uttam Kumaran: Wait, which one.
60 00:06:14.853 ⇒ 00:06:16.869 Hannah Wang: Call it a row 8
61 00:06:17.170 ⇒ 00:06:20.539 Hannah Wang: like for events and stuff like if we’re posting things.
62 00:06:21.326 ⇒ 00:06:25.490 Hannah Wang: I don’t know if that’s grouped under row 8 in the sheet.
63 00:06:25.490 ⇒ 00:06:26.530 Uttam Kumaran: Oh,
64 00:06:29.330 ⇒ 00:06:32.689 Hannah Wang: Or is this this be like thought, leadership? More goes.
65 00:06:32.690 ⇒ 00:06:36.670 Uttam Kumaran: Yeah, that’s, I guess, like ideally.
66 00:06:37.820 ⇒ 00:06:43.099 Uttam Kumaran: what we want to do is start to break out Linkedin, content by like the type.
67 00:06:43.100 ⇒ 00:06:44.419 Hannah Wang: Category. Yeah.
68 00:06:44.420 ⇒ 00:06:49.460 Uttam Kumaran: Right? So like thought, leadership versus technical posting versus like.
69 00:06:49.460 ⇒ 00:06:50.470 Hannah Wang: And then.
70 00:06:50.470 ⇒ 00:06:53.060 Uttam Kumaran: Team. And then that way, we can sort of measure.
71 00:06:53.300 ⇒ 00:06:57.919 Uttam Kumaran: But maybe we can plan that for. Yeah, we can put that in the proposed.
72 00:08:51.400 ⇒ 00:08:52.840 Hannah Wang: Hi, Sid, we’re just
73 00:08:52.980 ⇒ 00:08:58.999 Hannah Wang: well. I think Tom’s just taking care of a couple of things right now and then. We’ll get started on talking about partnerships.
74 00:08:59.465 ⇒ 00:09:04.115 Elissa Mae Cid: Alright. I thought I was late. My laptop suddenly restarted.
75 00:09:04.580 ⇒ 00:09:06.530 Hannah Wang: Oh, no worries, no worries.
76 00:09:07.153 ⇒ 00:09:08.320 Elissa Mae Cid: Thank you.
77 00:09:09.180 ⇒ 00:09:10.334 Uttam Kumaran: So let me
78 00:09:11.680 ⇒ 00:09:15.890 Uttam Kumaran: Where can I? Oh, so I guess, like I I was maybe just like
79 00:09:16.010 ⇒ 00:09:19.600 Uttam Kumaran: zoned out a second to last meeting. So I’m in here in
80 00:09:20.560 ⇒ 00:09:26.369 Uttam Kumaran: I’m here in Hubspot. So where can I go in here to see the partnerships as well? Oh, never mind.
81 00:09:26.740 ⇒ 00:09:28.859 Uttam Kumaran: I guess correctly. Okay.
82 00:09:30.110 ⇒ 00:09:30.680 Elissa Mae Cid: Yeah.
83 00:09:31.470 ⇒ 00:09:38.450 Uttam Kumaran: Oh, nice, solid. So what do you call these? Oh, pipelines. Okay, never mind. I’m just answering my question.
84 00:09:39.410 ⇒ 00:09:42.610 Uttam Kumaran: Okay, awesome.
85 00:09:48.010 ⇒ 00:09:52.559 Uttam Kumaran: So maybe what I’ll do is like I’ll just gonna work on a little bit of like a
86 00:09:55.760 ⇒ 00:09:56.460 Uttam Kumaran: hmm.
87 00:10:05.780 ⇒ 00:10:07.669 Uttam Kumaran: Okay, great.
88 00:10:08.720 ⇒ 00:10:17.310 Uttam Kumaran: So I’m gonna just, I’m gonna maybe create a view called
89 00:10:22.990 ⇒ 00:10:23.880 Uttam Kumaran: Oh.
90 00:10:33.010 ⇒ 00:10:35.710 Uttam Kumaran: deal stage. So I’m gonna do.
91 00:11:41.360 ⇒ 00:11:48.829 Uttam Kumaran: And then, Sid, can I edit some of these these deal stages? By the way, I just want to rename it. So it sorts.
92 00:11:50.010 ⇒ 00:11:57.290 Elissa Mae Cid: Yes, we have to go to the settings found at the upper
93 00:11:57.670 ⇒ 00:12:00.440 Elissa Mae Cid: right. Yeah. Upper right of the screen.
94 00:12:01.670 ⇒ 00:12:06.460 Elissa Mae Cid: The settings toggle go beside the bell. Icon.
95 00:12:07.840 ⇒ 00:12:10.929 Uttam Kumaran: Besides the oh, here, yeah.
96 00:12:12.330 ⇒ 00:12:17.030 Elissa Mae Cid: And then help us. Remember that there go to deals.
97 00:12:17.550 ⇒ 00:12:22.559 Elissa Mae Cid: There you go, and then change the pipeline to part.
98 00:12:23.053 ⇒ 00:12:27.130 Uttam Kumaran: Great. Okay, nice.
99 00:12:35.030 ⇒ 00:12:36.500 Uttam Kumaran: Oh, okay. Okay.
100 00:12:41.510 ⇒ 00:12:44.340 Uttam Kumaran: okay, this is actually fine. Just wanted to check.
101 00:13:14.220 ⇒ 00:13:21.460 Uttam Kumaran: Okay. So one thing that I want to add, here is.
102 00:13:22.840 ⇒ 00:13:26.419 Uttam Kumaran: I don’t really care about the am I in a new view?
103 00:13:26.740 ⇒ 00:13:30.055 Uttam Kumaran: Oh, active partnerships. Okay, so let’s
104 00:13:36.870 ⇒ 00:13:39.299 Uttam Kumaran: I’m gonna look at
105 00:13:49.160 ⇒ 00:13:51.209 Uttam Kumaran: Don’t really care about these.
106 00:13:52.420 ⇒ 00:13:54.044 Uttam Kumaran: I wanna look at
107 00:13:58.670 ⇒ 00:14:05.410 Uttam Kumaran: maybe last contacted next activity date, close lost reason.
108 00:14:24.040 ⇒ 00:14:25.779 Uttam Kumaran: Okay, let’s try this.
109 00:14:26.680 ⇒ 00:14:28.599 Uttam Kumaran: Okay, great. So
110 00:14:32.700 ⇒ 00:14:35.710 Uttam Kumaran: where is so we have
111 00:14:35.900 ⇒ 00:14:40.490 Uttam Kumaran: mother, doc. So I’m just gonna put some notes here.
112 00:14:42.934 ⇒ 00:14:57.460 Uttam Kumaran: I’m gonna say, potentially signing pool parts and and steak.
113 00:14:58.020 ⇒ 00:15:05.049 Uttam Kumaran: Yeah, light dash! I’m gonna move.
114 00:15:05.770 ⇒ 00:15:09.490 Uttam Kumaran: Do archives really doing much with them?
115 00:15:12.400 ⇒ 00:15:17.320 Uttam Kumaran: Same thing to this archived?
116 00:15:18.290 ⇒ 00:15:22.589 Uttam Kumaran: Oh, the superposition we have! The.
117 00:15:23.350 ⇒ 00:15:25.269 Uttam Kumaran: So if I click on them.
118 00:15:27.450 ⇒ 00:15:39.070 Uttam Kumaran: But I want to link our contacts here. So I want to link David at superpositions. Strat
119 00:15:40.070 ⇒ 00:15:47.379 Uttam Kumaran: David cohen@brainforge.ai, Jason. Okay, I’m just gonna
120 00:15:49.670 ⇒ 00:15:54.350 Uttam Kumaran: cohen@brainforce.ai David Cohen.
121 00:16:04.030 ⇒ 00:16:06.120 Uttam Kumaran: Okay, so create.
122 00:16:07.820 ⇒ 00:16:11.479 Uttam Kumaran: Okay. So this is superposition. So if I go here
123 00:16:12.060 ⇒ 00:16:18.810 Uttam Kumaran: and I want to add the other, David David Collin.
124 00:16:21.670 ⇒ 00:16:26.860 Uttam Kumaran: Perfect. So these are here. The associated
125 00:16:27.110 ⇒ 00:16:32.930 Uttam Kumaran: company is going to be super position, strat.
126 00:16:36.510 ⇒ 00:16:40.982 Uttam Kumaran: and then the associated deal is, we were working on
127 00:16:41.990 ⇒ 00:16:44.449 Uttam Kumaran: we are working on blueprint together.
128 00:16:53.170 ⇒ 00:16:57.143 Uttam Kumaran: and another associated deal is going to be
129 00:17:02.605 ⇒ 00:17:03.850 Uttam Kumaran: nefco.
130 00:17:06.910 ⇒ 00:17:08.579 Uttam Kumaran: Okay? So
131 00:17:17.250 ⇒ 00:17:21.270 Uttam Kumaran: I guess it’s gonna sync at some point right through all my old emails.
132 00:17:29.840 ⇒ 00:17:34.999 Uttam Kumaran: I guess. My, there’s not much else to do here, right like I guess we can add like.
133 00:17:35.000 ⇒ 00:17:40.769 Hannah Wang: Can we associate it with the slack channel like on the bottom? Right, I see, like that thing.
134 00:17:40.770 ⇒ 00:17:51.770 Uttam Kumaran: Oh, okay, for? Oh, yeah. Nice. So select activity types you want to receive in the Channel.
135 00:17:58.310 ⇒ 00:18:00.899 Uttam Kumaran: I guess we could do tasks
136 00:18:02.860 ⇒ 00:18:06.489 Uttam Kumaran: if you want to. Okay, I’m just gonna not do anything but for now.
137 00:18:07.820 ⇒ 00:18:10.570 Uttam Kumaran: Okay, but that’s attributed.
138 00:18:28.010 ⇒ 00:18:31.999 Robert Tseng: I’m on the call as well. I can’t see, because I’m on the I’m driving, but just Fyi.
139 00:18:32.390 ⇒ 00:18:35.150 Uttam Kumaran: Hey, we’re just review. We’re just like
140 00:18:35.290 ⇒ 00:18:38.970 Uttam Kumaran: going through Hubspot with for all the for all the partnerships that are there.
141 00:18:40.134 ⇒ 00:18:43.410 Uttam Kumaran: So for superposition. Yeah, I don’t. I think the
142 00:18:43.760 ⇒ 00:18:48.749 Uttam Kumaran: Hannah do you know where like in here, I can put in like the next activity.
143 00:18:55.060 ⇒ 00:18:59.720 Hannah Wang: You wanna make it like a task or.
144 00:19:02.570 ⇒ 00:19:03.445 Uttam Kumaran: But.
145 00:19:04.320 ⇒ 00:19:06.929 Elissa Mae Cid: Do you prefer it to be as a note.
146 00:19:07.650 ⇒ 00:19:11.479 Uttam Kumaran: Well, like we. We have a meeting booked for the end of this month.
147 00:19:12.260 ⇒ 00:19:17.199 Uttam Kumaran: so I guess I would just want to add that. But I guess.
148 00:19:17.200 ⇒ 00:19:19.090 Hannah Wang: Go here!
149 00:19:19.360 ⇒ 00:19:23.010 Uttam Kumaran: Oh, yeah, this is like, so this is like, I can log a.
150 00:19:26.000 ⇒ 00:19:28.159 Uttam Kumaran: I guess I can log a future meeting.
151 00:19:28.660 ⇒ 00:19:29.910 Hannah Wang: Yeah.
152 00:19:31.770 ⇒ 00:19:38.460 Uttam Kumaran: Or let me see actions. Can I customize the prop? Maybe there is a new like next contact?
153 00:19:38.570 ⇒ 00:19:39.390 Uttam Kumaran: Bang!
154 00:19:41.860 ⇒ 00:19:45.220 Uttam Kumaran: This is all related, so that for a
155 00:19:45.400 ⇒ 00:19:48.769 Uttam Kumaran: oh, next activity date. Okay, that’s what it is.
156 00:19:55.660 ⇒ 00:19:59.590 Uttam Kumaran: Okay. So next activity date is going to be, oh.
157 00:20:03.670 ⇒ 00:20:06.096 Uttam Kumaran: never mind. Okay, so I’m just gonna put
158 00:20:09.190 ⇒ 00:20:11.130 Uttam Kumaran: What? And when is that meeting? Hannah.
159 00:20:11.770 ⇒ 00:20:13.160 Hannah Wang: Yeah. The 31.st
160 00:20:13.160 ⇒ 00:20:20.760 Uttam Kumaran: Oh, nice. Okay. So I’m just gonna put that here. And whatever let’s just log the meeting.
161 00:20:25.700 ⇒ 00:20:27.960 Uttam Kumaran: Okay, great. Next activity date. Okay, cool.
162 00:20:27.960 ⇒ 00:20:28.870 Hannah Wang: Oh, cool!
163 00:20:31.656 ⇒ 00:20:41.609 Hannah Wang: Is that gonna show up for everyone I know like like in notion. For example, if you like, change something, you have to reset it. So that’s like the standard for everyone’s view. I don’t know.
164 00:20:41.974 ⇒ 00:20:48.169 Uttam Kumaran: I think you so. I. In this active partnerships you. There is a next activity day column.
165 00:20:48.310 ⇒ 00:20:51.449 Hannah Wang: Okay, let me see in Hubspot.
166 00:21:02.890 ⇒ 00:21:10.660 Uttam Kumaran: So maybe one thing we can do is we can maybe go through our core ones and just make sure that they have the associated contacts and companies right now.
167 00:21:11.650 ⇒ 00:21:12.280 Hannah Wang: Okay.
168 00:21:12.280 ⇒ 00:21:13.629 Uttam Kumaran: While we’re on the call.
169 00:21:14.910 ⇒ 00:21:16.190 Uttam Kumaran: Blue people.
170 00:22:21.630 ⇒ 00:22:22.340 Uttam Kumaran: Oops.
171 00:22:34.740 ⇒ 00:22:48.539 Robert Tseng: So I know this call is just for the partnership contacts. But I did go through the accounts and or just accounts, and leads as well. The leads views kinda get me where I want. I think some statuses and stuff need to be updated, but
172 00:22:48.740 ⇒ 00:22:53.530 Robert Tseng: but more or less replicates the notion workflow, which is
173 00:22:54.810 ⇒ 00:23:01.120 Robert Tseng: I’ve had. Yeah. The numbers are kind of crazy, like, I don’t know this in terms of like.
174 00:23:02.480 ⇒ 00:23:04.929 Uttam Kumaran: Meetings, book attribution.
175 00:23:04.930 ⇒ 00:23:05.490 Uttam Kumaran: Yeah.
176 00:23:06.870 ⇒ 00:23:19.270 Robert Tseng: Not like I, the the dashboards and stuff make any sense. So I I don’t know what I saw that Sid had created like a Google sheet to like request changes. I think that’s a little bit
177 00:23:20.550 ⇒ 00:23:29.419 Robert Tseng: too much like I. If I’m gonna take the time to fill that Google sheet out. I might as well just change it in Hubspot myself. So
178 00:23:31.740 ⇒ 00:23:53.270 Robert Tseng: yeah. Cause I think she’s basically requesting, like anytime we want to make any change to a contact contact to just put it in that Google sheet. And I guess she would handle it afterwards. But I don’t know. It just seems like it’s redundant. It’s like doing the same thing just in Google sheet form instead of Hubspot. So I don’t know if I buy into that workflow suggestion.
179 00:23:56.830 ⇒ 00:24:14.130 Robert Tseng: But yeah, I mean, I guess as as you guys are setting up these integrations hopefully, like any chatter about particular accounts from slack or emails, all gonna get synced to Hubspot, so that level of like tracking would be great because we don’t. We haven’t seen that before yet.
180 00:24:15.637 ⇒ 00:24:18.310 Robert Tseng: And then I looked at, like some of the
181 00:24:18.940 ⇒ 00:24:30.630 Robert Tseng: I don’t know how much of these features we actually can use. But you know, Hubspot has, like AI summarization. And and like some, basically, some context building stuff within the
182 00:24:30.820 ⇒ 00:24:35.099 Robert Tseng: record itself. That’s probably better than what we have in notion. Currently.
183 00:24:35.908 ⇒ 00:24:40.050 Robert Tseng: So yeah, I guess hopefully, that’s
184 00:24:40.550 ⇒ 00:24:42.670 Robert Tseng: that to me is like when
185 00:24:43.740 ⇒ 00:24:51.459 Robert Tseng: the next time I want to go and open like an account like I just I’m driving back from meeting with nit
186 00:24:52.820 ⇒ 00:24:59.489 Robert Tseng: I could have clicked into the knit contact and seen everything that we had talked about with them.
187 00:24:59.650 ⇒ 00:25:02.570 Robert Tseng: Yeah, I guess that’s that’s what we’re working towards. Right? So.
188 00:25:04.220 ⇒ 00:25:17.829 Uttam Kumaran: Yeah, I think one thing we’re one is, I agree. I think they just set that up as a in case people need to use it because everybody else is like training Hubspot. I’m I’m sort of going back to make things well.
189 00:25:18.480 ⇒ 00:25:18.870 Robert Tseng: Yeah.
190 00:25:18.870 ⇒ 00:25:35.840 Uttam Kumaran: So I think that’s fine. I think on the yeah, I mean Hannah. And Rico, like everybody we want to try to tie in everybody’s emails and stuff. But I think that’s on Sid’s plate to figure out like, Okay, how do we get everybody else’s emails? But ideally, we should be able to see like
191 00:25:36.190 ⇒ 00:25:39.409 Uttam Kumaran: everything, get linked into there. Additionally.
192 00:25:39.410 ⇒ 00:25:41.420 Robert Tseng: Thing is Utam’s email currently is basically.
193 00:25:41.420 ⇒ 00:25:46.550 Uttam Kumaran: Yeah, yeah. Additionally, I think we’ll start to do stuff manually, like.
194 00:25:47.030 ⇒ 00:25:52.319 Uttam Kumaran: one thing I’m doing on the AI team is the platform clients will be linked.
195 00:25:52.430 ⇒ 00:25:53.660 Uttam Kumaran: Do.
196 00:25:55.480 ⇒ 00:26:03.070 Uttam Kumaran: On Hubspot like company and additionally, we’re gonna be adding leads into the
197 00:26:03.440 ⇒ 00:26:09.280 Uttam Kumaran: platform as well. So meetings and, like the zooms and stuff will automatically get double synced.
198 00:26:10.027 ⇒ 00:26:12.260 Uttam Kumaran: So that’s like that’ll be like our
199 00:26:13.060 ⇒ 00:26:25.519 Uttam Kumaran: like, our magic on our side. I don’t know. I don’t think that like it comes out of the box. But then, yeah, ideally like, we want to be able to have instead of Hannah, sort of going directly to or anybody going directly to
200 00:26:27.160 ⇒ 00:26:32.100 Uttam Kumaran: like taking a transcript was sort of like. If you want to learn about an account like start at the Hubspot account.
201 00:26:32.100 ⇒ 00:26:32.610 Robert Tseng: Yeah.
202 00:26:32.610 ⇒ 00:26:37.349 Uttam Kumaran: Thing you know, and everything associated with it will be there. So yeah.
203 00:26:41.110 ⇒ 00:26:46.150 Hannah Wang: Also, I don’t see the next activity date on on my.
204 00:26:46.150 ⇒ 00:26:46.660 Uttam Kumaran: Oh, really.
205 00:26:46.660 ⇒ 00:26:50.250 Hannah Wang: So I feel like you have to set it as default for everyone.
206 00:26:50.420 ⇒ 00:26:53.389 Hannah Wang: I think there was like a button boy. Do you.
207 00:26:53.390 ⇒ 00:26:55.269 Uttam Kumaran: Are you in active purchase, purchase.
208 00:26:57.700 ⇒ 00:27:02.320 Hannah Wang: I am in. Well, I’m like looking at. Oh, wait. Okay.
209 00:27:02.540 ⇒ 00:27:05.089 Hannah Wang: I’m confused. How do I get there?
210 00:27:05.990 ⇒ 00:27:08.309 Uttam Kumaran: Click, add a view.
211 00:27:08.710 ⇒ 00:27:09.970 Hannah Wang: Oh, active.
212 00:27:10.560 ⇒ 00:27:16.890 Hannah Wang: Oh, I see it. Okay, that? Oh, okay, never mind. I see it.
213 00:27:17.270 ⇒ 00:27:18.200 Uttam Kumaran: No problem.
214 00:27:18.550 ⇒ 00:27:25.349 Robert Tseng: Yeah. And I think it’s kind of we, we can start having things like, well, every everything needs to have a next activity date, or
215 00:27:25.760 ⇒ 00:27:28.400 Robert Tseng: just a dead leap, like we should just cut it so
216 00:27:28.876 ⇒ 00:27:33.029 Robert Tseng: yeah, that that hopefully will make it less noisy. And whatever. So.
217 00:27:42.590 ⇒ 00:27:49.069 Uttam Kumaran: Okay, I think otherwise on partnership stuff. So it looks like the Mcaw contract got signed today.
218 00:27:49.540 ⇒ 00:27:53.049 Uttam Kumaran: I think. Let me let me actually just like
219 00:27:53.590 ⇒ 00:27:59.270 Uttam Kumaran: I just got an email from them from Document. So but let me just double check, because then I’m gonna send a follow up.
220 00:28:00.980 ⇒ 00:28:05.100 Uttam Kumaran: to push that forward.
221 00:28:05.728 ⇒ 00:28:10.989 Robert Tseng: Yeah, I’m gonna meet the ox. My my friend at Ox insights in 30 min.
222 00:28:10.990 ⇒ 00:28:11.710 Uttam Kumaran: Okay.
223 00:28:11.710 ⇒ 00:28:26.630 Robert Tseng: Yeah. So I’m gonna just kinda obviously pick his brain on kind of outcome based pricing and some of those projects. Then I also want to get on their preferred like partner list as well. So I’m gonna try to push him to kind of get us towards a contract with them would be cool.
224 00:28:28.230 ⇒ 00:28:31.529 Robert Tseng: Yeah, I think that’s that. And then
225 00:28:32.980 ⇒ 00:28:35.806 Robert Tseng: we never heard anything back from blueprint right? And
226 00:28:36.120 ⇒ 00:28:36.890 Uttam Kumaran: No.
227 00:28:37.060 ⇒ 00:28:37.680 Robert Tseng: Okay.
228 00:28:40.170 ⇒ 00:28:46.329 Hannah Wang: Are you still in Colorado? Did you meet up with amplitude, or did you hear from them.
229 00:28:46.330 ⇒ 00:28:50.929 Robert Tseng: Nope, they never responded. But yeah, I do want to follow up on that. I have.
230 00:28:50.930 ⇒ 00:28:52.750 Uttam Kumaran: I’m gonna hit him on linkedin today.
231 00:28:53.000 ⇒ 00:28:54.919 Robert Tseng: Yeah, like, I talked to like
232 00:28:59.850 ⇒ 00:29:06.229 Robert Tseng: that. He’s going to rebook the interview. He will. He’ll do it with us. And then I basically pitched him on like.
233 00:29:06.550 ⇒ 00:29:17.229 Robert Tseng: Hey, cause amplitude reached out to him directly to do an event with them in Denver, and he doesn’t want to, but they were like, we’ll give you the budget. You just need to organize everything and ask us for reimbursement.
234 00:29:17.450 ⇒ 00:29:19.310 Robert Tseng: And I’m basically telling him.
235 00:29:19.660 ⇒ 00:29:30.189 Robert Tseng: okay, we’ll accept that offer. Just do it under Brainforge. We’ll do that for you, and you can still be like the co-host, or whatever with them, so hopefully that builds on the momentum they’ve already had with him.
236 00:29:31.880 ⇒ 00:29:32.470 Hannah Wang: Okay.
237 00:29:32.470 ⇒ 00:29:34.784 Uttam Kumaran: This is, what’s this is what.
238 00:29:35.170 ⇒ 00:29:36.449 Hannah Wang: Oh, okay.
239 00:29:36.900 ⇒ 00:29:37.470 Robert Tseng: Yeah.
240 00:29:38.120 ⇒ 00:29:42.030 Robert Tseng: So I do want to follow up with him on that today tomorrow.
241 00:29:43.280 ⇒ 00:29:51.140 Robert Tseng: Yeah. So yeah, we’re not the only you know team that amplitude has been talking about talking with, to do something in Denver. So.
242 00:29:51.260 ⇒ 00:29:51.900 Hannah Wang: Hmm.
243 00:29:52.870 ⇒ 00:29:57.839 Uttam Kumaran: Yeah, it looks like the Dan signed it today. So I’m gonna just send a note
244 00:29:59.220 ⇒ 00:30:00.909 Uttam Kumaran: being like, let’s get on the phone.
245 00:30:01.360 ⇒ 00:30:02.030 Robert Tseng: Cool
246 00:30:02.310 ⇒ 00:30:15.660 Robert Tseng: the nick, I mean. I don’t want to derail too much, but I’m about to pull up into my next stop, but, like I just came back from that with Nick Great. They just raised their A, and they want to re-engage with us. So yeah, I think like.
247 00:30:16.370 ⇒ 00:30:24.970 Robert Tseng: I think something similar to like a stack blitz like initially would work. We’ll just do like paid discovery by hour.
248 00:30:25.535 ⇒ 00:30:27.489 Robert Tseng: So I think, utam, I’ll probably
249 00:30:28.010 ⇒ 00:30:39.769 Robert Tseng: they’re they’re gonna they’re doing like a team on site in New York and like a week or something like that. And I think we’re gonna try to get on their calendar for us to talk with them, and they’re
250 00:30:39.930 ⇒ 00:30:46.029 Robert Tseng: kind of they’re they hired. A new director of engineering. Would would be great to
251 00:30:46.140 ⇒ 00:30:56.050 Robert Tseng: kind of. I think the product analytics work will kick off. He’ll just like do kind of just paid hourly with me for that. But then also for us to kind of put the
252 00:30:56.300 ⇒ 00:30:58.249 Robert Tseng: data will kind of
253 00:30:58.660 ⇒ 00:31:06.599 Robert Tseng: maybe a similar pitch to what we did with, or at least packaging what we did with Stack Blitz, and to to offer that to them.
254 00:31:08.140 ⇒ 00:31:09.299 Uttam Kumaran: Okay. Okay, great.
255 00:31:09.570 ⇒ 00:31:16.599 Uttam Kumaran: yeah. I’m gonna start to loop in, Henry. And then, as I start to work with him closer, I’ll sort of get the world of product analytics a little bit better and.
256 00:31:16.820 ⇒ 00:31:19.019 Robert Tseng: Yeah, that’ll be good
257 00:31:19.020 ⇒ 00:31:24.079 Robert Tseng: good one to put on on this client, just because he has more experience in enterprise Sas.
258 00:31:24.220 ⇒ 00:31:26.600 Robert Tseng: than anybody else on our team. I think so.
259 00:31:26.890 ⇒ 00:31:27.520 Uttam Kumaran: Okay.
260 00:31:32.592 ⇒ 00:31:40.740 Uttam Kumaran: otherwise on partnerships. Yeah. So we. So I just touched base with Brian this morning. He’s sending several
261 00:31:41.390 ⇒ 00:31:50.859 Uttam Kumaran: messages to leads, like he mentioned about 12. So I I basically for our referral partners, you know, we’re gonna kind of see. Some are more like
262 00:31:50.960 ⇒ 00:31:55.860 Uttam Kumaran: run their own bit versus others like Jody runs his own like Llc. And stuff. So
263 00:31:55.990 ⇒ 00:32:05.600 Uttam Kumaran: he’s not gonna like need. Our assistance with Brian is just kind of like, well connected, but is just like an engineer. So I was like, look, you can leverage our sales infra if you want to like.
264 00:32:05.720 ⇒ 00:32:08.859 Uttam Kumaran: If he sends us all of the people that he contacted.
265 00:32:09.010 ⇒ 00:32:14.900 Uttam Kumaran: I’m happy we’re happy to save that in our Hubspot and help him follow up.
266 00:32:15.130 ⇒ 00:32:20.789 Uttam Kumaran: So I think my only point there is for the referral partners, Hannah, we just have to.
267 00:32:21.060 ⇒ 00:32:21.929 Uttam Kumaran: Yeah, thank you.
268 00:32:23.220 ⇒ 00:32:24.310 Uttam Kumaran: Our channel.
269 00:32:25.395 ⇒ 00:32:31.909 Uttam Kumaran: Often and again, like we’re meeting with folks every 2 weeks or so but for the
270 00:32:32.070 ⇒ 00:32:43.630 Uttam Kumaran: for, like jody and stuff, the biggest thing is going to be momentum. So we’re gonna meet and talk about partnerships. But ideally, we can use. If at minimum, we use this time just to all keep ourselves accountable and send a bunch of follow ups.
271 00:32:45.980 ⇒ 00:32:52.350 Uttam Kumaran: So let’s see, I think the Jodi call. I message he wants to just send message back asking to Rebook.
272 00:32:52.810 ⇒ 00:32:53.370 Hannah Wang: Okay.
273 00:32:53.370 ⇒ 00:32:56.107 Uttam Kumaran: The Brian thing is is going now.
274 00:32:57.950 ⇒ 00:33:04.860 Uttam Kumaran: And then. Yeah, I’m gonna I’m gonna try to get us onto mother ducks radar as well, like we’re gonna pitch them into a couple of people.
275 00:33:05.030 ⇒ 00:33:06.200 Uttam Kumaran: And then
276 00:33:06.700 ⇒ 00:33:20.749 Uttam Kumaran: Robert, I just I sent a note earlier. But Sid’s gonna start to take over some of the gig radar reporting and management. So we’re gonna have a call about like a retro on gig radar to date end of this month, and then we can make any adjustments we want for next month.
277 00:33:25.470 ⇒ 00:33:27.369 Uttam Kumaran: But cool, I guess anything else
278 00:33:27.660 ⇒ 00:33:29.690 Uttam Kumaran: we want to talk about in this meeting.
279 00:33:34.880 ⇒ 00:33:36.689 Hannah Wang: Oh, let me see.
280 00:33:40.730 ⇒ 00:33:48.399 Hannah Wang: I guess. Is there a way in note or Hubspot to like just star the ones that we’re focusing on cause.
281 00:33:48.520 ⇒ 00:33:52.319 Hannah Wang: I know. Well, I know there’s tears for a reason, but, like.
282 00:33:52.320 ⇒ 00:33:55.149 Uttam Kumaran: I, yeah, I think we can bring in the priorities.
283 00:33:55.340 ⇒ 00:33:55.820 Hannah Wang: Okay.
284 00:33:56.101 ⇒ 00:33:57.789 Uttam Kumaran: So let me bring that in.
285 00:34:03.100 ⇒ 00:34:07.888 Uttam Kumaran: Well, I guess this is the deal priority. I’ll I can. I’ll add another.
286 00:34:09.820 ⇒ 00:34:14.629 Uttam Kumaran: I’ll add another thing. Property here that’s related to like
287 00:34:17.960 ⇒ 00:34:21.580 Uttam Kumaran: whatever act or yeah, some sort of priority or something.
288 00:34:21.810 ⇒ 00:34:22.420 Hannah Wang: Okay.
289 00:34:22.742 ⇒ 00:34:26.929 Elissa Mae Cid: There is a specific field for that. I can add it with them.
290 00:34:27.690 ⇒ 00:34:32.029 Uttam Kumaran: Okay, yeah, cause it’s not. Yeah. I guess that’s fine. Yeah, we can add that related to priority.
291 00:34:33.320 ⇒ 00:34:34.090 Elissa Mae Cid: Okay.
292 00:34:37.560 ⇒ 00:34:40.900 Hannah Wang: And then for contextual, we’re.
293 00:34:40.900 ⇒ 00:34:42.610 Uttam Kumaran: We’re waiting on. Someone was out right or something.
294 00:34:42.610 ⇒ 00:34:51.750 Hannah Wang: Yeah. So I’ll follow up with them, for I guess marketing collateral. But then I know that they like sent you some api update or something. Are we just like
295 00:34:52.179 ⇒ 00:34:59.649 Hannah Wang: trying to is the AI team? I feel I heard from Miguel. You’re trying to integrate contextual into pool parts. Right? So is that kind of the work
296 00:34:59.820 ⇒ 00:35:00.750 Hannah Wang: there.
297 00:35:03.190 ⇒ 00:35:11.599 Uttam Kumaran: yeah. But that’s already. That’s kind of already done, I think. On the yeah. On the client side we’ll have work, but I think they wanted to do like
298 00:35:12.260 ⇒ 00:35:13.980 Uttam Kumaran: something more publicly.
299 00:35:14.210 ⇒ 00:35:20.710 Hannah Wang: Yeah, there’s like a an event, they said. We can Co brand a case study on.
300 00:35:21.036 ⇒ 00:35:22.340 Uttam Kumaran: Yeah. Yeah. Yeah. Yeah.
301 00:35:22.340 ⇒ 00:35:27.559 Hannah Wang: Yeah. So I’ll follow up this week, because I think 2 of their folks were out last week.
302 00:35:28.348 ⇒ 00:35:35.530 Hannah Wang: So I’ll just follow up on the Channel, and then do like a partnership announcement as well on Linkedin.
303 00:35:36.823 ⇒ 00:35:38.669 Hannah Wang: And then is there
304 00:35:40.072 ⇒ 00:35:49.990 Hannah Wang: for talisma? Sorry, I know you probably give an update is that the contract is still on legal? Or are we waiting to hear back from legal about that.
305 00:35:49.990 ⇒ 00:35:52.530 Uttam Kumaran: Yeah, I know we’re waiting to hear back from their side now. Yeah.
306 00:35:52.530 ⇒ 00:35:56.020 Hannah Wang: Oh, okay, cool. And then.
307 00:35:57.281 ⇒ 00:36:06.770 Hannah Wang: yeah, for blue people. I’m waiting for them to confirm what date? Either August or September. I told them. August is preferred. So just waiting
308 00:36:07.360 ⇒ 00:36:14.960 Hannah Wang: for them on that. And then I think that’s everything.
309 00:36:15.540 ⇒ 00:36:16.170 Uttam Kumaran: Okay.
310 00:36:16.460 ⇒ 00:36:17.240 Hannah Wang: Yeah.
311 00:36:20.390 ⇒ 00:36:25.339 Uttam Kumaran: Okay. Great. Yeah. So I’m gonna send a couple of follow ups and then I’ll I’ll as I send them. I’ll send notes in slack.
312 00:36:26.240 ⇒ 00:36:36.789 Hannah Wang: And then I if you just like update Hubspot, that’d be helpful, too. Just so, I kind of know. Have an overview of everything, and then I’ll also update Hubspot as well.
313 00:36:37.200 ⇒ 00:36:53.110 Hannah Wang: I said. I don’t know if you caught what Utam said, but I think since the 3 of us and Robert. I think we kind of know how to use Hubspot. I think maybe we’ll update Hubspot directly, but for anyone else who doesn’t know how to use Hubspot. I think they can utilize the Google sheet. Does that sound? Okay?
314 00:36:53.110 ⇒ 00:36:53.490 Elissa Mae Cid: Yeah.
315 00:36:53.490 ⇒ 00:36:54.149 Hannah Wang: Thank you.
316 00:36:54.150 ⇒ 00:37:09.179 Elissa Mae Cid: Yeah, yeah, it’s okay. I agree, this process. But for those that don’t know how, yet we can use the Google sheet for now, but for the others that know, you can update directly. And I’ve added the column proper priority.
317 00:37:09.390 ⇒ 00:37:15.029 Elissa Mae Cid: So you can just update the priority levels of the partnerships.
318 00:37:16.010 ⇒ 00:37:17.650 Hannah Wang: Okay. Cool. Awesome.
319 00:37:19.740 ⇒ 00:37:20.330 Uttam Kumaran: Okay.
320 00:37:20.530 ⇒ 00:37:21.350 Hannah Wang: Alrighty!
321 00:37:22.110 ⇒ 00:37:22.550 Uttam Kumaran: Thank you.
322 00:37:23.510 ⇒ 00:37:25.459 Elissa Mae Cid: Bye, everyone bye, good luck.
323 00:37:25.460 ⇒ 00:37:27.259 Hannah Wang: Bye, Robert, bye, good luck.