Meeting Title: Leads Review Meeting Date: 2025-08-04 Meeting participants: Elissa Mae Cid, Elissa Mae’s Loom Notetaker, Hannah Wang, Uttam Kumaran, Robert Tseng, Ryan Brosas
WEBVTT
1 00:01:23.010 ⇒ 00:01:23.670 Elissa Mae Cid: That’s
2 00:02:26.070 ⇒ 00:02:27.660 Elissa Mae Cid: good morning. How are you?
3 00:02:29.090 ⇒ 00:02:30.580 Hannah Wang: Hey? How’s it going.
4 00:02:32.720 ⇒ 00:02:34.989 Elissa Mae Cid: So far, so good. How are you.
5 00:02:36.120 ⇒ 00:02:44.049 Hannah Wang: I’m good but tired, but I feel like that’s normal on a Monday.
6 00:02:46.620 ⇒ 00:02:49.700 Elissa Mae Cid: Is my evenings.
7 00:02:50.970 ⇒ 00:02:52.290 Hannah Wang: Yeah, how was your weekend.
8 00:02:52.290 ⇒ 00:02:55.660 Elissa Mae Cid: Nice by weekend.
9 00:02:56.330 ⇒ 00:03:04.079 Elissa Mae Cid: Well, we had an event with my other with the other job I have. So it’s just more of preparing for that event.
10 00:03:05.250 ⇒ 00:03:06.429 Elissa Mae Cid: So what do you do?
11 00:03:06.430 ⇒ 00:03:07.660 Hannah Wang: For your other job.
12 00:03:08.850 ⇒ 00:03:14.959 Elissa Mae Cid: I’m more of a lead on sales operations in that other job. So
13 00:03:15.753 ⇒ 00:03:25.699 Elissa Mae Cid: more on creating dashboards and reports and follow up on opportunities that the sales team has.
14 00:03:26.470 ⇒ 00:03:30.140 Hannah Wang: I see similar to what you’re doing here. I think.
15 00:03:30.140 ⇒ 00:03:40.882 Elissa Mae Cid: Yes, yes, it is but in terms of systems and all. Of course, it’s very different. But somehow the concept is concept is the same.
16 00:03:41.280 ⇒ 00:03:43.560 Elissa Mae Cid: Yeah, yeah, yeah.
17 00:03:43.560 ⇒ 00:03:44.300 Hannah Wang: Cool.
18 00:03:45.390 ⇒ 00:03:55.449 Elissa Mae Cid: So I did receive a message from Amber requesting to have this at that earlier time, but it just said the message today. So
19 00:03:56.760 ⇒ 00:04:03.620 Elissa Mae Cid: I guess she wants to have it early because it’s overlapping in Witham’s client meeting.
20 00:04:03.780 ⇒ 00:04:06.919 Elissa Mae Cid: Maybe what we can do is we can finish early.
21 00:04:10.610 ⇒ 00:04:13.689 Hannah Wang: He said. Amber said that we.
22 00:04:13.690 ⇒ 00:04:14.120 Elissa Mae Cid: Yeah.
23 00:04:14.120 ⇒ 00:04:17.700 Hannah Wang: Move all the meetings earlier or just this one.
24 00:04:18.019 ⇒ 00:04:24.439 Elissa Mae Cid: I think just this one for a client so that them can join.
25 00:04:24.629 ⇒ 00:04:27.589 Elissa Mae Cid: So where are the others?
26 00:04:28.439 ⇒ 00:04:29.119 Elissa Mae Cid: Let’s okay.
27 00:04:31.719 ⇒ 00:04:38.859 Elissa Mae Cid: Okay. Oh, we’ll wait until 11 0, 5 if not, then maybe I can send a chat with them.
28 00:04:39.300 ⇒ 00:04:40.550 Hannah Wang: Okay. Sounds good.
29 00:04:40.550 ⇒ 00:04:41.080 Elissa Mae Cid: And
30 00:04:41.600 ⇒ 00:04:55.600 Elissa Mae Cid: thank you. I haven’t reviewed the video meeting that you had with Robert. So I’ll check that today and in the Circle back campaign messages. So I had that in the
31 00:04:55.870 ⇒ 00:05:02.140 Elissa Mae Cid: circle back as well. So I think it’s more. I’ll just have you guys. How
32 00:05:02.260 ⇒ 00:05:09.280 Elissa Mae Cid: have you review the Revised Message for Specific Declining Results.
33 00:05:10.370 ⇒ 00:05:19.600 Hannah Wang: Okay, I think, I’m gonna try to move the campaign meetings to Mondays now. So I think
34 00:05:19.850 ⇒ 00:05:28.510 Hannah Wang: maybe we can talk about it after the partnership meeting. The partnership meeting shouldn’t take too long, so I think we can just stack them
35 00:05:29.290 ⇒ 00:05:29.970 Elissa Mae Cid: Okay.
36 00:05:30.090 ⇒ 00:05:33.290 Hannah Wang: But yeah, we can go over any questions that you have
37 00:05:33.500 ⇒ 00:05:36.330 Hannah Wang: during that time for that that campaign
38 00:05:38.470 ⇒ 00:05:46.410 Hannah Wang: during I think it’s a bit late for you. It’s 10 Pacific. So that’s 1
39 00:05:46.580 ⇒ 00:05:49.854 Hannah Wang: Eastern is the partnership meeting.
40 00:05:50.920 ⇒ 00:05:57.079 Hannah Wang: But yeah, we’ll play around with the timing of everything. We’re just trying to have all internal meetings for
41 00:05:57.560 ⇒ 00:05:59.060 Hannah Wang: to be on Monday.
42 00:05:59.540 ⇒ 00:06:01.470 Hannah Wang: So yeah.
43 00:06:02.320 ⇒ 00:06:07.360 Elissa Mae Cid: Alright awesome. Thank you, Hannah. We have Utam here. Good morning, Utah.
44 00:06:07.360 ⇒ 00:06:08.522 Uttam Kumaran: Hey! Good morning!
45 00:06:08.910 ⇒ 00:06:17.440 Elissa Mae Cid: Good morning. So Amber did mention that you have a meeting overlapping the client overlapping this one.
46 00:06:19.410 ⇒ 00:06:21.730 Uttam Kumaran: Yeah, I sent a note. Basically, we have
47 00:06:21.850 ⇒ 00:06:29.219 Uttam Kumaran: this this and tomorrow’s campaign meeting. Like, I don’t think we need 3 h for this for all this.
48 00:06:29.460 ⇒ 00:06:33.080 Uttam Kumaran: So I would like us to consolidate to today.
49 00:06:34.050 ⇒ 00:06:41.320 Elissa Mae Cid: Alright. Okay. Maybe I can start with the Monday leads that we have.
50 00:06:42.170 ⇒ 00:06:47.989 Elissa Mae Cid: So let me check if the other resources can join
51 00:07:01.620 ⇒ 00:07:02.450 Elissa Mae Cid: relevant.
52 00:07:03.850 ⇒ 00:07:13.749 Elissa Mae Cid: Okay, alright, I’ll start. So good morning. Everyone for the Monday meeting. So I’m using now the agenda we have. So
53 00:07:14.510 ⇒ 00:07:40.819 Elissa Mae Cid: there is just this number 2 that I don’t understand yet, but we’ll go through that later. So number one wins and celebration since last Monday. I think this is specific to sales. So we did have a closing with Ellie mental health at $10,000 per month. So we’ll get to the whole sales team and Robert as well. So just wanted to check with them the wins and celebration. This is specific to sales.
54 00:07:41.110 ⇒ 00:07:47.870 Elissa Mae Cid: or since we will be stacking up the other meetings will discover everyone’s wins.
55 00:07:48.780 ⇒ 00:08:00.820 Uttam Kumaran: Yeah, this is just for this meeting. So I guess, like, if we can talk about that, can we make a decision now like we have an hour for partnerships, and we have an hour tomorrow for marketing campaigns. Can we like
56 00:08:01.050 ⇒ 00:08:03.030 Uttam Kumaran: consolidate these right now?
57 00:08:03.480 ⇒ 00:08:05.879 Uttam Kumaran: Does pardon me, is there any
58 00:08:06.050 ⇒ 00:08:10.699 Uttam Kumaran: like? Do we have an hour’s worth of stuff to talk about on the partnership side.
59 00:08:11.420 ⇒ 00:08:14.789 Hannah Wang: No, we can probably do that to like 30 min.
60 00:08:15.250 ⇒ 00:08:18.780 Hannah Wang: or even 15, if it’s just a quick like update.
61 00:08:18.780 ⇒ 00:08:24.770 Uttam Kumaran: Yeah, then, can we can we just put the marketing campaigns meeting right after that? And like, just
62 00:08:24.900 ⇒ 00:08:26.080 Uttam Kumaran: we can.
63 00:08:26.340 ⇒ 00:08:27.367 Elissa Mae Cid: It should be.
64 00:08:28.160 ⇒ 00:08:29.160 Robert Tseng: Yeah, angle.
65 00:08:30.266 ⇒ 00:08:31.280 Robert Tseng: Let’s do.
66 00:08:31.649 ⇒ 00:08:40.150 Hannah Wang: I’m not the owner of the partnership meeting, so if I’ll ping Robert to make that 15 min, and then I’ll move the.
67 00:08:40.159 ⇒ 00:08:40.689 Uttam Kumaran: He’s here.
68 00:08:40.690 ⇒ 00:08:41.450 Hannah Wang: Under it.
69 00:08:41.690 ⇒ 00:08:42.520 Hannah Wang: Oh, okay.
70 00:08:43.000 ⇒ 00:08:44.250 Robert Tseng: Who are in that bucket.
71 00:08:44.400 ⇒ 00:08:47.859 Robert Tseng: Yeah, I can move. You want me to shorten that to 30.
72 00:08:49.130 ⇒ 00:08:52.850 Robert Tseng: Okay, right now, all right.
73 00:08:52.850 ⇒ 00:08:53.270 Elissa Mae Cid: All right.
74 00:08:54.900 ⇒ 00:09:10.139 Elissa Mae Cid: So there again, that’s again with this pipeline snapshot, and just not sure on how to populate this data with them. But is this for high priority pipelines
75 00:09:10.410 ⇒ 00:09:15.050 Elissa Mae Cid: only. But I didn’t. Okay, alright. So
76 00:09:15.380 ⇒ 00:09:22.326 Elissa Mae Cid: for high priority pipelines, I will get that soon. But for now I have this
77 00:09:23.180 ⇒ 00:09:24.650 Robert Tseng: We got. It’s 3.
78 00:09:24.650 ⇒ 00:09:25.380 Elissa Mae Cid: One.
79 00:09:25.790 ⇒ 00:09:26.230 Robert Tseng: Okay.
80 00:09:26.230 ⇒ 00:09:29.080 Elissa Mae Cid: 50. Yeah, so so far.
81 00:09:29.080 ⇒ 00:09:32.459 Uttam Kumaran: Pull this up. Maybe we can pull this up in Hubspot.
82 00:09:32.460 ⇒ 00:09:32.940 Robert Tseng: Excuse me.
83 00:09:32.940 ⇒ 00:09:35.590 Uttam Kumaran: I can just give you updates on my side.
84 00:09:37.580 ⇒ 00:09:42.420 Robert Tseng: That to delivery? What is the average timeline working 5 days.
85 00:09:42.640 ⇒ 00:09:45.940 Uttam Kumaran: You wanna do you wanna mute, by the way, or we can just hear your.
86 00:09:46.420 ⇒ 00:09:47.390 Robert Tseng: Oh, sorry!
87 00:09:47.390 ⇒ 00:09:48.370 Uttam Kumaran: Here, you’re at
88 00:09:49.273 ⇒ 00:09:57.900 Uttam Kumaran: yeah, if we can just pull up the current high priority leads. And I can, we can just run through up. Basically, I kind of would just like to go through all of them.
89 00:09:57.900 ⇒ 00:09:58.680 Elissa Mae Cid: Oh.
90 00:10:15.260 ⇒ 00:10:20.139 Elissa Mae Cid: there you go, still doing.
91 00:10:42.320 ⇒ 00:10:48.730 Uttam Kumaran: Yeah, can we save a view all like Monday meeting or something? So that way, we always can go through this.
92 00:10:49.290 ⇒ 00:10:50.030 Elissa Mae Cid: All right.
93 00:10:52.206 ⇒ 00:10:52.999 Uttam Kumaran: And then
94 00:10:53.720 ⇒ 00:10:59.810 Uttam Kumaran: so similarly like in notion. If you go back to that notion page, there are several columns
95 00:11:00.320 ⇒ 00:11:02.550 Uttam Kumaran: in that table.
96 00:11:03.890 ⇒ 00:11:06.560 Uttam Kumaran: You go back to the Monday leads meeting.
97 00:11:08.810 ⇒ 00:11:10.049 Elissa Mae Cid: This one right here.
98 00:11:10.050 ⇒ 00:11:14.969 Uttam Kumaran: Yeah. So there’s so it would be great to kind of make sure we can see these
99 00:11:15.910 ⇒ 00:11:18.090 Uttam Kumaran: all in one view in Hubspot.
100 00:11:18.970 ⇒ 00:11:19.510 Elissa Mae Cid: Okay.
101 00:11:19.900 ⇒ 00:11:23.620 Uttam Kumaran: Specifically, we’d like to look at like risk
102 00:11:25.007 ⇒ 00:11:27.020 Uttam Kumaran: and like what the next steps are.
103 00:11:27.150 ⇒ 00:11:29.240 Uttam Kumaran: But that could be for next week.
104 00:11:29.410 ⇒ 00:11:29.970 Uttam Kumaran: It’s fine.
105 00:11:29.970 ⇒ 00:11:30.700 Elissa Mae Cid: Okay.
106 00:11:32.189 ⇒ 00:11:35.780 Uttam Kumaran: So we can go back to Hubspot. Let’s work this work down through this list.
107 00:11:36.150 ⇒ 00:11:44.900 Uttam Kumaran: So Tasc performance, yeah, I haven’t sent anything to them. Yet the emails in my drafts, I needed to just do some more research.
108 00:11:45.150 ⇒ 00:11:49.310 Uttam Kumaran: the Mcaw data engineering. So let’s check, what do they say?
109 00:11:51.970 ⇒ 00:11:58.320 Uttam Kumaran: Like, what did they say last time he emailed me, oh.
110 00:12:03.710 ⇒ 00:12:04.465 Uttam Kumaran: like
111 00:12:07.820 ⇒ 00:12:15.759 Uttam Kumaran: Tuesday, August 12.th Okay, so then, so the next meeting for this is August 12.th So is there a column that’s like next meeting, or something.
112 00:12:16.686 ⇒ 00:12:21.130 Elissa Mae Cid: We can add that under next step let me see that.
113 00:12:21.500 ⇒ 00:12:25.170 Uttam Kumaran: Yeah, like, ideally, there’s a column here that says, next meeting.
114 00:12:25.430 ⇒ 00:12:26.110 Elissa Mae Cid: Hmm.
115 00:12:26.390 ⇒ 00:12:28.360 Uttam Kumaran: Is there? Can you click edit columns? Is there one.
116 00:12:28.360 ⇒ 00:12:30.530 Hannah Wang: Here’s next activity, date.
117 00:12:31.050 ⇒ 00:12:32.840 Uttam Kumaran: Yeah, let’s let’s do that.
118 00:12:34.930 ⇒ 00:12:36.750 Uttam Kumaran: Yeah. Next activity date.
119 00:12:40.570 ⇒ 00:12:41.580 Elissa Mae Cid: More people.
120 00:12:41.880 ⇒ 00:12:45.259 Uttam Kumaran: Or is it next week? Click on it? Can you go back to edit columns? Yeah.
121 00:12:45.810 ⇒ 00:12:49.449 Elissa Mae Cid: Next activity date is on. The is that on the is that on the deal
122 00:12:51.390 ⇒ 00:12:52.940 Uttam Kumaran: Okay. Okay, yeah, it is a big deal.
123 00:12:52.940 ⇒ 00:12:55.449 Elissa Mae Cid: Send it to you, but we can have next steps.
124 00:12:55.816 ⇒ 00:12:56.550 Uttam Kumaran: Is next.
125 00:12:56.550 ⇒ 00:12:57.040 Elissa Mae Cid: Next step.
126 00:12:57.040 ⇒ 00:12:58.470 Uttam Kumaran: Versus next.
127 00:13:01.210 ⇒ 00:13:08.840 Elissa Mae Cid: So next step, it’s more of, we can edit this out right for next activity date. This is connected to whatever
128 00:13:09.080 ⇒ 00:13:10.680 Elissa Mae Cid: activities that are locked.
129 00:13:11.446 ⇒ 00:13:15.640 Uttam Kumaran: Okay. Okay, so let’s see, let’s leave next step.
130 00:13:16.530 ⇒ 00:13:20.090 Uttam Kumaran: But it. And then next activity date.
131 00:13:21.860 ⇒ 00:13:31.450 Uttam Kumaran: I don’t know not to. We can just leave these right now. So for Mcgow, yeah. August 12, th is there? Okay? Hello, fresh. I I emailed again. Haven’t heard anything I made.
132 00:13:31.890 ⇒ 00:13:40.329 Uttam Kumaran: I’ll I mean text, Rachel, and just see if if there’s if she can poke. But I’ll probably send one more email mid this week.
133 00:13:41.565 ⇒ 00:13:47.910 Uttam Kumaran: So that’s fine. Is there anywhere we can? Is there like a stat? Is there like a status.
134 00:13:48.260 ⇒ 00:13:53.950 Uttam Kumaran: feel that we can put like, like just text status.
135 00:13:55.810 ⇒ 00:13:59.719 Uttam Kumaran: Hello, fresh. I’ve already emailed. So this is like, I’m I’m basically waiting.
136 00:14:01.420 ⇒ 00:14:07.830 Elissa Mae Cid: Okay, what we can do. I I’ll just add this in next step with them. But I’ll find another field bit for that.
137 00:14:09.740 ⇒ 00:14:10.430 Uttam Kumaran: Okay.
138 00:14:10.910 ⇒ 00:14:14.732 Elissa Mae Cid: Okay, so next is x, and a text.
139 00:14:15.210 ⇒ 00:14:18.380 Uttam Kumaran: Yeah, send a text to bump. Yeah.
140 00:14:18.670 ⇒ 00:14:23.539 Uttam Kumaran: And then can you put the status like, I’ve already emailed them
141 00:14:24.420 ⇒ 00:14:31.280 Uttam Kumaran: so the status can be qualification, or in progress, like waiting.
142 00:14:33.960 ⇒ 00:14:36.700 Elissa Mae Cid: There you go, waiting on requirements.
143 00:14:39.011 ⇒ 00:14:45.049 Uttam Kumaran: So this is where, like I, we don’t need to see the ones that are already one. So can we filter out anything that’s like
144 00:14:45.150 ⇒ 00:14:46.210 Uttam Kumaran: complete.
145 00:14:47.740 ⇒ 00:14:48.540 Elissa Mae Cid: Okay.
146 00:15:06.750 ⇒ 00:15:08.389 Elissa Mae Cid: I’ll include loss.
147 00:15:16.250 ⇒ 00:15:18.169 Uttam Kumaran: I don’t think we need lost.
148 00:15:20.670 ⇒ 00:15:21.410 Uttam Kumaran: Yeah.
149 00:15:40.880 ⇒ 00:15:41.510 Elissa Mae Cid: Alright!
150 00:15:49.110 ⇒ 00:15:54.090 Uttam Kumaran: Okay, fan steak is still in proposal. Doobie cars is still in proposal.
151 00:15:58.490 ⇒ 00:16:00.380 Uttam Kumaran: But like, can we sort
152 00:16:00.730 ⇒ 00:16:05.170 Uttam Kumaran: see? We’re gonna have a lot of these in Circle back like, I don’t think
153 00:16:06.190 ⇒ 00:16:11.250 Uttam Kumaran: I mean, like, I don’t. I don’t wanna look at Circle back stuff, either, because these are like not anything we’re looking at.
154 00:16:11.680 ⇒ 00:16:12.320 Elissa Mae Cid: Okay.
155 00:16:12.320 ⇒ 00:16:14.509 Uttam Kumaran: Just wanna look at the high priority stuff.
156 00:16:41.100 ⇒ 00:16:43.280 Elissa Mae Cid: Also move archives.
157 00:16:53.750 ⇒ 00:16:58.380 Elissa Mae Cid: for to do research or prequel is fine. Do everything is here.
158 00:16:59.714 ⇒ 00:17:02.020 Uttam Kumaran: Yeah, that’s fine. So for for
159 00:17:02.620 ⇒ 00:17:07.180 Uttam Kumaran: actually, I don’t want researcher prequel, let’s get rid of that.
160 00:17:15.460 ⇒ 00:17:17.249 Uttam Kumaran: Okay, yeah, this seems better.
161 00:17:17.690 ⇒ 00:17:20.619 Uttam Kumaran: So elsewhere. Let’s just mark as
162 00:17:21.450 ⇒ 00:17:22.990 Uttam Kumaran: they didn’t get back to me.
163 00:17:23.390 ⇒ 00:17:25.429 Uttam Kumaran: So elsewhere, let’s market circle back.
164 00:17:26.650 ⇒ 00:17:28.670 Elissa Mae Cid: Or go back elsewhere.
165 00:17:29.130 ⇒ 00:17:30.309 Uttam Kumaran: Sorry here. Sorry.
166 00:17:30.310 ⇒ 00:17:31.080 Elissa Mae Cid: There you go!
167 00:17:41.080 ⇒ 00:17:47.349 Uttam Kumaran: this one. Yeah, it just it just wasn’t going anywhere like he just wants to talk to me. Cause
168 00:17:48.450 ⇒ 00:17:52.739 Uttam Kumaran: yeah, I don’t. Wanna I don’t wanna just network for for endless hours.
169 00:17:53.280 ⇒ 00:17:58.309 Uttam Kumaran: So let’s just say lost like not the right time
170 00:17:58.970 ⇒ 00:18:00.909 Uttam Kumaran: or drag. Let’s just say lost.
171 00:18:01.710 ⇒ 00:18:02.670 Elissa Mae Cid: Judging him.
172 00:18:05.180 ⇒ 00:18:07.820 Uttam Kumaran: Not the right. This is not the right time. It’s fine.
173 00:18:13.560 ⇒ 00:18:19.099 Uttam Kumaran: PE backed Ed. Tech. What was I thinking about here? Who is this.
174 00:18:22.940 ⇒ 00:18:24.799 Elissa Mae Cid: Let’s open this one.
175 00:18:34.660 ⇒ 00:18:37.279 Uttam Kumaran: I need to think about who this was
176 00:18:38.640 ⇒ 00:18:40.559 Uttam Kumaran: for. Now let’s leave it there.
177 00:18:51.379 ⇒ 00:18:52.579 Uttam Kumaran: And then
178 00:18:53.870 ⇒ 00:19:02.170 Uttam Kumaran: I just got message literally this 2 min ago from fanstake, saying they’re not. Gonna they don’t wanna move forward because they’re running out of money. So
179 00:19:02.380 ⇒ 00:19:07.430 Uttam Kumaran: let’s put fans taken whatever lost budget.
180 00:19:15.560 ⇒ 00:19:18.869 Uttam Kumaran: Yeah, plan Medicare, I’m gonna be speaking to on Wednesday.
181 00:19:20.470 ⇒ 00:19:25.950 Uttam Kumaran: So this is this is correct. But yeah, we can change this to August 6.th
182 00:19:30.170 ⇒ 00:19:31.380 Elissa Mae Cid: Wednesday.
183 00:19:32.660 ⇒ 00:19:34.576 Uttam Kumaran: Yeah. Yeah. Wednesday, August. Thanks.
184 00:19:39.922 ⇒ 00:19:46.269 Uttam Kumaran: Yeah, I think this is basically it for me. I think.
185 00:19:50.690 ⇒ 00:19:53.479 Elissa Mae Cid: Yeah, yeah, these are all it.
186 00:19:56.043 ⇒ 00:20:01.029 Uttam Kumaran: I guess. Robert, is there anything else like in here, or is this just filtering to me.
187 00:20:01.420 ⇒ 00:20:04.779 Elissa Mae Cid: Yes, this is just yours, so we can go through your opportunity.
188 00:20:06.800 ⇒ 00:20:08.040 Robert Tseng: Spend on that.
189 00:20:10.270 ⇒ 00:20:13.739 Elissa Mae Cid: I guess. Let’s also apply the filters.
190 00:20:14.150 ⇒ 00:20:17.970 Uttam Kumaran: Yeah, probably what you could do is just take this, duplicate this.
191 00:20:18.220 ⇒ 00:20:20.439 Uttam Kumaran: and then just change my name.
192 00:20:21.280 ⇒ 00:20:25.080 Uttam Kumaran: like versus doing all the filters again.
193 00:20:28.550 ⇒ 00:20:29.190 Elissa Mae Cid: Let’s see.
194 00:20:46.850 ⇒ 00:20:48.629 Robert Tseng: I don’t think you press duplicate.
195 00:20:52.080 ⇒ 00:20:52.710 Elissa Mae Cid: I love.
196 00:20:52.710 ⇒ 00:20:55.999 Elissa Mae Cid: I’ll do that later. Robert.
197 00:20:56.510 ⇒ 00:20:57.250 Robert Tseng: Sure.
198 00:20:57.630 ⇒ 00:21:01.060 Elissa Mae Cid: Yeah, here you go for your pipelines.
199 00:21:05.165 ⇒ 00:21:11.059 Robert Tseng: Yeah. So I mean, home from college. I messaged him last week. I’m gonna send him another. We should send him another message today.
200 00:21:11.652 ⇒ 00:21:24.219 Robert Tseng: Yeah. The the Kellogg guys, the general mills guys aren’t on here. So and they asked. They asked to book a meeting, but I didn’t see anything from our team scheduling that meeting, so we gotta schedule that.
201 00:21:24.700 ⇒ 00:21:27.339 Uttam Kumaran: Doing is that here, General Mills.
202 00:21:31.450 ⇒ 00:21:34.270 Uttam Kumaran: let’s just you just create deal.
203 00:21:34.450 ⇒ 00:21:35.230 Uttam Kumaran: Yeah.
204 00:21:53.230 ⇒ 00:21:56.490 Elissa Mae Cid: This is for audio stage.
205 00:21:57.991 ⇒ 00:22:00.400 Uttam Kumaran: Yeah. Let’s just say qualification call.
206 00:22:01.060 ⇒ 00:22:01.839 Elissa Mae Cid: I’ll see.
207 00:22:03.340 ⇒ 00:22:06.090 Uttam Kumaran: But then this needs to get booked. Is this in your email.
208 00:22:06.680 ⇒ 00:22:07.850 Robert Tseng: It’s in my Linkedin.
209 00:22:08.360 ⇒ 00:22:09.280 Uttam Kumaran: Okay, yeah.
210 00:22:12.130 ⇒ 00:22:14.530 Uttam Kumaran: But can we get an email drafted for that.
211 00:22:15.510 ⇒ 00:22:16.280 Elissa Mae Cid: Okay.
212 00:22:30.580 ⇒ 00:22:32.100 Elissa Mae Cid: Alright. There you go.
213 00:22:46.215 ⇒ 00:22:47.549 Robert Tseng: Yeah, right? You can just.
214 00:22:47.550 ⇒ 00:22:48.370 Hannah Wang: So sorry.
215 00:22:48.680 ⇒ 00:22:57.839 Robert Tseng: Net. You can move to proposal like I already sent. I’m just gonna follow up on it. But I already gave him the number. He said it was fine. So we just gotta get the contracts out.
216 00:23:15.420 ⇒ 00:23:29.839 Robert Tseng: Yeah, I mean a lot of this other stuff I feel like I’m not really thinking about. I mean, hip access. Actually, it’s about time, it said. Come back, connect in September. So I think I’ll probably I’ll probably reach out to Audrey. Now so we can keep that there.
217 00:23:29.940 ⇒ 00:23:37.730 Robert Tseng: But Finboa golf fit P. Back. Ddc, fashion all those. I don’t know what those are anymore. So we can take those out.
218 00:23:37.730 ⇒ 00:23:42.540 Uttam Kumaran: So let’s put these up in like I guess.
219 00:23:43.030 ⇒ 00:23:46.050 Uttam Kumaran: Should we move them to circle back.
220 00:23:47.530 ⇒ 00:23:49.130 Robert Tseng: Yeah, we could put a circle back.
221 00:23:56.610 ⇒ 00:23:59.349 Robert Tseng: Well, sky and soul, take that out, too.
222 00:24:00.570 ⇒ 00:24:02.259 Robert Tseng: and at bay we can take out.
223 00:24:04.250 ⇒ 00:24:07.270 Elissa Mae Cid: Clients so, and acting.
224 00:24:10.830 ⇒ 00:24:14.330 Uttam Kumaran: And then for the hip access. Let’s put like let’s put Wednesday.
225 00:24:28.270 ⇒ 00:24:32.909 Hannah Wang: You can write a date for General Mills, too, to draft it today.
226 00:24:35.090 ⇒ 00:24:36.810 Uttam Kumaran: Yeah, today would be great.
227 00:24:38.490 ⇒ 00:24:44.677 Elissa Mae Cid: You want to do that feature on the floor.
228 00:24:45.590 ⇒ 00:24:46.480 Elissa Mae Cid: Okay.
229 00:24:57.090 ⇒ 00:24:59.919 Elissa Mae Cid: so far, these are all the deals that you have.
230 00:25:04.510 ⇒ 00:25:05.350 Robert Tseng: What was that?
231 00:25:05.920 ⇒ 00:25:06.520 Elissa Mae Cid: Yes.
232 00:25:06.840 ⇒ 00:25:08.360 Uttam Kumaran: So for
233 00:25:09.470 ⇒ 00:25:13.259 Elissa Mae Cid: Elemental health. So it’s already tagged as close one.
234 00:25:14.170 ⇒ 00:25:14.820 Uttam Kumaran: Yeah.
235 00:25:17.440 ⇒ 00:25:19.650 Elissa Mae Cid: Alright. Thank you so much.
236 00:25:20.475 ⇒ 00:25:23.699 Elissa Mae Cid: So next in the agenda
237 00:25:24.705 ⇒ 00:25:40.444 Elissa Mae Cid: risk and blockers. So I only identified one. This is in connection to the discussion that we have have an automate automated, follow up message or contacts not reach in 3 plus days. So I did
238 00:25:41.360 ⇒ 00:26:00.239 Elissa Mae Cid: check the contacts in Hubspot. So there is an inconsistent email trail records observed for some contacts. Not all has an email trail which in effect, this one will have difficulty tracking the last contact date in terms of email sending.
239 00:26:00.240 ⇒ 00:26:16.590 Elissa Mae Cid: So this is just the 2 options that I can think of now. So number one have all gmail accounts link in sales at Great Porch that AI I did saw your account with them linked to your gmail.
240 00:26:16.630 ⇒ 00:26:32.170 Elissa Mae Cid: so the second option would be automate. The export of last contact date from each from each Hubspot account. So that’s 1. And that’s 2 option mitigations I can take as of now for us to track the last contact date of all contacts.
241 00:26:34.380 ⇒ 00:26:35.120 Uttam Kumaran: Okay.
242 00:26:35.500 ⇒ 00:26:36.030 Elissa Mae Cid: Yeah.
243 00:26:36.030 ⇒ 00:26:44.160 Uttam Kumaran: Yeah, I I think I mean, I connected my gmail. I think everybody’s connected their gmail. So it’s not working at this point. Then I think we’ll need to
244 00:26:46.060 ⇒ 00:26:52.500 Uttam Kumaran: consider options. But this is another thing that like, are you? Gonna you’re not. Are you speaking to Mustafa about this or something else?
245 00:26:53.812 ⇒ 00:26:57.817 Elissa Mae Cid: We haven’t spoken to Mustafa about this.
246 00:26:58.510 ⇒ 00:27:05.609 Elissa Mae Cid: We talk about the different thing earlier, but I already gave him a heads up about what we want to do about this.
247 00:27:05.860 ⇒ 00:27:06.460 Uttam Kumaran: Okay.
248 00:27:06.950 ⇒ 00:27:11.809 Elissa Mae Cid: Yeah, okay. And then I’ll add general news here.
249 00:27:12.060 ⇒ 00:27:29.189 Elissa Mae Cid: But actually saw a message in slack about the Medicare Plan Medicare renewal. So just wanted to check. I read the renewal process in your fund. Do we need to drop a follow up email.
250 00:27:29.680 ⇒ 00:27:33.210 Uttam Kumaran: Yeah. So for this one for this one, I’m just gonna put
251 00:27:33.640 ⇒ 00:27:41.230 Uttam Kumaran: for status, basically, like meeting is on, this is fine.
252 00:27:42.810 ⇒ 00:27:44.620 Uttam Kumaran: Yeah, this is okay. For now.
253 00:27:49.856 ⇒ 00:27:55.800 Uttam Kumaran: Ellie, mental health. Yeah, I think the biggest thing is to create a ticket for operations
254 00:27:56.190 ⇒ 00:28:01.480 Uttam Kumaran: and for project management, basically to
255 00:28:04.559 ⇒ 00:28:10.739 Uttam Kumaran: make sure that they can get anything on their side prepared so that they have. They both have sops on
256 00:28:10.960 ⇒ 00:28:12.450 Uttam Kumaran: new client intake.
257 00:28:30.170 ⇒ 00:28:33.820 Uttam Kumaran: Yeah. So this one for the contacts, though I’m more concerned with like
258 00:28:34.270 ⇒ 00:28:41.519 Uttam Kumaran: hit, for for active deals that haven’t been talked to in 3 days. We want to find a way to
259 00:28:42.140 ⇒ 00:28:47.759 Uttam Kumaran: like get back in touch with them. Right? So the goal here is like, we want to have a view
260 00:28:48.450 ⇒ 00:28:54.859 Uttam Kumaran: which which is like what are the active deals that haven’t been talked to in in 3 plus days. They need a follow up. That’s.
261 00:28:55.610 ⇒ 00:28:56.816 Elissa Mae Cid: Yeah. Okay.
262 00:28:59.030 ⇒ 00:29:07.509 Elissa Mae Cid: so I’ll just check with Mustafa on that. But hopefully, we can get at least a view of the last contact date tomorrow. The initial view.
263 00:29:08.160 ⇒ 00:29:08.770 Uttam Kumaran: Okay?
264 00:29:11.220 ⇒ 00:29:21.530 Uttam Kumaran: And then I guess my, probably my next question is going to be about the Circle back campaign. So like, are we gonna discuss. We’re gonna discuss that in campaigns meeting. Or should we chat about that here.
265 00:29:22.948 ⇒ 00:29:29.820 Elissa Mae Cid: We can talk about it here. So Mustafa is not currently scraping the or
266 00:29:29.940 ⇒ 00:29:34.396 Elissa Mae Cid: export the email addresses of those identified accounts.
267 00:29:35.620 ⇒ 00:29:47.540 Elissa Mae Cid: so he will get back to me within the day with all those accounts, with email addresses. And here are the messages as well prepared.
268 00:29:48.040 ⇒ 00:29:49.450 Elissa Mae Cid: based on stages.
269 00:29:50.050 ⇒ 00:29:52.169 Elissa Mae Cid: Yeah, go to search.
270 00:30:02.320 ⇒ 00:30:28.809 Elissa Mae Cid: So in the initial message, there were links included in the first.st So based on what we’ve talked with Brian, he advised to exclude in the 1st email the links. So this one right here, I will just edit this to remove all the links. But basically for circle back research and pre-qualification. This is the message that we have
271 00:30:29.730 ⇒ 00:30:37.920 Elissa Mae Cid: drafted. We also prepared for competitor internal hire, content outsource, and then.
272 00:30:39.610 ⇒ 00:31:01.859 Elissa Mae Cid: like this is just the same thing. And then this one not right time dragging, people said. And we also have a budget. So this 3 I have excluded the links already. So, for example, internal higher or wanted outsource. I know things in line of the 1st time around. Whether it was oh, what happened.
273 00:31:07.060 ⇒ 00:31:09.479 Uttam Kumaran: Sorry. Oh, I just made it wider. Sorry.
274 00:31:14.460 ⇒ 00:31:43.950 Elissa Mae Cid: Here you go. So for example, for circle back. So this is the initial email drafted been a while since we connected that has changed here since our last chat. They were doing more clients. See some solid wins. Here’s what we do now, so what I will do here is ryan did advice to remove all links. I will just revise this without the links, but still retaining the original tone of the message
275 00:31:47.870 ⇒ 00:31:49.090 Elissa Mae Cid: for
276 00:31:51.040 ⇒ 00:32:03.969 Elissa Mae Cid: competitor internal hire wanted outsource. I’ll delete this later. I know we didn’t get the chance to start working together the 1st time around that wanted to circle back and share some new offers we just launched. That could be a great fit for you.
277 00:32:04.300 ⇒ 00:32:10.680 Elissa Mae Cid: I’ll just delete this. We’d love to show you how these app updates can bring value beyond what you’ve seen before.
278 00:32:11.400 ⇒ 00:32:15.019 Uttam Kumaran: Okay, yeah, I can. I’ll I’ll look through these. I can give comments.
279 00:32:15.340 ⇒ 00:32:15.770 Elissa Mae Cid: This is good.
280 00:32:15.770 ⇒ 00:32:18.159 Uttam Kumaran: This is what I was like hopeful for so
281 00:32:18.530 ⇒ 00:32:23.199 Uttam Kumaran: so ideally. What we’re aiming for tomorrow to try to get some of these going.
282 00:32:25.050 ⇒ 00:32:32.720 Elissa Mae Cid: Yes, yeah. Tomorrow. Just one question that I’d like to offer is for email blast, this
283 00:32:33.070 ⇒ 00:32:38.530 Elissa Mae Cid: based on the stage that the client is. In what
284 00:32:38.700 ⇒ 00:32:42.560 Elissa Mae Cid: application or system do we use when we want to do email blast?
285 00:32:42.730 ⇒ 00:32:47.679 Elissa Mae Cid: Is there a way to send a message of one click to all.
286 00:32:48.720 ⇒ 00:32:50.650 Uttam Kumaran: Yeah. Instantly.
287 00:32:51.440 ⇒ 00:32:52.719 Elissa Mae Cid: Okay. Alright!
288 00:32:53.100 ⇒ 00:32:54.180 Uttam Kumaran: So
289 00:32:54.720 ⇒ 00:33:02.689 Uttam Kumaran: I mean, this is where like, yeah, I would suggest using instantly. Or you can draft these and use my email. But I would.
290 00:33:02.930 ⇒ 00:33:05.830 Uttam Kumaran: I would prefer you use instantly
291 00:33:05.950 ⇒ 00:33:08.760 Uttam Kumaran: that we have some. We have some accounts already in there.
292 00:33:11.450 ⇒ 00:33:23.610 Uttam Kumaran: and basically what you could do is you, you’ll be able to load in all of the emails you can load in what email they’re getting. And then you basically hit play. And then it’ll start to send out.
293 00:33:26.020 ⇒ 00:33:27.509 Elissa Mae Cid: Copy alright.
294 00:33:27.680 ⇒ 00:33:34.610 Uttam Kumaran: This is something we could probably all 3, me, you and Ryan, or whoever we could probably do this all together tomorrow.
295 00:33:34.910 ⇒ 00:33:40.940 Uttam Kumaran: Maybe we can set up like a meeting tomorrow morning for a kickoff for this.
296 00:33:41.430 ⇒ 00:33:42.360 Elissa Mae Cid: Alrighty!
297 00:33:43.210 ⇒ 00:33:47.419 Uttam Kumaran: That way. We can get it out, you know.
298 00:33:49.260 ⇒ 00:33:54.030 Elissa Mae Cid: Copy right? So for leads review.
299 00:33:55.470 ⇒ 00:33:59.610 Elissa Mae Cid: Those are the items that we let me show us here.
300 00:34:19.550 ⇒ 00:34:20.449 Elissa Mae Cid: Alright!
301 00:34:24.460 ⇒ 00:34:27.137 Uttam Kumaran: Okay? Great, yeah, that would be good.
302 00:34:28.690 ⇒ 00:34:31.259 Uttam Kumaran: I think I also want to
303 00:34:31.800 ⇒ 00:34:37.000 Uttam Kumaran: discuss a few more campaigns that we want to start to execute
304 00:34:40.098 ⇒ 00:34:48.679 Uttam Kumaran: like a couple of more look alike. Campaigns I don’t know, Robert like. Do you have any that like are super high priority, otherwise I have some that I want to try.
305 00:34:49.340 ⇒ 00:34:50.939 Robert Tseng: Yeah, no, go ahead with yours.
306 00:34:51.699 ⇒ 00:34:57.119 Uttam Kumaran: Yeah, I wanna, I wanna do a lookalike campaign on companies like ABC,
307 00:34:59.279 ⇒ 00:35:06.869 Uttam Kumaran: so ideally, say, what we can do is we can create. Yeah, we can create one here or there already, is one. So 27.
308 00:35:08.060 ⇒ 00:35:08.690 Hannah Wang: Oh!
309 00:35:09.360 ⇒ 00:35:12.080 Uttam Kumaran: But I but I think actually
310 00:35:12.360 ⇒ 00:35:15.409 Uttam Kumaran: it’s just marked as outreach. We can just change it to like.
311 00:35:15.840 ⇒ 00:35:20.410 Uttam Kumaran: or is that I guess it is direct sales outbound. Yeah.
312 00:35:22.598 ⇒ 00:35:25.320 Uttam Kumaran: So yeah. ABC, home would be great.
313 00:35:29.578 ⇒ 00:35:33.529 Uttam Kumaran: I think an urban stems one would be great.
314 00:35:38.700 ⇒ 00:35:40.969 Hannah Wang: How do I duplicate a row.
315 00:35:47.860 ⇒ 00:35:51.626 Uttam Kumaran: And then I think we can do one below this. That’s like
316 00:35:53.940 ⇒ 00:35:57.759 Uttam Kumaran: less like basically series A to series. C
317 00:35:59.270 ⇒ 00:36:02.100 Uttam Kumaran: Vc, backed B, 2 B saas.
318 00:36:05.083 ⇒ 00:36:10.649 Uttam Kumaran: that have raised more than let’s just say 5 million.
319 00:36:14.489 ⇒ 00:36:18.561 Uttam Kumaran: This one. These would be basically similar to
320 00:36:20.120 ⇒ 00:36:25.980 Uttam Kumaran: you. Could you could just put here in a goal, it’d be find company similar to default. Stack, blitz.
321 00:36:29.280 ⇒ 00:36:33.700 Uttam Kumaran: Yeah, but we have, we. I think we have a couple of other ones that we worked with. So yeah.
322 00:36:47.940 ⇒ 00:36:49.080 Uttam Kumaran: hmm.
323 00:36:55.390 ⇒ 00:37:00.960 Hannah Wang: Is this, one is 2032 related to 29.
324 00:37:00.960 ⇒ 00:37:02.380 Uttam Kumaran: Not really no.
325 00:37:02.380 ⇒ 00:37:03.130 Hannah Wang: Oh, okay.
326 00:37:03.130 ⇒ 00:37:06.370 Uttam Kumaran: This is like 4 Vc. We can put low here.
327 00:37:06.780 ⇒ 00:37:07.350 Hannah Wang: Okay.
328 00:37:07.350 ⇒ 00:37:10.062 Uttam Kumaran: It’s a little bit longer. Sales cycles.
329 00:37:14.110 ⇒ 00:37:23.449 Uttam Kumaran: okay, I think this is fine. Yeah. And then I I do want to hear about gig radar stuff said, as soon as this is done like I would love to see how we’re like
330 00:37:24.360 ⇒ 00:37:27.879 Uttam Kumaran: for me. The biggest thing is like, can you meet with
331 00:37:28.340 ⇒ 00:37:32.550 Uttam Kumaran: the gig radar team and make sure that all of our stuff is.
332 00:37:32.760 ⇒ 00:37:36.999 Uttam Kumaran: you know, in the in the right place, and that we continue to get leads from there.
333 00:37:37.740 ⇒ 00:37:38.200 Elissa Mae Cid: Okay.
334 00:37:40.300 ⇒ 00:37:43.049 Uttam Kumaran: Did you have a chance to take a look at gig radar stuff yet?
335 00:37:43.932 ⇒ 00:37:55.800 Elissa Mae Cid: I did. But us still, I’m processing it so since I’m done with the circle back put on, I’ll make sure to focus on this this week. I’ll provide updates.
336 00:37:57.650 ⇒ 00:37:58.320 Uttam Kumaran: Okay.
337 00:37:59.375 ⇒ 00:37:59.830 Uttam Kumaran: Cool.
338 00:38:00.050 ⇒ 00:38:05.490 Hannah Wang: For 27 to 29. Should that be Sid? Since it’s
339 00:38:07.930 ⇒ 00:38:11.619 Hannah Wang: is 29, also direct sales.
340 00:38:12.080 ⇒ 00:38:16.210 Uttam Kumaran: So 30. Well, 30. Yeah, this is also direct sales.
341 00:38:16.330 ⇒ 00:38:25.280 Uttam Kumaran: 30 is what we’re gonna turn on basically tomorrow.
342 00:38:25.550 ⇒ 00:38:31.410 Uttam Kumaran: So the kickoff you can. So like, yeah, kickoff booked.
343 00:38:32.640 ⇒ 00:38:34.639 Uttam Kumaran: And then we can put start date
344 00:38:35.100 ⇒ 00:38:38.149 Uttam Kumaran: as tomorrow. So 8, 5, yeah.
345 00:38:39.700 ⇒ 00:38:42.350 Uttam Kumaran: And then end date can be 9, 5
346 00:38:43.130 ⇒ 00:38:45.670 Uttam Kumaran: or whatever. Yeah. 9. 5 is fine.
347 00:38:49.370 ⇒ 00:38:50.130 Uttam Kumaran: Yeah.
348 00:38:59.340 ⇒ 00:39:06.490 Hannah Wang: And so for I mean, there’s a lot in active can we just kind of comb through. So
349 00:39:07.637 ⇒ 00:39:09.600 Hannah Wang: Ryan, is this one you’re still.
350 00:39:09.955 ⇒ 00:39:13.509 Uttam Kumaran: Are we gonna do this in the marketing campaigns? Later.
351 00:39:13.640 ⇒ 00:39:20.360 Hannah Wang: Oh, I mean we could do it now if everyone’s free, since we have an hour sales.
352 00:39:20.580 ⇒ 00:39:23.649 Uttam Kumaran: I could use this time to go prep. For something else.
353 00:39:23.650 ⇒ 00:39:24.520 Hannah Wang: Okay, that’s fine.
354 00:39:24.520 ⇒ 00:39:25.010 Hannah Wang: Well.
355 00:39:25.010 ⇒ 00:39:25.960 Uttam Kumaran: Yeah, I, just need.
356 00:39:25.960 ⇒ 00:39:27.029 Hannah Wang: Yeah, let’s do this later. Then.
357 00:39:27.030 ⇒ 00:39:33.810 Uttam Kumaran: So let’s do that in the camp marketing campaign. So I think the biggest thing on the sales side is, I feel good, I think for next week.
358 00:39:34.402 ⇒ 00:39:44.129 Uttam Kumaran: If anyone has any feedback on this meeting, please put it into the notion. Probably the biggest feedback for me is, yeah, like, it would be great. I think we probably spent like 1520 min just
359 00:39:44.360 ⇒ 00:39:58.593 Uttam Kumaran: messing with Hubspot and getting everything set. So probably sit for next week. We can just go through those views. I think in 10 min we can probably run through everything. Second piece is, I would next week I’d love to start to look at the metrics on
360 00:39:59.060 ⇒ 00:40:09.479 Uttam Kumaran: the Circle back campaign like that. That’ll be something that’s we’ll we’ll have started running, and then we will probably end up being able to review a couple of more campaign briefs.
361 00:40:10.007 ⇒ 00:40:14.919 Uttam Kumaran: and gig radar. So those are the kind of the big priorities for next week.
362 00:40:18.580 ⇒ 00:40:21.430 Uttam Kumaran: But yeah, I thought this, this was good. So getting better.
363 00:40:22.040 ⇒ 00:40:26.790 Robert Tseng: Yeah, I I would want this call to be more strategic and less like
364 00:40:27.610 ⇒ 00:40:31.389 Robert Tseng: move statuses and stuff like that should all be done before the meeting.
365 00:40:31.974 ⇒ 00:40:33.550 Robert Tseng: So yeah, I think
366 00:40:33.960 ⇒ 00:40:56.350 Robert Tseng: to kind of on, we can figure out what are like the few topics that we want to cover, but obviously making sure everything is is clean in in Hubspot that we have an active view like a like a real time view of our active pipeline going into the week. That’s big. I just want to know that. And I think the the work on
367 00:40:56.847 ⇒ 00:41:14.029 Robert Tseng: turning content into leads like that pipeline. I want to see that pipeline like be double what it is like. I think, team, with all the outreach and stuff that we should be like kind of we that we started last week that hopefully will actually go into
368 00:41:14.300 ⇒ 00:41:18.180 Robert Tseng: full force this week. Like, I expect that pipeline to be
369 00:41:18.617 ⇒ 00:41:28.769 Robert Tseng: fully updated, because every lead in there is from me and Utam. I want to see other I want to see, like the rest of the team, be contributing leads as well.
370 00:41:29.300 ⇒ 00:41:42.109 Robert Tseng: So I think that’s to me. The main metric that I care about is meetings booked so to me. I think if we can bump up our meetings booked from 5 to 10 meetings a week. Then I think we
371 00:41:42.400 ⇒ 00:41:48.050 Robert Tseng: I like our chances, and how many we can close there. So anything else around that to me is kind of
372 00:41:48.310 ⇒ 00:42:01.820 Robert Tseng: noise and steps that help us to get meetings booked. But that’s what I’m that’s what I’m looking for. When I when I come to these calls. So I know what’s the likelihood of us actually booking meetings this in this coming week.
373 00:42:04.940 ⇒ 00:42:10.789 Uttam Kumaran: Yeah. So I think next week we can be a little bit more metrics focused like, look at total pipeline total meetings. Booked.
374 00:42:10.930 ⇒ 00:42:22.210 Uttam Kumaran: I think. Yeah, it’d be great to have statuses updated beforehand. I think a a great way to do this is to we could probably do this in slack, which is like, here are the statuses.
375 00:42:22.550 ⇒ 00:42:36.089 Uttam Kumaran: or like also all these emails that are going to these people are in my inbox. So you can go direct to my inbox and see all my conversations with these people. So for me, my expectation is that
376 00:42:36.350 ⇒ 00:42:54.140 Uttam Kumaran: like, unless it’s like literally something that’s happening like off of email, the statuses should be updated with with that because the emails are now linked. And then, yeah, so we want to start looking at total pipeline totals, meetings booked. And then, yeah, next week, I really would like to start talking about more
377 00:42:54.260 ⇒ 00:42:59.460 Uttam Kumaran: strategy stuff and looking at actions. I agree.
378 00:43:00.390 ⇒ 00:43:23.632 Robert Tseng: Yeah, so metrics review. And then we can cover campaign briefs, just kind of discuss, like what campaigns, adjustments. We’re making things like the circle back campaign or new ideas, or whatever. I think that would be a better use of our time. Obviously, it’s when I miss some stuff here and there. So if we need to, just like spend a couple of minutes just rattling through updates, then, like we, you can call us out on this call and we’ll answer them. But I think
379 00:43:24.280 ⇒ 00:43:28.880 Robert Tseng: we should try to minimum. Yeah, I think hopefully that that goes down over time.
380 00:43:29.310 ⇒ 00:43:29.950 Uttam Kumaran: Okay.
381 00:43:30.780 ⇒ 00:43:31.650 Elissa Mae Cid: Copy me.
382 00:43:34.500 ⇒ 00:43:42.230 Uttam Kumaran: Okay, yeah, do we want to cover anything on the strategy side? Robert? Or like, Yeah.
383 00:43:42.844 ⇒ 00:43:48.225 Robert Tseng: I mean, you guys can update me Async. But I just want to know, kind of like where we’re at with things.
384 00:43:48.590 ⇒ 00:43:53.370 Robert Tseng: I record a video with Hannah, like, kind of explaining a bit more
385 00:43:53.640 ⇒ 00:43:58.919 Robert Tseng: operationally like how to execute on those things. So I do want to see updates there.
386 00:43:59.325 ⇒ 00:44:24.179 Robert Tseng: The sales nav lists, whether you move them Google sheets or whatever like. I I haven’t seen. I haven’t seen any comments. I haven’t seen any additional outreach like clearly, our our meetings booked, we had an we had General Mills reach out Thursday to get a meeting booked, and we didn’t follow up there. So I think, just like the core actions are not happening yet. So I just
387 00:44:24.230 ⇒ 00:44:33.499 Robert Tseng: that’s what I’m gonna be asking about whether on this call or after this call. So I think, just that’s that’s what I’m gonna be pushing on in the next day or 2.
388 00:44:35.450 ⇒ 00:44:44.889 Hannah Wang: I do think comments are being made on that call. I think we opened that Google sheet, and things were changed. So Ryan, or said, whoever is making
389 00:44:45.020 ⇒ 00:44:47.739 Hannah Wang: comments. That’s the case right.
390 00:44:48.280 ⇒ 00:44:51.670 Elissa Mae Cid: Yeah, I added comments last Friday.
391 00:44:52.220 ⇒ 00:44:58.019 Elissa Mae Cid: but I think it will be answered as well in you’re meeting with Robert.
392 00:44:58.330 ⇒ 00:44:59.210 Elissa Mae Cid: I’ll check.
393 00:45:01.460 ⇒ 00:45:08.529 Hannah Wang: And I know, Ryan. Do you also leave comments as well? I know you’re scraping the influencer list or something. But.
394 00:45:08.990 ⇒ 00:45:13.867 Ryan Brosas: Yeah, I added some comments yesterday as well.
395 00:45:14.550 ⇒ 00:45:26.879 Ryan Brosas: specifically for influencer as that is. Most of my cover. Can see most of it. There’s like a lot of like replies there. So yeah, it’s good.
396 00:45:29.290 ⇒ 00:45:39.240 Hannah Wang: Okay? Well, I think at the end of every week we kind of want to give a status update. So I gave mine in a thread, and I tagged you guys in it. So maybe you guys can just
397 00:45:39.510 ⇒ 00:45:48.449 Hannah Wang: leave your updates there. From for last week’s work, and then we can iterate and get better.
398 00:45:51.580 ⇒ 00:45:56.259 Robert Tseng: Yeah, I mean, I guess I would want to see.
399 00:45:57.600 ⇒ 00:46:05.200 Robert Tseng: Yeah, I think maybe if you guys have been updating like the cell by cell like in Google sheets. I’m not looking at that all the time.
400 00:46:05.520 ⇒ 00:46:13.610 Robert Tseng: I think I’m looking at impressions, engagements just like broad profile or engagement type metrics.
401 00:46:13.940 ⇒ 00:46:22.639 Robert Tseng: I did see a bit of a spike towards Wednesday through Friday of last week obviously drops off in the weekend. But
402 00:46:22.900 ⇒ 00:46:33.229 Robert Tseng: yeah, so I think that’s that’s the downstream metric that I’m looking at like are the comments contributing like, how are they increasing impressions? How are they? Increasing engagements?
403 00:46:33.380 ⇒ 00:46:49.830 Robert Tseng: I mean, obviously, Ryan is pushing out content. So we’re we’re trying to validate. How much is our engagement actually amplifying the posts that Ryan’s putting out? So I mean, I think there just hasn’t been enough time. I think.
404 00:46:49.940 ⇒ 00:47:02.799 Robert Tseng: I’m just looking at my profile specifically 0 engagements on Tuesday. There was, like, you know, 15 Wednesday, 20, like Thursday. And like, so it’s it goes up a bit. But yeah, once again, there’s just not enough.
405 00:47:03.070 ⇒ 00:47:12.279 Robert Tseng: There’s not enough for me to really see that anything has changed. So I think that’s why I don’t really feel like I mean, I just haven’t seen enough. That really gives me a sense of
406 00:47:12.760 ⇒ 00:47:14.470 Robert Tseng: what’s going well or not.
407 00:47:16.780 ⇒ 00:47:17.560 Hannah Wang: I see.
408 00:47:18.060 ⇒ 00:47:23.749 Hannah Wang: Okay, well, we’ll monitor this week and see how it goes, since it’s the 1st full week that we’re all working on this.
409 00:47:24.360 ⇒ 00:47:25.040 Robert Tseng: Yeah.
410 00:47:28.120 ⇒ 00:47:29.779 Hannah Wang: Okay. Anything. Else.
411 00:47:32.320 ⇒ 00:47:33.550 Robert Tseng: And
412 00:47:37.570 ⇒ 00:47:43.039 Robert Tseng: I, I mean, yeah, if there were any questions
413 00:47:43.440 ⇒ 00:47:54.379 Robert Tseng: depends on the on like, yeah, I think if there are any specific questions, I feel like I’ve I broadcasted a lot last week. So I’m not really trying to just sit on a soapbox and say more things like, I think I kind of wanna
414 00:47:54.870 ⇒ 00:47:57.750 Robert Tseng: give more tactical kind of feedback on
415 00:47:58.518 ⇒ 00:48:03.139 Robert Tseng: how we get to some of the actions done. I think this week I’m just gonna
416 00:48:03.598 ⇒ 00:48:07.079 Robert Tseng: it’s less like, here are the broad strokes. It’s more.
417 00:48:07.200 ⇒ 00:48:22.880 Robert Tseng: Or is this action happening? Is that action happening? Why not? And like, I think that’s I don’t think I need to directly question you on on like anybody on this call. Like I we can. I can just tag you in slack. But that’s that’s what maybe what you can expect from me this week.
418 00:48:24.270 ⇒ 00:48:37.673 Hannah Wang: Okay for for my side. If you could take a look at the list I made a thread, I can tag you in it again. Oh, I didn’t even tag you in the message. Okay, I’ll tag you in the message. If you could take a look and help
419 00:48:38.340 ⇒ 00:48:41.310 Hannah Wang: fine tune my strategy that’d be helpful.
420 00:48:41.480 ⇒ 00:48:42.140 Robert Tseng: Okay.
421 00:48:45.200 ⇒ 00:48:52.010 Hannah Wang: Okay. If not, then alright, we’ll give everyone 13 min back. So thank you, Sid, for leaving.
422 00:48:52.350 ⇒ 00:48:53.185 Elissa Mae Cid: Meeting
423 00:48:54.760 ⇒ 00:48:56.850 Hannah Wang: Yeah, bye, bye.