Meeting Title: Giselle | Onboarding Date: 2025-08-05 Meeting participants: Giselle Agot, Amber Lin


WEBVTT

1 00:03:35.680 00:03:37.089 Amber Lin: Hi, Giselle!

2 00:03:38.820 00:03:41.619 Amber Lin: Hi! It must be so late for you.

3 00:03:42.050 00:03:45.980 Giselle Agot: Oh, it’s all good. I prefer this schedule so.

4 00:03:47.330 00:03:55.510 Amber Lin: Sounds good. I’ll take the I’ll I generally take my meetings in the morning. I can show you

5 00:03:55.760 00:04:04.180 Amber Lin: my calendar so most of it is in

6 00:04:04.340 00:04:14.610 Amber Lin: before my 12 pm. So I’m on east. I’m on West Coast time, so I’m on. Pst, so that would probably be like from

7 00:04:15.170 00:04:22.850 Amber Lin: like 10 to 3 Pm. Ish est, which I think is a decent overlap with you.

8 00:04:23.260 00:04:25.500 Giselle Agot: Okay, yeah, no. Problem.

9 00:04:26.470 00:04:29.119 Amber Lin: Yeah, and let me share

10 00:04:34.070 00:04:38.140 Amber Lin: Let me share the onboarding, Doc.

11 00:04:38.540 00:04:39.920 Amber Lin: Me, too.

12 00:04:42.190 00:04:45.460 Amber Lin: Okay.

13 00:04:59.140 00:05:02.230 Amber Lin: you should have the link to this. I’ll send it.

14 00:05:04.710 00:05:06.910 Amber Lin: Send it in the Pm. Channel.

15 00:05:11.980 00:05:17.259 Amber Lin: and we can go through this together, and then we’ll leave any comments if we need.

16 00:05:17.720 00:05:27.359 Amber Lin: So I know right now, currently, you’re on 20 h per week. Right? Is that a cap? Or is there like a recommended hours.

17 00:05:29.616 00:05:36.940 Giselle Agot: In the contract. I think that’s for for 2 weeks, 20 h per week.

18 00:05:37.340 00:05:43.120 Giselle Agot: And then, as in my understanding, we’re moving on to full time. If ever I.

19 00:05:43.510 00:05:44.320 Amber Lin: No.

20 00:05:44.320 00:05:49.070 Giselle Agot: Be pass, or if ever I pass the initial trial period.

21 00:05:49.470 00:05:52.569 Amber Lin: Okay, sounds good.

22 00:05:53.580 00:06:02.209 Amber Lin: So I met with Alex yesterday. Alex is our project management advisor, and

23 00:06:02.570 00:06:10.530 Amber Lin: we had a 30, 60, 90 day plan, and also the different responsibilities.

24 00:06:11.660 00:06:13.069 Amber Lin: So we have.

25 00:06:13.300 00:06:18.980 Amber Lin: They mainly we will take 2 client projects.

26 00:06:21.730 00:06:23.420 Amber Lin: And then

27 00:06:26.780 00:06:31.459 Amber Lin: hmm, Alex added, some stuff. I’m just reading it right now.

28 00:06:39.250 00:06:46.170 Amber Lin: and so mainly you’ll take over the client facing projects and then

29 00:06:47.530 00:07:11.309 Amber Lin: help with project intake, which I think you’re quite familiar with. So that’s when sales hands over to our Pmo, and currently we ask them to do product charter. But this process is very new and they usually don’t do it, and then the projects ends up, scrambling a little bit. So would love. If you can

30 00:07:11.640 00:07:27.189 Amber Lin: ask them, whenever we have new projects, coordinate with sales and operations to make sure that gets done. And then we’ll love your help on some of my existing clients as well. So I’ll introduce you to these

31 00:07:27.912 00:07:33.960 Amber Lin: default and interlude. These are 2 clients, and then I’ll introduce you to

32 00:07:34.491 00:07:47.979 Amber Lin: I think, Eden, which is my biggest existing client, and I really need some help on it. I am so stressed from all the random requests, but I will make sure that you get access to everything that you get on boarded.

33 00:07:50.070 00:07:54.300 Amber Lin: Does that? Is that a clear overview of your responsibilities.

34 00:08:19.960 00:08:20.779 Giselle Agot: Yeah, I think.

35 00:08:22.730 00:08:24.920 Giselle Agot: That’s familiar.

36 00:08:25.580 00:08:26.150 Amber Lin: Okay.

37 00:08:26.410 00:08:34.000 Giselle Agot: Probably I I have linear access, but I don’t see yet the ticket. So that’s also

38 00:08:34.711 00:08:40.860 Giselle Agot: what I need to review and understand the process. It’s my 1st time using linear. By the way.

39 00:08:43.340 00:08:56.489 Amber Lin: I see no worries I can. I can walk you through linear, and then I can help you with the initial setup. Let me 1st add you to default and interlude. Are you added to those channels?

40 00:09:04.820 00:09:09.869 Amber Lin: Actually, let me see if I can get Rico to help you with that.

41 00:09:16.823 00:09:17.810 Amber Lin: I see.

42 00:09:18.170 00:09:22.850 Amber Lin: Okay, let me just note down a few things we need to do.

43 00:09:23.350 00:09:24.340 Amber Lin: So.

44 00:10:00.400 00:10:10.899 Amber Lin: Okay, I think that will get you set up for those. And I will share the

45 00:10:11.780 00:10:14.350 Amber Lin: few things here.

46 00:10:28.930 00:10:42.820 Amber Lin: yeah. And I think for to get you started. I think you confirmed available timeframe. So that would be let me just copy that over.

47 00:10:45.930 00:10:47.710 Amber Lin: Did do.

48 00:10:51.860 00:10:54.620 Giselle Agot: Is it one Pm. Est. To 5.

49 00:10:55.950 00:10:56.740 Amber Lin: Hmm!

50 00:10:57.150 00:10:58.110 Amber Lin: I see.

51 00:11:04.250 00:11:14.820 Amber Lin: and it’s mostly I just wanna get a sense of what your sleep schedule is like. So I don’t book meetings one in the morning, one at night.

52 00:11:15.368 00:11:18.720 Amber Lin: Did you get access to all the tools.

53 00:11:19.310 00:11:25.600 Giselle Agot: Yeah, I did. The last one was around. I have a problem with the tax.

54 00:11:26.010 00:11:30.500 Giselle Agot: There was a question I asked. Rico.

55 00:11:30.500 00:11:30.929 Amber Lin: Don’t worry.

56 00:11:31.750 00:11:36.419 Giselle Agot: Cause. I don’t have that detail, but I’m not sure if it’s really

57 00:11:36.730 00:11:40.830 Giselle Agot: required, since it gives gives me an error that it’s not.

58 00:11:40.830 00:11:46.320 Amber Lin: Let’s see, it’s not required for me, but check with Rico on that, because I’m not too sure.

59 00:11:46.920 00:11:47.660 Giselle Agot: Okay.

60 00:11:47.930 00:11:48.670 Amber Lin: Yeah.

61 00:11:50.260 00:11:51.240 Giselle Agot: The other.

62 00:11:51.600 00:11:52.060 Amber Lin: Oh, my God!

63 00:11:52.060 00:11:56.349 Giselle Agot: And the checklist is all good. I already checked them off on notion, so.

64 00:11:56.630 00:11:58.279 Amber Lin: Okay, that’s awesome.

65 00:11:58.600 00:12:02.889 Amber Lin: So I think it would be great if you can.

66 00:12:03.574 00:12:06.899 Amber Lin: Grab some time on people’s calendars.

67 00:12:07.020 00:12:20.049 Amber Lin: maybe 30, 15 to 30 min. To get a 1 on one with them. I think that will really help you understand what’s going on in the company have you booked it with Alex, yet.

68 00:12:21.388 00:12:30.929 Giselle Agot: He said. We’ll be meeting on Thursday. That’s 6 pm. Eastern Standard time, and I’m I’m good with that schedule. So I confirm that to him in slack.

69 00:12:30.930 00:12:34.940 Amber Lin: Okay, okay, did he put a meeting link on for you?

70 00:12:35.160 00:12:38.160 Giselle Agot: No, I think he’s waiting for my confirmation.

71 00:12:38.712 00:12:40.550 Giselle Agot: Because I he sent me the message.

72 00:12:40.550 00:12:41.990 Amber Lin: Oh, I see!

73 00:12:42.280 00:12:43.070 Giselle Agot: Yeah.

74 00:12:43.070 00:12:43.870 Amber Lin: Yeah.

75 00:12:44.329 00:12:49.899 Amber Lin: I mean, feel free to put it on his calendar. Do you know how we can do that?

76 00:12:50.280 00:12:56.080 Giselle Agot: Yeah. Let me see if I can access. I can set up an invite for him.

77 00:12:56.310 00:13:13.989 Amber Lin: Yeah, totally. So I think something that will be really helpful is to connect Zoom to your Google Calendar. So right now, whenever I do this. It it adds, it adds the zoom link really easily.

78 00:13:14.855 00:13:18.599 Amber Lin: And say, I, I search for Alex’s

79 00:13:19.020 00:13:25.429 Amber Lin: email, and then this helps me book it with him, and then we’ll just add

80 00:13:26.550 00:13:30.010 Amber Lin: the zoom configuration. Let me note that down.

81 00:13:31.880 00:13:37.989 Amber Lin: Next to local calendar.

82 00:13:41.540 00:13:44.560 Amber Lin: Okay, so that’s pending. Have you talked to autumn yet?

83 00:13:45.280 00:13:46.250 Giselle Agot: I’m sorry.

84 00:13:46.250 00:13:48.019 Amber Lin: Have you talked to Utam yet.

85 00:13:48.350 00:13:52.250 Giselle Agot: No, we’re supposed to be meeting yesterday, but he said his Monday.

86 00:13:52.718 00:14:05.829 Amber Lin: That’s okay. I’ll I’ll leave it to you to reach out to them and then ask for like 30 min to just to understand the company.

87 00:14:06.340 00:14:09.360 Amber Lin: So that will be. That’ll be really helpful.

88 00:14:09.850 00:14:23.205 Amber Lin: I think, in terms of learning what we do. You’ll get more sense as we do more projects. But if you want check out our website and the different case studies

89 00:14:24.200 00:14:28.400 Amber Lin: website case studies

90 00:14:29.540 00:14:38.539 Amber Lin: just to get a sense because we’re doing a bit of different work that you were doing before, so that would be helpful. But as we do work you’ll learn it.

91 00:14:39.300 00:15:06.179 Amber Lin: And then another task. Do you think it will be helpful if you can review our project management documents, and whenever you read them feel free to leave comments as questions or suggestions on how we can change them. So this is the Pmo plan. This is mostly a very broad overview of how we want to approach project management. And

92 00:15:07.520 00:15:12.110 Amber Lin: and then here is the different

93 00:15:12.500 00:15:39.809 Amber Lin: documents which would would love some help organizing. It is a mess because nobody had. Nobody took a look at it. We just kept adding documents. So it’s like these don’t need to exist anymore. But I’ll let you go through them and kind of see what we can keep. See how we can organize this. And I think that will also help you. Understand

94 00:15:40.340 00:15:48.640 Amber Lin: what’s what’s existing? What? So these are not existing. And let’s see, what’s the other one here is.

95 00:15:50.450 00:15:57.320 Amber Lin: So we have the Pmo plan, very general, broad overview. There’s also

96 00:15:58.200 00:16:02.060 Amber Lin: it created a Oh, well, that’s loading

97 00:16:02.370 00:16:10.309 Amber Lin: a Pm. Starting guide, which is mostly on. Okay, how best can we run meetings?

98 00:16:10.915 00:16:21.590 Amber Lin: Which I use for Rico because we were asking him to do a bit of project management, and he doesn’t have that experience. So it’s mostly to help new people.

99 00:16:21.800 00:16:22.850 Giselle Agot: But.

100 00:16:23.520 00:16:29.069 Amber Lin: Would also love any of your feedback when you read that one

101 00:16:29.940 00:16:50.000 Amber Lin: and suggest any gaps, and I think it will also help you to get a sense of how we are currently managing different things, and it will help you to get on board when you’re managing those 2 new clients. And just to, there’s just a step by step thing to follow. I think that will be a lot easier.

102 00:16:51.250 00:16:59.729 Amber Lin: I think, when you talk to Utam you can also ask him about interlude and default

103 00:17:03.510 00:17:30.770 Amber Lin: that he can give you the context on these. He’s also doing work for these projects. He’s managing them and doing work for them right now, and the goal of adding you to those projects is to is so that he can reduce his time spent managing those projects, and he can tell you what’s needed. And we can work together to see. Okay, is that up to our Pmo standard, is that what we want to do.

104 00:17:31.435 00:17:32.100 Giselle Agot: Okay.

105 00:17:32.860 00:17:45.509 Amber Lin: Yeah, so that’s the main few things. As well for the initiation process.

106 00:17:50.090 00:17:55.640 Amber Lin: Thank you. Robert should.

107 00:18:09.780 00:18:18.309 Amber Lin: So let’s set some due dates for these. I think you don’t have access to all tools.

108 00:18:21.290 00:18:25.120 Amber Lin: For your one on ones, I think to talk to.

109 00:18:41.040 00:18:51.010 Amber Lin: I think if you want. I think maybe for a wage. And, Mustafa, you can do 15 min if you’re short on time when it’s a good deadline. To complete this by.

110 00:18:53.475 00:18:54.899 Giselle Agot: The schedule that

111 00:18:55.110 00:19:00.809 Giselle Agot: they have is the same time schedule that I do. They don’t. They’re not on another time zone.

112 00:19:01.790 00:19:04.389 Amber Lin: Rico is in the Philippines.

113 00:19:04.390 00:19:04.790 Giselle Agot: So.

114 00:19:05.790 00:19:09.340 Amber Lin: Alex is in es T.

115 00:19:10.043 00:19:21.060 Amber Lin: Should be in India, so I’m not sure if they’re in India or Pakistan, but they’re in Asian Asian time zones, which one is in CST

116 00:19:22.187 00:19:27.610 Amber Lin: Robert is in est. If you’re curious, if you want to talk to him.

117 00:19:28.870 00:19:38.670 Giselle Agot: Okay, let me check with India’s times of I think they are ours early our time.

118 00:19:39.340 00:19:39.990 Amber Lin: Yeah.

119 00:19:42.340 00:19:45.679 Amber Lin: And if you message them they’ll tell you when they’re available.

120 00:19:46.760 00:19:52.350 Giselle Agot: Okay, is Friday okay, as a deadline for that.

121 00:19:52.910 00:19:54.120 Amber Lin: Yeah. Totally.

122 00:19:54.120 00:19:54.680 Giselle Agot: Okay.

123 00:19:58.870 00:20:03.290 Amber Lin: And then this is more ad hoc

124 00:20:04.025 00:20:17.399 Amber Lin: and then, in terms of reviewing this plan, can I also set this Friday for you to to read over, and then leave any comments.

125 00:20:17.580 00:20:18.460 Giselle Agot: Yeah, sure.

126 00:20:20.170 00:20:29.210 Amber Lin: Friday. Okay, alright. And then find projects. Sync.

127 00:20:35.375 00:20:43.010 Amber Lin: to get started and including

128 00:20:43.920 00:20:53.830 Amber Lin: if he needs a new pm, so cool, set it up.

129 00:20:54.020 00:21:02.700 Amber Lin: Yeah, I think let’s prioritize syncing with Uton, because that will give you some context on these projects. And then

130 00:21:04.491 00:21:17.540 Amber Lin: sync, with you to help you understand? Linear and our different tools? So let’s say to

131 00:21:19.795 00:21:24.890 Amber Lin: Sync, with Utah projects

132 00:21:28.300 00:21:34.880 Amber Lin: sync with and the been here.

133 00:21:42.520 00:21:44.299 Amber Lin: Let’s see.

134 00:21:45.340 00:21:47.110 Amber Lin: And then.

135 00:21:57.100 00:21:57.830 Giselle Agot: Okay.

136 00:21:58.140 00:22:00.029 Amber Lin: Yeah, I think.

137 00:22:00.510 00:22:01.460 Amber Lin: Put

138 00:22:01.630 00:22:13.690 Amber Lin: these for Rico Alex and Utam aim for this Friday, and then for these 2 aim for next Friday. I don’t wanna cram too much

139 00:22:14.450 00:22:16.249 Amber Lin: into your schedule?

140 00:22:18.460 00:22:24.690 Amber Lin: And then, yeah, I will set you up on Agent

141 00:22:28.210 00:22:30.359 Amber Lin: number 2,

142 00:22:39.860 00:22:45.150 Amber Lin: and then there’s we may need your help on

143 00:22:47.720 00:22:52.497 Amber Lin: on insomnia cookies that one is mostly

144 00:22:53.610 00:22:58.320 Amber Lin: We just don’t have people to help. So we have. They have a

145 00:22:58.840 00:23:18.789 Amber Lin: marketing spreadsheet of different metrics and reports that they need to fill in, and we’re helping them automate it. But we still need to fill it in manually, for now, and I think Robert will record a video on, step by step how to do it. And then I think, one of us

146 00:23:20.380 00:23:27.619 Amber Lin: I think it’s either you or maybe Casey, that has to help fill it in.

147 00:23:33.940 00:23:38.700 Amber Lin: Oh, okay, utam is on the document.

148 00:23:40.756 00:23:43.889 Amber Lin: Okay, so and

149 00:24:06.960 00:24:11.839 Amber Lin: okay, so Uten will add you to all the to interlude and default.

150 00:24:21.120 00:24:23.559 Amber Lin: Any questions here? I know that was a lot.

151 00:24:23.970 00:24:26.039 Amber Lin: I will clarify as much as I can.

152 00:24:27.130 00:24:30.409 Giselle Agot: Yes, I tried to look up the calendar for everybody.

153 00:24:30.410 00:24:30.820 Amber Lin: Please.

154 00:24:30.870 00:24:33.689 Giselle Agot: Email address. I don’t see it yet.

155 00:24:33.890 00:24:40.359 Giselle Agot: So do we have, like a document or a sheet for

156 00:24:41.640 00:24:44.739 Giselle Agot: the email. I only have you, since you have invited me to this.

157 00:24:44.740 00:24:45.130 Amber Lin: Indeed.

158 00:24:45.130 00:24:45.820 Giselle Agot: But let’s say.

159 00:24:45.820 00:24:47.980 Amber Lin: Yes, search for

160 00:24:47.980 00:24:55.369 Amber Lin: want to meet with Rico and I. And I don’t have their email. So there’s 2 ways to do that. You can go on slack

161 00:24:55.500 00:25:03.580 Amber Lin: and then click on their name, and then you’ll get their emails or there’s a place in notion.

162 00:25:03.900 00:25:07.239 Amber Lin: Think our brainforce team.

163 00:25:08.550 00:25:09.230 Giselle Agot: Oh, okay.

164 00:25:09.230 00:25:26.740 Amber Lin: And active team that should also give you their emails. I think you’ll have to open this and find their work email. So I mostly just prefer using slack. I think that’s easier.

165 00:25:26.930 00:25:28.170 Giselle Agot: Okay, got it?

166 00:25:29.560 00:25:30.420 Amber Lin: Yeah.

167 00:25:33.010 00:25:36.130 Giselle Agot: I think I have it now, and

168 00:25:36.860 00:25:39.490 Giselle Agot: let me see if I have any questions.

169 00:25:39.490 00:25:40.090 Amber Lin: Hmm.

170 00:25:48.386 00:25:51.219 Giselle Agot: I think it’s all good.

171 00:25:52.210 00:25:52.960 Amber Lin: Okay.

172 00:25:53.340 00:26:04.240 Giselle Agot: Oh, there was a this one, the one from Alex asking you to link the with these clients.

173 00:26:05.030 00:26:22.119 Amber Lin: Yes, interlude. We don’t have any Pm. Documentation, because it’s new default. I can link what we have. But some of them are outdated. So check with Utam on how it is I will.

174 00:26:23.140 00:26:29.710 Amber Lin: So that’s default. So we have these client pages, and you can click in here.

175 00:26:29.890 00:26:35.340 Amber Lin: and here will be the documents on the bottom

176 00:26:36.160 00:26:39.110 Amber Lin: interlude. I doubt if we have any.

177 00:26:41.760 00:26:47.680 Amber Lin: Oh, we have all right.

178 00:26:48.934 00:26:57.829 Amber Lin: Sync with gutam on those, and then, once you do let me know, and I can help you figure out

179 00:26:58.170 00:27:05.820 Amber Lin: the different responsibilities for these clients, and then identify what we need.

180 00:27:06.785 00:27:13.070 Amber Lin: In terms of tomorrow would be great. Can you grab a time on his calendar for tomorrow?

181 00:27:15.090 00:27:17.169 Amber Lin: So that would be Uton.

182 00:27:18.200 00:27:19.020 Amber Lin: Yeah.

183 00:27:19.020 00:27:19.360 Giselle Agot: Oh!

184 00:27:19.360 00:27:21.110 Amber Lin: So.

185 00:27:21.110 00:27:30.950 Giselle Agot: I think your meetings are set mornings your time, so I think afternoon is free mostly.

186 00:27:30.950 00:27:37.346 Amber Lin: Okay, yeah. You don’t have to include me in your meeting with Utam. Just check whenever

187 00:27:37.820 00:27:43.130 Amber Lin: whenever he’s free. And then, after you sync with him. I I can

188 00:27:43.480 00:27:47.210 Amber Lin: let me know, and then I can talk. We can talk about

189 00:27:47.370 00:27:56.882 Amber Lin: what each of the tasks you need to do for those projects, and I can help you feel ready for them, because there’s a lot what you need to get on boarded.

190 00:27:57.830 00:28:05.279 Amber Lin: I can show you how it’s done. Once done. Sync on.

191 00:28:42.670 00:28:54.810 Amber Lin: I added one Sid. Here he’s she is a sales coordinator sync on Projects charter.

192 00:28:55.040 00:28:58.660 Amber Lin: I’ll move that to next Friday. I don’t think it’s that urgent.

193 00:28:59.440 00:29:00.090 Giselle Agot: Okay.

194 00:29:00.090 00:29:07.200 Amber Lin: Okay, I think this is a decent workload divide. Okay.

195 00:29:07.750 00:29:17.972 Amber Lin: sounds good. We’ll talk tomorrow again, then to address any questions on the projects you have so bad.

196 00:29:19.540 00:29:21.420 Amber Lin: let’s see.

197 00:29:25.840 00:29:30.390 Amber Lin: Okay, da da da. Da.

198 00:29:31.370 00:29:33.170 Amber Lin: I think

199 00:29:34.320 00:29:45.379 Amber Lin: you know what. Let me try to see if we can talk a bit later. I’ll need to hop now to another meeting. I do want to talk to you about Eden, and I can show you linear.

200 00:29:47.600 00:29:55.360 Amber Lin: I’ll I’ll give you some time to digest this, and I’ll find a time on your calendar, and we’ll meet again. Are you logging off soon, or have you just started.

201 00:29:55.500 00:29:57.700 Giselle Agot: No, I just started like.

202 00:29:57.700 00:29:58.350 Amber Lin: Okay.

203 00:29:58.940 00:30:00.950 Giselle Agot: 11, pm. 11, am.

204 00:30:01.190 00:30:02.790 Giselle Agot: Okay, fine. So, yeah.

205 00:30:02.790 00:30:09.580 Amber Lin: Sounds good, so I’ll I’ll grab a time with you, alrighty.

206 00:30:14.850 00:30:22.530 Amber Lin: Probably in an hour or so I’ll walk you through what I need help with on Eden and.

207 00:30:24.690 00:30:30.430 Amber Lin: Walks the near other tasks.

208 00:30:30.980 00:30:31.750 Amber Lin: Okay?

209 00:30:34.260 00:30:35.410 Amber Lin: Sounds good.

210 00:30:35.690 00:30:42.659 Amber Lin: Alright. I think that’s that’s all. Leave any questions in this talk, and then we can talk about it in an hour.

211 00:30:43.210 00:30:44.080 Giselle Agot: Okay. Sure.

212 00:30:44.280 00:30:45.599 Amber Lin: Great. Thank you so much.

213 00:30:45.600 00:30:46.999 Giselle Agot: Thank you. Thank you. Amber.

214 00:30:47.160 00:30:47.510 Giselle Agot: Hi.