Meeting Title: Sandbox Sales Project Initiation Overview Date: 2025-08-08 Meeting participants: Elissa Mae Cid, Giselle Agot
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1 00:00:59.190 ⇒ 00:01:00.569 Giselle Agot: I seed.
2 00:01:01.730 ⇒ 00:01:03.480 Elissa Mae Cid: Hello! This is.
3 00:01:03.480 ⇒ 00:01:03.980 Giselle Agot: I.
4 00:01:03.980 ⇒ 00:01:06.750 Elissa Mae Cid: Let me turn on my account. Hi!
5 00:01:06.910 ⇒ 00:01:08.299 Giselle Agot: Nice to see you.
6 00:01:08.580 ⇒ 00:01:11.960 Elissa Mae Cid: Nice to see you, too. You’re you’re you.
7 00:01:11.960 ⇒ 00:01:17.530 Giselle Agot: Yeah. I just got on boarded last Monday. Oh, no. Tuesday.
8 00:01:17.910 ⇒ 00:01:21.330 Elissa Mae Cid: Last Tuesday. Okay, I’m also new. But
9 00:01:21.870 ⇒ 00:01:24.990 Elissa Mae Cid: I’m a month ahead. Yeah, just a month.
10 00:01:25.380 ⇒ 00:01:29.840 Giselle Agot: Okay, what department? I think you’re in sales and marketing department, right?
11 00:01:30.275 ⇒ 00:01:40.280 Elissa Mae Cid: I’m with sales. So I work as a sales coordinator. So based on the how one month is going. So I deal with
12 00:01:41.290 ⇒ 00:01:46.519 Elissa Mae Cid: drafting follow ups and whatever, and then also created some campaigns.
13 00:01:47.990 ⇒ 00:01:58.079 Giselle Agot: Okay? Because, yeah. The reason why I asked for this call. But thank you so much for your flexibility. I know that your schedule is from 8 to 12.
14 00:01:58.200 ⇒ 00:02:09.190 Giselle Agot: However, I was like tasked by amber to really meet with you. I believe I need you to discuss with me some sales topics. Let me see
15 00:02:09.460 ⇒ 00:02:10.650 Giselle Agot: here.
16 00:02:13.490 ⇒ 00:02:20.480 Giselle Agot: I’m not sure if you will be able to discuss this with me now, but just probably overview.
17 00:02:20.970 ⇒ 00:02:24.499 Giselle Agot: because they wanted me to ask you about.
18 00:02:26.420 ⇒ 00:02:28.000 Giselle Agot: Think the project.
19 00:02:28.760 ⇒ 00:02:29.970 Giselle Agot: Let me see
20 00:02:41.220 ⇒ 00:02:43.210 Giselle Agot: Sandbox
21 00:02:46.340 ⇒ 00:02:47.840 Giselle Agot: sales.
22 00:02:48.160 ⇒ 00:02:52.499 Giselle Agot: It’s merely sales like the initiation process project initiation.
23 00:02:53.180 ⇒ 00:02:54.575 Elissa Mae Cid: Like project initiation.
24 00:02:55.040 ⇒ 00:02:55.780 Giselle Agot: Yeah.
25 00:02:55.780 ⇒ 00:03:01.629 Elissa Mae Cid: Cool basic project initiations with the the
26 00:03:02.666 ⇒ 00:03:08.309 Elissa Mae Cid: there’s a close deal already with the client. Is that is that what it is?
27 00:03:08.851 ⇒ 00:03:32.170 Elissa Mae Cid: Okay, I’ll try with the best knowledge I have. But if, in case I’m not sure, I’m pretty sure I’m not sure but I’m going to provide you what I can do is review the current process and see if where the initiation will start. Okay. But I guess that’s the time where
28 00:03:32.730 ⇒ 00:03:39.769 Elissa Mae Cid: we already seal the deal with the client. Okay, so let me just double check.
29 00:03:39.900 ⇒ 00:03:43.550 Elissa Mae Cid: I think this is more of the onboarding process of clients. Right?
30 00:03:43.550 ⇒ 00:03:44.080 Giselle Agot: Yeah.
31 00:03:46.280 ⇒ 00:03:52.329 Elissa Mae Cid: Let me just oh, sales and importing!
32 00:03:54.560 ⇒ 00:03:55.640 Elissa Mae Cid: Let’s see.
33 00:03:57.850 ⇒ 00:04:00.190 Giselle Agot: Is that the same with Project Charter.
34 00:04:01.766 ⇒ 00:04:05.430 Elissa Mae Cid: Honestly, it’s the 1st time I’ve heard 2 of those.
35 00:04:07.250 ⇒ 00:04:07.795 Giselle Agot: Oh!
36 00:04:08.340 ⇒ 00:04:29.970 Elissa Mae Cid: Yes, I’m also not familiar with the project, charter, or whatsoever. But if it’s if Amber mentioned that it’s under me, what they can do is check with them. And Robert about it. I’ll ask, where if they have any existing sops, then maybe we can have another meeting to discuss about that.
37 00:04:30.825 ⇒ 00:04:41.859 Elissa Mae Cid: Okay, okay, oh, to do, let me just i’m, trying to search for.
38 00:04:59.410 ⇒ 00:05:00.629 Elissa Mae Cid: I think it was new.
39 00:05:10.160 ⇒ 00:05:20.809 Elissa Mae Cid: we have 30 min, right, was amber able to provide more context about what project initiation is.
40 00:05:22.630 ⇒ 00:05:26.929 Giselle Agot: No but she just showed me the sop.
41 00:05:27.720 ⇒ 00:05:30.859 Elissa Mae Cid: Oh, so there’s an email.
42 00:05:31.230 ⇒ 00:05:34.020 Elissa Mae Cid: Oh, well, we can read it together. That’s check.
43 00:05:34.020 ⇒ 00:05:34.790 Giselle Agot: Okay.
44 00:05:53.720 ⇒ 00:05:55.550 Elissa Mae Cid: Project issues laundry.
45 00:06:17.090 ⇒ 00:06:18.679 Elissa Mae Cid: Is it in your son.
46 00:06:19.550 ⇒ 00:06:21.739 Giselle Agot: Yes, let me see.
47 00:06:25.220 ⇒ 00:06:27.160 Giselle Agot: See, each
48 00:06:30.860 ⇒ 00:06:34.230 Giselle Agot: think is this project management? Starter, guide.
49 00:06:38.120 ⇒ 00:06:39.959 Elissa Mae Cid: Management portal.
50 00:06:41.440 ⇒ 00:06:42.380 Elissa Mae Cid: Yeah.
51 00:06:42.380 ⇒ 00:06:48.330 Elissa Mae Cid: So you pitch fine project management, starting day.
52 00:06:49.960 ⇒ 00:06:52.420 Giselle Agot: And there’s also a project charter template.
53 00:06:55.270 ⇒ 00:07:04.179 Elissa Mae Cid: To project management this one very project management page.
54 00:07:07.120 ⇒ 00:07:13.410 Giselle Agot: But probably just an overview like, how’s the initiation done? Are you the one who’s going to be
55 00:07:14.103 ⇒ 00:07:16.470 Giselle Agot: discussing with the lead or.
56 00:07:18.470 ⇒ 00:07:20.000 Elissa Mae Cid: Oh.
57 00:07:20.630 ⇒ 00:07:34.320 Elissa Mae Cid: no, I’m very, very new with that process. I’m not even sure if the project initiation equates to client onboarding. But let me just read this project initiation checklist.
58 00:07:34.440 ⇒ 00:07:39.179 Elissa Mae Cid: When this is complete, projects are to complete.
59 00:07:47.116 ⇒ 00:07:48.950 Elissa Mae Cid: Okay? Alright.
60 00:07:49.190 ⇒ 00:07:56.060 Elissa Mae Cid: So here’s what I can do. I think this is really in the area of
61 00:07:56.230 ⇒ 00:08:06.880 Elissa Mae Cid: once the client is on boarding is on boarded, because if I read through the project Charter template, it does give details of the
62 00:08:07.040 ⇒ 00:08:09.569 Elissa Mae Cid: client system, capability.
63 00:08:10.780 ⇒ 00:08:26.040 Elissa Mae Cid: Yeah, internally, make revisions. You can add a different projects. Okay, so yeah.
64 00:08:29.890 ⇒ 00:08:35.700 Elissa Mae Cid: project management guide. And we also, I bought 2 masks.
65 00:08:55.252 ⇒ 00:08:59.930 Elissa Mae Cid: Let me share this with you, my onboarding process.
66 00:09:00.720 ⇒ 00:09:02.679 Elissa Mae Cid: Let me share my screen.
67 00:09:03.150 ⇒ 00:09:03.670 Giselle Agot: Okay.
68 00:09:04.830 ⇒ 00:09:23.909 Elissa Mae Cid: So again, I’m not sure if the project initiation really means or equates to new client on boarding. But this sop here. This was created by recording also our operations. From the operations team. So
69 00:09:24.974 ⇒ 00:09:33.349 Elissa Mae Cid: you can, you will be able to see procedures here. So if ever once the time gets to close the deal with us.
70 00:09:33.550 ⇒ 00:09:45.649 Elissa Mae Cid: there will be a creating operational statement of work first, st and then, of course, sending the statement of work to client. The client will have to review the sow
71 00:09:46.403 ⇒ 00:09:56.469 Elissa Mae Cid: the usual from end to end of signing a contract, and then here, once the contract is signed and uploaded.
72 00:09:58.450 ⇒ 00:10:10.720 Elissa Mae Cid: here. They will now create a a linear ticket for client onboarding. So the one that is assigned to creating a ticket at linear.
73 00:10:11.160 ⇒ 00:10:20.590 Elissa Mae Cid: Will be still operations team, which is right here well, okay, so
74 00:10:21.060 ⇒ 00:10:25.840 Elissa Mae Cid: there, is all all needed
75 00:10:26.230 ⇒ 00:10:35.070 Elissa Mae Cid: tools are included here, as well. But there’s no mention about the project initiation.
76 00:10:35.680 ⇒ 00:10:38.880 Elissa Mae Cid: But I guess this is it? Yeah, I really think this is it.
77 00:10:39.340 ⇒ 00:10:46.119 Elissa Mae Cid: But let me check Witham. I don’t want to waste your time as well, because what if this is the wrong document.
78 00:10:46.895 ⇒ 00:10:47.960 Giselle Agot: Okay. It’s fine.
79 00:10:48.320 ⇒ 00:10:55.670 Elissa Mae Cid: Yeah, I’ll send you. I’ll send you a link of this in the chat. Maybe you can also connect it.
80 00:10:58.830 ⇒ 00:10:59.640 Elissa Mae Cid: Okay.
81 00:11:03.260 ⇒ 00:11:07.289 Elissa Mae Cid: Here, set up browser infrastructure.
82 00:11:20.500 ⇒ 00:11:24.279 Elissa Mae Cid: maybe. Have you tried reaching out to recall.
83 00:11:26.030 ⇒ 00:11:40.937 Giselle Agot: We have met, but we did not like fully discuss this one. It’s more of like he’s telling me that any operations, concerns, and anything that I’d like access with. He’s the one who’s going to be assigned. It’s just
84 00:11:41.660 ⇒ 00:11:45.220 Giselle Agot: meet and greet actually Colin. So yes.
85 00:11:45.608 ⇒ 00:11:59.611 Elissa Mae Cid: It’s fine what I can do is I’ll check again with Robert, because this is also my way of knowing the the end to end process of sales as well. So I’m actually still
86 00:12:00.980 ⇒ 00:12:15.369 Elissa Mae Cid: trying to also immerse myself in the whole process, but still not there yet, because, as of the moment. The only thing that I get to do is more of the early stages.
87 00:12:16.563 ⇒ 00:12:17.770 Elissa Mae Cid: Okay. Okay.
88 00:12:17.770 ⇒ 00:12:36.529 Elissa Mae Cid: Yup, Yup. So there is a proposal. There is another client that we will be closing in, so by then I will be able to give you more details about it. I will let you know, but for now I’ll check with them, and Robert and I will let you know.
89 00:12:36.850 ⇒ 00:12:37.380 Giselle Agot: Okay.
90 00:12:37.380 ⇒ 00:12:44.409 Giselle Agot: yeah, sure, no problem. I’ll just review this document and then I’ll reach out to you or Rico. If I have any questions.
91 00:12:44.410 ⇒ 00:13:01.580 Elissa Mae Cid: Yes, if you have questions with regards to the whole sales process, I do recommend that you send it to me, because it is also a way for me to actually understand the whole process of sales as well. So there was no onboarding made yet, so
92 00:13:02.599 ⇒ 00:13:07.920 Elissa Mae Cid: in terms of the process. I I just read whatever is in notion.
93 00:13:08.630 ⇒ 00:13:09.130 Elissa Mae Cid: Okay.
94 00:13:09.130 ⇒ 00:13:12.860 Giselle Agot: Through your questions I will be able to learn more.
95 00:13:13.310 ⇒ 00:13:20.450 Giselle Agot: Okay, okay, yeah, we’ll do. I’ll just review this document first, st and then I’ll let you know if I have any questions.
96 00:13:20.810 ⇒ 00:13:22.369 Elissa Mae Cid: Yeah. Yes.
97 00:13:22.530 ⇒ 00:13:23.220 Elissa Mae Cid: Yeah.
98 00:13:23.220 ⇒ 00:13:27.550 Giselle Agot: Okay, think that’s it. Yeah, we have another after this one.
99 00:13:27.550 ⇒ 00:13:31.049 Elissa Mae Cid: Yes, yeah, really sorry. I’m not that of help, as of now.
100 00:13:31.050 ⇒ 00:13:36.740 Giselle Agot: Oh, no, it’s okay. I just needed to get as well as want to meet you. Also.
101 00:13:37.840 ⇒ 00:13:39.020 Elissa Mae Cid: Okay.
102 00:13:39.020 ⇒ 00:13:40.690 Giselle Agot: Okay. Thank you.
103 00:13:40.690 ⇒ 00:13:42.409 Elissa Mae Cid: Thank you. Bye, bye.
104 00:13:42.410 ⇒ 00:13:42.950 Giselle Agot: Bye.