Meeting Title: Ellie Project Sync and Updates Date: 2025-09-02 Meeting participants: Amber Lin, Robert Tseng
WEBVTT
1 00:00:08.330 ⇒ 00:00:09.660 Amber Lin: Hello!
2 00:00:12.260 ⇒ 00:00:12.820 Robert Tseng: Hey, Amber.
3 00:00:13.320 ⇒ 00:00:18.240 Amber Lin: Hi! Just super quick sync, because I need to jump to the…
4 00:00:18.390 ⇒ 00:00:21.219 Amber Lin: The delivery meeting soon. I mostly just want.
5 00:00:21.220 ⇒ 00:00:21.540 Robert Tseng: Okay.
6 00:00:21.540 ⇒ 00:00:24.650 Amber Lin: And then, and just…
7 00:00:24.650 ⇒ 00:00:30.280 Robert Tseng: Yeah, I just got off the call with Ellie, so that was… Zoran is good, I think.
8 00:00:30.480 ⇒ 00:00:30.860 Amber Lin: Hey.
9 00:00:30.860 ⇒ 00:00:45.489 Robert Tseng: Yeah, I think he handled… we just needed the client to make a decision. They were being indecisive and flip-flopping, so I don’t blame him for, kind of, like, some of this pace there. But yeah, I think he handled it well, gave them very clear options.
10 00:00:45.490 ⇒ 00:00:53.519 Robert Tseng: they still didn’t make a decision on the call, I think they still have to go and, whatever, like, check a couple things, but, I think that was the right… that was the right play.
11 00:00:53.520 ⇒ 00:00:58.199 Amber Lin: Yeah, on the Shreya side, yeah, she may be lacking context, but, like.
12 00:00:58.250 ⇒ 00:01:03.769 Robert Tseng: I don’t know, I think… She got feedback from the client last week on, hey, the…
13 00:01:03.920 ⇒ 00:01:11.209 Robert Tseng: the event data design for the patient acquisition funnel doesn’t really make sense. Like, that’s… I think…
14 00:01:11.500 ⇒ 00:01:17.830 Robert Tseng: I feel like Shreya just kind of applied general… like… like, I didn’t…
15 00:01:18.040 ⇒ 00:01:22.180 Robert Tseng: it’s not like I have that much context, either. I just, like, I went in the product and, like.
16 00:01:22.320 ⇒ 00:01:25.570 Robert Tseng: Went through the checkout flow myself and, like, figured out how scheduling works.
17 00:01:25.570 ⇒ 00:01:25.920 Amber Lin: So…
18 00:01:26.130 ⇒ 00:01:33.289 Robert Tseng: I feel like, I don’t know how much direction she needs there, because, like, I… but I think she should be able to…
19 00:01:33.640 ⇒ 00:01:42.359 Robert Tseng: come up with a second round and ask specific questions to the client to collect context that she needs. So, I don’t… I’m not really sure what to bake of that.
20 00:01:44.020 ⇒ 00:01:51.330 Robert Tseng: Yeah, so… I think what she showed was, like, kind of like a… working…
21 00:01:51.460 ⇒ 00:02:01.270 Robert Tseng: working draft, but it wasn’t, like, ready to implement, so I’m expecting her next deliverable to be something that she can hand to their developer team
22 00:02:01.500 ⇒ 00:02:12.900 Robert Tseng: And they can actually implement it. So, I think if she needs help getting to that point, I can help there, but she kind of needs to make at least some of the adjustments from the last call.
23 00:02:13.120 ⇒ 00:02:14.569 Amber Lin: I see.
24 00:02:14.570 ⇒ 00:02:14.970 Robert Tseng: Yeah.
25 00:02:14.970 ⇒ 00:02:19.690 Amber Lin: Was she on that call? I tried to grab her, I don’t think she was online.
26 00:02:19.690 ⇒ 00:02:21.929 Robert Tseng: No, she wasn’t on this call.
27 00:02:21.930 ⇒ 00:02:22.329 Amber Lin: I see.
28 00:02:22.330 ⇒ 00:02:27.769 Robert Tseng: Yeah, I think she… I guess she was only added to a one-time thing last week, so it’s probably my bad.
29 00:02:27.770 ⇒ 00:02:36.490 Amber Lin: Okay, I also tried to push on the internal analytic side, I just haven’t had updates so far.
30 00:02:36.490 ⇒ 00:02:37.800 Robert Tseng: Yeah.
31 00:02:37.800 ⇒ 00:02:39.120 Amber Lin: online yet.
32 00:02:39.550 ⇒ 00:02:47.030 Robert Tseng: Yeah, I guess… I’m just gonna give her the benefit of the doubt that it was a long weekend, so she kinda just… a bit.
33 00:02:47.650 ⇒ 00:02:52.000 Robert Tseng: kind of out of… out of sync, but, I, yeah, I hope… I hope she catches up.
34 00:02:52.540 ⇒ 00:02:58.189 Amber Lin: Yeah, okay. Yeah. We’ll keep an eye for that. Did you have a chance to look at the project plan?
35 00:02:59.290 ⇒ 00:03:01.689 Robert Tseng: I haven’t yet.
36 00:03:02.050 ⇒ 00:03:05.050 Robert Tseng: I know that you built out… built that out.
37 00:03:05.050 ⇒ 00:03:15.530 Amber Lin: Yeah, I just met with… met with, Zoran. It could be async, you don’t have to do anything here, I just want to give, like, a… have heads up from you, and then…
38 00:03:15.790 ⇒ 00:03:19.889 Amber Lin: Well, good to go from you, and I’ll add it to Linear so I can nudge them on tickets.
39 00:03:21.430 ⇒ 00:03:22.120 Robert Tseng: Okay.
40 00:03:22.910 ⇒ 00:03:33.179 Amber Lin: Yeah, and the second item was Ellie’s project rituals. Can I add stand-ups for these two folks? I think Zoran’s pretty good, but I think…
41 00:03:33.520 ⇒ 00:03:35.460 Amber Lin: Treya needs more nudging.
42 00:03:36.820 ⇒ 00:03:39.950 Robert Tseng: Yeah, I mean, how often were you thinking?
43 00:03:40.110 ⇒ 00:03:46.010 Amber Lin: Probably just once or twice per week of stand-ups, and probably adding a, like.
44 00:03:46.160 ⇒ 00:03:50.079 Amber Lin: 10-minute pre-meeting before the client meeting, so that they’re prepared.
45 00:03:50.810 ⇒ 00:03:52.839 Robert Tseng: Okay, I think that’s… that’s fair, yeah.
46 00:03:52.840 ⇒ 00:03:57.609 Amber Lin: Okay. Do you want to be a stand-up? I don’t think you should. You don’t… you don’t need to.
47 00:03:59.980 ⇒ 00:04:00.759 Amber Lin: But I can add to that.
48 00:04:00.760 ⇒ 00:04:07.610 Robert Tseng: I mean, we’re… you can add me as optional, but I don’t know if I’ll join. Like, I… Yeah.
49 00:04:08.380 ⇒ 00:04:09.130 Amber Lin: Gotcha.
50 00:04:11.460 ⇒ 00:04:16.860 Robert Tseng: I’ll grab something. Yeah, you can just… you don’t have to account for my availability, you just do what works for them.
51 00:04:17.209 ⇒ 00:04:18.169 Amber Lin: Okay.
52 00:04:18.669 ⇒ 00:04:21.149 Amber Lin: I’ll probably do…
53 00:04:22.039 ⇒ 00:04:28.809 Amber Lin: like a… maybe a Tuesday and a Thursday, so the Tuesday can also act as a pre-meeting.
54 00:04:29.530 ⇒ 00:04:30.220 Robert Tseng: Okay.
55 00:04:30.390 ⇒ 00:04:31.460 Amber Lin: I’ll do that.
56 00:04:32.920 ⇒ 00:04:33.920 Amber Lin: Alright.
57 00:04:39.470 ⇒ 00:04:51.749 Robert Tseng: Yeah, and then I saw some of your Eden kind of comments. Remo deal is good, so we’re in the promote proposal now, so that’ll hopefully… I mean, we just… whatever. Did Josh just say when are we starting, or, like, I don’t know what.
58 00:04:51.750 ⇒ 00:04:57.099 Amber Lin: Yeah, Josh just wanted to know what’s up. I don’t think he had any… had got any updates so far.
59 00:04:57.100 ⇒ 00:05:13.959 Robert Tseng: Yeah, well, they didn’t, like, give me the… I just nudged them again, and I think Adam said, go ahead. So, I don’t think we’ll realistically start, because we have to send over the proposal, their legal has to review, and this usually doesn’t happen, like, over, like, one day. So, but yeah, so that’s that.
60 00:05:14.070 ⇒ 00:05:23.060 Robert Tseng: Yeah, you can just tap me for marketing analytics stuff, if, yeah, if necessary. I think Henry’s coverage on, like, Tableau should work for us.
61 00:05:23.150 ⇒ 00:05:25.260 Amber Lin: I already communicated…
62 00:05:25.500 ⇒ 00:05:30.340 Robert Tseng: that Andrew… I know that you talked to Andrew today, but I’m gonna wind him down.
63 00:05:30.340 ⇒ 00:05:34.829 Amber Lin: Yeah, I was wondering why he was at stand-up today. I thought he was… done.
64 00:05:35.120 ⇒ 00:05:35.900 Amber Lin: But…
65 00:05:35.900 ⇒ 00:05:50.589 Robert Tseng: Yeah, I’m gonna send out the message today, so… Okay. I just wanted Henry to be sure that, like, Zoran is good… he’s good with Zora moving forward, because I didn’t want to, like, off-board Andrew, and then, like, Zoran’s still, like, not being committed to it.
66 00:05:51.530 ⇒ 00:05:57.699 Robert Tseng: But yeah, so I talked to Henry earlier today, and I think we’re good there. So I’ll send the message to Andrew.
67 00:05:57.910 ⇒ 00:06:01.390 Robert Tseng: Yeah.
68 00:06:02.310 ⇒ 00:06:08.270 Amber Lin: Is there a timeline for Ellie’s project? Do we have, like, a 3-week limit, or when are we.
69 00:06:08.270 ⇒ 00:06:09.680 Robert Tseng: It’s a difficult one.
70 00:06:09.830 ⇒ 00:06:24.449 Robert Tseng: Yeah, we were trying to get it done in a month so that I could renew, which I think it’s looking like there’s a renewal. I think, yeah, I think Zoan’s been doing a good job of, like… yeah, like, he’s just… he’s just really good. He knows how to manage his own stuff, like, just, like.
71 00:06:24.640 ⇒ 00:06:26.929 Robert Tseng: Yeah, anyway, like, I…
72 00:06:26.930 ⇒ 00:06:31.610 Amber Lin: pretty, pretty low, but I think Veron’s great. I talked with him earlier. So for the…
73 00:06:31.610 ⇒ 00:06:33.310 Robert Tseng: Our bar’s pretty low.
74 00:06:33.550 ⇒ 00:06:40.339 Amber Lin: For the Google, and just the Google Meta ads, that one, when do we want to get that done by?
75 00:06:41.150 ⇒ 00:06:46.220 Robert Tseng: Meta ads? Google meta ads for Eden?
76 00:06:46.500 ⇒ 00:06:49.279 Amber Lin: Oh, sorry for… for Ellie. I’m just trying.
77 00:06:49.280 ⇒ 00:06:50.430 Robert Tseng: Oh yeah, okay, so…
78 00:06:50.480 ⇒ 00:06:51.879 Amber Lin: push things on.
79 00:06:52.230 ⇒ 00:07:02.019 Robert Tseng: Yeah, there’s no meta ads there, it’s really just Google ads. So, yeah, Zoran needs to make… this is… well, yeah, I think once he does… I think Zoran could do it by the end of week. We can just set it to end of week.
80 00:07:02.310 ⇒ 00:07:14.359 Robert Tseng: I’m assuming Ellie will give us a decision. If they say, yes, you can go ahead and do server-side Google Tag Manager setup or whatever, then… then Zoran can go in and do it. He’ll… yeah, so…
81 00:07:14.360 ⇒ 00:07:17.149 Amber Lin: I’m gonna delete the metal one. Okay.
82 00:07:17.310 ⇒ 00:07:21.460 Robert Tseng: Yeah, Meta… I don’t know if… yeah, I think it’s not as important.
83 00:07:21.680 ⇒ 00:07:27.209 Robert Tseng: Yeah, just, you know, if you didn’t understand what was going on, it’s, they have…
84 00:07:28.630 ⇒ 00:07:38.810 Robert Tseng: they have a bunch of, agencies running Google Ads for them, like, about 40, so rather… yeah, it was either, you know, we were just trying to figure out what was, like, the
85 00:07:39.110 ⇒ 00:07:45.950 Robert Tseng: best approach. Otherwise, it’d either be 40 different setups, or, like, we’re gonna be setting up, like, one proxy
86 00:07:45.970 ⇒ 00:07:59.399 Robert Tseng: set up, and, like, route all the traffic through a single, single… through a single tag. And I think that’s what Zora’s been pushing for. I think the solution sounds good, so it was just a matter of them letting us do that, so…
87 00:07:59.590 ⇒ 00:08:00.250 Amber Lin: Okay.
88 00:08:00.440 ⇒ 00:08:03.629 Amber Lin: And then, on the tracking side.
89 00:08:05.200 ⇒ 00:08:09.179 Amber Lin: We want that out by… Also in a week, right?
90 00:08:10.060 ⇒ 00:08:13.749 Robert Tseng: Yeah, I mean, the tracking, it’s really just to give them a sense of, like, what…
91 00:08:14.120 ⇒ 00:08:26.609 Robert Tseng: because, like, the mark… their… their team doesn’t understand, like, what… fully understand what data they’re collecting. They understand from the product side, like, what the user journey looks like, but they’re not… they’re not really thinking from a reporting perspective. And so.
92 00:08:26.840 ⇒ 00:08:28.980 Robert Tseng: like, Shreya should be…
93 00:08:30.290 ⇒ 00:08:47.329 Robert Tseng: I guess if I need to, like, spell it out for her a bit more, I could. Maybe I’ll just write some messages in Slack, but, like, this is meant to give them visibility into the data that they’re collecting, to get them thinking about how they want to measure their business, and then we’re also giving them metrics, because
94 00:08:47.330 ⇒ 00:08:55.809 Robert Tseng: They’re… the way, like, their existing reporting is just very, like, blah. Like, doesn’t… I don’t really think it shows them anything, so…
95 00:08:55.810 ⇒ 00:08:56.130 Amber Lin: Yeah.
96 00:08:56.130 ⇒ 00:09:03.890 Robert Tseng: Yeah, she’s supposed to provide that level of structure for them, but I don’t know if she’s really pushing it along, so…
97 00:09:04.430 ⇒ 00:09:08.890 Amber Lin: Okay, and then after that, I believe we’re enriching the.
98 00:09:08.890 ⇒ 00:09:18.730 Robert Tseng: That’s it. That’s all we’re doing. Yeah. Then any, any, no enrichment, anything after that is a renewal conversation. Like, this is just… this is just step one, yeah.
99 00:09:20.130 ⇒ 00:09:23.359 Amber Lin: Gotcha, okay. Then that’s a lot easier.
100 00:09:24.070 ⇒ 00:09:24.670 Robert Tseng: Yeah.
101 00:09:25.220 ⇒ 00:09:31.800 Amber Lin: Renewal, is it coming… because I know we’ve been working on this for a while. Is renewal, like, within this… within September?
102 00:09:32.360 ⇒ 00:09:39.340 Robert Tseng: Yeah, like, next week is our last week, I think. So, I kind of want us to wrap up our week. I want to wrap it up this week.
103 00:09:39.470 ⇒ 00:09:43.420 Robert Tseng: So that I can be pushing the renewal conversation next week.
104 00:09:43.640 ⇒ 00:09:44.310 Amber Lin: Okay.
105 00:09:44.710 ⇒ 00:09:45.260 Robert Tseng: Yeah.
106 00:09:45.950 ⇒ 00:09:51.350 Robert Tseng: I mean, maybe some work will end up, like, bleeding over into next week, but I would, you know, just aim to finish
107 00:09:51.520 ⇒ 00:09:54.069 Robert Tseng: They should both aim to be done by the end of this week.
108 00:09:54.600 ⇒ 00:09:55.210 Amber Lin: Okay.
109 00:09:55.800 ⇒ 00:09:56.340 Robert Tseng: Yeah.
110 00:09:59.000 ⇒ 00:10:01.649 Amber Lin: Sounds good. Alright, that’s really helpful.
111 00:10:01.760 ⇒ 00:10:06.310 Amber Lin: That’s all on Ellie. I think Eden…
112 00:10:06.610 ⇒ 00:10:15.979 Amber Lin: decently groomed. I’ll have grooming sessions with them tomorrow, just to make sure Henry knows what’s going on for the Tableau stuff.
113 00:10:16.220 ⇒ 00:10:18.810 Amber Lin: The other one seems, like, on track.
114 00:10:19.240 ⇒ 00:10:26.069 Amber Lin: Insomnia… Casey’s out today, but I think he went online and fixed it, so I’ll sync with him tomorrow.
115 00:10:27.870 ⇒ 00:10:29.179 Robert Tseng: Okay, sounds good.
116 00:10:29.410 ⇒ 00:10:30.460 Amber Lin: Yeah, that’s all.
117 00:10:30.740 ⇒ 00:10:31.780 Amber Lin: Thank you for thinking.
118 00:10:31.780 ⇒ 00:10:34.540 Robert Tseng: Okay, yeah, alright, thanks, Amber.
119 00:10:34.770 ⇒ 00:10:36.019 Amber Lin: Of course, bye!
120 00:10:36.020 ⇒ 00:10:36.600 Robert Tseng: Right?