Meeting Title: GTM Planning + Kickoff Date: 2025-09-15 Meeting participants: Hannah Wang, Justina Spinn, Uttam Kumaran, Ryan Brosas, Robert Tseng
WEBVTT
1 00:00:24.610 ⇒ 00:00:25.710 Hannah Wang: Ayy.
2 00:00:26.040 ⇒ 00:00:26.920 Justina Spinn: Hi!
3 00:00:27.750 ⇒ 00:00:33.729 Hannah Wang: Sorry, I’m gonna have my camera off, because I… Feel rough, but…
4 00:00:33.730 ⇒ 00:00:34.140 Justina Spinn: No.
5 00:00:34.140 ⇒ 00:00:38.209 Hannah Wang: nice to meet you. Is this your first day?
6 00:00:38.210 ⇒ 00:00:40.250 Justina Spinn: It is.
7 00:00:41.690 ⇒ 00:00:44.900 Uttam Kumaran: Hey guys, give me one sec, I’m just gonna…
8 00:01:04.400 ⇒ 00:01:06.140 Hannah Wang: Where are you based, Justina?
9 00:01:06.590 ⇒ 00:01:09.979 Justina Spinn: I’m in Texas, like, the Austin area.
10 00:01:09.980 ⇒ 00:01:13.470 Hannah Wang: Oh, okay. Oh, sweet. Yeah, same as Bhutan. Got it.
11 00:01:13.470 ⇒ 00:01:16.859 Justina Spinn: Yeah. Where are you at, Hannah?
12 00:01:17.140 ⇒ 00:01:19.130 Hannah Wang: I’m in LA.
13 00:01:19.130 ⇒ 00:01:20.209 Justina Spinn: Okay, cool.
14 00:01:20.480 ⇒ 00:01:21.220 Hannah Wang: So…
15 00:01:21.280 ⇒ 00:01:23.800 Justina Spinn: Pretty cool that everyone’s kind of…
16 00:01:24.170 ⇒ 00:01:27.120 Hannah Wang: Everywhere. All over the world.
17 00:01:37.520 ⇒ 00:01:40.559 Uttam Kumaran: Robert should be here soon, probably.
18 00:01:45.510 ⇒ 00:01:46.440 Ryan Brosas: Good morning!
19 00:01:47.210 ⇒ 00:01:47.840 Uttam Kumaran: Hey, Ryan.
20 00:02:03.080 ⇒ 00:02:04.220 Robert Tseng: Good morning.
21 00:02:05.210 ⇒ 00:02:06.260 Justina Spinn: Morning!
22 00:02:07.560 ⇒ 00:02:08.250 Hannah Wang: Hello.
23 00:02:08.259 ⇒ 00:02:11.339 Robert Tseng: Welcome to Rainforest, Justina.
24 00:02:11.530 ⇒ 00:02:12.380 Justina Spinn: Thanks!
25 00:02:17.890 ⇒ 00:02:20.229 Robert Tseng: Or we’ll have, like, a…
26 00:02:21.360 ⇒ 00:02:40.730 Robert Tseng: more… we’ll have, like, an intro later… later today. I guess, I guess this call is typically, I mean, Hannah, Ryan, Jake sometimes joins, other folks that are on the GTM team, or go-to-market team, that, will kind of just be presenting their objectives for the week.
27 00:02:41.090 ⇒ 00:02:57.890 Robert Tseng: we’ll start with, like, top level kind of, like, metrics that we’re… or KPIs that we’ve been aiming for, so I’ll kind of intro that and share that piece, and then Hannah and Ryan will talk about the initiatives that they’re working on that basically directly impact those KPIs, so…
28 00:02:57.910 ⇒ 00:03:12.650 Robert Tseng: This is typically, like, a planning meeting where, you know, any feedback that folks have on new ideas that they want feedback on, campaigns that they’re launching, or kind of anything tactical, that they want feedback from.
29 00:03:12.680 ⇒ 00:03:31.219 Robert Tseng: who Tom and I, we typically handle all this call as well. So there are, like, probably two checkpoints that we schedule, like Monday, and then sometime in the middle of the week for us to be able to get this kind of feedback, and then everything else kind of usually happens async on Slack, or if we need to, we just set up, calls, ad hoc.
30 00:03:31.780 ⇒ 00:03:32.300 Justina Spinn: Okay.
31 00:03:32.300 ⇒ 00:03:34.110 Robert Tseng: I just wanted to give you some context there.
32 00:03:35.940 ⇒ 00:03:36.660 Robert Tseng: Cool.
33 00:03:37.000 ⇒ 00:03:47.210 Robert Tseng: Oh, right. Well then, I will… Share my screen, and we can get started.
34 00:03:49.780 ⇒ 00:03:53.440 Robert Tseng: So…
35 00:03:57.940 ⇒ 00:04:03.390 Robert Tseng: Okay, so… two things here. So, we’ll start…
36 00:04:04.210 ⇒ 00:04:09.710 Robert Tseng: You’ll get access to all the stuff, so feel free to just, like, your most…
37 00:04:09.920 ⇒ 00:04:14.540 Robert Tseng: Active channels will probably be, like, sales and sales code and market AI.
38 00:04:14.730 ⇒ 00:04:17.520 Justina Spinn: Okay. So if you have any questions about things, you can just…
39 00:04:17.860 ⇒ 00:04:34.999 Robert Tseng: try to share it with the larger channels, and then somebody will jump in and be able to help you. But yeah, I would say this is one of our core documents, where we kind of just… you can look at all of our active OKRs. So these are just, you know, guideposts for different teams, that
40 00:04:35.090 ⇒ 00:04:46.579 Robert Tseng: kind of list out the goals that we’re aiming for. So I’ll just kind of focus only on marketing and sales, which, combined together is what we consider go-to-market.
41 00:04:48.470 ⇒ 00:04:49.480 Robert Tseng: Yeah.
42 00:04:50.700 ⇒ 00:04:51.910 Robert Tseng: And then…
43 00:04:53.170 ⇒ 00:05:07.940 Robert Tseng: Okay, so, I’m not gonna go through this as much depth as I did last week, because we kind of made some adjustments to the wording here already. But yeah, I would say, as far as, like, pipeline coming from inbound channels, I think we haven’t made any
44 00:05:08.100 ⇒ 00:05:14.219 Robert Tseng: new efforts there this past week that would probably impact that, so I’m not gonna move on from that.
45 00:05:16.180 ⇒ 00:05:21.230 Robert Tseng: I’ll just focus on the things that were lagging or were poor, just so we could see what we need to do to get that on track.
46 00:05:24.180 ⇒ 00:05:34.479 Robert Tseng: So, regarding the content asset library, I know we kind of just, like, talked about it. I was just making some comments, and Hannah, I gave you… I just put some feedback here in the sales.
47 00:05:34.690 ⇒ 00:05:47.030 Robert Tseng: channel, just, or the sales notion page. My one feedback is basically, we used to have the sales enablement library that was all here, then everything got moved to the, demo platform.
48 00:05:47.300 ⇒ 00:06:04.329 Robert Tseng: which I understand, like, makes the sharing… link sharing easier, but I do feel like we lost some descriptiveness from not having metadata, because there’s, you know, like, title, description, like, this stuff that was in Notion was helpful for me.
49 00:06:04.330 ⇒ 00:06:04.870 Hannah Wang: Okay.
50 00:06:05.700 ⇒ 00:06:09.450 Robert Tseng: So yeah, I don’t know, I know we have a thread, so I was just kind of just thinking through, like.
51 00:06:09.560 ⇒ 00:06:16.310 Robert Tseng: How do we make this more easily, like… shareable,
52 00:06:16.490 ⇒ 00:06:22.620 Robert Tseng: I think Utam and I have both pre-loaded a bunch of these assets into outbound campaigns.
53 00:06:22.850 ⇒ 00:06:37.450 Robert Tseng: And so, like, as far as, like, a first message goes, or a second message, a lot of that is already kind of queued up. But I’m thinking specifically about when I get off a call, or I’m on a call with somebody, and I want to quickly just pull up, like, one or two things.
54 00:06:37.450 ⇒ 00:06:44.599 Robert Tseng: And to share it with them, walk them through it live, or also just, like, have something to share with them immediately afterwards.
55 00:06:44.760 ⇒ 00:06:49.570 Robert Tseng: I guess, you know, a lot of the time, I just… I don’t, because I just…
56 00:06:50.310 ⇒ 00:06:57.630 Robert Tseng: I… and even with Justina starting, I’m sure she’s gonna look through this and not really know how to search through it, like, what’s…
57 00:06:57.720 ⇒ 00:07:12.730 Robert Tseng: like, you know, what… basically, like, how do we pull the right material for the right situation? So I feel like that’s a distribution kind of problem that I feel like the marketing design team should own, because
58 00:07:12.790 ⇒ 00:07:22.970 Robert Tseng: yeah, if you’re gonna create a bunch of stuff for us to use, and you want us to use it, then make it easy for us to use, right? So, would appreciate if you kind of, like, thought through, like, how we can
59 00:07:23.370 ⇒ 00:07:24.860 Robert Tseng: use this better.
60 00:07:25.040 ⇒ 00:07:25.480 Uttam Kumaran: Yeah.
61 00:07:26.020 ⇒ 00:07:36.410 Uttam Kumaran: I would… I would also want to maybe ask Justina your opinion, like, we haven’t been using snippets or, like, within HubSpot, like, the different sort of, like.
62 00:07:37.010 ⇒ 00:07:41.620 Uttam Kumaran: quick copy-paste things, like, I don’t know if you guys dealt with this before.
63 00:07:41.910 ⇒ 00:07:50.890 Uttam Kumaran: And, like, how… if you’ve solved this before, like, having all these assets, like, how do we… how does the sales team actually, like, get organized around sharing the right case studies at the right time?
64 00:07:51.270 ⇒ 00:07:54.630 Justina Spinn: Yeah, I mean, I think that, like.
65 00:07:54.820 ⇒ 00:07:57.280 Justina Spinn: Templates or snippets would be a good…
66 00:07:57.390 ⇒ 00:08:04.259 Justina Spinn: way to start, just kind of, like, thinking through, like, your general scenarios, like, just some basics.
67 00:08:04.610 ⇒ 00:08:09.720 Justina Spinn: I can definitely look through some of these and see what we can… Get together.
68 00:08:10.040 ⇒ 00:08:26.379 Robert Tseng: Cool. Yeah, I mean, I think, Justina, as you get, you know, up and running and are drafting messages and stuff, I’m sure you’ll run into these questions of, like, well, what do I… what asset do I use here and there? And maybe that’ll be a good way to kind of partner with… with Hannah and Ann to kind of
69 00:08:26.590 ⇒ 00:08:32.729 Robert Tseng: build out those snippets. So, this is not, like, urgent. I guess it’s just more of, like, an ongoing, like.
70 00:08:32.730 ⇒ 00:08:33.730 Justina Spinn: I feel like…
71 00:08:33.970 ⇒ 00:08:49.559 Robert Tseng: as we add more and more stuff, this fan-out problem continues to probably get worse, so I’m just calling it out that this is something that is just part of, like, sanitation, I think, like, just that we should probably just get a better handle of.
72 00:08:51.230 ⇒ 00:08:51.980 Hannah Wang: Okay.
73 00:08:52.570 ⇒ 00:08:53.260 Robert Tseng: Okay.
74 00:08:53.390 ⇒ 00:09:05.200 Robert Tseng: Cool. And then as far as, like, yeah, qualified engaged leads to website, I mean, I think Utab sent me, like, a screenshot last… last week. We’re probably getting, like, one
75 00:09:05.870 ⇒ 00:09:10.370 Robert Tseng: one sign-up a week, or one sign-up a day, or one sign-up a week, I forget, but .
76 00:09:10.370 ⇒ 00:09:10.760 Uttam Kumaran: camera.
77 00:09:10.760 ⇒ 00:09:12.409 Robert Tseng: We’re not really doing anything with them yet.
78 00:09:12.410 ⇒ 00:09:12.899 Uttam Kumaran: Like a day.
79 00:09:12.900 ⇒ 00:09:13.440 Robert Tseng: Yeah.
80 00:09:13.620 ⇒ 00:09:14.190 Uttam Kumaran: Yeah.
81 00:09:14.190 ⇒ 00:09:19.069 Robert Tseng: Yeah. So, I don’t think I’m going to talk about this today, because I don’t think we’ve made any…
82 00:09:19.400 ⇒ 00:09:23.969 Robert Tseng: progress on the middle of funnel. I think, if anything.
83 00:09:23.970 ⇒ 00:09:39.880 Robert Tseng: Just to… not to jump around too much, but I went back into this sales doc, so this is actually a great starting place for you, Justina, after this call. You can go and look up sales, and you can just read from the top down. It’ll break down… it’ll… it’ll have everything you need to see from a high level of, like.
84 00:09:39.940 ⇒ 00:09:51.159 Robert Tseng: How we talk about the business, how we source leads, and kind of, like, some of our understanding of what the different types of sources that we’re… the channels that we’re exploring, like.
85 00:09:51.240 ⇒ 00:10:06.190 Robert Tseng: you know, how we get… how we get in front of these folks, our go-to-market strategy, or many different strategies and playbooks that we run. And then, yeah, so I think this would be a good place for you to kind of get up to speed on everything that we’ve…
86 00:10:06.350 ⇒ 00:10:11.099 Robert Tseng: we’ve thought through, that we’ve been trying and everything there.
87 00:10:12.180 ⇒ 00:10:16.339 Robert Tseng: Yeah, so I was gonna say,
88 00:10:16.720 ⇒ 00:10:27.239 Robert Tseng: Yeah, so this is a section… I did some consolidation. There was, like, three sections that I basically threw into one. I’m just kind of calling it the lead closing system now, so I think…
89 00:10:27.570 ⇒ 00:10:43.270 Robert Tseng: middle of funnel… so there’s top of funnel, which is, like, all of this messaging, commenting, kind of lead list building stuff that this team has mostly been focused on. I still think that’s the most important, because that’s what’s gonna drive those, you know, drive meetings for us, for Rutam and I.
90 00:10:43.370 ⇒ 00:10:48.820 Robert Tseng: And then… but then there’s also kind of, like, middle of funnel, which is not really something we’ve…
91 00:10:48.970 ⇒ 00:10:57.449 Robert Tseng: been aggressively touching this, quarter, but probably going to Q4, I think that’s probably where a lot of my focus is going to be going into.
92 00:10:57.620 ⇒ 00:11:17.259 Robert Tseng: We’ve done some things, like Circle Back. We have Jake that’s here, who’s helping us repurpose content. He’s going back for our old clients, and he’s asking them for interviews. So he’s basically trying to, like, bring, like, use our, you know, stuff, work that we’ve already done, and to… to turn them back into collateral that we can…
93 00:11:17.330 ⇒ 00:11:28.210 Robert Tseng: share with new folks, obviously, but also to re-engage with, existing leads. So, like, that to me is middle of funnel. People that we’ve, we’ve talked to before.
94 00:11:28.370 ⇒ 00:11:34.749 Robert Tseng: I kind of wrote down some basic definitions here, but we didn’t necessarily have an opportunity to work with them.
95 00:11:34.790 ⇒ 00:11:50.189 Robert Tseng: And then bottom of the funnel, which is just, like, okay, there is a proposal, like, how do we actually close them? We do this, like, kind of… which I basically just take over from here, and nobody else has really assisted us with the bottom of the funnel closed.
96 00:11:50.190 ⇒ 00:12:05.450 Robert Tseng: But, yeah, I think we’ll probably start to document this work as well. So, I just say that just to say you should… this team is still going to be focused on top of funnel. So, we need to get consistent there, and that will free us up to go and start to
97 00:12:05.560 ⇒ 00:12:08.719 Robert Tseng: Be more systematic about tackling these other sections.
98 00:12:08.750 ⇒ 00:12:17.050 Robert Tseng: And this particular KPI of driving engaged lease website, I guess this is just driving, so…
99 00:12:17.050 ⇒ 00:12:32.869 Robert Tseng: We’re not necessarily lagging here, like, we are definitely getting folks here, but being able to engage with them through newsletter or anything, like, that’s all part of this middle-of-funnel sequence that we haven’t really, put too much, in place for.
100 00:12:33.540 ⇒ 00:12:35.739 Robert Tseng: So, I’ll pause there just to see…
101 00:12:36.110 ⇒ 00:12:40.390 Robert Tseng: We’ve… yeah, does that make sense for everybody? Yeah.
102 00:12:41.540 ⇒ 00:12:42.840 Hannah Wang: Yeah, makes sense.
103 00:12:44.930 ⇒ 00:12:57.300 Robert Tseng: Cool. So then this ICP work, ICP is just ideal customer profile. This is something that we continuously refine. I consider this lagging still, because…
104 00:12:57.480 ⇒ 00:13:00.229 Robert Tseng: I mean, we’re still learning new things, and I think we just…
105 00:13:01.150 ⇒ 00:13:04.779 Robert Tseng: I think we’re pretty, like, ad hoc about,
106 00:13:05.220 ⇒ 00:13:19.310 Robert Tseng: changing our messaging here and there, so I think, yeah, we have… we definitely have, like, some stuff here, like, you know, the RICT, the story brand, all that, that we use right now to set
107 00:13:19.720 ⇒ 00:13:30.570 Robert Tseng: like, this helps us to filter, like, the leads that we’re… the lead lists that we’re asking, you know, Ryan to build, or whatnot. But, I think this is something that’s on me to keep, like, figuring out.
108 00:13:30.610 ⇒ 00:13:50.409 Robert Tseng: well, how do I take our working definition and be able to help guide this team on, be able to… and making adjustments as we’re, like, testing new campaigns? So, I think that feedback loop is not great yet, and I think that’s… that’s on me to kind of figure out. So, I’m just calling that out.
109 00:13:50.770 ⇒ 00:14:07.370 Robert Tseng: And that’s kind of related to, like, this is the… this is what you’re getting for ICPs. So, I know, Hannah, you’re waiting on me for, like, that PE collateral for the Coral data whitepaper. I think that’s a great example of, like.
110 00:14:07.430 ⇒ 00:14:11.360 Robert Tseng: This is a really specific piece that’s…
111 00:14:11.560 ⇒ 00:14:16.229 Robert Tseng: Repurposing what we have in other documents, but making it
112 00:14:16.260 ⇒ 00:14:33.969 Robert Tseng: PE-focused, and something that Corral would be comfortable putting in front, and basically co-authoring with us, and putting in front of their PE partners. PE meaning private equity. So, yeah, I think, like, to get to that level of specificity, like, we haven’t… we haven’t…
113 00:14:33.970 ⇒ 00:14:36.379 Robert Tseng: Done yet for different types of
114 00:14:36.500 ⇒ 00:14:46.469 Robert Tseng: partners or customers, and so, I think that’s, like, one ongoing thing that we’re working on that is kind of taking a step in that direction.
115 00:14:47.710 ⇒ 00:14:48.520 Robert Tseng: Yeah.
116 00:14:48.850 ⇒ 00:14:51.760 Robert Tseng: Any questions on that, on those two?
117 00:14:53.650 ⇒ 00:14:54.990 Hannah Wang: No, not for me.
118 00:14:55.800 ⇒ 00:14:57.580 Robert Tseng: Okay.
119 00:14:57.980 ⇒ 00:15:05.369 Robert Tseng: Yeah, I’ll kind of keep going through this then. So, partner source leads. So, I know, Utam, you mentioned some things around partners.
120 00:15:05.510 ⇒ 00:15:10.440 Robert Tseng: On Slack recently, yeah, you wanna talk about this?
121 00:15:10.740 ⇒ 00:15:24.250 Uttam Kumaran: Yeah, so… one is I think a lot of our… so kind of, like, thinking about bringing on new partners, as well as actually continuing to push them to do… to, like, send us leads, so there’s a couple things. One.
122 00:15:24.250 ⇒ 00:15:39.250 Uttam Kumaran: on the partner, like, acquisition process, and the actual, like, negotiation process, for all the partners that have showed promise, this has taken quite a while, so I’m going to be engaging with Polly, who we met before, just fractionally, to help
123 00:15:39.260 ⇒ 00:15:43.929 Uttam Kumaran: ideally, my KPI is that we get better terms, and that shrinks, because I.
124 00:15:44.380 ⇒ 00:15:47.029 Uttam Kumaran: Very opinionated about some of these terms, because they’re, like.
125 00:15:47.590 ⇒ 00:15:59.789 Uttam Kumaran: I don’t know, like, whatever money we can get, well, some other people are just, like, specific about terms that I think we’re not so specific about, so I want to accelerate that for new partners. Second is, I want to work
126 00:16:00.280 ⇒ 00:16:11.730 Uttam Kumaran: with Holly on creating, like, what is our actual engagement process for these partners. We have a couple of things now. One is we’re sharing events we’re going to. Second, we’re…
127 00:16:11.730 ⇒ 00:16:26.070 Uttam Kumaran: having Jake do these SME interviews with the partners, right? So it gives us, like, a collateral on an asset. And also, we are continuing to share them with decks and materials from our side. Still, I think we’re…
128 00:16:26.260 ⇒ 00:16:33.140 Uttam Kumaran: Like, not… we’re struggling to get all of our partners to send us leads on, like, a recurring basis.
129 00:16:33.500 ⇒ 00:16:33.900 Robert Tseng: Yeah.
130 00:16:33.900 ⇒ 00:16:39.550 Uttam Kumaran: I think this is, like… We have a plan now, like, to hit them multiple different ways.
131 00:16:39.660 ⇒ 00:16:50.270 Uttam Kumaran: And to always be top of mind. Like, the feedback we’ve gotten from people is that, like, we… we have all of our ducks in a row, so I just… I want to kind of…
132 00:16:50.780 ⇒ 00:17:05.709 Uttam Kumaran: have Holly draft out, like, okay, what are we missing here? You know, how can we continue to push on… again, this is, like, selling to salespeople, right? So, what do we need to get them, or to their sales crew, or, like, what are we missing, you know, in this process?
133 00:17:06.640 ⇒ 00:17:07.230 Robert Tseng: Right.
134 00:17:08.589 ⇒ 00:17:13.839 Robert Tseng: By the way, do we still have that partner check-in on a weekly basis, or did we collapse that into this?
135 00:17:13.849 ⇒ 00:17:15.659 Uttam Kumaran: We collapse that into this.
136 00:17:15.660 ⇒ 00:17:16.339 Robert Tseng: Okay.
137 00:17:16.780 ⇒ 00:17:17.550 Robert Tseng: Got it.
138 00:17:17.730 ⇒ 00:17:26.289 Uttam Kumaran: I can consider making one. I kind of just want to, like, assess all the touchpoints that we’re doing for partners.
139 00:17:26.569 ⇒ 00:17:27.340 Uttam Kumaran: And then come up.
140 00:17:27.349 ⇒ 00:17:33.589 Robert Tseng: Yeah, maybe we book one, like, a one-time, or we can talk about it when we’re in Chicago together. Yeah, I think,
141 00:17:34.259 ⇒ 00:17:36.259 Robert Tseng: Yeah, because I do feel like we’re…
142 00:17:36.999 ⇒ 00:17:42.299 Robert Tseng: We’re very… we’re divide… we’re… we’re divided on a lot of fronts here on…
143 00:17:42.629 ⇒ 00:17:51.379 Robert Tseng: yeah, like, yeah, we’re just talking to so many different partners, and they all have different terms, and I think that’s the problem here. It’s like, it’s… it’s very not standardized, and…
144 00:17:51.509 ⇒ 00:17:54.130 Uttam Kumaran: Like, the thing, a lot of them are our…
145 00:17:54.130 ⇒ 00:17:55.000 Robert Tseng: Projectable, yeah.
146 00:17:55.000 ⇒ 00:17:58.960 Uttam Kumaran: A lot of them were debating us on, like, some percentage here, like, I don’t care about any of that.
147 00:17:58.960 ⇒ 00:17:59.590 Robert Tseng: Yeah.
148 00:18:00.110 ⇒ 00:18:04.399 Uttam Kumaran: I just want the money to come in on what I… like, we’re pretty flexible on terms.
149 00:18:04.540 ⇒ 00:18:17.219 Uttam Kumaran: So, I want… I just want to accelerate, like, basically, I’m gonna hand off contract negotiation to Holly, and then she’ll come up with, like, what our draft terms are, and then she’ll help me speed up the… because some of them I don’t… I’m just like.
150 00:18:17.660 ⇒ 00:18:24.979 Uttam Kumaran: I don’t know whether we should agree to these or not, and I don’t… I’m sort of am not sure. So I want to fast-forward through that, and then second is, like.
151 00:18:25.350 ⇒ 00:18:27.710 Uttam Kumaran: I kind of want to understand, like.
152 00:18:27.820 ⇒ 00:18:39.680 Uttam Kumaran: for the first… what is the life cycle of the partner, like, for the first 30, 60, 90 days, versus… and then we basically are like, this partner is not work… it’s not working out, we should, like, not spend more time with them, right? So we have, like.
153 00:18:40.240 ⇒ 00:18:51.729 Uttam Kumaran: code… we have the Cody tech, we have, like, all these things going on, and, like, a bunch of other partners. The thing is, like, I know that these guys are sitting on leads that they should work with us on, because they can get money.
154 00:18:52.080 ⇒ 00:18:57.550 Uttam Kumaran: like… And I know a lot of these, they’re, like, how can I… how can we…
155 00:18:58.350 ⇒ 00:19:12.569 Uttam Kumaran: Like, how can we convince them to either share a lead list, or share their current book of business in, like, an organized way on which we collaborate? Because our goal is to get them more money. And so, for me, I want to make that pitch really clear, so I don’t know what we’re missing.
156 00:19:12.730 ⇒ 00:19:21.140 Uttam Kumaran: I mean, maybe we’re just not saying that, or we don’t have, like, a structured meeting around that, or a structured process to exchange leads and, like, do something with.
157 00:19:21.420 ⇒ 00:19:23.640 Uttam Kumaran: And that’s, like, what I want to hit.
158 00:19:24.920 ⇒ 00:19:25.600 Robert Tseng: Yeah.
159 00:19:27.730 ⇒ 00:19:33.020 Uttam Kumaran: And I want it to be very, like, direct, like, hey, our process in working with partners is we do, like.
160 00:19:33.160 ⇒ 00:19:46.539 Uttam Kumaran: this is how we work with you. We… we schedule, like, a… a lead list sharing thing, and then we do… and then we’re gonna… we’ll continue to send you collateral, and then we do an SME, or we do a co-branded asset. Like, I want to have those…
161 00:19:46.880 ⇒ 00:19:47.240 Robert Tseng: Yep.
162 00:19:47.240 ⇒ 00:19:51.680 Uttam Kumaran: The minimum expectation for our partners
163 00:19:53.040 ⇒ 00:20:04.360 Uttam Kumaran: And then that way, like, we do the things… again, this is a similar, like, some of these are going to work, some of these aren’t, and so I want to make sure that we do all the activities necessary for them to convert, and honestly.
164 00:20:04.620 ⇒ 00:20:09.490 Uttam Kumaran: A lot of these, they’re not sending us just because they’re very busy. Like, I know that for a fact.
165 00:20:09.780 ⇒ 00:20:10.320 Uttam Kumaran: And so…
166 00:20:10.320 ⇒ 00:20:11.000 Robert Tseng: Yeah.
167 00:20:11.590 ⇒ 00:20:16.569 Uttam Kumaran: like, feedback from them is very positive, they want to work with us, so I’m like, what is the gap, you know, right now?
168 00:20:16.980 ⇒ 00:20:25.539 Robert Tseng: Yeah, I mean, I think I… sometimes I feel like it’s the… it’s the curse of, like, selling to your friends and family, where they’re all like, oh yeah, I would love to support you, and then they’re.
169 00:20:25.540 ⇒ 00:20:38.319 Uttam Kumaran: No, there are certain… some of that, and those people we need to eliminate. Those people we need to… I’m certainly not doing a good job, because anyone I know who’s, like, just doing business, I’m like, find a way to send us leads. Those people we need to, like.
170 00:20:38.800 ⇒ 00:20:47.389 Uttam Kumaran: keep at, like… I can talk to you over text about, like, what we do. The people who are, like, real businesses, like, contextual, real…
171 00:20:47.600 ⇒ 00:20:54.889 Uttam Kumaran: Omni, like, Mother Duck, like, all these bigger agencies, those are the guys where, like.
172 00:20:55.330 ⇒ 00:20:57.950 Uttam Kumaran: We need to hit super hard.
173 00:20:58.100 ⇒ 00:21:02.249 Uttam Kumaran: And it almost needs to probably get closer to more of, like, managing a client.
174 00:21:02.460 ⇒ 00:21:05.189 Uttam Kumaran: You know, and we have less of them, ideally.
175 00:21:05.730 ⇒ 00:21:06.380 Robert Tseng: Yeah.
176 00:21:07.060 ⇒ 00:21:25.030 Robert Tseng: So that, to me, was, like, kind of the… one of the purposes of having Hannah be focused on, like, just strategic accounts and partners. Maybe the volume was too hot… too much as well, so we can discuss this probably in a different call. I don’t want to hijack this entirely. But I just want to call out that we did have… we do have this page.
177 00:21:25.030 ⇒ 00:21:28.229 Robert Tseng: We have a couple other docs, actually, where we kind of…
178 00:21:28.230 ⇒ 00:21:49.199 Robert Tseng: set the status of our partners and the level of engagement that we expect to have with them. Like, Tier 1 partners, we’re following up with weekly, bi-weekly, or whatever. Tier 2, we’re checking in every month, you know, and, you know, kind of to what Tom was saying, having this minimum standard of working with us where they need to… like, it’s a mutual thing. We need… we need to be able to see that they’re willing to actually
179 00:21:49.200 ⇒ 00:21:51.970 Robert Tseng: Co-host things with us, co-author, whatever, like, you know.
180 00:21:51.970 ⇒ 00:22:04.169 Robert Tseng: coming up with that list of act… that minimum list of activities that we need to do to continue to qualify… to keep them as a qualified partner. Like, I think we have… we haven’t really…
181 00:22:04.290 ⇒ 00:22:18.569 Robert Tseng: yeah, we haven’t, been that organized around that. So, I do think that’s… that’s contributing to us, like, not having a good handle, like, more control over, like, our partner, lead generation process, so…
182 00:22:18.760 ⇒ 00:22:35.669 Robert Tseng: Okay, so I’m just gonna call that out for now. I think if we need another time this week, we can do that. I think Utam and I, when we’re meeting in person in a couple days, will probably focus on… on that, because I do think this is a… our network is sitting on a bunch of leads that we could just activate off of our partners.
183 00:22:36.150 ⇒ 00:22:41.620 Robert Tseng: Cis, I think we took out, so I don’t think we’re doing, kind of.
184 00:22:41.620 ⇒ 00:22:44.900 Uttam Kumaran: Yeah, I agree. Like.
185 00:22:44.900 ⇒ 00:22:45.460 Robert Tseng: Yeah.
186 00:22:46.250 ⇒ 00:22:49.339 Robert Tseng: So, we are just going to…
187 00:22:49.340 ⇒ 00:22:53.829 Uttam Kumaran: You can add… you can add another one, or… or just… just leave it… just leave it there.
188 00:22:54.150 ⇒ 00:22:55.889 Robert Tseng: Yeah, I’ll just leave it. Okay.
189 00:22:56.510 ⇒ 00:22:58.479 Robert Tseng: Yeah, I’m just ignoring it for now, it’s fine.
190 00:22:58.960 ⇒ 00:23:04.190 Robert Tseng: Yeah, I will say the qualified leads per week,
191 00:23:04.500 ⇒ 00:23:19.799 Robert Tseng: I know this team has kind of, like, shifted a lot. We’ve, like, tried different structures of adding people here and there. I know Justina just started, but this is probably, Justina, for you, the main thing that we will probably work with you to try to focus on driving this particular initiative.
192 00:23:19.800 ⇒ 00:23:29.819 Robert Tseng: like, out of the different playbooks that we’re running, like, how do we get 30 leads per week out of them? So, we’re gonna walk you through all of those playbooks, like.
193 00:23:29.890 ⇒ 00:23:39.699 Robert Tseng: I will… I’ll do that more specifically when we do our 101 later today. But this is the main thing that really drives, you know.
194 00:23:40.000 ⇒ 00:23:44.959 Robert Tseng: this is our pipeline goal, and so if you go into HubSpot, once you get onboarded.
195 00:23:44.960 ⇒ 00:24:04.069 Robert Tseng: you’ll see kind of what our pipeline’s at. I don’t think it’s at 300K, it’s, you know, every lead starts at, like, around 5K, so I would say we’re probably, like, 25% of this right now, just because, you know, things have really slowed down. So, really looking to have you be involved and help us to get these numbers back up.
196 00:24:06.360 ⇒ 00:24:17.270 Robert Tseng: Yeah, as far as 3 campaigns, like GigRadar. So, maybe I would want to get an update on what GigRadar adjustments have we made? We extended them for another month, like, what’s… what’s the deal here? Like, yeah.
197 00:24:19.720 ⇒ 00:24:23.529 Hannah Wang: Yeah, Ryan, you want to give the update that we… from our meeting last Friday?
198 00:24:23.770 ⇒ 00:24:37.910 Ryan Brosas: Yeah, so, as per the meeting I was on with, Hannah, I added some other keywords variation on our tracker, over the weekend, so,
199 00:24:38.240 ⇒ 00:24:42.560 Ryan Brosas: Yeah, and also, like, we also, like, wait…
200 00:24:42.730 ⇒ 00:24:50.900 Ryan Brosas: like, change the whole copy to make it much more concise as per the meeting with the GigRader team.
201 00:24:51.230 ⇒ 00:24:58.780 Ryan Brosas: And we already, like, addressed that on our, session, with, session with Hannah last Friday.
202 00:24:58.960 ⇒ 00:25:00.720 Ryan Brosas: Yeah.
203 00:25:00.840 ⇒ 00:25:11.880 Ryan Brosas: And, as I said, last meeting with Hannah, that I will add, additional, like, variation of keywords. I already done that.
204 00:25:12.070 ⇒ 00:25:15.129 Ryan Brosas: Yeah, I think that’s.
205 00:25:15.130 ⇒ 00:25:15.750 Robert Tseng: What’s the goal?
206 00:25:16.360 ⇒ 00:25:25.479 Ryan Brosas: Yeah, so the goal is to launch more, like, Tracker, because, as the GigRaider, team
207 00:25:25.870 ⇒ 00:25:32.280 Ryan Brosas: told us that there is not, like, detecting a lot of results. So, as the…
208 00:25:32.780 ⇒ 00:25:40.440 Ryan Brosas: So I see this as a keyword problem, so, so my thinking here is to apply more, like.
209 00:25:40.590 ⇒ 00:25:46.190 Ryan Brosas: Tracker, or, like, what they call this? A scanner, with other version of, like.
210 00:25:46.470 ⇒ 00:25:52.720 Ryan Brosas: Keywords of, like, specific keywords that is still related to our services or offer.
211 00:25:53.080 ⇒ 00:25:56.639 Uttam Kumaran: So what is our current proposals per month right now?
212 00:25:57.940 ⇒ 00:25:59.570 Ryan Brosas: So… let’s see…
213 00:25:59.570 ⇒ 00:26:09.149 Hannah Wang: I mean, for UTAM, it was zero, but you added the verification, and I think we… we said on Friday that we monitor if proposals are.
214 00:26:09.150 ⇒ 00:26:15.240 Uttam Kumaran: More of my point here is we have 3 more weeks, right? Or whatever since we bought it, we have 3 weeks.
215 00:26:15.500 ⇒ 00:26:20.400 Uttam Kumaran: So, we should just… we need to make these changes, like, Now.
216 00:26:20.900 ⇒ 00:26:23.290 Ryan Brosas: Yeah. Whatever the changes they proposed.
217 00:26:23.680 ⇒ 00:26:29.010 Uttam Kumaran: We should make that, like, now, because otherwise we have no time to… to test.
218 00:26:29.320 ⇒ 00:26:35.749 Uttam Kumaran: And to see whether this is working. And then I also can’t blame the Gig Radar team, because
219 00:26:36.080 ⇒ 00:26:39.280 Uttam Kumaran: they told us to make a bunch of changes, and then we didn’t make them. So…
220 00:26:40.060 ⇒ 00:26:43.850 Uttam Kumaran: We have to make these now, otherwise there’s gonna be no time to test whether this is working.
221 00:26:43.850 ⇒ 00:26:58.970 Robert Tseng: Yeah, I mean, my gut last time I looked at this was it was probably sending 20 proposals a month. I think our target is just more narrow. We have budget restrictions, like, we’re not, you know, we’re not bottom feeding, like, on Upwork, so…
222 00:26:58.970 ⇒ 00:27:05.220 Robert Tseng: Like, I don’t actually think there are that many. Like, maybe with their changes, they might increase us to 30 a month.
223 00:27:05.400 ⇒ 00:27:22.280 Robert Tseng: But I don’t think that has a material impact on my account. That might give me, like, I think 20-25% respond on mine, so I think I get 5 responses a month off of GigRadar outbound stuff, and that’s… Upwork still gives me some inbound outside of that.
224 00:27:22.350 ⇒ 00:27:32.010 Robert Tseng: But, you know, that is gonna maybe increase my proposal count by, like, 2. Like, my actual, like, count. So, I don’t actually think it’s material for me.
225 00:27:32.300 ⇒ 00:27:45.379 Robert Tseng: But if their advice is able to activate Utam’s account, that’s different. Like, I… I just… I don’t really think their optimization… my hypothesis is it’s not going to do much for me. It may help UTAM and get his account warm, which is…
226 00:27:45.520 ⇒ 00:27:57.209 Robert Tseng: what I would want to see. If they are not able to activate Utam’s account, this is not worth it. Like, we can manually have some… we can hire… we can have someone on our team manually send the 20 proposals a month from my account, and it’s not much.
227 00:28:00.610 ⇒ 00:28:02.559 Uttam Kumaran: So, do you guys know what this is right now?
228 00:28:03.450 ⇒ 00:28:13.780 Ryan Brosas: So, the current, stuff that we are… well, for the… for Utam’s side, we still haven’t sending one, so…
229 00:28:13.990 ⇒ 00:28:19.259 Ryan Brosas: I’m not sure if this is still, like, a greater problem, or, like, it’s.
230 00:28:19.260 ⇒ 00:28:23.090 Uttam Kumaran: How much are we sending in total from the platform?
231 00:28:23.820 ⇒ 00:28:30.700 Ryan Brosas: From the platform, yes. Whoa…
232 00:28:31.720 ⇒ 00:28:37.060 Ryan Brosas: Yeah, so, the total that we’re sending is 22.
233 00:28:37.250 ⇒ 00:28:38.450 Ryan Brosas: bid for us.
234 00:28:39.360 ⇒ 00:28:39.890 Ryan Brosas: at the.
235 00:28:39.890 ⇒ 00:28:41.749 Robert Tseng: Yeah, okay, that’s what I expected.
236 00:28:42.200 ⇒ 00:28:50.460 Uttam Kumaran: Okay, do you want to just put 22 here? And then, yeah, I think for Ryan and Hannah, like, I want… we should make these changes, like, now.
237 00:28:50.820 ⇒ 00:28:58.160 Uttam Kumaran: Like, it’s been a week or a week and a half now since last time we talked to them. So basically, we’re in this kind of, like, nothing has happened.
238 00:28:58.310 ⇒ 00:28:59.339 Uttam Kumaran: on this.
239 00:28:59.500 ⇒ 00:29:00.630 Uttam Kumaran: So…
240 00:29:01.220 ⇒ 00:29:09.319 Uttam Kumaran: yeah, like, I don’t know what to do. So, can you guys give us a timeline on, like, when we could make some of these changes?
241 00:29:11.460 ⇒ 00:29:13.490 Uttam Kumaran: And, like, see whether this makes an impact.
242 00:29:17.060 ⇒ 00:29:22.329 Hannah Wang: Yeah, Ryan, didn’t we apply some of the changes on your Tom’s account last Friday, or did.
243 00:29:22.330 ⇒ 00:29:22.840 Ryan Brosas: delete.
244 00:29:22.840 ⇒ 00:29:23.620 Hannah Wang: them on.
245 00:29:24.060 ⇒ 00:29:34.799 Ryan Brosas: Yeah, it’s already turned on. I’m not sure how is… how this platform works, so it’s kind of, like, not sending still on Otam’s side.
246 00:29:34.950 ⇒ 00:29:38.179 Ryan Brosas: So that’s kind of my, my…
247 00:29:38.180 ⇒ 00:29:41.180 Uttam Kumaran: But, like, this is what I… but this is what I’m saying, like.
248 00:29:41.800 ⇒ 00:29:50.699 Uttam Kumaran: just email them or find… fix it. Like, I don’t know what else to say. Like, call them and see what they’re saying about why it’s not sending.
249 00:29:50.890 ⇒ 00:29:51.860 Robert Tseng: When I set it up.
250 00:29:52.330 ⇒ 00:29:53.330 Uttam Kumaran: It was sending him…
251 00:29:53.330 ⇒ 00:29:53.700 Robert Tseng: Thomps.
252 00:29:53.700 ⇒ 00:29:54.430 Uttam Kumaran: Yeah, like, wheelchair.
253 00:29:54.430 ⇒ 00:29:54.980 Robert Tseng: Gotcha, yeah.
254 00:29:54.980 ⇒ 00:30:00.600 Uttam Kumaran: We just have talked too much about this problem at this point, like, either I’m gonna have to go do this.
255 00:30:00.720 ⇒ 00:30:04.230 Uttam Kumaran: Or, like, I would really appreciate if you guys could just figure this out.
256 00:30:04.900 ⇒ 00:30:11.440 Uttam Kumaran: So, like, by Wednesday, can we just have, like, an update on whether this is working and, like, proposals are coming from my account?
257 00:30:12.230 ⇒ 00:30:13.270 Hannah Wang: Yeah, sure.
258 00:30:13.500 ⇒ 00:30:14.020 Robert Tseng: Okay.
259 00:30:14.020 ⇒ 00:30:35.750 Robert Tseng: Okay, yes, I mean, my… my… I think it can be done. Like, when I set it up, it was sending from both of our accounts, so I don’t really think that’s a problem. Like, I think you guys can figure it out. But for Utom’s account, I think you should be more lax on the budget. I think because it doesn’t have, like, whatever, job history or whatever, I think it… that does have an impact. So, I do see that some of the… I monitor it occasionally. Some things have changed.
260 00:30:35.750 ⇒ 00:30:45.940 Robert Tseng: adding those updates impacted his account. He’s now considered a quote-unquote rising talent, so he’ll show up more on searches and stuff, so I do think that the stuff that you guys have done
261 00:30:45.940 ⇒ 00:30:57.780 Robert Tseng: has made an impact, but I don’t real… I don’t think you guys realize that it is. Like, I… I noticed it, like, yesterday or two days ago. So I think that’s… that’s… that is positive directionality, but…
262 00:30:57.860 ⇒ 00:31:11.860 Robert Tseng: still, yeah, needing to send stuff from this account. I think we should drop the budget thresholds. Like, we should expect to break even or take a loss on, like, a couple of the initial ones on Utam’s account. Like, my first Upwork contract was, like, $5, like.
263 00:31:11.860 ⇒ 00:31:19.769 Robert Tseng: whatever. Like, it was, like, a looker thing where I called some dude in Germany. Like, I… I think, like, that may be what it takes to get, like, a couple
264 00:31:19.770 ⇒ 00:31:31.009 Robert Tseng: just to be able to… to… to seed the algorithm, and with some reviews on his account. Like, we just… we have to use these types of gimmicks and try to figure out how to crack… crack it, like, and it can be done.
265 00:31:31.010 ⇒ 00:31:35.079 Hannah Wang: So… so what do you recommend the minimum budget to be?
266 00:31:35.440 ⇒ 00:31:38.110 Robert Tseng: Just… just… just don’t have… I mean, I don’t know.
267 00:31:38.110 ⇒ 00:31:39.290 Hannah Wang: Do you have one? Okay.
268 00:31:39.290 ⇒ 00:31:40.570 Robert Tseng: Yeah, they’ll have one, yeah.
269 00:31:41.050 ⇒ 00:31:43.669 Hannah Wang: Okay, because we’ve been more strict on your account, but I think.
270 00:31:43.670 ⇒ 00:31:46.750 Robert Tseng: Yeah, on mine it needs to be, but on his it shouldn’t, yeah.
271 00:31:46.880 ⇒ 00:31:57.589 Hannah Wang: Okay, so Ryan, let’s do that today, and then let’s monitor it, and if something doesn’t happen, then I’m gonna email Victor, and we can set up a call with him.
272 00:31:58.150 ⇒ 00:31:58.969 Hannah Wang: So, yeah.
273 00:31:59.200 ⇒ 00:32:00.320 Ryan Brosas: Yeah. Okay.
274 00:32:02.720 ⇒ 00:32:19.240 Robert Tseng: Cool. I’ll turn it over really soon. Let me just kind of go through this section one more time. So, yeah, HubSpot tracking, I think this is another thing that Justina will directly be impacting. We do have HubSpot set up, so you’ll get a tour of that and all of our statuses.
275 00:32:19.340 ⇒ 00:32:31.200 Robert Tseng: I do think that there is kind of a disconnect between what… how HubSpot statuses are set up, and maybe how we talk about, the vernacular we use, and, like, the rest of the…
276 00:32:31.660 ⇒ 00:32:43.120 Robert Tseng: conversations on our… on our team are probably a little bit different, so I think we’ll probably have to help you spot those issues and, kind of… you can help us to make any changes that need to be done there.
277 00:32:43.210 ⇒ 00:33:01.529 Robert Tseng: But yeah, I think, you know, the basic things are making sure that HubSpot is catching everything that we’re doing when we’re logging, emails or messages, and not everything has a direct integration to the platform. So Utama and I often kind of just, like, call out in the sales channel.
278 00:33:01.530 ⇒ 00:33:17.900 Robert Tseng: like, hey, Justina, can you, like, sync this to this lead, or whatever? And maybe that’s, like, you know, something that you’ll have to kind of help us with until we can get something more automated there. And then, yeah, also, just new leads. Like, sometimes…
279 00:33:18.040 ⇒ 00:33:33.389 Robert Tseng: we get intro to new folks that we’re not going to go into HubSpot and create all of the different fields, so we would just… we’ll just throw it in Slack, and that’ll be assigned to you. So that’s, those are just a couple examples of how that… how that workflow will probably come your way this week.
280 00:33:33.560 ⇒ 00:33:34.240 Justina Spinn: Okay.
281 00:33:35.170 ⇒ 00:33:43.300 Robert Tseng: Okay, cool. Alright, I want to turn it over to, Hannah and Ryan. I know you guys probably have some stuff you want our feedback on.
282 00:33:43.840 ⇒ 00:33:44.620 Robert Tseng: Yeah.
283 00:33:46.550 ⇒ 00:33:50.590 Hannah Wang: Ryan, do you wanna go? I can… or I can go, I guess. Huh?
284 00:33:50.590 ⇒ 00:33:59.279 Ryan Brosas: Yeah, I can go first. So, for the update, we already finished on the Hayridge activation.
285 00:33:59.450 ⇒ 00:34:05.059 Ryan Brosas: So I think that, on the email part, we all have, like, at least, like.
286 00:34:05.430 ⇒ 00:34:12.800 Ryan Brosas: 8 responses on our cold outreach, and, like, there’s, like, a good response on Hey Rich’s campaign.
287 00:34:13.080 ⇒ 00:34:16.980 Ryan Brosas: I think that’s already done, and .
288 00:34:16.989 ⇒ 00:34:22.939 Uttam Kumaran: We’ll let the campaigns cheat, and then also… yeah, let’s just, like, use that as a reference.
289 00:34:23.380 ⇒ 00:34:24.130 Ryan Brosas: That’s true.
290 00:34:31.000 ⇒ 00:34:40.179 Ryan Brosas: So, I already updated the campaign, marketing, the campaign tracker here.
291 00:34:40.320 ⇒ 00:34:43.839 Ryan Brosas: And I think, we already have, like,
292 00:34:44.210 ⇒ 00:34:48.989 Ryan Brosas: So, 3, as for, Hannah, So…
293 00:34:54.520 ⇒ 00:35:12.229 Ryan Brosas: So, yeah, I think, we already have, like, a good, responses on, here, which from Robert’s account and, Tom’s account. And, yeah, I think that’s a good campaign. I think we can, start another campaign for,
294 00:35:12.490 ⇒ 00:35:17.309 Ryan Brosas: for lookalike, like, healthy, or, Urban STEM as.
295 00:35:17.310 ⇒ 00:35:24.040 Uttam Kumaran: Let’s just talk about the… let’s just close out the ShopTalk ones right now. So, I guess, Robert, what’s your feedback on…
296 00:35:25.140 ⇒ 00:35:26.829 Uttam Kumaran: On those. Can you scroll back up?
297 00:35:29.270 ⇒ 00:35:53.179 Robert Tseng: Yeah, I think the Shop Cop campaign did well, like, probably one of our best, like, I think I have over 20% connection, some good messages. I talked to the Matt Reese CEO the last week from it, so… I mean, I think what I want to do from that is, for all those that accept it, I want to have a follow-up message with them, especially since, you know, it’s like, hey, flying in tomorrow, like, look forward to seeing you there, and then try to set up some meetings with
298 00:35:53.180 ⇒ 00:35:58.889 Robert Tseng: folks there, so I think there’s… that, to me, is a to-do to kind of pass to Ryan. Like, I want us to…
299 00:35:58.890 ⇒ 00:36:07.589 Robert Tseng: I don’t know if you’ll schedule it through HeyReach, or you’ll just manually send it, like, but I’m just gonna give you another sequence to go back to those people who did respond positively.
300 00:36:08.600 ⇒ 00:36:12.690 Ryan Brosas: Yeah, I think I will do that, manually, so…
301 00:36:12.690 ⇒ 00:36:13.380 Robert Tseng: Okay.
302 00:36:16.110 ⇒ 00:36:26.380 Ryan Brosas: And, yeah, for other campaign that we did last… We, for…
303 00:36:26.670 ⇒ 00:36:38.729 Ryan Brosas: ABC Home, yeah. So, currently, we did, run for, like, an instant lead campaign for it. So, it’s currently running, and it’s on Step 3.
304 00:36:38.870 ⇒ 00:36:42.029 Ryan Brosas: And also, like, we did a…
305 00:36:42.170 ⇒ 00:36:45.429 Ryan Brosas: We started a heritage campaign also for that.
306 00:36:45.540 ⇒ 00:36:48.089 Ryan Brosas: And it’s a follow-up.
307 00:36:48.790 ⇒ 00:36:53.749 Ryan Brosas: Response, so we got, like, 4 accepted.
308 00:36:53.890 ⇒ 00:37:01.700 Ryan Brosas: Requests here, so this is a really, like, 400 leads for it, so,
309 00:37:02.630 ⇒ 00:37:10.240 Ryan Brosas: I think it’s still going to take a lot… a bit longer than a usual campaign that we’re currently running.
310 00:37:10.340 ⇒ 00:37:18.260 Ryan Brosas: So, yeah, I will still, like, tracking this and give, like, like, an update here in our, like.
311 00:37:18.560 ⇒ 00:37:20.350 Ryan Brosas: Left channel.
312 00:37:20.560 ⇒ 00:37:25.909 Ryan Brosas: For that, this is also… and…
313 00:37:26.320 ⇒ 00:37:32.980 Ryan Brosas: what calls? So, I think I will be continuing the route people, like, tech plus tequila.
314 00:37:32.980 ⇒ 00:37:35.060 Uttam Kumaran: No, we should… I think that’s…
315 00:37:35.060 ⇒ 00:37:36.249 Hannah Wang: Close that, yeah.
316 00:37:36.470 ⇒ 00:37:38.200 Ryan Brosas: Oh, okay, sure.
317 00:37:38.520 ⇒ 00:37:41.839 Ryan Brosas: So, yeah, I think, we do…
318 00:37:41.840 ⇒ 00:37:43.740 Uttam Kumaran: Still, is that one still active?
319 00:37:45.260 ⇒ 00:37:49.759 Ryan Brosas: No, we… we paused the Hey Rich stuff for follow-up.
320 00:37:49.760 ⇒ 00:37:54.129 Uttam Kumaran: And in this spreadsheet, in the spreadsheet, it says active, though.
321 00:37:54.470 ⇒ 00:37:55.970 Ryan Brosas: Yeah. That’s my point.
322 00:37:55.970 ⇒ 00:37:57.329 Hannah Wang: Oh, I didn’t change it.
323 00:37:57.980 ⇒ 00:37:59.779 Ryan Brosas: This is for…
324 00:38:00.390 ⇒ 00:38:08.130 Ryan Brosas: email, we are finished with the email, and we are… for the HeReach, it’s more of, like, a follow-up than.
325 00:38:08.130 ⇒ 00:38:15.990 Uttam Kumaran: No, no, no, I don’t really care, I know, but can we go through the active campaigns? Which one… is that spreadsheet up to date?
326 00:38:17.520 ⇒ 00:38:18.040 Uttam Kumaran: like.
327 00:38:18.040 ⇒ 00:38:19.470 Hannah Wang: No, I didn’t change it.
328 00:38:19.710 ⇒ 00:38:21.229 Hannah Wang: Well, most of it is vibes.
329 00:38:21.230 ⇒ 00:38:24.049 Uttam Kumaran: Right now, just make sure this is up-to-date, because otherwise we’re going to lose.
330 00:38:24.050 ⇒ 00:38:24.600 Hannah Wang: Yes.
331 00:38:24.800 ⇒ 00:38:26.130 Uttam Kumaran: I’m in this meeting.
332 00:38:26.130 ⇒ 00:38:30.879 Hannah Wang: I feel like there’s a lot of ones that are active that are, like,
333 00:38:31.160 ⇒ 00:38:32.690 Hannah Wang: Let me pull it up, too.
334 00:38:33.650 ⇒ 00:38:44.020 Hannah Wang: Let’s just go through it and… or actually, Ryan, we should have done this before, so my fault. Let me pause it. Okay, I’ll just share my screen.
335 00:38:44.940 ⇒ 00:38:50.479 Hannah Wang: Alright, so the ones that are active, ShopTalk, I feel like these are…
336 00:38:50.640 ⇒ 00:38:54.510 Hannah Wang: Active, but do we want to have, like, another status that’s, like.
337 00:38:55.690 ⇒ 00:38:59.830 Hannah Wang: I don’t know, because I don’t want to look at the LinkedIn stuff every time, like, this is.
338 00:38:59.830 ⇒ 00:39:04.580 Uttam Kumaran: Yeah, I guess, Rob, what do you think? Like, do you want to have this here, or should this not be tracked on this sheet?
339 00:39:05.110 ⇒ 00:39:09.510 Robert Tseng: Yeah, I mean, I see that this is, like, supposed to be everything that we’re running,
340 00:39:09.960 ⇒ 00:39:15.759 Robert Tseng: I honestly don’t look at this sheet, so I’m… I’m not… doesn’t really have an impact on me, but I…
341 00:39:17.110 ⇒ 00:39:20.339 Robert Tseng: Yeah, for the content stuff, like, is that necessary to be on this?
342 00:39:20.340 ⇒ 00:39:24.259 Uttam Kumaran: Well, the reason I want to have it is because I want to track the leads that are coming from that.
343 00:39:24.480 ⇒ 00:39:25.260 Robert Tseng: Alright, safe.
344 00:39:25.920 ⇒ 00:39:27.050 Uttam Kumaran: So, yeah, I guess Hannah.
345 00:39:27.050 ⇒ 00:39:30.519 Robert Tseng: Yeah, let’s just leave it active. Create a new view.
346 00:39:30.630 ⇒ 00:39:36.299 Uttam Kumaran: right here in Sheets, if you want, but I would still like to see that, because I want to see the metrics from that.
347 00:39:36.300 ⇒ 00:39:39.100 Robert Tseng: Yeah, I mean, let’s just keep it active until it’s… until it’s out.
348 00:39:39.100 ⇒ 00:39:39.630 Uttam Kumaran: Yeah.
349 00:39:40.340 ⇒ 00:39:47.249 Hannah Wang: And then for all the partnership ones, should I consider these active too? Because it’s, like, throughout the whole quarter.
350 00:39:47.250 ⇒ 00:39:52.870 Uttam Kumaran: I guess, like, I think all of these I want to see, but if you don’t want to see them, you can just create a new view.
351 00:39:52.990 ⇒ 00:39:59.270 Uttam Kumaran: Like, you can create a new… directly in… in Sheets, like, right here.
352 00:39:59.820 ⇒ 00:40:04.200 Uttam Kumaran: And… You can just create another one and filter it out, yeah.
353 00:40:04.410 ⇒ 00:40:12.869 Uttam Kumaran: Because these are all… these are all things that we should be doing with metrics associated, so I don’t feel comfortable not having it. There’s no other place.
354 00:40:13.220 ⇒ 00:40:13.790 Hannah Wang: Huh.
355 00:40:14.330 ⇒ 00:40:15.090 Hannah Wang: Okay.
356 00:40:15.270 ⇒ 00:40:17.200 Hannah Wang: That’s fine, we can keep it.
357 00:40:17.340 ⇒ 00:40:23.449 Hannah Wang: So, Ryan, do you have an… what… which one… is this paused, or is this still ongoing?
358 00:40:24.420 ⇒ 00:40:28.210 Robert Tseng: That should be… that should be paused, like, I don’t think that’s a…
359 00:40:28.580 ⇒ 00:40:32.209 Ryan Brosas: Yeah, that is false, I’m sorry, I haven’t updated that.
360 00:40:33.670 ⇒ 00:40:40.180 Hannah Wang: Alright, so all the active ones that are not promotions, event, attendance, and LinkedIn is…
361 00:40:40.900 ⇒ 00:40:43.190 Hannah Wang: ShopTalk, which Robert gave up.
362 00:40:43.190 ⇒ 00:40:45.650 Uttam Kumaran: Can you sort this by status now?
363 00:40:46.120 ⇒ 00:40:48.779 Hannah Wang: How do I do that? Like that?
364 00:40:50.400 ⇒ 00:40:52.309 Uttam Kumaran: Okay, so this should be accurate, right?
365 00:40:52.790 ⇒ 00:41:00.400 Hannah Wang: Yeah, so ShopTalk, ABC, and I think we have room for more, because we’re not doing Propel, which I…
366 00:41:00.780 ⇒ 00:41:05.600 Hannah Wang: proposed, but I feel like it’s low priority. So we can take on one more campaign for this week.
367 00:41:08.770 ⇒ 00:41:10.130 Hannah Wang: Yeah, so…
368 00:41:10.970 ⇒ 00:41:16.369 Hannah Wang: another lookalike? I know Utam is pushing that, but Robert, do you have anything that you want to push?
369 00:41:18.390 ⇒ 00:41:22.349 Robert Tseng: Yeah, no, I don’t have one off the top of my head.
370 00:41:23.950 ⇒ 00:41:30.340 Uttam Kumaran: I would… I would like us to just do the lookalikes, because… There’s no reason not to.
371 00:41:32.470 ⇒ 00:41:39.279 Hannah Wang: Okay, so should we do the healthy one, right here? Oh, I guess it’s low priority, but…
372 00:41:39.630 ⇒ 00:41:41.670 Robert Tseng: Did you do the Urban Stems one before?
373 00:41:41.670 ⇒ 00:41:43.489 Uttam Kumaran: I would do the Urban Stems one.
374 00:41:43.490 ⇒ 00:41:51.500 Ryan Brosas: Yeah, for the urban stamps, I already made a company list for that, so I’m just going to ask for, like.
375 00:41:51.500 ⇒ 00:42:03.949 Ryan Brosas: a stricter filter for that, as we did, as we did for, ABC Home. Like, it’s, like, located only on, on Texas area.
376 00:42:03.950 ⇒ 00:42:12.319 Uttam Kumaran: Yeah, so I don’t want to discuss, we don’t have to discuss it now, but you can just send the brief with whatever details, and we can discuss it all there.
377 00:42:13.700 ⇒ 00:42:24.209 Robert Tseng: Yeah, there’s actually one more that I shared last week, Ryan, that was, like, the New York-based venture funded startups. Like, that would just be a connection or campaign for my account. I think that’s a pretty easy one.
378 00:42:24.860 ⇒ 00:42:37.939 Ryan Brosas: Yes, I already did that, and it’s already on… on the list here in Campaign… Marketing Hub, and yeah, I will be… I already sent that to the, what do you call it, thread?
379 00:42:38.220 ⇒ 00:42:39.080 Ryan Brosas: But yeah.
380 00:42:39.280 ⇒ 00:42:54.520 Uttam Kumaran: Is that this one? But I just want to make sure, Ryan, all campaigns need to be tracked here and marked as active. So for… like, we can’t… we have to have it in the sheet. So, is it in this right now? If not, let’s just create it right now.
381 00:42:54.980 ⇒ 00:42:56.729 Ryan Brosas: No, not yet, because…
382 00:42:56.730 ⇒ 00:43:11.630 Uttam Kumaran: Okay, so please, just like anything, and also, again, it has to go through some sort of approval process where there’s a brief, and it makes it in this, right? So I don’t want to be starting campaigns without it ending up in here.
383 00:43:11.740 ⇒ 00:43:17.049 Uttam Kumaran: So, please, if you could just add all the campaigns here, otherwise we’re just gonna have to…
384 00:43:17.410 ⇒ 00:43:24.059 Uttam Kumaran: have another meeting to sort of do… walk through this every week. And then for each of these, I want to make sure that we have
385 00:43:24.180 ⇒ 00:43:33.390 Uttam Kumaran: the lead list, if we have them, I want to make sure that all these have… have dates, and then activities, and then, again, for this meeting.
386 00:43:33.450 ⇒ 00:43:48.270 Uttam Kumaran: I don’t want to… we don’t want to go through and look at status, we want to look at the performance, right? So, ideally, this meeting, I want to look at how many outbound messages were sent, or how many activities were done, and then what’s the conversion rate. So, it’s clear that for a lot of these…
387 00:43:48.380 ⇒ 00:43:51.339 Uttam Kumaran: they’re missing… They’re missing those.
388 00:43:53.120 ⇒ 00:43:53.710 Ryan Brosas: being…
389 00:43:53.710 ⇒ 00:43:56.999 Uttam Kumaran: So that’s a discussion, again, I’d like to have this week.
390 00:43:57.130 ⇒ 00:44:02.300 Uttam Kumaran: On, like, if… on, like, having this dash… having this thing up to date with all the information.
391 00:44:04.190 ⇒ 00:44:10.500 Robert Tseng: Yeah, so let’s… let’s schedule another one for Wednesday to have it all updated, because if we didn’t get to it today, we should… we still need to get to it this week.
392 00:44:10.510 ⇒ 00:44:11.170 Uttam Kumaran: Okay.
393 00:44:11.410 ⇒ 00:44:11.960 Robert Tseng: Yeah.
394 00:44:14.040 ⇒ 00:44:20.780 Hannah Wang: Oh, I guess… so for, like, these ones, do you think they have a lead list, or should I just leave it blank?
395 00:44:20.780 ⇒ 00:44:27.469 Uttam Kumaran: No, they don’t need a lead list, but then there’s no… there’s no performance metrics on these, like, if you go to the right. So there’s nothing about how many…
396 00:44:27.630 ⇒ 00:44:34.040 Uttam Kumaran: How many total posts are going out, like, the total likes, the total impressions. So those each need to be updated.
397 00:44:37.180 ⇒ 00:44:43.400 Uttam Kumaran: Right, like, so anything active needs to have, like, per total performance. These are all, like, pretty empty.
398 00:44:44.150 ⇒ 00:44:45.760 Hannah Wang: Yep, that’s my bad.
399 00:44:46.160 ⇒ 00:44:52.640 Robert Tseng: Okay, we’re only even asking for it, like, once a week. Like, for our clients, we’re doing this, like, twice a day for them, so, like.
400 00:44:52.640 ⇒ 00:44:53.430 Uttam Kumaran: Yeah, so…
401 00:44:53.430 ⇒ 00:44:55.859 Robert Tseng: If we… we can’t do it once a week.
402 00:44:55.860 ⇒ 00:45:03.630 Uttam Kumaran: But, like, I’m just, like, I’m just concerned because this is now the week two that I’m asking about keeping this spreadsheet up to date.
403 00:45:03.780 ⇒ 00:45:04.860 Uttam Kumaran: And, like…
404 00:45:05.180 ⇒ 00:45:20.600 Uttam Kumaran: we can’t have a conversation about the campaigns if this isn’t, like, active, right? And so, like, I’m not… I don’t want to discuss in this meeting, like, a specific campaign. I want to talk about, like, what’s working. We’re gonna… we need to be running 10 to 15, 20 of these at a time.
405 00:45:20.850 ⇒ 00:45:32.179 Uttam Kumaran: But, like, we’re not going to go in-depth on one, like, we can do all that async in Slack. I want to just look at their broad performance. The next piece is, this will all get put into a dashboard eventually, so we have to have the raw data here.
406 00:45:33.230 ⇒ 00:45:33.960 Hannah Wang: Okay.
407 00:45:35.550 ⇒ 00:45:36.429 Uttam Kumaran: Okay, cool.
408 00:45:39.230 ⇒ 00:45:41.759 Hannah Wang: So are we done with this sheet? Anything else?
409 00:45:42.270 ⇒ 00:45:45.369 Uttam Kumaran: Yeah, so I would like us to do the urban stems lookalike.
410 00:45:45.760 ⇒ 00:45:50.820 Uttam Kumaran: I guess my point is that, like, I don’t think this is active until we’re, like.
411 00:45:51.060 ⇒ 00:45:52.730 Uttam Kumaran: This campaign is, like.
412 00:45:53.100 ⇒ 00:46:02.100 Uttam Kumaran: confirmed, right? So, I want to see the campaign brief with the copy and see the lead list before I can approve
413 00:46:02.670 ⇒ 00:46:04.039 Uttam Kumaran: Before I can approve that.
414 00:46:04.480 ⇒ 00:46:05.120 Uttam Kumaran: Fantastic.
415 00:46:05.120 ⇒ 00:46:06.680 Ryan Brosas: It’s not good.
416 00:46:08.530 ⇒ 00:46:09.210 Hannah Wang: Okay.
417 00:46:10.040 ⇒ 00:46:15.529 Hannah Wang: Alright, so we’ll just aim to have this filled out by Wednesday, and then we can go over it again.
418 00:46:15.940 ⇒ 00:46:16.520 Uttam Kumaran: Great.
419 00:46:17.180 ⇒ 00:46:22.900 Hannah Wang: Alright, so moving on… To partnerships and sales, so…
420 00:46:23.760 ⇒ 00:46:34.480 Hannah Wang: Okay, I mean, I feel like… I mean, yeah, Glimpse, we have the event, Coral Data, the white paper, Cody Tech, the conference, stuff with Amber I’m working on, and then…
421 00:46:34.920 ⇒ 00:46:43.800 Hannah Wang: I guess this was carried from last week, but I don’t know… yeah, we should probably send a follow-up to Fresh Paint about signing the NDA, but those are kind of the…
422 00:46:44.130 ⇒ 00:46:51.619 Hannah Wang: current partnerships that are active, and then for the sales, yeah, I’m still continually refining my…
423 00:46:51.730 ⇒ 00:46:59.230 Hannah Wang: process for this, but I’ll continue to update this tracker, if… Something comes up this week.
424 00:46:59.230 ⇒ 00:47:09.849 Robert Tseng: So, on this, so for the ones that are, like, out of the current week, we should take them out, and then, I mean, I think this is related to what we were talking about earlier, where with some of our existing partners, like.
425 00:47:10.010 ⇒ 00:47:18.150 Robert Tseng: if we’re gonna do anything to kind of work… kind of, circle back with them as well. I mean, I guess we still need to get their… our, our…
426 00:47:18.600 ⇒ 00:47:26.429 Robert Tseng: our requirements in a row or whatever, so I think maybe this process will change a little bit, but I think, you know, I’m just… just calling it out.
427 00:47:28.780 ⇒ 00:47:35.020 Hannah Wang: Yeah, so ideally, this list of partners wouldn’t be so long, right? Like, we’re just gonna be more narrow?
428 00:47:35.220 ⇒ 00:47:41.759 Robert Tseng: Yeah, it’s just gonna be the ones that we’re actually doing something with this week, or the next two weeks, that, like, there’s actually a line of sight towards the next action.
429 00:47:42.300 ⇒ 00:47:46.950 Hannah Wang: Yeah. I mean, that’s kind of what I try to do with The yes or no.
430 00:47:46.950 ⇒ 00:47:47.510 Robert Tseng: Yeah.
431 00:47:48.280 ⇒ 00:47:51.609 Hannah Wang: So yeah, that’s… that’s my update for this. Okay.
432 00:47:51.940 ⇒ 00:47:52.690 Hannah Wang: Yeah.
433 00:47:53.520 ⇒ 00:47:55.799 Hannah Wang: Anything else we want to look at?
434 00:47:56.780 ⇒ 00:47:57.950 Hannah Wang: Or talk about.
435 00:47:59.840 ⇒ 00:48:07.429 Robert Tseng: Yeah, also, like, in the future, there’s also… well, I mean, I guess because there haven’t been, like, partner source leads recently, but,
436 00:48:07.560 ⇒ 00:48:16.180 Robert Tseng: like, yeah, I also want to be able to look across and be like, okay, well, if Glyps brought us, you know, 3 leads or whatever, like, how…
437 00:48:16.310 ⇒ 00:48:33.739 Robert Tseng: and, you know, we can… we can talk about, like, what… what did we do well there? Like, you know, I can look quickly and see. We sent messages with them, we booked meetings, we met them in person, and maybe, like, the conclusion is, oh, okay, actually doing an in-person thing with them, or co-hosting an event.
438 00:48:33.740 ⇒ 00:48:39.320 Robert Tseng: like, help build momentum towards driving us leads. Like, right now.
439 00:48:39.320 ⇒ 00:48:53.580 Robert Tseng: I don’t know how to associate our partner actions with, you know, you know, driving… driving loops. Like, it’s just… like, this is just… I don’t want to just track for the sake of tracking. I want to be able to, like, actually see, like, what we’re…
440 00:48:53.670 ⇒ 00:48:57.110 Robert Tseng: Like, how… like, what actions are more important than others for us?
441 00:48:57.570 ⇒ 00:49:05.570 Hannah Wang: Yeah, so I feel like maybe after the campaign related to a partner or whatever, like, we can just kind of have a mini retro and talk about what
442 00:49:05.810 ⇒ 00:49:17.430 Hannah Wang: the metrics, and then, like, what happened to get to those metrics. So we can do that after, like, next week for Glimpse, for example, after Shop Talk this week. But yeah, that makes sense.
443 00:49:18.390 ⇒ 00:49:18.990 Robert Tseng: Okay.
444 00:49:21.210 ⇒ 00:49:22.940 Uttam Kumaran: So should McGaw be on here?
445 00:49:23.060 ⇒ 00:49:23.650 Uttam Kumaran: Where’s what is it.
446 00:49:23.650 ⇒ 00:49:25.070 Robert Tseng: Yeah, my God should be on here.
447 00:49:25.290 ⇒ 00:49:30.679 Robert Tseng: So, like, anyone that we’re waiting or doing something with at this point… not just waiting, but, like.
448 00:49:30.680 ⇒ 00:49:38.109 Uttam Kumaran: I don’t… yeah, I know that you and Hannah had a McGaw call recently, I don’t really know what happened there, and… So, McGaw and Talismo should be on here.
449 00:49:38.110 ⇒ 00:49:38.630 Robert Tseng: Yes.
450 00:49:38.630 ⇒ 00:49:47.690 Hannah Wang: So this… I… that’s… yeah. So, should we track everything in Notion, or track it in here? Because I just want… these are kind of, like, the newer…
451 00:49:47.820 ⇒ 00:49:58.299 Hannah Wang: partners that we, like, brought on before, but I know we have, like, Superposition, McGaw, like, contextual, so should I add that in here so we can track it, or should I just pull up
452 00:49:58.520 ⇒ 00:50:03.469 Hannah Wang: HubSpot, or not HubSpot, Notion, and should I track everything there?
453 00:50:04.920 ⇒ 00:50:10.109 Robert Tseng: I don’t care which one you use, I just thought this was easier because there’s all these other things that I had built out for you.
454 00:50:10.110 ⇒ 00:50:15.069 Uttam Kumaran: I would do it here, yeah, I would do it here, whatever the… I don’t even know what the notion means, yeah.
455 00:50:15.440 ⇒ 00:50:16.050 Hannah Wang: Okay.
456 00:50:16.190 ⇒ 00:50:21.259 Hannah Wang: Okay, fair. I’ll add the ones that are active here, too, and then we could review that on Wednesday, too.
457 00:50:21.400 ⇒ 00:50:22.290 Hannah Wang: If we want.
458 00:50:24.620 ⇒ 00:50:28.439 Uttam Kumaran: And then, yeah, and then Hannah, I think we can also talk to Holly about this.
459 00:50:28.860 ⇒ 00:50:36.850 Hannah Wang: Yes, please. Yeah, it’s… it’s a lot of partners, and I think strategy is good, so…
460 00:50:37.860 ⇒ 00:50:43.479 Hannah Wang: I know she sent over, like, a proposal, right? So are we waiting to, I guess, sign with her?
461 00:50:43.480 ⇒ 00:50:46.750 Uttam Kumaran: We’re gonna get her… yeah, that’s… we’re gonna get her Simon through, so…
462 00:50:46.750 ⇒ 00:50:47.410 Hannah Wang: Okay.
463 00:50:47.410 ⇒ 00:50:48.930 Uttam Kumaran: To the artificial appetite.
464 00:50:48.930 ⇒ 00:50:54.429 Hannah Wang: Yeah, you can loop me into that if… or I can, like, put a meeting up or something afterwards.
465 00:50:54.430 ⇒ 00:50:55.090 Uttam Kumaran: button.
466 00:50:55.090 ⇒ 00:50:55.770 Hannah Wang: for that.
467 00:50:58.060 ⇒ 00:50:58.750 Uttam Kumaran: Okay.
468 00:51:01.700 ⇒ 00:51:02.380 Uttam Kumaran: Cool.
469 00:51:02.490 ⇒ 00:51:05.109 Uttam Kumaran: So what’s the key actions this week?
470 00:51:05.320 ⇒ 00:51:07.400 Uttam Kumaran: Robert, for everybody on this call.
471 00:51:08.890 ⇒ 00:51:21.319 Robert Tseng: So, we’re gonna launch those campaigns that we talked about. Yeah, you guys need to update the performance for all those things. On the partner side, we’ll get back to you. Utah and I will talk about, kind of, partner strategy,
472 00:51:21.770 ⇒ 00:51:29.840 Robert Tseng: But, yeah, at least for the ones that we are working on, there are still a few things. We have the Shop Talk event coming up, so just making sure that we’re very clear on, like.
473 00:51:30.100 ⇒ 00:51:49.139 Robert Tseng: the finalizing the list, making sure that we know, you know, obviously Utah’s gonna be there, I mean, I’ll probably be there as well, but I’m not gonna be participating in the event, I’ll just be there hanging around. And then just booking as many meetings as we can with Utam and I while we’re in Chicago. So, I think that, to me, is the most… that’s what I care about the most.
474 00:51:49.220 ⇒ 00:51:58.839 Robert Tseng: So getting… getting those follow-up messages out on LinkedIn to our ShopTalk campaign folks are… and trying to see how many meetings we can book there is… is,
475 00:51:59.140 ⇒ 00:52:03.320 Robert Tseng: It’s the… Is what I… what I want… what I want, what I want to see.
476 00:52:05.160 ⇒ 00:52:08.229 Hannah Wang: Is that the thing that Ryan said he would do manually? Like, sending.
477 00:52:08.230 ⇒ 00:52:08.850 Robert Tseng: Yes.
478 00:52:08.850 ⇒ 00:52:10.090 Hannah Wang: Okay. Okay.
479 00:52:10.090 ⇒ 00:52:10.690 Robert Tseng: Yeah.
480 00:52:10.870 ⇒ 00:52:16.090 Robert Tseng: So, I mean, for my accounts, like, I think I will create the messaging or whatever.
481 00:52:16.100 ⇒ 00:52:28.420 Robert Tseng: Utop also targeted the same folks, or, like, he had a ShopTalk… I see a ShopTalk follow-up account from Utop’s account, too, so we need to think about, like, well, what… what can we send from his account? It’s like, hey.
482 00:52:28.420 ⇒ 00:52:36.219 Robert Tseng: sorry, like, this event is at maximum capacity, or whatever, but, like, would still love to meet, or whatever. Like, I don’t know, like, something… something like that, where we can still try to…
483 00:52:36.590 ⇒ 00:52:47.179 Robert Tseng: yeah, we just book meetings with him. So, yeah, if you need my help to draft that copy, like, let me know, but I’m gonna be focused on the copy for my account first.
484 00:52:48.610 ⇒ 00:53:06.999 Uttam Kumaran: Yeah, and I think what was helpful for Hannah and Ryan is for you, you guys and Justina to spend time, like, this week, probably more than would be needed long-term. As you guys are doing these activities, I would just loop her in and do a meeting on it, versus doing it solo, so that everybody can kind of see.
485 00:53:07.080 ⇒ 00:53:09.230 Uttam Kumaran: our top… like, I… I can’t…
486 00:53:09.340 ⇒ 00:53:25.970 Uttam Kumaran: host this meeting or, like, schedule it, so I’m kind of, like, hoping that you guys can… can get organized around this, but again, we’re gonna be there Wednesday and Thursday, so I want to see some movement by, like, tomorrow. So if you guys can organize and spend time together to kind of crush through that, that would be…
487 00:53:26.170 ⇒ 00:53:30.390 Uttam Kumaran: helpful. My… my worry is that we’re gonna… I’m gonna…
488 00:53:31.060 ⇒ 00:53:37.230 Uttam Kumaran: breeze through tomorrow and… today and tomorrow, and then Wednesday, we’re not gonna have done anything, so… see…
489 00:53:37.680 ⇒ 00:53:41.500 Uttam Kumaran: how we can quell that fear a little bit.
490 00:53:42.160 ⇒ 00:53:52.959 Hannah Wang: So what you need from us is, like, all the stuff that Robert… basically, like, all the follow-up stuff, and just making… basically booking as many meetings as possible from both accounts, right? That’s what your ask is.
491 00:53:53.080 ⇒ 00:53:55.799 Hannah Wang: And taking act, like, just following up and stuff.
492 00:53:57.640 ⇒ 00:54:03.519 Uttam Kumaran: Yeah, but I guess, like, what I’m hoping is that the three of you can work to just write down what these actions are.
493 00:54:03.930 ⇒ 00:54:05.999 Uttam Kumaran: You know, like, okay, what are… what do we need.
494 00:54:06.000 ⇒ 00:54:06.690 Hannah Wang: Oh, okay.
495 00:54:06.690 ⇒ 00:54:10.519 Uttam Kumaran: gig radar this week. What do we need to do for…
496 00:54:10.580 ⇒ 00:54:26.969 Uttam Kumaran: cleaning up this campaign spreadsheet this week, what do we need to do for ShopTalk? Like, what are the things that Robert mentioned that we need to do? And then you guys can collaborate on executing on those. Versus, this meeting ends, and everybody just goes off individually, and nothing gets done until next Monday.
497 00:54:29.490 ⇒ 00:54:43.339 Uttam Kumaran: So that’s, like, can you guys do… I mean, like, you tell me now, I can book the time and do it, and, like, have you… have you guys all join, but I would prefer for you guys to just, like, self-organize and… and meet and, like, execute on those tasks. Is that okay?
498 00:54:44.300 ⇒ 00:54:49.529 Hannah Wang: Yeah, I mean, I could book a time for this Monday, but… Yeah.
499 00:54:51.100 ⇒ 00:54:54.960 Uttam Kumaran: I, I don’t think it’s, like… I’m just not hearing, like, any confidence.
500 00:54:54.960 ⇒ 00:55:07.180 Hannah Wang: Yeah, yeah, I’ll book the meeting for this Monday, but I also just wanted to say, like, oh, we don’t end the meeting and just silo our work, like, I’ve been… Ryan and I have been collaborating, maybe we just haven’t made that clear, but I don’t…
501 00:55:07.470 ⇒ 00:55:09.329 Hannah Wang: I just don’t feel like that’s a…
502 00:55:09.650 ⇒ 00:55:10.520 Uttam Kumaran: Okay, I’m…
503 00:55:10.520 ⇒ 00:55:12.140 Hannah Wang: I’m sure that should be made.
504 00:55:12.140 ⇒ 00:55:30.100 Uttam Kumaran: Yeah, no, I’m okay with that, but then if I… in this meeting, if, like, the campaign tracker is not ready, and, like, Robert and I are still the ones, like, explaining what the next follow-up items are, it’s not clear that everybody knows what’s next, right? So that’s… I think that’s what’s important for… for us to hear, is, like, what are the next steps?
505 00:55:30.220 ⇒ 00:55:31.220 Ryan Brosas: Hmm.
506 00:55:31.220 ⇒ 00:55:36.030 Uttam Kumaran: Right? So I’m just not hearing that from this crew, like, what is next? What’s gonna happen, you know?
507 00:55:37.570 ⇒ 00:55:44.950 Hannah Wang: Well, yeah. Well, next steps, like GigRadar, we’ll… we’ll sync on Wednesday, we’ll have all the trackers updated, we’ll monitor GigRadar.
508 00:55:45.110 ⇒ 00:56:00.130 Hannah Wang: For Uten stuff, like, lower the… lower the budget, and then I’ll book a time with Justina and Ryan, maybe today, early tomorrow, to talk about, like, all the ShopTalk stuff, and basically help Justina ramp up, and also just have…
509 00:56:00.620 ⇒ 00:56:06.169 Hannah Wang: stuff executed. So, I understand the assignment. Yeah.
510 00:56:06.170 ⇒ 00:56:07.059 Ryan Brosas: Hmm, yeah.
511 00:56:07.710 ⇒ 00:56:11.410 Uttam Kumaran: Yeah, for my side, as she said, or, like.
512 00:56:11.470 ⇒ 00:56:31.280 Ryan Brosas: earlier, last week that you want me to, focus more on pushing more campaigns, so yeah, I think that would be, another one that I would push more after this test is finished, and yeah, I’m more, I would be more… much more collaborative more with Justina and Hannah.
513 00:56:31.630 ⇒ 00:56:32.320 Uttam Kumaran: Oh.
514 00:56:33.800 ⇒ 00:56:39.059 Uttam Kumaran: And just, you know, yeah, you’re starting to get a sense of, like, all the stuff we’re trying to do with a very small crew.
515 00:56:39.060 ⇒ 00:56:39.440 Justina Spinn: Yeah.
516 00:56:39.440 ⇒ 00:56:48.609 Uttam Kumaran: So, as much as we can do, like, async, and as much as we can do where, like, y’all are self-organized would be really helpful, we’re both free to…
517 00:56:48.790 ⇒ 00:56:58.899 Uttam Kumaran: review copy, review, give feedback decisions, but, like, meetings are gonna be tough for us. So that’s sort of, like, my biggest thing. And then as you start to get in the weeds on
518 00:56:58.900 ⇒ 00:57:11.450 Uttam Kumaran: on getting HubSpot organized, you’ll kind of see, like, the gaps, why we’re using spreadsheets and Notion. Some of this can definitely end up in HubSpot. That’s sort of, like, what I’ll… we’ll probably get a sense from you later this week or on Monday.
519 00:57:11.830 ⇒ 00:57:14.429 Uttam Kumaran: It’s like, okay, what is the state of all these different…
520 00:57:14.580 ⇒ 00:57:17.640 Uttam Kumaran: Way we have things organized, and like, what’s the best route, you know, to.
521 00:57:17.640 ⇒ 00:57:18.330 Justina Spinn: Right.
522 00:57:18.600 ⇒ 00:57:19.330 Justina Spinn: Okay.
523 00:57:19.440 ⇒ 00:57:20.240 Justina Spinn: Sounds good.
524 00:57:20.630 ⇒ 00:57:21.250 Uttam Kumaran: Boop.
525 00:57:21.640 ⇒ 00:57:23.560 Uttam Kumaran: Okay, thank you guys, appreciate it.
526 00:57:23.560 ⇒ 00:57:24.640 Robert Tseng: Alright, thanks everyone. Bye.
527 00:57:24.640 ⇒ 00:57:25.789 Hannah Wang: Thank you, bye.