Meeting Title: Sales: Grooming & Planning Date: 2025-09-23 Meeting participants: Justina Spinn, Rico Rejoso, Ryan Brosas, Hannah Wang
WEBVTT
1 00:00:13.170 ⇒ 00:00:14.550 Rico Rejoso: Hey, Justina.
2 00:00:16.590 ⇒ 00:00:17.480 Justina Spinn: Rains!
3 00:00:19.130 ⇒ 00:00:21.010 Rico Rejoso: That’s too sweet for the others. How are you?
4 00:00:21.400 ⇒ 00:00:22.529 Justina Spinn: Good, how are you?
5 00:00:23.120 ⇒ 00:00:24.000 Rico Rejoso: Doing good.
6 00:00:25.080 ⇒ 00:00:25.820 Rico Rejoso: Bing done.
7 00:00:44.270 ⇒ 00:00:45.100 Ryan Brosas: Hey, guys.
8 00:00:50.910 ⇒ 00:00:51.956 Ryan Brosas: What’s up?
9 00:00:52.790 ⇒ 00:00:53.430 Rico Rejoso: Good.
10 00:01:17.140 ⇒ 00:01:21.719 Rico Rejoso: Justina, were you able to join, the sales team in Linea?
11 00:01:23.050 ⇒ 00:01:24.489 Justina Spinn: I’m sorry, say that again?
12 00:01:24.490 ⇒ 00:01:28.479 Rico Rejoso: Were you able to, check the sales team in Linear?
13 00:01:30.350 ⇒ 00:01:34.170 Justina Spinn: Yes?
14 00:01:35.720 ⇒ 00:01:40.489 Justina Spinn: I’m not entirely sure what I’m looking at in linear, I’ve never used it before.
15 00:01:40.690 ⇒ 00:01:42.009 Rico Rejoso: Okay, okay, no worries.
16 00:01:43.300 ⇒ 00:01:47.079 Rico Rejoso: Yeah, so basically this is where we will track all of our tickets.
17 00:01:47.510 ⇒ 00:01:51.490 Rico Rejoso: for all tasks, since we needed.
18 00:01:51.970 ⇒ 00:01:52.960 Rico Rejoso: Hey, Anna.
19 00:01:53.970 ⇒ 00:01:55.430 Hannah Wang: Hey, sorry I’m late.
20 00:01:55.750 ⇒ 00:02:00.299 Rico Rejoso: No worries. We were just talking about, Lena, and confirming with Justine.
21 00:02:01.410 ⇒ 00:02:02.150 Hannah Wang: Okay.
22 00:02:02.600 ⇒ 00:02:04.109 Rico Rejoso: Okay, let me share my screen.
23 00:02:08.500 ⇒ 00:02:21.570 Rico Rejoso: Okay, we have two agendas for today. One is to look at the tickets that we have under sales, try to groom it a bit, and second would be to add the tickets based on our meeting yesterday with UCAM and Robert.
24 00:02:23.300 ⇒ 00:02:30.019 Rico Rejoso: Okay, let’s start with grooming it before we add those tickets. By the way, for the others, also…
25 00:02:30.610 ⇒ 00:02:32.310 Rico Rejoso: Let me just…
26 00:02:40.540 ⇒ 00:02:43.339 Rico Rejoso: Let me put the Notion document for the…
27 00:02:43.680 ⇒ 00:02:46.909 Rico Rejoso: Linear tickets, so you can also check that out on your own.
28 00:02:49.400 ⇒ 00:02:56.499 Rico Rejoso: Alright, and let’s try to look at the tickets here. Notice that most of the tickets are… been graded way, way…
29 00:02:56.620 ⇒ 00:03:01.019 Rico Rejoso: Or months ago. Maybe let’s try to see if those are still relevant.
30 00:03:01.580 ⇒ 00:03:04.500 Rico Rejoso: To the current process that we have under sales.
31 00:03:05.740 ⇒ 00:03:07.740 Rico Rejoso: Let’s look at New Year.
32 00:03:08.370 ⇒ 00:03:09.639 Rico Rejoso: will be updated.
33 00:03:14.080 ⇒ 00:03:18.020 Rico Rejoso: Maybe Hannah and Ryan, you guys have, you know.
34 00:03:18.230 ⇒ 00:03:23.510 Rico Rejoso: Any bug tickets that we have here, whether we need it or not, so we can…
35 00:03:23.650 ⇒ 00:03:24.629 Rico Rejoso: Take it off.
36 00:03:25.100 ⇒ 00:03:26.220 Rico Rejoso: on linear.
37 00:03:29.720 ⇒ 00:03:34.300 Ryan Brosas: Okay. So… awesome.
38 00:03:34.300 ⇒ 00:03:36.209 Hannah Wang: Which one are we looking at? Sorry.
39 00:03:37.090 ⇒ 00:03:39.429 Rico Rejoso: Yeah, all the goods and sales.
40 00:03:39.730 ⇒ 00:03:41.509 Hannah Wang: Oh, all of them? Okay.
41 00:03:41.510 ⇒ 00:03:44.890 Ryan Brosas: 80, I think that’s already done.
42 00:03:46.290 ⇒ 00:03:47.370 Rico Rejoso: This one, right?
43 00:03:47.370 ⇒ 00:03:48.050 Ryan Brosas: Yes.
44 00:03:49.540 ⇒ 00:03:50.220 Rico Rejoso: That’s true.
45 00:03:52.260 ⇒ 00:03:52.950 Rico Rejoso: Okay.
46 00:03:56.530 ⇒ 00:03:57.190 Rico Rejoso: for them.
47 00:04:00.170 ⇒ 00:04:05.920 Hannah Wang: I guess that one is still a work in progress. I know Justina’s working on that, so you can…
48 00:04:06.100 ⇒ 00:04:08.419 Hannah Wang: Assign it to her.
49 00:04:09.230 ⇒ 00:04:10.350 Hannah Wang: I think.
50 00:04:10.530 ⇒ 00:04:11.300 Justina Spinn: Yeah.
51 00:04:12.860 ⇒ 00:04:15.180 Rico Rejoso: Maybe we can bring it to the current cycle as well.
52 00:04:16.800 ⇒ 00:04:17.660 Hannah Wang: Okay.
53 00:04:18.529 ⇒ 00:04:19.370 Rico Rejoso: Alrighty.
54 00:04:20.690 ⇒ 00:04:21.920 Rico Rejoso: sales support.
55 00:04:23.310 ⇒ 00:04:27.749 Hannah Wang: I don’t know what that is. Can you click at it? Click at…
56 00:04:31.300 ⇒ 00:04:33.660 Ryan Brosas: That is…
57 00:04:33.660 ⇒ 00:04:34.250 Rico Rejoso: garage.
58 00:04:40.090 ⇒ 00:04:42.340 Hannah Wang: I don’t know what that is.
59 00:04:43.470 ⇒ 00:04:46.060 Rico Rejoso: As a scientist said, so I’m assuming…
60 00:04:46.300 ⇒ 00:04:50.400 Hannah Wang: maybe… Hmm…
61 00:04:53.080 ⇒ 00:04:53.890 Ryan Brosas: Mmm.
62 00:04:53.890 ⇒ 00:04:59.460 Rico Rejoso: what, Justin had created, which is the S2D, from sales to the delivery.
63 00:05:00.800 ⇒ 00:05:01.920 Hannah Wang: Oh, okay.
64 00:05:03.690 ⇒ 00:05:07.299 Rico Rejoso: But I think this is… I mean, we can create a different ticket for it.
65 00:05:07.480 ⇒ 00:05:08.920 Rico Rejoso: We can just close this out.
66 00:05:09.510 ⇒ 00:05:10.799 Rico Rejoso: I can’t save this.
67 00:05:21.150 ⇒ 00:05:23.170 Hannah Wang: That is old.
68 00:05:23.570 ⇒ 00:05:24.220 Rico Rejoso: Yeah.
69 00:05:24.750 ⇒ 00:05:26.159 Rico Rejoso: Should be guys all just…
70 00:05:26.920 ⇒ 00:05:27.960 Hannah Wang: Yeah.
71 00:05:32.970 ⇒ 00:05:34.549 Rico Rejoso: LinkedIn prompt section.
72 00:05:42.270 ⇒ 00:05:43.370 Ryan Brosas: Yeah.
73 00:05:43.770 ⇒ 00:05:45.620 Ryan Brosas: I think that’s done.
74 00:05:45.880 ⇒ 00:05:49.459 Ryan Brosas: I think, Robert already,
75 00:05:51.150 ⇒ 00:05:52.060 Rico Rejoso: That’s bully the Dungo.
76 00:05:52.060 ⇒ 00:05:53.330 Ryan Brosas: Something…
77 00:05:53.660 ⇒ 00:05:56.629 Rico Rejoso: Okay, we convert to this cost process to SOP.
78 00:06:05.490 ⇒ 00:06:07.749 Rico Rejoso: Just, you know, what do you think about this, though?
79 00:06:10.990 ⇒ 00:06:12.210 Justina Spinn: Mmm…
80 00:06:15.870 ⇒ 00:06:19.819 Justina Spinn: The bird that was just processed as a pig.
81 00:06:22.430 ⇒ 00:06:24.930 Hannah Wang: Can you go down?
82 00:06:26.590 ⇒ 00:06:35.689 Hannah Wang: Whoa. Whoa… Like, I feel like whatever Sid was doing…
83 00:06:36.330 ⇒ 00:06:43.250 Hannah Wang: I feel like probably Christina and Sid have different ways of doing stuff, and I feel like we’re still trying to…
84 00:06:43.630 ⇒ 00:06:50.899 Hannah Wang: like, I feel like whatever Justina is comfortable with, like, that’s the way to do it, because she’ll own it. So, I guess whatever.
85 00:06:51.150 ⇒ 00:06:54.579 Hannah Wang: Sid was working on… It doesn’t…
86 00:06:55.790 ⇒ 00:06:59.490 Hannah Wang: It’s not, like, super applicable anymore.
87 00:07:00.250 ⇒ 00:07:02.239 Rico Rejoso: I was thinking of posting this out as well.
88 00:07:03.790 ⇒ 00:07:06.650 Hannah Wang: Yeah, that’s fine.
89 00:07:06.900 ⇒ 00:07:07.959 Rico Rejoso: That spam so much fun.
90 00:07:10.620 ⇒ 00:07:13.049 Rico Rejoso: Right? You reach for a clean campaign.
91 00:07:14.890 ⇒ 00:07:19.600 Ryan Brosas: That’s done, that is the innate end experience.
92 00:07:25.510 ⇒ 00:07:27.020 Rico Rejoso: Outbound campaigns.
93 00:07:28.430 ⇒ 00:07:34.749 Ryan Brosas: advertising, that will… that… I think that’s going to be, like, next month.
94 00:07:34.750 ⇒ 00:07:39.169 Hannah Wang: Yeah, that’s later, probably next week or something. That’s still relevant.
95 00:07:43.120 ⇒ 00:07:46.020 Rico Rejoso: And for your lip-like for urban sense.
96 00:07:46.050 ⇒ 00:07:47.440 Hannah Wang: Move that to next week.
97 00:07:52.910 ⇒ 00:07:53.910 Rico Rejoso: speed boost.
98 00:07:54.230 ⇒ 00:07:55.100 Rico Rejoso: for econ.
99 00:07:56.650 ⇒ 00:07:58.519 Hannah Wang: Also later, I think.
100 00:07:59.060 ⇒ 00:08:02.819 Hannah Wang: Unless Ryan already… I don’t actually know about this one.
101 00:08:03.250 ⇒ 00:08:07.030 Ryan Brosas: Yeah, that is something, Robert…
102 00:08:07.490 ⇒ 00:08:26.280 Ryan Brosas: like, asking me to build, like, a lead list, so I build only, like, a brief for that, because as per Otam, we need to build a brief, then, then I will ask for approval for that, then I will, you know, proceed on producing the lead for that.
103 00:08:26.540 ⇒ 00:08:29.590 Rico Rejoso: Okay, so we can move it to the next cycle for now, right?
104 00:08:30.150 ⇒ 00:08:30.770 Ryan Brosas: Yep.
105 00:08:34.480 ⇒ 00:08:36.090 Rico Rejoso: Alright, now assign me.
106 00:08:36.400 ⇒ 00:08:38.130 Rico Rejoso: Referral agreement draft.
107 00:08:42.929 ⇒ 00:08:44.870 Rico Rejoso: I think we have this already.
108 00:08:49.540 ⇒ 00:08:52.470 Hannah Wang: Yeah. You quote… make that as done.
109 00:08:53.200 ⇒ 00:08:54.930 Hannah Wang: Jody’s is also done.
110 00:08:56.080 ⇒ 00:08:59.100 Hannah Wang: Teleisma is… Needs review.
111 00:09:01.470 ⇒ 00:09:06.649 Hannah Wang: It’s in legal review, yeah, that’s fine.
112 00:09:07.620 ⇒ 00:09:09.190 Hannah Wang: Brian Pei is done.
113 00:09:11.430 ⇒ 00:09:12.420 Hannah Wang: Craig?
114 00:09:13.160 ⇒ 00:09:17.169 Hannah Wang: I don’t know. You can…
115 00:09:18.730 ⇒ 00:09:19.290 Rico Rejoso: Listen.
116 00:09:19.740 ⇒ 00:09:24.630 Hannah Wang: I don’t know if we’re working with him? I don’t know.
117 00:09:30.100 ⇒ 00:09:31.610 Rico Rejoso: Let’s dig it up the cycle.
118 00:09:33.490 ⇒ 00:09:36.980 Rico Rejoso: And… Just put it on backwards.
119 00:09:38.910 ⇒ 00:09:40.080 Rico Rejoso: Let’s see…
120 00:09:48.170 ⇒ 00:09:50.950 Rico Rejoso: Okay, and for the outreach engine.
121 00:09:51.320 ⇒ 00:09:53.709 Rico Rejoso: Follow in it, and there you go.
122 00:09:53.830 ⇒ 00:10:00.940 Rico Rejoso: Play I never created this issue, or this, this ticket.
123 00:10:01.930 ⇒ 00:10:03.810 Rico Rejoso: Do you guys have any idea about this?
124 00:10:07.050 ⇒ 00:10:08.850 Hannah Wang: No, I don’t.
125 00:10:10.510 ⇒ 00:10:11.060 Rico Rejoso: Okay.
126 00:10:12.780 ⇒ 00:10:14.310 Rico Rejoso: It’s just no food item.
127 00:10:23.100 ⇒ 00:10:23.850 Rico Rejoso: Okay…
128 00:10:23.850 ⇒ 00:10:29.069 Hannah Wang: Are we using Apollo, Ryan, for cold outreach? I feel like it’s just Clay and…
129 00:10:29.620 ⇒ 00:10:39.930 Ryan Brosas: For, like, lead generation, we use Apollo. Oh, okay. Then, we enrich it with clay.
130 00:10:40.200 ⇒ 00:10:40.899 Hannah Wang: I see.
131 00:10:40.900 ⇒ 00:10:43.810 Ryan Brosas: Because, what do you call this?
132 00:10:44.520 ⇒ 00:10:55.270 Ryan Brosas: Apollo doesn’t really have the, like, accurate information, but the overview of it, like, just an overview of, like, company and stuff.
133 00:10:56.080 ⇒ 00:10:56.690 Rico Rejoso: Okay.
134 00:10:57.600 ⇒ 00:10:58.740 Rico Rejoso: contexto.
135 00:11:00.790 ⇒ 00:11:05.240 Hannah Wang: That’s done.
136 00:11:09.360 ⇒ 00:11:12.469 Rico Rejoso: And feedback loop for message involved.
137 00:11:14.510 ⇒ 00:11:16.989 Rico Rejoso: You don’t have an idea about this one.
138 00:11:16.990 ⇒ 00:11:18.280 Hannah Wang: I don’t know what that is.
139 00:11:19.220 ⇒ 00:11:19.940 Rico Rejoso: Okay…
140 00:11:20.250 ⇒ 00:11:30.449 Ryan Brosas: I think that’s, like, what, Robert is… want to set up, like, a second DAM, but it’s a GPT.
141 00:11:33.530 ⇒ 00:11:41.410 Ryan Brosas: I’m not sure, but that’s… I think that’s what this is. Like, the… the… the… what do you call it? The previous one?
142 00:11:43.510 ⇒ 00:11:45.680 Rico Rejoso: Okay, but no one’s working on this one.
143 00:11:46.050 ⇒ 00:11:47.569 Ryan Brosas: Yeah. Oriffin.
144 00:11:47.570 ⇒ 00:11:52.349 Rico Rejoso: where should this be implemented? I think it should be… this should be on the AI team.
145 00:11:54.800 ⇒ 00:11:56.720 Rico Rejoso: This is for automation, right?
146 00:12:00.120 ⇒ 00:12:02.540 Rico Rejoso: Okay, maybe let’s just confirm with Amber.
147 00:12:02.920 ⇒ 00:12:09.490 Rico Rejoso: He has an idea about this one. But this one with no projects… Do you seem this necessary?
148 00:12:10.750 ⇒ 00:12:11.620 Rico Rejoso: Opal.
149 00:12:14.010 ⇒ 00:12:15.419 Hannah Wang: What is this?
150 00:12:15.930 ⇒ 00:12:17.380 Hannah Wang: I don’t know what this is.
151 00:12:19.950 ⇒ 00:12:23.289 Rico Rejoso: Let’s cancel with whatever else we’re not aware of for now.
152 00:12:23.630 ⇒ 00:12:25.530 Rico Rejoso: And drafting and sending.
153 00:12:25.670 ⇒ 00:12:28.039 Rico Rejoso: Follow-up email to loss.
154 00:12:29.450 ⇒ 00:12:31.000 Rico Rejoso: This is from Sid.
155 00:12:32.780 ⇒ 00:12:34.290 Hannah Wang: Just cancel it, yeah.
156 00:12:36.410 ⇒ 00:12:44.020 Hannah Wang: Oh, great self-aversion must not… I don’t know…
157 00:12:44.020 ⇒ 00:12:44.780 Rico Rejoso: motor slow.
158 00:12:44.780 ⇒ 00:12:49.740 Hannah Wang: That’s done, so we can ask Utam later.
159 00:12:50.830 ⇒ 00:12:52.109 Rico Rejoso: I’m gonna mention it myself.
160 00:12:52.360 ⇒ 00:12:56.760 Hannah Wang: I don’t think he looks at linear, to be honest, so… .
161 00:12:59.450 ⇒ 00:13:03.889 Rico Rejoso: Just so… We know that we try to follow up with them.
162 00:13:03.900 ⇒ 00:13:04.490 Hannah Wang: Okay.
163 00:13:05.920 ⇒ 00:13:13.470 Rico Rejoso: Okay, and for the rest of this, we’ll confirm with Amber, so I think we’re good with that. Let’s look at the tickets that…
164 00:13:15.630 ⇒ 00:13:18.210 Rico Rejoso: We have, from our meeting yesterday.
165 00:13:18.380 ⇒ 00:13:25.649 Rico Rejoso: I just need to confirm with you guys which ticket should we have on linear, and if we have the correct owner for real.
166 00:13:27.470 ⇒ 00:13:36.810 Hannah Wang: Yeah, sorry, I didn’t have a chance to look at this, but, hmm… Do we wanna take, like…
167 00:13:38.000 ⇒ 00:13:41.339 Hannah Wang: 3 minutes to look at it, or how do we wanna…
168 00:13:42.880 ⇒ 00:13:51.429 Rico Rejoso: I wanna… maybe we can, like… I’ll let you guys go and just look at it and provide comments into it. Just look at the linear tickets table here, and…
169 00:13:51.920 ⇒ 00:14:03.850 Rico Rejoso: check if these are necessary or relevant to what we should have on linear, and if it is, I can add it to Linear, and maybe we can go over, go over all the tickets tomorrow, since we have a stand-up tomorrow.
170 00:14:04.110 ⇒ 00:14:04.730 Rico Rejoso: For sales?
171 00:14:04.730 ⇒ 00:14:05.380 Hannah Wang: Okay.
172 00:14:05.710 ⇒ 00:14:09.029 Rico Rejoso: And see if we can add it to the current cycle. What do you think?
173 00:14:09.740 ⇒ 00:14:17.919 Hannah Wang: Yeah, that sounds good. I also don’t know if Robert uses linear, to be honest. I don’t think he’ll look at it,
174 00:14:18.280 ⇒ 00:14:22.970 Hannah Wang: I don’t know how he tracks everything, but somehow he does in his brain, so…
175 00:14:22.970 ⇒ 00:14:24.370 Rico Rejoso: Yeah, figure that out.
176 00:14:24.370 ⇒ 00:14:32.030 Hannah Wang: Yeah, we can… Let’s just, yeah, ignore all the Robert ones. I do think it is good to…
177 00:14:32.230 ⇒ 00:14:36.509 Hannah Wang: To document it, but… yeah, he’s…
178 00:14:36.610 ⇒ 00:14:43.740 Hannah Wang: He’s not… probably not gonna have time to join our stand-up, so it can just be the three of us.
179 00:14:44.020 ⇒ 00:14:51.060 Rico Rejoso: I think it’s relevant to the three of us, yeah. I mean, you could just send it to Slack, and get updates from him.
180 00:14:51.060 ⇒ 00:14:51.600 Hannah Wang: Okay.
181 00:14:51.740 ⇒ 00:15:09.140 Rico Rejoso: But other than that, check the tickets under your name, and see if, you know, it fits the description based on the transcript that we had from yesterday’s meeting. And if it is, or if it’s not, provide any comment, suggestions, edits, and we can upload it to Linear once again, okay?
182 00:15:09.620 ⇒ 00:15:16.629 Rico Rejoso: Okay. So we have two tables for it, one’s for the sales, and the other one for VPN, so…
183 00:15:17.200 ⇒ 00:15:24.220 Hannah Wang: Are we having two separate boards, or is GTM and sales gonna… is GTM going to be the same board as sales?
184 00:15:24.790 ⇒ 00:15:26.890 Rico Rejoso: They will be the same one, we’re just.
185 00:15:26.890 ⇒ 00:15:29.379 Hannah Wang: Okay. I’ll put them on different projects.
186 00:15:29.710 ⇒ 00:15:37.080 Rico Rejoso: It’s just that after the transcript and after generating through AI, they separate it between sales and GTM.
187 00:15:37.220 ⇒ 00:15:42.410 Hannah Wang: I see. So look at the sales one and the go-to-market one, right? Before tomorrow?
188 00:15:43.080 ⇒ 00:15:54.289 Rico Rejoso: Yep, or try to provide edit by end of day as much as you can under your name, and if it’s good, I can just, you know, put everything on linear first, so we can have everything prepared for tomorrow’s stand-up.
189 00:15:54.290 ⇒ 00:15:55.120 Hannah Wang: Okay.
190 00:15:56.190 ⇒ 00:15:59.909 Rico Rejoso: So, looking forward to it by end of day? Is it possible for everyone?
191 00:16:00.740 ⇒ 00:16:02.350 Hannah Wang: Yep, I can do that.
192 00:16:02.590 ⇒ 00:16:05.319 Rico Rejoso: Alrighty, that’s it. Any questions so far?
193 00:16:06.580 ⇒ 00:16:07.260 Hannah Wang: Nope.
194 00:16:07.670 ⇒ 00:16:09.789 Rico Rejoso: Okay, Justina, questions?
195 00:16:10.450 ⇒ 00:16:11.710 Justina Spinn: No.
196 00:16:12.400 ⇒ 00:16:16.960 Rico Rejoso: Okay. Alright, so that’s it. If you have any questions, feel free to send me a Slack message, okay?
197 00:16:17.680 ⇒ 00:16:19.299 Justina Spinn: Alright, thanks, Rico.
198 00:16:19.300 ⇒ 00:16:20.450 Rico Rejoso: Have a good one, guys.
199 00:16:20.830 ⇒ 00:16:21.640 Hannah Wang: Bye.