Meeting Title: Vendor Comparison Project Stand-up Date: 2025-09-24 Meeting participants: Justin Breshears, Uttam Kumaran, Henry Zhao, Mustafa Raja
WEBVTT
1 00:01:26.810 ⇒ 00:01:27.840 Justin Breshears: Hey, hey!
2 00:01:28.210 ⇒ 00:01:29.080 Uttam Kumaran: Ayy.
3 00:01:30.170 ⇒ 00:01:31.930 Justin Breshears: Good meeting, earlier.
4 00:01:32.880 ⇒ 00:01:35.509 Uttam Kumaran: I know, sorry, I didn’t give you much,
5 00:01:36.130 ⇒ 00:01:39.930 Uttam Kumaran: spaced the chat, but I was like, let’s just get through this, get the.
6 00:01:39.930 ⇒ 00:01:50.160 Justin Breshears: No, you’re… no, you’re good. I… this is good for me, like, I’m… I’m in learning mode right now, coming on, and just kind of learning what we’re doing for all our clients and stuff, so… just soaking it all in.
7 00:01:50.340 ⇒ 00:01:50.970 Uttam Kumaran: Cool.
8 00:01:53.450 ⇒ 00:02:02.910 Justin Breshears: did I hit everything high level that we discussed in that little tiny write-up? Because I can’t find any kind of AI notes that we have, so…
9 00:02:02.910 ⇒ 00:02:03.709 Uttam Kumaran: No, no, no, that’s fine.
10 00:02:03.710 ⇒ 00:02:04.280 Justin Breshears: That’s right.
11 00:02:04.510 ⇒ 00:02:10.259 Uttam Kumaran: Oh, yeah, and then I can… oh, so, yeah, that meeting… it was her Zoom meeting.
12 00:02:10.270 ⇒ 00:02:13.680 Justin Breshears: Yeah. So… so our platform doesn’t pick it up.
13 00:02:14.540 ⇒ 00:02:17.050 Uttam Kumaran: our platform did not pick it up, but I…
14 00:02:17.210 ⇒ 00:02:21.859 Uttam Kumaran: may have, if I can check my granola, I don’t know, I just got my granola, let’s see.
15 00:02:22.250 ⇒ 00:02:25.059 Justin Breshears: See, I didn’t have it on and ready.
16 00:02:25.060 ⇒ 00:02:26.740 Henry Zhao: How do you set granola on a call?
17 00:02:27.580 ⇒ 00:02:34.200 Uttam Kumaran: Well, I can just show you, like, what it looks like for me, like… This is…
18 00:02:34.780 ⇒ 00:02:44.130 Uttam Kumaran: what my granola looks like, so I do have it. So… so I recorded mine, right? So this was Caitlin, Justin, and Rico. So now, it’s sitting in my, like.
19 00:02:44.430 ⇒ 00:02:48.119 Uttam Kumaran: personal, and then I would just click Accept and move it to client calls.
20 00:02:48.350 ⇒ 00:02:51.070 Uttam Kumaran: Now you should s- you should see it.
21 00:02:51.230 ⇒ 00:02:54.409 Uttam Kumaran: Similarly, this would… this is, like, a client call.
22 00:02:54.540 ⇒ 00:02:59.269 Uttam Kumaran: This is… yeah, like… I think this is fine, delivery PM.
23 00:02:59.270 ⇒ 00:03:02.110 Justin Breshears: Can you… I don’t have that client call folder.
24 00:03:02.110 ⇒ 00:03:07.510 Uttam Kumaran: Oh, yeah, so let me… I can join, never mind. Got it. Okay. Yeah, you got it? Okay.
25 00:03:08.000 ⇒ 00:03:08.700 Justin Breshears: Yeah.
26 00:03:12.740 ⇒ 00:03:14.800 Justin Breshears: Sick. I see it now.
27 00:03:16.350 ⇒ 00:03:16.880 Justin Breshears: Okay.
28 00:03:16.880 ⇒ 00:03:23.229 Uttam Kumaran: So, for the… for the… so when… so right before I go to a meeting, in the top of my screen here, I get, like, a join with granola.
29 00:03:24.250 ⇒ 00:03:33.290 Uttam Kumaran: Usually, I hit that by default, but I toss a lot of these away because I don’t use them because I take it out of our platform.
30 00:03:35.290 ⇒ 00:03:40.840 Uttam Kumaran: like today, I needed to pull something for a sales proposal, so I used it as a platform, but…
31 00:03:40.990 ⇒ 00:03:46.560 Uttam Kumaran: sometimes I double up. I would rather us have it In one place or another.
32 00:03:46.810 ⇒ 00:03:51.090 Uttam Kumaran: then, like, have one single point of failure, so I don’t mind it. It’s fine.
33 00:03:51.090 ⇒ 00:03:52.880 Justin Breshears: And… than not have it, no.
34 00:03:52.880 ⇒ 00:03:53.530 Uttam Kumaran: Yeah.
35 00:03:54.320 ⇒ 00:03:59.890 Justin Breshears: Alright, well, based off of that call, I’m gonna… Go over…
36 00:04:00.380 ⇒ 00:04:10.829 Justin Breshears: what we’re looking like from a linear standpoint to accomplish that. So, it’s my understanding, like, we are pausing everything else but this, like, vendor comparison thing that we talked about today, right?
37 00:04:11.490 ⇒ 00:04:12.789 Henry Zhao: We got the upsell.
38 00:04:13.810 ⇒ 00:04:16.700 Uttam Kumaran: Yeah, we basically got the renewal, so they gave us a review.
39 00:04:17.740 ⇒ 00:04:18.440 Henry Zhao: Awesome.
40 00:04:18.440 ⇒ 00:04:33.490 Justin Breshears: We’ve got the renewal, which is great, through the end of the year, and they’re gonna scale up and down on, like, stuff when it comes in. So, you know, we may have something different to come up in a couple weeks or whatever, but for now, it is vendor comparison, and…
41 00:04:33.730 ⇒ 00:04:42.500 Justin Breshears: She said about, like, 100 companies. I’m like, dang, the fact that there’s 100 companies doing similar stuff like that is pretty crazy to me.
42 00:04:42.660 ⇒ 00:04:48.770 Justin Breshears: But yeah, I think, I guess, we need to… build out… Like, what…
43 00:04:48.950 ⇒ 00:04:54.550 Justin Breshears: tasks in linear that we need for… doing those comparisons. So…
44 00:04:55.820 ⇒ 00:05:05.840 Justin Breshears: I don’t think this is the call for it, because it’s just a short stand-up, but that is something that I will ask of Mustafa and work with Mustafa on.
45 00:05:06.500 ⇒ 00:05:13.089 Uttam Kumaran: Cool. Yeah, I think Mustafa basically should have all the understanding. I think we want to get from Caitlin…
46 00:05:13.250 ⇒ 00:05:23.629 Uttam Kumaran: like, her criteria. And then also, like, I’m… I’m probably our only subject matter expert on, like, data purchasing, like, from these vendors, so you can rely on me for,
47 00:05:24.150 ⇒ 00:05:33.200 Uttam Kumaran: for, like, to sign off on the tickets or the grooming plan, or to provide context. It’s a little… it’s like… it’s like a… this is a pretty niche
48 00:05:33.590 ⇒ 00:05:35.740 Uttam Kumaran: sort of thing. I just have done this in my.
49 00:05:35.740 ⇒ 00:05:36.300 Justin Breshears: Right.
50 00:05:36.300 ⇒ 00:05:39.929 Uttam Kumaran: Last couple jobs, so it’s not, like, a very common skill set, so…
51 00:05:40.190 ⇒ 00:05:49.839 Uttam Kumaran: But it could be a good opportunity for us to loop in to… for Henry, and for, like, a ways to kind of see this type of work, and then for us to make a playbook around
52 00:05:49.940 ⇒ 00:05:53.900 Uttam Kumaran: Data enrichment provider procurement, just kind of what this is.
53 00:05:55.850 ⇒ 00:06:04.880 Justin Breshears: Yeah, sounds good. So Mustafa, I will put a task on for you to, kind of build out.
54 00:06:05.180 ⇒ 00:06:12.489 Justin Breshears: what it looks like as far as, like, a weekly standpoint, the tasks that you need to do for these reviews. Then we can…
55 00:06:12.860 ⇒ 00:06:14.390 Justin Breshears: Aim to have that.
56 00:06:14.800 ⇒ 00:06:18.129 Justin Breshears: Built out and ready to go, maybe by the end of the week.
57 00:06:18.420 ⇒ 00:06:20.130 Justin Breshears: So that we can start next week on…
58 00:06:20.420 ⇒ 00:06:26.489 Justin Breshears: And all that. Henry, I don’t think there’s anything for you right now on this project.
59 00:06:26.620 ⇒ 00:06:28.790 Henry Zhao: So.
60 00:06:29.440 ⇒ 00:06:39.260 Justin Breshears: That may change, like I said, if they bring stuff up. We got syncs with them on Thursdays now, and we will, we’ll update you, but for now, I think we can drop you off of these.
61 00:06:39.440 ⇒ 00:06:43.129 Henry Zhao: Okay. Let me know if I need to help with anything. Yeah, I’m always available.
62 00:06:43.610 ⇒ 00:06:44.260 Justin Breshears: Cool.
63 00:06:44.260 ⇒ 00:06:45.339 Henry Zhao: Appreciate you.
64 00:06:45.860 ⇒ 00:06:49.529 Justin Breshears: Safa, can we clean up, any of these that…
65 00:06:50.050 ⇒ 00:06:51.960 Mustafa Raja: 97 and 98 are good to go.
66 00:06:54.380 ⇒ 00:06:55.080 Justin Breshears: Say, say again.
67 00:06:55.080 ⇒ 00:06:57.859 Mustafa Raja: And then 97 and 98 are good to go.
68 00:06:58.200 ⇒ 00:06:59.700 Justin Breshears: Okay, these are both good. Okay.
69 00:07:00.100 ⇒ 00:07:01.250 Mustafa Raja: Yeah.
70 00:07:03.350 ⇒ 00:07:04.350 Mustafa Raja: That’s good.
71 00:07:04.350 ⇒ 00:07:08.079 Justin Breshears: You’re blocked on these as this… let’s see…
72 00:07:08.370 ⇒ 00:07:12.020 Mustafa Raja: Yeah, this is the… data thing.
73 00:07:12.490 ⇒ 00:07:18.190 Mustafa Raja: And then Brian hasn’t still provided me any accounts, and then…
74 00:07:19.380 ⇒ 00:07:23.250 Mustafa Raja: the automation flow thing, I do need their approval still.
75 00:07:25.420 ⇒ 00:07:27.590 Justin Breshears: Automation flow…
76 00:07:27.590 ⇒ 00:07:27.950 Uttam Kumaran: Yeah.
77 00:07:27.950 ⇒ 00:07:28.630 Mustafa Raja: Yeah, thank you.
78 00:07:28.630 ⇒ 00:07:33.670 Uttam Kumaran: Caitlin basically said we’re not gonna do… we’re gonna just, like, nix this work stream, right? So…
79 00:07:34.210 ⇒ 00:07:37.190 Uttam Kumaran: We can either move all these to, like, canceled.
80 00:07:38.220 ⇒ 00:07:38.830 Justin Breshears: Yeah.
81 00:07:39.540 ⇒ 00:07:40.150 Mustafa Raja: Firm.
82 00:07:40.150 ⇒ 00:07:40.510 Uttam Kumaran: Yeah.
83 00:07:40.510 ⇒ 00:07:41.210 Mustafa Raja: Okay.
84 00:07:41.550 ⇒ 00:07:44.230 Mustafa Raja: I just joined this meeting, so I don’t have much context.
85 00:07:44.230 ⇒ 00:07:45.399 Uttam Kumaran: No, no, no, you’re good, you’re good.
86 00:07:45.710 ⇒ 00:07:52.119 Justin Breshears: Yeah, that’s… that’s kind of what I want to do, is that, yeah, I think any work that’s, like, not related to this in a comparison, I think, like, we can…
87 00:07:52.800 ⇒ 00:07:58.320 Justin Breshears: you know, go ahead and stop at this point, so I want to see if there was any of these that, like, maybe…
88 00:07:58.780 ⇒ 00:08:02.319 Justin Breshears: We’re still relevant, otherwise, yeah, we need one canceled, or…
89 00:08:02.320 ⇒ 00:08:08.689 Mustafa Raja: So, are we, are we stopping the, sales? Sales date, I think, or something?
90 00:08:12.310 ⇒ 00:08:17.610 Uttam Kumaran: For now, yes. They’re basically going to use what we shared them to start to build
91 00:08:17.790 ⇒ 00:08:21.520 Uttam Kumaran: stuff, like, we’re not gonna do any more work until, like, specifically asked.
92 00:08:22.100 ⇒ 00:08:22.730 Mustafa Raja: Okay.
93 00:08:23.370 ⇒ 00:08:24.100 Mustafa Raja: Right, so.
94 00:08:24.100 ⇒ 00:08:24.650 Justin Breshears: I’m gonna move to…
95 00:08:24.650 ⇒ 00:08:25.380 Mustafa Raja: sequel.
96 00:08:25.550 ⇒ 00:08:26.410 Uttam Kumaran: Yeah, go ahead.
97 00:08:29.020 ⇒ 00:08:35.740 Justin Breshears: My question was this, like, what are we doing for Ryan here in the signals? Is that the sales stuff that you just.
98 00:08:35.740 ⇒ 00:08:42.360 Uttam Kumaran: That was the signals work, yeah, so Caitlin basically said we’re going to pause on that, so we can try to cancel that meeting.
99 00:08:42.640 ⇒ 00:08:43.620 Uttam Kumaran: And…
100 00:08:43.620 ⇒ 00:08:44.640 Mustafa Raja: Oh, okay.
101 00:08:44.880 ⇒ 00:08:48.770 Uttam Kumaran: My… my assumption is that Caitlin has provided
102 00:08:49.620 ⇒ 00:08:53.459 Uttam Kumaran: that context to Ryan, so that they’ve discussed internally.
103 00:08:53.460 ⇒ 00:08:59.159 Justin Breshears: Okay, I will cancel that meeting then, and I will ping in the Slack channel, too, just to…
104 00:08:59.430 ⇒ 00:09:01.300 Justin Breshears: be like, hey Ryan, canceled this.
105 00:09:01.300 ⇒ 00:09:01.840 Mustafa Raja: Okay.
106 00:09:02.740 ⇒ 00:09:03.939 Uttam Kumaran: Yeah. Caitlin said so.
107 00:09:04.700 ⇒ 00:09:05.130 Justin Breshears: Everything.
108 00:09:05.130 ⇒ 00:09:09.670 Mustafa Raja: Okay, so the tickets that we are seeing on the board, all of them,
109 00:09:10.220 ⇒ 00:09:13.329 Mustafa Raja: I somehow related to that. Yeah. Okay.
110 00:09:13.330 ⇒ 00:09:17.170 Justin Breshears: then yeah, we’re gonna go ahead and clear them out. What we need to do then.
111 00:09:17.170 ⇒ 00:09:23.389 Mustafa Raja: I would say… I would say let’s keep 94 and 93, because in the last meeting.
112 00:09:23.540 ⇒ 00:09:29.749 Mustafa Raja: I don’t know if Ryan is going to send us these accounts, but if he does, then we’ll have to run them.
113 00:09:31.380 ⇒ 00:09:31.930 Justin Breshears: Okay.
114 00:09:33.130 ⇒ 00:09:37.150 Mustafa Raja: So, maybe we keep these in the board and get rid of them?
115 00:09:37.150 ⇒ 00:09:40.740 Uttam Kumaran: But I think this is where, Jesse, you should just ask him, like, hey, we had these remaining.
116 00:09:40.970 ⇒ 00:09:43.010 Uttam Kumaran: Do you want us to close it out?
117 00:09:43.390 ⇒ 00:09:43.960 Uttam Kumaran: Yep, of course.
118 00:09:43.960 ⇒ 00:09:45.320 Mustafa Raja: Okay, yeah, yeah, I’ll do that.
119 00:09:46.510 ⇒ 00:09:50.659 Justin Breshears: that, for sure. Rest of them are gonna go bye-bye, and then…
120 00:09:50.850 ⇒ 00:09:53.989 Justin Breshears: Gustavo, do you have, like.
121 00:09:54.220 ⇒ 00:10:00.659 Justin Breshears: The context and the information, like, you need to start building out, like, the tickets for doing those comparisons?
122 00:10:01.370 ⇒ 00:10:03.620 Justin Breshears: What, I guess, what information do you need?
123 00:10:04.560 ⇒ 00:10:09.849 Mustafa Raja: What are we talking about, really?
124 00:10:11.540 ⇒ 00:10:13.430 Justin Breshears: I figured.
125 00:10:14.240 ⇒ 00:10:24.489 Justin Breshears: So this is where, Tom, I’m gonna run on you. I don’t know exactly what they’re wanting us to look into, other than, like, you know, cost features, you know, quality of…
126 00:10:24.950 ⇒ 00:10:28.380 Mustafa Raja: And this is about the data providers, right?
127 00:10:28.380 ⇒ 00:10:29.160 Uttam Kumaran: Yeah.
128 00:10:29.370 ⇒ 00:10:30.739 Mustafa Raja: For the savings ones?
129 00:10:31.320 ⇒ 00:10:36.609 Uttam Kumaran: Yeah, I think maybe before we start, like, what is the best path? Like, should I put together, like.
130 00:10:37.250 ⇒ 00:10:44.879 Uttam Kumaran: sort of, like, project requirements, basically. Like, I can just put together a little doc on that, and then we, like, go from there, and then… yeah, what’s helpful.
131 00:10:44.880 ⇒ 00:10:55.610 Justin Breshears: I can start it now that I have some notes from the granola thing, I can take from there. Okay. So, now that I have those, I can start that.
132 00:10:55.610 ⇒ 00:11:00.260 Uttam Kumaran: If you do a first draft, I can comment, me and you confirm, and then you can tick it out. It’s perfect.
133 00:11:00.260 ⇒ 00:11:01.999 Justin Breshears: Perfect. I think that’s fun, then.
134 00:11:02.650 ⇒ 00:11:10.659 Uttam Kumaran: I’m gonna… I was gonna do the same thing. I’m gonna shove the transcript into… into… into the, project plan creator, so if you do that, and then…
135 00:11:10.940 ⇒ 00:11:15.940 Uttam Kumaran: take a first pass through it, and then I can give estimates, and then how to break it up.
136 00:11:16.190 ⇒ 00:11:18.669 Uttam Kumaran: we can basically shoot that to Caitlin.
137 00:11:19.090 ⇒ 00:11:25.010 Uttam Kumaran: she’s gonna say, go for it. And yeah, then, basically, I want to back… I wanna…
138 00:11:26.010 ⇒ 00:11:30.389 Uttam Kumaran: Based on the estimates and the timeline, we can confirm that we can get it all done next month.
139 00:11:31.320 ⇒ 00:11:33.570 Justin Breshears: Sounds like a plan, then. Alright, I’ll get on that.
140 00:11:33.750 ⇒ 00:11:41.419 Uttam Kumaran: Hopefully the biggest, if I was to just say a lot of the dependencies here, it’s gonna be getting, like, API access to all of those different vendors.
141 00:11:41.560 ⇒ 00:11:45.980 Uttam Kumaran: It’s gonna be getting the pricing details from each of them.
142 00:11:46.370 ⇒ 00:11:49.359 Uttam Kumaran: Those are… those are, like, probably the biggest risks.
143 00:11:49.530 ⇒ 00:11:55.880 Uttam Kumaran: If we get those, then yeah, it’ll be pretty easy for us to take care. Basically, we’re going one by one through the vendors.
144 00:11:55.980 ⇒ 00:12:01.900 Uttam Kumaran: They have about… they want us to test it… test those vendors with about 100 accounts.
145 00:12:01.930 ⇒ 00:12:20.569 Uttam Kumaran: that are their existing customers, and find out what information they give back for those accounts, and then for us to basically validate, like, is the information accurate? Our… our deliverable here is a, like, a opinion on which ones are the best and why, and, like, this sort of strategy around enrichment providers, so…
146 00:12:20.570 ⇒ 00:12:28.110 Justin Breshears: Got it. That makes a lot more sense. I’m like, what exactly are we testing? But yeah, we’re gonna use 100 of their accounts and basically run it through the platform.
147 00:12:28.110 ⇒ 00:12:47.320 Uttam Kumaran: For example, like, Brainforge will be something we test with. What we’re looking for is that they don’t come up with Brainforge as a 500-person company based out of, like, Alabama. We want to see that… that I come up as a CEO, that it comes up with the right people, comes up with what we do appropriately, things like that. And some vendors will be selling
148 00:12:47.400 ⇒ 00:12:57.550 Uttam Kumaran: about the company, some vendors will be selling about me, some vendors will be selling other signals, so we just are validating that what they’re selling is accurate, why or why not.
149 00:12:57.550 ⇒ 00:12:58.080 Justin Breshears: Okay.
150 00:12:58.240 ⇒ 00:13:11.190 Uttam Kumaran: And then also getting costs. I think the biggest, probably, thing I would say is for that review meeting, she… Caitlin just mentioned having her. Let’s see if we can… if Victor or one other person can get there, that way we can get FaceTime with… with somebody else, too.
151 00:13:12.010 ⇒ 00:13:12.670 Justin Breshears: Okay.
152 00:13:13.200 ⇒ 00:13:15.910 Uttam Kumaran: Yeah, but… That’s fine.
153 00:13:16.660 ⇒ 00:13:17.320 Justin Breshears: Okay.
154 00:13:17.670 ⇒ 00:13:19.970 Justin Breshears: Then I will take a pass at that.
155 00:13:20.370 ⇒ 00:13:26.839 Justin Breshears: Get that over to the two of you for review, but at least we’ll have the first draft, and then we can estimate and go from there.
156 00:13:27.270 ⇒ 00:13:27.940 Uttam Kumaran: Okay.
157 00:13:28.780 ⇒ 00:13:30.880 Justin Breshears: I think that’s all for today. Anything else, team?
158 00:13:33.340 ⇒ 00:13:34.180 Uttam Kumaran: Great.
159 00:13:34.470 ⇒ 00:13:36.370 Justin Breshears: Cool. Have a great day.
160 00:13:36.370 ⇒ 00:13:36.850 Uttam Kumaran: Alright.
161 00:13:37.200 ⇒ 00:13:37.930 Mustafa Raja: Thank you.
162 00:13:37.930 ⇒ 00:13:38.560 Uttam Kumaran: See ya.