Meeting Title: Client Tracker Update Sync Date: 2025-09-26 Meeting participants: Justin Breshears, Robert Tseng
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1 00:06:19.970 ⇒ 00:06:21.069 Justin Breshears: Hey, hey!
2 00:06:21.300 ⇒ 00:06:22.120 Robert Tseng: Hey, Justin.
3 00:06:23.330 ⇒ 00:06:24.500 Justin Breshears: How are you, sir?
4 00:06:25.730 ⇒ 00:06:32.729 Robert Tseng: I’m good, but I’m also at another conference, so I think I’m just kind of away from my desk.
5 00:06:33.620 ⇒ 00:06:39.400 Justin Breshears: Gotcha. I saw that you had an all-day busy thing on there, but I didn’t know what it was, so sorry to book over it, but…
6 00:06:39.400 ⇒ 00:06:46.660 Robert Tseng: No, no, I think it’s fine. I think I just… it’s just… it’s part of the… I’m… I’m always… I’m always on call.
7 00:06:46.660 ⇒ 00:06:54.560 Justin Breshears: Yeah, no, I understand. Well, I won’t take up much of your time, just wanted to make sure that we were aligned, because I don’t want to drop the ball on anything inside.
8 00:06:54.560 ⇒ 00:06:55.000 Robert Tseng: Yeah, sure.
9 00:06:55.000 ⇒ 00:06:59.380 Justin Breshears: So let me see, I got…
10 00:06:59.680 ⇒ 00:07:05.369 Justin Breshears: This ticket created, let me pull it up and make sure that we got all the info in there.
11 00:07:17.500 ⇒ 00:07:21.250 Robert Tseng: Yeah… I… I think this was…
12 00:07:21.480 ⇒ 00:07:30.079 Robert Tseng: I don’t think it’s really the fixing the UTM tracker. I think it was just, like, adding a couple fields to, like, what we’re already tracking. So, I don’t really know where that’s being captured.
13 00:07:31.140 ⇒ 00:07:32.659 Justin Breshears: Gotcha. Okay.
14 00:07:32.980 ⇒ 00:07:40.870 Justin Breshears: Yeah, this is what I pulled from the granola notes, so I don’t have much else. I can’t record those.
15 00:07:41.140 ⇒ 00:07:44.080 Justin Breshears: What fields do you remember that they needed?
16 00:07:44.290 ⇒ 00:07:45.400 Robert Tseng: Nope, don’t remember.
17 00:07:45.730 ⇒ 00:07:50.410 Justin Breshears: Okay, awesome. Let me pull up the original notes.
18 00:08:09.290 ⇒ 00:08:12.950 Justin Breshears: Alright, this is from that day… I pulled the…
19 00:08:12.950 ⇒ 00:08:15.939 Robert Tseng: Yeah, I’m also doing just, like, my own investigation as well.
20 00:08:15.940 ⇒ 00:08:17.030 Justin Breshears: Yeah. Yeah.
21 00:08:18.210 ⇒ 00:08:25.340 Justin Breshears: In the future, I’m gonna be better about capturing this immediately, so apologies for this miss, but…
22 00:08:25.340 ⇒ 00:08:25.990 Robert Tseng: Okay.
23 00:08:25.990 ⇒ 00:08:29.119 Justin Breshears: Getting processes down, getting expectations down.
24 00:08:29.760 ⇒ 00:08:34.019 Justin Breshears: And, you know, being able to devote full-time to it will help as well.
25 00:08:34.890 ⇒ 00:08:35.559 Robert Tseng: Yeah.
26 00:08:53.900 ⇒ 00:08:57.460 Justin Breshears: I really wish I could see the full transcript.
27 00:09:00.300 ⇒ 00:09:01.990 Justin Breshears: I don’t know why I can’t on this one.
28 00:09:21.730 ⇒ 00:09:31.069 Robert Tseng: Yeah, I don’t think, like, we have, shareable granola files or something on this client, like, it’s just… I mean, I have the text, but I can’t even share it with you in Slack, because it’s too long.
29 00:09:32.290 ⇒ 00:09:32.900 Justin Breshears: Chip.
30 00:09:35.230 ⇒ 00:09:38.049 Justin Breshears: I’m looking back at our messages with them.
31 00:09:39.140 ⇒ 00:09:46.570 Robert Tseng: So I think that’s, like, that’s, like, table stakes we need to set up, because most of our… most of our meetings are not going to be recorded here. We’re always going to have to use a note taker.
32 00:09:47.080 ⇒ 00:09:48.600 Justin Breshears: Yeah, exactly.
33 00:09:49.700 ⇒ 00:09:51.389 Justin Breshears: I will get that set up.
34 00:09:51.910 ⇒ 00:09:52.450 Robert Tseng: Yeah.
35 00:09:55.990 ⇒ 00:09:57.229 Robert Tseng: That allowed me.
36 00:10:14.250 ⇒ 00:10:14.950 Robert Tseng: Beautiful.
37 00:10:38.790 ⇒ 00:10:41.629 Justin Breshears: Okay, I do have the full transcript, I don’t know why…
38 00:10:47.010 ⇒ 00:10:49.949 Justin Breshears: Okay, this is helpful. I do have the full transcript.
39 00:10:50.300 ⇒ 00:10:51.090 Robert Tseng: Okay.
40 00:10:51.410 ⇒ 00:11:09.229 Justin Breshears: Okay, so what I’ll do, won’t take up your time, I will, parse through that transcript and get exactly what was said on that call, and then, when I get the… the fields that need to be updated, that’s helpful context, who would be the best person, you think, to assign that to, and we can get that knocked out today.
41 00:11:10.520 ⇒ 00:11:14.539 Robert Tseng: Well, I mean, who’s on… who’s available right now? Like, I think,
42 00:11:15.000 ⇒ 00:11:16.959 Robert Tseng: Yeah, I don’t… I don’t even know.
43 00:11:16.960 ⇒ 00:11:21.470 Justin Breshears: Yeah, I don’t… I… this is one of the things I need to learn, is, like, how we…
44 00:11:21.750 ⇒ 00:11:24.189 Justin Breshears: How we look at that stuff,
45 00:11:26.400 ⇒ 00:11:28.069 Justin Breshears: Yeah, I mean… I’m digging into that.
46 00:11:28.430 ⇒ 00:11:29.589 Robert Tseng: I feel like…
47 00:11:32.200 ⇒ 00:11:37.080 Robert Tseng: I mean, I’m looking through the notes, I want there to be, like, a clear action, because Carly asked this last week.
48 00:11:41.290 ⇒ 00:11:55.160 Robert Tseng: We were supposed to receive a tracker from them, I don’t know if we ever did, and then, in terms of setting up conventions, like, I can… I can do that. I don’t think anybody else on… on… on… on the team in this… on this client is going to be able to do that.
49 00:11:55.650 ⇒ 00:12:04.029 Robert Tseng: But then as far as, like, configurations go, like, yeah, we need to pull someone else in to do it. I would prefer to pull in,
50 00:12:05.180 ⇒ 00:12:09.170 Robert Tseng: It’s either gonna be Zoran or Andrew, but,
51 00:12:09.480 ⇒ 00:12:24.929 Robert Tseng: I think, yeah, like, I just… there’s gonna be some… some… some lead time there, because then we have to brief them on what exactly needs to change, and… and all that, so… yeah, there’s actually quite a few pieces that need to go into this before it can be done. Like, there’s no way we’re gonna get it done today.
52 00:12:25.730 ⇒ 00:12:26.310 Justin Breshears: Right.
53 00:12:27.560 ⇒ 00:12:34.189 Justin Breshears: If they were supposed to send us the tracker, then I haven’t seen that come through.
54 00:12:37.230 ⇒ 00:12:39.649 Robert Tseng: I’ll send Messen for now.
55 00:12:40.070 ⇒ 00:12:41.870 Robert Tseng: And,
56 00:12:47.350 ⇒ 00:12:55.289 Robert Tseng: Yeah, I’m basically just gonna voice record a message, and I’m gonna send it to Carly. I think that’s… that’s best we could do. I don’t think we’re gonna get in debt today, so… Okay.
57 00:12:55.920 ⇒ 00:12:59.380 Robert Tseng: Okay, so I’ll do that. And then anything else?
58 00:12:59.880 ⇒ 00:13:15.539 Justin Breshears: No, in the future, I’m gonna make sure that we’re… I’m doing a better job of recording stuff like this and making sure that it gets put into linear. I’m still getting down all of our systems and processes there, so… sorry for the early miss there, but we’ll fix it and move forward.
59 00:13:16.270 ⇒ 00:13:24.430 Robert Tseng: Yeah, all good. I think, I’m… I think I… I’m… I’m also concerned about… oh, wait, this should not be…
60 00:13:25.440 ⇒ 00:13:27.140 Robert Tseng: I don’t want this to be recorded.
61 00:13:28.580 ⇒ 00:13:29.920 Robert Tseng: Can you turn off the recording?
62 00:13:29.920 ⇒ 00:13:30.810 Justin Breshears: Oh, yeah.
63 00:13:31.140 ⇒ 00:13:31.660 Robert Tseng: Yeah.
64 00:13:31.660 ⇒ 00:13:32.799 Justin Breshears: I think it’s on me.