Meeting Title: Customer Analysis and Data Vendor Sync Date: 2025-09-29 Meeting participants: Justin Breshears, Mustafa Raja, Samuel Roberts
WEBVTT
1 00:00:14.030 ⇒ 00:00:15.510 Justin Breshears: Hello again.
2 00:00:17.860 ⇒ 00:00:19.950 Mustafa Raja: Hey, how are you?
3 00:00:22.130 ⇒ 00:00:26.129 Justin Breshears: I’ve been… I’ve been so good in the 45 minutes since we last spoke.
4 00:00:26.600 ⇒ 00:00:33.600 Mustafa Raja: We’ll say… Casey told me I missed something in the, insomnia sheet.
5 00:00:33.940 ⇒ 00:00:35.210 Mustafa Raja: that…
6 00:00:35.410 ⇒ 00:00:41.340 Mustafa Raja: Automations aren’t catching for now, so I have to do it manually, so I’ve updated it weekly.
7 00:00:41.790 ⇒ 00:00:42.720 Justin Breshears: Gotcha.
8 00:00:43.180 ⇒ 00:00:44.950 Samuel Roberts: Getting some work done. Hey, guys.
9 00:00:45.430 ⇒ 00:00:51.580 Justin Breshears: a… I did update these, to be back-to-back, starting on Wednesday.
10 00:00:51.580 ⇒ 00:00:52.790 Samuel Roberts: Cool, alright.
11 00:00:52.790 ⇒ 00:01:02.269 Justin Breshears: So, yeah. Tomorrow, there’s a conflict for Utom, and I wanted to give him a chance to join, but after Wednesday, then the interlude and the default ones can be back-to-back.
12 00:01:03.320 ⇒ 00:01:03.590 Samuel Roberts: Sweet.
13 00:01:04.319 ⇒ 00:01:05.919 Justin Breshears: Okay.
14 00:01:06.229 ⇒ 00:01:07.729 Justin Breshears: Let’s run through default.
15 00:01:13.169 ⇒ 00:01:16.459 Justin Breshears: How’s the analysis of the customers going, Stoffa?
16 00:01:17.650 ⇒ 00:01:22.890 Mustafa Raja: Yeah, shoot out a message to Caitlin, need approval from her.
17 00:01:24.780 ⇒ 00:01:29.700 Justin Breshears: Yeah, let’s get that out, because I know she was hoping for that today, so…
18 00:01:29.910 ⇒ 00:01:33.980 Justin Breshears: I know you’ve been working on the insomnia tracker thing, but
19 00:01:34.590 ⇒ 00:01:37.280 Justin Breshears: Yeah, if you can get that message out to Caitlin…
20 00:01:37.280 ⇒ 00:01:38.849 Mustafa Raja: Yeah, I’ve, I did…
21 00:01:39.040 ⇒ 00:01:51.990 Mustafa Raja: in the thread that, she mentioned with them about customers, I have, given her, the whole update, and asked for her approval for this. I’m going to shoot out another message.
22 00:01:52.130 ⇒ 00:01:54.179 Mustafa Raja: To bump it up.
23 00:01:54.690 ⇒ 00:01:57.989 Mustafa Raja: I did it 40 minutes ago, and…
24 00:01:58.730 ⇒ 00:02:00.610 Mustafa Raja: I think I should bump it up.
25 00:02:01.040 ⇒ 00:02:01.690 Samuel Roberts: Yeah, I would…
26 00:02:01.690 ⇒ 00:02:02.980 Mustafa Raja: something important.
27 00:02:03.220 ⇒ 00:02:05.670 Samuel Roberts: Where… where 40 minutes ago? Oh, I see, yeah.
28 00:02:06.740 ⇒ 00:02:10.960 Samuel Roberts: Yeah, I would, maybe tag her and post it to the channel.
29 00:02:12.480 ⇒ 00:02:17.020 Mustafa Raja: Oh, meaning in… Hmm…
30 00:02:17.020 ⇒ 00:02:18.770 Samuel Roberts: It’s in the thread right now, right?
31 00:02:18.880 ⇒ 00:02:20.350 Mustafa Raja: Yeah, it’s in the trend.
32 00:02:20.570 ⇒ 00:02:24.880 Samuel Roberts: Yeah, I would say, when you post on the thread, you can also post on the channel, and I would just be like.
33 00:02:25.190 ⇒ 00:02:35.339 Samuel Roberts: hey, can you take a look at this kind of thing? Or, I don’t know, whatever you need to say to get her approval. But make sure it pops in the channel, because I notice I don’t always get notifications about threads, I have on reds and threads.
34 00:02:35.730 ⇒ 00:02:44.929 Mustafa Raja: See, I do get… I don’t get notifications on my Mac for some reason, but I do get on my phone, which is very weird.
35 00:02:45.190 ⇒ 00:02:52.280 Mustafa Raja: When I was using Windows, it was perfect. I’d get the notifications all the time, but now… now I don’t.
36 00:02:52.430 ⇒ 00:02:53.710 Mustafa Raja: And it’s annoying.
37 00:02:53.900 ⇒ 00:03:00.100 Samuel Roberts: Yeah, gotta be a way to fix that, I’m sure, but in the meantime, I just remember her notifications are set too, so you might just want to tag her.
38 00:03:01.060 ⇒ 00:03:06.999 Mustafa Raja: Okay, okay, yeah. I mean, I did tag her in the thread, so that should give a notification whatsoever.
39 00:03:07.000 ⇒ 00:03:09.419 Samuel Roberts: In the thread, but not in the new post, right?
40 00:03:09.420 ⇒ 00:03:10.000 Mustafa Raja: Yeah.
41 00:03:10.000 ⇒ 00:03:12.620 Justin Breshears: I’ll tell you what, I’ll follow up.
42 00:03:12.620 ⇒ 00:03:16.680 Samuel Roberts: Oh, I did it 1 hour ago and the 40 minutes ago, never mind, I only saw the 40 minutes ago at first.
43 00:03:16.680 ⇒ 00:03:17.000 Justin Breshears: Yeah.
44 00:03:17.000 ⇒ 00:03:19.749 Samuel Roberts: Oh, yeah, yeah. I did two messages.
45 00:03:20.550 ⇒ 00:03:23.920 Samuel Roberts: Okay, that’s what… I just saw the last one and didn’t scroll back. You’re good.
46 00:03:23.920 ⇒ 00:03:25.280 Mustafa Raja: Okay, okay, okay, okay.
47 00:03:25.630 ⇒ 00:03:30.159 Samuel Roberts: Yeah, I think besides that, all the, like, work is done, it just has to run once we get approval, so it should be…
48 00:03:30.380 ⇒ 00:03:31.090 Mustafa Raja: Yeah.
49 00:03:31.630 ⇒ 00:03:36.700 Mustafa Raja: Right, okay. I mean, the pieces are there is just that an approval would be good.
50 00:03:36.920 ⇒ 00:03:38.180 Samuel Roberts: Yeah, totally. Okay.
51 00:03:40.660 ⇒ 00:03:41.610 Samuel Roberts: Cool.
52 00:03:41.610 ⇒ 00:03:43.369 Mustafa Raja: So Justin, are you following? Yeah.
53 00:03:43.710 ⇒ 00:03:45.700 Justin Breshears: Oh, no, I just tagged her again.
54 00:03:45.870 ⇒ 00:03:47.150 Samuel Roberts: Yep. Okay, cool.
55 00:03:47.150 ⇒ 00:03:47.880 Mustafa Raja: Okay, okay.
56 00:03:48.120 ⇒ 00:03:49.250 Samuel Roberts: That’s good.
57 00:03:49.480 ⇒ 00:03:50.230 Justin Breshears: Cool.
58 00:03:50.740 ⇒ 00:03:53.279 Justin Breshears: Great job, thanks for getting that turned around.
59 00:03:54.090 ⇒ 00:03:55.419 Justin Breshears: Was it still a…
60 00:03:55.420 ⇒ 00:04:09.749 Mustafa Raja: We just need the approval, then I’ll run the workbook, and then we will have the data. The question for how are we going to present the data is still there, if it’s going to be a dashboard or something, I don’t know.
61 00:04:11.240 ⇒ 00:04:16.639 Samuel Roberts: Oh, yeah, we want to ask that in the thread, too, while she’s looking at it, because they didn’t really clarify how they want to see it.
62 00:04:18.100 ⇒ 00:04:19.329 Mustafa Raja: Yeah.
63 00:04:21.350 ⇒ 00:04:26.340 Mustafa Raja: I mean, once, once he approves it, I’ll bump it up to them.
64 00:04:26.620 ⇒ 00:04:29.790 Mustafa Raja: That I have the data. How are we going to proceed with it?
65 00:04:30.960 ⇒ 00:04:32.629 Samuel Roberts: Cool. I think that works then.
66 00:04:34.180 ⇒ 00:04:41.589 Mustafa Raja: Yep. I guess we can flush out V2, V2 of dashboard, since V1 was reviewed and nothing…
67 00:04:42.140 ⇒ 00:04:45.780 Mustafa Raja: was suggested to… Be changed, right?
68 00:04:47.400 ⇒ 00:04:49.190 Samuel Roberts: For, 96, you mean?
69 00:04:49.190 ⇒ 00:04:50.230 Mustafa Raja: Yeah, 96.
70 00:04:50.460 ⇒ 00:04:52.229 Mustafa Raja: It was a placeholder, right?
71 00:04:53.540 ⇒ 00:04:54.490 Samuel Roberts: Thanks.
72 00:04:55.780 ⇒ 00:04:57.389 Mustafa Raja: It was a placeholder for V1.
73 00:05:00.270 ⇒ 00:05:01.569 Samuel Roberts: Yeah, okay, there you go.
74 00:05:02.770 ⇒ 00:05:08.020 Mustafa Raja: Now, we didn’t… Get any requests for any changes, so…
75 00:05:11.860 ⇒ 00:05:15.320 Justin Breshears: Yeah, I don’t think we got anything, so I think we can delete that.
76 00:05:15.320 ⇒ 00:05:17.480 Mustafa Raja: Yeah, we can flesh it out, yeah.
77 00:05:18.200 ⇒ 00:05:18.810 Justin Breshears: Right.
78 00:05:21.110 ⇒ 00:05:23.419 Mustafa Raja: I, for 93…
79 00:05:23.960 ⇒ 00:05:34.640 Mustafa Raja: Lev and Ryan, need… I need to follow up with them. But I guess we have paused with them, so if I should follow up or not, I don’t know.
80 00:05:34.810 ⇒ 00:05:36.870 Mustafa Raja: The enrichments…
81 00:05:38.790 ⇒ 00:05:47.030 Mustafa Raja: For this to work, what needs to happen is I need to reconnect the Salesforce tool, and the whole thing is paused, so I don’t know.
82 00:05:51.940 ⇒ 00:05:53.759 Justin Breshears: Sorry, say that again, I got distracted.
83 00:05:55.370 ⇒ 00:05:59.159 Mustafa Raja: Yeah, I’m saying that, for 93, right?
84 00:06:00.240 ⇒ 00:06:04.850 Mustafa Raja: We are paused on some sort of work, right? The enrichment work and all.
85 00:06:08.720 ⇒ 00:06:11.969 Mustafa Raja: The, the clay enrichments that we did develop.
86 00:06:12.950 ⇒ 00:06:13.999 Mustafa Raja: Right. Ripples in there.
87 00:06:14.000 ⇒ 00:06:16.539 Justin Breshears: Or, like, what’s his name? Ryan, or whatever?
88 00:06:16.540 ⇒ 00:06:17.569 Mustafa Raja: and then live.
89 00:06:17.570 ⇒ 00:06:18.250 Justin Breshears: Yeah.
90 00:06:18.600 ⇒ 00:06:33.070 Mustafa Raja: Yeah, so, this… what this, ticket is supposed to do is, is it, will enable them to press a button and to run those enrichments, but the whole thing is disconnected for now.
91 00:06:33.240 ⇒ 00:06:34.829 Justin Breshears: Yeah, I gotcha.
92 00:06:34.830 ⇒ 00:06:40.260 Mustafa Raja: a lot needs to, you know, be… Yeah, I remember we… we kept these just because it was…
93 00:06:40.330 ⇒ 00:06:43.490 Justin Breshears: You know, something that they could come back to us and ask us, you know.
94 00:06:43.490 ⇒ 00:06:44.550 Mustafa Raja: Yeah…
95 00:06:44.840 ⇒ 00:06:48.930 Justin Breshears: let… I’m gonna remove the due dates on them, and just let them kind of sit there for a little bit, if…
96 00:06:49.240 ⇒ 00:06:59.290 Mustafa Raja: Yeah, when we unpause and work again, these two are going to be needed. So, maybe move them to the backlog or something?
97 00:06:59.290 ⇒ 00:06:59.880 Justin Breshears: Yeah.
98 00:07:00.040 ⇒ 00:07:00.949 Justin Breshears: I got you, okay.
99 00:07:00.950 ⇒ 00:07:05.099 Mustafa Raja: Because this is going to happen, just not now, I guess.
100 00:07:05.100 ⇒ 00:07:05.909 Justin Breshears: I’m with you.
101 00:07:06.780 ⇒ 00:07:09.470 Justin Breshears: Cool. Perfect.
102 00:07:15.680 ⇒ 00:07:16.610 Justin Breshears: No.
103 00:07:20.380 ⇒ 00:07:22.689 Justin Breshears: Where are those?
104 00:07:26.370 ⇒ 00:07:28.900 Justin Breshears: Where are the tickets that I…
105 00:07:29.300 ⇒ 00:07:30.050 Samuel Roberts: Ford?
106 00:07:33.080 ⇒ 00:07:34.260 Justin Breshears: What?
107 00:07:35.620 ⇒ 00:07:36.580 Justin Breshears: I don’t know.
108 00:07:38.200 ⇒ 00:07:40.949 Justin Breshears: Why are these not showing up in our cycle?
109 00:07:40.950 ⇒ 00:07:42.339 Samuel Roberts: It’s different, isn’t it?
110 00:07:44.140 ⇒ 00:07:48.390 Samuel Roberts: Okay, yeah, so you put the other ones in the backlog, sorry, I’m just catching up.
111 00:07:48.390 ⇒ 00:07:56.170 Justin Breshears: Yeah, sorry, I’m… I was trying to find these, because I was like, we’re missing these. So, yeah, pretty much after we get this analysis done, it’s… we gotta move on to…
112 00:07:58.150 ⇒ 00:08:10.150 Justin Breshears: the data vendor comparison, right? So, these were just, like, the placeholder tickets that I had, but, definitely need to flesh these out more, because I know there’s a lot more to them than…
113 00:08:10.680 ⇒ 00:08:21.670 Justin Breshears: these, right? Like, test data vendors. Well, that’s gonna be, like, a big, big ongoing thing, so… My ask is, after we get done with this, and we move on to the data vendor comparison, let’s break down.
114 00:08:21.670 ⇒ 00:08:24.169 Mustafa Raja: Yeah, can I get some context on this?
115 00:08:24.790 ⇒ 00:08:29.359 Justin Breshears: Yeah, so that’s the stuff that they asked us to do last week, where…
116 00:08:29.520 ⇒ 00:08:34.180 Justin Breshears: They want us to compare, like, 100 data vendors,
117 00:08:35.280 ⇒ 00:08:39.959 Justin Breshears: And give them a recommendation on, like, which one to go… go with.
118 00:08:40.130 ⇒ 00:08:43.230 Mustafa Raja: Hmm, do I have the…
119 00:08:43.630 ⇒ 00:08:44.320 Justin Breshears: Yeah, so…
120 00:08:44.320 ⇒ 00:08:46.399 Mustafa Raja: Was that they did propose or something?
121 00:08:46.610 ⇒ 00:08:51.720 Justin Breshears: I sent the transcript to you, we talked about Last time we met,
122 00:08:52.530 ⇒ 00:08:55.020 Justin Breshears: Let me make sure that I have information for you.
123 00:08:55.800 ⇒ 00:09:02.359 Mustafa Raja: Hmm, but, but the ones that they need recommendation on, I’ll need their names or something, right?
124 00:09:03.830 ⇒ 00:09:06.149 Justin Breshears: Like, the data vendors that they want.
125 00:09:06.150 ⇒ 00:09:07.880 Mustafa Raja: Yeah, yeah, the one there’s the deal.
126 00:09:07.880 ⇒ 00:09:11.079 Justin Breshears: Not a list of them, they’re just like…
127 00:09:11.600 ⇒ 00:09:14.779 Justin Breshears: Go and research all the ones out there and let us know.
128 00:09:14.780 ⇒ 00:09:15.460 Mustafa Raja: Oh.
129 00:09:15.480 ⇒ 00:09:16.170 Justin Breshears: So…
130 00:09:16.170 ⇒ 00:09:16.930 Mustafa Raja: And they all…
131 00:09:16.930 ⇒ 00:09:23.229 Justin Breshears: they don’t have, like, specific lists of ones that they want to compare, it’s gonna just be up to us to… to see who’s out there.
132 00:09:23.660 ⇒ 00:09:26.200 Mustafa Raja: Okay, I’ll revisit the transcript.
133 00:09:26.570 ⇒ 00:09:39.410 Mustafa Raja: Regarding this, because I… I only, looked in context of the default customers. I didn’t look it in context of the data vendor, so I’ll revisit the transcript on what was talked about that.
134 00:09:39.920 ⇒ 00:09:40.809 Justin Breshears: Yeah, so this is…
135 00:09:40.810 ⇒ 00:09:41.290 Mustafa Raja: happening.
136 00:09:41.290 ⇒ 00:09:45.689 Justin Breshears: Sorry if this was confusing. This is separate from the analysis you’re doing right now.
137 00:09:45.690 ⇒ 00:09:46.690 Mustafa Raja: Yeah, yeah, yeah.
138 00:09:46.690 ⇒ 00:09:48.779 Justin Breshears: Okay, I just wanted to share this. Yeah, okay.
139 00:09:48.780 ⇒ 00:09:49.300 Mustafa Raja: Yeah.
140 00:09:49.300 ⇒ 00:10:02.280 Justin Breshears: This is a separate task, so, this is the main thing that, like, Caitlin asked us to do, you know, going forward is, you know, build out an evaluation criteria for these data vendors, and then start running through…
141 00:10:02.710 ⇒ 00:10:09.379 Justin Breshears: all the different vendors and comparing them based on that evaluation criteria, and then giving them a recommendation on what they go for, so it’s…
142 00:10:09.500 ⇒ 00:10:11.590 Justin Breshears: It’s gonna be down to, like,
143 00:10:11.810 ⇒ 00:10:14.480 Justin Breshears: You know, data… the accuracy of their…
144 00:10:15.160 ⇒ 00:10:23.379 Justin Breshears: of the data when you, like, you know, use their systems and things like that. So we’re gonna have to do things like, you know.
145 00:10:23.480 ⇒ 00:10:25.240 Justin Breshears: get,
146 00:10:25.760 ⇒ 00:10:32.780 Justin Breshears: trial, I guess, account of each of these, and kind of run sample data through, and they’re going to give us sample data…
147 00:10:33.160 ⇒ 00:10:38.149 Justin Breshears: From, like, a hundred of their customers to run through each of these vendors, things like that.
148 00:10:39.080 ⇒ 00:10:39.810 Mustafa Raja: Okay.
149 00:10:39.810 ⇒ 00:10:43.190 Justin Breshears: So, let me make sure that you have…
150 00:10:43.990 ⇒ 00:10:48.320 Justin Breshears: The transcript from the meeting and all that last week, where we talked about it.
151 00:10:49.550 ⇒ 00:10:49.950 Mustafa Raja: Okay.
152 00:10:49.950 ⇒ 00:10:57.200 Justin Breshears: And then, yeah, I think the last time we talked, you were gonna, you know, take that transcript and build out more tickets.
153 00:10:57.440 ⇒ 00:11:08.439 Justin Breshears: Other than these just generalized. So, when I put that transcript through our internal ticket builder, this is all it spit out for me, was these two tickets. So maybe you have a better way of…
154 00:11:08.910 ⇒ 00:11:12.680 Justin Breshears: Building out more, based on that, but…
155 00:11:13.220 ⇒ 00:11:16.219 Justin Breshears: That’ll be the next task, is to get started on that.
156 00:11:18.190 ⇒ 00:11:18.770 Mustafa Raja: Okay.
157 00:11:19.720 ⇒ 00:11:22.979 Justin Breshears: I will get you that transcript, I have it on granola.
158 00:11:24.300 ⇒ 00:11:28.810 Justin Breshears: Unfortunately, Zoom did not record because it was Caitlin’s meeting.
159 00:11:29.020 ⇒ 00:11:29.770 Justin Breshears: But…
160 00:11:29.770 ⇒ 00:11:30.560 Mustafa Raja: Yeah.
161 00:11:30.980 ⇒ 00:11:32.699 Justin Breshears: But I’ll get you that.
162 00:11:32.880 ⇒ 00:11:37.510 Justin Breshears: And then you can let me know any questions or clarifications or info that you need from there.
163 00:11:39.980 ⇒ 00:11:40.610 Mustafa Raja: Okay.
164 00:11:41.300 ⇒ 00:11:42.310 Justin Breshears: Alright.
165 00:11:42.860 ⇒ 00:11:44.479 Justin Breshears: Anything else, fellas?
166 00:11:46.680 ⇒ 00:11:47.830 Samuel Roberts: And, yeah.
167 00:11:47.830 ⇒ 00:11:48.620 Mustafa Raja: for my site.
168 00:11:48.890 ⇒ 00:11:49.450 Justin Breshears: Cool.
169 00:11:49.660 ⇒ 00:11:50.870 Justin Breshears: Thanks, y’all.
170 00:11:51.160 ⇒ 00:11:51.910 Samuel Roberts: Thank you.
171 00:11:51.910 ⇒ 00:11:52.320 Mustafa Raja: Thank you.