Meeting Title: Insomnia Planning Date: 2025-10-08 Meeting participants: Justin Breshears, Awaish Kumar, Mustafa Raja, Casie Aviles, Robert Tseng, Samuel Roberts
WEBVTT
1 00:00:57.010 ⇒ 00:00:58.150 Justin Breshears: I wish.
2 00:00:59.630 ⇒ 00:01:00.430 Awaish Kumar: Aye.
3 00:01:00.730 ⇒ 00:01:01.700 Justin Breshears: How are you?
4 00:01:02.560 ⇒ 00:01:03.810 Awaish Kumar: I’m good, how about you?
5 00:01:04.260 ⇒ 00:01:05.330 Justin Breshears: Good, good.
6 00:01:14.680 ⇒ 00:01:17.150 Justin Breshears: Mustafa, Casey, hello?
7 00:01:17.690 ⇒ 00:01:18.420 Mustafa Raja: Hey.
8 00:01:19.930 ⇒ 00:01:20.600 Casie Aviles: Ayy.
9 00:01:21.680 ⇒ 00:01:22.420 Casie Aviles: Mmm.
10 00:02:00.730 ⇒ 00:02:01.990 Justin Breshears: Morning, Robert.
11 00:02:02.410 ⇒ 00:02:03.310 Robert Tseng: Morning, everyone.
12 00:02:04.780 ⇒ 00:02:06.450 Justin Breshears: Awesome. Gang’s all here.
13 00:02:07.970 ⇒ 00:02:10.060 Justin Breshears: Let’s dig in. So,
14 00:02:10.810 ⇒ 00:02:19.269 Justin Breshears: Today is… is more planning and making sure that, you know, we have all the work mapped out that we need to do, for this… this project, and…
15 00:02:20.790 ⇒ 00:02:35.749 Justin Breshears: Not only that, you know, make sure, like, if there’s any blockers or access issues or whatever, like, you can let me know, and I can continue to help get those, you know, unblocked. So, that’s the goal today. I’ll pull up the board.
16 00:02:36.580 ⇒ 00:02:38.699 Justin Breshears: We can go through what we currently have here.
17 00:02:39.850 ⇒ 00:02:42.410 Justin Breshears: This is the one that I think we need to…
18 00:02:43.000 ⇒ 00:02:52.899 Justin Breshears: make sure that we get nailed down is what Mustafa’s status is, and getting him to where he’s, you know, delivering on analysis, you know, by the end of the week, so…
19 00:02:53.030 ⇒ 00:02:56.669 Justin Breshears: Let’s start there, Mustafa. Where are we…
20 00:02:57.390 ⇒ 00:02:59.980 Justin Breshears: Where are we at with you getting up to speed here?
21 00:03:00.760 ⇒ 00:03:04.669 Mustafa Raja: I guess I, I now have, access to…
22 00:03:04.810 ⇒ 00:03:07.730 Mustafa Raja: Almost all of the dashboards.
23 00:03:08.030 ⇒ 00:03:10.480 Mustafa Raja: Except,
24 00:03:11.120 ⇒ 00:03:17.690 Mustafa Raja: the CPC one, I believe it’s somewhere in the Power BI, I’m not sure… I’m not sure, though.
25 00:03:18.080 ⇒ 00:03:20.530 Mustafa Raja: Let me know if that is the case.
26 00:03:22.630 ⇒ 00:03:30.110 Robert Tseng: Yeah, CBC is not a Power BI dash, it’s, like, something… I don’t know what stack they built it on, it’s some internal tool that they built.
27 00:03:31.800 ⇒ 00:03:50.019 Robert Tseng: I don’t know how else you would access it other than using the Insomnia cookies, grids. So, I mean, we basically are sharing either our Brainforge… every time I’m asking for, like, access now, I’m asking them to add either the Insomnia account or the Brainforge account that we’ve set up. So…
28 00:03:51.950 ⇒ 00:04:03.519 Robert Tseng: one of them, I don’t… I still do not understand, like, when they’re able to use one or the other, so just kind of… kinda… you’re just gonna have to try both, whenever we… whenever we’re trying to log in something.
29 00:04:04.730 ⇒ 00:04:14.379 Justin Breshears: Yeah, and that’s the problem with, like, the Insomnia Cookies domain that you have, Robert. Like, I tried every which way to get logged in, was never able to get logged in.
30 00:04:14.570 ⇒ 00:04:17.620 Justin Breshears: to your, Insomnia Cookies account, so…
31 00:04:17.620 ⇒ 00:04:21.810 Robert Tseng: Is anybody else able to log into it? Because I feel like Casey has been able to.
32 00:04:22.750 ⇒ 00:04:27.650 Casie Aviles: No, mustafa has access to it, yeah.
33 00:04:27.830 ⇒ 00:04:39.509 Mustafa Raja: Yeah, I think we need to reset the password for it. What happened was when I logged into, it for… to update the daily scorecards on…
34 00:04:39.510 ⇒ 00:04:50.940 Mustafa Raja: I guess last Monday, the password, needed to be updated. I did update that, and, it somehow didn’t get into, 1Pass.
35 00:04:52.800 ⇒ 00:05:01.639 Mustafa Raja: So this is where we need your help. I guess if you could update the password and update 1Pass, that would really help the team.
36 00:05:02.340 ⇒ 00:05:03.670 Robert Tseng: I’m doing that right now.
37 00:05:04.410 ⇒ 00:05:10.210 Justin Breshears: Yeah, so this is… The problem that I see is it doesn’t even show that there’s an account.
38 00:05:11.140 ⇒ 00:05:11.820 Mustafa Raja: Oh.
39 00:05:11.820 ⇒ 00:05:14.870 Justin Breshears: Anybody else getting that when they try to log in?
40 00:05:15.680 ⇒ 00:05:17.580 Mustafa Raja: No, it does…
41 00:05:17.580 ⇒ 00:05:23.600 Justin Breshears: tried… This as well… There…
42 00:05:28.680 ⇒ 00:05:36.780 Justin Breshears: There’s no extra… Spaces… I don’t know.
43 00:05:36.780 ⇒ 00:05:42.790 Mustafa Raja: Oh, it, hmm, I don’t want to log out and test this.
44 00:05:42.790 ⇒ 00:05:44.460 Justin Breshears: Yeah, no.
45 00:05:46.360 ⇒ 00:05:49.459 Awaish Kumar: Can you click on forgot your username?
46 00:05:56.170 ⇒ 00:05:57.800 Awaish Kumar: Oh, okay.
47 00:05:58.320 ⇒ 00:06:02.649 Awaish Kumar: Generally, like, Microsoft offers, like, two different kinds of
48 00:06:02.910 ⇒ 00:06:09.910 Awaish Kumar: ways to sign in. One is just a Microsoft account, another one is, like, workspace-related Microsoft account.
49 00:06:10.910 ⇒ 00:06:12.140 Awaish Kumar: And, yeah.
50 00:06:12.910 ⇒ 00:06:19.860 Awaish Kumar: if it is linked to workspace, like, specific to Insomnia, then we wouldn’t be able to log into general
51 00:06:20.600 ⇒ 00:06:21.790 Awaish Kumar: He’s what it is.
52 00:06:21.790 ⇒ 00:06:29.440 Justin Breshears: Okay, so maybe that’s the problem, is where I’m logging in, because it says just Microsoft.com in the OnePass, but if there’s a specific…
53 00:06:30.080 ⇒ 00:06:32.820 Justin Breshears: URL that I’m supposed to be logging in, that might be the issue.
54 00:06:35.330 ⇒ 00:06:35.850 Awaish Kumar: Yo.
55 00:06:36.960 ⇒ 00:06:43.839 Mustafa Raja: Maybe, maybe we can, try, you can try the SharePoint, sheet.
56 00:06:45.240 ⇒ 00:06:49.080 Mustafa Raja: Link, and then see where it takes you from there.
57 00:06:56.220 ⇒ 00:06:58.740 Justin Breshears: Yeah, it’s gotta be the URL, then. Okay.
58 00:06:58.740 ⇒ 00:07:11.240 Robert Tseng: Okay, yeah, so I reset the Microsoft credits, passwords, and 1Pass, and I also changed the recovery email to the InsomniaCookies at Brainforge email, so if we get blocked again, then hopefully you guys can go in and just do it yourself. Okay. Yeah.
59 00:07:11.240 ⇒ 00:07:11.840 Justin Breshears: Okay.
60 00:07:12.400 ⇒ 00:07:15.230 Justin Breshears: That… Should solve that.
61 00:07:15.340 ⇒ 00:07:16.270 Justin Breshears: Oh.
62 00:07:19.880 ⇒ 00:07:24.270 Justin Breshears: Yeah, and… I can confirm it works.
63 00:07:24.990 ⇒ 00:07:26.030 Justin Breshears: So I’m in, though.
64 00:07:26.190 ⇒ 00:07:26.920 Justin Breshears: Great.
65 00:07:27.110 ⇒ 00:07:32.460 Justin Breshears: That issue is unblocked, and now Mustafa is not the only one that has…
66 00:07:33.850 ⇒ 00:07:41.480 Justin Breshears: Access to that. Okay. So as far as the CPC dashboard, you should be able to use those credentials to get to that one, right?
67 00:07:42.200 ⇒ 00:07:42.590 Robert Tseng: Yeah.
68 00:07:42.590 ⇒ 00:07:46.749 Mustafa Raja: Yeah, if anyone would have the link to it, that would be really good.
69 00:07:47.060 ⇒ 00:07:47.530 Justin Breshears: Perfect.
70 00:07:47.530 ⇒ 00:07:51.750 Robert Tseng: Yeah, it’s in the Notion now, so if you guys look,
71 00:07:52.120 ⇒ 00:07:56.229 Robert Tseng: Yeah, like, I’ve updated Insomnia Notion, so I think… I’m just gonna…
72 00:07:56.230 ⇒ 00:07:56.860 Mustafa Raja: Okay.
73 00:07:57.220 ⇒ 00:07:58.350 Mustafa Raja: Okay, thank you.
74 00:07:59.780 ⇒ 00:08:05.469 Justin Breshears: So now we have everything that you need. Now, let’s make sure that we have, like, the work itself.
75 00:08:05.590 ⇒ 00:08:14.859 Justin Breshears: That you’re on the same page of, like, what it is that you need to be doing, so that we can, you know, make sure that we’re off and running from today on. So,
76 00:08:15.750 ⇒ 00:08:22.780 Justin Breshears: do you… myself, do you have any questions or need any more information on the analysis that you will be doing, now that you have.
77 00:08:22.780 ⇒ 00:08:28.120 Mustafa Raja: Yeah, yeah, yeah, yeah, so if you open up 150, INS 150…
78 00:08:30.330 ⇒ 00:08:33.110 Mustafa Raja: Yeah, I looked into the data,
79 00:08:33.419 ⇒ 00:08:46.729 Mustafa Raja: Yeah, my only question here would be, do we, are we looking for a specific tool to build, build out this, analysis? Or, if I can just go ahead and.
80 00:08:46.900 ⇒ 00:08:50.720 Mustafa Raja: And do it in a Jupyter notebook or something?
81 00:08:50.930 ⇒ 00:08:54.450 Robert Tseng: Yeah, different notebook’s fine, or you can do it in Google Sheets with what maybe you learned.
82 00:08:54.450 ⇒ 00:08:55.140 Mustafa Raja: Oh, yeah.
83 00:08:55.140 ⇒ 00:08:55.930 Robert Tseng: Office hours.
84 00:08:56.320 ⇒ 00:08:59.889 Robert Tseng: up to you. Yeah, it’s pretty lightweight. I think he just wants to see trends, so…
85 00:09:01.200 ⇒ 00:09:03.009 Mustafa Raja: Okay, yeah, that’s good. Okay.
86 00:09:03.820 ⇒ 00:09:06.280 Robert Tseng: Okay, do you think we can get this turned around today?
87 00:09:07.850 ⇒ 00:09:10.830 Mustafa Raja: Yeah, this should be good.
88 00:09:10.830 ⇒ 00:09:18.949 Robert Tseng: Okay, yeah, because they were expecting it last Friday, but obviously we had some setbacks, so, yeah, this is kind of a should-have-been-done-yesterday kind of thing.
89 00:09:19.690 ⇒ 00:09:20.250 Mustafa Raja: Okay.
90 00:09:21.120 ⇒ 00:09:22.080 Justin Breshears: Okay, so it’s urgent…
91 00:09:22.080 ⇒ 00:09:23.670 Mustafa Raja: We’re still estimating a 2.
92 00:09:23.670 ⇒ 00:09:24.810 Justin Breshears: for that?
93 00:09:27.670 ⇒ 00:09:29.690 Mustafa Raja: Yeah, let’s keep it 2 points.
94 00:09:29.690 ⇒ 00:09:30.330 Justin Breshears: Okay.
95 00:09:31.050 ⇒ 00:09:32.520 Justin Breshears: Every day? Okay.
96 00:09:33.840 ⇒ 00:09:37.449 Mustafa Raja: Okay, and the other one would be…
97 00:09:40.360 ⇒ 00:09:48.000 Mustafa Raja: So, I need to discover, the customer-level data, that should be embraced, so if we can create a ticket about that.
98 00:09:51.160 ⇒ 00:09:53.059 Justin Breshears: Okay, so creating a new ticket?
99 00:09:53.670 ⇒ 00:09:54.630 Mustafa Raja: Yeah.
100 00:09:54.630 ⇒ 00:09:55.280 Justin Breshears: Okay.
101 00:09:55.940 ⇒ 00:10:07.240 Mustafa Raja: I need to figure out, how, how campaigns are being linked to, customers, so we can then build an analysis on that.
102 00:10:14.600 ⇒ 00:10:15.890 Justin Breshears: Does that sound about right?
103 00:10:16.690 ⇒ 00:10:18.310 Mustafa Raja: Yeah, yeah, this is good enough.
104 00:10:18.310 ⇒ 00:10:19.130 Justin Breshears: Okay.
105 00:10:22.940 ⇒ 00:10:25.499 Justin Breshears: Are we gonna estimate on this?
106 00:10:25.500 ⇒ 00:10:27.889 Mustafa Raja: Yeah, let’s do 2 for now.
107 00:10:30.180 ⇒ 00:10:34.020 Justin Breshears: Is this, like, an end of… by the end of the week kind of a deal?
108 00:10:34.020 ⇒ 00:10:35.800 Mustafa Raja: Yeah, yeah, let’s do that.
109 00:10:37.870 ⇒ 00:10:40.790 Justin Breshears: We need any more information in the description on that?
110 00:10:40.790 ⇒ 00:10:45.869 Mustafa Raja: Yeah, my hunch is this is going to be somewhere in the breeze, so…
111 00:10:46.560 ⇒ 00:10:53.929 Mustafa Raja: We can… we can say here, explore bridge or something in the description if you want to, but this is good.
112 00:10:54.370 ⇒ 00:10:54.990 Justin Breshears: Okay.
113 00:10:55.370 ⇒ 00:11:01.560 Justin Breshears: Tell you what, I’ll let you fill it in as you get to work on that one, because you’re gonna have more context than me.
114 00:11:02.160 ⇒ 00:11:03.240 Justin Breshears: Okay.
115 00:11:03.510 ⇒ 00:11:11.509 Justin Breshears: Okay, but first up is the urgent one, this one, 150, and then you can get started on 163 here.
116 00:11:11.620 ⇒ 00:11:12.110 Justin Breshears: Okay.
117 00:11:12.110 ⇒ 00:11:12.860 Mustafa Raja: Okay.
118 00:11:13.580 ⇒ 00:11:18.069 Justin Breshears: Is there anything else missing for Mustafa’s tasks this week?
119 00:11:24.920 ⇒ 00:11:25.750 Robert Tseng: Nope.
120 00:11:26.020 ⇒ 00:11:26.710 Justin Breshears: Okay.
121 00:11:28.120 ⇒ 00:11:32.859 Justin Breshears: Casey, anything blocking you on your scorecards?
122 00:11:33.550 ⇒ 00:11:37.879 Justin Breshears: I know you were… we’re still trying to work on access for the daily sales flash, but…
123 00:11:39.120 ⇒ 00:11:42.670 Casie Aviles: Yeah, so now that we’ve,
124 00:11:42.930 ⇒ 00:11:48.969 Casie Aviles: we fixed the password thing, then I should have access to that, but only through the Roberts account.
125 00:11:49.380 ⇒ 00:11:52.100 Casie Aviles: Not to the… not with the insomnia.
126 00:11:53.850 ⇒ 00:11:56.279 Justin Breshears: Fine, as long as we have one of them.
127 00:11:56.280 ⇒ 00:11:56.600 Casie Aviles: Yep.
128 00:11:56.600 ⇒ 00:12:02.430 Justin Breshears: That works, that’s fine. But yeah, now that you have access through Robert’s account, you do have access to that again.
129 00:12:02.920 ⇒ 00:12:05.440 Casie Aviles: Yes, Suresh, that should be good.
130 00:12:06.080 ⇒ 00:12:06.770 Justin Breshears: Awesome.
131 00:12:07.750 ⇒ 00:12:14.350 Justin Breshears: Alright, well then, your task is pretty straightforward, still have this recurring task for that, so…
132 00:12:15.250 ⇒ 00:12:21.569 Casie Aviles: I did think it tagged me somewhere for, like, I think they had a request regarding…
133 00:12:21.570 ⇒ 00:12:30.899 Justin Breshears: Yeah, I wanted to look at that, so… Oh, yeah, you already confirmed on that, that you’re updating the DoorDash Daily again? That was Matthew’s question.
134 00:12:31.030 ⇒ 00:12:35.449 Justin Breshears: Yeah, let’s look at the task that Bertie sent over, yeah.
135 00:12:35.600 ⇒ 00:12:39.340 Justin Breshears: Yeah, share out my Slack.
136 00:12:42.060 ⇒ 00:12:43.200 Justin Breshears: Okay, yeah.
137 00:12:43.740 ⇒ 00:12:47.929 Justin Breshears: So… this is what she sent over.
138 00:12:52.080 ⇒ 00:12:59.920 Casie Aviles: Okay, so it looks like it’s going to be, like, just a simple… data flow thing. She wants…
139 00:13:00.930 ⇒ 00:13:05.720 Casie Aviles: the marketing data to go to another sheet, I believe.
140 00:13:11.430 ⇒ 00:13:12.860 Justin Breshears: Is this a task?
141 00:13:14.100 ⇒ 00:13:17.550 Justin Breshears: that you… you can handle, Casey, because it’s automation-related.
142 00:13:21.040 ⇒ 00:13:27.449 Casie Aviles: Yeah, I think it should be something I can handle. I’ll take a look at this, and then…
143 00:13:27.700 ⇒ 00:13:29.500 Casie Aviles: I’ll probably create a ticket.
144 00:13:30.150 ⇒ 00:13:32.670 Justin Breshears: I’m creating a ticket for you now.
145 00:13:32.840 ⇒ 00:13:35.539 Justin Breshears: And just copying and pasting this in there.
146 00:13:36.180 ⇒ 00:13:37.350 Justin Breshears: So that you have it.
147 00:13:39.560 ⇒ 00:13:40.220 Casie Aviles: Alright.
148 00:13:41.810 ⇒ 00:13:45.440 Justin Breshears: Robert, do you have any input or anything to add on that one?
149 00:13:48.230 ⇒ 00:13:57.239 Robert Tseng: No, I think that’s… I mean, it’s kind of a deep… seems pretty straightforward to me. It’s just, we already do… we already tracked this, so…
150 00:13:57.790 ⇒ 00:14:02.410 Robert Tseng: Whatever format she wants to see it in, which is… Okay. Either telling her.
151 00:14:02.490 ⇒ 00:14:03.320 Justin Breshears: Sit.
152 00:14:03.320 ⇒ 00:14:08.000 Robert Tseng: look at what we do differently, or… I mean, I think this is kind of the…
153 00:14:08.960 ⇒ 00:14:19.210 Robert Tseng: We’re… we’re just… we’re just, like, kind of saying yes to whatever they’re asking for, but, like, we’re not really thinking if there’s a better way to, like, visualize it, so…
154 00:14:19.380 ⇒ 00:14:22.090 Robert Tseng: It’s not just… sorry, it’s not just visualization, it’s just, like.
155 00:14:22.200 ⇒ 00:14:33.860 Robert Tseng: we inherit this marketing performance tracker. I think it’s okay. It clearly is not really something that Bertie understands. So, like, yeah, if you guys… I mean, you can…
156 00:14:34.470 ⇒ 00:14:46.220 Robert Tseng: I don’t think she knows what she wants, so I’m, like, anticipating that even if we tell her where to look, she’s… this… this… like, this sheet needs to… needs to evolve, which is…
157 00:14:46.330 ⇒ 00:14:48.130 Robert Tseng: I guess…
158 00:14:49.290 ⇒ 00:14:59.510 Robert Tseng: I don’t… if… I don’t know if you guys feel comfortable, like, working with her to, like, figure out what… what that next step is. So I… but to me, I’m… I’m not… I’m not really…
159 00:14:59.630 ⇒ 00:15:08.030 Robert Tseng: looking at it, because I’m working… I don’t feel like that’s that high priority. She’s just, like, wanting to understand what she’s looking at.
160 00:15:08.380 ⇒ 00:15:13.210 Robert Tseng: I think it’s important to… like, get her something, but…
161 00:15:13.360 ⇒ 00:15:19.829 Robert Tseng: I mean, yeah, just… if you don’t know what to do, just tell me and I will do it, so…
162 00:15:23.840 ⇒ 00:15:24.570 Casie Aviles: Okay.
163 00:15:31.750 ⇒ 00:15:34.799 Justin Breshears: Okay, what do we want to title this one?
164 00:15:39.310 ⇒ 00:15:48.720 Casie Aviles: Looks like just, moving data to… Their snapshot, weekly snapshot.
165 00:15:53.530 ⇒ 00:15:55.750 Justin Breshears: what was it, from Braze, and…
166 00:15:59.290 ⇒ 00:15:59.930 Casie Aviles: Yep.
167 00:16:00.600 ⇒ 00:16:01.360 Justin Breshears: See that?
168 00:16:01.550 ⇒ 00:16:04.010 Justin Breshears: What do you estimate on this one?
169 00:16:05.700 ⇒ 00:16:10.359 Casie Aviles: Yeah, I think that should… Let’s just do one point for now, yeah.
170 00:16:10.500 ⇒ 00:16:11.960 Casie Aviles: Grab the chimney.
171 00:16:11.960 ⇒ 00:16:13.689 Justin Breshears: We think we can knock this out today?
172 00:16:16.280 ⇒ 00:16:17.390 Casie Aviles: Sure, sure.
173 00:16:21.560 ⇒ 00:16:33.689 Justin Breshears: I’d like to get some wins on the books, this week with them, so any of these, like, tasks that we can help them out with, get, you know, some things accomplished this week, I think will help with that.
174 00:16:35.520 ⇒ 00:16:36.200 Mustafa Raja: Okay.
175 00:16:37.790 ⇒ 00:16:43.960 Justin Breshears: Okay, yeah, I think that is all of the outstanding, like, ad hoc tasks, and…
176 00:16:44.260 ⇒ 00:16:49.070 Justin Breshears: We got myself up to speed on general analysis, anything else for today?
177 00:16:52.830 ⇒ 00:16:57.939 Robert Tseng: Yeah, whenever you’re done, I can… I can screen share, and then I can build the rest of the time.
178 00:16:58.440 ⇒ 00:16:59.310 Justin Breshears: All yours.
179 00:16:59.550 ⇒ 00:17:00.220 Robert Tseng: Okay.
180 00:17:01.100 ⇒ 00:17:09.719 Robert Tseng: Yeah, so, Mustafa, I just messaged you, kind of, specifically, like, what you can do to actually do the digging. I already more or less, kind of, found where it is, so,
181 00:17:09.740 ⇒ 00:17:25.510 Robert Tseng: you just pick… pick one week’s… one week’s campaign, drill down to users by product and RFM segments. If we can do that, then you can layer that into something else that I’m working on. So, yeah, I think, like, kind of, with these requests, like, some of these are open-ended, obviously, so…
182 00:17:26.050 ⇒ 00:17:45.630 Robert Tseng: I’m just gonna kind of re… re-share, like, some of the artifacts that have changed. If there’s any access things, you guys should come here. Like, all… every data source dashboard link should be here now, and we can continue to fill up context if you guys don’t know where things are. So, yeah, like, I think this is kind of… if it’s not there, then…
183 00:17:46.010 ⇒ 00:17:49.670 Robert Tseng: I mean, it’s probably… I go…
184 00:17:49.810 ⇒ 00:18:06.260 Robert Tseng: we have to… we have to go ask for it. So, yeah, I… I think that should be… that should be the go-to. It’s like, check here. If you don’t see something here, then you’re asking Justin. If Justin doesn’t know, or… I mean, kind of take Justin off the picture. Just go straight to the… just go straight to the client.
185 00:18:06.430 ⇒ 00:18:15.570 Robert Tseng: Gustavo, I know you’re not on the external client channel yet. I may add you in soon. Kind of have to figure out, like, who do we actually want in that channel, but at least.
186 00:18:15.570 ⇒ 00:18:15.940 Mustafa Raja: Okay.
187 00:18:15.940 ⇒ 00:18:20.100 Robert Tseng: I know Casey’s comfortable kind of messaging her there and whatever, so, like, that’s… that’s fine.
188 00:18:21.720 ⇒ 00:18:40.909 Robert Tseng: Yeah, I mean, this was just kind of when you were onboarding, just to kind of think… I mean, these are all of the things that we’re thinking about. I’ve kind of structured it in different ways. We have, this roadmap where every… every request we get rolls up into one of these four projects. So, right now, we’re really focused on just own channel lifecycle optimization.
189 00:18:41.100 ⇒ 00:18:45.740 Robert Tseng: I know this is all pretty high level for you guys, so I’m not gonna… gonna go too much into it.
190 00:18:45.830 ⇒ 00:19:04.389 Robert Tseng: This was kind of the readout that we had to do for this week. This was on Monday, trying to understand, okay, well, there’s, like, a overall softness across the company where performance is down year over year. Didn’t really understand why. So, when I’m leaving feedback on this, I’m outlining out, like, what…
191 00:19:05.500 ⇒ 00:19:09.259 Robert Tseng: What the goal is, like, what the driving questions are, like, what…
192 00:19:09.300 ⇒ 00:19:24.390 Robert Tseng: levers we’re trying to influence, and it’s… this is, like, a very open-ended, like, working… working dog. It just has to be that way in analysis. So, when I leave feedback in green, and I’m tagging you in it, or Gustava, this is, like, stuff that you need to go and find. So…
193 00:19:24.390 ⇒ 00:19:34.869 Robert Tseng: stuff like taxonomy for offer type, like, I don’t really think they understand that. So, when you’re in Braze, trying to learn, like, what offers do they have… what offers do they have, right? We have, like, different…
194 00:19:34.870 ⇒ 00:19:53.649 Robert Tseng: I mean, I would expect this team to be a master of Braze data already. Like, I’ve probably spent, like, 2 hours in Braze total, and I’ve, you know, I just went in and got a full export of everything from the past year, and I’ve literally just been going through, looking at different columns, trying to understand what’s in Braze data. So, I can share this with you, but, I mean.
195 00:19:53.670 ⇒ 00:19:58.339 Robert Tseng: I don’t… like, this is… this is kind of just what you need to… in order to kind of catch up, so…
196 00:19:58.430 ⇒ 00:20:14.640 Robert Tseng: generally, like, I see what the offers are. There’s offers by different platforms, they’re running some seasonal offers, some discounted things, like, get X for X, whatever, pumpkin spice latte, special products, like, so there’s just, like.
197 00:20:14.660 ⇒ 00:20:29.100 Robert Tseng: try to, like, even if you need GPT to help you, take an export of all these campaign names, and try to, like, try to… try to frame them. So, like, what are the… like, how do they actually… how should they actually create a taxonomy to, like, categorize the different offers?
198 00:20:29.270 ⇒ 00:20:45.249 Robert Tseng: right now, everything is just kind of a one-off thing for them. I don’t really think they’re that organized around, like, understanding their own offers, so I think this is more of an exercise for us to be able to, like, create more… more, layers of segmentation, right? So…
199 00:20:45.700 ⇒ 00:21:01.080 Robert Tseng: I mean, I guess Oasis on this call, but with some of our other… for other CPG clients, like, we pretty much had to do this exercise, too. We had to come up with the product marketing names, or the marketing product names for Eden. We had to come up with,
200 00:21:01.220 ⇒ 00:21:10.019 Robert Tseng: like, they have different levels of, like, categorization for the products. Like, obviously, we were working with the client to kind of
201 00:21:10.480 ⇒ 00:21:19.479 Robert Tseng: Let’s see if they agreed with what we did. But we’ve got… we started at the product level, then rolled it up to sub-products, to products, to product categories, like.
202 00:21:19.480 ⇒ 00:21:30.589 Robert Tseng: That’s what I mean by taxonomy. So, like, I know… I know we’re not working in Azure, we’re not really building out database, or, like, the whole data modeling, so to me, this is more of an architecture type of, like.
203 00:21:30.790 ⇒ 00:21:31.909 Robert Tseng: like.
204 00:21:32.020 ⇒ 00:21:37.339 Robert Tseng: task that we need to do. It’s just for your better understanding of, like, how do we, like.
205 00:21:37.790 ⇒ 00:21:41.159 Robert Tseng: what are all the differences between these different campaigns? So…
206 00:21:41.670 ⇒ 00:21:49.799 Robert Tseng: This is not an urgent thing, but it’s kind of like a… if I were picking up a raw data set like this, I would just be doing this exercise, so…
207 00:21:50.440 ⇒ 00:21:57.579 Robert Tseng: I mean, I will… I can contribute to that and help there, but, yeah, that’s… that’s kind of why this is… this is there.
208 00:21:59.400 ⇒ 00:22:01.810 Robert Tseng: Yeah, I guess, any questions? Is that pretty, like.
209 00:22:01.810 ⇒ 00:22:02.940 Mustafa Raja: Yeah, this makes sense.
210 00:22:02.940 ⇒ 00:22:19.660 Robert Tseng: Okay, cool. So, and then we’re going to find different segments. So, they’re talking about RFM segments, you’re looking at CPC, you know, eventually you’ll get access to this. This is their tool, some sort of internal tool, looks like you have to use Insomnia cookies, so I think you have to log in with a Microsoft account.
211 00:22:20.110 ⇒ 00:22:32.899 Robert Tseng: They have their segments in here. These are not defined within Brace, but they are as tasks, so even in that export that I just sent you, Mustafa, like, sorry.
212 00:22:33.540 ⇒ 00:22:37.390 Robert Tseng: Clearly, I’ve been looking at a bunch of breeze data, so…
213 00:22:42.350 ⇒ 00:22:54.379 Robert Tseng: So… there is segment… I know this is really small on your screen, I’m not gonna hover on this for too long. This is an export of customer data that I got from a random audience that I found in Braze.
214 00:22:55.450 ⇒ 00:23:12.169 Robert Tseng: Great. There is a tag known as RFM segment. Like, can we get this out of the APM program… API programmatically, is kind of the ask, because, I mean, this is… this is great. Like, I… I don’t fully understand how it’s defined. Obviously, there’s no definitions here, so…
215 00:23:12.960 ⇒ 00:23:20.409 Robert Tseng: you know, I think this is kind of, like, one layer of segmentation that I want to be able to bring into this campaign analysis at some point.
216 00:23:20.550 ⇒ 00:23:23.270 Robert Tseng: Not just at some point, that’s kind of what you do.
217 00:23:23.450 ⇒ 00:23:26.430 Robert Tseng: And then the other one is product-level drawdowns, so…
218 00:23:26.780 ⇒ 00:23:42.689 Robert Tseng: Mustafa, the investigation that you’re doing on that ticket is so that you will give me the ability… give us the ability to be able to do campaign analysis that drills down into RFM segment and product. So, hopefully you can kind of see how that connects to this.
219 00:23:44.550 ⇒ 00:23:53.140 Robert Tseng: Yeah, and then I’m not… there’s, like, a… I don’t… I just went into a lot of detail on this particular one, just because I want to… I want you to see how, like.
220 00:23:53.340 ⇒ 00:24:13.329 Robert Tseng: There’s the higher level objective, there’s a specific ability that we need to be able to have, which is be able to break down channel performance by channel, by segment, by offer type, by product, because they don’t have that ability out of the box. Clearly, Braze doesn’t really give you any of that. It just gives you
221 00:24:13.670 ⇒ 00:24:25.899 Robert Tseng: you know, if you looked at the marketing performance tracker, this is all the, you know, the marketing team has been looking at. So, that’s why I’m proposing that we need to be able to have these levels of drill down,
222 00:24:26.260 ⇒ 00:24:27.500 Robert Tseng: And then…
223 00:24:27.750 ⇒ 00:24:29.109 Awaish Kumar: Yeah, I think, like.
224 00:24:29.110 ⇒ 00:24:42.149 Robert Tseng: we will kind of continue to adjust scope here and there, just why I think these daily stand-ups are important, because I’ll kind of go in there. If you come back to me, say something is not possible, I’ll strike it out, and we’ll continue to, like.
225 00:24:42.310 ⇒ 00:24:56.800 Robert Tseng: refine this analysis, like, kind of… kind of refine the scope here. I obviously don’t want to fan this out too much. A lot of it… some of this is overlapping already, so… or, like, it’s… it’s not really, like, net new work, so… but I guess, like.
226 00:24:57.180 ⇒ 00:24:59.249 Robert Tseng: I would say if you’re trying to…
227 00:24:59.510 ⇒ 00:25:10.270 Robert Tseng: if you’re kind of, like, lost on, like, where your piece of the analysis fits into the bigger picture, like, I think this is the outline to work on, you should drop questions here on, like.
228 00:25:10.590 ⇒ 00:25:23.950 Robert Tseng: on this doc. Yeah, so, like, I guess this is how I prefer to manage the analysis, just because, like, there aren’t very fixed questions. There aren’t really any fixed questions until we get to this point, where
229 00:25:24.080 ⇒ 00:25:42.710 Robert Tseng: we have basically taken their objective, figured out what ability we need to be able to, like, what… kind of what capability we need to be able to unlock, and that allows us to be able to figure out what question we can actually answer. So, I think that there’s a… there’s probably, you know.
230 00:25:42.760 ⇒ 00:25:49.479 Robert Tseng: this is all discovery phase, you know, these are the spikes that you guys are running when we’re asking, like, go and figure out if this data exists, like.
231 00:25:49.990 ⇒ 00:26:08.109 Robert Tseng: we don’t really know what the question is yet. So, I do think that when we… when the clients kind of share something with us, it might take a couple days before we really, like, have a sense of, like, what we can do before we can go back to them and say, we think this is a question that we can answer, right? So,
232 00:26:08.110 ⇒ 00:26:10.820 Robert Tseng: I think this is… anyway, I just want to kind of…
233 00:26:11.050 ⇒ 00:26:15.840 Robert Tseng: go through this, so you know how I’m… how I think about this… these analysis.
234 00:26:16.200 ⇒ 00:26:30.829 Robert Tseng: The one that I’m specifically working on today is just, like, being able to do a campaign-to-campaign performance. They launched, like, this big Taylor Swift campaign last week because of the album launch, and they’re comparing it with some other big launch from 2024, so…
235 00:26:30.850 ⇒ 00:26:48.910 Robert Tseng: They don’t really know how to compare, like, kind of performance between one big campaign versus another, so I will mostly just kind of run this through, like, on my own. I’m not gonna, like, gonna really bother you guys with this. But, you know, once I finish it, then I’ll do a longer retro so you can better kind of see
236 00:26:48.910 ⇒ 00:26:59.750 Robert Tseng: Like, kind of how… how I did this end-to-end. And, but yeah, I guess for now, like, the work that we’re… that I’ve assigned, at least to Mustafa, is really tied to this.
237 00:26:59.750 ⇒ 00:27:04.700 Robert Tseng: Casey, I know your work is more operational, and you’re just kind of, like, keeping up the scorecards.
238 00:27:04.700 ⇒ 00:27:21.270 Robert Tseng: But, you know, that’s kind of part of this as well. There’s a piece to, like, are there improvements that we can make to the marketing performance tracker, to the daily scorecard? Like, those are artifacts that we’ve inherited, that we maintain, but I don’t think that that’s necessarily the best use of the
239 00:27:21.800 ⇒ 00:27:33.510 Robert Tseng: of our time. So, I think, like, we can… we can… we can do better than that, and… and, I guess maybe that’s, like, something for… I mean, I hope… I don’t have the…
240 00:27:34.570 ⇒ 00:27:39.869 Robert Tseng: capacity to think about that today, but, we can… we can come with ideas of, like.
241 00:27:39.970 ⇒ 00:27:44.739 Robert Tseng: Do we really need both sheets? Like, are we updating them every day?
242 00:27:44.800 ⇒ 00:27:55.389 Robert Tseng: like, I personally don’t think they necessarily need to be updated. Yeah, I guess trying to, like, really work with the stakeholders to figure out, like, why do we have to, like.
243 00:27:55.430 ⇒ 00:28:10.049 Robert Tseng: what is the better… what is the better version that we’re working for? I’m calling it, like, a health scorecard right now. I know that’s very, like, conceptual, and it’s not… doesn’t have clear requirements, but I think this is part of, like, the discovery phase of, like.
244 00:28:10.150 ⇒ 00:28:18.560 Robert Tseng: okay, well, how… how do we… how do we make it… like, how do we make it easier for us to run, and it still, like, kind of serves the same purpose?
245 00:28:19.580 ⇒ 00:28:23.609 Robert Tseng: Okay, anyway, I think that was a lot that I kind of, shared here.
246 00:28:23.900 ⇒ 00:28:30.210 Robert Tseng: yeah, any kind of questions on… On this,
247 00:28:30.560 ⇒ 00:28:32.940 Robert Tseng: Yeah, just on… just on anything that I had shared.
248 00:28:36.180 ⇒ 00:28:39.260 Mustafa Raja: I’m good, this is good, thank you.
249 00:28:39.630 ⇒ 00:28:53.479 Robert Tseng: Okay, great. Yeah, Mustafa, I think you and I will probably… I mean, obviously in Slack, but then I will try to take our… I will try to keep this updated. I’ll probably be tweaking this every couple days, because, like, obviously, if I’m gonna strike out some things, I’m gonna delete it, but…
250 00:28:54.060 ⇒ 00:29:09.030 Robert Tseng: Yeah, like, hopefully this… I think this will be… this doc will be most useful for you. For Casey, this is probably not something you will look at every day, to be honest. Like, I think you will probably… we’ll review it. We’ll kind of always reference this once a week.
251 00:29:09.120 ⇒ 00:29:16.490 Robert Tseng: But, like, yeah, I guess, like, you know, you’ll still work out of tickets, and I think your scope is a little bit more, like,
252 00:29:16.670 ⇒ 00:29:19.059 Robert Tseng: easily defined. So,
253 00:29:19.240 ⇒ 00:29:24.709 Robert Tseng: Yeah, and this is just for you to understand, like, how your work fits into, the agenda.
254 00:29:30.310 ⇒ 00:29:43.379 Robert Tseng: Cool. And then, you know, away from Sam, like, I didn’t really speak to you directly, because I’m not really sure what your role is on this client, to be honest, so I think we will kind of take it… we’ll see. Like, yeah, I guess that’s…
255 00:29:45.050 ⇒ 00:29:47.169 Robert Tseng: That’s all, that’s all, that’s all I have for now.
256 00:29:49.150 ⇒ 00:29:51.150 Awaish Kumar: Yeah, sure.
257 00:29:52.270 ⇒ 00:29:55.350 Robert Tseng: Yeah. So we are here just basically to support if…
258 00:29:55.780 ⇒ 00:30:04.580 Awaish Kumar: Like, in the… In execution, if Casey or Mustafa is stuck, or we need some architectural decisions.
259 00:30:04.810 ⇒ 00:30:08.120 Awaish Kumar: Or any tool-related decisions, or, like…
260 00:30:08.370 ⇒ 00:30:14.099 Awaish Kumar: For example, authentication problems, yeah, we could just… Try to help.
261 00:30:14.570 ⇒ 00:30:21.810 Robert Tseng: Okay, yeah, then I guess what I will do, probably in the future, will be, like, I think with these planning meetings in mid-week.
262 00:30:22.060 ⇒ 00:30:38.349 Robert Tseng: maybe it… I mean, we’ll keep this smaller. I think Mustafa should be on this call, I think, just because he’s kind of, like, touching every… everything now. And then maybe just Awish and Sam. Like, I don’t know if Casey needs to be on this call then. If you guys are gonna make the…
263 00:30:38.430 ⇒ 00:30:51.610 Robert Tseng: the tech decisions. Like, I… I want this to be less about going through tickets and more about, okay, well, tell me, like, well, how are you going to design this better? Like, I think that’s… that’s what I’m wanting to hear from these conversations.
264 00:30:52.660 ⇒ 00:30:54.150 Awaish Kumar: Okay.
265 00:30:54.150 ⇒ 00:30:57.139 Robert Tseng: Yeah, okay, well, we can make, we can make adjustments.
266 00:30:57.270 ⇒ 00:31:04.940 Robert Tseng: Yeah, and then, like, from a stand-up perspective, I can be there Monday, Wednesday, Friday. Tuesdays and Thursdays, I won’t be there. But yeah.
267 00:31:09.290 ⇒ 00:31:10.880 Justin Breshears: Alright, anything else, team?
268 00:31:14.150 ⇒ 00:31:15.649 Justin Breshears: Cool. Appreciate your time, Ben.
269 00:31:15.880 ⇒ 00:31:17.090 Robert Tseng: Okay, thanks.
270 00:31:17.750 ⇒ 00:31:18.470 Awaish Kumar: Thank you.