Meeting Title: Sales Standup Date: 2025-10-16 Meeting participants: Rico Rejoso, Ryan Brosas
WEBVTT
1 00:00:29.520 ⇒ 00:00:30.390 Rico Rejoso: Hey, Ray.
2 00:00:34.370 ⇒ 00:00:35.170 Ryan Brosas: Hey.
3 00:00:35.360 ⇒ 00:00:41.439 Rico Rejoso: Okay, let me share my screen real quick. This will be quick, I know you’re busy, I’m busy as well.
4 00:00:41.950 ⇒ 00:00:43.539 Rico Rejoso: Let me get shared.
5 00:00:43.870 ⇒ 00:00:44.930 Rico Rejoso: No.
6 00:00:45.140 ⇒ 00:00:45.860 Rico Rejoso: Okay.
7 00:00:47.670 ⇒ 00:00:48.390 Rico Rejoso: Okay.
8 00:00:48.500 ⇒ 00:00:50.990 Rico Rejoso: Let’s see some of the tickets that we have here.
9 00:00:54.710 ⇒ 00:01:02.550 Rico Rejoso: My, how did you change the color of your… Profiling.
10 00:01:04.849 ⇒ 00:01:12.119 Ryan Brosas: I’m not sure, but… Well, I don’t know.
11 00:01:12.730 ⇒ 00:01:17.030 Rico Rejoso: I guess I’ll be changing mine later on as well. Okay, so let’s…
12 00:01:17.210 ⇒ 00:01:20.280 Rico Rejoso: C, so currently you’re at 42…
13 00:01:20.750 ⇒ 00:01:23.239 Rico Rejoso: Let me just delete this one.
14 00:01:23.860 ⇒ 00:01:27.539 Rico Rejoso: I think you’re pretty allocated. Is there any new task that came in?
15 00:01:27.800 ⇒ 00:01:28.609 Rico Rejoso: From with Don.
16 00:01:29.080 ⇒ 00:01:33.470 Ryan Brosas: There is, but I think,
17 00:01:34.230 ⇒ 00:01:39.470 Ryan Brosas: Yeah, there is, like, a lot of stuff that is coming in, so…
18 00:01:39.780 ⇒ 00:01:45.360 Ryan Brosas: I’m not sure. I haven’t responded to them, to be honest, so.
19 00:01:46.890 ⇒ 00:01:58.500 Rico Rejoso: You can always respond, like, we can, I’ll set up… I mean, we can add this to the next sprint, then mention me. I can create the ticket for you on your behalf.
20 00:01:58.780 ⇒ 00:02:05.240 Ryan Brosas: Okay, so I can’t… I will just, mention you for most of it, so, yeah.
21 00:02:05.470 ⇒ 00:02:11.439 Rico Rejoso: You can go, like, is this urgent? Question mark. We can schedule it for next sprint, then mention me afterwards.
22 00:02:11.440 ⇒ 00:02:12.260 Ryan Brosas: Okay.
23 00:02:12.510 ⇒ 00:02:30.510 Rico Rejoso: So I can create those tickets. So right now, you only have 4 tickets remaining, 2 of, 3, and 2 of them are in progress. How about the documentation? Let’s go first with this one that isn’t to do, and let’s see… let me ask if you can still do this one, or get this done within the sprint.
24 00:02:30.640 ⇒ 00:02:33.500 Rico Rejoso: It’s Thursday review.
25 00:02:34.220 ⇒ 00:02:38.299 Ryan Brosas: documentation. I’m not sure, because, I’m doing…
26 00:02:38.640 ⇒ 00:02:42.389 Ryan Brosas: Well, I’m doing some of the autom… well, it’s…
27 00:02:42.590 ⇒ 00:02:52.279 Ryan Brosas: it’s kind of, like, connected to automation for… for the dashboards. I’m still, like, not…
28 00:02:52.880 ⇒ 00:03:05.060 Ryan Brosas: done yet, because it’s complicated, because there’s stuff that is connected, but it’s not showing on N8, and so I will need to, like, figure that out.
29 00:03:05.340 ⇒ 00:03:19.400 Rico Rejoso: Maybe we can move this one to the next sprint. I want you to focus to those that are in progress, so you can get this done within today, and maybe have, like, a little breather room for tomorrow, or maybe, you know, finalize this one tomorrow, have them reviewed or checked tomorrow. Would that work?
30 00:03:19.690 ⇒ 00:03:20.759 Ryan Brosas: Yeah, it doesn’t work.
31 00:03:20.760 ⇒ 00:03:24.010 Rico Rejoso: Okay, let me remove the due date and move it to an expense.
32 00:03:25.220 ⇒ 00:03:30.749 Rico Rejoso: upcoming. And I will leave you with just these two tickets. This one is just daily follow-up.
33 00:03:30.930 ⇒ 00:03:37.320 Rico Rejoso: which we set for 6 points. I don’t know if 6 is accurate, or if we should lessen this out.
34 00:03:37.460 ⇒ 00:03:49.070 Rico Rejoso: But again, your pre-setup, 39 points, still good, because we’re… I mean, we’re not fully targeting to utilize you for 100% every sprint, at least 38… I mean, at least…
35 00:03:49.260 ⇒ 00:03:51.110 Rico Rejoso: 90%
36 00:03:51.320 ⇒ 00:04:05.960 Rico Rejoso: 85-90% are utilized, so I think this is pretty good already. This is around 97, 96%. This one, HubSpot and Data Restructuring for sales reporting or the sales dashboard. How are we on this? Any blockers so far?
37 00:04:05.960 ⇒ 00:04:18.100 Ryan Brosas: Yeah, so, as I said, that is something we need… well, this is, I already did some of the, importing of, like, the ShopTalk.
38 00:04:18.149 ⇒ 00:04:30.039 Ryan Brosas: then I need to set up a automation that will… well, the current flow should be, like, we are implementing, like, contact sources.
39 00:04:30.180 ⇒ 00:04:44.480 Ryan Brosas: then it will be moving to, like, lead sources. Then eventually, when we hit, like, deal, it will move to, like, deal sources. So, there’s, like.
40 00:04:44.690 ⇒ 00:04:50.969 Ryan Brosas: three sources of, like, I need to copy or, like, automate
41 00:04:51.070 ⇒ 00:05:08.499 Ryan Brosas: Automate it to copy and paste that to each stages, so we are not, you know, spending time of, like, copy and pasting it, or searching for where this lead came from, or something.
42 00:05:09.850 ⇒ 00:05:10.990 Rico Rejoso: Okay.
43 00:05:11.280 ⇒ 00:05:14.799 Rico Rejoso: Mick, the only blocker that I have right now is…
44 00:05:14.970 ⇒ 00:05:19.769 Ryan Brosas: Contact and lead is something that is connected
45 00:05:20.320 ⇒ 00:05:25.259 Ryan Brosas: based on LLM, but I’m not sure. I’m still, like, figuring
46 00:05:25.670 ⇒ 00:05:35.319 Ryan Brosas: figuring things this, this out, so I think, I will need, a bit time on that. And then, I think, when I…
47 00:05:35.960 ⇒ 00:05:51.239 Ryan Brosas: broke, break that, on… well, if I can understand that, then I… we can, we can… I can probably, like, proceed on doing dashboard also, because, Otam wanted to get.
48 00:05:51.240 ⇒ 00:05:51.680 Rico Rejoso: Oh, great.
49 00:05:51.680 ⇒ 00:06:01.810 Ryan Brosas: a monthly of, lead sources, and, we’re, we’re, the steel also. And…
50 00:06:02.310 ⇒ 00:06:06.830 Ryan Brosas: Yeah, I’m still thinking of what would be the best…
51 00:06:07.170 ⇒ 00:06:11.410 Ryan Brosas: A dashboard or, like, metrics that we can… we can…
52 00:06:11.560 ⇒ 00:06:13.999 Ryan Brosas: What do you call this?
53 00:06:15.120 ⇒ 00:06:26.019 Ryan Brosas: show on this, because this would be presenting on… on… on… on weekly basis, so… yeah, I’m still, like, figuring and, like, restructuring the detail, so…
54 00:06:26.020 ⇒ 00:06:30.459 Rico Rejoso: For that. Okay, so… so, in layman’s term, you mentioned that…
55 00:06:30.560 ⇒ 00:06:39.939 Rico Rejoso: we… you’re still uploading all the data and information into HubSpot, which you need to finalize first before you can structure the dashboard, right?
56 00:06:40.900 ⇒ 00:06:43.350 Ryan Brosas: Yeah, I already.
57 00:06:43.350 ⇒ 00:06:44.950 Rico Rejoso: Are you done approving everything?
58 00:06:44.950 ⇒ 00:06:51.559 Ryan Brosas: Yeah, I’m done uploading everything, but moving stages to stages is something that I’m having.
59 00:06:51.670 ⇒ 00:06:55.269 Ryan Brosas: trouble with, because, as per, like,
60 00:06:55.500 ⇒ 00:07:12.320 Ryan Brosas: ChatGPT or Claude, contact and leads is kind of, like, same, but when I search on the date of the properties, it’s not showing the same or, like, the lead sources or something that I set up for this
61 00:07:12.370 ⇒ 00:07:18.350 Ryan Brosas: Stage, or the lead stage, because first is contact, And leads, then deals.
62 00:07:19.110 ⇒ 00:07:27.999 Rico Rejoso: Okay, so I think that’s one thing. Can you provide that update here? So, I’m not sure if you can get this done within this week?
63 00:07:28.220 ⇒ 00:07:45.649 Rico Rejoso: Okay, maybe you can get everything uploaded and restructure the data, but for the dashboard, I think you have to… I’m not… I’m not saying this… maybe you can finish it tomorrow, but I’m not putting my trust in it, since you’re still… you’re still blocked at some point right now.
64 00:07:45.790 ⇒ 00:07:46.450 Rico Rejoso: Correct?
65 00:07:48.250 ⇒ 00:07:55.010 Ryan Brosas: Yeah, so, yeah, sorry. Oh, I got tagged by Tom. I will be sharing him…
66 00:07:55.010 ⇒ 00:07:55.670 Rico Rejoso: grid.
67 00:07:56.680 ⇒ 00:07:58.070 Ryan Brosas: Sorry?
68 00:07:58.070 ⇒ 00:08:00.220 Rico Rejoso: Do you have it prepared, the GPT?
69 00:08:03.680 ⇒ 00:08:08.090 Ryan Brosas: It’s already there, but, Hannah…
70 00:08:08.220 ⇒ 00:08:12.360 Ryan Brosas: Like, changes in, something, so…
71 00:08:12.360 ⇒ 00:08:14.809 Rico Rejoso: Oh, you won’t have access to it, right?
72 00:08:15.400 ⇒ 00:08:23.949 Ryan Brosas: I don’t, but I have, I’ve already moved it to a project, so I will be sharing that also to him.
73 00:08:23.950 ⇒ 00:08:27.109 Rico Rejoso: Do it first, right now. It won’t take you that long, right?
74 00:08:27.760 ⇒ 00:08:31.170 Ryan Brosas: Yeah, I just… I just need to share this to…
75 00:08:31.170 ⇒ 00:08:32.299 Rico Rejoso: Go ahead, go ahead.
76 00:08:32.909 ⇒ 00:08:38.090 Ryan Brosas: I mean, one, okay.
77 00:08:39.419 ⇒ 00:08:40.659 Rico Rejoso: Let me know once you’re good, okay?
78 00:08:43.350 ⇒ 00:08:44.650 Ryan Brosas: Can…
79 00:09:06.370 ⇒ 00:09:07.100 Ryan Brosas: Yeah.
80 00:09:07.300 ⇒ 00:09:10.479 Ryan Brosas: Sent that one. Yeah.
81 00:09:11.150 ⇒ 00:09:11.590 Ryan Brosas: Okay.
82 00:09:11.920 ⇒ 00:09:14.920 Ryan Brosas: Because Sahana is, I think, is still…
83 00:09:15.430 ⇒ 00:09:16.780 Rico Rejoso: It’s not at the office right now, yeah.
84 00:09:16.900 ⇒ 00:09:18.200 Ryan Brosas: Okay, yeah.
85 00:09:18.650 ⇒ 00:09:27.129 Rico Rejoso: So, one thing I need from you right now, by end of day, would be provide me a summary update of what
86 00:09:27.130 ⇒ 00:09:45.129 Rico Rejoso: happened to this circuit. I barely get the gist of it, but I’ll probably need you to jot this down here. So, if ever this will be in progress still by tomorrow when we do our sprint review, we will have all the details here. You don’t have to search for anything or to look at your HubSpot, okay?
87 00:09:46.760 ⇒ 00:09:53.169 Ryan Brosas: Yeah, yeah, definitely. So.
88 00:09:53.170 ⇒ 00:09:54.759 Rico Rejoso: Quick update on it, okay?
89 00:09:55.040 ⇒ 00:09:59.779 Ryan Brosas: Yeah, yeah, yeah, definitely. I think I can nail down the first
90 00:10:00.440 ⇒ 00:10:04.440 Ryan Brosas: the first wall, or… I just need to, like.
91 00:10:05.340 ⇒ 00:10:13.550 Ryan Brosas: Yeah, I think I just need to nail down some stuff here, so I can move forward to the dashboard or something.
92 00:10:14.110 ⇒ 00:10:23.269 Rico Rejoso: For the dashboard, I don’t believe… I know it will take you just, like, an hour or two to get that done, I trust you. You got the hang of HubSpot already, right?
93 00:10:23.680 ⇒ 00:10:33.200 Ryan Brosas: Well, there’s a lot of, properties, so I’m still, like, confused, but yeah, I’m, like, 30.
94 00:10:33.350 ⇒ 00:10:36.600 Ryan Brosas: 40%, like, Hanging there.
95 00:10:36.950 ⇒ 00:10:43.089 Rico Rejoso: Okay, alright. So, another would be, I know this is done, I checked Uten’s calendar.
96 00:10:43.350 ⇒ 00:10:47.359 Rico Rejoso: we, I mean, he scheduled with Hunter Stringer, right?
97 00:10:47.930 ⇒ 00:10:52.830 Rico Rejoso: Yeah, yeah, yeah, pogo is good as well, can we close this out? I’m gonna post it out for him.
98 00:10:52.830 ⇒ 00:10:54.579 Ryan Brosas: Yeah, we can close that out.
99 00:10:54.800 ⇒ 00:11:00.369 Rico Rejoso: The one source partner, re-review notes, book CEO meeting, Luke Hawley.
100 00:11:00.560 ⇒ 00:11:02.289 Rico Rejoso: Not sure if this is good.
101 00:11:02.570 ⇒ 00:11:10.710 Ryan Brosas: Yeah, I think, he, he introduced Holly, let me check.
102 00:11:10.940 ⇒ 00:11:12.090 Rico Rejoso: Oh yeah, I remember.
103 00:11:12.190 ⇒ 00:11:13.469 Rico Rejoso: It’s on the email.
104 00:11:13.860 ⇒ 00:11:14.480 Ryan Brosas: Yeah.
105 00:11:15.090 ⇒ 00:11:15.750 Rico Rejoso: Okay, another…
106 00:11:15.750 ⇒ 00:11:16.140 Ryan Brosas: good, I guess.
107 00:11:16.140 ⇒ 00:11:20.469 Rico Rejoso: be Maggal Referral Agreement and Weekly Knowledge Cadence.
108 00:11:20.610 ⇒ 00:11:27.729 Rico Rejoso: RFP collaboration with Accounting Consultancy… this is the government, if I’m not mistaken.
109 00:11:29.910 ⇒ 00:11:31.130 Ryan Brosas: Yeah.
110 00:11:31.780 ⇒ 00:11:32.510 Rico Rejoso: Am I right?
111 00:11:33.100 ⇒ 00:11:40.449 Ryan Brosas: accounting consultancy, I’m not sure, but RFP is something I heard.
112 00:11:40.760 ⇒ 00:11:43.230 Rico Rejoso: Yeah. For, like…
113 00:11:43.230 ⇒ 00:11:46.600 Ryan Brosas: one source or something, I think that is the government thing, yeah.
114 00:11:46.600 ⇒ 00:11:47.739 Rico Rejoso: Yeah, I think, yeah.
115 00:11:47.880 ⇒ 00:11:52.560 Rico Rejoso: Let me put it here, let’s see… government.
116 00:11:52.780 ⇒ 00:11:53.660 Rico Rejoso: That’s what it does.
117 00:11:55.110 ⇒ 00:12:03.110 Rico Rejoso: Another would be the Talismo Partnership Meeting Prep. We’re good with this. We met with them Earlier today.
118 00:12:03.310 ⇒ 00:12:04.879 Rico Rejoso: You think this is good?
119 00:12:05.350 ⇒ 00:12:14.379 Rico Rejoso: Which leave us to Hannah’s tickets and Anne’s tickets for the rest of the cycle. I don’t know if you have much context in this one, but I think we’re…
120 00:12:14.750 ⇒ 00:12:19.280 Rico Rejoso: I’m gonna get feedback from them. I’ll try to message them regarding this one.
121 00:12:20.100 ⇒ 00:12:21.640 Ryan Brosas: Yeah, but…
122 00:12:22.150 ⇒ 00:12:29.299 Ryan Brosas: That sounds cool. Oh yeah, I’m sorry, I’m still, like, editing the shared, and, I need to, like.
123 00:12:29.570 ⇒ 00:12:30.819 Rico Rejoso: Nobody’s been good.
124 00:12:30.820 ⇒ 00:12:33.420 Ryan Brosas: And edit here, yeah, I think, yeah.
125 00:12:33.420 ⇒ 00:12:48.230 Rico Rejoso: We’re good, I don’t have much information, I just need you to provide the update by end of day, I’m gonna check it out as well, to make sure that we’re in line before we present, or we do our sprint review tomorrow. Remember, you will be spearheading the review tomorrow.
126 00:12:48.300 ⇒ 00:12:53.519 Rico Rejoso: for all your tasks, I mean, for all things that you’ve done within this week, and to provide you with some updates, okay?
127 00:12:54.000 ⇒ 00:12:55.880 Ryan Brosas: Yeah, yeah, yeah, definitely.
128 00:12:55.880 ⇒ 00:13:01.179 Rico Rejoso: be more ready or prepared compared to last week’s, because I know I put you on the spot last week.
129 00:13:01.850 ⇒ 00:13:03.240 Ryan Brosas: Yeah, definitely.
130 00:13:03.590 ⇒ 00:13:06.720 Rico Rejoso: Okay, that’s it for me. Do you have any questions, requests, anything else?
131 00:13:07.030 ⇒ 00:13:09.110 Ryan Brosas: None so far, yeah.
132 00:13:09.110 ⇒ 00:13:16.439 Rico Rejoso: Alright, well, thank you so much for attending this stand-up meeting, okay? Let’s get everything finalized before end of week, okay? Have a great day, Ryan.
133 00:13:16.670 ⇒ 00:13:17.480 Ryan Brosas: You too.
134 00:13:17.480 ⇒ 00:13:17.920 Rico Rejoso: Alright, go back.