Meeting Title: HubSpot Dashboard Review and Updates Date: 2025-11-10 Meeting participants: Hannah Wang, Ryan Brosas, Holly Condos
WEBVTT
1 00:00:08.000 ⇒ 00:00:08.990 Ryan Brosas: Hey guys!
2 00:00:11.460 ⇒ 00:00:12.330 Hannah Wang: A.
3 00:00:12.640 ⇒ 00:00:13.980 Hannah Wang: How are you doing?
4 00:00:14.920 ⇒ 00:00:17.180 Ryan Brosas: Doing fine. How about you?
5 00:00:17.960 ⇒ 00:00:21.250 Hannah Wang: Doing… okay.
6 00:00:22.200 ⇒ 00:00:26.009 Hannah Wang: Let’s wait for Holly to join, but…
7 00:00:26.740 ⇒ 00:00:35.530 Hannah Wang: I guess we can get started with the stuff that I was talking about. I don’t know how quickly you can build
8 00:00:35.970 ⇒ 00:00:41.010 Hannah Wang: Those… Like, widgets, or whatever they’re called, but…
9 00:00:41.350 ⇒ 00:00:44.970 Hannah Wang: If you want to share your screen, yeah, great.
10 00:00:56.940 ⇒ 00:01:03.569 Ryan Brosas: Okay, so, for the first, I already removed the sales account here.
11 00:01:03.980 ⇒ 00:01:13.080 Ryan Brosas: Well, also, like, replace all… All of the deals owner?
12 00:01:13.670 ⇒ 00:01:14.120 Hannah Wang: Okay.
13 00:01:14.120 ⇒ 00:01:16.470 Ryan Brosas: So… it’s not…
14 00:01:22.580 ⇒ 00:01:28.310 Ryan Brosas: It’s all, like, Robert and, Utam. And there’s, like, other, like,
15 00:01:28.430 ⇒ 00:01:32.030 Ryan Brosas: I think this is a duplicate deals and such.
16 00:01:32.690 ⇒ 00:01:45.700 Ryan Brosas: Yeah, yeah, so for the deals, as… We are, like… There’s, like, like, this…
17 00:01:45.880 ⇒ 00:01:53.120 Ryan Brosas: deal, I guess. This is, like, a duplicate, or… not being…
18 00:01:53.370 ⇒ 00:02:02.490 Ryan Brosas: It’s not… I think this is, like, the first deal that we did in here, and we haven’t, like, removed… well, we already…
19 00:02:02.820 ⇒ 00:02:07.610 Ryan Brosas: did, put all of the stuff on for Urban Stems.
20 00:02:08.110 ⇒ 00:02:11.719 Ryan Brosas: And I think this is a duplicate, I guess.
21 00:02:12.570 ⇒ 00:02:15.390 Hannah Wang: That’s fine, yeah, I don’t…
22 00:02:15.780 ⇒ 00:02:27.320 Hannah Wang: necessarily need a rundown of the dashboard, because I already took a look at it, but Holly, I see you joined. I don’t know if you had a chance, or if you have access to our credentials for HubSpot, but this is our…
23 00:02:27.430 ⇒ 00:02:35.510 Hannah Wang: our dashboard. I guess because I’m more on, like, the partnership side, I… looked at…
24 00:02:35.720 ⇒ 00:02:37.559 Hannah Wang: The ones that are related.
25 00:02:37.810 ⇒ 00:02:46.989 Hannah Wang: To that, and so… Basically, the feedback I gave Ryan was to add
26 00:02:47.290 ⇒ 00:02:55.960 Hannah Wang: So if you scroll up, Ryan… To the contact,
27 00:02:56.290 ⇒ 00:02:58.880 Hannah Wang: Bear. Can I share my screen instead?
28 00:03:00.520 ⇒ 00:03:01.180 Ryan Brosas: For sure.
29 00:03:02.470 ⇒ 00:03:03.250 Hannah Wang: Okay.
30 00:03:12.060 ⇒ 00:03:16.909 Hannah Wang: my… I’m just on my laptop, so the screen is a lot smaller, but,
31 00:03:19.090 ⇒ 00:03:24.790 Hannah Wang: Yeah, basically, like, the date ranges for last month, so it’s, like, all the created deals, the
32 00:03:24.790 ⇒ 00:03:43.460 Hannah Wang: the wand deals, like, how much revenue, etc, where it is in the pipeline, and where… where it closed, basically, within the sales pipeline, the ones that are open, so the stages here. I didn’t look super closely at these ones, I feel like it’s pretty straightforward, but…
33 00:03:43.460 ⇒ 00:03:53.199 Hannah Wang: I guess the one that I looked at was for, I guess, where we get our leads and the sources from them. And so, as you can see, we kind of grouped
34 00:03:53.250 ⇒ 00:03:59.700 Hannah Wang: A ton of our, like, sources together, GigRadar and Upwork are…
35 00:03:59.870 ⇒ 00:04:06.920 Hannah Wang: a gig reader is basically Upwork, so just using Upwork to get deals. There’s, like, different…
36 00:04:07.190 ⇒ 00:04:11.460 Hannah Wang: Yeah, events and, like… .
37 00:04:11.460 ⇒ 00:04:14.320 Holly Condos: north Beam.
38 00:04:15.330 ⇒ 00:04:17.890 Hannah Wang: I feel like this is…
39 00:04:19.740 ⇒ 00:04:20.320 Hannah Wang: I don’t know.
40 00:04:20.320 ⇒ 00:04:35.510 Ryan Brosas: So, when, vendors reply to Utam’s email and the HubSpot, it’s… is kind of like, the HubSpot plugin is enabled, the email of the…
41 00:04:35.520 ⇒ 00:04:41.810 Ryan Brosas: of the partner will be putting on… well, it will be sent here in HubSpot, so…
42 00:04:42.770 ⇒ 00:04:52.860 Hannah Wang: Yeah, so it’s like a breakdown of, like, different sources we have, so the feedback I gave was to create just, like, separate views instead of lumping them all together, so one.
43 00:04:52.860 ⇒ 00:04:53.670 Holly Condos: for.
44 00:04:53.670 ⇒ 00:04:59.210 Hannah Wang: events, one for partner-driven leads, and then I guess one for just, like.
45 00:04:59.390 ⇒ 00:05:02.899 Hannah Wang: more cold, like, gig radar.
46 00:05:03.620 ⇒ 00:05:04.759 Holly Condos: Yeah, that makes sense.
47 00:05:05.000 ⇒ 00:05:09.299 Hannah Wang: Those types of, that kind of look,
48 00:05:09.940 ⇒ 00:05:18.619 Hannah Wang: So, I don’t know how quickly you can build that right now, Ryan, before the call, but I feel like that’d be helpful just to…
49 00:05:18.840 ⇒ 00:05:20.169 Hannah Wang: Yeah, just how different…
50 00:05:20.170 ⇒ 00:05:23.989 Holly Condos: I think Robert last week was wanting us to…
51 00:05:24.500 ⇒ 00:05:30.650 Holly Condos: be able to granularly show in HubSpot where…
52 00:05:30.880 ⇒ 00:05:36.310 Holly Condos: Or what… what deals are coming from, or resulting from partnerships?
53 00:05:36.550 ⇒ 00:05:37.300 Hannah Wang: Right.
54 00:05:37.530 ⇒ 00:05:42.710 Hannah Wang: So that is here, I guess, but yeah, it’s like…
55 00:05:44.230 ⇒ 00:05:47.690 Hannah Wang: Like, moving forward, we’re gonna have a lot of…
56 00:05:48.100 ⇒ 00:06:02.949 Hannah Wang: Polycomic isn’t on here, like, Maga… like, yeah, there’s just a lot of sources, so that’s why I suggested breaking them out. But then also, like, Ryan, these are not, these are just contacts from the…
57 00:06:03.750 ⇒ 00:06:16.499 Hannah Wang: the partner, they’re not leads, so it’s not 3. Like, I don’t… I think it’s just 1, the port authority one, so the value here should be 1. So I don’t know what, like, backend change we need to make in order to…
58 00:06:16.780 ⇒ 00:06:32.099 Hannah Wang: make sure that the contacts themselves are not included in this view. And then the ones for no… Yeah, the contacts, I agree, shouldn’t be in the view. And then the ones for no value, like.
59 00:06:32.250 ⇒ 00:06:37.489 Hannah Wang: Yeah, these are all the contacts for the partner, and not, like, the lead.
60 00:06:37.490 ⇒ 00:06:38.329 Holly Condos: real lead.
61 00:06:38.330 ⇒ 00:06:40.300 Hannah Wang: So, yeah, so…
62 00:06:40.300 ⇒ 00:06:43.730 Holly Condos: We have John Boost on here from, McGaw.
63 00:06:44.300 ⇒ 00:06:51.299 Hannah Wang: No, I don’t… I don’t think so, like, I… so, looking at… oops, that’s the wrong deal,
64 00:06:51.650 ⇒ 00:07:05.670 Hannah Wang: But yeah, like, McGaw, John Booz is, like, a lead that McGaw referred to, so, like, McGaw should be an element, like, a legend item, and then it should have a value of 1, because John Booze is the lead for that.
65 00:07:05.670 ⇒ 00:07:13.919 Holly Condos: Okay, well, wait, let me ask you a question. So, so the way I take this screen that we’re on right now, Contact Lead Sources Monthly.
66 00:07:14.070 ⇒ 00:07:16.640 Holly Condos: Is a mix of…
67 00:07:17.880 ⇒ 00:07:31.349 Holly Condos: like, where we may have gotten a partner and the partners. Do… do we want to separate the two? In other words, Fresh Paint is a partner, right? Bonafide partner. But…
68 00:07:31.700 ⇒ 00:07:36.890 Holly Condos: GigRadar is a mechanism or a tool by which we can
69 00:07:37.370 ⇒ 00:07:45.909 Holly Condos: derive leads, right? So can… can we build, or do we have, the ability to reflect
70 00:07:46.550 ⇒ 00:07:52.920 Holly Condos: two different things, because to me, the contact lead source is GigRadar.
71 00:07:53.200 ⇒ 00:07:53.840 Holly Condos: But…
72 00:07:54.600 ⇒ 00:08:09.390 Holly Condos: But then maybe we want a separate screen that says, well… but see, it’s confusing, isn’t it? So, technically, where did we get fresh paint? It was, like, organic from a conversation, right?
73 00:08:10.320 ⇒ 00:08:12.269 Hannah Wang: Right. Yeah, so I think…
74 00:08:12.270 ⇒ 00:08:14.930 Holly Condos: Maybe we just leave it, so never mind what I just said.
75 00:08:14.930 ⇒ 00:08:22.619 Hannah Wang: No, no, no, that makes sense. I think we’re less interested in where we got the partner, but more interested in the leads that the.
76 00:08:22.620 ⇒ 00:08:23.170 Holly Condos: Okay.
77 00:08:23.170 ⇒ 00:08:33.119 Hannah Wang: So, my… my thinking is, like, Fresh Paint, like, we know, when we sign the NDA, and then let’s say they refer us a lead, like, for… like.
78 00:08:33.210 ⇒ 00:08:48.679 Hannah Wang: let’s… okay, let me just take McGaw. Like, if McGaw was on here, like, the value for McGaw would be 1, because they referred us John Booze. So I think we want to track not necessarily where we got the partner from, but where… what leads that partner got us.
79 00:08:48.680 ⇒ 00:08:55.169 Holly Condos: And I’m with you, I agree completely, so that’s why I’m saying, never mind what I just said. Okay. So, if we cut to that chase, then…
80 00:08:55.270 ⇒ 00:09:02.850 Holly Condos: We’ve got, and this is what I think I’m reacting to Utam’s urgency.
81 00:09:02.850 ⇒ 00:09:03.360 Hannah Wang: Yeah.
82 00:09:03.460 ⇒ 00:09:07.290 Holly Condos: And I apologize if I didn’t drive this better last week, I guess.
83 00:09:07.290 ⇒ 00:09:08.040 Hannah Wang: Oh, you’re good.
84 00:09:08.040 ⇒ 00:09:14.420 Holly Condos: exactly clear, but… but I get what they’re both driving at that they want to see, so…
85 00:09:14.660 ⇒ 00:09:23.370 Holly Condos: So we’ve got John Bruce, we’ve got, an Omni lead, right?
86 00:09:24.100 ⇒ 00:09:27.140 Holly Condos: And then, let me see, there was…
87 00:09:27.430 ⇒ 00:09:35.689 Holly Condos: There was one other thing that UTAM closed last week, and let’s see, that’s in, partnerships, maybe? Let me look really quick here.
88 00:09:41.990 ⇒ 00:09:49.979 Holly Condos: Okay, let’s see, had a meeting with Nahid, who leads an outsourced… oh, no, that’s not it. I know we all were, like.
89 00:09:51.240 ⇒ 00:09:55.019 Holly Condos: Yay, rah-rah. Let me see, maybe it was GoToMarket?
90 00:09:55.670 ⇒ 00:10:00.489 Hannah Wang: Was Hydra the lead you were thinking about? We closed in, like, less than 24 hours.
91 00:10:01.310 ⇒ 00:10:02.839 Holly Condos: Say again, Hedra?
92 00:10:02.840 ⇒ 00:10:04.910 Hannah Wang: Yes, H-E-D-R-A.
93 00:10:04.910 ⇒ 00:10:09.060 Holly Condos: I mean, maybe. Is that on there? Is that in HubSpot?
94 00:10:09.260 ⇒ 00:10:25.199 Hannah Wang: Yeah, but I don’t think that’s a part… oh, it is. Yeah, so, like, basically, it is all tracked. Like, if you look down here towards the bottom, deal storage, referral, and polyatomic, so there is a way to view all the leads within this, like, interface, like.
95 00:10:25.200 ⇒ 00:10:25.950 Holly Condos: Okay.
96 00:10:25.950 ⇒ 00:10:28.040 Hannah Wang: I can, filter…
97 00:10:29.290 ⇒ 00:10:31.929 Holly Condos: We are updated, right?
98 00:10:31.930 ⇒ 00:10:34.400 Hannah Wang: It’s not reflected in the dashboard, yeah.
99 00:10:34.400 ⇒ 00:10:38.429 Holly Condos: Okay, okay, well then I think we’re good. No, no need to panic, then.
100 00:10:38.650 ⇒ 00:10:43.390 Hannah Wang: Yeah. Well, if they want to, like, see which… like.
101 00:10:43.540 ⇒ 00:10:47.530 Hannah Wang: The status of, like, vendor… partner-led referrals, like, it’s all…
102 00:10:47.530 ⇒ 00:10:50.199 Holly Condos: Then we can just filter it, you can just filter it, right?
103 00:10:50.200 ⇒ 00:10:58.279 Hannah Wang: Yeah, but I think they just want it… they want to see it dashboard form, like, and not, like, go through this, I guess, every time.
104 00:10:58.280 ⇒ 00:11:05.470 Holly Condos: Okay, so… and that’s… is that… sorry, I’m just trying to understand. Is that what you’re saying, Hannah, that we need Ryan to build at some point?
105 00:11:05.470 ⇒ 00:11:05.830 Hannah Wang: Yes.
106 00:11:05.830 ⇒ 00:11:10.140 Holly Condos: Perhaps we don’t do that today, but at least we have the understanding.
107 00:11:10.700 ⇒ 00:11:18.420 Hannah Wang: Yeah, like, basically, this needs to be… like, everything on here needs to be reflected in a dashboard widget form.
108 00:11:18.810 ⇒ 00:11:23.349 Hannah Wang: And then, Ryan, a quick note, like, I feel like,
109 00:11:23.610 ⇒ 00:11:30.140 Hannah Wang: there’s, like… I see there’s a part… there’s a partner referral and a vendor referral. They should… I feel like they should all just be the same thing.
110 00:11:30.170 ⇒ 00:11:31.139 Holly Condos: This should be the same.
111 00:11:31.140 ⇒ 00:11:32.030 Hannah Wang: Brief.
112 00:11:32.270 ⇒ 00:11:33.250 Hannah Wang: So…
113 00:11:33.250 ⇒ 00:11:41.890 Ryan Brosas: I… the partner, Rivero, I think that’s the first attribution that, You have fun.
114 00:11:42.030 ⇒ 00:11:43.589 Ryan Brosas: Yeah, yeah, I agree.
115 00:11:43.710 ⇒ 00:11:53.730 Ryan Brosas: So, yeah, my thinking here is the vendor referral is for, like, Polytomic, and the partner is more of, like, McGo.
116 00:11:53.940 ⇒ 00:11:56.700 Ryan Brosas: Or… yeah.
117 00:11:56.700 ⇒ 00:11:59.250 Holly Condos: But Polytomic is a partner.
118 00:12:00.120 ⇒ 00:12:00.780 Holly Condos: Right?
119 00:12:00.780 ⇒ 00:12:09.869 Hannah Wang: like, Polytomic is the umbrella term, and there’s vendors and agencies. McGaw is an agency, Polytomic is a vendor, but they’re all partners, so I think we can just.
120 00:12:09.870 ⇒ 00:12:12.899 Holly Condos: Alright, they all roll up to partner, do you see, Ryan?
121 00:12:13.250 ⇒ 00:12:16.719 Ryan Brosas: Yeah, yeah, I can consolidate that, so…
122 00:12:17.120 ⇒ 00:12:25.549 Hannah Wang: Yeah, I feel like there’s not a lot of, like, vendor-partner attributions, because I changed some of them, so I think most of them are already partner, but…
123 00:12:26.240 ⇒ 00:12:42.000 Hannah Wang: Yeah, so basically, like, this widget right here, it’d be nice to have a partner-related one, and not link the contacts, but just link the leads, and then another one for, events.
124 00:12:42.070 ⇒ 00:12:48.380 Hannah Wang: And then, I know, Ryan, you saw my previous message about not adding every single contact, just the one.
125 00:12:48.380 ⇒ 00:12:48.810 Ryan Brosas: Yeah.
126 00:12:48.810 ⇒ 00:12:54.660 Hannah Wang: had, like, initiatives, or hopped on a call or something with,
127 00:12:55.150 ⇒ 00:13:05.500 Hannah Wang: Yeah, so… I don’t know how quickly you can build that in the next 30 minutes, but it’s okay if you can’t get to it, we’ll just… maybe… maybe we can…
128 00:13:05.500 ⇒ 00:13:13.070 Holly Condos: we met, and everything is in HubSpot, but that Ryan’s working on the actual detailed screen.
129 00:13:13.070 ⇒ 00:13:13.830 Ryan Brosas: Yep.
130 00:13:13.830 ⇒ 00:13:14.290 Hannah Wang: Yeah.
131 00:13:14.290 ⇒ 00:13:21.880 Ryan Brosas: I can do the partner referral first, then the other one is kind of the event thingy.
132 00:13:21.880 ⇒ 00:13:22.349 Hannah Wang: It’s kind of…
133 00:13:22.350 ⇒ 00:13:27.040 Ryan Brosas: Like, we’re making… will taking too much time, because that’s…
134 00:13:27.360 ⇒ 00:13:40.869 Ryan Brosas: going to be, like, I need to update each lead, I guess, because, well, I just need to track it down to their email, and also, like, update it in HubSpot manually.
135 00:13:41.800 ⇒ 00:13:46.070 Ryan Brosas: But the partner referral, I can do that, like…
136 00:13:46.160 ⇒ 00:13:48.089 Hannah Wang: I can do the dashboard.
137 00:13:49.010 ⇒ 00:13:53.269 Hannah Wang: Okay, I mean, I think for the event ones, like, just moving forward, you can…
138 00:13:53.470 ⇒ 00:13:57.099 Hannah Wang: Make sure that we’re not, like, adding everyone.
139 00:13:57.100 ⇒ 00:13:58.110 Ryan Brosas: That just…
140 00:13:58.190 ⇒ 00:14:08.730 Hannah Wang: adding the… like, I know they’re automatically, like, pipelined… piped into HubSpot because we set up, like, automations and stuff like that, with Utam and Robert’s email, but…
141 00:14:09.310 ⇒ 00:14:12.979 Hannah Wang: Yeah, I think we can keep talking about that for, like, the next…
142 00:14:13.200 ⇒ 00:14:16.650 Hannah Wang: conferences and stuff that we have.
143 00:14:16.820 ⇒ 00:14:21.140 Hannah Wang: So, yeah, I think that… that makes sense, and then…
144 00:14:21.540 ⇒ 00:14:32.919 Hannah Wang: Yeah, there’s this view. I… yeah, I feel like it’s… yeah, pretty… it’s good, like, I have no comments on this. And then I see you have this…
145 00:14:33.060 ⇒ 00:14:38.590 Hannah Wang: dashboard as… Well, I do think this is good.
146 00:14:38.980 ⇒ 00:14:42.399 Hannah Wang: to have, but I feel like…
147 00:14:42.910 ⇒ 00:14:51.169 Hannah Wang: it’s not super accurate. Like, Element wasn’t a partner referral, I think. Like, it was just… I don’t really know. Like, I looked up…
148 00:14:51.170 ⇒ 00:14:59.200 Ryan Brosas: It’s a reference… It’s a referral from… I’m not sure, it’s a… from… We’ll thumbspray then, guys?
149 00:14:59.560 ⇒ 00:15:05.659 Holly Condos: It’s not a partner, it’s a friend, and I don’t think it’s… No, we don’t want to call it a partner.
150 00:15:05.660 ⇒ 00:15:17.639 Hannah Wang: Yeah, so maybe we should remove the deal source for Element, and then default, like, I don’t… I also don’t think this is a partner referral. I know they’re a partner, but they’re also a client, and this is just…
151 00:15:18.160 ⇒ 00:15:26.940 Hannah Wang: a deal, a second deal, so I don’t think it’s a partner referral either, for default. And then… but this is… this is a correct…
152 00:15:26.940 ⇒ 00:15:27.959 Holly Condos: That’s what authority is, yeah.
153 00:15:27.960 ⇒ 00:15:39.539 Hannah Wang: Partner referral. So, like, this… this dashboard is also helpful, this widget, I think, just to see, like, how many are in the pipeline for… for the month.
154 00:15:40.180 ⇒ 00:15:41.790 Hannah Wang: I…
155 00:15:41.900 ⇒ 00:15:48.079 Hannah Wang: I think the title is not accurate, though, right, because it’s not closed. These are in progress, I think?
156 00:15:48.580 ⇒ 00:15:50.860 Holly Condos: Maybe just call it partner sourced.
157 00:15:50.990 ⇒ 00:15:52.410 Holly Condos: deal status.
158 00:15:52.880 ⇒ 00:15:54.150 Ryan Brosas: Okay.
159 00:15:55.120 ⇒ 00:15:56.009 Holly Condos: Or something like that.
160 00:15:56.010 ⇒ 00:15:59.429 Hannah Wang: Partners deal… like, partner source deals, because…
161 00:15:59.610 ⇒ 00:16:02.509 Hannah Wang: I don’t think the status is reflected, I think it’s just…
162 00:16:02.510 ⇒ 00:16:04.210 Holly Condos: Oh, okay. Yeah.
163 00:16:04.370 ⇒ 00:16:11.560 Hannah Wang: I can try to edit it right now. Partner sourced… okay, I don’t know how to do it, so…
164 00:16:12.190 ⇒ 00:16:16.709 Hannah Wang: Sorry, Ryan, I don’t know how to use HubSpot that well.
165 00:16:16.940 ⇒ 00:16:20.739 Holly Condos: And again, this is something I can…
166 00:16:21.020 ⇒ 00:16:29.130 Holly Condos: I’ll… I’ll be… I’ll delve in more this week. Sorry, I just didn’t know what my role in this was exactly, but now I get it.
167 00:16:29.700 ⇒ 00:16:33.810 Hannah Wang: That’s okay, yeah, you might also need to ask Rico for the credentials for HubSpot.
168 00:16:33.810 ⇒ 00:16:38.500 Holly Condos: I think he gave it to me, I’m pretty sure. I will check. I’m pretty sure he did.
169 00:16:38.500 ⇒ 00:16:39.639 Hannah Wang: Okay, cool.
170 00:16:40.730 ⇒ 00:16:46.290 Holly Condos: And then, Hannah, do you think that the three of us should have just, like, a 15-minute sync every week?
171 00:16:47.070 ⇒ 00:16:49.370 Holly Condos: Just to make sure that we’re…
172 00:16:49.770 ⇒ 00:16:53.439 Holly Condos: we’ve got everything before we go into this GTM meeting?
173 00:16:53.440 ⇒ 00:16:56.879 Hannah Wang: Sure, I think we can also start to loop in Joseph.
174 00:16:56.880 ⇒ 00:16:58.180 Holly Condos: Joseph as well, yeah.
175 00:16:58.210 ⇒ 00:17:01.409 Hannah Wang: Yes, I think that’s a good idea, maybe at, like.
176 00:17:01.570 ⇒ 00:17:03.740 Hannah Wang: Before the hour… like, an hour before the.
177 00:17:03.740 ⇒ 00:17:10.269 Holly Condos: Okay, you know what, I’ll… I’ll set it up, just… And include U3.
178 00:17:10.270 ⇒ 00:17:11.089 Hannah Wang: Sure.
179 00:17:11.849 ⇒ 00:17:16.620 Hannah Wang: Okay, that… that sounds great. So yeah, Ryan, if you wanna…
180 00:17:17.220 ⇒ 00:17:31.109 Hannah Wang: just do that dashboarding right now. I kind of want to talk to Holly about some partner stuff, so you can feel free to hop off, or you can stay on. Either way, it’s fine.
181 00:17:31.110 ⇒ 00:17:31.650 Ryan Brosas: Sure.
182 00:17:31.650 ⇒ 00:17:33.500 Hannah Wang: Okay, thanks. Thanks, Ryan.
183 00:17:33.500 ⇒ 00:17:34.930 Ryan Brosas: Pressure, thank you.
184 00:17:34.930 ⇒ 00:17:35.730 Holly Condos: See ya.
185 00:17:36.600 ⇒ 00:17:42.210 Hannah Wang: So for the partner, let’s see…
186 00:17:43.250 ⇒ 00:18:02.739 Hannah Wang: For the partner stuff… partnership stuff, I just wanted to talk through, things, because Robert said that he wanted to give me… he wanted me to give an update on our KPI for partner… partnership stuff. Basically, we want one partner source deal closed per month,
187 00:18:02.740 ⇒ 00:18:03.140 Holly Condos: Yup.
188 00:18:03.140 ⇒ 00:18:06.950 Hannah Wang: So I did, like, a bit of a retro, I just wanted to, like.
189 00:18:07.390 ⇒ 00:18:19.880 Hannah Wang: share that with you, and also see if you agree. But basically, it’s right here in this thread. He said for September and October, so I kind of broke it down into both, so…
190 00:18:19.910 ⇒ 00:18:32.620 Hannah Wang: For October, like, we got Port Authority from one source, and then I think these two were, like, on the side, from Jody, he’s, like, one… yeah, he just… he’s a referral partner of ours.
191 00:18:32.620 ⇒ 00:18:33.589 Holly Condos: And the pixel…
192 00:18:33.590 ⇒ 00:18:45.520 Hannah Wang: yeah, we get counts… advice from them, but they also refer us leads. So, the Port Authority one is still in progress, I believe, and then the other two we lost.
193 00:18:45.550 ⇒ 00:18:57.470 Hannah Wang: And then for September, it’s still rolling into November. Like, McGaw is still… er, John Booz is still in progress. Right. K. Marvin is also still in progress.
194 00:18:57.470 ⇒ 00:18:57.900 Holly Condos: Okay.
195 00:18:57.900 ⇒ 00:19:02.759 Hannah Wang: referred to us from Polyatomic, and then Bissell… Bistol was lost, so…
196 00:19:02.760 ⇒ 00:19:07.110 Holly Condos: So, let me just stop you right there. So, I know the CEO, Bitsl.
197 00:19:07.110 ⇒ 00:19:07.800 Hannah Wang: Okay.
198 00:19:07.800 ⇒ 00:19:11.030 Holly Condos: And I was thinking that.
199 00:19:11.700 ⇒ 00:19:22.219 Holly Condos: they would be a good partner. So, let… let me, see if I can’t resurrect that. I know… I’m pretty sure that he and Utah met at the VIXL conference in April.
200 00:19:22.440 ⇒ 00:19:25.520 Holly Condos: But, his name is Javid.
201 00:19:26.190 ⇒ 00:19:27.570 Holly Condos: And he’s…
202 00:19:27.900 ⇒ 00:19:38.839 Holly Condos: you know, just really coming into his own, and starting to do social media, and going to conferences, so I think we just need to revisit this, but I’ll… I’ll take that. So maybe, can we…
203 00:19:39.410 ⇒ 00:19:47.900 Holly Condos: Can we, so, is it lost, wanted, outsource? Is that what’s in HubSpot now?
204 00:19:48.080 ⇒ 00:19:55.140 Hannah Wang: Yeah, but I don’t really know what that means, and I also couldn’t find, like, a thread anywhere of the conversations.
205 00:19:55.140 ⇒ 00:19:59.090 Holly Condos: I’ll just bring… I’ll just say this during the meeting. I’ll just say what I just said.
206 00:19:59.090 ⇒ 00:19:59.880 Hannah Wang: Sure.
207 00:20:00.280 ⇒ 00:20:06.140 Holly Condos: Okay, is that but the 3 for October? Are you sure that’s all we had?
208 00:20:07.130 ⇒ 00:20:15.300 Hannah Wang: I… I think so, that’s… or at least in HubSpot, I just can’t, like… It’s like…
209 00:20:15.300 ⇒ 00:20:18.929 Holly Condos: Okay, and this is the thing, I’m gonna start keeping track, so you don’t have…
210 00:20:19.290 ⇒ 00:20:21.480 Hannah Wang: Oh, thanks. Right.
211 00:20:21.480 ⇒ 00:20:27.620 Holly Condos: You’ve got enough on your plate, and please, I’m here not to take work from you, but to help you.
212 00:20:27.720 ⇒ 00:20:30.140 Holly Condos: So, where you see
213 00:20:30.640 ⇒ 00:20:37.969 Holly Condos: that you need to offload some stuff, just tell me, okay? I’m only as… I’m trying to, like.
214 00:20:39.000 ⇒ 00:20:44.889 Holly Condos: see everything and read everyone’s mind, but I’m also only as good as things.
215 00:20:44.890 ⇒ 00:20:46.680 Hannah Wang: Totally, totally.
216 00:20:46.680 ⇒ 00:20:57.279 Holly Condos: don’t hesitate, you know, I think you and I have a really good rapport, and I love working with you, so I’m happy, but… but fast forward, I’ll take this…
217 00:20:57.520 ⇒ 00:21:04.249 Holly Condos: all create… where do you suggest I do it? Like, keeping track of the status in HubSpot?
218 00:21:04.440 ⇒ 00:21:09.229 Hannah Wang: I think so. Let me share my entire screen with you, so…
219 00:21:09.460 ⇒ 00:21:12.460 Hannah Wang: yeah, how I got, I guess, those three.
220 00:21:12.460 ⇒ 00:21:13.190 Holly Condos: Yeah.
221 00:21:14.720 ⇒ 00:21:22.779 Hannah Wang: was from HubSpot, so let me go back here. It was basically what I was showing you before, where I kind of filtered
222 00:21:22.890 ⇒ 00:21:28.900 Hannah Wang: by partner… by deal source, so if you go to Advanced Filters, hype.
223 00:21:29.050 ⇒ 00:21:32.570 Hannah Wang: Field source here, and is a partner…
224 00:21:32.570 ⇒ 00:21:33.380 Holly Condos: Yeah.
225 00:21:33.380 ⇒ 00:21:35.790 Hannah Wang: Oops. But…
226 00:21:35.790 ⇒ 00:21:40.790 Holly Condos: But this output is dependent on someone Android data, isn’t it?
227 00:21:40.950 ⇒ 00:21:55.819 Hannah Wang: Yeah, so what… I think how it works is Ryan creates the deal, and then if Utam mentions, like, oh, this is from a partner, I think he would go in and market as a partner referral and put in the deal source.
228 00:21:55.820 ⇒ 00:22:02.809 Hannah Wang: The partner name. So I feel like Ryan is already doing that, just…
229 00:22:02.890 ⇒ 00:22:05.369 Hannah Wang: Due to the nature of, like, him adding deals.
230 00:22:05.370 ⇒ 00:22:11.940 Holly Condos: So it’s really just a matter of, of me, updating it.
231 00:22:12.970 ⇒ 00:22:18.310 Hannah Wang: I think he updates… like, I think Ryan’s rule…
232 00:22:18.310 ⇒ 00:22:19.560 Holly Condos: Maybe I just check?
233 00:22:19.770 ⇒ 00:22:22.619 Hannah Wang: Yeah, I think so.
234 00:22:22.620 ⇒ 00:22:23.200 Holly Condos: Okay.
235 00:22:23.720 ⇒ 00:22:28.720 Hannah Wang: Because, well, also, HubSpot is, like, a newer thing that we’re onboarding to, like.
236 00:22:28.720 ⇒ 00:22:29.180 Holly Condos: initially.
237 00:22:29.180 ⇒ 00:22:32.739 Hannah Wang: had, like, that Google Sheet, like, we just had a bunch of…
238 00:22:32.850 ⇒ 00:22:43.200 Hannah Wang: sources of truth, and I think we’re trying to consolidate into HubSpot, so maybe everything is tracked, but moving forward, I think we’ll be more diligent about tracking it. Gotcha.
239 00:22:43.200 ⇒ 00:22:43.880 Holly Condos: Okay.
240 00:22:44.190 ⇒ 00:22:47.920 Hannah Wang: So, yeah, like, I filtered by,
241 00:22:48.040 ⇒ 00:23:00.090 Hannah Wang: create date, and I did last month, October, and like, Element, like we said, is not a partner referral, so I got rid of that. And then…
242 00:23:00.170 ⇒ 00:23:13.419 Hannah Wang: default is also not a partner referral, so yeah, these are the only three that I could find for the month of October. Like, it was created in October. Okay. But yeah, I feel like there was a lot more activity, but.
243 00:23:14.090 ⇒ 00:23:15.550 Hannah Wang: That’s just…
244 00:23:15.550 ⇒ 00:23:19.979 Holly Condos: Well, so, so to Lisma, we don’t have a… we don’t have a bona fide deal yet, right?
245 00:23:19.980 ⇒ 00:23:20.700 Hannah Wang: Right.
246 00:23:20.700 ⇒ 00:23:27.070 Holly Condos: And, catalyst, we don’t have a bona fide deal yet.
247 00:23:27.390 ⇒ 00:23:34.099 Holly Condos: But we have spent a lot of time on both of those this month. Fresh paint, I just…
248 00:23:34.440 ⇒ 00:23:39.969 Holly Condos: closed the referral agreement terms last week, so I think that just got signed.
249 00:23:40.550 ⇒ 00:23:50.200 Holly Condos: I don’t think we have a deal there yet. But I… I could have sworn there was a couple that Utam was like, oh, we got the sow.
250 00:23:50.630 ⇒ 00:23:57.990 Holly Condos: And, you know, not necessarily meaning that its partner originated, but that’s what I was trying to find.
251 00:23:57.990 ⇒ 00:24:00.730 Hannah Wang: Yeah, sorry, you mentioned Catalysts?
252 00:24:00.930 ⇒ 00:24:02.510 Hannah Wang: Which one is that one?
253 00:24:03.190 ⇒ 00:24:04.560 Holly Condos: Sorry, contextual.
254 00:24:04.560 ⇒ 00:24:05.379 Hannah Wang: contextual, got it.
255 00:24:05.380 ⇒ 00:24:06.930 Holly Condos: Not Catalyst, my fault.
256 00:24:12.090 ⇒ 00:24:17.609 Hannah Wang: Well, I guess, like, Ritual is coming back, but this was also from Jody,
257 00:24:17.730 ⇒ 00:24:26.310 Hannah Wang: But this is, like, in November. So I feel like a lot of the activity was actually for November. Like, Omni.
258 00:24:26.310 ⇒ 00:24:27.600 Holly Condos: Omni was one.
259 00:24:28.140 ⇒ 00:24:30.500 Hannah Wang: Yeah, Omni, I think, is…
260 00:24:30.780 ⇒ 00:24:32.220 Holly Condos: We got ahead.
261 00:24:32.220 ⇒ 00:24:34.820 Hannah Wang: In contact with their head of…
262 00:24:35.240 ⇒ 00:24:39.119 Hannah Wang: something, because Utam’s friends with him, but…
263 00:24:39.570 ⇒ 00:24:43.760 Hannah Wang: now is when he… Utam looped me into…
264 00:24:43.760 ⇒ 00:24:45.979 Holly Condos: And I see… I see the combo, yeah.
265 00:24:45.980 ⇒ 00:24:49.029 Hannah Wang: Yeah, new lead from Omni was today.
266 00:24:49.030 ⇒ 00:25:03.330 Holly Condos: So, I guess that’s the question. Do we need to, do we need to let Robert know that I’m gonna take some of this off your plate, and he should be coming to me, rather than dumping it on you? Do we need to say that?
267 00:25:03.660 ⇒ 00:25:07.889 Hannah Wang: I think it’s okay, I can all just loop you in and tag you.
268 00:25:07.890 ⇒ 00:25:12.860 Holly Condos: Whatever you’re most comfortable with, I, you know, I don’t care, I just want to help.
269 00:25:12.860 ⇒ 00:25:19.049 Hannah Wang: Yeah, I also, like, I don’t mind giving you all the partnership stuff, so…
270 00:25:19.050 ⇒ 00:25:19.680 Holly Condos: Great.
271 00:25:19.680 ⇒ 00:25:32.719 Hannah Wang: Yeah, just wherever, like, you and I… yeah, I trust you, I feel like we’re pretty good at communicating with each other, so… Yeah. Feel free to, like, tag me and whatever, I’ll tag you in, whatever. I think we can work on it together.
272 00:25:32.720 ⇒ 00:25:43.880 Holly Condos: That’s great. I would prefer that, but I also don’t want you to feel like, oh geez, this is an albatross around my neck, I want to get rid of it. So, that’s great. If you’re good with working together and collaborating, I think that’s perfect.
273 00:25:43.880 ⇒ 00:25:49.290 Hannah Wang: Totally. Yeah, I’ve been, like, looped into a lot of, like, partnership stuff before you came, so, like, I don’t.
274 00:25:49.290 ⇒ 00:25:57.810 Holly Condos: Yeah, I know, that’s why I was thinking, like, you probably don’t want to necessarily not be… plus, we’re so small that I think it’s just helpful.
275 00:25:57.810 ⇒ 00:25:59.200 Hannah Wang: Everyone does everything.
276 00:25:59.200 ⇒ 00:26:04.249 Holly Condos: Yeah, I mean, that’s just how it works. I wanted to see, speaking of, if,
277 00:26:06.740 ⇒ 00:26:10.589 Holly Condos: I saw your, your note about,
278 00:26:10.900 ⇒ 00:26:14.120 Holly Condos: the Indian magazine, after I’d sent.
279 00:26:14.120 ⇒ 00:26:15.239 Hannah Wang: Oh,
280 00:26:15.510 ⇒ 00:26:20.309 Holly Condos: But they haven’t responded yet, so I’m gonna follow up, and I’ll add you to the thread.
281 00:26:20.310 ⇒ 00:26:21.100 Hannah Wang: Sure.
282 00:26:21.450 ⇒ 00:26:23.090 Holly Condos: But they haven’t responded yet, so…
283 00:26:23.090 ⇒ 00:26:23.660 Hannah Wang: Okay.
284 00:26:25.150 ⇒ 00:26:32.889 Holly Condos: Okay, alright, so I think… I… I just said to Utam and Jos… Joseph?
285 00:26:33.140 ⇒ 00:26:34.330 Hannah Wang: Joseph?
286 00:26:34.720 ⇒ 00:26:42.709 Holly Condos: that, that the four of us would just have a short sync before the GTM meeting every week.
287 00:26:43.550 ⇒ 00:26:45.149 Holly Condos: Just to make sure we’re all…
288 00:26:45.420 ⇒ 00:26:49.279 Holly Condos: situated, so they both seem to like that. So,
289 00:26:49.830 ⇒ 00:26:53.910 Holly Condos: Yeah, and then, okay, Ryan just said something. Did you see what he…
290 00:26:54.480 ⇒ 00:26:56.329 Hannah Wang: Created a…
291 00:26:56.330 ⇒ 00:26:59.229 Holly Condos: Where is… where is that at? Sorry.
292 00:26:59.230 ⇒ 00:27:02.000 Hannah Wang: As in sales? I don’t know if you’re in that channel.
293 00:27:02.000 ⇒ 00:27:05.860 Holly Condos: Yeah, I am… well, I’m in sales GTM strategy.
294 00:27:06.870 ⇒ 00:27:08.910 Hannah Wang: Right, there’s, like, another sales channel.
295 00:27:08.910 ⇒ 00:27:10.020 Holly Condos: partnerships.
296 00:27:10.710 ⇒ 00:27:13.189 Hannah Wang: Mmm… no.
297 00:27:13.190 ⇒ 00:27:15.210 Holly Condos: Okay, so I need to be in sales sales.
298 00:27:15.870 ⇒ 00:27:24.190 Hannah Wang: Maybe not… like, I just don’t want to, like, spam you, because sales is mostly, like, oh, hey, Ryan, update this.
299 00:27:24.190 ⇒ 00:27:26.290 Holly Condos: Okay, yeah, I don’t… yeah, I don’t need that.
300 00:27:26.290 ⇒ 00:27:32.330 Hannah Wang: Yeah, so I think you can be out of that. I think we’re just, like, trying to find the right channel to loop everyone in.
301 00:27:32.330 ⇒ 00:27:32.940 Holly Condos: I think that’s…
302 00:27:32.940 ⇒ 00:27:37.709 Hannah Wang: What was, like, all the messaging and stuff. But I think…
303 00:27:39.150 ⇒ 00:27:56.260 Hannah Wang: Yeah, in the sales channel, there’s, like, a separate thread about the dashboard, and then Ryan was like, oh, Joseph said I’m not working on it, but I can. But then I think we got everything, like, in the sales partnership thread that you were just looking at.
304 00:27:56.260 ⇒ 00:27:58.320 Holly Condos: And that’s where I am now. Yeah.
305 00:27:58.320 ⇒ 00:27:59.690 Hannah Wang: So I think it’s good.
306 00:27:59.690 ⇒ 00:28:01.800 Holly Condos: Do you see what Utam said?
307 00:28:01.800 ⇒ 00:28:02.310 Hannah Wang: I do.
308 00:28:02.310 ⇒ 00:28:06.820 Holly Condos: The dashboard should correspond to our typical OKR readout each week.
309 00:28:07.780 ⇒ 00:28:14.110 Holly Condos: We should put 2-3 months of data now in HubSpot, so bar charts and line charts with time series would be great.
310 00:28:14.800 ⇒ 00:28:18.209 Holly Condos: Well, we have September and October to show.
311 00:28:18.660 ⇒ 00:28:19.290 Hannah Wang: Right.
312 00:28:19.290 ⇒ 00:28:21.990 Holly Condos: Is there data for August, or no?
313 00:28:22.240 ⇒ 00:28:26.620 Hannah Wang: Let me share my screen again.
314 00:28:26.620 ⇒ 00:28:30.429 Holly Condos: And then a snapshot of existing active pipeline.
315 00:28:31.380 ⇒ 00:28:34.760 Hannah Wang: Yeah, so Active Pipeline, I’m assuming, is, like, open…
316 00:28:34.760 ⇒ 00:28:36.989 Holly Condos: and pipes, yeah, that’s right.
317 00:28:36.990 ⇒ 00:28:44.019 Hannah Wang: And then for, let’s see, August… I… I don’t like that you can’t just type in August.
318 00:28:44.020 ⇒ 00:28:48.060 Holly Condos: I know, I do. HubSpot is good, but also limited.
319 00:28:48.060 ⇒ 00:28:48.850 Hannah Wang: Yeah.
320 00:28:48.980 ⇒ 00:28:54.679 Hannah Wang: Like, there’s no, like, pick-your-month, like, you know, month thing, yeah, so…
321 00:28:57.740 ⇒ 00:28:59.800 Hannah Wang: last quarter…
322 00:29:00.100 ⇒ 00:29:01.660 Holly Condos: Yeah, you could try that.
323 00:29:02.920 ⇒ 00:29:11.120 Hannah Wang: Okay… I guess there’s no, like, date.
324 00:29:11.530 ⇒ 00:29:13.860 Hannah Wang: Mmm. Time series that he was…
325 00:29:13.860 ⇒ 00:29:17.330 Holly Condos: Let’s just, today, let’s just show what we have.
326 00:29:18.310 ⇒ 00:29:19.310 Hannah Wang: Yeah.
327 00:29:19.330 ⇒ 00:29:22.780 Holly Condos: And then… You know, we’ll, we’ll say.
328 00:29:23.460 ⇒ 00:29:28.020 Holly Condos: that, Ryan’s gonna build out the separate screens.
329 00:29:28.020 ⇒ 00:29:40.490 Hannah Wang: Yeah, I mean, they… Robert and Utam have already looked at this before, so I think maybe the next week, once we have, like, a little bit more fleshed out.
330 00:29:40.950 ⇒ 00:29:42.970 Hannah Wang: Details, we can start to…
331 00:29:43.200 ⇒ 00:29:48.979 Hannah Wang: be more… like, use this as our okay… like, because Robert always goes through the OKRs at the beginning, and we can.
332 00:29:48.980 ⇒ 00:29:49.660 Holly Condos: Right.
333 00:29:49.660 ⇒ 00:29:51.430 Hannah Wang: Pull this up on the side of the…
334 00:29:51.430 ⇒ 00:29:57.719 Holly Condos: Oh, Ryan did create a partner source deal. Do you see that? It’s just in the Slack with you and me and him.
335 00:29:57.720 ⇒ 00:29:59.539 Hannah Wang: Okay, let me see…
336 00:29:59.540 ⇒ 00:30:07.390 Holly Condos: partner source deals… one from Glimpse, Well, Troy Otmer, who’s that?
337 00:30:07.960 ⇒ 00:30:17.250 Hannah Wang: He… is someone… he’s like a SME in the automotive… like… the auto dealership?
338 00:30:17.250 ⇒ 00:30:19.690 Holly Condos: But are we considering him a partner, I guess, is what…
339 00:30:19.690 ⇒ 00:30:26.669 Hannah Wang: I don’t think we have, like, an NDA signed with him, so I need to click into it.
340 00:30:27.380 ⇒ 00:30:29.830 Hannah Wang: Okay, I can do that too. Looks good.
341 00:30:29.830 ⇒ 00:30:35.049 Holly Condos: And since I’m doing legal, that’s the other thing. I can send documentation out, also.
342 00:30:35.320 ⇒ 00:30:36.740 Hannah Wang: Yes, yeah, that…
343 00:30:36.740 ⇒ 00:30:42.629 Holly Condos: I want to just throw me that stuff, too, because if they come back with changes, then I’ll see it right away and just negotiate it.
344 00:30:42.810 ⇒ 00:30:58.460 Hannah Wang: Yeah. Yeah, I think for all the legal, like, NDA stuff, we’re always looking into that, so that’s been super helpful so far. But yeah, once Ryan adds this little widget, we can take a look, and then let me know if you need help accessing.
345 00:30:58.460 ⇒ 00:31:03.590 Holly Condos: I will, absolutely. I’ll find that out, either during the call or right after.
346 00:31:03.590 ⇒ 00:31:04.340 Hannah Wang: Okay.
347 00:31:04.340 ⇒ 00:31:05.420 Holly Condos: And I’ll let you know.
348 00:31:05.420 ⇒ 00:31:08.680 Hannah Wang: Oh, looks like he actually already added it.
349 00:31:08.680 ⇒ 00:31:11.420 Holly Condos: Yeah. Oh, he did? Okay, super.
350 00:31:11.420 ⇒ 00:31:14.580 Hannah Wang: in HubSpot. Here, let me share my screen again.
351 00:31:14.580 ⇒ 00:31:16.229 Holly Condos: Okay, great. That’s awesome.
352 00:31:16.230 ⇒ 00:31:16.900 Hannah Wang: Alright.
353 00:31:17.430 ⇒ 00:31:20.219 Hannah Wang: Yeah, so let me change it to…
354 00:31:20.750 ⇒ 00:31:25.989 Hannah Wang: I don’t know what date this is… date range this is, but anyway.
355 00:31:29.260 ⇒ 00:31:34.250 Hannah Wang: So, Glimpse, I don’t think, is, like, a… we don’t… we didn’t sign anything with them, we just.
356 00:31:34.250 ⇒ 00:31:37.000 Holly Condos: I was gonna say, I don’t think I’ve seen any paperwork.
357 00:31:37.000 ⇒ 00:31:42.839 Hannah Wang: Yeah, and it’s been quiet with Glimpse. We just did, like, an activation around Shop Talk Fall.
358 00:31:42.840 ⇒ 00:31:43.380 Holly Condos: Oh, okay.
359 00:31:43.380 ⇒ 00:31:43.810 Hannah Wang: Chicago.
360 00:31:44.320 ⇒ 00:31:53.199 Hannah Wang: But there’s nothing official with them. But yeah, for example, McGaw, John Booth should show up. Great, right here.
361 00:31:53.200 ⇒ 00:31:54.390 Holly Condos: Okay, good.
362 00:31:54.600 ⇒ 00:31:57.919 Hannah Wang: And then… polyatomic, this should be…
363 00:31:58.660 ⇒ 00:32:07.490 Hannah Wang: a couple… Yeah, hey Marvin, Jody should be on here as well, so let me message.
364 00:32:09.710 ⇒ 00:32:10.480 Hannah Wang: Oh.
365 00:32:11.560 ⇒ 00:32:13.090 Hannah Wang: It looks like he is.
366 00:32:13.090 ⇒ 00:32:15.020 Holly Condos: She’s on his chart.
367 00:32:15.020 ⇒ 00:32:16.940 Hannah Wang: Yeah, maybe his.
368 00:32:16.940 ⇒ 00:32:19.930 Holly Condos: date filters are… It’s not, yeah.
369 00:32:21.070 ⇒ 00:32:27.240 Hannah Wang: How do I… Do this…
370 00:32:27.240 ⇒ 00:32:29.049 Holly Condos: I think it’s.
371 00:32:30.870 ⇒ 00:32:32.670 Hannah Wang: Let’s do last month.
372 00:32:32.670 ⇒ 00:32:33.420 Holly Condos: Okay.
373 00:32:33.950 ⇒ 00:32:35.310 Holly Condos: Yeah, that’s work.
374 00:32:35.310 ⇒ 00:32:37.490 Hannah Wang: Little update filter…
375 00:32:43.400 ⇒ 00:32:44.380 Hannah Wang: Hmm.
376 00:32:44.840 ⇒ 00:32:45.690 Holly Condos: Mmm.
377 00:32:46.780 ⇒ 00:32:50.860 Holly Condos: Was, was she, in September?
378 00:32:53.230 ⇒ 00:32:54.420 Holly Condos: you last quarter.
379 00:32:54.420 ⇒ 00:32:55.420 Hannah Wang: short.
380 00:32:55.900 ⇒ 00:32:59.149 Hannah Wang: Oh, create data, it already is last quarter. Hmm.
381 00:33:01.790 ⇒ 00:33:06.090 Hannah Wang: Well, he’s on… or Jody is a… I also thought it was a female.
382 00:33:06.090 ⇒ 00:33:07.059 Holly Condos: Oh, it’s a guy, sorry.
383 00:33:07.060 ⇒ 00:33:17.890 Hannah Wang: Yeah, all good. He… yeah, as long as he’s on Ryan’s, I think it’s being captured, I just don’t know how to use HubSpot, I guess. Let’s see.
384 00:33:18.090 ⇒ 00:33:18.740 Holly Condos: Well, but.
385 00:33:18.740 ⇒ 00:33:19.340 Hannah Wang: Oh, there we go.
386 00:33:19.340 ⇒ 00:33:23.110 Holly Condos: Showing up in the… main…
387 00:33:24.260 ⇒ 00:33:26.950 Hannah Wang: He’s here, I got it, I just reset the filter.
388 00:33:26.950 ⇒ 00:33:28.420 Holly Condos: Oh, gosh, gotcha. Okay, good.
389 00:33:28.710 ⇒ 00:33:38.089 Hannah Wang: GetChange was… Yeah, last month, I think. Or I don’t know when this deal was created, but anyway, yeah.
390 00:33:38.360 ⇒ 00:33:44.870 Hannah Wang: Jody… Jody is, like, the referral partner that refers us to a lot of, leads, so…
391 00:33:44.870 ⇒ 00:33:46.430 Holly Condos: Should probably meet Jody.
392 00:33:47.140 ⇒ 00:33:51.899 Hannah Wang: Yeah, that… maybe I can loop you into that, channel. There’s a channel.
393 00:33:51.900 ⇒ 00:33:52.410 Holly Condos: figured.
394 00:33:52.410 ⇒ 00:33:54.359 Hannah Wang: intro you there.
395 00:33:54.360 ⇒ 00:33:54.940 Holly Condos: Good.
396 00:33:54.940 ⇒ 00:34:05.859 Hannah Wang: But yeah, I think this is a good start, and then just continue iterating, throughout the week, and yeah, that sync would be helpful, I think, for all of us.
397 00:34:06.230 ⇒ 00:34:07.269 Holly Condos: That sounds good.
398 00:34:07.990 ⇒ 00:34:08.730 Hannah Wang: Okay.
399 00:34:08.730 ⇒ 00:34:10.520 Holly Condos: Alright, see you, see you on the other side.
400 00:34:10.520 ⇒ 00:34:12.020 Hannah Wang: See you at 10.
401 00:34:12.020 ⇒ 00:34:13.210 Holly Condos: Okay, bye-bye.
402 00:34:13.219 ⇒ 00:34:13.719 Hannah Wang: I…