Meeting Title: GTM Planning + Kickoff Date: 2025-12-08 Meeting participants: Ryan Brosas, Hannah Wang, Luke’s Notetaker, Luke Scorziell, Holly Condos, Robert Tseng
WEBVTT
1 00:00:12.000 ⇒ 00:00:13.230 Ryan Brosas: Kind of a bubble?
2 00:02:54.950 ⇒ 00:02:55.880 Holly Condos: Hey, Luke!
3 00:02:57.040 ⇒ 00:02:58.279 Luke Scorziell: Hey, Holly, how’s it going?
4 00:02:58.750 ⇒ 00:02:59.990 Holly Condos: Hmm, how are you?
5 00:03:00.900 ⇒ 00:03:01.620 Luke Scorziell: Good.
6 00:03:01.930 ⇒ 00:03:04.019 Luke Scorziell: I don’t think we’ve met before, what?
7 00:03:04.600 ⇒ 00:03:08.349 Luke Scorziell: What position do you hold, or what are your responsibilities with the Brain Forge?
8 00:03:08.780 ⇒ 00:03:10.720 Holly Condos: Partnerships and contracts.
9 00:03:11.520 ⇒ 00:03:12.769 Luke Scorziell: Oh, cool, okay.
10 00:03:13.510 ⇒ 00:03:14.580 Holly Condos: How about you?
11 00:03:15.440 ⇒ 00:03:23.689 Luke Scorziell: I’m just coming on as a contractor for GoToMarket, so helping… kind of doing, like, a trial, yeah, for this month, so…
12 00:03:24.130 ⇒ 00:03:25.579 Holly Condos: Welcome. Where are you based?
13 00:03:26.850 ⇒ 00:03:29.519 Luke Scorziell: I’m in Los Angeles, yeah, currently in San Diego.
14 00:03:29.520 ⇒ 00:03:29.890 Holly Condos: You’re not.
15 00:03:29.890 ⇒ 00:03:32.180 Luke Scorziell: Based on my life. Oh, really? Yeah.
16 00:03:32.180 ⇒ 00:03:33.410 Holly Condos: Yeah, I’m in San Diego.
17 00:03:34.180 ⇒ 00:03:36.419 Luke Scorziell: I’m actually down in Coronado right now.
18 00:03:36.420 ⇒ 00:03:38.049 Holly Condos: Oh, sweet! How is it?
19 00:03:38.770 ⇒ 00:03:44.880 Luke Scorziell: Good. I’m finishing up a painting project. I’ve been doing a house, down here, so… Yeah.
20 00:03:45.370 ⇒ 00:03:50.160 Holly Condos: Are you… oh, are you… do you do contract work? Like, house?
21 00:03:51.470 ⇒ 00:03:54.160 Luke Scorziell: Yeah, my dad is a contractor, so I’ve been doing.
22 00:03:54.160 ⇒ 00:03:54.510 Holly Condos: Very nice.
23 00:03:55.490 ⇒ 00:03:59.190 Luke Scorziell: Yeah, stuff for them. But yeah, where in San Diego are you?
24 00:04:00.170 ⇒ 00:04:01.260 Holly Condos: Encinitas.
25 00:04:02.080 ⇒ 00:04:03.699 Luke Scorziell: Okay, so a little more north.
26 00:04:04.550 ⇒ 00:04:09.989 Holly Condos: Yeah, like, you know, north of Solana Beach, south of Carlsbad.
27 00:04:11.890 ⇒ 00:04:13.999 Luke Scorziell: Yeah, I grew up coming,
28 00:04:15.110 ⇒ 00:04:18.679 Luke Scorziell: Coming down here, because my grandparents, live on Coronado.
29 00:04:18.940 ⇒ 00:04:19.680 Luke Scorziell: So.
30 00:04:20.519 ⇒ 00:04:21.579 Holly Condos: Sweet.
31 00:04:22.180 ⇒ 00:04:22.850 Luke Scorziell: Yeah.
32 00:04:23.890 ⇒ 00:04:26.650 Holly Condos: Were… so you were born in California?
33 00:04:27.600 ⇒ 00:04:29.350 Luke Scorziell: Yeah, I’m Loma Linda.
34 00:04:32.020 ⇒ 00:04:33.690 Holly Condos: I’m from Colorado.
35 00:04:35.200 ⇒ 00:04:36.920 Luke Scorziell: Oh, cool, where in Colorado are you from?
36 00:04:36.920 ⇒ 00:04:37.880 Holly Condos: Denver.
37 00:04:38.960 ⇒ 00:04:41.890 Luke Scorziell: Okay. I was just, in,
38 00:04:43.860 ⇒ 00:04:47.469 Luke Scorziell: Basalt, or Newcastle, I guess, kind of right outside of Aspen.
39 00:04:47.950 ⇒ 00:04:48.860 Holly Condos: Oh, yeah, no.
40 00:04:48.860 ⇒ 00:04:50.490 Luke Scorziell: About a month ago, so…
41 00:04:50.510 ⇒ 00:04:52.370 Holly Condos: Yeah, it was really beautiful.
42 00:04:52.660 ⇒ 00:04:55.640 Luke Scorziell: No, one of my friends,
43 00:04:56.190 ⇒ 00:04:58.740 Luke Scorziell: grew up there, and so we’re… I was visiting…
44 00:04:58.930 ⇒ 00:05:02.949 Luke Scorziell: His family with a couple other friends, so it was good.
45 00:05:02.950 ⇒ 00:05:03.720 Holly Condos: Okay, cool.
46 00:05:03.720 ⇒ 00:05:05.410 Luke Scorziell: I would love to ski up there.
47 00:05:06.290 ⇒ 00:05:10.660 Holly Condos: It’s, pretty amazing. Aspen and Snowmass are great.
48 00:05:12.920 ⇒ 00:05:14.919 Luke Scorziell: Yeah, do you ski?
49 00:05:15.320 ⇒ 00:05:16.110 Holly Condos: I do.
50 00:05:16.790 ⇒ 00:05:17.440 Luke Scorziell: Okay.
51 00:05:17.810 ⇒ 00:05:24.489 Luke Scorziell: Very cool. Yeah. Yeah, I grew up in the mountains, in, like, Arrowhead, so…
52 00:05:24.930 ⇒ 00:05:25.790 Holly Condos: Oh, sweet, yeah.
53 00:05:25.900 ⇒ 00:05:27.630 Luke Scorziell: We saw the outdoors.
54 00:05:28.410 ⇒ 00:05:29.940 Holly Condos: Yeah, we’ve,
55 00:05:30.180 ⇒ 00:05:37.099 Holly Condos: gone to Mammoth quite a bit when we’re here. We have a house in the East Coast, too, so we ski in Vermont as well.
56 00:05:38.700 ⇒ 00:05:40.939 Holly Condos: When we’re here, we got a mammoth near Tahoe.
57 00:05:41.980 ⇒ 00:05:43.010 Luke Scorziell: Yeah, yeah.
58 00:05:43.420 ⇒ 00:05:44.599 Luke Scorziell: That’s so beautiful.
59 00:05:45.230 ⇒ 00:05:51.220 Luke Scorziell: Yeah, the girlfriend’s family is…
60 00:05:51.500 ⇒ 00:05:53.939 Luke Scorziell: does an annual trip to Tahoe, so…
61 00:05:54.160 ⇒ 00:05:56.529 Luke Scorziell: Planning on going, actually, in January.
62 00:05:57.930 ⇒ 00:05:59.690 Luke Scorziell: They do more, like, cross-country skiing.
63 00:06:00.460 ⇒ 00:06:02.949 Holly Condos: Oh, yeah. Has it been snowing there a lot?
64 00:06:04.470 ⇒ 00:06:08.249 Luke Scorziell: I’m not sure. It hasn’t been Arrowhead yet, so…
65 00:06:08.760 ⇒ 00:06:09.330 Holly Condos: Yeah.
66 00:06:09.660 ⇒ 00:06:12.529 Holly Condos: Well, hopefully this month it’ll start dumping.
67 00:06:13.380 ⇒ 00:06:15.890 Luke Scorziell: Yeah, yeah. Hey, Robert.
68 00:06:16.580 ⇒ 00:06:17.420 Robert Tseng: Hey, everyone.
69 00:06:17.790 ⇒ 00:06:19.179 Robert Tseng: Talking about snow?
70 00:06:21.090 ⇒ 00:06:21.710 Luke Scorziell: Gotcha.
71 00:06:21.870 ⇒ 00:06:23.060 Robert Tseng: Ski? Okay.
72 00:06:23.060 ⇒ 00:06:23.580 Holly Condos: Yeah.
73 00:06:23.770 ⇒ 00:06:25.700 Holly Condos: Are you…
74 00:06:25.700 ⇒ 00:06:27.899 Robert Tseng: Are you in Vermont this week, Holly?
75 00:06:28.210 ⇒ 00:06:32.949 Holly Condos: No, I’m in California for another 2 or 3 months.
76 00:06:33.570 ⇒ 00:06:36.920 Robert Tseng: Oh, okay. Okay. I thought you kind of split your time between.
77 00:06:36.920 ⇒ 00:06:37.460 Holly Condos: I do.
78 00:06:37.460 ⇒ 00:06:39.049 Robert Tseng: I thought… I do. Yeah, okay, okay.
79 00:06:39.050 ⇒ 00:06:41.080 Holly Condos: But I’m West Coast for a while.
80 00:06:41.620 ⇒ 00:06:43.140 Robert Tseng: Okay. Got it.
81 00:06:43.830 ⇒ 00:06:44.580 Robert Tseng: Oh.
82 00:06:44.930 ⇒ 00:06:52.500 Robert Tseng: Alright, well, yeah, I guess… I guess if you haven’t already met Luke, yeah, Luke is kind of just…
83 00:06:52.700 ⇒ 00:06:53.790 Robert Tseng: doing…
84 00:06:54.300 ⇒ 00:07:11.330 Robert Tseng: a trial with us, and try to see if there’s a… if he likes kind of what we’re doing here at Brainforge, kind of in the go-to-market lead role. So, yeah, I guess we’ve discussed some scope that I wanted to look into, but hopefully sitting on this call will just give him a better sense of, like.
85 00:07:12.090 ⇒ 00:07:28.770 Robert Tseng: our current initiatives, kind of how we work. Yeah, and then one other announcement is that, we have another, coordinator starting tomorrow. I wanted to get him in today, but, just didn’t really line up, so,
86 00:07:29.100 ⇒ 00:07:42.380 Robert Tseng: his name is Jed, and yeah, I think I will be looping him into things as well. So, yeah, I guess, like, overall, we’re coming up at the end of the year, so it’s not… I mean, I really hope we don’t…
87 00:07:42.910 ⇒ 00:07:44.830 Robert Tseng: It would have to be, like, a…
88 00:07:44.880 ⇒ 00:08:01.429 Robert Tseng: really big exception for us to close another deal at this point, because I think we’re completely slammed on the delivery side. I just… I just came from our delivery meeting, and it’s, it’s kind of a mess this month, to be honest. But at least this team, obviously, there’s stuff on the partnership stuff at work that’s…
89 00:08:01.430 ⇒ 00:08:05.560 Robert Tseng: Kind of having… having momentum, and we want to keep nurturing those relationships.
90 00:08:05.560 ⇒ 00:08:15.959 Robert Tseng: But yeah, I’m hoping that we’ll kind of regroup, retool this team, kind of heading into… into Q1 of 2026. So, I think that’s…
91 00:08:16.240 ⇒ 00:08:20.560 Robert Tseng: These, these check-ins, like, we’re… we’re doing…
92 00:08:20.710 ⇒ 00:08:25.549 Robert Tseng: We’re doing what we can to keep… keep the momentum for… for what’s already
93 00:08:25.600 ⇒ 00:08:41.870 Robert Tseng: currently in flights, but we’re not really, like, adding that many net new things right now. So, would appreciate if you guys kind of made time to, as Luke kind of wants to learn broadly across everything we do, on the go-to-market side.
94 00:08:42.289 ⇒ 00:08:53.569 Robert Tseng: I think he’ll probably look to set up time with you, and yeah, so I just wanted him to be on this call, at least, so he can get some face time, and then, he’ll be reaching out.
95 00:08:53.960 ⇒ 00:08:54.710 Robert Tseng: Okay.
96 00:08:55.070 ⇒ 00:09:02.390 Robert Tseng: Cool. With that in mind, yeah, I’m gonna… Share my screen,
97 00:09:03.090 ⇒ 00:09:04.480 Robert Tseng: So, yeah, thanks for jumping in.
98 00:09:04.480 ⇒ 00:09:08.660 Luke Scorziell: Is it fine that my… is it fine that my note-taker thing is here, too? Or would you prefer.
99 00:09:08.660 ⇒ 00:09:09.569 Robert Tseng: Oh, that’s fine, yeah.
100 00:09:09.570 ⇒ 00:09:09.960 Luke Scorziell: Check it out.
101 00:09:09.960 ⇒ 00:09:11.029 Robert Tseng: No, no, it’s okay.
102 00:09:11.030 ⇒ 00:09:11.390 Luke Scorziell: helpful.
103 00:09:11.390 ⇒ 00:09:14.210 Robert Tseng: Yeah, yeah. I think,
104 00:09:14.730 ⇒ 00:09:31.670 Robert Tseng: eventually, like, you’ll see that we have some internal tooling, like, I guess I’ll kind of… I’ll pass real quick, but we have, like, a Brainforce platform. Every meeting gets recorded, and it’s kind of thrown in here, and so you can kind of just jump into any meeting, and you can look at the transcripts and stuff, so…
105 00:09:31.950 ⇒ 00:09:33.909 Robert Tseng: In case, you know, that’s…
106 00:09:34.310 ⇒ 00:09:41.179 Robert Tseng: more useful than your note-taker in the future, like, you can use, you can use this tool. But anyway…
107 00:09:42.890 ⇒ 00:09:51.860 Robert Tseng: Yeah, so I guess on the left here, we have the OKRs that we had set at the beginning of Q4. I think some of these objectives are kind of, like, they’re…
108 00:09:52.110 ⇒ 00:10:00.529 Robert Tseng: they’re kind of a placeholder now. We’re not, like, changing those actively. Some, some we hit, some we don’t hit, but, like, I guess…
109 00:10:00.660 ⇒ 00:10:09.170 Robert Tseng: And then the KPIs, I think, are the ones that we’ve adjusted, kind of, not necessarily every week, but we’ve adjusted throughout the quarter.
110 00:10:09.480 ⇒ 00:10:23.100 Robert Tseng: Yeah, and then we have kind of, like, owners assigned here, and then we… on this call, we usually first check in on, kind of, like, status updates on how we’re doing on each of these fronts, and then, I guess Ryan and Hannah kind of talk through
111 00:10:23.120 ⇒ 00:10:31.909 Robert Tseng: Kind of the active marketing, calendar, kind of things that they need feedback on, so we can look ahead to the week,
112 00:10:32.200 ⇒ 00:10:46.619 Robert Tseng: So that’s… that’s just, like, an… like a outline for what’s gonna come. So we’ll just kind of run through this as per usual. If you have any questions, like, I’ll, you know, feel free to just interrupt me or let me know.
113 00:10:47.240 ⇒ 00:11:03.250 Robert Tseng: Yeah, so one of our main objectives here is kind of meetings booked per week, so we haven’t hit this number 10 in a while, in a, you know, the past couple weeks, and I, and I think that in the future, I may not make it a number. Like, I think,
114 00:11:04.790 ⇒ 00:11:07.709 Robert Tseng: A shift that we’re making is,
115 00:11:07.860 ⇒ 00:11:17.249 Robert Tseng: I mean, actually… well, whether or not it ends up state… remaining 10 or not in the next quarter, I think I’ll just have to see. I would like to go get, like, a…
116 00:11:17.520 ⇒ 00:11:20.060 Robert Tseng: Look back at, like,
117 00:11:21.720 ⇒ 00:11:38.000 Robert Tseng: how many discovery meetings did we have per week over Q4 of 2025? So, this is something that I would like this team to kind of pull, probably, I’ll decide who to assign it to.
118 00:11:38.120 ⇒ 00:11:41.260 Robert Tseng: But… yeah, I think…
119 00:11:41.700 ⇒ 00:11:47.199 Robert Tseng: there were some weeks we hit this number, some weeks we didn’t, and I mean, ideally, it would be, like.
120 00:11:47.410 ⇒ 00:11:53.129 Robert Tseng: What was the lead size for each of these meetings?
121 00:11:53.230 ⇒ 00:11:57.270 Robert Tseng: My hypothesis, I guess, is, like, that,
122 00:12:00.540 ⇒ 00:12:06.350 Robert Tseng: Obviously, with bigger deals, like the meetings,
123 00:12:06.560 ⇒ 00:12:25.749 Robert Tseng: are harder to book, the sales cycles are longer, we might have had to talk multiple times, and obviously for, like, the smaller deals, so anything under 5K a month, like, I think we’ve… we’ve been able to mostly close within one… within one… within one call. But, I think that’s more just off of gut feeling, and I don’t really think I have that
124 00:12:25.750 ⇒ 00:12:27.020 Robert Tseng: that…
125 00:12:27.320 ⇒ 00:12:35.430 Robert Tseng: those numbers, like, off the top of my head. So, that’s something I’d like us to look into, and yeah, help me to better understand, like.
126 00:12:35.650 ⇒ 00:12:43.069 Robert Tseng: does that actually… is this, like, how should we adjust this objective, kind of, like, looking ahead into Q1?
127 00:12:43.710 ⇒ 00:12:56.300 Robert Tseng: On the KPI side, in terms of, like, qualified pipeline, yeah, I mean, I guess this is all up to date, mostly. I would say that looking, like, kind of quickly across these.
128 00:12:56.300 ⇒ 00:13:04.740 Robert Tseng: the odds that are Upwork are pretty small. I think even now, I’m, like, in conversations with a few Upwork leads that are
129 00:13:05.150 ⇒ 00:13:09.529 Robert Tseng: I don’t prefer to take them on, like, they’re just…
130 00:13:09.900 ⇒ 00:13:28.609 Robert Tseng: with Upwork, we’ve always just been selling low, and then kind of, growing those accounts over time, but, I think, like, our bet now is that we can go and start… we can… we can pitch, like, a bigger deal up front. So, like, Urban Spoons just closed, or we just set out a proposal for them.
131 00:13:28.610 ⇒ 00:13:41.279 Robert Tseng: at, what, like, 20K, $20K a month for the first month? Like, I think that’s gonna be more of the norm for us. Like, I don’t really think we’re gonna be starting at 5K a month as much as we did, this year. So, I think this mix…
132 00:13:41.350 ⇒ 00:13:46.889 Robert Tseng: I mean, this is a good, like, snapshot for kind of where we’re at currently, in terms of, like.
133 00:13:47.250 ⇒ 00:14:01.750 Robert Tseng: what, like, 4… 4 from… 4 from… 4 out of, like, 10, probably from Upwork currently, but, I don’t… I don’t really think that this will… this will be… this will hold true, in… in… in Q1 as we…
134 00:14:01.770 ⇒ 00:14:08.809 Robert Tseng: Kind of wind that channel down, or at least not make it as a big deal as it was before.
135 00:14:09.550 ⇒ 00:14:18.770 Robert Tseng: Yeah, so I guess, like, the update here really is, guess,
136 00:14:20.890 ⇒ 00:14:28.010 Robert Tseng: A 5K deal pipeline is still, like, is still 2 to 3 per week.
137 00:14:28.410 ⇒ 00:14:30.779 Robert Tseng: Not big priority.
138 00:14:31.570 ⇒ 00:14:41.700 Robert Tseng: Refer to, target figure ACB to start.
139 00:14:42.050 ⇒ 00:14:53.260 Robert Tseng: Maybe 20K a month to start. So, anyway, like, I guess, like, that would shift this, right? It’s just, like, 3 ICP-qualified leads, in pipeline per week.
140 00:14:53.410 ⇒ 00:15:02.610 Robert Tseng: at that $20K a month price point, rather than what, like, you know, 12 5K, 5K deals. So,
141 00:15:02.650 ⇒ 00:15:13.449 Robert Tseng: you know, 3… 3 logos to 12 logos is a big range. Like, I… I do think that really changes, like, kind of the… the calculus here of, like.
142 00:15:14.910 ⇒ 00:15:21.960 Robert Tseng: You know, the number of messages we have to send out, or, like, the proposals we have to pitch in order to get 12.
143 00:15:22.010 ⇒ 00:15:36.570 Robert Tseng: is very different than, like, three, right? So, I… you know, I think this is… that’s something to keep in mind for… for this team on, like, you know, there are… there are multiple ways that we can… we can… we can hit this target. I still think this is a healthy…
144 00:15:36.570 ⇒ 00:15:42.309 Robert Tseng: Healthy number for us to be filling, the top of funnel, and we can go through that.
145 00:15:42.360 ⇒ 00:15:52.619 Robert Tseng: the kind of the modeling exercise again at some point later this month. But, this is… this is the… this is what we had set before that we needed to have in terms of, like, top…
146 00:15:52.680 ⇒ 00:16:00.679 Robert Tseng: of top of funnel pipeline, in order for us to kind of hit our goals. So, like, I… I still think this number holds true.
147 00:16:01.280 ⇒ 00:16:10.979 Robert Tseng: Yeah, and then as far as next steps, yeah, you’re gonna, like, lost leads, campaigns, like,
148 00:16:11.000 ⇒ 00:16:29.289 Robert Tseng: I think we might send out, like, kind of similar to what Hannah’s doing on our existing clients, like, maybe we’ll do, like, a holiday message and end-of-year recap for Brainforge, so I think I’d like us to think about that for our lost, like, for circle-back leads. Like, I don’t want it to just be like, hey.
149 00:16:29.300 ⇒ 00:16:49.209 Robert Tseng: haven’t heard from you in a while, we’re doing, like, do you still want to work with Brainforge? Like, I think we should make it less pitchy, and we should just send, like, an end-of-year recap, here’s how the year went for Brainforge, like, you know, and then send, like, send a couple things. So, I think that’s kind of how I want to handle the lost leads,
150 00:16:50.250 ⇒ 00:17:00.689 Robert Tseng: Create campaign for… Circle back, lost leads… In 2024… or 2025.
151 00:17:02.640 ⇒ 00:17:04.440 Robert Tseng: Yeah, and then I’m also.
152 00:17:04.440 ⇒ 00:17:05.880 Hannah Wang: I have a question.
153 00:17:06.040 ⇒ 00:17:07.000 Robert Tseng: Yes.
154 00:17:07.000 ⇒ 00:17:19.389 Hannah Wang: For that one, because I know I created the Notion doc for the GIFs, do you want to send GIFs to Circle Back Lost Leads too, or just our current clients?
155 00:17:19.390 ⇒ 00:17:20.980 Robert Tseng: No Yeah.
156 00:17:20.980 ⇒ 00:17:21.550 Hannah Wang: Okay.
157 00:17:21.550 ⇒ 00:17:26.980 Robert Tseng: Yeah, yeah. Only, only clients, or maybe, like, Yeah, I mean…
158 00:17:27.670 ⇒ 00:17:35.130 Robert Tseng: I saw your list, I thought that was fine. Like, maybe there might be a couple more that come up as we go through this list, but…
159 00:17:36.500 ⇒ 00:17:42.979 Robert Tseng: Yeah, that’s… this is something I’ll… It’s a separate thing.
160 00:17:43.290 ⇒ 00:17:44.569 Hannah Wang: Okay, okay.
161 00:17:44.570 ⇒ 00:17:45.110 Robert Tseng: Yeah.
162 00:17:48.460 ⇒ 00:17:51.619 Robert Tseng: Okay, Ryan, I’m gonna have you actually answer this question, so…
163 00:17:55.750 ⇒ 00:18:08.450 Robert Tseng: And then for Jed, I’m gonna specifically ask him to… On… Yeah, just… Only.
164 00:18:11.330 ⇒ 00:18:14.149 Robert Tseng: Yeah, I’m not really actually sure what I’ll ask them to do yet there.
165 00:18:14.150 ⇒ 00:18:14.850 Luke Scorziell: Okay.
166 00:18:14.850 ⇒ 00:18:18.910 Robert Tseng: Next one, I’ll, like, let you kind of speak to this, Anna.
167 00:18:20.200 ⇒ 00:18:30.909 Hannah Wang: Yeah, so the value there, I just based it off of our 5K default value, so I just did 23 times 5K. But…
168 00:18:31.430 ⇒ 00:18:42.350 Hannah Wang: Yeah, we have a lot of AmCham workshop people that attended, so I’m working on a follow-up to send to them, and then we have those three,
169 00:18:42.440 ⇒ 00:18:52.070 Hannah Wang: leads that were given from respective partners, so I’m… yeah, there’s… I think that’s all of them that I can recall.
170 00:18:52.270 ⇒ 00:18:54.829 Hannah Wang: For… Great. …this week, yeah.
171 00:18:56.740 ⇒ 00:19:12.370 Robert Tseng: Okay, sorry, not to keep jumping this around. For the Amsham workshop, so I know there’s, like, some stuff where David is, like, asking for social, like, I’m just gonna assume that that’s all kind of being taken care of, but, like, our… we have our own
172 00:19:12.520 ⇒ 00:19:16.700 Robert Tseng: Campaign that we’re working on to follow up with our workshop participants.
173 00:19:17.300 ⇒ 00:19:29.489 Hannah Wang: Yeah, I’m gonna send them, like, a follow-up email, and send them the video and resources and all that stuff, so I can handle everything with David and the thread with AmCham people.
174 00:19:29.920 ⇒ 00:19:30.550 Robert Tseng: Yep.
175 00:19:33.110 ⇒ 00:19:33.970 Robert Tseng: Great.
176 00:19:35.850 ⇒ 00:19:40.329 Hannah Wang: You want us to hit the other AmChams, so I need to work on this.
177 00:19:40.330 ⇒ 00:19:41.030 Robert Tseng: Yes.
178 00:19:41.340 ⇒ 00:19:47.770 Hannah Wang: branded one-pager of the recap, and then I’ll send that over to… I forgot his name, but…
179 00:19:47.870 ⇒ 00:19:55.140 Robert Tseng: Chris, yeah, from Amsham Hong Kong, and then I’ll get you the contact for Amsham, like, Kazakhstan, or whatever.
180 00:19:55.540 ⇒ 00:19:56.330 Robert Tseng: Yeah.
181 00:19:56.450 ⇒ 00:20:01.190 Robert Tseng: But in addition to that, yeah, I mean, I think they’re just… I mean…
182 00:20:01.680 ⇒ 00:20:11.049 Robert Tseng: But yeah, I have a… I have a… maybe a… well, I’ll just see what you put together for Amsham in Hong Kong, and you can just let me know. I… I spoke with,
183 00:20:11.910 ⇒ 00:20:19.330 Robert Tseng: what I’m… what I’m seeing is, like, I was… I was speaking with a, like, a… like, a friend who, is in, like, he…
184 00:20:20.640 ⇒ 00:20:27.230 Robert Tseng: he works for, like, the Singaporean government, I guess, and so, like, they also are trying to bring more, like.
185 00:20:27.380 ⇒ 00:20:41.180 Robert Tseng: techs, like, tech implementers or service people in… to… to come and service… service their businesses. So, like, they’re not exactly an AmChamp, but, like, I feel like this idea of, like,
186 00:20:43.440 ⇒ 00:20:50.509 Robert Tseng: I don’t even know what you call this, like, a membership, like, a business cohort? I mean, business membership community, like…
187 00:20:51.900 ⇒ 00:20:53.390 Robert Tseng: thing is, like…
188 00:20:53.790 ⇒ 00:21:08.549 Robert Tseng: I… I feel like we… we… there… I have… I have more for us to… to try this with, you know, assuming that this ends up going well. So yeah, anyway, I’ll just… that’s… that’s all I wanted to say there. Any… any other next steps for you, or, like, kind of…
189 00:21:10.650 ⇒ 00:21:25.629 Robert Tseng: Like, obviously, Ritual, Magic Spoons, and Breezy, we’ve already kind of, like, taken off, right? Ritual, we’re booking, Magic Spoons, we already sent the proposal. Breezy, we also sent a proposal. So, yeah, like, I think those are kind of off your hands at this point, right?
190 00:21:25.900 ⇒ 00:21:27.009 Hannah Wang: Yep,
191 00:21:27.010 ⇒ 00:21:27.610 Robert Tseng: Okay.
192 00:21:31.440 ⇒ 00:21:35.180 Robert Tseng: Okay, yeah, yeah, go ahead.
193 00:21:35.760 ⇒ 00:21:41.330 Luke Scorziell: Yeah, I guess, just coming into this with no context, what is AmChamp? I guess it’s… Yeah.
194 00:21:41.900 ⇒ 00:21:58.729 Robert Tseng: Oh, it’s like American Chamber of Commerce. Yeah, they’re like a… it’s like a global network, kind of, in different countries around the world, where, they basically give membership to, like, Western American businesses, or you could also pay to be a member.
195 00:21:59.200 ⇒ 00:22:05.360 Robert Tseng: Yeah, it’s like a networking community, I guess. Kind of, yeah, just what you would expect from, like, a chamber of commerce.
196 00:22:06.590 ⇒ 00:22:10.619 Luke Scorziell: Sweet, okay. So is the goal there, just to meet other businesses? Business centers?
197 00:22:10.620 ⇒ 00:22:23.279 Robert Tseng: Yeah, yeah, so we actually just did a workshop, for AmCham Kyrgyzstan, last week, and yeah, there were about, like, 20 or 25, companies that attended.
198 00:22:23.910 ⇒ 00:22:29.420 Robert Tseng: Yeah, so now we’re basically gonna follow up with them, and, you know, they…
199 00:22:29.640 ⇒ 00:22:34.220 Robert Tseng: They basically have… we turn them into leads from there.
200 00:22:35.740 ⇒ 00:22:36.590 Luke Scorziell: Sweet.
201 00:22:37.140 ⇒ 00:22:38.660 Luke Scorziell: Thanks for sending the link, Hannah.
202 00:22:39.050 ⇒ 00:22:40.540 Hannah Wang: Of course.
203 00:22:41.790 ⇒ 00:22:48.530 Robert Tseng: Great. Okay, and then… Ryan, you wanna talk about this one?
204 00:22:48.800 ⇒ 00:22:58.830 Ryan Brosas: Yeah, so, well, for us, we are going to launch the event, well, for…
205 00:23:00.040 ⇒ 00:23:05.339 Ryan Brosas: Wednesday? So, yeah, the CX thing that I sent you, yeah.
206 00:23:05.800 ⇒ 00:23:24.179 Ryan Brosas: I already launched that today, and I will be, like, looking for the signal, since, I think it’s already posted on LinkedIn, so I’ll be scraping for additional signals that we can add for this. And, yeah, I think that is already launched, and I will,
207 00:23:25.040 ⇒ 00:23:41.210 Ryan Brosas: add another sequence for the sequence ones. Well, the signal one, because, there’s no, like, on the link in there, they’re not using any, like, hashtag or something, so I’m looking for it for the script, and start another sequence for signals.
208 00:23:42.320 ⇒ 00:23:55.059 Robert Tseng: Okay, great. Yeah, so in context for Luke, so this is basically, like, there are different events that come up, like this one I saw on LinkedIn. One of them… one of the hosts is, like, a lead of ours. It’s like a CX director, Tommy John.
209 00:23:55.290 ⇒ 00:24:02.349 Robert Tseng: It’s actually a pretty good ICP, like, the work that they… that these people use are kind of, like, similar to what we…
210 00:24:02.500 ⇒ 00:24:17.199 Robert Tseng: what we do, and, so I basically have, like, Ryan basically builds a lead list off of signals on LinkedIn, people who are talking and posting about the event, and also off of the names of the attendees that we can see from the post.
211 00:24:17.200 ⇒ 00:24:23.309 Robert Tseng: And then we send, like, a LinkedIn connection request, and, like, a series just to…
212 00:24:23.310 ⇒ 00:24:25.380 Robert Tseng: Just to kind of get them in our network.
213 00:24:26.700 ⇒ 00:24:27.200 Luke Scorziell: Yeah, cool.
214 00:24:27.770 ⇒ 00:24:35.659 Robert Tseng: So, this actually is probably one of our highest converting campaigns, in terms of, like, our acceptance rates are super high, like, I would expect, like.
215 00:24:36.600 ⇒ 00:24:47.319 Robert Tseng: at least 20% connection rate, and then at least 50% response rates. So, yeah, like, I think this is, like, a playbook that he can… he can show you at some point.
216 00:24:47.720 ⇒ 00:24:48.470 Robert Tseng: Yeah.
217 00:24:49.940 ⇒ 00:24:50.600 Luke Scorziell: Cool.
218 00:24:52.350 ⇒ 00:24:53.150 Robert Tseng: Yeah.
219 00:24:53.480 ⇒ 00:25:01.210 Robert Tseng: As far as, like, industry playbooks, like, I… I still think that this is an open-ended question, so I would like… I would actually like,
220 00:25:01.510 ⇒ 00:25:06.929 Robert Tseng: Luke to kind of think about this. So… right, to…
221 00:25:11.520 ⇒ 00:25:12.410 Robert Tseng: Whoa.
222 00:25:15.920 ⇒ 00:25:27.739 Robert Tseng: Yeah, so basically, Luke, we worked with, someone else, who kind of came in, and I think he did a great job of doing interviews, like, he was also a content guy, and he was really kind of focused on…
223 00:25:28.070 ⇒ 00:25:44.459 Robert Tseng: building playbooks, and, like, he interviewed, like, industry experts in our network, and also with our partners, so, like, Mother Duck, Contextual, etc. And so they’ve… he’s built out some playbooks, but we just don’t know what to do with them, so I guess, like,
224 00:25:45.370 ⇒ 00:25:50.750 Robert Tseng: yeah, like, I… I would like you to kind of just take a look at that content and see, like.
225 00:25:50.890 ⇒ 00:25:54.670 Robert Tseng: You know, we’re not really in auto and insurance right now, like.
226 00:25:54.670 ⇒ 00:26:12.189 Robert Tseng: we’re adjacent to it. Like, we know people who are in that network, and we think it’s… it could be a good fit, we just haven’t really made, like, a concerted effort to, like, launch into those industries. And so, it’s, like, really, like, okay, we have this expert material, like, how do we actually go in and,
227 00:26:12.190 ⇒ 00:26:18.259 Robert Tseng: Start to, like, share this content with, you know, in this industry, and build… and… and,
228 00:26:18.320 ⇒ 00:26:32.289 Robert Tseng: and figure out how we position ourselves there. And then, yeah, same question, like, for the stuff we built with our vendor partners. It’s like, great, we have these, like, implementation packages with MotherDuck and Contextual, but, like.
229 00:26:32.760 ⇒ 00:26:38.459 Robert Tseng: you know, what do we actually… what do we actually do with these things? So, that sits on my mind.
230 00:26:38.460 ⇒ 00:26:50.340 Holly Condos: Let me just jump in there really quick. Sorry, Robert. So, Loop on Contextual, we’re actually starting to delve into the insurance industry with them.
231 00:26:50.590 ⇒ 00:26:53.919 Holly Condos: And legal, so just FYI.
232 00:26:55.050 ⇒ 00:26:56.620 Luke Scorziell: Okay, and that’s a partner?
233 00:26:56.870 ⇒ 00:26:57.410 Holly Condos: Yes.
234 00:26:57.410 ⇒ 00:26:58.650 Luke Scorziell: Company? Okay.
235 00:26:58.650 ⇒ 00:27:00.700 Holly Condos: Yes, contextual.ai.
236 00:27:02.460 ⇒ 00:27:03.010 Luke Scorziell: Cheers.
237 00:27:05.420 ⇒ 00:27:08.679 Luke Scorziell: So the goal would be to kind of make those playlooks
238 00:27:09.480 ⇒ 00:27:13.260 Luke Scorziell: Or, like, turn them into something that we can start implementing as practical.
239 00:27:14.720 ⇒ 00:27:15.640 Holly Condos: Yes.
240 00:27:16.670 ⇒ 00:27:20.069 Hannah Wang: Yeah, probably, like, a lead gen, or just, like.
241 00:27:20.900 ⇒ 00:27:28.549 Hannah Wang: Yeah, on LinkedIn, like, oh, in a comment, like, oh, click here for the playbook, or something, something like that.
242 00:27:28.790 ⇒ 00:27:29.890 Hannah Wang: Patrust.
243 00:27:29.890 ⇒ 00:27:32.369 Luke Scorziell: So they’re like lead magnets, almost?
244 00:27:32.370 ⇒ 00:27:38.760 Hannah Wang: Kind… yeah, I think that was, like, one idea we had for them, for the playbooks.
245 00:27:39.040 ⇒ 00:27:42.400 Hannah Wang: But yeah, open to other ideas as well.
246 00:27:45.470 ⇒ 00:27:46.660 Holly Condos: Sorry, Robert.
247 00:27:46.950 ⇒ 00:27:48.609 Robert Tseng: No, no, you could go ahead, yeah.
248 00:27:48.610 ⇒ 00:27:55.740 Holly Condos: Didn’t we also, on the playbooks, think that we might be able to leverage the content for joint, events?
249 00:27:56.780 ⇒ 00:28:10.210 Hannah Wang: Yeah. Yeah, so, like, when we host an event, maybe we co-host something with contextual, for example, and then the call to action at the end is, oh, check out this playbook that we did with them, for example.
250 00:28:12.080 ⇒ 00:28:13.430 Luke Scorziell: Okay, sweet.
251 00:28:15.920 ⇒ 00:28:30.749 Robert Tseng: I… I don’t… I’m not really familiar with this type of partnership in the services industry, to be honest, but, like, in… in the product world, like, this is what they call, like, this… kind of like a design partner, where,
252 00:28:31.050 ⇒ 00:28:33.909 Robert Tseng: Yeah, maybe, like, some… I guess, like.
253 00:28:34.180 ⇒ 00:28:42.119 Robert Tseng: The company we’re trying to work with, they have a mature product, or, like, they have a product, and
254 00:28:42.120 ⇒ 00:28:56.419 Robert Tseng: they don’t really know how to bring it to market, and so they partner with us to build a very specific use case, or in this case, we’re not a product company ourselves, so we don’t necessarily even need to build a demo. I mean, sometimes we will, but, like.
255 00:28:56.420 ⇒ 00:29:06.010 Robert Tseng: We kind of helped put Like, their product into, like, a package that we’re able to kind of keep…
256 00:29:06.740 ⇒ 00:29:13.440 Robert Tseng: share in a specific way of the market, because, you know, we are, like.
257 00:29:13.760 ⇒ 00:29:21.210 Robert Tseng: a services expert, like, we know how their product fits in with, like, the overall workflow that we’re trying to, like, support or something.
258 00:29:21.420 ⇒ 00:29:28.690 Robert Tseng: So, yeah, I think that’s kind of why we have our foot in the door with a lot of these companies, like.
259 00:29:29.430 ⇒ 00:29:35.250 Robert Tseng: Yeah, like, contextual is just, like, and it’s not just contextual, there’s a few others as well, where…
260 00:29:35.500 ⇒ 00:29:36.690 Robert Tseng: they are…
261 00:29:36.950 ⇒ 00:29:43.720 Robert Tseng: Yeah, they have a product, but they just… they don’t really know how to reach, like, our…
262 00:29:43.900 ⇒ 00:29:56.320 Robert Tseng: audience, I guess. But, like, we have… we have the ability to co-market with them, and, like, to build these things, so they’re… that’s an attractive,
263 00:29:57.550 ⇒ 00:30:10.060 Robert Tseng: like, go-to-market motion for them, because most services partners, they don’t have what we have, on the… on the, you know, in terms of, like, a branding and design, like, support perspective, so…
264 00:30:10.390 ⇒ 00:30:17.569 Robert Tseng: Yeah, I guess that’s some more context on why we think this is a good potential, channel for us.
265 00:30:19.410 ⇒ 00:30:23.820 Luke Scorziell: Yeah, they can probably be, obviously, helpful to see the playbooks, and then,
266 00:30:24.060 ⇒ 00:30:25.710 Luke Scorziell: Probably getting to know the, like.
267 00:30:26.110 ⇒ 00:30:29.909 Luke Scorziell: Brainforge product better, I think would also be helpful for me.
268 00:30:30.490 ⇒ 00:30:31.150 Robert Tseng: Sure.
269 00:30:31.780 ⇒ 00:30:45.080 Robert Tseng: Yeah, okay, so that kind of covers it for the… it’s part of, like, inbound lead capture, I think, because it’s, like, we’re using content to basically try to be a lead magnet for us.
270 00:30:46.650 ⇒ 00:30:56.549 Robert Tseng: this KPI I’ve adjusted, it’s kind of, like, changed a bit, but, you know, whether or not this ends up being… I want Jed to basically help me… help me with this, so,
271 00:30:57.010 ⇒ 00:31:08.050 Robert Tseng: our hypothesis going into Q4 was, like, hey, we wanted, like, 40% of our leads to come from events. I don’t think that’s actually true. I don’t think 40% is the number. I think it’s actually probably less.
272 00:31:08.170 ⇒ 00:31:16.470 Robert Tseng: Maybe, like, 20% from, like, our outbound, 10% from direct platforms. I think this is… this has shifted, so, like, maybe we were, like.
273 00:31:16.620 ⇒ 00:31:34.040 Robert Tseng: 30% from these platforms, like Upwork, Catalan, whatever gig platforms, and then, like, our share of leads from partnerships was a lot lower. It was probably, like, 10%. But now the business has shifted, and we’re getting, like, good lead volume from partners, and then, like, I feel like
274 00:31:34.040 ⇒ 00:31:36.910 Robert Tseng: If anything, partner-driven lead volume is…
275 00:31:37.000 ⇒ 00:31:43.449 Robert Tseng: it’s kind of… I think it’s getting a little bit out of balance for us. And, like, the risk that I see is…
276 00:31:43.540 ⇒ 00:32:01.539 Robert Tseng: kind of like the situation that we run into now, where partners keep referring us leads, like Ritual, Magic Spoons, and Breezy. These are 3 very different types of clients. The work is completely different, and it’s… it requires us to, like, spread ourselves, like, quite wide in order to serve all of them.
277 00:32:01.540 ⇒ 00:32:06.499 Robert Tseng: Whereas, like, if we are doing the outbound, and we’re… we are the ones putting out the content.
278 00:32:06.500 ⇒ 00:32:15.950 Robert Tseng: we have a little bit more control over, like, the type of client that we’re… that we’re… that we’re, driving towards. So, from, like, a go-to-market motion perspective.
279 00:32:15.970 ⇒ 00:32:30.289 Robert Tseng: the offers that we build, like, can be more targeted, etc, and, like, the ball is more or less more in our court. Whereas, like, for these partner leads, like, these are nice logos, but, like, we don’t really have that much say in, like, what the work is. We kind of just have to…
280 00:32:30.290 ⇒ 00:32:42.720 Robert Tseng: like, roll with whatever we’re given, which I don’t think we’re… I don’t think scales very well. So, I do want to, like, kind of cap, like, what we’re getting from partners. It doesn’t mean that we shouldn’t be doing more partner stuff, like.
281 00:32:42.720 ⇒ 00:32:58.810 Robert Tseng: what Hannah and Holly are doing, or is, you know, making the quality of the partner leads even better, I guess. But yeah, I think that’s kind of the risk that I see now that partnerships is really taking off, and the rest is kind of just, like, stagnating. Like, I don’t want us to be, like.
282 00:32:58.810 ⇒ 00:33:04.880 Robert Tseng: 70% partner-driven. Like, that would be a big risk, in my opinion. So…
283 00:33:05.030 ⇒ 00:33:12.689 Robert Tseng: yeah, I don’t really have too much to share on this yet. Like, I think this is something I’ve been thinking about, and when I onboard Jed tomorrow.
284 00:33:13.040 ⇒ 00:33:20.010 Robert Tseng: I mean, he’s not gonna necessarily help with strategy here, but, like, I… I want him to go pull some… pull some numbers and…
285 00:33:20.180 ⇒ 00:33:29.090 Robert Tseng: help me to better understand, kind of, like, how this has evolved for us over the past two quarters. Because everything I’m saying is really just based off of
286 00:33:29.380 ⇒ 00:33:37.129 Robert Tseng: my observation is not necessarily, like, rooted in, like… like, I don’t have the numbers to pull for you right now, off the top of my head.
287 00:33:38.310 ⇒ 00:33:47.879 Robert Tseng: Okay, so then we’ll kind of move on. Yeah, on the… and then on the content side, so… yeah, Ryan, I know that you’re basically saying, okay.
288 00:33:48.670 ⇒ 00:34:02.389 Robert Tseng: you know, we were on LinkedIn content, we kind of turned it off for now, felt like the quality of the leads that we were getting from LinkedIn was not great, so we kind of paused that. But this is something that I feel like Luke is, you know, really up your alley, so…
289 00:34:02.580 ⇒ 00:34:22.420 Robert Tseng: While you’re here, like, I’m trying to, like, get you started by trying to understand both, like, the playbooks and just, like, the kind of the marketing assets that we’re producing, but then also to kind of help us to kind of try to reactivate our content strategy. So, I guess, like, we can… we can talk more on this, but…
290 00:34:22.429 ⇒ 00:34:30.849 Robert Tseng: I guess a goal for your trial would be to kind of help us plan for content again on how we’re going to turn this back on for Q1 of 2026.
291 00:34:32.110 ⇒ 00:34:33.650 Luke Scorziell: Okay.
292 00:34:33.659 ⇒ 00:34:34.239 Robert Tseng: Yeah.
293 00:34:34.429 ⇒ 00:34:35.959 Luke Scorziell: And is that… which, like…
294 00:34:36.449 ⇒ 00:34:43.269 Luke Scorziell: I guess we could figure out the channel together, but is it… do you have, like, a specific channel? Are we thinking about LinkedIn email?
295 00:34:43.659 ⇒ 00:34:44.359 Luke Scorziell: I know you heard.
296 00:34:44.360 ⇒ 00:34:45.150 Robert Tseng: Yeah, so…
297 00:34:45.600 ⇒ 00:35:04.730 Robert Tseng: Yeah, it’ll be LinkedIn, for sure. Email, we have a newsletter that’s not active. I’m open to doing it. I don’t think it’s a high priority, to be honest. And then… yeah, I think everything is mostly email-related. Like, we used to be posting on LinkedIn maybe, like, 3 to 5 times a week.
298 00:35:04.830 ⇒ 00:35:09.339 Robert Tseng: Something that was, like, a founder post, which I think is probably important.
299 00:35:09.370 ⇒ 00:35:28.290 Robert Tseng: Something around events that we were either activating by… because we were… we were going there, or we were hosting with people, and then, like, we obviously want to promote, like, our partners, too. So, I think, like, at least the bare minimum is those three things, and I want that to be back on our… on our calendar.
300 00:35:29.070 ⇒ 00:35:30.830 Luke Scorziell: For sure. Yeah.
301 00:35:35.180 ⇒ 00:35:48.729 Robert Tseng: Okay, great. Here… is there anything to say on this two messages? Yeah, I don’t have… I don’t have more to say on this, so I’m gonna… I’m gonna skip this. I wanna kind of turn it over soon.
302 00:35:49.480 ⇒ 00:35:51.070 Robert Tseng: Yeah, I guess,
303 00:35:52.190 ⇒ 00:35:56.979 Robert Tseng: Yeah, Hannah, you have a couple… you had something here? Did you want to talk about it?
304 00:35:59.790 ⇒ 00:36:09.070 Hannah Wang: I guess Lilo Social, I think, closed. I tried to dip up who the source was, and I think it’s Utam’s friend. I don’t know if.
305 00:36:09.070 ⇒ 00:36:09.979 Robert Tseng: Yeah, yeah, it’s a partner.
306 00:36:09.980 ⇒ 00:36:12.029 Hannah Wang: Okay, then, yeah, that…
307 00:36:12.030 ⇒ 00:36:15.770 Robert Tseng: Yeah, we just call it a partner referral, yeah, sure.
308 00:36:16.290 ⇒ 00:36:23.939 Hannah Wang: Yeah, we closed one for this month, so I guess that’s good, and then I’ll keep track of all the other ones for December.
309 00:36:24.860 ⇒ 00:36:25.400 Robert Tseng: Yeah.
310 00:36:26.210 ⇒ 00:36:27.000 Robert Tseng: Okay.
311 00:36:27.220 ⇒ 00:36:34.080 Robert Tseng: Yeah, nothing to say about the Mofu stuff, I’m not gonna talk about it for now.
312 00:36:36.080 ⇒ 00:36:43.730 Robert Tseng: Yeah, these other… these other, KPIs, like, one is, like, specifically on, like, closing, like, that’s what this objective is on.
313 00:36:43.830 ⇒ 00:36:58.350 Robert Tseng: And… yeah, I mean, I think I’ve told you, Luke, before, that, like, I think our close rates are good. If once we get someone on a call, like, I’m not really worried. Like, our… you know, and sometimes we’re, like, somewhere between 60% to 80%. Let’s just say, yeah, whatever, like, it…
314 00:36:58.360 ⇒ 00:37:04.789 Robert Tseng: yeah, like, I… so I… I think this is… this is pretty healthy. And then for us, it’s like, okay, well.
315 00:37:05.170 ⇒ 00:37:22.870 Robert Tseng: what… how do we actually engage with leads? We had some campaigns for, like, everybody gets 3 messages once they’re a lead from… lead with us, and they get 3 different touchpoints, they at least get our website, they get a deck from us, and they get some relevant case study.
316 00:37:23.490 ⇒ 00:37:27.249 Robert Tseng: all within 2 weeks. It’s not really, like.
317 00:37:28.440 ⇒ 00:37:37.470 Robert Tseng: I mean, I don’t expect it to… to drive, like, a lead instantly. It’s not like… yeah, it’s not… it’s not like people are not,
318 00:37:37.650 ⇒ 00:37:46.059 Robert Tseng: you know, booking calls with us within 2 weeks there. So, I think… but there’s probably something around lead nurturing that we’re not… we’re not really doing very well, so…
319 00:37:46.180 ⇒ 00:37:49.149 Robert Tseng: I guess that’s kind of why this is still here.
320 00:37:49.290 ⇒ 00:37:51.750 Robert Tseng: Yeah.
321 00:37:52.040 ⇒ 00:37:56.800 Robert Tseng: Then lastly, around pipeline conversion and things like that, so…
322 00:37:57.350 ⇒ 00:38:01.530 Robert Tseng: Yeah, I guess, Ryan, do you want to speak to a couple of things that you wrote here?
323 00:38:02.270 ⇒ 00:38:05.550 Ryan Brosas: Yeah, so for the…
324 00:38:06.400 ⇒ 00:38:31.389 Ryan Brosas: a sales qualified lead to booking meeting, so, as we want, well, this is the previous, like, proposal campaign that we want to push. So, the first connection that is, like, newly on the roll, that is one I want to push this also, because, we all… we only need, like, a first sequence for being automated, and the other sequence or time
325 00:38:31.390 ⇒ 00:38:35.110 Ryan Brosas: Touchpoint would be, like, manually, because that would be, well.
326 00:38:35.110 ⇒ 00:38:47.829 Ryan Brosas: as per my observation, is that we are nurturing our lead, for example, the Jack Chen lead. They are touching, like, we are sending him message on different
327 00:38:47.830 ⇒ 00:38:56.289 Ryan Brosas: Well, it’s… it’s a pretty, like, long sequence, but, that’s kind of, like, what it…
328 00:38:56.410 ⇒ 00:39:08.870 Ryan Brosas: that’s, working on us, and I think that is much more natural on, well, building a sequence or, like, targeting our ICP or something.
329 00:39:11.290 ⇒ 00:39:18.470 Robert Tseng: Yeah, yeah, so you’re just automating for the first touch, and then afterwards, like, we have to nurture it more manually, which is fair, yeah.
330 00:39:18.810 ⇒ 00:39:19.570 Robert Tseng: Okay.
331 00:39:19.780 ⇒ 00:39:22.039 Robert Tseng: And then…
332 00:39:24.870 ⇒ 00:39:37.649 Robert Tseng: Yeah, I mean, regarding the case builder, I mean, the AI team is kind of swamped right now, so I don’t think we’re going to get any addition… any more support in terms of internal tooling on this, so it is fine, like, we are getting proposals out.
333 00:39:37.650 ⇒ 00:39:49.440 Robert Tseng: With… with you version, like, I know we were still able to use the case study builder and build a couple things that I was able to send to them and follow up, so, it’s… it’s okay, like, it is what it is.
334 00:39:50.010 ⇒ 00:39:53.209 Robert Tseng: All right. Well, anyway, so this is really just, like, around, like.
335 00:39:53.830 ⇒ 00:40:06.990 Robert Tseng: how leads move through the pipeline, like, booking our meetings, like, getting the proposals out, like, making sure that HubSpot is being updated, and that everything is tagged properly. So that’s… that’s really what this is… this KPI is on.
336 00:40:07.870 ⇒ 00:40:13.499 Robert Tseng: Okay, cool. I’m gonna turn it over, let Hannah and Ryan just kind of talk about what’s coming for the week.
337 00:40:15.920 ⇒ 00:40:19.359 Hannah Wang: Yep. Give me one second…
338 00:40:20.790 ⇒ 00:40:25.809 Hannah Wang: Okay, oh, I feel like this is actually done.
339 00:40:26.550 ⇒ 00:40:42.319 Hannah Wang: Okay, so, like I mentioned, we’re gonna do the Amtraum workshop follow-up, I’ll work on that. And for… I feel like these should have gone out, but I think we just need prop…
340 00:40:42.780 ⇒ 00:40:46.110 Hannah Wang: what’s the word I’m looking for? Approval?
341 00:40:46.230 ⇒ 00:40:48.680 Hannah Wang: For the brief, so I know Ryan sent…
342 00:40:48.860 ⇒ 00:41:00.130 Hannah Wang: messages in the channel, I think, Robert, if you can take a look at the messages, that’d be helpful, and then we can start to launch this. And then…
343 00:41:00.210 ⇒ 00:41:12.450 Hannah Wang: for the portcos, Ryan, I sent you a message, I had a question about it, so we can talk offline about that. And then, yeah, we’re launching… we already launched this, so I guess this is active.
344 00:41:14.090 ⇒ 00:41:19.560 Hannah Wang: So I guess these are kind of the four campaigns that we’re gonna try to run for this week.
345 00:41:19.740 ⇒ 00:41:27.630 Hannah Wang: And, these are still the proposed ones. I don’t really remember what the EdTech one is, but…
346 00:41:28.000 ⇒ 00:41:35.690 Hannah Wang: I feel like… Yeah, that’s… I think that’s it, basically. So,
347 00:41:36.350 ⇒ 00:41:46.390 Hannah Wang: yeah, if we could just get a look at the briefs, I think that’d help us just to get a green light and to start launching the campaign, but I think this is…
348 00:41:46.780 ⇒ 00:41:50.060 Hannah Wang: more of the priority since the event is on Wednesday.
349 00:41:50.180 ⇒ 00:41:54.740 Hannah Wang: Yeah, any questions or comments?
350 00:41:56.240 ⇒ 00:42:10.559 Robert Tseng: Yeah, so, I mean, I think just, for Luke’s context, like, this is kind of our campaign tracker. I think on a more… like, we’d be running more, than… than what we currently are on a normal week, I guess, but, yeah, I guess, like.
351 00:42:12.910 ⇒ 00:42:21.229 Robert Tseng: every type of campaign is supposed to be tracked here, I guess. So… whether… And, and…
352 00:42:22.080 ⇒ 00:42:40.129 Robert Tseng: Anyway, like, I think it’s pretty straightforward. Like, you should be able to… if you can share this link with Luke, and you can click around… click around this as well, that’d be helpful. I think we should just… can we just open that telehealth brief? Like, so what happened was you sent me this brief last week, I looked at it, and I was like, I don’t really think it’s ready.
353 00:42:40.130 ⇒ 00:42:47.500 Robert Tseng: felt like I needed to spend a lot of time with it, so I just didn’t approve. And this is, like, this is like a bottleneck for us. It’s like…
354 00:42:47.730 ⇒ 00:42:58.969 Robert Tseng: I… I kind of, like, envision having a brief kind of get to me by the time it’s, like, you know, just one… one pass, and we can send it, and I don’t… I don’t think we’re there yet, so…
355 00:42:59.150 ⇒ 00:43:01.070 Robert Tseng: Part of, like, you know.
356 00:43:04.130 ⇒ 00:43:20.790 Robert Tseng: some guidance here would be helpful. Just certain heuristics on, like, we’re not pitching someone on the first message, like, we also don’t need to, like, be, you know… I mean, at this point, okay, let’s just look at this one. So, yeah, would love to connect, second, first message.
357 00:43:20.920 ⇒ 00:43:27.590 Robert Tseng: Sure, love to swap notes, that’d be helpful, sure. I think,
358 00:43:30.030 ⇒ 00:43:37.509 Robert Tseng: I mean, the second message is less kind of relevant. I think, yeah, at this point, like, I think it would be…
359 00:43:37.800 ⇒ 00:43:42.349 Robert Tseng: more helpful to… like, I… I mean, I don’t know, like, I… I don’t… I don’t want to…
360 00:43:42.550 ⇒ 00:43:48.730 Robert Tseng: Like, that 34% number is just, like, a made-up thing, like, I don’t know where we got that from, so…
361 00:43:48.860 ⇒ 00:44:07.969 Robert Tseng: There’s, like, some… I feel like there’s just some, like, tweaking that doesn’t require that much technical expertise, but just, like, thinking through, like, how do we experiment on our messaging with these sequences, right? Like, I… we know that pitching directly on the cold… on the first message doesn’t work. We shouldn’t pitch during the connect message.
362 00:44:07.970 ⇒ 00:44:29.350 Robert Tseng: asking for a connection, asking, like, asking questions, like, would love to connect, like, stuff like that is… has… has been… has been better. So we do have, like, some universal learnings that we’ve done from running all these campaigns, and I just don’t really think that those heuristics are being followed in our briefs, and so when they come to me, like, I don’t really… like, I feel like I have to rewrite every message.
363 00:44:29.350 ⇒ 00:44:44.149 Robert Tseng: I mean, I know that it got a little… I think this one already got rewritten, so this is better than the first one that was sent me last week. But… but yeah, like, I feel like this doesn’t require me to do a review. Like, ideally, this is, like.
364 00:44:44.260 ⇒ 00:44:47.200 Robert Tseng: you know, Luke would be able to… to, like.
365 00:44:47.440 ⇒ 00:44:55.239 Robert Tseng: review it, sign off on it, and, like, he can send it to me for one… one pass, like, I’ll look through it, make sure that, like.
366 00:44:55.370 ⇒ 00:45:09.930 Robert Tseng: oh, this is actually a message that a CTO or head of engineering would actually want to see versus, like, a head of marketing or something. Like, I would… I would rather be, like, involved in that point. So that’s… that’s my feedback on this brief.
367 00:45:13.920 ⇒ 00:45:26.149 Luke Scorziell: And are these campaigns… so, are we talking, like, you get a leads list from LinkedIn, and then we’re automating sending messages and connection requests to them, or is it also email? Are there other channels and platforms that we’re using?
368 00:45:27.920 ⇒ 00:45:33.290 Hannah Wang: It’s just LinkedIn right now. Majority of the campaigns are LinkedIn.
369 00:45:34.220 ⇒ 00:45:40.920 Luke Scorziell: Okay, cool. So what is, like, a… the standard process? Like, we come up with a ICP that we want to target, and then…
370 00:45:41.170 ⇒ 00:45:43.580 Luke Scorziell: Just develop, like, some messaging around it.
371 00:45:44.340 ⇒ 00:45:48.120 Hannah Wang: Yeah, so usually what happens is Robert kind of…
372 00:45:48.510 ⇒ 00:45:59.830 Hannah Wang: generates, like, ideas and campaigns that we could run, and then Ryan is in charge of building the lead list, and I think for this one, he came up with the copy, but…
373 00:46:00.000 ⇒ 00:46:10.330 Hannah Wang: either way, whoever it is, like, the go-to-market team kind of works on the copy, and then once it’s approved, from either Robert or UTAM, then we send it
374 00:46:10.330 ⇒ 00:46:20.690 Hannah Wang: we set up the automation, which Ryan has done in the past as well, and then we just keep monitoring it and nurturing the leads. So, I think…
375 00:46:20.840 ⇒ 00:46:36.780 Hannah Wang: this is kind of different from our event campaigns, but… because I feel like before we didn’t have all three of these sequences, it was usually the first message that was automated, and then after that, we had to nurture it manually, which I…
376 00:46:36.950 ⇒ 00:46:39.659 Hannah Wang: Attempted to help out with in the past, but…
377 00:46:39.940 ⇒ 00:46:46.000 Hannah Wang: Yeah, either way, like, yeah, these are all automated, basically, and.
378 00:46:46.000 ⇒ 00:46:46.620 Luke Scorziell: Yeah, yeah.
379 00:46:46.620 ⇒ 00:46:48.389 Hannah Wang: Like, a slow nurture, so…
380 00:46:48.540 ⇒ 00:46:57.210 Hannah Wang: Yeah, you and I can hop on a call sometime if you want, and I can run you through, like, everything that happens in the Golden Market team.
381 00:46:57.370 ⇒ 00:47:08.239 Hannah Wang: And I can just give you, like, a rundown of stuff, if you have questions, because I know it’s a lot. But yeah, happy to hop on a call with you.
382 00:47:09.560 ⇒ 00:47:15.879 Luke Scorziell: Yeah, no, I would definitely love to do that, and then I think it’s just helpful, too, to know,
383 00:47:18.180 ⇒ 00:47:22.770 Luke Scorziell: Just the general process and how we’re coming up with who we’re targeting and what we’re offering them.
384 00:47:23.000 ⇒ 00:47:24.999 Luke Scorziell: as well, and I think, too, like.
385 00:47:26.330 ⇒ 00:47:33.300 Luke Scorziell: Yeah, maybe talk… I’d love to learn, too, if, like, organic content, and the content that we’re posting on LinkedIn is…
386 00:47:34.270 ⇒ 00:47:38.899 Luke Scorziell: like, also being tied to maybe some of these campaigns that we’re doing, because I think that could
387 00:47:39.230 ⇒ 00:47:46.210 Luke Scorziell: Be a pretty, key way to, like, get people without… Cold messaging.
388 00:47:47.480 ⇒ 00:47:49.869 Luke Scorziell: We haven’t done that.
389 00:47:49.870 ⇒ 00:47:51.130 Hannah Wang: Oh, sorry, go ahead.
390 00:47:51.720 ⇒ 00:47:59.710 Luke Scorziell: No, just, like, not necessarily so we don’t have to do any cold messaging, but once you connect with someone, if they can see a post that you post on LinkedIn,
391 00:48:00.410 ⇒ 00:48:06.470 Luke Scorziell: like, within a day or two of connecting, and then they get a message, too. It’s just more touchpoints that we could add.
392 00:48:06.740 ⇒ 00:48:11.089 Luke Scorziell: For them. So, yeah, I’d love to brainstorm some of that with you.
393 00:48:11.600 ⇒ 00:48:22.419 Hannah Wang: Okay, yeah, Ryan is… has worked on content a lot, for both Utam and Robert’s LinkedIns, but yeah, we can… we can talk about it. Happy to…
394 00:48:23.070 ⇒ 00:48:29.219 Hannah Wang: give you the lay of the land here, because I know there’s… there’s a lot, so… happy to help.
395 00:48:33.610 ⇒ 00:48:39.000 Robert Tseng: Okay, cool. Yeah, I guess, weird…
396 00:48:39.490 ⇒ 00:48:46.480 Robert Tseng: I mean, I will stick around till the end of the call, but I guess, what else would be helpful to cover here?
397 00:48:52.040 ⇒ 00:48:53.470 Hannah Wang: Hmm…
398 00:48:57.850 ⇒ 00:49:02.990 Hannah Wang: I think I would want to talk about the client gift thing, I know that’s unrelated to…
399 00:49:03.420 ⇒ 00:49:04.840 Hannah Wang: Basically, a lot of…
400 00:49:04.840 ⇒ 00:49:05.910 Robert Tseng: Talk about it. Yeah.
401 00:49:06.540 ⇒ 00:49:10.099 Hannah Wang: I just don’t want to mess it up, so…
402 00:49:10.830 ⇒ 00:49:14.920 Hannah Wang: If anyone has anything more urgent they want to talk about, feel free to…
403 00:49:15.450 ⇒ 00:49:21.170 Hannah Wang: chime in and interrupt me, but if not, I’m just gonna go for it, so…
404 00:49:22.200 ⇒ 00:49:23.580 Hannah Wang: So you’re good with…
405 00:49:23.910 ⇒ 00:49:35.980 Hannah Wang: the note and the flower stuff. I also did have concerns about the address and the phone number, like, I don’t know how many of them would be willing to give that away, so should we deliver it to, like.
406 00:49:36.290 ⇒ 00:49:39.769 Hannah Wang: an office or something instead? Or…
407 00:49:39.900 ⇒ 00:49:42.379 Hannah Wang: You think their house is still the best?
408 00:49:42.380 ⇒ 00:49:44.799 Robert Tseng: Cool, are you emailing from your email?
409 00:49:45.610 ⇒ 00:49:52.249 Hannah Wang: I’m gonna… yeah, I’m gonna be like, hey, I’m the marketing, or something. I’m… I do something here.
410 00:49:52.580 ⇒ 00:49:52.900 Robert Tseng: Yeah.
411 00:49:52.900 ⇒ 00:50:02.000 Hannah Wang: I’d love to send you a gift, for end of the year. Could you give me your mailing address and phone number so I can…
412 00:50:02.110 ⇒ 00:50:04.229 Hannah Wang: send that over to you, and then I’ll CC.
413 00:50:04.230 ⇒ 00:50:07.670 Robert Tseng: Yeah, I think that’s appropriate. Mailing address and phone number. Okay.
414 00:50:09.150 ⇒ 00:50:16.730 Robert Tseng: Yeah, and then, yeah, I was just saying, you should just CC me and Utam on every single one of those emails, just so they know that, like.
415 00:50:17.880 ⇒ 00:50:25.069 Robert Tseng: we’re involved in this message, and it’s not like some random person that they’ve never talked to that reached out to them.
416 00:50:25.690 ⇒ 00:50:32.579 Robert Tseng: Okay, I will probably come up with a copy, and just because I’m paranoid, I’m gonna have you look at it before I send it. Yeah.
417 00:50:32.580 ⇒ 00:50:39.480 Hannah Wang: then… I’ll probably BCC all of them and just send one email, except for, like… Oh, yeah.
418 00:50:39.780 ⇒ 00:50:41.430 Hannah Wang: Except for…
419 00:50:41.740 ⇒ 00:50:50.509 Hannah Wang: like, these ones… like, certain clients where we want to do something else. Are there any other clients that we want to send, like.
420 00:50:50.990 ⇒ 00:50:55.889 Hannah Wang: something else, too. I’m assuming Zach lives in Denver, so that’s why.
421 00:50:55.890 ⇒ 00:50:57.999 Robert Tseng: Yeah, Zach lives in Denver. Yeah.
422 00:50:58.000 ⇒ 00:51:07.540 Hannah Wang: Health Club thing, is there anyone else that you know off the top of your head? If not, we’re just gonna do the default gift.
423 00:51:11.320 ⇒ 00:51:20.070 Robert Tseng: I want to do something for Josh, to be honest, like, yeah, but I… I don’t know what… he… he told me to get him, like.
424 00:51:20.370 ⇒ 00:51:26.109 Robert Tseng: He told me… I mean, it’s a joke, but he told me to get him, like, Super Bowl tickets, but I’m like, dude.
425 00:51:26.110 ⇒ 00:51:26.500 Hannah Wang: You’re not alone.
426 00:51:26.500 ⇒ 00:51:28.719 Robert Tseng: if I’m gonna do that.
427 00:51:30.290 ⇒ 00:51:34.880 Robert Tseng: I don’t know. But yeah, I do think I can get him something.
428 00:51:35.340 ⇒ 00:51:42.160 Robert Tseng: I mean, they are biggest… they are our biggest client, by far, so, like, I definitely feel like I should get him something. Yeah.
429 00:51:42.420 ⇒ 00:51:49.259 Hannah Wang: Okay, we can brainstorm on that, too, but just Josh, right? The other two are just…
430 00:51:49.260 ⇒ 00:51:51.959 Robert Tseng: Yeah, no, it’s okay, I just want to let me swank.
431 00:51:51.960 ⇒ 00:51:53.500 Hannah Wang: Okay.
432 00:51:55.140 ⇒ 00:52:01.179 Hannah Wang: And do you… I do feel like it’d be cool if we can utilize, like, some of our CP.
433 00:52:01.180 ⇒ 00:52:09.150 Robert Tseng: Yeah, like, I don’t wanna… I mean, I was thinking, like, flowers is safe. Not everybody will like honey stinger waffles, but, like, I like them, but I…
434 00:52:09.960 ⇒ 00:52:12.899 Robert Tseng: I, yeah, I wasn’t really sure either.
435 00:52:13.370 ⇒ 00:52:18.180 Hannah Wang: Should we, like, give them a list of things? Like, you can pick one of these three options.
436 00:52:18.180 ⇒ 00:52:19.400 Robert Tseng: Cool!
437 00:52:19.630 ⇒ 00:52:20.359 Hannah Wang: And then…
438 00:52:20.360 ⇒ 00:52:21.460 Robert Tseng: Interesting.
439 00:52:22.380 ⇒ 00:52:29.390 Holly Condos: So we can do flowers. You can actually do, like, a gift card to, Gold Belly, and then they can just choose whatever they want.
440 00:52:30.670 ⇒ 00:52:32.020 Hannah Wang: Gold Belly.
441 00:52:32.300 ⇒ 00:52:36.100 Holly Condos: Yeah, they have food from everywhere you can think of.
442 00:52:36.960 ⇒ 00:52:39.450 Hannah Wang: Oh, okay, I will look at.
443 00:52:39.450 ⇒ 00:52:40.969 Holly Condos: I can send you the link, Hannah.
444 00:52:41.260 ⇒ 00:52:42.020 Hannah Wang: Okay.
445 00:52:42.460 ⇒ 00:52:46.250 Holly Condos: I don’t know if that’s what you’re thinking, though. If you want something specific.
446 00:52:47.580 ⇒ 00:52:57.770 Hannah Wang: Probably something more specific. Like, Honey Stinger, they’re, like, energy waffles, and they’re one of our clients, and I thought it’d be cool if some of these are, like, active hiker people.
447 00:52:58.900 ⇒ 00:53:03.700 Robert Tseng: Yeah, we were trying to, like, send our clients stuff from other clients. It’s kind of horrible.
448 00:53:03.700 ⇒ 00:53:05.260 Holly Condos: Oh, okay, I see. I see.
449 00:53:05.260 ⇒ 00:53:12.129 Robert Tseng: No, I think the Gold Valley thing is a good idea, like, I think it’s, like, giving people the option to choose, like, what their gift ends up being, like…
450 00:53:12.130 ⇒ 00:53:15.669 Holly Condos: You know, I bet you Insomnia Cookies is on there, what do you think?
451 00:53:15.990 ⇒ 00:53:18.190 Hannah Wang: Hmm… okay.
452 00:53:18.960 ⇒ 00:53:25.919 Hannah Wang: Yeah, the tricky thing with some of the… like, insomnia is so perishable that I was kind of concerned about
453 00:53:26.100 ⇒ 00:53:28.620 Hannah Wang: the delir… I don’t know. I mean, honeystein.
454 00:53:28.620 ⇒ 00:53:29.260 Robert Tseng: Yeah.
455 00:53:29.260 ⇒ 00:53:32.659 Hannah Wang: packaged. And then Element is also packaged.
456 00:53:32.770 ⇒ 00:53:39.450 Hannah Wang: So, Holly, we were thinking of flower delivery, because Urban Stems is a flower delivery service.
457 00:53:39.450 ⇒ 00:53:40.270 Holly Condos: Basically.
458 00:53:40.270 ⇒ 00:53:53.110 Hannah Wang: we utilize them, but I do feel like giving them one of three options, maybe flower, honey sticker at element, or something, I think that’d be kind of fun. Like, pick your own.
459 00:53:53.110 ⇒ 00:53:53.570 Robert Tseng: Yeah.
460 00:53:53.830 ⇒ 00:54:00.070 Holly Condos: Yeah, I’ve had clients do that, where you get a link, and then you just go choose.
461 00:54:00.380 ⇒ 00:54:02.640 Robert Tseng: Click on the link and choose what you want.
462 00:54:02.760 ⇒ 00:54:03.510 Holly Condos: I’ve done them.
463 00:54:04.220 ⇒ 00:54:05.160 Hannah Wang: Okay.
464 00:54:05.160 ⇒ 00:54:12.750 Robert Tseng: Okay, yeah, I feel like we should do that, Hannah. Like, I think that’s fine. And, like, we don’t have to give them every option, like, I think 3 options is fine, like, I think it…
465 00:54:12.940 ⇒ 00:54:13.660 Robert Tseng: Yeah.
466 00:54:14.390 ⇒ 00:54:15.840 Hannah Wang: Do we still want the note?
467 00:54:16.810 ⇒ 00:54:22.120 Robert Tseng: Yes, I think that’s more important than the gift, to be honest. Like, I think just, like, making sure everyone gets a note, yeah.
468 00:54:22.120 ⇒ 00:54:29.089 Hannah Wang: Okay, so I will, like I said, order… I’ll design it, and then get sign-off, and then order it, and then…
469 00:54:29.290 ⇒ 00:54:35.800 Hannah Wang: Yeah, let me know if this copy is okay. I just kinda, oops, put something together, but
470 00:54:36.310 ⇒ 00:54:37.269 Hannah Wang: I know we’re not.
471 00:54:37.270 ⇒ 00:54:40.250 Robert Tseng: Yeah, no, I did look at that. I think that looks great, yeah.
472 00:54:40.250 ⇒ 00:54:42.219 Hannah Wang: Okay,
473 00:54:42.520 ⇒ 00:54:48.360 Hannah Wang: I might tweak it a little bit based on what we end up doing, if we don’t do flowers, but I can…
474 00:54:48.550 ⇒ 00:54:54.170 Hannah Wang: Think about that later. And then, what did we say our cap was?
475 00:54:54.580 ⇒ 00:54:55.139 Hannah Wang: the budget.
476 00:54:56.440 ⇒ 00:55:05.600 Robert Tseng: I… I mean, I was expecting it to be somewhere between 2 and 3 grand, but, like, I mean, I don’t know, I guess I’m… I’m open to whatever.
477 00:55:06.110 ⇒ 00:55:06.810 Hannah Wang: Okay.
478 00:55:07.100 ⇒ 00:55:08.600 Robert Tseng: Yeah.
479 00:55:08.600 ⇒ 00:55:13.030 Hannah Wang: Okay, then I’ll look at the gold belly thing, and then… Where did my call?
480 00:55:13.030 ⇒ 00:55:14.779 Holly Condos: Oh yeah, I’ll send you mine.
481 00:55:14.780 ⇒ 00:55:20.710 Hannah Wang: Okay, and then I’ll draft up the copy, and we can go from there.
482 00:55:20.710 ⇒ 00:55:21.400 Robert Tseng: Yeah.
483 00:55:21.680 ⇒ 00:55:23.190 Hannah Wang: That was helpful. Okay.
484 00:55:25.930 ⇒ 00:55:33.400 Holly Condos: Yeah, I actually got, well, fleet oysters for my older son’s 30th birthday party a couple years ago, because we.
485 00:55:33.400 ⇒ 00:55:33.890 Robert Tseng: Last time.
486 00:55:33.890 ⇒ 00:55:37.870 Holly Condos: All the time, and they were great. They were packed in ice, and…
487 00:55:38.030 ⇒ 00:55:38.750 Hannah Wang: You’re great.
488 00:55:39.650 ⇒ 00:55:41.930 Hannah Wang: Oysters, okay.
489 00:55:42.410 ⇒ 00:55:42.810 Robert Tseng: Yeah.
490 00:55:42.810 ⇒ 00:55:45.290 Holly Condos: Yeah, it was a big, it was a big party.
491 00:55:46.880 ⇒ 00:55:49.299 Holly Condos: Yeah, here it is.
492 00:55:51.040 ⇒ 00:55:54.920 Hannah Wang: Alright, in the last 5 minutes, I actually pulled up Goldbelly, so let’s…
493 00:55:54.920 ⇒ 00:55:56.859 Luke Scorziell: Oh, did you? Okay, you got it.
494 00:55:58.540 ⇒ 00:56:02.009 Holly Condos: Yeah, see, they have tons of stuff. They have meal kits.
495 00:56:03.350 ⇒ 00:56:03.670 Hannah Wang: Wow.
496 00:56:03.670 ⇒ 00:56:04.070 Holly Condos: Yes.
497 00:56:04.070 ⇒ 00:56:07.050 Hannah Wang: Oof, all this food. Oof, okay.
498 00:56:08.630 ⇒ 00:56:14.170 Holly Condos: It’s… I mean, they’ve expanded dramatically in the last, probably, 2 years, I’d say.
499 00:56:15.500 ⇒ 00:56:17.600 Robert Tseng: So interesting. We should…
500 00:56:17.600 ⇒ 00:56:18.159 Holly Condos: Oh, I see.
501 00:56:18.160 ⇒ 00:56:20.180 Robert Tseng: I want… No.
502 00:56:20.940 ⇒ 00:56:21.700 Holly Condos: Huh?
503 00:56:22.170 ⇒ 00:56:25.539 Robert Tseng: I wanna… I want to get Goldbelly as a client now.
504 00:56:25.970 ⇒ 00:56:32.650 Holly Condos: Oh, okay. All right, Robert. I think I actually have a second connection to somebody in IT. I’ll look.
505 00:56:32.650 ⇒ 00:56:33.950 Robert Tseng: Oh, really? Okay.
506 00:56:35.430 ⇒ 00:56:41.559 Holly Condos: Hannah, do you see that corporate gift tab where you can send any product to multiple recipients?
507 00:56:42.590 ⇒ 00:56:43.520 Hannah Wang: This one.
508 00:56:45.220 ⇒ 00:56:45.820 Holly Condos: It’s the…
509 00:56:45.820 ⇒ 00:56:46.170 Hannah Wang: Whoa.
510 00:56:46.170 ⇒ 00:56:51.920 Holly Condos: The furthest tab on the right, once you’re on the… main site.
511 00:56:51.920 ⇒ 00:56:54.080 Hannah Wang: Oh yeah, Corp Gifts, this one.
512 00:56:56.180 ⇒ 00:56:56.550 Robert Tseng: Hmm.
513 00:56:56.550 ⇒ 00:57:01.360 Holly Condos: You can ship products to physical addresses or send as an e-gift via email.
514 00:57:04.210 ⇒ 00:57:06.779 Holly Condos: That’s new. That feature is new.
515 00:57:09.110 ⇒ 00:57:13.530 Hannah Wang: Okay, I will… Take a look at this.
516 00:57:13.670 ⇒ 00:57:17.799 Hannah Wang: This would be helpful, instead of me manually doing.
517 00:57:17.800 ⇒ 00:57:18.160 Holly Condos: Okay.
518 00:57:18.160 ⇒ 00:57:19.690 Hannah Wang: every single client.
519 00:57:19.690 ⇒ 00:57:25.710 Holly Condos: Cool, I didn’t realize they had that feature. As I say, I think it’s maybe new for this season.
520 00:57:26.370 ⇒ 00:57:27.150 Hannah Wang: Okay.
521 00:57:28.160 ⇒ 00:57:36.789 Hannah Wang: Yeah, even if it isn’t one of our… I mean, ideally, it’d be nice if we could do, like, Element and Honey Stinger, like, those actual…
522 00:57:36.970 ⇒ 00:57:40.590 Hannah Wang: products, I don’t know if Goldbelly has.
523 00:57:40.930 ⇒ 00:57:46.610 Hannah Wang: it, but… This is a good… Option, I think.
524 00:57:46.610 ⇒ 00:57:47.560 Holly Condos: Okay.
525 00:57:47.760 ⇒ 00:57:48.630 Holly Condos: Sounds good.
526 00:57:49.000 ⇒ 00:57:55.910 Hannah Wang: Well, I don’t know, Robert, what do you think? You want it more, like, personalized? Like, the gift itself? I know the note will be personalized, but…
527 00:57:56.150 ⇒ 00:58:01.820 Hannah Wang: Or just make it easy on us and do gold buffet.
528 00:58:02.650 ⇒ 00:58:08.989 Robert Tseng: Yeah, I think my gut is still we should send our clients stuff.
529 00:58:10.490 ⇒ 00:58:11.110 Robert Tseng: Yeah.
530 00:58:11.110 ⇒ 00:58:15.379 Hannah Wang: So, even if it looks like a weird mix, and you’re, like, choosing between, like.
531 00:58:16.340 ⇒ 00:58:22.019 Robert Tseng: drink mix, flowers, and, like, waffles, like, I don’t, like, at least, like, you know…
532 00:58:22.210 ⇒ 00:58:28.310 Robert Tseng: I don’t… I feel like that’s… that’s very brain-forged of us to do that, so…
533 00:58:28.310 ⇒ 00:58:28.760 Hannah Wang: Sure.
534 00:58:28.760 ⇒ 00:58:29.340 Robert Tseng: Yeah.
535 00:58:29.800 ⇒ 00:58:30.430 Hannah Wang: Okay.
536 00:58:30.430 ⇒ 00:58:38.870 Robert Tseng: But if you can’t figure out how to coordinate that, it’s fine, like, we can go to the Gold Belly route. I just imagine it’ll probably be more… I wonder what their markup is on everything, too, so…
537 00:58:38.870 ⇒ 00:58:50.580 Hannah Wang: Yeah, well, my initial thought is just to have everything shipped to me, and I can make, like, a PR type of box, at least for Element and Honey Stinger, and then send it out.
538 00:58:51.040 ⇒ 00:59:00.029 Hannah Wang: it’d be a lot of work for me, I guess, because I would be sending out the packages, but, like, I don’t mind doing that. That was my initial thought.
539 00:59:00.680 ⇒ 00:59:02.819 Robert Tseng: Oh, instead of sending it directly, yeah.
540 00:59:03.050 ⇒ 00:59:12.019 Hannah Wang: Yeah, like, I would gather everything, gather all the notes and everything like that, and then make, like, a box, like a gift box thing. I would have to order…
541 00:59:12.020 ⇒ 00:59:21.180 Robert Tseng: Okay, well, what’s our cutoff when we need to ship? Like, I think it’s just, like, you’re gonna send the message out, let’s say by the end of the week, like, I don’t expect everyone to give their information, maybe it’s, like.
542 00:59:21.380 ⇒ 00:59:26.120 Robert Tseng: Half or something, and then we just… we just work with that by the end of the week.
543 00:59:27.170 ⇒ 00:59:28.950 Hannah Wang: Okay, I need to look at…
544 00:59:30.420 ⇒ 00:59:49.360 Hannah Wang: Yeah, it depends on how fast I can… like, would I buy the products? Probably. Like, Honey Stinger and Element just go to the store and get it, and then the box, I would need to, like, order that somehow. Yeah, I need to look into coordinating everything, but I’ll let you know, what the feasibility of that is.
545 00:59:49.960 ⇒ 00:59:50.520 Robert Tseng: Okay.
546 00:59:50.700 ⇒ 00:59:56.250 Robert Tseng: Probably not by Christmas, though. Probably by, like, New Year. Oh, I don’t know. Yeah, that’s fine.
547 00:59:56.890 ⇒ 00:59:57.480 Hannah Wang: Okay.
548 00:59:58.470 ⇒ 01:00:02.270 Hannah Wang: Alright, thank you, everyone, for listening to me today.
549 01:00:02.270 ⇒ 01:00:02.940 Robert Tseng: For sure.
550 01:00:03.660 ⇒ 01:00:04.469 Holly Condos: All good.
551 01:00:04.470 ⇒ 01:00:06.240 Robert Tseng: Alright. Thanks, everyone.
552 01:00:06.240 ⇒ 01:00:07.210 Hannah Wang: Everyone. Bye.
553 01:00:07.210 ⇒ 01:00:07.970 Holly Condos: See ya!