Meeting Title: Onboarding and HubSpot Workflow Review Date: 2025-12-16 Meeting participants: Fireflies.ai Notetaker Joules, Joules Asuncion, Robert Tseng, Hannah Wang
WEBVTT
1 00:03:23.080 ⇒ 00:03:23.760 Joules Asuncion: chart.
2 00:03:24.530 ⇒ 00:03:28.120 Joules Asuncion: -
3 00:03:58.900 ⇒ 00:04:00.849 Joules Asuncion: Hi, Robert. How are you doing?
4 00:04:00.850 ⇒ 00:04:02.520 Robert Tseng: Hey, Jed. Good, how are you?
5 00:04:02.840 ⇒ 00:04:04.040 Joules Asuncion: I’m good, I’m good.
6 00:04:16.399 ⇒ 00:04:19.789 Robert Tseng: I’m gonna wait, like, a minute, because Hannah is supposed to join, too.
7 00:04:20.610 ⇒ 00:04:21.729 Joules Asuncion: Oh yeah, for sure.
8 00:04:22.010 ⇒ 00:04:22.940 Joules Asuncion: Oh, there you go.
9 00:04:37.620 ⇒ 00:04:42.350 Robert Tseng: Okay, let’s get into this.
10 00:04:52.800 ⇒ 00:05:06.639 Robert Tseng: Alright, so I have a couple things I’m sharing here. One is I always start our one-on-ones with kind of going back to your onboarding, and I’ll just share a few things that I changed here, and then, I know you’re… we’re kind of starting to ramp you up more, so…
11 00:05:08.640 ⇒ 00:05:20.509 Robert Tseng: Yeah, I guess we covered this last time in terms of, like, you know, sharing with you what the expectations are, things that are currently challenges versus, like, kind of where we want you to step into.
12 00:05:20.510 ⇒ 00:05:38.789 Robert Tseng: And then I’ve kind of put together more of, like, an onboarding plan. I’ve only kind of thought through… I mean, these are generally kind of how I think about it, but I’ve only really kind of taken a crack at the first 10 days. So, by this point, I would expect you to have understood our HubSpot set up, and all reporting and HubSpot workflows should be in your plate.
13 00:05:39.040 ⇒ 00:05:42.140 Joules Asuncion: And then on this call, with Hannah being here.
14 00:05:42.200 ⇒ 00:05:47.869 Robert Tseng: You’ve already gotten a taste of our top of funnel and middle of funnel, like, flows and handoffs.
15 00:05:47.920 ⇒ 00:06:03.819 Robert Tseng: I know documentation’s not great, I’m really pushing the team to do better documentation, which is why I completely redid this campaigns doc. I will continue to kind of make dents here and there. But I think the best is just to sit down with people and just, like, get
16 00:06:03.880 ⇒ 00:06:18.480 Robert Tseng: you know, watch… walk through with them how they’ve been running campaigns. So, with Hannah, she’s been doing everything for lead nurturing and the messaging around that, so I will let her kind of spend time with you to… to kind of handle that.
17 00:06:19.040 ⇒ 00:06:23.180 Robert Tseng: I kind of forgot, Hannah, what did I ask you to do on this call?
18 00:06:24.530 ⇒ 00:06:29.780 Hannah Wang: I think it’s just the Mofu stuff, or just Tiki stuff.
19 00:06:30.230 ⇒ 00:06:38.539 Hannah Wang: yeah, assisting you while you talk through it. I already had a one-on-one with Jed and walked him through it, but happy to… Okay.
20 00:06:39.130 ⇒ 00:06:54.159 Robert Tseng: Yeah, I may or may not do something so tactical right now, but, if I don’t get to it, then I guess you can meet with him again. But I just want to go… I just want to go through everything. Yeah, and then, like, also at this point, I feel like you should have an understanding of, like.
21 00:06:54.170 ⇒ 00:07:04.879 Robert Tseng: how do we qualify leads? So, what is a qualified meeting, what is a qualified lead? So, I would expect, kind of, these things from you, probably…
22 00:07:05.480 ⇒ 00:07:22.760 Robert Tseng: you know, sometime this week, whether it’s 10 days or not, I don’t really think it matters. So, I think I’ve sent out a survey to the team, the people that you’ve met with. They’re going to kind of give me feedback on kind of how they feel like you’re onboarding, so that’s how we’re evaluating.
23 00:07:23.350 ⇒ 00:07:23.720 Joules Asuncion: And then…
24 00:07:23.720 ⇒ 00:07:25.620 Robert Tseng: And, like, obviously, there’s some…
25 00:07:25.740 ⇒ 00:07:45.489 Robert Tseng: objectives that we’ve put on, that your name is now attached to. So, which I covered yesterday, on yesterday’s call. So, wanting you to start to own those objectives. And so, if anything, if I have any questions around those objectives and those KPIs, I will ping you directly. That’s basically kind of how…
26 00:07:45.590 ⇒ 00:07:49.419 Robert Tseng: what I mean by accountable. So…
27 00:07:51.520 ⇒ 00:07:55.299 Robert Tseng: Yeah, like, anything that has your name. Anything about, well.
28 00:07:57.780 ⇒ 00:08:03.359 Robert Tseng: here, here, here… I mean, whatever. I think it’s,
29 00:08:03.690 ⇒ 00:08:22.139 Robert Tseng: it’s not like there’s something to ask about all the time, so… but, I mean, generally speaking, like, these are… there’s still some, like, gap to close, but, like, I… I think I’m starting to basically put… put… put you as the first line there. Okay, so that’s… that’s that. And then…
30 00:08:22.180 ⇒ 00:08:42.089 Robert Tseng: Yeah, I think, like, you know, at this point with the HubSpot understanding funnel definition, so when we’re using terminologies like top of funnel, leads, qualified lead, you know, all the different deal stages, lead stages that we have at HubSpot, I can just kind of expect that you have a good handle of those, of those terms.
31 00:08:42.520 ⇒ 00:08:58.940 Robert Tseng: Yeah, so that’s… that’s pretty much what I think these kind of first couple weeks, in terms of, like, what I’m, you know, expecting you to… to get to. That’s… yeah, that’s… that’s kind of that. I left this here, just because I know there were some comments from Hannah. I’m not… I’m not gonna delete it, but eventually.
32 00:08:59.010 ⇒ 00:09:17.569 Robert Tseng: you know, we may just, like, archive it or something. I will still kind of, like, throw stuff on here… here and there, but generally, like, have transitioned over to, linear, and so you’re assigned tickets there, and we’ll do more of kind of the back and forth on, like, actual tasks in linear.
33 00:09:17.610 ⇒ 00:09:23.399 Robert Tseng: But for now, it’s, like, linking you to documents, asking you to review things, like, I just think, like.
34 00:09:23.800 ⇒ 00:09:27.920 Robert Tseng: It’s a bit easier just to throw it in Notion for now.
35 00:09:28.810 ⇒ 00:09:29.640 Joules Asuncion: Gotcha.
36 00:09:30.020 ⇒ 00:09:34.520 Robert Tseng: Yeah. Okay, cool. Any questions on what I’ve shared so far?
37 00:09:35.100 ⇒ 00:09:39.670 Joules Asuncion: I’m not of the… yeah, I can’t think…
38 00:09:39.860 ⇒ 00:09:46.189 Joules Asuncion: something on the top of my head, but I do have, like, like, a suggestion in our HubSpot, if that’s okay.
39 00:09:46.790 ⇒ 00:09:47.500 Robert Tseng: Sure.
40 00:09:48.220 ⇒ 00:10:00.029 Joules Asuncion: Yeah. So, I’ve been testing, the inbox for HubSpot, so I actually linked my inbox there. Let me show you my screen, so you can have a better look.
41 00:10:05.390 ⇒ 00:10:06.250 Joules Asuncion: Here.
42 00:10:06.830 ⇒ 00:10:10.680 Joules Asuncion: OF… You can see my screen.
43 00:10:11.080 ⇒ 00:10:11.620 Robert Tseng: Yep.
44 00:10:12.250 ⇒ 00:10:16.669 Joules Asuncion: Awesome. So, I integrated my inbox in here.
45 00:10:16.840 ⇒ 00:10:30.790 Joules Asuncion: So, what I’m… yeah, what I’m trying to do here is to set up your inbox here in HubSpot, but don’t worry, I will have, like, at least, two people that can access the inbox, or, like.
46 00:10:30.910 ⇒ 00:10:37.500 Joules Asuncion: Access this inbox. Okay. So it can be more… we can search.
47 00:10:37.640 ⇒ 00:10:49.320 Joules Asuncion: Like, if you have, like, conversation with a lead, and from here, we can actually, create the lead and deal cycle impromptu, if,
48 00:10:49.900 ⇒ 00:10:54.399 Joules Asuncion: if that… If that lead qualifies, if that makes sense.
49 00:10:55.520 ⇒ 00:10:58.699 Robert Tseng: Okay, so, like, you expect me to use this, or, like, who’s using.
50 00:10:58.700 ⇒ 00:10:59.140 Joules Asuncion: I’m sorry.
51 00:10:59.140 ⇒ 00:10:59.690 Robert Tseng: How are you?
52 00:10:59.690 ⇒ 00:11:10.670 Joules Asuncion: No, it’s okay. It’s just me and Ryan, just of the moment, so we can backtrack any of the conversation, and we can log back it in the company
53 00:11:10.970 ⇒ 00:11:12.470 Joules Asuncion: here in HubSpot.
54 00:11:13.850 ⇒ 00:11:18.470 Robert Tseng: Okay, so, like, Linear and Notion are not leads, right? They’re just, like.
55 00:11:18.470 ⇒ 00:11:20.640 Joules Asuncion: tools that we use. So, like…
56 00:11:20.840 ⇒ 00:11:27.999 Robert Tseng: And Zoom is obviously not a… like, I just feel like this gets really noisy, so, like, how do you, like, really filter for the actual leads?
57 00:11:28.230 ⇒ 00:11:32.450 Joules Asuncion: Oh yeah, from here, it will not create as a deal itself,
58 00:11:32.730 ⇒ 00:11:37.429 Joules Asuncion: Unless… unless we customize it, or, like, add the deal in here?
59 00:11:38.120 ⇒ 00:11:40.230 Joules Asuncion: We’re created at the end… in here.
60 00:11:40.680 ⇒ 00:11:50.399 Robert Tseng: Okay, but, like, if I say, like, I gave you an example today, a GitLaw, like, let’s… I mean, they’re not an inbox, but, like, how would you… how would you triage that?
61 00:11:51.190 ⇒ 00:11:52.679 Joules Asuncion: like the Git log?
62 00:11:54.870 ⇒ 00:11:59.090 Joules Asuncion: Yeah, I think I already, I already added the company in here.
63 00:11:59.440 ⇒ 00:12:00.040 Robert Tseng: Yeah.
64 00:12:00.800 ⇒ 00:12:01.520 Joules Asuncion: So…
65 00:12:01.520 ⇒ 00:12:06.480 Robert Tseng: Like, that one was purely LinkedIn, so there’s no… there is no, there’s no… there’s no email, like…
66 00:12:06.580 ⇒ 00:12:08.069 Robert Tseng: How would the invite full there.
67 00:12:08.280 ⇒ 00:12:25.450 Joules Asuncion: Yeah, that is correct. So you can see all of the activities in here, like the written email, the logs as well, so it’s easier to backtrack, instead of, like, going back to your email and into HubSpot, so we can… so just to check.
68 00:12:25.650 ⇒ 00:12:26.200 Joules Asuncion: So what else?
69 00:12:26.200 ⇒ 00:12:32.309 Robert Tseng: activities are still manual, because it’s… there’s no linkage with LinkedIn, there’s no linkage with Slack, it’s just email.
70 00:12:32.900 ⇒ 00:12:39.969 Joules Asuncion: Yeah, but we can add… but we can add the company if… if they’re not in our HubSpot.
71 00:12:41.820 ⇒ 00:12:44.980 Robert Tseng: So this is only helpful if I’m talking to a lead over email.
72 00:12:45.340 ⇒ 00:12:47.260 Joules Asuncion: Yes, that is correct.
73 00:12:48.530 ⇒ 00:12:54.469 Joules Asuncion: Okay, I mean, at some point, I expect them to move into email, but a lot of our deals are not done in email. They’re, like… In LinkedIn, yeah.
74 00:12:55.080 ⇒ 00:13:02.289 Robert Tseng: they’re, you know, text message, LinkedIn, that’s why we use Slack, because I just, like, I will say, I mean, Usam does it too, you see
75 00:13:03.060 ⇒ 00:13:06.610 Robert Tseng: screenshots of text messages, and he’ll send them to Slack and say.
76 00:13:07.360 ⇒ 00:13:08.180 Joules Asuncion: Okay.
77 00:13:08.180 ⇒ 00:13:13.790 Robert Tseng: Here it is. And I think that is more typical. Like, the deals that we’re going for, like.
78 00:13:13.920 ⇒ 00:13:14.790 Robert Tseng: I think…
79 00:13:15.350 ⇒ 00:13:22.279 Robert Tseng: Yeah, I just… I don’t believe that most of them will close over email. Like, I just… a lot of the activity will happen outside of email.
80 00:13:22.830 ⇒ 00:13:30.180 Robert Tseng: Okay, I see. It’s in-person meetings, it’s text messages, it’s LinkedIn messages. I mean, occasionally there will be an email, especially when.
81 00:13:30.180 ⇒ 00:13:30.540 Joules Asuncion: Let me see.
82 00:13:30.540 ⇒ 00:13:39.019 Robert Tseng: send a proposal. I think a proposal will go through email, that’s still, like, the formal way to do it. But it feels like everything around that is not an email.
83 00:13:39.500 ⇒ 00:13:41.389 Joules Asuncion: Mmm, okay, okay, gotcha.
84 00:13:41.540 ⇒ 00:13:42.390 Joules Asuncion: Okay.
85 00:13:42.740 ⇒ 00:13:44.149 Joules Asuncion: Yeah.
86 00:13:44.610 ⇒ 00:13:48.229 Joules Asuncion: That’s just my suggestion. If, if any…
87 00:13:48.340 ⇒ 00:13:53.920 Joules Asuncion: We can also link our LinkedIn in here, but I think, you’re using your personal LinkedIn.
88 00:13:54.150 ⇒ 00:14:01.100 Joules Asuncion: So, I don’t think that that is… that we can… integrated in HubSpot as well.
89 00:14:01.970 ⇒ 00:14:17.379 Robert Tseng: Okay, I mean, that’s fine. I see the… I see the HubSpot setup. I just… I just think it’s, like, it’s okay. Like, it’s not that… it doesn’t really, like… it’s not like I expect you to… like, I don’t think it’s that helpful. I think it will… it consolidates your HubSpot messages in one place.
90 00:14:17.940 ⇒ 00:14:26.019 Robert Tseng: which is exclusive to email, which is basically what email is. So, like, I don’t really see a difference between you doing this in email versus HubSpot.
91 00:14:27.130 ⇒ 00:14:33.410 Joules Asuncion: Oh, well, again, I can add the company and the lead on HubSpot itself, if I.
92 00:14:33.410 ⇒ 00:14:40.110 Robert Tseng: But you can do that in email as well, with HubSpot extensions or whatever, like, I have an extension in my email that I can just…
93 00:14:40.800 ⇒ 00:14:48.220 Robert Tseng: I can, I can, I can do that, like… I, like, I… I’ll just…
94 00:14:48.470 ⇒ 00:14:55.600 Robert Tseng: I’m, like, talking to this guy, MIT, like, I can just be like, alright, I’m gonna add Shamil to HubSpot, and, like.
95 00:14:55.600 ⇒ 00:14:56.080 Joules Asuncion: Oh, okay.
96 00:14:56.750 ⇒ 00:14:57.500 Robert Tseng: Okay.
97 00:14:59.150 ⇒ 00:15:04.730 Robert Tseng: He’s, like, a partner… Do we even have a partner lifecycle stage?
98 00:15:06.490 ⇒ 00:15:11.200 Robert Tseng: I mean, I don’t… I don’t know, I think our HubSpot is still kind of, like, questionable. It’s not…
99 00:15:11.200 ⇒ 00:15:12.260 Joules Asuncion: I see.
100 00:15:12.900 ⇒ 00:15:19.900 Robert Tseng: Yeah, like, I don’t even have a way to create a partner. Like, I don’t really think we have partner likes. So, like, to me, it’s like, it’s less about… I mean, anyway, like, I…
101 00:15:20.450 ⇒ 00:15:25.879 Robert Tseng: I will just… like, I’m never… I’m not gonna use that, like, I’m just gonna keep using my email, like…
102 00:15:26.170 ⇒ 00:15:27.180 Joules Asuncion: Yeah, yeah, for sure.
103 00:15:27.410 ⇒ 00:15:27.940 Robert Tseng: Yeah.
104 00:15:32.020 ⇒ 00:15:44.649 Robert Tseng: Yeah, like, I don’t know what to do here, like, we don’t really have partners, like, there’s just… I don’t know, like, to me, that’s… that’s a bigger problem, just the tags are not, like, good than… than the workflow. Like, the workflow is, like.
105 00:15:45.430 ⇒ 00:15:51.179 Robert Tseng: Like, I’m stuck here. Like, I’m gonna create MIT, and then… and then what? What is it… where is it gonna go?
106 00:15:54.890 ⇒ 00:16:01.559 Joules Asuncion: I think it should be associated with the company that’s in our HubSpot.
107 00:16:01.860 ⇒ 00:16:03.710 Robert Tseng: Oh, I can’t even associate it.
108 00:16:05.470 ⇒ 00:16:15.160 Robert Tseng: Okay, so that shows up here, and then, like, what, I guess I move here… maybe I have to go and just…
109 00:16:29.900 ⇒ 00:16:30.840 Joules Asuncion: Yeah.
110 00:16:31.200 ⇒ 00:16:36.340 Joules Asuncion: It’s already here, actually. I just… just check our HubSpot.
111 00:16:37.100 ⇒ 00:16:46.699 Robert Tseng: Yeah, I mean, I’m sharing my… oh, I’m not sharing my full screen. Yeah, I just… I just pulled up HubSpot, it shows up. Okay, but, like, great. So I add Shamil, he comes from here.
112 00:16:47.090 ⇒ 00:16:51.639 Robert Tseng: none of the context is there. So, like, to me, what’s the difference between me, like, just…
113 00:16:51.890 ⇒ 00:16:56.789 Robert Tseng: This only gets me… like, you still have to come in here and…
114 00:16:57.310 ⇒ 00:17:02.670 Robert Tseng: I don’t know… what you’re gonna do, like, there’s no part… there’s nothing related to partnering. Like, you just… yeah.
115 00:17:05.109 ⇒ 00:17:18.840 Robert Tseng: like, I would rather just send a message in Slack and say, add Shamil to HubSpot, he’s a partner or whatever. Like, I just… I… I mean, I’m fine with these, like, integrations, but I don’t know, hopefully you see that there is this, like, friction, like, I…
116 00:17:18.950 ⇒ 00:17:33.339 Robert Tseng: this is… this is the person I would like to, like, shortcut and not ask the team to do it, but we don’t have, like, the right stages set up. Like, to me, that’s kind of where your time is better spent, thinking through the sequence of, like.
117 00:17:33.380 ⇒ 00:17:48.120 Robert Tseng: okay, cold contact, email, partner. How does this person get added to HubSpot? Do we have the right stage? Like, yeah, I guess once they’re associated as a contact, like, and they roll up to an account, like, you know, this is…
118 00:17:48.450 ⇒ 00:17:50.580 Robert Tseng: This, to me, is more of a, like a…
119 00:17:50.700 ⇒ 00:18:00.239 Robert Tseng: it’s a… it’s a, it’s like a CRM exercise more so than it is a workflow. I don’t… yeah, we don’t need more workflows. Like, I think email is… is… is fine.
120 00:18:01.140 ⇒ 00:18:01.990 Joules Asuncion: Gotcha.
121 00:18:07.020 ⇒ 00:18:08.010 Joules Asuncion: Gotcha.
122 00:18:15.610 ⇒ 00:18:17.979 Robert Tseng: Okay, so,
123 00:18:18.860 ⇒ 00:18:33.439 Robert Tseng: I don’t feel good that, like, we understand HubSpot setup, workflows, reporting, like, it’s like… it’s like, I understand the rec… I take the recommendation, but it’s not… I don’t… I don’t really think that was, like… I mean, I don’t really think it’s… it’ll… it’ll work.
124 00:18:33.770 ⇒ 00:18:35.450 Robert Tseng: So…
125 00:18:35.870 ⇒ 00:18:41.359 Robert Tseng: I would probably just put that off, like, I don’t… I don’t think we need… I mean, if it’s helpful for you, once again.
126 00:18:41.520 ⇒ 00:18:48.139 Robert Tseng: that’s fine, but it does… this has not stopped me from, like, my Slack message, or whatever that I’m sending.
127 00:18:48.700 ⇒ 00:18:49.460 Robert Tseng: Yeah.
128 00:18:54.070 ⇒ 00:19:03.339 Robert Tseng: Okay, so, I’d like to move on to other stuff, so… Yeah, I think, there’s…
129 00:19:04.170 ⇒ 00:19:15.139 Robert Tseng: you’ve spent a lot of time on systems, like, I think there is some work to be done there, like, it’s still not… it’s not… it’s not… I mean, whatever, I don’t… I don’t need to reiterate that.
130 00:19:15.500 ⇒ 00:19:22.899 Robert Tseng: there’s the, okay, I want you to actually be getting in and sending messages and, participating in, like, the…
131 00:19:23.400 ⇒ 00:19:26.280 Robert Tseng: in communication with the leads, so…
132 00:19:26.280 ⇒ 00:19:30.820 Joules Asuncion: How ready are you able to do that? Like, what do we need to get you to do that?
133 00:19:31.970 ⇒ 00:19:36.129 Joules Asuncion: I think I can do some shadowing, if they’re… if they…
134 00:19:36.330 ⇒ 00:19:50.459 Joules Asuncion: they’re going to have, like, a conversation with the lead, and from there, I can do it on my own, like, on there watching me, so that I don’t have, like, at least minimize the errors.
135 00:19:50.620 ⇒ 00:19:52.149 Joules Asuncion: On the 1st.
136 00:19:52.550 ⇒ 00:19:54.360 Joules Asuncion: First half, if that makes sense.
137 00:19:57.580 ⇒ 00:20:00.439 Robert Tseng: Okay, so, I mean, Hannah, you walked him through it, like.
138 00:20:00.620 ⇒ 00:20:03.210 Robert Tseng: I thought this was, like, a handoff he can… he can take.
139 00:20:03.210 ⇒ 00:20:03.659 Joules Asuncion: Yeah, yeah.
140 00:20:03.660 ⇒ 00:20:06.859 Robert Tseng: Like, where… where… where are we with… I… I… I…
141 00:20:07.220 ⇒ 00:20:11.840 Robert Tseng: Yeah, I’m not… I’m not understanding the, the, like, where we’re at.
142 00:20:14.770 ⇒ 00:20:17.689 Hannah Wang: Yeah, what do you feel like you’d…
143 00:20:18.080 ⇒ 00:20:21.950 Hannah Wang: need from me? Like, do you want me to…
144 00:20:22.350 ⇒ 00:20:27.740 Hannah Wang: like, do the actual exercise with you on a call, like.
145 00:20:28.670 ⇒ 00:20:34.970 Joules Asuncion: Yeah, yeah, we can do that. Like, at least, a run-through, then from there, I will handle it.
146 00:20:37.000 ⇒ 00:20:45.749 Hannah Wang: Yeah, I thought maybe our one-on-one last week was sufficient enough for that, but maybe I need to slow down and…
147 00:20:45.930 ⇒ 00:20:49.269 Hannah Wang: like, do it with you. Yeah.
148 00:20:51.120 ⇒ 00:21:00.630 Hannah Wang: Okay, yeah, I don’t… My brain doesn’t feel ready to do that right now, so maybe we.
149 00:21:00.630 ⇒ 00:21:01.859 Robert Tseng: Yeah, it hasn’t there right now.
150 00:21:01.860 ⇒ 00:21:02.230 Hannah Wang: Yeah.
151 00:21:02.230 ⇒ 00:21:02.630 Joules Asuncion: Yeah, yeah.
152 00:21:02.630 ⇒ 00:21:06.200 Hannah Wang: Grab some time, maybe tomorrow.
153 00:21:06.200 ⇒ 00:21:06.740 Joules Asuncion: For sure.
154 00:21:07.260 ⇒ 00:21:13.780 Hannah Wang: And I’ll kind of help you through… I mean, I’m not perfect at it either, it’s still…
155 00:21:13.910 ⇒ 00:21:24.299 Hannah Wang: I remember it being difficult for me, but I can at least show you, like, what I tried to do. And then, in terms of, like, the messaging, Robert, I know that
156 00:21:24.470 ⇒ 00:21:33.629 Hannah Wang: Joe, like, had different… a different style? Like, do you have a preference for the three, kind of, assets?
157 00:21:33.770 ⇒ 00:21:39.680 Hannah Wang: That I… the three asset sequence I sent versus, like, Joe’s more conversational.
158 00:21:39.990 ⇒ 00:21:46.430 Hannah Wang: I guess, workflow, or no, not workflow, sequence that he put in his brief for the…
159 00:21:46.870 ⇒ 00:21:49.159 Hannah Wang: Build your stack before the holidays.
160 00:21:50.380 ⇒ 00:21:53.210 Robert Tseng: Yeah, I think…
161 00:21:55.270 ⇒ 00:22:06.809 Robert Tseng: So I know there are a lot of Notion docs. To me, what feels intuitive is still to just use, like, this, because I can quickly compare, like, tab over tab, like, what we’re doing, so…
162 00:22:06.940 ⇒ 00:22:08.350 Robert Tseng: I…
163 00:22:09.040 ⇒ 00:22:20.779 Robert Tseng: I guess I can pull up Joe’s brief, and we can just try to answer that question right now, but, like, what should I look for? Data stack, holidays, like, hol… oop.
164 00:22:20.980 ⇒ 00:22:25.020 Hannah Wang: Infra, something early stage. Infra…
165 00:22:25.650 ⇒ 00:22:27.230 Robert Tseng: this one…
166 00:22:27.470 ⇒ 00:22:29.720 Hannah Wang: No.
167 00:22:30.500 ⇒ 00:22:32.450 Robert Tseng: early stage infra.
168 00:22:34.210 ⇒ 00:22:36.800 Hannah Wang: Well, I guess there’s no…
169 00:22:36.940 ⇒ 00:22:44.390 Hannah Wang: if I’m not mistaken, there’s no, like, playbook in that, tab, in one of the tabs for, like, an event.
170 00:22:44.640 ⇒ 00:22:54.450 Hannah Wang: nurturing sequence, like, oh, I saw you at this event, we’d love to… talk about… Etc. Like, what?
171 00:22:54.710 ⇒ 00:22:56.920 Hannah Wang: Happened at the event and stuff.
172 00:22:57.260 ⇒ 00:23:03.739 Robert Tseng: Yeah, well, I mean, like, you kinda… that’s… it’s like, kinda… it lives in your head, it just never got documented, right?
173 00:23:03.740 ⇒ 00:23:07.530 Hannah Wang: Or it’s in Figma, the.
174 00:23:07.530 ⇒ 00:23:16.309 Robert Tseng: Oh, right. Oh, yeah, because you preferred to use the Figma over… over the spreadsheet. I mean, I’m okay with Figma, like, I don’t… yeah, to me, it’s… this is just like a…
175 00:23:17.160 ⇒ 00:23:28.070 Robert Tseng: the formatting, like, I think in cells and spreadsheets, like, if you prefer the visual format, that’s fine. I guess it’s whatever is helpful for the team, so…
176 00:23:28.170 ⇒ 00:23:35.719 Robert Tseng: Yeah, we have Figma here as well. I mean, we should consolidate, we should just pick one and roll with that, like.
177 00:23:37.120 ⇒ 00:23:37.700 Hannah Wang: Yeah.
178 00:23:37.700 ⇒ 00:23:38.250 Robert Tseng: What is the story.
179 00:23:38.250 ⇒ 00:23:40.130 Hannah Wang: Is this.
180 00:23:40.130 ⇒ 00:23:43.660 Robert Tseng: Pigma… PTM strategy…
181 00:23:45.750 ⇒ 00:23:52.910 Hannah Wang: Well, anyway, yeah, if that’s the message, that’s okay, then I will… I was thinking of running him through the campaign for the CX…
182 00:23:52.910 ⇒ 00:23:54.510 Robert Tseng: Have you shown this to him?
183 00:23:54.790 ⇒ 00:23:55.890 Hannah Wang: Yes, I have.
184 00:23:56.050 ⇒ 00:23:56.610 Robert Tseng: Okay.
185 00:23:56.610 ⇒ 00:23:57.150 Joules Asuncion: Yeah.
186 00:23:58.090 ⇒ 00:24:01.119 Robert Tseng: Okay, and, like, what was your… what were your takeaways from this, Jed?
187 00:24:08.320 ⇒ 00:24:10.450 Hannah Wang: I know it’s a lot. There’s a lot.
188 00:24:10.450 ⇒ 00:24:11.105 Joules Asuncion: Excellent.
189 00:24:11.760 ⇒ 00:24:12.440 Hannah Wang: Yeah.
190 00:24:14.500 ⇒ 00:24:20.619 Joules Asuncion: Yeah, I think, I can have, like, a better takeaways if I’m doing it,
191 00:24:21.460 ⇒ 00:24:27.340 Joules Asuncion: Doing it closely, or, like, sending a message through campaigns and, through leads.
192 00:24:28.410 ⇒ 00:24:37.749 Robert Tseng: Okay, yeah, so, like, I think the one that just… okay, let’s just make this very tactical, like, I don’t need… I guess, being very abstract is not very helpful. So,
193 00:24:38.150 ⇒ 00:24:44.159 Robert Tseng: Yeah, okay, this person got, like, targeted by our AI CF Summit campaign.
194 00:24:44.490 ⇒ 00:24:50.450 Robert Tseng: Ryan only sends out the initial connect sequence, there’s no sequence to follow up with them.
195 00:24:50.770 ⇒ 00:24:55.359 Robert Tseng: I don’t really need this to be automated right now. I just want you to go through the exercise of…
196 00:24:55.650 ⇒ 00:25:03.580 Robert Tseng: like, applying, the event speaker flow, so you kind of look here. Connection accepted, speaker…
197 00:25:04.900 ⇒ 00:25:07.569 Robert Tseng: No response. Negative.
198 00:25:08.920 ⇒ 00:25:09.790 Robert Tseng: Oh, I see.
199 00:25:09.790 ⇒ 00:25:12.350 Hannah Wang: So our clothes not that great, yeah. I’m sorry.
200 00:25:12.350 ⇒ 00:25:28.720 Robert Tseng: Yeah. No, no, it’s… it’s okay. I mean, like, it’s… that’s why I’m, like, I don’t know, we’re not machines, like, we kind of need to have, like, some human, like, in the loop to, like, be like, okay, great, this is… this is an event that happened, like, we don’t really know the speaker, so I mean, it’s fine. Like, it’s…
201 00:25:29.500 ⇒ 00:25:31.090 Robert Tseng: I guess, if…
202 00:25:32.450 ⇒ 00:25:40.550 Robert Tseng: seems like we just need more, like, second message templates, like, I’m trying to see how I could be helpful here.
203 00:25:42.530 ⇒ 00:25:46.159 Robert Tseng: Like, do I need to just do… do I need to put out more, like.
204 00:25:47.310 ⇒ 00:25:54.969 Robert Tseng: what happens after, like, a lead connects kind of, like, situation? Like, I don’t… I don’t know, like.
205 00:25:56.400 ⇒ 00:26:04.660 Hannah Wang: I mean, I feel like this one right here is, like, what I go to, like, like, if… even if they don’t respond, I’m like.
206 00:26:04.660 ⇒ 00:26:23.409 Hannah Wang: like, something about their company, or, like, saw you’re doing this at this company, sounds interesting, like, would love to swap notes, and then I, like, send our website link. So that’s, like, my… always my go-to, regardless of if they respond back, or, like, have a weird response, like, I always kind of send that.
207 00:26:23.420 ⇒ 00:26:27.269 Hannah Wang: And then the second note is…
208 00:26:27.690 ⇒ 00:26:36.290 Hannah Wang: Yeah, so for this one, like, I guess to be tactical, I would go into her LinkedIn profile, research her company, and…
209 00:26:36.590 ⇒ 00:26:40.940 Hannah Wang: Kind of figure out, like, yeah.
210 00:26:41.340 ⇒ 00:26:50.310 Robert Tseng: Yeah, I mean, I would say, like, you know, rather than guessing all of that, it’s like, we didn’t… I didn’t really give you anything, like, I didn’t give you topics on this person, but yeah, sure, we can…
211 00:26:50.570 ⇒ 00:26:56.380 Robert Tseng: And go to this person, figure out, like, is there something that they spoke on? .
212 00:26:56.380 ⇒ 00:26:56.910 Hannah Wang: Yeah.
213 00:26:59.290 ⇒ 00:27:17.169 Robert Tseng: I mean, if you can’t figure it out, like, I don’t think we need to guess. I think we can just be like, hey, sorry I missed you at the events, like, would love to exchange notes, would love to… I still had a great time, would love to swap notes, or whatever. Like, that to me is, like, how I would apply, like, some of these messages. Like, I do think that all the elements are here.
214 00:27:17.170 ⇒ 00:27:22.110 Robert Tseng: I think we just have to use a little bit of, like, our own judgment to be like.
215 00:27:22.490 ⇒ 00:27:31.780 Robert Tseng: okay, guess this person was a speaker. I don’t actually know what they spoke on, so there’s nothing I can say here. I’m gonna skip these. Like, I think this is more appropriate, because…
216 00:27:31.890 ⇒ 00:27:50.919 Robert Tseng: this was an event we didn’t actually attend, we just activated it around it, and so we can just lead with the, sorry, I missed you, had a great time, da-da-da, like, I don’t know, like, there’s… there’s, like, some… some mixing there. So, I think that’s, like, that’s kind of what I would like to see, and, you know, like, this would end up being tracked, so you would… you would test that.
217 00:27:50.920 ⇒ 00:27:58.779 Robert Tseng: you would track it in the, like, go-to-market LinkedIn tracker. You need to create a new tab specifically for that event, or…
218 00:27:58.780 ⇒ 00:28:13.939 Robert Tseng: whatever that type of… that type of lead, and, like, the message needs to be tracked here, so that I can see, like, how many… how many messages you actually… you actually sent, right? So, I think that’s… that’s what the whole sequence looks like. I… I think we’re maybe, like, kind of…
219 00:28:14.270 ⇒ 00:28:16.919 Robert Tseng: Thinking it’s more complicated than it is.
220 00:28:17.960 ⇒ 00:28:27.649 Hannah Wang: Yeah, just, like, think about it like you’re talking to a human, like, you are talking to another human. I feel like we don’t need to over-engineer it, just be like…
221 00:28:28.100 ⇒ 00:28:35.779 Hannah Wang: yeah, it’s just, you’re having a conversation with someone. That’s kind of how I… I thought, approached… approached it.
222 00:28:37.230 ⇒ 00:28:39.620 Hannah Wang: I don’t know if that helps, but…
223 00:28:39.620 ⇒ 00:28:41.110 Joules Asuncion: Yeah.
224 00:28:41.810 ⇒ 00:28:56.499 Robert Tseng: Okay, so I think what I will do is I will set up… I’ll reset up this environment for the go-to-market outbound tracker, and then, yeah, Jed, like, by, you know, by the end of the week, you’re gonna send a message to all the people in that campaign. So, like, that’s… that, to me, will demonstrate
225 00:28:56.500 ⇒ 00:29:03.060 Robert Tseng: That you understand, like, the campaign that we launched, you know how to synthesize, like, you know, pick
226 00:29:03.250 ⇒ 00:29:11.190 Robert Tseng: Going through the sequence, figure out, like, what message to send, and then you’re logging it into a sheet so that we have some measurement of, like.
227 00:29:11.360 ⇒ 00:29:26.790 Robert Tseng: what message was sent, like, to who and when, like, and whatnot. So, I think that should probably be about, like, what, 20 people max? Like, I don’t really think it’s that much. So, like, that’s… that… that… that’s… that’s what I would… that’s what I would like to see.
228 00:29:27.500 ⇒ 00:29:28.280 Joules Asuncion: Gotcha.
229 00:29:28.470 ⇒ 00:29:28.990 Robert Tseng: Yeah.
230 00:29:29.530 ⇒ 00:29:38.649 Hannah Wang: Yeah, and then you can… I think the leads should be listed in the Marketing Hub, but if not, you can talk to Ryan, he should have all the…
231 00:29:38.810 ⇒ 00:29:42.769 Hannah Wang: The leads, and then if you have any questions, you can message me.
232 00:29:43.000 ⇒ 00:29:45.020 Hannah Wang: If anything’s confusing.
233 00:29:45.620 ⇒ 00:29:46.420 Joules Asuncion: Got it.
234 00:29:52.060 ⇒ 00:29:57.770 Hannah Wang: Do you still want him to do, like, the three links type of thing for…
235 00:29:58.120 ⇒ 00:29:58.680 Hannah Wang: this.
236 00:29:58.680 ⇒ 00:30:05.350 Robert Tseng: No, let’s just get this one message out first. Yeah. And, you know, before we’re gonna send another link, we can…
237 00:30:05.360 ⇒ 00:30:22.630 Robert Tseng: do it on Friday. So, I will… yeah, I’ll probably… I’ll call this out again on stand-up, probably, you know, in a couple days or whatever, and we’ll… we’ll go from there. But, yeah, let’s just be very tactical and just… just do that. Like, I think that’s… that… that’s the whole flow. You go in here.
238 00:30:22.650 ⇒ 00:30:29.520 Robert Tseng: or wherever you’re looking at LinkedIn, you’re checking all the leads that kind of actually connected with me through this particular campaign.
239 00:30:29.670 ⇒ 00:30:41.820 Robert Tseng: you’re sending them the second message, and how you send the second message is you come to Figma, you try to understand, okay, we have event attendees, we have speakers, generally speaking.
240 00:30:42.290 ⇒ 00:30:52.590 Robert Tseng: I mean, in this case, once again, we didn’t actually go to the event, so I don’t think you’ll have enough context to give something to the speaker, but, you know, you’re just kind of working with the attendee specifically, right?
241 00:30:52.710 ⇒ 00:30:59.630 Robert Tseng: And I’m okay with you not sending the same message, like, if you’re… like, this is why there’s, like, some experimentation component to it. It’s like…
242 00:31:00.110 ⇒ 00:31:17.630 Robert Tseng: Yeah, you’re kind of like, you know, even in this example, it was like, okay, sorry I missed you, and have a great time with confidence, like, I’m doing a mishmash of these two. It’s… like, I… they didn’t give me… I don’t want to lead off with being apologetic, perhaps, like, I want to be more positive. Like, I… I don’t know, like, I…
243 00:31:17.760 ⇒ 00:31:29.230 Robert Tseng: So I, I think you can… you can, you can try different versions. You can do one that’s just sorry, I missed you, you could do one that’s sorry plus something positive. Yeah, I think we’re…
244 00:31:29.440 ⇒ 00:31:45.470 Robert Tseng: And, you know, by the end of the week, you know, if there’s a positive response, and we come back and we say, hey, we need to update this sequence, because actually what went well was, you know, whatever, like, this other combination. And so, that’s kind of how these flows should be improved. So…
245 00:31:45.470 ⇒ 00:31:52.259 Robert Tseng: I mean, right now, we only have, like, two flows, because I think these are the only most recent ones that we’ve been running.
246 00:31:52.330 ⇒ 00:31:55.329 Robert Tseng: But I expect every campaign to have a…
247 00:31:55.830 ⇒ 00:32:03.130 Robert Tseng: A flow, and it’ll probably all be pretty similar. Yeah. So…
248 00:32:05.590 ⇒ 00:32:17.450 Robert Tseng: Okay, so that… that’s… that’s that. I… I think that’s the expectation. Let’s… let’s try to get that done by tomorrow, and like, yeah, I guess if you have any questions about the lead list, and, like.
249 00:32:18.190 ⇒ 00:32:22.350 Robert Tseng: Yeah, okay, whatever, you, you can… you can lean on, on, on Hannah and Ryan for that.
250 00:32:22.830 ⇒ 00:32:23.949 Joules Asuncion: Okay.
251 00:32:23.980 ⇒ 00:32:33.400 Robert Tseng: We’re about… we’re coming up on time, we’re gonna lead straight into stand-up, so I guess, like, you know, I’m… I won’t kind of field any more questions on this, I need to kind of…
252 00:32:33.610 ⇒ 00:32:41.550 Robert Tseng: pivot and give, more to the team, but, I guess I will drop off, and I’ll see you… see you guys on the next… on the next call.
253 00:32:42.640 ⇒ 00:32:44.450 Robert Tseng: Alright, thank you. Okay, thanks.