Meeting Title: Sales Coordinator Transition Date: 2026-01-06 Meeting participants: Luke Scorziell, Luke’s Notetaker, Rico Rejoso, Robert Tseng
WEBVTT
1 00:00:12.140 ⇒ 00:00:13.530 Luke Scorziell: Erica, how’s it going?
2 00:00:13.910 ⇒ 00:00:15.950 Rico Rejoso: Hey, Luke. I’m good, how are you?
3 00:00:16.180 ⇒ 00:00:17.110 Luke Scorziell: We’re good.
4 00:00:18.820 ⇒ 00:00:20.040 Luke Scorziell: Crazy day.
5 00:00:28.700 ⇒ 00:00:32.969 Rico Rejoso: So, sorry I couldn’t turn my camera on, just some data.
6 00:00:34.190 ⇒ 00:00:39.080 Luke Scorziell: Oh, no, you’re good. Oh, let’s just tough mine on, so…
7 00:00:39.450 ⇒ 00:00:47.740 Luke Scorziell: and see whatever’s… whatever’s happening around me. So, okay, here’s Robert now, but… Okay.
8 00:00:47.900 ⇒ 00:00:49.779 Luke Scorziell: Pretty showered me right now.
9 00:00:55.180 ⇒ 00:00:56.390 Luke Scorziell: How’s it going, Robert?
10 00:00:56.770 ⇒ 00:00:57.760 Robert Tseng: Ed, how are you?
11 00:00:58.430 ⇒ 00:00:59.250 Luke Scorziell: Good.
12 00:00:59.760 ⇒ 00:01:04.239 Luke Scorziell: Did you want to leave this? Or did you want me to, or what was your.
13 00:01:04.510 ⇒ 00:01:08.660 Robert Tseng: Yeah, no, I’ll just be… I’ll be more passive here. I’m kind of…
14 00:01:09.140 ⇒ 00:01:17.519 Robert Tseng: working on parallel things, so I’ll just be here to answer questions or, you know, let you go through.
15 00:01:19.060 ⇒ 00:01:19.710 Luke Scorziell: Sweet.
16 00:01:20.710 ⇒ 00:01:21.480 Luke Scorziell: Okay.
17 00:01:26.830 ⇒ 00:01:28.820 Luke Scorziell: We had a little bit of an agenda with…
18 00:01:30.080 ⇒ 00:01:33.230 Luke Scorziell: ChatGPT, just so we can see.
19 00:01:34.140 ⇒ 00:01:41.850 Luke Scorziell: So, and I guess, Robert, to confirm with you, like, kind of just mapping out the responsibilities that Jed had, and how we can transition them over, too.
20 00:01:42.070 ⇒ 00:01:45.609 Luke Scorziell: Rico and Ryan for now, and the rest of us, and then.
21 00:01:46.130 ⇒ 00:01:50.730 Robert Tseng: Yeah, have you seen the Notion doc that I was referencing?
22 00:01:52.170 ⇒ 00:01:56.300 Luke Scorziell: the… Sales… er, sales coordinator?
23 00:01:56.440 ⇒ 00:01:57.120 Robert Tseng: Yep.
24 00:01:58.130 ⇒ 00:02:00.549 Luke Scorziell: Yeah, yeah, yeah, yeah. Yeah, I’ve seen that.
25 00:02:00.590 ⇒ 00:02:08.510 Robert Tseng: Yeah, like, I built that with him. So, like, this is what he was supposed to cover. Obviously, it didn’t actually pan out that way, so…
26 00:02:08.630 ⇒ 00:02:16.369 Robert Tseng: We did the whole situational diagnosis together, the whole onboarding expectations, at least the first 10 and 30 days we put together.
27 00:02:16.560 ⇒ 00:02:26.540 Robert Tseng: I put together the onboarding checklist for him, so, like, those are… that’s… we basically logged everything he was supposed to go through over his first month here, but, it just didn’t end up…
28 00:02:26.810 ⇒ 00:02:34.299 Robert Tseng: Well, yeah, like, yeah. So, I feel like that that’s… that’s the source of truth for everything that he… that’s supposed to be on his plate.
29 00:02:34.440 ⇒ 00:02:37.960 Robert Tseng: About what’s… what’s actually happening, or…
30 00:02:38.330 ⇒ 00:02:52.069 Robert Tseng: what he actually took on versus, like, what’s in the doc. I think there’s two separate stories there, so I think that’s really for you guys to kind of figure out. And then I’ll kind of jump in more towards the end to see, like, what can we reasonably hand off to Rico at this point.
31 00:02:52.580 ⇒ 00:02:54.610 Luke Scorziell: Yeah, okay, sweet.
32 00:02:54.730 ⇒ 00:02:57.370 Luke Scorziell: So
33 00:03:05.020 ⇒ 00:03:11.180 Luke Scorziell: Okay. So, yeah, I mean, I think basically what it seems like he was doing, from my perspective,
34 00:03:11.730 ⇒ 00:03:15.749 Luke Scorziell: I mean, I… yeah, not really touching too much, maybe doing a little bit of, like.
35 00:03:15.960 ⇒ 00:03:21.260 Luke Scorziell: A little bit in HubSpot, but he had mainly a campaign that I think Robert’s taking over now, Rico.
36 00:03:21.540 ⇒ 00:03:26.749 Luke Scorziell: Doing… Like, circle back at the end of the year, and…
37 00:03:27.100 ⇒ 00:03:33.509 Luke Scorziell: So, yeah, I guess kind of what Robert was saying, like, the expectations versus what was actually happening were quite different.
38 00:03:34.690 ⇒ 00:03:37.670 Luke Scorziell: So I guess for us, as, like, moving…
39 00:03:38.320 ⇒ 00:03:41.309 Luke Scorziell: I mean, quick things, I guess, just from an operational perspective is, like.
40 00:03:41.770 ⇒ 00:03:47.870 Luke Scorziell: We want to deactivate just the tools and accounts, I guess, that he had access to, so…
41 00:03:48.650 ⇒ 00:03:52.420 Luke Scorziell: HubSpot, Slack, Notion, his email, LinkedIn.
42 00:03:53.260 ⇒ 00:03:55.850 Luke Scorziell: Is that something that you can just handle pretty easily?
43 00:03:56.560 ⇒ 00:03:58.169 Rico Rejoso: I think we’re too good there, I wanna…
44 00:03:58.970 ⇒ 00:04:00.029 Luke Scorziell: You did that already?
45 00:04:00.190 ⇒ 00:04:02.879 Rico Rejoso: Yeah, I’ve done that, earlier today.
46 00:04:03.160 ⇒ 00:04:06.650 Rico Rejoso: Okay. We’re just using the same credentials, right?
47 00:04:07.170 ⇒ 00:04:10.030 Luke Scorziell: Yeah, so I guess he can just… Er, yeah.
48 00:04:10.160 ⇒ 00:04:11.119 Luke Scorziell: So I’m not…
49 00:04:11.120 ⇒ 00:04:12.220 Rico Rejoso: the… yeah.
50 00:04:12.220 ⇒ 00:04:13.350 Luke Scorziell: It’s not ideal, maybe.
51 00:04:13.350 ⇒ 00:04:14.340 Rico Rejoso: Yeah, I read it.
52 00:04:15.380 ⇒ 00:04:20.379 Luke Scorziell: Okay, great, so we have all that done, and then…
53 00:04:22.700 ⇒ 00:04:28.920 Luke Scorziell: Yeah, I think what we want to maintain… is… like…
54 00:04:29.050 ⇒ 00:04:40.500 Luke Scorziell: And I guess I didn’t really get to see much of this from Jed, but, like, updating HubSpot and making sure that it’s staying accurate, so updating the deal stage, like, most recent activity, and…
55 00:04:40.900 ⇒ 00:04:46.319 Luke Scorziell: Like, tagging with… with notes on what’s happening with the deal.
56 00:04:46.320 ⇒ 00:04:48.010 Robert Tseng: We’ll keep that with Ryan for now.
57 00:04:48.500 ⇒ 00:04:50.530 Luke Scorziell: Okay. So,
58 00:04:50.770 ⇒ 00:05:01.710 Luke Scorziell: Okay, so then, yeah, we can have Ryan do that, and then… I guess, what… what do you feel like, with the capacity that you have, Rico, you’d… you’d be open to handling, or would maybe be, like, the best fit for you?
59 00:05:03.890 ⇒ 00:05:19.280 Robert Tseng: I think he could do anything that’s, like, email coordination, sending messages, like, the actual, like, message sending that Jed didn’t actually do. But anything around, like, HubSpot, kind of reporting and deal stages, like, we could just keep that in…
60 00:05:19.390 ⇒ 00:05:28.140 Robert Tseng: On Ryan’s plate, and then for Rico, he can… he can take over what, on the reporting side, what, Jed was supposed to be doing.
61 00:05:28.700 ⇒ 00:05:36.049 Luke Scorziell: Okay, so reporting, and then actually messaging, people. Because now that we have the CAM, or the ICP, too, we can kind of
62 00:05:36.400 ⇒ 00:05:37.240 Luke Scorziell: Starting to find it.
63 00:05:38.190 ⇒ 00:05:45.869 Rico Rejoso: the SOP or documentation for it, so I can make sure that I’m… I’ll be staying within process, if I guys have been doing it before.
64 00:05:47.130 ⇒ 00:05:52.449 Luke Scorziell: Yeah, that is something also that I’ve kind of been wondering. I know we have…
65 00:05:52.860 ⇒ 00:05:59.600 Luke Scorziell: Like, the go-to-market playbooks with different messages that we want to be sending, and then…
66 00:06:00.530 ⇒ 00:06:07.600 Luke Scorziell: But with, like, the go-to-market, report. Robert just came up with some new…
67 00:06:07.770 ⇒ 00:06:10.799 Luke Scorziell: like, OKRs and metrics that we want to be measuring.
68 00:06:11.430 ⇒ 00:06:16.660 Luke Scorziell: this quarter, and so that was kind of what I sent this morning in the chat of,
69 00:06:17.200 ⇒ 00:06:22.540 Luke Scorziell: like, different reports that would be helpful for me to see weekly. But we don’t have…
70 00:06:23.710 ⇒ 00:06:29.309 Luke Scorziell: But I’m aware of, like, A whole lot of documentation other than in this doc.
71 00:06:29.470 ⇒ 00:06:33.680 Luke Scorziell: Do you have access to the sales coordinating, or sales coordinator onboarding?
72 00:06:34.040 ⇒ 00:06:35.160 Luke Scorziell: Don’t we go.
73 00:06:35.720 ⇒ 00:06:37.969 Rico Rejoso: If you share it, I’ll take a look at it.
74 00:06:38.190 ⇒ 00:06:39.570 Luke Scorziell: Yeah, I want to share that
75 00:06:51.380 ⇒ 00:06:53.450 Luke Scorziell: Oh, okay, I just slapped that to you.
76 00:06:56.680 ⇒ 00:06:57.920 Rico Rejoso: Okay, got it.
77 00:07:00.970 ⇒ 00:07:06.889 Luke Scorziell: Yeah, I mean, I think the top priority, if, you know, if you’re not going to be doing HubSpot then, is really…
78 00:07:08.050 ⇒ 00:07:12.129 Luke Scorziell: we’d like to… I would like to be getting out messages,
79 00:07:14.230 ⇒ 00:07:21.509 Luke Scorziell: like, every day we should be sending messages to the ICPs. So that’s something that we can build out together.
80 00:07:23.250 ⇒ 00:07:25.320 Luke Scorziell: What’s the… now that we have the ICP doc.
81 00:07:26.070 ⇒ 00:07:28.470 Luke Scorziell: Done, but, let’s see…
82 00:07:42.580 ⇒ 00:07:44.559 Luke Scorziell: You just want to look over that document real quick?
83 00:07:45.100 ⇒ 00:07:45.810 Rico Rejoso: Yeah.
84 00:08:19.420 ⇒ 00:08:20.110 Rico Rejoso: Okay.
85 00:08:22.140 ⇒ 00:08:22.910 Rico Rejoso: Wait.
86 00:08:22.910 ⇒ 00:08:25.500 Luke Scorziell: So…
87 00:08:27.620 ⇒ 00:08:36.049 Luke Scorziell: From that, would you be alright with doing then the outbound as we give you campaigns, and then…
88 00:08:36.460 ⇒ 00:08:38.280 Luke Scorziell: Maybe just doing some of the reporting.
89 00:08:38.929 ⇒ 00:08:47.339 Rico Rejoso: Yeah, definitely. If there’s no documentation yet, maybe we can come up with, while I’m on it, so we can also hand it over to the next sales coordinator.
90 00:08:47.790 ⇒ 00:08:53.219 Luke Scorziell: Yeah, I mean, I think what would be ideal for me, and kind of what I’m thinking, is that if we could even
91 00:08:53.500 ⇒ 00:09:03.970 Luke Scorziell: maybe just use this document that we have right now as, like, a hub of truth for the sales coordinator, where we can document… we could have, like, a database with the different
92 00:09:04.250 ⇒ 00:09:11.070 Luke Scorziell: Like, responsibilities that they’re gonna have that are tied to different KPRs, and then use that as,
93 00:09:11.340 ⇒ 00:09:15.009 Luke Scorziell: Or put in SOPs with that. So is that something you would develop?
94 00:09:15.340 ⇒ 00:09:19.540 Luke Scorziell: Or would that… is that something that you’d more want, to come from me or someone else?
95 00:09:19.920 ⇒ 00:09:25.549 Rico Rejoso: I mean, we can come up with it, or I’m just thinking is, like, I don’t know how…
96 00:09:26.200 ⇒ 00:09:36.230 Rico Rejoso: I mean, prior to, like, coming in, how you guys do messaging and the tone of it. I just want to make sure that we… there’s not much changes into it, since, you mentioned I’ll be taking over some of this stuff.
97 00:09:36.640 ⇒ 00:09:42.020 Luke Scorziell: Yeah, I don’t… I… I mean, for the most part, from what I know, it’s mostly been…
98 00:09:43.850 ⇒ 00:09:48.010 Luke Scorziell: We have a lot of automations going, and, here, yeah, maybe we’re overdue it.
99 00:09:50.450 ⇒ 00:09:59.519 Robert Tseng: I’ll jump in, I’ll share a couple things. So, yeah, for net new campaigns, you guys will be going through the copy, right? So, like, I mean, I just wanna…
100 00:10:00.030 ⇒ 00:10:01.490 Rico Rejoso: flash, like…
101 00:10:09.310 ⇒ 00:10:13.979 Robert Tseng: So… like, I took this back to the dead.
102 00:10:19.790 ⇒ 00:10:26.010 Robert Tseng: Yeah, he… you know, like… This was his copy,
103 00:10:26.330 ⇒ 00:10:30.080 Robert Tseng: For an email, that he was supposed to send out.
104 00:10:30.510 ⇒ 00:10:35.279 Robert Tseng: This is not… like, this is the right approach, like…
105 00:10:35.570 ⇒ 00:10:45.110 Robert Tseng: I would expect something like this for me to review and edit. I don’t think it should be a standalone Google Doc, so there’s a lot of issues I have with how this ended up happening.
106 00:10:45.330 ⇒ 00:10:49.200 Robert Tseng: You know, I want to just show an example of what not to do.
107 00:10:49.720 ⇒ 00:10:50.540 Robert Tseng: So…
108 00:10:50.670 ⇒ 00:10:59.880 Robert Tseng: This was assigned in 2 weeks ago. I didn’t get the list until yesterday, and then the only copy I ever received was… was this doc.
109 00:11:00.090 ⇒ 00:11:03.300 Robert Tseng: Like, this is not okay, especially since
110 00:11:03.750 ⇒ 00:11:11.200 Robert Tseng: it’s 2026 now, like, this is definitely not ready. He was… he was gonna just fire this out to the list that he had, so…
111 00:11:11.290 ⇒ 00:11:22.560 Robert Tseng: The fact that there are 3 links to look at this one thing doesn’t make any sense to me. I would prefer this all to be tracked in a single place where I can look and give feedback on it directly, so…
112 00:11:22.640 ⇒ 00:11:31.419 Robert Tseng: that’s default notion, unless you guys come up with something else. I’m not, like, gonna prescribe what that should be, but it should not be 3 separate links for really quick entry.
113 00:11:32.970 ⇒ 00:11:49.119 Robert Tseng: My preference is that I run everything out of spreadsheets, that’s just because of my finance background or whatever, so even when I’m iterating on copy, and I’m going through different versions, like, I just create a solid like this, and I will test, like, different types, and I’ll review it, I run it by people, and then
114 00:11:49.230 ⇒ 00:12:01.829 Robert Tseng: You know, that way you have a menu to choose from, and then I’ll fire it out based on the campaign type. So this was one of our old campaigns, called Mutual Intro. There are videos of this, all over Notion. I’m not gonna go through it. We want you guys to go and find it.
115 00:12:02.000 ⇒ 00:12:10.320 Robert Tseng: Circlebacks, here were also… I had plenty of copy here examples that Ben could have used, but he decided to just kind of go this route.
116 00:12:10.550 ⇒ 00:12:23.929 Robert Tseng: I think I’m just gonna say, like, you know, if you guys don’t have a preference on how you want to do it, I would… I would strongly suggest doing the spreadsheet version. It just allows me to view multiple options very quickly. I like tabs, I like different cells.
117 00:12:24.060 ⇒ 00:12:32.869 Robert Tseng: But if you guys are really allergic to spreadsheets and prefer to use Notion, I am okay with that. I just don’t want to click into multiple links.
118 00:12:33.680 ⇒ 00:12:42.249 Robert Tseng: So yeah, I mean, I think this needs to be updated, because these were all campaigns we were running at some point. Work in progress means that they’re off.
119 00:12:42.450 ⇒ 00:12:49.150 Robert Tseng: I mean, frankly, they’re all off right now, so it’s gonna take some effort to, like, turn these back on, but, like.
120 00:12:49.620 ⇒ 00:13:05.210 Robert Tseng: yeah, I guess this is… this is what I mean by message copy, thinking through the sequence, this is the first message, this is the second message, this is the third message, like, so I’m really thinking through, like, a whole sequence when I’m, like, when I actually design a campaign, so…
121 00:13:05.210 ⇒ 00:13:12.170 Robert Tseng: I would, like, expect, at minimum, what I did, and, you know, like, yeah, this probably takes me, like, 30 minutes per
122 00:13:12.250 ⇒ 00:13:18.850 Robert Tseng: for a campaign to kind of put together something like this, right? So, you know, I kind of want to be able to get
123 00:13:19.030 ⇒ 00:13:21.059 Robert Tseng: this all in one place, then I can…
124 00:13:21.180 ⇒ 00:13:27.630 Robert Tseng: Be like, great, these two options are good, you can decide which ones you want to send, you can split test it if you want.
125 00:13:27.740 ⇒ 00:13:41.920 Robert Tseng: And then you set up the sequence, either through a reach or whatever, scheduling tool you guys are using, and you can do it… you can set up triggers based off of responses or whatnot. So, I don’t really…
126 00:13:42.030 ⇒ 00:13:51.429 Robert Tseng: care so much about the automation, because we’re just trying to get messages out, so as long as, like, the first message is drafted, like, I’m fine with those going out.
127 00:13:51.540 ⇒ 00:13:56.399 Robert Tseng: We can manually triage, the follow-ups. But, you know, once…
128 00:13:56.530 ⇒ 00:14:11.180 Robert Tseng: once there’s enough volume, like with this campaign, we probably hit about 150 people, so it just required a little bit more effort than just the first step, then… then we could kind of build off of that. So, that’s…
129 00:14:11.450 ⇒ 00:14:15.939 Robert Tseng: you know, that’s how I think about messaging playbooks.
130 00:14:16.890 ⇒ 00:14:21.550 Robert Tseng: Yeah, I think… I don’t… I don’t really think there’s another source, currently, that…
131 00:14:21.880 ⇒ 00:14:31.839 Robert Tseng: kind of combines all the different methods. I’d rather just show what I do, rather than trying to point you to things that are kind of not… not… no one’s using right now.
132 00:14:32.140 ⇒ 00:14:32.740 Rico Rejoso: Okay.
133 00:14:33.930 ⇒ 00:14:41.970 Luke Scorziell: And so, your expectation, then, with what Jed had done, wouldn’t have been just to have one email, but to have, like, the multiple…
134 00:14:42.690 ⇒ 00:14:47.050 Luke Scorziell: Different steps along the way, kind of mapped out so that you could… and then options to choose from.
135 00:14:47.400 ⇒ 00:14:57.150 Robert Tseng: Yeah, so I haven’t actually done this yet, but let’s say I’m doing… okay, I’m gonna duplicate this. I’ll actually… this is actually what I would be doing. I would do…
136 00:14:58.820 ⇒ 00:15:01.830 Robert Tseng: Let’s sticking back,
137 00:15:02.810 ⇒ 00:15:07.719 Robert Tseng: So, I’ll go off of… I’ll just use his copy, I’ll build off of that, it’s fine.
138 00:15:08.970 ⇒ 00:15:18.939 Robert Tseng: Yeah, so I’d probably make a couple edits to this directly. I’d throw this into GPT, give me… spit out 2 or 3 more, and I’d put it out there.
139 00:15:18.940 ⇒ 00:15:29.719 Robert Tseng: Then I think about, like, okay, what happens if they don’t respond? What’s the next message? I have some assumption that I’m gonna put into place, and yeah, it’s probably just a follow-up message.
140 00:15:30.050 ⇒ 00:15:40.660 Robert Tseng: Yeah, so I’d probably think through, like, the next step. I wouldn’t… wouldn’t do… I wouldn’t necessarily do, like, a seven-step thing like I did here, but, like, I’d probably do, like.
141 00:15:40.780 ⇒ 00:15:43.640 Robert Tseng: Two or three steps, just to think about.
142 00:15:43.830 ⇒ 00:16:00.610 Robert Tseng: like, what the possible responses are. If there’s a positive response, how should we respond? If we get ignored, is this how we respond? If they say no, I think that’s probably the easiest, just kind of a simple one-line message. And then I think, to me, that’s ready… that’s ready to go.
143 00:16:01.530 ⇒ 00:16:02.200 Luke Scorziell: Bye.
144 00:16:02.680 ⇒ 00:16:03.340 Robert Tseng: Yeah.
145 00:16:03.550 ⇒ 00:16:04.080 Luke Scorziell: Great.
146 00:16:04.320 ⇒ 00:16:09.059 Luke Scorziell: Rico, do you have any questions on that?
147 00:16:09.930 ⇒ 00:16:12.320 Rico Rejoso: I probably get, what Robert was saying.
148 00:16:12.670 ⇒ 00:16:16.070 Rico Rejoso: It’s just making sure that you have all the sequence figured out first.
149 00:16:16.280 ⇒ 00:16:17.650 Rico Rejoso: Before we start messaging up.
150 00:16:18.050 ⇒ 00:16:22.380 Rico Rejoso: can… Where does this playbook live? Sorry.
151 00:16:23.100 ⇒ 00:16:29.459 Robert Tseng: Yeah, I don’t really know if it lives anywhere, I just have these tabs bookmarked. So, I can…
152 00:16:37.490 ⇒ 00:16:43.629 Luke Scorziell: Oh, here, I can… I guess, just share it with Rico.
153 00:16:44.440 ⇒ 00:16:45.110 Rico Rejoso: Thank you.
154 00:16:46.130 ⇒ 00:16:46.700 Luke Scorziell: Yeah.
155 00:16:48.710 ⇒ 00:17:03.829 Robert Tseng: Yeah, I would say if you’re gonna create any new one, just create a new tab. I’ll… I mean, I’m gonna pretty much just archive all of those at some point. You’re welcome to just, like, duplicate rather than build from scratch, if you like this framework. Otherwise, you know, you’d be your own bank.
156 00:17:04.990 ⇒ 00:17:05.609 Luke Scorziell: calm.
157 00:17:06.170 ⇒ 00:17:06.849 Rico Rejoso: Gotcha.
158 00:17:07.970 ⇒ 00:17:08.579 Robert Tseng: You will.
159 00:17:13.280 ⇒ 00:17:19.130 Rico Rejoso: Okay, so I got that, the messaging part, the reporting, it’s what you mentioned on Slack, right, look?
160 00:17:20.530 ⇒ 00:17:22.269 Luke Scorziell: Yeah, I guess…
161 00:17:22.270 ⇒ 00:17:23.060 Rico Rejoso: That’s ridiculous.
162 00:17:24.750 ⇒ 00:17:29.530 Luke Scorziell: Those are the two, here, I’ll send this spreadsheet to you, too.
163 00:17:30.550 ⇒ 00:17:31.670 Rico Rejoso: For Slack.
164 00:17:32.880 ⇒ 00:17:36.530 Luke Scorziell: Oh, you already got into it, okay. Just on it just in case.
165 00:17:36.900 ⇒ 00:17:41.460 Luke Scorziell: So… Yeah, I mean, I think the reporting…
166 00:17:41.630 ⇒ 00:17:48.069 Luke Scorziell: I was thinking about that in the context of Jed, but also just in general, I think, like, it’s gonna be really helpful to have,
167 00:17:49.190 ⇒ 00:17:54.010 Luke Scorziell: Reporting, just to keep up with the different metrics that we’re… We have guidance.
168 00:17:55.240 ⇒ 00:17:58.579 Luke Scorziell: Corner, I do not have a process yet for…
169 00:17:59.200 ⇒ 00:18:09.879 Luke Scorziell: getting those. I guess, Robert, if you have anything, feel free to chime in, but I think a lot of that’s gonna be… I mean, if Ryan’s already doing stuff in HubSpot, I don’t know if it would make more sense then to have him
170 00:18:11.420 ⇒ 00:18:15.069 Luke Scorziell: Map out, like, the new leads that we’re getting each week.
171 00:18:15.850 ⇒ 00:18:18.630 Luke Scorziell: And the total active leads, and the total revenue?
172 00:18:19.060 ⇒ 00:18:23.370 Luke Scorziell: But otherwise, if you’re comfortable within HubSpot Rica, then that would be stuff that I would…
173 00:18:23.800 ⇒ 00:18:25.220 Luke Scorziell: Maybe love for you to do.
174 00:18:26.080 ⇒ 00:18:28.439 Robert Tseng: Yeah, I… I think,
175 00:18:29.470 ⇒ 00:18:48.540 Robert Tseng: I’m sure Ryan could pull it, but I do want Rico to get familiar with HubSpot, so that’s why I just wanted to do the reporting thing. Obviously, if he has any questions, Ryan can basically help him out. That way, like, the next person that has to take this on, like, Rico or Ryan would both be able to help him.
176 00:18:49.120 ⇒ 00:18:50.140 Luke Scorziell: Sweet, yeah.
177 00:18:50.400 ⇒ 00:19:05.649 Robert Tseng: Yeah, and this is really, remember, this is only once a week. This is once a week on Mondays before our call. So, rather than, like, what Ryan’s doing, he has to jump in multiple times a day throughout the week in order to, like, update stuff. So, this is hopefully just, like, you know, I would expect no more than, like.
178 00:19:06.090 ⇒ 00:19:10.679 Robert Tseng: 30 minutes, once a week for Rico to, like, kind of pull these numbers right now.
179 00:19:11.070 ⇒ 00:19:11.670 Rico Rejoso: Yeah, bye.
180 00:19:12.090 ⇒ 00:19:13.190 Rico Rejoso: Yeah, gotcha.
181 00:19:13.930 ⇒ 00:19:16.280 Luke Scorziell: And, yeah, I guess with everything that you’re doing right now.
182 00:19:16.870 ⇒ 00:19:19.060 Luke Scorziell: As we’re doing this and kind of refining
183 00:19:19.500 ⇒ 00:19:25.319 Luke Scorziell: Just making sure that we’re, like, documenting the process, So that we can…
184 00:19:26.500 ⇒ 00:19:30.210 Luke Scorziell: Again, like, standardize all the different, like, reporting,
185 00:19:30.640 ⇒ 00:19:35.709 Luke Scorziell: where you need to go for reporting, where you need to go in HubSpot, and all that stuff, so… so as we’re learning it together, then…
186 00:19:36.000 ⇒ 00:19:39.609 Luke Scorziell: I definitely want to make sure that that’s a priority also for you.
187 00:19:39.960 ⇒ 00:19:41.090 Luke Scorziell: Wow.
188 00:19:42.540 ⇒ 00:19:47.190 Luke Scorziell: So, okay, I think… then… Whoa.
189 00:19:48.130 ⇒ 00:19:50.040 Luke Scorziell: Back to the notes I have.
190 00:19:51.150 ⇒ 00:19:58.429 Luke Scorziell: Oh, I guess the other thing would be, like, ICP lists.
191 00:19:59.080 ⇒ 00:20:03.440 Luke Scorziell: And actually, like, the outreach that we’re doing and to who?
192 00:20:08.690 ⇒ 00:20:13.189 Luke Scorziell: Robert, is that something you and I would own together, or is that something you’d want.
193 00:20:14.130 ⇒ 00:20:15.900 Robert Tseng: Sorry, what was the question?
194 00:20:16.090 ⇒ 00:20:20.619 Luke Scorziell: Yeah, with the ICP lists and basically, like, the list of people that will be…
195 00:20:21.090 ⇒ 00:20:23.140 Luke Scorziell: Reaching out to? Is that,
196 00:20:23.560 ⇒ 00:20:26.089 Luke Scorziell: Like, where does that originate from?
197 00:20:26.680 ⇒ 00:20:43.630 Robert Tseng: Yeah, I guess originally Jed was supposed to build the scorecard and also create the ICP, like, kind of doc that I did, so I guess that’s no longer part of scope. Like, that’s something that I will own with Luke, I guess, so we can just remove that for the future version.
198 00:20:43.830 ⇒ 00:20:49.239 Luke Scorziell: Okay, so as far as… what about translating that into, like, leads lists and stuff like that? Is that something we can have?
199 00:20:49.240 ⇒ 00:20:55.349 Robert Tseng: Yeah, we could have Rico help with that. So, you know, once a lead is qualified, which is assuming, like.
200 00:20:55.790 ⇒ 00:21:11.199 Robert Tseng: that’s, like, after we’ve booked a call with them, then we need to score them. Like, we just have to make sure… like, I don’t… not every net new lead has to go through that scoring framework right away until we obviously qualify them and see if they actually meet the criteria.
201 00:21:12.810 ⇒ 00:21:26.089 Robert Tseng: But yeah, we kind of just need to build a net new process here, where he’s, using the scorecard that we just built to, like, you know, score for the leads that, are… that are… that are qualified.
202 00:21:26.550 ⇒ 00:21:27.580 Luke Scorziell: Yeah, okay.
203 00:21:31.920 ⇒ 00:21:34.990 Luke Scorziell: And then as far as, like, launching campaigns and who we want to…
204 00:21:35.490 ⇒ 00:21:38.680 Luke Scorziell: Who will have Rico reach out to you, that would be, again, us.
205 00:21:39.340 ⇒ 00:21:47.950 Robert Tseng: Yeah. Launching campaigns. So, for now, it’s just LinkedIn scheduling that’s all going to end up being through…
206 00:21:48.220 ⇒ 00:21:55.649 Robert Tseng: Like, anything automated, like, he reaches through Ryan, but Rico will help with, like.
207 00:21:55.740 ⇒ 00:21:58.720 Robert Tseng: Basically, middle of funnel nurturing, so…
208 00:21:58.780 ⇒ 00:22:17.410 Robert Tseng: he already does that. Rico is already involved in the post-sale. Like, once the deal closes, he does all the messaging to do contracts and stuff, which is why we thought Rico would be a good fit to pull in. He’s basically just coming into the lead journey before the sale, but not at the beginning, just, like, once…
209 00:22:17.650 ⇒ 00:22:22.349 Robert Tseng: you know, booking the call, and then nudging, and stuff like that. Like, he’ll be involved there.
210 00:22:23.440 ⇒ 00:22:25.289 Luke Scorziell: Okay, so top of funnel…
211 00:22:26.010 ⇒ 00:22:27.939 Robert Tseng: Top of funnel is still Ryan, yeah.
212 00:22:27.940 ⇒ 00:22:28.540 Luke Scorziell: Okay.
213 00:22:29.480 ⇒ 00:22:36.559 Luke Scorziell: Which, and maybe to clarify from my own understanding, are we doing, like, direct cold outreach to leads, or is it mainly just leads that are coming from content?
214 00:22:37.260 ⇒ 00:22:51.669 Robert Tseng: We, we, we are. We’re just not, like, not right now, but, yeah, I think the whole event-based thing that we showed you, everything that was on LinkedIn, we’re probably hitting about 50 to 100 a week before, so,
215 00:22:51.860 ⇒ 00:22:59.580 Robert Tseng: Yeah, I mean, I don’t expect to keep those numbers up all the time, but I expect there to be an outbound. It’s just not the main thing that we’re doing right now.
216 00:22:59.830 ⇒ 00:23:00.450 Luke Scorziell: Okay.
217 00:23:00.570 ⇒ 00:23:04.819 Luke Scorziell: So it’s okay if Rico’s not super focused on the outbound right now, then?
218 00:23:04.820 ⇒ 00:23:05.510 Robert Tseng: Yeah, yeah.
219 00:23:06.070 ⇒ 00:23:06.660 Luke Scorziell: Okay.
220 00:23:11.480 ⇒ 00:23:15.880 Luke Scorziell: Okay, so then, I guess to recap, sounds like, then, Rico, it’s,
221 00:23:18.910 ⇒ 00:23:20.200 Luke Scorziell: having you…
222 00:23:22.900 ⇒ 00:23:35.919 Luke Scorziell: own the middle funnel, and keeping that going with the messaging and the playbooks that, we just went over, and then we can kind of iron that into an SOP, that we can use, and then doing the reporting.
223 00:23:38.930 ⇒ 00:23:46.189 Luke Scorziell: We… what I sent in Slack is probably fine. I can go over and try to do a more detailed, like, what would be helpful for a report.
224 00:23:46.550 ⇒ 00:23:49.939 Luke Scorziell: And then… Yeah, I think those…
225 00:23:50.630 ⇒ 00:23:54.590 Luke Scorziell: are pretty much the two. So…
226 00:23:55.150 ⇒ 00:24:02.139 Luke Scorziell: we can kind of build off of that, and then, I’ll maybe work with you, and then I can work with Robert, too, but just to… to then…
227 00:24:02.300 ⇒ 00:24:05.689 Luke Scorziell: Clean up the sales coordinator onboarding doc,
228 00:24:05.990 ⇒ 00:24:07.719 Luke Scorziell: For the next person that we bring in.
229 00:24:09.330 ⇒ 00:24:13.150 Luke Scorziell: So…
230 00:24:14.300 ⇒ 00:24:19.760 Luke Scorziell: And Robert, do you have, like, a timeline that you’re thinking for bringing in another sales coordinator, or is that, like, pretty…
231 00:24:20.210 ⇒ 00:24:20.779 Luke Scorziell: Right now.
232 00:24:20.780 ⇒ 00:24:32.250 Robert Tseng: So, I looped you into the email with Growth Assistant, they’re the agency that staffed Jed. We’re basically having them find the replacement. So, I mean, they say they’ve already been actively searching, so…
233 00:24:32.360 ⇒ 00:24:36.569 Robert Tseng: I expect within the next 2 weeks, they should have another candidate for us to interview.
234 00:24:36.800 ⇒ 00:24:45.300 Robert Tseng: This time, I think I’ll probably have you interview them, now that you kind of know what the scope should have been, and
235 00:24:45.490 ⇒ 00:24:52.549 Robert Tseng: Yeah, I mean, I think it’ll give us a couple options, and we’ll try to basically get someone in
236 00:24:52.860 ⇒ 00:24:58.359 Robert Tseng: hopefully within… to start, like, within 4 weeks, but I would say 2 to 4 weeks out.
237 00:24:58.750 ⇒ 00:24:59.410 Luke Scorziell: Okay.
238 00:24:59.500 ⇒ 00:25:00.390 Robert Tseng: Yeah. Yeah.
239 00:25:00.910 ⇒ 00:25:04.330 Luke Scorziell: Yeah, and I guess my hope would be that there’s someone that can also come in and
240 00:25:05.650 ⇒ 00:25:08.220 Luke Scorziell: take some level of ownership, also. I mean, I guess…
241 00:25:08.220 ⇒ 00:25:13.960 Robert Tseng: Yeah, yeah, no, you should definitely be indexing for that. These guys are expensive, they’re, like.
242 00:25:14.360 ⇒ 00:25:23.899 Robert Tseng: Yeah, they put a… they put a big premium on, like, who they source, because whatever, like, you know, they’re supposed to be bringing in somebody who is, like, truly…
243 00:25:24.240 ⇒ 00:25:27.830 Robert Tseng: senior, but, like, I think… I don’t know, like…
244 00:25:27.960 ⇒ 00:25:34.960 Robert Tseng: I think Rifo and Ryan are great, and so it’s a hard, hard bar to meet, but I would not want anybody who’s
245 00:25:35.180 ⇒ 00:25:38.240 Robert Tseng: like, not as good as what we have on journal.
246 00:25:38.670 ⇒ 00:25:39.690 Luke Scorziell: Yeah, okay.
247 00:25:39.690 ⇒ 00:25:40.190 Robert Tseng: Yeah.
248 00:25:51.580 ⇒ 00:25:54.660 Luke Scorziell: Well, I guess we have a few minutes, so…
249 00:25:54.920 ⇒ 00:26:00.109 Luke Scorziell: you know, we can either hop off, or Rico if it’d be helpful to, like, even just map out some of that stuff right now.
250 00:26:00.270 ⇒ 00:26:01.990 Luke Scorziell: Together.
251 00:26:04.000 ⇒ 00:26:08.489 Rico Rejoso: Yeah, robert, I guess you have a question for the marketing team.
252 00:26:08.620 ⇒ 00:26:15.079 Rico Rejoso: I mean… They discuss about consolidating it with the sales.
253 00:26:15.370 ⇒ 00:26:18.409 Robert Tseng: Oh, the stand-up that you run? Yeah, I was gonna ask,
254 00:26:18.840 ⇒ 00:26:22.890 Robert Tseng: Do you feel like that’s necessary? Do you want to keep it separate, or do you want to just consolidate?
255 00:26:23.980 ⇒ 00:26:25.549 Rico Rejoso: I mean, Ben’s,
256 00:26:25.820 ⇒ 00:26:34.649 Rico Rejoso: most of… I mean, most of the marketing stuff are also sales-related, so if you guys plan to consolidate both sales and marketing, have it in just one go.
257 00:26:34.870 ⇒ 00:26:35.490 Rico Rejoso: In that effort.
258 00:26:35.490 ⇒ 00:26:36.350 Robert Tseng: So…
259 00:26:37.090 ⇒ 00:26:41.360 Rico Rejoso: Who do you plan to, you know, lead on for…
260 00:26:43.080 ⇒ 00:26:45.710 Robert Tseng: We in charge for the, marketing team.
261 00:26:45.900 ⇒ 00:26:52.610 Rico Rejoso: Should I still be, leading the marketing team, or do you want it, like, just to collapse into one team?
262 00:26:53.390 ⇒ 00:26:58.020 Robert Tseng: Yeah, I only sat in… okay, oh, here we go. So, you’ve been running out of this, right?
263 00:26:58.440 ⇒ 00:27:04.619 Rico Rejoso: Yeah, we haven’t really checked it for this year yet, because we haven’t confirmed if we’re gonna consolidate or not.
264 00:27:05.920 ⇒ 00:27:08.029 Robert Tseng: Yeah,
265 00:27:13.280 ⇒ 00:27:15.339 Robert Tseng: I think we should consolidate them.
266 00:27:15.620 ⇒ 00:27:23.890 Robert Tseng: But… Let me see… So this is… it has Ann, it has… I guess…
267 00:27:25.380 ⇒ 00:27:29.160 Robert Tseng: Yeah, I don’t know, maybe we just gotta have some fan app here.
268 00:27:29.490 ⇒ 00:27:36.650 Robert Tseng: Yeah, maybe we’ll cancel it for now. If you can just, like… Clean it up.
269 00:27:36.770 ⇒ 00:27:38.950 Robert Tseng: First.
270 00:27:38.950 ⇒ 00:27:44.569 Rico Rejoso: The plan was to just move the tickets from marketing, those that are important, to sales, and afterwards… Okay.
271 00:27:44.830 ⇒ 00:27:48.069 Rico Rejoso: You can just, delete the marketing team.
272 00:27:50.630 ⇒ 00:27:57.449 Luke Scorziell: This is, like, Hannah, you said Anne, and… is there anyone else in this marketing channel?
273 00:27:57.640 ⇒ 00:28:00.040 Rico Rejoso: We have a new one, Joseph. Joe?
274 00:28:00.040 ⇒ 00:28:01.140 Robert Tseng: Oh, Jesus.
275 00:28:01.140 ⇒ 00:28:01.940 Luke Scorziell: Oh, Joe.
276 00:28:02.290 ⇒ 00:28:06.699 Luke Scorziell: And, I mean, marketing is gonna encompass… I mean, this looks like a lot of design.
277 00:28:07.130 ⇒ 00:28:07.830 Luke Scorziell: Yeah.
278 00:28:07.830 ⇒ 00:28:13.579 Robert Tseng: Yeah, marketing for us is pretty much, at this point, just design. It’s like marketing plus design, so…
279 00:28:14.650 ⇒ 00:28:20.739 Luke Scorziell: I think… like… My thought would maybe be keep… to keep those…
280 00:28:21.850 ⇒ 00:28:26.680 Luke Scorziell: Well, I don’t… I mean, you guys have more context than I do on how it’s worked in the past, but…
281 00:28:27.310 ⇒ 00:28:31.460 Luke Scorziell: I think design… And the brand stuff feels like a different…
282 00:28:32.760 ⇒ 00:28:33.310 Robert Tseng: Yeah.
283 00:28:33.310 ⇒ 00:28:33.790 Luke Scorziell: vertical.
284 00:28:33.790 ⇒ 00:28:35.660 Robert Tseng: Yeah, I mean, I guess…
285 00:28:36.070 ⇒ 00:28:38.140 Luke Scorziell: pause it for now. I don’t know, I don’t have the…
286 00:28:38.140 ⇒ 00:28:38.850 Robert Tseng: So…
287 00:28:53.450 ⇒ 00:28:57.200 Robert Tseng: Yeah, Rico runs these… or am I… am I… are you guys able to see my calendar?
288 00:28:57.240 ⇒ 00:28:58.310 Luke Scorziell: Yeah. Yep.
289 00:28:58.310 ⇒ 00:29:06.929 Robert Tseng: Okay, yeah. So Ricoh runs these right now. It’s really just Anna and Ryan Rico that joined these. I think Anna is typically off at that hour, so…
290 00:29:06.930 ⇒ 00:29:07.510 Rico Rejoso: Yeah.
291 00:29:07.890 ⇒ 00:29:10.209 Robert Tseng: I mean, like.
292 00:29:11.960 ⇒ 00:29:20.540 Robert Tseng: I guess I wasn’t going to have Luke run these yet, like, I didn’t want to overwhelm you with too much. If you feel like you want to run these, like, because…
293 00:29:20.790 ⇒ 00:29:34.960 Robert Tseng: some of the stuff that you’re waiting on on the sales side is gonna come from design, like, and we should get Joe looped into this as well. I’m okay with just doing them back-to-back, but I probably wouldn’t… I probably wouldn’t join these, most days. Like, I can be optional.
294 00:29:35.770 ⇒ 00:29:40.159 Luke Scorziell: Okay, yeah, I mean, I think, I don’t know if you saw some of the messages with the stuff with Zorin, but, like.
295 00:29:40.830 ⇒ 00:29:47.960 Luke Scorziell: I think it would be helpful to be able to talk with…
296 00:29:48.260 ⇒ 00:29:52.520 Luke Scorziell: especially Hannah, and then I don’t know if Ann joins those, but
297 00:29:53.630 ⇒ 00:29:58.669 Luke Scorziell: Like, especially the big priority that we have right now is building out, like, one-pagers and service decks.
298 00:29:58.820 ⇒ 00:29:59.780 Rico Rejoso: Okay.
299 00:30:00.020 ⇒ 00:30:01.569 Luke Scorziell: I think that would be helpful.
300 00:30:02.560 ⇒ 00:30:10.980 Robert Tseng: Yeah, then why don’t we just keep these? Maybe we just call it marketing stand-up. I mean, you can do 15 or 30 minutes, up to you. You can…
301 00:30:11.680 ⇒ 00:30:19.899 Robert Tseng: put me as option… actually, don’t even put me as optional, just leave it off… leave me off of it. Yeah, Rico, Hannah…
302 00:30:20.920 ⇒ 00:30:21.760 Robert Tseng: And…
303 00:30:21.870 ⇒ 00:30:23.779 Rico Rejoso: Transfer it to you, Luke, if you want.
304 00:30:23.780 ⇒ 00:30:31.250 Robert Tseng: Yeah, transfer it to Luke. Yeah, that’d be perfect if you can. Yeah, and therefore, then, Rico, you don’t have to run these. We’ll just, Luke will run these.
305 00:30:31.930 ⇒ 00:30:32.890 Rico Rejoso: Okay, gotcha.
306 00:30:33.080 ⇒ 00:30:33.770 Robert Tseng: Yeah.
307 00:30:34.250 ⇒ 00:30:35.959 Rico Rejoso: I just sent it to you. I’ll look.
308 00:30:36.470 ⇒ 00:30:42.230 Luke Scorziell: Sweet, and can you also add on, Joseph and…
309 00:30:42.590 ⇒ 00:30:47.379 Luke Scorziell: Do we… well, how does Anne work? Does she kind of just freelance whenever we need her, or…
310 00:30:47.380 ⇒ 00:30:56.629 Robert Tseng: Yeah, she’s… probably has the most inconsistent hours, yeah, it’s been hard to kind of book her on a call, so…
311 00:30:57.100 ⇒ 00:31:07.819 Rico Rejoso: Yeah, what happened is that, usually I discuss a few tasks for and to work on with, and Hannah just leave a message for her to take it on, on her hours.
312 00:31:08.240 ⇒ 00:31:16.950 Robert Tseng: Yeah, she’s pretty good about async communication, though, so it’s basically anything that’s urgent that Anna can’t get done in her hours, it just ends up going over to Anna.
313 00:31:17.680 ⇒ 00:31:24.710 Luke Scorziell: Okay, yeah, that’s… that’s totally fine. I think, and Rika, do we have… like…
314 00:31:25.210 ⇒ 00:31:29.520 Luke Scorziell: Maybe you and I can chat about, like, design handoffs and how that typically has worked?
315 00:31:30.120 ⇒ 00:31:30.680 Rico Rejoso: Sure.
316 00:31:31.690 ⇒ 00:31:37.419 Robert Tseng: Okay. Yeah, but you guys end up… you guys should just probably groom the marketing linear.
317 00:31:37.530 ⇒ 00:31:45.789 Robert Tseng: I guess you’ll have to pick up Linear faster, Luke, and you’ll be running this on the marketing side, basically how I’ve been running it on the sales side.
318 00:31:46.240 ⇒ 00:31:47.340 Luke Scorziell: Okay.
319 00:31:47.340 ⇒ 00:31:47.870 Robert Tseng: Yeah.
320 00:31:50.690 ⇒ 00:31:51.910 Luke Scorziell: Sweet.
321 00:31:53.320 ⇒ 00:31:59.580 Robert Tseng: Yeah, Luke should, I mean, sorry, Rico should be able to help you set up anything immediately. He probably knows it better than you do.
322 00:32:00.050 ⇒ 00:32:00.830 Luke Scorziell: Okay, yeah.
323 00:32:00.830 ⇒ 00:32:07.239 Robert Tseng: Like, if you need more projects, you need filters, like, setting current cycles, stuff like that, like, you should know how to work all of that.
324 00:32:08.610 ⇒ 00:32:14.340 Luke Scorziell: Cool, okay. So, yeah, I guess, Robert, for me right now, I’ve got the…
325 00:32:14.880 ⇒ 00:32:17.359 Luke Scorziell: this handoff, which I guess we just finished.
326 00:32:17.790 ⇒ 00:32:21.400 Luke Scorziell: like, wanting to focus on content with Ryan, I think…
327 00:32:21.570 ⇒ 00:32:24.620 Luke Scorziell: I kind of just sent him Utam’s ideas, and…
328 00:32:24.920 ⇒ 00:32:28.159 Luke Scorziell: Asked if you could run with it and make some posts, so hopefully we’ll have…
329 00:32:28.460 ⇒ 00:32:30.019 Robert Tseng: Yeah, he’ll come back with drafts, yeah.
330 00:32:30.020 ⇒ 00:32:35.340 Luke Scorziell: Okay, cool. I haven’t had the time to, like, sit and… but maybe, I don’t… I don’t know, maybe I’m over…
331 00:32:35.980 ⇒ 00:32:43.619 Luke Scorziell: estimating what I need to do for the content versus maybe Ryan can just kind of pull stuff on his own.
332 00:32:44.370 ⇒ 00:32:52.949 Robert Tseng: Yeah, I mean, he’ll run with anything. I mean, you have to review it, obviously, because you can see, like, I don’t know, even, like, the most recent thing he sent was, like.
333 00:32:56.080 ⇒ 00:33:02.400 Robert Tseng: I think Ryan sometimes moves too quickly, and, like, I don’t know, like, the stuff… I saw something come up.
334 00:33:02.920 ⇒ 00:33:05.690 Robert Tseng: Like, I don’t think that Utam would…
335 00:33:05.800 ⇒ 00:33:13.420 Robert Tseng: prove this, like, I mean, you know, so you see this compared to, like, the message that I wrote out for myself, like, I don’t know if you saw my post, but, like.
336 00:33:15.130 ⇒ 00:33:22.809 Robert Tseng: you know, I… I don’t really try to micromanage Utam’s posts. If he’s okay with it, he’ll just… he’ll give him the thumbs up, but…
337 00:33:22.940 ⇒ 00:33:30.160 Robert Tseng: typically, it’s just, like, some idea, Utam will say a couple of things, and then Ryan will literally just take that and spit something out, so…
338 00:33:30.360 ⇒ 00:33:36.579 Robert Tseng: I think you kinda need to set the guardrails, like, otherwise this is… this is the quality that you’re gonna get. Yep.
339 00:33:37.070 ⇒ 00:33:39.960 Luke Scorziell: Yeah, I think that, that and the one,
340 00:33:41.560 ⇒ 00:33:49.049 Luke Scorziell: Yesterday, I was kind of, not super… Impressed by.
341 00:33:49.170 ⇒ 00:33:50.250 Luke Scorziell: Yeah.
342 00:33:52.610 ⇒ 00:33:55.439 Luke Scorziell: So, okay, all…
343 00:33:55.650 ⇒ 00:33:59.529 Luke Scorziell: I’ll work… like, that’s something that’s just gonna require me to be able to, like, sit down and…
344 00:33:59.770 ⇒ 00:34:05.069 Luke Scorziell: like, just for an hour or two, like, think, and kind of map stuff out.
345 00:34:05.070 ⇒ 00:34:05.660 Robert Tseng: Yeah.
346 00:34:05.660 ⇒ 00:34:06.690 Luke Scorziell: And then…
347 00:34:07.000 ⇒ 00:34:13.009 Luke Scorziell: So there’s that, and then this… the, Edge Offering Service Deck, which I’m planning to meet again with Zorin.
348 00:34:13.199 ⇒ 00:34:17.550 Luke Scorziell: I believe after… This meeting…
349 00:34:18.370 ⇒ 00:34:22.679 Luke Scorziell: And then that, I guess to confirm, is just the… Like, I’m…
350 00:34:22.790 ⇒ 00:34:30.979 Luke Scorziell: kind of worked already on some of the copy for the one-pager service deck, and then I can just work with him to come up with a presentation deck that he uses with the
351 00:34:31.550 ⇒ 00:34:39.159 Luke Scorziell: the client, is that something? I know we have, like, a template deck, like, we would just, like, copy and paste that,
352 00:34:39.860 ⇒ 00:34:42.419 Luke Scorziell: slide deck from Google.
353 00:34:43.170 ⇒ 00:34:45.809 Luke Scorziell: Into a new one, or how… like…
354 00:34:45.810 ⇒ 00:34:54.080 Robert Tseng: Yeah, I would, so… I mean, we have a lot of… Folders here, but, like.
355 00:34:54.760 ⇒ 00:34:59.940 Robert Tseng: We have something that’s called, like, Sales Assets. There’s a template deck already.
356 00:35:00.310 ⇒ 00:35:04.450 Robert Tseng: This is for the delivery team. You can just kind of rip this and get the same thing.
357 00:35:04.690 ⇒ 00:35:09.880 Robert Tseng: Or, like, gonna start from the same art, and then…
358 00:35:10.020 ⇒ 00:35:18.790 Robert Tseng: I would… this is probably in sample… either sample data deliverables or sample SLW, like, I think if you just kinda…
359 00:35:18.950 ⇒ 00:35:21.440 Robert Tseng: use your judgment, probably, SOWs.
360 00:35:21.640 ⇒ 00:35:22.670 Robert Tseng: We…
361 00:35:24.200 ⇒ 00:35:24.940 Luke Scorziell: Okay.
362 00:35:25.170 ⇒ 00:35:25.680 Luke Scorziell: And where?
363 00:35:25.680 ⇒ 00:35:26.819 Robert Tseng: Yeah, so I would…
364 00:35:26.820 ⇒ 00:35:27.340 Luke Scorziell: That works.
365 00:35:27.340 ⇒ 00:35:30.429 Robert Tseng: It’s called Bright Forge Sales Assets.
366 00:35:35.270 ⇒ 00:35:35.920 Luke Scorziell: Great.
367 00:35:39.930 ⇒ 00:35:40.600 Robert Tseng: Nope.
368 00:35:45.810 ⇒ 00:35:48.469 Luke Scorziell: Cool, and then…
369 00:35:50.870 ⇒ 00:35:56.670 Luke Scorziell: On the services deck, like, he kind of had mapped out maybe, like, 6 or 7 different services that we could
370 00:35:57.630 ⇒ 00:36:01.569 Luke Scorziell: Sal, are we… I mean, can we just position it as, like, 3, or what…
371 00:36:02.150 ⇒ 00:36:05.039 Luke Scorziell: What is your gut instinct there with how clients respond?
372 00:36:05.590 ⇒ 00:36:06.729 Robert Tseng: on Zorans.
373 00:36:06.930 ⇒ 00:36:12.320 Luke Scorziell: Yeah, because there’s, like, Different levels of… the…
374 00:36:12.810 ⇒ 00:36:18.100 Luke Scorziell: Like, the level 1, level 2, level 3, and then there’s, like, adding compliance control, and…
375 00:36:18.400 ⇒ 00:36:19.639 Robert Tseng: Yeah, let’s just do a 3.
376 00:36:20.040 ⇒ 00:36:25.040 Robert Tseng: Yeah, it’s just, like, one slide for each, or, like, Yeah, so…
377 00:36:25.470 ⇒ 00:36:28.619 Robert Tseng: I think there should be enough, and you can always look at…
378 00:36:28.980 ⇒ 00:36:37.910 Robert Tseng: platform to look at, like, our debts, but, like, Hannah’s been the one that I’ve designed OCDs before.
379 00:36:39.220 ⇒ 00:36:43.629 Robert Tseng: I don’t know how much this is up to date, this looks a little bit stale, but,
380 00:36:52.310 ⇒ 00:37:01.189 Robert Tseng: Yeah, like, I wouldn’t go crazy, like, we don’t need, like, a 20 slide deck. I think this should just be a 3 to 5… yeah, 3 to 5 slides.
381 00:37:03.510 ⇒ 00:37:07.649 Luke Scorziell: Yeah, I think, like, an explanation of what is the… what is the problem that we’re solving.
382 00:37:07.800 ⇒ 00:37:09.749 Luke Scorziell: And the solution that we offer.
383 00:37:09.860 ⇒ 00:37:12.329 Luke Scorziell: the story of doing this for Eden.
384 00:37:13.230 ⇒ 00:37:17.930 Robert Tseng: Yeah, like, this is how we’ve typically presented, like, a case study, that’s…
385 00:37:18.060 ⇒ 00:37:22.029 Robert Tseng: So, we could do one that’s specific to Eden, I mean…
386 00:37:22.180 ⇒ 00:37:28.930 Robert Tseng: We have one already, but we do a lot… so much work for our clients, like, we could just… you could just rip this and do a few more of these.
387 00:37:29.770 ⇒ 00:37:31.100 Luke Scorziell: Yeah, okay.
388 00:37:31.440 ⇒ 00:37:33.579 Luke Scorziell: And then…
389 00:37:33.940 ⇒ 00:37:40.689 Luke Scorziell: what would… just, like, probably services, and then services, team, and then, do you ever do pricing on the decks, or no?
390 00:37:41.430 ⇒ 00:37:42.989 Robert Tseng: No, no pricing on decks.
391 00:37:44.000 ⇒ 00:37:44.630 Luke Scorziell: Okay.
392 00:37:45.190 ⇒ 00:37:49.389 Luke Scorziell: But it would be, like, next steps.
393 00:37:49.760 ⇒ 00:37:51.309 Luke Scorziell: Okay,
394 00:37:54.300 ⇒ 00:38:03.179 Luke Scorziell: That sounds… and then was the other, like, a service description? Like, the cleaning up the Google Doc that we have into a page that’s less jargony?
395 00:38:03.550 ⇒ 00:38:04.120 Luke Scorziell: Or do we.
396 00:38:04.120 ⇒ 00:38:04.890 Robert Tseng: Yeah.
397 00:38:05.010 ⇒ 00:38:08.949 Robert Tseng: I think that’s just, like, the one-pager, so… I mean…
398 00:38:10.280 ⇒ 00:38:14.159 Robert Tseng: I have multiple examples of this already.
399 00:38:15.220 ⇒ 00:38:16.309 Luke Scorziell: Oh, that’s perfect.
400 00:38:16.880 ⇒ 00:38:25.499 Robert Tseng: I mean, these are, like, full-on scope of works that people will sign, so, like, it’s probably is probably overkill, but…
401 00:38:25.660 ⇒ 00:38:28.189 Robert Tseng: You could use this as a reference.
402 00:38:32.810 ⇒ 00:38:33.370 Luke Scorziell: Right.
403 00:38:42.450 ⇒ 00:38:44.339 Luke Scorziell: Do you want something that people can sign?
404 00:38:44.790 ⇒ 00:38:45.950 Luke Scorziell: Like, ready to go.
405 00:38:45.950 ⇒ 00:38:49.679 Robert Tseng: No, I just… I just think this should be a one-pager.
406 00:38:49.990 ⇒ 00:38:54.369 Robert Tseng: Yeah, I mean, the idea is, like, it’s got enough substance on it that
407 00:38:54.520 ⇒ 00:39:06.660 Robert Tseng: we’ll book the call, and then I can actually build this out. But, like, they’re not gonna need all four work streams. This is, like, unique to this client. They have specific risks and things that we need to deal with.
408 00:39:06.830 ⇒ 00:39:13.370 Robert Tseng: And I don’t want to put pricing in front of them in a 1K room, until it ends up making it onto the
409 00:39:13.480 ⇒ 00:39:18.089 Robert Tseng: The cleaner version, which is what design will probably need a couple days to turn around on.
410 00:39:18.830 ⇒ 00:39:20.629 Luke Scorziell: Cool. And with.
411 00:39:21.840 ⇒ 00:39:26.760 Robert Tseng: So I would… this is, like, kind of just where, like, you can experiment on copy,
412 00:39:27.540 ⇒ 00:39:40.690 Robert Tseng: not experiment, but, like, you know, you’re basically trying to take his jargon and turn it into something readable, like, legible, and then, like, this ends up becoming the copy that design uses to put into their final one.
413 00:39:41.490 ⇒ 00:39:42.200 Luke Scorziell: Okay.
414 00:39:49.340 ⇒ 00:39:50.660 Luke Scorziell: Oh,
415 00:39:58.000 ⇒ 00:40:01.399 Luke Scorziell: Oh, with the, like, specific to the edge activation.
416 00:40:01.740 ⇒ 00:40:06.820 Luke Scorziell: like, the… obviously the main issue I would imagine that people would have would be, like.
417 00:40:09.380 ⇒ 00:40:15.990 Luke Scorziell: Just the privacy and accept, like, that people haven’t accepted terms prior to then
418 00:40:16.460 ⇒ 00:40:21.659 Luke Scorziell: being tracked? Is there a way that you’re thinking of positioning that, or how does that, like, the legal side of that work?
419 00:40:22.330 ⇒ 00:40:24.510 Robert Tseng: Yeah, I mean, I think,
420 00:40:26.600 ⇒ 00:40:33.250 Robert Tseng: that’s… I mean, I think that’s for us to kind of address as an objection. I wouldn’t kind of feature that. I mean.
421 00:40:33.450 ⇒ 00:40:35.650 Robert Tseng: The way we do it for our clients right now is, like.
422 00:40:35.810 ⇒ 00:40:49.819 Robert Tseng: Well, first consent forms don’t matter, on most websites, unless, like, they… if you’re U.S.-based, but for healthcare clients, it does matter, so we end up excluding that traffic. It doesn’t… we don’t store it.
423 00:40:51.440 ⇒ 00:41:03.790 Robert Tseng: So, I mean, there’s just… there’s just ways for us to do, exclusions. I mean, yeah, anything that we can get, yeah, you know, you’re just… you’re just putting a form on… in the… on the site to…
424 00:41:04.830 ⇒ 00:41:18.229 Robert Tseng: signal… if a user by default does not say no, it’s a default yes. That’s kind of just how privacy works in America right now. Not in Europe, but, like, in America. If you don’t explicitly say, don’t track me, you will get trapped.
425 00:41:18.530 ⇒ 00:41:20.039 Luke Scorziell: Okay. Yeah.
426 00:41:24.700 ⇒ 00:41:32.480 Luke Scorziell: And then the… I guess, because the other side of that is that it’s… if people are using blockers, then that doesn’t necessarily mean that they’re saying not… or, like, that’s not a legal…
427 00:41:32.870 ⇒ 00:41:39.249 Robert Tseng: Oh, yeah, no, like, the strong solution, like, is a Forbes blocker. Like, we can… we get around blockers.
428 00:41:39.920 ⇒ 00:41:40.479 Luke Scorziell: Yeah, okay.
429 00:41:40.480 ⇒ 00:41:48.540 Robert Tseng: That’s why it’s, like, so good, because, like, we can track 95% of traffic, as opposed to industry standard, which is, like, 60-70%.
430 00:41:49.290 ⇒ 00:41:50.000 Luke Scorziell: Yeah.
431 00:41:50.000 ⇒ 00:41:50.760 Robert Tseng: Okay. Yep.
432 00:41:52.070 ⇒ 00:41:57.010 Luke Scorziell: Cool, okay, I think that sounds good. I’ll work on that with him, and then,
433 00:41:59.150 ⇒ 00:42:03.229 Luke Scorziell: Yeah, try to get something up today, at least the one feature, so…
434 00:42:03.230 ⇒ 00:42:03.790 Robert Tseng: Alright.
435 00:42:04.120 ⇒ 00:42:04.990 Robert Tseng: Thanks, guys.
436 00:42:05.160 ⇒ 00:42:08.440 Luke Scorziell: Sweet. Alright. Rico, let me know if you have any questions.
437 00:42:10.060 ⇒ 00:42:10.620 Rico Rejoso: Okay.
438 00:42:11.140 ⇒ 00:42:11.800 Luke Scorziell: Alright.
439 00:42:12.420 ⇒ 00:42:14.120 Luke Scorziell: Talk to the same. Bye.
440 00:42:14.280 ⇒ 00:42:15.410 Rico Rejoso: Alright, thanks guys.