Meeting Title: Weekly Reporting and Documentation Check-in Date: 2026-01-09 Meeting participants: Rico Rejoso, Luke Scorziell, Luke’s Notetaker
WEBVTT
1 00:00:08.700 ⇒ 00:00:09.999 Rico Rejoso: I’m sure you didn’t see it, so…
2 00:00:24.010 ⇒ 00:00:24.840 Rico Rejoso: I won’t get.
3 00:01:02.960 ⇒ 00:01:03.780 Rico Rejoso: They look…
4 00:01:04.560 ⇒ 00:01:06.709 Luke Scorziell: Hey, Rico, how’s it going?
5 00:01:06.990 ⇒ 00:01:11.359 Rico Rejoso: Good. Thank you so much for, for giving me the time.
6 00:01:11.360 ⇒ 00:01:14.619 Luke Scorziell: Yeah, no worries, I gotta figure this out too, so…
7 00:01:14.680 ⇒ 00:01:17.640 Rico Rejoso: Yeah. To share my screen.
8 00:01:19.030 ⇒ 00:01:19.850 Luke Scorziell: That’s… yeah.
9 00:01:20.370 ⇒ 00:01:24.330 Rico Rejoso: I’m just wondering where to go to the reports that you asked me, last week.
10 00:01:24.330 ⇒ 00:01:27.180 Luke Scorziell: I was just like… Yeah.
11 00:01:27.330 ⇒ 00:01:32.570 Luke Scorziell: So, meetings?
12 00:01:33.000 ⇒ 00:01:34.499 Rico Rejoso: Oh, sorry, go for it.
13 00:01:34.900 ⇒ 00:01:39.690 Rico Rejoso: Yeah, you mentioned I need to get the revenue close each week, new leads.
14 00:01:39.970 ⇒ 00:01:44.960 Rico Rejoso: For the past 7 days, so am we still doing that, or are we gonna stick with what Robert was saying?
15 00:01:44.960 ⇒ 00:01:50.219 Luke Scorziell: I think just… let’s just stick with this, for now, and then if we need to do more reporting, we can.
16 00:01:50.620 ⇒ 00:01:57.340 Luke Scorziell: So you can kind of… we can pause on what I had sent earlier, this week.
17 00:01:57.980 ⇒ 00:02:01.809 Luke Scorziell: Although, those are still important numbers to me. I just,
18 00:02:02.360 ⇒ 00:02:05.640 Luke Scorziell: Would rather you stay focused on this for now.
19 00:02:06.250 ⇒ 00:02:08.880 Luke Scorziell: And I think some of it’s overlapping, so…
20 00:02:09.880 ⇒ 00:02:18.469 Rico Rejoso: Okay. Yeah, I think some of those, that you requested are, I mean, will fall under Ryan’s task to update by Monday for the sheet, right?
21 00:02:18.960 ⇒ 00:02:20.220 Luke Scorziell: Yeah.
22 00:02:20.220 ⇒ 00:02:20.820 Rico Rejoso: Okay.
23 00:02:21.080 ⇒ 00:02:33.839 Rico Rejoso: I can get this, I just… I mean, for the… for most of it, I know where to get it, I’m just, you know, curious about this one, like, the new accounts added. Are we pertaining for any deals that are new, or newly added on HubSpot?
24 00:02:35.870 ⇒ 00:02:40.380 Luke Scorziell: I think this is new, like, deals closed.
25 00:02:41.020 ⇒ 00:02:41.820 Rico Rejoso: Oh.
26 00:02:42.310 ⇒ 00:02:42.790 Rico Rejoso: Excellent.
27 00:02:42.790 ⇒ 00:02:48.519 Luke Scorziell: I believe this is, like, new accounts added, as in, like, new people that we have, closed into deals.
28 00:02:49.770 ⇒ 00:02:50.330 Luke Scorziell: Bye-bye.
29 00:02:50.330 ⇒ 00:02:53.600 Rico Rejoso: Okay, so these are, like, clients onboarded, right?
30 00:02:54.430 ⇒ 00:02:56.190 Luke Scorziell: Yeah, yeah, yeah.
31 00:02:58.610 ⇒ 00:02:59.310 Luke Scorziell: Wow.
32 00:03:01.160 ⇒ 00:03:12.550 Rico Rejoso: And the meeting’s book, do we just have to reference it to Robert and Utham’s calendar, and just search for it manually? I don’t think we have it looking for it, or…
33 00:03:12.850 ⇒ 00:03:17.839 Luke Scorziell: Yeah, that’s what it seemed like. So, I think for now, it sounded like you just said.
34 00:03:17.950 ⇒ 00:03:21.310 Luke Scorziell: Go on his calendar, look for any external meetings, and count those up.
35 00:03:24.870 ⇒ 00:03:25.280 Rico Rejoso: Okay.
36 00:03:25.280 ⇒ 00:03:28.880 Luke Scorziell: So, yeah… .
37 00:03:30.250 ⇒ 00:03:30.970 Rico Rejoso: So…
38 00:03:32.050 ⇒ 00:03:48.789 Rico Rejoso: Okay, for most of it, I don’t… I think I know… okay, I think I just would think about what I need to post by Monday. Okay, but most of it, I know where to get those forward, those data from. Okay, do I need to post it on Snap, or are we just gonna wait for the stand-up and just record it by then?
39 00:03:50.230 ⇒ 00:03:55.480 Luke Scorziell: I think it’s okay, well, I mean…
40 00:03:56.340 ⇒ 00:04:02.759 Luke Scorziell: I… you know, if you’re okay with posting it on Slack, I think that would be good, because then it can kind of keep,
41 00:04:03.230 ⇒ 00:04:09.560 Luke Scorziell: Everyone else, like, motivated and make sure that everyone’s kind of getting the numbers out there.
42 00:04:09.800 ⇒ 00:04:15.630 Luke Scorziell: So, why don’t we try that just for this week, and then if, you know, if it works…
43 00:04:16.010 ⇒ 00:04:20.280 Luke Scorziell: Great, then we can… Keep going, and if not,
44 00:04:20.670 ⇒ 00:04:25.399 Luke Scorziell: Yeah, you can just put, like, an update of just… just updated my numbers, you know, here.
45 00:04:26.020 ⇒ 00:04:29.289 Luke Scorziell: And here they are, unselect, you know, just for visibility.
46 00:04:29.880 ⇒ 00:04:36.099 Rico Rejoso: Gotcha. Yes, one thing also, I’m creating documentation for any new tasks that you guys will be assigning it to.
47 00:04:36.100 ⇒ 00:04:36.620 Luke Scorziell: Yes.
48 00:04:36.620 ⇒ 00:04:40.529 Rico Rejoso: So probably we’ll be documenting this one and be creating an SOP or a how-to guides.
49 00:04:41.400 ⇒ 00:04:41.900 Rico Rejoso: the next…
50 00:04:41.900 ⇒ 00:04:43.710 Luke Scorziell: That would be… that’s great, yeah.
51 00:04:45.880 ⇒ 00:04:53.010 Luke Scorziell: So, yeah, because, honestly, yeah, I would probably need to ask you some of this stuff, too, because I’m still figuring out.
52 00:04:53.860 ⇒ 00:04:57.900 Luke Scorziell: Yeah. I mean, I kind of assume I couldn’t navigate through HubSpot and whatnot, but .
53 00:05:00.290 ⇒ 00:05:05.220 Rico Rejoso: I think the problem will be here, if we’re gonna hand this off to a new sales coordinator, would be,
54 00:05:06.460 ⇒ 00:05:09.209 Rico Rejoso: the access for this, because most of this I, like.
55 00:05:09.510 ⇒ 00:05:12.109 Rico Rejoso: Access that only the operations team has.
56 00:05:13.150 ⇒ 00:05:14.110 Luke Scorziell: Oh, really?
57 00:05:14.470 ⇒ 00:05:22.570 Rico Rejoso: Yeah. For the proposal, it’s just mainly them asking me to create a contract, so once I drafted one, I would count it as a proposal, so…
58 00:05:22.900 ⇒ 00:05:25.439 Rico Rejoso: I mean, yeah, proposed his son.
59 00:05:25.460 ⇒ 00:05:27.430 Luke Scorziell: there, too, and we’ll do some rappers.
60 00:05:27.430 ⇒ 00:05:30.550 Rico Rejoso: Not sure how the next coordinator will be recording those.
61 00:05:30.730 ⇒ 00:05:31.650 Rico Rejoso: And that’s the…
62 00:05:31.650 ⇒ 00:05:32.839 Luke Scorziell: Here’s another question.
63 00:05:33.100 ⇒ 00:05:37.680 Rico Rejoso: Is there a way that they can get access to that, or is this somehow only the operations team?
64 00:05:38.060 ⇒ 00:05:49.480 Rico Rejoso: If we’re gonna create a process around it, we are… I mean, for the past few months, we’ve been also asking the previous coordinator to, like, create a process on how they’re gonna get involved in drafting those contracts.
65 00:05:49.480 ⇒ 00:05:50.309 Luke Scorziell: my other application.
66 00:05:51.340 ⇒ 00:06:01.999 Rico Rejoso: We haven’t gone through it, but since I’m basically doing it right now, I could probably think of a way that we can incorporate them on this process. Let me create one, I guess.
67 00:06:02.280 ⇒ 00:06:07.059 Luke Scorziell: Okay, yeah, I mean, that’d be good, and then maybe we can kind of check in about it next week.
68 00:06:07.450 ⇒ 00:06:09.690 Luke Scorziell: Just see how it’s going.
69 00:06:10.470 ⇒ 00:06:14.620 Rico Rejoso: Okay, yeah, I think I have everything covered.
70 00:06:14.870 ⇒ 00:06:17.999 Rico Rejoso: I don’t have any questions right now, sorry for the time and for anything.
71 00:06:18.000 ⇒ 00:06:24.130 Luke Scorziell: No, no, no, no worries, don’t apologize. So…
72 00:06:24.310 ⇒ 00:06:27.969 Luke Scorziell: Yeah, I need to figure out with my studs, too.
73 00:06:27.990 ⇒ 00:06:28.660 Rico Rejoso: Yeah, I’ll talk about.
74 00:06:28.660 ⇒ 00:06:29.240 Luke Scorziell: everything.
75 00:06:29.240 ⇒ 00:06:33.650 Rico Rejoso: Forward it for you, definitely, so you can also have visibility on how, you know, the process works and everything.
76 00:06:33.930 ⇒ 00:06:45.439 Luke Scorziell: Yeah, no, thank you, I appreciate that. So, I really, really appreciate your help there. I’m not the most, probably, operational person myself, but I know it’s important to get all this stuff, phoned out for whoever kind of comes on board next.
77 00:06:46.010 ⇒ 00:06:48.470 Rico Rejoso: Yep, definitely. Yeah, thank you so much.
78 00:06:48.680 ⇒ 00:06:50.580 Rico Rejoso: If you need anything, just let me know, okay?
79 00:06:50.840 ⇒ 00:06:52.400 Luke Scorziell: I will. Alright, thanks, Rico.
80 00:06:52.400 ⇒ 00:06:53.560 Rico Rejoso: Alright, have a good one.
81 00:06:53.560 ⇒ 00:06:54.520 Luke Scorziell: You too, bye.