Meeting Title: Sales Team Weekly Check-in Date: 2026-01-29 Meeting participants: Robert Tseng, Hannah Wang, Holly Condos, Sheshu Chandrasekar
WEBVTT
1 00:00:35.570 ⇒ 00:00:36.430 Holly Condos: Hey.
2 00:00:37.130 ⇒ 00:00:38.080 Robert Tseng: Hey, Ollie.
3 00:00:41.340 ⇒ 00:00:44.369 Holly Condos: Okay, she sure doesn’t have a link.
4 00:00:50.030 ⇒ 00:00:51.440 Holly Condos: Yeah, thanks, Henry.
5 00:00:56.280 ⇒ 00:01:03.179 Holly Condos: Okay, so, Robert, What… what are you looking for us to accomplish in these sinks?
6 00:01:04.280 ⇒ 00:01:14.099 Robert Tseng: So, I mean, I don’t run this team on tickets or anything right now, so I think I kind of just want to get pretty much regular check-ins on, like, what we’re pushing.
7 00:01:14.830 ⇒ 00:01:23.640 Robert Tseng: Yeah, so we do a daily stand-up with the rest of the sales team. Sure. So, I mean, I’m not going to force the structure yet, I just kind of want to hear, like.
8 00:01:24.170 ⇒ 00:01:41.309 Robert Tseng: what… I mean, I kind of am feeling like it’s more like Shishoo and you to… to have the space. You can ask me questions, push things along that are just kind of getting lost in Slack. And then if we need to add more structure, then we can, but I kind of feel like we don’t…
9 00:01:41.450 ⇒ 00:01:45.369 Robert Tseng: Yeah, I’m not… I’m not going to… I don’t have a… I don’t have an agenda for this right now.
10 00:01:45.370 ⇒ 00:01:51.480 Holly Condos: Okay, and that, and that’s fine. So, just, just, top question. So, I think the three of us…
11 00:01:51.640 ⇒ 00:01:59.689 Holly Condos: came away from Monday, thinking, or with the understanding that we do need to set up
12 00:02:00.320 ⇒ 00:02:03.320 Holly Condos: Tickets. So, is that not the case?
13 00:02:06.540 ⇒ 00:02:12.290 Holly Condos: I mean, we can… we were kind of doing it before, but I think that there was…
14 00:02:13.330 ⇒ 00:02:19.540 Holly Condos: I think where we landed was that in linear, we’ve got
15 00:02:19.900 ⇒ 00:02:30.019 Holly Condos: Folders for each partner. But then we were also running separate tickets for a dedicated task.
16 00:02:30.270 ⇒ 00:02:37.050 Holly Condos: And so I think Hannah and I were looking at how to Make that smoother.
17 00:02:37.220 ⇒ 00:02:53.829 Holly Condos: So I think the three of us are fine, and Rico as well. We’re okay to do the tickets, but I think we need to clean up the structure in linear so that it’s clear and flows in one lane rather than two.
18 00:02:54.500 ⇒ 00:02:59.110 Holly Condos: Hannah, am I hitting the… the right note there.
19 00:02:59.530 ⇒ 00:03:01.210 Holly Condos: As far as the structure?
20 00:03:02.750 ⇒ 00:03:04.690 Hannah Wang: Yeah,
21 00:03:06.990 ⇒ 00:03:16.139 Hannah Wang: It’s just like we had created a bunch of projects for each partner, but I feel like that wasn’t the best way to have an overview of
22 00:03:16.270 ⇒ 00:03:18.710 Hannah Wang: All the work that we’re doing, so…
23 00:03:19.510 ⇒ 00:03:36.109 Hannah Wang: like, if we want partner work under the sales board, then we can do that, and I guess we can, like, flesh out a system that makes sense for everyone and kind of gives, like, a good high-level
24 00:03:36.680 ⇒ 00:03:39.030 Hannah Wang: Understanding of what we’re doing.
25 00:03:40.660 ⇒ 00:03:53.990 Robert Tseng: Yeah, so this is the sales one I’m showing you. I feel like it should be separate. That’s just my gut. I just feel like the sales one is really cluttered. There’s, like, a bunch of content stuff. Yeah, sure, there’s always overlap, but…
26 00:03:54.420 ⇒ 00:04:04.260 Robert Tseng: Yeah, like, I… I also don’t feel like partner activity is as, like, it’s not happening as fast as the sales side, which is…
27 00:04:04.370 ⇒ 00:04:10.199 Robert Tseng: I think, by design, it’s just slower, so I don’t really feel like we should have it in the same
28 00:04:10.960 ⇒ 00:04:20.070 Robert Tseng: thing of sales, I think it’ll… it’ll just confuse me. Like, the way I look at this is, we have 3 people that I’m… or whatever, like, I guess Rico’s not assigned currently, but,
29 00:04:20.329 ⇒ 00:04:22.609 Robert Tseng: Yeah, so… I mean…
30 00:04:23.710 ⇒ 00:04:34.649 Robert Tseng: Shayshu is already running, Linear for Ops, so I guess, you know, if you guys want to stand up something for partners, I would kind of lean on him to, basically.
31 00:04:35.940 ⇒ 00:04:36.280 Holly Condos: Okay.
32 00:04:36.280 ⇒ 00:04:44.289 Robert Tseng: run a similar process. So, but yeah, I’m also not, like, doing daily stand-up. I mean, I think I can join, probably.
33 00:04:44.500 ⇒ 00:04:52.640 Robert Tseng: at least once… once a week for these, but, yeah, I think that’s… the systems… the systems piece, like, shh, should, should, should, should,
34 00:04:52.780 ⇒ 00:04:53.909 Robert Tseng: Should build that.
35 00:04:54.220 ⇒ 00:05:02.100 Holly Condos: Okay, that’s fine, that makes sense. And then, I think my other question was, so… Utam, myself, Hannah.
36 00:05:02.300 ⇒ 00:05:12.179 Holly Condos: had a weekly stand-up that we were doing, and I think that, That series ran out.
37 00:05:12.360 ⇒ 00:05:13.580 Holly Condos: So.
38 00:05:14.250 ⇒ 00:05:24.879 Holly Condos: I think we still want to do that with UTAM, we just need to renew that, but these, you know, these little check-in syncs, when you can join, that’s great.
39 00:05:24.990 ⇒ 00:05:30.050 Holly Condos: But I think, I think it would be valuable to have…
40 00:05:30.270 ⇒ 00:05:34.460 Holly Condos: our activities tracked in linear, so we’ll work with Shishu on that.
41 00:05:34.890 ⇒ 00:05:40.860 Holly Condos: There is some dovetail, obviously, you know, with sales and, with Luke.
42 00:05:41.570 ⇒ 00:05:51.660 Holly Condos: So, you know, I don’t want to overburden you and Utam with, dupes, but… but I think it also is helpful to see, you know.
43 00:05:52.370 ⇒ 00:05:55.349 Holly Condos: Activities that we’re trying to push daily.
44 00:05:57.140 ⇒ 00:06:09.389 Robert Tseng: Yeah, I mean, so far, I don’t see anything partners here, so I feel like it’s fine, but I mean, there’s maybe this one that Luke created, I mean, yeah, so, but it’ll… it’ll… I don’t… I think it should be okay.
45 00:06:09.700 ⇒ 00:06:11.040 Holly Condos: Okay, great.
46 00:06:11.750 ⇒ 00:06:15.990 Robert Tseng: like, this is, like, partner content. I would say that’s more on…
47 00:06:16.700 ⇒ 00:06:22.560 Robert Tseng: I mean, if I could redo… if I could rename this to go-to-market, I would, but,
48 00:06:22.850 ⇒ 00:06:27.790 Robert Tseng: Yeah, like, it’s… it’s not really, like, your activity, it’s, like… Right. Yeah, okay.
49 00:06:27.980 ⇒ 00:06:29.130 Holly Condos: Understood, yeah.
50 00:06:29.130 ⇒ 00:06:29.670 Robert Tseng: Yeah.
51 00:06:30.030 ⇒ 00:06:40.150 Robert Tseng: And then regarding, like, sync… weekly sync with Utam, I’m not gonna throw that on yet. I think, I… I… I… I basically pulled him out of that, because I…
52 00:06:40.150 ⇒ 00:06:43.589 Holly Condos: Okay. I felt like UTAM was in too many meetings, so I cut… Okay.
53 00:06:43.590 ⇒ 00:06:46.260 Robert Tseng: Like, a third of his meetings, and
54 00:06:46.480 ⇒ 00:07:00.170 Robert Tseng: yeah, I think we’ll just kind of see how this picks back up, and then if there is, like, enough to review weekly, then we can set that up. Otherwise, like, I think the… he’s always responsive in Slack, and we’re doing ad hoc… we can set up ad hoc calls for now.
55 00:07:00.580 ⇒ 00:07:02.690 Robert Tseng: Okay, that’s fine. Yeah. Sounds good.
56 00:07:02.690 ⇒ 00:07:13.550 Holly Condos: all right, so what Shishu and Hannah and I, talked about, at least on Tuesday,
57 00:07:14.070 ⇒ 00:07:22.629 Holly Condos: as discussed, right, Shishow is… is owning the, the status and data pull for the WBR.
58 00:07:22.860 ⇒ 00:07:25.420 Robert Tseng: I’m stepping back from that.
59 00:07:25.840 ⇒ 00:07:33.489 Holly Condos: And… So, in these 3 days, I’ve basically been focusing on, Snowflake.
60 00:07:33.640 ⇒ 00:07:49.730 Holly Condos: contextual, and Omni, so I’m… you’ve probably seen in the, partnership Slack, but when I see something either on LinkedIn or it’s coming through, the partner newsletter or the partner portals in email.
61 00:07:49.870 ⇒ 00:07:52.839 Holly Condos: I’m throwing those over to the team.
62 00:07:53.050 ⇒ 00:08:03.229 Robert Tseng: Yeah, I think that’s great. Tom’s used it for some comments, like, I, you know, I may not respond to it all the time, but I think, yeah, that’s… I have noticed that, that’s been… that’s been helpful.
63 00:08:03.230 ⇒ 00:08:03.810 Holly Condos: Yeah.
64 00:08:04.070 ⇒ 00:08:07.780 Robert Tseng: Eventually, hopefully, we can automate that away, so you don’t have to be the one, like.
65 00:08:07.780 ⇒ 00:08:09.240 Holly Condos: No, that would be great.
66 00:08:10.100 ⇒ 00:08:14.479 Robert Tseng: Yeah, I guess that’s, you know, that’s also something that…
67 00:08:14.660 ⇒ 00:08:21.610 Robert Tseng: as, as, yeah, Shishu can observe and also kind of put on the roadmap for, operational support.
68 00:08:21.870 ⇒ 00:08:24.790 Holly Condos: Okay, yeah, and then…
69 00:08:24.950 ⇒ 00:08:34.289 Holly Condos: obviously, on the partner side, right, I’m… I’m liking or noting that to the partner so that they see that we see it, right?
70 00:08:34.400 ⇒ 00:08:41.179 Holly Condos: Just keeping that communication going. On… Cat,
71 00:08:42.600 ⇒ 00:08:47.659 Holly Condos: what do I want to say? On the insurance demo,
72 00:08:47.990 ⇒ 00:08:54.539 Holly Condos: for contextual. I think that we have some traction on now, so that’s good, and Luke is running that.
73 00:08:54.860 ⇒ 00:09:05.560 Holly Condos: And then I suggested yesterday, so we also worked on a legal framework for a legal demo as well, and I just let him.
74 00:09:05.560 ⇒ 00:09:06.119 Robert Tseng: Oh, great.
75 00:09:06.120 ⇒ 00:09:08.840 Holly Condos: have that in the background. Yeah, that’s…
76 00:09:08.840 ⇒ 00:09:09.430 Robert Tseng: Okay.
77 00:09:09.670 ⇒ 00:09:11.359 Holly Condos: That’s been in work for…
78 00:09:12.100 ⇒ 00:09:18.849 Holly Condos: I don’t know, probably since December, Gabe, Hannah, Utam all weighed in on that. I don’t know if you want to see that, but…
79 00:09:18.850 ⇒ 00:09:29.529 Robert Tseng: Yes, I’m personally more interested in pushing that along. I just don’t have anybody in my network, really, in insurance, so I feel like we’re a little… I understand every time has been trying to do something architectural for a while, but, like.
80 00:09:29.530 ⇒ 00:09:30.210 Holly Condos: No.
81 00:09:30.440 ⇒ 00:09:36.529 Robert Tseng: I just… I’m not really that helpful in pushing that along, so I… I mean, with legal, I feel like
82 00:09:36.850 ⇒ 00:09:42.190 Robert Tseng: probably Holly and my network are a lot more geared towards that, so we could… I feel like I’m…
83 00:09:42.350 ⇒ 00:09:44.869 Robert Tseng: I’m personally just more interested in pushing that one.
84 00:09:45.170 ⇒ 00:09:48.000 Holly Condos: Yeah, okay, I’ll, I’ll…
85 00:09:48.230 ⇒ 00:09:53.190 Holly Condos: send you that link, and you can look at it. I don’t want to overburden Luke right now, so…
86 00:09:53.190 ⇒ 00:09:53.800 Robert Tseng: Yeah.
87 00:09:53.800 ⇒ 00:10:00.310 Holly Condos: I mean, it’s not urgent that he looks at that now, but at least we have it in the wings when the insurance one is done.
88 00:10:00.650 ⇒ 00:10:01.240 Robert Tseng: Yeah.
89 00:10:01.880 ⇒ 00:10:03.809 Holly Condos: Okay. I did…
90 00:10:03.810 ⇒ 00:10:09.420 Robert Tseng: they start to… I mean, Luke’s kind of managing this, like, content calendar now.
91 00:10:09.420 ⇒ 00:10:09.740 Holly Condos: looks like.
92 00:10:09.920 ⇒ 00:10:21.399 Robert Tseng: not everybody’s aware of, like, what’s coming, but ideally, like, we all get on the same wavelength, hopefully, like, start of the week, usually during our planning calls, where Luke kind of lets everyone know, like, what’s coming.
93 00:10:21.400 ⇒ 00:10:21.740 Holly Condos: Yes.
94 00:10:21.740 ⇒ 00:10:25.689 Robert Tseng: So, like, you don’t feel like, oh yeah, so you, so you know where, like.
95 00:10:25.830 ⇒ 00:10:34.240 Robert Tseng: partner… I mean, he… his… we’ve told him that partner content needs to go out every week, but he kind of is sequencing, like, what… what’s going out, so hopefully…
96 00:10:34.240 ⇒ 00:10:34.640 Holly Condos: Eastern.
97 00:10:34.640 ⇒ 00:10:37.120 Robert Tseng: Yeah, you guys could be aligned.
98 00:10:37.120 ⇒ 00:10:37.690 Holly Condos: That’s one.
99 00:10:37.690 ⇒ 00:10:38.260 Robert Tseng: Yeah.
100 00:10:38.600 ⇒ 00:10:42.500 Holly Condos: Hannah, I want to give you some time on MixedPanel, but…
101 00:10:43.030 ⇒ 00:10:45.850 Holly Condos: I think those are the highlights, Robert, from me.
102 00:10:46.030 ⇒ 00:10:46.660 Robert Tseng: Great.
103 00:10:47.480 ⇒ 00:11:01.649 Hannah Wang: Yeah, and then Mixpanel, I’m working on the logistics for the event that’s on the 26th of February, so… gonna book the venue today, and then I have all the Luma stuff, and…
104 00:11:01.790 ⇒ 00:11:07.189 Hannah Wang: all the logistics, set up, and then I’ll work with Luke and Ryan to get
105 00:11:07.730 ⇒ 00:11:15.950 Hannah Wang: a sequence set up for that, for awareness, just, like, an announcement post and, yeah, the sequence leading up to the event.
106 00:11:16.080 ⇒ 00:11:17.180 Hannah Wang: Okay.
107 00:11:17.550 ⇒ 00:11:24.780 Hannah Wang: So that… that’s in progress, and then I know Greg is doing, like, a coffee chat thing with Amplitude and Q2, so…
108 00:11:24.780 ⇒ 00:11:26.990 Robert Tseng: Yeah, somewhat April, yeah.
109 00:11:26.990 ⇒ 00:11:33.119 Hannah Wang: Yeah, I’ll just replicate what I did with the Mixpanel one, you know, hopefully that
110 00:11:33.290 ⇒ 00:11:49.139 Hannah Wang: there should be, like, an SOP for events soon, and this should be a lot easier to do, but any event stuff, like, I can handle, and then crawl data, I know we’ve been going back and forth with them. I’m gonna… she asked to schedule a time to call.
111 00:11:49.340 ⇒ 00:12:00.320 Hannah Wang: To set a new webinar date, because it was supposed to be today, but, I think we’ll aim for that as well, either in later Q1 or early Q2, and then…
112 00:12:00.450 ⇒ 00:12:05.880 Hannah Wang: They liked the white paper that we sent, that we worked on last year.
113 00:12:05.880 ⇒ 00:12:06.200 Robert Tseng: Okay.
114 00:12:06.200 ⇒ 00:12:07.100 Hannah Wang: one, so.
115 00:12:07.100 ⇒ 00:12:07.470 Robert Tseng: Yeah.
116 00:12:07.470 ⇒ 00:12:14.950 Hannah Wang: I’m gonna work on co-branding that, and then we can use that as a lead magnet or something, after the webinar is over.
117 00:12:15.210 ⇒ 00:12:15.600 Robert Tseng: Great.
118 00:12:15.600 ⇒ 00:12:22.349 Hannah Wang: So those are the three, kind of, events that are queued up for the next two quarters.
119 00:12:23.500 ⇒ 00:12:26.149 Robert Tseng: Okay, yeah, that sounds good. Well…
120 00:12:26.150 ⇒ 00:12:31.499 Holly Condos: Also, sorry to interrupt you, also for tomorrow, on BowEngage, and…
121 00:12:31.650 ⇒ 00:12:36.280 Robert Tseng: I have this email I need to respond to. I guess you sent… I guess I didn’t realize.
122 00:12:36.720 ⇒ 00:12:38.870 Robert Tseng: they sent me a few questions, like, I didn’t even.
123 00:12:38.870 ⇒ 00:12:39.230 Holly Condos: Right.
124 00:12:39.320 ⇒ 00:12:49.329 Robert Tseng: Oh, so this is just, like, scheduling noise, I honestly didn’t find it. Oh, here, okay. Yeah, no, I’ll respond to these. Yeah, I’m gonna do this before I switch to the next thing.
125 00:12:49.330 ⇒ 00:12:51.780 Holly Condos: Okay, and then they’re gonna give us a demo, right?
126 00:12:52.080 ⇒ 00:13:00.319 Robert Tseng: Yeah, I think the point is, like, they’ll do a, like, a 15-minute demo, and then, like, we’ll try to basically see, like, what things we can activate with them.
127 00:13:00.320 ⇒ 00:13:00.730 Holly Condos: Great.
128 00:13:00.730 ⇒ 00:13:01.520 Robert Tseng: What?
129 00:13:01.640 ⇒ 00:13:09.729 Robert Tseng: I mean, a little bit of context. I haven’t met Jonathan, he’s apparently the partnerships lead for North America, but I’ve met their, like, I guess, lead…
130 00:13:10.140 ⇒ 00:13:15.830 Robert Tseng: or whoever Catherine was, I thought she was the partnerships lead, to be honest. Maybe they just switched roles or whatever.
131 00:13:16.860 ⇒ 00:13:21.119 Robert Tseng: But, yeah, I mean, I… I think they’re…
132 00:13:21.230 ⇒ 00:13:24.830 Robert Tseng: well, we’ll kind of… the context she gave me was, like.
133 00:13:25.020 ⇒ 00:13:33.590 Robert Tseng: they’re really going for a North American expansion, and they don’t have partners here, so I think they’re willing to… they seem very eager to
134 00:13:35.290 ⇒ 00:13:43.050 Robert Tseng: like, do events, like, do… I kind of ignored them all in Q4, pretty honest, pretty much, pretty much, and, I think I…
135 00:13:43.450 ⇒ 00:13:45.500 Robert Tseng: Didn’t really realize,
136 00:13:45.640 ⇒ 00:13:52.820 Robert Tseng: that they’re actually a pretty big player in this… in this space, so that was kind of more like… anyway, like, I’m hoping to kind of
137 00:13:52.820 ⇒ 00:14:07.790 Robert Tseng: bring up some of the things that we had discussed previously, so… but it’s been, like, 2 months since I’ve talked to them, so I think we’re… and it’s a new stakeholder, so I’m not expecting too much, but I’m trying to… trying to push for, like, what things could we start to plan, like…
138 00:14:07.910 ⇒ 00:14:27.319 Robert Tseng: Yeah, if they have… if they have events that they want to do, or we could do some… we could run similar things with, like, co-brandt. They asked to do, like, a white paper with us before a webinar, like, they’ve asked for all similar things, so I just want to try to see if we can have a next step with them after this.
139 00:14:27.580 ⇒ 00:14:33.389 Holly Condos: Okay, that sounds good. And one other item, so this was kind of towards the beginning of the month.
140 00:14:33.750 ⇒ 00:14:43.569 Holly Condos: connecting with Snowflake about insomnia, remember? Yep. She… Havaria, originally wanted to try to do a joint,
141 00:14:43.960 ⇒ 00:15:01.279 Holly Condos: event, and we kind of put that off. So, she wanted to have a meeting, or a call, with you and her SE. I have it on my calendar for tomorrow, but I think this might be old. Do you have that? It’s 1 Eastern, I believe?
142 00:15:01.280 ⇒ 00:15:04.450 Robert Tseng: I don’t actually have that.
143 00:15:04.660 ⇒ 00:15:14.029 Holly Condos: Okay, and her SE didn’t respond, so it may be that we just need to reschedule anyway. Yeah. I’ll reach out to her with you on copy and find out.
144 00:15:14.260 ⇒ 00:15:15.000 Robert Tseng: Okay.
145 00:15:16.450 ⇒ 00:15:18.460 Holly Condos: Okay, I think that’s all I have.
146 00:15:18.690 ⇒ 00:15:20.579 Robert Tseng: Great. Alright. Thanks, Dave.
147 00:15:20.870 ⇒ 00:15:21.719 Holly Condos: Alright, see ya.