Meeting Title: [HOLD] Partner Workflow Review Date: 2026-03-06 Meeting participants: Robert Tseng, Samuel Roberts, Rico Rejoso
WEBVTT
1 00:00:04.690 ⇒ 00:00:09.629 Robert Tseng: Hey, Sam. Sorry, I’m late, I have a… I got a sales call that ran long.
2 00:00:10.440 ⇒ 00:00:11.760 Samuel Roberts: Hey, you hear me?
3 00:00:12.140 ⇒ 00:00:13.160 Robert Tseng: Yeah, I can hear you.
4 00:00:13.440 ⇒ 00:00:14.290 Samuel Roberts: Hold on.
5 00:00:15.790 ⇒ 00:00:18.020 Samuel Roberts: I don’t know why I can’t hear you, let me see.
6 00:00:18.160 ⇒ 00:00:19.420 Robert Tseng: Oh. Yes, fantastic.
7 00:00:19.420 ⇒ 00:00:20.870 Samuel Roberts: Here’s… is my phone.
8 00:00:21.990 ⇒ 00:00:23.279 Samuel Roberts: Alright, that should be good news.
9 00:00:23.800 ⇒ 00:00:25.040 Robert Tseng: You can hear me now? Okay, great.
10 00:00:25.040 ⇒ 00:00:25.860 Samuel Roberts: Yes, I can.
11 00:00:26.810 ⇒ 00:00:32.779 Robert Tseng: Cool. Let me just quickly ping Rico, I wanna see if he can come in as well.
12 00:00:38.050 ⇒ 00:00:42.860 Robert Tseng: Yeah, I don’t… I guess, did you get a chance to watch the video that I had sent?
13 00:00:47.510 ⇒ 00:00:50.420 Robert Tseng: Oh I can’t hear you.
14 00:00:52.130 ⇒ 00:01:00.329 Samuel Roberts: Sorry, there’s a button on my mic that I keep forgetting about, it’s, like, super sensitive, and every time I move it, it… I don’t think I saw… was that with the invite, or…
15 00:01:00.650 ⇒ 00:01:06.319 Robert Tseng: It was… I guess I was in a Slack message, I know you’re probably just catching up on some stuff.
16 00:01:06.320 ⇒ 00:01:08.269 Samuel Roberts: Yeah, sorry about that.
17 00:01:08.270 ⇒ 00:01:08.900 Robert Tseng: Yeah.
18 00:01:08.900 ⇒ 00:01:11.370 Samuel Roberts: All good, all good.
19 00:01:12.490 ⇒ 00:01:23.490 Robert Tseng: Might be helpful to… This video’s watching… Okay.
20 00:01:25.770 ⇒ 00:01:27.040 Rico Rejoso: Sorry, maybe…
21 00:01:28.060 ⇒ 00:01:38.869 Robert Tseng: Oh, hey, don’t worry. Yeah, we were just cutting catch-up. Sam hasn’t watched the video, but it seems like you have. I’m happy to walk through it, but Sam, I’ll just pasted the Zoom clip. You can take a look at it in more detail later.
22 00:01:39.060 ⇒ 00:01:41.839 Robert Tseng: Yeah, I mean, maybe…
23 00:01:42.090 ⇒ 00:01:48.320 Robert Tseng: Okay, I’ll just, like, kind of quickly summarize, like, what that… what that video’s about. So, this meeting is about,
24 00:01:48.840 ⇒ 00:01:55.900 Robert Tseng: I’m trying to… trying to build, like, a workflow for how we can better, kind of.
25 00:01:59.650 ⇒ 00:02:07.019 Robert Tseng: push messaging for partnerships. So, I think, contrary to
26 00:02:07.510 ⇒ 00:02:18.999 Robert Tseng: like, other sales work, sales and marketing work, where it’s like… there’s less coordination here. I feel like it really is just kind of, like, making sure that we’re sending out messages to the partners that we have.
27 00:02:19.160 ⇒ 00:02:23.770 Robert Tseng: And so, if you, if you watch the video, and I can pull it up.
28 00:02:23.930 ⇒ 00:02:26.750 Robert Tseng: A couple things here, actually, so maybe just give me…
29 00:02:27.000 ⇒ 00:02:28.270 Robert Tseng: Second… Yeah, see, it’s on the…
30 00:02:28.270 ⇒ 00:02:31.300 Samuel Roberts: The sales partnership channel, I don’t think I got a notice, because I’m not on there.
31 00:02:31.300 ⇒ 00:02:33.339 Robert Tseng: Oh, shoot. Don’t worry.
32 00:02:33.340 ⇒ 00:02:35.190 Samuel Roberts: I just joined it, but I see it now, yeah.
33 00:02:35.190 ⇒ 00:02:35.910 Robert Tseng: Okay.
34 00:02:37.110 ⇒ 00:02:43.520 Robert Tseng: I think it would probably be most helpful just to walk through, kind of, like, kind of the state that it’s in, so…
35 00:02:43.520 ⇒ 00:02:43.990 Samuel Roberts: Okay.
36 00:02:44.820 ⇒ 00:03:04.459 Robert Tseng: Yeah, I mean, this is basically kind of like a partnerships brief that I’m hoping that Ricoh would be able to kind of, like, take on drafting, and then basically send it via email to me and Utam, kind of every week. I think we can kind of make the pieces a little bit more smooth, but the idea is that, it’s connected to…
37 00:03:04.990 ⇒ 00:03:13.460 Robert Tseng: a few different systems. We have, like, our… Marketing ho…
38 00:03:15.810 ⇒ 00:03:26.210 Robert Tseng: yeah, like, here is, like, our partners list, so these are all our active partners. This doesn’t exist yet, but I basically set up, kind of, the scaffolding where,
39 00:03:26.490 ⇒ 00:03:34.780 Robert Tseng: every partner here has a folder in the Vaults repo, in the partnerships, and it basically
40 00:03:34.780 ⇒ 00:03:48.749 Robert Tseng: you know, I call it the command center, but each partner has, like, a dock where all of this context is already there, or, like, it should be there. And ideally, like, Rico could update directly within, just, like, Cursor, if he’s, like.
41 00:03:48.860 ⇒ 00:03:58.530 Robert Tseng: kind of going through, like, hey, what were the updates for Snowflake? Yeah, like, just based off of the activity that he… like, I don’t…
42 00:03:58.940 ⇒ 00:04:11.450 Robert Tseng: I guess he… either he’s kind of, like, giving context to Cursor for, or, like, also, you know, it’s… it’s pulling in context from our Slack messages or emails that we’re sending to partners.
43 00:04:11.450 ⇒ 00:04:19.560 Samuel Roberts: And so, like, it should be able to log all those things already without Rico having to go dig around. Maybe even, like, the calendar invites, the calls that we have booked.
44 00:04:19.670 ⇒ 00:04:24.539 Samuel Roberts: And so it’s, like, kind of summarizing, like, the… all the actions that we took for this particular partner.
45 00:04:24.580 ⇒ 00:04:40.659 Robert Tseng: And then, like, I’ve built out, like, a whole series of, like, partnership strategy playbooks in the repo as well, so it will use that, you know, that… those docs to come up with, like, a next action. And also kind of, like, tagged
46 00:04:40.660 ⇒ 00:04:55.910 Robert Tseng: me and Utam, if we need to… if we’re a blocker and need support in some way. So, obviously this is just, like, a few bullet points, so there’s a lot more that I described that is supposed to go on behind the scenes. But yeah, I just wanted to at least kind of show you, like, what this…
47 00:04:55.910 ⇒ 00:05:09.890 Robert Tseng: draft could look like, and kind of see your thoughts on, like, how to kind of put the pieces together. So, you know, we have different tiers of partners. Gold partners, they should have, like, activity every week. Silver partners should be bi-weekly, and then bronze monthly, and then we have, like, some
48 00:05:09.900 ⇒ 00:05:18.479 Robert Tseng: partners that we’re calibrating. So, I kind of already, like, tested what we did, what I built on this particular, partner.
49 00:05:18.480 ⇒ 00:05:25.940 Robert Tseng: new partner. Last week, I met the founder. This week, I met the CPO. I basically had cursor pulled up on the side.
50 00:05:25.940 ⇒ 00:05:39.749 Robert Tseng: And I had loaded this context from, like, what I was… what I thought about this partnership, and I asked it to kind of, kind of guide me through the conversation, all based off of, like, this 90-day, like, sprint that I have, or, like, that I have.
51 00:05:39.910 ⇒ 00:05:49.269 Robert Tseng: So, it kind of gave me the talking points that I needed to have with the CPO, and so we ended up sharing accounts, we ended up setting up a Slack channel, we ended up
52 00:05:49.970 ⇒ 00:06:11.300 Robert Tseng: yeah, kind of just, like, having… having some clear next steps, and so all of those things are moving forward, which is… which is great. Like, I… I… I want Rico to be able to kind of just, like, know what to do, just off of, like, if he just, like, kind of talks about, hey, I’m talking to this client, or I’m… what are the next steps, like, if I’m, you know, and… and being able to take action on a lot of… a lot of it.
53 00:06:11.330 ⇒ 00:06:15.340 Robert Tseng: Without… without me, or without having to be involved.
54 00:06:16.280 ⇒ 00:06:39.559 Robert Tseng: Whereas, like, this one is a new client, or new partner from this week. We hadn’t really reached out to them, so I even used the, the same kind of, like, knowledge base to ask to generate a first intro email. And, I kind of, like, stitched it together a little bit, because I don’t think we have, like, an email MCP or anything, so I use… I use SuperHuman, so I basically took the draft of that
55 00:06:39.570 ⇒ 00:06:47.229 Robert Tseng: I ended up getting from… Like, kind of cursor, and then I, like, put it into, like, the…
56 00:06:47.230 ⇒ 00:07:05.369 Robert Tseng: Ask AI feature for Superhuman, because this has basically got all of my emails, and you can write emails in the way that I want in my voice. So, I just thought it was, like, better than what Cursor was kind of putting out for now. So that ended up generating that first email, and I was able to send it out. So…
57 00:07:05.370 ⇒ 00:07:14.120 Robert Tseng: Yeah, I mean, I guess I’ll kind of just conclude by saying, yeah, it’s just kind of… I envision this kind of being, like, a…
58 00:07:14.280 ⇒ 00:07:17.149 Robert Tseng: It’s like a partnerships workspace, so that, like.
59 00:07:17.150 ⇒ 00:07:17.690 Samuel Roberts: Right.
60 00:07:19.540 ⇒ 00:07:39.429 Robert Tseng: Rico knows all the different partners that, we have, like, which ones need to be actioned on, and then, like, he can kind of send, like, the update to us, and he can take action himself by, like, kind of following up with people. So, obviously this is, like, kind of just very rudimentary kind of, like, demo, but that’s… that’s kind of, like, the workflow that I had in mind for, like, how
61 00:07:39.430 ⇒ 00:07:50.169 Robert Tseng: someone like Rico with very little context, and can be helpful in, like, kind of moving along, like, what we’re doing with our partners.
62 00:07:53.080 ⇒ 00:08:00.299 Samuel Roberts: Okay, so things are in… there’s a set of things in the vault already, or the playbooks, or whichever folder. Yep.
63 00:08:00.640 ⇒ 00:08:07.399 Samuel Roberts: So what is currently missing, I guess, is my question here from this. Where’s the gaps in this?
64 00:08:07.770 ⇒ 00:08:12.930 Robert Tseng: So the gaps… wait, are you able to… okay, I guess I’m not sharing my full screen. So…
65 00:08:12.930 ⇒ 00:08:14.250 Samuel Roberts: Okay, yeah.
66 00:08:14.860 ⇒ 00:08:21.329 Robert Tseng: Yeah, the gaps… so yeah, so you can see in partnerships, every partner is here.
67 00:08:21.480 ⇒ 00:08:29.550 Robert Tseng: And… yeah, so I think, like, all of the, like, the strategy and all the playbook stuff is all kind of built out already, so…
68 00:08:29.550 ⇒ 00:08:30.110 Samuel Roberts: Okay.
69 00:08:30.110 ⇒ 00:08:36.810 Robert Tseng: Yeah, I think it’s really just kind of the, can he actually, like.
70 00:08:37.240 ⇒ 00:08:44.039 Robert Tseng: make an update to a partner. Like, let’s say… let’s say this was his,
71 00:08:44.540 ⇒ 00:08:55.209 Robert Tseng: update for the week, and it’s like, oh, Teleismo had no update. Like, actually, we need to actually… we actually go take action on this, so I want to be able to take this and be like.
72 00:08:55.770 ⇒ 00:09:04.679 Robert Tseng: Okay, let’s… Looks like there were no changes to Lisma.
73 00:09:04.870 ⇒ 00:09:13.609 Robert Tseng: Like, no, like, no, no movement on Lismo apart from… Watch your eyes.
74 00:09:13.860 ⇒ 00:09:19.400 Robert Tseng: Lisma, this week, what are the next steps that we need to take?
75 00:09:22.090 ⇒ 00:09:30.370 Robert Tseng: So I’m kind of expecting it to kind of tell me, like, based off of our… the partner strategy, the status that Teleisma’s in.
76 00:09:30.590 ⇒ 00:09:42.029 Robert Tseng: the context that it should have onto Lisma, that it should tell me, like, hey, I need to draft an email to this person, or, like, I was supposed to share this asset with somebody, or whatever. Like, some, some, something that… some action to take on.
77 00:09:42.520 ⇒ 00:09:55.690 Robert Tseng: And Rico could go and actually act… just take that action. And, he could either go back in here and tell, like, cursor that he did it, or, like, ideally that email or that message sent out.
78 00:09:55.690 ⇒ 00:10:06.650 Robert Tseng: And, like, by the end of the day, it should, like, kind of update the Teleisma, like, control center here. Okay.
79 00:10:06.660 ⇒ 00:10:14.829 Robert Tseng: Making sure that there was a last action, the notes on the last action, like, basically kind of filling out what’s happening,
80 00:10:15.080 ⇒ 00:10:22.019 Robert Tseng: in this spreadsheet. Why I thought it would be better to update it in the doc rather than the spreadsheet is because I think that the…
81 00:10:22.120 ⇒ 00:10:37.780 Robert Tseng: I don’t think that Google MCP is very good at doing a bi-directional sync between, like, Markdown and Sheets, so I don’t really care if it ends up in here. I’m fine with it just living in the Markdown, and, like, he can just work out of that.
82 00:10:37.890 ⇒ 00:10:40.209 Robert Tseng: But let’s see what it ended up coming up with.
83 00:10:40.420 ⇒ 00:10:46.379 Robert Tseng: So, it’s like, okay, so next up, we need to confirm the contact. Okay, well, a lot of this stuff is kind of just, like.
84 00:10:46.570 ⇒ 00:10:53.580 Robert Tseng: Yeah, he could… he could just… he could help fill in the blanks, like, I mean, clearly some of the stuff is outdated,
85 00:10:53.730 ⇒ 00:11:01.609 Robert Tseng: But… but yeah, like, the point is, like, that he can kind of, like, interact with this until he gets to a set of actions that he could take to move that partner… partner along.
86 00:11:01.780 ⇒ 00:11:06.980 Robert Tseng: And if he’s, like, confused about what to take, then, you know, I could just be like.
87 00:11:08.680 ⇒ 00:11:14.960 Robert Tseng: look through partner… Partnership strategy…
88 00:11:16.020 ⇒ 00:11:19.470 Robert Tseng: Based on current status and calisma.
89 00:11:19.680 ⇒ 00:11:25.200 Robert Tseng: Give me, like, the next action to take to…
90 00:11:26.200 ⇒ 00:11:31.720 Robert Tseng: For the next touchpoint or something. I’m just trying to, like, kind of…
91 00:11:32.290 ⇒ 00:11:33.300 Samuel Roberts: Yeah, yeah.
92 00:11:33.300 ⇒ 00:11:33.960 Robert Tseng: Create some properties.
93 00:11:33.960 ⇒ 00:11:34.429 Samuel Roberts: Exactly what.
94 00:11:34.430 ⇒ 00:11:35.279 Robert Tseng: See what happened.
95 00:11:35.750 ⇒ 00:11:46.050 Samuel Roberts: Yeah, I think what we can probably do here is, since all the data is mostly there, it’s really just telling Cursor probably where to look and dialing it in with a skill or a plugin or something.
96 00:11:46.050 ⇒ 00:11:46.440 Robert Tseng: Yeah.
97 00:11:46.440 ⇒ 00:11:54.429 Samuel Roberts: So, I think we probably need, like, a partnership plugin that’ll have, like, a skill and a… maybe a command, even, that will know, like, you know…
98 00:11:54.950 ⇒ 00:12:03.220 Samuel Roberts: Rather than have to prompt every time the same kind of thing, you can just be like, you know, review, slash partnership review to Lismo or something, and then it’ll know… Yeah.
99 00:12:03.470 ⇒ 00:12:06.239 Samuel Roberts: All that without having to re-prompt everything.
100 00:12:07.640 ⇒ 00:12:26.829 Robert Tseng: Yeah, I don’t really know what those right prompts are for now, so I’m totally okay with that. I think it’s flexible enough that he can just kind of… kind of ask some questions to, like, try to figure out what is it gonna tell us, and so, let’s see what it ended up doing? It added a touchpoint, updated the control center on the partner, which is good, that’s what I wanted it to do.
101 00:12:26.970 ⇒ 00:12:32.830 Robert Tseng: And then it’s gonna create, like, oh, great, like a… like an email draft,
102 00:12:33.100 ⇒ 00:12:51.039 Robert Tseng: I don’t think this is the right email to send, because it’s not really my contact, it should be UTAM’s or whatever, so there’s, like, some… just more context stuff that we have to load into each… each partner, like, it’s not fully synced into everything yet. I just kind of stood up the scaffolding, but ideally, if it had more context onto Lisma, it would know that
103 00:12:51.330 ⇒ 00:13:02.949 Robert Tseng: UTOM’s been the main contact there. We’re actually supposed to be sending them, like, some… a lead list, and, like, I don’t know, there’s, like, other… other stuff that I just think… I don’t… I just don’t think it really has context on yet.
104 00:13:02.950 ⇒ 00:13:09.249 Samuel Roberts: Yeah, are meetings getting sorted by partners as well as clients at this point in the vault? Are those… Okay.
105 00:13:09.510 ⇒ 00:13:12.459 Samuel Roberts: I don’t know how that’s happening right now. I know…
106 00:13:12.970 ⇒ 00:13:15.199 Robert Tseng: Oh, are they… are you saying, are they being sorted?
107 00:13:15.200 ⇒ 00:13:21.329 Samuel Roberts: I’m not sure, I’m not sure, yeah, if that’s, like, if it’s identifying partnership meetings the same way.
108 00:13:21.330 ⇒ 00:13:30.279 Robert Tseng: Yeah, it may not, but, like, at least… I don’t know if it’d be too heavyweight to basically, like, add a filter to all the partner meetings.
109 00:13:30.570 ⇒ 00:13:38.750 Robert Tseng: And… I mean, based on, like, the transcripts, it should be able to identify which partner it is, and just kind of appropriately put it there.
110 00:13:38.750 ⇒ 00:13:45.900 Samuel Roberts: Probably, yeah, I don’t think that’s… I think it probably can handle that. It’s just I… when we’re syncing it, I know there’s some logic, to sort it to…
111 00:13:46.150 ⇒ 00:13:48.860 Samuel Roberts: clients, I think some things get unassigned.
112 00:13:49.480 ⇒ 00:13:57.239 Samuel Roberts: if I can’t tell, but some of those might be partnerships, so I’m just trying to think about if we want… where that sorting needs to happen. It can probably happen just in cursor, then.
113 00:13:57.880 ⇒ 00:13:58.510 Robert Tseng: Okay.
114 00:13:59.190 ⇒ 00:14:16.499 Robert Tseng: Yeah, I… I don’t really care so much about how it gets sorted, as long as it kind of ends up being in the… even if it doesn’t end up… yeah, let’s just say it ends up in the folders for now. But, yeah, the call… the call transcripts is one thing, but then it’s also, like, what I really like about Superhuman right now is, like, I can be, like.
115 00:14:18.430 ⇒ 00:14:29.679 Robert Tseng: maybe I have some history here. So, like, Moengage is a new partner. Things have kind of stalled out a bit. I’m just asking, like, look through all the email threads, like, let me know, like, what are the next actions I’m supposed to be taking?
116 00:14:29.700 ⇒ 00:14:48.790 Robert Tseng: And, yeah, I think it’s very clear, based off of the email threads, it was very clear where we got stuck. Luke needed to go schedule a meeting with somebody, I need to schedule a meeting with somebody. We were supposed to start doing some certifications. So, like, I want this, like, context to be able to go into Cursor and into the Moengage folder, so that, like.
117 00:14:48.790 ⇒ 00:14:56.219 Robert Tseng: if Ricoh were providing an update on Moengage, like, he would be able to get this level of, like, kind of, of, like, part…
118 00:14:56.640 ⇒ 00:15:02.429 Robert Tseng: of, like, partner activity, in, in, in, in Cursor directly.
119 00:15:02.430 ⇒ 00:15:05.150 Samuel Roberts: So, that’s email right now, though, right?
120 00:15:05.150 ⇒ 00:15:16.010 Robert Tseng: Yeah, just in my email, yeah. Okay. Email and… yeah, email… yeah, so email, meeting, transcripts, I guess even, I don’t know, like, Slack messages, like, Slack threads per partner as well, so…
121 00:15:16.010 ⇒ 00:15:16.480 Samuel Roberts: Yeah.
122 00:15:16.480 ⇒ 00:15:17.810 Robert Tseng: Yeah.
123 00:15:20.120 ⇒ 00:15:33.310 Samuel Roberts: Okay. Yeah, I’m not sure how best to get, like, email context out of… I think, like, you know, we have the Google MCP, but that’s probably locked down by, you know, if you’re using it versus if Rico’s using it.
124 00:15:33.410 ⇒ 00:15:36.879 Samuel Roberts: I don’t know if he’ll have access, you know, I don’t know if there’s a way to…
125 00:15:37.000 ⇒ 00:15:41.990 Samuel Roberts: give him and he OAuths into the Google MCP,
126 00:15:42.370 ⇒ 00:15:47.220 Samuel Roberts: If there’s a way to have his be able to access your inbox and ask these kinds of questions or not.
127 00:15:47.710 ⇒ 00:15:48.280 Robert Tseng: Yeah.
128 00:15:49.700 ⇒ 00:15:56.680 Samuel Roberts: I have to look into that a little bit, because I’m not sure how else to get those out, unless there’s some kind of export we do, but that seems not…
129 00:15:57.440 ⇒ 00:15:59.750 Samuel Roberts: Not the right path. Yeah.
130 00:15:59.960 ⇒ 00:16:15.069 Robert Tseng: And for now, it’s okay, like, I don’t think that’s, like, a big criteria, like, I can still just… yeah, I asked… I asked… I could ask it, and I could easily paste it in as a person or cell from here. So, like, it’s not a big deal. If Rico’s just missing some contacts on somebody, like we said, he can just…
131 00:16:15.200 ⇒ 00:16:20.530 Robert Tseng: remind me, and I can go and ask… ask the Super Committee to just pull… pull that out, so… That’s fine.
132 00:16:20.530 ⇒ 00:16:21.339 Samuel Roberts: Okay, cool.
133 00:16:22.270 ⇒ 00:16:29.250 Robert Tseng: Yeah, but yeah, he’s asking, you know, do we have the Slack? Can we integrate with Slack? I think…
134 00:16:29.660 ⇒ 00:16:31.470 Robert Tseng: Yeah, you’ve done that before, so…
135 00:16:31.470 ⇒ 00:16:39.099 Samuel Roberts: Yeah, yeah, I just don’t know if we set it up in cursor, but, like, there’s definitely ways to do it. I just think that we got the Google one set up, the Slack one probably needs to get set up.
136 00:16:39.350 ⇒ 00:16:46.410 Samuel Roberts: Separately, obviously. Yeah, that should be… that’s actually probably a good idea, because then we could point it, you know, with those plugins, it can know which
137 00:16:46.820 ⇒ 00:16:50.460 Samuel Roberts: Channel to look at and things like that more easily.
138 00:16:51.070 ⇒ 00:16:54.259 Samuel Roberts: Yeah. Okay. Yeah, SlackMCP would be helpful, yeah, okay.
139 00:16:54.260 ⇒ 00:16:57.370 Robert Tseng: In short, it’s like…
140 00:16:57.520 ⇒ 00:17:03.490 Robert Tseng: Well, yeah, the context windows for partner activity is just gonna be really long, much longer than a typical scale piece, because, like.
141 00:17:03.740 ⇒ 00:17:10.200 Robert Tseng: We’re basically giving each partner, like, 90 days to try to get something going with us, and we’re running multiple things, like, we’re…
142 00:17:10.280 ⇒ 00:17:23.280 Robert Tseng: you know, trying to host events with them, like, we’re trying to, like, get… it’s all kinds of stuff. It’s not just, like, a typical sales lead is just, like, book a call, send a proposal, and then, like, send nudge emails, you know, and, like… Yeah.
143 00:17:23.280 ⇒ 00:17:31.920 Robert Tseng: I believe that Rico could probably do that without any, like, cursor help, but, you know, whether it’s Ricoh or somebody else. And so, I thought that this…
144 00:17:32.050 ⇒ 00:17:40.390 Robert Tseng: Like, the partnerships, problem was… would be a better one to solve, for… for this type of system, where, like.
145 00:17:40.510 ⇒ 00:17:54.629 Robert Tseng: It would be great, because, like, all the strategy and playbooks are already in our repo, like, he can… he can draft this update here and also get direction as well on, like, what actions to take when… in a way that, like.
146 00:17:55.020 ⇒ 00:17:59.529 Robert Tseng: doesn’t have to always, kind of, come… come back to me, I think, so…
147 00:17:59.530 ⇒ 00:18:00.090 Samuel Roberts: Yeah, right, right.
148 00:18:00.090 ⇒ 00:18:09.870 Robert Tseng: Yeah, that’s kind of… yeah, anyway, so that’s… that’s kind of what I had in mind with kind of putting this together.
149 00:18:09.870 ⇒ 00:18:17.740 Samuel Roberts: Yeah, no, this looks good. I think, yeah, the only thing I would probably add would be a skill or a plugin, but start with a skill, because it’s less complicated than the…
150 00:18:17.870 ⇒ 00:18:32.270 Samuel Roberts: the cursor plugins, but you can do more with the plugins where it can call other things, but I don’t think we need that really here at this point. I think it would just be a skill that would basically have a few prompts that we can tune over time. Like you were saying, like, the prompts might not be, you know, perfectly defined yet, but…
151 00:18:32.420 ⇒ 00:18:41.549 Samuel Roberts: Rather than re-asking the same thing over and over again for the partnerships, just pointing it to that skill and saying, like, do this review for TeLismo, do this review for whatever.
152 00:18:41.550 ⇒ 00:18:42.280 Robert Tseng: Yeah.
153 00:18:43.780 ⇒ 00:18:49.810 Samuel Roberts: And then the cadence of that, so I guess we also want something that will check which partnerships have been…
154 00:18:50.230 ⇒ 00:18:52.230 Samuel Roberts: Checked as well, right?
155 00:18:52.890 ⇒ 00:18:57.520 Samuel Roberts: Over those, week, bi-weekly, monthly, okay.
156 00:18:58.250 ⇒ 00:19:13.590 Robert Tseng: Yeah, so to me, it’s like… I mean, Ruchab and I are still gonna be kind of pushing things forward on partnerships, but this is at least, like, a weekly exercise that Ricoh needs to do, just to make sure, like, nothing fell through the cracks, and if there’s any…
157 00:19:13.820 ⇒ 00:19:19.540 Robert Tseng: Like, yeah, anything that he could have… he could move forward on his own, he could… he could, like, he could… he could do that.
158 00:19:20.370 ⇒ 00:19:28.359 Robert Tseng: Yeah, so… and then if we want to increase the frequency of it, we can later, but I was hoping that this would probably be an easier cadence to start with.
159 00:19:28.400 ⇒ 00:19:32.640 Samuel Roberts: Yeah, I think so. Yeah, I think putting together a skill to do that,
160 00:19:32.850 ⇒ 00:19:34.360 Robert Tseng: Should probably be…
161 00:19:34.800 ⇒ 00:19:43.849 Samuel Roberts: pretty simple, especially, like, if there’s a chat here that we already have that we could just kind of pull from. Is there… are there any example chats like this that you have? Like, kind of the one you were just doing now, the example?
162 00:19:44.350 ⇒ 00:19:50.180 Robert Tseng: Yeah, I think the… well, yeah, the Zoom clip will definitely have kind of a.
163 00:19:50.180 ⇒ 00:19:50.570 Samuel Roberts: Okay.
164 00:19:50.730 ⇒ 00:19:55.320 Robert Tseng: your workflow that I did for… because I was doing it live with those two partners. Got it.
165 00:19:55.830 ⇒ 00:20:01.890 Robert Tseng: set up, and then… I mean, yeah, if you need me to, like, find the chat history here to go and send you the chats, I can email.
166 00:20:02.190 ⇒ 00:20:04.499 Samuel Roberts: Okay, yeah, I’ll check out the Zoom,
167 00:20:04.720 ⇒ 00:20:17.520 Samuel Roberts: I gotta run to a doctor’s appointment for my kid now, but after that, I’ll check out the Zoom, put some thoughts together for the skill, probably get a skill in there, and then Rico can kind of run with that and see if it does what it needs, and we can refine that.
168 00:20:17.880 ⇒ 00:20:20.920 Samuel Roberts: But yeah, I think that’s probably the simplest way to do this.
169 00:20:21.410 ⇒ 00:20:22.889 Robert Tseng: Okay, that sounds good.
170 00:20:24.950 ⇒ 00:20:25.800 Samuel Roberts: Alrighty.
171 00:20:26.100 ⇒ 00:20:29.909 Samuel Roberts: Does that sound good, Rico? I’ll message you later when I got the skill kind of worked out.
172 00:20:31.060 ⇒ 00:20:32.839 Rico Rejoso: And maybe we can set up a command after.
173 00:20:33.570 ⇒ 00:20:35.699 Samuel Roberts: Yeah, yeah, exactly. Okay, cool.
174 00:20:36.270 ⇒ 00:20:38.830 Robert Tseng: Cool. Alright, thanks guys. Alright, yeah, thank you both.
175 00:20:38.970 ⇒ 00:20:39.530 Robert Tseng: Right.