Meeting Title: Default - Weekly Kick-Off Sync Date: 2026-03-23 Meeting participants: Brylle Girang, Greg Stoutenburg, Demilade Agboola


WEBVTT

1 00:02:23.760 00:02:24.769 Greg Stoutenburg: Hey, B.

2 00:02:27.480 00:02:28.410 Brylle Girang: Hello!

3 00:02:30.870 00:02:32.970 Greg Stoutenburg: Looks like we’re just waiting for Demi.

4 00:02:33.370 00:02:33.930 Brylle Girang: Yep.

5 00:02:45.150 00:02:46.209 Greg Stoutenburg: There we go.

6 00:02:47.290 00:02:48.280 Greg Stoutenburg: Hey guys!

7 00:02:55.650 00:03:03.780 Brylle Girang: Yeah, so, top priorities for this week, Greg, is you taking… fully taking over default. I think it’s time that we take that off.

8 00:03:03.900 00:03:04.980 Brylle Girang: Potam.

9 00:03:05.810 00:03:16.960 Brylle Girang: And then, we need to make sure that we establish our project plan for the next quarter. For default, I know that we have already lined up the dashboards, but if we could think of

10 00:03:17.070 00:03:19.510 Brylle Girang: Any other innovations, or…

11 00:03:19.710 00:03:29.890 Brylle Girang: how do you call this? It dimensions it as new cool stuff that we could do for them, for both work streams. That’s what we want to see for the project plan.

12 00:03:30.680 00:03:48.020 Brylle Girang: I think you need to work with Demic really closely on that. If you have seen the conversations between us and Pranav regarding the project plan, I’m also going to share the template. We need to build that same stuff for default, just making sure that we’re ready for the next quarter ahead.

13 00:03:49.100 00:03:54.340 Greg Stoutenburg: Yeah, sure, do you have something that you can share to, like, package that, that I can use as a model?

14 00:03:54.870 00:03:55.380 Greg Stoutenburg: And…

15 00:03:55.380 00:03:55.950 Brylle Girang: Yeah, for.

16 00:03:55.950 00:04:01.789 Greg Stoutenburg: To be clear, you mean, like, what are we doing on work streams now that can be pitched into expanded work for the next quarter?

17 00:04:03.050 00:04:21.970 Brylle Girang: Yeah, and even if we could think of new stuff that we can build, not just, like, the existing work streams or the existing dashboards that’s already in line, I think what we’re really interested in is how we could, you know, expand what we’re doing, while also keeping our current staff, like, really, really robust.

18 00:04:22.860 00:04:23.780 Greg Stoutenburg: Yeah.

19 00:04:26.260 00:04:28.810 Brylle Girang: I sent the template over, so that is…

20 00:04:28.810 00:04:29.420 Greg Stoutenburg: Bye.

21 00:04:30.510 00:04:37.599 Brylle Girang: like, the foundation that we want to build upon, and yeah, I sent it here by the Zoom chat.

22 00:04:40.740 00:05:00.620 Brylle Girang: So what’s going to happen here is you, Greg, should lead the charge when it comes to understanding what net new stuff should we build, what the milestones are, and then Demi will be able to help you out when it comes to, trying to think of the technical requirements, the technical roadmap for those milestones.

23 00:05:01.060 00:05:04.040 Brylle Girang: So, remember, this is going to be for Q2.

24 00:05:04.370 00:05:11.209 Brylle Girang: And we want to get this over the line this week, if possible, as early as tomorrow.

25 00:05:11.810 00:05:27.190 Brylle Girang: So, it doesn’t need to be, like, final. This is going to be, like, our first brainstorming session, and Utom wants to see the first draft. There’s going to be lots of iterations, and that’s the main point of this, for us to iterate before going to the next quarter.

26 00:05:27.190 00:05:27.750 Greg Stoutenburg: Yep.

27 00:05:28.310 00:05:28.990 Brylle Girang: Sounds good.

28 00:05:29.600 00:05:36.339 Greg Stoutenburg: I hear the ask, I mean, I guess I, I think I just have to sort of…

29 00:05:36.630 00:05:39.530 Greg Stoutenburg: Like, for the sake of clear communication, just raise, like.

30 00:05:39.770 00:05:53.449 Greg Stoutenburg: I, you know, I’ve just been working on the product analytics workstream until 2 weeks ago, and then I was away for one of those weeks. So, I mean, the amount of context I, like, don’t have right now to propose a quarter of new work…

31 00:05:53.830 00:06:01.330 Greg Stoutenburg: today, like, I… I don’t… I don’t know that I can actually do a thorough and serious job of that today. Yeah.

32 00:06:01.330 00:06:10.029 Brylle Girang: And you don’t… you don’t need to do it alone. I think Demi has quite a wide range of experience when it comes to the default. Okay.

33 00:06:10.290 00:06:14.410 Brylle Girang: the other work stream, so Dema should be able to help you out with that.

34 00:06:15.880 00:06:32.509 Greg Stoutenburg: Okay, like, I mean, I know I can rattle off quickly things that I know we could do on the product analytics side. Basically, like, okay, well, once the implementation of post-hog is finished, which will happen in the next month or so, then it’s to do experimentation to, you know.

35 00:06:32.660 00:06:36.050 Greg Stoutenburg: drive improvements across those funnels.

36 00:06:36.300 00:06:39.570 Greg Stoutenburg: And I can say things about that. Now,

37 00:06:39.700 00:06:43.440 Greg Stoutenburg: Yeah, but I mean, if I can get, and, you know, I can pull this from…

38 00:06:43.890 00:06:49.859 Greg Stoutenburg: cursor, or Demi, if you have notes that you can share, I could at least… I mean, I guess I could put…

39 00:06:50.420 00:06:52.720 Greg Stoutenburg: B, tell me if this is sort of like the…

40 00:06:53.150 00:06:56.740 Greg Stoutenburg: the level at which you’re thinking of this is, like, I mean, a bulleted list of…

41 00:06:57.520 00:07:01.669 Greg Stoutenburg: Two or three projects, sort of the kind of thing that we’re talking about for today.

42 00:07:02.950 00:07:13.359 Brylle Girang: That’s going to be a good start, but what Otam wants to review is something similar to the template that I shared over. So the bulleted list, you should be able… you and Demi should…

43 00:07:13.490 00:07:20.449 Brylle Girang: should expand on that, and make sure that we give OTAM some sort of a clear roadmap and a clear technical…

44 00:07:20.600 00:07:23.009 Brylle Girang: Technical milestones and goals.

45 00:07:24.390 00:07:24.820 Greg Stoutenburg: Okay.

46 00:07:24.820 00:07:30.030 Brylle Girang: You can start with a bulleted list of the ideas, and then expand it using the template.

47 00:07:31.280 00:07:32.290 Greg Stoutenburg: Okay.

48 00:07:39.160 00:07:41.730 Brylle Girang: I guess, Demi, do you have any thoughts there?

49 00:07:48.420 00:07:50.970 Brylle Girang: You’re on mute, by the way, if you’re speaking.

50 00:07:53.870 00:07:55.479 Demilade Agboola: Sorry, I didn’t have the question.

51 00:07:56.770 00:07:59.850 Brylle Girang: Yeah, so, did you hear about, like, the…

52 00:08:00.130 00:08:03.870 Brylle Girang: The plan to create the 3-month roadmap for next quarter?

53 00:08:04.870 00:08:07.159 Demilade Agboola: For defaults, yes.

54 00:08:07.450 00:08:09.100 Brylle Girang: Yes, for default, exactly.

55 00:08:09.270 00:08:24.480 Brylle Girang: Yeah, so, since you have the most experience and the most knowledge about product analytics, but Greg is the CSO, we need to work closely together here. You might be able to pitch some ideas to Greg, you might be able to give some notes to Greg about

56 00:08:24.730 00:08:35.900 Brylle Girang: The stuff that we can build for them next quarter can be carryovers, as long as, you know, it… as long as it’s not something that we’re going to finish within the month or so.

57 00:08:40.559 00:08:49.660 Demilade Agboola: Yes, I mean, in terms of, like, dashboards, we have, like, a sheet where, like, all the dashboards that I needed have inputs in place.

58 00:08:49.810 00:08:55.420 Demilade Agboola: So, that… that will definitely take us through Q2.

59 00:08:55.680 00:09:04.629 Demilade Agboola: In terms of driving the engagement of those dashboards and just general data, I think we need to… one of the things I’m seeing as we’re rolling out this new… this first dashboard.

60 00:09:04.840 00:09:09.079 Demilade Agboola: is… They’ve never really had anything like this.

61 00:09:09.580 00:09:15.330 Demilade Agboola: And so, they… we need to build trust in the data that we’re putting out to them.

62 00:09:15.680 00:09:20.240 Demilade Agboola: So that’s why we’re getting a lot of feedback of, like, hey, these numbers seem to pay off.

63 00:09:20.540 00:09:28.879 Demilade Agboola: this doesn’t match equals, this doesn’t match Salesforce, whatever. We need to be able to establish, like, dominance, and just go, like, hey…

64 00:09:29.060 00:09:35.169 Demilade Agboola: can we go through this dashboard? These are the numbers, these are the scenarios we’ve, been able to…

65 00:09:35.300 00:09:47.250 Demilade Agboola: account for, are there any other ways you account for the scenarios? And if, hey, if we’re wrong, sure, we can always admit it and do that, but that also builds trust in the sense that they know that the numbers that they’re looking at

66 00:09:47.560 00:09:51.760 Demilade Agboola: They’ve been able to sign off on it by engaging with us.

67 00:09:51.880 00:10:03.779 Demilade Agboola: These are not clients that we can just build our dashboards and give to them and say, hey, these are your dashboards. We need to be able to show them how these things work, how the logic we’ve integrated into the dashboards.

68 00:10:04.030 00:10:10.989 Demilade Agboola: And then, from that point, once we have them using the dashboards, it now becomes a thing of…

69 00:10:11.190 00:10:14.740 Demilade Agboola: Business decisions, like.

70 00:10:14.960 00:10:33.780 Demilade Agboola: we’re giving high-level numbers, but does this actually drive the decisions you need on a day-to-day? As much as possible, the dashboards we think are, but I feel like the analysis… like, dashboards don’t give analysis, and then the next stage off of those dashboards will be, how can we provide you high-level quantitative analysis?

71 00:10:33.870 00:10:37.040 Demilade Agboola: Of this, like, you know, of this data.

72 00:10:37.300 00:10:41.110 Demilade Agboola: So… We’ll have to figure out what the highest leverage points would be.

73 00:10:41.150 00:10:58.720 Demilade Agboola: So that might be business development relations, or basically which area of their team can we leverage, the data that we are seeing to be able to say, hey, these are the signs that you should reach out to these people. These are the signs that, that seem to indicate churn.

74 00:10:58.810 00:11:03.639 Demilade Agboola: Right, these are the signs that seem to indicate, a potential upsell.

75 00:11:03.770 00:11:21.040 Demilade Agboola: those are the things we should be looking out for, so that we can be able to say them, like, help them be proactive and say, hey, you should probably try and upsell these people, you should probably try and prevent churn here, or there seems to be an expansion opportunity based off the data that we can see for these clients. So I think that would be…

76 00:11:21.240 00:11:24.869 Demilade Agboola: The next stage, after we build out the dashboards.

77 00:11:29.780 00:11:39.899 Brylle Girang: I think that makes sense, yeah. Aside from creating the dashboards, we can push adoption, make sure that they use and they gain insights from those dashboards. Does that sound clear, Greg?

78 00:11:40.540 00:11:55.950 Greg Stoutenburg: Yeah, that sounds clear. In conversation with Nandica, I already know they’ve got a bunch of redundant softwares, that they could trim and consolidate. Currently places where stakeholders are checking lots of different systems that they

79 00:11:55.950 00:12:03.720 Greg Stoutenburg: ideally just don’t need to. For example, their current use of segment is sort of irrelevant now that they’ve got posthog.

80 00:12:03.720 00:12:16.120 Greg Stoutenburg: And so, sort of cataloging those and raising those to them could make for lowered tech spend, but also just overall better clarity and velocity toward doing the work that matters rather than checking lots of systems.

81 00:12:16.710 00:12:19.429 Greg Stoutenburg: So, that could be a project,

82 00:12:19.810 00:12:24.099 Greg Stoutenburg: Again, optimizing those funnels once we have instrumentation for product analytics complete.

83 00:12:24.510 00:12:36.729 Greg Stoutenburg: And that’ll amount to… well, I mean, that’ll amount to several projects of various scopes, depending on what we find for optimizing those things. There are…

84 00:12:36.830 00:12:44.709 Greg Stoutenburg: surely lots of automations that can come from using… doing a good job of using connectors from PostHog and other tools.

85 00:12:44.820 00:12:58.200 Greg Stoutenburg: So that, you know, any… things that are currently manual processes can be automated just by things like, you know, okay, if a user… if a user performs this action, puts them in this cohort, if they’re in this cohort.

86 00:12:58.480 00:13:07.950 Greg Stoutenburg: send them this Slack message, or put them in this HubSpot sequence, you know, things like that. And, can take some time to, you know.

87 00:13:08.330 00:13:11.729 Greg Stoutenburg: Fill out what that would look like, depending on their needs.

88 00:13:12.910 00:13:19.920 Greg Stoutenburg: So that’s, if I count correctly, that’s 3, that’s 3, initiatives.

89 00:13:20.560 00:13:31.740 Greg Stoutenburg: for, for the next quarter, and then, you know, I can dig into Cursor, like, as we’re talking, I pulled up Cursor and just said, you know, like, let’s get some ideas here.

90 00:13:32.190 00:13:41.719 Greg Stoutenburg: So, some strong projects proposed. Automated warehouse freshness, so an ETL phase one. Tell me, Demi, if this makes any sense. Stand-up reliable pipelines.

91 00:13:42.110 00:13:44.330 Greg Stoutenburg: Replace manual Postgres sync.

92 00:13:44.630 00:13:46.439 Greg Stoutenburg: Add monitoring and alerts.

93 00:13:48.630 00:13:50.400 Greg Stoutenburg: Salesforce to Warehouse.

94 00:13:50.960 00:13:57.819 Greg Stoutenburg: And Customer 360 and Omni get daily sync of accounts, contacts, opportunities. Model joins to product usage.

95 00:13:59.490 00:14:06.809 Greg Stoutenburg: Hyperline competitiveness and revenue truth. Get the full subscription lifecycle, MRR and ARR churn expansion cohorts by plan.

96 00:14:08.770 00:14:11.810 Greg Stoutenburg: the data… the product analytics stuff I already mentioned.

97 00:14:12.250 00:14:17.670 Greg Stoutenburg: Yeah, self-service enable, analytics enablement. Something from the strategy perspective is,

98 00:14:18.600 00:14:28.729 Greg Stoutenburg: they’re… they’re heading in the direction of this PLG motion, and I’ve had some good conversations with Caitlin about things that they can do, things that they can be looking for, like, as they onboard new customers.

99 00:14:28.860 00:14:35.179 Greg Stoutenburg: So, really getting that right is something that will surely take a quarter, so I can write that up as an initiative.

100 00:14:37.680 00:14:38.520 Greg Stoutenburg: Yeah.

101 00:14:40.170 00:14:41.480 Greg Stoutenburg: So there are some ideas.

102 00:14:44.610 00:14:53.029 Demilade Agboola: I think Cosa isn’t exactly, like, 100% on that. There’s some things we might need to tweak, especially how it’s framed, but we can always recommend that.

103 00:14:53.550 00:14:54.500 Demilade Agboola: In a dock.

104 00:14:57.700 00:15:00.160 Greg Stoutenburg: Sorry, can you repeat that last part again?

105 00:15:00.160 00:15:04.830 Demilade Agboola: I said cursor isn’t 100% accurate, but we can always work on that in a doc.

106 00:15:05.400 00:15:11.199 Greg Stoutenburg: Yeah, yeah, yeah. Yep. Yeah, and I can draft up some things based on the conversation that we’re having right now.

107 00:15:11.370 00:15:17.819 Greg Stoutenburg: B, can you… can you help me? So, like, the template that you shared.

108 00:15:18.230 00:15:30.179 Greg Stoutenburg: this is pretty detailed, and I want to be able to deliver on this well. Can you tell me how to use this, use this template, preferably with some AI, to take some of the ideas that we just discussed and, like.

109 00:15:30.300 00:15:33.040 Greg Stoutenburg: And turn it into a project plan?

110 00:15:34.860 00:15:35.880 Brylle Girang: Hmm…

111 00:15:38.960 00:15:42.610 Brylle Girang: I guess the first pass for this template shouldn’t be…

112 00:15:42.740 00:15:51.130 Brylle Girang: fully created by AI. I think you can ask Kirscher to give you ideas, but as much as possible, we want this planning session to

113 00:15:51.580 00:15:55.549 Brylle Girang: to be led by humans, so…

114 00:15:55.550 00:15:55.910 Greg Stoutenburg: Yeah.

115 00:15:55.910 00:16:09.490 Brylle Girang: It’s going to be ironic, right? But we want these planning sessions to actually be led by you and Demi. We had bad experiences with AI when it comes to these project planning sessions, because it doesn’t… it doesn’t fully understand yet.

116 00:16:09.540 00:16:16.759 Brylle Girang: What you can build for the clients, especially if these are stuff that we haven’t talked about in meetings, or…

117 00:16:16.850 00:16:23.230 Brylle Girang: Yeah. In the Slack channels, right? So, my… You can start with…

118 00:16:23.550 00:16:33.160 Brylle Girang: drafting the initiatives, and then the milestones for the clients, and then maybe Demi can pitch in when it comes to the actual technical roadmap, and then build the template from there.

119 00:16:34.740 00:16:35.440 Greg Stoutenburg: Yeah.

120 00:16:35.820 00:16:36.670 Greg Stoutenburg: Okay.

121 00:16:36.670 00:16:39.590 Brylle Girang: Does that… I guess, does that answer your question?

122 00:16:40.080 00:16:46.050 Greg Stoutenburg: Yeah, it does. Honestly, right now, I’m just looking at the calendar in terms of capacity. So,

123 00:16:46.180 00:16:50.000 Greg Stoutenburg: When do we want the first draft of this done by?

124 00:16:51.430 00:17:02.620 Brylle Girang: If you could do it by… as early as tomorrow, that would be great. If there’s going to be challenges when it comes to meeting that deadline, as long as you make it clear.

125 00:17:02.950 00:17:08.719 Brylle Girang: and discuss it with Utam, let’s see if he could, you know, help you out there, then that should be good.

126 00:17:09.329 00:17:09.819 Greg Stoutenburg: Okay.

127 00:17:09.819 00:17:15.149 Brylle Girang: So, bottom line, if possible, tomorrow, if there’s going to be challenges, we need to know about that.

128 00:17:15.550 00:17:16.240 Greg Stoutenburg: Yeah.

129 00:17:16.540 00:17:20.140 Greg Stoutenburg: I mean, as of right now, the challenge is just, you know, it’s…

130 00:17:20.740 00:17:23.550 Greg Stoutenburg: approaching… it’s quarter to one my time.

131 00:17:24.060 00:17:31.040 Greg Stoutenburg: I’ve got another… Two hours of meetings, and then a whole plate of work on, you know.

132 00:17:32.120 00:17:33.849 Greg Stoutenburg: Element and Eden.

133 00:17:34.280 00:17:39.719 Greg Stoutenburg: And, global vet length that I need to finish that project up, ideally, you know, like.

134 00:17:40.580 00:17:47.610 Greg Stoutenburg: In the next 2 days. So, yeah, so I can do it. I’m more thinking… I’m less thinking about what

135 00:17:47.730 00:17:53.570 Greg Stoutenburg: Can we do, and more… How do we realistically take it in…

136 00:17:53.840 00:18:00.709 Greg Stoutenburg: a couple of hours into, you know, the structure of a full-on project plan for, for Q2.

137 00:18:01.650 00:18:02.810 Greg Stoutenburg: Does that make sense?

138 00:18:03.570 00:18:05.010 Brylle Girang: Yeah, that makes sense.

139 00:18:22.860 00:18:25.979 Brylle Girang: Well, maybe we can discuss this, yeah, go ahead, Demi.

140 00:18:26.470 00:18:28.260 Demilade Agboola: I said, I think what we can do is I…

141 00:18:28.390 00:18:42.500 Demilade Agboola: if we try and get the skeleton together, I think we can use AI to flesh it out, because once we have an idea of what we need to do for Q2, have an idea of what end of April, end of May, end of June looks like.

142 00:18:42.830 00:18:48.849 Demilade Agboola: Then we can pass it over to AI and be like, hey, can you flesh this out into, like, a proper, like.

143 00:18:49.260 00:18:49.870 Greg Stoutenburg: Yeah.

144 00:18:50.270 00:19:09.389 Demilade Agboola: roadmap document. But yeah, I do… I do agree with Bea that, like, AI could struggle to figure out how to plug the gaps, because it doesn’t have a 360 view of the business, of what we… of the data sources, what we have, and all of that, and the issues… the human issues that the, stakeholders have.

145 00:19:12.260 00:19:25.669 Brylle Girang: Yeah, and this doesn’t need to be pristine, like, up to the minute details, but the skeletal framework should be good as the first pass. So, as long as we see progress, as long as we get a clear sense of

146 00:19:25.840 00:19:29.890 Brylle Girang: What do we want the client to have for the next quarter?

147 00:19:30.010 00:19:31.569 Brylle Girang: We can build upon that.

148 00:19:32.330 00:19:33.010 Greg Stoutenburg: Yeah.

149 00:19:33.190 00:19:47.880 Greg Stoutenburg: Yeah, okay. Alright, let me get started on… let me get started on bullets for right now, and share those with Demi, and hash that out some, and then start moving in the direction of getting this, a project plan template completed.

150 00:19:48.910 00:19:49.749 Greg Stoutenburg: Yeah. Does that sound good?

151 00:19:49.750 00:19:50.300 Brylle Girang: Okay.

152 00:19:50.690 00:19:58.380 Brylle Girang: Yeah, the earliest that you can, you know, share some details, then the earliest we can give feedback. Doesn’t need to be the full

153 00:19:58.500 00:20:02.049 Brylle Girang: Tough, but… If Utam wants to review it.

154 00:20:02.300 00:20:08.229 Brylle Girang: then he can give some feedback based on the initiatives, then he can enter it as you go along, okay?

155 00:20:08.230 00:20:09.600 Greg Stoutenburg: Okay. Yeah.

156 00:20:09.600 00:20:20.390 Brylle Girang: Alright, perfect. And then, maybe one more thing that I need, Greg, is an update to the client for this week, what are priorities and our goals.

157 00:20:20.820 00:20:25.600 Greg Stoutenburg: Yeah. Yep, sounds good. I’ll run the, I’ll run the weekly update.

158 00:20:25.810 00:20:26.760 Greg Stoutenburg: skill.

159 00:20:27.400 00:20:28.130 Brylle Girang: Okay.

160 00:20:28.290 00:20:30.900 Greg Stoutenburg: Yeah. Okay.

161 00:20:31.200 00:20:32.060 Greg Stoutenburg: And then…

162 00:20:32.060 00:20:32.660 Brylle Girang: I’m good.

163 00:20:33.210 00:20:36.280 Greg Stoutenburg: Okay, and then I think the next thing will just be talking about…

164 00:20:36.700 00:20:40.300 Greg Stoutenburg: Yeah, talking about Element Omni, I see that you already accepted that.

165 00:20:42.030 00:20:42.510 Brylle Girang: Yeah.

166 00:20:42.510 00:20:43.250 Greg Stoutenburg: Okay.

167 00:20:43.250 00:20:45.169 Brylle Girang: Talk later. Thank you, guys. Bye.

168 00:20:45.170 00:20:47.040 Greg Stoutenburg: Alright, see you guys, thanks. Bye.