Meeting Title: GTM Retro + Analysis Date: 2026-04-02 Meeting participants: Rico Rejoso, Robert Tseng, Hannah Wang


WEBVTT

1 00:00:07.300 00:00:24.190 Robert Tseng: As far as photos, it’s just tooling in general. And we see with the right tools, we see the adoption questions going down. And with adoption, we also need engagement with satisfaction. Just everything about this tool is not really difficult, anymore. And I think for our brain, it’s one of the biggest

2 00:00:24.630 00:00:29.599 Robert Tseng: Can you hear me?

3 00:00:29.600 00:00:30.010 Hannah Wang: Yeah.

4 00:00:30.510 00:00:31.030 Rico Rejoso: Yes.

5 00:00:31.030 00:00:36.499 Robert Tseng: Testing, testing, testing…

6 00:00:36.500 00:00:39.699 Hannah Wang: The background voices are kind of loud, but…

7 00:00:39.700 00:00:43.039 Robert Tseng: Hello, hello. Still can’t hear anything.

8 00:00:43.040 00:00:43.620 Rico Rejoso: Hello?

9 00:00:44.700 00:00:45.290 Robert Tseng: Good.

10 00:00:54.890 00:00:59.069 Robert Tseng: Okay, can you say something again?

11 00:00:59.760 00:01:00.150 Hannah Wang: Hello?

12 00:01:01.080 00:01:02.070 Rico Rejoso: Can you hear us?

13 00:01:02.350 00:01:03.290 Robert Tseng: I lose attention.

14 00:01:03.550 00:01:22.140 Robert Tseng: I don’t hear a word. Well, it’s too loud here, I have to have headphones in. These don’t work, then I’m kind of in a pinch.

15 00:01:22.300 00:01:34.470 Robert Tseng: What do I do? What do I do? I’m just gonna say something again?

16 00:01:35.150 00:01:35.700 Hannah Wang: So…

17 00:01:35.700 00:01:37.550 Robert Tseng: Oh, okay, better, yeah.

18 00:01:38.770 00:01:57.079 Robert Tseng: Okay, cool. Let’s just get into it, then. Basically, I think picture, big objects. We have to live it really fast.

19 00:01:57.270 00:02:07.949 Robert Tseng: Okay, so why don’t we just go around and just kind of share about the bets that we made at the start of the week, and then kind of talk about how it went.

20 00:02:08.190 00:02:17.189 Robert Tseng: So, maybe I’ll start with mine, and then give you guys some time to kind of prep. I’m gonna reference…

21 00:02:18.420 00:02:36.260 Robert Tseng: That’s thread for Hannah, so… Right, so, yeah, we’re gonna be here, elements. Yeah, Rico, I know you’ve been helping us go back and forth here. It is just… just really tedious,

22 00:02:36.410 00:02:53.699 Robert Tseng: It’s… it’s being… I think it’s in its last stages, it’s being cleared by their general counsel, so… but yeah, I guess I haven’t… I haven’t heard anything. I will… I’ll probably nudge as I’m talking about this, okay.

23 00:02:56.210 00:03:09.089 Robert Tseng: That’s something we’ve never seen before. Okay. So that was… That play,

24 00:03:09.160 00:03:22.360 Robert Tseng: Yeah, and then there were some learnings from that in terms of how to prevent ourselves from getting in this situation in the future. I think just, like, from a pricing perspective, I’m basically, just…

25 00:03:22.530 00:03:23.190 Robert Tseng: Excellent.

26 00:03:23.450 00:03:39.220 Robert Tseng: I’m gonna price it as, there’s gonna be more, more pricing up front, and then they can, we can, we can take it out of the implementation fee. So, for Element, what we did was pretty much, we did, like, 15K a month for 3 months.

27 00:03:39.220 00:03:47.259 Robert Tseng: We were expecting it to go up after the second month, it didn’t, and so we’ve been running at a loss the past, like, pretty much two months, which is…

28 00:03:47.300 00:03:48.170 Robert Tseng: Ben…

29 00:03:48.860 00:03:59.429 Robert Tseng: really, like, kind of hard on us. It’s pretty much just wiped out anything we’ve made on the deal. And it also put us into a pinch, because we were so dependent on it actually going through.

30 00:03:59.740 00:04:03.039 Robert Tseng: And, yeah, so I think from there…

31 00:04:03.130 00:04:13.659 Robert Tseng: If we’re able to just kind of charge more up front, and then if they signed on… if they signed the one-year deal after the first three months, then we could just kind of take the…

32 00:04:13.660 00:04:24.609 Robert Tseng: like, the disco or audit… audit fee out of the year-long contract, which, this problem is how I should have… should have structured it.

33 00:04:27.510 00:04:37.380 Robert Tseng: And then, as far as, like, other deals, so we’re talking about Q1, just wrapping those things up.

34 00:04:37.980 00:04:51.109 Robert Tseng: I think this will be more reflected in Monday, but I think it’s good. We’ve added a bunch of deals in. I think, Rico, you added this, but this is actually lost, I believe.

35 00:04:51.420 00:04:57.889 Robert Tseng: Proper… yeah, proper is already in here, so I’m gonna just eliminate this as duplicate.

36 00:04:58.880 00:05:11.760 Robert Tseng: I mean, whoever created this just mislabeled it. I’m not gonna say anything about it why, but this is February 26, and this is proper…

37 00:05:11.760 00:05:23.160 Robert Tseng: And there is a… Yeah, maybe we can follow up again.

38 00:05:23.290 00:05:35.040 Robert Tseng: Okay, but other than that, we have,

39 00:05:36.040 00:05:40.829 Robert Tseng: Actually, this old leather quality is there, but this whole text is there.

40 00:05:40.830 00:06:04.510 Robert Tseng: I think the notifications that Rico’s been sending, I think at least once a week, have been helpful in kind of getting us to kind of push things along. We had a couple deals kind of come back in, so Ilmore is being signed, and Rico’s is helping with that. But they’re not going to start until May, so I don’t really expect that invoice to come in until then. And then…

41 00:06:04.510 00:06:07.549 Robert Tseng: Yeah, we… we’ve also worked on a couple renewals.

42 00:06:07.550 00:06:18.670 Robert Tseng: Here, there’s just the one more that’s not reflected. Amble renewals coming up, but the team’s just not ready to pitch that, but at least we pitched global valid. So…

43 00:06:18.760 00:06:34.589 Robert Tseng: Yeah, I think, we’ll see what the impact is to the, the WBR on Monday, but I think, I mean, this feels good to me. I think it’s, like, probably at least 8, like, 6 to 8 more than we had, the previous week, so…

44 00:06:34.900 00:06:38.289 Robert Tseng: Yeah, that’s… that’s how it went for me.

45 00:06:40.230 00:06:44.240 Robert Tseng: Okay, who wants to go next?

46 00:06:44.820 00:06:45.980 Rico Rejoso: I can go next.

47 00:06:46.270 00:06:46.850 Robert Tseng: Yep.

48 00:06:47.020 00:06:58.469 Rico Rejoso: Yep, I have… I just have two bets for this week. First would be to fill out the WBR and the MBR, which I did. I just got confused with some data for the WBR since.

49 00:06:59.730 00:07:00.680 Robert Tseng: It’s knowing who.

50 00:07:00.680 00:07:01.810 Rico Rejoso: the.

51 00:07:01.810 00:07:02.230 Robert Tseng: Mr.

52 00:07:02.230 00:07:03.130 Rico Rejoso: deal stages.

53 00:07:03.510 00:07:03.880 Rico Rejoso: I don’t know.

54 00:07:03.880 00:07:04.780 Robert Tseng: We’ll put them too far.

55 00:07:04.780 00:07:10.030 Rico Rejoso: You can see some over there that’s showing 400, 500% on the WBRN.

56 00:07:10.510 00:07:12.839 Rico Rejoso: NBR, and I think it’s just because we don’t have enough.

57 00:07:12.840 00:07:13.190 Robert Tseng: Thank you.

58 00:07:13.190 00:07:15.989 Rico Rejoso: You know, the data that we have… that we have now.

59 00:07:16.420 00:07:19.109 Rico Rejoso: To backfill all the previous weeks that we have.

60 00:07:19.110 00:07:19.860 Robert Tseng: Not the construction.

61 00:07:19.860 00:07:20.970 Rico Rejoso: are…

62 00:07:21.720 00:07:22.430 Rico Rejoso: all this.

63 00:07:22.430 00:07:23.780 Robert Tseng: Great, let me repeat that for.

64 00:07:23.780 00:07:27.020 Rico Rejoso: Outdated, I guess. That’s why we can’t really get the…

65 00:07:27.020 00:07:28.059 Robert Tseng: So, yeah.

66 00:07:28.060 00:07:33.119 Rico Rejoso: I think that’s just for the sake of backfilling all the data that we have, but if we’re gonna use… we’re gonna use the historical data.

67 00:07:33.120 00:07:33.690 Robert Tseng: difficult.

68 00:07:33.690 00:07:35.179 Rico Rejoso: to make decisions in the future, I think.

69 00:07:35.180 00:07:36.210 Robert Tseng: I’m partnering.

70 00:07:36.600 00:07:39.529 Rico Rejoso: I don’t know, it will not be, credible.

71 00:07:39.530 00:07:40.640 Robert Tseng: Is that more important?

72 00:07:40.640 00:07:41.670 Rico Rejoso: I were to think of it.

73 00:07:41.670 00:07:42.300 Robert Tseng: Nothing.

74 00:07:42.300 00:07:42.850 Rico Rejoso: to be honest.

75 00:07:42.850 00:07:49.810 Robert Tseng: Wait, let me… so let me unpack that. So, we’re saying backfill data messed this up?

76 00:07:49.810 00:08:05.489 Rico Rejoso: Yeah, I guess so, because I based it off all in HubSpot, and there’s… it’s not showing a lot, especially for the SQL meet, deals, and, that we have. So that’s why you can see that if we… or maybe just my form… my formula’s just wrong.

77 00:08:06.130 00:08:06.669 Rico Rejoso: I guess.

78 00:08:06.670 00:08:07.360 Robert Tseng: But, yeah.

79 00:08:07.360 00:08:08.569 Rico Rejoso: Correct me if I’m wrong there.

80 00:08:08.570 00:08:10.289 Robert Tseng: And of course, single-based partnerships.

81 00:08:10.290 00:08:12.579 Rico Rejoso: I have a separate spreadsheet.

82 00:08:12.580 00:08:13.020 Robert Tseng: December.

83 00:08:13.020 00:08:15.360 Rico Rejoso: Where I listed all the raw data.

84 00:08:15.360 00:08:17.160 Robert Tseng: It’s not just clan, it’s not just AI.

85 00:08:17.160 00:08:17.710 Rico Rejoso: It’s not…

86 00:08:17.710 00:08:19.699 Robert Tseng: Is that here, or it’s not here? Okay.

87 00:08:19.700 00:08:22.139 Rico Rejoso: It’s on… it’s my personal spreadsheet.

88 00:08:22.140 00:08:24.220 Robert Tseng: Okay, okay.

89 00:08:24.220 00:08:29.890 Rico Rejoso: I was probably thinking of putting a raw spreadsheet there so you get to put in all the…

90 00:08:30.520 00:08:32.140 Rico Rejoso: Deal numbers as well.

91 00:08:32.140 00:08:33.400 Robert Tseng: Copy.

92 00:08:33.409 00:08:34.229 Rico Rejoso: formula here.

93 00:08:34.230 00:08:39.449 Robert Tseng: Yeah, why don’t you show me, show me that, we can just try to fix it now.

94 00:08:39.450 00:08:41.300 Rico Rejoso: Okay, yeah, I’ll add it.

95 00:08:41.309 00:08:42.169 Robert Tseng: Good morning.

96 00:08:42.580 00:08:43.860 Rico Rejoso: After this meeting, I’ll add.

97 00:08:43.860 00:08:47.699 Robert Tseng: to hear about as much. Okay.

98 00:08:47.870 00:08:56.199 Robert Tseng: Yeah, that’s fine. I think, yeah, whatever the math… I mean, I feel like even if you backfill, it shouldn’t… shouldn’t break,

99 00:08:56.200 00:09:09.479 Robert Tseng: anything, like, anytime you add one more to the numerator, there should also be one more added to the denominator, so I don’t really feel like you should ever go over 100%, so not quite sure what you did there, but if… I mean, just…

100 00:09:09.670 00:09:20.989 Robert Tseng: I… yeah, I… I don’t feel like it should… it should… I don’t… I don’t think it should break the formulas, that’s my hunch, but I don’t… I don’t know exactly now what you’re… what you’re saying.

101 00:09:20.990 00:09:24.810 Rico Rejoso: There’s a lot of, stages there that are showing zero, especially for the SQL.

102 00:09:24.810 00:09:25.579 Robert Tseng: that’s maybe…

103 00:09:25.970 00:09:27.539 Rico Rejoso: You can see here that we have zero.

104 00:09:27.540 00:09:29.920 Robert Tseng: Percent.

105 00:09:29.920 00:09:30.340 Rico Rejoso: when they’.

106 00:09:30.340 00:09:35.159 Robert Tseng: Are you saying, like, this is a growth rate? I’m saying this is more like,

107 00:09:35.570 00:09:38.980 Robert Tseng: So, like, isn’t this just, like… Hold on.

108 00:09:39.300 00:09:54.920 Robert Tseng: SQL mid to proposal conversion percentage. Like, this more or less makes sense to me.

109 00:09:55.010 00:10:05.559 Robert Tseng: So, it’s like 5 out of… X number of leads,

110 00:10:07.190 00:10:11.040 Robert Tseng: 5 out of the S King were, like…

111 00:10:11.040 00:10:18.810 Rico Rejoso: The SQL mid-proposal conversion is that… I mean, the denominator would be the one, or the closed deals for that month?

112 00:10:18.810 00:10:19.380 Robert Tseng: Maybe.

113 00:10:19.380 00:10:22.980 Rico Rejoso: Or would that be SQL meat divided by the proposal conversion?

114 00:10:22.980 00:10:24.060 Robert Tseng: those conversations.

115 00:10:24.320 00:10:42.759 Robert Tseng: It’s actually… the denominator is SQL mid, so the number of leads that made it to SQL mid. So that includes those that went past mid into proposal, it could be… have gone from mid and then lost, like, I think it includes all of that.

116 00:10:43.290 00:10:45.079 Robert Tseng: Another question.

117 00:10:46.330 00:10:54.460 Robert Tseng: So, to me, this is like… The numerator, like, is… Meanwhile…

118 00:10:55.150 00:11:15.640 Robert Tseng: Yeah, the, SQL with mid… mid number over the… That’s Well, specifically, like.

119 00:11:16.700 00:11:30.280 Robert Tseng: SQL mid to proposal number over SQL of mid… Right? Like… So, specifically…

120 00:11:30.880 00:11:39.200 Robert Tseng: those that were in mid that went to proposal over everything in that month that was in… that ever went to SQL mid.

121 00:11:40.960 00:11:42.530 Robert Tseng: Okay.

122 00:11:42.530 00:11:46.800 Rico Rejoso: Let me take a look at it, again later, and… direct some of…

123 00:11:46.800 00:11:47.190 Robert Tseng: Yeah.

124 00:11:47.190 00:11:47.770 Rico Rejoso: formula data.

125 00:11:47.770 00:11:53.760 Robert Tseng: This should be… schedule early over…

126 00:11:54.270 00:11:56.589 Robert Tseng: I don’t know what sequential is, maybe?

127 00:11:57.370 00:12:08.120 Robert Tseng: You know exactly what’s going on in the CRF.

128 00:12:09.110 00:12:10.330 Robert Tseng: Adelphones?

129 00:12:10.740 00:12:11.949 Robert Tseng: I was introduced.

130 00:12:12.170 00:12:28.379 Robert Tseng: you can exactly know what’s going on. And again, this is not just having it available.

131 00:12:28.520 00:12:35.899 Robert Tseng: Okay, does that make sense? Yeah. Okay.

132 00:12:35.900 00:12:44.229 Rico Rejoso: Let me edit it after, or update it after this meeting. The second bet that I have is the updating of the SOWs and files that we have.

133 00:12:44.230 00:12:45.140 Robert Tseng: Right.

134 00:12:45.140 00:12:52.070 Rico Rejoso: Because, another thing that we have aligned to, that will align to it is making sure that all the HubSpot deals

135 00:12:53.130 00:12:56.770 Rico Rejoso: corresponds to the SOWs that we will be making are,

136 00:12:56.770 00:12:57.410 Robert Tseng: you broke up.

137 00:12:57.410 00:13:00.830 Rico Rejoso: I mean, from HubSpot to Google Drive to operating

138 00:13:01.250 00:13:06.059 Rico Rejoso: So basically, it’s more of a sales-to-operation transition that we’re coming up with a plan on.

139 00:13:06.600 00:13:11.090 Rico Rejoso: For a smoother process. So that’s, I’m work… that’s what I’m working on.

140 00:13:11.780 00:13:12.490 Rico Rejoso: Oh, right now.

141 00:13:12.490 00:13:12.840 Robert Tseng: circle.

142 00:13:12.840 00:13:16.780 Rico Rejoso: And we’ll also send a message to the sales channel to inform you on how to process.

143 00:13:16.780 00:13:17.670 Robert Tseng: support.

144 00:13:17.670 00:13:19.830 Rico Rejoso: And, white mattress and everything.

145 00:13:19.830 00:13:20.859 Robert Tseng: How do you think?

146 00:13:20.860 00:13:22.070 Rico Rejoso: So those are my two bets for this.

147 00:13:22.070 00:13:30.450 Robert Tseng: Okay, sorry, I didn’t understand the second one. So, it was… okay, there was some… yeah, could you… could you reword that? Like, I didn’t really understand.

148 00:13:30.450 00:13:34.220 Rico Rejoso: The second bet would be the sales operations and delivery process.

149 00:13:34.740 00:13:39.430 Rico Rejoso: So it’s more of, making sure that all our SLW from HubSpot to Drive.

150 00:13:39.430 00:13:40.240 Robert Tseng: to all.

151 00:13:40.240 00:13:43.379 Rico Rejoso: operating, I mean, everything is aligned when it comes to naming convention.

152 00:13:43.380 00:13:44.250 Robert Tseng: professionals.

153 00:13:44.650 00:13:47.370 Rico Rejoso: And processes, yeah. So, it’s just organizing.

154 00:13:47.370 00:14:00.289 Robert Tseng: Okay, yeah, I mean, hopefully that helps you speed up, kind of, the way that you, you know, grab these metrics, and then, yeah, I think Udam is…

155 00:14:00.400 00:14:18.800 Robert Tseng: basically anything that you need to turn into a repeatable data pull, they’ll be able to help you with that. But, yeah, you just have to do the first… you have to do the first pass. Okay, so I’m gonna assume that these are not settled. I’m just gonna hold off on, kind of, this until you give me the green light, and I’m also not gonna finish this until we’re done with that.

156 00:14:19.070 00:14:19.670 Rico Rejoso: Okay, yeah.

157 00:14:19.670 00:14:20.990 Robert Tseng: Yeah.

158 00:14:21.560 00:14:23.610 Robert Tseng: Okay, cool.

159 00:14:24.620 00:14:28.010 Robert Tseng: Alright, let’s move on. Yeah.

160 00:14:28.010 00:14:33.000 Hannah Wang: Yeah, my… My bet was to push on…

161 00:14:33.000 00:14:34.330 Robert Tseng: booths.

162 00:14:34.330 00:14:40.130 Hannah Wang: event-based campaign, so… I think the earlier part of this week was…

163 00:14:40.130 00:14:41.120 Robert Tseng: finalism.

164 00:14:41.120 00:14:44.370 Hannah Wang: launching the… Catalyst.

165 00:14:44.950 00:14:45.380 Hannah Wang: Summit.

166 00:14:45.380 00:14:46.639 Robert Tseng: Wait, wake up.

167 00:14:46.640 00:14:47.160 Hannah Wang: bounce.

168 00:14:48.350 00:14:59.369 Hannah Wang: I spent a good deal of my time doing that. I just did it manually, because I felt like it was faster than setting up a sequence, so we’re seeing some engagement with that, which…

169 00:14:59.370 00:15:03.179 Robert Tseng: It wasn’t surprising, because we knew that eventually.

170 00:15:03.180 00:15:05.510 Hannah Wang: based connections, always.

171 00:15:05.510 00:15:10.220 Robert Tseng: at least they accept it. And so, the next part of that is.

172 00:15:10.760 00:15:11.290 Robert Tseng: 2 pounds.

173 00:15:11.290 00:15:13.869 Hannah Wang: Kind of the nurturing stuff that I did.

174 00:15:13.870 00:15:14.610 Robert Tseng: Yeah, it’s just.

175 00:15:14.610 00:15:17.640 Hannah Wang: Last year, and.

176 00:15:17.640 00:15:18.089 Robert Tseng: as a home.

177 00:15:18.090 00:15:23.760 Hannah Wang: Instead of me doing it, and just using ChatGPT, I’m gonna work with the AI team to.

178 00:15:23.760 00:15:24.430 Robert Tseng: request.

179 00:15:24.430 00:15:25.150 Hannah Wang: tighten up.

180 00:15:25.780 00:15:26.830 Hannah Wang: as the…

181 00:15:26.830 00:15:27.380 Robert Tseng: blessing.

182 00:15:27.380 00:15:34.430 Hannah Wang: messaging that we can use, so I spent a lot of yesterday just, like, fleshing out my thoughts, and then I’m gonna talk with Miranda.

183 00:15:34.620 00:15:35.230 Robert Tseng: Trippin’.

184 00:15:35.230 00:15:38.520 Hannah Wang: Later today, in a couple hours, to,

185 00:15:39.470 00:15:42.799 Hannah Wang: Basically, build, like, a tool or assistant that can help.

186 00:15:42.800 00:15:43.320 Robert Tseng: Finally.

187 00:15:43.320 00:15:47.160 Hannah Wang: Help anyone, like, basically nurture whatever connection request

188 00:15:47.740 00:15:55.670 Hannah Wang: accepted from anyone’s account. So, I really want to make sure that it’s not like a repeat of.

189 00:15:55.670 00:15:56.680 Robert Tseng: of, like.

190 00:15:56.680 00:16:01.309 Hannah Wang: the chat GPT version that I tried last year, because I felt like that was pretty…

191 00:16:01.780 00:16:04.540 Hannah Wang: Ineffective, so just making sure that there’s…

192 00:16:04.540 00:16:05.920 Robert Tseng: It’s like.

193 00:16:05.920 00:16:07.330 Hannah Wang: tight, and…

194 00:16:07.330 00:16:08.010 Robert Tseng: Exactly.

195 00:16:08.010 00:16:12.579 Hannah Wang: like, I think with Cursor and the AI team helping, like, I think it’ll be…

196 00:16:12.580 00:16:13.230 Robert Tseng: Hopefully.

197 00:16:13.230 00:16:14.330 Hannah Wang: Hopefully better, and…

198 00:16:14.490 00:16:15.350 Robert Tseng: There’s…

199 00:16:15.350 00:16:19.989 Hannah Wang: I want to also ensure that there’s, like, a feedback loop and all that stuff, so the agent gets better.

200 00:16:20.590 00:16:23.989 Hannah Wang: Yeah, I’ll… I’ll work with her and the team.

201 00:16:24.480 00:16:30.750 Hannah Wang: And then I’ll basically do, like, trial runs and get your feedback, Robert, on how the messaging is.

202 00:16:30.750 00:16:31.520 Robert Tseng: our proposal.

203 00:16:32.340 00:16:33.100 Robert Tseng: This can be done.

204 00:16:33.100 00:16:33.820 Hannah Wang: Yeah, that’s…

205 00:16:34.960 00:16:41.180 Hannah Wang: I did this week, and then as for, like, the partner-related ones, I kind of held off on thinking about.

206 00:16:41.180 00:16:46.320 Robert Tseng: That… I’m not sure if you talked with Utam about, like, all the parts.

207 00:16:46.320 00:16:47.340 Hannah Wang: partner.

208 00:16:47.340 00:16:48.540 Robert Tseng: Yeah, we talk.

209 00:16:48.540 00:16:49.520 Hannah Wang: Okay.

210 00:16:49.520 00:16:49.930 Robert Tseng: Yep.

211 00:16:49.930 00:16:53.630 Hannah Wang: So the… an event that…

212 00:16:53.630 00:16:54.280 Robert Tseng: afterwards.

213 00:16:54.280 00:16:54.660 Hannah Wang: was…

214 00:16:54.660 00:16:55.120 Robert Tseng: improvement.

215 00:16:55.120 00:16:55.980 Hannah Wang: Kind of queued up.

216 00:16:55.980 00:16:56.320 Robert Tseng: I would.

217 00:16:56.320 00:16:59.060 Hannah Wang: for this month was, like, a coffee try with amplitude.

218 00:16:59.630 00:17:04.690 Hannah Wang: Do you still want me to, like, push that? I feel like it kind of fell off.

219 00:17:04.690 00:17:10.980 Robert Tseng: No, I think we’re done. Hugo’s out as well, so I don’t really think it’s gonna happen. Yeah.

220 00:17:10.980 00:17:12.480 Hannah Wang: Well, I don’t know if Greg was talking with.

221 00:17:12.480 00:17:12.910 Robert Tseng: Amazing.

222 00:17:12.910 00:17:14.480 Hannah Wang: go about it, but yeah, anyway, that…

223 00:17:14.480 00:17:14.980 Robert Tseng: That’s essentially.

224 00:17:14.980 00:17:16.019 Hannah Wang: Makes sense, so…

225 00:17:16.020 00:17:17.200 Robert Tseng: Yeah.

226 00:17:18.099 00:17:18.979 Robert Tseng: I hope you’re missing.

227 00:17:18.980 00:17:21.079 Hannah Wang: Yeah, I’ll just hold off on…

228 00:17:21.089 00:17:21.529 Robert Tseng: It’s what makes.

229 00:17:21.530 00:17:26.799 Hannah Wang: that, and… reorient based on who we want to…

230 00:17:26.800 00:17:27.319 Robert Tseng: degrees.

231 00:17:27.329 00:17:32.380 Hannah Wang: prioritize. Obviously, I know it’s Omni and Snowflake, so… Just keep that in mind.

232 00:17:32.380 00:17:32.940 Robert Tseng: for them.

233 00:17:33.670 00:17:34.790 Robert Tseng: Giving them.

234 00:17:34.950 00:17:37.510 Hannah Wang: But yeah, that was my bit.

235 00:17:38.780 00:17:57.390 Robert Tseng: Okay, cool. Yeah, I mean, I think the tooling is way better than it was 6 months ago, so I think it shouldn’t even be, like, a question if it’s gonna be better. Like, I mean, I’m… I’m shooting out SOWs in, like, 15 minutes, so, like, I… I think… and that, to me, is a much more complicated, like, kind of test than doing initial messaging sequences, so…

236 00:17:57.390 00:18:04.889 Robert Tseng: I’m… I feel very confident that we should do it. Like, I think that my expectation is that it should be… it should be doable. Okay.

237 00:18:04.890 00:18:12.239 Hannah Wang: I… I just… maybe I’m just bad at, like, prompting, but I was… I tried, like, building a mini version, and I was like, okay, give me…

238 00:18:12.240 00:18:12.840 Robert Tseng: Like, the…

239 00:18:12.840 00:18:14.289 Hannah Wang: The nurturing sequences, you would.

240 00:18:14.290 00:18:16.159 Robert Tseng: Yeah, like, just give…

241 00:18:16.160 00:18:17.419 Hannah Wang: Me some, and it felt…

242 00:18:17.420 00:18:18.090 Robert Tseng: When you do this.

243 00:18:18.090 00:18:21.169 Hannah Wang: off again, but yeah, I’ll just work with the AI team.

244 00:18:22.030 00:18:25.280 Hannah Wang: They’re probably better at building systems than I am, so…

245 00:18:25.280 00:18:41.969 Robert Tseng: Yeah, I mean, like, everything ends up becoming a skill… I mean, I think you should just rely on the AI team to teach you how to, like, use our systems. Like, everything should be, like, kind of a skill at this point. The same messaging sequences that we had in Google Sheets before, they’re all uploaded into the platform, so…

246 00:18:42.910 00:18:49.089 Robert Tseng: like, I think it should… and it… there’s no… there’s no, like, you’re not limited in context anymore, like, it’s… we basically.

247 00:18:49.090 00:18:49.460 Hannah Wang: Wait.

248 00:18:49.460 00:18:56.040 Robert Tseng: limited contacts. So, yeah, like, I’m able to synthesize it as a W off of, like.

249 00:18:56.220 00:19:03.880 Robert Tseng: I mean, this is not exactly the same task, but, like, I just want to show, like, that…

250 00:19:04.300 00:19:10.919 Robert Tseng: And the next one says, hey, it’s great for the super nice to see you as well, but maybe I should talk about you. I mean…

251 00:19:11.090 00:19:27.599 Robert Tseng: Okay, the summary is stitched together using, like, all the transcripts that Greg has with his clients. The objectives, like, I had to manually tweak it, I used, like, our planner agent to decide what the objectives are, because I don’t really trust it to decide what those are, like, I think that’s what I need to decide.

252 00:19:27.690 00:19:39.339 Robert Tseng: Then there’s, like, a ROI framework that’s already in there, so this is just, like, a module that just gets run. The work streams, they’re, like, these are pretty crisp work streams. I barely had to touch it.

253 00:19:39.340 00:20:02.770 Robert Tseng: Yeah, I mean, I sent it over to Greg, and he didn’t have anything to… to… to review there. I’ve also kind of built in pricing and team kind of point, like, into it, so I don’t even have to think about pricing anymore. It just, like, spits out pricing based on the model that I already put into it. So, I mean, I don’t know, there’s… to me, this is a document with, like, 8 sections that, like, each one is a separate agent, and, like, a single SOW planning

254 00:20:02.940 00:20:20.729 Robert Tseng: like, orchestrator thing is able to kind of go sequence through all of it, and then put together a doc that probably took me, like, 10 minutes to edit. So… yeah, I mean, we kind of had an idea like this when we were doing campaigns, like, when I was trying to get, Luke and team to be…

255 00:20:20.750 00:20:29.909 Robert Tseng: doing the, campaign planning. I think it can be even better than it was when I… when I showed it… showed it to him then, but, yeah, like…

256 00:20:29.980 00:20:47.719 Robert Tseng: I… I don’t think we need to over-engineer it, it doesn’t need to be a feature in the platform or anything, like, I… I… I think that if it’s… if it’s worth… I think it’s worth taking the time to kind of learn the… learn the system and, like, build something like this,

257 00:20:47.760 00:20:54.050 Robert Tseng: for your use case, which is, I think I… yeah, anyway, so… I, I, I…

258 00:20:54.210 00:20:59.729 Robert Tseng: yeah, I… if you… if you need, like, help, like, maybe bring… bring B into the conversation.

259 00:20:59.900 00:21:15.860 Robert Tseng: he’s doing learning and development, he has some… he has more context there. Just based off of what I’m seeing from Miranda, she’s, like, not getting it as fast as… as B does, so I don’t… I don’t… I’m not… I’m like… I don’t want you guys to just be kind of spinning your wheels on this, because, like, I…

260 00:21:15.900 00:21:20.630 Robert Tseng: I think it should be doable within, like, a day, in my opinion.

261 00:21:22.980 00:21:23.750 Hannah Wang: It’s not like a…

262 00:21:23.750 00:21:29.230 Robert Tseng: It’s basically, like, an agent that I’m…

263 00:21:29.230 00:21:30.219 Hannah Wang: Requesting to be billed.

264 00:21:30.930 00:21:31.530 Hannah Wang: Not, like.

265 00:21:31.530 00:21:33.760 Robert Tseng: Or…

266 00:21:33.820 00:21:35.890 Hannah Wang: Sorry, I’m, like, not very tech-.

267 00:21:35.890 00:21:42.520 Robert Tseng: Yeah, I think you can decide on, like, what you want the outputs to be, but the outputs are, like.

268 00:21:43.670 00:21:52.629 Robert Tseng: Like, I think just, I mean, if we need to do this exercise in Miranda, that’s fine, but I kind of think that you can…

269 00:21:52.830 00:21:56.709 Robert Tseng: Looks like this whiteboard here or something.

270 00:22:02.870 00:22:20.600 Robert Tseng: Oh, what is this? Oh, this is what I tried to give to Luke.

271 00:22:20.600 00:22:23.530 Robert Tseng: International.

272 00:22:23.730 00:22:24.530 Robert Tseng: That’s his name.

273 00:22:24.530 00:22:28.749 Hannah Wang: You can check out lead nurturing sequences, that’s where I updated my flow.

274 00:22:28.750 00:22:32.269 Robert Tseng: Yeah. Big round of applause.

275 00:22:36.470 00:22:47.969 Robert Tseng: Yeah, I mean, this workflow makes sense, so it’s like, okay, how much of it is going to be, like, run automatically, versus, like, where does, like, the human need to actually send a message? So…

276 00:22:48.240 00:22:50.109 Robert Tseng: I see.

277 00:22:50.650 00:22:56.420 Robert Tseng: I mean… I think… Andrew… I was… I think I…

278 00:22:57.970 00:23:16.870 Robert Tseng: I’m not sure, like, at what level to communicate this at, because, like, I tried to communicate the outcome. I could… I could do the whole… I could just do the system design as well, if you want, like, I… or do you want me to do the steps? Like, I… Like, is… is there… like, where can I be helpful? Like, I don’t want to just, like… I just say things, it’s just noisy, I think.

279 00:23:21.250 00:23:24.649 Robert Tseng: I don’t even know where my message is anymore at this point.

280 00:23:25.860 00:23:27.010 Hannah Wang: It’s in marketing.

281 00:23:27.270 00:23:28.100 Robert Tseng: Oh, okay.

282 00:23:29.860 00:23:34.099 Robert Tseng: Cool. Alright, Jonathan? Yeah, so, like, step one is, like.

283 00:23:34.480 00:23:37.870 Robert Tseng: Based off of the, like, lists…

284 00:23:38.780 00:23:42.240 Robert Tseng: you have the ex… in HeyReach, you have the campaign.

285 00:23:42.310 00:23:57.930 Robert Tseng: You have all the connections there. You know who has accepted, who hasn’t. I don’t know how you scored, this event list that you just gave me. I thought that was a decent presentation of it, like, there is a little bit of qualification going on here.

286 00:23:57.930 00:24:07.679 Robert Tseng: And you’re signaling to me, who do I actually need to go talk to? I’ve already… and then I’ve created a column to me, I’m gonna go and check down the list, I’m gonna hit all these people while I’m here. So you kind of just have to, like.

287 00:24:07.900 00:24:23.490 Robert Tseng: think of that for, like, just a purely LinkedIn-based thing, right? So, maybe the first layer is that you just get the entire list, you’re qualifying them on, like, who’s worth… who do we follow up with, and then it has, like, it either spits out maybe, like, what the first message is.

288 00:24:23.490 00:24:29.880 Robert Tseng: And you can just have somebody go in and manually, like, send, send them, going down the list, just go edit, send.

289 00:24:29.880 00:24:39.300 Robert Tseng: And just kind of do that. Or… I don’t think there is a way to really write back into the LinkedIn platform right now, so that’s probably where you’ll… where you’ll have to do… you’ll have to do that.

290 00:24:39.680 00:24:40.100 Hannah Wang: Yeah.

291 00:24:40.100 00:24:45.009 Robert Tseng: And… yeah, I think after that, it’s kind of like.

292 00:24:45.080 00:24:59.700 Robert Tseng: the… if they respond, maybe you only monitor it, like, every 2 days or something. You’re, like, trying to catch, like, which ones are actually converting to SQL, and, like, you’re sending that second message. So, I really think that the output could just be a spreadsheet. It’s just, like, a kind of a…

293 00:24:59.700 00:25:12.540 Robert Tseng: I mean, we’re calling it a play table. I don’t really… it’s not really a play table at this point. I think just a… a spreadsheet by campaign with the same kind of, like… I just… I just… I see a table, and, there’s, like.

294 00:25:12.540 00:25:20.879 Robert Tseng: one sweep that you do to send all the first messages, and then you have another one that’s catching all the responses to see if you can drive them towards being SQL.

295 00:25:21.330 00:25:22.050 Hannah Wang: Yeah.

296 00:25:22.240 00:25:24.479 Robert Tseng: Yeah, I think that’s… I think that’s it.

297 00:25:24.480 00:25:27.920 Hannah Wang: Okay. I mean, that’s what I was doing last year.

298 00:25:28.270 00:25:29.879 Hannah Wang: Anyway, so, like…

299 00:25:29.880 00:25:31.560 Robert Tseng: I think…

300 00:25:31.560 00:25:32.200 Hannah Wang: I don’t even…

301 00:25:32.200 00:25:33.889 Robert Tseng: development with ADV.

302 00:25:33.890 00:25:34.830 Hannah Wang: Like, I feel like I don’t…

303 00:25:34.830 00:25:36.020 Robert Tseng: our sessions.

304 00:25:36.020 00:25:36.440 Hannah Wang: me.

305 00:25:36.440 00:25:38.940 Robert Tseng: collaborate and exchange ideas about…

306 00:25:38.940 00:25:39.339 Hannah Wang: I don’t…

307 00:25:39.340 00:25:39.870 Robert Tseng: identify.

308 00:25:39.870 00:25:45.050 Hannah Wang: Maybe I don’t need to talk to Miranda, like, I’ll just try to put something together.

309 00:25:45.050 00:25:45.400 Robert Tseng: on the.

310 00:25:45.400 00:25:46.409 Hannah Wang: And then, like.

311 00:25:46.410 00:25:47.389 Robert Tseng: Do you feel comfortable.

312 00:25:47.390 00:25:50.740 Hannah Wang: Just run by the messages with you?

313 00:25:50.740 00:25:51.490 Robert Tseng: forward to it.

314 00:25:51.490 00:26:01.510 Hannah Wang: I can basically… I know cursor has, like, contacts and stuff, so I’ll just tell it to be, like, oh, if I need to qualify, if this person needs to be talked to, I’ll just be like, oh, based on our ICP.

315 00:26:01.510 00:26:05.070 Robert Tseng: Like, within this platform, like, helped me.

316 00:26:05.070 00:26:05.620 Hannah Wang: And then…

317 00:26:05.620 00:26:06.620 Robert Tseng: donation to.

318 00:26:06.620 00:26:12.060 Hannah Wang: Yeah, maybe I just needed… I don’t know, yesterday I was just looking at the sample messages that it sent me, and it felt.

319 00:26:12.060 00:26:12.770 Robert Tseng: Okay.

320 00:26:12.770 00:26:18.120 Hannah Wang: like, basically what I was doing last year, and I felt like that was not very… effective, but…

321 00:26:18.120 00:26:18.560 Robert Tseng: Oh, boy.

322 00:26:18.560 00:26:20.719 Hannah Wang: I can give it another go, and then…

323 00:26:22.350 00:26:25.109 Hannah Wang: Like, do a session with you, and then maybe…

324 00:26:25.110 00:26:26.390 Robert Tseng: You know, go to the hunting.

325 00:26:26.390 00:26:40.419 Hannah Wang: Yeah, because I’m just gonna… I think at this point, like, I’m just gonna talk to Cursor and be like, for this ICP, like, what should I say? Or for this person, like, what should I say? What should the nurturing sequence be? And then just, like, manually send out messages, like, that’s fine with me.

326 00:26:40.420 00:26:44.399 Robert Tseng: Yeah, but is it gonna know the position? Is it gonna know the company? Like, like…

327 00:26:44.780 00:26:45.430 Hannah Wang: Yeah.

328 00:26:45.700 00:26:50.450 Robert Tseng: Yeah, like, so… I think there were still, like, a couple gates here, like…

329 00:26:50.450 00:26:51.100 Hannah Wang: Huh.

330 00:26:51.100 00:27:01.159 Robert Tseng: This qualification is a gate, like, some process needs to be run so that you can just dump names, and it’ll spit out, kind of, like, a more rich data set.

331 00:27:01.790 00:27:18.629 Robert Tseng: And then the second gate is, like, it’s electing which sequence to use. I mean, maybe there just aren’t enough sequences that are built into the platform, so you… you do have to write a few manual sequences in order to do it. But, like, why the SOW agent works well is because I’ve loaded it with, like, a few good examples, and…

332 00:27:18.630 00:27:28.360 Robert Tseng: now every time it spits one out, it kind of puts it into the SW kind of, like, repo, and I think it just is getting better and better. So, like.

333 00:27:28.580 00:27:32.999 Robert Tseng: And, like, I… and whenever, like, I run into a pricing situation that’s, like.

334 00:27:33.110 00:27:47.799 Robert Tseng: that’s not… that we’ve never encountered before, so, like, milestone versus retainer, then I’m, like, making an adjustment, just also in the course of telling it to, hey, change the pricing when we run into this situation, like, give two options, milestone and retainer.

335 00:27:47.900 00:28:02.950 Robert Tseng: And then it’s… I mean, I’m trusting that the next time I run into the same situation, it’s going to give me pricing on the right framework. So, like, that’s… there’s no, like, automatic feedback loop. I am the feedback loop. You know, the more I use it, the more I’m telling it how to improve.

336 00:28:03.670 00:28:11.009 Hannah Wang: And then you, like, push all those… like, I’m assuming it makes changes in some markdown, and you, like, push it to GitHub, and so it’s, like.

337 00:28:11.010 00:28:25.030 Robert Tseng: dated, right? Yeah, and you don’t have to worry about that, you can just… you can just… I mean, every PR needs to be reviewed by the AI team anyway, so you can just, like, tag UTOM or whatever, and they can review it if you don’t feel comfortable shipping it, but, yeah.

338 00:28:26.240 00:28:26.760 Robert Tseng: Up there.

339 00:28:26.760 00:28:37.540 Hannah Wang: And then, can I just, like, short-circuit talking to Miranda and talk to someone on the AI team? I feel like she may be not onboarded enough, and I don’t want to, like, explain all of this.

340 00:28:37.540 00:28:39.479 Robert Tseng: I don’t think… I don’t think you have to go through Miranda.

341 00:28:39.690 00:28:41.810 Hannah Wang: Okay,

342 00:28:42.520 00:28:50.170 Hannah Wang: Sam… is Sam still, like, the lead? Or… I don’t want to waste his time either, so, like, who do you think I should go after?

343 00:28:50.170 00:28:54.719 Robert Tseng: I think you should just talk to Utah.

344 00:28:54.720 00:28:56.000 Hannah Wang: Ugh, okay.

345 00:28:56.350 00:28:56.760 Robert Tseng: Yeah.

346 00:28:56.760 00:29:00.239 Hannah Wang: Okay. Cause I don’t… I don’t want to spend…

347 00:29:00.560 00:29:07.440 Robert Tseng: The only one who’s developing on the platform is really Utah at this point. Okay. Like, if you look at it, 80% of the PRs are from him, and then I do some stuff.

348 00:29:07.570 00:29:17.950 Robert Tseng: And it’s just me and him, and maybe, like, occasionally Sam will throw something in there that, like, is… he’s adding guardrails, but he’s not… he’s not really doing feature development, he’s just doing, like, the background.

349 00:29:18.160 00:29:26.969 Hannah Wang: Okay, yeah, I… because I… he can… Uten can probably do what I… what takes me, like, a day and, like, a minute, so… I’ll just talk with him.

350 00:29:26.970 00:29:29.499 Robert Tseng: But that’s okay, because it’s, like…

351 00:29:30.200 00:29:38.120 Robert Tseng: I think it’s better if you learn how to build your own skills, because then, you know, when we get to the point where you need to transition things off your plate, then, like.

352 00:29:38.120 00:29:38.529 Hannah Wang: feel like.

353 00:29:38.530 00:29:41.540 Robert Tseng: You can actually do that instead of, like.

354 00:29:41.700 00:29:44.520 Robert Tseng: I don’t know, which is, I think, the common thing is…

355 00:29:44.700 00:29:55.050 Robert Tseng: people get stuck, and then they just, like, chuck over… just chuck it back over, and then we have to figure out where… where things are, and it’s… it’s like… I mean, I don’t know, this is a little bit backwards for us.

356 00:29:55.450 00:29:56.250 Hannah Wang: Okay.

357 00:29:56.390 00:30:01.280 Hannah Wang: Yeah, I can give it a shot, and then just talk with Uten, be like, can you help me?

358 00:30:01.280 00:30:12.169 Robert Tseng: Yeah, if anything’s taking you more than, like, a couple hours, then I think you should just consider yourself stuck, and you should ask for help. You can ask for help earlier, like, but yeah, I think it’s…

359 00:30:12.360 00:30:17.379 Robert Tseng: I think it’s worth you kind of figuring… figuring that… figuring it out.

360 00:30:17.540 00:30:25.560 Robert Tseng: I am… I am actively trying to get somebody else on… on the team, that’s the last thing I’ll say before I jump off. So, like…

361 00:30:26.170 00:30:35.870 Robert Tseng: I mean, I’m trying not to give you too many of these types of projects, but, like, I guess when there is, like, a step that I just need help with, because I’m doing it manually as well,

362 00:30:36.120 00:30:43.959 Robert Tseng: I would just appreciate if somebody else just kind of took that on and tried to make it a little bit more streamlined. Yeah.

363 00:30:43.960 00:30:44.530 Hannah Wang: Yeah.

364 00:30:45.480 00:30:46.409 Hannah Wang: Yeah, and just…

365 00:30:46.410 00:30:52.249 Robert Tseng: I just don’t feel like I have the time to do MQL qualification, because I have to balance, like, 20 leads right now.

366 00:30:52.250 00:31:01.699 Hannah Wang: Sure, yeah, I feel like it. I’m happy to help, I just feel imposter syndrome, so that’s… that’s my main thing, but yeah.

367 00:31:01.700 00:31:14.499 Robert Tseng: Okay, but yeah, I mean, ask, ask B. B knows it, B gets it, like, and, yeah, he’s, he’s the learning… he’s in charge of learning development now, so, that’s, that’s his OPR. He needs to, he needs to help people use these, use these tools.

368 00:31:14.690 00:31:20.859 Hannah Wang: Okay. Yeah. Okay, yeah, I’ll try. Give me, like, a couple of days to try.

369 00:31:20.860 00:31:25.479 Robert Tseng: Yeah, yeah, no worries. I’m… I’m not in a rush to do this. I think,

370 00:31:25.840 00:31:33.420 Robert Tseng: Yeah, I mean, if I… if I get around to it and it’s not there, then I’m just gonna… I’m gonna push it through anyway, but yeah.

371 00:31:34.340 00:31:36.219 Hannah Wang: Okay, yeah, I’ll do that then.

372 00:31:37.410 00:31:46.400 Robert Tseng: Alright, well, I think that’s it. Jarrell’s not here, and, you know, I don’t think he hit his, I don’t think he hit his bets, so not a… not a great sign.

373 00:31:46.610 00:31:48.550 Robert Tseng: But we’ll… I’ll talk to them separately.

374 00:31:49.570 00:31:52.770 Hannah Wang: Okay. Okay. Sounds good. Bye.