Meeting Title: Amble and Eden Project Sync Date: 2026-04-07 Meeting participants: Robert Tseng, Jasmin Multani
WEBVTT
1 00:00:00.970 ⇒ 00:00:01.930 Robert Tseng: Obviously.
2 00:00:02.500 ⇒ 00:00:03.229 Robert Tseng: It comes out.
3 00:00:24.020 ⇒ 00:00:25.050 Jasmin Multani: Hey, Robert.
4 00:00:25.580 ⇒ 00:00:27.489 Robert Tseng: Hey. Sorry, I’m late.
5 00:00:27.780 ⇒ 00:00:29.379 Robert Tseng: Out another call?
6 00:00:29.600 ⇒ 00:00:34.009 Jasmin Multani: No, it’s all good. I thought there was something going on with my… with my access or something.
7 00:00:34.330 ⇒ 00:00:35.859 Robert Tseng: Oh, yeah, no, no. Okay.
8 00:00:36.980 ⇒ 00:00:37.639 Jasmin Multani: How’s it going?
9 00:00:38.590 ⇒ 00:00:42.770 Robert Tseng: It’s, kind of a crazy week, but…
10 00:00:43.060 ⇒ 00:00:45.980 Robert Tseng: Yeah, just feel like just trying to…
11 00:00:46.430 ⇒ 00:00:50.320 Robert Tseng: Started Q2, just push things along,
12 00:00:51.630 ⇒ 00:00:59.199 Robert Tseng: Yeah, weekend was good. It’s Easter weekend. It’s typically an important holiday for me and my wife, and
13 00:00:59.780 ⇒ 00:01:02.879 Robert Tseng: Yeah, but I guess.
14 00:01:03.910 ⇒ 00:01:11.939 Robert Tseng: Yeah, I’m just… I’m just, like, locked in right now. I’m just, like, only focused on pushing things forward, so… I haven’t really, like…
15 00:01:12.360 ⇒ 00:01:15.649 Robert Tseng: I feel like I’ve been… I’ve been grinding pretty hard the past few days.
16 00:01:16.370 ⇒ 00:01:19.509 Jasmin Multani: Oh, wow. Yeah, even the weekend. Okay.
17 00:01:20.540 ⇒ 00:01:24.809 Robert Tseng: Yeah, yeah, I mean, we’re talking about I work weekends, like, there’s just… there’s no way around it.
18 00:01:28.540 ⇒ 00:01:31.209 Robert Tseng: Cool. I think,
19 00:01:32.260 ⇒ 00:01:42.320 Robert Tseng: I didn’t have an agenda for this particular call, like, completely fleshed out. I think just wanted to set up this recurring time. I had a couple things that I highlighted that I would like to
20 00:01:42.430 ⇒ 00:01:45.150 Robert Tseng: Kind of slowly bring you into.
21 00:01:45.600 ⇒ 00:01:48.670 Robert Tseng: And then… yeah, I guess…
22 00:01:49.040 ⇒ 00:01:52.590 Robert Tseng: Probably moving forward, we could have that more structure for, like.
23 00:01:52.740 ⇒ 00:01:59.690 Robert Tseng: Ideally, this is a time that you can bring… bring staff to kind of talk… talk to… discuss with me. But yeah, I think…
24 00:02:00.510 ⇒ 00:02:01.830 Robert Tseng: As far as, like.
25 00:02:02.200 ⇒ 00:02:16.030 Robert Tseng: my objective is to try to get you ramped up to the things that I feel like you haven’t, fully ramped up on. And so, I think the first thing is with…
26 00:02:16.970 ⇒ 00:02:20.939 Robert Tseng: I’m sorry, I need to jump back to the Slack messages, like, I…
27 00:02:21.130 ⇒ 00:02:21.919 Jasmin Multani: You’re going.
28 00:02:21.970 ⇒ 00:02:25.220 Robert Tseng: In front of me, I don’t remember what I was… Thanks.
29 00:02:27.310 ⇒ 00:02:30.779 Jasmin Multani: I can spin up a one-on-one doc, so we can… Yeah.
30 00:02:33.340 ⇒ 00:02:42.380 Robert Tseng: It’s a smooth… Delivery needs…
31 00:02:42.730 ⇒ 00:02:51.399 Robert Tseng: Okay, yeah, so, yeah, let’s just start here. So we’ll cover Amble, and then we’ll cover Eden, and then I think that’s all we’ll have time for.
32 00:02:52.120 ⇒ 00:02:54.940 Robert Tseng: So, I will share my screen.
33 00:02:55.250 ⇒ 00:03:01.110 Robert Tseng: Amble is, like, early-stage client, early as in the past month.
34 00:03:01.220 ⇒ 00:03:11.270 Robert Tseng: The structure is that… I am the CSO there, for now, and then, Zoran was the SL.
35 00:03:11.830 ⇒ 00:03:17.390 Robert Tseng: Zoran was pretty much just doing his scope of work. I brought in Amber,
36 00:03:18.080 ⇒ 00:03:26.549 Robert Tseng: Three weeks ago, to start to do continual discovery, so that we could go for, like, a renewal and expansion.
37 00:03:26.820 ⇒ 00:03:33.289 Robert Tseng: So, I think this is something that, like, every time a new client starts.
38 00:03:33.490 ⇒ 00:03:36.880 Robert Tseng: no matter what they’re on, like, I want…
39 00:03:38.050 ⇒ 00:03:50.729 Robert Tseng: not every SL, but, like, specifically for strategy SL, which is kind of where I see you right now, we need to be looking for opportunities to win… to win business on that… on that particular account.
40 00:03:50.870 ⇒ 00:03:57.900 Robert Tseng: So, Amble didn’t start off as a strategy account, it started off as a tracking… tagging and tracking account.
41 00:03:58.110 ⇒ 00:04:07.169 Robert Tseng: But I think there’s a lot of strategy opportunity there, so I gave Amber some pointers on, like, what she should go dig into, and she put together this deck.
42 00:04:07.330 ⇒ 00:04:17.890 Robert Tseng: I thought her, first discovery… I thought this outline was good. I think this was helpful, because I’m scheduling a renewal conversation with them tomorrow.
43 00:04:18.140 ⇒ 00:04:29.150 Robert Tseng: And I need to be able to present to them, these are our findings, these are the next recommendations, we would like to keep working with you, like, put us on retainer, or, like, give us
44 00:04:29.150 ⇒ 00:04:46.719 Robert Tseng: like, let’s scope out another, like, fixed scope of work to go forward with. So, I think this is, like, kind of related to delivery source opportunities that Tom was maybe mentioning to the CSOs and delivery leads. But yeah, I want this to be more, kind of, like, just like, as soon as a new client starts.
45 00:04:46.720 ⇒ 00:04:49.360 Robert Tseng: From day one, like.
46 00:04:49.510 ⇒ 00:04:57.140 Robert Tseng: You should be thinking about what’s… what are the opportunities for the next, for the next, engage… for the next contract, and…
47 00:04:57.800 ⇒ 00:04:59.540 Robert Tseng: Like, how do you…
48 00:04:59.980 ⇒ 00:05:06.540 Robert Tseng: like, what are the things that need to happen for us to get there? Because right now, I think it’s very much just, like.
49 00:05:06.960 ⇒ 00:05:08.270 Robert Tseng: I’ll point out…
50 00:05:08.310 ⇒ 00:05:18.099 Robert Tseng: there’s an opportunity here, somebody go look into it, I’ll give you some pointers, you dig into it, and then, like, we have this very ad hoc back and forth.
51 00:05:18.100 ⇒ 00:05:30.760 Robert Tseng: Until we’re, like, scrambling to the finish line, where Amble’s contract technically ends this week, and we haven’t actually secured the next contract yet, which is not great. I would like to have secured it two weeks in advance, but…
52 00:05:30.760 ⇒ 00:05:39.239 Robert Tseng: I was just kind of occupied on other things. So, yeah, I think the gap is that I think Amber started off well here, but then, like.
53 00:05:39.240 ⇒ 00:05:44.900 Robert Tseng: You know, she gave me this, like, 30, you know, slide deck that wasn’t polished enough that, like.
54 00:05:45.040 ⇒ 00:05:59.109 Robert Tseng: I only found the first 4 slides to be relevant. Like, I can still take this and do the dance, and like, I mean, I have some talking points that I will try to steer the conversation in, but the best outcome that I can get out of this is, like.
55 00:05:59.200 ⇒ 00:06:06.779 Robert Tseng: Is just to ask for a retainer renewal, because it’s not clear enough exactly what we’re going to be doing.
56 00:06:06.890 ⇒ 00:06:12.359 Robert Tseng: I can’t fix… I can’t… I can’t fix Priceless. This is, like, it’s way too open-ended.
57 00:06:12.390 ⇒ 00:06:22.740 Robert Tseng: But I think that’s just, like, the limit of, like, what… what Amber can do. So, and that… and I… I will… I will sell whatever I can, but, like, that… I’m just kind of…
58 00:06:22.740 ⇒ 00:06:37.430 Robert Tseng: laying that out, like, this is, like, this is, like, where… where we’re at with it, and the pitch is tomorrow. So, I think you should take a look at this deck. I add… I added you to the channel, and you should have access to everything at this point.
59 00:06:37.650 ⇒ 00:06:53.260 Robert Tseng: But I will also drop it in the… oh, no, it’s already in here, so I think you should already have access to it. Yeah, so I mean, I’ll just pause there, see what kind of… try to wrap your head around it. I know it’s your first time looking at this. But yeah, we can…
60 00:06:53.270 ⇒ 00:06:58.450 Robert Tseng: I just want to at least have, like, spend some time talking about this.
61 00:06:59.200 ⇒ 00:07:01.320 Jasmin Multani: So…
62 00:07:02.020 ⇒ 00:07:13.670 Jasmin Multani: I had this, this is just talking about benchmarking performance against peers. What were Amber’s suggestions for next steps with the data that she had?
63 00:07:14.500 ⇒ 00:07:33.710 Robert Tseng: Yeah, I think they’re here. So, like, I gave her the… where she should look. So, Ample is a very similar type of business to Eden, they’re a direct competitor, and I think there are plenty of other big GLP-1 companies that are doing over $100 million in revenue each, and I want to be able to basically rinse and repeat and do the same thing for… across…
64 00:07:33.710 ⇒ 00:07:35.020 Robert Tseng: Across other brands.
65 00:07:35.920 ⇒ 00:07:42.270 Robert Tseng: by benchmarking. I mean, not the way I would have phrased it, but, like, she’s basically just…
66 00:07:42.500 ⇒ 00:07:56.419 Robert Tseng: taking what she knows about Eden’s business, and then trying to evaluate Ample’s performance, and to, you know, give me some talking points about, like, hey, Amble, you’re not doing well in certain areas, you’re over-indexed on
67 00:07:56.650 ⇒ 00:08:03.610 Robert Tseng: just this particular drug that drives 60% revenue. If you know enough about the space, like.
68 00:08:03.860 ⇒ 00:08:05.160 Robert Tseng: Well, yeah, I mean, it’s like…
69 00:08:05.390 ⇒ 00:08:13.139 Robert Tseng: this is a very risky portfolio. The revenue trends are showing that, like, every time you release new products, they’re all related to the same thing, and so, like.
70 00:08:13.210 ⇒ 00:08:30.479 Robert Tseng: the, you know, increment… like, overall, their business is shrinking, because, like, you’re just cannibalizing on yourself over and over again. You’re just sending… you’re just creating new versions of terzepatide over and over again. That’s basically what they’re doing. So, they hit a peak, maybe early last year, and then their overall revenue is starting to dip.
71 00:08:30.590 ⇒ 00:08:39.359 Robert Tseng: And, like, compared to Eden, they don’t retain customers as much. So, those are really kind of, like, the big… the most compelling points that I feel like are in here. You can…
72 00:08:39.480 ⇒ 00:08:43.130 Robert Tseng: you can probably sit with it more, but, I think it’s, like.
73 00:08:43.330 ⇒ 00:08:57.769 Robert Tseng: launch better products, or, like, launch more diversified products, drive better repeat purchases, do some product, like, do some margin analysis to, to, you know, you’re at 48% gross margin,
74 00:08:57.900 ⇒ 00:09:11.240 Robert Tseng: or whatever, like, I think what Eden’s gross margin is, you know, and there’s some opportunity to do something better there. And then, like, marketing spend efficiency, this is more related to Zoran’s work, and so…
75 00:09:11.560 ⇒ 00:09:11.960 Jasmin Multani: I mean.
76 00:09:11.960 ⇒ 00:09:21.190 Robert Tseng: I’m just gonna share more findings that we found from, like, the work that you set up there. But those are really kind of the high-level areas that I’ll probably touch on with them tomorrow.
77 00:09:21.530 ⇒ 00:09:23.460 Jasmin Multani: Yeah,
78 00:09:24.830 ⇒ 00:09:31.020 Jasmin Multani: So, it sounds like the first one will give them the biggest bang for their buck, but it’s gonna take a long time, right?
79 00:09:31.540 ⇒ 00:09:32.650 Robert Tseng: Yeah.
80 00:09:32.650 ⇒ 00:09:35.899 Jasmin Multani: So, how does that process look like? So, Amble…
81 00:09:36.650 ⇒ 00:09:40.659 Jasmin Multani: is able to create its own drug versions, or…
82 00:09:41.320 ⇒ 00:09:44.979 Jasmin Multani: I’m not clear about, like, what they own, specifically.
83 00:09:45.900 ⇒ 00:09:51.350 Robert Tseng: Yeah, so, I mean, all of these GLP-1 companies, they’re all just, like, compounded,
84 00:09:51.520 ⇒ 00:09:56.619 Robert Tseng: They’re all compound drugs, so, like, they… these are the different,
85 00:09:58.510 ⇒ 00:10:07.590 Robert Tseng: active ingredients, they’re all basically similar to… they’re all different versions of the same thing. They’re all… it’s all weight loss related.
86 00:10:07.890 ⇒ 00:10:13.740 Robert Tseng: I mean, Amber spent some time there and kind of understood, like, what are the different product offerings.
87 00:10:13.810 ⇒ 00:10:30.610 Robert Tseng: All they’re doing is, like, taking Terzepatide, adding B12, adding NAD, adding, like, different, like… it’s just, like, the base… the base formula is the same, and they’re just, like, mixing in new additives. And that’s, like, their… what they’re doing for a bunch of new products currently.
88 00:10:30.960 ⇒ 00:10:34.919 Robert Tseng: Yeah, I mean, it’s… it’s just a way…
89 00:10:37.430 ⇒ 00:10:56.990 Robert Tseng: Well, you know, if your product mix is too similar, then, like, every time you launch a new product, you’re just gonna be eating into your own sales, and I think the data clearly shows that. So, and, like, Cerzepatide has pretty much hit its peak. I don’t think it’s the most popular drug anymore. Like, they can keep launching new versions of this, but, like, it’s not gonna be any… it’s not gonna be any better, so…
90 00:10:56.990 ⇒ 00:11:10.459 Robert Tseng: Yeah, like, I don’t think we have a recommendation of what products that they should launch next. I mean, we have ideas based off of, like, other companies we’ve worked with in the space, but that’s… I don’t think that’s really the point. The point is just we want to…
91 00:11:10.510 ⇒ 00:11:13.020 Robert Tseng: Help them to… wipe.
92 00:11:13.750 ⇒ 00:11:26.900 Robert Tseng: assess the risk of sticking with just their current product… product mix, or whatever it is. Like, I don’t think I need to tell them what products to launch. I’m just kind of assessing their business.
93 00:11:27.680 ⇒ 00:11:30.959 Jasmin Multani: Okay, assessing the risk itself…
94 00:11:31.130 ⇒ 00:11:36.760 Jasmin Multani: Yeah. And you’re asking me to point out, like, which metrics that we could pitch to them for…
95 00:11:37.040 ⇒ 00:11:55.309 Robert Tseng: Oh, not… no, not even… not… not even right now. I think, I don’t… yeah, I’m not gonna involve you on… on this pitch tomorrow, like, I think it’s too short notice and you don’t know anything about Ample’s business. So I think I’m just trying to show you, like, this is how I typically do expansions,
96 00:11:55.770 ⇒ 00:11:56.940 Robert Tseng: like, we…
97 00:11:57.620 ⇒ 00:12:11.649 Robert Tseng: when we get into a client, like, they give us a very narrow slice of their business, but we have access to all this other data, so we start to poke around, and, like, I’m just building, like, a top-down view of, like, where the areas of opportunity are.
98 00:12:11.680 ⇒ 00:12:22.960 Robert Tseng: So, I mean, I could… I could tell you, like, a 3-6 month roadmap of, like, what this would be. Like, I could… I could describe, like, what I would… what I would do, if that’s something that they’re interested in.
99 00:12:23.050 ⇒ 00:12:39.109 Robert Tseng: Yeah, I mean, same thing with repeat purchases. This is, like, kind of bolstering their lifecycle marketing engine. Like, they need to take, like, the customer profiles, model that we’ve built for them from the enhanced tagging and tracking. We’re able to enrich it with more data.
100 00:12:39.170 ⇒ 00:12:50.830 Robert Tseng: And then it needs to be able to, like, they need to trigger, like, a series of, like, messaging sequences that, like… I mean, we’ve run this playbook a few times, so, like, I don’t know…
101 00:12:51.000 ⇒ 00:12:53.129 Robert Tseng: Why, like, what, what that would be.
102 00:12:53.250 ⇒ 00:12:55.370 Robert Tseng: So, I could tell them, like.
103 00:12:55.960 ⇒ 00:13:12.839 Robert Tseng: hey, right now, your repeat purchase to new order purchase ratio is… is… is too low, you could… you could definitely drive more repeat purchases if you’re… if you’re using this particular segment, if you’re, like, you know, and… and I… and I can… I can diagnose those things.
104 00:13:13.130 ⇒ 00:13:18.269 Robert Tseng: On the product margin side, it’s more… this is more of a financial analysis. It’s like.
105 00:13:19.060 ⇒ 00:13:24.200 Robert Tseng: your gross margin is X percent. If you’re not able to accurately measure that.
106 00:13:24.200 ⇒ 00:13:40.010 Robert Tseng: You need to go and, like, you need to… you need to be able to get all the inputs so you have a true gross margin, and then you have to… then you have to look at, like, which… what the opportunities are to… to optimize for… for better pricing, or for better COGS, or for better pricing.
107 00:13:40.010 ⇒ 00:13:47.929 Robert Tseng: like, I don’t know, I feel like I’m just, like, kind of saying the same thing, just in a little more detail, but, like, to me, each of these work streams is, like, 3 to 6 months, like, and…
108 00:13:47.930 ⇒ 00:14:05.220 Robert Tseng: depending on how they react on the call tomorrow, I could… I could turn that into a proposal, that I’m gonna put in front of them. Like, that’s… that’s basically what it is, and if they want to stack multiple areas, then that just, like, kind of… that helped… that gives me some more direction on how I should price… price the next, the next,
109 00:14:06.150 ⇒ 00:14:07.399 Robert Tseng: the next contract.
110 00:14:07.780 ⇒ 00:14:24.730 Jasmin Multani: Yeah, yeah, and I’d also want to, just to have a more strategic lens, I’d also want to ask, like, are they sending these over just to customers, or are they sending these over directly to nurses who are traveling nurses? I know LA has a lot of,
111 00:14:26.160 ⇒ 00:14:38.249 Jasmin Multani: recently popped up stores where people can just pop in after their bachelor party and get a drip, and get some sort of injection for NAD pluses.
112 00:14:38.420 ⇒ 00:14:49.530 Jasmin Multani: So that’s more of a lifestyle, but… Maybe you can ask on… How the dosages Over… over months.
113 00:14:49.720 ⇒ 00:14:51.339 Jasmin Multani: Could that help, or…
114 00:14:51.680 ⇒ 00:14:56.619 Jasmin Multani: But I also haven’t… I also need to, like, look more into Amble itself. Yeah, I’m just rambling right now.
115 00:14:56.940 ⇒ 00:15:02.959 Robert Tseng: Yeah, no, all good. I think, like, yeah, they’re a direct consumer business, purely. They’re not like Eden, they don’t have…
116 00:15:03.000 ⇒ 00:15:22.040 Robert Tseng: health club, they don’t have their own pharmacy, so they’re… they’re a little bit more supply-constrained in terms of, like, what they can distribute to customers. Like, they’re… they’re… I mean, they’re a bigger business than you did, but they just, like… but they… they did it by just winning at Terzepatide. Like, that’s… that’s pretty much all they do, direct-to-consumer Gerzepatide, so…
117 00:15:22.070 ⇒ 00:15:32.980 Robert Tseng: Yeah, once again, like, it’s… I’m not expecting you to have ideas for what to fish the amble. I just… I just want you to know that, like, I’m gonna bring in, like, 3 to 5 more ambils, and, like, we’re gonna…
118 00:15:32.980 ⇒ 00:15:33.369 Jasmin Multani: I’m crazy.
119 00:15:33.370 ⇒ 00:15:42.699 Robert Tseng: basically run through the same exercise. I don’t know what the foothold is, like, I may get in using tagging and tracking, I may get in off of any one of these other areas, like another one
120 00:15:42.700 ⇒ 00:15:57.959 Robert Tseng: you know, we basically rebuilt Eden’s, like, software, so, like, their entire, like, order management system, we rebuilt from the ground up, so I’m also pitching that to telehealth clients as well. So I feel like we have a lot of different ways to enter
121 00:15:59.430 ⇒ 00:16:18.740 Robert Tseng: these types of companies, I don’t know which one it is, but when we do… when we do enter, it’s typically in a very narrow slice, and we’re just… this… this, and the renewal is about, like, trying to broaden our scope and, like, test their appetite for which areas we want to expand into.
122 00:16:18.740 ⇒ 00:16:25.240 Robert Tseng: So, yeah, I mean, I think you’ll develop more business intuition in this industry as you work on
123 00:16:25.300 ⇒ 00:16:27.129 Robert Tseng: These clients more, but, like.
124 00:16:27.350 ⇒ 00:16:36.769 Robert Tseng: I… I don’t really think I did anything that was that special here. I think these are just, like, pretty typical areas that we could… that we could expand into. So,
125 00:16:37.040 ⇒ 00:16:44.579 Robert Tseng: Yeah, I’m not… like, I… I just… I just wanted you to be aware that this is something that I, would… would want.
126 00:16:44.780 ⇒ 00:16:51.429 Robert Tseng: To involve you in, like… because, like, Yeah, that’s the closest…
127 00:16:51.540 ⇒ 00:17:09.819 Robert Tseng: way you’re going to be able to, like, you know, when we’re talking about SLs and CSOs, like, having bonuses and stuff, like, everything has to be tied to revenue. So, you’re either going to be keeping the clients, or you’re going to be growing the clients. And if you impact either of those two things, then… then you… then that impacts, like, the bonuses that you get, so…
128 00:17:09.829 ⇒ 00:17:12.480 Robert Tseng: Yeah, that’s all… that’s all I’m trying to say here.
129 00:17:12.829 ⇒ 00:17:17.159 Jasmin Multani: Okay, okay, so… okay, I see what you’re saying. I think I see what you’re saying.
130 00:17:17.269 ⇒ 00:17:19.799 Jasmin Multani: Even when a first…
131 00:17:20.359 ⇒ 00:17:27.869 Jasmin Multani: contract ends, have the second contract ready to go, because we’ve been doing the studying and the discovering while the first.
132 00:17:27.869 ⇒ 00:17:43.229 Robert Tseng: Yeah, they’re not paying us for this work, but we’re doing it in the background anyway, because we need to… we’re trying to get, like, the next opportunity. The first contract was, like, what, $35K, and that’s purely just… this is Soran and me working on it. So, I mean, he helped me sell it, he gets a bonus.
133 00:17:43.229 ⇒ 00:17:57.619 Robert Tseng: And, you know, that was that, but he’s not really that involved in the next phase, unless he helps contribute to the… to the maintenance of the stuff that he’s built, which he is. He found it in that Slack channel, with
134 00:17:58.029 ⇒ 00:18:12.899 Robert Tseng: with Amble, he is pitching, like, he’s telling… he’s giving me talking points, like, hey, I want to stay on this client, I want to be able to do… continue these things. So, this, like, I’m gonna bring this up tomorrow as well. So, however the deal is constructed, so moving from here.
135 00:18:13.079 ⇒ 00:18:23.129 Robert Tseng: Like, if… if it renews, he stays on, like, he’s gonna get that work, and he’s also gonna get his, he’s gonna get some… some… some bonus from that, and then, you know, if…
136 00:18:23.129 ⇒ 00:18:33.749 Robert Tseng: I guess, like, there is no other SL involved on this right now, but, like, I’m just trying to, like, walk you through, like, this is… this is what a Dylan resource opportunity looks like, and,
137 00:18:34.009 ⇒ 00:18:35.939 Robert Tseng: Yeah, like…
138 00:18:36.110 ⇒ 00:18:36.770 Jasmin Multani: Okay, okay.
139 00:18:37.190 ⇒ 00:18:37.780 Robert Tseng: Bye.
140 00:18:37.780 ⇒ 00:18:41.189 Jasmin Multani: Looks like we’ll talk more about that in the brown bag later, with them.
141 00:18:41.490 ⇒ 00:18:48.150 Robert Tseng: I don’t know if I’ll be there, but yeah, I guess UTAB may share something more about it.
142 00:18:48.470 ⇒ 00:18:49.240 Robert Tseng: Yeah.
143 00:18:50.430 ⇒ 00:18:52.369 Jasmin Multani: Okay, great. Okay.
144 00:18:52.370 ⇒ 00:19:08.869 Robert Tseng: So, like, I guess, remaining time for Eden, like I had mentioned, these are the projects that we have queued up for Q2, so I’d recommend going into linear, getting on Eden. Yeah, each of these projects is following, kind of, the delivery structure that we’ve set up, so…
145 00:19:09.050 ⇒ 00:19:16.510 Robert Tseng: If you go insertion… And we look at…
146 00:19:19.650 ⇒ 00:19:20.520 Robert Tseng: Foods.
147 00:19:26.030 ⇒ 00:19:30.460 Robert Tseng: And… Q2 data project plan.
148 00:19:31.760 ⇒ 00:19:36.529 Robert Tseng: I don’t know if you’ve… you probably haven’t learned all of our systems yet, but this is kind of like…
149 00:19:39.500 ⇒ 00:19:40.330 Robert Tseng: everyth…
150 00:19:40.470 ⇒ 00:19:48.110 Robert Tseng: Bing rolls up to this project plan, and then from here, we have skills that are able to break
151 00:19:48.210 ⇒ 00:19:50.470 Robert Tseng: Tis… Notion.
152 00:19:50.660 ⇒ 00:20:02.710 Robert Tseng: project plan up into linear projects. We already went through this exercise last week, so I’m not gonna ask you, and we’re not… we’re not redoing it. This has already been approved by, their ELT.
153 00:20:02.870 ⇒ 00:20:10.350 Robert Tseng: So these are all the things that we’ve worked on. I… I have… Already, kind of.
154 00:20:11.350 ⇒ 00:20:19.169 Robert Tseng: but timelines for all of these projects, I’ve done the sequencing, and you’ve been assigned to different,
155 00:20:19.920 ⇒ 00:20:29.129 Robert Tseng: work streams. I guess you didn’t really have much of a say in it, because you made the decision last week, but, as you, like, familiarize yourself.
156 00:20:29.670 ⇒ 00:20:34.299 Robert Tseng: with its, the ask is that you…
157 00:20:34.500 ⇒ 00:20:45.299 Robert Tseng: create the tickets for your own workstream, and, like, you own the outcomes for that work stream. I think some of it has already been pre-drafted for you, so, like.
158 00:20:45.390 ⇒ 00:20:54.900 Robert Tseng: the weekly report through the operating system. If you want more details on that, you could probably, get that information from transcripts in,
159 00:20:55.970 ⇒ 00:21:02.940 Robert Tseng: Yeah, in the platform, but basically, like, you know, common requests that we get is that
160 00:21:03.090 ⇒ 00:21:19.480 Robert Tseng: across all the different types of reporting, whether it’s Excel reports from their finance team, a legacy Tableau reports, Mixpanel that we maintain, Omni that we maintain. There’s common misunderstanding around, like.
161 00:21:19.780 ⇒ 00:21:33.589 Robert Tseng: why numbers seem off, and as you kind of, like, see the noise in the channels more, you’ll see that most of those requests are that bad. Greg is the one fielding these right now, but with, like, my help, but…
162 00:21:33.590 ⇒ 00:21:43.219 Robert Tseng: he should not be, because he doesn’t actually know how to diagnose these things, and he can’t actually fix them. He’s just more of, kind of, the, talking head, so to speak, for that, so…
163 00:21:43.310 ⇒ 00:21:50.830 Robert Tseng: I want that off his plate, and anything regarding, like, reporting discrepancy is pretty much gonna come your way.
164 00:21:51.100 ⇒ 00:21:59.460 Robert Tseng: Yeah, so I think there’s, like, probably some learning curve of, like, picking up Omni, getting some legacy context on, like.
165 00:21:59.490 ⇒ 00:22:19.239 Robert Tseng: what reports were a source of truth for what, and we can pass that knowledge to you as those things come up. But yeah, this is just kind of, like, an always-on project that just, like, we always need to be doing, because when we run into fire drills on this client, it’s always because they don’t trust our data for whatever reason, and we have to, like, clear up some misunderstanding.
166 00:22:20.240 ⇒ 00:22:36.600 Robert Tseng: There’s something that’s a little bit more proactive, which is predicted churn drivers and impact. This is something that Mitesh, the CMO, has requested. He wants to be able to, yeah, predict churn, drivers, and, like, this is more of a…
167 00:22:36.620 ⇒ 00:22:45.190 Robert Tseng: Yeah, I’ve pushed this off a month because, you know, I’ve given our team some time to prepare.
168 00:22:45.750 ⇒ 00:23:01.680 Robert Tseng: For this, so this is not, like, something you immediately need to pick up, like, but, like, you know, come May, I think that would be… the expectation is that Mitesh would want to see us taking steps towards building this out.
169 00:23:01.890 ⇒ 00:23:11.729 Robert Tseng: So that means, like, Being able to… Build predictive metrics.
170 00:23:12.070 ⇒ 00:23:18.840 Robert Tseng: to bring them into Omni, into, I guess he runs a lot of the business off of Google Sheets.
171 00:23:18.930 ⇒ 00:23:35.340 Robert Tseng: I maintain one of the Google Sheets that they, use currently, which is in the EDA Data Platform documentation. This Control Center doc, like, I basically maintain this right now, with some help from
172 00:23:36.090 ⇒ 00:23:41.150 Robert Tseng: a wish on the data engineering side, because all the raw data comes from BigQuery.
173 00:23:41.550 ⇒ 00:23:53.449 Robert Tseng: But Mitesh has his… he has… he uses this sheet, and he also uses, like, his own Google Sheet as well. So that’s, you know, figuring out where the metrics need to land.
174 00:23:53.550 ⇒ 00:24:01.620 Robert Tseng: How it’s gonna be useful to him. Like, that’s all kind of, like, something to come, and you could probably do some of that discovery.
175 00:24:02.000 ⇒ 00:24:07.870 Robert Tseng: Like, later on this month. It’s not… it’s not urgent, but, you know, just… that… that’s what that one is.
176 00:24:08.020 ⇒ 00:24:15.990 Robert Tseng: Tableau to Omni dashboarding, this is just, like, anything around net new Omni changes, reports, maintenance,
177 00:24:16.800 ⇒ 00:24:29.300 Robert Tseng: Yeah, once again, like, it’ll… it’s not, like, necessarily you executing on all these things, it’s just, like, you’re the kind of the… you’re the point person. Anything that a message comes in, people are gonna just kind of ping you about it, and, like.
178 00:24:30.550 ⇒ 00:24:34.850 Robert Tseng: Yeah, you can leverage the analysts under you, or, you know.
179 00:24:34.900 ⇒ 00:24:51.990 Robert Tseng: sometimes it’s not always fixing a report, it’s just, like, building a better process. Like, yeah, you’re just, like, owning that work stream of, like, anything related to, BI reporting for… for Eden is gonna come off of, Greg’s plate, because, I want to rotate him off this client.
180 00:24:52.860 ⇒ 00:24:53.540 Jasmin Multani: Okay.
181 00:24:53.540 ⇒ 00:25:09.970 Robert Tseng: And the last one here is, like, yeah, similar to predicted churn, but it’s, like, automated predictions. This is more, like, business performance projections. So, I think this’ll… there’s a bit of a learning curve here. This… this is something they want to start, like, towards the end of the month.
182 00:25:10.200 ⇒ 00:25:21.129 Robert Tseng: But, and Amber has already picked up a lot of this work. She just never brought it to the finish line in Q1. So, yeah, I think this is something that…
183 00:25:21.260 ⇒ 00:25:23.100 Robert Tseng: She’ll eventually have to…
184 00:25:23.330 ⇒ 00:25:32.200 Robert Tseng: she’s not rotating off this client, she will stay here, and she will support you, she can maybe be the one to help you execute this stuff. But, yeah, I think…
185 00:25:32.350 ⇒ 00:25:43.170 Robert Tseng: when I… previously, she was the only person running this project, it just, like, it didn’t… it didn’t get over the finish line, in Q1. Like, I think
186 00:25:43.410 ⇒ 00:26:01.600 Robert Tseng: you’ll see that, like, I think Amber’s really proactive about, like, taking a stab at things, but then really being able to bring them to production, I think she struggles with that. So, yeah, I don’t really understand where this left off, to be honest. Like, I feel like if I were to pick this up.
187 00:26:01.630 ⇒ 00:26:13.529 Robert Tseng: I would… it would be… it would take me, like, 2 or 3 calls, with stakeholders to get it over the line. One, I would just check, like, what the business team is using, which is probably… you’ll have to…
188 00:26:13.780 ⇒ 00:26:15.600 Robert Tseng: Learn who the stakeholders are.
189 00:26:15.830 ⇒ 00:26:24.590 Robert Tseng: I’ve seen their forecast before, I know, like, where it’s broken. Like, I pointed those out to Amber, so she had fixed some things, created her own version.
190 00:26:24.590 ⇒ 00:26:38.820 Robert Tseng: I would do another call to do a training to see, like, where they’re… where the discrepancies are, and, like, what’s stopping them from adopting the one we built for them, and then we basically need to have, like, a rollout or a maintenance plan moving forward. So, like, I… I feel like we just stopped at, like.
191 00:26:39.250 ⇒ 00:26:51.630 Robert Tseng: Amber was building, like, the Braidforge version, and then it never got adopted. And so, I… I think, you know, it’s… I was expecting this project to have been completed last quarter, but it just… but it just didn’t, so…
192 00:26:51.630 ⇒ 00:26:59.279 Robert Tseng: Anyway, I think those are all pretty… those are the high-level, kind of, like, overviews for these work streams.
193 00:26:59.310 ⇒ 00:27:07.460 Robert Tseng: Yeah, goals, you’re not gonna own more than two of them at the same time, because obviously you have other clients that you’re working on as well. And, like, from, like, a…
194 00:27:07.500 ⇒ 00:27:13.220 Robert Tseng: weekly hours expectation on Eden, like, you know, this is… this is gonna be less time than it is for
195 00:27:13.290 ⇒ 00:27:14.659 Robert Tseng: Or,
196 00:27:15.250 ⇒ 00:27:31.320 Robert Tseng: element. I think, you know, I would probably try to estimate, like, 10 to 15 hours a week on this or something. But I’m not gonna… like, I think allocations, Utam and, and, you know, will determine, so… but I… I… I just…
197 00:27:31.530 ⇒ 00:27:35.769 Robert Tseng: I guess, yeah, you just have to learn how to, like.
198 00:27:36.190 ⇒ 00:27:50.249 Robert Tseng: manage your time on… on clients, because everything could feel urgent, but then, you know, you realize that you have limited time on each client, and so that helps you to set better guardrails, on… on, like.
199 00:27:50.590 ⇒ 00:27:52.899 Robert Tseng: Where, where, where you’re putting your time.
200 00:27:52.940 ⇒ 00:27:56.879 Robert Tseng: Zoran is supposed to… Zoran has the most time on his client, so…
201 00:27:56.900 ⇒ 00:28:10.820 Robert Tseng: And that… these things are dynamic, they can change. If the client wants more of your time, they’ll tell me, and then, you know, I try to push for budget increases, or I, like, kind of change the staffing, but,
202 00:28:10.820 ⇒ 00:28:19.679 Robert Tseng: Yeah, I think, like, Eden is probably one of the more high-touch clients that we have, because there are just so many work streams that we manage.
203 00:28:19.880 ⇒ 00:28:28.279 Robert Tseng: Compared to most of the other projects, but they are also our biggest client, so, like, I think that’s kind of understandable. So,
204 00:28:30.840 ⇒ 00:28:31.540 Robert Tseng: Yeah.
205 00:28:31.540 ⇒ 00:28:37.500 Jasmin Multani: I’m gonna have to hop over to an OS call with that aviation Amber setup.
206 00:28:37.500 ⇒ 00:28:41.410 Robert Tseng: Good, yeah, I have a call too, but, yeah.
207 00:28:41.760 ⇒ 00:28:50.310 Jasmin Multani: I’ll follow up… I’ll read through these tickets and follow up more, and see what I can accomplish, and have, like, a timeline of what I think is gonna get done.
208 00:28:50.610 ⇒ 00:29:03.170 Robert Tseng: Cool. Yeah, I mean, I don’t think there’s anything urgent for you to, like, execute this week. I think it’s really just wrapping your head around these work streams, doing the planning. The tickets are not there, like, you have to build the tickets. Like, you’re the workstream owner now, so, like.
209 00:29:03.170 ⇒ 00:29:17.120 Robert Tseng: you kind of have to figure out, like, what do you want to actually do with these worksheets. So, I think that’s, that’s, you know, that’s more kind of, like, where you, where you, you know, you can jump in and start to contribute.
210 00:29:17.580 ⇒ 00:29:18.710 Jasmin Multani: Okay, sounds good.
211 00:29:18.710 ⇒ 00:29:19.989 Robert Tseng: Okay, cool.
212 00:29:20.910 ⇒ 00:29:21.300 Robert Tseng: I’ll talk to you later.