Meeting Title: Brainforge AI Partnerships Sync Date: 2026-04-07 Meeting participants: Robert Tseng, Hannah Wang
WEBVTT
1 00:00:01.400 ⇒ 00:00:03.219 Robert Tseng: Oh, like, so that’s… I…
2 00:00:10.970 ⇒ 00:00:11.950 Robert Tseng: Oops.
3 00:00:14.220 ⇒ 00:00:15.380 Hannah Wang: Love.
4 00:00:15.380 ⇒ 00:00:16.160 Robert Tseng: Wow.
5 00:00:16.430 ⇒ 00:00:17.170 Hannah Wang: Hi.
6 00:00:19.370 ⇒ 00:00:23.450 Robert Tseng: Is the volume okay? Because there’s, like, noise in the background.
7 00:00:23.810 ⇒ 00:00:25.270 Hannah Wang: Yeah, it’s okay.
8 00:00:25.270 ⇒ 00:00:25.850 Robert Tseng: Okay.
9 00:00:32.560 ⇒ 00:00:40.940 Robert Tseng: Cool. So, I think this is what I’m going to do. So, I have sent… I slacked you a message,
10 00:00:41.290 ⇒ 00:00:48.990 Robert Tseng: Basically, what I’m trying to do is… build, like, A series of, like.
11 00:00:50.420 ⇒ 00:00:52.740 Robert Tseng: Okay, let me… how do I…
12 00:00:52.930 ⇒ 00:00:55.990 Robert Tseng: What’s… what is the best way to experiment?
13 00:01:00.040 ⇒ 00:01:10.970 Robert Tseng: I’m, like, trying to build, like, an AI partnerships manager, right? Where, every day, it’s scraping all the activity from emails to Slack messages that we have in
14 00:01:11.160 ⇒ 00:01:17.859 Robert Tseng: with partners. Every partner, outside of, you know, like, the first version of this was, like, the…
15 00:01:17.980 ⇒ 00:01:19.470 Robert Tseng: the Marketing Hub.
16 00:01:20.230 ⇒ 00:01:23.860 Robert Tseng: like, we have this, like, static spreadsheet, right? And,
17 00:01:26.600 ⇒ 00:01:39.860 Robert Tseng: you know, this does have all the context that I wanted to see, but it’s really hard to maintain, and nobody really has been going into it. If anything, I only really paid attention to the first, like, maybe, like, 10 columns. And so…
18 00:01:40.070 ⇒ 00:01:57.789 Robert Tseng: like, I’ve since migrated this over to Cursor. We have a repo where every partner kind of has, like, a structure, where I call it, like, a partner command center, and it’s basically the same fields, and… but it’s… it’s a bit more expanded and has more context. And so…
19 00:01:57.950 ⇒ 00:02:04.040 Robert Tseng: Yeah, every… every day I could trigger… I don’t have anything automated right now, this is a manual run, but I have
20 00:02:04.220 ⇒ 00:02:15.549 Robert Tseng: like an orchestrator agent now that I run that goes and scrapes all the Slack messages and emails for every partner. It puts all the context into a few different, things. One is kind of like this…
21 00:02:15.740 ⇒ 00:02:26.200 Robert Tseng: this draft where, it’s, like, kind of… and I’m probably… I’m, like, sharing more than you need to know, but, like, just want you to get to understand, like, my thought process here. So…
22 00:02:26.200 ⇒ 00:02:36.569 Robert Tseng: It’s like, okay, for all of these different partners, for the… like, it’ll give me just, like, a pulse check, which is basically just, like, an updated version of, like, this…
23 00:02:36.740 ⇒ 00:02:43.990 Robert Tseng: of what’s going on here. First, or last action, last action notes, etc. What’s the next action? So I can quickly understand
24 00:02:44.190 ⇒ 00:02:49.790 Robert Tseng: when I’m reading this, like, where… where… like, what’s the next step needed for each partner?
25 00:02:50.560 ⇒ 00:02:56.849 Robert Tseng: And then it kind of goes, and then it produces, like, a HubSpot.
26 00:02:57.600 ⇒ 00:03:06.590 Robert Tseng: entry, so this is just code. It’s just straight code, kind of taking the context and writing it into HubSpot for the different partners, so this is not really…
27 00:03:06.970 ⇒ 00:03:12.670 Robert Tseng: You know, something that a human would touch, but at least that way we keep, kind of, these updates every time.
28 00:03:12.970 ⇒ 00:03:25.280 Robert Tseng: I run this thing, it doesn’t just, like, sit in Slack, but it also gets pushed to the HubSpot. And then, kind of what I showed you was this, kind of, what I’m calling a messaging queue, which is really just, like, okay.
29 00:03:25.470 ⇒ 00:03:30.829 Robert Tseng: well, if I were to take those next steps, then I would… to list them out into, like, a…
30 00:03:30.980 ⇒ 00:03:45.459 Robert Tseng: like a queue of tasks that need to be done, these are all the things. And is there enough here that I can hand it off to somebody that they could, by looking at the objective, understanding some of these basic things, they would be able to go and take action.
31 00:03:45.460 ⇒ 00:03:53.119 Robert Tseng: Now, it’s not… doesn’t get all the way to the exact message that I need to paste in, because I don’t really want to, like.
32 00:03:53.160 ⇒ 00:04:01.620 Robert Tseng: prescribe it that much. Like, I don’t want to do it, you know, like, our outbound sequences, like, I wrote out the messages, like, verbatim.
33 00:04:01.850 ⇒ 00:04:12.799 Robert Tseng: But I feel like that’s just not a great use of AI. And, like, I… the bottleneck is still humans, like, having to maintain these messaging sequences.
34 00:04:12.880 ⇒ 00:04:26.989 Robert Tseng: And, like, writing the copy. So, I figured it would be better to kind of keep it a little bit more generalized. But there’s enough here where if you don’t know where to start, you could just, like, take this, you could throw it into cursor.
35 00:04:27.540 ⇒ 00:04:42.220 Robert Tseng: like, if you… like, maybe you have some opinion already, like, I can go… I can spend some of this time, like, actually going through and actioning these, with you, so you can kind of see how I would, basically see myself, like, doing… doing it.
36 00:04:43.170 ⇒ 00:05:02.489 Robert Tseng: And then the idea is that, yeah, like, you… this allows one person to effectively manage multiple partners without having to, like, have this… the burden of, like, staying on top of everything, because this thing kind of, like, kind of gives you the relevant updates, so you just focus on the next step.
37 00:05:02.590 ⇒ 00:05:04.099 Robert Tseng: Being each time.
38 00:05:04.980 ⇒ 00:05:06.209 Robert Tseng: Does that kind of make sense?
39 00:05:06.930 ⇒ 00:05:11.320 Hannah Wang: Yeah, it’s just executing, it’s just helping with nudging, and…
40 00:05:11.480 ⇒ 00:05:14.050 Hannah Wang: I guess, nurturing via… Yeah, so this is…
41 00:05:14.050 ⇒ 00:05:20.730 Robert Tseng: like nurturing, you’re right. It’s like partner nurturing. So, like, obviously, like, we don’t have this for middle of the funnel, like, on the sales side.
42 00:05:20.950 ⇒ 00:05:31.900 Robert Tseng: But, yeah, I think on the partner side, so much of it is nurturing towards specific objectives, and I’ve already defined the strategy and what those milestones are for different partners.
43 00:05:31.960 ⇒ 00:05:37.109 Robert Tseng: It’s not always going to… you could always go back into the command center to know, like.
44 00:05:37.130 ⇒ 00:05:53.990 Robert Tseng: which milestone are they at? And it’s, like, kind of similar to what we have here, which I already put… I already phased out all the different partner lifecycle stages, but it’s, like, you just elaborate on more detail in the advanced later. But for, like, somebody who’s just having to
45 00:05:55.230 ⇒ 00:06:05.680 Robert Tseng: Yeah, if I just feel like I need to… the strategy is whatever it is, we still just need to go and send the messages. At least this is, like, a more condensed version that tells me what I need to do.
46 00:06:07.010 ⇒ 00:06:08.829 Hannah Wang: Okay, yeah, I think…
47 00:06:09.980 ⇒ 00:06:19.919 Hannah Wang: I think I can run with this. I feel like I was doing something similar anyway last year, with, like, messaging and moving stuff forward, so…
48 00:06:20.420 ⇒ 00:06:25.769 Hannah Wang: I can help, I think my one thing is, like.
49 00:06:26.530 ⇒ 00:06:41.479 Hannah Wang: what if I send the wrong thing? Like, should I check with you guys before sending out the copy, or it’s just, like, just send the message, and, like, if something’s wrong in the message, like, just change it, or… I don’t know.
50 00:06:42.220 ⇒ 00:06:46.060 Robert Tseng: Yeah, so… okay, let’s just kind of go through a few of these then.
51 00:06:46.160 ⇒ 00:06:49.400 Robert Tseng: But I think that’ll maybe help me. So…
52 00:06:49.600 ⇒ 00:06:54.230 Robert Tseng: Let’s see… I should have some partisan. So, Snowflake,
53 00:06:55.140 ⇒ 00:07:12.820 Robert Tseng: Yeah, this is, like, we don’t really have a… this is a little bit too open-ended. So anything that’s related to Snowflake and Omni, like, definitely, like, Utam and I will sign off on it. I guess you could just kind of keep things moving along for everything else, is maybe what it is. Once it gets up to gold, then, like, I’ll action on the gold ones. But, like, Snowflake, the situation here is that, like.
54 00:07:12.900 ⇒ 00:07:21.519 Robert Tseng: we lost our partner manager, and so I’m, like, trying to track down who is the next partner manager, and these are all very open-ended tasks, so, like, this is, like.
55 00:07:21.640 ⇒ 00:07:37.539 Robert Tseng: and, like, I don’t frankly know what I’m doing, but, like, I’m gonna figure it out. Like, I’m… need to go find who’s the right partner manager, and we need to build some more structure around, like, Snowflake stuff. So I’m still trying to bring in a partner… partnerships guy. I’m, like,
56 00:07:37.590 ⇒ 00:07:47.540 Robert Tseng: I mean, we’re interviewing, like, 4 people this week, so eventually that person, like, will just be tasked on just doing, like, gold tier partner, like, expansion or whatever.
57 00:07:47.890 ⇒ 00:07:50.410 Robert Tseng: And I’m gonna bring it… he’s gonna…
58 00:07:50.680 ⇒ 00:08:05.040 Robert Tseng: I mean, I’m psychi, because they’re all dudes that I’m interviewing right now, but none of them could work out, and maybe it’ll be somebody else. But yeah, I think, yeah, so I don’t… I wouldn’t expect you to be able to action something like this, because it’s like…
59 00:08:05.070 ⇒ 00:08:13.350 Robert Tseng: We have to go and actually build a new template for, what we’re calling AEs, or account executives.
60 00:08:15.380 ⇒ 00:08:19.170 Robert Tseng: Excellent.
61 00:08:19.400 ⇒ 00:08:20.580 Robert Tseng: That’s standard.
62 00:08:21.470 ⇒ 00:08:22.460 Robert Tseng: What?
63 00:08:24.670 ⇒ 00:08:26.190 Robert Tseng: Why is that?
64 00:08:26.340 ⇒ 00:08:27.210 Robert Tseng: not…
65 00:08:30.220 ⇒ 00:08:31.220 Robert Tseng: There.
66 00:08:35.890 ⇒ 00:08:39.770 Robert Tseng: Maybe I’m pushing things too fast, so it’s, like, not even keeping up.
67 00:08:41.299 ⇒ 00:08:42.409 Robert Tseng: Boom.
68 00:08:44.620 ⇒ 00:08:47.460 Robert Tseng: It’s no bueno.
69 00:08:48.980 ⇒ 00:08:52.269 Robert Tseng: What heck? Why did some neighboring exist in my cursor environment?
70 00:08:52.740 ⇒ 00:08:54.760 Robert Tseng: What happened?
71 00:08:54.760 ⇒ 00:09:01.330 Hannah Wang: The parent… is this supposed to be feet? Like, what you’re pasting is… oh, okay, yeah, it is, maybe.
72 00:09:01.530 ⇒ 00:09:03.770 Robert Tseng: Yeah, maybe.
73 00:09:06.270 ⇒ 00:09:10.010 Robert Tseng: Well… That’s a bummer.
74 00:09:11.200 ⇒ 00:09:15.669 Robert Tseng: I already created one of these artifacts, and now I can’t find it.
75 00:09:20.860 ⇒ 00:09:25.610 Hannah Wang: I… maybe Utam refactored the location of it.
76 00:09:25.610 ⇒ 00:09:27.030 Robert Tseng: Yeah, it’s possible.
77 00:09:28.710 ⇒ 00:09:32.770 Robert Tseng: Oh, there it is.
78 00:09:33.440 ⇒ 00:09:34.360 Hannah Wang: Okay, next.
79 00:09:34.360 ⇒ 00:09:43.039 Robert Tseng: Okay, so, I mean… This is, like, the pre-designed version, but, like, here’s an example of, like,
80 00:09:44.270 ⇒ 00:09:57.770 Robert Tseng: We were going after Snowflake by only having UTM have these one-on-one relationships with AEs, but there’s just, like, not, like, a standardized way of being able to ask the same one-pager to each of them.
81 00:09:57.900 ⇒ 00:10:07.370 Robert Tseng: And the one-pager needs to be very specific to Snowflake, it needs to tell them exactly who we are, what we do, things to remember, like, it’s supposed to give the AEs this kind of like a…
82 00:10:07.650 ⇒ 00:10:27.170 Robert Tseng: something that, when they come across in conversations, they remember to, like, hey, we should loop Brainforce into this. So, I don’t think we really had it that dialed in yet. And anyway, like, this is just a V1 version of it, but, like, I… I tried to, like, at least get it to something that’s a little bit closer to what I think it needs to be.
83 00:10:27.530 ⇒ 00:10:37.670 Robert Tseng: yeah, we need to basically be speaking only, like, what’s relevant to, to Snowflake. Like, we have the general, like, partners one-pager that we have in the platform, but, like.
84 00:10:38.270 ⇒ 00:10:44.380 Robert Tseng: Yeah, like, anyway, so that’s, like, one open-ended thing that needs to happen that I’m think… that I see when I read this.
85 00:10:44.540 ⇒ 00:10:54.129 Robert Tseng: Yeah, like, and it’s… it’s gonna be a little bit more of a coordinated effort. I need to take this and really take it to a V, like, a V2 or whatever.
86 00:10:54.130 ⇒ 00:11:11.100 Robert Tseng: and then be able to hand it to you. You can actually turn it into the designed asset, and then I’m ready to be like, okay, Utah, give this to the three to five AEs that you’re already in contact with, loop me back in, and I want to have that relationship with them, and I’m gonna just have a more standardized way of working with them.
87 00:11:11.570 ⇒ 00:11:20.929 Robert Tseng: That’s basically what I think is the biggest priority of stuff, like, I need to track down the new partner manager, and also, like, kind of create a standardized AI template for all of them.
88 00:11:21.480 ⇒ 00:11:26.470 Robert Tseng: But, like, for amplitude, I look at this, it’s like, okay, Hugo left, and so.
89 00:11:26.470 ⇒ 00:11:26.870 Hannah Wang: special.
90 00:11:26.870 ⇒ 00:11:39.029 Robert Tseng: Victoria, I think we should introduce Victoria, catch her up on, like, hey, this is who we are, this is what we were doing with you guys, like, you know, would love to kind of set up a call or whatever, just get reintroduced to you.
91 00:11:39.130 ⇒ 00:11:49.090 Robert Tseng: funny stories that… or not funny story, but I am actually trying to poach Hugo, so, like, he’s… he’s, we’re interviewing him.
92 00:11:49.090 ⇒ 00:11:49.700 Hannah Wang: Okay.
93 00:11:49.700 ⇒ 00:12:03.440 Robert Tseng: Yeah, so, like, eventually, like, I think he’ll understand that more, but anyway, so that’s… it’s slightly less open-ended, it’s more about, like, summarizing what we did, trying to take the context that we had previously and putting into that, and yeah, so… and then…
94 00:12:03.530 ⇒ 00:12:13.370 Robert Tseng: hopefully this is, like, a little bit clearer enough, that you’re able to at least drop that email and send it, right? Mixed panel, it’s like, great. I mean, the last time we basically
95 00:12:13.560 ⇒ 00:12:20.729 Robert Tseng: Lopped on the… on the events, and… This, like, message out to like, J,
96 00:12:20.810 ⇒ 00:12:39.369 Robert Tseng: But, like, you know, I ended up not being able to, he was like, okay, we should, you know, we should do something. And we just kind of trailed off there. So, I think it’d be like, hey, it’s Q2, wanted to kind of follow up with y’all, blah, blah, blah, blah, blah, like, kind of try to get that back up.
97 00:12:39.640 ⇒ 00:12:49.290 Robert Tseng: Right? So, like, I’m just kind of walking you through all the different things. You don’t have to send them yourself. If you feel like you want to just start by drafting and just kind of posting them.
98 00:12:49.600 ⇒ 00:12:50.040 Hannah Wang: Mmm.
99 00:12:50.040 ⇒ 00:12:55.510 Robert Tseng: I can shoot off the messages, that’s totally fine. You can just ghostwrite it, if that’s what you prefer for now.
100 00:12:55.510 ⇒ 00:12:55.950 Hannah Wang: Yeah.
101 00:12:55.950 ⇒ 00:13:03.169 Robert Tseng: But, you know, obviously, once you’re, like, pretty much nailing all of them, I’ll just be like, you should just… you should just send it.
102 00:13:03.730 ⇒ 00:13:05.220 Robert Tseng: Yeah, so…
103 00:13:05.640 ⇒ 00:13:12.510 Robert Tseng: I don’t know, I kind of, like, looked through the first few. I think it’s… these are all the right steps, these are all the right next things that we need to do, so…
104 00:13:12.510 ⇒ 00:13:13.170 Hannah Wang: Okay.
105 00:13:13.170 ⇒ 00:13:17.650 Robert Tseng: I… at least, like, it kind of organizes it in one place. Yeah.
106 00:13:19.400 ⇒ 00:13:23.189 Robert Tseng: Yeah, so… Anyway, I think…
107 00:13:23.360 ⇒ 00:13:38.560 Robert Tseng: that’ll help line up all the ones that are in the gold, silver, bronze, and then I haven’t added the calibration ones into here yet, because those are even more open-ended, we don’t really know what the strategy is for that. I think those are all… I can manage those myself, so…
108 00:13:38.560 ⇒ 00:13:38.910 Hannah Wang: Okay.
109 00:13:38.910 ⇒ 00:13:46.779 Robert Tseng: Like, keeping pushing on MoEngage, OpenVB, GSV, Nostra, like, I’ll handle those. But at least all the ones that are, kind of.
110 00:13:47.150 ⇒ 00:13:54.599 Robert Tseng: gold, silver, bronze, like, I think it would be better if I just had some more support there in drafting the messages. Yeah.
111 00:13:54.600 ⇒ 00:14:03.019 Hannah Wang: Okay, yeah, I feel more comfortable ghostwriting for now, and then I’ll just ping you, but I can help with the messaging and everything.
112 00:14:03.180 ⇒ 00:14:06.500 Hannah Wang: Yeah, I can do that.
113 00:14:06.500 ⇒ 00:14:07.090 Robert Tseng: Okay.
114 00:14:07.710 ⇒ 00:14:24.819 Robert Tseng: Cool. Well then, I’m going to package these changes, I’m gonna push them. You already have this first brief from today, so I feel like you could probably just use this. I only want to schedule this to run, like, once or twice a week. I mean, I might do twice a week for now. That might be… that might be overkill, but…
115 00:14:24.820 ⇒ 00:14:34.990 Robert Tseng: I don’t really think partners, really move that quickly, but, yeah, I… I think that’s what I…
116 00:14:35.120 ⇒ 00:14:36.870 Robert Tseng: That’s what I wanted.
117 00:14:37.030 ⇒ 00:14:39.240 Robert Tseng: close out before I move on.
118 00:14:39.850 ⇒ 00:14:41.540 Hannah Wang: Okay, I…
119 00:14:42.750 ⇒ 00:14:49.700 Hannah Wang: I feel like the sheet… the markdown you gave me and the one that you’re showing is different, but I… I can…
120 00:14:49.850 ⇒ 00:14:50.540 Hannah Wang: Message.
121 00:14:50.540 ⇒ 00:14:51.860 Robert Tseng: Are they different? Okay.
122 00:14:51.860 ⇒ 00:14:54.979 Hannah Wang: You didn’t send me the message in Q1, so it just…
123 00:14:55.310 ⇒ 00:14:55.870 Robert Tseng: Oh.
124 00:14:55.870 ⇒ 00:14:58.010 Hannah Wang: Just paste all of that into…
125 00:14:58.010 ⇒ 00:14:58.999 Robert Tseng: Oh, this is fine.
126 00:15:00.780 ⇒ 00:15:04.310 Robert Tseng: I didn’t really know how to… Whoa.
127 00:15:10.020 ⇒ 00:15:13.580 Robert Tseng: I’m, like, pretty elaborate when it comes to, like, sharing things.
128 00:15:13.580 ⇒ 00:15:14.140 Hannah Wang: Let’s true.
129 00:15:14.140 ⇒ 00:15:14.550 Robert Tseng: join.
130 00:15:17.950 ⇒ 00:15:25.040 Hannah Wang: Or if anything, you can just screenshot the preview to me, and… That should be okay, too.
131 00:15:26.810 ⇒ 00:15:37.240 Hannah Wang: So, all of the, like, the partner hub, or command center thing that you said, is that all pushed into Maine right now, or is that still local for you?
132 00:15:37.240 ⇒ 00:15:41.899 Robert Tseng: I hope it’s all pushed, like, I… I’ve been pushing a lot of stuff.
133 00:15:42.570 ⇒ 00:15:51.059 Robert Tseng: Snowflake… Yeah, there’s a partner control center for every partner, I believe.
134 00:15:52.960 ⇒ 00:15:53.640 Hannah Wang: Okay.
135 00:15:54.790 ⇒ 00:16:00.719 Robert Tseng: Some of these have not been updated, which is telling me that
136 00:16:01.060 ⇒ 00:16:08.749 Robert Tseng: Yeah, I think you should just rely on, like, the markdown I sent you. Like, I just think that I’ve been pushing things too quickly, and it has… it’s not being improved.
137 00:16:09.510 ⇒ 00:16:16.200 Hannah Wang: Okay, that’s okay. If I have questions, I’ll just put them in the Slack message that I send later.
138 00:16:16.200 ⇒ 00:16:24.530 Robert Tseng: Yeah, because I already had… yeah, this is outdated. This is not what I have globally, so…
139 00:16:24.530 ⇒ 00:16:25.530 Hannah Wang: Okay, that’s okay.
140 00:16:28.820 ⇒ 00:16:39.020 Robert Tseng: Okay, so… Has this worked? Oh, my goodness. I don’t know how to share this file.
141 00:16:39.020 ⇒ 00:16:41.999 Hannah Wang: It’s okay, just screenshot it, it’s probably easier.
142 00:16:42.650 ⇒ 00:16:47.170 Robert Tseng: I thought I did this… Nice.
143 00:16:52.890 ⇒ 00:16:55.740 Robert Tseng: But it’s, like, so ugly in a screenshot.
144 00:16:55.740 ⇒ 00:16:56.460 Hannah Wang: Ugh.
145 00:17:02.510 ⇒ 00:17:03.550 Robert Tseng: What?
146 00:17:06.240 ⇒ 00:17:09.910 Robert Tseng: I already exported a copy onto my desktop.
147 00:17:12.000 ⇒ 00:17:16.020 Robert Tseng: Moves in 2000s.
148 00:17:26.920 ⇒ 00:17:27.880 Robert Tseng: Nice.
149 00:17:33.060 ⇒ 00:17:34.580 Hannah Wang: No, oh no.
150 00:17:35.050 ⇒ 00:17:36.480 Hannah Wang: Found in trash.
151 00:17:37.830 ⇒ 00:17:38.480 Robert Tseng: Alright.
152 00:17:38.680 ⇒ 00:17:40.459 Robert Tseng: Well, I don’t know why it was the best.
153 00:17:40.730 ⇒ 00:17:44.990 Robert Tseng: But, Yes, it is.
154 00:17:46.420 ⇒ 00:17:50.619 Robert Tseng: Is this actually, like, a dual pattern? Is this the same thing, I just say?
155 00:17:51.330 ⇒ 00:17:53.029 Hannah Wang: You sent me, like, a hub.
156 00:17:53.030 ⇒ 00:17:54.819 Robert Tseng: Oh, I see.
157 00:17:55.920 ⇒ 00:18:00.410 Hannah Wang: Which is still helpful, but yeah, this is better, I think.
158 00:18:03.690 ⇒ 00:18:15.479 Hannah Wang: While I have you for 4 minutes, because I think you’re in… whatever, in 4, can I just show you what I built out for the nurturing thingy? Sure.
159 00:18:16.360 ⇒ 00:18:19.030 Hannah Wang: Oops, how do I share my screen?
160 00:18:20.320 ⇒ 00:18:24.649 Hannah Wang: Okay, well, so,
161 00:18:27.200 ⇒ 00:18:35.880 Hannah Wang: Basically what I built out, like, I tried looking into connecting it to LinkedIn and, like, scraping and all that stuff, but…
162 00:18:36.090 ⇒ 00:18:53.189 Hannah Wang: I don’t know if I just, like, didn’t ask the right questions, but Cursor is basically, like, oh, it’s really complicated, so if we want to do that route, like, I would probably loop in the AI team or ask UTAM. I also found this, but I don’t know if this, like, integrates with Cursor at all, like, I have no idea.
163 00:18:53.190 ⇒ 00:19:02.310 Hannah Wang: But anyway, I’ll just show you a path that’s, like, more manual, so, What I…
164 00:19:02.620 ⇒ 00:19:12.300 Hannah Wang: think I’m gonna do, if this is good, is basically I created a skill that says, like, nurture the MQLs, and then I give it the context of what
165 00:19:12.510 ⇒ 00:19:28.030 Hannah Wang: the… so I screenshot, like, the name, title, company, and the role. That’s, like, the basics of what I feel like I need to feed it in order for it to give me somewhat accurate messaging. And then I also give it context on what the…
166 00:19:29.190 ⇒ 00:19:34.070 Hannah Wang: conference or event was. And then if there’s, like, any… like…
167 00:19:34.410 ⇒ 00:19:40.870 Hannah Wang: messaging that they sent, I just, like, screenshot it, and I’m like, oh, these are some existing…
168 00:19:41.000 ⇒ 00:19:45.380 Hannah Wang: conversations, and basically what it outputs is this
169 00:19:45.630 ⇒ 00:19:56.589 Hannah Wang: sheet, but I just, like, because it doesn’t modify Google Drive stuff really well, I just, like, copy it into the sheet in the Marketing Hub.
170 00:19:56.590 ⇒ 00:19:59.129 Robert Tseng: I get the CSV, and you just paste it in.
171 00:19:59.130 ⇒ 00:20:02.139 Hannah Wang: Yeah, or like a TSV, or a tab separated, whatever.
172 00:20:02.140 ⇒ 00:20:02.870 Robert Tseng: Oh, and .
173 00:20:02.870 ⇒ 00:20:08.100 Hannah Wang: is, like, pasted in. So what it does is it,
174 00:20:08.370 ⇒ 00:20:19.679 Hannah Wang: kind of gives me either if we should pursue it, or nurture lightly, or the last thing is just, like, discard or ignore or whatever. So those are the three, kind of, tiers that it…
175 00:20:19.760 ⇒ 00:20:37.280 Hannah Wang: gives me, and then I asked it for a rationale, and then I also asked it to give me 3 options, because I feel like there’s different angles, and I know you put in the playbooks into the platform, so I just told it to use that to help with the messaging.
176 00:20:38.460 ⇒ 00:20:42.279 Hannah Wang: So, I don’t know if, like, this is what you would…
177 00:20:42.680 ⇒ 00:20:46.929 Hannah Wang: send. Like, to me, this is kind of similar to what GPT gave me.
178 00:20:47.550 ⇒ 00:20:52.759 Hannah Wang: maybe it’s a little bit more accurate, but I… I don’t have a good gauge of that, so if…
179 00:20:52.920 ⇒ 00:20:59.979 Hannah Wang: I can, like, send you this, and you can look over it briefly, and if it’s, like, still off, then I might…
180 00:21:00.790 ⇒ 00:21:05.960 Hannah Wang: I don’t know what I… would do… Different?
181 00:21:05.960 ⇒ 00:21:14.080 Robert Tseng: Ideally, we would… I think you should be able to export all of the LinkedIn messages, and then you can have it, like, learn more, like.
182 00:21:14.210 ⇒ 00:21:17.599 Robert Tseng: messages, the intro messages that I sent, and, like, who…
183 00:21:17.600 ⇒ 00:21:18.210 Hannah Wang: Yeah.
184 00:21:18.350 ⇒ 00:21:23.950 Robert Tseng: like, yeah, you could… you could improve. Yeah. I mean, I, I think we need to, yeah.
185 00:21:25.200 ⇒ 00:21:27.629 Hannah Wang: Like, export all of these, basically.
186 00:21:27.870 ⇒ 00:21:31.380 Robert Tseng: I think there’s a way to programmatically export all of these, yeah.
187 00:21:32.200 ⇒ 00:21:33.500 Hannah Wang: like, something that…
188 00:21:34.480 ⇒ 00:21:38.710 Hannah Wang: Like, would it be connected to, like, a LinkedIn API, or whatever, or something like that? Yeah.
189 00:21:38.710 ⇒ 00:21:40.620 Robert Tseng: okay.
190 00:21:41.220 ⇒ 00:21:49.459 Hannah Wang: I tried looking at that, but maybe I’ll give it another go today and see, but I just…
191 00:21:50.110 ⇒ 00:22:04.289 Hannah Wang: like, I think in order to use LinkedIn’s APIs, like, you need to get approved into a certain, like, tier that they, like, approve of, and then you can start using and hooking up everything with LinkedIn, but…
192 00:22:04.570 ⇒ 00:22:12.339 Hannah Wang: But then I found something like this, which… I don’t know, like, this, I think it does… get you…
193 00:22:12.490 ⇒ 00:22:20.509 Hannah Wang: your inbox and conversations, so… If… okay, yeah, I don’t know, but
194 00:22:22.250 ⇒ 00:22:30.450 Hannah Wang: Yeah. If this is not good, and if you want me to do that, like, I will. I’m assuming it’s, like, kinda iffy still.
195 00:22:30.450 ⇒ 00:22:32.770 Robert Tseng: Yeah, I mean, it just kinda looks…
196 00:22:33.700 ⇒ 00:22:35.640 Hannah Wang: AI.
197 00:22:35.640 ⇒ 00:22:36.430 Robert Tseng: AI…
198 00:22:36.780 ⇒ 00:22:37.759 Hannah Wang: Which is fine.
199 00:22:37.760 ⇒ 00:22:44.850 Robert Tseng: But, like, I… Yeah, I mean, like, I think it can just be better.
200 00:22:45.040 ⇒ 00:22:45.970 Hannah Wang: Yeah.
201 00:22:46.490 ⇒ 00:22:47.260 Robert Tseng: Yeah.
202 00:22:48.700 ⇒ 00:22:49.780 Hannah Wang: Okay, well…
203 00:22:49.780 ⇒ 00:22:55.700 Robert Tseng: Like, I barely write any of my own emails now. Like, I have this thing that’s just trained on my emails, and, like, it…
204 00:22:55.990 ⇒ 00:23:01.129 Robert Tseng: it just writes it the way I want to every time. So, like, I don’t really feel like I need to…
205 00:23:01.330 ⇒ 00:23:03.300 Robert Tseng: Do this whole, like.
206 00:23:03.720 ⇒ 00:23:12.459 Robert Tseng: come up with three options template kind of thing anymore. It just, like, knows what emails are… are better performing, and it, like, learns my voice.
207 00:23:14.050 ⇒ 00:23:21.309 Hannah Wang: Okay. Do I just, like, if I need help, do I just message the AI team? Like, do you know what channel I can just, like, word?
208 00:23:21.440 ⇒ 00:23:25.170 Hannah Wang: Dump, process, ask questions for…
209 00:23:25.170 ⇒ 00:23:27.139 Robert Tseng: Yeah, yeah, you could do the AI team.
210 00:23:27.940 ⇒ 00:23:30.620 Hannah Wang: I just wanted to be super noisy, but…
211 00:23:30.620 ⇒ 00:23:38.650 Robert Tseng: It’s… it’s fine. I mean, Miranda’s asking about, like, toggling models and cursor, so I’m sure it’s fine.
212 00:23:39.040 ⇒ 00:23:41.060 Hannah Wang: Okay,
213 00:23:41.220 ⇒ 00:23:59.890 Hannah Wang: I’ll… I’ll work on that, and then I’ll… I think the event thing is a similar vein, where I would want it to hook up to LinkedIn somehow, which is not super easy, or from what my research showed me yesterday, but I’ll do that, and then,
214 00:24:00.290 ⇒ 00:24:07.789 Hannah Wang: Yeah, if you have any posts, I mean, no pressure, but I just want to help as much as I can before I go out of office, so…
215 00:24:08.110 ⇒ 00:24:12.589 Hannah Wang: But if the partner stuff is more of a priority, like, I will do that, and then…
216 00:24:13.250 ⇒ 00:24:17.800 Hannah Wang: do the skill stuff later. Just let me know what I should do first.
217 00:24:18.170 ⇒ 00:24:35.389 Robert Tseng: Yeah, well, I guess I’m… this is where my head is at, and I’m, like, trying to get that out, so I think I’d rather do the partnerships. The content is always just a bonus. It’ll never be, like, the biggest priority for me. I just… I feel like I have to just… I mean, it’s like a…
218 00:24:35.590 ⇒ 00:24:42.040 Robert Tseng: I have, like, a list of two dues, and I never finish, like, half of it, and it’s just always in the other half that I don’t finish.
219 00:24:42.280 ⇒ 00:24:44.339 Hannah Wang: Okay. Yeah. Okay, then I’ll do…
220 00:24:44.340 ⇒ 00:24:48.040 Robert Tseng: I will get to it when I can. I just… I can’t make any promises.
221 00:24:48.040 ⇒ 00:24:59.559 Hannah Wang: Oh, that’s okay, yeah. I’ll just do the partner stuff today, and then do the nurturing stuff after that, and then just let me know if you need any other help from me.
222 00:24:59.560 ⇒ 00:25:08.380 Robert Tseng: Yeah, I think those would be helpful, just, like, to keep those moving along, yeah, I…
223 00:25:11.010 ⇒ 00:25:16.959 Robert Tseng: Yeah, I’m pretty much in email, meetings for the rest of the afternoon, so I don’t really think I’ll do it today, to be honest, but…
224 00:25:16.960 ⇒ 00:25:17.430 Hannah Wang: That’s okay.
225 00:25:17.430 ⇒ 00:25:18.919 Robert Tseng: I’ll try, we’ll see.
226 00:25:19.740 ⇒ 00:25:26.019 Hannah Wang: That’s okay. I mean, partnership’s your bet, so you’re driving your thing forward. So, yeah, it’s okay.
227 00:25:26.260 ⇒ 00:25:27.460 Robert Tseng: Okay, alright.
228 00:25:27.460 ⇒ 00:25:28.200 Hannah Wang: Okay.
229 00:25:28.200 ⇒ 00:25:28.640 Robert Tseng: Alright.