Meeting Title: Client Roadmap and Dashboard Sync Date: 2026-04-17 Meeting participants: Greg Stoutenburg, Garrett Gibson, Advait Nandakumar Menon, Demilade Agboola, Mustafa Raja
WEBVTT
1 00:00:16.680 ⇒ 00:00:17.699 Greg Stoutenburg: Hey, good.
2 00:00:21.550 ⇒ 00:00:27.529 Garrett Gibson: Let me share the roadmap really quick, because I was thrown off guard that it wasn’t correct. Hold on.
3 00:00:34.830 ⇒ 00:00:39.440 Garrett Gibson: Also, I realized I didn’t… I should probably include the linear tickets on here, too, right?
4 00:00:40.240 ⇒ 00:00:55.530 Greg Stoutenburg: I mean, I think since it’s client-facing, I wouldn’t. I actually made a change to the platform to adjust any skill that’s making something client-facing to not include reference to linear tickets, because that’s just too detailed a level of visibility. I don’t think we need to show them how the sausage is made.
5 00:00:56.140 ⇒ 00:01:02.300 Garrett Gibson: Yeah, the only SAW I have, though, is this. I use the sow to create the, like, the roadmap, also.
6 00:01:03.380 ⇒ 00:01:04.190 Greg Stoutenburg: Okay.
7 00:01:04.709 ⇒ 00:01:05.159 Garrett Gibson: This…
8 00:01:05.160 ⇒ 00:01:05.780 Greg Stoutenburg: So…
9 00:01:05.780 ⇒ 00:01:06.850 Garrett Gibson: It’s fair.
10 00:01:07.340 ⇒ 00:01:11.329 Greg Stoutenburg: Yeah, this is… okay, so this was just for the ingestion workstream.
11 00:01:11.660 ⇒ 00:01:14.250 Garrett Gibson: Another style, because this is the only one I saw.
12 00:01:14.250 ⇒ 00:01:27.279 Greg Stoutenburg: Yeah, so we’ve got… there should be one on… well, we’re doing a product analytics project, I don’t know if there was actually a scope of work made for it, rather than just we agreed to do it on retainer, and like, here’s how much time it’s going to take.
13 00:01:27.460 ⇒ 00:01:28.320 Garrett Gibson: Okay.
14 00:01:28.740 ⇒ 00:01:31.200 Garrett Gibson: We don’t have that, yeah, in the roadmap, then.
15 00:01:31.200 ⇒ 00:01:40.550 Greg Stoutenburg: Yeah, okay. And then, yeah, and then I think she also just, like, panicked a little bit because the dates didn’t, don’t align with the Instagant.
16 00:01:40.840 ⇒ 00:01:41.980 Greg Stoutenburg: So…
17 00:01:43.200 ⇒ 00:01:47.279 Garrett Gibson: I mean, ideally, the SAL… we should just use SAL in linear, I would think, right?
18 00:01:47.580 ⇒ 00:01:49.639 Greg Stoutenburg: Those should be the sources of truth, yeah.
19 00:01:49.640 ⇒ 00:01:49.990 Garrett Gibson: Yeah.
20 00:01:49.990 ⇒ 00:02:04.389 Greg Stoutenburg: have something that we present to the client. So, like, what I think would be an ideal flow is every single week, you… you show this and update it. I don’t… is this interactive? Like, can the client interact with this, or you just… you just make an image and put it on there?
21 00:02:04.670 ⇒ 00:02:06.729 Garrett Gibson: Yeah, just like a weekly kind of update.
22 00:02:06.730 ⇒ 00:02:10.930 Greg Stoutenburg: Okay. I think that’s fine, as long as… as long as linear is up-to-date.
23 00:02:10.930 ⇒ 00:02:11.280 Garrett Gibson: Yeah.
24 00:02:11.280 ⇒ 00:02:23.380 Greg Stoutenburg: just use cursor or whatever and pull this, then I think that’s great. The problem we run into as here is that it doesn’t match, linear… I mean, well, one, linear is not up to date. It doesn’t match
25 00:02:23.900 ⇒ 00:02:30.529 Greg Stoutenburg: And then, and then, you know, then there’s also the piece that we had made client-facing, which is the Instagant.
26 00:02:30.530 ⇒ 00:02:30.980 Garrett Gibson: Yeah.
27 00:02:31.100 ⇒ 00:02:33.919 Greg Stoutenburg: That she went and looked at.
28 00:02:34.520 ⇒ 00:02:50.249 Greg Stoutenburg: And I’ll… I mean, I’ll just take full responsibility for fumbling the Instagant part, because we, as a team and company, said that we were going to start moving away from Instagant and just relying on project views in linear. But then when she said… when she asked a week ago, is the Instagant up to date?
29 00:02:50.250 ⇒ 00:03:01.219 Greg Stoutenburg: I said yes. What I should have said… I mean, sorry. What I should have said is, yeah, we use it, and so you can trust those timelines. What she actually said is, does this reflect the scope?
30 00:03:01.220 ⇒ 00:03:03.519 Greg Stoutenburg: of work, and I…
31 00:03:03.520 ⇒ 00:03:14.949 Garrett Gibson: Can you just send me an image of that instant? Because I think I had trouble just even logging in, so what if… maybe what I could do is just take a screenshot of that instant and just apply it, right, to this roadmap view here, and then…
32 00:03:14.950 ⇒ 00:03:21.229 Greg Stoutenburg: So, I don’t want to do that either, though, because then this makes it look like we’re way behind on stuff that needs to be wrapped up by here.
33 00:03:21.860 ⇒ 00:03:25.999 Greg Stoutenburg: er, er, sorry, rather, by, like, over here. So,
34 00:03:26.400 ⇒ 00:03:29.620 Greg Stoutenburg: Let’s… let’s not do that either.
35 00:03:30.520 ⇒ 00:03:31.410 Garrett Gibson: Okay.
36 00:03:31.410 ⇒ 00:03:32.700 Greg Stoutenburg: He said, don’t look at Instagram.
37 00:03:32.700 ⇒ 00:03:35.640 Garrett Gibson: Right now, I guess, until we update the one-year plan.
38 00:03:35.640 ⇒ 00:03:38.850 Greg Stoutenburg: Let’s not show that, let’s not show that slide anymore. We need to…
39 00:03:38.850 ⇒ 00:03:39.639 Garrett Gibson: in the back.
40 00:03:39.800 ⇒ 00:03:45.590 Greg Stoutenburg: what I think we need to do, and I just… I just made a doc, Here, response.
41 00:03:45.760 ⇒ 00:03:48.119 Greg Stoutenburg: to Caitlin.
42 00:03:48.620 ⇒ 00:03:58.960 Greg Stoutenburg: I made this doc that… this is just her message, and what I want us to do is, like, sort of, like, most urgent thing is we need to respond to all of these.
43 00:03:59.370 ⇒ 00:04:00.879 Garrett Gibson: I’ll let you share, yeah.
44 00:04:01.200 ⇒ 00:04:04.560 Greg Stoutenburg: Yeah, so let me just put you guys on it. Actually, let’s just…
45 00:04:09.720 ⇒ 00:04:14.299 Greg Stoutenburg: Alright, and I’ll put this in the Slack that we’re all in right now.
46 00:04:16.709 ⇒ 00:04:21.999 Greg Stoutenburg: Okay, so I think, yeah, most urgent thing is gonna be just responding here.
47 00:04:22.130 ⇒ 00:04:30.390 Greg Stoutenburg: And getting our… our ducks in a row. And then, second, we… like, linear’s just gotta be updated, and I think… I think this bit us…
48 00:04:31.210 ⇒ 00:04:36.729 Greg Stoutenburg: maybe, you know… I think if we’d had Linear updated Wednesday.
49 00:04:37.400 ⇒ 00:04:46.869 Greg Stoutenburg: and the Gantt that we showed in the meeting yesterday was, you know, consequently accurate, I don’t think that she would have sent this message, is… is my thought.
50 00:04:47.570 ⇒ 00:04:49.999 Garrett Gibson: Maybe we should just bring up the linear plan right now, right?
51 00:04:50.440 ⇒ 00:04:58.620 Greg Stoutenburg: Yeah, well, I mean, I really think first we need, like, we need to respond to her, because she’s just, you know, she’s just sent a pretty important message, so…
52 00:04:59.410 ⇒ 00:05:00.270 Greg Stoutenburg: Alright.
53 00:05:01.760 ⇒ 00:05:08.379 Greg Stoutenburg: So, can we just go through this right now? Because I think everyone who’s working on it is right here. So, financial account revenue dash.
54 00:05:08.820 ⇒ 00:05:10.280 Greg Stoutenburg: Finish, right?
55 00:05:12.060 ⇒ 00:05:16.119 Demilade Agboola: Yeah, I believe we’re done with ERR.
56 00:05:19.380 ⇒ 00:05:29.780 Demilade Agboola: I could take, like, Advait help to just look at the financial dash, so that, like, there’s a financial dash base of QuickBooks, which we can also, like, modify, potentially.
57 00:05:30.120 ⇒ 00:05:32.119 Greg Stoutenburg: And that’s the financial summary dashboard?
58 00:05:32.120 ⇒ 00:05:33.730 Demilade Agboola: Exactly, yeah, so…
59 00:05:35.110 ⇒ 00:05:35.630 Advait Nandakumar Menon: Nope.
60 00:05:36.150 ⇒ 00:05:38.210 Greg Stoutenburg: ARR dashboard, done.
61 00:05:38.380 ⇒ 00:05:42.279 Greg Stoutenburg: Okay, that’s the one that’s been finalized with Ryan. Yeah.
62 00:05:43.900 ⇒ 00:05:48.229 Greg Stoutenburg: Review Financial Summary Dashboard.
63 00:05:48.550 ⇒ 00:05:51.620 Greg Stoutenburg: That says in QA.
64 00:05:52.150 ⇒ 00:05:54.320 Greg Stoutenburg: Do we know what needed to be done here?
65 00:05:54.570 ⇒ 00:06:04.040 Demilade Agboola: Yeah, yeah, so that’s part of what I mean, like, the visual hierarchy, and also things around, like, they said stuff around, like, they wanted to get CAC, and
66 00:06:04.710 ⇒ 00:06:07.120 Demilade Agboola: LTV. Organized.
67 00:06:07.500 ⇒ 00:06:12.930 Demilade Agboola: But they haven’t done that yet, so we’re gonna ship it out without those values.
68 00:06:13.560 ⇒ 00:06:18.119 Greg Stoutenburg: Who, who… whose responsibility is it to get CAC and LTV?
69 00:06:18.440 ⇒ 00:06:34.650 Demilade Agboola: Laura… Laura was supposed to do that, but she said, like, until she does that, we can’t do anything, so, like, that’s out of our… about, like, that’s out of our park. And to be fair, this was a dashboard for only her and Nico to see, like, this was so…
70 00:06:37.230 ⇒ 00:06:41.830 Greg Stoutenburg: Okay. And do we know when we’ve communicated with her about needing this?
71 00:06:42.360 ⇒ 00:06:48.479 Demilade Agboola: I mean, again, she’s not… she’s… she’s really not been on it in that regard about…
72 00:06:48.480 ⇒ 00:06:49.050 Greg Stoutenburg: Okay.
73 00:06:53.920 ⇒ 00:06:57.670 Demilade Agboola: Because she just… we had calls with her, and she said, like, we’ll get this, like.
74 00:06:57.970 ⇒ 00:07:00.690 Demilade Agboola: We’re not in the position where, like, CAC couldn’t be used.
75 00:07:01.170 ⇒ 00:07:01.850 Greg Stoutenburg: Okay.
76 00:07:01.850 ⇒ 00:07:09.770 Demilade Agboola: And so for now, even though it wasn’t the metric board, Like, the dashboard metrics.
77 00:07:09.770 ⇒ 00:07:10.769 Greg Stoutenburg: In the dock.
78 00:07:10.770 ⇒ 00:07:12.659 Demilade Agboola: Yeah, you can’t… we’re not using it yet.
79 00:07:14.550 ⇒ 00:07:19.689 Demilade Agboola: So… It’s the first one, the very first one.
80 00:07:19.690 ⇒ 00:07:20.870 Greg Stoutenburg: Yeah, okay.
81 00:07:21.070 ⇒ 00:07:23.189 Demilade Agboola: Let’s see, UT…
82 00:07:24.160 ⇒ 00:07:25.849 Greg Stoutenburg: Okay, we need these from Laura.
83 00:07:26.000 ⇒ 00:07:26.589 Greg Stoutenburg: You’re saying?
84 00:07:26.590 ⇒ 00:07:32.110 Demilade Agboola: Yes, we do, but I think we should push it out without… I don’t want us to wait.
85 00:07:32.110 ⇒ 00:07:33.880 Greg Stoutenburg: No, we can’t wait in any more names.
86 00:07:33.880 ⇒ 00:07:36.099 Demilade Agboola: That’s what I’m trying to say. So, we push it out…
87 00:07:37.110 ⇒ 00:07:42.300 Demilade Agboola: Without, like, we just go, like, this is what’s not there, this is that, and we push it out.
88 00:07:43.460 ⇒ 00:07:47.940 Greg Stoutenburg: Okay, I fully agree. So… Alright.
89 00:07:48.340 ⇒ 00:07:53.230 Greg Stoutenburg: Publish this. Mark. Done.
90 00:07:54.340 ⇒ 00:07:57.189 Greg Stoutenburg: Send note to Laura.
91 00:07:57.960 ⇒ 00:08:11.429 Greg Stoutenburg: that those charts aren’t included. And Demi, can you just, like, either just tell me right now what I need to write to her? Like, what words… or… or you can come in and just draft a message?
92 00:08:11.760 ⇒ 00:08:15.229 Demilade Agboola: I think it’s best if we…
93 00:08:18.430 ⇒ 00:08:21.600 Demilade Agboola: Okay, I’ll draft the message. Can you send, can you send the link to me?
94 00:08:21.750 ⇒ 00:08:23.039 Greg Stoutenburg: Yeah, yeah.
95 00:08:24.270 ⇒ 00:08:26.009 Greg Stoutenburg: I’ll put it right in this chat as well.
96 00:08:29.470 ⇒ 00:08:30.230 Greg Stoutenburg: Okay.
97 00:08:30.970 ⇒ 00:08:34.140 Greg Stoutenburg: Alright, I’ll just put a comment here.
98 00:08:35.260 ⇒ 00:08:44.910 Greg Stoutenburg: Demi to… Graph message for Laura on what is needed to… One block.
99 00:08:46.550 ⇒ 00:08:52.720 Greg Stoutenburg: Reporting on this dash. Okay. Alright, Deanna’s dash. I thought this was just done.
100 00:08:54.320 ⇒ 00:08:54.889 Demilade Agboola: I know we have.
101 00:08:54.890 ⇒ 00:08:55.360 Greg Stoutenburg: mistaken.
102 00:08:55.550 ⇒ 00:09:00.019 Demilade Agboola: We had feedback on, like, things we needed to change.
103 00:09:00.020 ⇒ 00:09:00.650 Advait Nandakumar Menon: Yeah.
104 00:09:01.530 ⇒ 00:09:05.340 Demilade Agboola: I know Advaita’s been working on that, I don’t know how far along he is on that.
105 00:09:07.440 ⇒ 00:09:08.729 Greg Stoutenburg: Can you speak to that a bit?
106 00:09:09.280 ⇒ 00:09:12.140 Advait Nandakumar Menon: Yeah, so… I…
107 00:09:12.570 ⇒ 00:09:18.970 Advait Nandakumar Menon: have had a hard time figuring out the tickets or the next step for the feedback. I couldn’t find it.
108 00:09:19.280 ⇒ 00:09:20.750 Advait Nandakumar Menon: So…
109 00:09:22.160 ⇒ 00:09:33.979 Advait Nandakumar Menon: Yeah, the feedback I worked on was for this, the customer success and revenue performance metrics, so that’s almost done, all of the tickets, but for the reporting and enablement, I wouldn’t say that much.
110 00:09:35.020 ⇒ 00:09:35.710 Greg Stoutenburg: Okay.
111 00:09:36.370 ⇒ 00:09:40.319 Greg Stoutenburg: Alright, so for customer reporting enablement, that’s this one we’re talking about right now. Customer…
112 00:09:40.620 ⇒ 00:09:41.320 Advait Nandakumar Menon: Yeah.
113 00:09:42.100 ⇒ 00:09:48.269 Demilade Agboola: But for Deanna, I know the two main things she mentioned were we need to take some things out of the dashboard.
114 00:09:48.760 ⇒ 00:09:51.240 Demilade Agboola: So that it’ll be more customer-facing.
115 00:09:51.890 ⇒ 00:09:58.090 Demilade Agboola: I don’t know if we have any tickets to that, but that was the feedback she gave. As well as,
116 00:10:00.010 ⇒ 00:10:05.950 Demilade Agboola: As well as, yeah, trying to get this connected to Postgres, like, the live data, so that we don’t have to keep relying on extracts.
117 00:10:08.710 ⇒ 00:10:14.740 Demilade Agboola: And also integrating pylon. Those were the three main changes I remember from the call. I don’t know if anyone remembers any other thing.
118 00:10:17.080 ⇒ 00:10:17.760 Greg Stoutenburg: Okay.
119 00:10:18.270 ⇒ 00:10:21.570 Greg Stoutenburg: need pylon, but we have… well, the pylon work is.
120 00:10:21.570 ⇒ 00:10:27.509 Demilade Agboola: We’ve done that, we’ve done that. I’m just saying, those are the three feedback that I remember from the call. So it was pylon.
121 00:10:27.870 ⇒ 00:10:36.149 Demilade Agboola: It was connecting to live… the live Postgres data, and making it a more customer-facing view by removing some of the unnecessary things in there.
122 00:10:40.470 ⇒ 00:10:43.230 Greg Stoutenburg: Okay, but the charts, okay.
123 00:10:47.390 ⇒ 00:10:48.320 Greg Stoutenburg: So, okay.
124 00:10:48.320 ⇒ 00:10:54.119 Advait Nandakumar Menon: So, Pylon is what Utam also pushed, and I reviewed. That’s the one, right, Demi?
125 00:10:54.660 ⇒ 00:10:55.919 Advait Nandakumar Menon: on the PR?
126 00:10:55.920 ⇒ 00:10:57.170 Greg Stoutenburg: That part should be done.
127 00:10:57.620 ⇒ 00:10:58.360 Advait Nandakumar Menon: Okay.
128 00:10:58.730 ⇒ 00:10:59.330 Greg Stoutenburg: Yeah.
129 00:11:00.110 ⇒ 00:11:07.520 Advait Nandakumar Menon: Okay. So, with respect to that, do I have to make any change in the dashboard? I don’t think so, right?
130 00:11:07.520 ⇒ 00:11:13.370 Demilade Agboola: We do. I can’t remember off the top of my head, and you might need to review the meeting.
131 00:11:13.480 ⇒ 00:11:17.080 Demilade Agboola: I believe you were in the meeting as well, but, like, there were stuff she said, like.
132 00:11:17.860 ⇒ 00:11:19.850 Demilade Agboola: These are things we need to, like.
133 00:11:20.340 ⇒ 00:11:27.630 Demilade Agboola: Not sure, because we will want to be able to just make it for different customers and send to them.
134 00:11:28.130 ⇒ 00:11:37.410 Demilade Agboola: And so the idea was we wanted to make it more customer-facing, like, the ability for them to be able to, like, modify it and send it to different customers on, like, how they’re utilizing.
135 00:11:38.400 ⇒ 00:11:39.090 Advait Nandakumar Menon: Okay.
136 00:11:39.090 ⇒ 00:11:40.519 Demilade Agboola: Of the, the platform.
137 00:11:41.650 ⇒ 00:11:51.239 Advait Nandakumar Menon: Okay, I didn’t see any ticket for that, but maybe I can go back to the transcript and see which specific charge she won’t removed, I can work on that.
138 00:11:51.290 ⇒ 00:11:59.619 Demilade Agboola: Alright, yeah, I think we could also use Cursor to, like, ask questions about the call, the transcript call, so you can at least get some context quickly.
139 00:12:01.020 ⇒ 00:12:01.560 Advait Nandakumar Menon: Yep.
140 00:12:02.720 ⇒ 00:12:03.490 Greg Stoutenburg: Okay.
141 00:12:04.530 ⇒ 00:12:07.400 Greg Stoutenburg: I’m, I just pulled it in cursor right now.
142 00:12:08.690 ⇒ 00:12:13.500 Greg Stoutenburg: I’m gonna just… Copy this.
143 00:12:14.080 ⇒ 00:12:15.559 Greg Stoutenburg: And put it right here.
144 00:12:16.480 ⇒ 00:12:17.170 Advait Nandakumar Menon: Okay.
145 00:12:19.640 ⇒ 00:12:21.650 Greg Stoutenburg: And then ticketed out afterward.
146 00:12:23.330 ⇒ 00:12:29.389 Greg Stoutenburg: That looks… that looks horrible. But I’ll just comment, maybe, you know, you can drop it back in cursor, and it’ll… it’ll…
147 00:12:29.610 ⇒ 00:12:36.410 Greg Stoutenburg: Make it look better. Alright, so basically, this is… this is not finished. So.
148 00:12:37.940 ⇒ 00:12:42.980 Demilade Agboola: Okay, in terms of what’s not finished in this, I know, obviously, the…
149 00:12:43.220 ⇒ 00:12:48.079 Demilade Agboola: We still haven’t been able to get live progress data, that has constantly been an issue, so…
150 00:12:48.570 ⇒ 00:12:57.030 Demilade Agboola: I mean, at this point, VAD is a huge blocker, but in terms of, like, what the charts are.
151 00:12:57.150 ⇒ 00:13:10.100 Demilade Agboola: I think that would be a real quick fix. I know it wasn’t crazy, I know we basically had most of it done, but it was just more of, like, hey, can we remove this chart? Can you make this slight modification or slight tweaks? I feel like we can get that done.
152 00:13:10.420 ⇒ 00:13:26.430 Demilade Agboola: Like, ASAP. Yeah, so at that point, we can push it back to them and be like, okay, we’ve done our bits, we’ve integrated Python, we’ve, changed what needs to be removed, all that remains is the live Postgres data, and you’d have a functioning dash.
153 00:13:27.720 ⇒ 00:13:28.360 Greg Stoutenburg: Okay.
154 00:13:28.360 ⇒ 00:13:29.000 Advait Nandakumar Menon: Okay.
155 00:13:29.810 ⇒ 00:13:33.009 Greg Stoutenburg: Who’s, who’s blocking us on Postgres data?
156 00:13:33.760 ⇒ 00:13:38.810 Demilade Agboola: Basically Victor and the engineering team, that’s basically the main issue.
157 00:13:38.910 ⇒ 00:13:48.430 Demilade Agboola: It’s part of what Utam was taking up with them. Utam said he was gonna handle that, and so I kind of unlooked, and just not been focused on that.
158 00:13:48.590 ⇒ 00:13:51.849 Greg Stoutenburg: Alright, sounds good. Customer success…
159 00:13:52.370 ⇒ 00:13:54.550 Greg Stoutenburg: And performance revenue, that’s this one.
160 00:13:54.850 ⇒ 00:13:57.929 Greg Stoutenburg: I marked this one as done, because we did everything she asked for.
161 00:13:59.440 ⇒ 00:14:02.290 Demilade Agboola: I think for this, it would help to have a call with her.
162 00:14:02.290 ⇒ 00:14:03.079 Greg Stoutenburg: Yeah, I think so.
163 00:14:03.710 ⇒ 00:14:08.099 Demilade Agboola: And just get in front of her and be like, yeah, we actually are done with this.
164 00:14:08.250 ⇒ 00:14:16.059 Demilade Agboola: And so she can also give, like, the final feedback on, like, the… what tier she wants us to see, and if she wants, like…
165 00:14:16.550 ⇒ 00:14:32.389 Demilade Agboola: hardcode, like, or tell them that Salesforce needs certain opportunities, segments, like, fully put in, if not it will end up being all. But in terms of us, I think, in a way, this is also us, like, we need to be more in front of them with what we’re doing, I guess.
166 00:14:32.710 ⇒ 00:14:33.410 Greg Stoutenburg: Yeah.
167 00:14:33.750 ⇒ 00:14:37.089 Greg Stoutenburg: Yeah, I was a little bit surprised by this one.
168 00:14:37.090 ⇒ 00:14:37.740 Demilade Agboola: Yeah.
169 00:14:38.140 ⇒ 00:14:42.329 Greg Stoutenburg: Because I thought, like, well, actually, like, I showed it yesterday, I’m not sure, like…
170 00:14:42.330 ⇒ 00:14:47.199 Demilade Agboola: Yeah, which is why Tina said the dashboard was not shared with Lara, only screenshots or screen recordings, and I think that’s part of… Yeah.
171 00:14:47.730 ⇒ 00:14:55.089 Greg Stoutenburg: Yeah, I think so. So, changes from the feedback have not been… I don’t know why that’s there, because we did do it all.
172 00:14:55.460 ⇒ 00:14:56.280 Greg Stoutenburg: Alright.
173 00:14:56.280 ⇒ 00:14:57.050 Advait Nandakumar Menon: Just…
174 00:14:57.380 ⇒ 00:14:57.750 Greg Stoutenburg: Yeah, go ahead.
175 00:14:57.750 ⇒ 00:15:09.750 Advait Nandakumar Menon: Yeah, we just have… I think I sent this in my update message, but just 3 tickets are pending from the feedback in my name, and 2 of them I needed clarification from you, Greg.
176 00:15:10.260 ⇒ 00:15:16.330 Advait Nandakumar Menon: Maybe… If you can look at those. It’s nothing crazy, I just needed…
177 00:15:16.440 ⇒ 00:15:21.440 Advait Nandakumar Menon: Like, clarification on what the actual ask is in those tickets.
178 00:15:21.620 ⇒ 00:15:23.949 Greg Stoutenburg: Can you… and that’s for this one, for the customers?
179 00:15:23.950 ⇒ 00:15:25.490 Advait Nandakumar Menon: Yeah, yeah, yeah.
180 00:15:25.490 ⇒ 00:15:29.000 Greg Stoutenburg: Can you just… can you just show me what those tickets are right now, or we find them together?
181 00:15:29.550 ⇒ 00:15:32.689 Advait Nandakumar Menon: Yeah, just give me a second.
182 00:15:40.010 ⇒ 00:15:40.970 Greg Stoutenburg: Is it this?
183 00:15:41.610 ⇒ 00:15:44.490 Advait Nandakumar Menon: It’s 531, 534, and 535.
184 00:15:44.490 ⇒ 00:15:45.500 Greg Stoutenburg: 531…
185 00:15:52.510 ⇒ 00:15:55.650 Advait Nandakumar Menon: And this should be related to 534.
186 00:15:55.960 ⇒ 00:15:57.560 Advait Nandakumar Menon: I’m not wrong, because…
187 00:16:07.760 ⇒ 00:16:09.940 Greg Stoutenburg: This does not even ring a bell.
188 00:16:18.840 ⇒ 00:16:21.890 Greg Stoutenburg: Same domain ordering discipline as tier.
189 00:16:23.370 ⇒ 00:16:30.409 Advait Nandakumar Menon: Yeah, I have, sorted the tier, like, tier 1, 2, 3, 4, and all, I’ve done that, but…
190 00:16:31.110 ⇒ 00:16:40.129 Advait Nandakumar Menon: I think what this ticket is basically saying is something similar here, which I don’t understand, and that’s what it’s saying in 534 as well, something similar over there.
191 00:16:40.830 ⇒ 00:16:43.830 Greg Stoutenburg: Yeah. So, when this meant…
192 00:16:43.960 ⇒ 00:16:50.409 Greg Stoutenburg: Tier 1, 2, 3, 4, we were seeing, depending on the value, it might be Tier 2, 3, 1, 4.
193 00:16:50.410 ⇒ 00:16:51.370 Advait Nandakumar Menon: Yeah, yeah.
194 00:16:51.370 ⇒ 00:17:00.819 Greg Stoutenburg: You know, like, sort of descending. And she wanted that fixed to Tier 1, Tier 2, Tier 3, Tier 4. But now we move to,
195 00:17:01.420 ⇒ 00:17:05.020 Greg Stoutenburg: Tears for the one, and then,
196 00:17:05.550 ⇒ 00:17:11.809 Greg Stoutenburg: enterprise, mid-market, small, medium-sized business. So, I don’t know that this is relevant anymore.
197 00:17:11.819 ⇒ 00:17:12.459 Advait Nandakumar Menon: Okay.
198 00:17:12.670 ⇒ 00:17:13.499 Greg Stoutenburg: I’ll leave that on that.
199 00:17:13.500 ⇒ 00:17:23.490 Advait Nandakumar Menon: For the ones where still using tier, I have arranged it, sorted it like that, but this specific chart, I don’t know what’s there to do, so that’s why I…
200 00:17:23.730 ⇒ 00:17:25.230 Advait Nandakumar Menon: Want to check with you, yeah.
201 00:17:25.230 ⇒ 00:17:30.530 Greg Stoutenburg: Yeah. I’m gonna leave this alone. I have a feeling that this is gonna become a canceled ticket.
202 00:17:32.580 ⇒ 00:17:33.240 Advait Nandakumar Menon: Okay.
203 00:17:33.850 ⇒ 00:17:36.909 Advait Nandakumar Menon: Similar one would be 534.
204 00:17:37.310 ⇒ 00:17:37.900 Advait Nandakumar Menon: Oh.
205 00:17:37.900 ⇒ 00:17:38.970 Greg Stoutenburg: 534…
206 00:17:40.310 ⇒ 00:17:47.150 Advait Nandakumar Menon: Yeah, so this was, like, requesting it to be top 25, which was already the case, so…
207 00:17:52.970 ⇒ 00:17:53.710 Greg Stoutenburg: Okay.
208 00:17:55.490 ⇒ 00:17:58.959 Greg Stoutenburg: Top 25, not 20, and you’ve already got it to 25?
209 00:17:59.220 ⇒ 00:18:00.360 Advait Nandakumar Menon: Yeah, yeah.
210 00:18:00.360 ⇒ 00:18:00.970 Greg Stoutenburg: Okay.
211 00:18:03.420 ⇒ 00:18:05.909 Greg Stoutenburg: Alright, well then this… well then this is done.
212 00:18:08.560 ⇒ 00:18:09.210 Greg Stoutenburg: The last one?
213 00:18:09.210 ⇒ 00:18:11.069 Advait Nandakumar Menon: minus 531, which…
214 00:18:11.780 ⇒ 00:18:13.350 Greg Stoutenburg: That’s the one we just looked at.
215 00:18:13.350 ⇒ 00:18:16.689 Advait Nandakumar Menon: Sorry, not that one, not 5831,
216 00:18:21.020 ⇒ 00:18:22.909 Advait Nandakumar Menon: Yeah, I think it’s 535.
217 00:18:35.440 ⇒ 00:18:39.920 Advait Nandakumar Menon: And for this, it’s blocked by some spec, so I…
218 00:18:41.040 ⇒ 00:18:42.850 Advait Nandakumar Menon: Wasn’t sure how to proceed with this.
219 00:18:43.180 ⇒ 00:18:46.290 Greg Stoutenburg: Okay, this needs to come from Salesforce.
220 00:18:54.940 ⇒ 00:18:57.969 Greg Stoutenburg: This is where they want to look at churn, customer success.
221 00:19:05.330 ⇒ 00:19:07.420 Greg Stoutenburg: Okay, still need to get…
222 00:19:08.010 ⇒ 00:19:14.570 Greg Stoutenburg: churned customers from Salesforce. So, alright, so you just want clearer specifications as to what’s being asked for here?
223 00:19:16.060 ⇒ 00:19:16.680 Advait Nandakumar Menon: Yep.
224 00:19:16.680 ⇒ 00:19:17.420 Greg Stoutenburg: Okay.
225 00:19:18.500 ⇒ 00:19:22.499 Greg Stoutenburg: Alright, so I actually have to…
226 00:19:40.400 ⇒ 00:19:41.310 Greg Stoutenburg: Okay.
227 00:19:44.750 ⇒ 00:19:53.219 Greg Stoutenburg: for that one, I’ll respond back to the ticket at bait and just say… I mean, because I don’t know what the fields look like in Salesforce for this, so…
228 00:20:05.700 ⇒ 00:20:08.030 Greg Stoutenburg: Okay, alright.
229 00:20:09.660 ⇒ 00:20:11.589 Greg Stoutenburg: Okay, next up.
230 00:20:13.200 ⇒ 00:20:16.660 Greg Stoutenburg: Changes the instant. I need to just tell her this will be deprecated.
231 00:20:24.300 ⇒ 00:20:25.180 Greg Stoutenburg: Yeah.
232 00:20:26.610 ⇒ 00:20:29.590 Greg Stoutenburg: There were two dashboards for marketing that was supposed to be one.
233 00:20:29.900 ⇒ 00:20:35.119 Greg Stoutenburg: That still haven’t been reconciled. Oh, this is the… oh, this is her detailing the things that…
234 00:20:38.970 ⇒ 00:20:40.600 Greg Stoutenburg: Were issues with it.
235 00:20:40.810 ⇒ 00:20:42.420 Greg Stoutenburg: Where’s the strikethrough button?
236 00:20:45.760 ⇒ 00:20:48.649 Greg Stoutenburg: Whatever, I don’t know. I’ll just indent all of it, I guess.
237 00:20:53.450 ⇒ 00:20:57.830 Greg Stoutenburg: Okay, yeah, the one we’re working off of has not been fixed, yes.
238 00:20:59.290 ⇒ 00:21:00.220 Greg Stoutenburg: Yes.
239 00:21:06.090 ⇒ 00:21:09.880 Greg Stoutenburg: Okay, BDR dashboard has not been started. Demi, can you speak to that?
240 00:21:10.990 ⇒ 00:21:18.979 Demilade Agboola: So I know, like, Mustafa has, like, sent the PR in, giving feedback, so the idea is we should…
241 00:21:20.510 ⇒ 00:21:27.619 Demilade Agboola: The idea is we want to get, like, the modeling aspect done, and then, Advait can take over the…
242 00:21:28.830 ⇒ 00:21:30.279 Demilade Agboola: Building of the dashboard.
243 00:21:33.090 ⇒ 00:21:33.840 Greg Stoutenburg: Okay.
244 00:21:34.620 ⇒ 00:21:37.959 Demilade Agboola: Can we, can we get this, can we get this done?
245 00:21:38.370 ⇒ 00:21:41.550 Demilade Agboola: Like, today? Like, the PR done today?
246 00:21:42.180 ⇒ 00:21:47.619 Mustafa Raja: Yeah, so you wanted me to, move the typecastings from intermediate to raw, right?
247 00:21:47.620 ⇒ 00:21:48.390 Demilade Agboola: Yes, please.
248 00:21:48.950 ⇒ 00:21:53.579 Mustafa Raja: Yeah, yeah, I can do that, and I can ping you again, and then we can merge the PR.
249 00:21:53.850 ⇒ 00:21:55.520 Demilade Agboola: Alright. Alright.
250 00:21:56.130 ⇒ 00:21:58.369 Greg Stoutenburg: Okay, then once the PR is done, what’s left?
251 00:21:59.290 ⇒ 00:22:03.700 Demilade Agboola: Building out the dashboard, and rates will be… The one to do that.
252 00:22:03.980 ⇒ 00:22:06.699 Greg Stoutenburg: Okay, if the PR merges today.
253 00:22:06.820 ⇒ 00:22:10.219 Greg Stoutenburg: Advait, can you get version 1 of the dashboard done Monday?
254 00:22:10.890 ⇒ 00:22:17.079 Advait Nandakumar Menon: Yeah, I can aim for Monday, because I have a few requests and elements as well to take care of, so…
255 00:22:18.910 ⇒ 00:22:19.730 Advait Nandakumar Menon: Yep.
256 00:22:21.310 ⇒ 00:22:22.290 Greg Stoutenburg: Okay.
257 00:22:24.450 ⇒ 00:22:26.640 Greg Stoutenburg: This, I’ll just…
258 00:22:26.730 ⇒ 00:22:39.280 Demilade Agboola: Also, for, like, for Caitlin saying stuff around the Gantt chart, I can just say, unfortunately, you know, there have been just a lot of, like, revisions on…
259 00:22:39.470 ⇒ 00:22:39.960 Greg Stoutenburg: Yeah.
260 00:22:39.960 ⇒ 00:22:44.990 Demilade Agboola: dashboards which have taken away… The time that we would have had to spend on.
261 00:22:44.990 ⇒ 00:22:45.550 Greg Stoutenburg: Yeah.
262 00:22:45.820 ⇒ 00:22:53.079 Demilade Agboola: Yeah. But we do hope to get it out by Monday. I don’t… like, Advait, if you’re not sure about Monday, I don’t want us to commit to.
263 00:22:53.080 ⇒ 00:22:53.400 Greg Stoutenburg: No.
264 00:22:53.500 ⇒ 00:22:54.680 Demilade Agboola: And then mess up.
265 00:22:55.030 ⇒ 00:23:01.670 Greg Stoutenburg: We need to… so we need to be fast, we need to… we need to commit to timelines, but we need to hit those timelines. So, like…
266 00:23:01.670 ⇒ 00:23:02.120 Demilade Agboola: Okay.
267 00:23:02.120 ⇒ 00:23:07.839 Greg Stoutenburg: we can’t say, we’ll do it Monday because we’re going quickly, and then have it not be done Monday. Like, it has to happen.
268 00:23:08.140 ⇒ 00:23:11.710 Demilade Agboola: So that’s what I’m asking Advait. Advait, are you sure you can commit to Monday?
269 00:23:12.640 ⇒ 00:23:17.579 Advait Nandakumar Menon: Let me have a look at the spec,
270 00:23:18.230 ⇒ 00:23:22.809 Advait Nandakumar Menon: It’s the best devs metrics in the document, right?
271 00:23:22.810 ⇒ 00:23:23.390 Demilade Agboola: Yeah.
272 00:23:30.130 ⇒ 00:23:32.990 Advait Nandakumar Menon: I can commit to Monday, I think I can get it done.
273 00:23:33.480 ⇒ 00:23:34.140 Greg Stoutenburg: Okay.
274 00:23:34.350 ⇒ 00:23:38.279 Demilade Agboola: Alright, so yeah, we can then give the HAD the feedback that, hey, by Monday.
275 00:23:38.450 ⇒ 00:23:41.300 Demilade Agboola: They should be done, like, again, modeling…
276 00:23:43.210 ⇒ 00:23:49.860 Demilade Agboola: Yeah, just basically say Monday. V1 should be ready by Monday, and we can start, troubleshooting.
277 00:23:51.050 ⇒ 00:23:52.770 Greg Stoutenburg: Yeah.
278 00:23:53.680 ⇒ 00:24:00.999 Greg Stoutenburg: Yeah, and then I’ll handle this definition of done stuff with a sort of… I’ll create a checklist that I’ll say we’re gonna use.
279 00:24:03.520 ⇒ 00:24:12.210 Greg Stoutenburg: Yeah, and then she made comments about… the other Gantt… Customer product activity.
280 00:24:14.140 ⇒ 00:24:18.160 Greg Stoutenburg: This needs to be underway. Well, this is what they’re calling the BDR dashboard, right?
281 00:24:21.010 ⇒ 00:24:22.930 Greg Stoutenburg: No, that’s BizDevmetrics.
282 00:24:23.180 ⇒ 00:24:23.920 Demilade Agboola: Yeah.
283 00:24:26.000 ⇒ 00:24:28.880 Demilade Agboola: And that’s, like, Salesforce. Yeah, that’s the modeling.
284 00:24:29.580 ⇒ 00:24:30.130 Demilade Agboola: Yeah.
285 00:24:30.130 ⇒ 00:24:30.860 Greg Stoutenburg: Okay.
286 00:24:31.190 ⇒ 00:24:34.749 Greg Stoutenburg: Okay, that’s the one we were just talking about.
287 00:24:34.750 ⇒ 00:24:35.600 Demilade Agboola: Exactly.
288 00:24:44.430 ⇒ 00:24:45.020 Greg Stoutenburg: Okay.
289 00:24:45.770 ⇒ 00:24:51.880 Demilade Agboola: So it feels like one of those things where they say it has not been started because they’ve not seen a dashboard.
290 00:24:52.410 ⇒ 00:24:55.910 Demilade Agboola: But obviously, the dashboard is the result of…
291 00:24:56.130 ⇒ 00:24:58.979 Demilade Agboola: all the modeling that goes on behind the scenes, so you don’.
292 00:24:58.980 ⇒ 00:24:59.620 Greg Stoutenburg: Right.
293 00:24:59.720 ⇒ 00:25:03.320 Greg Stoutenburg: Right? No, I understand. So, yeah, I mean…
294 00:25:03.440 ⇒ 00:25:11.280 Greg Stoutenburg: I understand why she’s frustrated, but I also want to be clear at the same time that her message includes some things that are not true, some things that are…
295 00:25:11.500 ⇒ 00:25:15.680 Greg Stoutenburg: exaggerations, so, you know. But I think,
296 00:25:16.470 ⇒ 00:25:28.330 Greg Stoutenburg: I… in a call with her, I tried to say separately, like, hey, like, I need to get ahead of this. I need to be ahead of this, rather than, you know, hearing about it from the client, so… So I think this is gonna be a mix of…
297 00:25:28.330 ⇒ 00:25:36.560 Greg Stoutenburg: we’re sorry we’re behind on these things. Here are these things we need. Also, hey, great news, we’re actually further ahead on these things than you thought. So that’s gonna be kind of the message overall.
298 00:25:38.240 ⇒ 00:25:45.080 Greg Stoutenburg: Okay. So, I’m gonna… I’m gonna turn all this into a message.
299 00:25:47.040 ⇒ 00:25:53.200 Advait Nandakumar Menon: Just in hindsight, I was just looking at my element work, Will…
300 00:25:53.590 ⇒ 00:26:01.320 Advait Nandakumar Menon: Tuesday be a bad thing for us, because I can push it to get it done by Monday, but will Tuesday look bad on us? And just…
301 00:26:01.760 ⇒ 00:26:12.750 Advait Nandakumar Menon: Because I was looking at my element task queue as well, and some work there, which I’ll be handling today and Monday as well, and then I’ll have to work on this dashboard on Monday as well, so…
302 00:26:15.210 ⇒ 00:26:19.849 Greg Stoutenburg: So just to clarify, are you saying you don’t… you’re not fully confident it’ll be done Monday?
303 00:26:20.690 ⇒ 00:26:25.879 Advait Nandakumar Menon: Yeah, I’m asking, is there a leeway to get it done by Tuesday?
304 00:26:26.510 ⇒ 00:26:28.000 Greg Stoutenburg: I’ll say Tuesday.
305 00:26:28.590 ⇒ 00:26:32.259 Advait Nandakumar Menon: Okay. I think that would be better than just commenting Monday.
306 00:26:32.820 ⇒ 00:26:40.710 Greg Stoutenburg: Okay, it’ll be Tuesday then. Okay, sounds good. Alright, I know we have a little bit left,
307 00:26:40.990 ⇒ 00:26:44.039 Greg Stoutenburg: And then, of course, I need to… I need to speak to…
308 00:26:55.200 ⇒ 00:27:02.410 Greg Stoutenburg: Yeah, let’s go back here… Come on.
309 00:27:12.470 ⇒ 00:27:21.359 Greg Stoutenburg: Yeah, PLG dashboard, this is just, like, not even a thing. Alright. Google Facebook Ads attribution and the marketing attribution. Oh yeah, that’s the one thing that we didn’t touch.
310 00:27:21.680 ⇒ 00:27:23.579 Greg Stoutenburg: This marketing attribution stuff.
311 00:27:25.490 ⇒ 00:27:33.049 Demilade Agboola: So marketing attribution, we have integrated, like, Google Ads, like, ingested it.
312 00:27:33.690 ⇒ 00:27:38.919 Demilade Agboola: And like I said, we… you know how I put, like, integrate this into Workstream 6?
313 00:27:38.920 ⇒ 00:27:39.320 Greg Stoutenburg: Yeah.
314 00:27:39.320 ⇒ 00:27:55.309 Demilade Agboola: meeting what she’s asking for, and, like, how I’ve said, like, we’re gonna integrate it together. So we have made it one stream. I think the blocker here, and I would follow up with, Polytomic, is their LinkedIn ads, which is their major source of attribution, is… comes in through Factors.ai.
315 00:27:55.440 ⇒ 00:27:59.119 Demilade Agboola: And Polytomic hasn’t yet, finalized the…
316 00:27:59.230 ⇒ 00:28:02.110 Demilade Agboola: connector for that, so I will follow up on that.
317 00:28:02.620 ⇒ 00:28:07.709 Demilade Agboola: Unfortunately, this is what’s one of those things that are out of our hands for now.
318 00:28:07.960 ⇒ 00:28:10.490 Demilade Agboola: Okay. But I will follow up on this.
319 00:28:11.150 ⇒ 00:28:16.420 Demilade Agboola: Because Ghalib said it should be ready today, sorry, not today, this week. And, I mean, it’s already Friday.
320 00:28:17.060 ⇒ 00:28:19.190 Demilade Agboola: So I’ll ask for an update on that.
321 00:28:19.190 ⇒ 00:28:22.939 Greg Stoutenburg: I’m gonna ask you to write a note that I can pass along.
322 00:28:24.410 ⇒ 00:28:25.310 Demilade Agboola: Oh, okay.
323 00:28:28.050 ⇒ 00:28:29.180 Demilade Agboola: Sounds good.
324 00:28:37.000 ⇒ 00:28:46.110 Greg Stoutenburg: Alright, guys. Alright, we’re on it. Let’s, let’s regroup for one minute, and then show up for the weekly team call, acting happy.
325 00:28:48.420 ⇒ 00:28:51.400 Greg Stoutenburg: Alright, cool. Alright.
326 00:28:51.520 ⇒ 00:28:53.499 Greg Stoutenburg: Sounds good. Alright. Thanks, guys.
327 00:28:53.500 ⇒ 00:28:54.669 Advait Nandakumar Menon: See you guys. Alright, see you.
328 00:28:54.670 ⇒ 00:28:55.340 Greg Stoutenburg: Yeah, yeah.
329 00:28:55.340 ⇒ 00:28:55.870 Garrett Gibson: Like…