Meeting Title: GTM Planning + Kickoff Date: 2026-04-20 Meeting participants: Rico Rejoso, Robert Tseng, Hannah Wang, Jorrel Sto. Tomas


WEBVTT

1 00:00:24.370 00:00:25.009 Robert Tseng: -Oh.

2 00:00:28.340 00:00:29.180 Rico Rejoso: Hey, Robert.

3 00:00:29.350 00:00:29.760 Hannah Wang: Yay.

4 00:00:29.760 00:00:30.690 Rico Rejoso: Hey, guys.

5 00:00:32.810 00:00:34.949 Robert Tseng: Welcome back, Anna.

6 00:00:35.860 00:00:37.970 Hannah Wang: Thanks.

7 00:00:40.970 00:00:44.960 Hannah Wang: Yeah, my brain is, turning on again.

8 00:00:45.720 00:00:46.390 Robert Tseng: Nice.

9 00:00:49.470 00:00:58.160 Robert Tseng: Okay, I probably won’t stay for the full hour, because I’m at the conference, but I think this is important to me, so I just want to make sure that we are

10 00:00:58.930 00:01:00.060 Robert Tseng: Tracking.

11 00:01:01.080 00:01:05.659 Robert Tseng: Okay, let’s take a look here.

12 00:01:16.260 00:01:20.559 Robert Tseng: Yeah, let’s… let’s assume that that was all good.

13 00:01:25.080 00:01:30.669 Robert Tseng: Okay, I’m not gonna consider… Three times. Happy hour, he’s far unbound.

14 00:01:32.000 00:01:40.410 Robert Tseng: But, other than that… I think that all checks out.

15 00:01:41.620 00:01:53.739 Robert Tseng: Some of this is, like, are you including client calls? You’re not including client calls? Okay, okay, yeah, then never mind, that’s fine. As far as discovery calls, out of here…

16 00:01:54.430 00:02:03.345 Robert Tseng: Let’s see… 1, 2, 3, 4… Cool.

17 00:02:05.630 00:02:13.120 Robert Tseng: Okay, then, yeah, gosh, I know I didn’t… I didn’t have time to put this in yet, so…

18 00:02:14.120 00:02:17.699 Robert Tseng: I don’t know, off the top of my head. I’ll go fill this in later.

19 00:02:17.890 00:02:20.999 Robert Tseng: Okay, so we have some MQL pipeline.

20 00:02:23.160 00:02:27.810 Robert Tseng: Okay, this is making more sense to me. 10% partner SQL.

21 00:02:28.240 00:02:31.360 Robert Tseng: Median days of 40%.

22 00:02:31.750 00:02:38.610 Robert Tseng: This is basically suggesting that no deals moved between two stages.

23 00:02:38.730 00:02:39.810 Robert Tseng: Is that true?

24 00:02:43.420 00:02:44.320 Robert Tseng: Rico?

25 00:02:47.860 00:02:53.900 Rico Rejoso: For SQL Med, yes. For the early, we got 2 and 1 for proposal.

26 00:02:54.300 00:02:55.420 Rico Rejoso: from last week.

27 00:02:56.960 00:02:59.490 Robert Tseng: So… then how is this all zero?

28 00:03:03.000 00:03:05.180 Rico Rejoso: Wait, I’m assuming formula.

29 00:03:07.160 00:03:16.440 Rico Rejoso: let’s say for the SQL early, the formula for that is… Me divided by early.

30 00:03:18.490 00:03:23.349 Rico Rejoso: And since meet is 0, it’s equal to zero.

31 00:03:24.860 00:03:28.600 Robert Tseng: So, no deals moved to post-discovery?

32 00:03:29.340 00:03:32.230 Robert Tseng: Feels… wrong to me, but…

33 00:03:33.050 00:03:40.350 Robert Tseng: Like, we had 15 calls, and none moved beyond Discovery. That’s basically what that tells me.

34 00:03:40.580 00:03:46.790 Rico Rejoso: Yeah, just… It’s probably because of their… those stages were not changed after… was this public recall.

35 00:03:47.410 00:03:49.880 Robert Tseng: Huh.

36 00:03:51.800 00:03:59.630 Robert Tseng: Yeah, I mean, maybe, I don’t know. I don’t like that, I don’t know. I still don’t have confidence in this block, like…

37 00:03:59.770 00:04:02.259 Robert Tseng: If someone were to ask me what…

38 00:04:03.070 00:04:08.910 Robert Tseng: how are we doing? And, like, Artie’s gonna get on… I mean, yeah, he’s… he’s starting this week, and…

39 00:04:09.090 00:04:11.420 Robert Tseng: He’s gonna be like, what?

40 00:04:11.580 00:04:13.600 Robert Tseng: What’s broken in our pipeline.

41 00:04:13.800 00:04:28.809 Robert Tseng: I cannot give him an answer. Like, this is basically telling me that we have moved no deals in the proposal, which is not true. I’m literally writing proposals every week. Like, I’m… I mean, Rico, you are in the legal channel. I’m, like, sending you

42 00:04:30.720 00:04:38.380 Robert Tseng: tons of proposals, like, I just, like, I just don’t believe that it’s zero. So this just feels wrong to me.

43 00:04:42.100 00:04:55.309 Robert Tseng: Okay, I… I don’t know, how else do we, like, make this easier? Like, I thought I wrote a skill for this already, and, like, I just… this… this number just still feels wrong. This is an important number to me. So…

44 00:04:55.600 00:04:58.250 Robert Tseng: What can we do here?

45 00:05:00.200 00:05:02.370 Robert Tseng: There’s no way this is 11,000.

46 00:05:03.090 00:05:04.279 Robert Tseng: work on 12th.

47 00:05:05.620 00:05:09.429 Robert Tseng: And there’s also no way this is slide 200. Like, I… okay, I…

48 00:05:11.940 00:05:17.749 Robert Tseng: Like, I feel like I… yeah, I mean, can… is… is there… can we figure out what the gap is here?

49 00:05:24.540 00:05:25.230 Rico Rejoso: I mean…

50 00:05:26.150 00:05:33.179 Rico Rejoso: The skill, I still haven’t tried it. I confirmed it would be, and it’s still issued with the HubSpot.

51 00:05:33.540 00:05:40.970 Rico Rejoso: Hubspot MCP, and he’s… I was asking if we have a CLI for HubSpot, so I can use that instead, and we haven’t confirmed yet on that.

52 00:05:41.290 00:05:44.899 Rico Rejoso: So I wasn’t able to execute it using the skill. I still do it manually.

53 00:05:45.060 00:05:48.649 Rico Rejoso: By putting all the raw data in my table, then coming up with it.

54 00:05:49.070 00:05:50.160 Rico Rejoso: with this one.

55 00:05:52.820 00:06:00.830 Robert Tseng: Okay, I think that we can definitely fix a skill or fix your MCP connection within, like.

56 00:06:00.920 00:06:14.579 Robert Tseng: it should happen within an hour. Like, I just… I just should not… should not drag out for a week. So, if B’s not getting it to you, like, I don’t know, tell me earlier, and I will tell him to meet with you. I don’t really… he… I know he’s doing things, but this is…

57 00:06:15.270 00:06:30.949 Robert Tseng: this is important. I’m, like, talking to investors here, and, like, they’re asking, or salespeople here, like, they’re… like, I… I was trying to go and take a look at this sheet, as well to get a refresh of, like, our numbers, and this is just, like, I have no… this pipeline doesn’t make sense to me, so…

58 00:06:32.910 00:06:42.890 Robert Tseng: Yeah, HubSpot, it works, I still use it, I do all my updates in HubSpot out of cursor, so I’m not really sure what is going on there, but,

59 00:06:43.180 00:06:48.149 Robert Tseng: If you could just… Please try to get that resolved. Like, if you can’t, then, like, just…

60 00:06:48.720 00:06:52.129 Robert Tseng: Like, let me know, but I don’t wanna… I don’t wanna follow up on that anymore.

61 00:06:54.150 00:07:10.459 Hannah Wang: Rico, I think… I think I was able to get it working before I left, so let me double check, and then I can try to help you with that skill. I need to refresh myself, but yeah, we can call sometime, and then I can help you.

62 00:07:10.850 00:07:12.219 Hannah Wang: If B’s busy.

63 00:07:13.750 00:07:27.990 Robert Tseng: Okay. So, I mean, what I’d rather do is end this call early, and I will go pull these numbers myself, because I need to walk back in the room, and I want to be able to reference some of these. So, I’m just gonna breeze through the rest of this, and I can go and spend a few minutes to go and figure it out.

64 00:07:29.950 00:07:37.399 Robert Tseng: Yeah, I mean, other than that, marketing activity-wise, yeah, no, so it looks like, Hannah, you backfilled some stuff when you were out.

65 00:07:37.750 00:07:42.259 Robert Tseng: somehow we had an increase. You want to tell me, like, what’s driving this engagement?

66 00:07:43.600 00:07:52.189 Hannah Wang: I think Rico filled that in for me, but I’m assuming that spike is because of our hiring post that went out that week.

67 00:07:52.300 00:07:53.340 Hannah Wang: I see.

68 00:07:53.500 00:08:00.569 Hannah Wang: Yeah, so we had two posts go out from Utam’s account that week. One was a hiring post, and one was…

69 00:08:00.770 00:08:06.080 Hannah Wang: Or another one was from the Brainforge account, it was, like, the employee appreciation.

70 00:08:06.590 00:08:13.890 Hannah Wang: posts, those are both part of Kayla’s requests, so I think that’s what drove those numbers up.

71 00:08:13.890 00:08:14.530 Robert Tseng: Okay.

72 00:08:16.070 00:08:26.579 Robert Tseng: Cool. Other than that, I don’t have MDR filled out yet. MDR is also not… I mean, it is… we’re not gonna talk about it on this call.

73 00:08:26.740 00:08:33.909 Robert Tseng: Yeah, I mean, there’s just not enough visibility for me to say… say much else, other than, I think, meetings-wise, we’re taking, like.

74 00:08:33.970 00:08:51.879 Robert Tseng: if this is the only meeting that metric that matters, we are taking meetings. We are sending proposals, pipeline is still active, like, I definitely added a bunch of deals in this past week. Yeah, about 3, so 3? Okay, that could be right. About 4 deals stalled. Yeah, that feels right.

75 00:08:51.950 00:09:01.929 Robert Tseng: Okay, yeah, so we are still hovering around the same amount of pipeline, yeah. I’m, like, pretty much at my maximum. I don’t think I can handle any more pipeline than this, at least with our current setup, so…

76 00:09:02.020 00:09:17.280 Robert Tseng: Yeah, I’m hoping that, like, my efforts can at least keep this around 20, and we’ll just see which ones go through. As far as, like, deals that are, like, late stage, maybe it’d just be helpful to pull up HubSpot and just try to, like, triage some of this now.

77 00:09:18.020 00:09:20.680 Robert Tseng: It’s saving…

78 00:09:46.660 00:09:50.070 Robert Tseng: Yeah… I’ll bring my little sec.

79 00:09:50.530 00:09:52.790 Robert Tseng: 19, yeah.

80 00:09:57.420 00:10:09.269 Robert Tseng: Yeah, I mean, hype, we’re probably gonna… I mean, we’re following up today, or this week, so I think this one will move forward. We estimated a start day of May, so I’m really gonna push them on a proposal there.

81 00:10:09.430 00:10:15.429 Robert Tseng: Bill more budget is coming in May, so I expect that. We have some calls booked through with some of these folks.

82 00:10:15.540 00:10:18.320 Robert Tseng: let me tell them

83 00:10:19.940 00:10:25.700 Robert Tseng: yeah, I mean, I guess Sunstone is also… I mean, just like, we’re just getting that last…

84 00:10:25.870 00:10:31.440 Robert Tseng: some edits to the SOW over the line, so I’m gonna spend some time on that this afternoon.

85 00:10:31.660 00:10:41.169 Robert Tseng: CTA, we also got the verbal commit there, so yeah, I mean, I would expect at least 3 proposals from down here to be pushed through at the end of the…

86 00:10:41.780 00:10:43.849 Robert Tseng: at the end of the week, I think…

87 00:10:44.070 00:10:48.400 Robert Tseng: Rico’s on the road with Ellie, that one is also… we just needed a few…

88 00:10:49.060 00:10:51.569 Robert Tseng: We needed some time to,

89 00:10:51.680 00:11:02.579 Robert Tseng: at, like, whatever, she had to go get some clearance from her legal side. The rest, I’ve updated some deals, and I’ve moved them out, so, like, oh, this one should probably go out.

90 00:11:03.300 00:11:09.800 Robert Tseng: I will say that… Not the right time.

91 00:11:11.210 00:11:14.420 Robert Tseng: Okay, so…

92 00:11:15.300 00:11:25.520 Robert Tseng: That’s good enough. Alright, so that’s… that’s pretty much, like, the sales activity. Between that, I also probably should add in…

93 00:11:25.700 00:11:31.859 Robert Tseng: What’s also taking up a lot of my time is the Eden renewal, which I don’t actually see here, so I’m gonna add that in.

94 00:11:32.660 00:11:44.890 Robert Tseng: Okay, yeah, I think there’s just, like, some HubSpot cleanliness that just didn’t get done. I mean, part of it is on me, as well, so I think I… I should just take a few… take, like, 15 minutes to go and update all this.

95 00:11:45.080 00:11:46.620 Robert Tseng: So…

96 00:11:46.970 00:11:57.219 Robert Tseng: Okay, let’s talk about some of the campaigns for this week as well. So, we have the thing that I requested for an end of day today. I want to know, like, how we’re doing there, and then if you want to…

97 00:11:57.350 00:12:00.909 Robert Tseng: Someone want to share a screen, and we’ll go through the campaigns.

98 00:12:01.670 00:12:04.399 Robert Tseng: I want to put some more on your radar.

99 00:12:05.870 00:12:06.540 Hannah Wang: Yeah.

100 00:12:09.580 00:12:16.600 Hannah Wang: The… for the VixelCon one, Rico’s working on getting the list

101 00:12:16.730 00:12:31.249 Hannah Wang: Cause there’s, like, a hundred and something, so we’re gonna grab their emails, email them also, hit them on LinkedIn, so we’ll do that by end of day. I did have a…

102 00:12:31.380 00:12:33.800 Hannah Wang: Question about…

103 00:12:34.690 00:12:44.070 Hannah Wang: the emails, because I know in the past, like, I don’t know if you know why this is, Robert, but, in the past, we used

104 00:12:44.330 00:12:52.389 Hannah Wang: Like, aliases for… Instantly, instead of using your main email.

105 00:12:52.770 00:12:53.200 Robert Tseng: Yeah.

106 00:12:53.200 00:13:00.350 Hannah Wang: You happen to know, like, why we do that instead of sending it straight… setting up the automation straight from your main email?

107 00:13:00.350 00:13:04.359 Robert Tseng: Yeah, because if they market as spam, then it hurts our domain.

108 00:13:04.360 00:13:05.040 Hannah Wang: I mean…

109 00:13:05.230 00:13:11.089 Robert Tseng: And so… like, then our emails no longer get into their inbox. They get, like, auto-filtered out.

110 00:13:12.560 00:13:14.210 Robert Tseng: Marketing or promotion or something.

111 00:13:14.500 00:13:19.090 Hannah Wang: Okay, so do you still want us to send it through the aliases?

112 00:13:19.090 00:13:21.800 Robert Tseng: This event is fine, we can just go straight from our…

113 00:13:23.860 00:13:24.620 Hannah Wang: See my main email.

114 00:13:24.620 00:13:28.909 Robert Tseng: Emails, yeah, just because, like, we’re doing something very, like.

115 00:13:30.080 00:13:35.439 Robert Tseng: specific, like, we’re speakers at this conference. Like, I don’t really think the risk is as high. We’re not just, like.

116 00:13:35.620 00:13:40.239 Robert Tseng: kind of, like, Loitering around a conference like we normally do.

117 00:13:40.690 00:13:41.300 Hannah Wang: Okay.

118 00:13:41.300 00:13:41.740 Robert Tseng: Yeah.

119 00:13:41.740 00:13:58.379 Hannah Wang: Okay, Rico, so yeah, let’s just set up the automation with their main emails, and then I… I need to work on the copy. I will send it in the thread for your review if you have time. Let me know if you want to tweak it, Robert, after I send you the draft.

120 00:13:58.380 00:14:17.270 Robert Tseng: We already sent 20 emails, because we got, we got, like, warm connections to… I mean, I don’t think they’re warm, but we got, like… Okay, yeah, so we booked 2 calls from that already, like, so I would probably not hit the same people. Yeah, but other than that, it should all be the same.

121 00:14:17.860 00:14:18.960 Hannah Wang: Okay.

122 00:14:18.960 00:14:22.410 Robert Tseng: Or, I mean, it should just… the rest of your list should be fine, yeah.

123 00:14:22.410 00:14:37.139 Hannah Wang: Okay, yeah, so, Rico, I can tell you… I’ll just go through the list and exclude those, because I see that in their inbox. Like, yeah, Vishnu made an intro for Robert and Utam to various people, so we’ll exclude those. And then…

124 00:14:37.880 00:14:48.909 Hannah Wang: I saw that while I was out, there’s… you had Kayla look for, like, data consultancies that we can hit up.

125 00:14:48.910 00:14:49.530 Robert Tseng: Yeah.

126 00:14:50.360 00:14:51.309 Hannah Wang: They still want.

127 00:14:51.310 00:14:56.069 Robert Tseng: That one is not as important to get out this week,

128 00:14:56.630 00:15:01.229 Robert Tseng: Yeah, like, so there’s actually a couple other events that I will Slack.

129 00:15:01.360 00:15:04.120 Robert Tseng: Into sales go-to-market right now.

130 00:15:04.630 00:15:09.760 Robert Tseng: So, two other events… we have…

131 00:15:11.670 00:15:17.869 Robert Tseng: Yeah, it’s basically Boston next week. I’m going to Boston next week. There’s two events that I’m gonna go to.

132 00:15:23.220 00:15:28.350 Robert Tseng: I just slacked you, I forgot the name of the other one, so… .

133 00:15:28.820 00:15:29.490 Hannah Wang: Okay.

134 00:15:29.690 00:15:37.320 Robert Tseng: The second one is not really, it’s more like a closed… like, it’s a small… it’s a small event, so actually I’m not gonna say anything about…

135 00:15:37.830 00:15:44.519 Robert Tseng: I don’t think I could even find the attendee list for the other one. It’s just invite-only, so I don’t think you can actually run a campaign on it yet.

136 00:15:44.640 00:15:49.030 Robert Tseng: But at least this one should be a little bit more public, and we should be able to get

137 00:15:49.260 00:15:54.930 Robert Tseng: some context there. Smaller events, these are, like, 30 people, and then another, like, 20-person ones, I think.

138 00:15:55.040 00:16:06.069 Robert Tseng: But yeah, those are the next things that I have coming up. UTOM is also going to, go to CTA Events DC…

139 00:16:06.990 00:16:12.800 Robert Tseng: Double check, we have, wow.

140 00:16:13.000 00:16:22.120 Robert Tseng: Completely, so… I would say… Yeah, we can just do… we could do both of these, so…

141 00:16:23.740 00:16:26.089 Robert Tseng: to events, so April…

142 00:16:26.690 00:16:41.459 Robert Tseng: One is, like, a tech week, which is actually tomorrow. We’re not gonna be there, but might as well just try to do the same event activation there. But then the other one, which is also in DC, it’s actually, like a health

143 00:16:42.610 00:16:48.240 Robert Tseng: summit thing, oh, that’s an SF.

144 00:16:48.480 00:17:07.259 Robert Tseng: Okay. Why is U-Time going to DC? Okay, I should go clarify that with them. I think we were trying to go to DC to close the CTA deal, but, yeah, anyway, there’s, like, there’s two CTA events. They’re a client of ours, and they do a bunch of events, so, we’re gonna basically go and, hit their events.

145 00:17:08.200 00:17:10.770 Hannah Wang: So Tom is for sure going to the DC one.

146 00:17:11.089 00:17:16.729 Robert Tseng: He’s actually not, but we should just have… I mean, there’s no way, it’s tomorrow.

147 00:17:17.599 00:17:23.040 Robert Tseng: Yeah, I would… I would send the DC one for my account.

148 00:17:23.440 00:17:29.150 Robert Tseng: And I would do the SF1 for this, yeah, or something like that.

149 00:17:29.530 00:17:30.270 Hannah Wang: Okay.

150 00:17:30.270 00:17:42.660 Robert Tseng: Just because I don’t think you’ll have enough time to, if you’re doing the… if you’re using HayReach, like, you can only do 20… 20 or 30 a day, or something like that, right? So I think we might have to split accounts to hit both of those.

151 00:17:46.340 00:17:50.070 Robert Tseng: Okay, so yeah, that should give you enough event steps for the week.

152 00:17:50.570 00:17:55.989 Robert Tseng: Yeah, anything else that I’m assuming?

153 00:18:03.570 00:18:09.649 Robert Tseng: I know there was some, like, partner stuff that we were, like, trying to plan, I think…

154 00:18:09.720 00:18:28.779 Robert Tseng: Lisa is starting next week, so I will make… I may defer a week just for her to kind of get onboarded, and then she’ll probably be more… like, I’m… anything Snowflake and Omni-related is gonna go to her first, and then wrap up her… wrap her up to the other partnerships as well.

155 00:18:28.930 00:18:31.890 Robert Tseng: Yeah.

156 00:18:31.890 00:18:32.540 Hannah Wang: Okay.

157 00:18:33.250 00:18:34.160 Hannah Wang: Okay.

158 00:18:36.400 00:18:44.730 Hannah Wang: Yeah, we’ll… after the VixelCon one, we’ll kind of space these out this week, and then… Launch… launch them.

159 00:18:51.920 00:18:53.510 Hannah Wang: Okay.

160 00:18:56.760 00:18:59.179 Hannah Wang: Anything else for this list?

161 00:19:00.340 00:19:01.090 Hannah Wang: gains, huh.

162 00:19:05.430 00:19:09.240 Robert Tseng: There’s no dates on any of the other stuff that’s, like, on your site.

163 00:19:09.470 00:19:17.100 Robert Tseng: I… And we have Amplitude web… that’s outdated, some of the stuff doesn’t exist anymore. Okay.

164 00:19:17.100 00:19:17.670 Hannah Wang: Yeah, yeah.

165 00:19:17.670 00:19:21.600 Robert Tseng: Okay, so, I mean, this is… we’re basically rebuilding this pipeline from scratch.

166 00:19:21.740 00:19:27.029 Robert Tseng: Yeah. Yeah, nope, I think that’s… that’s it. Yeah.

167 00:19:36.030 00:19:45.260 Robert Tseng: Okay, cool. Yeah, I mean, things are pretty light. We’re barely doing any sales activity, so I feel like we should be able to kind of action any of the things we’re saying.

168 00:19:45.840 00:19:49.650 Robert Tseng: Yeah, I… will…

169 00:19:50.470 00:19:57.560 Robert Tseng: I will go and kind of do some of the HubSpot stuff now, but otherwise, I think we can just kind of wrap things up, let’s call it.

170 00:19:59.230 00:20:02.250 Hannah Wang: Sounds good. Thank you, guys.

171 00:20:02.740 00:20:03.920 Robert Tseng: Cool, thanks.

172 00:20:04.420 00:20:05.960 Robert Tseng: Alright, see ya.