Meeting Title: Default weekly sync Date: 2026-04-21 Meeting participants: Girang, Brylle Sean, Carandang, Greg Stoutenburg
WEBVTT
1 00:01:20.550 ⇒ 00:01:21.560 Greg Stoutenburg: Hey, B.
2 00:01:23.040 ⇒ 00:01:24.530 B: Hello, hello!
3 00:01:25.220 ⇒ 00:01:26.100 Greg Stoutenburg: Hello.
4 00:01:26.680 ⇒ 00:01:29.370 Greg Stoutenburg: Thanks for joining in on the fun.
5 00:01:31.120 ⇒ 00:01:32.410 B: Always fun.
6 00:01:33.210 ⇒ 00:01:33.790 Greg Stoutenburg: Yep.
7 00:01:33.910 ⇒ 00:01:53.389 Greg Stoutenburg: Okay, so… I think maybe… I mean, I liked your idea in the chat about, like, you know, take a look before getting a walkthrough, because we want it to be, you know, user-friendly for the client. I like that idea, and maybe… maybe my response is it… it isn’t to me yet.
8 00:01:53.390 ⇒ 00:01:54.100 B: Yeah. So…
9 00:01:54.100 ⇒ 00:02:02.540 Greg Stoutenburg: Maybe you could just give the walkthrough, because when I found… when I went to the project view… well, you saw, I mean, that was the screenshot I provided, so… maybe we can go from there.
10 00:02:02.740 ⇒ 00:02:05.760 B: Okay Can you see my screen?
11 00:02:06.560 ⇒ 00:02:07.620 Greg Stoutenburg: Yeah, here it comes.
12 00:02:07.620 ⇒ 00:02:17.149 B: Alright, perfect, yeah. So, I think one of the main reasons why this is, like, this shrink is because I don’t have, like, clear timelines on the dashboards.
13 00:02:17.430 ⇒ 00:02:17.959 Greg Stoutenburg: I understand.
14 00:02:17.960 ⇒ 00:02:25.109 B: My main ask here is for you or Demi to actually expand this to whenever
15 00:02:25.430 ⇒ 00:02:40.400 B: to whatever the state is. At the same time, you can see that there are milestones here. For example, we have modeling metrics definition, we have dashboard build. This doesn’t have, like, target dates yet, because, again, this is our main problem.
16 00:02:40.400 ⇒ 00:02:47.000 B: We don’t, like, we don’t have a clear view, and the clients don’t have a clear view on when this will be completed.
17 00:02:47.030 ⇒ 00:02:49.140 B: Are these completed, etc.
18 00:02:49.200 ⇒ 00:03:09.040 B: So, my main tool ask is for you or Demi to actually expand the timeline whenever, you know, whatever applicable, and at the same time, make sure that there are target dates for each milestone, because if there are… if there are target dates, for example, this would be April 1, it would immediately show up here.
19 00:03:09.040 ⇒ 00:03:12.099 B: And this is exactly what default ones, right?
20 00:03:12.100 ⇒ 00:03:16.190 B: So they want… they want to know, where are we at the step of the way?
21 00:03:16.360 ⇒ 00:03:17.020 B: Yeah.
22 00:03:17.020 ⇒ 00:03:17.720 Greg Stoutenburg: That’s what they want.
23 00:03:17.950 ⇒ 00:03:26.080 B: Exactly, this is in red, this is not completed yet, and we’ll see that, and hey, this is not completed yet, we need to work on this, etc, etc.
24 00:03:26.990 ⇒ 00:03:27.380 Greg Stoutenburg: Okay.
25 00:03:27.420 ⇒ 00:03:31.070 B: So, does it make, like, does it make more sense now?
26 00:03:31.460 ⇒ 00:03:35.429 Greg Stoutenburg: Yes, it does. So now, when I look here.
27 00:03:35.900 ⇒ 00:03:40.320 Greg Stoutenburg: I clicked, for example, on GTM, ARR, and CS. Yep.
28 00:03:40.830 ⇒ 00:03:45.620 Greg Stoutenburg: So… In milestones, did you create this sort of as a template?
29 00:03:47.510 ⇒ 00:03:49.100 B: Yeah, should be.
30 00:03:49.100 ⇒ 00:03:51.960 Greg Stoutenburg: So they’ll all have that, every dashboard will have that.
31 00:03:51.960 ⇒ 00:04:05.109 B: Yes, exactly. So all dashboards have these milestones. This one, this customer qualification model, I don’t think this is a dashboard, so it doesn’t have that one, but all of the dashboards here
32 00:04:05.400 ⇒ 00:04:16.149 B: each of those have these milestones, including, like, this BTR dashboard, which doesn’t have, like, a timeline yet, this Salesforce performance dashboard, etc.
33 00:04:17.120 ⇒ 00:04:17.829 Greg Stoutenburg: Okay.
34 00:04:18.690 ⇒ 00:04:24.780 Greg Stoutenburg: Now, if I just go Default Issues, and then come here to Projects, I see this view.
35 00:04:25.390 ⇒ 00:04:30.090 Greg Stoutenburg: Then, okay. Am I able to share just this with Caitlin?
36 00:04:30.630 ⇒ 00:04:43.680 B: So, we will be… we can share, like, this whole linear board, but they will have view of the issues, they will have view of the projects, etc, but we can just point them to, hey, look at the dashboards, that should be it.
37 00:04:43.890 ⇒ 00:04:48.149 B: And I don’t think there are, like, any sensitive linear tickets.
38 00:04:48.560 ⇒ 00:04:53.670 B: And I think it’s going to be a lot better if they can also see those, so they can see their progress.
39 00:04:54.020 ⇒ 00:05:02.730 Greg Stoutenburg: Yeah, hope not, so… Okay, so I think what this is gonna need is… Oh, did you do these?
40 00:05:02.850 ⇒ 00:05:04.810 Greg Stoutenburg: Renaming some stuff as well.
41 00:05:06.560 ⇒ 00:05:08.869 Greg Stoutenburg: Basically, we need to get… okay.
42 00:05:11.370 ⇒ 00:05:12.760 Greg Stoutenburg: We need to get… yeah.
43 00:05:14.400 ⇒ 00:05:15.190 Greg Stoutenburg: Okay.
44 00:05:17.540 ⇒ 00:05:21.159 Greg Stoutenburg: some of these projects I’m just gonna delete, so this is just focused on the,
45 00:05:22.940 ⇒ 00:05:27.899 Greg Stoutenburg: Dashes, okay. Alright, okay, I think I know what needs to be done.
46 00:05:28.110 ⇒ 00:05:34.470 Greg Stoutenburg: And, I’ll give the team some instructions. I’ve got some calls for Eden now.
47 00:05:34.700 ⇒ 00:05:40.790 Greg Stoutenburg: And oh, just one call for Eden, and then… oh, could it be? No scheduled calls for the rest of the day.
48 00:05:41.960 ⇒ 00:05:43.540 B: Is that, is that real?
49 00:05:46.260 ⇒ 00:05:48.120 Greg Stoutenburg: Sometimes my phone is out of sync.
50 00:05:48.960 ⇒ 00:05:50.140 Greg Stoutenburg: Wow.
51 00:05:50.730 ⇒ 00:05:52.899 Greg Stoutenburg: I might actually be able to get something done.
52 00:05:53.560 ⇒ 00:05:56.619 B: Oh yeah, I can see it here, your calendar.
53 00:05:56.620 ⇒ 00:05:59.440 Greg Stoutenburg: Yeah, yeah, let’s just block that off right now.
54 00:06:01.440 ⇒ 00:06:07.460 Greg Stoutenburg: No meetings, no. No one’s coming. No one’s coming in and talking to me. I’m clicking focus time.
55 00:06:09.160 ⇒ 00:06:16.950 Greg Stoutenburg: Adios amigos. Okay. Okay. All right, thank you very much. I’ll, I’m gonna very quickly write up, like.
56 00:06:17.300 ⇒ 00:06:23.300 Greg Stoutenburg: some, instructions for the team, and then do my Eden work, and then I’ll come back.
57 00:06:23.510 ⇒ 00:06:27.669 Greg Stoutenburg: And see where this is at, and probably ask you to re-review in a couple hours.
58 00:06:28.110 ⇒ 00:06:29.330 Greg Stoutenburg: Okay. If that’s alright.
59 00:06:30.170 ⇒ 00:06:30.640 B: That goes…
60 00:06:30.640 ⇒ 00:06:32.510 Greg Stoutenburg: Cool. Awesome. Thanks for helping me.
61 00:06:32.510 ⇒ 00:06:33.550 B: Thank you, Greg.
62 00:06:33.550 ⇒ 00:06:35.169 Greg Stoutenburg: See ya, thanks. Bye.