Meeting Title: Andy Training SOP Review Date: 2026-04-22 Meeting participants: JanieceGarcia, Pranav
WEBVTT
1 00:01:45.140 ⇒ 00:01:46.610 JanieceGarcia: It’s all manual’s answer.
2 00:03:39.810 ⇒ 00:03:40.620 Pranav: Hey, Janiece.
3 00:03:41.170 ⇒ 00:03:42.509 JanieceGarcia: Hey, Pranav, let me shut my door.
4 00:03:42.790 ⇒ 00:03:43.520 Pranav: Yeah.
5 00:03:51.250 ⇒ 00:03:53.680 JanieceGarcia: Hello! How was your travels back home?
6 00:03:54.500 ⇒ 00:04:00.839 Pranav: It wasn’t too bad. I thought it was gonna get delayed with all the rain, but luckily it didn’t, yeah.
7 00:04:01.330 ⇒ 00:04:04.160 JanieceGarcia: Well, that’s good. That’s good.
8 00:04:05.130 ⇒ 00:04:06.110 JanieceGarcia: Okay.
9 00:04:06.230 ⇒ 00:04:16.939 JanieceGarcia: So, I wanted to take some time to make sure I do understand what’s coming in, because when I first go in… I’m gonna share my screen, sorry.
10 00:04:17.209 ⇒ 00:04:19.620 JanieceGarcia: Which one is this? This one?
11 00:04:23.550 ⇒ 00:04:25.660 JanieceGarcia: Okay, so…
12 00:04:26.150 ⇒ 00:04:34.659 JanieceGarcia: I have it all saved, so when it logs me in, it automatically takes me to the issues as a whole.
13 00:04:35.310 ⇒ 00:04:37.860 JanieceGarcia: But there’s… oh, I gotta delete my filters.
14 00:04:38.000 ⇒ 00:04:40.710 JanieceGarcia: But this is what I should be seeing, right?
15 00:04:42.740 ⇒ 00:04:43.460 Pranav: Yes.
16 00:04:43.880 ⇒ 00:04:51.970 JanieceGarcia: Okay, so anything that is under client review, that’s what I need to go through and look at then, is that correct?
17 00:04:51.970 ⇒ 00:05:04.070 Pranav: So, this is kind of the view for everything triage-related, and so another filter that you can add just for yourself is things that are assigned to you on top of this.
18 00:05:04.150 ⇒ 00:05:13.049 Pranav: Yeah, if on the right, do you see, like, the three… the three lines? Yeah, there you can… yeah, I think there’s an option for… yes, exactly.
19 00:05:13.210 ⇒ 00:05:16.540 Pranav: And yeah, so now this is everything that’s on your plate.
20 00:05:17.020 ⇒ 00:05:32.219 JanieceGarcia: Okay, okay, perfect. And then, so, if I go in, and I’m looking at this, so this is, like, the Corpus Christi, and Casey’s letting me know what he’s removing, what he’s doing. If it’s okay, then I can make it as done.
21 00:05:33.280 ⇒ 00:05:34.309 JanieceGarcia: Yep. Right?
22 00:05:34.510 ⇒ 00:05:46.450 JanieceGarcia: So, how would I know on… let me go back, I just want to go back to the list. How would I know exactly what is needing approval, then?
23 00:05:47.290 ⇒ 00:05:50.659 Pranav: So, if you scroll down a little bit.
24 00:05:50.930 ⇒ 00:05:53.299 Pranav: There’s a few things that are, like.
25 00:05:53.660 ⇒ 00:06:02.389 Pranav: to do, and these are things that still are likely, you know, you need to take action on, and aren’t just, like, for you to move into… into done.
26 00:06:03.100 ⇒ 00:06:03.730 JanieceGarcia: Okay.
27 00:06:03.800 ⇒ 00:06:04.670 Pranav: Okay. Yeah.
28 00:06:05.080 ⇒ 00:06:11.700 JanieceGarcia: Perfect. And some of these are probably the ones that I have already sitting in my issues that I’ve held onto.
29 00:06:12.680 ⇒ 00:06:20.070 JanieceGarcia: For this. So, perfect. So now I can start going through and looking and making those updates as needed. Yep.
30 00:06:20.070 ⇒ 00:06:21.080 Pranav: Exactly.
31 00:06:21.620 ⇒ 00:06:25.299 JanieceGarcia: Okay, so then I am understanding it, good. Okay, yay.
32 00:06:25.300 ⇒ 00:06:26.010 Pranav: Perfect.
33 00:06:26.220 ⇒ 00:06:26.650 JanieceGarcia: Any…
34 00:06:26.650 ⇒ 00:06:27.030 Pranav: And I…
35 00:06:27.030 ⇒ 00:06:28.230 JanieceGarcia: Go ahead.
36 00:06:28.710 ⇒ 00:06:42.550 Pranav: Yeah, so, looks like your inbox and then also this view are… they’re both… they’re basically showing the same thing. I think if you… this view should be all-encompassing for you, nothing should be lost.
37 00:06:42.720 ⇒ 00:06:49.550 Pranav: If there’s anything that you’re noticing, like, yeah, things look off a little bit, let us know.
38 00:06:49.990 ⇒ 00:07:05.820 Pranav: But I think, you know, going forward, like, the inbox is great maybe for, like, latest activity, but just to get, like, a higher level understanding of, like, okay, what is in triage right now, and what is pending on my end, this should be the… this should be the view you look at.
39 00:07:06.040 ⇒ 00:07:19.649 JanieceGarcia: This is the view. Okay, you’re right, because I’ve always focused on not even the inbox, because I thought that that was something for everybody as a whole, so I’ve never really paid attention to that, but I’ve always paid attention to my issues whenever I’m assigning it to myself.
40 00:07:20.370 ⇒ 00:07:26.059 Pranav: Gotcha. Okay, so this should be a little bit cleaner, I think. Okay. Looking at the view, yeah.
41 00:07:26.480 ⇒ 00:07:38.799 JanieceGarcia: it does look a lot cleaner, because it tells you, okay, what do we need to go in? What is still needing to be done? And then if I’m wanting to see what is under somebody else, I would just add the filters like I have before.
42 00:07:39.580 ⇒ 00:07:44.419 Pranav: Yes, yeah, so basically you can just change the assignee.
43 00:07:44.560 ⇒ 00:07:45.460 JanieceGarcia: this. Okay.
44 00:07:45.460 ⇒ 00:07:52.580 Pranav: Yeah, so if you want to see for a specific trainer, or see what’s on our play currently, yeah, you can update that.
45 00:07:53.010 ⇒ 00:07:53.710 JanieceGarcia: Okay.
46 00:07:53.910 ⇒ 00:07:59.410 JanieceGarcia: Perfect, perfect. Then, no, I’m… I am understanding it then, like I’m supposed to.
47 00:07:59.840 ⇒ 00:08:03.189 JanieceGarcia: I just wanted to check off, I guess.
48 00:08:03.190 ⇒ 00:08:04.730 Pranav: Perfect, perfect.
49 00:08:05.130 ⇒ 00:08:06.280 Pranav: Okay. Any…
50 00:08:06.280 ⇒ 00:08:09.340 JanieceGarcia: Anything you wanted to talk about, or…
51 00:08:09.780 ⇒ 00:08:15.649 Pranav: Yes, I wanted to show you, like, a first draft of these SOPs. Let me pull them up real quick.
52 00:08:18.360 ⇒ 00:08:23.830 JanieceGarcia: And with that, Pranav, how do you want to… do…
53 00:08:24.410 ⇒ 00:08:32.350 JanieceGarcia: because I have, like I was telling you, on Tuesday, I have that new hire that’s gonna be with me next week.
54 00:08:32.480 ⇒ 00:08:45.419 JanieceGarcia: And I want to go ahead and have her be the first one that we’re going through with these SOPs and stuff. So, I mean, I can… I’ve already added it into my basic schedule.
55 00:08:45.490 ⇒ 00:08:53.230 JanieceGarcia: So it’ll be something that we actually do first day, so I can get them to use it the entire time they’re in training.
56 00:08:53.390 ⇒ 00:08:56.320 JanieceGarcia: And then from then on outs.
57 00:08:57.310 ⇒ 00:09:00.750 JanieceGarcia: Do you want to be involved at all, or… No.
58 00:09:01.390 ⇒ 00:09:07.170 Pranav: Yeah, I think that would actually be great, if you could just add me to whatever meetings you think would be, you know.
59 00:09:08.480 ⇒ 00:09:12.140 Pranav: beneficial for me, I guess, in terms of, like, Andy.
60 00:09:12.140 ⇒ 00:09:12.550 JanieceGarcia: Okay.
61 00:09:12.550 ⇒ 00:09:13.840 Pranav: That would… that’d be great.
62 00:09:13.990 ⇒ 00:09:14.820 Pranav: Okay.
63 00:09:14.950 ⇒ 00:09:15.830 Pranav: Yeah.
64 00:09:16.260 ⇒ 00:09:19.290 Pranav: Let me find these SOPs…
65 00:09:26.780 ⇒ 00:09:28.439 JanieceGarcia: And then I also thought, too.
66 00:09:28.760 ⇒ 00:09:46.449 JanieceGarcia: So, while you’re doing that, Yvette and I do what’s called a 30-60-90 day check-in, because, you know, statistically, people leave their jobs that they’re new in, within about 40, 45 days.
67 00:09:47.020 ⇒ 00:09:58.799 JanieceGarcia: So, I do a check-in with them at 30 days, 60 days, and then Yvette and I both do at 90 days. And I’m wondering if, at the 90 days, to go ahead and add you to those invites as well?
68 00:09:59.000 ⇒ 00:10:01.559 JanieceGarcia: So that way, because Andy is brought up.
69 00:10:01.710 ⇒ 00:10:02.619 JanieceGarcia: And there.
70 00:10:03.110 ⇒ 00:10:05.610 Pranav: Sure, yeah, feel free to add me to that as well.
71 00:10:05.610 ⇒ 00:10:08.740 JanieceGarcia: That small little… You know, portion.
72 00:10:09.100 ⇒ 00:10:11.890 JanieceGarcia: Sure. And they’re small meetings, they’re small check-ins.
73 00:10:12.540 ⇒ 00:10:13.700 Pranav: Okay, cool.
74 00:10:15.010 ⇒ 00:10:17.390 Pranav: Yeah, that works.
75 00:10:19.450 ⇒ 00:10:25.069 Pranav: Yeah, I think what we should do, maybe, for these SOPs, let me take a look at them again.
76 00:10:25.200 ⇒ 00:10:31.689 Pranav: And then let’s have another meeting tomorrow. Okay. Yeah, Casey talked… was telling me that
77 00:10:31.850 ⇒ 00:10:34.490 Pranav: There’s still some data pending from
78 00:10:35.000 ⇒ 00:10:48.730 Pranav: creating, like, the individual insights per department to, like, add that to the SOP right now. And so, I just want to give them a little bit more time to get that sorted, and then I can look over it one more time, and then just send them over to you tomorrow.
79 00:10:48.790 ⇒ 00:10:56.889 Pranav: Let me… let me send a… another invite for you tomorrow. What… what time would you say works best?
80 00:10:57.280 ⇒ 00:11:01.149 JanieceGarcia: I’m good tomorrow, anytime after… I mean, I…
81 00:11:01.540 ⇒ 00:11:10.599 JanieceGarcia: tomorrow I’m in Austin, so usually my Austins are kind of crazy, but that’s because I do everything with Yvette, but, since she’s not in.
82 00:11:10.740 ⇒ 00:11:12.450 JanieceGarcia: I’m pretty open.
83 00:11:12.450 ⇒ 00:11:13.899 Pranav: Okay, that works out then.
84 00:11:13.900 ⇒ 00:11:15.290 JanieceGarcia: So, yay!
85 00:11:15.290 ⇒ 00:11:23.309 Pranav: What we could probably do is, right after our Andy training, We can, hop into that. Okay, cool.
86 00:11:24.010 ⇒ 00:11:24.680 JanieceGarcia: Heck yeah.
87 00:11:25.930 ⇒ 00:11:37.490 JanieceGarcia: And I do have another Andy’s session at, 1 to 1.30, and she’s with the Amy that I was telling you about in PEST, the one that I’m kind of…
88 00:11:38.080 ⇒ 00:11:45.260 JanieceGarcia: getting to be that… that person, so I’m not focusing on the pest stuff as much, if you want to be in that.
89 00:11:45.790 ⇒ 00:11:48.470 Pranav: That would be great, yeah. I’d love to talk to them.
90 00:12:09.460 ⇒ 00:12:12.990 JanieceGarcia: And I am so sorry, I was not paying attention. You did add the…
91 00:12:14.300 ⇒ 00:12:16.220 JanieceGarcia: the Zoom meeting, I just didn’t see it.
92 00:12:16.220 ⇒ 00:12:24.110 Pranav: Oh, no, no, no, actually, that’s a little bit on me, too. At, like, 3.30 exactly, I noticed it wasn’t there, so then I added it in. Yeah, yeah, yeah. No, no worries.
93 00:12:24.110 ⇒ 00:12:24.520 JanieceGarcia: Okay.
94 00:12:24.520 ⇒ 00:12:25.820 Pranav: all that right. Yeah.
95 00:12:28.130 ⇒ 00:12:32.920 JanieceGarcia: I had an interview, she went good, so cross your fingers for me.
96 00:12:33.270 ⇒ 00:12:35.219 Pranav: Cool. More people on Andy.
97 00:12:35.560 ⇒ 00:12:41.499 JanieceGarcia: Yeah, definitely. Awesome. I… to be honest, I haven’t looked at our usage.
98 00:12:41.630 ⇒ 00:12:45.850 JanieceGarcia: Much this week already, because we’ve been so crazy with the weather.
99 00:12:46.290 ⇒ 00:12:47.840 JanieceGarcia: Right.
100 00:12:47.840 ⇒ 00:12:50.380 Pranav: Let me… yeah, maybe we just take a look right now.
101 00:12:50.670 ⇒ 00:12:53.289 JanieceGarcia: I wanna look at it and see.
102 00:12:55.340 ⇒ 00:12:56.170 JanieceGarcia: Okay.
103 00:12:57.220 ⇒ 00:13:01.959 JanieceGarcia: I guess not bad. We’re already at almost 400, and we’re…
104 00:13:02.200 ⇒ 00:13:06.280 JanieceGarcia: Barely on Wednesday. I’d like to see a little bit more, but…
105 00:13:07.910 ⇒ 00:13:09.709 Pranav: Where are you seeing 400?
106 00:13:10.200 ⇒ 00:13:12.280 JanieceGarcia: Because of the days that I look at.
107 00:13:12.280 ⇒ 00:13:13.620 Pranav: Okay, okay.
108 00:13:14.620 ⇒ 00:13:15.640 Pranav: Gotcha.
109 00:13:16.600 ⇒ 00:13:17.030 JanieceGarcia: memorize.
110 00:13:19.260 ⇒ 00:13:25.889 JanieceGarcia: I do Monday to Sunday, so I’m… because I’ve already counted this past weekend into last week’s.
111 00:13:27.850 ⇒ 00:13:28.580 JanieceGarcia: So I.
112 00:13:28.580 ⇒ 00:13:29.859 Pranav: Oh, boy. Oh, okay.
113 00:13:29.860 ⇒ 00:13:35.710 JanieceGarcia: My date range goes from Monday to Saturday, so truthfully, I’m only seeing usage for these 3 days.
114 00:13:36.110 ⇒ 00:13:38.019 Pranav: Right, okay, that makes sense.
115 00:13:39.740 ⇒ 00:13:41.200 Pranav: Okay, cool.
116 00:13:41.660 ⇒ 00:13:45.310 JanieceGarcia: And the only reason I do that, Pranav, is because when I’m…
117 00:13:45.360 ⇒ 00:14:01.799 JanieceGarcia: going off of, like, the KPIs and in their meetings, I’m focusing on what did we talk about last week, and what did we talk about this week, so I look at their usage from the time that we met to the time prior. But when I give it to Yvette as a whole, I give her from Monday to Sunday.
118 00:14:02.210 ⇒ 00:14:14.719 Pranav: Yeah, that makes sense. Actually, I… I feel like the way that you’re framing it looks a little bit… makes a little bit more sense in terms of giving feedback, so… yeah. Okay, cool. And it looks like,
119 00:14:15.290 ⇒ 00:14:17.840 Pranav: Actually, yeah, anything that you’re noticing so far?
120 00:14:18.180 ⇒ 00:14:23.179 Pranav: Going into the week, or you think it’s just too early to tell anything?
121 00:14:24.410 ⇒ 00:14:31.100 JanieceGarcia: I would like to see that it’s a little bit more than what it is,
122 00:14:31.240 ⇒ 00:14:35.839 JanieceGarcia: But I will tell you, with Monday and yesterday, all of our rain.
123 00:14:36.100 ⇒ 00:14:41.230 JanieceGarcia: Our teams right now, like, mine alone, they worked 400 follow-ups.
124 00:14:42.220 ⇒ 00:14:43.510 JanieceGarcia: elves yesterday.
125 00:14:43.510 ⇒ 00:14:44.100 Pranav: Okay.
126 00:14:44.730 ⇒ 00:14:53.499 JanieceGarcia: And our call volume is crazy, and it’s just… I really think that they’re just kind of blowing and going right now.
127 00:14:53.610 ⇒ 00:14:58.219 JanieceGarcia: And it’s one of those… Off weeks, just because of the weather.
128 00:14:58.390 ⇒ 00:15:05.649 JanieceGarcia: We have so many crazy situations right now that we’re trying to push through. Like, we couldn’t even do lawn work yesterday, so…
129 00:15:06.000 ⇒ 00:15:20.229 Pranav: Yeah, that makes sense. Okay. So yeah, it’s interesting, yeah, we have to think about weather, too, a little bit for affecting any usage, so… yeah, that’s good to know. I think as we kind of continue to, like, see more and more usage, those things are gonna fluctuate the usage even more.
130 00:15:20.760 ⇒ 00:15:30.510 JanieceGarcia: Yes, and the only reason… and I’m speaking more for my team, too, because, like, my team, I’m… we push it constantly, so I expect us to be…
131 00:15:30.580 ⇒ 00:15:40.779 JanieceGarcia: high, if not in the hundreds, right? But for my team right now, I’m like, I don’t even care where you guys get it, just get it back on schedule and make it in the month of April.
132 00:15:40.780 ⇒ 00:15:41.760 Pranav: Yeah, yeah.
133 00:15:42.180 ⇒ 00:15:42.950 Pranav: Gotcha.
134 00:15:43.210 ⇒ 00:15:45.980 JanieceGarcia: Doesn’t matter who’s going, just make it happen.
135 00:15:46.270 ⇒ 00:15:48.710 Pranav: Right, right, right. Okay. Cool.
136 00:15:49.010 ⇒ 00:15:49.810 JanieceGarcia: But yeah.
137 00:15:50.880 ⇒ 00:15:57.950 Pranav: Sounds good. Okay, so I added that… I added that to your calendar, so yeah, I think that’s all I have, too. We can talk again tomorrow, then.
138 00:15:58.500 ⇒ 00:15:59.150 JanieceGarcia: Nice.
139 00:15:59.480 ⇒ 00:16:03.010 JanieceGarcia: Sweet! And tomorrow, I will be on time, I will be…
140 00:16:03.140 ⇒ 00:16:04.530 JanieceGarcia: Good, because I will already be.
141 00:16:04.530 ⇒ 00:16:04.919 Pranav: with you.
142 00:16:04.920 ⇒ 00:16:05.850 JanieceGarcia: So, no worries.
143 00:16:05.850 ⇒ 00:16:10.419 Pranav: Yeah, yeah. So, yeah, we’ll hop right into it after that Andy Training meeting.
144 00:16:10.760 ⇒ 00:16:13.880 JanieceGarcia: Okay, cool. Sweet. Thank you!
145 00:16:14.120 ⇒ 00:16:15.899 Pranav: Yeah, thank you too. Talk to you later.
146 00:16:15.900 ⇒ 00:16:16.540 JanieceGarcia: Bye.
147 00:16:16.700 ⇒ 00:16:17.550 Pranav: See ya.