Meeting Title: Brainforge x Omni Partner Check-in Date: 2026-04-28 Meeting participants: Lisa Whall, Robert Tseng
WEBVTT
1 00:02:40.490 ⇒ 00:02:41.440 Robert Tseng: Hey, Lisa.
2 00:02:41.440 ⇒ 00:02:42.480 Lisa Whall: How’s it going?
3 00:02:44.470 ⇒ 00:02:45.360 Robert Tseng: Are you there?
4 00:02:45.450 ⇒ 00:02:47.459 Lisa Whall: I am, I am. Can you hear me?
5 00:02:47.460 ⇒ 00:02:48.540 Robert Tseng: Yeah, I can hear you.
6 00:02:48.540 ⇒ 00:02:49.500 Lisa Whall: Okay, cool.
7 00:02:49.670 ⇒ 00:02:50.979 Lisa Whall: How’s your day going?
8 00:02:51.470 ⇒ 00:03:00.640 Robert Tseng: Good. I’m in Boston, at an event, and then going to, another conference later in the week, so…
9 00:03:00.640 ⇒ 00:03:01.230 Lisa Whall: Oh, nice!
10 00:03:01.230 ⇒ 00:03:03.779 Robert Tseng: Yeah, kind of just popping in and out.
11 00:03:04.120 ⇒ 00:03:05.039 Robert Tseng: Slow down.
12 00:03:06.090 ⇒ 00:03:09.649 Lisa Whall: Cool. Well, we can keep this short, because,
13 00:03:10.080 ⇒ 00:03:19.600 Lisa Whall: I guess from a blocker perspective, yeah. I requested my HubSpot login, I went through the…
14 00:03:19.970 ⇒ 00:03:24.559 Lisa Whall: you know, the proper channels. I still don’t have that, so… Okay.
15 00:03:24.790 ⇒ 00:03:31.310 Robert Tseng: There is a sales one, let me try to see if I can just share that with you directly. So this is, like…
16 00:03:31.640 ⇒ 00:03:38.450 Robert Tseng: Even, yeah, this might just come faster. Sales, HubSpot…
17 00:03:38.990 ⇒ 00:03:49.329 Robert Tseng: I believe you should be in our sales… Oh, you’re not. Okay, let me… oh, I don’t even… I don’t even have access to this.
18 00:03:50.170 ⇒ 00:03:52.200 Robert Tseng: Yeah, I’ll… I’ll escalate this.
19 00:03:52.950 ⇒ 00:04:04.600 Lisa Whall: Yeah, if you could, just… I need to start blogging stuff, I’m anxious. So that’s cool. Okay, so that’s number one.
20 00:04:04.820 ⇒ 00:04:10.400 Lisa Whall: Number two, I’d like to… I know you’re at a conference right now, so this can wait until…
21 00:04:10.670 ⇒ 00:04:17.870 Lisa Whall: it doesn’t have to be today. I just wanted to go through all of those partners and not deep dive on them or anything, but just understand
22 00:04:19.470 ⇒ 00:04:31.580 Lisa Whall: priority… I mean, obviously, I know priority is Omni and Snowflake, but beyond that, just understand a little bit better context. So, I don’t know if you want to do that now, or if you want to table that.
23 00:04:32.250 ⇒ 00:04:35.929 Lisa Whall: Until you’re, you know… It’s up to you.
24 00:04:35.930 ⇒ 00:04:42.700 Robert Tseng: Yeah, well, yeah, we can talk about it. I saw that you were already setting up time with folks, yep.
25 00:04:43.280 ⇒ 00:04:49.639 Robert Tseng: Yeah, so it’s great that I saw… I mean, I took a brief look through the partner channels, so,
26 00:04:49.880 ⇒ 00:05:03.280 Robert Tseng: actually, or, like, I think Mother Doc and Moengage reached out to you, or responded to you, and then I think on Omni’s side, it looks like you got some… you’re getting some time with Greg Doherty as well, so… Yeah.
27 00:05:03.280 ⇒ 00:05:09.220 Lisa Whall: Yeah, Greg, just got back to me, and we’re gonna get on the calendar. Definitely would want you on that call. Okay.
28 00:05:09.220 ⇒ 00:05:10.780 Robert Tseng: Yeah, I will be there, yeah.
29 00:05:11.070 ⇒ 00:05:19.130 Lisa Whall: Okay, cool. But yeah, so I was excited about Greg getting back to me. And then everybody that’s followed up, I just didn’t know…
30 00:05:19.760 ⇒ 00:05:27.219 Lisa Whall: like, who… yeah, I just need context, that’s all. You understand. If we just… I put together a list…
31 00:05:27.470 ⇒ 00:05:32.550 Lisa Whall: And just so I put a little scratch pad, I’m gonna put this all in. Oh, and then,
32 00:05:32.710 ⇒ 00:05:34.459 Lisa Whall: Just to… for…
33 00:05:34.620 ⇒ 00:05:47.890 Lisa Whall: Snowflake, now two-factor authentication. It was working fine yesterday, isn’t working, so I have a help to get in for them. I’m gonna have Udom check it, and their system seems to be very up and down, so…
34 00:05:47.950 ⇒ 00:05:56.810 Lisa Whall: It’s really annoying, but, just wanted to give you that information. And then, in terms of setting up cursor.
35 00:05:56.920 ⇒ 00:06:03.469 Lisa Whall: And, GitHub, I’m really ashamed of this, Robert, but I’m gonna tell you. Okay.
36 00:06:03.730 ⇒ 00:06:09.450 Lisa Whall: I’ve had to work with Microsoft, so I had to have a Windows machine. That’s embarrassing.
37 00:06:09.450 ⇒ 00:06:09.950 Robert Tseng: No worries.
38 00:06:09.950 ⇒ 00:06:26.290 Lisa Whall: But my Mac is arriving tomorrow, so I ran into some issues setting everything up, because I’m on a PC. It’s embarrassing. I’ve always been a Mac user. I always have until I got into working with Microsoft. So, my computer’s on its way, it’ll be here tomorrow.
39 00:06:26.610 ⇒ 00:06:31.040 Lisa Whall: So I just want to let you know that, that it’s happening.
40 00:06:31.450 ⇒ 00:06:39.049 Lisa Whall: So, I’ve just struggled a little bit because of the Windows situation, but I’m glad to be going back to a Mac, I’m excited, so…
41 00:06:39.990 ⇒ 00:06:43.130 Lisa Whall: Just so… I’m a little behind on that, just a.
42 00:06:43.130 ⇒ 00:06:48.519 Robert Tseng: No worries, I wish I could troubleshoot with you, but I… I don’t know a world outside of Mac, so…
43 00:06:48.520 ⇒ 00:07:00.670 Lisa Whall: No, well, trust me, I want to get… yeah, no, we were laughing. Burrell and I were laughing. I go, don’t tell anybody that I’m on a PC. We were laughing hysterically, actually.
44 00:07:00.670 ⇒ 00:07:11.470 Lisa Whall: So, anyways, I’m just… I’ve got all the information. He walked, Burrell walked me through it. Am I saying that right? I feel like I can’t say his name right. Is it Burrell?
45 00:07:11.740 ⇒ 00:07:15.860 Robert Tseng: I think it’s Bryle. Brile. You’ll also just call him B, so…
46 00:07:15.860 ⇒ 00:07:28.789 Lisa Whall: Why does Tom B? I don’t know why I struggle with that. He’s fantastic, by the way. We had a good time talking and really, really enjoy working with him, and we’re going to get together on certifications and all that stuff.
47 00:07:28.790 ⇒ 00:07:37.440 Robert Tseng: Great, yeah, he’s, LMD is, like, his, is his world, so, both internally and also for all the certifications, so I’m sure you’ll work closely with him.
48 00:07:37.440 ⇒ 00:07:43.469 Lisa Whall: Yeah, he’s… he’s great. B is awesome. I’m so glad we’re going to be. So…
49 00:07:43.610 ⇒ 00:08:01.480 Lisa Whall: that’s… it’s… it’s frustrating, but that’s okay. I will… I will be up and running tomorrow as soon as I get my new machine. He sent me… he sent me some… so, going into terminal and trying to do code, and I’ll try it, but I’m like, I just don’t even want to bother, I’m gonna have my Mac tomorrow.
50 00:08:01.480 ⇒ 00:08:03.429 Robert Tseng: Yeah, yeah, yeah.
51 00:08:04.250 ⇒ 00:08:09.010 Lisa Whall: Okay, let me just pull up this little scratch pad I’ve got going here. Okay.
52 00:08:13.120 ⇒ 00:08:19.130 Lisa Whall: And you can just throw out names to me. I just want to make sure that I’m talking to the right people. I don’t want to look like I don’t know what I’m doing.
53 00:08:19.130 ⇒ 00:08:19.810 Robert Tseng: Sure.
54 00:08:20.650 ⇒ 00:08:21.520 Lisa Whall: Oh, buh-bye.
55 00:08:27.950 ⇒ 00:08:28.700 Lisa Whall: Okay.
56 00:08:28.820 ⇒ 00:08:32.050 Lisa Whall: So, we’ve got, OpenBB.
57 00:08:33.370 ⇒ 00:08:34.030 Robert Tseng: Yes.
58 00:08:35.559 ⇒ 00:08:38.309 Lisa Whall: And what’s, ashan’s role?
59 00:08:38.869 ⇒ 00:08:41.379 Lisa Whall: Aishaun? Aishan? Aishawn?
60 00:08:41.380 ⇒ 00:08:46.209 Robert Tseng: Oh, he… he is… yeah, they’re a small team. He’s actually, I think, one of the co-founders, so…
61 00:08:46.210 ⇒ 00:08:46.869 Lisa Whall: Okay, cool.
62 00:08:46.880 ⇒ 00:08:57.489 Robert Tseng: I guess, functionally, he’s, like, their chief product officer, so they don’t really have a salesperson, no commercial right now, it’s just a CTO and a CPO. Yeah.
63 00:08:57.790 ⇒ 00:09:16.219 Robert Tseng: they’re trying to hit financial services. We had shared lead lists with Snowflake, from Snowflake before. Yeah, I think we had, like, 5 accounts that we were working on. They’re basically just, like, credit unions, mid-sized banks in the kind of southwest, south area, or kind of southern United States. Okay.
64 00:09:16.360 ⇒ 00:09:32.989 Robert Tseng: Yeah, I mean, his product, if you know anything about FinTech, is really just, like, an open-source version of Bloomberg. Yeah. So, yeah, just, like, really good reporting for, like, kind of financial services companies, and they’re, like, a Snowflake native app, so…
65 00:09:33.060 ⇒ 00:09:49.759 Robert Tseng: Yeah, just kind of… with the momentum that they’re getting right now, I know they’re eager to have partners, and, you know, it might be a good way for us to kind of fit that into our approach with Snowflake. Snowflake is trying to penetrate into finance more, yeah.
66 00:09:50.020 ⇒ 00:09:53.889 Robert Tseng: So… Okay, anyway, yeah, so that’s the context there.
67 00:09:54.090 ⇒ 00:10:00.489 Lisa Whall: Okay, I did follow up with him and ask for a meeting. I’ll go ahead and circle back with him, but it looked pretty cool, I mean…
68 00:10:00.900 ⇒ 00:10:04.720 Lisa Whall: It’s an interesting space, for sure, I love FinTech. Yeah.
69 00:10:05.870 ⇒ 00:10:10.360 Lisa Whall: So then, Mother Duck, they… Man, they’ve raised a lot of money.
70 00:10:10.890 ⇒ 00:10:11.660 Robert Tseng: Yeah.
71 00:10:12.670 ⇒ 00:10:16.790 Lisa Whall: And they look like a kind of a lightweight data warehouse.
72 00:10:17.250 ⇒ 00:10:18.420 Lisa Whall: Yes.
73 00:10:18.420 ⇒ 00:10:27.139 Robert Tseng: Exactly. They’re just a light, lightweight version of, kind of, Snowflake Databricks, kind of the up-and-comer, I guess.
74 00:10:27.840 ⇒ 00:10:28.650 Robert Tseng: Yeah.
75 00:10:29.040 ⇒ 00:10:32.179 Lisa Whall: Okay. I have a meeting with him on Thursday.
76 00:10:32.520 ⇒ 00:10:47.679 Robert Tseng: Great, yeah, I know he’s really excited to work with us. We’ve done a couple events with them already. I was shared leads with them. So I think they… yeah, anyway, I think it’ll be good. Like, they’re a bit more nimble than these… these bigger, bigger players, because they’re still pretty small.
77 00:10:47.900 ⇒ 00:10:48.990 Lisa Whall: Right, cool.
78 00:10:49.400 ⇒ 00:10:57.060 Lisa Whall: And I’ll forward the invite to you, but I know you’re at conferences and stuff, so I’m sure we’ll be fine. He seems really friendly and cool.
79 00:10:57.450 ⇒ 00:10:58.050 Robert Tseng: Okay.
80 00:10:58.580 ⇒ 00:11:08.360 Lisa Whall: And then I’ve got Greg, I DM’d him directly, and he just got back to me, so we’re gonna set up, a meeting
81 00:11:09.180 ⇒ 00:11:12.849 Lisa Whall: not this… But let me read.
82 00:11:13.180 ⇒ 00:11:22.239 Lisa Whall: Anyways, in a couple weeks, so I’ll make sure that I check your calendar, and that you’ll be on that, and Udam said that they have been friends for a long time, so…
83 00:11:22.410 ⇒ 00:11:27.479 Robert Tseng: Yeah, yeah, he’s one of Utah’s former colleagues before he came over to Omni, yeah.
84 00:11:28.090 ⇒ 00:11:30.029 Lisa Whall: So, that’s cool, and I’ll just…
85 00:11:30.200 ⇒ 00:11:34.980 Lisa Whall: I think we do have some kind of handler, Udom, said.
86 00:11:35.090 ⇒ 00:11:36.579 Lisa Whall: Hannah, does that sound.
87 00:11:36.580 ⇒ 00:11:38.980 Robert Tseng: Yeah, Hannah… Hannah is…
88 00:11:39.370 ⇒ 00:11:45.490 Robert Tseng: Yeah, but Hannah has kind of been gatekeeping a bit, just, you know, she keeps hounding us for our,
89 00:11:45.910 ⇒ 00:11:53.260 Robert Tseng: certifications, so… which, I mean, I think we’re pretty much there, so I don’t know, I guess we just have to make sure she’s in the know, and…
90 00:11:53.460 ⇒ 00:12:01.839 Robert Tseng: She, she can… yeah. Obviously, friendly, she’s in that channel as well, so probably her, her and Greg are… are your two go-tos.
91 00:12:01.840 ⇒ 00:12:05.259 Lisa Whall: Okay. Well, why don’t we meet with Greg, and then…
92 00:12:06.110 ⇒ 00:12:09.110 Lisa Whall: Kind of get his advice on what to do.
93 00:12:09.420 ⇒ 00:12:14.600 Lisa Whall: Or do you want me to meet with Hannah, too? What do you recommend? It doesn’t matter to me. Whatever you think is best. I can meet.
94 00:12:14.600 ⇒ 00:12:15.050 Robert Tseng: Yeah.
95 00:12:15.050 ⇒ 00:12:16.060 Lisa Whall: Separately.
96 00:12:16.060 ⇒ 00:12:24.259 Robert Tseng: Yeah, I think to maybe go separately. I mean, I feel like you’ll get a hell of her earlier, and you can kind of update her on kind of all of our progress as well, so…
97 00:12:24.670 ⇒ 00:12:25.940 Robert Tseng: Yeah.
98 00:12:26.600 ⇒ 00:12:29.049 Lisa Whall: I’ll get a meeting scheduled with her today.
99 00:12:29.290 ⇒ 00:12:31.090 Lisa Whall: Okay.
100 00:12:31.380 ⇒ 00:12:36.430 Lisa Whall: And then MoEngage, it looks like it’s a customer engagement layer.
101 00:12:36.430 ⇒ 00:12:48.529 Robert Tseng: Yeah, so they’re actually one of the sponsors at this event, so I’m trying to talk to them a bit more. They’re basically, like, they’re the biggest player outside of the U.S. They’ve been really trying to break into the North American market, they don’t have
102 00:12:49.080 ⇒ 00:12:59.080 Robert Tseng: market partners here. So, I kind of feel like it’s, like, a good window of opportunity, because they’re… I mean, they already own, like, 40% of the market share globally.
103 00:12:59.380 ⇒ 00:12:59.780 Lisa Whall: Truly.
104 00:12:59.780 ⇒ 00:13:09.189 Robert Tseng: but they’re just not that well known in the States. They work with some legacy enterprises. Yeah, so they actually have, like, this specifically
105 00:13:09.310 ⇒ 00:13:28.210 Robert Tseng: They’re one of the earlier, engagement platforms to release, like, you know, MCP access, so, like, being able to, you know, give access to their platform through agents. Even some of the other platforms, like Braze, haven’t really caught up at this point, so I actually think that would be a good, kind of, ankle for us
106 00:13:28.370 ⇒ 00:13:45.259 Robert Tseng: And they’re also kind of like, we need to do all these certifications and stuff. I was hoping to poke around in their product while I’m away and thinking about marketing tech in Boston right now, so… But anyway, so that’s kind of why they’re on the radar. Nick leads North American Partnerships.
107 00:13:45.260 ⇒ 00:13:48.559 Robert Tseng: But his team is all India-based, so they’re kind of difficult to…
108 00:13:48.560 ⇒ 00:13:58.629 Robert Tseng: kind of schedule with. I know he kind of tagged you, and the same folks that, you know, we’ve been trying to get ahold of. I think you just kind of have to be persistent with them over email. They’re basically non-active on Slack.
109 00:13:59.430 ⇒ 00:14:00.030 Lisa Whall: Okay.
110 00:14:00.260 ⇒ 00:14:00.820 Robert Tseng: Yeah.
111 00:14:01.090 ⇒ 00:14:01.710 Lisa Whall: Cool.
112 00:14:02.570 ⇒ 00:14:07.999 Lisa Whall: Okay, and then… Real data, riled data, real data?
113 00:14:08.000 ⇒ 00:14:27.409 Robert Tseng: Yeah, Real. Real is, they’re a BIS code tool, one of our earlier partners. I guess they’re still excited to work with us, because we’re one of the, you know, they don’t really have an official partner to implement, but, yeah, we use them internally for ourselves, and we’ve, we’ve implemented them for a few clients, so,
114 00:14:27.460 ⇒ 00:14:43.630 Robert Tseng: I… I mean, they’re definitely a smaller player, just kind of curious, like, you know, I’d be more interested in kind of co-marketing opportunities with them. I frankly don’t think they’re gonna pass us any big leads, and yeah, anyway, they’re one on the lower priority, probably, because they’re still… still really small.
115 00:14:43.940 ⇒ 00:14:46.840 Lisa Whall: Okay, Roy did get back to me, so I’m just trying to…
116 00:14:46.840 ⇒ 00:14:57.069 Robert Tseng: Yeah, but he’s here. I think they are very eager to work… work with us, so, it’d be good, just kind of reps for you to just talk about Rain Forge and see how we position ourselves, yeah.
117 00:14:57.070 ⇒ 00:14:59.410 Lisa Whall: Cool, and we already have that one scheduled, that’s right.
118 00:14:59.680 ⇒ 00:15:00.100 Robert Tseng: Yeah.
119 00:15:00.100 ⇒ 00:15:01.370 Lisa Whall: Okay.
120 00:15:01.800 ⇒ 00:15:03.760 Lisa Whall: contextual AI.
121 00:15:04.830 ⇒ 00:15:05.700 Robert Tseng: This is…
122 00:15:05.700 ⇒ 00:15:12.050 Lisa Whall: So, Udom kind of touched upon it. Okay. And, I wasn’t quite following.
123 00:15:12.050 ⇒ 00:15:25.480 Robert Tseng: My take is that they’re not going anywhere. We were hoping… yeah, I think they’re gonna shut down within, like, six months. I mean, I don’t know if Tom agrees, because he is kind of… I mean, anyway, sometimes we’ll say conflicting things, take…
124 00:15:25.480 ⇒ 00:15:28.909 Lisa Whall: No, that’s okay, you got… hey, we all have to be honest here, like, the…
125 00:15:28.910 ⇒ 00:15:29.240 Robert Tseng: Yeah.
126 00:15:29.240 ⇒ 00:15:31.669 Lisa Whall: No, I’m totally cool with that, like, let’s not…
127 00:15:31.670 ⇒ 00:15:38.689 Robert Tseng: Yeah, I think the future is bleak. Their whole team, like, their founding team got acquired. It’s, like, a CMO is running the company right now.
128 00:15:38.690 ⇒ 00:15:39.340 Lisa Whall: Yeah.
129 00:15:39.340 ⇒ 00:15:44.910 Robert Tseng: I mean, I met with them a couple weeks ago, trying to be like.
130 00:15:45.620 ⇒ 00:16:02.370 Robert Tseng: you know, for your… they basically don’t have a… they don’t have any professional services anymore, so, like, they’re just, like, understaffed to serve their clients. I mean, my… my guess is their clients are probably evaluating other options, they’re gonna move off contextual AI in the next 6 months, but if we can just…
131 00:16:02.680 ⇒ 00:16:07.690 Robert Tseng: Stay… yeah, if we can try to, like, be… like,
132 00:16:07.960 ⇒ 00:16:19.859 Robert Tseng: I mean, the best case scenario is they run into a situation, they can’t serve their existing book, and they need… they need, like, us to help… help them, then we can kind of stand in. But…
133 00:16:19.980 ⇒ 00:16:25.220 Robert Tseng: you know, we’ve also… like, the holdup last time I met with them was, like.
134 00:16:25.370 ⇒ 00:16:42.100 Robert Tseng: we’ve done demos, we’ve built custom demos for them, we’ve done… we’ve tried to do co-marketing work selling to the insurance industry before with them, but we’ve never done anything in production, so I don’t really feel like we’re top of their list. They just… I just think that they’re, you know… anyway, like, I…
135 00:16:43.690 ⇒ 00:16:48.830 Robert Tseng: I think it’s a good relationship to keep warm, but I just… I don’t think the prospects are looking that great.
136 00:16:49.320 ⇒ 00:16:50.750 Lisa Whall: Yeah, what happened?
137 00:16:51.970 ⇒ 00:16:53.809 Lisa Whall: There, because they were pretty hot.
138 00:16:53.810 ⇒ 00:16:55.730 Robert Tseng: Yeah, they were pretty hot. I think…
139 00:16:55.870 ⇒ 00:17:04.959 Robert Tseng: like, I think Enterprise Cloud and Enterprise OpenAI just got big really fast, and just kind of was eating their lunch, so…
140 00:17:05.400 ⇒ 00:17:21.399 Robert Tseng: Yeah, I mean, their whole approach, which I think was… they were early to this, but, like, they were really focused on, kind of, like, context management for, like, as, like, their angle in the LLM kind of, like, tooling.
141 00:17:21.400 ⇒ 00:17:21.839 Lisa Whall: Right.
142 00:17:21.849 ⇒ 00:17:28.879 Robert Tseng: So, I think they’ve already… they have… they have good logos, and they had good… they raised a bunch of money, so they…
143 00:17:28.880 ⇒ 00:17:29.320 Lisa Whall: Right.
144 00:17:29.320 ⇒ 00:17:41.069 Robert Tseng: I think their platform is solid, like, we know how to implement… a lot of this tech is very similar, so, we would… I mean, we talked to speak more to, kind of, the
145 00:17:41.090 ⇒ 00:18:01.030 Robert Tseng: the deals that we were trying to do with them, but, yeah, I mean, I think they’re… they’re just never the top… they’re never on the top three when we ask, it’s like, why they went with another option, like, they just… I guess they’re just not… they’re just not in the… in the top three anymore.
146 00:18:02.560 ⇒ 00:18:04.299 Lisa Whall: That’s wild, man, because I.
147 00:18:04.300 ⇒ 00:18:04.650 Robert Tseng: Yeah.
148 00:18:04.650 ⇒ 00:18:10.709 Lisa Whall: double checking, I’m like, wait, this guy’s the CEO? I was like, what is going on over there?
149 00:18:11.040 ⇒ 00:18:14.490 Robert Tseng: Yeah, yeah, they’ve changed, leadership.
150 00:18:14.600 ⇒ 00:18:20.040 Robert Tseng: quite a few times the past year. It’s been a pretty rocky kind of thing with them, yeah.
151 00:18:22.730 ⇒ 00:18:23.540 Lisa Whall: Okay.
152 00:18:23.940 ⇒ 00:18:33.740 Robert Tseng: Yeah, but they’re, once again, only interested in, kind of, operationally complex industries, so, like, I think they do well in financial services right now.
153 00:18:34.080 ⇒ 00:18:41.669 Robert Tseng: legal, insurance was the one we were trying to go after together, but, I don’t really think it’s… it’s panning out.
154 00:18:41.870 ⇒ 00:18:43.040 Lisa Whall: Yeah, gotcha.
155 00:18:43.290 ⇒ 00:18:47.229 Lisa Whall: Ghrelin. I haven’t had a chance to research them yet. What’s the deal with Graylene?
156 00:18:47.230 ⇒ 00:18:52.809 Robert Tseng: Yeah, so Grayling in early June was a couple of these, smaller… these are basically growth agencies.
157 00:18:52.810 ⇒ 00:18:53.250 Lisa Whall: Okay.
158 00:18:53.940 ⇒ 00:18:54.520 Lisa Whall: Gotcha.
159 00:18:54.690 ⇒ 00:18:56.190 Robert Tseng: Yeah, we’re…
160 00:18:57.250 ⇒ 00:19:07.720 Robert Tseng: Yeah, I think it’s a good operational partner. They refer business to us, and, like, we try to bring them in. I don’t really think there’s too much to do with them right now.
161 00:19:08.170 ⇒ 00:19:14.320 Robert Tseng: Yeah, I… not… not… not like a… not… these are not vendor partners, so probably not where you would spend your time.
162 00:19:14.320 ⇒ 00:19:18.679 Lisa Whall: Okay, cool. Yeah. Magaw… did I type that wrong?
163 00:19:18.680 ⇒ 00:19:22.150 Robert Tseng: Yeah, also Growth Agency as well. Yeah, yeah, yeah.
164 00:19:22.620 ⇒ 00:19:26.240 Lisa Whall: And then Early June Growth Agency, Glimpse.
165 00:19:27.280 ⇒ 00:19:29.259 Robert Tseng: This is an early, like.
166 00:19:29.610 ⇒ 00:19:35.679 Robert Tseng: CPG vendor that, like, we… or, like, CPG tech vendor,
167 00:19:35.870 ⇒ 00:19:42.210 Robert Tseng: We haven’t done anything with them since Q3 of last year, just because we’re trying to move away from that space.
168 00:19:42.660 ⇒ 00:19:43.040 Lisa Whall: Oh, yeah.
169 00:19:43.040 ⇒ 00:19:55.299 Robert Tseng: Yeah, a couple of the people there are my buddies, so that’s kind of how we… we… like, they were willing to throw some marketing dollars with us to go in first. But yeah, I don’t really think they’re a good fit for our staff right now.
170 00:19:55.920 ⇒ 00:19:56.830 Robert Tseng: Yeah.
171 00:19:56.830 ⇒ 00:19:57.420 Lisa Whall: Okay.
172 00:19:57.550 ⇒ 00:19:59.940 Lisa Whall: Makes sense. Mixed panel.
173 00:20:01.010 ⇒ 00:20:01.490 Robert Tseng: Yes.
174 00:20:01.490 ⇒ 00:20:02.740 Lisa Whall: We work with them.
175 00:20:02.740 ⇒ 00:20:13.709 Robert Tseng: Yeah, MixedPanel and Amplitude, these are both product analytics tools, so still kind of top of mind for us. We kind of had a flop with them last quarter. I mean, they’re struggling as well, because
176 00:20:13.980 ⇒ 00:20:19.790 Robert Tseng: But anyway, like, yeah, I think these… both of these platforms are struggling to…
177 00:20:20.230 ⇒ 00:20:22.230 Robert Tseng: Adapt to the, kind of.
178 00:20:22.780 ⇒ 00:20:29.299 Robert Tseng: the changes in AI, but, yeah, I mean, Jay… Jake took this as the main, person there.
179 00:20:29.300 ⇒ 00:20:29.700 Lisa Whall: What’s this?
180 00:20:29.700 ⇒ 00:20:40.100 Robert Tseng: And Jay? Yeah, he’s a senior partner kind of leader there, and yeah, I think…
181 00:20:40.550 ⇒ 00:20:42.129 Lisa Whall: what’s his last name? I’m sorry, Jay.
182 00:20:42.130 ⇒ 00:20:43.420 Robert Tseng: Chit… Chitness.
183 00:20:44.030 ⇒ 00:20:45.560 Lisa Whall: He’s in the chat, I’ll figure it out.
184 00:20:45.560 ⇒ 00:20:55.290 Robert Tseng: Yeah, he’s in the chat, yes. So I would just be kind of adding him, and, like, the other people around him are all… I feel like they’re all pretty new, I’ve never really spoken to them.
185 00:20:55.990 ⇒ 00:20:58.730 Lisa Whall: So, the… low priority.
186 00:20:59.870 ⇒ 00:21:11.349 Robert Tseng: Yeah, I mean, it was higher. I mean, we are, like, top 5 implementation partner for them. If you go on their partner portal, we’re on the first page, but I think momentum has really died down in the past 6 months, and then…
187 00:21:11.560 ⇒ 00:21:18.330 Robert Tseng: I mean, it’s a relationship that I would like to keep, but I don’t really see it growing so much right now.
188 00:21:19.530 ⇒ 00:21:20.280 Robert Tseng: Yeah.
189 00:21:20.410 ⇒ 00:21:23.180 Lisa Whall: Okay. Operating.app?
190 00:21:24.030 ⇒ 00:21:32.090 Robert Tseng: Yeah, so this one, we actually… they’re… we’re a client of… we’re a customer of theirs, we,
191 00:21:33.970 ⇒ 00:21:38.560 Robert Tseng: Yeah, I mean, they are basically,
192 00:21:40.680 ⇒ 00:21:58.059 Robert Tseng: like, resource planning software for services agencies, so it’s like a… they’re well connected. They connect us to other consultancies, and they throw good events. We throw events with them, but usually their customer is not really our… our customer. I think they’re just…
193 00:21:58.100 ⇒ 00:22:10.639 Robert Tseng: They think highly of us, they think we’re a very advanced user of their product, so they’re willing to kind of, like, leverage us to kind of do events with them. I think they’ve been wanting to put something on the books in New York.
194 00:22:10.710 ⇒ 00:22:17.020 Robert Tseng: So, yeah, I think that’s… that’s like… but we have a good relationship with Lori, the founder.
195 00:22:18.070 ⇒ 00:22:19.090 Lisa Whall: Cool. Yeah.
196 00:22:19.440 ⇒ 00:22:21.429 Lisa Whall: Polyatomic.
197 00:22:22.200 ⇒ 00:22:29.760 Robert Tseng: Yeah, also another kind of, like, customer relationship, where… Oh, okay. Yeah, they’re an ETL tool, kind of like a 5% alternative.
198 00:22:29.760 ⇒ 00:22:30.110 Lisa Whall: Okay.
199 00:22:30.110 ⇒ 00:22:32.820 Robert Tseng: We, we use them for all of our clients, so…
200 00:22:33.350 ⇒ 00:22:40.810 Robert Tseng: I mean, frankly, they should be referring us for business, because we’ve got them so… we’ve brought them so much business. Like, every client we have, we bring spots on them.
201 00:22:41.290 ⇒ 00:22:42.630 Lisa Whall: Wow, okay.
202 00:22:42.630 ⇒ 00:22:43.320 Robert Tseng: Yeah.
203 00:22:43.920 ⇒ 00:22:53.710 Robert Tseng: Galib, business CEO, and yeah, he’s… they don’t have a partner for something like that. He’s just the main person to go to. Yeah.
204 00:22:54.280 ⇒ 00:22:56.760 Lisa Whall: what do we want to do there? Do you want me to…
205 00:22:57.480 ⇒ 00:23:02.450 Robert Tseng: I think we… I mean, I would like to keep…
206 00:23:02.740 ⇒ 00:23:08.750 Robert Tseng: I mean, right now, that channel is just full of technical questions. We’re asking them to build out new integrations all the time.
207 00:23:08.750 ⇒ 00:23:09.310 Lisa Whall: Got it.
208 00:23:09.310 ⇒ 00:23:18.300 Robert Tseng: I just think that we haven’t really been forward with, like, the next, thing that we want to plan together. We’ve done events together before.
209 00:23:18.420 ⇒ 00:23:29.869 Robert Tseng: Yeah, with their previous partner, per se, we were… we were a lot more engaged with them, but with the lead, I mean, obviously, he’s quite busy, so I’m not… I’m not sure if he has somebody new, we just haven’t really been…
210 00:23:30.210 ⇒ 00:23:39.119 Robert Tseng: making that push, which I think we should. We should. So, I can’t imagine, you know, who else is referring them as little as we are.
211 00:23:39.610 ⇒ 00:23:44.610 Lisa Whall: Got it. Okay, so I’ll reach out to him, and maybe he can pass us off to somebody below him.
212 00:23:44.830 ⇒ 00:23:45.500 Robert Tseng: Yes.
213 00:23:45.680 ⇒ 00:23:49.220 Lisa Whall: Okay, cool. I’ll, make sure you’re on that one, for sure.
214 00:23:49.450 ⇒ 00:23:52.580 Lisa Whall: Yeah. And then portable.io.
215 00:23:53.300 ⇒ 00:24:03.959 Robert Tseng: Some Polytomic competitor, same thing. We basically stopped using them, though, because we moved to Polytomic, but still, Ethan is a friend of mine in New York, and yeah.
216 00:24:07.690 ⇒ 00:24:09.589 Robert Tseng: Ethan is also the CEO, so…
217 00:24:09.590 ⇒ 00:24:10.220 Lisa Whall: Got it.
218 00:24:11.730 ⇒ 00:24:23.099 Lisa Whall: CEO, okay So, takeaway is… We’re going to focus on Moengage, Get that scheduled. Omni, obviously.
219 00:24:23.660 ⇒ 00:24:26.210 Robert Tseng: Yeah, of the existing pool, I think, yeah, that’s right.
220 00:24:26.420 ⇒ 00:24:29.610 Robert Tseng: Obviously there’s new ones, we’re going after Google, and then also
221 00:24:30.000 ⇒ 00:24:40.220 Robert Tseng: So, with the Anthropic one, I was trying to signal you on. Yeah, I mean, I think I’m trying to open some more doors on the… for AI products specifically, and not just staying in the data world.
222 00:24:40.640 ⇒ 00:24:44.210 Lisa Whall: Yeah, no, I think we’d be crazy not to.
223 00:24:44.510 ⇒ 00:24:45.430 Lisa Whall: Yeah.
224 00:24:45.910 ⇒ 00:24:46.910 Lisa Whall: Okay.
225 00:24:47.180 ⇒ 00:24:51.859 Lisa Whall: Good. All right, that was… that was my big rock for today.
226 00:24:52.150 ⇒ 00:24:54.570 Robert Tseng: Okay, great.
227 00:24:55.590 ⇒ 00:25:03.509 Lisa Whall: And it looks like, HubSpot… I just got a message back from Rico confirming you were able to access HubSpot already. I’m like, well, I…
228 00:25:03.850 ⇒ 00:25:13.999 Lisa Whall: Didn’t know I had a login, but I’ll figure that out. Okay, cool. All right, well, enjoy the conference. I’m here if you need anything, and thank you for your time.
229 00:25:14.340 ⇒ 00:25:15.850 Robert Tseng: Yeah, thanks, Lisa. Talk to you later.
230 00:25:15.940 ⇒ 00:25:17.030 Lisa Whall: Talk to you later, bye-bye.