Meeting Title: GTM Retro + Analysis Date: 2026-04-30 Meeting participants: Hannah Wang, Ruixi Wen, Rico Rejoso


WEBVTT

1 00:00:49.170 00:00:57.950 Hannah Wang: Hey guys, I think… This is everyone that will be at the… at this meeting.

2 00:00:58.060 00:01:01.410 Hannah Wang: I feel like maybe we can just share…

3 00:01:01.920 00:01:07.449 Hannah Wang: updates on the bets that we made, on… on Monday.

4 00:01:07.710 00:01:13.759 Hannah Wang: And then… Yeah, just open floor, and then we can close.

5 00:01:16.810 00:01:20.450 Hannah Wang: I’m trying to remember what my bets were, so…

6 00:01:20.900 00:01:24.509 Hannah Wang: Let me go find it somehow…

7 00:01:24.860 00:01:26.240 Rico Rejoso: I can start.

8 00:01:26.540 00:01:26.940 Hannah Wang: Okay.

9 00:01:26.940 00:01:29.599 Rico Rejoso: I only have one bad position.

10 00:01:29.830 00:01:32.360 Rico Rejoso: Which is to finalize the MBR.

11 00:01:32.920 00:01:42.749 Rico Rejoso: Which I did already. I kinda made some edits on the previous month’s Data here since,

12 00:01:44.350 00:01:47.660 Rico Rejoso: I… I mean, I try to gather more,

13 00:01:48.140 00:01:56.470 Rico Rejoso: data or raw data to base it off from, and also adjusted some data on the WBR, which is where we’re getting some of the data on the MBR.

14 00:01:56.640 00:02:02.939 Rico Rejoso: But I still need confirmation, Robert, if that’s good or not, so I can make adjustments. On the QBR,

15 00:02:03.210 00:02:06.939 Rico Rejoso: I wasn’t able to work on it, and some of it are, like, finance-related stuff.

16 00:02:07.230 00:02:10.509 Rico Rejoso: And, I need to request

17 00:02:10.820 00:02:15.170 Rico Rejoso: Some documentation, from finance for that, and compiled it together.

18 00:02:15.640 00:02:19.009 Rico Rejoso: For the whole 3 months for the first quarter.

19 00:02:21.180 00:02:27.420 Rico Rejoso: Yeah, so… Probably need to consult with Megan on this one first, and see if she has all

20 00:02:28.140 00:02:32.030 Rico Rejoso: Papers here, so I can finalize the QBR.

21 00:02:33.670 00:02:45.639 Hannah Wang: Sounds good. Okay. I can go next. My two bets were to, one, nurture leads for campaigns.

22 00:02:46.380 00:02:50.290 Hannah Wang: I know that this is not…

23 00:02:50.570 00:03:01.770 Hannah Wang: a priority for Miranda to help me with this. So, Miranda, I didn’t ask you to help me build a skill or anything related to this, I just manually…

24 00:03:02.060 00:03:20.900 Hannah Wang: using my best judgment to come up with the messaging, and it’s taking me forever, but it’s fine. So, I did nurture some leads for a conference, and then I have a couple more queued up to send out today and tomorrow.

25 00:03:21.060 00:03:32.869 Hannah Wang: And then my second bet is to work on marketing assets to support partnerships and sales however they need it. So, yeah, this week was pretty design-heavy. Like, I helped.

26 00:03:33.570 00:03:36.539 Hannah Wang: Create some diagrams and…

27 00:03:37.420 00:03:47.500 Hannah Wang: I’m talking with Lisa to work on partnership collateral, so I’ll just keep doing that today and the rest of this week.

28 00:03:47.940 00:03:54.769 Hannah Wang: And then, I do have another request for…

29 00:03:54.930 00:04:04.079 Hannah Wang: automation that I would like, but I can save that for after everyone shares, so… Miranda, if you know your buds…

30 00:04:04.220 00:04:06.700 Hannah Wang: Or remember them, you can share with me.

31 00:04:07.740 00:04:09.249 Ruixi Wen: Oh, yes, for sure, yeah.

32 00:04:09.250 00:04:09.670 Hannah Wang: Sure.

33 00:04:09.670 00:04:27.229 Ruixi Wen: It just takes a long time for me to, like, really deploy this, like, outbound engine and have all the data ingested, but once I think we, once, like, Robart can use on his end, on the VO, I can start, like, working on.

34 00:04:27.420 00:04:38.369 Ruixi Wen: the skills and stuff. So mainly right now, like, I think I built, like, the serve UI, and I know exactly what the data I’m gonna get, and I had all the…

35 00:04:38.460 00:04:55.660 Ruixi Wen: folder created, but I think just, like, on the data ingestion side, I face on Blocker once, like, the linear ticket I, created for, like, the OpenAI API key, because it’s the one when password is not…

36 00:04:55.790 00:05:00.289 Ruixi Wen: working. I don’t know if there’s, like, any update on that yet, the recall?

37 00:05:03.670 00:05:07.370 Rico Rejoso: Yeah, I’m confirming. That’s for, lead assassin, right?

38 00:05:08.790 00:05:10.179 Ruixi Wen: Yeah, yeah, yeah.

39 00:05:10.970 00:05:16.699 Rico Rejoso: Yeah, that’s, like, a previous tool, not sure if we’re currently using that one, so I’m confirming with Intel if we still have that.

40 00:05:17.980 00:05:18.820 Ruixi Wen: Okay.

41 00:05:19.670 00:05:20.300 Rico Rejoso: Yeah.

42 00:05:20.560 00:05:22.480 Ruixi Wen: So he hasn’t got back to you yet.

43 00:05:23.070 00:05:24.030 Rico Rejoso: Not yet.

44 00:05:24.540 00:05:27.580 Ruixi Wen: Okay, I wonder, should I just, like, add him in the sales channel?

45 00:05:30.180 00:05:35.120 Hannah Wang: Yeah, go for it. I think you can just… he’s always saying…

46 00:05:35.430 00:05:39.460 Hannah Wang: to spam him, and that it’s okay. I’m sorry, cool.

47 00:05:39.900 00:05:45.400 Ruixi Wen: And another thing is that, so I was basically trying to also…

48 00:05:45.420 00:05:53.050 Ruixi Wen: integrate the, Notion cell stock as a part of, like, data ingestion.

49 00:05:53.050 00:06:06.070 Ruixi Wen: But I cannot face a blocker, because I’m not… I don’t have the admin access for the workspace, so I cannot, like, really do the integration. I tried to do it manually by converting those documents into SX, but I feel like just, like.

50 00:06:06.100 00:06:17.459 Ruixi Wen: because, like, Notion’s, like, one page embed with many other pages. It just becomes very manually intensive, and I think it’s still better if I can

51 00:06:17.820 00:06:25.930 Ruixi Wen: I don’t know if I can get the workspace admin, or, have… I don’t know, whoever have the admin, Utah Mo Robert, to, like, integrate the.

52 00:06:25.930 00:06:26.759 Rico Rejoso: For no good.

53 00:06:27.810 00:06:28.460 Ruixi Wen: Huh?

54 00:06:29.040 00:06:30.340 Rico Rejoso: What rule was that for?

55 00:06:30.440 00:06:31.059 Rico Rejoso: For no shot?

56 00:06:31.330 00:06:32.630 Ruixi Wen: Yeah, Notion.

57 00:06:33.090 00:06:36.750 Rico Rejoso: Yes, just send a request, I have access to most tools that we have.

58 00:06:37.160 00:06:38.110 Ruixi Wen: Oh, okay.

59 00:06:38.890 00:06:46.249 Ruixi Wen: Cool, cool, cool. Yeah, awesome. Okay, I will send a request for that. I saw only Utam has that. Okay, cool. Yeah.

60 00:06:46.440 00:06:49.350 Ruixi Wen: That’s it for my end,

61 00:06:49.570 00:06:57.019 Ruixi Wen: Yeah, my… I think it’s very close to being deployed, it just, like, for the whole morning, I was, like, debugging a lot of things, yeah.

62 00:06:58.820 00:07:01.150 Ruixi Wen: Cool. Yeah, Hannah Len…

63 00:07:01.150 00:07:03.910 Hannah Wang: You’re an engineer right now.

64 00:07:03.910 00:07:11.050 Ruixi Wen: Yeah, I am, yeah. I mean, technically, like, the title,

65 00:07:11.170 00:07:14.559 Ruixi Wen: Robert gave me his, like, go-to-market engineer, yeah.

66 00:07:14.560 00:07:16.869 Hannah Wang: Okay, oh no, okay.

67 00:07:16.870 00:07:23.929 Ruixi Wen: There’s, like, go-to-market setup product, but honestly, just… it’s kind of like a new thing with the AI wave, this title, yeah.

68 00:07:23.930 00:07:31.569 Hannah Wang: Yeah. I feel like with AI, everyone can be an engineer, somehow. Or, yeah, it’s not easy, but…

69 00:07:31.810 00:07:38.140 Hannah Wang: You can, if… You want to be. Okay, cool.

70 00:07:38.640 00:07:39.550 Hannah Wang: Yeah, good work.

71 00:07:39.550 00:07:42.270 Ruixi Wen: What was the automation you wanted to talk about earlier, Hannah?

72 00:07:42.270 00:07:44.549 Hannah Wang: Oh, yeah, I mean…

73 00:07:44.980 00:07:59.390 Hannah Wang: I don’t know, like, what the roadmap is for you, because I know you probably get a lot of asks, and some of them are higher priority than others, but aside from the skill, or, the lead nurturing one.

74 00:07:59.740 00:08:09.000 Hannah Wang: Another thing that I would like to have, and I… I chatted with Rico about this in DMs, but…

75 00:08:09.260 00:08:11.770 Hannah Wang: Like, the problem that we’re faced…

76 00:08:11.890 00:08:15.710 Hannah Wang: One problem that we’re facing right now is whenever we finish

77 00:08:16.270 00:08:30.040 Hannah Wang: a project and complete, like, a deal with a client. Like, there’s no way for me to know that it was completed, because we want to, like, make case studies for every project that we do, but…

78 00:08:30.350 00:08:40.910 Hannah Wang: Like, in the past, we tried to push, like, the CSOs and the leads to… Basically notify

79 00:08:41.169 00:08:46.510 Hannah Wang: Like, me, or the design team, that, a deal is complete.

80 00:08:47.020 00:08:54.550 Hannah Wang: So that I can make a case study for it, but I think they’re just probably really busy, and don’t forget to do it, so I think…

81 00:08:54.740 00:08:59.180 Hannah Wang: Yeah, a constant struggle that we have is keeping up case study.

82 00:08:59.300 00:09:01.410 Hannah Wang: output,

83 00:09:01.900 00:09:09.259 Hannah Wang: Because, like, we have… obviously have a lot of clients, and we want to make case studies so that we can send it to relevant leads, but…

84 00:09:09.480 00:09:21.809 Hannah Wang: There’s just, like, not a good system right now for me to find out when a project is complete, so I did ask Rico, like, if there’s some way to add, like, a field

85 00:09:21.990 00:09:23.440 Hannah Wang: and HubSpot.

86 00:09:23.610 00:09:33.429 Hannah Wang: Once, like, a project is done, but he said it might not be possible to do, so… yeah, just to…

87 00:09:34.330 00:09:40.920 Hannah Wang: maybe you and I can, like, brainstorm in another session or some… something like that, but… Yeah, the ask…

88 00:09:41.440 00:09:51.299 Hannah Wang: basically long-winded way of saying that the ask is, I just want, like, some automation built out so that whenever we finish a project with whatever

89 00:09:51.630 00:09:56.980 Hannah Wang: I want to be able to be notified so that I can…

90 00:09:57.080 00:10:05.789 Hannah Wang: make a case study for it, basically. And, like, a previous AIPM, like, he built out

91 00:10:05.990 00:10:08.800 Hannah Wang: A tool in the platform that…

92 00:10:09.090 00:10:12.690 Hannah Wang: Will help me gather the requirements for…

93 00:10:12.860 00:10:17.449 Hannah Wang: the case study, so I can, like, show you that too.

94 00:10:17.450 00:10:18.739 Ruixi Wen: Oh, okay, that would be great, yeah.

95 00:10:18.740 00:10:26.010 Hannah Wang: I don’t know, like, how relevant it’ll be now, just because it was built out, like, basically

96 00:10:26.200 00:10:35.200 Hannah Wang: 4 or 5 months ago, before we had Cursor, and now that we have Cursor, I feel like it changes a lot of things, but…

97 00:10:35.290 00:10:47.659 Hannah Wang: If you go to the platform under AI Tools, there’s a case study assistant, and the reason why this was created was because the blocker I was facing was that I was having to interview every single person, or stay…

98 00:10:48.040 00:10:54.959 Hannah Wang: person to get information about the case study, but the previous PM built this out so that.

99 00:10:54.960 00:10:55.360 Ruixi Wen: Thank you.

100 00:10:55.360 00:10:59.429 Hannah Wang: It basically interviews them for me, and gathers, like.

101 00:10:59.530 00:11:08.790 Hannah Wang: all of the requirements, basically. It hasn’t been… utilized that well, honestly.

102 00:11:09.110 00:11:17.589 Hannah Wang: Let me see… So, like, this is an example of something that was actually successful. Like, I requested an interview from…

103 00:11:18.360 00:11:25.120 Hannah Wang: Robert about a past client we had called Abide, and then it basically, like, asks,

104 00:11:26.140 00:11:32.840 Hannah Wang: And then you just, like, word vomit to this assistant voice, like, through voice, and then.

105 00:11:33.330 00:11:38.540 Hannah Wang: It compiles, like, yeah, just an output.

106 00:11:39.470 00:11:50.650 Hannah Wang: for me to plug it into the design. But I feel like this could also use some updating, too, now that we have, like, cursor and all the context and knowledge and all that stuff, but…

107 00:11:50.790 00:11:59.829 Hannah Wang: I think that’s probably, like, the second priority. I think the first priority is just, yeah, some way for me to get notified that

108 00:11:59.920 00:12:16.309 Hannah Wang: a project is done, so that I can… if we want to use this assistant, I can just press create a case study, and then add whoever the lead or CSO is, and then they’ll get a notification, and they need to…

109 00:12:16.440 00:12:17.610 Hannah Wang: Basically.

110 00:12:18.410 00:12:20.950 Hannah Wang: Be interviewed by this bot.

111 00:12:21.860 00:12:29.280 Ruixi Wen: Yeah. Wait, but then why, like, it cannot be done in HubSpot for this thing?

112 00:12:30.200 00:12:36.450 Hannah Wang: Rico, can you clarify why it can’t be done? Like, why we can’t add a field?

113 00:12:36.580 00:12:39.959 Hannah Wang: That basically says a project is done, or something like that.

114 00:12:40.650 00:12:44.100 Rico Rejoso: Currently on HubSpot.

115 00:12:44.820 00:12:50.909 Rico Rejoso: the properties of… I mean, I mentioned… I mentioned yesterday that we can probably do it by adding a property whenever.

116 00:12:50.910 00:12:51.540 Hannah Wang: Huh.

117 00:12:51.820 00:12:53.430 Rico Rejoso: A deal.

118 00:12:53.600 00:12:57.480 Rico Rejoso: is completed, right? And putting a property of their,

119 00:12:57.590 00:13:00.749 Rico Rejoso: Terminate for the contract that they signed.

120 00:13:01.430 00:13:02.229 Rico Rejoso: Just a sec.

121 00:13:04.370 00:13:22.760 Rico Rejoso: But, I was thinking, on the deals that we have right now, everything is just sales-related there, and whenever, a project or, let’s say a deal has been completed, it transitioned into a delivery stuff, so that became not… that became more of a delivery-related information, which is not in HubSpot.

122 00:13:23.210 00:13:29.200 Rico Rejoso: So, I’m not sure if it’s relative for us to put in another property that has the term date for that

123 00:13:29.540 00:13:30.720 Rico Rejoso: completed project.

124 00:13:31.000 00:13:37.310 Rico Rejoso: Right? Because it may be a different one, or maybe a different pipeline after the sales pipeline.

125 00:13:39.460 00:13:43.900 Hannah Wang: But isn’t, like, one project correlated with one deal?

126 00:13:44.260 00:13:48.400 Hannah Wang: So, like, if this deal is… Done.

127 00:13:48.670 00:13:52.869 Hannah Wang: Like, wouldn’t we… Change… oh, I see.

128 00:13:53.220 00:13:59.390 Rico Rejoso: But the flow would be, like, if it’s done, it shouldn’t be in the sales pipeline anymore, right? It should be, like, on the different…

129 00:13:59.580 00:14:03.430 Rico Rejoso: Pipeline that’s good… that should be more delivery-related.

130 00:14:03.580 00:14:04.680 Hannah Wang: Oh… Right.

131 00:14:04.860 00:14:09.250 Hannah Wang: Yeah, because the last quality was complete, yeah.

132 00:14:10.440 00:14:11.280 Hannah Wang: Go ahead.

133 00:14:12.110 00:14:16.619 Ruixi Wen: Yeah, we can… can, like, complete one, like, be the one…

134 00:14:16.780 00:14:19.960 Ruixi Wen: Is it complete… be notified about, like, complete one?

135 00:14:20.200 00:14:23.990 Ruixi Wen: The deal is done for you, or not really?

136 00:14:26.970 00:14:28.589 Hannah Wang: I think complete one is…

137 00:14:29.270 00:14:30.290 Rico Rejoso: Sorry.

138 00:14:30.470 00:14:38.879 Hannah Wang: I think complete one is for when we close… we sign with the client, saying that we’re gonna work on the project, not necessarily

139 00:14:39.280 00:14:40.499 Hannah Wang: project is done.

140 00:14:40.500 00:14:46.079 Ruixi Wen: Oh, I see. So only the CSO side, would know, like, when the product’s complete.

141 00:14:47.160 00:14:50.020 Hannah Wang: Or I just, I guess, yeah, whoever…

142 00:14:50.250 00:15:01.509 Hannah Wang: I’m sure Rigo knows at some point, because I think every deal, after we complete it, it either renews, or upsells, or it, like, churns.

143 00:15:03.520 00:15:04.779 Rico Rejoso: Right now, like…

144 00:15:04.780 00:15:11.980 Ruixi Wen: When the CSO or delivery side complete a project, like, how… where do they update?

145 00:15:14.900 00:15:21.020 Rico Rejoso: Right now, I mean, I have all the records for that, it’s on a separate spreadsheet that we have.

146 00:15:21.400 00:15:21.850 Ruixi Wen: Okay.

147 00:15:21.850 00:15:29.949 Rico Rejoso: on the financial side, but I do update Robert, like Manwin, telling him that we are approaching, we are two weeks away from

148 00:15:30.040 00:15:43.389 Rico Rejoso: ending the project with this client, so we can start working on a different SOW, and, you know, for upselling, or for renewals of those contracts. So that is being done manually right now. I was…

149 00:15:43.390 00:15:53.399 Rico Rejoso: I was about to shoot you a message that I was working on automation in Cursor, wherein it will gather those from the spreadsheet and send out a reminder.

150 00:15:55.050 00:16:02.550 Rico Rejoso: Either weekly on cursory every Monday, or in which clients we’re about to close in the coming two weeks.

151 00:16:02.970 00:16:20.310 Rico Rejoso: Right, but, we’re having trouble with the Google MCP. Sometimes it works, sometimes it doesn’t, so that’s basically the biggest issue, which I also escalated to Tom and Bryl to help me out on how we can get that working, so I can read out those

152 00:16:20.650 00:16:21.490 Rico Rejoso: Bum.

153 00:16:21.750 00:16:24.250 Rico Rejoso: Clients that are about using those, or ending.

154 00:16:24.250 00:16:28.259 Hannah Wang: I see. Where… is that gonna be in sales notification?

155 00:16:28.440 00:16:30.870 Hannah Wang: Or somewhere else in Slack.

156 00:16:31.600 00:16:36.229 Rico Rejoso: In Slack, yeah. Probably should shoot a message in Slack.

157 00:16:36.940 00:16:39.220 Hannah Wang: Which channel were you thinking?

158 00:16:39.890 00:16:45.070 Rico Rejoso: Right now I’m thinking of operations, but since you mentioned it, I was, like, thinking to put it in sales instead.

159 00:16:45.840 00:16:46.880 Hannah Wang: Hmm.

160 00:16:47.320 00:16:51.320 Hannah Wang: Honestly, like, Yeah… So, it…

161 00:16:51.750 00:17:00.140 Hannah Wang: Only we’ll send an update once we’re approaching the end, not necessarily when we ended the project.

162 00:17:01.070 00:17:06.720 Rico Rejoso: Yeah, but we can make changes to when it ends.

163 00:17:07.530 00:17:08.569 Hannah Wang: Okay.

164 00:17:08.579 00:17:11.069 Rico Rejoso: Two categories, yeah, when ended, or…

165 00:17:11.259 00:17:18.529 Rico Rejoso: Once, we’re approaching… we’re two weeks away from ending, or closing that… I mean, ending that project with a client.

166 00:17:18.730 00:17:22.639 Hannah Wang: I see. Okay, yeah, keep me in the loop.

167 00:17:22.800 00:17:26.520 Hannah Wang: import that, then. I’ll just…

168 00:17:26.810 00:17:34.769 Hannah Wang: be added to that channel, or wherever you think is best, because then I can just monitor that every…

169 00:17:35.160 00:17:45.489 Hannah Wang: Every week, and then… I guess that kind of solves, like, the notification of the design team.

170 00:17:45.930 00:17:53.169 Hannah Wang: part, but I think… Maybe the next thing that we can explore, either on this call or later, is…

171 00:17:55.510 00:17:58.570 Hannah Wang: I guess, making this better.

172 00:18:00.410 00:18:11.160 Hannah Wang: Yeah, let me… Let me… think about… let me just pull all the relevant Slack threads.

173 00:18:11.280 00:18:21.289 Hannah Wang: from the past on this, and then… I’ll just DM you, Miranda, and then… Whenever you have time.

174 00:18:21.550 00:18:27.999 Hannah Wang: Because I know you have other priorities, like, we can… this can just be in your backlog, I guess.

175 00:18:29.250 00:18:34.490 Hannah Wang: Yeah, because I’m trying to think if this is now updated… out… outdated, because we have…

176 00:18:34.840 00:18:42.740 Hannah Wang: cursor, because I’m assuming, like… We have GitHub repositories for every client.

177 00:18:42.980 00:18:51.279 Hannah Wang: And… Like, they… add, like… I don’t know, I’m wondering if I can just ask Cursor to, like.

178 00:18:51.770 00:19:04.430 Hannah Wang: basically given all the files that are in this client’s, like, GitHub or something, like, generate the case study, but yeah, I just need to think about that a little more.

179 00:19:05.310 00:19:09.800 Hannah Wang: But yeah, okay, that was helpful. So Rico, just keep me in the loop.

180 00:19:10.180 00:19:17.109 Hannah Wang: for that automation, once you get the MCP set up with Google, and then… We can go from there.

181 00:19:18.300 00:19:19.100 Rico Rejoso: Okay, yeah.

182 00:19:20.290 00:19:21.030 Hannah Wang: Okay.

183 00:19:21.550 00:19:22.110 Ruixi Wen: Boom.

184 00:19:22.810 00:19:24.480 Ruixi Wen: Cool, sounds good, yeah.

185 00:19:24.480 00:19:27.900 Hannah Wang: Okay, anything else from either of you?

186 00:19:30.570 00:19:31.300 Rico Rejoso: I’m good.

187 00:19:33.060 00:19:34.090 Hannah Wang: Okay…

188 00:19:34.640 00:19:45.179 Hannah Wang: Alright, sounds good, team. Thank you for another week of good work, and I will talk to you later today, or tomorrow, or next week.

189 00:19:45.440 00:19:46.700 Hannah Wang: Okay, bye bye.

190 00:19:46.700 00:19:47.870 Ruixi Wen: Have a great day.

191 00:19:47.870 00:19:48.460 Hannah Wang: Right.

192 00:19:48.460 00:19:49.430 Rico Rejoso: Thanks, guys.