Meeting Title: Brainforge Dashboard Demo and Feedback Date: 2026-05-01 Meeting participants: Miranda Wen, Robert Tseng
WEBVTT
1 00:05:26.190 ⇒ 00:05:27.210 Miranda Wen: Hi!
2 00:05:27.210 ⇒ 00:05:29.169 Robert Tseng: Hey, Miranda, sorry I’m late.
3 00:05:33.920 ⇒ 00:05:37.359 Miranda Wen: Hello, hello. Oh my god, my hair. That hair day.
4 00:05:37.360 ⇒ 00:05:39.509 Robert Tseng: Oh, no, okay.
5 00:05:39.510 ⇒ 00:05:44.700 Miranda Wen: Yeah, yeah, yeah, so I’m happy to show you, like, what I’ve been viewed so far.
6 00:05:44.700 ⇒ 00:05:46.710 Robert Tseng: Okay, let’s do it.
7 00:05:48.720 ⇒ 00:05:58.309 Miranda Wen: Can you… yeah, so you can see. So basically, like, build, like, this dashboard, you can just, like, log in with your Google. I’m logging with mine, and I also give you, like, a test user I can send you, and you can…
8 00:05:58.490 ⇒ 00:06:01.839 Miranda Wen: try from your Google account as well.
9 00:06:01.850 ⇒ 00:06:02.630 Robert Tseng: Fair.
10 00:06:02.630 ⇒ 00:06:12.060 Miranda Wen: So basically, like, I built, like, a dashboard here, which, like, ingests transcripts, like, the data you get, and you can always, like, add more data in the backend, and it will.
11 00:06:12.060 ⇒ 00:06:12.620 Robert Tseng: Okay.
12 00:06:12.620 ⇒ 00:06:21.579 Miranda Wen: how many documents are there. Right now, it’s connected to, like, Slack, Notion, and, I think, like, a partially,
13 00:06:21.810 ⇒ 00:06:25.240 Miranda Wen: partially Notion, and also the call transcripts.
14 00:06:25.370 ⇒ 00:06:26.750 Miranda Wen: Sure. So…
15 00:06:27.150 ⇒ 00:06:36.529 Miranda Wen: It’s connected with, like, HubSpot, and I just, like, click this, and it just, like, synced, like, 5,000 leads for me.
16 00:06:37.170 ⇒ 00:06:48.890 Miranda Wen: And it shows, like, how many leads are synced. Yeah. You can just, like, always add more leads from here. And then after that, you can generate emails.
17 00:06:49.110 ⇒ 00:06:57.179 Miranda Wen: Because, like, like, as… I don’t know if you see, like, on this thread, like, I couldn’t connect to your superhuman MCP.
18 00:06:57.180 ⇒ 00:06:58.310 Robert Tseng: Right, yeah, I saw that.
19 00:06:58.310 ⇒ 00:07:05.610 Miranda Wen: Yeah, yeah, but maybe we can figure out later. So, like, the emails are not that high quality, but it does its job, like…
20 00:07:05.610 ⇒ 00:07:09.210 Robert Tseng: Yeah, that’s okay. I’ll literally just take it and… yeah, that’s fine.
21 00:07:09.210 ⇒ 00:07:14.499 Miranda Wen: Yeah, yeah, that’s something we can, like, fine-tune on the prompt, and also working with MCP will help a lot.
22 00:07:14.780 ⇒ 00:07:22.579 Miranda Wen: Yeah, so basically you just, like, click this generate email, you can see, like, 50 pending, 100 pending from the,
23 00:07:22.890 ⇒ 00:07:28.619 Miranda Wen: the synced leads, or you can just resolve them all. Let’s just now run, like, the 50 pending.
24 00:07:29.000 ⇒ 00:07:29.550 Robert Tseng: Okay.
25 00:07:34.600 ⇒ 00:07:41.919 Miranda Wen: Okay, done. And we can see at the, it says, like, all… all done, and we can see from the review.
26 00:07:43.030 ⇒ 00:07:55.840 Miranda Wen: Yeah, and this… because I already tested twice, so now, like, 100, 150 leads, and they roll, like, the emails for us. Right now, I only put, like, 3, this sequence for, like, a 7 day.
27 00:07:56.100 ⇒ 00:08:02.339 Miranda Wen: an email one, like, they do have something, like, a little bit specific about, like.
28 00:08:02.470 ⇒ 00:08:07.219 Miranda Wen: The titles, and team and stuffs, like…
29 00:08:07.220 ⇒ 00:08:11.129 Robert Tseng: Wait, this is from the list I gave you? They’re like, none of them are legal, what the heck?
30 00:08:11.970 ⇒ 00:08:20.830 Miranda Wen: Yeah, I think, like, this is, right now it’s, like, ran… like you said, like, randomly selected, so it’s, like, just, like, randomly imported from the…
31 00:08:20.950 ⇒ 00:08:22.600 Miranda Wen: HubSpot right now.
32 00:08:22.600 ⇒ 00:08:23.170 Robert Tseng: Okay.
33 00:08:23.830 ⇒ 00:08:25.340 Miranda Wen: Yeah, but I can…
34 00:08:25.900 ⇒ 00:08:31.500 Miranda Wen: do, like… I think either I will add, like, a label in the HubSpot, or,
35 00:08:32.130 ⇒ 00:08:35.109 Miranda Wen: Or where I can just, like, upload a CSV, I think.
36 00:08:36.350 ⇒ 00:08:36.970 Robert Tseng: Okay.
37 00:08:37.740 ⇒ 00:08:38.280 Miranda Wen: Yeah.
38 00:08:38.280 ⇒ 00:08:41.359 Robert Tseng: Yeah, I mean, that merged CSV I sent you was…
39 00:08:41.470 ⇒ 00:08:52.420 Robert Tseng: supposed to be out of, I mean, I thought those were all my legal leads, so, if that… I mean, Visa… I mean, Visa, HubSpot, I’m seeing…
40 00:08:53.050 ⇒ 00:08:55.520 Robert Tseng: some things here… like, Santosh?
41 00:08:55.680 ⇒ 00:09:07.049 Robert Tseng: like, I feel like is the guy that Uten met up with yesterday, so, like, I don’t know what happened there. Or maybe, yeah, like you said, it’s pulling randomly from HubSpot, so I do think we need a label for… for, like.
42 00:09:07.460 ⇒ 00:09:08.500 Robert Tseng: Yeah.
43 00:09:08.660 ⇒ 00:09:09.190 Robert Tseng: Okay.
44 00:09:09.320 ⇒ 00:09:10.280 Miranda Wen: Yes.
45 00:09:11.110 ⇒ 00:09:20.280 Miranda Wen: Yeah, an email 2, email 3, and you can, like, either approve as a badge, approve all selected, or you can.
46 00:09:20.280 ⇒ 00:09:20.890 Robert Tseng: Yeah.
47 00:09:20.890 ⇒ 00:09:28.430 Miranda Wen: I don’t… this is a bad design, but, you can approve here, and, and then from there, you can, like…
48 00:09:28.620 ⇒ 00:09:30.580 Miranda Wen: You can move to sending.
49 00:09:31.470 ⇒ 00:09:32.120 Robert Tseng: I see.
50 00:09:32.330 ⇒ 00:09:33.010 Miranda Wen: Yeah.
51 00:09:34.490 ⇒ 00:09:37.020 Robert Tseng: Okay, so you hit approve, and then it moves to send?
52 00:09:37.200 ⇒ 00:09:38.270 Miranda Wen: Yeah, yeah, yeah.
53 00:09:38.450 ⇒ 00:09:39.050 Robert Tseng: Okay.
54 00:09:43.060 ⇒ 00:09:45.869 Miranda Wen: Yeah, not right now, like, nothing’s sent yet, but…
55 00:09:45.870 ⇒ 00:09:46.990 Robert Tseng: Okay, sure.
56 00:09:46.990 ⇒ 00:09:47.530 Miranda Wen: Yeah.
57 00:09:50.390 ⇒ 00:09:54.630 Robert Tseng: So once it’s approved, then you send it… then you schedule on the back end to send, or…
58 00:09:55.440 ⇒ 00:09:57.820 Robert Tseng: I work… how do you send from here?
59 00:09:58.920 ⇒ 00:10:03.529 Miranda Wen: I think, like…
60 00:10:03.710 ⇒ 00:10:17.339 Miranda Wen: Because I haven’t… because I didn’t send anything out yet, but… Okay. I think what I told it to do is, like, it doesn’t need to be backend, it’s just, like, once you approve everything and you send, then it will be sent all from this, like…
61 00:10:17.340 ⇒ 00:10:17.920 Robert Tseng: Okay.
62 00:10:18.090 ⇒ 00:10:18.620 Miranda Wen: Yeah.
63 00:10:19.230 ⇒ 00:10:24.030 Robert Tseng: Yeah, you can always test it on internal, like, emails. You could send stuff to me, or whatever, if you want to test it out.
64 00:10:24.030 ⇒ 00:10:25.510 Miranda Wen: Okay, yeah, yeah, yeah. Yeah.
65 00:10:26.070 ⇒ 00:10:26.860 Miranda Wen: Fair.
66 00:10:28.570 ⇒ 00:10:29.230 Robert Tseng: Okay.
67 00:10:32.260 ⇒ 00:10:32.900 Miranda Wen: Yeah.
68 00:10:34.130 ⇒ 00:10:47.429 Miranda Wen: Yeah, and I also, like, hear leads, like, you can see, like, I did, like, a filter scene, like, to see, like, what… what are, the different status for the leads, so, you know, like, what… what are they,
69 00:10:47.530 ⇒ 00:10:49.030 Miranda Wen: Doing right now, yeah.
70 00:10:49.030 ⇒ 00:10:49.650 Robert Tseng: Yeah.
71 00:10:49.920 ⇒ 00:10:51.469 Miranda Wen: But maybe I think, like.
72 00:10:52.500 ⇒ 00:11:00.709 Miranda Wen: Yeah, and also these are the ones that are sent are, like, on different, so we know, like, we can easily track, like, the sequencing from here.
73 00:11:00.870 ⇒ 00:11:01.630 Miranda Wen: Yeah.
74 00:11:02.040 ⇒ 00:11:08.049 Robert Tseng: Okay, so, like, from endpoint to endpoint, this is, like, straight from HubSpot lead list, so this is already assuming that
75 00:11:08.560 ⇒ 00:11:20.559 Robert Tseng: pre-quality, lead list building, lead research is all done. Then you’re using labels, or we need to add labels so that we can actually… it’s not just, like, a random selection from HubSpot, it’s, like, maybe a more targeted list.
76 00:11:21.100 ⇒ 00:11:26.370 Robert Tseng: when you’re doing the email drafting, it kind of… yeah, I mean, right now it’s just kind of…
77 00:11:27.100 ⇒ 00:11:35.910 Robert Tseng: I feel like it’s just reading the name and just, like, generating some random drafts, so, like, I need to be able to, like, feed you, like, a campaign.
78 00:11:36.060 ⇒ 00:11:36.920 Robert Tseng: Ike.
79 00:11:37.230 ⇒ 00:11:38.290 Miranda Wen: Yeah, yeah, yeah. Tark?
80 00:11:38.290 ⇒ 00:11:56.270 Robert Tseng: 500 legal lists of legal emails, here’s the message that we’re going to test with them, or, like, here’s a few messages that we’re going to test. Then it’ll batch those and send them out. I’m assuming that on the back end, it needs to be doing all the basic, like, outbound hygiene themes of, like.
81 00:11:56.840 ⇒ 00:12:05.290 Robert Tseng: not using our actual emails, like, you know, domain shuffling or whatever, and, like, yeah, just, I think, making sure that we’re not, like, you know.
82 00:12:05.500 ⇒ 00:12:17.349 Robert Tseng: trashing the Brainforest domain, because… and then… I don’t know if it has HubSpot tracking on top of it, because we do want to be able to see, like, track email opens, clicks, etc, so we actually can measure performance.
83 00:12:17.600 ⇒ 00:12:25.809 Robert Tseng: Because then, yeah, we need to be able to see, like, how did message A versus message B versus message C do?
84 00:12:26.290 ⇒ 00:12:26.830 Robert Tseng: Yeah.
85 00:12:26.830 ⇒ 00:12:34.779 Miranda Wen: Oh, okay, so do you want, like, something to be, like, flagged on this dashboard? Kind of, like, show, like, oh, like, maybe, like…
86 00:12:34.780 ⇒ 00:12:47.349 Robert Tseng: in HeyReach reporting, or, like, if you… on the HeyReach campaigns, if you go into that platform and you see what they do on LinkedIn outbound, I think that reporting looks great. Like, at a campaign level, I can see, like, what… what the…
87 00:12:48.270 ⇒ 00:12:58.590 Robert Tseng: Well, I mean, there, they have less data. It’s literally just connection, it separates, and then message responses, so… but I think because HubSpot gives… has, like, an embedded tracker that you can put into
88 00:12:58.670 ⇒ 00:13:11.679 Robert Tseng: emails, like, we… and if you’re scheduling these out, I don’t know what… what orchestration you’re doing there. We should… like, we should be able to figure out, like, email opens, clicks, and whatever, like, just basic email, metrics.
89 00:13:12.130 ⇒ 00:13:16.160 Miranda Wen: I see, I see, okay, yeah, I think that would be really cool to add, yeah.
90 00:13:16.910 ⇒ 00:13:17.500 Robert Tseng: Yeah.
91 00:13:21.800 ⇒ 00:13:22.400 Miranda Wen: Yeah.
92 00:13:23.690 ⇒ 00:13:30.110 Robert Tseng: Yeah, so I think once we have that, then, yeah, I wanna… wanna start hitting the… I mean, I could…
93 00:13:30.790 ⇒ 00:13:38.039 Robert Tseng: ideally use it early next week, and, I know you’re… I know you’re out, but, I would… I would like to start sending messages to
94 00:13:38.150 ⇒ 00:13:40.370 Robert Tseng: To firms, yeah.
95 00:13:40.820 ⇒ 00:13:43.080 Miranda Wen: Yeah, yeah, yeah, yeah, I think… I think…
96 00:13:43.370 ⇒ 00:13:46.749 Miranda Wen: That should be… that should be doable, yeah. Because the…
97 00:13:47.550 ⇒ 00:13:52.280 Miranda Wen: Yeah, because the generation approval part is, like, really fast, so we’re all, like… Yeah.
98 00:13:52.520 ⇒ 00:13:53.360 Miranda Wen: Yeah.
99 00:13:53.560 ⇒ 00:13:57.770 Miranda Wen: Yeah, maybe, like, I don’t know if you still have time, maybe let’s, like, get the…
100 00:13:57.770 ⇒ 00:13:58.719 Robert Tseng: Yeah, I can guess.
101 00:13:58.720 ⇒ 00:14:01.600 Miranda Wen: superhuman MCP to get connected.
102 00:14:01.770 ⇒ 00:14:03.149 Robert Tseng: Yeah, sure, let’s do that.
103 00:14:03.150 ⇒ 00:14:08.250 Miranda Wen: Okay, let’s see… I was also sure…
104 00:14:16.330 ⇒ 00:14:17.970 Miranda Wen: Okay…
105 00:14:33.240 ⇒ 00:14:35.469 Robert Tseng: So it’s gonna send me a notification or something?
106 00:14:35.470 ⇒ 00:14:39.410 Miranda Wen: Yeah, yeah, it should be, like, on your… on your iPhone, like…
107 00:14:39.410 ⇒ 00:14:40.040 Robert Tseng: Okay.
108 00:14:41.370 ⇒ 00:14:41.985 Robert Tseng: Oh…
109 00:14:54.140 ⇒ 00:14:58.270 Robert Tseng: I guess while we’re… I haven’t received anything yet.
110 00:14:59.660 ⇒ 00:15:02.810 Miranda Wen: Yeah, wait, I haven’t typed on your email, so yeah.
111 00:15:02.810 ⇒ 00:15:07.450 Robert Tseng: Oh, okay, I don’t know, you’re sharing a screen with me that looks like the loading bar, so I thought you were waiting for me.
112 00:15:07.980 ⇒ 00:15:15.119 Miranda Wen: Oh… Oh, okay, yeah, maybe I should just, like, share the… the whole screen, yeah.
113 00:15:15.240 ⇒ 00:15:15.960 Miranda Wen: Bye.
114 00:15:22.310 ⇒ 00:15:24.320 Miranda Wen: Okay, yeah.
115 00:15:27.500 ⇒ 00:15:29.250 Robert Tseng: The one pass thing I gave you works.
116 00:15:31.110 ⇒ 00:15:34.090 Robert Tseng: I gave you my OnePass for the… my email, right?
117 00:15:34.260 ⇒ 00:15:35.779 Miranda Wen: Yeah, yeah, he did. Okay.
118 00:15:47.510 ⇒ 00:15:49.310 Miranda Wen: Oh my god, this is, like, blocking.
119 00:15:50.090 ⇒ 00:15:50.780 Robert Tseng: No worries.
120 00:15:52.020 ⇒ 00:15:56.140 Robert Tseng: Alright, just let me know when to look, I’m also just gonna shoot off a couple messages.
121 00:16:02.420 ⇒ 00:16:08.090 Miranda Wen: Okay, yeah, I think you need to, like, open… open Gmail on…
122 00:16:08.410 ⇒ 00:16:10.590 Robert Tseng: Oh, Gmail, sure.
123 00:16:12.100 ⇒ 00:16:14.829 Robert Tseng: Yeah, that’s me…
124 00:16:14.830 ⇒ 00:16:16.980 Miranda Wen: And top 75.
125 00:16:16.980 ⇒ 00:16:17.550 Robert Tseng: Okay.
126 00:16:17.670 ⇒ 00:16:18.340 Robert Tseng: Great.
127 00:16:24.720 ⇒ 00:16:33.549 Robert Tseng: I believe if you use your phone, if you have one pass on your phone, like, there is a, key already in there, but you could also do more ways to verify.
128 00:16:34.950 ⇒ 00:16:36.729 Robert Tseng: They might shoot me a text or something.
129 00:16:37.040 ⇒ 00:16:39.659 Miranda Wen: Oh, I don’t have 1Pass on my phone.
130 00:16:40.050 ⇒ 00:16:41.809 Robert Tseng: Okay, then yeah, just use more.
131 00:16:42.930 ⇒ 00:16:43.990 Miranda Wen: Top… maybe.
132 00:16:43.990 ⇒ 00:16:46.490 Robert Tseng: Yeah, I can… I can do that. Yeah.
133 00:16:48.490 ⇒ 00:16:49.830 Robert Tseng: Yeah.
134 00:17:12.359 ⇒ 00:17:13.539 Miranda Wen: Thank you.
135 00:17:16.439 ⇒ 00:17:25.979 Miranda Wen: Yeah, perfect, perfect, yeah. I mean, I know, like, how do I know if, like, some, some ca- some emails or campaigns are, like, legal-related?
136 00:17:27.770 ⇒ 00:17:29.560 Robert Tseng: Right, from here?
137 00:17:30.010 ⇒ 00:17:30.570 Miranda Wen: Yeah, yeah, yeah.
138 00:17:30.570 ⇒ 00:17:40.810 Robert Tseng: I’m literally just… using… I’m using the Ask AI feature, and I’m gonna ask, like.
139 00:17:40.950 ⇒ 00:17:44.829 Robert Tseng: what emails did Reese out of that for you?
140 00:17:45.900 ⇒ 00:17:47.360 Robert Tseng: law firms.
141 00:18:01.320 ⇒ 00:18:03.370 Robert Tseng: Yeah, so if you just type…
142 00:18:06.640 ⇒ 00:18:07.270 Miranda Wen: You know?
143 00:18:10.060 ⇒ 00:18:16.470 Robert Tseng: I would just look at Schwartzberg Law.
144 00:18:19.430 ⇒ 00:18:22.220 Robert Tseng: I think that’s, like, the only one you really need to look at.
145 00:18:23.160 ⇒ 00:18:26.059 Miranda Wen: Hey, how does… what? Short?
146 00:18:26.950 ⇒ 00:18:31.020 Robert Tseng: Okay, so actually, if you go to AI on the left, you press AI.
147 00:18:31.280 ⇒ 00:18:31.920 Miranda Wen: Boom.
148 00:18:32.220 ⇒ 00:18:37.849 Robert Tseng: And then you go to History up in the right… in the corner of the box, right, upper right, yeah.
149 00:18:38.490 ⇒ 00:18:50.799 Robert Tseng: I… You should be able to see the history of, like, Maybe refresh it or something?
150 00:18:56.090 ⇒ 00:19:02.489 Robert Tseng: Because I just asked a query, but okay, I mean, you could probably do the same query, you could just ask…
151 00:19:03.120 ⇒ 00:19:05.200 Robert Tseng: AI, that question.
152 00:19:06.630 ⇒ 00:19:07.350 Miranda Wen: Hmm.
153 00:19:12.330 ⇒ 00:19:25.500 Robert Tseng: Yeah, I would… I would prefer you just look at Schwartzberg Law and Temple Law. I don’t… don’t… I don’t look at Bend Law stuff, and don’t look at Temple Law stuff.
154 00:19:27.500 ⇒ 00:19:28.330 Miranda Wen: Oh, okay.
155 00:19:29.800 ⇒ 00:19:32.309 Robert Tseng: Yeah, so, like, you’d be able to kind of…
156 00:19:33.550 ⇒ 00:19:34.380 Miranda Wen: Okay.
157 00:19:35.090 ⇒ 00:19:37.760 Miranda Wen: Yes, yes, awesome, yeah.
158 00:19:38.370 ⇒ 00:19:41.929 Miranda Wen: So other ones are kind of not the best case, or…
159 00:19:42.130 ⇒ 00:19:53.220 Robert Tseng: Yeah, I mean, it’s just, like, a mix of things. I’m just trying to give you one sample of, like, an outbound email that I got a response. We went all the way to demo, and that’s Schwartzberg Law.
160 00:19:53.580 ⇒ 00:19:58.949 Robert Tseng: You can also look at Temple Law. Temple Law also took a demo with me. Those are the only two, yeah.
161 00:19:59.110 ⇒ 00:20:01.030 Miranda Wen: Okay, awesome, awesome. Yeah.
162 00:20:01.310 ⇒ 00:20:02.389 Miranda Wen: Thank you.
163 00:20:02.750 ⇒ 00:20:05.809 Robert Tseng: But yeah, I mean, in the docs, there is, like.
164 00:20:07.190 ⇒ 00:20:16.599 Robert Tseng: like, in Brainforge platform, I have, like, 1, 2, 3 message sequences for, like, different types of campaigns. I think with Hannah, she might have shown you
165 00:20:16.810 ⇒ 00:20:24.069 Robert Tseng: the sequence that I built out for events. So, like, we have, like, some defined sequences. I think the flow is pretty simple. It’s just like, hey.
166 00:20:24.720 ⇒ 00:20:31.220 Robert Tseng: I mean… it’s nuanced, so, I mean, it’s… it’s not just, like, a hate message, but, like,
167 00:20:31.420 ⇒ 00:20:33.019 Robert Tseng: Yeah, I just… I just…
168 00:20:33.930 ⇒ 00:20:43.729 Robert Tseng: I’m trying… like, I believe that there should be enough examples out there, like, this is very tailored to law, but then we have, like, other…
169 00:20:43.820 ⇒ 00:20:56.519 Robert Tseng: sequences built out that are in platform. So, I… I mean, I… I… if you can’t find it, I’m… I’m curious, you know, I… I just… I would try to lean on that first.
170 00:20:57.620 ⇒ 00:20:58.420 Robert Tseng: Yeah.
171 00:20:58.600 ⇒ 00:21:00.620 Miranda Wen: Yeah, yeah, yeah, for sure, for sure.
172 00:21:00.620 ⇒ 00:21:01.280 Robert Tseng: Yeah.
173 00:21:01.280 ⇒ 00:21:04.769 Miranda Wen: Yeah, cause, right now I don’t think I have that.
174 00:21:05.190 ⇒ 00:21:14.699 Miranda Wen: imported, it shouldn’t be, because, like, so on the platform, I took, like, maybe, like, the call transcripts and stuff. Yeah, I don’t think I have that in yet, so…
175 00:21:15.110 ⇒ 00:21:15.760 Robert Tseng: Okay.
176 00:21:15.760 ⇒ 00:21:16.580 Miranda Wen: Hopefully.
177 00:21:17.160 ⇒ 00:21:20.809 Robert Tseng: Yeah, like, the call transcripts and all that other stuff, maybe, like.
178 00:21:21.540 ⇒ 00:21:31.629 Robert Tseng: Is Notion even helpful at this point? I don’t know, like, I just feel like I loaded so much into, like, platform that, like, it should be good enough. Like, I just had Greg, like.
179 00:21:32.100 ⇒ 00:21:36.809 Robert Tseng: one shot, like, a proposal from a transcript, and it was pretty good. Like, it was, like.
180 00:21:36.930 ⇒ 00:21:40.890 Robert Tseng: I just made edits for, like, maybe 10 minutes, and then I… then we sent it, like…
181 00:21:41.120 ⇒ 00:21:59.689 Robert Tseng: So it under… it took the template for the skill that I built out for the proposal, has the context from the transcripts, it has our pricing loaded in there, because I’ve already built out pricing skills as well. So yeah, I feel like that’s a little bit more complicated, because it’s, like, piecing together a few different things, and I think it got…
182 00:21:59.750 ⇒ 00:22:07.679 Robert Tseng: got pretty… I think I nailed it pretty well, so I feel like with this sequence, it should be simpler. It’s just, like.
183 00:22:07.800 ⇒ 00:22:19.120 Robert Tseng: We have, like, a three-message sequence, typically, and then with the context that you’re pulling from the transcripts, like, you should be able to tailor it to the specific,
184 00:22:19.820 ⇒ 00:22:34.589 Robert Tseng: And yeah, and then the campaign, like, brief is going to give the, like, campaign-specific, guidance on, like, what the messages should be about. So I view it as, like, it’s three inputs that should go into this, so,
185 00:22:36.690 ⇒ 00:22:37.430 Robert Tseng: Yeah.
186 00:22:37.920 ⇒ 00:22:51.509 Miranda Wen: Yeah, yeah, yeah. I’m kind of curious about, like, the campaign brief. Is that something, like, more so, like, on the goal that we import, like, whenever we have a campaign and doesn’t really apply for the legal case, or we have somewhere for the campaign brief?
187 00:22:51.510 ⇒ 00:23:01.900 Robert Tseng: Yeah, no, I think the campaign brief should be, like, the one artifact that you have to, like, upload in order to, like, customize the campaigns. Like, I think everything else should be happening in the…
188 00:23:02.170 ⇒ 00:23:17.590 Robert Tseng: the back… back end. Like, that’s… that’s a single artifact that I want every… every campaign to… to be built off of. It’s, and so there’s examples of campaign briefs as well. It’s in Google Drive, it’s also in… in Platform.
189 00:23:18.080 ⇒ 00:23:19.510 Robert Tseng: I mean, we may have to, like.
190 00:23:20.100 ⇒ 00:23:26.649 Robert Tseng: tighten it up, because maybe there’s some extra stuff in the template that’s not necessary, but I think that’s…
191 00:23:27.710 ⇒ 00:23:31.930 Robert Tseng: Yeah, kind of similar to how
192 00:23:32.990 ⇒ 00:23:46.179 Robert Tseng: yeah, like, that’s how I made the proposals. Like, there’s a proposal template, and every proposal has different components. Every component is built out by, like, a set of skills, and so you’re able to… if… when I’m… when somebody is
193 00:23:46.760 ⇒ 00:23:50.270 Robert Tseng: running the proposal building skill, it’s…
194 00:23:50.540 ⇒ 00:23:58.729 Robert Tseng: kind of running these different modules and then putting it all into the template. That’s kind of, like, the same approach that I took to the campaign brief.
195 00:23:59.580 ⇒ 00:24:09.989 Miranda Wen: Oh, I see, I see. And then, like, for example, on this dashboard I’m having, like, for the user journey, where do you see, like, where is, like, what does, like, the campaign…
196 00:24:10.260 ⇒ 00:24:13.059 Miranda Wen: Brief in this user journey gonna look like?
197 00:24:13.530 ⇒ 00:24:22.720 Robert Tseng: Let’s see… So… I’m just gonna… Sure, disagree.
198 00:24:23.700 ⇒ 00:24:27.470 Robert Tseng: So, campaign brief, this is the template.
199 00:24:29.770 ⇒ 00:24:30.799 Miranda Wen: Yeah, yeah, yeah.
200 00:24:31.060 ⇒ 00:24:42.680 Robert Tseng: Yeah, I believe I showed this to you before. So, it kind of, like, you know, there’s a few different components to it. I don’t think this needs to be fully built out for an outbound campaign, but I’d like it to all just be consistent.
201 00:24:43.130 ⇒ 00:24:47.510 Robert Tseng: So, like, this one was a cold email sequence.
202 00:24:47.510 ⇒ 00:24:48.300 Miranda Wen: bet.
203 00:24:48.350 ⇒ 00:24:53.449 Robert Tseng: Luke had previously run. Obviously, he didn’t really build it out that much. There was no…
204 00:24:53.800 ⇒ 00:25:06.810 Robert Tseng: like, what you’ve got now is you’ve got transcripts. So, like, before, I would need him to, like, actually pull this in, so we don’t need this anymore. I think there’s still checklists that I basically want the agent to go through in order to make sure that, like.
205 00:25:07.120 ⇒ 00:25:19.600 Robert Tseng: And we can, like, tweak this specifically for the cold email, like, do we need 3 SOWs to be created? To me, this is just, like, a decision criteria for whether this campaign is a success, and do we keep running it over and over again?
206 00:25:20.710 ⇒ 00:25:21.789 Robert Tseng: So, it’s like…
207 00:25:22.120 ⇒ 00:25:38.680 Robert Tseng: I’m not going to hit all 50,000 leads unless, like, within the first experiment, we have signed… we have SOWs, we have signed contracts, there’s certain, like, downstream pipeline milestones that I want to see happen before we invest more on rolling out a campaign all the way, so…
208 00:25:38.790 ⇒ 00:25:48.749 Robert Tseng: Yeah, like, this, to me, was, like, a way for the team to spin up campaign experiments very quickly, and just to test it within one to two weeks of just, like, what
209 00:25:49.040 ⇒ 00:26:06.130 Robert Tseng: what’s the initial, kind of, like, reaction that we’re getting? Is it worth, like, rolling out the same messaging sequence to the entire, like, whatever lead list that we had? So, yeah, I imagine these being, like, tightly scoped. 50 to 100 leads is fine, like.
210 00:26:06.300 ⇒ 00:26:11.329 Robert Tseng: I know you’re starting with a chunk of 500, so we could trim that down more, but, like.
211 00:26:11.460 ⇒ 00:26:17.979 Robert Tseng: Yeah, so that’s, like, kind of what this launch checklist is. Positioning hypothesis, I think, is important for the… for the,
212 00:26:19.290 ⇒ 00:26:33.739 Robert Tseng: for the outbound campaign, it’s like, what service are we specifically running? What… like, who are we targeting specifically? So there’s, like, some filtering that should be happening from this. The campaign overview, is kind of just, like, maybe it’s a little bit of redundancy, but something…
213 00:26:33.870 ⇒ 00:26:42.260 Robert Tseng: on there. I don’t think this is so important anymore. This was when he… he… Luke really just built out a manual process. Like, it took the…
214 00:26:42.260 ⇒ 00:26:43.490 Miranda Wen: Oh, I see.
215 00:26:43.490 ⇒ 00:26:48.860 Robert Tseng: This is… what you’re doing is replacing all this. Like, I don’t need somebody to… Go in.
216 00:26:49.070 ⇒ 00:26:54.379 Robert Tseng: do all of these different steps. Like, this took him, like, 2 weeks to launch. So…
217 00:26:54.530 ⇒ 00:27:02.000 Robert Tseng: yeah, I would kind of… kind of take this with a grain of salt. And then, like, as far as the message library, he was, like, handwriting these messages out.
218 00:27:02.330 ⇒ 00:27:06.200 Robert Tseng: I… I think, like.
219 00:27:06.750 ⇒ 00:27:26.060 Robert Tseng: AI should be able to generate what the drafts look like, and I would come in and I would edit these… these messages and tell him, okay, this is… the sequence is fine, and so when Rico was ready to schedule the emails, he would go into whatever platform we were using, and he would queue this up as, like, the trip sequence for the email.
220 00:27:27.960 ⇒ 00:27:39.239 Robert Tseng: Yeah, so I do think that this is kind of what I’m asking for, like, we’re not just doing single emails, we’re doing, like, a drip sequence, some sort of, like, three… at least three email sequence.
221 00:27:39.580 ⇒ 00:27:48.500 Robert Tseng: And then, you know, the idea was if that campaign went well, also in parallel, we’re also testing content at the same time.
222 00:27:48.710 ⇒ 00:28:05.349 Robert Tseng: I don’t think that’s so important right now, we can turn off the content piece. So, if I were to redo this campaign brief for your exercise, I would delete contents, I would delete the campaign, like, execution part, I would probably, like, yeah, I would just…
223 00:28:05.660 ⇒ 00:28:07.910 Robert Tseng: Get rid of this section.
224 00:28:08.080 ⇒ 00:28:18.069 Robert Tseng: But yeah, like, just try to adapt this to what you feel like is necessary for us to, like, be able to have, like, a… like, I view this as, like, a…
225 00:28:19.000 ⇒ 00:28:28.360 Robert Tseng: Yeah, it’s… it’s the per campaign, like, requirements. It’s like a PRD for the campaign. Yeah.
226 00:28:29.120 ⇒ 00:28:32.999 Miranda Wen: Yes, yes, yes, totally, totally. Yeah, yeah, I think I, yeah.
227 00:28:33.630 ⇒ 00:28:37.170 Miranda Wen: I think I definitely, like, this can learn a lot.
228 00:28:37.610 ⇒ 00:28:41.030 Miranda Wen: from this, yeah.
229 00:28:41.360 ⇒ 00:28:48.610 Miranda Wen: But… do you think, like, on the UI, like, should it be something like…
230 00:28:49.080 ⇒ 00:28:56.930 Miranda Wen: I don’t know, like, being wrong in the front end that you lot… you think, like, as a user, like, we should be, like, notified about, or it’s more like…
231 00:28:58.270 ⇒ 00:29:02.850 Robert Tseng: I think we should just upload it, you know? It’s like, if I’m going in there, I’m able to select
232 00:29:03.290 ⇒ 00:29:11.129 Robert Tseng: the set of… Well, I’m relying on HubSpot tags to, like, grab a set of leads.
233 00:29:11.130 ⇒ 00:29:11.520 Miranda Wen: Yeah.
234 00:29:11.520 ⇒ 00:29:15.870 Robert Tseng: And then I’m uploading this brief And…
235 00:29:16.020 ⇒ 00:29:29.510 Robert Tseng: then it’s generating, kind of, what the three email sequence is gonna be. I’m approving the general message of it, and then it gets scheduled off, and, those emails get sent. Like, I think that’s… that, like, that makes sense to me.
236 00:29:30.150 ⇒ 00:29:36.870 Miranda Wen: I see. Yeah, yeah. Yeah, wait, I think we should get to the all-hand… on the meeting.
237 00:29:36.870 ⇒ 00:29:37.450 Robert Tseng: Yeah.
238 00:29:37.690 ⇒ 00:29:45.999 Miranda Wen: Yeah, yeah, but I think… yeah, I have, like, a couple, like, more questions and feedback I would love to collect, but we can, like, talk, where I will Slack.
239 00:29:46.000 ⇒ 00:29:48.710 Robert Tseng: I mean, if you ask me now, we can go a little bit late if it’s… if it’s quick.
240 00:29:49.230 ⇒ 00:30:02.610 Miranda Wen: Oh, yes, yes. So I was just… I’m just, like, trying to figure out, like, so for this campaign brief, like, for each campaign, would it be different, or it will be, like, kind of the same? Because, like, if it’s kind of… will be…
241 00:30:02.700 ⇒ 00:30:09.649 Miranda Wen: different, I think it makes sense, like, every time we have, like, a front, in front, in the UI, we have somewhere to upload and let it.
242 00:30:09.650 ⇒ 00:30:10.290 Robert Tseng: Yeah.
243 00:30:10.290 ⇒ 00:30:14.180 Miranda Wen: But if, like, backend, I can just, like, put it in the backend as a part of, like, the…
244 00:30:14.450 ⇒ 00:30:17.169 Miranda Wen: Injustice. Yeah. Yeah.
245 00:30:17.170 ⇒ 00:30:20.200 Robert Tseng: I…
246 00:30:20.400 ⇒ 00:30:38.249 Robert Tseng: believe that it will still evolve, so I don’t really feel like we should put it in the back end. I think it should just be read off the front end for now, because, like, even now, as we were walking through it, I was telling you, this section’s not relevant anymore, this section is not, so, like, we’re still kind of, like, testing… like, I think we need to be able to test
247 00:30:38.290 ⇒ 00:30:44.439 Robert Tseng: So when a campaign goes out, and it’s… and it’s, like, I’m evaluating performance, there’s, like, a few things, I’ll…
248 00:30:44.500 ⇒ 00:30:45.899 Robert Tseng: Like, I’ll be like.
249 00:30:46.380 ⇒ 00:30:56.909 Robert Tseng: Was it the brief? If I adjusted the brief, would I have gotten better results? Like, that’s, like, one lever I would test on performance. Was it the copy? Like, what was wrong with the copy? Like, you know,
250 00:30:57.230 ⇒ 00:31:09.360 Robert Tseng: And then, like, is it targeting? Like, are we not hitting the right people? So, like, I feel like that helps me to, like, diagnose, like, what levers we have to be able to improve the performance better.
251 00:31:09.490 ⇒ 00:31:12.320 Robert Tseng: Yeah, so I…
252 00:31:12.960 ⇒ 00:31:22.369 Robert Tseng: I want the flexibility to be able to change the brief structure, because I feel like that would be a core input for, like, what would make some of this better.
253 00:31:22.550 ⇒ 00:31:24.730 Miranda Wen: Mmm, makes sense, makes sense. Yeah, yeah.
254 00:31:25.460 ⇒ 00:31:26.389 Miranda Wen: Yeah, thank you so much.
255 00:31:26.390 ⇒ 00:31:26.720 Robert Tseng: Yeah.
256 00:31:26.720 ⇒ 00:31:27.640 Miranda Wen: cover, yeah.
257 00:31:27.790 ⇒ 00:31:28.330 Robert Tseng: Yeah.
258 00:31:28.960 ⇒ 00:31:31.569 Robert Tseng: Okay, cool. Let’s, let’s hop to the other one.
259 00:31:31.710 ⇒ 00:31:33.769 Miranda Wen: Okay, okay. See ya.
260 00:31:33.770 ⇒ 00:31:34.910 Robert Tseng: Alright, see you.