Meeting Title: GTM Retro + Analysis Date: 2026-05-07 Meeting participants: Lisa Whall, Robert Tseng, Hannah Wang, Rico Rejoso


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1 00:02:11.210 00:02:12.420 Lisa Whall: Hey, Robert!

2 00:02:12.590 00:02:13.540 Robert Tseng: Hey, Lisa!

3 00:02:13.840 00:02:14.490 Lisa Whall: How’s it going?

4 00:02:15.180 00:02:16.479 Robert Tseng: Good, how are you?

5 00:02:16.480 00:02:23.749 Lisa Whall: You guys sucked me into HubSpot administration? Oh no!

6 00:02:23.930 00:02:28.900 Lisa Whall: I’m joking, I’m joking.

7 00:02:28.900 00:02:30.850 Robert Tseng: Oh, well, I mean…

8 00:02:31.330 00:02:32.980 Lisa Whall: It’s okay.

9 00:02:34.240 00:02:43.619 Robert Tseng: What do you… what do you gotta do in HubSpot? Like, I’ve been following along, but, like, I… I mean, I don’t really empathize with what Artie was saying, like, I feel like it’s not that hard to make changes in HubSpot.

10 00:02:44.230 00:02:50.769 Lisa Whall: Oh, I don’t eat… that’s… I… oh, I agree. I’m… I’m organizing it into…

11 00:02:51.450 00:02:54.750 Lisa Whall: actionable things, is what I’m doing.

12 00:02:54.750 00:02:55.530 Robert Tseng: Okay.

13 00:02:55.530 00:03:03.390 Lisa Whall: No, no, I’m joking. I’m totally kidding. No, it just… I just want to think it all through so that we capture… have a source of truth.

14 00:03:03.980 00:03:09.380 Lisa Whall: And we don’t have outside spreadsheets, so I’m just taking my time and going through and…

15 00:03:10.170 00:03:13.069 Lisa Whall: doing it so that we don’t have to touch it again. That’s my goal.

16 00:03:13.220 00:03:14.360 Robert Tseng: So… Okay.

17 00:03:14.360 00:03:15.340 Lisa Whall: Yep.

18 00:03:15.510 00:03:30.549 Robert Tseng: Yeah, I feel like I just kind of… I come to it in waves. When I feel like I need it to make changes, I’ll just make the changes. Like, I don’t know, there have been people that come in and out telling us we should set it up this way or that way. I just… I guess now what we’ve inherited is kind of this…

19 00:03:30.720 00:03:37.589 Robert Tseng: you can hear what it is. I guess, like, the tags part we probably don’t use well,

20 00:03:38.150 00:03:40.200 Robert Tseng: Yeah, I mean, I guess…

21 00:03:40.590 00:03:47.290 Lisa Whall: It’s… it’s fine, it just needs some enrichment, to be honest. That’s my… that’s my pers… just some cleanup and enrichment, it’s not…

22 00:03:47.700 00:03:58.220 Lisa Whall: HubSpot’s HubSpot, Salesforce is Salesforce. You’ve got your deals, you’ve got your address, you’ve got your contacts, like, let’s not overthink it, is my… is my thing.

23 00:03:58.640 00:03:58.970 Robert Tseng: Yeah.

24 00:03:58.970 00:04:01.619 Lisa Whall: Make sure, as long as you’re capturing all the data.

25 00:04:02.040 00:04:04.830 Lisa Whall: then you’re fine. Like, bottom line, right?

26 00:04:05.990 00:04:08.960 Robert Tseng: Yeah, I mean, do you… what else do you feel like is missing that you…

27 00:04:08.960 00:04:15.700 Lisa Whall: Oh, just all the deal registration stuff, so that we don’t have to keep a separate spreadsheet, and it’s not a big deal.

28 00:04:15.890 00:04:17.019 Lisa Whall: Like, it’s just…

29 00:04:17.029 00:04:17.789 Robert Tseng: Okay.

30 00:04:17.950 00:04:19.070 Lisa Whall: Yeah, that’s all.

31 00:04:20.019 00:04:36.319 Lisa Whall: just making sure that it’s all in one place, so that we don’t have to have a separate spreadsheet. It’s… it’s not an insurmountable task. It’s just detail-oriented so that we don’t have to touch it again. I just want to sell. I don’t want to do HubSpot. I think it’s the same way.

32 00:04:36.320 00:04:41.649 Robert Tseng: Are you, are you using, like, Cursor and… to update HubSpot?

33 00:04:43.190 00:04:46.869 Robert Tseng: Or are you going into HubSpot and you’re just, like, kind of clicking around?

34 00:04:46.870 00:04:54.519 Lisa Whall: I’m just trying to get the lay of the land and look for anything, any data that we’re missing, creating some drop-downs, stuff like that.

35 00:04:54.520 00:04:55.020 Robert Tseng: Sure.

36 00:04:55.020 00:04:56.690 Lisa Whall: Like, admin stuff, so that…

37 00:04:57.070 00:05:05.979 Lisa Whall: That’s it. I mean, it’s really, again, nothing hard here, just getting it done, and getting it done in a granular way, so yeah, it’s totally.

38 00:05:05.980 00:05:18.439 Robert Tseng: Yeah, I mean, I would say if anything is taking you more than an hour, like, probably is taking too long, and you can just… I mean, we’re not using… we’re not ticketing right now, but just assign it to me or Route, and we’ll get around to it.

39 00:05:18.440 00:05:19.440 Lisa Whall: Okay, cool.

40 00:05:19.660 00:05:20.260 Robert Tseng: Yeah.

41 00:05:21.260 00:05:26.419 Robert Tseng: Like, I haven’t… I’ve honestly not come across something in HubSpot that takes me more than an hour to do.

42 00:05:26.420 00:05:31.409 Lisa Whall: Oh, yeah, no, no, no, I’m just going through… honestly, I’m just going through and auditing

43 00:05:31.530 00:05:33.760 Lisa Whall: The customer record? The…

44 00:05:33.760 00:05:34.120 Robert Tseng: Yeah.

45 00:05:34.120 00:05:41.070 Lisa Whall: Record, and then anything that doesn’t belong in any of those places will create a separate

46 00:05:41.190 00:05:42.510 Lisa Whall: Kind of partner?

47 00:05:42.710 00:05:46.330 Lisa Whall: thing, just so things aren’t sloppy, that’s all. This is…

48 00:05:46.660 00:05:52.790 Lisa Whall: This is not hard. At all. Okay. I’m just trying to organize it so that we don’t have to do it again, that’s all.

49 00:05:52.980 00:05:59.100 Lisa Whall: So, yeah. And if I start running it… yeah, anyways, I’m not gonna bore you with it. That’s what I’m working on today.

50 00:05:59.100 00:06:07.030 Robert Tseng: Yeah, I’m just saying, if you run into any issues, just tag me every time, like, we’ll be able to figure it out.

51 00:06:07.030 00:06:09.320 Lisa Whall: Oh, yeah, totally, totally, yeah.

52 00:06:09.750 00:06:21.940 Lisa Whall: I’m excited, though. I like things organized, as you’ve seen, because then it takes all the pressure off of us when we’re organized, and we have processes and systems. Then we… I don’t get stressed if I have a process.

53 00:06:23.320 00:06:27.589 Robert Tseng: Great, yeah, I mean, I guess this is kind of a build the process that you need, I guess, like, we’re…

54 00:06:28.070 00:06:28.840 Robert Tseng: So…

55 00:06:28.840 00:06:37.310 Lisa Whall: That’s exactly what John and I talked about. He’s like, I want you to really… you’re gonna be using it every day, so Artie’s not, so…

56 00:06:37.410 00:06:49.529 Lisa Whall: go through his recommendations, and then go through it yourself, and really think about what you need for your business. And I’m like, yes, that’s a great idea, let’s do that. So that’s what I’m doing.

57 00:06:50.550 00:06:54.729 Robert Tseng: Yeah. Okay, cool. Sounds like we’re on the same page. Totally.

58 00:06:55.870 00:07:05.950 Robert Tseng: Cool. Yeah, I mean, this call will be short. I just want to kind of get updates on people’s bets, and yeah, like, what adjustments we need to make as we head towards the end of the week.

59 00:07:07.350 00:07:12.590 Robert Tseng: So, I’m just gonna kind of rely on you… somebody…

60 00:07:12.730 00:07:19.499 Robert Tseng: I mean, hopefully you remember your own bets from the start of the week, and we’ll kind of go through it and,

61 00:07:20.510 00:07:34.620 Robert Tseng: yeah, we’ll just go around. So, I can kick it off. I said that I would fill top line. I don’t think the outbound kind of solution worked as expected, so,

62 00:07:34.850 00:07:36.100 Robert Tseng: Yeah, I’m…

63 00:07:36.320 00:07:43.520 Robert Tseng: I have… I’m gonna take probably, like, 30 minutes and try to get the HubSpot campaign out myself.

64 00:07:43.850 00:07:45.169 Robert Tseng: Right after this call.

65 00:07:45.720 00:07:52.629 Robert Tseng: But, and yeah, and then I think we’ll just… to me, the adjustment is, like, have to see…

66 00:07:52.960 00:07:57.450 Robert Tseng: I think with go-to-market engineering work, I…

67 00:07:58.700 00:08:04.239 Robert Tseng: I think there’s a lot of… there’s a lot of good tools out there already, and so…

68 00:08:05.710 00:08:11.520 Robert Tseng: Yeah, I don’t know, I just… I think we’re not opinionated enough as a team, like, on, like.

69 00:08:11.990 00:08:25.600 Robert Tseng: biasing towards things that already work, or figuring out, like, what works, so… I feel like we went heavy-handed in trying to build out the custom solution this time, and it didn’t reach, the functionality it needed to, so…

70 00:08:25.760 00:08:27.350 Robert Tseng: I’m, like.

71 00:08:27.530 00:08:38.900 Robert Tseng: I need to take some time to assess, like, do we just, like, kill that as a project? Like, no more internal go-to-market engineering custom tools and just go back to using off-the-shelf tools? And if so, like.

72 00:08:38.900 00:08:48.399 Robert Tseng: who’s actually going to be, like, steering that, like, I think I need… I need to, like, evaluate, evaluate that part, just because it took…

73 00:08:48.530 00:08:57.579 Robert Tseng: I mean, I asked for this, like, two and a half weeks ago, and, like, getting… getting an outbound campaign shouldn’t have taken that long. So, right. Anyway, so that’s… that’s my…

74 00:08:58.020 00:09:01.709 Robert Tseng: That’s my, assessment of how my bet went.

75 00:09:04.880 00:09:06.800 Lisa Whall: Gotcha. Robert, real quick,

76 00:09:06.800 00:09:07.430 Robert Tseng: Yeah.

77 00:09:07.430 00:09:15.999 Lisa Whall: Bit of an aside, but when I was going through, one of the decks, and I meant to pull it up before this call, there was a clay,

78 00:09:16.490 00:09:19.940 Lisa Whall: Kind of an enrichment slide of a service that we offer.

79 00:09:20.110 00:09:21.750 Lisa Whall: Do you know what I’m talking about?

80 00:09:21.990 00:09:27.119 Robert Tseng: Yeah, yeah, I mean, we don’t do that anymore, but I… we used to, yeah.

81 00:09:27.790 00:09:29.690 Lisa Whall: But could we do it for ourselves?

82 00:09:31.830 00:09:50.129 Lisa Whall: an example, I’m kind of leading into, I don’t know a lot about clay yet. I’ve heard tons and tons about it, I just… I don’t really know it. But I just thought, well, why wouldn’t we do that for ourselves? I don’t know. You might not have an answer for it, I just thought, well, let’s drink.

83 00:09:50.130 00:09:53.369 Robert Tseng: No, we have before. I just don’t really think it was that helpful.

84 00:09:53.370 00:09:56.040 Lisa Whall: Okay, cool.

85 00:09:56.040 00:10:04.279 Robert Tseng: We’ve… we’ve… I think building the quality of the lead list is not… like, you can enrich, like, a bad lead list, and it’ll just be, like, a waste of tokens, which I feel like.

86 00:10:04.280 00:10:05.310 Lisa Whall: I just…

87 00:10:05.310 00:10:10.210 Robert Tseng: was, so when I was, like, trying to find the limiting factor, I think it’s really just, like.

88 00:10:10.540 00:10:20.499 Robert Tseng: it’s still building… it’s still building lead lists, and I don’t think anybody on our team really knows how to use Clay right now. And regardless of clay, I just… I just think, like.

89 00:10:20.690 00:10:31.169 Robert Tseng: I need to find somebody who’s good at building lead lists. I think that, to me, is the next… is the… is the personnel swap that I want to make on this team if I were to do that. It’s not, like, the most urgent

90 00:10:31.210 00:10:41.400 Robert Tseng: person to bring in right now, but yeah, I think, like, I tried doing somebody who was content-focused, tried to do somebody who was, like, more,

91 00:10:41.680 00:10:57.989 Robert Tseng: like, kind of automations focused, but yeah, I think, like, it all goes back to the quality of the top of funnel that we’re… that… I mean, it’s… maybe not top of funnel, but just quality of the lead list. And so, I think I’m continuing to change my perspective on, like.

92 00:10:58.030 00:11:03.639 Robert Tseng: what… what skill set do we really need to index more? But, like, all the other things that we have, I think…

93 00:11:04.060 00:11:09.699 Robert Tseng: like, HubSpot automations are pretty automated. Deck building should be automated, like, I think,

94 00:11:09.750 00:11:23.840 Robert Tseng: you know, you saw me do… turn around that deck within, like, you know, 15 minutes, so, like, if we just use quadco work, I think the design assets are good enough. Like, we don’t really need to rely on design to… to turn around decks. Like, I think Case Study Builder, too, regardless of if the,

95 00:11:23.840 00:11:38.030 Robert Tseng: if the engineering team is… is… is… is, gonna finish the internal tool, I think Cloud Core can take care of that, too. So I’m, like, I’m, like, trying to knock away the, like, the low-hanging fruit here, and I still think we haven’t solved the lead list building problem, so…

96 00:11:38.030 00:11:42.490 Robert Tseng: But yeah, I think that’s… that’s, that’s kind of my assessment of it.

97 00:11:42.900 00:11:45.009 Lisa Whall: I am tracking with everything you’re saying. Yeah.

98 00:11:46.590 00:11:53.599 Lisa Whall: I can go next, yeah. I do need some help, because my bet was to be…

99 00:11:56.920 00:11:58.630 Robert Tseng: Hopefully, select, yeah.

100 00:11:58.630 00:12:09.269 Lisa Whall: I can remember the tier, and I don’t have anybody certified yet, and I need people to get certified.

101 00:12:10.640 00:12:17.410 Lisa Whall: And I know Utam, you know, I know he’s so busy, I… maybe I… you know, I think… I don’t know.

102 00:12:17.580 00:12:24.670 Lisa Whall: I… just tell me how to handle it without… I don’t want to be known as a shrew either, but it is what.

103 00:12:24.670 00:12:29.109 Robert Tseng: Have you talked to B? B is supposed to be doing L&D, so.

104 00:12:29.110 00:12:36.490 Lisa Whall: I can talk to Bea again, yeah, we talked earlier in the week. I can… I’ll reach out to B and just see what we can do to get people to move.

105 00:12:36.990 00:12:37.720 Robert Tseng: Okay.

106 00:12:37.720 00:12:38.269 Lisa Whall: Not a problem.

107 00:12:38.270 00:12:38.750 Robert Tseng: Yeah.

108 00:12:38.750 00:12:44.810 Lisa Whall: This might need your… you and Udom to just… it’s… we just need to get it done, because it’s…

109 00:12:45.360 00:12:48.790 Lisa Whall: holding us up. And we need it down by the Snow Flight Conference, so…

110 00:12:49.790 00:12:50.210 Robert Tseng: Yeah.

111 00:12:50.380 00:12:51.220 Lisa Whall: Yep.

112 00:12:52.540 00:13:14.109 Robert Tseng: I believe that we’ll have it done by the Snowflake conference, but yeah, I mean, like, different levers that I could do. I mean, we’re already doing spot bonuses for people completing the certifications. It doesn’t seem like that’s enough of an incentive, so… Right. Yeah, I mean, I’ll take it back to the team. I mean, I think you should work with B, try to impress him that that is top priority. I already told him that, like, none of the other

113 00:13:14.150 00:13:30.740 Robert Tseng: certs matter, like, whatever people were doing on dbt, total deposit, like, we already got two OmniCerts through, so I think there’s still people that are kind of at the finish line there, but that was also kind of a lead-by-example. Like, I went in and

114 00:13:30.740 00:13:35.719 Robert Tseng: And I completed it, you know, it took me, like, 45 minutes to do.

115 00:13:35.720 00:13:49.010 Robert Tseng: And then everyone started to do it. So, on the Snowflake side, unfortunately, I’m not able to do that right now. Like, I think I could get it done by next week, but… and that might push the team, but I think Utam and I, it kind of tends to be, like, when… when we…

116 00:13:49.210 00:13:57.450 Robert Tseng: you know, when we… when we do it, then… then other people start to do it, and I don’t really know, like, I don’t really know what else to do about it.

117 00:13:57.750 00:13:59.960 Lisa Whall: Shaming people, basically. That’s what I…

118 00:14:00.760 00:14:03.970 Lisa Whall: I tried! I’m like, guys, lookit, I did it!

119 00:14:04.230 00:14:14.120 Robert Tseng: Yeah, yeah, no, I think that was… I think that was great. But yeah, I think that… that’s B’s, OKR, so he… he needs to, like, I think he should… he should just put… put some pressure on him.

120 00:14:14.120 00:14:16.949 Lisa Whall: Yeah, no problem. I’d be happy to work with them. Cool.

121 00:14:16.950 00:14:17.560 Robert Tseng: Okay.

122 00:14:18.980 00:14:20.049 Lisa Whall: That’s what I’ve got.

123 00:14:20.930 00:14:21.560 Robert Tseng: Okay.

124 00:14:22.650 00:14:25.320 Robert Tseng: And you have that call with TSIB later today with.

125 00:14:25.800 00:14:26.270 Robert Tseng: Tom.

126 00:14:26.480 00:14:31.060 Lisa Whall: So, we have to move it to next week. Thank God we sent…

127 00:14:31.060 00:14:32.400 Robert Tseng: of Ian, or…

128 00:14:32.400 00:14:48.210 Lisa Whall: No, no, they, this was actually… it worked out well, because Udam’s like, hey, just send him a heads up, like, with a recap from our last meeting. I’m like, oh, great idea. Usually, I do that a couple days before, but it was fine, right? And… Yeah.

129 00:14:48.260 00:14:57.570 Lisa Whall: and then two of the main guys were like, oh, yeah, I’m double booked, and it’s… I thought so-and-so else was going to be there, that kind of stuff, so…

130 00:14:57.570 00:14:58.120 Robert Tseng: Sure.

131 00:14:58.120 00:15:14.140 Lisa Whall: Ian and I are going to reschedule, so I already sent him some times and blocked out Udom’s calendar, for next week. I always put, just FYI, I always put a temp block if I’m sending out times to somebody, so just expect to see that on your calendar, because.

132 00:15:14.140 00:15:14.830 Robert Tseng: Yeah, yeah.

133 00:15:14.830 00:15:19.899 Lisa Whall: More embarrassed than… Giving times, and then them getting blocked over, so…

134 00:15:19.920 00:15:20.670 Robert Tseng: Yeah.

135 00:15:20.730 00:15:23.459 Lisa Whall: But then I immediately take them off, too, so…

136 00:15:24.370 00:15:28.200 Lisa Whall: So anyways, I’m… I’m bummed! I was so ready, man!

137 00:15:28.750 00:15:41.049 Lisa Whall: I hate when client meetings get… because I get… I mean, that’s the best, is getting in front of clients, and when they get moved, it’s such a letdown. But anyways, we’ll get it rescheduled.

138 00:15:41.280 00:15:52.959 Robert Tseng: Yeah, okay, well, it gives you a couple more days to kind of get prepped, and okay, makes sense why you’re… I mean, if you have the capacity to do some of the… the back office, like, admin work, then yeah, I think that’s… that makes sense.

139 00:15:53.370 00:15:53.980 Lisa Whall: Perfect.

140 00:15:55.990 00:15:56.570 Robert Tseng: Okay.

141 00:15:57.340 00:15:59.840 Hannah Wang: Okay, I can go… I can go next.

142 00:15:59.840 00:16:00.890 Robert Tseng: Yeah.

143 00:16:01.740 00:16:16.259 Hannah Wang: Two bets. The first one was, like, everything kind of outbound campaign-wise, so I think if you’re gonna work on the outbound stuff after this, like, I’ll just stay on the call with you, because I…

144 00:16:16.360 00:16:27.370 Hannah Wang: did try to… I talked with Artie, and I looked into, like, the HubSpot sequences and stuff, and I know we wanted to get the agency stuff out, so I think it’s just easier to hash out a…

145 00:16:27.540 00:16:36.610 Hannah Wang: over a call. So, that was my first bet, and then my second one was, getting…

146 00:16:36.840 00:16:41.610 Hannah Wang: Lisa, the Omni case studies. I think your call got moved, right, to tomorrow?

147 00:16:41.610 00:16:54.049 Lisa Whall: Yeah, that also got moved today, so that was… but this is just still tomorrow, so… but we… but thank you. Yes, I’ve got them ready, and I really appreciate it. Thank you so much. It’s so nice to have those.

148 00:16:54.050 00:16:58.800 Hannah Wang: Yeah, and then I’ll… I’ll work on the snowflake ones next week.

149 00:16:59.200 00:17:02.099 Hannah Wang: So, I’ll get those to you as well.

150 00:17:02.100 00:17:02.750 Lisa Whall: Cool.

151 00:17:02.960 00:17:06.450 Hannah Wang: So those are my two bets.

152 00:17:12.480 00:17:13.140 Robert Tseng: Okay.

153 00:17:13.550 00:17:17.490 Rico Rejoso: Yeah, for me, it was only to fill out the

154 00:17:17.930 00:17:22.660 Rico Rejoso: QBR, under your, I mean, For quarter one.

155 00:17:23.079 00:17:35.849 Rico Rejoso: I did some of it, I need… maybe, Robert, if you have time to check it, just to make sure that I have, you know, gathered all the correct information. Basically, I’ve based it on TCV and deals that we have for the whole quarter.

156 00:17:37.500 00:17:40.500 Robert Tseng: Okay, yeah, I probably won’t get to it until tomorrow, but yeah.

157 00:17:40.590 00:17:41.450 Rico Rejoso: Worse.

158 00:17:41.820 00:17:43.570 Rico Rejoso: Yeah, that’s my bet for this week.

159 00:17:43.570 00:17:44.140 Robert Tseng: Okay.

160 00:17:51.730 00:18:07.920 Robert Tseng: All right, well, I think that’s… that’s all I got. I don’t really… I mean, I’d rather try to keep pushing, on, some of these sales follow-ups. I mean, getting… getting Sunstone over the line was good. I still expect probably two more signatures in the next… in the next week, so just wanna…

161 00:18:08.410 00:18:14.629 Robert Tseng: I think, yeah, I’m just… I’m just trying to fill… fill… fill pipeline heading into next week, so,

162 00:18:15.040 00:18:30.209 Robert Tseng: Yeah, I mean, let me know if there’s anything else that you guys need. Otherwise, yeah, Hannah, I can stay on, but, I’m not gonna stay on too long. I have to go and prep for another call at 4, so, this will probably take… I’ll probably take, like, 20 minutes.

163 00:18:30.890 00:18:31.540 Hannah Wang: Okay.

164 00:18:31.940 00:18:33.920 Robert Tseng: Okay. Alright. Thanks.

165 00:18:33.920 00:18:38.589 Lisa Whall: Thanks, and congratulations on that close, by the way. I meant to send it to you. It’s awesome.

166 00:18:38.590 00:18:39.170 Robert Tseng: Great.

167 00:18:40.100 00:18:41.659 Lisa Whall: Okay, talk to you guys. Bye.

168 00:18:41.660 00:18:42.360 Robert Tseng: See y’all.

169 00:18:42.360 00:18:42.960 Hannah Wang: Bye.