Meeting Title: Snowflake Outreach Planning Sync Date: 2026-05-11 Meeting participants: Lisa Whall, Robert Tseng
WEBVTT
1 00:01:06.190 ⇒ 00:01:07.410 Robert Tseng: Hey, Lisa.
2 00:01:07.860 ⇒ 00:01:08.700 Lisa Whall: Hey!
3 00:01:11.030 ⇒ 00:01:11.919 Robert Tseng: Happy Monday!
4 00:01:12.130 ⇒ 00:01:12.760 Lisa Whall: Sorry about that.
5 00:01:13.250 ⇒ 00:01:22.759 Lisa Whall: Gates being wrong on that graphic, I’m really embarrassed about that. I was so excited, because I like the content, so this is why you always have people look at shit before you post it.
6 00:01:22.760 ⇒ 00:01:24.020 Robert Tseng: Yeah, no worries.
7 00:01:26.130 ⇒ 00:01:38.120 Lisa Whall: So, I apologize for that, I usually have more attention to detail, but I was so excited how it turned out. I’m like, look at this! This is so cool! I just… the format of that one. Sometimes they turn out like crap, you know?
8 00:01:39.910 ⇒ 00:01:43.780 Lisa Whall: Anyways, so thank you for being gracious.
9 00:01:45.760 ⇒ 00:01:46.690 Lisa Whall: Oh, did I lose?
10 00:01:46.690 ⇒ 00:01:48.499 Robert Tseng: What? No, I’m here, I’m here.
11 00:01:48.720 ⇒ 00:01:49.490 Lisa Whall: Yeah.
12 00:01:51.520 ⇒ 00:01:55.260 Robert Tseng: Yeah, what, what do you, what do you, what do you, what do you want to chat about?
13 00:01:55.510 ⇒ 00:02:02.630 Lisa Whall: Just, I’m gonna go heads down focused on Snowflake Reach Out this week. I’ve already…
14 00:02:02.800 ⇒ 00:02:19.360 Lisa Whall: them reaching out to people I know, or my husband knows a couple of long-term reps there, so he’s already made introductions, and just go really heads down the next day or two to get that funnel going. Yeah. While we’ve…
15 00:02:19.930 ⇒ 00:02:32.620 Lisa Whall: You know how I am, rat on a Cheeto. Let’s get it done. I’ve got LinkedIn Navigator, so let’s just get some meetings set up. Like, I’m 2 weeks in, let’s start closing some deals. That’s how I feel.
16 00:02:32.970 ⇒ 00:02:33.550 Robert Tseng: Great.
17 00:02:34.510 ⇒ 00:02:45.330 Lisa Whall: So that’s what I’m going to be working on. So I’m putting together my list, and… you know, I have a hard time, and I know we’re running into this on the direct sales side, too.
18 00:02:45.540 ⇒ 00:02:52.509 Lisa Whall: just blasting things. I really like to take my time, and it is more time-consuming up front, but I feel like the results are better of really kind of.
19 00:02:52.510 ⇒ 00:02:53.030 Robert Tseng: Normally.
20 00:02:53.030 ⇒ 00:02:54.070 Lisa Whall: tailoring.
21 00:02:54.190 ⇒ 00:02:56.040 Lisa Whall: the outreach, so…
22 00:02:56.360 ⇒ 00:03:17.169 Robert Tseng: Yeah, don’t worry about the volume right now. Just get some reps, kind of feel comfortable with the messaging. You know, I know you’re going to be a little bit more hesitant at first, as you’re kind of, like, getting our opinion on, like, does this sound right? But then, you know, after you send a few, you’ll feel comfortable, and you can start to… you can start using… weaving in the automation and stuff to increase the volume, yeah.
23 00:03:17.380 ⇒ 00:03:26.420 Lisa Whall: we’re… we’re 100% aligned. So that’s going to be my main focus in supporting Mickey, as we talked about, in anything that he needs,
24 00:03:26.690 ⇒ 00:03:32.439 Lisa Whall: from us, but I think, based on, kind of, this morning, he’s got a lot to work with now, so…
25 00:03:32.630 ⇒ 00:03:34.969 Lisa Whall: That’s… that’s it, like…
26 00:03:34.970 ⇒ 00:03:35.670 Robert Tseng: Yeah.
27 00:03:35.670 ⇒ 00:03:41.110 Lisa Whall: get meetings on the books at this point. Unless there’s something else that you would, that I’m missing.
28 00:03:41.490 ⇒ 00:03:57.590 Robert Tseng: No, no, I think, I think, yeah, that’s… that’s the right place to spend your energy. Yeah, I mean, I’m… I’m kind of just gonna wrap around you and Nikki with some structure, so I’m gonna keep shooting off messages to Slack, but, just assume anything that’s, like.
29 00:03:58.020 ⇒ 00:04:05.110 Robert Tseng: you know, we’re gonna go through, at a high level, the… the objectives and the activities. There’s gonna be some of this, like, kind of…
30 00:04:05.510 ⇒ 00:04:29.509 Robert Tseng: and then there’s, like, tracking, or I’m still gonna go through metrics, all those things, like, I’m gonna just kinda keep a handle on. But you’re just gonna… you do the activities that you feel like are gonna move the needle, and then I’m gonna find a way to measure… measure that, and then, you know, if anything is, like, falling through the cracks because you can’t find context on something, or, like, you’re having trouble with tools or systems, like, I’m just gonna…
31 00:04:29.530 ⇒ 00:04:44.719 Robert Tseng: kind of keep clearing that out. So, my top sales priority is to just kind of, at least for you, you know, you’re gonna help you, do… do the outreach, book the meetings, and then for Mickey, I want to start publishing stuff, so whatever we need to do to get him.
32 00:04:44.720 ⇒ 00:04:46.350 Lisa Whall: I am a publisher.
33 00:04:46.350 ⇒ 00:04:46.920 Robert Tseng: Yeah.
34 00:04:46.920 ⇒ 00:04:56.749 Lisa Whall: Perfect. I like this plan. I like this plan. That sounds like, let’s keep it simple over the next few weeks and really make strides on these… on these two buckets.
35 00:04:56.900 ⇒ 00:04:57.560 Robert Tseng: Yeah.
36 00:04:57.560 ⇒ 00:05:12.100 Lisa Whall: That’s my… that’s my opinion. Especially with the Snow Flight Conference coming up, I, you know, I’ve got the perfect lead-in to meet up with people in 2 weeks. So, real quick on a tactical, do you guys want me to book my flight and then, expense it?
37 00:05:12.220 ⇒ 00:05:13.450 Lisa Whall: Or do you want…
38 00:05:13.450 ⇒ 00:05:29.240 Robert Tseng: You can… yeah, you can just have Rico do it. Yeah, so if you… I think you create an officer press for it, he’ll book it. If you have the flight that you… if you… that you wanted already, you just send it to him, he’ll book that exact one, but if you’re not… if you want some options, he can also find the options.
39 00:05:29.240 ⇒ 00:05:38.580 Lisa Whall: No, I’ll go for the cheapest and best times, so I get there as early as I can on Monday, and leave as late as I can on Wednesday without it. Okay.
40 00:05:38.730 ⇒ 00:05:45.850 Lisa Whall: breaking the bank, so yeah, yeah, I found a flight that I’d like, but I’ll double check it. And then, there’s a process to…
41 00:05:46.460 ⇒ 00:05:50.609 Lisa Whall: submit… do I need GoRico directly, or do I create a ticket? Like, what’s the.
42 00:05:50.610 ⇒ 00:05:55.110 Robert Tseng: Yeah, I think if you haven’t submitted an ops request yet,
43 00:05:55.140 ⇒ 00:05:55.850 Lisa Whall: Okay.
44 00:05:55.850 ⇒ 00:05:58.330 Robert Tseng: Yeah, just… everything just goes there for now.
45 00:05:58.880 ⇒ 00:06:02.380 Lisa Whall: Okay, just like that limit process. Yep.
46 00:06:02.510 ⇒ 00:06:03.270 Lisa Whall: Cool.
47 00:06:03.370 ⇒ 00:06:04.860 Lisa Whall: I have, and I will.
48 00:06:04.910 ⇒ 00:06:23.900 Lisa Whall: Because I want… I don’t want to wait on that and have the price go up, so let’s get that booked in. And Adam found a great option. I was cracking up when we could, like, share a bathroom. I’m like, I’m a team player, but I’ll pay the difference at the marathon. I’m not sharing a bathroom with some strangers. I’m too old for that.
49 00:06:23.900 ⇒ 00:06:26.270 Robert Tseng: Yeah, yeah. No, no, no, we’re not gonna do that.
50 00:06:26.270 ⇒ 00:06:37.260 Lisa Whall: But it was, it was funny. It made me laugh. It made me laugh. That’s all I got. I don’t want to hog your time. I could talk all day, so, anything else you’d like from me?
51 00:06:37.260 ⇒ 00:06:43.119 Robert Tseng: I’m good, we’re gonna… we’re gonna be in a couple other calls right after this, so, yeah, I’ll kind of save it for that.
52 00:06:43.750 ⇒ 00:06:47.359 Lisa Whall: Cool, sounds good. Okay, I’ll talk to you in a bit.
53 00:06:47.360 ⇒ 00:06:48.400 Robert Tseng: soon. Bye.