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2023-10-03 User Feedback meeting

Details

  • Attending: Sean, Ghislaine, Pavish
  • Note-taker: Sean

Review CRM together

  • We reviewed the Internal CRM together
  • We need to eliminate some duplication of data
  • We discussed keeping the CSV vs putting data in markdown
    • Decision: put data in markdown, delete CSV
  • TODO (Ghislaine):
    • Move “Source” data from CSV file to markdown files
    • Delete CSV file
    • Delete index file
    • Migrate remaining markdown files to frontmatter structure to follow “Adam Jones”
  • More thoughts:
    • Sean: We could have a script that reads the markdown frontmatter and generates a CSV or SQLite database from it so that we can look at data alongside each other.
      • Not sure this is worth it right now, but something we could do when we need
    • Pavish: I’d like us to not spend a lot of effort on maintaining this before we move it into Mathesar

Email message

  • How do we avoid spam?
    • Sean: I think we have a low risk of hitting spam boxes
    • Pavish: but how do we make sure we reach their priority inbox?
  • Should we contact them again if they don’t reply
    • Pavish: not sure
    • Pavish: maybe we should reach out to them again, just in case our message didn’t reach their priority inbox
    • Decision: we’ll leave this open-ended, but we’ll remove content from the message that promises we won’t reach out again.
  • Content
    • Sean has a PR for this
    • Pavish thinks it’s mostly good.
    • Pavish: proposal: take out “(If you don’t reply, we won’t bug you again.)” because we don’t want to necessarily commit to that.
      • Sean: agree
  • Email subject:
    • Pavish: not sure “How are you using Mathesar?” is best
      • What if they are not actually using Mathesar yet. The subject might not fit well.
    • Brainstorm:
      • Help make Mathesar better
      • How are you using Mathesar?
      • Does Mathesar solve your problems?
        • Sean likes this
    • Pavish will think on it outside the meeting
    • We should mention the time limit as 30 minutes
  • Who is the email “from”?
    • Ghislaine: thinks it would be better if it’s from a specific person.
      • Pavish: agree
    • Pavish: we’d like the email to be visible to others. We could CC a separate group at https://groups.google.com/ for this. Maybe we could use an existing group or create a new one.
      • Ghislaine will work this out with Kriti
    • The FROM field
      • Ghislaine: it would help if the sender is someone whose name the user will recognize from GH interactions
      • Sean: I’d be happy to the be the FROM person
    • Decision the email will be from Sean, with a google group CC’ed for visibility
  • Timing
    • When do we want to begin sending these messages?
      • Sean: I’d like to start sending them this week
    • Pavish: what time of week is best to send them?
      • Sean: suggests weekdays
    • Decision: The goal for this week is to have everything ready so that we can begin sending them next week

Calendar system

  • Pavish is making some progress on this. Still working

Incentives for joining a call

  • Ideas
    • Amazon gift card
      • Decision: We all agree this should work well
    • Amount?
      • Ask Kriti

The call

  • How long do we anticipate the call taking?
    • 30 minutes
  • Questions
    • Max 3 or 4
    • shouldn’t be too specific
    • could be similar to the survey question
    • we could improvise follow-up questions as needed
    • mostly: we need to understand their problems
    • why they were exploring Mathesar
  • Overall thoughts
    • the call should feel informal and friendly
    • We need to “drill down” into the problem, in order to avoid the XY problem
    • The “set of questions” are not actually mandatory. They’re just there to help in case conversation stagnates. We should try to keep the call organic and conversational instead of interview-like
    • We need to identify the “jobs to be done” instead of the “tools” used to accomplish those jobs
  • Decision: We will keep the call open-ended without mandating a specific set of questions. We’ll formulate a set of “possible questions” for inspiration on the call.
  • Possible questions
    • What drove you to explore Mathesar?
    • How do you use data?
    • What data-related problems are you trying to solve?
    • Where are you in your journey with Mathesar?
    • What other products have you researched or used?
    • What was your workflow before Mathesar?
    • Is Mathesar actually solving your problems?
    • What kind of features would you like to see in Mathesar?
  • What is the video platform we plan to use for the call?
  • Can we record the call???
    • We could have another core team member there to take notes
  • Who should be on the calls?
    • Sean: I like the idea of one core team member leading the call and another there to take notes
      • Yes, we decided to do this
    • Pavish is worried about timezone conflicts and having a hard time getting two core team members
      • Sean: not so worried
      • Sean: can we have SavvyCal sort out some of these logistics
        • Pavish: we can use it to find the “primary” person, but we’ll need to handle the note-taker on an ad-hoc basis
  • How do we handle people who schedule calls on very short notice?
    • Pavish will look into the logistics of setting a “buffer” with SavvyCal
  • System for assigning the calls
    • Ghislaine will receive all call scheduling info and assign specific team members to each calls. She will make sure that each call has a “primary” core team member assigned to lead the call as well as a “secondary” person to take notes.

TODO:

  • Sean:
    • Remove “(If you don’t reply, we won’t bug you again.)” from email message content.
    • Add 30 minute call time limit to email content
  • Ghislaine: TODO items within the CRM topic above
  • Pavish: finish calendar setup
  • Ghislaine: chat with Kriti about
    • Get email message content approved
    • Figure out the google group which we will CC from the email. Create new one if necessary.
    • Make sure Kriti is okay with Sean being the “FROM” for the email
    • Decide on the amount for the Amazon gift card

TO discuss later

  • Content of email to newsletter list
  • Expanding to additional sources of users