45 lines
2.5 KiB
Plaintext
45 lines
2.5 KiB
Plaintext
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* INTERNAL STAKEHOLDER NOTE
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** Instructions:
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- THIS FIRST PART IS JUST YOUR NOTE TO OUR INTERNAL STAKEHOLDER (but you'll send both the internal and external part in the whole email) i.e. Steve, Easton, myself) This is your opportunity to fill them in about any details that can make their conversation be successful.
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@code markdown
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Hi Easton,
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Below is a note for you to send to check in with Nicole Melander at Anthology. This outreach is because we've had limited engagement with this exec
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- Customer Name: Anthology
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- ARR: $95,000
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- Renewal: 1/1/24
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- Contact Title/Name: Nicole Melander - VP, Education and Adoption Services
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- Anthology is a subsidiary of Blackboard, Inc - they were acquired in October of 2021.
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- Anthology recently soft-launched their academy to a subset of customers based on what products they have purchased.
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- Reception to this launch was largely very positive, with our point of contact (KC) sending me and our implementation manager a very positive note about the soft launch.
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- The largest risk with a company like this is the nuance they require with specific enterprise features such as search functionality, course distribution based on many variables, and course creation/interactivity of course materials.
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- What they are the most satisfied with is the level of service, creativity, and customization that Northpass provides.
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- Next priority item for the team will be to begin looking at analytics and ensure usage and completions are on par with expectations (>60% Average Course Completion).
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@end
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* EXTERNAL EMAIL TO SEND FROM EXEC
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** Instructions:
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- The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their
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email and send it to the contact you've provided.
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@code markdown
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To: nmelander@anthology.com
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Subject: Gainsight | Anthology: Exec Check-in
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Hey Nicole,
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Thanks for being an awesome Northpass customer - we love serving Anthology and being part of your customer education journey.
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Norm is having a blast working with you and is excited about the evolution of your learning program.
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As the Vice President of Customer Success at Gainsight, I'm keen to hear your feedback on our product and services and would love to know more about your vision for your learning program as you plan for the future.
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That said, I'd love to meet you! Can we find 30 minutes for a Zoom over the next few weeks? Feel free to propose a time. Or, use this link to my calendar to book a time directly.
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I am looking forward to it!
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Take care and best,
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Easton
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@end
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