Gainsight/CustomerNotes/G2.md

# G2

## 8/12/2022
### Kick off Call!
* How can I be helpful for the first week?
    * Launched by September 14th
    * Full launch
    * Lots of internal teammates who are anxious to kick the tires
* New CED & Marketing Manager - Erin Boyd
* Liz is project manager for product
    * She is the tech POC
    * Travis is tech person
    * Tori is UX designer
    * Michelle is PM for myG2
* Katlin to manage kickoff, then Erin will take over
    * After Erin takes over, Katlin will be strategic vision
* Long term goal: public facing certification - 2023 at the earliest
* Embedding the university into the help widget
* Slight design changes might need to happen 

Concerns? None, Mitch and Jordan need to do salesforce piece

They feel like this has been talked about for a longtime. Just waiting for a GO signal.

* Salesforce integration
* Launch with 9 courses

* [X] Back to my courses should go to dashboard on all courses
* [X] Header: Remove completey, everything should move up
* [X] LX: change header to grey
* [X] Remove header in Templates
* [X] Remove events from Homepage
* [X] Remove two buttons on homepage
* [X] Marketo - workflows? What data into marketo that can come from salesforce?
* [ ] Update ILT Reg Page
    * [X] Register Button Copy > Learn More
    * [ ] https://TBD.TBD.com
* [X] Remove Learning Paths from Templates (Homepage + Subnav)

## 09/02/2022
### Meeting with Meesha & Sara re: Workato
    * Meesha's Goal - best way to implement Northpass?
    * Best Practices - What's going to work for them?
    * Ideal usage of Data?
        * Someone engages with that piece of content
        * Marketo Tracks a course completion - Success! 
        * Katlin also wants to trigger an email for someone that starts a course but doesn't complete
        * Lofty goals? Not yet, most will be on the marketo side
        * Setup customer MQL

## 10/03/2022
* Make lessons on cards clickable - should enter course overview page. 
* [ ] CTA button on overview page - back to courses?
    * On homepage too: add sub navigation - home, dashboard, catalog 
    * Keep subnav on /app/dashboard and add it to home page. 
* Chat icon in G2 was overlapping with the continue buttons
* Number of enrollments is higher than expected (they expected 100)
* They are happy with click throughs but active leaners is lower than expected 
* They are moving the university to their CS nurture stream 
* Series of emails from Marketing to customers first 90 days 
    * Something like "hey! You've been accepted to G2 university"
    * Specific Course recommendations during onboarding
    * "you're about to launch your first campaign, try this course"
* G2 Reports is every quarter, they will push during report season on specific courses 
* #5746b2 <-- G2 Purple 
* Start providing best practices for certifications <-- Katlin 
* Erin to take over content & overall admin responsbilities
* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)  
* First Certifications Discussion Mid December to plant seed  

## 10/02/2022
* Wants to hear best practices on:
    * AppCues Cadence
    * Best time to share courses in product 
    * Using courses for onboarding (Reference Kadince?)
* Erin slowly transitioning to full admin
* Creating quizzes from two courses. Testing it out.
* Wants to add video activities
* Asked Sales/AE to test out the academy 
* Asking for trends and questions that can turn into courses
* Erin attended Airmeet Webinar
* Liked how Pete talked about asking people to engage - print certs etc
* Question from Erin: can we do badging and sharing it on linked in?
* Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
    * I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges. 
* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified. 
* Certs would allow them to become more indepth. G2 is more than just a review site.

## 10/17/2022
* Erin needs reports by tomorrow 10/18
* Wants to see:
    * Who has finished a course
    * Who has started a course
    * Who has logged in/enrolled in a course 
* They haven't had a report season since G2 launched
* But Winter reports are coming soon around the G2 Reporting Course 
* Make sure the script is run to remove people from G2 group! 

## 10/24/2022o
### Weekly Check in
* Katlin's numbers/metrics presentation was really good
* Everyone super impressed with numbers 
* Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos. 
* The numbers were to be used on the CS and AE side, CS reports to CRO 
* CRO owns both new and existing business. 
* CRO was recently on a podcast 
*What they are working on:*
    * Erin working on next 3 courses
    * Also adding some quizzes
    * Wants to know how it affects completions
    * Learners are jumping around to various activities
* Katlin's question: 
    * She met with her head of Documentation
    * Numbers in Documentation matches with course completions & interests
    * Documentation surrounding G2 quotes and widgets into channels and websites
    * Course is called: Review Tracking and Brand Building
    * Article is called: G2 marketing activities 
    * How can we A/B test? How can we take the learners and show them this new course?
* Move all learners who haven't started the OG course into a group with the new named course. Original half no access to new course. Track enrollments. 
* This was just talked about last Friday
* Plan on launching the AB testing with next launch
* Promotion next week, Thursday 
    * Sending people to Reports course, specifically 
    * Prepping learners for report season
    * Course highlight! 
    * Sending them G2U and sharing course.  

## 10/31/2022
### Weekly Sync with Erin
* Newsletter going out soon with two CTA for the G2U.
    * This newsletter is focused on product updates and interesting blog posts. 
* Another effort for Report Season, showing people the report course. 
* There is a "Best Practices" link in G2 that goes to Hubspot. 
* [ ] Share Screenshot with Erin from Travis regarding Best Practices link in G2. 
* Erin had a question about course:
    * G2 profile anatomy course is very long and has a ton of scrolling
    * She broke it out into different sections 
* They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it."
* View Metrics are going to be important for them. 
* Erin saw a certificate webinar - "How to build out a certificate program?"
    * Mentioned having an interactive quizzes that are more than just True/False.  
* Should we add a quiz at the activity with the most or least amount of engagement? 

## 11/07/2022
### Erin is now the main POC for the Academy
* New email going out this week for the academy
* Wants to keep an eye on the numbers
* Northpass analytics workflow:
    * She tries to check daily - quick glimpse
    * School Activity
    * Course Progress 
    * Course Popularity
* Goal for today: finish all the quizzes for the Profile Performance and Lead Management. 
* Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section. 
* She likes how easy it is to change the questions.