* [ ] ([KeystoneRV](2022-11-22_keystonerv.md)) [10/27/2022] Are learners enrolled in Learning Paths, enrolled in all courses in the LP? Or just the first one? When does Enrollment start?
* [X] (SPSCommerce) [11/09/2022] Create some HTML design updates for under the normal cards on the training events page.
* [X] (Skuid) [11/11/2022] Send Jessica questions about who is the super admin in Hubspot and ask her to setup a private or public app for our integrations.
* [X] (Zenjob) [11/11/2022] Change Back to my courses to the correct german ([see notes](Zenjob.md)) and remove `/app/dashboards` link, it should go to `/app/courses`
* [X] (JJSV) [11/14/2022] Opt out for emails - Comms Changes
* [X] (JJSV) [11/14/2022] Upload the second video to the properties for us to test for playability.If it works, Melinda can feel confident about future videos.
* [ ] (TripleSeat) [11/15/2022] Screenshots of AppCues Examples
* [X] (TripleSeat) [11/15/2022] Send Holly/Katie details of what needs to be done for embedding.
* [X] (Talkspace) [11/15/2022] Create video showing how to setup a Webhook in Fountain for Molly and Taylor to talk to Gracie about. The goal is for a webhook to fire when someone completes a stage in Fountain that attests that they are seeing clients and that would enroll them in their appropriate group and courses.
## Meeting with Travis
Figure out:How to offload implementation, support, and analytics from CSM
We should NOT be doing those three things
Figure out with Rob how to allow analytics team to create custom dashboards
Goal for Norm and Travis is to reduce variables and having CSMs create workflows on their own. They should start using a workflow we set out for them.
Support=0%
Implementation = 20% (content and strategy)
Analytics = 10% (delivery and showcase only)
Each CSM should have a visualization tool of their customer's hierarchy and structure
DONE: Create skeleton mind map for CSMs to use.
DONE: Create structure of daily workflows and how to be efficient at their job
Golden rules:
* Maintain a minimum of x points of contact (if you have 2, make 3.)
* On demand be able to articulate use case and what their client is trying to accomplish
* Short and long term goals for the client
* Renewal date and estimated amount
* Recent usage and changes over the last 2 months (weekly changes)
* Biggest pain point with Northpass
* Biggest satisfaction with Northpass
Travis is going to pull together an account health meeting for the team that looks at:
* Renewals within 6 months. We will go line-by-line.
* Norm and Travis to
### CSM Assignments and Territories
Google Slides of each quarter for CSMs to go through.
