From 255547df14c6f3c0f3b00853c78962ecccf2cf03 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Wed, 30 Aug 2023 17:09:31 -0400 Subject: [PATCH] Got rid of Neorg stuff. MKNFLOW has what I need and their new features with templates solves most of my issues. I moved norg files to md and improved some plugins. --- {OLD_CustNotes => CustomerNotes}/.DS_Store | Bin .../.obsidian/app.json | 0 .../.obsidian/appearance.json | 0 .../.obsidian/community-plugins.json | 0 .../.obsidian/core-plugins-migration.json | 0 .../.obsidian/core-plugins.json | 0 .../.obsidian/graph.json | 0 .../.obsidian/hotkeys.json | 0 .../.obsidian/plugins/dataview/main.js | 0 .../.obsidian/plugins/dataview/manifest.json | 0 .../.obsidian/plugins/dataview/styles.css | 0 .../.obsidian/plugins/theme-picker/main.js | 0 .../plugins/theme-picker/manifest.json | 0 .../.obsidian/plugins/theme-picker/styles.css | 0 .../.obsidian/workspace.json | 0 {OLD_CustNotes => CustomerNotes}/4Pillars.md | 0 {OLD_CustNotes => CustomerNotes}/Agriwebb.md | 0 {OLD_CustNotes => CustomerNotes}/Aiim.md | 23 ++++ {OLD_CustNotes => CustomerNotes}/Anthology.md | 57 ++++++++- {OLD_CustNotes => CustomerNotes}/Artera.md | 0 {OLD_CustNotes => CustomerNotes}/Artsy.md | 0 .../BigIdeasLearning.md | 48 +++++++ {OLD_CustNotes => CustomerNotes}/Blacklane.md | 0 {OLD_CustNotes => CustomerNotes}/Bolt.md | 0 {OLD_CustNotes => CustomerNotes}/CIBC.md | 0 {OLD_CustNotes => CustomerNotes}/Chek.md | 21 ++++ {OLD_CustNotes => CustomerNotes}/ChurnZero.md | 0 {OLD_CustNotes => CustomerNotes}/Cluid.md | 0 {OLD_CustNotes => CustomerNotes}/Crayon.md | 0 CustomerNotes/DataSnipper.md | 62 +++++++++ {OLD_CustNotes => CustomerNotes}/Dept.md | 0 {OLD_CustNotes => CustomerNotes}/Doordash.md | 0 .../DoubleVerify.md | 0 .../DouglasElliman.md | 0 {OLD_CustNotes => CustomerNotes}/Flink.md | 0 {OLD_CustNotes => CustomerNotes}/G2.md | 70 +++++++++++ {OLD_CustNotes => CustomerNotes}/Glassdoor.md | 0 {OLD_CustNotes => CustomerNotes}/H1.md | 0 .../HackerRank.md | 0 .../HappyCulture.md | 0 .../HelloInsight.md | 0 {OLD_CustNotes => CustomerNotes}/Humly.md | 0 {OLD_CustNotes => CustomerNotes}/JJSV.md | 0 .../KeystoneRV.md | 0 {OLD_CustNotes => CustomerNotes}/Kiwi.md | 0 {OLD_CustNotes => CustomerNotes}/Mark43.md | 0 {OLD_CustNotes => CustomerNotes}/Mattr.md | 0 {OLD_CustNotes => CustomerNotes}/Mizuno.md | 0 {OLD_CustNotes => CustomerNotes}/Nana.md | 0 {OLD_CustNotes => CustomerNotes}/Netradyne.md | 0 {OLD_CustNotes => CustomerNotes}/Omnisend.md | 0 .../PDF_Butler.md | 0 {OLD_CustNotes => CustomerNotes}/Papa.md | 0 {OLD_CustNotes => CustomerNotes}/Pipedrive.md | 119 ++++++++++++++++++ {OLD_CustNotes => CustomerNotes}/Prenda.md | 0 {OLD_CustNotes => CustomerNotes}/Quantuvos.md | 0 .../RecastSoftware.md | 0 .../SPSCommerce.md | 20 +++ {OLD_CustNotes => CustomerNotes}/Scenario.md | 0 .../SimplePractice.md | 0 {OLD_CustNotes => CustomerNotes}/Skuid.md | 21 ++++ {OLD_CustNotes => CustomerNotes}/Stateserv.md | 0 .../StopItSolutions.md | 0 .../SwiftMedical.md | 42 +++++++ {OLD_CustNotes => CustomerNotes}/Talkspace.md | 0 {OLD_CustNotes => CustomerNotes}/Terminus.md | 0 .../TripleSeat.md | 0 {OLD_CustNotes => CustomerNotes}/UXDesign.md | 0 {OLD_CustNotes => CustomerNotes}/Walmart.md | 60 +++++++++ .../Walmart_Luminate.md | 0 .../Wildhealth.md | 23 ++++ CustomerNotes/WilliamSonoma.md | 33 +++++ .../WoundCareAdvantage.md | 0 {OLD_CustNotes => CustomerNotes}/Zenjob.md | 44 +++++++ .../images/Larson_TrainingProposals.png | Bin .../AIIM/Quiz_Discussion_08.15.23.norg | 17 --- Customer_Notes/Anthology/08.25.23.norg | 46 ------- .../08.24.23_Technical_Discussion.norg | 25 ---- Customer_Notes/BigIdeas/Quiz_feedback.norg | 10 -- Customer_Notes/Chek/08.29.23_Renewal.norg | 15 --- .../DataSnipper/08.28.23_First-Meeting.norg | 52 -------- Customer_Notes/G2/08.21.23.norg | 13 -- Customer_Notes/G2/08.22.23.norg | 4 - Customer_Notes/G2/08.28.23.norg | 11 -- .../G2/8.15.23 - Metrics Discussion.norg | 32 ----- .../Pipedrive/08.24.23-Internal_Sync.norg | 11 -- .../08.29.23_HighPriority_Items.norg | 27 ---- .../Pipedrive/Renewal_Meeting_8.15.22.norg | 37 ------ .../Slack Message to team 8.10.23.norg | 29 ----- Customer_Notes/Skuid/08.24.23.norg | 17 --- Customer_Notes/SwiftMedical/08.25.23.norg | 33 ----- Customer_Notes/Walmart_Spark/08.23.23.norg | 37 ------ Customer_Notes/Wild_Health/08.22.23.norg | 20 --- .../08.22.23_Implementation.norg | 28 ----- Customer_Notes/Zenjob/08.23.23.norg | 24 ---- Customer_Notes/Zenjob/08.29.23_Renewal.norg | 10 -- Customer_Notes/index.md | 47 +++++++ Customer_Notes/templates/meeting.norg | 16 --- Ghost_Notes/anthology_ghostnote.norg | 44 +++++++ Ghost_Notes/doordash_ghostnote.norg | 40 ++++++ Ghost_Notes/larson-bigideas_ghostnote.norg | 45 +++++++ Ghost_Notes/spscommerce_ghostnote.norg | 45 +++++++ Ghost_Notes/template_ghostnote.norg | 45 +++++++ Ghost_Notes/walmart-spark_ghostnote.norg | 42 +++++++ Ghost_Notes/zenjob_ghostnote.norg | 41 ++++++ Scripts/GAS_GS/TalkspaceBBHR_Logs/.clasp.json | 1 + .../TalkspaceBBHR_Logs/TalkspaceBBHRLogs.js | 56 +++++++++ .../GAS_GS/TalkspaceBBHR_Logs/appsscript.json | 7 ++ 108 files changed, 1055 insertions(+), 515 deletions(-) rename {OLD_CustNotes => CustomerNotes}/.DS_Store (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/app.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/appearance.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/community-plugins.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/core-plugins-migration.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/core-plugins.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/graph.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/hotkeys.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/dataview/main.js (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/dataview/manifest.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/dataview/styles.css (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/theme-picker/main.js (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/theme-picker/manifest.json (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/plugins/theme-picker/styles.css (100%) rename {OLD_CustNotes => CustomerNotes}/.obsidian/workspace.json (100%) rename {OLD_CustNotes => CustomerNotes}/4Pillars.md (100%) rename {OLD_CustNotes => CustomerNotes}/Agriwebb.md (100%) rename {OLD_CustNotes => CustomerNotes}/Aiim.md (76%) rename {OLD_CustNotes => CustomerNotes}/Anthology.md (66%) rename {OLD_CustNotes => CustomerNotes}/Artera.md (100%) rename {OLD_CustNotes => CustomerNotes}/Artsy.md (100%) rename {OLD_CustNotes => CustomerNotes}/BigIdeasLearning.md (87%) rename {OLD_CustNotes => CustomerNotes}/Blacklane.md (100%) rename {OLD_CustNotes => CustomerNotes}/Bolt.md (100%) rename {OLD_CustNotes => CustomerNotes}/CIBC.md (100%) rename {OLD_CustNotes => CustomerNotes}/Chek.md (58%) rename {OLD_CustNotes => CustomerNotes}/ChurnZero.md (100%) rename {OLD_CustNotes => CustomerNotes}/Cluid.md (100%) rename {OLD_CustNotes => CustomerNotes}/Crayon.md (100%) create mode 100644 CustomerNotes/DataSnipper.md rename {OLD_CustNotes => CustomerNotes}/Dept.md (100%) rename {OLD_CustNotes => CustomerNotes}/Doordash.md (100%) rename {OLD_CustNotes => CustomerNotes}/DoubleVerify.md (100%) rename {OLD_CustNotes => CustomerNotes}/DouglasElliman.md (100%) rename {OLD_CustNotes => CustomerNotes}/Flink.md (100%) rename {OLD_CustNotes => CustomerNotes}/G2.md (82%) rename {OLD_CustNotes => CustomerNotes}/Glassdoor.md (100%) rename {OLD_CustNotes => CustomerNotes}/H1.md (100%) rename {OLD_CustNotes => CustomerNotes}/HackerRank.md (100%) rename {OLD_CustNotes => CustomerNotes}/HappyCulture.md (100%) rename {OLD_CustNotes => CustomerNotes}/HelloInsight.md (100%) rename {OLD_CustNotes => CustomerNotes}/Humly.md (100%) rename {OLD_CustNotes => CustomerNotes}/JJSV.md (100%) rename {OLD_CustNotes => CustomerNotes}/KeystoneRV.md (100%) rename {OLD_CustNotes => CustomerNotes}/Kiwi.md (100%) rename {OLD_CustNotes => CustomerNotes}/Mark43.md (100%) rename {OLD_CustNotes => CustomerNotes}/Mattr.md (100%) rename {OLD_CustNotes => CustomerNotes}/Mizuno.md (100%) rename {OLD_CustNotes => CustomerNotes}/Nana.md (100%) rename {OLD_CustNotes => CustomerNotes}/Netradyne.md (100%) rename {OLD_CustNotes => CustomerNotes}/Omnisend.md (100%) rename {OLD_CustNotes => CustomerNotes}/PDF_Butler.md (100%) rename {OLD_CustNotes => CustomerNotes}/Papa.md (100%) rename {OLD_CustNotes => CustomerNotes}/Pipedrive.md (69%) rename {OLD_CustNotes => CustomerNotes}/Prenda.md (100%) rename {OLD_CustNotes => CustomerNotes}/Quantuvos.md (100%) rename {OLD_CustNotes => CustomerNotes}/RecastSoftware.md (100%) rename {OLD_CustNotes => CustomerNotes}/SPSCommerce.md (88%) rename {OLD_CustNotes => CustomerNotes}/Scenario.md (100%) rename {OLD_CustNotes => CustomerNotes}/SimplePractice.md (100%) rename {OLD_CustNotes => CustomerNotes}/Skuid.md (90%) rename {OLD_CustNotes => CustomerNotes}/Stateserv.md (100%) rename {OLD_CustNotes => CustomerNotes}/StopItSolutions.md (100%) rename {OLD_CustNotes => CustomerNotes}/SwiftMedical.md (79%) rename {OLD_CustNotes => CustomerNotes}/Talkspace.md (100%) rename {OLD_CustNotes => CustomerNotes}/Terminus.md (100%) rename {OLD_CustNotes => CustomerNotes}/TripleSeat.md (100%) rename {OLD_CustNotes => CustomerNotes}/UXDesign.md (100%) rename {OLD_CustNotes => CustomerNotes}/Walmart.md (92%) rename {OLD_CustNotes => CustomerNotes}/Walmart_Luminate.md (100%) rename {OLD_CustNotes => CustomerNotes}/Wildhealth.md (86%) create mode 100644 CustomerNotes/WilliamSonoma.md rename {OLD_CustNotes => CustomerNotes}/WoundCareAdvantage.md (100%) rename {OLD_CustNotes => CustomerNotes}/Zenjob.md (62%) rename {OLD_CustNotes => CustomerNotes}/images/Larson_TrainingProposals.png (100%) delete mode 100644 Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg delete mode 100644 Customer_Notes/Anthology/08.25.23.norg delete mode 100644 Customer_Notes/BigIdeas/08.24.23_Technical_Discussion.norg delete mode 100644 Customer_Notes/BigIdeas/Quiz_feedback.norg delete mode 100644 Customer_Notes/Chek/08.29.23_Renewal.norg delete mode 100644 Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg delete mode 100644 Customer_Notes/G2/08.21.23.norg delete mode 100644 Customer_Notes/G2/08.22.23.norg delete mode 100644 Customer_Notes/G2/08.28.23.norg delete mode 100644 Customer_Notes/G2/8.15.23 - Metrics Discussion.norg delete mode 100644 Customer_Notes/Pipedrive/08.24.23-Internal_Sync.norg delete mode 100644 Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg delete mode 100644 Customer_Notes/Pipedrive/Renewal_Meeting_8.15.22.norg delete mode 100644 Customer_Notes/Pipedrive/Slack Message to team 8.10.23.norg delete mode 100644 Customer_Notes/Skuid/08.24.23.norg delete mode 100644 Customer_Notes/SwiftMedical/08.25.23.norg delete mode 100644 Customer_Notes/Walmart_Spark/08.23.23.norg delete mode 100644 Customer_Notes/Wild_Health/08.22.23.norg delete mode 100644 Customer_Notes/William_Sonoma/08.22.23_Implementation.norg delete mode 100644 Customer_Notes/Zenjob/08.23.23.norg delete mode 100644 Customer_Notes/Zenjob/08.29.23_Renewal.norg create mode 100644 Customer_Notes/index.md delete mode 100644 Customer_Notes/templates/meeting.norg create mode 100644 Ghost_Notes/anthology_ghostnote.norg create mode 100644 Ghost_Notes/doordash_ghostnote.norg create mode 100644 Ghost_Notes/larson-bigideas_ghostnote.norg create mode 100644 Ghost_Notes/spscommerce_ghostnote.norg create mode 100644 Ghost_Notes/template_ghostnote.norg create mode 100644 Ghost_Notes/walmart-spark_ghostnote.norg create mode 100644 Ghost_Notes/zenjob_ghostnote.norg create mode 100644 Scripts/GAS_GS/TalkspaceBBHR_Logs/.clasp.json create mode 100644 Scripts/GAS_GS/TalkspaceBBHR_Logs/TalkspaceBBHRLogs.js create mode 100644 Scripts/GAS_GS/TalkspaceBBHR_Logs/appsscript.json diff --git a/OLD_CustNotes/.DS_Store b/CustomerNotes/.DS_Store similarity index 100% rename from OLD_CustNotes/.DS_Store rename to CustomerNotes/.DS_Store diff --git a/OLD_CustNotes/.obsidian/app.json b/CustomerNotes/.obsidian/app.json similarity index 100% rename from OLD_CustNotes/.obsidian/app.json rename to CustomerNotes/.obsidian/app.json diff --git a/OLD_CustNotes/.obsidian/appearance.json b/CustomerNotes/.obsidian/appearance.json similarity index 100% rename from OLD_CustNotes/.obsidian/appearance.json rename to CustomerNotes/.obsidian/appearance.json diff --git a/OLD_CustNotes/.obsidian/community-plugins.json b/CustomerNotes/.obsidian/community-plugins.json similarity index 100% rename from OLD_CustNotes/.obsidian/community-plugins.json rename to CustomerNotes/.obsidian/community-plugins.json diff --git a/OLD_CustNotes/.obsidian/core-plugins-migration.json b/CustomerNotes/.obsidian/core-plugins-migration.json similarity index 100% rename from OLD_CustNotes/.obsidian/core-plugins-migration.json rename to CustomerNotes/.obsidian/core-plugins-migration.json diff --git a/OLD_CustNotes/.obsidian/core-plugins.json b/CustomerNotes/.obsidian/core-plugins.json similarity index 100% rename from OLD_CustNotes/.obsidian/core-plugins.json rename to CustomerNotes/.obsidian/core-plugins.json diff --git a/OLD_CustNotes/.obsidian/graph.json b/CustomerNotes/.obsidian/graph.json similarity index 100% rename from OLD_CustNotes/.obsidian/graph.json rename to CustomerNotes/.obsidian/graph.json diff --git a/OLD_CustNotes/.obsidian/hotkeys.json b/CustomerNotes/.obsidian/hotkeys.json similarity index 100% rename from OLD_CustNotes/.obsidian/hotkeys.json rename to CustomerNotes/.obsidian/hotkeys.json diff --git a/OLD_CustNotes/.obsidian/plugins/dataview/main.js b/CustomerNotes/.obsidian/plugins/dataview/main.js similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/dataview/main.js rename to CustomerNotes/.obsidian/plugins/dataview/main.js diff --git a/OLD_CustNotes/.obsidian/plugins/dataview/manifest.json b/CustomerNotes/.obsidian/plugins/dataview/manifest.json similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/dataview/manifest.json rename to CustomerNotes/.obsidian/plugins/dataview/manifest.json diff --git a/OLD_CustNotes/.obsidian/plugins/dataview/styles.css b/CustomerNotes/.obsidian/plugins/dataview/styles.css similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/dataview/styles.css rename to CustomerNotes/.obsidian/plugins/dataview/styles.css diff --git a/OLD_CustNotes/.obsidian/plugins/theme-picker/main.js b/CustomerNotes/.obsidian/plugins/theme-picker/main.js similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/theme-picker/main.js rename to CustomerNotes/.obsidian/plugins/theme-picker/main.js diff --git a/OLD_CustNotes/.obsidian/plugins/theme-picker/manifest.json b/CustomerNotes/.obsidian/plugins/theme-picker/manifest.json similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/theme-picker/manifest.json rename to CustomerNotes/.obsidian/plugins/theme-picker/manifest.json diff --git a/OLD_CustNotes/.obsidian/plugins/theme-picker/styles.css b/CustomerNotes/.obsidian/plugins/theme-picker/styles.css similarity index 100% rename from OLD_CustNotes/.obsidian/plugins/theme-picker/styles.css rename to CustomerNotes/.obsidian/plugins/theme-picker/styles.css diff --git a/OLD_CustNotes/.obsidian/workspace.json b/CustomerNotes/.obsidian/workspace.json similarity index 100% rename from OLD_CustNotes/.obsidian/workspace.json rename to CustomerNotes/.obsidian/workspace.json diff --git a/OLD_CustNotes/4Pillars.md b/CustomerNotes/4Pillars.md similarity index 100% rename from OLD_CustNotes/4Pillars.md rename to CustomerNotes/4Pillars.md diff --git a/OLD_CustNotes/Agriwebb.md b/CustomerNotes/Agriwebb.md similarity index 100% rename from OLD_CustNotes/Agriwebb.md rename to CustomerNotes/Agriwebb.md diff --git a/OLD_CustNotes/Aiim.md b/CustomerNotes/Aiim.md similarity index 76% rename from OLD_CustNotes/Aiim.md rename to CustomerNotes/Aiim.md index c086e0f9..8d0db9aa 100644 --- a/OLD_CustNotes/Aiim.md +++ b/CustomerNotes/Aiim.md @@ -67,3 +67,26 @@ _Analytics:_ Certs sends out credential name - it should share course/lp name instead of cert name LinkedIn metrics for who has added the cert to their profile. DONE: Send Georgina the pricing for OpenSesame. + +## 08/25/2023 + +### Quiz Discussion + +## Attendees + +* Georgina Clelland +* Norm Rasmussen + +Notes: + +* Biometric testing tells AIIM which are good questions and which are bad. +* They need 150 test takers which act as a "proof" of how good the questions are. +* This can help with accreditation. This a real certification with backing. Good for 3 years. +* It's no longer a "certificate" but a proper certification. +* The algorithm _needs_ a unique identifier. Perhaps we can put it in brackets. +* Georgina to ask if hiding the brackets need to be hidden. +* Question from Georgina: the users don't want to grade the quizzes immediately. +* User will know that they aren't getting a grade but that they have completed the course. +* The activity name will be: 2023 Beta CIP Exam + +DONE: Request to hide the EOQ screen from this quiz. Make sure AIIM removes the milestone. diff --git a/OLD_CustNotes/Anthology.md b/CustomerNotes/Anthology.md similarity index 66% rename from OLD_CustNotes/Anthology.md rename to CustomerNotes/Anthology.md index 03b4839a..d6cc7889 100644 --- a/OLD_CustNotes/Anthology.md +++ b/CustomerNotes/Anthology.md @@ -119,7 +119,6 @@ WARN: Wants to start uploading within the week Content Creators will begin again with 1.0 versioning Content creators will also be updating content "once in a blue moon" or when the product necessitates it. - ## 05/24/2023 ### Implementation Update & Questions @@ -143,4 +142,60 @@ DONE: Can "allow retakes" default to yes for all newly created courses? ### Launch Day Nervousness +ALl good! It went smoothly. +## 08/25/2023 + +### Post Launch Meeting + +### Attendees + +* KC Williams +* Norm Rasmussen + +## Notes + +* Ideal regular meeting - every week until we are "more finished" and polished. +* Fridays at 9:30 am EST +* Is very happy that there's no confirmation email for pre-reg sign ups +* Two common cases for learners with no course: + * Users signing up with their Gmail email + * A random person who isn't part of Anthology, finds their academy, might be interested to learn more, works in + higher ed, and then signs up. -- This is much smaller of a use case. + * This could also be for international clients, students, non-english speakers, or just random person in higher ed. + * If someone else types their email in incorrectly, that's a possible use case. +* At some point in the future (next FY-July-June) they will have some things published in the catalog. + * They are months out from that. Courses aren't developed yet. +* For the edu users that aren't on the list should: + * Sign up as normal and make it past the first screen + * Ideally they will not see the Tell us More Screen. + * However, it's okay if they fill that out and then land on the /app page with the warning. + * They should NOT see an empty catalog. + +DONE: Add warning for any personal email addresses entered into field. And make button unclickable. + +## Search and Filter Needs + +* This is priority one. Internally people are asking and external people are complaining. +* They _need_ search and filtering capability. Right now, it's not really working as they need. +* UX has asked KC to ask us for strategic advice. They need to look at it not just from how the screens look, but how + they work too. +* The original filter screen was removed from the main page cause it was causing confusion. +* The experience should be that if you filter and then search you will search only WITHIN that filter. +* Can we not use Ocean Academy to search and then filter? + DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library? + +## Roles and Content Grouping + +* They are still thinking through something like an Ocean Academy example of grouping content +* The roles for using engage will be different than the roles for reach +* Sysadmin for Engage could be different than Sysadmin for Reach. It may not even be sysadmin - it would be "general + technology". +* Student is the "par excellence" where anything goes and all content is mixed. +* Engage on the other hand has everything planned. They would have 14-15 permutations of different tagging of content. +* Maybe we lead with a well-organized product. + +## Other + +* Amhit will be doing some people and content mapping. There's a QA doc for him to review. He will be doing clean up. +* Abishek is on his team but unsure of responsibilities. diff --git a/OLD_CustNotes/Artera.md b/CustomerNotes/Artera.md similarity index 100% rename from OLD_CustNotes/Artera.md rename to CustomerNotes/Artera.md diff --git a/OLD_CustNotes/Artsy.md b/CustomerNotes/Artsy.md similarity index 100% rename from OLD_CustNotes/Artsy.md rename to CustomerNotes/Artsy.md diff --git a/OLD_CustNotes/BigIdeasLearning.md b/CustomerNotes/BigIdeasLearning.md similarity index 87% rename from OLD_CustNotes/BigIdeasLearning.md rename to CustomerNotes/BigIdeasLearning.md index 6f3bbf8a..006888c2 100644 --- a/OLD_CustNotes/BigIdeasLearning.md +++ b/CustomerNotes/BigIdeasLearning.md @@ -290,3 +290,51 @@ CS is new "just off the ground" last year. So what they did last year is: * More importantly, teachers turnover far less than district employees. Having good relationships with teachers is super important. They had their first "scaled strategy" meeting this last week. They are interested in a viable repository of learning info and want to use Northpass. Hopefully by September 1st. + +## Quiz Feedback + +**Quiz feedback** + +* Display information that is wider than correct/incorrect. An example 50% choose C, lets look at why. +* Their customers rate them lower when they don't like the quiz questions. Are Big ideas answering the correct items? + Sophia's focus has been the data and info for Jason. +* Overall goal: "Improve teacher onboarding experieince. Increase product usage and satisfaction." + +# KPIS + + - NPS for high usage districts + +* Time on tasks for high touch tasks. + +## 08/24/2023 + +### Technical Discussion + +### Attendees + +* Sophia +* Chris Toothman +* Seth Green - Video Content / Moving pictures on a screen +* Mary Rose - Art Director for Creative Department/Art Design team +* Courtney Nagle - VP of Teacher Learning and Research - New to team + * For this project, spearheading content/course development - pedagogy and content + +### Goal + +To better understand how we can make learners/teachers better and easier access to the academy. To increase usage by + delivering faster and easier access. Better access should make these accounts sticker and lead to better retention + and less churn. We will also want to discuss design items to make Northpass more like Big Ideas apps. + +### Discussion + +* Can Chris' team embed Northpass? +* Seth and Mary Rose will be working on designs and deliver us the figma files +* They will start using the catalog soon for Reuben and CS engagement +* There will be a PD landing page or other landing pages +* Sophia said there are a ton of different goals and many use-cases are using Northpass +* Sophia needs to be the organizer/ring leader to keep the academy organized. +* First time Sophia heard about a timeline/launch in October. +* Jason's main goal is to increase Northpass usage. +* This creative team of Seth and Mary is pretty new. + * They were in the same office building that was contracted to do design work + * That contractor was then acquired. diff --git a/OLD_CustNotes/Blacklane.md b/CustomerNotes/Blacklane.md similarity index 100% rename from OLD_CustNotes/Blacklane.md rename to CustomerNotes/Blacklane.md diff --git a/OLD_CustNotes/Bolt.md b/CustomerNotes/Bolt.md similarity index 100% rename from OLD_CustNotes/Bolt.md rename to CustomerNotes/Bolt.md diff --git a/OLD_CustNotes/CIBC.md b/CustomerNotes/CIBC.md similarity index 100% rename from OLD_CustNotes/CIBC.md rename to CustomerNotes/CIBC.md diff --git a/OLD_CustNotes/Chek.md b/CustomerNotes/Chek.md similarity index 58% rename from OLD_CustNotes/Chek.md rename to CustomerNotes/Chek.md index e04d2b4f..d671dd67 100644 --- a/OLD_CustNotes/Chek.md +++ b/CustomerNotes/Chek.md @@ -21,3 +21,24 @@ Feedback from Callum as Head of CS: * No common course, but common people which may make it user error. DONE: Send Abdul a list of Enterprise features and cost. He will then send it to Gabi. + +## 08/29/2023 + +### Meeting regarding Chek's Renewal + +### Attendees + +* Tracy, Norm, Tom + +### Notes + +* Tom is COO +* Abdul was unable to attend, son is unwell. +* UK had bank holiday on Monday. +* I gave a foundation for the $20k threshold. +* They want a discount, potentially below $20k, which may lose Tracy as CSM. +* Abdul pissed at the amount of time other people have had to go into Northpass. +* The big flags are progress issues. This wasn't here 6 months ago. +* There are no product issues, this is an experience/sentiment issue. +* Tom to speak to Gavin and Calum about the time spent so far and what the cost is. +* I offered Tracy and I to do leg work to help with any tedious tasks. diff --git a/OLD_CustNotes/ChurnZero.md b/CustomerNotes/ChurnZero.md similarity index 100% rename from OLD_CustNotes/ChurnZero.md rename to CustomerNotes/ChurnZero.md diff --git a/OLD_CustNotes/Cluid.md b/CustomerNotes/Cluid.md similarity index 100% rename from OLD_CustNotes/Cluid.md rename to CustomerNotes/Cluid.md diff --git a/OLD_CustNotes/Crayon.md b/CustomerNotes/Crayon.md similarity index 100% rename from OLD_CustNotes/Crayon.md rename to CustomerNotes/Crayon.md diff --git a/CustomerNotes/DataSnipper.md b/CustomerNotes/DataSnipper.md new file mode 100644 index 00000000..b0804b1a --- /dev/null +++ b/CustomerNotes/DataSnipper.md @@ -0,0 +1,62 @@ +# CSM Kick-off (No Patrycja) + +## Notes from Charles prior to Meeting: + +**DataSnipper** - Intelligence Audit Platform +**Current:** Live ILTs (12 Hours per Week) +**Pains:** Scale, Timezones, Language, Pace, etc. +**Goals:** +- Provide Scalability w/o Adding Team Members +- Reduce Manual Hours of Training +- Eliminate Discovery of Progress +- Better User Experience + **Timeline:** +- Phased Launch: +- v1 - Basic Course (relatively quick) +- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training) +- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight) +- Webinars will be big component for them tho so just keep in mind + + +## Attendees: + +- Gabriele, Candide, Dirk, Sangeetha, Rachel + + +## Teams: + +- A ton of ILTs +- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners +- Tech-touch approach +- Gabriele is siloed, this is for new hires + + +## Goals and Info: + +- First users in early October +- Data: at least understand how many people are going through the courses + - Data should be available in Hubspot +- They are also looking at CSPs. +- Have refined the ILT approach, so they are good at it. +- Began with 1:1 training which was too heavy for the team. +- That approach won't go away, but how can they supplement with asynchronous learning? +- Content of the larger session is pretty well defined +- Larger session and then that session is split into two +- Pace and speed of the sessions - there's a ton of content +- Feedback: the middle bulk of info is missed because that is the most technical +- Automation feature is hard to understand. +- Everyone is currently getting the same training, but this is a good opportunity to split people up. + + +## Where are they? + +- Where do I fit into implementation and on-going support? + - What's best for Patrycja vs me? When should they go to both? +- Advice on how content is structured +- Creating interactive and content that can be scalable +- How to sequence the training over time? +- Communications - what's best? How to share new content? How to update their progress? +- Gabriele: he wants to understand data sync - not just from Northpass out, but back in? + DONE: 930 am on Mondays for the standing meeting. +- Gab and Dirk talking this week about personas. +- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't! diff --git a/OLD_CustNotes/Dept.md b/CustomerNotes/Dept.md similarity index 100% rename from OLD_CustNotes/Dept.md rename to CustomerNotes/Dept.md diff --git a/OLD_CustNotes/Doordash.md b/CustomerNotes/Doordash.md similarity index 100% rename from OLD_CustNotes/Doordash.md rename to CustomerNotes/Doordash.md diff --git a/OLD_CustNotes/DoubleVerify.md b/CustomerNotes/DoubleVerify.md similarity index 100% rename from OLD_CustNotes/DoubleVerify.md rename to CustomerNotes/DoubleVerify.md diff --git a/OLD_CustNotes/DouglasElliman.md b/CustomerNotes/DouglasElliman.md similarity index 100% rename from OLD_CustNotes/DouglasElliman.md rename to CustomerNotes/DouglasElliman.md diff --git a/OLD_CustNotes/Flink.md b/CustomerNotes/Flink.md similarity index 100% rename from OLD_CustNotes/Flink.md rename to CustomerNotes/Flink.md diff --git a/OLD_CustNotes/G2.md b/CustomerNotes/G2.md similarity index 82% rename from OLD_CustNotes/G2.md rename to CustomerNotes/G2.md index 1859927d..fd39df80 100644 --- a/OLD_CustNotes/G2.md +++ b/CustomerNotes/G2.md @@ -339,3 +339,73 @@ DONE: Enable Footer & share screenshots with Erin for decision. TODO: Find out where in roadmap learner transcripts are. Verified outcome! 70 Cert completions before EOQ. Katlin to be presenting in Chicago next week. Talk is internal and on August 10th. + +## 08/15/2023 + +### Metrics Discussion + +* Discussion about Metrics + * Attendees: + -- Katlin Hess + -- Erin Boyd + -- Norm Rasmussen + +** Notes: + +* How does G2 measure ROI with the academy? What is success? +* Currently a bit fuzzy - churn and retention is a shared goal +* They use V2 MON - GRR, ARR, NRR +* Number of Logos & what is their spend on us +* Engagement metrics - G2U falls into engagements +* Since Katlin joined engagement has gone from 67% to 100%. +* Last quarter was 96%. +* Sad news was that a TON of customers churned. That's what led to an increase in engagement. +* First goal: how to get the 67% to 75%. Then hit 94, 96, 100. +* Obvious that only a small group of customers weren't engaging. +* Currently implementing a predictive model for why people churn. + * So far uncovered 10 items as to why churn happens (for G2 specifically) + * Katlin doesn't have that information yet. +* Creating a growth CSM model - each CSM currently has a HUGE book of business. +* Onboarding playbook and courses which will be measured on adoption score. How does it compare to other segments. +* Adoption score not new overall. "Dotted line metric" for marketing. But only now being applied to G2U. +* Only now starting to look at the impact of G2U. +* They want to explore the percentage of their customer base involved in G2U per quarter +* Q1: 11%, Q2: 14% - at launch it was 25%. +* What is the line for G2U? > 0% in a course. +* Does Northpass factor into Customer Health scores at all? +* G2 doesn't use a Gainsight-like tool. CSMs use Salesforce, but customer health info is in many different systems. +* Katlin asked if I can keep sharing what our other customers are doing for metrics. No one seems to know what they + need. + +TODO: Discuss in Dec/Jan - how to measure success in G2U? What metrics are important. + +## 08/21/2023 + +* New Learning Paths + * G2 for Sales and Onboarding learning path to launch in October - mid-October is the most likely. + * The sales one will need to be re-written from the sellers POV. + * What is a seller? A customer like Northpass is a seller. A buyer will go to the NP page and read reviews. + * Sellers are G2 Customers. + * Should just be small edits to change the perspective. + * Question about LPs: She wants to know about two additional custom certs. Does she have to pay? + * "Everyone is talking about G2U" - internally its a buzz. + * Claims that there is no budget but may be able to wrangle a few bucks for the certs. + * New LPs will be pretty similar in content and structure as the previous. + * Will need to redo quizzes for the new learning paths + + DONE: Submit ticket to transfer RTE elements: General, Resource, Course, Accordion + +## 08/28/2023 + +### Sync with Erin + +* Currently on a mini-vacation in Golden, CO. +* Hopes to have her G2 for Sales course prototype ready by September 5th +* She needs to rebuild the quizzes too. +* Has not used the new Rich Text Functions we added for her. +* Asked for pricing for Certs - $2,000 for 1, $3,500 for 2. +* Wants to start doing some badges and gamification +* Too many certs *could* dilute their core cert +* She's creating a Learning Path for onboarding next, is thinking of using a badge for that completion instead of a + cert. +* Erin accepted the invitation to join the CE Advisory Board. diff --git a/OLD_CustNotes/Glassdoor.md b/CustomerNotes/Glassdoor.md similarity index 100% rename from OLD_CustNotes/Glassdoor.md rename to CustomerNotes/Glassdoor.md diff --git a/OLD_CustNotes/H1.md b/CustomerNotes/H1.md similarity index 100% rename from OLD_CustNotes/H1.md rename to CustomerNotes/H1.md diff --git a/OLD_CustNotes/HackerRank.md b/CustomerNotes/HackerRank.md similarity index 100% rename from OLD_CustNotes/HackerRank.md rename to CustomerNotes/HackerRank.md diff --git a/OLD_CustNotes/HappyCulture.md b/CustomerNotes/HappyCulture.md similarity index 100% rename from OLD_CustNotes/HappyCulture.md rename to CustomerNotes/HappyCulture.md diff --git a/OLD_CustNotes/HelloInsight.md b/CustomerNotes/HelloInsight.md similarity index 100% rename from OLD_CustNotes/HelloInsight.md rename to CustomerNotes/HelloInsight.md diff --git a/OLD_CustNotes/Humly.md b/CustomerNotes/Humly.md similarity index 100% rename from OLD_CustNotes/Humly.md rename to CustomerNotes/Humly.md diff --git a/OLD_CustNotes/JJSV.md b/CustomerNotes/JJSV.md similarity index 100% rename from OLD_CustNotes/JJSV.md rename to CustomerNotes/JJSV.md diff --git a/OLD_CustNotes/KeystoneRV.md b/CustomerNotes/KeystoneRV.md similarity index 100% rename from OLD_CustNotes/KeystoneRV.md rename to CustomerNotes/KeystoneRV.md diff --git a/OLD_CustNotes/Kiwi.md b/CustomerNotes/Kiwi.md similarity index 100% rename from OLD_CustNotes/Kiwi.md rename to CustomerNotes/Kiwi.md diff --git a/OLD_CustNotes/Mark43.md b/CustomerNotes/Mark43.md similarity index 100% rename from OLD_CustNotes/Mark43.md rename to CustomerNotes/Mark43.md diff --git a/OLD_CustNotes/Mattr.md b/CustomerNotes/Mattr.md similarity index 100% rename from OLD_CustNotes/Mattr.md rename to CustomerNotes/Mattr.md diff --git a/OLD_CustNotes/Mizuno.md b/CustomerNotes/Mizuno.md similarity index 100% rename from OLD_CustNotes/Mizuno.md rename to CustomerNotes/Mizuno.md diff --git a/OLD_CustNotes/Nana.md b/CustomerNotes/Nana.md similarity index 100% rename from OLD_CustNotes/Nana.md rename to CustomerNotes/Nana.md diff --git a/OLD_CustNotes/Netradyne.md b/CustomerNotes/Netradyne.md similarity index 100% rename from OLD_CustNotes/Netradyne.md rename to CustomerNotes/Netradyne.md diff --git a/OLD_CustNotes/Omnisend.md b/CustomerNotes/Omnisend.md similarity index 100% rename from OLD_CustNotes/Omnisend.md rename to CustomerNotes/Omnisend.md diff --git a/OLD_CustNotes/PDF_Butler.md b/CustomerNotes/PDF_Butler.md similarity index 100% rename from OLD_CustNotes/PDF_Butler.md rename to CustomerNotes/PDF_Butler.md diff --git a/OLD_CustNotes/Papa.md b/CustomerNotes/Papa.md similarity index 100% rename from OLD_CustNotes/Papa.md rename to CustomerNotes/Papa.md diff --git a/OLD_CustNotes/Pipedrive.md b/CustomerNotes/Pipedrive.md similarity index 69% rename from OLD_CustNotes/Pipedrive.md rename to CustomerNotes/Pipedrive.md index ff3e858c..2f467d69 100644 --- a/OLD_CustNotes/Pipedrive.md +++ b/CustomerNotes/Pipedrive.md @@ -304,3 +304,122 @@ Final item from James: * He would like comments in the Sheet ASAP for all the high priority items. Kat: if localization is fixed will that secure the renewal? Yes, James believes so. + +## 08/10/2023 + +### Slack Message to Internal Team + +Team, I've had the opportunity to chat with many of you individually to discuss the action item list for Pipedrive. As a +reminder of the topics discussed on Monday, [here is the +recording](https://northpass.zoom.us/rec/share/jg6aA71ibeYtyj8lJh8hqehp29nxZWugSnSdyLlamrbyJx5kF_j2psQYXzNs02zF.H1nLH-8UyUnLDBGD). +The passcode is `8@^z6zJG`. + +I can't impress enough upon everyone how time sensitive these items are. Kat and I are chatting with Pipedrive at 9:30am +EST on Tuesday to get a better understanding of the client's needs. With Gainsight's Recharge day on Monday and Poland being off on Tuesday, I'm a bit afraid we've lost some precious time here. + +There are two tracks that we've committed to as a team for saving Pipedrive. They are the following: + +1. Bartosz, Adam, and the engineering team will investigate all the items on [the spreadsheet](https://docs.google.com/spreadsheets/d/1CfiXSZankDRsBSYzVIMdW-M-7_oU0seqYozADoKLN1Y/edit#gid=937292276) that SE cannot solve for and report back to Joris and Allyson with an estimated time frame and resource spend needed to bring those features to light and parity for Pipedrive's needs. Joris and Allyson will then decide the best direction regarding engineering's findings and the planned roadmap. + +2. Charlie and the SE team will clean up the code in Pipedrive's templates to improve efficiency. This will be done in +sandbox first and then moved to production if need be so that engineering can reproduce the delay behavior and investigate causes and areas of improvement. + +Regarding one - have any findings been reported to Allyson/Joris yet? Joris is on PTO as of tomorrow, so please let +Allyson know what you find ASAP. In the meantime, Adam/Bartosz, do you have any information that Kat and I should know about that will help inform our discussion with Pipedrive on Tuesday? + +Regarding two - today's discussion made clear that the delay behavior is not acting as expected in the sandbox. As +engineering needs to mimic this behavior as closely as possible, we will reinstate the templates and language picker in +production as early as possible tomorrow morning. Charlie, can you please make sure an SE in Poland makes these changes +to Pipedrive's Production academy as early as possible tomorrow so the engineering team can investigate? + +I will inform Pipedrive this evening of this temporary change. + +Big day tomorrow, and I hope we'll be able to uncover key information for Pipedrive. Please let me know if you have any +questions or concerns. + +## 08/15/2023 + +### Meeting regarding Renewal and Feature improvements + + Attendees: + -- James Cambpell + -- Ali + -- Will Sigsworth + -- Mark Geller + -- Chloe Fall + - Ben Clarke + - Norm Rasmussen + - Kat Kenny + +Notes: + +* Desire for localized sites are high +* James being pressured for more localized content +* Spanish course is still highly reviewed and people are excited about it. +* (-) Norm to schedule a meeting with both tech teams + + Renewal: + +* Can we get a signature with an opt-out clause? +* Both tech teams will need to discuss the delay issue in Production +* Who else needs to be part of the renewal discussion? +* If we add an opt-out clause, legal team will need to be involved. +* All renewals need go back through the procurement/vendor review process. +* Vendor review includes finance and security teams +* Kat: Who else needs to be involved? CFO? Who else can put a stop to this? +* Gainsight has "buddy" alignments from our CFO to your CFO. Is Hydran involved in vendor review? +* James: No. Steve Kitely reports to her and is in charge of vendor review? +* Kaisa no longer involved. Does not need to be added back in. +* Kat set expectations: I doubt we will get all of these in the next 60 days, but next steps of getting a tech team +* Mark and Genet + + Other Complication from James: + +* A user got a weird url: `https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af#sso-widget` +* When a user clicked that, they weren't able to unlock the getting started course. +* Screen recording of the behavior: `https://sharing.pipedrive.com/v/sFQfqr` +* When a user removes #sso-widget the problem goes away. + +## 08/24/2023 + +* Internal Sync regarding Roadmap and feature requests +** Attendees: Rob, Allyson, Joris, Kat + * Email localization will be difficult + * Certification localization will be possible and the structure is there. But the locale isn't sent. + -- Rob to test + * We should deliver a list of what we have done, can do, and can't do + * This list should also include how our integration with Gainsight will help them + * Joris happy to join a technical call with Pipedrive + * Norm to schedule call with Pipedrive for next week + * Is this a 1 sprint worth of work for the team? Q1 2024 delivery date? + * Rob and Joris to gauge if this will have impact on larger strategic initiative. + +## 08/29/2023 + +* Discussion of Renewal and High Priority Items +** Attendees: + * James, Norm, Kat + * How can we work out the language of what guarantees a renewal? + * Since we won't get everything done by renewal, can we add an opt-out clause? + * James - instinct tells him Q1 should be acceptable. + * As far as SEO issues, this will be the stickiest for the team. + TODO: Get Rob (and maybe Joris) on technical call to discuss SEO stuff. + * Are they actively exploring other vendors? James: not yet. But yet being the key word. It was brought up + internally to start exploring. + * SEO technical sync: James to find a good time for technical and SEO people. + -- Mark Geller, Gennet, Chloe + -- Gennet is main technical product/discovery for entire org + --- He's waiting desperately to sunset the old LMS website. + -- Mark is general technical + -- Chloe is the SEO master. + * Account Management team to handle clauses/commercials. TBD who from Pipedrive should be the POC for that. + * Explained that additional benefits are coming with the larger integrations between Gainsight and Northpass. + * James team handles video content for the PX product. + * James wants to put on our radar: + -- Genet said, "if we're going to extend this on a contract, can we add a support person in the Slack channel?" + -- Not yet. Northpass is flexible, but Gainsight doesn't have SE folks. They have TAMs which are a paid service. + -- TBD. We might have to do this as a paid service. + -- James wants an answer by renewal. And possibly as a line-item on the contract. + -- Kat: Most enterprise accounts have a full-time TAM associated with their account. + * Does Gennet submit support tickets via Slack? Maybe, Zendisho (sp?). + * James is most likely off on Labor day. diff --git a/OLD_CustNotes/Prenda.md b/CustomerNotes/Prenda.md similarity index 100% rename from OLD_CustNotes/Prenda.md rename to CustomerNotes/Prenda.md diff --git a/OLD_CustNotes/Quantuvos.md b/CustomerNotes/Quantuvos.md similarity index 100% rename from OLD_CustNotes/Quantuvos.md rename to CustomerNotes/Quantuvos.md diff --git a/OLD_CustNotes/RecastSoftware.md b/CustomerNotes/RecastSoftware.md similarity index 100% rename from OLD_CustNotes/RecastSoftware.md rename to CustomerNotes/RecastSoftware.md diff --git a/OLD_CustNotes/SPSCommerce.md b/CustomerNotes/SPSCommerce.md similarity index 88% rename from OLD_CustNotes/SPSCommerce.md rename to CustomerNotes/SPSCommerce.md index b779285d..c50293ea 100644 --- a/OLD_CustNotes/SPSCommerce.md +++ b/CustomerNotes/SPSCommerce.md @@ -151,3 +151,23 @@ DONE: Send open academies for her to review. If learner has a course with category A, they should see certain buckets of courses. They need to redesign their academy and want to display specific courses and pages based on a learner's parameters. Be to sure to ask how the redesign is going and how the User Journey/Flow is progressing. + +## 08/30/2023 + +### SCORM Issues + +- Kathleen Items: + + - Workflow from Articulate to Northpass is clunky and not smooth. + - Drop down is not searchable, not great if you have a lot of SCORM. + - Review Functionality for multiple admins editing a single course. This is needed. + +- Kayla: + + - The way Northpass and Gainsight Data integrates will be really important to the long term contract. + - How can we easily launch an academy or community from another Gainsight app. + - They want Gainsight to be much more robust, but it all depends on the data. + - Very interested in the analytics extract and they know it is a paid service. + +TODO: Create new report in Looker for Kayla/Kathleen. Kayla to send the filter params. Pulled Monthly, but for all time. +TODO: Test [this video](https://www.youtube.com/watch?v=WMFEMn2-O9E) in Northpass and ensure no ads show up. diff --git a/OLD_CustNotes/Scenario.md b/CustomerNotes/Scenario.md similarity index 100% rename from OLD_CustNotes/Scenario.md rename to CustomerNotes/Scenario.md diff --git a/OLD_CustNotes/SimplePractice.md b/CustomerNotes/SimplePractice.md similarity index 100% rename from OLD_CustNotes/SimplePractice.md rename to CustomerNotes/SimplePractice.md diff --git a/OLD_CustNotes/Skuid.md b/CustomerNotes/Skuid.md similarity index 90% rename from OLD_CustNotes/Skuid.md rename to CustomerNotes/Skuid.md index 14786b6f..62a69335 100644 --- a/OLD_CustNotes/Skuid.md +++ b/CustomerNotes/Skuid.md @@ -281,3 +281,24 @@ Kat: Advocacy? How are doing it - Round tables? Events? Case studies? Anna: One of the movements after the "riff" is to work with sales and work together. No risk in the renewal from Anna. + +## 08/24/2023 + +### Skuid Certification Marketing + +* No marketing team right now - all let go +* Anna is on Product Growth team but they aren't a marketing team +* I showed Anna the SCA and to use these people that started the practice exam but not taken the real exame +* Google Analytics views might be helpful - who has clicked the Register button but not paid. +* Can Anna get this information in a Skuid dashboard? She will see. +* In Hubspot she may see who is interesting - Anna to explore. +* Goal is to have a clear path for when leadership says "we need to sell more certifications" +* Do Anna's boss have a goal for # of certs sold per quarter? No. +* Anna hasn't had time to think much about strategy and long-term options. +* Anna and Sarah accepted that they will be on the Customer Education advisory board. +* Confirmed Renewal is happening. +* What is Sarah's role? She is the Director of CS and Support. +* They use product board to connect customer feature requests to existing accounts +* She has some people that are both in the employee and customer academy and wants to sync up their progress and + courses. + FEAT: Mark as complete button. Bonus: mark as 50% complete. diff --git a/OLD_CustNotes/Stateserv.md b/CustomerNotes/Stateserv.md similarity index 100% rename from OLD_CustNotes/Stateserv.md rename to CustomerNotes/Stateserv.md diff --git a/OLD_CustNotes/StopItSolutions.md b/CustomerNotes/StopItSolutions.md similarity index 100% rename from OLD_CustNotes/StopItSolutions.md rename to CustomerNotes/StopItSolutions.md diff --git a/OLD_CustNotes/SwiftMedical.md b/CustomerNotes/SwiftMedical.md similarity index 79% rename from OLD_CustNotes/SwiftMedical.md rename to CustomerNotes/SwiftMedical.md index d2f0a880..b3a015de 100644 --- a/OLD_CustNotes/SwiftMedical.md +++ b/CustomerNotes/SwiftMedical.md @@ -149,3 +149,45 @@ Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/U ### Analytics Directly into Warehouse DONE: Send Chux information about encrypted endpoint, data definitions, etc. + +## 08/25/2023 + +### Items from Kayla + +* Meeting Notes: + * Company is obsessed reboot. + * No need for any co-marketing. Maybe a post with the learn page format. +** New Instance: + * Sales focused open access instance + * Login freely + * Less course focused and more "access" and CMS-esque + * Need open access - maybe omnisend with uuid creation + * Totally open content + * Not going to happen before January. + * This instance would be connected to swift's website. + * Swift has a learn page currently, but not with anything of value. Not all the links work. + * This instance would switch out the learn portion of their website. + +** Search Functionality + +* This is a huge pain point. +* "No body really knows what I do, broadly" but when people test it they complain and say "why doesn't this work the + way I expect it." +* Expectation: The expect something useful to pop up but nothing pops up because of smart searching +* Preferably, activities will show up. The courses overall aren't helpful in search results. +* Something she's seen in other systems is clicking a star which would bump the result to the top of the list. +* Determining which is "special" or important from Swift Medical's perspective. + +TODO: Create Prop to hide from search results. +TODO: Enable search query dashboard on Swift Medical + +** Certifications + +* Would like a custom certification finished by January. +* They might have new branding by January. +* Will need the public certifications. Linkedin is huge. + +** Linking to a Document: + +* Open doc directly from another page without authentication +* Kayla is used to this with all higher ed LMSes and would like for this to be Northpass Functionality. diff --git a/OLD_CustNotes/Talkspace.md b/CustomerNotes/Talkspace.md similarity index 100% rename from OLD_CustNotes/Talkspace.md rename to CustomerNotes/Talkspace.md diff --git a/OLD_CustNotes/Terminus.md b/CustomerNotes/Terminus.md similarity index 100% rename from OLD_CustNotes/Terminus.md rename to CustomerNotes/Terminus.md diff --git a/OLD_CustNotes/TripleSeat.md b/CustomerNotes/TripleSeat.md similarity index 100% rename from OLD_CustNotes/TripleSeat.md rename to CustomerNotes/TripleSeat.md diff --git a/OLD_CustNotes/UXDesign.md b/CustomerNotes/UXDesign.md similarity index 100% rename from OLD_CustNotes/UXDesign.md rename to CustomerNotes/UXDesign.md diff --git a/OLD_CustNotes/Walmart.md b/CustomerNotes/Walmart.md similarity index 92% rename from OLD_CustNotes/Walmart.md rename to CustomerNotes/Walmart.md index fc32f046..84d602a3 100644 --- a/OLD_CustNotes/Walmart.md +++ b/CustomerNotes/Walmart.md @@ -571,3 +571,63 @@ Enrollment: TODO: Description Font Size - change to 14. DONE: Pull raw html of activity descriptions & body copy. + +## 08/23/2023 + +### Content & Design Meetings + +* External Attendees: + * Krystal, MJ, Travis P, Frank +* Internal Attendees: + * Charlie, Kaitlyn, Norm + +** Categories: + +* Some confusion on how categories should be managed. +* MJ to re-share the categories doc with Krystal, some placement might want to be updated. +* Hopefully done by next meeting. They will deliver a final state of categories. +* We will need new category images if any of the categories get changed. +* Categories get hard coded with their images! + +DONE: Norm to deliver length of each description for search. +** Search Description: + +* Spark will then decide if its a necessary priority. + +** RC Search: + +* This came back to Travis from another team member. +* Someone named Matt Krise brought this up to Travis +* Go back through search analytic tool and add the hidden tags to those activities. +* This is what you add to the html code block of an activity: + +```html +
+ keyword 1, keyword 2, keyword 3 +
+``` + +* Content Meeting + * Krystal noticed that resources are in alphabetical order until you reach the end. + * At the end, (State by State) it goes back to Cancel a trip. + * Resources are ordered by tag first (new, in progress, etc) + + What Krystal liked about Edume: a feature taps into social media uses such as reels, and shorts. + It gives training quickly and accessible. + This is the direction Walmart needs to go in. + Spotlight these short videos would make us a lot more marketable. + Krystal and her director need these stories type interactions. + +## 08/30/2023 + +### Content & Categories + +* Categories woes. Cassie wanted to updated the courses with new categories, but it may not actually be possible. +* Krystal thinks there is a big lift from dev team to update categories. Might not be feasible. +* Spark dev team would need to align with content team. +* Full Transparency from Krystal: Week of September 11th, new initiative. Leveraging Bundles! +* Krystal and team to start building Learning Paths/Resource Bundles in Sandbox/or Production +* Featured Carousel Rotation: Is there anyway to auto rotate? Either after time, or based on popularity. +* Cassie comments: Understanding the metrics program Course. + +TODO: Test if a course can be accessible outside of Northpass without it being accessible to drivers. diff --git a/OLD_CustNotes/Walmart_Luminate.md b/CustomerNotes/Walmart_Luminate.md similarity index 100% rename from OLD_CustNotes/Walmart_Luminate.md rename to CustomerNotes/Walmart_Luminate.md diff --git a/OLD_CustNotes/Wildhealth.md b/CustomerNotes/Wildhealth.md similarity index 86% rename from OLD_CustNotes/Wildhealth.md rename to CustomerNotes/Wildhealth.md index d4c099c9..92d9bf63 100644 --- a/OLD_CustNotes/Wildhealth.md +++ b/CustomerNotes/Wildhealth.md @@ -201,3 +201,26 @@ This previously worked. Updated Abby on LPs, Certs, eCommerce and road map DONE: Get Abby a list of requirements for design of certs DONE: Create Assignments Analytics for Google Sheets. + +## 08/22/2023 + +- Sync with Bailey and Abby + - Abby leaving and Bailey taking over. + - Abby: "we have all the time in the world to get in honed, but we need to get it set up now for July of 2024." + - They have already sold some January cohorts. + - With learning Path and the ability to sell - coaching track would cost more than non-coaching + - Both have precision medicine modules, coaching has additional modules. + - Right now it is "ignore this, pay attention to this" and they want this separated. + TODO: Ask about product codes for Learning Paths and selling Learning Paths + - Question 2: Is there a way to set the drip pattern in a Learning path + - 3 products starting next July that all need to be in Learning Paths. + - They are hoping this new functionality allows them to sell in various learning paths. + - Products: Coaching Track, Training Program, Self-guided (Precision Medicine of Fundamentals) + - Open to other suggestions but the biggest priority is the consolidation of courses. + +*** If it were to work: + - Precision Medicine 1-12 in a Learning Path + - Fundamentals are Carbon copies right now, with this transition they want to consolidate courses so they only + have to update them once. + + Trei on paternity leave until end of September. Analytics changes for 2024. diff --git a/CustomerNotes/WilliamSonoma.md b/CustomerNotes/WilliamSonoma.md new file mode 100644 index 00000000..7333eeec --- /dev/null +++ b/CustomerNotes/WilliamSonoma.md @@ -0,0 +1,33 @@ +# William-Sonoma + +## 08/22/2023 + +### Implementation Call + +- Patrycja out sick with Migraine +- Aubrey also couldn't attend. She is Senior Manager in charge of budgets, headcount, attrition. +- Pam is manager of L&D - keeper of the courses and content. +- Tyler is the "building genius" to make sure everything is maintained and functioning. +- LMS will be Pam and Tyler's responsibility, mostly. +- Internal use case +- They have used other LMS' in the past. +- They have a new hire "down and dirty" path that takes 4 weeks. That's one use case. +- Second use case is for upskilling. Training for supervisors, new managers, etc. +- Auth: Combo authentication. +- Timezones - Tyler and Pam: CST, Aubrey: PST +- No meetings on Mondays for Tyler and Pam. +- "Classes start" on Mondays, so they get hectic. +- Standing meeting on Tuesdays at 12pm CST. +- October 31st is when their old LMS contract expires - Docebo +- Their first LMS was with absorb (2 years) and then 3 years with Docebo. That's what they are coming off of. +- They will do most of their design themselves. They have photography files. +- One or two classes/batches that will have to be planned how to transfer them to Northpass. +- They use "branches" for each course and group. ABCD groups. +- They are currently using a very "home grown" system. Associate Management System. It doesn't tie into anything + bigger. +- Down and Dirty people access via a direct link. +- Current domain for their Docebo academy: "" +- No IT resources are expected from WS. +- They will be tied into their SSO network - PING. +- They don't want to give them their full login until they have passed their WFH systems check. <-- this is mostly IT + stuff. Not courses. It mostly falls on recruiting. diff --git a/OLD_CustNotes/WoundCareAdvantage.md b/CustomerNotes/WoundCareAdvantage.md similarity index 100% rename from OLD_CustNotes/WoundCareAdvantage.md rename to CustomerNotes/WoundCareAdvantage.md diff --git a/OLD_CustNotes/Zenjob.md b/CustomerNotes/Zenjob.md similarity index 62% rename from OLD_CustNotes/Zenjob.md rename to CustomerNotes/Zenjob.md index ac916114..715eddcc 100644 --- a/OLD_CustNotes/Zenjob.md +++ b/CustomerNotes/Zenjob.md @@ -74,3 +74,47 @@ The other portion of this that was mentioned to me is that the people that need 2. Parse the webhook and check for activity name. If Activity name == Course A 3. Make an API call to the Assignments endpoint and grab the following information: Learner Email/SSO UID, Course Name, Activity Name, Download link 4. Add those values to a spreadsheet or Salesforce. Wherever you want the employees to grab the criminal record upload. + +## 08/23/2023 + +### Security Discussion + +* Attendees: + * Christopher Jimenez - Security/Product/Engineering + * He's concerned about the CDN url being open. + * Can we add an endpoint/additional layer of clicking that link so that an attackers cannot somehow get access to the URL? + * He's open to starting with what we have and adding this in the future. + * If this security works, he wouldn't even want these files in Google Sheets. + * Ideally, they will rotate the api keys every month. + * Pre-signed URLs is the theory here. + * Analytics Extracts with encrypted API might work. +*** Question about API: + * He wanted to see if he could connect directly to Salesforce. + * The people endpoint isn't returning all the info necessary such as email, etc. + + *** Lukasz's Idea: + - The link in the looker dashboard would make a POST request + - This link passes the UID for the assignment + - Then extract from Northpass API the appropriate submission + - Lukasz decoded the filestack url and it said that it should become invalid after 48 hours + +** Testing CDN Filestack Links: + +* URL 1: "" +* URL 2: "" +* URL from incognito: "" + +## 08.29.2023 + +### Renewal Discussion + +* Renewal Discussion with Yigit at Sastrify +** Notes: + * Case study for discount? + * Additional hours, 25% discount? + * Will the 25% discount be part of the renewal? + * Let's say 75k with the 25% discount and then they purchase 15 hours @ 200 + -- This increases ARR to $78k + -- Then if they do a case study, 25% on the hours, bringing it to $150/hr. + * Yigit moving to Madrid, off all of next week. + TODO: Speak to Finance about discounts and options. Ask what the goal is. diff --git a/OLD_CustNotes/images/Larson_TrainingProposals.png b/CustomerNotes/images/Larson_TrainingProposals.png similarity index 100% rename from OLD_CustNotes/images/Larson_TrainingProposals.png rename to CustomerNotes/images/Larson_TrainingProposals.png diff --git a/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg b/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg deleted file mode 100644 index 6e1613d5..00000000 --- a/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg +++ /dev/null @@ -1,17 +0,0 @@ -* Meeting -** Attendees: - - Georgina Clelland - - Norm Rasmussen - -Notes: - - Biometric testing tells AIIM which are good questions and which are bad. - - They need 150 test takers which act as a "proof" of how good the questions are. - - This can help with accreditation. This a real certification with backing. Good for 3 years. - - It's no longer a "certificate" but a proper certification. - - The algorithm _needs_ a unique identifier. Perhaps we can put it in brackets. - - Georgina to ask if hiding the brackets need to be hidden. - - Question from Georgina: the users don't want to grade the quizzes immediately. - - User will know that they aren't getting a grade but that they have completed the course. - - The activity name will be: 2023 Beta CIP Exam - - DONE: Request to hide the EOQ screen from this quiz. Make sure AIIM removes the milestone. diff --git a/Customer_Notes/Anthology/08.25.23.norg b/Customer_Notes/Anthology/08.25.23.norg deleted file mode 100644 index 7384d7d6..00000000 --- a/Customer_Notes/Anthology/08.25.23.norg +++ /dev/null @@ -1,46 +0,0 @@ -* Post Launch Meeting -** Attendees: - - KC Williams - - Norm Rasmussen -** Notes: - - Ideal regular meeting - every week until we are "more finished" and polished. - - Fridays at 9:30 am EST - - Is very happy that there's no confirmation email for pre-reg sign ups - - Two common cases for learners with no course: - -- Users signing up with their Gmail email - -- A random person who isn't part of Anthology, finds their academy, might be interested to learn more, works in - higher ed, and then signs up. <-- This is much smaller of a use case. - --- This could also be for international clients, students, non-english speakers, or just random person in higher ed. - -- If someone else types their email in incorrectly, that's a possible use case. - DONE: Add warning for any personal email addresses entered into field. And make button unclickable. - - At some point in the future (next FY-July-June) they will have some things published in the catalog. - -- They are months out from that. Courses aren't developed yet. - - For the edu users that aren't on the list should: - -- Sign up as normal and make it past the first screen - -- Ideally they will not see the Tell us More Screen. - -- However, it's okay if they fill that out and then land on the /app page with the warning. - -- They should NOT see an empty catalog. - -** Search and Filter Needs: - - This is priority one. Internally people are asking and external people are complaining. - - They _need_ search and filtering capability. Right now, it's not really working as they need. - - UX has asked KC to ask us for strategic advice. They need to look at it not just from how the screens look, but how - they work too. - - The original filter screen was removed from the main page cause it was causing confusion. - - The experience should be that if you filter and then search you will search only WITHIN that filter. - - Can we not use Ocean Academy to search and then filter? - DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library? - -** Roles and Content Grouping: - - They are still thinking through something like an Ocean Academy example of grouping content - - The roles for using engage will be different than the roles for reach - - Sysadmin for Engage could be different than Sysadmin for Reach. It may not even be sysadmin - it would be "general - technology". - - Student is the "par excellence" where anything goes and all content is mixed. - - Engage on the other hand has everything planned. They would have 14-15 permutations of different tagging of content. - - Maybe we lead with a well-organized product. - -** Other: - - Amhit will be doing some people and content mapping. There's a QA doc for him to review. He will be doing clean up. - - Abishek is on his team but unsure of responsibilities. - diff --git a/Customer_Notes/BigIdeas/08.24.23_Technical_Discussion.norg b/Customer_Notes/BigIdeas/08.24.23_Technical_Discussion.norg deleted file mode 100644 index 7b4db44c..00000000 --- a/Customer_Notes/BigIdeas/08.24.23_Technical_Discussion.norg +++ /dev/null @@ -1,25 +0,0 @@ -* Technical Discussion regarding Access -** Attendees: - - Sophia - - Chris Toothman - - Seth Green - Video Content / Moving pictures on a screen - - Mary Rose - Art Director for Creative Department/Art Design team - - Courtney Nagle - VP of Teacher Learning and Research - New to team - -- For this project, spearheading content/course development - pedagogy and content -** Goal: - To better understand how we can make learners/teachers better and easier access to the academy. To increase usage by - delivering faster and easier access. Better access should make these accounts sticker and lead to better retention - and less churn. We will also want to discuss design items to make Northpass more like Big Ideas apps. -** Discussion: - - Can Chris' team embed Northpass? - - Seth and Mary Rose will be working on designs and deliver us the figma files - - They will start using the catalog soon for Reuben and CS engagement - - There will be a PD landing page or other landing pages - - Sophia said there are a ton of different goals and many use-cases are using Northpass - - Sophia needs to be the organizer/ring leader to keep the academy organized. - - First time Sophia heard about a timeline/launch in October. - - Jason's main goal is to increase Northpass usage. - - This creative team of Seth and Mary is pretty new. - -- They were in the same office building that was contracted to do design work - -- That contractor was then acquired. - diff --git a/Customer_Notes/BigIdeas/Quiz_feedback.norg b/Customer_Notes/BigIdeas/Quiz_feedback.norg deleted file mode 100644 index cc6ca485..00000000 --- a/Customer_Notes/BigIdeas/Quiz_feedback.norg +++ /dev/null @@ -1,10 +0,0 @@ -*Quiz feedback* -- Display information that is wider than correct/incorrect. An example 50% choose C, lets look at why. - - Their customers rate them lower when they don't like the quiz questions. Are Big ideas answering the correct items? -Sophia's focus has been the data and info for Jason. -- Overall goal: "Improve teacher onboarding experieince. Increase product usage and satisfaction." -* KPIS: - -- NPS for high usage districts - - Time on tasks for high touch tasks. - - diff --git a/Customer_Notes/Chek/08.29.23_Renewal.norg b/Customer_Notes/Chek/08.29.23_Renewal.norg deleted file mode 100644 index 9a673302..00000000 --- a/Customer_Notes/Chek/08.29.23_Renewal.norg +++ /dev/null @@ -1,15 +0,0 @@ -* Meeting regarding Chek's Renewal -** Attendees: - - Tracy, Norm, Tom - -** Notes - - Tom is COO - - Abdul was unable to attend, son is unwell. - - UK had bank holiday on Monday. - - I gave a foundation for the $20k threshold. - - They want a discount, potentially below $20k, which may lose Tracy as CSM. - - Abdul pissed at the amount of time other people have had to go into Northpass. - - The big flags are progress issues. This wasn't here 6 months ago. - - There are no product issues, this is an experience/sentiment issue. - - Tom to speak to Gavin and Calum about the time spent so far and what the cost is. - - I offered Tracy and I to do leg work to help with any tedious tasks. diff --git a/Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg b/Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg deleted file mode 100644 index 79f727bc..00000000 --- a/Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg +++ /dev/null @@ -1,52 +0,0 @@ -* CSM Kick-off (No Patrycja) -** Notes from Charles prior to Meeting: - *DataSnipper* - Intelligence Audit Platform - *Current:* Live ILTs (12 Hours per Week) - *Pains:* Scale, Timezones, Language, Pace, etc. - *Goals:* - - Provide Scalability w/o Adding Team Members - - Reduce Manual Hours of Training - - Eliminate Discovery of Progress - - Better User Experience - *Timeline:* - - Phased Launch: - - v1 - Basic Course (relatively quick) - - The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training) - - Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight) - - Webinars will be big component for them tho so just keep in mind - -** Attendees: - - Gabriele, Candide, Dirk, Sangeetha, Rachel - -** Teams: - - A ton of ILTs - - Dirk, Candida, Sangeetha, Rachel - all on onboarding learners - - Tech-touch approach - - Gabriele is siloed, this is for new hires - -** Goals and Info: - - First users in early October - - Data: at least understand how many people are going through the courses - -- Data should be available in Hubspot - - They are also looking at CSPs. - - Have refined the ILT approach, so they are good at it. - - Began with 1:1 training which was too heavy for the team. - - That approach won't go away, but how can they supplement with asynchronous learning? - - Content of the larger session is pretty well defined - - Larger session and then that session is split into two - - Pace and speed of the sessions - there's a ton of content - - Feedback: the middle bulk of info is missed because that is the most technical - - Automation feature is hard to understand. - - Everyone is currently getting the same training, but this is a good opportunity to split people up. - -** Where are they? - - Where do I fit into implementation and on-going support? - -- What's best for Patrycja vs me? When should they go to both? - - Advice on how content is structured - - Creating interactive and content that can be scalable - - How to sequence the training over time? - - Communications - what's best? How to share new content? How to update their progress? - - Gabriele: he wants to understand data sync - not just from Northpass out, but back in? - DONE: 930 am on Mondays for the standing meeting. - - Gab and Dirk talking this week about personas. - - One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't! diff --git a/Customer_Notes/G2/08.21.23.norg b/Customer_Notes/G2/08.21.23.norg deleted file mode 100644 index fd30f9b6..00000000 --- a/Customer_Notes/G2/08.21.23.norg +++ /dev/null @@ -1,13 +0,0 @@ -* New Learning Paths - - G2 for Sales and Onboarding learning path to launch in October - mid-October is the most likely. - - The sales one will need to be re-written from the sellers POV. - - What is a seller? A customer like Northpass is a seller. A buyer will go to the NP page and read reviews. - - Sellers are G2 Customers. - - Should just be small edits to change the perspective. - - Question about LPs: She wants to know about two additional custom certs. Does she have to pay? - - "Everyone is talking about G2U" - internally its a buzz. - - Claims that there is no budget but may be able to wrangle a few bucks for the certs. - - New LPs will be pretty similar in content and structure as the previous. - - Will need to redo quizzes for the new learning paths - - DONE: Submit ticket to transfer RTE elements: General, Resource, Course, Accordion diff --git a/Customer_Notes/G2/08.22.23.norg b/Customer_Notes/G2/08.22.23.norg deleted file mode 100644 index 91bfa95d..00000000 --- a/Customer_Notes/G2/08.22.23.norg +++ /dev/null @@ -1,4 +0,0 @@ -* Heading one - -- This is a test - - another test - diff --git a/Customer_Notes/G2/08.28.23.norg b/Customer_Notes/G2/08.28.23.norg deleted file mode 100644 index cac38c0b..00000000 --- a/Customer_Notes/G2/08.28.23.norg +++ /dev/null @@ -1,11 +0,0 @@ -* Sync with Erin - - Currently on a mini-vacation in Golden, CO. - - Hopes to have her G2 for Sales course prototype ready by September 5th - - She needs to rebuild the quizzes too. - - Has not used the new Rich Text Functions we added for her. - - Asked for pricing for Certs - $2,000 for 1, $3,500 for 2. - - Wants to start doing some badges and gamification - - Too many certs _could_ dilute their core cert - - She's creating a Learning Path for onboarding next, is thinking of using a badge for that completion instead of a - cert. - - Erin accepted the invitation to join the CE Advisory Board. diff --git a/Customer_Notes/G2/8.15.23 - Metrics Discussion.norg b/Customer_Notes/G2/8.15.23 - Metrics Discussion.norg deleted file mode 100644 index f566567e..00000000 --- a/Customer_Notes/G2/8.15.23 - Metrics Discussion.norg +++ /dev/null @@ -1,32 +0,0 @@ -* Discussion about Metrics - - Attendees: - -- Katlin Hess - -- Erin Boyd - -- Norm Rasmussen - -** Notes: - - How does G2 measure ROI with the academy? What is success? - - Currently a bit fuzzy - churn and retention is a shared goal - - They use V2 MON - GRR, ARR, NRR - - Number of Logos & what is their spend on us - - Engagement metrics - G2U falls into engagements - - Since Katlin joined engagement has gone from 67% to 100%. - - Last quarter was 96%. - - Sad news was that a TON of customers churned. That's what led to an increase in engagement. - - First goal: how to get the 67% to 75%. Then hit 94, 96, 100. - - Obvious that only a small group of customers weren't engaging. - - Currently implementing a predictive model for why people churn. - -- So far uncovered 10 items as to why churn happens (for G2 specifically) - - Katlin doesn't have that information yet. - - Creating a growth CSM model - each CSM currently has a HUGE book of business. - - Onboarding playbook and courses which will be measured on adoption score. How does it compare to other segments. - - Adoption score not new overall. "Dotted line metric" for marketing. But only now being applied to G2U. - - Only now starting to look at the impact of G2U. - - They want to explore the percentage of their customer base involved in G2U per quarter - - Q1: 11%, Q2: 14% - at launch it was 25%. - - What is the line for G2U? > 0% in a course. - TODO: Discuss in Dec/Jan - how to measure success in G2U? What metrics are important. - - Does Northpass factor into Customer Health scores at all? - - G2 doesn't use a Gainsight-like tool. CSMs use Salesforce, but customer health info is in many different systems. - - Katlin asked if I can keep sharing what our other customers are doing for metrics. No one seems to know what they - need. diff --git a/Customer_Notes/Pipedrive/08.24.23-Internal_Sync.norg b/Customer_Notes/Pipedrive/08.24.23-Internal_Sync.norg deleted file mode 100644 index 1e86349c..00000000 --- a/Customer_Notes/Pipedrive/08.24.23-Internal_Sync.norg +++ /dev/null @@ -1,11 +0,0 @@ -* Internal Sync regarding Roadmap and feature requests -** Attendees: Rob, Allyson, Joris, Kat - - Email localization will be difficult - - Certification localization will be possible and the structure is there. But the locale isn't sent. - -- Rob to test - - We should deliver a list of what we have done, can do, and can't do - - This list should also include how our integration with Gainsight will help them - - Joris happy to join a technical call with Pipedrive - - Norm to schedule call with Pipedrive for next week - - Is this a 1 sprint worth of work for the team? Q1 2024 delivery date? - - Rob and Joris to gauge if this will have impact on larger strategic initiative. diff --git a/Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg b/Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg deleted file mode 100644 index b1b2aa5d..00000000 --- a/Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg +++ /dev/null @@ -1,27 +0,0 @@ -* Discussion of Renewal and High Priority Items -** Attendees: - - James, Norm, Kat - - How can we work out the language of what guarantees a renewal? - - Since we won't get everything done by renewal, can we add an opt-out clause? - - James - instinct tells him Q1 should be acceptable. - - As far as SEO issues, this will be the stickiest for the team. - TODO: Get Rob (and maybe Joris) on technical call to discuss SEO stuff. - - Are they actively exploring other vendors? James: not yet. But yet being the key word. It was brought up - internally to start exploring. - - SEO technical sync: James to find a good time for technical and SEO people. - -- Mark Geller, Gennet, Chloe - -- Gennet is main technical product/discovery for entire org - --- He's waiting desperately to sunset the old LMS website. - -- Mark is general technical - -- Chloe is the SEO master. - - Account Management team to handle clauses/commercials. TBD who from Pipedrive should be the POC for that. - - Explained that additional benefits are coming with the larger integrations between Gainsight and Northpass. - - James team handles video content for the PX product. - - James wants to put on our radar: - -- Genet said, "if we're going to extend this on a contract, can we add a support person in the Slack channel?" - -- Not yet. Northpass is flexible, but Gainsight doesn't have SE folks. They have TAMs which are a paid service. - -- TBD. We might have to do this as a paid service. - -- James wants an answer by renewal. And possibly as a line-item on the contract. - -- Kat: Most enterprise accounts have a full-time TAM associated with their account. - - Does Gennet submit support tickets via Slack? Maybe, Zendisho (sp?). - - James is most likely off on Labor day. diff --git a/Customer_Notes/Pipedrive/Renewal_Meeting_8.15.22.norg b/Customer_Notes/Pipedrive/Renewal_Meeting_8.15.22.norg deleted file mode 100644 index 5f4d9d3f..00000000 --- a/Customer_Notes/Pipedrive/Renewal_Meeting_8.15.22.norg +++ /dev/null @@ -1,37 +0,0 @@ -** Meeting regarding Renewal and Feature improvements - Attendees: - -- James Cambpell - -- Ali - -- Will Sigsworth - -- Mark Geller - -- Chloe Fall - - Ben Clarke - - Norm Rasmussen - - Kat Kenny - -Notes: - - Desire for localized sites are high - - James being pressured for more localized content - - Spanish course is still highly reviewed and people are excited about it. - - (-) Norm to schedule a meeting with both tech teams - - Renewal: - - Can we get a signature with an opt-out clause? - - Both tech teams will need to discuss the delay issue in Production - - Who else needs to be part of the renewal discussion? - - If we add an opt-out clause, legal team will need to be involved. - - All renewals need go back through the procurement/vendor review process. - - Vendor review includes finance and security teams - - Kat: Who else needs to be involved? CFO? Who else can put a stop to this? - - Gainsight has "buddy" alignments from our CFO to your CFO. Is Hydran involved in vendor review? - - James: No. Steve Kitely reports to her and is in charge of vendor review? - - Kaisa no longer involved. Does not need to be added back in. - - Kat set expectations: I doubt we will get all of these in the next 60 days, but next steps of getting a tech team - - Mark and Genet - - Other Complication from James: - - A user got a weird url: `https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af#sso-widget` - - When a user clicked that, they weren't able to unlock the getting started course. - - Screen recording of the behavior: `https://sharing.pipedrive.com/v/sFQfqr` - - When a user removes #sso-widget the problem goes away. - diff --git a/Customer_Notes/Pipedrive/Slack Message to team 8.10.23.norg b/Customer_Notes/Pipedrive/Slack Message to team 8.10.23.norg deleted file mode 100644 index 31064509..00000000 --- a/Customer_Notes/Pipedrive/Slack Message to team 8.10.23.norg +++ /dev/null @@ -1,29 +0,0 @@ -Team, I've had the opportunity to chat with many of you individually to discuss the action item list for Pipedrive. As a -reminder of the topics discussed on Monday, [here is the -recording](https://northpass.zoom.us/rec/share/jg6aA71ibeYtyj8lJh8hqehp29nxZWugSnSdyLlamrbyJx5kF_j2psQYXzNs02zF.H1nLH-8UyUnLDBGD). -The passcode is `8@^z6zJG`. - -I can't impress enough upon everyone how time sensitive these items are. Kat and I are chatting with Pipedrive at 9:30am -EST on Tuesday to get a better understanding of the client's needs. With Gainsight's Recharge day on Monday and Poland being off on Tuesday, I'm a bit afraid we've lost some precious time here. - -There are two tracks that we've committed to as a team for saving Pipedrive. They are the following: - -1. Bartosz, Adam, and the engineering team will investigate all the items on [the spreadsheet](https://docs.google.com/spreadsheets/d/1CfiXSZankDRsBSYzVIMdW-M-7_oU0seqYozADoKLN1Y/edit#gid=937292276) that SE cannot solve for and report back to Joris and Allyson with an estimated time frame and resource spend needed to bring those features to light and parity for Pipedrive's needs. Joris and Allyson will then decide the best direction regarding engineering's findings and the planned roadmap. - -2. Charlie and the SE team will clean up the code in Pipedrive's templates to improve efficiency. This will be done in -sandbox first and then moved to production if need be so that engineering can reproduce the delay behavior and investigate causes and areas of improvement. - -Regarding one - have any findings been reported to Allyson/Joris yet? Joris is on PTO as of tomorrow, so please let -Allyson know what you find ASAP. In the meantime, Adam/Bartosz, do you have any information that Kat and I should know about that will help inform our discussion with Pipedrive on Tuesday? - -Regarding two - today's discussion made clear that the delay behavior is not acting as expected in the sandbox. As -engineering needs to mimic this behavior as closely as possible, we will reinstate the templates and language picker in -production as early as possible tomorrow morning. Charlie, can you please make sure an SE in Poland makes these changes -to Pipedrive's Production academy as early as possible tomorrow so the engineering team can investigate? - -I will inform Pipedrive this evening of this temporary change. - -Big day tomorrow, and I hope we'll be able to uncover key information for Pipedrive. Please let me know if you have any -questions or concerns. - - diff --git a/Customer_Notes/Skuid/08.24.23.norg b/Customer_Notes/Skuid/08.24.23.norg deleted file mode 100644 index 423c882f..00000000 --- a/Customer_Notes/Skuid/08.24.23.norg +++ /dev/null @@ -1,17 +0,0 @@ -* Skuid Certification Marketing - - No marketing team right now - all let go - - Anna is on Product Growth team but they aren't a marketing team - - I showed Anna the SCA and to use these people that started the practice exam but not taken the real exame - - Google Analytics views might be helpful - who has clicked the Regsiter button but not paid. - - Can Anna get this information in a Skuid dashboard? She will see. - - In Hubspot she may see who is interesting - Anna to explore. - - Goal is to have a clear path for when leadership says "we need to sell more certifications" - - Do Anna's boss have a goal for # of certs sold per quarter? No. - - Anna hasn't had time to think much about strategy and long-term options. - - Anna and Sarah accepted that they will be on the Customer Education advisory board. - - Confirmed Renewal is happening. - - What is Sarah's role? She is the Director of CS and Support. - - They use product board to connect customer feature requests to existing accounts - - She has some people that are both in the employee and customer academy and wants to sync up their progress and - courses. - - FEAT: Mark as complete button. Bonus: mark as 50% complete. diff --git a/Customer_Notes/SwiftMedical/08.25.23.norg b/Customer_Notes/SwiftMedical/08.25.23.norg deleted file mode 100644 index 94b415ff..00000000 --- a/Customer_Notes/SwiftMedical/08.25.23.norg +++ /dev/null @@ -1,33 +0,0 @@ -* Meeting Notes: - - Company is obsessed reboot. - - No need for any co-marketing. Maybe a post with the learn page format. -** New Instance: - - Sales focused open access instance - - Login freely - - Less course focused and more "access" and CMS-esque - - Need open access - maybe omnisend with uuid creation - - Totally open content - - Not going to happen before January. - - This instance would be connected to swift's website. - - Swift has a learn page currently, but not with anything of value. Not all the links work. - - This instance would switch out the learn portion of their website. - -** Search Functionality - - This is a huge pain point. - - "No body really knows what I do, broadly" but when people test it they complain and say "why doesn't this work the - way I expect it." - - Expectation: The expect something useful to pop up but nothing pops up because of smart searching - TODO: Create Prop to hide from search results. - TODO: Enable search query dashboard on Swift Medical - - Preferably, activities will show up. The courses overall aren't helpful in search results. - - Something she's seen in other systems is clicking a star which would bump the result to the top of the list. - - Determining which is "special" or important from Swift Medical's perspective. - -** Certifications - - Would like a custom certification finished by January. - - They might have new branding by January. - - Will need the public certifications. Linkedin is huge. - -** Linking to a Document: - - Open doc directly from another page without authentication - - Kayla is used to this with all higher ed LMSes and would like for this to be Northpass Functionality. diff --git a/Customer_Notes/Walmart_Spark/08.23.23.norg b/Customer_Notes/Walmart_Spark/08.23.23.norg deleted file mode 100644 index acb64fee..00000000 --- a/Customer_Notes/Walmart_Spark/08.23.23.norg +++ /dev/null @@ -1,37 +0,0 @@ -* External Attendees: - - Krystal, MJ, Travis P, Frank -* Internal Attendees: - - Charlie, Kaitlyn, Norm - -** Categories: - - Some confusion on how categories should be managed. - - MJ to re-share the categories doc with Krystal, some placement might want to be updated. - - Hopefully done by next meeting. They will deliver a final state of categories. - - We will need new category images if any of the categories get changed. - - Categories get hard coded with their images! - -** Search Description: - DONE:O: Norm to deliver length of each description for search. - - Spark will then decide if its a necessary priority. - -** RC Search: - - This came back to Travis from another team member. - - Someone named Matt Krise brought this up to Travis - - Go back through search analytic tool and add the hidden tags to those activities. - - This is what you add to the html code block of an activity: - @code html -
- keyword 1, keyword 2, keyword 3 -
- @end - -* Content Meeting - - Krystal noticed that resources are in alphabetical order until you reach the end. - - At the end, (State by State) it goes back to Cancel a trip. - - Resources are ordered by tag first (new, in progress, etc) - - What Krystal liked about Edume: a feature taps into social media uses such as reels, and shorts. - It gives training quickly and accessible. - This is the direction Walmart needs to go in. - Spotlight these short videos would make us a lot more marketable. - Krystal and her director need these stories type interactions. diff --git a/Customer_Notes/Wild_Health/08.22.23.norg b/Customer_Notes/Wild_Health/08.22.23.norg deleted file mode 100644 index 8dd8c1a4..00000000 --- a/Customer_Notes/Wild_Health/08.22.23.norg +++ /dev/null @@ -1,20 +0,0 @@ -* Sync with Bailey and Abby - - Abby leaving and Bailey taking over. - - Abby: "we have all the time in the world to get in honed, but we need to get it set up now for July of 2024." - - They have already sold some January cohorts. - - With learning Path and the ability to sell - coaching track would cost more than non-coaching - - Both have precision medicine modules, coaching has additional modules. - - Right now it is "ignore this, pay attention to this" and they want this separated. - TODO: Ask about product codes for Learning Paths and selling Learning Paths - - Question 2: Is there a way to set the drip pattern in a Learning path - - 3 products starting next July that all need to be in Learning Paths. - - They are hoping this new functionality allows them to sell in various learning paths. - - Products: Coaching Track, Training Program, Self-guided (Precision Medicine of Fundamentals) - - Open to other suggestions but the biggest priority is the consolidation of courses. - -*** If it were to work: - - Precision Medicine 1-12 in a Learning Path - - Fundamentals are Carbon copies right now, with this transition they want to consolidate courses so they only - have to update them once. - - Trei on paternity leave until end of September. Analytics changes for 2024. diff --git a/Customer_Notes/William_Sonoma/08.22.23_Implementation.norg b/Customer_Notes/William_Sonoma/08.22.23_Implementation.norg deleted file mode 100644 index 0aafecd5..00000000 --- a/Customer_Notes/William_Sonoma/08.22.23_Implementation.norg +++ /dev/null @@ -1,28 +0,0 @@ -* Implementation Call - - Patrycja out sick with Migraine - - Aubrey also couldn't attend. She is Senior Manager in charge of budgets, headcount, attrition. - - Pam is manager of L&D - keeper of the courses and content. - - Tyler is the "building genius" to make sure everything is maintained and functioning. - - LMS will be Pam and Tyler's responsibility, mostly. - - Internal use case - - They have used other LMS' in the past. - - They have a new hire "down and dirty" path that takes 4 weeks. That's one use case. - - Second use case is for upskilling. Training for supervisors, new managers, etc. - - Auth: Combo authentication. - - Timezones - Tyler and Pam: CST, Aubrey: PST - - No meetings on Mondays for Tyler and Pam. - - "Classes start" on Mondays, so they get hectic. - - Standing meeting on Tuesdays at 12pm CST. - - October 31st is when their old LMS contract expires - Docebo - - Their first LMS was with absorb (2 years) and then 3 years with Docebo. That's what they are coming off of. - - They will do most of their design themselves. They have photography files. - - One or two classes/batches that will have to be planned how to transfer them to Northpass. - - They use "branches" for each course and group. ABCD groups. - - They are currently using a very "home grown" system. Associate Management System. It doesn't tie into anything - bigger. - - Down and Dirty people access via a direct link. - - Current domain for their Docebo academy: "https://williamsonoma.docebosas.com" - - No IT resources are expected from WS. - - They will be tied into their SSO network - PING. - - They don't want to give them their full login until they have passed their WFH systems check. <-- this is mostly IT - stuff. Not courses. It mostly falls on recruiting. diff --git a/Customer_Notes/Zenjob/08.23.23.norg b/Customer_Notes/Zenjob/08.23.23.norg deleted file mode 100644 index 88d523fb..00000000 --- a/Customer_Notes/Zenjob/08.23.23.norg +++ /dev/null @@ -1,24 +0,0 @@ -* Attendees: - - Christopher Jimenez - Security/Product/Engineering - - He's concerned about the CDN url being open. - - Can we add an endpoint/additional layer of clicking that link so that an attackers cannot somehow get access to the URL? - - He's open to starting with what we have and adding this in the future. - - If this security works, he wouldn't even want these files in Google Sheets. - - Ideally, they will rotate the api keys every month. - - Pre-signed URLs is the theory here. - - Analytics Extracts with encrypted API might work. -*** Question about API: - - He wanted to see if he could connect directly to Salesforce. - - The people endpoint isn't returning all the info necessary such as email, etc. - - *** Lukasz's Idea: - - The link in the looker dashboard would make a POST request - - This link passes the UID for the assignment - - Then extract from Northpass API the appropriate submission - - Lukasz decoded the filestack url and it said that it should become invalid after 48 hours - -** Testing CDN Filestack Links: - - URL 1: "https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN" - - URL 2: "https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN" - - URL from incognito: "https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN" - diff --git a/Customer_Notes/Zenjob/08.29.23_Renewal.norg b/Customer_Notes/Zenjob/08.29.23_Renewal.norg deleted file mode 100644 index eb52f2f5..00000000 --- a/Customer_Notes/Zenjob/08.29.23_Renewal.norg +++ /dev/null @@ -1,10 +0,0 @@ -* Renewal Discussion with Yigit at Sastrify -** Notes: - - Case study for discount? - - Additional hours, 25% discount? - - Will the 25% discount be part of the renewal? - - Let's say 75k with the 25% discount and then they purchase 15 hours @ 200 - -- This increases ARR to $78k - -- Then if they do a case study, 25% on the hours, bringing it to $150/hr. - - Yigit moving to Madrid, off all of next week. - TODO: Speak to Finance about discounts and options. Ask what the goal is. diff --git a/Customer_Notes/index.md b/Customer_Notes/index.md new file mode 100644 index 00000000..f8e685dd --- /dev/null +++ b/Customer_Notes/index.md @@ -0,0 +1,47 @@ +# Customers + +## Anthology + +- [Anthology/08.25.23.md](#anthology082523md) + +## Skuid + +- [Skuid/Data%20Discussion%20-%2008.10.2023.md](#skuiddata20discussion20-2008102023md) +- [Skuid/Data2%20-%2008.11.2023.md](#skuiddata220-2008112023md) +- [Skuid/08.24.23.md](#skuid082423md) + +## Swift Medical + +- [SwiftMedical/08.25.23.md](#swiftmedical082523md) + +## Pipedrive + +- [Pipedrive/Slack%20Message%20to%20team%208.10.23.md](#pipedriveslack20message20to20team2081023md) +- [Pipedrive/08.24.23-Internal_Sync.md](#pipedrive082423-internalsyncmd) + +## Wild Health + +- [Wild_Health/Friday%20Sync%20-%2008.11.23.md](#wildhealthfriday20sync20-20081123md) +- [Wild_Health/08.22.23.md](#wildhealth082223md) + +## G2 + +- [G2/08.21.23.md](#g2082123md) +- [G2/08.22.23.md](#g2082223md) + +## William Sonoma + +- [William_Sonoma/08.22.23_Implementation.md](#williamsonoma082223implementationmd) + +## Big Ideas + +- [BigIdeas/Quiz_feedback.md](#bigideasquizfeedbackmd) +- [BigIdeas/08.24.23_Technical_Discussion.md](#bigideas082423technicaldiscussionmd) + +## Zenjob + +- [Zenjob/08.23.23.md](#zenjob082323md) + +## Walmart Spark + + - [Walmart_Spark/08.23.23.md](#walmartspark082323md) diff --git a/Customer_Notes/templates/meeting.norg b/Customer_Notes/templates/meeting.norg deleted file mode 100644 index c6802e56..00000000 --- a/Customer_Notes/templates/meeting.norg +++ /dev/null @@ -1,16 +0,0 @@ -* Client: -** Attendees: - - Norm Rasmussen - - -** Topic 1: - - - - - - - - - -** Topic 2: - - - - - - - - - diff --git a/Ghost_Notes/anthology_ghostnote.norg b/Ghost_Notes/anthology_ghostnote.norg new file mode 100644 index 00000000..70bed5d7 --- /dev/null +++ b/Ghost_Notes/anthology_ghostnote.norg @@ -0,0 +1,44 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown + Hi Easton, + + 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 + - Customer Name: Anthology + - ARR: $95,000 + - Renewal: 1/1/24 + - Contact Title/Name: Nicole Melander - VP, Education and Adoption Services + - Anthology is a subsidiary of Blackboard, Inc - they were acquired in October of 2021. + - Anthology recently soft-launched their academy to a subset of customers based on what products they have purchased. + - 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. + - 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. + - What they are the most satisfied with is the level of service, creativity, and customization that Northpass provides. + - 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). +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: nmelander@anthology.com +Subject: Gainsight | Anthology: Exec Check-in + +Hey Nicole, + +Thanks for being an awesome Northpass customer - we love serving Anthology and being part of your customer education journey. + +Norm is having a blast working with you and is excited about the evolution of your learning program. + +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. + +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. + +I am looking forward to it! + +Take care and best, +Easton +@end diff --git a/Ghost_Notes/doordash_ghostnote.norg b/Ghost_Notes/doordash_ghostnote.norg new file mode 100644 index 00000000..856fb58b --- /dev/null +++ b/Ghost_Notes/doordash_ghostnote.norg @@ -0,0 +1,40 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown +Hi Easton, + + Below is a note for you to send to check in with a Trevor Reader, Head of Dasher Growth at Doordash. This outreach is because we've had limited engagement with this exec. + + - Customer Name: DoorDash + - ARR: $324,000 + - Renewal: 1/1/24 + - Contact Title/Name: Trevor Reader, Head of Dasher Growth + - Due to selling this deal, Travis Nardin has handled the CS portion of DoorDash for the majority of their lifecycle. I began assisting Travis in January of 2023 and have fully taken over the account in July of 2023. + - This account's usage of CE is limited to New Zealand with hopes of expanding into other markets as they see success. + - Biggest risk for accounts of this size is them building their learning interface on their own. + - Renewal is on Jan 1, but it is not an annual contract. Previous renewal was on 7/1, and they have a 6 month contract agreement. + - They are least happy with the lack of flexibility for making interactive content. + - They are most happy with the level of service that Travis Nardin and I have provided them as well as the clarity of technical documents for their devs to integrate us into their app. +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: trevor.reader@doordash.com +Subject: Gainsight | DoorDash: Exec Check-in + +Hey Trevor, + +Hope you’re doing well! My name is Easton Taylor, SVP of Customer Success here at Gainsight. As you may have heard, we recently acquired Northpass. I'm keen to hear your feedback on our CE product and service and understand your vision for your learning program. + +I've CC'd my EA, Kate Richman to work with you on getting a time set up soon! + +I look forward to meeting with you! + +Easton +@end diff --git a/Ghost_Notes/larson-bigideas_ghostnote.norg b/Ghost_Notes/larson-bigideas_ghostnote.norg new file mode 100644 index 00000000..1f035ee4 --- /dev/null +++ b/Ghost_Notes/larson-bigideas_ghostnote.norg @@ -0,0 +1,45 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown + Hi Steve, + + Below is a note for you to send to check in with Jason Shilt at Big Ideas Learning. This outreach is because Jason is spearheading a project to expand Northpass' usage across other areas of Big Ideas including CS, and selling Professional Development Courses. + + - Customer Name: Big Ideas Learning (owned by Larson Texts) + - ARR: $30,000 + - Renewal: 1/1/24 + - Contact Title/Name: Jason Shilt, Sr. Vice President Sales, Marketing, and Customer Experience + - I met Jason in the spring as he presented to me (along with my main Point of Contact) this idea to better leverage Northpass across other areas of the Big Ideas business. + - Their clients are school districts but the actual users are teachers. They do not have a lot of direct contact with teachers, but this group can deeply influence an admins experience and renewal. + - Contracts are 4-5 years but what often happens is that there is no interaction or valuable touches between Big Ideas and the district in years 2-4. So when the renewal comes up clients churn because they feel like they aren't getting any value. + - Their CS team is new and they would be leveraging Northpass to send materials and information to clients are value-add touches during that "quiet period". + - Northpass is leveraged in multiple ways by the team. They want to continue to use those different ways and try to implement some new +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: jshilt@larsontexts.com +Subject: Gainsight | Big Ideas: Exec Check-in + +Hey Jason, + +Thanks for being an awesome Northpass customer - we love serving Big Ideas Learning and being part of your customer education journey. + +Norm is having a blast working with your team and is excited about the evolution of your learning program. + +As the former founder and CEO of Northpass, and now Gainsight's new SVP of Strategy for Customer Education, 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. + +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. + +I am looking forward to it! + +Take care and best, + +Steve +@end diff --git a/Ghost_Notes/spscommerce_ghostnote.norg b/Ghost_Notes/spscommerce_ghostnote.norg new file mode 100644 index 00000000..56bed7a1 --- /dev/null +++ b/Ghost_Notes/spscommerce_ghostnote.norg @@ -0,0 +1,45 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown + Hi Steve, + + Below is a note for you to send to check in with Matt Shroyer at SPS Commerce. This outreach is because Matt has expressed concerns with the acquisition mostly around his rocky journey with Gainsight's CS platform. + + - Customer Name: SPS Commerce + - ARR: $51,000 + - Renewal: 1/1/24 + - Contact Title/Name: Matthew Shroyer - Manager II, Customer Experience Design + - This account is really happy with Northpass, but less excited about CS. The strategy is to "move money around" so that the overall ARR of SPS doesn't go down, but might get allocated to Northpass/CE. + - In particular, Matt has said that he is very satisfied with you, Steve, and the culture and organization you've built. + - The next priority for Matt & team is to redesign the academy so it looks better for their end users. There is the potential to bring in their dev team to embed us into their app. + - They have confirmed they will renew with Northpass, but we need to uncover if there is budget for the redesign - we will want to package this as an expansion and upsell. + - The biggest risk with SPS is the course builder. It is not interactive and dynamic enough and a lot of their questions/grievances come with asking for workarounds with the course builder. +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: mlshroyer@spscommerce.com +Subject: Gainsight | SPS Commerce: Exec Check-in + +Hey Matthew, + +Thanks for being an awesome Northpass customer - we love serving SPS Commerce and being part of your customer education journey. + +Norm is having a blast working with you and is excited about the evolution of your learning program. + +As the former founder and CEO of Northpass, and now Gainsight's new SVP of Strategy for Customer Education, 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. + +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. + +I am looking forward to it! + +Take care and best, + +Steve +@end diff --git a/Ghost_Notes/template_ghostnote.norg b/Ghost_Notes/template_ghostnote.norg new file mode 100644 index 00000000..715659cb --- /dev/null +++ b/Ghost_Notes/template_ghostnote.norg @@ -0,0 +1,45 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown + Hi {{exec}}, + + Below is a note for you to send to check in with an exec at Account Name. This outreach is because we've had limited engagement with this exec. + + - Customer Name: ABC Company + - ARR: $32,000 + - Renewal: 11/3/23 + - Contact Title/Name: Jessica Rabbit - Chief Learning Officer + - This account recently launched their academy and is really excited about all that they can do with CE. They've even requested another instance. + - They've shared some frustrations that we don't have silent publishing + - Their renewal is coming up on November 3rd and we want to establish ATL Exec Sponsorship + - They were just acquired by Company XYZ and we want to ensure there's no risk to the renewal + - Jessica was just promoted to Chief Learning Officer in June +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: [CONTACT EMAIL] <-- Fill this in for the Exec +Subject: Gainsight | {AccountName}: Exec Check-in <-- Fill this in for the Exec + +Hey [CONTACT FIRST NAME], <-- Fill this in for the Exec + +Thanks for being an awesome Northpass customer - we love serving [Company Name] and being part of your customer education journey. + +[CSM Name] is having a blast working with you and is excited about the evolution of your learning program. + +As the former founder and CEO of Northpass, and now Gainsight's new SVP of Strategy for Customer Education, 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. + +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. + +I am looking forward to it! + +Take care and best, + +{{ exec }} +@end diff --git a/Ghost_Notes/walmart-spark_ghostnote.norg b/Ghost_Notes/walmart-spark_ghostnote.norg new file mode 100644 index 00000000..5b580fef --- /dev/null +++ b/Ghost_Notes/walmart-spark_ghostnote.norg @@ -0,0 +1,42 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown +Hi Easton, + + Below is a note for you to send to check in with a Moe Kahn, Senior Director, Strategy & Operations - Driver +Experience at Walmart - Spark. This outreach is because we've had limited engagement with this exec. + + - Customer Name: Walmart - Spark + - ARR: $820,000 + - Renewal: 1/1/25 + - Contact Title/Name: Moe Kahn, Senior Director, Strategy & Operations - Driver Experience + - Walmart - Spark has signed a two-year contract that renews on 1/1/25. +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + +@code markdown +To: moe.kahn@walmart.com +Subject: Gainsight | Walmart Spark: Exec Check-in + +Hey Trevor, + +Thanks for being an awesome Northpass customer - we love serving DoorDash and being part of your Dasher education journey. + +Norm is having a blast working with you and is excited about the evolution of your learning program. + +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. + +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. + +I am looking forward to it! + +Take care and best, + +Easton +@end diff --git a/Ghost_Notes/zenjob_ghostnote.norg b/Ghost_Notes/zenjob_ghostnote.norg new file mode 100644 index 00000000..e711c1f3 --- /dev/null +++ b/Ghost_Notes/zenjob_ghostnote.norg @@ -0,0 +1,41 @@ +* INTERNAL STAKEHOLDER NOTE +** Instructions: + - 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. + +@code markdown +Hi Kat, + + Below is a note for you to send to check in with a Viky Macho, Operational Team Lead and Project lead at Zenjob. This outreach is because we've had limited engagement with this exec and she only inserts herself into meetings with legal or big-picture operational questions. + + - Customer Name: Zenjob + - ARR: $75,000 + - Renewal: 10/31/23 + - Contact Title/Name: Viky Macho, Operational Team Lead + - Their procurement vendor, Sastrify, has already reached out to me to discuss their renewal, which is a good sign. + - Zenjob asks for A LOT of customizations and often changes things previously decided on despite my advice that it may not be wise. It is communicated to me that they need the changes. + - This is a gig economy use case and they call their end users "talents". + - Overall, they are very satisfied with everything we've done for them. + - Their next priority is to stop using Typeform for legal documents and use Northpass instead, but are concern with some security items. +@end + +* EXTERNAL EMAIL TO SEND FROM EXEC +** Instructions: + - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their + email and send it to the contact you've provided. + + @code markdown +To: viktoria.macho@zenjob.com +Subject: Gainsight | Zenjob: Exec Check-in + +Hey Viky, + +Hope you’re doing well! My name is Kat Kenny and I lead our CS teams for both Gainsight PX as well as our newly acquired company, Northpass. As I take on this exciting new venture leading the Northpass CS team, I am looking to meet with key stakeholders to capture any feedback and align on your vision in working with our company. + +I have added in some upcoming availability below - let me know what works best. + +<< INSERT CALENDLY SLOTS >> + +I look forward to meeting with you! + +Kat +@end diff --git a/Scripts/GAS_GS/TalkspaceBBHR_Logs/.clasp.json b/Scripts/GAS_GS/TalkspaceBBHR_Logs/.clasp.json new file mode 100644 index 00000000..aa7ebd48 --- /dev/null +++ b/Scripts/GAS_GS/TalkspaceBBHR_Logs/.clasp.json @@ -0,0 +1 @@ +{"scriptId":"1J67hkjP_XeHv68LoV5hu95pcN-BsdleGL2KHwoX1DZo5le9512Q1HNpB","rootDir":"/Users/normrasmussen/Documents/Work/Scripts/GAS_GS/TalkspaceBBHR_Logs"} diff --git a/Scripts/GAS_GS/TalkspaceBBHR_Logs/TalkspaceBBHRLogs.js b/Scripts/GAS_GS/TalkspaceBBHR_Logs/TalkspaceBBHRLogs.js new file mode 100644 index 00000000..efa4bbe8 --- /dev/null +++ b/Scripts/GAS_GS/TalkspaceBBHR_Logs/TalkspaceBBHRLogs.js @@ -0,0 +1,56 @@ +function checkBamboo() { + const apiKey = 'okhjnTXhK2L96z2TKswBXeHeK'; + var api_url = 'https://api.northpass.com/v2/apps/bamboo_hr'; + const settings = { + async: true, + crossDomain: true, + method: 'GET', + headers: { + accept: 'application/json', + 'X-Api-Key': apiKey + } + }; + const sendMsg = UrlFetchApp.fetch(api_url, settings); + var txtResponse = sendMsg.getContentText(); + var parseProps = JSON.parse(txtResponse); + var switched_on = parseProps["data"]["attributes"]["switched_on"]; + var configured = parseProps["data"]["attributes"]["configured"]; + + var now = new Date(); + var datetime = Utilities.formatDate(now, 'America/New_York', 'MM/dd/yyyy - HH:mm'); // Today + + // var emailQuotaRemaining = MailApp.getRemainingDailyQuota(); + // console.log(emailQuotaRemaining) + + // This is just for testing purposes tp make sure the emails work. This setup did. + // MailApp.sendEmail("nrasmussen@northpass.com", + // "cbencivenga@northpass.com", + // "BambooHR Is Down", + // "Your Bamboo HR Integration is currently turned off." + // ); + + if (switched_on == "false" && configured == "false") { + MailApp.sendEmail("nrasmussen@northpass.com", + "BambooHR Is Down", + "Your Bamboo HR Integration is currently turned off." + ); + } + + if (switched_on == "false" && configured == "false") { + MailApp.sendEmail("jenna.cherry@talkspace.com", + "BambooHR Is Down", + "Your Bamboo HR Integration is currently turned off." + ); + } + + // var sheet = SpreadsheetApp.openById('1dJJ4no9j4sJ8fKvhxh6mGiailv4YyI0EsqvjJPYVtIM'); + var ss = SpreadsheetApp.openByUrl('https://docs.google.com/spreadsheets/d/1L4Ec9FgL0zKMafdMmYUrOF7skbKrnSv8o-A6avXMNPk/'); + // Old Spreadsheet below + // var ss = SpreadsheetApp.openByUrl('https://docs.google.com/spreadsheets/d/1dJJ4no9j4sJ8fKvhxh6mGiailv4YyI0EsqvjJPYVtIM/'); + var sheet = ss.getActiveSheet(); + var lastRow = sheet.getLastRow()+1; + console.log(lastRow) + sheet.getRange(lastRow, 1).setValue(datetime); + sheet.getRange(lastRow, 2).setValue(switched_on); + sheet.getRange(lastRow, 3).setValue(configured); +} \ No newline at end of file diff --git a/Scripts/GAS_GS/TalkspaceBBHR_Logs/appsscript.json b/Scripts/GAS_GS/TalkspaceBBHR_Logs/appsscript.json new file mode 100644 index 00000000..3cf1d247 --- /dev/null +++ b/Scripts/GAS_GS/TalkspaceBBHR_Logs/appsscript.json @@ -0,0 +1,7 @@ +{ + "timeZone": "America/New_York", + "dependencies": { + }, + "exceptionLogging": "STACKDRIVER", + "runtimeVersion": "V8" +} \ No newline at end of file