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.

CustomerNotes/Aiim.md

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+# AIIM
+
+## 10/11/2022
+
+### Sync with Georgina
+
+* The user receiving the communications is an ex-employee and that should say it all
+* They are okay with losing the subscription of that person
+* Wants to explore workflows
+* Launched their course with the password protected proctored test
+* Quiz has 120 min timer, same with Proctor-U settings
+* No failures is a good thing, they want everyone to pass
+* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
+* Using Accredible for certificates.
+* Accredible: make a group, make a certificate name same as group
+* It does some funny things with dates
+* Heavily using Workflows in Hubspot. Connected to Unific via Shopify
+* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
+* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
+* Large customers are invoiced separately, bold can't do $0.
+* She is just thinking about this, no engineering hours needed yet.
+* The other item she wanted to talk about:
+  * They just started using Services Hub
+  * Wants to know other client use cases
+  * Using typeform for reviews, but will start using services hub
+  * Mostly to gather feedback
+* What feature are they using Services Hub for mostly?
+* Service Hub is a HUBSPOT product
+* She got stuck on a workflow
+* CIP Exam, it should trigger for all learners not just a specific one
+  * But she is getting a trigger for "enter UID" which she doesn't want to do
+  * This should be for everyone.
+
+## 11/08/2022
+
+### Monthly Sync with Georgina
+
+* Setup an incredible workflow in Hubspot
+  * NP activation link
+  * Dropped into Hubspot > goes in contact field
+* Wants to explore gamification and badging
+* Self gratification
+* Wants to mimic duolingo
+
+## 12/20/2022
+
+### Year End Review & 2023 Planning
+
+Engagement is the big push.
+FEAT: Amazon & AI type recommendations, Peer selling, FOMO course enrollment
+More customers would be ideal, growth
+Adding courses, bundling of Learning Paths
+CIP is a big portion of their revenue, they want to add people and sell more CIP exams.
+Better Leveraging the Hubspot integration
+
+New President is only 2 weeks old but may have ideas
+
+_Analytics:_
+
+* Wishes she could jump into the person a bit more. Look at their "Journey". Self-serving with learner analytics for when they get tickets.
+* More for Admins
+* Pulling certain roles & attributes
+* Being able to impersonate that person, or move them to complete when they are stuck. View what they see.
+
+## 05/23/2023
+
+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.