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Norm Rasmussen
2022-10-10 17:28:58 -04:00
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CustomerNotes/G2/G2.md
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# G2
## Kick off Call
!*!
## 8/12/2022
### Kick off Call!
* How can I be helpful for the first week?
* Launched by September 14th
* Full launch
@ -24,19 +26,22 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Salesforce integration
* Launch with 9 courses
* [ ] Back to my courses should go to dashboard on all courses
* [ ] Header: Remove completey, everything should move up
* [ ] LX: change header to grey
* [ ] Remove header in Templates
* [ ] Remove events from Homepage
* [ ] Remove two buttons on homepage
* [ ] Marketo - workflows? What data into marketo that can come from salesforce?
* [X] Back to my courses should go to dashboard on all courses
* [X] Header: Remove completey, everything should move up
* [X] LX: change header to grey
* [X] Remove header in Templates
* [X] Remove events from Homepage
* [X] Remove two buttons on homepage
* [X] Marketo - workflows? What data into marketo that can come from salesforce?
* [ ] Update ILT Reg Page
* [X] Register Button Copy > Learn More
* [ ] https://TBD.TBD.com
* [X] Remove Learning Paths from Templates (Homepage + Subnav)
## Meeting with Meesha & Sara re: Workato
!@#
!*!
## 09/02/2022
### Meeting with Meesha & Sara re: Workato
* Meesha's Goal - best way to implement Northpass?
* Best Practices - What's going to work for them?
* Ideal usage of Data?
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* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
* Lofty goals? Not yet, most will be on the marketo side
* Setup customer MQL
!@#
!*!
## 10/03/2022
* Make lessons on cards clickable - should enter course overview page.
* CTA button on overview page - back to courses?
* [ ] CTA button on overview page - back to courses?
* On homepage too: add sub navigation - home, dashboard, catalog
* Keep subnav on /app/dashboard and add it to home page.
* Chat icon in G2 was overlapping with the continue buttons
@ -65,4 +72,24 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* Erin to take over content & overall admin responsbilities
* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
* First Certifications Discussion Mid December to plant seed
*
!@#
!*!
## 10/02/2022
* Wants to hear best practices on:
* AppCues Cadence
* Best time to share courses in product
* Using courses for onboarding (Reference Kadince?)
* Erin slowly transitioning to full admin
* Creating quizzes from two courses. Testing it out.
* Wants to add video activities
* Asked Sales/AE to test out the academy
* Asking for trends and questions that can turn into courses
* Erin attended Airmeet Webinar
* Liked how Pete talked about asking people to engage - print certs etc
* Question from Erin: can we do badging and sharing it on linked in?
* Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
* I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges.
* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
* Certs would allow them to become more indepth. G2 is more than just a review site.
!@#