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customer notes updates

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Norm Rasmussen
2022-10-24 21:56:30 -04:00
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commit 87c9130e24
9 changed files with 237 additions and 31 deletions
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31
CustomerNotes/G2.md
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@ -86,7 +86,7 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
* Certs would allow them to become more indepth. G2 is more than just a review site.
10/17/2022
## 10/17/2022
* Erin needs reports by tomorrow 10/18
* Wants to see:
* Who has finished a course
@ -95,3 +95,32 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
* They haven't had a report season since G2 launched
* But Winter reports are coming soon around the G2 Reporting Course
* Make sure the script is run to remove people from G2 group!
## 10/24/2022
### Weekly Check in
* Katlin's numbers/metrics presentation was really good
* Everyone super impressed with numbers
* Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos.
* The numbers were to be used on the CS and AE side, CS reports to CRO
* CRO owns both new and existing business.
* CRO was recently on a podcast
*What they are working on:*
* Erin working on next 3 courses
* Also adding some quizzes
* Wants to know how it affects completions
* Learners are jumping around to various activities
* Katlin's question:
* She met with her head of Documentation
* Numbers in Documentation matches with course completions & interests
* Documentation surrounding G2 quotes and widgets into channels and websites
* Course is called: Review Tracking and Brand Building
* Article is called: G2 marketing activities
* How can we A/B test? How can we take the learners and show them this new course?
* Move all learners who haven't started the OG course into a group with the new named course. Original half no access to new course. Track enrollments.
* This was just talked about last Friday
* Plan on launching the AB testing with next launch
* Promotion next week, Thursday
* Sending people to Reports course, specifically
* Prepping learners for report season
* Course highlight!
* Sending them G2U and sharing course.

15
CustomerNotes/JJSV.md
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@ -114,4 +114,19 @@ This is ONLY for the US
* Question - how do deactivations work with open access?
* User Audit Policies is what all the above logic and rules will be called.
* Melinda will pull new screenshots for her presentation and then provide the group with the registration link. Each person will register on their own to review the steps. Two reviews will happen to look for bugs and do some QA.
## 10/24/2022
* Tigue and one of his bosses/co-workers, Sanjiv Kochar, Under Opti799 Comms (Contractor)
* is "hammering" Melinda about dropping Northpass and using Vision Pro.
* Vision Pro sucks (according to Melinda)
* Vision Pro uses Drupal and
* They want to change the website, project is called "Project Headless"
* Q3 Launch of this type of new platform
* API Integration? For what?
* CMS is not a good solution for them. They strictly need an LMS. Other people think JJ needs a QMS, HRIS, CMS, etc. But Melinda knows they need an LMS.
* Melinda is off Thursday and Friday of next week - November 3rd & 4th.
* Run the inactive list/script just before their quarterly review, or every 6 months.
* This will be a closed pilot, only available to KOLs (key opinion leaders).
* May be able to do more without such legal review since it is for a select group of people.
* She is moving (movers show up) on 28th of November, so everything needs to be packed beforehand.
*

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CustomerNotes/LarsonTexts.md
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@ -1,7 +1,3 @@
# Meetings:
----------------
## 8/25/22
**3 Points for our Meeting:**
@ -66,9 +62,7 @@ It is a sticking point to be in control of teacher's emails and contacts
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations
-------------------
{expand: 9/8/22 }
## 9/8/22
* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
@ -78,8 +72,8 @@ It is a sticking point to be in control of teacher's emails and contacts
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
{expand}
---------------------
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
## 9/22/22
* Takes a course > single question:
@ -90,16 +84,15 @@ It is a sticking point to be in control of teacher's emails and contacts
* If they don't attend that, they need to do asynchronous training
* She wants to do scheduled release of sections, but a course per update might make more sense.
## Tasks
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
# Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
|--|--|--|
|
## 10/20/2022
*New Product Launch*
* Big sales training on this product happened
* They have recordings and bi-weekly follow up documents of all this new product knowledge
* She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
* Initiative fatigue in the company
* A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do.
* So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
* One of the challenges that Sophia is facing is the registration process for customers.
* Two things she wants to focus on next:
* Short term: Registration process is really messy. Authentication isn't clean for learner
* Long term:

20
CustomerNotes/Papa.md
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@ -106,3 +106,23 @@ Okta SSO - Ted, Security Team
* Mini went in and change all the manager permissions and made them the same across the board
* They shouldn't be deleting anything.
* Asked for screenshots from the trainers re: analytics issues.
## 10/24/2022
### Meeting with Tedd & Papa
* After much hassling, Tedd finally showed up for a meeting!
* He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
* Here are the requests:
* Full Name
* Email Address
* SSO UID
* What's happening is:
* He has two accounts, one is created based on group assignment in Okta, one from Northpass
* Everything is setup for the username to be picked up
* When he goes into his Okta dashboard, and clicks on Northpass SSO
* Drop down of profile shows papa and everything "appears fine"
* Email shows up in SSO UID
* To get this to work and show up as above, he had to do a few things in his profile.
* Said this is not how they usually setup and provision accounts with vendors.
* Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent.
* Kaitlyn to write up what Tedd needs to do to get the correct email.

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CustomerNotes/Walmart.md
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@ -49,3 +49,13 @@
* Resources for Contacting a Customer
* There were less people enrolled than the total of in progress and finished.
* Her boss is a numbers guy and eagerly asking about numbers.
## 10/21/2022
### No Meeting, notes and copy for Custom Dashboards communications.
*Request from Krystal on 10/10/2022*
> * Daily enrollment/group members tracking....want to visibly see the increase in enrollments to the RC in real time
> * Ability to view what the unique activity view of a course is (i.e. what activities did they review multiple times in a course) in real time
> * Ability to view course view/completion by zone...frequency of views/completions, average progress (similar to the single course analysis)