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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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CustomerNotes/LarsonTexts.md
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# Meetings:
----------------
## 8/25/22
**3 Points for our Meeting:**
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* 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
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* 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:
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* 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: