customer notes updates

Scripts/Confluence_Notes/SampleNotes/LarsonTexts.md

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+## 8/25/22 
+
+**3 Points for our Meeting:**
+* Analytics
+    * First back to school season, in October post-mortem report on how year one went
+    * Wants to discuss data points that would lead to ROI and KPI
+    * Survey or NPS scores 
+    * Email other important metrics for analysis 
+* These numbers are very low compared to the number of people invited 
+    * The number of groups is the number of total invited groups/clients
+    * People can opt out, 
+
+**Flow:**
+    1. Auto email goes out with a description of how to get into the academy
+    2. No one clicks
+    3. 110 clients have been invited and each client is a districts
+    4. Each district could be 2 people or 30 people 
+    5. Are they enabling their distcits to forward the emails along?
+
+### Custom Reports
+
+**Requested Data in Reports:**
+* Group Name + Created + Members
+* List of People not Necessary
+* Back to School Season needs it Weekly
+* Last week of July to Last week of September
+* Friday Morning Delivery
+* No Group ID 
+
+> Overall goal is spending less time in live trainings with small districts (<$50,000)
+> This time last year, 35% of trainings were spent with small accounts
+> This year, 26%! A 10% change. 
+
+115 actually did training, ~350 hours
+This is just training time, hours for travel and planning isnt' factored in
+This has been successful now and is positioning for something better in the future
+
+Idea has been floated to sell stuff in the future. No timeline or roadmap for this.
+
+Low enrollments because District Contact invites teachers to the platform
+Larson isn't in control of the communications 
+Might be more comfortable a year from now helping with that
+It is a sticking point to be in control of teacher's emails and contacts 
+
+**Other ideas:**
+* SSO for their district
+* BigIdeasMath.com is where learner's sign in right now
+* Can we consolidate a single authentication method?
+* Integrations with:
+** Salesforce, Hubspot, Pendo, No BI Tool 
+
+**Next 6-8 Months:**
+* Back to school "ends" mid-September
+* Oct-December - Focus on Sales
+* Jan - Mar - Continued Sales
+* Launching new product segment, Elementary
+    * Launched & Begin Sales Fall 2022
+    * Implemented 2023
+    * Trained by April 2023
+    * Development of Resources in February 2022
+* April is "next year" of Northpass
+* Integrations, Design, and any other changes should be completed by April of 2023
+* Wait until November for New Conversations
+
+## 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 
+* They also need to train their partner, Geographic Learning 
+* Throwing around the idea of using Northpass for this 
+* GL needs accountability - share recording, small quiz, check they are done 
+* Can we use sales training and track actual sales? 
+* Add ammo for Sophia's case
+* Workflow: attend the live session > Test knowledge > 
+* [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:
+    * Did you attend live training on {date}?
+        * If yes --> Free form course, review material, No quiz (resource)
+        * If no --> Milestones, videos, and quiz 
+* There are weekly trainings, that are live
+    * 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. 
+
+## 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:
+