Moved Customer Notes

CustomerNotes/LarsonTexts/LarsonTexts.md

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+# Larson Texts
+
+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: 
+ Auto email goes out with a description of how to get into the academy
+ No one clicks
+ 110 clients have been invited and each client is a districts
+ Each district could be 2 people or 30 people 
+ Are they enabling their distcits to forward the emails along?
+
+# Custom 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
+    * They want to sell stuff in the future
+    * The idea is being planted, but its not happening yet 
+
+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
+
+## Meeting on 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 > 
+
+## Tasks
+* [ ] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
+* [ ] Add personalized message to /app. 
+* [ ] 
+