Small notes

CustomerNotes/Anthology.md

@@ -50,4 +50,4 @@ Norm to ask KC:
 
 * What is a constituent, learner, and global?
 * What is the main group & course structure? Company is the most common.
-* What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object.
+* What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object[.](2023-02-13_..md)

CustomerNotes/TripleSeat.md

@@ -3,16 +3,16 @@
 ## 9/21/2022
 
 * Iorad tried selling them "live" features
-* Their own domain or Iorad ontop of their app
+* Their own domain or Iorad on top of their app
 * Good at delivering first time training
 * Not sure when to follow up
 * Badging options
 * Integration with Churn Zero
 
-# Todo
-
 ## 11/15/2022
 
+### Todo
+
 ChurnZero integration:
 
 * Companies that churn do not remain in CZ
@@ -39,12 +39,12 @@ What is the current flow to allow clients access to their domain?
 * Don't want Northpass to be a gate keeping strategy
 * Site Review call and then get access to their domain.
 * How can we be "gate keeping" without fully denying them.
-* There is a lot of building and data-exchange just to build the flow.
+* There is a lot of building and data-exchange to build the flow.
 * Basecamp is the PM tool for users to fill in information, give over data, etc.
 * PSRs are diligent about making sure all the information is completed before the site review.
 * PSR = Professional Services Rep - they are the site builder architect and manager.
-* Order: Sales Manager > PSR > Onboarder > AM (AM<>CSMs are the same thing)
-* TSU comes into play with the Onboarder. Ideally, they will do some TSU stuff before the onboarding call.
+* Order: Sales Manager > PSR > on boarder > AM (AM<>CSMs are the same thing)
+* TSU comes into play with the on boarder. Ideally, they will do some TSU stuff before the onboarding call.
 
 Biggest Gap in Onboarding Process?
 
@@ -64,10 +64,14 @@ Customer Success Training: The 100 questions projects
 
 * Questions about the software, i.e. Navigation, updating password, etc
 * Some more specific questions that require searching and screenshot
-* Currently on a Google Doc that you just click through.
+* Currently on a Google Doc that you click through.
 * Nitty Gritty questions included.
 * One of Brian's biggest items is the 100 questions into Northpass.
 
 There needs to be some deviation between departmental training.
 In Brian's Mind: Upload the document to Northpass.
 Theory: How do you make internal training applicable to every employee? Finance and Engineering, etc.
+
+## 02/14/2023
+
+### Weekly - No Agenda