From 96f021aa3812c61f99eb592909a2bdd3b3f30137 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Tue, 14 Feb 2023 10:18:02 -0500 Subject: [PATCH] Small notes --- CustomerNotes/Anthology.md | 2 +- CustomerNotes/TripleSeat.md | 18 +++++++++++------- Timetagger/_timetagger/users/norm~bm9ybQ==.db | Bin 364544 -> 364544 bytes 3 files changed, 12 insertions(+), 8 deletions(-) diff --git a/CustomerNotes/Anthology.md b/CustomerNotes/Anthology.md index b7df2ee8..2aeae2c7 100644 --- a/CustomerNotes/Anthology.md +++ b/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) diff --git a/CustomerNotes/TripleSeat.md b/CustomerNotes/TripleSeat.md index 2c4ac0f1..5511b2ff 100644 --- a/CustomerNotes/TripleSeat.md +++ b/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 diff --git a/Timetagger/_timetagger/users/norm~bm9ybQ==.db b/Timetagger/_timetagger/users/norm~bm9ybQ==.db index c1d4e9f36d977f3cf7d87f17c6a08b2119de67f9..83fc60f2366ddbad87ff314fafc669f15acad1b0 100644 GIT binary patch delta 393 zcmZozAl9%zY=Si7oryBejCUFnwk9wxde3}{QF1!#2ga35+$*=Q`@q=6xZUa#V?HN0 z7n5vYqHkfoZ(d~kmfws(%ml>D+qe8?31DH_$k@X$-OqtBdb)G~llb%l4ve8w&$G^C z;(f9`i;?v%H{*iIf&z1<9|&P&j|(X zL^dk1%QgwKv#`JvRx4$vRw`L3D8U4jbQF|wOMoJVX69zb7RJT~CP0xALxhNtr3FaD z2t{PF<0awg2J@NNjEYjrGE>Vz#uTF%W3FdmYGPt$W>o8V1LD}^*HfH8c)N)p>jgdL vgUlbcvpcXhGBPoL*eocJ#x#9GF(WHCPyx(s+gw;#cp&Nm@TprC!fFEmFX(`k delta 207 zcmZozAl9%zY=Si7?TIqZjJF#Twk9wxde6L)QDQpl2ga4#H+*31Vr1g~y4~s%V?HN0 z_bCQ$1_)^1@|zKenShvi`vmQb*8kiPnE*7I5Z2$;01|UT=Kufz