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Small notes

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Norm Rasmussen
2023-02-14 10:18:02 -05:00
parent 525203da36
commit 96f021aa38
3 changed files with 12 additions and 8 deletions
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2
CustomerNotes/Anthology.md
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@ -50,4 +50,4 @@ Norm to ask KC:
* What is a constituent, learner, and global? * What is a constituent, learner, and global?
* What is the main group & course structure? Company is the most common. * 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)

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CustomerNotes/TripleSeat.md
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@ -3,16 +3,16 @@
## 9/21/2022 ## 9/21/2022
* Iorad tried selling them "live" features * 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 * Good at delivering first time training
* Not sure when to follow up * Not sure when to follow up
* Badging options * Badging options
* Integration with Churn Zero * Integration with Churn Zero
# Todo
## 11/15/2022 ## 11/15/2022
### Todo
ChurnZero integration: ChurnZero integration:
* Companies that churn do not remain in CZ * 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 * Don't want Northpass to be a gate keeping strategy
* Site Review call and then get access to their domain. * Site Review call and then get access to their domain.
* How can we be "gate keeping" without fully denying them. * 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. * 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. * 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. * PSR = Professional Services Rep - they are the site builder architect and manager.
* Order: Sales Manager > PSR > Onboarder > AM (AM<>CSMs are the same thing) * Order: Sales Manager > PSR > on boarder > 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. * TSU comes into play with the on boarder. Ideally, they will do some TSU stuff before the onboarding call.
Biggest Gap in Onboarding Process? 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 * Questions about the software, i.e. Navigation, updating password, etc
* Some more specific questions that require searching and screenshot * 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. * Nitty Gritty questions included.
* One of Brian's biggest items is the 100 questions into Northpass. * One of Brian's biggest items is the 100 questions into Northpass.
There needs to be some deviation between departmental training. There needs to be some deviation between departmental training.
In Brian's Mind: Upload the document to Northpass. In Brian's Mind: Upload the document to Northpass.
Theory: How do you make internal training applicable to every employee? Finance and Engineering, etc. Theory: How do you make internal training applicable to every employee? Finance and Engineering, etc.
## 02/14/2023
### Weekly - No Agenda

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