Cleaned up TODOs and other customer notes. Added some Terminus templates, I believe.

CustomerNotes/LarsonTexts.md

@@ -210,3 +210,35 @@ Redesign.
 She gave me her login again to the app. Gave Hubert assets.
 Sophia is training 8 people across two teams on how to use Northpass and Best Practices.
 Offered to join her if she needed help.
+
+## 05/26/2023
+
+### Planning for Expansion
+
+The Story:
+
+* How can support cs in making every customer a partner
+* How to continue supporting district goals in years 2-5?
+
+Context:
+
+* CS team didn't exist a year ago. Now they have 5.
+* What can we do to reach districts without manual work or without pushing their goals.
+* What should be part of the story is the roster of people in Northpass via the platform (embedding).
+
+Tasks:
+
+* Norm to do the nitty gritty technical stuff.
+* Sophia - to bring up and tell the story & Norm to create the tasks that add to that story.
+
+People:
+
+* Chris Toothman, Embedding, some technical information
+* Ruben, CSM - Good at Metrics, CS goals, etc. Ruben managing Planhat.
+
+Concerns:
+
+* Restructuring Groups & Analytics concerns her. She is open to archiving everything and "starting fresh" with an academy.
+* She doesn't know yet where she is going to get this sources for making content.
+* Where does "follow up" training come from? What are the subjects?
+* She wants to be trained on making more modular, micro, smaller trainings