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Added Doordash and have JJ meetings

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This commit is contained in:
Norm Rasmussen
2022-11-14 18:01:18 -05:00
parent c599b8b792
commit b8fcfc0707
10 changed files with 153 additions and 58 deletions
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11
CustomerNotes/Artsy.md
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* New to artsy, 3 months, bad onboarding experience
* Has a new person started in November and wants to use training on Northpass.
* Specifcally creating her own training for her team.
## 11/10/2022
### Contract & Training/Gating Discussion
*Training and Gating Topics*
* BambooHR > Northpass
* They are not using milestones to block SCORM content
* They are understanding the difference between gated content with a SCORM file and Northpass
* Taught them how to setup milestones.
* "Where does OpenSesame end and Northpass begin?"
* They may want to test and replace courses with ones that you cannot scrub or skip through videos.
*

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CustomerNotes/Bolt.md
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* Shows as complete, but he claims he could not complete. This sounds like a different issue.
* Nigerian driver running 8.1, this is the common issue and it _seems_ to be an OS versioning issue
* Possibility of the UID/Email not getting added in correctly?
*
## 11/14/2022
### Bolt In-App Training Release
* Launching in four markets: Azerbaijan (two languages, RU, AZ), Nigeria, Kenya, UK
* No training exists in France
* France and UK you can't mention "training" they are all suggestions
* "All is under control"
* Vera is back on Wednesday to talk about Arabic course.
* Everyone is waiting anxiously for in-app training
* Contract ends in January, she wanted to release earlier to have more analytics before renewal
* If it goes well, more markets will want this training.
* When everything is in-app, she's expecting higher adoption
* Do African markets adopt differently during the Winter Holidays? They may not celebrate Christmas.

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CustomerNotes/Doordash.md Normal file
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## 11/14/2022
### Notes from Travis Meeting
* Jonathan Coath, Dan R, Shawn master
* Main goal is to brainstorm.
* As DD goes into Annual Planning, they try to document the entire dasher flow as a one-source-of-truth document.
* Need to perform the same excercise here.
* They will show us the entire flow and then go screen by screen, analyzing each portion.
*Structure of signup flow*
* App submit:
* Give their name & password plus info
* Choose vehicle transport
* Confirm ID
* Background check
* Final step: active and can dash, they consume education
* Open to any feedback, even if a "page is weird" or has strange formatting.
* Dasher.doordash.com/en-us is the landing page to get them to dash.
* Any education resources along the app submit process?
* DoorDash's philosophy: people are task oriented, so they just have to get through the first stage.
* Beyond that, they want to drive urgency and excitement.
* In the signup flow, they get more questions from certain people and the vehicle they choose.
* Motor Vehicle has a lot more questions and background checks.
* The approval process in DD app is fairly instantaneous
* There are some cases where people have to wait for 24-48 hours for manual review
* Manual approval rate is pretty high
* That wait screen just shows an FAQ link, why not send them to a group of resources/courses?
#### **The Background Check Flow has the biggest room for opportunity**
* The Application Processing Screen is a backend check for SSN validity, etc. Usually quick, under 30 seconds
* May take 5 minutes in some cases.
* BCC flow has *much* lower follow through numbers - 50-70%.
* Their goal is "first seven day hours"
* "They" don't like the mess up the flow.
* Jonathan's team is adding some ? in the screens for people to look for help and resources
* There is then the "excitement" screen, and at this people, a dasher is good to start dashing.
* Then comes the Bank Account addition step for them to add how they want to get paid.
* One thing they are considering is encouraging users to download the app earlier and do the signup process within the app.
* First education content is "Increase Customer Rating to Earn More" screen.
There's another section that they feel like they haven't nailed which is the first dash experience and education portal.
Where are the "Start Dash" and "Accept an Order" pages built? Natively in DoorDash.
Northpass could be the infrastructure and replace what was built by the team.
Quick, bite-sized video content is by far the most successful.
Potentially, Northpass analytics will be more accurate than their inhouse built stuff.
What Travis isn't seeing from the demo is a more emotional "here's how you're feeling, and here's how we can help."
It's very task-oriented, not person oriented. They need to inject some learning that is more oriented towards the dasher's anxiety and feelings about their first dash.

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CustomerNotes/JJSV.md
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@ -39,8 +39,6 @@ Events should be figured out by our demo -
* [X] Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
* [X] Legal Allyson
* [-] Legal Notice needs to change
* [ ] Contact us should go to a FORM not an email - remove link all together for now make it inactive
* [ ] Opt out for emails - Comms Changes
* [X] This cant be $250,000k total for global academy
* [X] AMER - is LatAm, Ameica, Canada
* [X] ASIAPAC - NZ, AU, All of Asia
@ -143,4 +141,10 @@ This is ONLY for the US
* URL Encoder:
* https%3A%2F%2Fjjsvbucket.s3.us-east-2.amazonaws.com%2FVID_US_EXT_Safe%2Band%2BEffective%2BUse%2BTECNIS%2BSymfony%2BOptiBlue_vFIN_PP2022OTH4993.mp4
* This caused the same issue as above.
*
## 11/14/2022
### First 30 minute meeting
* Does the DSAR form and Toll Free number for JnJ or Northpass? We don't have either.
* Can they register this as a sub-site or a separate site? Subsite would be easier
* Melinda out for the next two weeks.
* Other item foro her is playing audio files. Loading into AWS will be easiest, not SCORM.

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CustomerNotes/Wildhealth.md
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@ -91,3 +91,25 @@ module 7 -> coaching philosophy
* Assistant: Baeligh Moburley
* All inquiries will go to Baeleigh first and then passed onto us.
* Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.
## 11/14/2022
Jan 6th is first event
Zoom Events - Hosted as Events where everyone can see each others faces
How do events affect userflow?
* Tue-Wed Coaching Sessions
* Mandatory
* Goal is accredidation
* These users will want to sit for a board
* Thursday Webinars, also mandatory, a person can only miss 6 hours of these
* This is asycnchronous vs synchronous content
* Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
* Videos will be uploaded after
* Students just have to show up and be present in the zoom to count as attended
* Small groups, speaking, faculty joining the breakouts etc
* Interns will be on that for taking attendance
* Wants to track the amount of time a person has attended
Certifications:
* Are these course based?