Notes. Script clean up

CustomerNotes/Anthology.md

@@ -50,4 +50,38 @@ 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[.](2023-02-13_..md)
+* What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object.
+
+## 02/16/2023
+
+### Data Needs with P,K,A
+
+Scoreboards (Encompass)
+Memberships (Encompass)
+Decision Analytics (Encompass)
+
+if learner.group contains "(Encompass)":
+    add learner to "()" group
+
+    Student, Encompass, Reach, Finance, HCM <-- Common arrangement or combination of products.
+    All enterprise products - ERP, CIS, CRM, and maybe for their alumni association.
+    Userbase of reach... which means:
+        Reach, Student, Finance at Enterprise level.
+        Encompass at Essential
+
+KC working on logic to make sure we can know what to design
+Logic is:
+
+* Is their domain Anthology.com
+  * if no: are they a known subscriber?
+  * if no: contact CXM
+
+Question from Patrycja - what is the difference between async and sync courses?
+
+* Cohort, 8-12 weeks, facilitated by "teachers", and they exist only in Bb academy --> Want to add to Northpass, but not a
+priority.
+* Async, move through it at your own pace.
+
+Roles in their current academy:
+
+Currently using nested folders for differentiating content based on roles. What they are thinking is

CustomerNotes/ChurnZero.md

@@ -0,0 +1,10 @@
+# ChurnZero
+
+## 02/16/2023
+
+### Demo with Peter
+
+Concerned with theming and liquid templates.
+Total customers with completed: ~31,000
+Total active: 259 active students
+Monthly: 750-800