Zenjob, and some internal notes

Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg

@@ -14,4 +14,4 @@ Notes:
    - User will know that they aren't getting a grade but that they have completed the course.
    - The activity name will be: 2023 Beta CIP Exam
 
-TODO: Request to hide the EOQ screen from this quiz. Make sure AIIM removes the milestone.
+   DONE: Request to hide the EOQ screen from this quiz. Make sure AIIM removes the milestone.

Customer_Notes/Chek/08.29.23_Renewal.norg

@@ -0,0 +1,15 @@
+* Meeting regarding Chek's Renewal
+** Attendees:
+   - Tracy, Norm, Tom
+
+** Notes
+   - Tom is COO
+   - Abdul was unable to attend, son is unwell.
+   - UK had bank holiday on Monday.
+   - I gave a foundation for the $20k threshold.
+   - They want a discount, potentially below $20k, which may lose Tracy as CSM.
+   - Abdul pissed at the amount of time other people have had to go into Northpass.
+   - The big flags are progress issues. This wasn't here 6 months ago.
+   - There are no product issues, this is an experience/sentiment issue.
+   - Tom to speak to Gavin and Calum about the time spent so far and what the cost is.
+   - I offered Tracy and I to do leg work to help with any tedious tasks.

Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg

@@ -0,0 +1,27 @@
+* Discussion of Renewal and High Priority Items
+** Attendees:
+   - James, Norm, Kat
+   - How can we work out the language of what guarantees a renewal?
+   - Since we won't get everything done by renewal, can we add an opt-out clause?
+   - James - instinct tells him Q1 should be acceptable.
+   - As far as SEO issues, this will be the stickiest for the team.
+     TODO: Get Rob (and maybe Joris) on technical call to discuss SEO stuff.
+   - Are they actively exploring other vendors? James: not yet. But yet being the key word. It was brought up
+     internally to start exploring.
+   - SEO technical sync: James to find a good time for technical and SEO people.
+   -- Mark Geller, Gennet, Chloe
+   -- Gennet is main technical product/discovery for entire org
+   --- He's waiting desperately to sunset the old LMS website.
+   -- Mark is general technical
+   -- Chloe is the SEO master.
+   - Account Management team to handle clauses/commercials. TBD who from Pipedrive should be the POC for that.
+   - Explained that additional benefits are coming with the larger integrations between Gainsight and Northpass.
+   - James team handles video content for the PX product.
+   - James wants to put on our radar:
+   -- Genet said, "if we're going to extend this on a contract, can we add a support person in the Slack channel?"
+   -- Not yet. Northpass is flexible, but Gainsight doesn't have SE folks. They have TAMs which are a paid service.
+   -- TBD. We might have to do this as a paid service.
+   -- James wants an answer by renewal. And possibly as a line-item on the contract.
+    -- Kat: Most enterprise accounts have a full-time TAM associated with their account.
+   - Does Gennet submit support tickets via Slack? Maybe, Zendisho (sp?).
+   - James is most likely off on Labor day.

Customer_Notes/Zenjob/08.29.23_Renewal.norg

@@ -0,0 +1,10 @@
+* Renewal Discussion with Yigit at Sastrify
+** Notes:
+   - Case study for discount?
+   - Additional hours, 25% discount?
+   - Will the 25% discount be part of the renewal?
+   - Let's say 75k with the 25% discount and then they purchase 15 hours @ 200
+   -- This increases ARR to $78k
+   -- Then if they do a case study, 25% on the hours, bringing it to $150/hr.
+   - Yigit moving to Madrid, off all of next week.
+     TODO: Speak to Finance about discounts and options. Ask what the goal is.