From e0d08941765f5d135486cc0d5249a3f382950df2 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Tue, 29 Aug 2023 17:25:16 -0400 Subject: [PATCH] Zenjob, and some internal notes --- .../AIIM/Quiz_Discussion_08.15.23.norg | 2 +- Customer_Notes/Chek/08.29.23_Renewal.norg | 15 +++++++++++ .../08.29.23_HighPriority_Items.norg | 27 +++++++++++++++++++ Customer_Notes/Zenjob/08.29.23_Renewal.norg | 10 +++++++ 4 files changed, 53 insertions(+), 1 deletion(-) create mode 100644 Customer_Notes/Chek/08.29.23_Renewal.norg create mode 100644 Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg create mode 100644 Customer_Notes/Zenjob/08.29.23_Renewal.norg diff --git a/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg b/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg index cb4c3de4..6e1613d5 100644 --- a/Customer_Notes/AIIM/Quiz_Discussion_08.15.23.norg +++ b/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. diff --git a/Customer_Notes/Chek/08.29.23_Renewal.norg b/Customer_Notes/Chek/08.29.23_Renewal.norg new file mode 100644 index 00000000..9a673302 --- /dev/null +++ b/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. diff --git a/Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg b/Customer_Notes/Pipedrive/08.29.23_HighPriority_Items.norg new file mode 100644 index 00000000..b1b2aa5d --- /dev/null +++ b/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. diff --git a/Customer_Notes/Zenjob/08.29.23_Renewal.norg b/Customer_Notes/Zenjob/08.29.23_Renewal.norg new file mode 100644 index 00000000..eb52f2f5 --- /dev/null +++ b/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.