Custom templates for Courtney and iAdvize, and some notes for anthology, glassdoor, and stopit.

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Norm Rasmussen
2024-01-16 16:36:37 -05:00
parent 74cc4058bd
commit e9bdfd23df
25 changed files with 2448 additions and 75 deletions

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@ -371,3 +371,9 @@ Ideal use case? Problem Katie is trying to solve:
Digital Assitant
Finance & HCM
Maybe Anthology101? Unsure if the bars were submitted.
## 01/12/2023
### Manager Permissions, CSV Mapping, etc.
TODO: Create a course called "Manager Content - Student" with all the media library files that have STU.

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@ -100,7 +100,7 @@ Austin reached out to Michael Stalenwart. Michael emailed Glassdoor on 7/5 and s
* Paul wants to learn more best practices to keep interest up with clients
* What is the flow?
* JO sends automated email based on Salesforce/GS data for all new [closed](2023-10-27_closed.md)
* JO sends automated email based on Salesforce/GS data for all new closed
deals
* Pooled kick-off call every Tuesday - learn about GSU, click into University
* JO email is tokenized - auto-enrolled in courses

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@ -65,3 +65,36 @@ Educator - Teachers looking for PD requirements
* They have an onboarding dashboard wizard and shows when they complete training.
* <treuter@stopitsolutions.com>
## 01/12/2024
### New Head of CS - Deb
Wants to build a CE program from scratch
Limited bandwidth but "all hands on deck" until this gets launched
How can best practices be shared across all different communities
"World Class" type academy
Monetization?
They were at all kinds of conferences
Syndication Content? Can they push it out into a marketplace
Onboarding wizard in StopIt was amazing! Skilljar has nothing like that.
Need: Support-led customers (1k+) also need to be consuming content - the numbers need to show.
Resources?
* All hands on deck means a lot of people will be creating content
* Deb will be hiring PT Consultant to build the Northpass stuff
Auth: Unsure
Ideal World - Ungated, open access academy where parents can go for community resources. Parent's won't download the
software. At the same time, gated content: they need more robust how-to and industry leader-ship support. General information
based on role, and then break it into granular content for urban, rural, specific needs, etc.
CXM/Implementation Team - they will enroll people based on customer's needs etc.
Blockers - getting principals engaged and taking content.
SEL is an add-on product that is "advanced training" and not every customer has SSO people in STOPIt. SEL is