Client Notes

This commit is contained in:
Norm Rasmussen
2023-01-25 17:35:07 -05:00
parent 2948854a9a
commit fcad8b4f17
7 changed files with 93 additions and 12 deletions

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@ -10,3 +10,20 @@ DONE: Financial Times outreach with new CSM. They asked for Account Manager.
TODO: Intro 4Pillars with Nergis
DONE: Intro Kiwi with Nergis
TODO: Psychiatry-UK Feb22nd Intro
TODO: Email Pete saying everything is done cc Patrycja.
Cloudticity:
Wants to pay for a la carte courses with OS.
5 courses max to keep - maybe 1 rotating course?
35 people - what is the cost pp and what would the contract cost be
Example: Workplace harassment, HIPAA security and privacy, Cybersecurity Awareness training
This is forecasting out for October 2023.
End of February latest.
Some hiccups:
* Course tracking with BBHR.
TODO: Comp sheet for reviews: Tracy: Magis; Nergis: Shipt, Norm: SPS