* INTERNAL STAKEHOLDER NOTE ** Instructions: - THIS FIRST PART IS JUST YOUR NOTE TO OUR INTERNAL STAKEHOLDER (but you'll send both the internal and external part in the whole email) i.e. Steve, Easton, myself) This is your opportunity to fill them in about any details that can make their conversation be successful. @code markdown Hi Steve, Below is a note for you to send to check in with Jason Shilt at Big Ideas Learning. This outreach is because Jason is spearheading a project to expand Northpass' usage across other areas of Big Ideas including CS, and selling Professional Development Courses. - Customer Name: Big Ideas Learning (owned by Larson Texts) - ARR: $30,000 - Renewal: 1/1/24 - Contact Title/Name: Jason Shilt, Sr. Vice President Sales, Marketing, and Customer Experience - I met Jason in the spring as he presented to me (along with my main Point of Contact) this idea to better leverage Northpass across other areas of the Big Ideas business. - Their clients are school districts but the actual users are teachers. They do not have a lot of direct contact with teachers, but this group can deeply influence an admins experience and renewal. - Contracts are 4-5 years but what often happens is that there is no interaction or valuable touches between Big Ideas and the district in years 2-4. So when the renewal comes up clients churn because they feel like they aren't getting any value. - Their CS team is new and they would be leveraging Northpass to send materials and information to clients are value-add touches during that "quiet period". - Northpass is leveraged in multiple ways by the team. They want to continue to use those different ways and try to implement some new @end * EXTERNAL EMAIL TO SEND FROM EXEC ** Instructions: - The CSM will fill out everything for the exec. All the exec should have to do is copy and paste the body into their email and send it to the contact you've provided. @code markdown To: jshilt@larsontexts.com Subject: Gainsight | Big Ideas: Exec Check-in Hey Jason, Thanks for being an awesome Northpass customer - we love serving Big Ideas Learning and being part of your customer education journey. Norm is having a blast working with your team and is excited about the evolution of your learning program. As the former founder and CEO of Northpass, and now Gainsight's new SVP of Strategy for Customer Education, I'm keen to hear your feedback on our product and services and would love to know more about your vision for your learning program as you plan for the future. That said, I'd love to meet you! Can we find 30 minutes for a Zoom over the next few weeks? Feel free to propose a time. Or, use this link to my calendar to book a time directly. I am looking forward to it! Take care and best, Steve @end