# G2 ## 8/12/2022 ### Kick off Call! * How can I be helpful for the first week? * Launched by September 14th * Full launch * Lots of internal teammates who are anxious to kick the tires * New CED & Marketing Manager - Erin Boyd * Liz is project manager for product * She is the tech POC * Travis is tech person * Tori is UX designer * Michelle is PM for myG2 * Katlin to manage kickoff, then Erin will take over * After Erin takes over, Katlin will be strategic vision * Long term goal: public facing certification - 2023 at the earliest * Embedding the university into the help widget * Slight design changes might need to happen Concerns? None, Mitch and Jordan need to do salesforce piece They feel like this has been talked about for a longtime. Just waiting for a GO signal. * Salesforce integration * Launch with 9 courses * [X] Back to my courses should go to dashboard on all courses * [X] Header: Remove completey, everything should move up * [X] LX: change header to grey * [X] Remove header in Templates * [X] Remove events from Homepage * [X] Remove two buttons on homepage * [X] Marketo - workflows? What data into marketo that can come from salesforce? * [ ] Update ILT Reg Page * [X] Register Button Copy > Learn More * [ ] https://TBD.TBD.com * [X] Remove Learning Paths from Templates (Homepage + Subnav) ## 09/02/2022 ### Meeting with Meesha & Sara re: Workato * Meesha's Goal - best way to implement Northpass? * Best Practices - What's going to work for them? * Ideal usage of Data? * Someone engages with that piece of content * Marketo Tracks a course completion - Success! * Katlin also wants to trigger an email for someone that starts a course but doesn't complete * Lofty goals? Not yet, most will be on the marketo side * Setup customer MQL ## 10/03/2022 * Make lessons on cards clickable - should enter course overview page. * [ ] CTA button on overview page - back to courses? * On homepage too: add sub navigation - home, dashboard, catalog * Keep subnav on /app/dashboard and add it to home page. * Chat icon in G2 was overlapping with the continue buttons * Number of enrollments is higher than expected (they expected 100) * They are happy with click throughs but active leaners is lower than expected * They are moving the university to their CS nurture stream * Series of emails from Marketing to customers first 90 days * Something like "hey! You've been accepted to G2 university" * Specific Course recommendations during onboarding * "you're about to launch your first campaign, try this course" * G2 Reports is every quarter, they will push during report season on specific courses * #5746b2 <-- G2 Purple * Start providing best practices for certifications <-- Katlin * Erin to take over content & overall admin responsbilities * Certifications Launch in Q2 of 2023, maybe end of Q2 (April) * First Certifications Discussion Mid December to plant seed ## 10/02/2022 * Wants to hear best practices on: * AppCues Cadence * Best time to share courses in product * Using courses for onboarding (Reference Kadince?) * Erin slowly transitioning to full admin * Creating quizzes from two courses. Testing it out. * Wants to add video activities * Asked Sales/AE to test out the academy * Asking for trends and questions that can turn into courses * Erin attended Airmeet Webinar * Liked how Pete talked about asking people to engage - print certs etc * Question from Erin: can we do badging and sharing it on linked in? * Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one? * I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges. * They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified. * Certs would allow them to become more indepth. G2 is more than just a review site. ## 10/17/2022 * Erin needs reports by tomorrow 10/18 * Wants to see: * Who has finished a course * Who has started a course * Who has logged in/enrolled in a course * They haven't had a report season since G2 launched * But Winter reports are coming soon around the G2 Reporting Course * Make sure the script is run to remove people from G2 group! ## 10/24/2022o ### Weekly Check in * Katlin's numbers/metrics presentation was really good * Everyone super impressed with numbers * Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos. * The numbers were to be used on the CS and AE side, CS reports to CRO * CRO owns both new and existing business. * CRO was recently on a podcast *What they are working on:* * Erin working on next 3 courses * Also adding some quizzes * Wants to know how it affects completions * Learners are jumping around to various activities * Katlin's question: * She met with her head of Documentation * Numbers in Documentation matches with course completions & interests * Documentation surrounding G2 quotes and widgets into channels and websites * Course is called: Review Tracking and Brand Building * Article is called: G2 marketing activities * How can we A/B test? How can we take the learners and show them this new course? * Move all learners who haven't started the OG course into a group with the new named course. Original half no access to new course. Track enrollments. * This was just talked about last Friday * Plan on launching the AB testing with next launch * Promotion next week, Thursday * Sending people to Reports course, specifically * Prepping learners for report season * Course highlight! * Sending them G2U and sharing course. ## 10/31/2022 ### Weekly Sync with Erin * Newsletter going out soon with two CTA for the G2U. * This newsletter is focused on product updates and interesting blog posts. * Another effort for Report Season, showing people the report course. * There is a "Best Practices" link in G2 that goes to Hubspot. * [ ] Share Screenshot with Erin from Travis regarding Best Practices link in G2. * Erin had a question about course: * G2 profile anatomy course is very long and has a ton of scrolling * She broke it out into different sections * They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it." * View Metrics are going to be important for them. * Erin saw a certificate webinar - "How to build out a certificate program?" * Mentioned having an interactive quizzes that are more than just True/False. * Should we add a quiz at the activity with the most or least amount of engagement? ## 11/07/2022 ### Erin is now the main POC for the Academy * New email going out this week for the academy * Wants to keep an eye on the numbers * Northpass analytics workflow: * She tries to check daily - quick glimpse * School Activity * Course Progress * Course Popularity * Goal for today: finish all the quizzes for the Profile Performance and Lead Management. * Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section. * She likes how easy it is to change the questions.