CSM Kick-off (No Patrycja)

Notes from Charles prior to Meeting:

DataSnipper - Intelligence Audit Platform Current: Live ILTs (12 Hours per Week) Pains: Scale, Timezones, Language, Pace, etc. Goals:

Provide Scalability w/o Adding Team Members
Reduce Manual Hours of Training
Eliminate Discovery of Progress
Better User Experience Timeline:
Phased Launch:
v1 - Basic Course (relatively quick)
The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
Webinars will be big component for them tho so just keep in mind

First users in early October
Data: at least understand how many people are going through the courses
- Data should be available in Hubspot
They are also looking at CSPs.
Have refined the ILT approach, so they are good at it.
Began with 1:1 training which was too heavy for the team.
That approach won't go away, but how can they supplement with asynchronous learning?
Content of the larger session is pretty well defined
Larger session and then that session is split into two
Pace and speed of the sessions - there's a ton of content
Feedback: the middle bulk of info is missed because that is the most technical
Automation feature is hard to understand.
Everyone is currently getting the same training, but this is a good opportunity to split people up.

Where do I fit into implementation and on-going support?
- What's best for Patrycja vs me? When should they go to both?
Advice on how content is structured
Creating interactive and content that can be scalable
How to sequence the training over time?
Communications - what's best? How to share new content? How to update their progress?
Gabriele: he wants to understand data sync - not just from Northpass out, but back in? DONE: 930 am on Mondays for the standing meeting.
Gab and Dirk talking this week about personas.
One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!