Gainsight/CustomerNotes/LarsonTexts.md

8/25/22

3 Points for our Meeting:

• Analytics
  • First back to school season, in October post-mortem report on how year one went
  • Wants to discuss data points that would lead to ROI and KPI
  • Survey or NPS scores
  • Email other important metrics for analysis
• These numbers are very low compared to the number of people invited
  • The number of groups is the number of total invited groups/clients
  • People can opt out,

Flow: 1. Auto email goes out with a description of how to get into the academy 2. No one clicks 3. 110 clients have been invited and each client is a districts 4. Each district could be 2 people or 30 people 5. Are they enabling their distcits to forward the emails along?

Custom Reports

Requested Data in Reports:

• Group Name + Created + Members
• List of People not Necessary
• Back to School Season needs it Weekly
• Last week of July to Last week of September
• Friday Morning Delivery
• No Group ID

Overall goal is spending less time in live trainings with small districts (<$50,000) This time last year, 35% of trainings were spent with small accounts This year, 26%! A 10% change.

115 actually did training, ~350 hours This is just training time, hours for travel and planning isnt' factored in This has been successful now and is positioning for something better in the future

Idea has been floated to sell stuff in the future. No timeline or roadmap for this.

Low enrollments because District Contact invites teachers to the platform Larson isn't in control of the communications Might be more comfortable a year from now helping with that It is a sticking point to be in control of teacher's emails and contacts

Other ideas:

• SSO for their district
• BigIdeasMath.com is where learner's sign in right now
• Can we consolidate a single authentication method?
• Integrations with: ** Salesforce, Hubspot, Pendo, No BI Tool

Next 6-8 Months:

• Back to school "ends" mid-September
• Oct-December - Focus on Sales
• Jan - Mar - Continued Sales
• Launching new product segment, Elementary
  • Launched & Begin Sales Fall 2022
  • Implemented 2023
  • Trained by April 2023
  • Development of Resources in February 2022
• April is "next year" of Northpass
• Integrations, Design, and any other changes should be completed by April of 2023
• Wait until November for New Conversations

9/8/22

• They need to train sales people on the new product
• And all other employees later in the future, mostly customer-facing employees
• Combo of live meetings & LMS
• They also need to train their partner, Geographic Learning
• Throwing around the idea of using Northpass for this
• GL needs accountability - share recording, small quiz, check they are done
• Can we use sales training and track actual sales?
• Add ammo for Sophia's case
• Workflow: attend the live session > Test knowledge >
• /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
• Add personalized message to /app.

9/22/22

• Takes a course > single question:
  • Did you attend live training on {date}?
    • If yes --> Free form course, review material, No quiz (resource)
    • If no --> Milestones, videos, and quiz
• There are weekly trainings, that are live
  • If they don't attend that, they need to do asynchronous training
  • She wants to do scheduled release of sections, but a course per update might make more sense.

10/20/2022

New Product Launch

• Big sales training on this product happened
• They have recordings and bi-weekly follow up documents of all this new product knowledge
• She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
• Initiative fatigue in the company
• A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do.
• So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
• One of the challenges that Sophia is facing is the registration process for customers.
• Two things she wants to focus on next:
  • Short term: Registration process is really messy. Authentication isn't clean for learner

11/17/2022

Weekly Sync

Recreating the partner training, and redoing it again next month. Sophia is hopeful to get to use Northpass for this new product training. Any chance for her teams to utilize Northpass would be beneficial. They have a tool that they can use!

• Recreating this training is all delivered via Webinar & Live
• Bi-weekly Webinar Updates
• Partners decided to opt out of the bi-weekly webinars. Instead, they would much prefer the on-site.

Big shift in the coming weeks. Begin planning a revenue generating professional development product. Two models are being proposed, both are asynchronous. The earliest they will discuss the gap analysis for theses initiatives if 29th, with follow up on the 5th. She will let me know on the 22nd if anything changes in their urgency and planning. DONE: reate a deck with all the limitations and advantages of Northpass. Due before Christmas. Interested in the ILTs for the synchronous model.