Glassdoor

03/13/2023

Kickoff

Phase 1: training for clients that don't have a dedicated CSM. ~ 3 Months from today

This will include who to contact
Best practices
Similar examples

Paul will be the main content creator. Mural board is already laid out. They have resources and ready to go.

Phase 2: Cross functional, deeper training for clients who also have CSMs. ~ 6 months from today

03/20/2023

Chat with Paul

Name, Email, Company Name & Company ID - IDEAL parameters.

04/24/2023

Implementation

Biggest goal is giving new customers immediate access to the content. They aren't sure how to do that. Go live is still next week. Better to get access and then collect data later, but now if possible. This is for a specific customer segment. During kick off is when university access should begin.

All customers get invited into a 5-email marketing campaign for new users. Onboarding marketing.

Per customer, average of 6 users. 2-4 will be on the kick off call. The other 2 people could be added up to a year later.

05/08/2023

TODO: Find what can we add to search results, pull body for activity search results. DONE: Minimize white space between title and line and line and body. Description shows up ABOVE the line. DONE: Add this to the styles.css file for the academy:

.np-footer-logo-image {
    height: 30px;
}

DONE: Does the "updated" course alert bring you straight to the activity that is updated?

They want to embed Northpass into Wix.

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