1.4 KiB
General To-do List
DONE: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. DONE: Get Chris to create Tracy's Dashboard in Hubspot. DONE: Train Courtney on: Automation, Apps, Analytics, Templates & Design DONE: Intro Tracy to new clients (see Tracy's slack) DONE: Start Implementation Channel, tell everyone that if Patrycja USED to be involved in a client that is now launched and the client reaches out to you and Patrycja, don't expect her to reply. If she has some technical knowledge about the account, then please reach out to her but as for SE tasks, someone else should be doing them.
DONE: Financial Times outreach with new CSM. They asked for Account Manager. DONE: Intro 4Pillars with Nergis DONE: Intro Kiwi with Nergis DONE: Psychiatry-UK Feb 22nd Intro DONE: Email Pete saying everything is done cc Patrycja. DONE: Email Cloudicity that they need to go to OpenSesame for a la carte pricing.
Cloudticity:
Wants to pay for a la carte courses with OS. 5 courses max to keep - maybe 1 rotating course? 35 people - what is the cost pp and what would the contract cost be Example: Workplace harassment, HIPAA security and privacy, Cybersecurity Awareness training This is forecasting out for October 2023. End of February latest.
Some hiccups:
- Course tracking with BBHR.
DONE: Comp sheet for reviews: Tracy: Magis; Nergis: Shipt, Norm: SPS