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Gainsight/CustomerNotes/G2/G2.md
2022-09-16 15:43:56 -04:00

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G2

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

  • Back to my courses should go to dashboard on all courses

  • Header: Remove completey, everything should move up

  • LX: change header to grey

  • Remove header in Templates

  • Remove events from Homepage

  • Remove two buttons on homepage

  • Marketo - workflows? What data into marketo that can come from salesforce?

  • Update ILT Reg Page

  • Remove Learning Paths from Templates (Homepage + Subnav)

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
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