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

49 lines
1.8 KiB
Markdown

# 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
* [X] Register Button Copy > Learn More
* [ ] https://TBD.TBD.com
* [X] 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
*