49 lines
1.8 KiB
Markdown
49 lines
1.8 KiB
Markdown
# G2
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## Kick off Call
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* How can I be helpful for the first week?
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* Launched by September 14th
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* Full launch
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* Lots of internal teammates who are anxious to kick the tires
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* New CED & Marketing Manager - Erin Boyd
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* Liz is project manager for product
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* She is the tech POC
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* Travis is tech person
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* Tori is UX designer
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* Michelle is PM for myG2
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* Katlin to manage kickoff, then Erin will take over
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* After Erin takes over, Katlin will be strategic vision
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* Long term goal: public facing certification - 2023 at the earliest
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* Embedding the university into the help widget
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* Slight design changes might need to happen
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Concerns? None, Mitch and Jordan need to do salesforce piece
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They feel like this has been talked about for a longtime. Just waiting for a GO signal.
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* Salesforce integration
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* Launch with 9 courses
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* [ ] Back to my courses should go to dashboard on all courses
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* [ ] Header: Remove completey, everything should move up
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* [ ] LX: change header to grey
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* [ ] Remove header in Templates
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* [ ] Remove events from Homepage
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* [ ] Remove two buttons on homepage
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* [ ] Marketo - workflows? What data into marketo that can come from salesforce?
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* [ ] Update ILT Reg Page
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* [X] Register Button Copy > Learn More
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* [ ] https://TBD.TBD.com
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* [X] Remove Learning Paths from Templates (Homepage + Subnav)
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## Meeting with Meesha & Sara re: Workato
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* Meesha's Goal - best way to implement Northpass?
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* Best Practices - What's going to work for them?
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* Ideal usage of Data?
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* Someone engages with that piece of content
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* Marketo Tracks a course completion - Success!
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* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
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* Lofty goals? Not yet, most will be on the marketo side
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* Setup customer MQL
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*
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