187 lines
9.8 KiB
Markdown
187 lines
9.8 KiB
Markdown
# G2
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## 8/12/2022
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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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* [X] Back to my courses should go to dashboard on all courses
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* [X] Header: Remove completey, everything should move up
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* [X] LX: change header to grey
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* [X] Remove header in Templates
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* [X] Remove events from Homepage
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* [X] Remove two buttons on homepage
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* [X] 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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## 09/02/2022
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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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## 10/03/2022
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* Make lessons on cards clickable - should enter course overview page.
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* [ ] CTA button on overview page - back to courses?
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* On homepage too: add sub navigation - home, dashboard, catalog
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* Keep subnav on /app/dashboard and add it to home page.
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* Chat icon in G2 was overlapping with the continue buttons
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* Number of enrollments is higher than expected (they expected 100)
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* They are happy with click throughs but active leaners is lower than expected
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* They are moving the university to their CS nurture stream
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* Series of emails from Marketing to customers first 90 days
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* Something like "hey! You've been accepted to G2 university"
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* Specific Course recommendations during onboarding
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* "you're about to launch your first campaign, try this course"
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* G2 Reports is every quarter, they will push during report season on specific courses
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* #5746b2 <-- G2 Purple
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* Start providing best practices for certifications <-- Katlin
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* Erin to take over content & overall admin responsbilities
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* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
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* First Certifications Discussion Mid December to plant seed
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## 10/02/2022
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* Wants to hear best practices on:
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* AppCues Cadence
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* Best time to share courses in product
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* Using courses for onboarding (Reference Kadince?)
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* Erin slowly transitioning to full admin
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* Creating quizzes from two courses. Testing it out.
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* Wants to add video activities
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* Asked Sales/AE to test out the academy
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* Asking for trends and questions that can turn into courses
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* Erin attended Airmeet Webinar
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* Liked how Pete talked about asking people to engage - print certs etc
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* Question from Erin: can we do badging and sharing it on linked in?
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* Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
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* I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges.
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* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
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* Certs would allow them to become more indepth. G2 is more than just a review site.
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## 10/17/2022
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* Erin needs reports by tomorrow 10/18
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* Wants to see:
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* Who has finished a course
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* Who has started a course
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* Who has logged in/enrolled in a course
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* They haven't had a report season since G2 launched
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* But Winter reports are coming soon around the G2 Reporting Course
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* Make sure the script is run to remove people from G2 group!
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## 10/24/2022o
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### Weekly Check in
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* Katlin's numbers/metrics presentation was really good
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* Everyone super impressed with numbers
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* Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos.
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* The numbers were to be used on the CS and AE side, CS reports to CRO
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* CRO owns both new and existing business.
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* CRO was recently on a podcast
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*What they are working on:*
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* Erin working on next 3 courses
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* Also adding some quizzes
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* Wants to know how it affects completions
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* Learners are jumping around to various activities
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* Katlin's question:
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* She met with her head of Documentation
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* Numbers in Documentation matches with course completions & interests
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* Documentation surrounding G2 quotes and widgets into channels and websites
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* Course is called: Review Tracking and Brand Building
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* Article is called: G2 marketing activities
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* How can we A/B test? How can we take the learners and show them this new course?
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* Move all learners who haven't started the OG course into a group with the new named course. Original half no access to new course. Track enrollments.
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* This was just talked about last Friday
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* Plan on launching the AB testing with next launch
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* Promotion next week, Thursday
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* Sending people to Reports course, specifically
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* Prepping learners for report season
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* Course highlight!
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* Sending them G2U and sharing course.
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## 10/31/2022
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### Weekly Sync with Erin
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* Newsletter going out soon with two CTA for the G2U.
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* This newsletter is focused on product updates and interesting blog posts.
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* Another effort for Report Season, showing people the report course.
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* There is a "Best Practices" link in G2 that goes to Hubspot.
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* [ ] Share Screenshot with Erin from Travis regarding Best Practices link in G2.
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* Erin had a question about course:
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* G2 profile anatomy course is very long and has a ton of scrolling
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* She broke it out into different sections
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* They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it."
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* View Metrics are going to be important for them.
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* Erin saw a certificate webinar - "How to build out a certificate program?"
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* Mentioned having an interactive quizzes that are more than just True/False.
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* Should we add a quiz at the activity with the most or least amount of engagement?
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## 11/07/2022
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### Erin is now the main POC for the Academy
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* New email going out this week for the academy
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* Wants to keep an eye on the numbers
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* Northpass analytics workflow:
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* She tries to check daily - quick glimpse
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* School Activity
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* Course Progress
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* Course Popularity
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* Goal for today: finish all the quizzes for the Profile Performance and Lead Management.
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* Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section.
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* She likes how easy it is to change the questions.
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## 11/21/2022
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### Analytics, Salesforce, Other Items
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Katlin compared numbers with Erin and the number of unique logins and accounts created were off.
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Not sure where Katlin pulled her numbers. Erin pulled School Acitivity report.
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Re-add the MCA to the G2 Google Sheets.
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CEO is _very_ excited for the numbers of G2U and wants the cert done ASAP.
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* Erin asked about a group of courses and issuing a cert.
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* Clickup has a great university that she likes
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* Adding a cert to someone's linkedin is a huge component about this. They want this to be marketing focused
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* She now wants to think about Learning Paths. Buyer Intent Expert, Review Expert,
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* No timeline for how fast this should be done. But CEO is very excited and expecting this soon.
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## 11/29/2022
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### Meeting with Michelle re: Partner Training
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Michelle is the internal onboarding manager at G2, for the past year
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Previously she did more onboarding work. It's her cup of tea.
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Enablement team has recently taken on an "extra pillar" of enablement for partners. Reps should be able to co-sell G2 better along with internal G2 reps to selling G2.
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With current economics and hiring slowing down, she is exploring partnership enablement. She won't be the PM for this, but is just exploring it.
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They would like to lean towards a DIY system instead of hiring a new Program Manager just for this task of Partner Enablement.
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What are the goals of this partner enablement project?
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* She is unsure. "That's the question, isn't it."
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* Pain points: they don't know what they don't know. Partner Success Managers are getting a lot of questions and spending hours on calls to have meetings and explain things. They are doing a lot of "upkeep" of collateral for partners.
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* Partners Team has their own goals.
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* Enablement isn't responsible for the amount of dollars brought in, but can hopeully influence the amount brought in.
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Currently uses Lessonly for internal LMS, and has used LevelJump as a cadence tool for tasks. For a CMS, they use high spot. This is managed by Carli, the G2M project manager.
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What is the partner experience? Do they have their own G2 app?
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Zoominfo is a partner. It would be cool is ZoomInfo's AEs could co-sell G2. Or same for a CSM, they could see that they aren't integrated with G2 and take a course to learn how to integrate it.
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Can Northpass offer certs?
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Michelle: The way I've survived over the past year is to gather as many SMEs and Champions over the past year to help support Onboarding information and documents.
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TODO: Build out a Test Instance for G2 Partnerships and put in their branding, and then create a course with her to test.
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