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Gainsight/TodoList.md
Norm Rasmussen 98edb5265e Notes and Scripts Baby
2023-01-11 17:11:42 -05:00

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General To-do List

TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. TODO: Get Chris to create Tracy's Dashboard in Hubspot. TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design TODO: Intro Tracy to new clients (see Tracy's slack)

Customer Health Score:

  • Usage Data is the most important part

    • Last Seen
    • No Course in last 3 months
    • No newly activated learners
    • New Admins
    • ,fe