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Gainsight/CustomerNotes/Glassdoor.md
Norm Rasmussen 8539f41834 SPS Templates, Skuid checkbox, Script for WildHealth
2023-03-20 16:17:36 -04:00

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Glassdoor

03/13/2023

Kickoff

Phase 1: training for clients that don't have a dedicated CSM. ~ 3 Months from today

  • This will include who to contact
  • Best practices
  • Similar examples

Paul will be the main content creator. Mural board is already laid out. They have resources and ready to go.

Phase 2: Cross functional, deeper training for clients who also have CSMs. ~ 6 months from today

03/20/2023

Chat with Paul

Name, Email, Company Name & Company ID - IDEAL parameters.