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Gainsight/CustomerNotes/G2.md
Norm Rasmussen d7fca08819 some notes
2022-10-31 15:36:34 -04:00

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G2

8/12/2022

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

  • Remove Learning Paths from Templates (Homepage + Subnav)

09/02/2022

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

10/03/2022

  • Make lessons on cards clickable - should enter course overview page.
  • CTA button on overview page - back to courses?
    • On homepage too: add sub navigation - home, dashboard, catalog
    • Keep subnav on /app/dashboard and add it to home page.
  • Chat icon in G2 was overlapping with the continue buttons
  • Number of enrollments is higher than expected (they expected 100)
  • They are happy with click throughs but active leaners is lower than expected
  • They are moving the university to their CS nurture stream
  • Series of emails from Marketing to customers first 90 days
    • Something like "hey! You've been accepted to G2 university"
    • Specific Course recommendations during onboarding
    • "you're about to launch your first campaign, try this course"
  • G2 Reports is every quarter, they will push during report season on specific courses
  • #5746b2 <-- G2 Purple
  • Start providing best practices for certifications <-- Katlin
  • Erin to take over content & overall admin responsbilities
  • Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
  • First Certifications Discussion Mid December to plant seed

10/02/2022

  • Wants to hear best practices on:
    • AppCues Cadence
    • Best time to share courses in product
    • Using courses for onboarding (Reference Kadince?)
  • Erin slowly transitioning to full admin
  • Creating quizzes from two courses. Testing it out.
  • Wants to add video activities
  • Asked Sales/AE to test out the academy
  • Asking for trends and questions that can turn into courses
  • Erin attended Airmeet Webinar
  • Liked how Pete talked about asking people to engage - print certs etc
  • Question from Erin: can we do badging and sharing it on linked in?
  • Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
    • I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges.
  • They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
  • Certs would allow them to become more indepth. G2 is more than just a review site.

10/17/2022

  • Erin needs reports by tomorrow 10/18
  • Wants to see:
    • Who has finished a course
    • Who has started a course
    • Who has logged in/enrolled in a course
  • They haven't had a report season since G2 launched
  • But Winter reports are coming soon around the G2 Reporting Course
  • Make sure the script is run to remove people from G2 group!

10/24/2022

Weekly Check in

  • Katlin's numbers/metrics presentation was really good
  • Everyone super impressed with numbers
  • Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos.
  • The numbers were to be used on the CS and AE side, CS reports to CRO
  • CRO owns both new and existing business.
  • CRO was recently on a podcast What they are working on:
    • Erin working on next 3 courses
    • Also adding some quizzes
    • Wants to know how it affects completions
    • Learners are jumping around to various activities
  • Katlin's question:
    • She met with her head of Documentation
    • Numbers in Documentation matches with course completions & interests
    • Documentation surrounding G2 quotes and widgets into channels and websites
    • Course is called: Review Tracking and Brand Building
    • Article is called: G2 marketing activities
    • How can we A/B test? How can we take the learners and show them this new course?
  • 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.
  • This was just talked about last Friday
  • Plan on launching the AB testing with next launch
  • Promotion next week, Thursday
    • Sending people to Reports course, specifically
    • Prepping learners for report season
    • Course highlight!
    • Sending them G2U and sharing course.

10/31/2022

Weekly Sync with Erin

  • Newsletter going out soon with two CTA for the G2U.
    • This newsletter is focused on product updates and interesting blog posts.
  • Another effort for Report Season, showing people the report course.
  • There is a "Best Practices" link in G2 that goes to Hubspot.
  • Share Screenshot with Erin from Travis regarding Best Practices link in G2.
  • Erin had a question about course:
    • G2 profile anatomy course is very long and has a ton of scrolling
    • She broke it out into different sections
  • They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it."
  • View Metrics are going to be important for them.
  • Erin saw a certificate webinar - "How to build out a certificate program?"
    • Mentioned having an interactive quizzes that are more than just True/False.
  • Should we add a quiz at the activity with the most or least amount of engagement?