69 lines
2.9 KiB
Markdown
69 lines
2.9 KiB
Markdown
# G2
|
|
|
|
## 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
|
|
* [X] Register Button Copy > Learn More
|
|
* [ ] https://TBD.TBD.com
|
|
* [X] Remove Learning Paths from Templates (Homepage + Subnav)
|
|
|
|
## 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
|
|
*
|