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Gainsight/Customer_Notes/G2/8.15.23 - Metrics Discussion.norg

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* Discussion about Metrics
- Attendees:
-- Katlin Hess
-- Erin Boyd
-- Norm Rasmussen
** Notes:
- How does G2 measure ROI with the academy? What is success?
- Currently a bit fuzzy - churn and retention is a shared goal
- They use V2 MON - GRR, ARR, NRR
- Number of Logos & what is their spend on us
- Engagement metrics - G2U falls into engagements
- Since Katlin joined engagement has gone from 67% to 100%.
- Last quarter was 96%.
- Sad news was that a TON of customers churned. That's what led to an increase in engagement.
- First goal: how to get the 67% to 75%. Then hit 94, 96, 100.
- Obvious that only a small group of customers weren't engaging.
- Currently implementing a predictive model for why people churn.
-- So far uncovered 10 items as to why churn happens (for G2 specifically)
- Katlin doesn't have that information yet.
- Creating a growth CSM model - each CSM currently has a HUGE book of business.
- Onboarding playbook and courses which will be measured on adoption score. How does it compare to other segments.
- Adoption score not new overall. "Dotted line metric" for marketing. But only now being applied to G2U.
- Only now starting to look at the impact of G2U.
- They want to explore the percentage of their customer base involved in G2U per quarter
- Q1: 11%, Q2: 14% - at launch it was 25%.
- What is the line for G2U? > 0% in a course.
TODO: Discuss in Dec/Jan - how to measure success in G2U? What metrics are important.
- Does Northpass factor into Customer Health scores at all?
- G2 doesn't use a Gainsight-like tool. CSMs use Salesforce, but customer health info is in many different systems.
- Katlin asked if I can keep sharing what our other customers are doing for metrics. No one seems to know what they
need.