Gainsight/TodoList.md

General To-do List

DONE: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. DONE: 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)

TODO: Start Implementation Channel, tell everyone that if Patrycja USED to be involved in a client that is now launched and the client reaches out to you and Patrycja, don't expect her to reply. If she has some technical knowledge about the account, then please reach out to her but as for SE tasks, someone else should be doing them.

Customer Health Score:

• Usage Data is the most important part

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