96 lines
3.5 KiB
Markdown
96 lines
3.5 KiB
Markdown
# Crayon
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As of tonight
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Crayon.co/Academy will no longer have a form
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Crayon.co/Academy/Activator-Course - Form to course url
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And then the same for architect
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These should be course
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Lets remove groups later
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Current experience is press enroll and then start
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how to refresh and auto enroll
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look at pre-enroll populated links for post-launch
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Conor to send sub head copy to update
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Norm to send screenshot of home page with my name added
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Can you look at group deletion? How can we enroll everyone in the group and delete the group
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Send Conor how to find MCA and show only empty attempts
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Conor off July 5-8
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Conor off this Friday
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November Launch of Last Course - Conor's goal
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## Meeting with Will regarding Data flow
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Everything flows into Hubspot
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But not really into Salesforce
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Salesforce is their main CRM
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- Reps go into SFDC & Outreach
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- Reps should know what course they have or haven't completed yet
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- But wants this to be on the campaign level
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How it is currently setup:
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- Hubspot form on website, someone fills out the form
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- Form fills associated with campaign in Salesforce
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- In SFDC, he only gets when someone is registered for a course, no completed
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- Campaign structure is based on course [name](2022-11-21_name.md)
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Registration page - embed a hubspot form?
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Hubspot is just for marketing
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## 10/26/2022
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### Contract Convo with Conor
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*Two major things they need from our end*:
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*December 5 (Monday), new course release
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* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
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* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
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* Crayon.co/course pages which all have their own landing/enrollment form.
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* Austin set it up so that that page brings them straight to the course overview page.
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* The same flow needs to be done for the accelerator course.
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*They are currently filming for the accelerator course
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* Conor just needs to know right now what me or Austin or I will need to create that special link.
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* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
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## 03/03/2023
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### Shannon, Customer Onboarding
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Wants to use Northpass for customer onboarding. Async training is key. But each training might be unique per customer.
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When a customer signs up, they identify the "power user" or POC. The academy would be just for the POC. Only 1-2 ppl per account.
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Current 60 accounts in implementation. 60 day onboarding. Giving users only access for those 60 days.
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Authentication is connected through zendesk.
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After they have purchased, they can login through zendesk.
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Content - is it all on Shannon? 2/3 ppl were IDs or Curriculum designers.
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The manual lift is a concern.
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Her main question is "what can we build?"
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Learning Paths are important
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Certifications
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Is NP a one-size fits all? - No, we can customize per customer.
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Segmentation would likely be based on their "play" - battle cards vs. boards.
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Very few customers want to enable sales.
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## 05/08/2023
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### Onboarding
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Custom Page - for onboarding
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Get Jess and Shannon into sandbox
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Custom page should have categories and groups.
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Conor's focus this and next quarter: better provisioning of courses. Redesign. No new content.
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Does Conor have any concerns with Jess and Shannon getting into this? Only with existing prospects that become
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customers.
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Categories - Onboarding, Product Type, etc
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Groups - Customers
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Last Question from
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