Gainsight/Todos.md

* [ ] ([KeystoneRV](2022-11-22_keystonerv.md)) [10/27/2022]  Are learners enrolled in Learning Paths, enrolled in all courses in the LP? Or just the first one? When does Enrollment start?
* [X] (Talkspace) [10/27/2022]  Update 2022 to 2023 on the main dashboard page - Update now
* [ ] (Talkspace) [10/27/2022]  Setup Workflow Notifications
* [X] (Talkspace) [10/27/2022]  Turn on Workflows for Talkspace BBHR
* [ ] (Talkspace) [10/27/2022]  Get designs for Learning Path Customization & we can talk about categories
* [ ] (Talkspace) [10/27/2022]  Password protection for a course when prompted.
* [X] (Talkspace) [10/27/2022]  See if in NPP school we can remove/delete not activated people.
* [X] (Talkspace) [10/27/2022]  Pull report of all users in NPP with activated/deactived status
* [X] (Wildhealth) [10/31/2022]  Pass PTO information onto Brian so he knows about the support tickets from Baeleigh & WildHealth.
* [X] (Wildhealth) [10/31/2022]  Update Branding on WPG - Abby to send new logo and Norm to figure out colors/branding for styling.
* [X] (Aiim) [11/08/2022]  Send DV Accredible Interface with Badging and Certs. Aiim uses accredible.
* [ ] (Aiim) [11/08/2022]  Create a QBR report for next month's meeting. Analytics, product info. Review usage, etc.
* [ ] (Amyris) [11/08/2022] Setup Quarterly Looker Pull of MCA to be sent to Nicole. Year to Date, MCA. Next one in January.
* [X] (SwiftMedical) [11/08/2022]  Create Tabs & categories on catalog page - deciding on design.
* [ ] (Talkspace) [11/08/2022]  If a course a is at 100% and is a 1099 course, remove from dashboard
* [X] (Talkspace) [11/08/2022]  Remove Footer Completely no Dash no LPs
* [X] (Talkspace) [11/08/2022]  Add Training@talkspace.com to footer
* [X] (Northpass) [11/09/2022] Start GrowthPass #6
* [X] (Northpass) [11/09/2022] Complete SOC 2 Training in Northpass University for employees.
* [X] (PUK) [11/09/2022] Check if we need to amend and re-send the Psychiatry-UK Agreement based on the hold until end of February.
* [X] (Northpass) [11/09/2022] Talk to prouct about updating the default admin invitation email content with support links, northpass academy, etc
* [X] (SPSCommerce) [11/09/2022]  Create some HTML design updates for under the normal cards on the training events page.
* [X] (Skuid) [11/11/2022]  Send Jessica questions about who is the super admin in Hubspot and ask her to setup a private or public app for our integrations.
* [X] (Skuid) [11/11/2022]  Send Alexa the WildHealth Style report for each Learning Path as a test.
* [X] (Skuid) [11/11/2022]  Ask Chris to help with Learning Paths and Skuid Reports.
* [ ] (Zenjob) [11/11/2022]  Ask if we can do a custom integration with Salesforce to send assignment submission pictures
* [ ] (Zenjob) [11/11/2022]  Can we pass information INTO a Typeform survey so that a learner doesn't have to enter their name?
* [X] (Zenjob) [11/11/2022]  Change Back to my courses to the correct german ([see notes](Zenjob.md)) and remove `/app/dashboards` link, it should go to `/app/courses`
* [ ] (Zenjob) [11/11/2022]  Ask Sophie about Shopify integration details and what they want to accomplish with selling courses.
* [ ] (Northpass) [11/11/2022] Submit ticket for a custom page creation in Northpass Academy that ONLY shows Admin Onboarding Courses.
* [X] (JJSV) [11/14/2022]  Contact us should go to a FORM not an email - remove link all together for now make it inactive
* [X] (JJSV) [11/14/2022]  Opt out for emails - Comms Changes
* [X] (JJSV) [11/14/2022]  Upload the second video to the properties for us to test for playability.If it works, Melinda can feel confident about future videos.
* [ ] (JJSV) [11/14/2022]  Update Registration Privacy Policy with Vision Pro Legal notice at "jnjvisionpro.com/legal-notice"
* [X] (JJSV) [11/14/2022]  MAKE SURE YOU UPLOAD THE AUDIO STUFF TODAY! Upload podcasts to AWS and upload the SCORM so she has examples of both.
* [ ] (TripleSeat) [11/15/2022]  Get Brian ChurnZero information
* [ ] (TripleSeat) [11/15/2022]  Screenshots of AppCues Examples
* [X] (TripleSeat) [11/15/2022]  Send Holly/Katie details of what needs to be done for embedding.
* [X] (Talkspace) [11/15/2022]  Create video showing how to setup a Webhook in Fountain for Molly and Taylor to talk to Gracie about. The goal is for a webhook to fire when someone completes a stage in Fountain that attests that they are seeing clients and that would enroll them in their appropriate group and courses.

## Meeting with Travis

Figure out:How to offload implementation, support, and analytics from CSM
We should NOT be doing those three things
Figure out with Rob how to allow analytics team to create custom dashboards

Goal for Norm and Travis is to reduce variables and having CSMs create workflows on their own. They should start using a workflow we set out for them.

Support=0%
Implementation = 20% (content and strategy)
Analytics = 10% (delivery and showcase only)

Each CSM should have a visualization tool of their customer's hierarchy and structure
DONE: Create skeleton mind map for CSMs to use.
DONE: Create structure of daily workflows and how to be efficient at their job

Golden rules:

* Maintain a minimum of x points of contact (if you have 2, make 3.)
* On demand be able to articulate use case and what their client is trying to accomplish
  * Short and long term goals for the client
* Renewal date and estimated amount
* Recent usage and changes over the last 2 months (weekly changes)
* Biggest pain point with Northpass
* Biggest satisfaction with Northpass

Travis is going to pull together an account health meeting for the team that looks at:

* Renewals within 6 months. We will go line-by-line.
* Norm and Travis to

### CSM Assignments and Territories

Google Slides of each quarter for CSMs to go through.

## 01/04/2023

### Safic-Alcan, Urgent Catch up

Use case: users must login
Can one of the fields be a list of groups?