2. AGENDA
1. INTRO
2. ATTENDEES
3. METRICS
4. USER AND OVERALL HEALTH
5. NEW FEATURES
6. UPCOMING FEATURES
7. [REDACTED] ROADMAP
8. QUESTIONS/DISCUSSION
9. NEXT STEPS/NEXT QBR
5. METRICS
0
2000
4000
6000
8000
10000
12000
Set up your WorkflowMax
account
WorkflowMax Advisor
course
WorkflowMax Setup for
Advisors
Maximising using
WorkflowMax
Developing Custom Print
Templates
Invoicing and Financial Time entry in
WorkflowMax - The Hub
Using WorkflowMax for
The Hub
Total Lesson Views per Course
Confidential
[REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED]
6. METRICS
0
50
100
150
200
250
300
350
400
450
500
Set up your
WorkflowMax account
Maximising using
WorkflowMax
WorkflowMax Setup for
Advisors
WorkflowMax Advisor
course
Time entry in
WorkflowMax - The Hub
Developing Custom
Print Templates
Using WorkflowMax for
The Hub
Invoicing and Financial
Completion Rates (quartiles) per Course
0-25%
26-50%
51-75%
76-100%
Confidential
[REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED]
8. CUSTOMER SUCCESS
Here are some things I’d recommend considering or updating to
improve your user and customer experience:
• Customize your course catalog header – learn more
• Add catalog tags – learn more
• Removing the “Free” text on the course tile, to do this add into
your Global head snippet in Theming the following:
<style>
.storefront-price {
display:none;
}
</style>
Confidential
9. NEW FEATURES
• Students feature
• Live Training
• Analytics Enrollments list
• Certificate customization
• Status link
• Zapier connections
• Bulk Promo Codes
• Training Course Completion Email Notifications
Confidential
10. UPCOMING FEATURES
• SalesForce App
• Do you use SalesForce? n/a
• User management improvements
• Certificate customization
• Analytics Improvements
• Feature enhancements – anything you would like to request?
• [REDACTED]
• [REDACTED]
Confidential
11. [REDACTED] ROADMAP
• What does the rest of 2015-2016 look like for [REDACTED]
training?
• [REDACTED]
• [REDACTED]
Confidential
12. QUESTIONS
• Do you have any questions?
• Questions for you:
• [REDACTED]
Confidential
13. NEXT QBR
• Next QBR: February
• Any items you’d like reviewed next time
• Any other feedback
• Follow-ups/Next steps
Confidential