CUSTOMER SUCCESS QUARTERLY BUSINESS REVIEW

Molly BarberCustomer Success ManagerNovember 17, 2015

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

ATTENDEES[REDACTED]

[REDACTED], VP Customer Success[REDACTED], Senior Manager, Customer Education[REDACTED], Marketing, Copywriting, Content Strategist[REDACTED], eLearning Specialist

SkilljarMolly Barber, Customer Success Manager

METRICS

Course Registrations

Completions

Session time (hours)

Completion Rate

[REDACTED] 979 344 896 35.1%[REDACTED] 388 191 180 49.2%[REDACTED] 238 166 228 69.7%[REDACTED] 203 159 304 78.3%[REDACTED] 51 6 29 11.8%[REDACTED] 28 19 8.4 67.9%[REDACTED] 19 4 6.6 21.1%[REDACTED] 15 5 5 33.3%[REDACTED] 1 0 0.2 0.0%

Total 1922 894 1657.2 46.5%

Confidential

METRICS

Set up yo

ur Workfl

owMax acco

unt

WorkflowMax A

dvisor c

ourse

WorkflowMax S

etup for A

dvisors

Maximisi

ng using W

orkflowMax

Developing Custo

m Print T

emplates

Invoici

ng and Financial

Time entry

in W

orkflowMax -

The Hub

Using W

orkflowMax f

or The Hub

0

2000

4000

6000

8000

10000

12000

Total Lesson Views per Course

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[REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED]

METRICS

Set up your WorkflowMax ac-

count

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 Financial0

50

100

150

200

250

300

350

400

450

500Completion Rates (quartiles) per Course

0-25%26-50%51-75%76-100%

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[REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED] [REDACTED]

USER/OVERALL HEALTH

1 3 4 5 6 7 8 9 10 110

50

100

150

200

250

300

350

400

Last Activity Date per user, per course, per month

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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>

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NEW FEATURES

• Students feature

• Live Training

• Analytics Enrollments list

• Certificate customization

• Status link

• Zapier connections

• Bulk Promo Codes

• Training Course Completion Email NotificationsConfidential

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]

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[REDACTED] ROADMAP

• What does the rest of 2015-2016 look like for [REDACTED] training?• [REDACTED]• [REDACTED]

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QUESTIONS

• Do you have any questions?

• Questions for you:• [REDACTED]

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NEXT QBR

• Next QBR: February

• Any items you’d like reviewed next time

• Any other feedback

• Follow-ups/Next steps

Confidential

CUSTOMER SUCCESS QUARTERLY BUSINESS REVIEW

Molly BarberCustomer Success ManagerNovember 17, 2015

THANK YOU!