From 057b06ad6f2f73ac63a3c59a352c784a9b11de66 Mon Sep 17 00:00:00 2001 From: Zay Hanlon <114112018+zayhanlon@users.noreply.github.com> Date: Wed, 23 Nov 2022 20:10:44 -0500 Subject: [PATCH] Update README.md (#8809) Creating a new PR for the handbook edits I made as there is an issue in the UI currently. --- handbook/customers/README.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/handbook/customers/README.md b/handbook/customers/README.md index 9a91e20ae3..f75e0582a3 100644 --- a/handbook/customers/README.md +++ b/handbook/customers/README.md @@ -18,10 +18,10 @@ This workflow outlines the process that sales and customer success can follow wh 1. (AE) A customer is sent an order form - If the customer requires the use of their own legal contract, the account executive (AE) will send that contract to the business operations (BizOps) team for review. Then: - If the customer can use DocuSign, the AE sends out the order form. The AE must cc themselves and BizOps on the order so that all parties receive a fully executed copy when signing is complete. - c- If the customer does not use DocuSign, the AE sends out the order form directly to the customer. + - If the customer does not use DocuSign, the AE sends out the order form directly to the customer. - The AE then sends the paper signed copy to BizOps for Fleet review and execution (via DocuSign by the CEO). - BizOps will cc the AE and stay cc’d on the contract when the final copy is sent to the CEO for Fleet execution. - *Note: Chief Revenue Officer (CRO) serves as backup to BizOps + - Note: The Chief Revenue Officer serves as the backup to BizOps 2. The Customer and Fleet sign the order form. - (AE) The AE adds the fully executed contract to the opportunity record. - (AE) The AE marks the opportunity 'Closed Won' and includes the 'Closing Date'. @@ -42,7 +42,7 @@ This workflow outlines the process that sales and customer success can follow wh - Any proof of concept (POC) notes that are relevant - Customer expectations for timeline - Server deployment type -5. (CS) The Head of CS kicks off the CS responsibilities in the 'New Sale Issue' +4. (CS) The Head of CS kicks off the CS responsibilities in the 'New Sale Issue' - Create an “Existing Business” renewal opportunity in Salesforce.com (SFDC). - Send the customer [welcome email](https://docs.google.com/document/d/11zrktUdb5FmJQgMyhtU26Wa-YzMES2jGcqEC7cw8tAo/edit) (internal drive) & [deployment checklist template](https://docs.google.com/spreadsheets/d/1tAQV6AqrRhqKusbA9Z6-5RBtOUknjkXVJXyF-Qp1Zls/edit#gid=1709744959) (internal drive) - Create the customer Slack channel