diff --git a/handbook/sales/README.md b/handbook/sales/README.md index 860811678e..7507eb47ad 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -67,13 +67,13 @@ The Fleet owner of the opportunity (usually AE or CSM) will prepare a quote and/ - Because the champion may need to socialize "what is Fleet" or "what are we getting when buying Fleet," it is most often best to send the quote in [slide form](https://docs.google.com/presentation/d/15kbqm0OYPf1OmmTZvDp4F7VvMERnX4K6TMYqCYNr-wI/edit?usp=sharing). - Docusign can be used to create a [standard Purchase Order](https://www.loom.com/share/Loom-Message-16-January-2023-2ba8cf195ec645ebabac267d7df59823?sid=214f8c6b-beb3-427a-a3a8-e8c20b5dc350) if no special terms or pricing are needed. -## Obtain a copy of Fleet's W-9 +### Obtain a copy of Fleet's W-9 A recent signed copy of Fleet's W-9 form can be found in [this confidential PDF in Google Drive](https://drive.google.com/file/d/1ugXazEBk1oVm_LqGbYNsIFECcv5jXLA9/view?usp=drivesdk). -## Assist with a wire transfer or electronic payment -For customers with hundreds or more hosts, Fleet accepts payment via wire transfer or electronic debit (ACH/SWIFT). +### Provide payment information to a prospect +For customers with large deployments, Fleet accepts payment via wire transfer or electronic debit (ACH/SWIFT). -Fleet team members can provide remittance information to customers by exporting ["💸 Paying Fleet"](https://docs.google.com/document/d/1KP_-x9c1x3sS1X9Q8Wlib2H7tq69xRONn1KMA3nVFQc/edit) into a PDF. +Provide remittance information to customers by exporting ["💸 Paying Fleet"](https://docs.google.com/document/d/1KP_-x9c1x3sS1X9Q8Wlib2H7tq69xRONn1KMA3nVFQc/edit) into a PDF, then sending that to the prospect. ### Review rep activity Following up with people interested in Fleet is an important part of finding out whether or not they'd like to continue the process of buying the product. It is also very important not to be annoying. At Fleet, team members follow up with people, but not too often.