diff --git a/handbook/sales/README.md b/handbook/sales/README.md index 342f99936c..58fb2251d7 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -128,6 +128,7 @@ To schedule an [ad hoc meeting](https://www.vocabulary.com/dictionary/ad%20hoc) - Use [this calendly link](https://calendly.com/fleetdm/talk-to-a-solutions-consultant) to obtain SC availability. - The AE will populate this issue with the appropriate dates for an internal prep meeting as well as the dates for the external prospect meeting. - Do not assign the issue. The Director of Solutions Consulting will assign the issue. + - Ensure that the product category is defined ("Endpoint ops", "Device management", or "Vulnerability management") in the description of the issue. - **Documenting a prospect call:** When we do prospect calls, add the prospect's name in both the google doc title and the heading, ex. "Alex + Natalie (Fleet + Acme Co)." This makes it easier when searching for the document later. - **Before a prospect call(48hrs):** Check the calendar invite 48hrs before the meeting to determine if the prospect has accepted the invitation.