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Add Fleet's vendor collateral package (#31479)

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4
handbook/company/communications.md
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@ -34,8 +34,8 @@ Security policies are best when they're alive, in context of how an organization
Fleet is successful because of our customers and community, and those relationships are built on [trust](https://fleetdm.com/trust).
> **SOC2**
> Community members can [request a copy of Fleet's SOC 2 report](https://fleetdm.com/trust), in its current form, this SOC 2 report is intended to be shared only with parties who have signed a non-disclosure agreement with Fleet. Internal stakeholders can [contact Digital Experience](https://fleetdm.com/handbook/digital-experience#contact-us) to locate Fleet's SOC 2 report in Google Drive.
> **Compliance**
> Community members can request compliance documentation (e.g. Fleet's SOC2 Type 2 report) at https://fleetdm.com/trust. In its current form, our SOC 2 report is intended to be shared only with parties who have signed a non-disclosure agreement (NDA) with Fleet. Internal stakeholders can [download approved documents](https://fleetdm.com/handbook/company/go-to-market-groups#fleets-vendor-collateral) from Google Drive.
## Directly responsible individuals (DRIs)

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handbook/company/go-to-market-groups.md
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@ -248,9 +248,20 @@ The following contract is ready to sign and has been routed to the CEO for signa
Please use [Fleet's billing email address](https://fleetdm.com/handbook/company/communications#email-relays) for all contracts and never include individual emails in any company agreement. If the agreement includes any individual emails, remove them before routing the agreement to the CEO for signature.
### Fleet's vendor collateral
Use the following steps to send Fleet's vendor collateral to a prospect or customer:
1. Be sure that there's a signed NDA between Fleet and the requesting organization [saved in Google Drive](https://drive.google.com/drive/folders/1ee6E2wwhUL8F5qTRGUleJ9HeWjSRj5xm?usp=drive_link). If not, [send an NDA](https://fleetdm.com/handbook/sales#send-an-nda).
2. Navigate to the ["🗃️ Vendor collateral" folder (confidential)](https://drive.google.com/drive/folders/18_Q7Q9Qwu7a8uFyHIS9QZo7iVA0B9YED?usp=drive_link) in Google Drive and to download the neccesary documents.
> 🧑‍🚀 Attention Fleeties:
>
> Can't find what you're looking for in Google Drive? 🧐 Reach out in the [🦄 #g-unicorns Slack channel](https://fleetdm.slack.com/archives/C08BTMFTUCR) for help.
### Vendor questionnaires
Occasionally, prospective customers will ask us to complete a questionnaire. In responding to security questionnaires, Fleet endeavors to provide full transparency via our [security policies](https://fleetdm.com/handbook/digital-experience/security#security-policies), [trust](https://trust.fleetdm.com/), and [application security](https://fleetdm.com/handbook/digital-experience/security#application-security) documentation. In addition to this documentation, please refer to [the vendor questionnaires page](https://fleetdm.com/handbook/digital-experience//security#vendor-questionnaires). [Contact the Sales department](https://fleetdm.com/handbook/sales#contact-us) to address any pending questionnaires.
Occasionally, prospective customers will ask us to complete a questionnaire. In responding to security questionnaires, Fleet endeavors to provide full transparency via our [security policies](https://fleetdm.com/handbook/digital-experience/security#security-policies), [trust](https://trust.fleetdm.com/), and [application security](https://fleetdm.com/handbook/digital-experience/security#application-security) documentation. In addition to this documentation, please refer to [the vendor questionnaires page](https://fleetdm.com/handbook/digital-experience/security#vendor-questionnaires). [Contact the Sales department](https://fleetdm.com/handbook/sales#contact-us) to address any pending questionnaires.

2
handbook/sales/README.md
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@ -98,7 +98,7 @@ In order to be transparent, Fleet sends order forms within 30 days of opportunit
> Every week, any proposal not sent within 30 days of its creation in Salesforce should be reviewed and "Closed lost". The review of these opportunities and exceptions for them of one (1) week or less is the responsibility of the sales manager. For exceptions of more than one week, escalate to the CEO.
### Send an NDA to a customer
### Send an NDA
Fleet uses "Non-Disclosure Agreements" (NDAs) to protect the company and the companies we collaborate with. Always offer to send Fleet's NDA and, whenever possible, default to using the company's version. To send an NDA to a customer, follow these steps:
1. If a customer has no objections to using Fleet's NDA, route the NDA to them for signature using the "🙊 NDA (Non-disclosure agreement)" template in [DocuSign](https://apps.docusign.com/send/home). If a customer would like to review the NDA first, download a .docx of [Fleet's NDA](https://docs.google.com/document/d/1gQCrF3silBFG9dJgyCvpmLa6hPhX_T4V7pL3XAwgqEU/edit?usp=sharing) and send it to the customer.