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Code Issues Projects Releases Packages Wiki Activity Actions 52

Add new ritual re: Intent signals meeting (#28341)

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Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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Savannah Friend 2025-04-21 17:36:14 -05:00 committed by GitHub
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11
handbook/digital-experience/README.md
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@ -848,6 +848,17 @@ To add the most recent connections from Linkedin to our CRM, follow these steps:
8. Click on the new contact (their name) that you created and change their psychological stage to "intrigued" (we consider them intrigued since they've reached out to the CEO via LinkedIn).
### Connect with active community members
Once a week, the Apprentice will review the "community activity report" and add the LinkedIn URLs into the campaign. This will send out a connection request to those who liked, shared, commented, etc. a post on LinkedIn.
1. Export the [community activity report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000002j3wf2AA/view).
2. Copy the LinkedIn URLs.
3. Paste the LinkedIn URLs [here](https://app.dripify.io/campaigns/1291030).
![image](https://github.com/user-attachments/assets/dc20c4c2-9691-4e70-bb9c-90b725403571)
### Schedule travel for the CEO
The Apprentice schedules all travel arrangements for the CEO including flights, hotel, and reservations if needed. CEO traveling preferences in descending order of importance are:

11
handbook/digital-experience/digital-experience.rituals.yml
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@ -233,4 +233,13 @@
description: "Check out the meeting booking flow that you get when you schedule a demo from Fleet's contact form, and make sure there is plenty of availability for the rest of the day in US PT thru ET, with significant spots open in the morning (US time) for folks in EMEA and at least one or two spots open in the evening (US time) for folks in APAC / Hawaii."
moreInfoUrl: ""
dri: "onasismunro"
-
task: "Connect with active community members"
startedOn: "2025-04-25"
frequency: "Weekly"
description: "Connect with active community members"
moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#connect-with-active-community-members"
dri: "SFriendLee"
autoIssue:
labels: [ "#g-digital-experience" ]
repo: "confidential"