mirror of
https://github.com/fleetdm/fleet
synced 2026-05-24 09:28:54 +00:00
Update customer handbook headings and formatting (#4612)
* update headings, add newlines * Update customers.md
This commit is contained in:
parent
b2845cd65f
commit
3e07f4a626
1 changed files with 21 additions and 11 deletions
|
|
@ -5,28 +5,38 @@
|
|||
### Scheduling meetings with customers
|
||||
To schedule an ad hoc meeting with a Fleet customer, use the ["Customer meeting" Calendly link](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.v47bs6uo0jpk).
|
||||
|
||||
# Missed Zoom Meeting | Etiquette with Customers
|
||||
### Missed Zoom Meeting | Etiquette with Customers
|
||||
This is a tutorial on how to respond when someone from outside the company misses a call.
|
||||
|
||||
## 48 hours before a meeting
|
||||
#### 48 hours before a meeting
|
||||
|
||||
L1: Check the calendar invite to determine if the customer has accepted the invitation.
|
||||
|
||||
L2: If the customer has not accepted the invitation please reach out through appropriate channels to confirm attendance (Ex: EAs, Email, Slack).
|
||||
|
||||
L3: Test the Zoom Meeting link to ensure that it is working.
|
||||
|
||||
L4: Ensure that agenda documents are attached and accessible to meeting attendees (as appropriate to the situation).
|
||||
|
||||
## Day of meeting
|
||||
#### Day of meeting
|
||||
|
||||
L1: Join meeting 2-3 minutes prior to the meeting start time.
|
||||
L2: If the customer does not join the call after 3-minutes:
|
||||
- Slack, if we have a shared channel
|
||||
- Email, using the email address from the calendar invite
|
||||
- LinkedIn, send a direct message
|
||||
- Phone, try finding their number to text and/or call (as appropriate to the device type: landline vs cell phone)
|
||||
L3: In these communications to the customer remember to approach the situation with empathy. ==Anything could have happened==.
|
||||
|
||||
L2: If the customer does not join the call after 3-minutes, contact the customer with:
|
||||
|
||||
- Slack, if we have a shared channel.
|
||||
- Email, using the email address from the calendar invite.
|
||||
- LinkedIn, send a direct message.
|
||||
- Phone, try finding their number to text and/or call (as appropriate to the device type: landline vs cell phone).
|
||||
|
||||
L3: In these communications to the customer remember to approach the situation with empathy. Anything could have happened.
|
||||
|
||||
L4: Be ready to supply an alternative date and time to reschedule the call. Suggest 2-3 options for the customer to choose from.
|
||||
L5: Ensure that contact information is accurate and that meeting invites can be received and accessed by the customer.
|
||||
L6: Repeat back to the customer the newly agreed upon date and time, as well as the contact information.
|
||||
|
||||
L5: Ensure that contact information is accurate and that meeting invites can be received and accessed by the customer.
|
||||
|
||||
L6: Repeat back to the customer the newly agreed upon date and time, as well as the contact information.
|
||||
|
||||
L7: Congratulations, you’re ready to set up a new call.
|
||||
|
||||
### Next steps after a customer conversation
|
||||
|
|
|
|||
Loading…
Reference in a new issue