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Add weekly Primo CRO export ritual to Finance handbook (#41689)

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## Summary
- Adds a new weekly ritual assigned to @sampfluger88 for sending an
export/email to Primo's CRO every Friday with a list of non-ICP contact
form visitors.
- Adds a corresponding responsibility section ("Send Primo CRO weekly
export") to the Finance handbook README.
- This is in addition to warm-intro's by the support team for any actual
inbound requests that are not Fleet ICP.

## Changes
- `handbook/finance/finance.rituals.yml`: New ritual entry with weekly
frequency, autoIssue enabled, starting 2026-03-13.
- `handbook/finance/README.md`: New responsibility section with
step-by-step process.

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/C04DNAYL1QF/p1773439214834899?thread_ts=1773078316.093639&cid=C04DNAYL1QF)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
This commit is contained in:
kilo-code-bot[bot] 2026-03-13 17:13:50 -05:00 committed by GitHub
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2 changed files with 18 additions and 1 deletions
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10
handbook/finance/README.md
View file

@ -516,9 +516,17 @@ Daily, follow the steps in the [🦄⚡️🌐 Go-To-Market strategy doc (confid
7. Verify that the principal record details match exactly what is on LinkedIn.
### Send Primo CRO weekly export
Every Friday, the Head of GTM Architecture will send an export/email to Primo's CRO with a list of non-ICP contact form visitors.
1. Export a list of non-ICP contact form visitors from the CRM.
2. Email the export to Primo's CRO.
### Grant role-specific license to a team member
Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first day with the company. Gong licenses that other departments need may [request them from the Head of People](https://fleetdm.com/handbook/people#contact-us) who will make sure there is no license redundancy in that department.
Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first day with the company. Gong licenses that other departments need may [request them from the Head of People](https://fleetdm.com/handbook/people#contact-us) who will make sure there is no license redundancy in that department.
### Add a seat to Salesforce

9
handbook/finance/finance.rituals.yml
View file

@ -184,6 +184,15 @@
description: "Daily, clean up any duplicate accounts."
moreInfoUrl: "https://fleetdm.com/handbook/marketing#manage-duplicates-in-crm"
dri: "Sampfluger88"
- task: "Send Primo CRO weekly export"
startedOn: "2026-03-13"
frequency: "Weekly"
description: "Every Friday, send an export/email to Primo's CRO with a list of non-ICP contact form visitors."
moreInfoUrl: "https://fleetdm.com/handbook/finance#send-primo-cro-weekly-export"
dri: "sampfluger88"
autoIssue:
labels: [":help-gtm-ops"]
repo: "confidential"
- task: "Prepare board deck"
startedOn: "2023-09-25"
frequency: "Quarterly"