From 5a5551147c751ea326aa48448e4d4f11b6b1b90a Mon Sep 17 00:00:00 2001 From: Mike McNeil Date: Tue, 30 Nov 2021 14:34:43 -0600 Subject: [PATCH] =?UTF-8?q?add=20scheduling=20info=20for=20customer=20meet?= =?UTF-8?q?ings=20+=20update=20recommendations=20fo=E2=80=A6=20(#3149)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * add scheduling info for customer meetings + update recommendations for follow-ups * make @tgauda page maintainer --- handbook/customer-first.md | 10 ++++++---- 1 file changed, 6 insertions(+), 4 deletions(-) diff --git a/handbook/customer-first.md b/handbook/customer-first.md index 963510a73c..4ffe951b9e 100644 --- a/handbook/customer-first.md +++ b/handbook/customer-first.md @@ -1,14 +1,16 @@ ## Customer experience +### 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). + ### Next steps after a customer conversation After a customer conversation, it can sometimes feel like there are 1001 things to do, but it can be hard to know where to start. Here are some tips: #### For customer requests - Locate the appropriate issue, or create it if it doesn't already exist. (To avoid duplication, be creative when searching GitHub for issues- it can often take a couple of tries with different keywords to find an existing issue.) -- Is the issue clear and easy to understand, with appropriate context? (Default to public: declassify into public issues in fleetdm/fleet whenever possible) -- Is there a key date or timeframe that the customer is hoping to meet, please note that in the the issue. - Make sure the issue has a "customer request" label. -- Post in #g-product with a link to the issue to draw extra attention to the customer request so it is visible ASAP for Fleet's product team. +- Is the issue clear and easy to understand, with appropriate context? (Default to public: declassify into public issues in fleetdm/fleet whenever possible) +- Is there a key date or timeframe that the customer is hoping to meet? If so, please post about that in #g-product with a link to the issue, so the team can discuss before committing to a time frame. - Have we provided a link to that issue for the customer to remind everyone of the plan, and for the sake of visibility, so other folks who weren't directly involved are up to speed? (e.g. "Hi everyone, here's a link to the issue we discussed on today's call: […link…](https://omfgdogs.com)") #### Generating a trial license key @@ -16,5 +18,5 @@ Fleet's self-service license dispenser (coming soon) is the best way to generate In the meantime, to generate a trial license key, [create an opportunity issue](https://github.com/fleetdm/confidential/issues/new/choose) for the customer and follow the instructions in the issue for generating a trial license key. - +