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Ensure CSM and CSA or Infra are checking server config before custome… (#35992)

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Added instructions for managed cloud and self-hosted customers regarding
server configuration checks before deploys.
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Zay Hanlon 2025-11-19 09:36:43 -08:00 committed by GitHub
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handbook/customer-success/README.md
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@ -122,6 +122,7 @@ Fast-track is Fleet's service delivery package for new MDM customers. Check with
- Zendesk/JIRA?
- Others?
- Gather a list of which policies and profiles need to be replicated or replaced
3. For managed cloud customers, send a request to the [:help-customers board](https://github.com/orgs/fleetdm/projects/79/views/1?filterQuery=) requesting that an infrastructure engineer double check the configuration variables to ensure they support the size and scale of the upcoming deployment. For self-hosted customers, schedule a dedicated session with the customer and the assigned CSA to review their server configuration and ensure that it supports the size and scale of the upcoming deployment.
### Conduct a health check