From 610da582e5f8843fa9ed9dd627e218ac355656fa Mon Sep 17 00:00:00 2001
From: Zay Hanlon <114112018+zayhanlon@users.noreply.github.com>
Date: Wed, 19 Nov 2025 09:36:43 -0800
Subject: [PATCH] =?UTF-8?q?Ensure=20CSM=20and=20CSA=20or=20Infra=20are=20c?=
 =?UTF-8?q?hecking=20server=20config=20before=20custome=E2=80=A6=20(#35992?=
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Added instructions for managed cloud and self-hosted customers regarding
server configuration checks before deploys.
---
 handbook/customer-success/README.md | 1 +
 1 file changed, 1 insertion(+)

diff --git a/handbook/customer-success/README.md b/handbook/customer-success/README.md
index 2e131da07b..95575f019c 100644
--- a/handbook/customer-success/README.md
+++ b/handbook/customer-success/README.md
@@ -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