diff --git a/handbook/customer-success/README.md b/handbook/customer-success/README.md index 652228a485..0cc47298c9 100644 --- a/handbook/customer-success/README.md +++ b/handbook/customer-success/README.md @@ -126,6 +126,16 @@ Business reviews are conducted quarterly or bi-annually to ensure initial succes 3. After the business review, save the presentation as a PDF and share it with your customer. +### Close out a completed customer promise + +Customer promises are contractually obligated feature requests, with guaranteed completion in specific timeframes. These are always represented in a signed contract with the customer. Document the completion of a customer promise through the following steps: +1. When a customer promise is thought to be complete, Fleet's product team will reach out and ask the assigned CSM for confirmation from the customer. +2. Once notified, reach out to your customer and schedule a meeting to review the work that has been done, and to make sure it meets their requirements. +3. At the end of the customer promise review meeting, tell your customer that you will be sending over an email going over the discussion and completion of their promise. +4. Get a verbal agreement from your customer to respond to that follow up email, with a confirmation that the promise was completed in a satisfactory manner. +5. Once you have received email confirmation of the completed promise, you may then close out the related issue in GitHub. + + ### File a customer bug report Locate the relevant 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). When creating a new issue, make sure to do the following: